RiverSource Company
Industry: Insurance company
DescriptionRiverSource is a US-based Investment management and life insurance firm which is a subsidiary of Ameriprise Financial, Inc. RiverSource is made up of RiverSource Investments, RiverSource Annuities, and RiverSource Insurance and is based in Minneapolis. Subsidiaries: Riversource Life Insurance CO of New York, Parent organization: Ameriprise Financial
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RiverSource Employees
Employee
Years
Job
Industry
Jonathan Moe Jonathan Moe's RiverSource Experience January 2014 - February 2015
Job Operations & Deployment Project Manager at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group August 2015 - Present
Wells Fargo March 2015 - August 2015
RiverSource January 2014 - February 2015
Ameriprise Financial, RiverSource Life Insurance August 2011 - January 2014
Ameriprise Financial November 2009 - August 2011
Ameriprise Financial October 2007 - October 2008
US Bank April 2006 - October 2007
US Army November 2001 - October 2005
Skills
Leadership, Process Improvement, Analysis, Customer Service, Team Leadership, Series 7, Project Coordination, Employee Training, Finance, Microsoft Office, Series 63, Team Building, Variable Annuities, Mutual Funds, Management, Project Management, Customer Satisfaction, Microsoft Excel, IRAs, Leadership Development, Asset Allocation, FINRA, Risk Management, Public Speaking, Relationship Management, Coaching, Time Management, Building Relationships, Access, Financial Services, Project Planning, Sales, Data Analysis, Banking, Program Management, Roth IRA, Fixed Income, Multiple Projects..., Equity Trading, Salesforce.com, Qualified Retirement..., Portfolio Management, Insurance, Training, Multiple Project..., Business Analysis, Consulting, Visio
Education
Bemidji State University 1995 — 1999
BS, Criminal Justice
UnitedHealth Group August 2015 - Present
Wells Fargo March 2015 - August 2015
RiverSource January 2014 - February 2015
Ameriprise Financial, RiverSource Life Insurance August 2011 - January 2014
Ameriprise Financial November 2009 - August 2011
Ameriprise Financial October 2007 - October 2008
US Bank April 2006 - October 2007
US Army November 2001 - October 2005
Skills
Leadership, Process Improvement, Analysis, Customer Service, Team Leadership, Series 7, Project Coordination, Employee Training, Finance, Microsoft Office, Series 63, Team Building, Variable Annuities, Mutual Funds, Management, Project Management, Customer Satisfaction, Microsoft Excel, IRAs, Leadership Development, Asset Allocation, FINRA, Risk Management, Public Speaking, Relationship Management, Coaching, Time Management, Building Relationships, Access, Financial Services, Project Planning, Sales, Data Analysis, Banking, Program Management, Roth IRA, Fixed Income, Multiple Projects..., Equity Trading, Salesforce.com, Qualified Retirement..., Portfolio Management, Insurance, Training, Multiple Project..., Business Analysis, Consulting, Visio
Education
Bemidji State University 1995 — 1999
BS, Criminal Justice
Trevor Johnson, CLU Trevor Johnson, CLU's RiverSource Experience May 2015 - Present
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
Anne Halverson Anne Halverson's RiverSource Experience August 2014 - Present
Job Customer Coach at RiverSource Life Insurance Co.
Industry Financial Services
Experience
RiverSource August 2014 - Present
RiverSource December 2012 - August 2014
Towers Watson September 2012 - December 2012
Ameriprise Financial Services, Inc. December 2010 - June 2012
Out of the Box Docs September 2006 - November 2009
Skills
Variable Annuities, Customer Service, Insurance, Retirement Planning, Investments, Finance, Retirement, Retirement Income..., Cash Flow Management..., Series 7, Family Finances, Retirement Planning..., Series 63, Life & Health Insurance..., Notary Public
Education
Saint Paul College-A Community and Technical College 2014 — 2016
Associate of Arts and Sciences (AAS), Global Trade
Normandale Community College 2012 — 2014
General Studies
Browning Academy 2001 — 2002
High School, General
RiverSource August 2014 - Present
RiverSource December 2012 - August 2014
Towers Watson September 2012 - December 2012
Ameriprise Financial Services, Inc. December 2010 - June 2012
Out of the Box Docs September 2006 - November 2009
Skills
Variable Annuities, Customer Service, Insurance, Retirement Planning, Investments, Finance, Retirement, Retirement Income..., Cash Flow Management..., Series 7, Family Finances, Retirement Planning..., Series 63, Life & Health Insurance..., Notary Public
Education
Saint Paul College-A Community and Technical College 2014 — 2016
Associate of Arts and Sciences (AAS), Global Trade
Normandale Community College 2012 — 2014
General Studies
Browning Academy 2001 — 2002
High School, General
Kerry Pavek Kerry Pavek's RiverSource Experience 2003 - 2007
Job Sr Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2007 - 2014
RiverSource 2003 - 2007
RiverSource 2000 - 2003
US Bancorp Investment Inc 1998 - 2000
Martin Williams 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Segmentation, Email Marketing, Marketing, Product Marketing, Integrated Marketing, Strategic Communications, Program Management, Financial Services, Variable Annuities, Fixed Annuities, Advertising, Corporate Communications
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (BA), Art History
University of Minnesota-Twin Cities
Bachelor's degree -Art History
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2007 - 2014
RiverSource 2003 - 2007
RiverSource 2000 - 2003
US Bancorp Investment Inc 1998 - 2000
Martin Williams 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Segmentation, Email Marketing, Marketing, Product Marketing, Integrated Marketing, Strategic Communications, Program Management, Financial Services, Variable Annuities, Fixed Annuities, Advertising, Corporate Communications
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (BA), Art History
University of Minnesota-Twin Cities
Bachelor's degree -Art History
Christine Chiles's RiverSource Experience November 2014 - Present
Job Senior Scheduling Coordinator at RiverSource.
Industry Financial Services
Experience
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
RiverSource November 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - November 2014
Ameriprise Financial Services, Inc. March 2010 - May 2011
Ameriprise Financial January 2007 - March 2010
Anoka Hennepin School District 11 August 2001 - January 2007
Skills
Coaching, Microsoft Office, Life Insurance, Long Term Care Insurance, Disability Insurance, Customer Service, Business Communications, Community Outreach, Event Planning, Microsoft Excel, Leadership, Retirement, Series 63, Retirement Planning, Insurance, Team Building, Process Improvement, Financial Services, Marketing, Finance, Relationship Management
Education
Bethel University 2010 — 2014
Communications, Communications/ Business
Tony Renello Tony Renello's RiverSource Experience September 2012 - July 2013
Job Lead Counselor at Mission Treatment Center
Industry Mental Health Care
Experience
Mission Treatment Center August 2013 - Present
The River Source July 2011 - August 2013
Riversource September 2012 - July 2013
Skills
Treatment, Case Managment, Mental Health, Psychology, Interventions, Crisis Intervention, Group Therapy, Addiction Recovery, Behavioral Health, Chemical Dependency, Psychotherapy, Mental Health Counseling, Counseling Psychology, Clinical Supervision, Substance Use Disorders, Career Counseling, Self-esteem, Meditation, Cpr Certified, CBT, Substance Abuse..., Holistic Health, Anger Management, Psychological Assessment, Stress, Crisis, Personal Development, Individual Counselling, Clinical Psychology, Relapse Prevention, Biopsychosocial..., Resume Writing, Solution Focused, Mindfulness, Conflict Resolution, Life Transitions, Suicide Assessment, Mental Health Treatment, Motivational..., DBT, Adolescents, Family Therapy, Prevention, Social Services, Healthcare, Therapists, Grief Counseling, Dual Diagnosis, Post Traumatic Stress, Stress Management
Education
Capella University 2012 — 2014
Master of Science, Clinical & Counseling Psychology, 4.0
Kaplan University 2009 — 2011
Bachelor of Science, Criminal Justice
Mission Treatment Center August 2013 - Present
The River Source July 2011 - August 2013
Riversource September 2012 - July 2013
Skills
Treatment, Case Managment, Mental Health, Psychology, Interventions, Crisis Intervention, Group Therapy, Addiction Recovery, Behavioral Health, Chemical Dependency, Psychotherapy, Mental Health Counseling, Counseling Psychology, Clinical Supervision, Substance Use Disorders, Career Counseling, Self-esteem, Meditation, Cpr Certified, CBT, Substance Abuse..., Holistic Health, Anger Management, Psychological Assessment, Stress, Crisis, Personal Development, Individual Counselling, Clinical Psychology, Relapse Prevention, Biopsychosocial..., Resume Writing, Solution Focused, Mindfulness, Conflict Resolution, Life Transitions, Suicide Assessment, Mental Health Treatment, Motivational..., DBT, Adolescents, Family Therapy, Prevention, Social Services, Healthcare, Therapists, Grief Counseling, Dual Diagnosis, Post Traumatic Stress, Stress Management
Education
Capella University 2012 — 2014
Master of Science, Clinical & Counseling Psychology, 4.0
Kaplan University 2009 — 2011
Bachelor of Science, Criminal Justice
Kristin Chim Kristin Chim's RiverSource Experience 2010 - 2010
Job Financial Advisor with CUSO Financial Services L.P. at South Metro Wealth Management
Industry Financial Services
Experience
CUSO Financial Services, L.P, South Metro Wealth Management January 2011 - Present
FIRST AMERICAN FUNDS August 2007 - December 2010
RiverSource 2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 2001 - January 2003
Washburn-McReavy Funeral Chapels January 1999 - January 2001
Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning
Education
UNIVERSITY OF MINNESOTA 1997 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1997
CUSO Financial Services, L.P, South Metro Wealth Management January 2011 - Present
FIRST AMERICAN FUNDS August 2007 - December 2010
RiverSource 2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 2001 - January 2003
Washburn-McReavy Funeral Chapels January 1999 - January 2001
Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning
Education
UNIVERSITY OF MINNESOTA 1997 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1997
Cameron Crocker Cameron Crocker's RiverSource Experience Region DirectorRiverSourceMay 2015 - Present
Job Region Director at RiverSource
Industry Financial Services
Experience
RiverSource Region DirectorRiverSourceMay 2015 - Present
Crocker Enterprises Inc. June 1997 - Present
RiverSource March 2014 - May 2015
RiverSource July 2012 - March 2014
Prudential Financial March 2009 - July 2012
Skills
Life and Disability..., Sales Process, Consultative Sales..., Series 6, Series 63, Licensed Life & Health..., Sales Presentations, Small Business..., Webinars, Insurance, Sales, Disability Insurance, Financial Advisory, Financial Planning, Financial Services, Life Insurance, Management, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management
Education
St. Cloud State University
University of Arizona
RiverSource Region DirectorRiverSourceMay 2015 - Present
Crocker Enterprises Inc. June 1997 - Present
RiverSource March 2014 - May 2015
RiverSource July 2012 - March 2014
Prudential Financial March 2009 - July 2012
Skills
Life and Disability..., Sales Process, Consultative Sales..., Series 6, Series 63, Licensed Life & Health..., Sales Presentations, Small Business..., Webinars, Insurance, Sales, Disability Insurance, Financial Advisory, Financial Planning, Financial Services, Life Insurance, Management, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management
Education
St. Cloud State University
University of Arizona
Rian (Helgerson) Jentz Rian (Helgerson) Jentz's RiverSource Experience August 2014 - Present
Job Manager, Events at RiverSource
Industry Financial Services
Experience
RiverSource August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. November 2005 - February 2007
Ameriprise Financial Services, Inc. March 2004 - November 2005
Limited Brands January 2004 - March 2005
Greater Stellenbosch Development Trust October 2003 - December 2003
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7
Education
Luther College 1999 — 2003
Bachelor's degree, Business Management & Psychology
RiverSource August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. November 2005 - February 2007
Ameriprise Financial Services, Inc. March 2004 - November 2005
Limited Brands January 2004 - March 2005
Greater Stellenbosch Development Trust October 2003 - December 2003
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Event Management, Event Planning, Survey Design, Customer Service, Customer Engagement, Instructor-led Training, E-Learning, Microsoft Excel, PowerPoint, Communication Skills, Proofreading, Email Marketing, HTML emails, Corporate Events, Coordinating Events, Budget Monitoring, Microsoft Word, Brainshark, Articulate Suite, Article Creation, Materials Management, Project Tracking, Invitations, Organization, Trade Show Exhibitor, Trade Show Signage, Employee Recognition, Webinar Management, Seminar Marketing, Situational Leadership, Sales Contest Management, Employee Engagement, Personal Trust, Vendor Relationships, Qualtrics, Building Relationships, Eye for Details, Sales, Management, Strategy, Financial Services, Brand Awareness, Relationship Management, Human Resources, Series 7
Education
Luther College 1999 — 2003
Bachelor's degree, Business Management & Psychology
Adrian C Johnson CFP®, MBA, CRPC® Adrian C Johnson CFP®, MBA, CRPC®'s RiverSource Experience August 2004 - January 2011
Job Managed Account Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Phillip Petersen, MBA Phillip Petersen, MBA's RiverSource Experience October 2012 - June 2014
Job Senior Business System Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
RiverSource October 2012 - June 2014
RiverSource April 2010 - October 2012
Skills
Visio, Business Analysis, Requirements Gathering, SharePoint, Data Analysis, Access, Business Requirements, Insurance, Process Improvement, Financial Services, Analysis, SAS, Customer Service, Customer Service..., Customer Service..., Business Coaching, Compliance, Business Transformation, Requirements Analysis, Fixed Annuities, Variable Annuities, Outsourcing, Microsoft Excel, Leadership, Job Coaching
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Ameriprise Financial Services, Inc. June 2014 - Present
RiverSource October 2012 - June 2014
RiverSource April 2010 - October 2012
Skills
Visio, Business Analysis, Requirements Gathering, SharePoint, Data Analysis, Access, Business Requirements, Insurance, Process Improvement, Financial Services, Analysis, SAS, Customer Service, Customer Service..., Customer Service..., Business Coaching, Compliance, Business Transformation, Requirements Analysis, Fixed Annuities, Variable Annuities, Outsourcing, Microsoft Excel, Leadership, Job Coaching
Education
Augsburg College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Cuneo, CFP® Michael Cuneo, CFP®'s RiverSource Experience February 2010 - July 2013
Job Partner, Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Derek Scanlon's RiverSource Experience 1999 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Allianz Life March 2011 - June 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial 2005 - 2009
RiverSource 1999 - 2004
American Express Retirement Services 1996 - 1998
Skills
Coaching, Strategic Thinking, Retirement Planning, Financial Guidance, Retirement Income, Equities, Equity Trading, Risk Management, Financial Markets, Fixed Income
Education
St. Cloud State University 1988 — 1993
Bachelor of Science, Finance
Wells Fargo Advisors May 2013 - Present
Allianz Life March 2011 - June 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial 2005 - 2009
RiverSource 1999 - 2004
American Express Retirement Services 1996 - 1998
Skills
Coaching, Strategic Thinking, Retirement Planning, Financial Guidance, Retirement Income, Equities, Equity Trading, Risk Management, Financial Markets, Fixed Income
Education
St. Cloud State University 1988 — 1993
Bachelor of Science, Finance
Jon Trace Jon Trace's RiverSource Experience 2005 - 2014
Job Increasing your phone teams effectiveness | Delivering measured results |Training & Education| Coaching | Individual and
Industry Professional Training & Coaching
Experience
RiverSource 2005 - 2014
Tidbits® of the West Metro 2002 - 2005
Prudential Financial 1995 - 2002
Skills
Training, Vendor Management, Vendor Relationships, Leadership, Customer Service, Vendor Management Skills, Vendor Management..., Business Process..., BPO, Third Party Vendor..., Microsoft Office, Financial Services, Marketing, Insurance, Retirement, Microsoft Excel, Data Analysis, Strategic Planning, PowerPoint, Process Improvement
Education
Minnesota State University, Mankato
Bachelor of Science (BS), Marketing
University of Wisconsin - River Falls
RiverSource 2005 - 2014
Tidbits® of the West Metro 2002 - 2005
Prudential Financial 1995 - 2002
Skills
Training, Vendor Management, Vendor Relationships, Leadership, Customer Service, Vendor Management Skills, Vendor Management..., Business Process..., BPO, Third Party Vendor..., Microsoft Office, Financial Services, Marketing, Insurance, Retirement, Microsoft Excel, Data Analysis, Strategic Planning, PowerPoint, Process Improvement
Education
Minnesota State University, Mankato
Bachelor of Science (BS), Marketing
University of Wisconsin - River Falls
Alison (Alison Schafer) Fraley Alison (Alison Schafer) Fraley's RiverSource Experience November 1999 - August 2005
Job Freelance Content/Technical Writer
Industry Writing and Editing
Experience
Deily & Glastetter, LLP February 2010 - August 2014
- Freelance January 2004 - March 2011
RiverSource November 1999 - August 2005
Skills
Technical Writing, Content Writing, Research, Proofreading, Written & Oral..., Editing, Microsoft Office, Creative Writing, Marketing Communications, Public Speaking, Newsletters, Social Media, Legal Research, Legal Writing, Microsoft Word
Education
State University of New York at Albany 2004 — 2006
Bachelor of Arts (BA) Summa Cum Laude, English
CUNY Medgar Evers College
Certificate in Technical Communication Essentials, Technical Writing
Hudson Valley Community College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Deily & Glastetter, LLP February 2010 - August 2014
- Freelance January 2004 - March 2011
RiverSource November 1999 - August 2005
Skills
Technical Writing, Content Writing, Research, Proofreading, Written & Oral..., Editing, Microsoft Office, Creative Writing, Marketing Communications, Public Speaking, Newsletters, Social Media, Legal Research, Legal Writing, Microsoft Word
Education
State University of New York at Albany 2004 — 2006
Bachelor of Arts (BA) Summa Cum Laude, English
CUNY Medgar Evers College
Certificate in Technical Communication Essentials, Technical Writing
Hudson Valley Community College 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Paul Tietjen Paul Tietjen's RiverSource Experience October 2011 - Present
Job Sr. Graphic Designer at RiverSource Life Insurance Company
Industry Graphic Design
Experience
RiverSource October 2011 - Present
Vision Van Gogh October 2006 - October 2011
Calvary Lutheran Church April 2001 - December 2005
Skills
Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, Web Design, Mac, Book Design
Education
The Art Institutes International-Minnesota 2001 — 2005
Bachelor of Science (BS), Graphic Design
Tarrant County College 1996 — 1998
Associate of Arts (A.A.), General Studies
RiverSource October 2011 - Present
Vision Van Gogh October 2006 - October 2011
Calvary Lutheran Church April 2001 - December 2005
Skills
Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, Web Design, Mac, Book Design
Education
The Art Institutes International-Minnesota 2001 — 2005
Bachelor of Science (BS), Graphic Design
Tarrant County College 1996 — 1998
Associate of Arts (A.A.), General Studies
Jessica Langa's RiverSource Experience December 2014 - Present
Job Money Out Coach
Industry Financial Services
Experience
RiverSource December 2014 - Present
RiverSource March 2014 - December 2014
Caribou Coffee June 2011 - March 2014
Bath and Body Works September 2003 - March 2014
The Center for Homicide Research February 2008 - May 2008
University of Minnesota Foundation May 2007 - May 2008
School of Public Health- University of Minnesota August 2007 - December 2007
Skills
Excel, Payroll Processing, Administration, Social Psychology, Customer Service, Data Entry, PowerPoint, Microsoft Office, Time Management, Research, Microsoft Word, Event Planning, Outlook, Public Speaking, Teamwork, Social Media, Facebook, Inventory Management, 10 Key, Sociology, Psychotherapy, Psychology, Security Protocols, Staff Development, Performance Reporting, Hiring, Employee Training, Employee Relations, Employee Engagement, Process Improvement, Staff Supervision, Customer Service..., Customer Satisfaction, Strategic Thinking, Workflow Management, Merchandising, Document Management, Interviews, Payroll, Sales
Education
University of Minnesota-Twin Cities 2004 — 2008
BA, Sociology, Psychology
Armstrong High School 2000 — 2004
Diploma, Generals
RiverSource December 2014 - Present
RiverSource March 2014 - December 2014
Caribou Coffee June 2011 - March 2014
Bath and Body Works September 2003 - March 2014
The Center for Homicide Research February 2008 - May 2008
University of Minnesota Foundation May 2007 - May 2008
School of Public Health- University of Minnesota August 2007 - December 2007
Skills
Excel, Payroll Processing, Administration, Social Psychology, Customer Service, Data Entry, PowerPoint, Microsoft Office, Time Management, Research, Microsoft Word, Event Planning, Outlook, Public Speaking, Teamwork, Social Media, Facebook, Inventory Management, 10 Key, Sociology, Psychotherapy, Psychology, Security Protocols, Staff Development, Performance Reporting, Hiring, Employee Training, Employee Relations, Employee Engagement, Process Improvement, Staff Supervision, Customer Service..., Customer Satisfaction, Strategic Thinking, Workflow Management, Merchandising, Document Management, Interviews, Payroll, Sales
Education
University of Minnesota-Twin Cities 2004 — 2008
BA, Sociology, Psychology
Armstrong High School 2000 — 2004
Diploma, Generals
Brent Tobiasson Brent Tobiasson's RiverSource Experience May 2006 - November 2007
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2009 - Present
Principal Funds November 2007 - December 2008
RiverSource May 2006 - November 2007
Wells Fargo Investments 1999 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Fixed Annuities, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Life Insurance
Education
Southern Oregon University 1993 — 1998
BS, Business Management
Ashland High School 1986 — 1990
Nationwide Financial January 2009 - Present
Principal Funds November 2007 - December 2008
RiverSource May 2006 - November 2007
Wells Fargo Investments 1999 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Fixed Annuities, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Life Insurance
Education
Southern Oregon University 1993 — 1998
BS, Business Management
Ashland High School 1986 — 1990
Mary Jo Kohman's RiverSource Experience July 1996 - May 2010
Job Vice President, National Accounts Columbia Management
Industry Financial Services
Experience
Columbia Management May 2010 - Present
Columbia Threadneedle Investments, US July 1996 - Present
RiverSource July 1996 - May 2010
Skills
CFP, ChFC, CMFC, Certified Financial..., Series 7, Series 63, Series 66, Wholesale, Uniform Combined State..., Asset Allocation, Separately Managed..., ETFs, Mutual Funds, Series 6, Retirement, Series 24, Investments, Financial Planning, Retirement Planning, Asset Management, FINRA, Financial Services
Education
University of St. Thomas 2009 — 2010
Mini Masters, Management
St. Cloud State University 1983 — 1988
BS, Finance, General
Columbia Management May 2010 - Present
Columbia Threadneedle Investments, US July 1996 - Present
RiverSource July 1996 - May 2010
Skills
CFP, ChFC, CMFC, Certified Financial..., Series 7, Series 63, Series 66, Wholesale, Uniform Combined State..., Asset Allocation, Separately Managed..., ETFs, Mutual Funds, Series 6, Retirement, Series 24, Investments, Financial Planning, Retirement Planning, Asset Management, FINRA, Financial Services
Education
University of St. Thomas 2009 — 2010
Mini Masters, Management
St. Cloud State University 1983 — 1988
BS, Finance, General
John Baka, CIMA® John Baka, CIMA®'s RiverSource Experience November 2008 - April 2010
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
Daniel Mikul's RiverSource Experience April 2015 - Present
Job Team Lead at RiverSource Life Insurance Company
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource July 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
JM Tree Service January 2006 - March 2011
Skills
Financial Analysis, Fundraising, Project Planning, Team Building, Microsoft Office, Microsoft Excel, Social Media
Education
Northwestern College 2007 — 2010
Bachelor of Science, Marketing
RiverSource April 2015 - Present
RiverSource July 2014 - March 2015
Ameriprise Financial Services, Inc. April 2011 - June 2014
JM Tree Service January 2006 - March 2011
Skills
Financial Analysis, Fundraising, Project Planning, Team Building, Microsoft Office, Microsoft Excel, Social Media
Education
Northwestern College 2007 — 2010
Bachelor of Science, Marketing
Travis Gerads Travis Gerads's RiverSource Experience October 2010 - January 2011
Job Sr Internal WholesalerRegistered Representative of Securian/MN Life, member FINRA/SPIC at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group January 2011 - Present
Securian Financial Group 2012 - 2015
Securian Financial Group 2012 - 2015
RiverSource October 2010 - January 2011
Ameriprise Financial May 2010 - October 2010
RiverSource Asset Management 2008 - April 2010
Allianz Life 2001 - 2008
Allianz 2001 - 2008
Allianz 2001 - 2006
KSAX 1995 - 1997
Skills
Annuities, Series 7, Insurance, Consultative Selling, Series 63, Securities, Customer Relations, Retirement, Wholesaling, Fixed Annuities, Variable Annuities, Mutual Funds, Series 6, Financial Advisory, Sales
Education
Southwest Minnesota State University 1990 — 1994
BS, Communications: Radio and Television broadcasting
Securian Financial Group January 2011 - Present
Securian Financial Group 2012 - 2015
Securian Financial Group 2012 - 2015
RiverSource October 2010 - January 2011
Ameriprise Financial May 2010 - October 2010
RiverSource Asset Management 2008 - April 2010
Allianz Life 2001 - 2008
Allianz 2001 - 2008
Allianz 2001 - 2006
KSAX 1995 - 1997
Skills
Annuities, Series 7, Insurance, Consultative Selling, Series 63, Securities, Customer Relations, Retirement, Wholesaling, Fixed Annuities, Variable Annuities, Mutual Funds, Series 6, Financial Advisory, Sales
Education
Southwest Minnesota State University 1990 — 1994
BS, Communications: Radio and Television broadcasting
Jeanette Wood Jeanette Wood's RiverSource Experience January 2014 - Present
Job Annuities Conservation Manager
Industry Financial Services
Experience
RiverSource January 2014 - Present
Holiday Companies 1986 - 1999
Education
Minneapolis College of Art and Design 1983 — 1987
Graphic Design, Design
RiverSource January 2014 - Present
Holiday Companies 1986 - 1999
Education
Minneapolis College of Art and Design 1983 — 1987
Graphic Design, Design
Laura Metz Laura Metz's RiverSource Experience October 2009 - January 2011
Job Regional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial January 2012 - Present
SunLife January 2011 - January 2012
RiverSource October 2009 - January 2011
Colonial Brokerage March 2009 - October 2009
Genworth October 2006 - March 2009
Genworth January 2003 - October 2006
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Series 7
Education
Roanoke College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Genworth Financial January 2012 - Present
SunLife January 2011 - January 2012
RiverSource October 2009 - January 2011
Colonial Brokerage March 2009 - October 2009
Genworth October 2006 - March 2009
Genworth January 2003 - October 2006
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Series 7
Education
Roanoke College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Roy McCormack Roy McCormack's RiverSource Experience May 2009 - Present
Job Manager Operations at RiverSource Life Insurance Company, Ameriprise Financial
Industry Insurance
Experience
RiverSource May 2009 - Present
Ameriprise Financial Services, Inc. 2005 - 2009
American Express February 2000 - 2005
Skills
Insurance, Life Insurance, Disability Insurance, Microsoft Office, Business Analysis, Strategic Planning, Project Management, Analysis, General Insurance, Term Life Insurance, Project Planning, Customer Service, Financial Services, Retirement, Risk Management, Financial Planning, Retirement Planning
Education
St. Cloud State University 1994 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies
RiverSource May 2009 - Present
Ameriprise Financial Services, Inc. 2005 - 2009
American Express February 2000 - 2005
Skills
Insurance, Life Insurance, Disability Insurance, Microsoft Office, Business Analysis, Strategic Planning, Project Management, Analysis, General Insurance, Term Life Insurance, Project Planning, Customer Service, Financial Services, Retirement, Risk Management, Financial Planning, Retirement Planning
Education
St. Cloud State University 1994 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies
Josh Batker Josh Batker's RiverSource Experience April 2015 - Present
Job Divisional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource January 2014 - April 2015
Oracle June 2013 - December 2013
RiverSource 2005 - May 2013
Ameriprise Financial July 2002 - December 2004
Skills
Series 7, Series 63, Relationship Management, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Fixed Annuities, Employee Benefits, Insurance, Financial Services, Risk Management, Retirement Planning, Estate Planning, Variable Annuities
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts, Economics
RiverSource April 2015 - Present
RiverSource January 2014 - April 2015
Oracle June 2013 - December 2013
RiverSource 2005 - May 2013
Ameriprise Financial July 2002 - December 2004
Skills
Series 7, Series 63, Relationship Management, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Fixed Annuities, Employee Benefits, Insurance, Financial Services, Risk Management, Retirement Planning, Estate Planning, Variable Annuities
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Arts, Economics
Justin McLaughlin Justin McLaughlin's RiverSource Experience October 2014 - Present
Job Service Coach at Riversource
Industry Financial Services
Experience
RiverSource October 2014 - Present
RiverSource March 2014 - October 2014
Northwestern Mutual May 2012 - January 2014
General Nutrition Center January 2010 - May 2012
Skills
Microsoft Excel, Social Networking, Customer Service, Leadership, Outlook
Education
North Dakota State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Irondale Senior Highschool 2005 — 2009
RiverSource October 2014 - Present
RiverSource March 2014 - October 2014
Northwestern Mutual May 2012 - January 2014
General Nutrition Center January 2010 - May 2012
Skills
Microsoft Excel, Social Networking, Customer Service, Leadership, Outlook
Education
North Dakota State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Irondale Senior Highschool 2005 — 2009
Bridget Root Bridget Root's RiverSource Experience January 2014 - Present
Job Senior Director, Advisor Tools and Distributor Experience at RiverSource
Industry Financial Services
Experience
RiverSource January 2014 - Present
RiverSource February 2011 - Present
Ameriprise Financial April 2010 - March 2011
Ameriprise Financial May 2007 - November 2010
Ameriprise Financial August 2004 - May 2007
Ameriprise Financial January 2003 - August 2004
Ameriprise Financial June 2002 - January 2003
Ameriprise Financial October 2000 - June 2002
Creative Training Solutions March 2000 - October 2000
Arcadia Financial October 1999 - March 2000
Skills
Leadership, Strategy, Marketing, Selling, Marketing Strategy, Marketing Communications, Competitive Analysis, Team Building, Sales, Team Leadership, Sales Management, Organizational..., Budgets, Fixed Annuities, Investments, Relationship Management, Financial Services, Customer Service, Financial Advisory, Mutual Funds, Series 7, Series 6, Insurance
Education
St. Cloud State University 1994 — 1998
Bachelor's of Science, Psychology, Mass Communications: Advertising
RiverSource January 2014 - Present
RiverSource February 2011 - Present
Ameriprise Financial April 2010 - March 2011
Ameriprise Financial May 2007 - November 2010
Ameriprise Financial August 2004 - May 2007
Ameriprise Financial January 2003 - August 2004
Ameriprise Financial June 2002 - January 2003
Ameriprise Financial October 2000 - June 2002
Creative Training Solutions March 2000 - October 2000
Arcadia Financial October 1999 - March 2000
Skills
Leadership, Strategy, Marketing, Selling, Marketing Strategy, Marketing Communications, Competitive Analysis, Team Building, Sales, Team Leadership, Sales Management, Organizational..., Budgets, Fixed Annuities, Investments, Relationship Management, Financial Services, Customer Service, Financial Advisory, Mutual Funds, Series 7, Series 6, Insurance
Education
St. Cloud State University 1994 — 1998
Bachelor's of Science, Psychology, Mass Communications: Advertising
Cynthia Thorstad Cynthia Thorstad's RiverSource Experience April 2008 - March 2009
Job Experienced Territorial Sales Manager
Industry Wholesale
Experience
Melaleuca March 2009 - Present
Protecting Retirement LLC April 2009 - December 2011
RiverSource April 2008 - March 2009
Western Reserve Group January 2007 - April 2008
Jackson National Life September 2005 - January 2007
Nationwide Financial January 2001 - September 2005
Skills
Retirement Planning, Insurance, Fixed Annuities, Territory..., Relationship Management, Consultative Approach, Value-added, Cold Calling Experience, Executive Level..., Client Retention..., Competitive Analysis, Referral Development, Expert Presentation..., Strategic Financial..., Public Speaking, CRM, Wealth, Retirement, Leadership, Marketing, Financial Services, Sales Operations, Life Insurance, Employee Benefits, 401k, Management, Disability Insurance, B2B, Entrepreneurship, Small Business, Financial Planners, Series 63, Mutual Funds, Series 7, Financial Advisory, IRAs, Long-term Care
Education
University of Cincinnati 1978 — 1982
BS, Business
Ohio University 1975 — 1978
Business
Melaleuca March 2009 - Present
Protecting Retirement LLC April 2009 - December 2011
RiverSource April 2008 - March 2009
Western Reserve Group January 2007 - April 2008
Jackson National Life September 2005 - January 2007
Nationwide Financial January 2001 - September 2005
Skills
Retirement Planning, Insurance, Fixed Annuities, Territory..., Relationship Management, Consultative Approach, Value-added, Cold Calling Experience, Executive Level..., Client Retention..., Competitive Analysis, Referral Development, Expert Presentation..., Strategic Financial..., Public Speaking, CRM, Wealth, Retirement, Leadership, Marketing, Financial Services, Sales Operations, Life Insurance, Employee Benefits, 401k, Management, Disability Insurance, B2B, Entrepreneurship, Small Business, Financial Planners, Series 63, Mutual Funds, Series 7, Financial Advisory, IRAs, Long-term Care
Education
University of Cincinnati 1978 — 1982
BS, Business
Ohio University 1975 — 1978
Business
Tom Birks Tom Birks's RiverSource Experience May 2002 - December 2007
Job External Financial Services Wholesaler
Industry Financial Services
Experience
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Allstate Financial May 2010 - January 2014
Transamerica Capital January 2008 - May 2010
RiverSource May 2002 - December 2007
Financial Advisor June 1995 - May 2002
United States Air Force June 1991 - June 1995
Skills
Annuities, Wealth Management, Financial Planning, Series 7, Annuity, Retirement Planning, Investment Products, Retirement, Series 63, Wholesaling, Mutual Funds, Estate Planning, Asset Allocation, Series 24, IRA's, Investments, Fixed Annuities, Series 65, Insurance, Retirement Income..., Consultative Selling, 529 Plans, Alternative Investments, 401k, Pensions, IRAs, Financial Advisory, Investment Advisory, Strategic Financial..., Variable Annuities, Separately Managed..., Selling
Education
Indian Hills
University of Maryland College Park
Melissa Steiner Melissa Steiner's RiverSource Experience July 2009 - June 2011
Job Director, Insurance Distribution, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
RiverSource July 2009 - June 2011
RiverSource August 2003 - July 2009
Prudential Financial June 1995 - July 2003
Skills
Series 7, Series 24, Insurance, Fixed Annuities, Vendor Management, Relationship Management, Business Analysis, Risk Management, Series 6, Financial Services, FINRA, Business Process..., Six Sigma, Securities
Education
University of Minnesota - Carlson School of Management 1998 — 2007
MBA, Strategy, Operations
Gustavus Adolphus College 1991 — 1995
Bachelor of Arts (BA), Biology major, Economics minor, Magna Cum Laude, Phi Beta Kappa
Ameriprise Financial Services, Inc. June 2011 - Present
RiverSource July 2009 - June 2011
RiverSource August 2003 - July 2009
Prudential Financial June 1995 - July 2003
Skills
Series 7, Series 24, Insurance, Fixed Annuities, Vendor Management, Relationship Management, Business Analysis, Risk Management, Series 6, Financial Services, FINRA, Business Process..., Six Sigma, Securities
Education
University of Minnesota - Carlson School of Management 1998 — 2007
MBA, Strategy, Operations
Gustavus Adolphus College 1991 — 1995
Bachelor of Arts (BA), Biology major, Economics minor, Magna Cum Laude, Phi Beta Kappa
Marcus McIntosh's RiverSource Experience April 2008 - Present
Job Sr. Operations Manager at RiverSource Life Insurance Company
Industry Financial Services
Experience
RiverSource April 2008 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2006
American Express Financial Advisors January 1997 - January 2001
Skills
Series 6, Fixed Annuities, Risk Management, Mutual Funds, Insurance, Analysis, Securities, Financial Services, Leadership, Project Management, Management, Operations Management, Team Building, Process Improvement, Business Analysis, Vendor Management, Finance, Business Process..., Team Leadership, Series 7, Cross-functional Team..., Program Management, Mergers
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Finance, General
RiverSource April 2008 - Present
Ameriprise Financial Services, Inc. January 2001 - March 2006
American Express Financial Advisors January 1997 - January 2001
Skills
Series 6, Fixed Annuities, Risk Management, Mutual Funds, Insurance, Analysis, Securities, Financial Services, Leadership, Project Management, Management, Operations Management, Team Building, Process Improvement, Business Analysis, Vendor Management, Finance, Business Process..., Team Leadership, Series 7, Cross-functional Team..., Program Management, Mergers
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Finance, General
Mike Renuart Mike Renuart's RiverSource Experience 2004 - 2010
Job Regional Vice President at ForeThought Annuities
Industry Financial Services
Experience
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Laura Olsen Laura Olsen's RiverSource Experience May 2013 - Present
Job Expense Coordinator at RiverSource
Industry Retail
Experience
RiverSource May 2013 - Present
Pawn America November 2010 - April 2013
Foster Klima & Company November 2003 - September 2010
Skills
Customer Service, Sales, Microsoft Excel, Event Planning, Management
Education
North Hennepin Community College
A.S., Business Management
Wartburg College
General / Physical Therapy
RiverSource May 2013 - Present
Pawn America November 2010 - April 2013
Foster Klima & Company November 2003 - September 2010
Skills
Customer Service, Sales, Microsoft Excel, Event Planning, Management
Education
North Hennepin Community College
A.S., Business Management
Wartburg College
General / Physical Therapy
Alan Kirby's RiverSource Experience 2005 - 2007
Job at M.A Weatherbie & Co. inc.
Industry Investment Management
Experience
Weatherbie Capital, LLC June 2010 - Present
LightKeeper Investments, LP June 2007 - June 2010
RiverSource 2005 - 2007
Fidelity Investments 1997 - 2005
MetLife Corporate Accounts 1993 - 1997
New England Financial 1988 - 1992
Boston Marketing Services Group 1985 - 1987
The Gillette Company 1982 - 1984
Skills
Alternative Investments
Education
Boston University School of Management 2003 — 2005
Master of Science (MS), Investment Management
Massachusetts College of Art
BA, Marketing and Design
Weatherbie Capital, LLC June 2010 - Present
LightKeeper Investments, LP June 2007 - June 2010
RiverSource 2005 - 2007
Fidelity Investments 1997 - 2005
MetLife Corporate Accounts 1993 - 1997
New England Financial 1988 - 1992
Boston Marketing Services Group 1985 - 1987
The Gillette Company 1982 - 1984
Skills
Alternative Investments
Education
Boston University School of Management 2003 — 2005
Master of Science (MS), Investment Management
Massachusetts College of Art
BA, Marketing and Design
Drew Rust's RiverSource Experience April 2007 - May 2009
Job Partner at Tengu Capital, LLC
Industry Real Estate
Experience
Tengu Capital, LLC April 2013 - Present
Covenant Capital Management September 2009 - March 2013
RiverSource Distributors April 2007 - September 2009
Riversource April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC April 2007 - May 2009
RiverSource Investments 2007 - 2009
Ameriprise Financial 2007 - 2009
Victory Capital Management June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC June 2003 - April 2007
PARTNERS, LLC January 1999 - June 2003
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications
University of Kansas, BGS Organizational Communications 1991 — 1995
East High School 1989 — 1991
Colorado Academy 1979 — 1989
Series 3, 6, 7, 30, 63
Tengu Capital, LLC April 2013 - Present
Covenant Capital Management September 2009 - March 2013
RiverSource Distributors April 2007 - September 2009
Riversource April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC April 2007 - May 2009
RiverSource Investments 2007 - 2009
Ameriprise Financial 2007 - 2009
Victory Capital Management June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC June 2003 - April 2007
PARTNERS, LLC January 1999 - June 2003
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management
Education
The University of Kansas 1991 — 1995
BA, Business Communications
University of Kansas, BGS Organizational Communications 1991 — 1995
East High School 1989 — 1991
Colorado Academy 1979 — 1989
Series 3, 6, 7, 30, 63
Mark Keeling, MBA, CFP(R), CLU(R), CLTC Mark Keeling, MBA, CFP(R), CLU(R), CLTC's RiverSource Experience January 2015 - Present
Job at
Industry Financial Services
Experience
RiverSource January 2015 - Present
RiverSource December 2009 - January 2015
Mid American Financial Group October 2005 - December 2009
Ameriprise Financial October 2001 - October 2005
US Army Parachute Team 1997 - 2001
Skills
Series 7, Series 66, Series 24, Fixed Annuities, Retirement, Leadership, Retirement Planning, Asset Allocation, Financial Advisory, Series 63, Estate Planning, FINRA, 401k, 401k Rollovers, Securities, Finance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, IRAs, Investment Advisory, Uniform Combined State..., Variable Annuities, Insurance, Sales, Team Leadership, Disability Insurance
Education
Bethel University 2006 — 2008
MBA, Business Administration and Management, General
Saint Leo University 1998 — 2001
BS, Business Administration
Trevor G Browne High School 1985 — 1989
Minnesota State University, Mankato
RiverSource January 2015 - Present
RiverSource December 2009 - January 2015
Mid American Financial Group October 2005 - December 2009
Ameriprise Financial October 2001 - October 2005
US Army Parachute Team 1997 - 2001
Skills
Series 7, Series 66, Series 24, Fixed Annuities, Retirement, Leadership, Retirement Planning, Asset Allocation, Financial Advisory, Series 63, Estate Planning, FINRA, 401k, 401k Rollovers, Securities, Finance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, IRAs, Investment Advisory, Uniform Combined State..., Variable Annuities, Insurance, Sales, Team Leadership, Disability Insurance
Education
Bethel University 2006 — 2008
MBA, Business Administration and Management, General
Saint Leo University 1998 — 2001
BS, Business Administration
Trevor G Browne High School 1985 — 1989
Minnesota State University, Mankato
Kassandra Johnson's RiverSource Experience April 2015 - Present
Job Knowledge Manager and Trainer at RiverSource
Industry Financial Services
Experience
RiverSource April 2015 - Present
RiverSource July 2014 - April 2015
Ameriprise Financial Services, Inc. November 2012 - June 2014
Ameriprise Financial Services, Inc. March 2011 - November 2012
Wells Fargo Advisors, LLC September 2009 - February 2011
Moonshadow Farms April 2009 - October 2009
Harry & David Operations Corp. March 2006 - December 2008
Harry & David Operations Corp. June 2005 - March 2006
Red Cedar Medical Center November 2003 - May 2005
The Niche September 2004 - December 2004
Skills
Customer Service, Recruiting, Employee Relations, Talent Acquisition, Human Resources, Outlook, Performance Management, Microsoft Excel, Retail, Payroll, Employee Benefits, Sourcing, Training, Onboarding, Microsoft Word, PowerPoint, HRIS, Time Management, Team Building, Management, Interviews, Process Improvement, Inventory Management, Leadership, Analysis, Budgets, Sales, New Hire Orientations, Hiring, Marketing, Leadership Development, Insurance, Customer Retention, Cold Calling
Education
University of Phoenix 2006 — 2008
MBA, Human Resource Management
University of Wisconsin-Stout 2001 — 2004
BS, Retail Merchandising & Management
Centennial High School 1997 — 2001
RiverSource April 2015 - Present
RiverSource July 2014 - April 2015
Ameriprise Financial Services, Inc. November 2012 - June 2014
Ameriprise Financial Services, Inc. March 2011 - November 2012
Wells Fargo Advisors, LLC September 2009 - February 2011
Moonshadow Farms April 2009 - October 2009
Harry & David Operations Corp. March 2006 - December 2008
Harry & David Operations Corp. June 2005 - March 2006
Red Cedar Medical Center November 2003 - May 2005
The Niche September 2004 - December 2004
Skills
Customer Service, Recruiting, Employee Relations, Talent Acquisition, Human Resources, Outlook, Performance Management, Microsoft Excel, Retail, Payroll, Employee Benefits, Sourcing, Training, Onboarding, Microsoft Word, PowerPoint, HRIS, Time Management, Team Building, Management, Interviews, Process Improvement, Inventory Management, Leadership, Analysis, Budgets, Sales, New Hire Orientations, Hiring, Marketing, Leadership Development, Insurance, Customer Retention, Cold Calling
Education
University of Phoenix 2006 — 2008
MBA, Human Resource Management
University of Wisconsin-Stout 2001 — 2004
BS, Retail Merchandising & Management
Centennial High School 1997 — 2001
Chris Contos Chris Contos's RiverSource Experience August 2005 - August 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
VALIC June 2015 - Present
Contemporary Retirement Solutions December 2012 - Present
Prudential Financial August 2008 - January 2012
RiverSource August 2005 - August 2008
ING June 2001 - August 2005
Fortis Investments 1999 - 2001
Skills
Fixed Annuities, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Retirement, Investments, IRAs, Series 6, 401k, Series 7, Insurance, Alternative Investments, Securities, Retirement Planning, Long-term Care, Wealth Management, Asset Allocation, FINRA, Life Insurance
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Andrew Roeun's RiverSource Experience October 2012 - Present
Job Regional Sales Vice President
Industry Insurance
Experience
MetLife July 2015 - Present
RiverSource October 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - October 2012
Sonic Automotive September 2007 - March 2010
Car Pros October 2005 - July 2007
Skills
Family Finances, Estate Planning..., Retirement Planning..., Saving for Edcuation, Investments, Series 7, Wealth, Equities, Disability Insurance, FINRA, Asset Managment, Series 63, 401k Rollovers, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Roth IRA, Personal Financial..., Life Insurance, Financial Services, Securities, Sales, Variable Annuities, Long Term Care Insurance, Investment Management, Bonds, Term Life Insurance, Long-term Care, Income Protection, Universal Life, Whole Life, Relationship Management, Estate Planning, Retirement Planning
Education
University of La Verne 2009 — 2010
Business Administration and Management, General, 4.0
California State University-Long Beach 2002 — 2005
Bachelor of Arts (B.A.), Economics
Long Beach City College 1999 — 2001
Associate's degree, Economics
MetLife July 2015 - Present
RiverSource October 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - October 2012
Sonic Automotive September 2007 - March 2010
Car Pros October 2005 - July 2007
Skills
Family Finances, Estate Planning..., Retirement Planning..., Saving for Edcuation, Investments, Series 7, Wealth, Equities, Disability Insurance, FINRA, Asset Managment, Series 63, 401k Rollovers, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Roth IRA, Personal Financial..., Life Insurance, Financial Services, Securities, Sales, Variable Annuities, Long Term Care Insurance, Investment Management, Bonds, Term Life Insurance, Long-term Care, Income Protection, Universal Life, Whole Life, Relationship Management, Estate Planning, Retirement Planning
Education
University of La Verne 2009 — 2010
Business Administration and Management, General, 4.0
California State University-Long Beach 2002 — 2005
Bachelor of Arts (B.A.), Economics
Long Beach City College 1999 — 2001
Associate's degree, Economics
Allyson Moravec's RiverSource Experience December 2014 - Present
Job Events Coordinator at RiverSource
Industry Financial Services
Experience
RiverSource December 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - December 2014
Tree Trust February 2013 - January 2014
Tree Trust June 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - April 2012
Tree Trust July 2011 - November 2011
Ameriprise Financial May 2010 - August 2010
Ameriprise Financial May 2008 - August 2008
Skills
Social Media, Event Planning, Event Management, Project Planning, Entertainment, Public Speaking, Research
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Theatre Arts
Goldsmiths, University of London 2009 — 2009
Theatre Arts
RiverSource December 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - December 2014
Tree Trust February 2013 - January 2014
Tree Trust June 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - April 2012
Tree Trust July 2011 - November 2011
Ameriprise Financial May 2010 - August 2010
Ameriprise Financial May 2008 - August 2008
Skills
Social Media, Event Planning, Event Management, Project Planning, Entertainment, Public Speaking, Research
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Theatre Arts
Goldsmiths, University of London 2009 — 2009
Theatre Arts
Christian Lewis Christian Lewis's RiverSource Experience May 2015 - Present
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource May 2015 - Present
"On Call" - LFD October 2010 - Present
Lakeville Fire Department February 2008 - Present
Ameriprise Financial Services, Inc. November 2012 - May 2015
Ameriprise Financial Services, Inc. November 2010 - November 2012
Ameriprise Financial Services, Inc. April 2005 - August 2010
Piper Jaffray February 2001 - September 2004
Skills
Series 7, Financial Services, Social Media, Public Speaking, Coaching, Team Building, Series 63, Investments, Strategic Financial..., Team Leadership, Strategic Planning, Retirement Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Wealth Management, Sales, Business Development, FINRA, Investment Advisory, Mutual Funds, Estate Planning
Education
Dunwoody College of Technology 2005 — 2006
Automotive
University of Wisconsin-Eau Claire 1995 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lakeville High School 1992 — 1995
RiverSource May 2015 - Present
"On Call" - LFD October 2010 - Present
Lakeville Fire Department February 2008 - Present
Ameriprise Financial Services, Inc. November 2012 - May 2015
Ameriprise Financial Services, Inc. November 2010 - November 2012
Ameriprise Financial Services, Inc. April 2005 - August 2010
Piper Jaffray February 2001 - September 2004
Skills
Series 7, Financial Services, Social Media, Public Speaking, Coaching, Team Building, Series 63, Investments, Strategic Financial..., Team Leadership, Strategic Planning, Retirement Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Wealth Management, Sales, Business Development, FINRA, Investment Advisory, Mutual Funds, Estate Planning
Education
Dunwoody College of Technology 2005 — 2006
Automotive
University of Wisconsin-Eau Claire 1995 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lakeville High School 1992 — 1995
Dylan Bothun's RiverSource Experience September 2014 - Present
Job Regional Service Partner for RiverSource
Industry Financial Services
Experience
RiverSource September 2014 - Present
RiverSource June 2014 - September 2014
Ameriprise Financial Services, Inc. February 2012 - May 2014
First Investors Corporation June 2011 - March 2012
Anchor Bank January 2011 - March 2011
Skills
Leadership, Wealth Management
Education
Carleton College 2007 — 2011
Economics
Rosemount High School 2004 — 2007
RiverSource September 2014 - Present
RiverSource June 2014 - September 2014
Ameriprise Financial Services, Inc. February 2012 - May 2014
First Investors Corporation June 2011 - March 2012
Anchor Bank January 2011 - March 2011
Skills
Leadership, Wealth Management
Education
Carleton College 2007 — 2011
Economics
Rosemount High School 2004 — 2007
Julie ODell Julie ODell's RiverSource Experience April 2013 - August 2015
Job Senior Business Program Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
RiverSource April 2013 - August 2015
RiverSource May 2011 - April 2013
RiverSource November 2006 - May 2011
Citadel Broadcasting December 2002 - October 2008
Roundy's Supermarkets, Inc. June 2000 - November 2006
New Brighton Ford April 2006 - August 2006
Town Square Television October 2001 - February 2004
Skills
Organization, Communication, Process Improvement, Highly detail oriented, Expense Management, Project Management, Building Relationships, Problem Solving, Collaborative Problem..., Public Speaking, Positive Team Player, Motivated self-starter, Event Planning, Team Leadership, Customer Service, Financial Planning, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Sales
Education
North Hennepin Community College 2009 — 2015
General Studies
Brown College 2002 — 2003
Associate of Applied Science, Radio Broadcasting
Brown College 2001 — 2002
Associate of Applied Science, Television Production
Ameriprise Financial Services, Inc. August 2015 - Present
RiverSource April 2013 - August 2015
RiverSource May 2011 - April 2013
RiverSource November 2006 - May 2011
Citadel Broadcasting December 2002 - October 2008
Roundy's Supermarkets, Inc. June 2000 - November 2006
New Brighton Ford April 2006 - August 2006
Town Square Television October 2001 - February 2004
Skills
Organization, Communication, Process Improvement, Highly detail oriented, Expense Management, Project Management, Building Relationships, Problem Solving, Collaborative Problem..., Public Speaking, Positive Team Player, Motivated self-starter, Event Planning, Team Leadership, Customer Service, Financial Planning, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Sales
Education
North Hennepin Community College 2009 — 2015
General Studies
Brown College 2002 — 2003
Associate of Applied Science, Radio Broadcasting
Brown College 2001 — 2002
Associate of Applied Science, Television Production
Stephanie Fuerniss's RiverSource Experience January 1999 - January 2006
Job Marketing & Communications. Digital Content. Customer Experience. Social Media
Industry Marketing and Advertising
Experience
Independent June 2015 - Present
Prime Therapeutics March 2013 - June 2015
Capella University January 2009 - March 2013
Ameriprise Financial Services, Inc. January 1997 - June 2008
RiverSource January 1999 - January 2006
American Express Financial Advisors January 1997 - January 1999
Skills
Writing for the Web, Web editing, Web Content Management, Social Media, Online Communities, Content Management, Corporate Communications, Editing, Blogging, Social Networking, Web Content, Writing, Marketing Communications, Event Planning, Internal Communications, Copy Editing, Proofreading, Public Relations, Strategic Communications, Event Management, Community Management, AP Style, Ap Style, WordPress, Marketing, Social Media Marketing, Community Sites, User Experience, Press Releases, Editorial, Marketing Strategy, Video, Web Editing, Content Strategy, Web Design, Leadership, Facebook, Copywriting, Newsletters, Community Development, Digital Media, CMS, Nonprofits, Dreamweaver, Email Marketing, Strategy, Content Development, Online Marketing, CRM, YouTube
Education
University of Minnesota-Twin Cities 1987 — 1992
Bachelor of Arts, Mass Communications
Vermillion highschool
Independent June 2015 - Present
Prime Therapeutics March 2013 - June 2015
Capella University January 2009 - March 2013
Ameriprise Financial Services, Inc. January 1997 - June 2008
RiverSource January 1999 - January 2006
American Express Financial Advisors January 1997 - January 1999
Skills
Writing for the Web, Web editing, Web Content Management, Social Media, Online Communities, Content Management, Corporate Communications, Editing, Blogging, Social Networking, Web Content, Writing, Marketing Communications, Event Planning, Internal Communications, Copy Editing, Proofreading, Public Relations, Strategic Communications, Event Management, Community Management, AP Style, Ap Style, WordPress, Marketing, Social Media Marketing, Community Sites, User Experience, Press Releases, Editorial, Marketing Strategy, Video, Web Editing, Content Strategy, Web Design, Leadership, Facebook, Copywriting, Newsletters, Community Development, Digital Media, CMS, Nonprofits, Dreamweaver, Email Marketing, Strategy, Content Development, Online Marketing, CRM, YouTube
Education
University of Minnesota-Twin Cities 1987 — 1992
Bachelor of Arts, Mass Communications
Vermillion highschool
Jason Zach Jason Zach's RiverSource Experience April 2008 - May 2009
Job Life Sales Director Great Plains Region
Industry Financial Services
Experience
American National Insurance October 2013 - Present
Aviva USA November 2010 - October 2013
Bank of the West October 2009 - November 2010
RiverSource April 2008 - May 2009
Prudential Financial February 2007 - April 2008
ING December 2004 - February 2007
ING March 2002 - December 2004
Skills
Capital Markets, Investment Banking, Bonds, Financial Advisory, Financial Analysis, Financial Services, Asset Allocation, Investments, Mutual Funds, Life Insurance, Indexed Annuities, Variable Annuities, Series 7, Series 63, Series 65, Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Series 24, FINRA, Insurance, Relationship Management, Long-term Care, Long Term Care Insurance, IRAs, Alternative Investments, ETFs, Trading, Income Protection, Finance, Banking, Investment Strategies, Term Life Insurance, Universal Life, 401k, Uniform Combined State..., Roth IRA, Whole Life, 401k Rollovers, Financial Planners, Wealth Accumulation, Wealth Management..., Retirement Savings, Wealth, Life, College Savings Plans, Personal Financial..., Licensed Life, Annuity Sales
Education
Drake University 1994 — 1998
Bachelor of Business Administration (BBA), Insurance and Corporate Finance
American National Insurance October 2013 - Present
Aviva USA November 2010 - October 2013
Bank of the West October 2009 - November 2010
RiverSource April 2008 - May 2009
Prudential Financial February 2007 - April 2008
ING December 2004 - February 2007
ING March 2002 - December 2004
Skills
Capital Markets, Investment Banking, Bonds, Financial Advisory, Financial Analysis, Financial Services, Asset Allocation, Investments, Mutual Funds, Life Insurance, Indexed Annuities, Variable Annuities, Series 7, Series 63, Series 65, Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Series 24, FINRA, Insurance, Relationship Management, Long-term Care, Long Term Care Insurance, IRAs, Alternative Investments, ETFs, Trading, Income Protection, Finance, Banking, Investment Strategies, Term Life Insurance, Universal Life, 401k, Uniform Combined State..., Roth IRA, Whole Life, 401k Rollovers, Financial Planners, Wealth Accumulation, Wealth Management..., Retirement Savings, Wealth, Life, College Savings Plans, Personal Financial..., Licensed Life, Annuity Sales
Education
Drake University 1994 — 1998
Bachelor of Business Administration (BBA), Insurance and Corporate Finance
Nate Hitch's RiverSource Experience October 2014 - Present
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource October 2014 - Present
RiverSource February 2010 - Present
Augsburg College January 2006 - October 2014
Tonka United January 2011 - September 2011
RiverSource January 2008 - February 2010
AXA Advisors July 2005 - January 2008
Skills
Coaching, Client Development, Territory Planning, Client Relationship..., Sales Presentations, Salesforce.com, Group Presentations, Excel, Microsoft Office, Word, Annuities, Asset Management, Financial Planning, Sales Management, Coaching Staff, Partnering, Team Management, Webcasting, Sales Operations, Marketing, Training, CRM, Selling
Education
Gustavus Adolphus College 2001 — 2005
Bachlor, Psychology, Biology
RiverSource October 2014 - Present
RiverSource February 2010 - Present
Augsburg College January 2006 - October 2014
Tonka United January 2011 - September 2011
RiverSource January 2008 - February 2010
AXA Advisors July 2005 - January 2008
Skills
Coaching, Client Development, Territory Planning, Client Relationship..., Sales Presentations, Salesforce.com, Group Presentations, Excel, Microsoft Office, Word, Annuities, Asset Management, Financial Planning, Sales Management, Coaching Staff, Partnering, Team Management, Webcasting, Sales Operations, Marketing, Training, CRM, Selling
Education
Gustavus Adolphus College 2001 — 2005
Bachlor, Psychology, Biology
Laura Bickel, MBA Laura Bickel, MBA's RiverSource Experience December 2012 - August 2014
Job Registered Client Service Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
RiverSource December 2012 - August 2014
Ameriprise Financial Services, Inc. June 2011 - December 2012
COUNTRY Financial® January 2010 - June 2011
Hutchinson Area Health Care January 2007 - September 2009
Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University
Master of Music, Piano Performance and Pedagogy
Lawrence University
Bachelor of Music, Piano Performance
Ameriprise Financial August 2014 - Present
RiverSource December 2012 - August 2014
Ameriprise Financial Services, Inc. June 2011 - December 2012
COUNTRY Financial® January 2010 - June 2011
Hutchinson Area Health Care January 2007 - September 2009
Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University
Master of Music, Piano Performance and Pedagogy
Lawrence University
Bachelor of Music, Piano Performance
Blair Haslerud Blair Haslerud's RiverSource Experience March 2009 - December 2010
Job Regonal Sales Manager at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc June 2015 - Present
hedberg search October 2013 - February 2015
Gradient Financial Group December 2011 - June 2014
RiverSource March 2009 - December 2010
RiverSource July 2007 - March 2009
Wells Fargo Investments July 1999 - July 2007
Robert W. Baird & Co. July 1991 - July 1999
Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds
Education
University of Minnesota-Duluth 1982 — 1988
BBA, Business, Finance
elliot
Ameriprise Financial Services, Inc June 2015 - Present
hedberg search October 2013 - February 2015
Gradient Financial Group December 2011 - June 2014
RiverSource March 2009 - December 2010
RiverSource July 2007 - March 2009
Wells Fargo Investments July 1999 - July 2007
Robert W. Baird & Co. July 1991 - July 1999
Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds
Education
University of Minnesota-Duluth 1982 — 1988
BBA, Business, Finance
elliot
Matt Buschy Matt Buschy's RiverSource Experience May 2013 - Present
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
Daniel W Thomas's RiverSource Experience April 2004 - June 2007
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Kathleen E. Burke Kathleen E. Burke's RiverSource Experience August 2013 - Present
Job Director, Events
Industry Financial Services
Experience
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2012
Ameriprise Financial Services, Inc. May 2007 - November 2008
Ameriprise Financial Services, Inc. May 2004 - May 2007
American Express 1996 - 2004
Maritz 1994 - 1996
Maritz 1993 - 1994
Maritz 1993 - 1993
Maritz 1989 - 1993
Maritz 1988 - 1989
Skills
Marketing Communications, Strategic Thinking, Team Leadership, Building Relationships, Product Launch, Copywriting, Management, Coaching, Sales Management, Team Building, Financial Services, Contract Negotiation, Budgets, Marketing, Vendor Management, Strategic Communications, Customer Experience, Messaging, Performance Improvement, Incentive Travel, Group Travel, Rewards Programs, Reward Systems, Creative Strategy, Program Implementation, Development Of Employees, Direct Marketing, Marketing Strategy, Advertising, Marketing Management, Strategy, Project Management, Creative Direction, Program Management, Strategic Planning, Training, Sales Operations, Internal Communications, Event Management, Sales, Event Planning, Social Media, Analysis, Integrated Marketing
Education
Saint Louis University
MBA, Marketing
Saint Louis University
Bachelor of Business Administration (B.B.A.), Personnel and Industrial Relations
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. November 2008 - September 2012
Ameriprise Financial Services, Inc. May 2007 - November 2008
Ameriprise Financial Services, Inc. May 2004 - May 2007
American Express 1996 - 2004
Maritz 1994 - 1996
Maritz 1993 - 1994
Maritz 1993 - 1993
Maritz 1989 - 1993
Maritz 1988 - 1989
Skills
Marketing Communications, Strategic Thinking, Team Leadership, Building Relationships, Product Launch, Copywriting, Management, Coaching, Sales Management, Team Building, Financial Services, Contract Negotiation, Budgets, Marketing, Vendor Management, Strategic Communications, Customer Experience, Messaging, Performance Improvement, Incentive Travel, Group Travel, Rewards Programs, Reward Systems, Creative Strategy, Program Implementation, Development Of Employees, Direct Marketing, Marketing Strategy, Advertising, Marketing Management, Strategy, Project Management, Creative Direction, Program Management, Strategic Planning, Training, Sales Operations, Internal Communications, Event Management, Sales, Event Planning, Social Media, Analysis, Integrated Marketing
Education
Saint Louis University
MBA, Marketing
Saint Louis University
Bachelor of Business Administration (B.B.A.), Personnel and Industrial Relations
Darlene Wood Darlene Wood's RiverSource Experience November 2009 - Present
Job Senior Graphic Designer at Ameriprise Financial Services, Inc.
Industry Graphic Design
Experience
RiverSource November 2009 - Present
Ameriprise Financial Services, Inc. November 2009 - Present
Voyageur Asset Management Inc. January 2008 - June 2009
Voyageur Asset Management May 2006 - December 2007
The Creative Group November 2005 - March 2006
University of North Dakota September 2003 - September 2005
Skills
Adobe Creative Suite, Adobe Acrobat, Brochures, InDesign, Illustrator, Layout, Photoshop, Graphic Design, Logo Design, Graphics, Newsletters, PowerPoint, Posters, Direct Mail, Advertising, Marketing
Education
The University of North Dakota 2001 — 2005
BA, Graphic Design
RiverSource November 2009 - Present
Ameriprise Financial Services, Inc. November 2009 - Present
Voyageur Asset Management Inc. January 2008 - June 2009
Voyageur Asset Management May 2006 - December 2007
The Creative Group November 2005 - March 2006
University of North Dakota September 2003 - September 2005
Skills
Adobe Creative Suite, Adobe Acrobat, Brochures, InDesign, Illustrator, Layout, Photoshop, Graphic Design, Logo Design, Graphics, Newsletters, PowerPoint, Posters, Direct Mail, Advertising, Marketing
Education
The University of North Dakota 2001 — 2005
BA, Graphic Design
Schivon Braswell's RiverSource Experience December 2012 - May 2014
Job Model, Actress, Songstress at One Source Talent
Industry Financial Services
Experience
Sarah's Circle February 2015 - Present
One Source Talent April 2015 - Present
Brazen Face entertainment July 2008 - Present
AuthorHouse June 2006 - Present
RiverSource December 2012 - May 2014
Ameriprise Financial Services, Inc. February 2011 - May 2014
Nordstrom July 2010 - February 2011
Nordstrom Inc July 2009 - January 2011
Watson Accounting & Tax June 2007 - July 2009
Hartford Life Insurance Company and Annuity October 2006 - July 2009
Skills
Sales, Marketing, Negotiation, Administrative Work, Customer Service, Advertising, Event Planning, Inventory Management, Outlook, Customer Satisfaction, Leadership, Strategic Planning, Social Media, PowerPoint, Public Speaking, Time Management, Photoshop, Microsoft Office, Account Management, Microsoft Excel, Research, Non-profits, Marketing Strategy, Training, Recruiting, Social Media Marketing, Public Relations, Talent Acquisition, Blogging, Sales Management, Social Networking, Teamwork, Books, Management, Microsoft Word, Coaching, Editing, Brand Development, Teaching, Analysis, Team Leadership, Market Research, Salesforce.com, Event Management, Retail, Team Building, Photography, InDesign, Publishing, Budgets
Education
Full Sail University 2013 — 2016
Bachelor of Fine Arts (BFA), Creative Writing
University of Phoenix 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General
InverHills Community College
Participated in the A.S.A.P
Sarah's Circle February 2015 - Present
One Source Talent April 2015 - Present
Brazen Face entertainment July 2008 - Present
AuthorHouse June 2006 - Present
RiverSource December 2012 - May 2014
Ameriprise Financial Services, Inc. February 2011 - May 2014
Nordstrom July 2010 - February 2011
Nordstrom Inc July 2009 - January 2011
Watson Accounting & Tax June 2007 - July 2009
Hartford Life Insurance Company and Annuity October 2006 - July 2009
Skills
Sales, Marketing, Negotiation, Administrative Work, Customer Service, Advertising, Event Planning, Inventory Management, Outlook, Customer Satisfaction, Leadership, Strategic Planning, Social Media, PowerPoint, Public Speaking, Time Management, Photoshop, Microsoft Office, Account Management, Microsoft Excel, Research, Non-profits, Marketing Strategy, Training, Recruiting, Social Media Marketing, Public Relations, Talent Acquisition, Blogging, Sales Management, Social Networking, Teamwork, Books, Management, Microsoft Word, Coaching, Editing, Brand Development, Teaching, Analysis, Team Leadership, Market Research, Salesforce.com, Event Management, Retail, Team Building, Photography, InDesign, Publishing, Budgets
Education
Full Sail University 2013 — 2016
Bachelor of Fine Arts (BFA), Creative Writing
University of Phoenix 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General
InverHills Community College
Participated in the A.S.A.P
Lori Shinnick's RiverSource Experience August 2005 - August 2010
Job Clinical Program Analyst
Industry Insurance
Experience
UnitedHealthcare August 2014 - Present
Optum February 2013 - August 2014
Optum August 2011 - February 2013
UnitedHealth Group August 2010 - July 2011
RiverSource August 2005 - August 2010
RiverSource October 2002 - July 2005
American Express November 2000 - October 2002
Skills
Insurance, Business Process..., Visio, Healthcare, Process Improvement, Requirements Gathering, Change Management, Business Development, Sales
Education
Southwest Minnesota State University 1990 — 1994
BA, Political Science and Business Administration
UnitedHealthcare August 2014 - Present
Optum February 2013 - August 2014
Optum August 2011 - February 2013
UnitedHealth Group August 2010 - July 2011
RiverSource August 2005 - August 2010
RiverSource October 2002 - July 2005
American Express November 2000 - October 2002
Skills
Insurance, Business Process..., Visio, Healthcare, Process Improvement, Requirements Gathering, Change Management, Business Development, Sales
Education
Southwest Minnesota State University 1990 — 1994
BA, Political Science and Business Administration
Derek Sutherland's RiverSource Experience January 2010 - December 2010
Job Sr. Internal Retirement Consultant, Allianz Life
Industry Financial Services
Experience
Allianz Life October 2011 - Present
RiverSource Annuities January 2011 - October 2011
RiverSource January 2010 - December 2010
Ameriprise August 2006 - April 2010
Education
Minnesota State University, Mankato 1996 — 2001
Allianz Life October 2011 - Present
RiverSource Annuities January 2011 - October 2011
RiverSource January 2010 - December 2010
Ameriprise August 2006 - April 2010
Education
Minnesota State University, Mankato 1996 — 2001
Kevin Hubers's RiverSource Experience February 2008 - March 2009
Job VP Treasury at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - September 2013
Ameriprise Financial Services, Inc. June 2010 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2010
RiverSource February 2008 - March 2009
Ameriprise Financial Services, Inc. January 2006 - February 2008
American Express 1996 - 2005
Education
Northwestern College 1991 — 1995
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - September 2013
Ameriprise Financial Services, Inc. June 2010 - September 2012
Ameriprise Financial Services, Inc. March 2009 - June 2010
RiverSource February 2008 - March 2009
Ameriprise Financial Services, Inc. January 2006 - February 2008
American Express 1996 - 2005
Education
Northwestern College 1991 — 1995
Brendt E. Becker's RiverSource Experience 2011 - Present
Job Regional Vice President at RiverSource Annuities
Industry Financial Services
Experience
RiverSource 2011 - Present
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Variable Annuities, Retirement Planning, Asset Allocation, Retirement, Separately Managed...
Education
University of South Florida 1988 — 1993
Business Administration, Management and Operations
RiverSource 2011 - Present
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Variable Annuities, Retirement Planning, Asset Allocation, Retirement, Separately Managed...
Education
University of South Florida 1988 — 1993
Business Administration, Management and Operations
Tracy Gehrke, MBA's RiverSource Experience January 2014 - Present
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource January 2014 - Present
AMERIPRISE July 2010 - January 2014
IKEA North America June 2008 - July 2010
Whimsy's Tool Kit March 2005 - December 2007
HOM Furniture March 2002 - May 2005
Minnesota Life August 1994 - September 2001
Skills
General Securities..., Customer Service, Training, Sales, Coaching, Business Development, Insurance, Marketing Strategy, Marketing, Financial Services, Marketing Communications, CRM, Recruiting, Finance, Leadership, Technical Writing, Time Management, Salesforce.com, Event Planning, Organizational..., Retail, Leadership Development, Sales Management, Business Planning, Small Business, Strategic Financial..., Financial Planning
Education
Capella University 2009 — 2011
MASTERS OF BUSINESS ADMINSTRATION, Human Resource Management
University of Minnesota 1998 — 2000
BACHELOR OF ARTS, Psychology
Burnsville Senior High School
RiverSource January 2014 - Present
AMERIPRISE July 2010 - January 2014
IKEA North America June 2008 - July 2010
Whimsy's Tool Kit March 2005 - December 2007
HOM Furniture March 2002 - May 2005
Minnesota Life August 1994 - September 2001
Skills
General Securities..., Customer Service, Training, Sales, Coaching, Business Development, Insurance, Marketing Strategy, Marketing, Financial Services, Marketing Communications, CRM, Recruiting, Finance, Leadership, Technical Writing, Time Management, Salesforce.com, Event Planning, Organizational..., Retail, Leadership Development, Sales Management, Business Planning, Small Business, Strategic Financial..., Financial Planning
Education
Capella University 2009 — 2011
MASTERS OF BUSINESS ADMINSTRATION, Human Resource Management
University of Minnesota 1998 — 2000
BACHELOR OF ARTS, Psychology
Burnsville Senior High School
Mark D Scalercio's RiverSource Experience June 2012 - Present
Job Vice President, National Head of Sales at RiverSource
Industry Financial Services
Experience
RiverSource June 2012 - Present
AXA Equitable April 2010 - June 2012
Skills
Series 63, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Leadership, Series 6, Investments, Fixed Annuities
Education
Northern Arizona University, College of Business Administration 1981 — 1985
Northern Arizona University
Bachelor of Applied Science (B.A.Sc.) Journalism / Marketing, Public Relations, Advertising, and Applied Communication
RiverSource June 2012 - Present
AXA Equitable April 2010 - June 2012
Skills
Series 63, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Leadership, Series 6, Investments, Fixed Annuities
Education
Northern Arizona University, College of Business Administration 1981 — 1985
Northern Arizona University
Bachelor of Applied Science (B.A.Sc.) Journalism / Marketing, Public Relations, Advertising, and Applied Communication
Robyn Gilbertson's RiverSource Experience November 2009 - January 2011
Job Relationship Manager Mutual Funds
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Shon Burns's RiverSource Experience August 2015 - Present
Job Life Insurance Wholesaler at RiverSource Insurance
Industry Insurance
Experience
RiverSource August 2015 - Present
Burns Insurance Group August 2014 - Present
National Agents Alliance April 2010 - August 2014
The Mergis Group November 2008 - July 2011
NAA 2010 - 2011
Rowe Installation March 2008 - October 2008
US Bank May 2007 - February 2008
Accountemps August 2006 - December 2006
Education
St. Cloud State University 2003 — 2006
Bachelors, Finance
RiverSource August 2015 - Present
Burns Insurance Group August 2014 - Present
National Agents Alliance April 2010 - August 2014
The Mergis Group November 2008 - July 2011
NAA 2010 - 2011
Rowe Installation March 2008 - October 2008
US Bank May 2007 - February 2008
Accountemps August 2006 - December 2006
Education
St. Cloud State University 2003 — 2006
Bachelors, Finance
Scott Ramey's RiverSource Experience 2008 - 2010
Job Executive Vice President, Business Development
Industry Financial Services
Experience
Transamerica 2010 - Present
RiverSource 2008 - 2010
Transamerica 2006 - 2008
Education
John Carroll University
Transamerica 2010 - Present
RiverSource 2008 - 2010
Transamerica 2006 - 2008
Education
John Carroll University
Christopher Montague's RiverSource Experience July 2015 - Present
Job Conservation Manager at RiverSource
Industry Financial Services
Experience
RiverSource July 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - July 2015
Minneapolis Financial Group December 2010 - March 2011
Brookstone November 2008 - January 2011
Scottrade January 2009 - August 2009
Skills
Customer Service, Insurance, Finance, Financial Analysis, Investments, Management, Sales, Retail, Forecasting, Strategic Financial..., Budgets, Leadership, Time Management, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Credit, Customer Satisfaction, Team Leadership, Financial Modeling
Education
Minnesota School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Minnesota School of Business 2009 — 2013
BS Business Management-Finance, Finance, Economics, Accounting
RiverSource July 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - July 2015
Minneapolis Financial Group December 2010 - March 2011
Brookstone November 2008 - January 2011
Scottrade January 2009 - August 2009
Skills
Customer Service, Insurance, Finance, Financial Analysis, Investments, Management, Sales, Retail, Forecasting, Strategic Financial..., Budgets, Leadership, Time Management, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Credit, Customer Satisfaction, Team Leadership, Financial Modeling
Education
Minnesota School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Minnesota School of Business 2009 — 2013
BS Business Management-Finance, Finance, Economics, Accounting
Britt Larson's RiverSource Experience May 2011 - Present
Job Sr. Customer Service Professional
Industry Financial Services
Experience
RiverSource May 2011 - Present
Ameriprise Financial February 1998 - December 2007
Skills
Coaching, Training Delivery, Training, Life Insurance, Employee Training, Insurance
Education
Augustana University (SD) 1987 — 1992
BA, Music
RiverSource May 2011 - Present
Ameriprise Financial February 1998 - December 2007
Skills
Coaching, Training Delivery, Training, Life Insurance, Employee Training, Insurance
Education
Augustana University (SD) 1987 — 1992
BA, Music
Jameson Wakefield, MBA, CLU, ChFC's RiverSource Experience 2013 - Present
Job Director Product Marketing and Competitive Intelligence at RiverSource
Industry Insurance
Experience
RiverSource 2013 - Present
Ameriprise Financial March 2008 - June 2013
RiverSource Life Insurance Company at Ameriprise Financial October 2006 - March 2008
RiverSource Life Insurance Company at Ameriprise Financial January 2003 - October 2006
Skills
Disability Insurance, Life Insurance, Series 7, Product Marketing, Financial Services, Retirement Planning, Employee Training, Insurance, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, Customer Service, Asset Allocation, Fixed Annuities, Series 24
Education
University of St. Thomas 1999 — 2005
MBA, Marketing
St. Cloud State University 1988 — 1991
BA, Polictical Science
RiverSource 2013 - Present
Ameriprise Financial March 2008 - June 2013
RiverSource Life Insurance Company at Ameriprise Financial October 2006 - March 2008
RiverSource Life Insurance Company at Ameriprise Financial January 2003 - October 2006
Skills
Disability Insurance, Life Insurance, Series 7, Product Marketing, Financial Services, Retirement Planning, Employee Training, Insurance, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, Customer Service, Asset Allocation, Fixed Annuities, Series 24
Education
University of St. Thomas 1999 — 2005
MBA, Marketing
St. Cloud State University 1988 — 1991
BA, Polictical Science
Dylan Stenglein's RiverSource Experience August 2013 - Present
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - August 2013
RiverSource Insurance February 2010 - January 2012
Ameriprise Financial March 2008 - February 2010
Thrivent Financial August 2007 - March 2008
Cintas Corporation April 2006 - August 2007
Cintas Corporation May 2004 - April 2006
Wisconsin Home Furnishings January 2001 - January 2003
Skills
Customer Relations, Sales Management, Retirement Planning, Customer Satisfaction, Investments, Insurance, Disability Insurance, Financial Planning, Fishing, Series 7, Series 66, CMFC, Mutual Funds, Life Insurance, Employee Training, Strategic Financial..., Uniform Combined State..., Series 63, Fixed Annuities, Customer Service, Wealth Management, Retirement, Financial Services, Securities, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Long-term Care, FINRA, Financial Advisory, Variable Annuities, Annuity Sales, Investment Strategies, Estate Planning
Education
University of Minnesota-Duluth 1999 — 2004
History, Sales, Marketing
Anoka High School 1994 — 1997
RiverSource August 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - August 2013
RiverSource Insurance February 2010 - January 2012
Ameriprise Financial March 2008 - February 2010
Thrivent Financial August 2007 - March 2008
Cintas Corporation April 2006 - August 2007
Cintas Corporation May 2004 - April 2006
Wisconsin Home Furnishings January 2001 - January 2003
Skills
Customer Relations, Sales Management, Retirement Planning, Customer Satisfaction, Investments, Insurance, Disability Insurance, Financial Planning, Fishing, Series 7, Series 66, CMFC, Mutual Funds, Life Insurance, Employee Training, Strategic Financial..., Uniform Combined State..., Series 63, Fixed Annuities, Customer Service, Wealth Management, Retirement, Financial Services, Securities, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Long-term Care, FINRA, Financial Advisory, Variable Annuities, Annuity Sales, Investment Strategies, Estate Planning
Education
University of Minnesota-Duluth 1999 — 2004
History, Sales, Marketing
Anoka High School 1994 — 1997
Robert Berglund's RiverSource Experience April 2004 - December 2009
Job Relationship Manager
Industry Financial Services
Experience
Ameriprise Financial 2004 - Present
RiverSource April 2004 - December 2009
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Mutual Funds, Retirement Planning, Asset Allocation
Education
St. Olaf College 1994 — 1998
BA, Economics
Ameriprise Financial 2004 - Present
RiverSource April 2004 - December 2009
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Mutual Funds, Retirement Planning, Asset Allocation
Education
St. Olaf College 1994 — 1998
BA, Economics
Dave Kratz's RiverSource Experience May 2003 - August 2010
Job RVP at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
David Rumelhart's RiverSource Experience 2006 - 2009
Job New Business Case Manager
Industry Financial Services
Experience
USAdvisors Insurance Agency January 2014 - Present
RiverSource 2006 - 2009
Skills
Insurance
Education
University of Northern Iowa 2000 — 2004
BA, Finance, Economics
USAdvisors Insurance Agency January 2014 - Present
RiverSource 2006 - 2009
Skills
Insurance
Education
University of Northern Iowa 2000 — 2004
BA, Finance, Economics
Brian Reiss, CFP®, CRPC®, CMFC®'s RiverSource Experience August 2000 - April 2015
Job Financial Advisor Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services May 2015 - Present
RiverSource August 2000 - April 2015
American Express Financial Advisors May 1996 - August 2000
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner Program
Rutgers University-New Brunswick 1986 — 1991
Bachelor’s Degree, Economics, Labor Studies
Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services May 2015 - Present
RiverSource August 2000 - April 2015
American Express Financial Advisors May 1996 - August 2000
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner Program
Rutgers University-New Brunswick 1986 — 1991
Bachelor’s Degree, Economics, Labor Studies
Brian Boyer's RiverSource Experience November 2012 - August 2014
Job Sr. Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial Services, Inc. November 2010 - November 2012
Skills
Series 7, Life Insurance, Series 63, Finance, Insurance, Retirement Planning, Fixed Annuities, Financial Analysis, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, Management, Investments
Education
University of Minnesota-Twin Cities 2008 — 2010
B.A., History
County College of Morris 2004 — 2005
Associate's degree, Social Sciences
Ameriprise Financial Services, Inc. August 2014 - Present
RiverSource November 2012 - August 2014
Ameriprise Financial Services, Inc. November 2010 - November 2012
Skills
Series 7, Life Insurance, Series 63, Finance, Insurance, Retirement Planning, Fixed Annuities, Financial Analysis, Strategic Financial..., Mutual Funds, Financial Planning, Financial Services, Management, Investments
Education
University of Minnesota-Twin Cities 2008 — 2010
B.A., History
County College of Morris 2004 — 2005
Associate's degree, Social Sciences
Dawn Kot's RiverSource Experience October 1991 - February 2000
Job Regional Business Consultant at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors June 2014 - Present
ING US December 2004 - May 2014
RiverSource October 1991 - February 2000
Education
Maria College of Albany 1980 — 1982
Associate's degree, Executive Assistant/Executive Secretary
Voya Financial Advisors June 2014 - Present
ING US December 2004 - May 2014
RiverSource October 1991 - February 2000
Education
Maria College of Albany 1980 — 1982
Associate's degree, Executive Assistant/Executive Secretary
Jeffrey Laikind's RiverSource Experience 2003 - 2010
Job Corporate Director at Darien Rowayton Bank
Industry Financial Services
Experience
Self-employed Corporate DirectorDarien Rowayton Bank2010 - Present
Hapoalim Securities USA 2007 - Present
American Progressive Insurance 1987 - Present
RiverSource 2003 - 2010
Richemont 1987 - 1997
Hanover Direct 1987 - 1997
Harken Energy 1983 - 1993
Skills
Private Equity, Portfolio Management, Financial Modeling, Investments, Corporate Law, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Hedge Funds
Education
Cornell University 1953 — 1957
Bachelor's degree
Choate Rosemary Hall 1948 — 1953
Diploma
Self-employed Corporate DirectorDarien Rowayton Bank2010 - Present
Hapoalim Securities USA 2007 - Present
American Progressive Insurance 1987 - Present
RiverSource 2003 - 2010
Richemont 1987 - 1997
Hanover Direct 1987 - 1997
Harken Energy 1983 - 1993
Skills
Private Equity, Portfolio Management, Financial Modeling, Investments, Corporate Law, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Hedge Funds
Education
Cornell University 1953 — 1957
Bachelor's degree
Choate Rosemary Hall 1948 — 1953
Diploma
Craig McCrindle's RiverSource Experience July 2007 - May 2008
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
RiverSource July 2007 - May 2008
Transamerica May 2001 - July 2007
United States Marine Corps 1989 - 1994
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Wealth Management, Retirement, Series 7, Series 63, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Fixed Annuities, 401k, Investment Advisory, Insurance, Financial Services, Alternative Investments
Education
Texas A&M University 1984 — 1988
Bachelor of Arts (B.A.), Politcal Science
Wells Fargo Advisors May 2008 - Present
RiverSource July 2007 - May 2008
Transamerica May 2001 - July 2007
United States Marine Corps 1989 - 1994
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Wealth Management, Retirement, Series 7, Series 63, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Fixed Annuities, 401k, Investment Advisory, Insurance, Financial Services, Alternative Investments
Education
Texas A&M University 1984 — 1988
Bachelor of Arts (B.A.), Politcal Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO