RiverSource Investments
Industry: Company
DescriptionHeadquarters: Boston, MA Parent organizations: Ameriprise Financial, Ameriprise Insurance Company Subsidiaries: Advisory Capital Strategies Group Inc,
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RiverSource Investments Employees
Employee
Years
Job
Industry
Jake Saba Jake Saba's RiverSource Investments Experience 2008 - 2009
Job Regional Director, Partner at MultiFunds, Inc.
Industry Financial Services
Experience
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Multi-Funds, Inc. July 2010 - Present
RiverSource Investments 2008 - 2009
UBS Wealth Management 2005 - 2008
LiquiCell Technologies, Inc. 2003 - 2005
Industrial Management Group 2001 - 2003
Merrill Lynch 1998 - 2001
Skills
Presenter, Professional Networking, connecting, Series 7, Asset Management, Customer Relations, Strategic Partnerships, Connector, Mutual Funds, Wholesaling, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Investments, Asset Allocation, Consultative Selling, New Business Development, Business Planning, Small Business, Asset Managment, Business Development, Insurance, Financial Services, Selling, Separately Managed..., ETFs, Retirement Planning, Strategy, Wealth Management, Retirement, Securities, Uniform Combined State..., Fixed Annuities, Portfolio Management, Sales, Finance, Relationship Management, Consulting, 401k, Marketing, Leadership, Strategic Planning, Fixed Income
Education
Concordia University-St. Paul 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 1994 — 1998
BA, Economics
Nancy Hayes Nancy Hayes's RiverSource Investments Experience October 2003 - April 2010
Job Director Asset Management LFO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Jennifer Weglarz Jennifer Weglarz's RiverSource Investments Experience September 1997 - 2010
Job Content Sourcing and Relationship Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Adam Goldkamp Adam Goldkamp's RiverSource Investments Experience January 2007 - December 2007
Job Chief Operations Officer at GetHuman.com
Industry Consumer Services
Experience
BEI Property Corp. 2009 - Present
GetHuman.com 2009 - Present
BEI Energy Company, LLC June 2009 - June 2012
Babson Green Management Consulting August 2008 - December 2008
RiverSource Investments January 2007 - December 2007
BEI Property Corp. January 2006 - December 2006
Frontier Capital Management June 2000 - December 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Business Strategy, Due Diligence, Venture Capital, Finance, Asset Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Start-ups, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance and Entreprenuership
Trinity College-Hartford 1996 — 2000
BA, Economics
Middlesex School
BEI Property Corp. 2009 - Present
GetHuman.com 2009 - Present
BEI Energy Company, LLC June 2009 - June 2012
Babson Green Management Consulting August 2008 - December 2008
RiverSource Investments January 2007 - December 2007
BEI Property Corp. January 2006 - December 2006
Frontier Capital Management June 2000 - December 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Business Strategy, Due Diligence, Venture Capital, Finance, Asset Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Start-ups, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Finance and Entreprenuership
Trinity College-Hartford 1996 — 2000
BA, Economics
Middlesex School
Dave Hogaboom Dave Hogaboom's RiverSource Investments Experience April 2008 - October 2010
Job National Sales Manager at NorthStar Securities
Industry Investment Management
Experience
NorthStar Securities, LLC January 2012 - Present
Destra Capital October 2010 - January 2012
RiverSource Investments April 2008 - October 2010
Ameriprise Financial / RiverSouce Investments 2003 - 2008
Van Kampen Investments 1996 - 2003
Kemper Unit Investment Trusts 1991 - 1996
Skills
Investments, Strategy, Mutual Funds, Asset Management, Management, Alternative Investments, Sales, Separately Managed..., Leadership, Investment Advisory, Sales Process, Business Planning, Account Management, Sales Operations, Securities, Sales Management, Values-based Leadership, Business Ethics, Motivational Speaking, Team Leadership, Trusted Business Partner, Change Management
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1988
MBA, Human Resources Management/Personnel Administration, General
Eastern Illinois University 1983 — 1986
Bachelors, Finance
NorthStar Securities, LLC January 2012 - Present
Destra Capital October 2010 - January 2012
RiverSource Investments April 2008 - October 2010
Ameriprise Financial / RiverSouce Investments 2003 - 2008
Van Kampen Investments 1996 - 2003
Kemper Unit Investment Trusts 1991 - 1996
Skills
Investments, Strategy, Mutual Funds, Asset Management, Management, Alternative Investments, Sales, Separately Managed..., Leadership, Investment Advisory, Sales Process, Business Planning, Account Management, Sales Operations, Securities, Sales Management, Values-based Leadership, Business Ethics, Motivational Speaking, Team Leadership, Trusted Business Partner, Change Management
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1988
MBA, Human Resources Management/Personnel Administration, General
Eastern Illinois University 1983 — 1986
Bachelors, Finance
Don Townsend, CRPC® Don Townsend, CRPC®'s RiverSource Investments Experience December 2002 - April 2010
Job Managed Account Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise January 2012 - January 2013
Ameriprise January 2011 - January 2012
AIG / VALIC April 2010 - December 2010
RiverSource Investments December 2002 - April 2010
RadioShack January 1994 - January 2002
Skills
Series 7, Investments, Mutual Funds, Asset Managment, Fixed Annuities
Education
Dickinson State University
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise January 2012 - January 2013
Ameriprise January 2011 - January 2012
AIG / VALIC April 2010 - December 2010
RiverSource Investments December 2002 - April 2010
RadioShack January 1994 - January 2002
Skills
Series 7, Investments, Mutual Funds, Asset Managment, Fixed Annuities
Education
Dickinson State University
Clay L Hoes Clay L Hoes's RiverSource Investments Experience 1999 - 2010
Job Environmental Quality Committee at City of Plymouth
Industry Investment Management
Experience
Allina Hospitals & Clinics September 2011 - Present
Belo Sun Mining Corp December 2010 - Present
Forbes Royalty Corp. 2013 - 2014
Peloton Investments, LLC 2010 - 2013
RiverSource Investments 1999 - 2010
Scudder Kemper Investments, Inc. 1996 - 1999
Skills
Investments, Portfolio Management, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Due Diligence, Asset Managment, Asset Management, Financial Analysis, Commodity, Project Finance, Mutual Funds, Derivatives, Gold, Mining, Corporate Governance, Investment Strategies, Budgets, Energy, Asset Allocation, Valuation, Executive Vision &..., Team Building &..., Deal Origination &..., Marketing & New..., IT Implementation &..., Organizational..., Strategic Planning &..., Risk Management &...
Education
Colorado School of Mines
M.Sc., Mineral and Energy Economics
Hobart and William Smith Colleges
B.A., Economics and Geology (Double Major)
St. Paul's School
Allina Hospitals & Clinics September 2011 - Present
Belo Sun Mining Corp December 2010 - Present
Forbes Royalty Corp. 2013 - 2014
Peloton Investments, LLC 2010 - 2013
RiverSource Investments 1999 - 2010
Scudder Kemper Investments, Inc. 1996 - 1999
Skills
Investments, Portfolio Management, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Due Diligence, Asset Managment, Asset Management, Financial Analysis, Commodity, Project Finance, Mutual Funds, Derivatives, Gold, Mining, Corporate Governance, Investment Strategies, Budgets, Energy, Asset Allocation, Valuation, Executive Vision &..., Team Building &..., Deal Origination &..., Marketing & New..., IT Implementation &..., Organizational..., Strategic Planning &..., Risk Management &...
Education
Colorado School of Mines
M.Sc., Mineral and Energy Economics
Hobart and William Smith Colleges
B.A., Economics and Geology (Double Major)
St. Paul's School
Courtney Costigan Courtney Costigan's RiverSource Investments Experience 2008 - 2009
Job Director of Channel Marketing at RiverSource Annuities
Industry Financial Services
Experience
RiverSource Annuities April 2010 - Present
RiverSource Investments 2008 - 2009
RiverSource Investments 2001 - 2009
Ameriprise Financial Services, Inc. 1995 - 2001
Ameriprise Financial Services, Inc. 1993 - 1995
Skills
Mutual Funds, Leadership, Program Management, Marketing Strategy, Event Management, Team Leadership, Marketing, Event Planning, Strategic Communications, Relationship Management, Training, Team Building, Sales Operations, Coaching, Financial Services, Customer Service, Project Management, Employee Training, Budgets, Sales, Strategy, Insurance, Investments, Cross-functional Team...
Education
University of Minnesota-Twin Cities
B.A., History
RiverSource Annuities April 2010 - Present
RiverSource Investments 2008 - 2009
RiverSource Investments 2001 - 2009
Ameriprise Financial Services, Inc. 1995 - 2001
Ameriprise Financial Services, Inc. 1993 - 1995
Skills
Mutual Funds, Leadership, Program Management, Marketing Strategy, Event Management, Team Leadership, Marketing, Event Planning, Strategic Communications, Relationship Management, Training, Team Building, Sales Operations, Coaching, Financial Services, Customer Service, Project Management, Employee Training, Budgets, Sales, Strategy, Insurance, Investments, Cross-functional Team...
Education
University of Minnesota-Twin Cities
B.A., History
Charlie Keller Charlie Keller's RiverSource Investments Experience August 2007 - May 2010
Job VP, External Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments October 2013 - Present
Columbia Management May 2010 - October 2013
Ameriprise Financial August 2007 - October 2013
RiverSource Investments August 2007 - May 2010
KMSP August 2005 - August 2007
WFSB February 2004 - July 2005
WFTV 2000 - 2004
KGW January 1998 - February 2000
KMSP-TV 1996 - 1998
Radio K 1991 - 1995
Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training
Education
University of Minnesota-Twin Cities 1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Hill-Murray 1985 — 1989
Fidelity Investments October 2013 - Present
Columbia Management May 2010 - October 2013
Ameriprise Financial August 2007 - October 2013
RiverSource Investments August 2007 - May 2010
KMSP August 2005 - August 2007
WFSB February 2004 - July 2005
WFTV 2000 - 2004
KGW January 1998 - February 2000
KMSP-TV 1996 - 1998
Radio K 1991 - 1995
Skills
Strategic Communications, Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Press Releases, Copywriting, Editing, Speech Writing, AP Style, Communications Planning, Journalism, Broadcast, Video Production, Publicity, Storytelling, News Writing, Copy Editing, Reputation Management, Broadcast Journalism, Web Content, Content Strategy, New Media, Newsletters, Content Development, Communication Training
Education
University of Minnesota-Twin Cities 1989 — 1995
Bachelor of Arts (B.A.), Broadcast Journalism
Hill-Murray 1985 — 1989
Ryan Quilling's RiverSource Investments Experience April 2009 - February 2010
Job Sr. Director, Capital Markets Sales Consulting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial January 2011 - June 2013
RiverSource Distributors February 2010 - January 2011
Riversource Investments April 2009 - February 2010
Ameriprise Financial October 2006 - April 2009
Skills
Series 7, Annuities, Consultative Selling, Asset Management, Strategic Planning, Mutual Funds, Customer Relations, ETFs, Portfolio Management, Fixed Annuities, Financial Advisory, Selling, Customer Service, Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Series 63
Education
Minnesota State University, Mankato
Bachelor's, International Relations, Minor in History
Osseo Senior
Michelle Buckley Michelle Buckley's RiverSource Investments Experience December 2006 - January 2009
Job Research Analyst at F.L. Putnam Investment Management
Industry Investment Management
Experience
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
Scott Schroepfer Scott Schroepfer's RiverSource Investments Experience November 1990 - June 2010
Job Senior Portfolio Manager at Prudent Man Advisors, Inc.
Industry Investment Management
Experience
Prudent Man Advisors, Inc. February 2014 - Present
Minds Matter Twin Cities June 2012 - Present
Animal Humane Society December 2011 - Present
Bluestem Group, Inc. October 2011 - Present
Independent Advisor July 2010 - January 2014
ServeMinnesota Education Foundation March 2011 - December 2013
RiverSource Investments November 1990 - June 2010
First Bank 1986 - 1989
Skills
Asset Managment, Investments, Asset Management, Mutual Funds, Portfolio Management, Insurance, Investment Management, Strategic Financial..., Securities, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Wisconsin-Stevens Point 1978 — 1981
B.S., Business Administration
Nekoosa High School 1973 — 1977
Prudent Man Advisors, Inc. February 2014 - Present
Minds Matter Twin Cities June 2012 - Present
Animal Humane Society December 2011 - Present
Bluestem Group, Inc. October 2011 - Present
Independent Advisor July 2010 - January 2014
ServeMinnesota Education Foundation March 2011 - December 2013
RiverSource Investments November 1990 - June 2010
First Bank 1986 - 1989
Skills
Asset Managment, Investments, Asset Management, Mutual Funds, Portfolio Management, Insurance, Investment Management, Strategic Financial..., Securities, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Wisconsin-Stevens Point 1978 — 1981
B.S., Business Administration
Nekoosa High School 1973 — 1977
Chuck Kadlec Chuck Kadlec's RiverSource Investments Experience November 2008 - April 2010
Job Published Author and Respected Columnist
Industry Investment Management
Experience
American Principles Project 2010 - Present
Engage America 2011 - 2012
Riversource Investments November 2008 - April 2010
Seligman Advisors, Inc. January 2005 - November 2008
J. & W. Seligman and Co. July 2004 - November 2008
J. & W. Seligman and Co. January 1992 - November 2008
Seligman Advisors, Inc. 1995 - 2004
J. & W. Seligman and Co. 1992 - 1995
J. & W. Seligman and Co. 1986 - 1993
A. B. Laffer Associates 1979 - 1985
Skills
Columnist, Public Speaking, Public Policy, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Investments, Hedge Funds, Business Strategy, Strategy, Equities, Strategic Planning, Asset Allocation, Equity Research, Retirement, Portfolio Management, Financial Advisory, Mergers
Education
The University of Chicago Booth School of Business 1972 — 1974
MBA (with honors), International Economics/Finance
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Political Science
American Principles Project 2010 - Present
Engage America 2011 - 2012
Riversource Investments November 2008 - April 2010
Seligman Advisors, Inc. January 2005 - November 2008
J. & W. Seligman and Co. July 2004 - November 2008
J. & W. Seligman and Co. January 1992 - November 2008
Seligman Advisors, Inc. 1995 - 2004
J. & W. Seligman and Co. 1992 - 1995
J. & W. Seligman and Co. 1986 - 1993
A. B. Laffer Associates 1979 - 1985
Skills
Columnist, Public Speaking, Public Policy, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Investments, Hedge Funds, Business Strategy, Strategy, Equities, Strategic Planning, Asset Allocation, Equity Research, Retirement, Portfolio Management, Financial Advisory, Mergers
Education
The University of Chicago Booth School of Business 1972 — 1974
MBA (with honors), International Economics/Finance
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Political Science
Drew Rust's RiverSource Investments Experience 2007 - 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
Jason P. Perkins, CMFC®'s RiverSource Investments Experience March 2008 - May 2010
Job Senior Manager Centralized Supervision Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Ameriprise Financial Services, Inc. November 2013 - Present
NCAA and Minnesota State High School League November 2000 - Present
Ameriprise Financial May 2010 - November 2013
RiverSource Investments March 2008 - May 2010
AXA Advisors August 2006 - December 2007
Qwest Communications January 2000 - May 2006
Skills
Coaching, Leadership, Management, Series 7
Education
University of Minnesota-Morris 1994 — 1998
B.A., Political Science, History
Mark J. McGrath Mark J. McGrath's RiverSource Investments Experience March 2007 - May 2010
Job Vice President, Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Kahle Greenfield Kahle Greenfield's RiverSource Investments Experience August 2008 - April 2010
Job Regional Consultant at WealthVest
Industry Financial Services
Experience
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
Andrew Washburn's RiverSource Investments Experience January 2001 - April 2007
Job Senior Vice President Chief Marketing Officer
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
Leslie Walstrom Leslie Walstrom's RiverSource Investments Experience December 2003 - June 2006
Job Head of U.S. Marketing at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US May 2015 - Present
Natixis Global Asset Management July 2007 - May 2015
Breath of Sun March 2011 - August 2011
RiverSource Investments (a division of Ameriprise Financial) June 2006 - June 2007
RiverSource Investments December 2003 - June 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Management, Strategic Communications, Digital Marketing, Corporate Communications, Product Marketing, Internal Communications, Strategic Planning, Social Media Marketing, Investments, Competitive Analysis, Online Advertising, Financial Services, Event Planning, Product Management, Strategy, Management, Leadership, Digital Media, Account Management, Business Strategy, E-commerce, Segmentation, Sales, Trusted Business Advisor, Business Excellence, Values-based Leadership, Trusted Business Partner
Education
Bentley University 2015 — 2015
User Experience Boot Camp
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Leading Innovation (Executive Education)
Thunderbird School of Global Management 2014 — 2014
Certificate, Global Leadership
Niralambaya Academy of Yogic Arts 2009 — 2010
200 Hour Yoga Teacher Certification
Duke University 2007 — 2007
Certificate, Center for Documentary Studies
University of St. Thomas
BA, Human Resources Management
University of St. Thomas - Opus College of Business
MBA, Business Communications
Columbia Threadneedle Investments, US May 2015 - Present
Natixis Global Asset Management July 2007 - May 2015
Breath of Sun March 2011 - August 2011
RiverSource Investments (a division of Ameriprise Financial) June 2006 - June 2007
RiverSource Investments December 2003 - June 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Management, Strategic Communications, Digital Marketing, Corporate Communications, Product Marketing, Internal Communications, Strategic Planning, Social Media Marketing, Investments, Competitive Analysis, Online Advertising, Financial Services, Event Planning, Product Management, Strategy, Management, Leadership, Digital Media, Account Management, Business Strategy, E-commerce, Segmentation, Sales, Trusted Business Advisor, Business Excellence, Values-based Leadership, Trusted Business Partner
Education
Bentley University 2015 — 2015
User Experience Boot Camp
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Leading Innovation (Executive Education)
Thunderbird School of Global Management 2014 — 2014
Certificate, Global Leadership
Niralambaya Academy of Yogic Arts 2009 — 2010
200 Hour Yoga Teacher Certification
Duke University 2007 — 2007
Certificate, Center for Documentary Studies
University of St. Thomas
BA, Human Resources Management
University of St. Thomas - Opus College of Business
MBA, Business Communications
Melissa Breakstone's RiverSource Investments Experience November 2000 - Present
Job
Industry Investment Management
Experience
Columbia Threadneedle (Ameriprise)/Seligman Investments November 2000 - Present
RiverSource Investments November 2000 - Present
CSAM / Warburg Pincus Asset Mgmt May 1998 - November 2000
Invesco / Chancellor LGT Asset Mgmt 1995 - May 1998
Tucker Anthony Inc. 1993 - 1995
Skills
Hedge Funds, Equities, Securities, Alternative Investments, Mutual Funds, Bloomberg, Equity Research, Investments, Fixed Income
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Science (B.S.)
Columbia Threadneedle (Ameriprise)/Seligman Investments November 2000 - Present
RiverSource Investments November 2000 - Present
CSAM / Warburg Pincus Asset Mgmt May 1998 - November 2000
Invesco / Chancellor LGT Asset Mgmt 1995 - May 1998
Tucker Anthony Inc. 1993 - 1995
Skills
Hedge Funds, Equities, Securities, Alternative Investments, Mutual Funds, Bloomberg, Equity Research, Investments, Fixed Income
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Science (B.S.)
Robert Hajduch's RiverSource Investments Experience December 2002 - February 2009
Job
Industry Financial Services
Experience
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
Dan Iancu's RiverSource Investments Experience June 2007 - August 2007
Job Associate Professor
Industry Higher Education
Experience
Stanford Graduate School of Business 2015 - Present
IBM August 2010 - July 2011
Barclays Capital June 2008 - August 2008
RiverSource Investments June 2007 - August 2007
Skills
Operations Research, Business Analytics, Operations Management, Mathematical Modeling, Supply Chain..., Portfolio Optimization, Financial Engineering, Artificial Intelligence, Computer Science, Matlab, Python, Machine Learning, Java, CPLEX, Algorithms, Financial Modeling, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2010
Ph.D., Operations Research
Harvard University 2004 — 2006
MS, Engineering Sciences
Yale University 2002 — 2004
BS, Electrical Engineering and Computer Science
Universitatea „Politehnica” din București 2000 — 2002
Computer Science
Stanford Graduate School of Business 2015 - Present
IBM August 2010 - July 2011
Barclays Capital June 2008 - August 2008
RiverSource Investments June 2007 - August 2007
Skills
Operations Research, Business Analytics, Operations Management, Mathematical Modeling, Supply Chain..., Portfolio Optimization, Financial Engineering, Artificial Intelligence, Computer Science, Matlab, Python, Machine Learning, Java, CPLEX, Algorithms, Financial Modeling, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2010
Ph.D., Operations Research
Harvard University 2004 — 2006
MS, Engineering Sciences
Yale University 2002 — 2004
BS, Electrical Engineering and Computer Science
Universitatea „Politehnica” din București 2000 — 2002
Computer Science
Dan Breeggemann's RiverSource Investments Experience July 2004 - June 2011
Job Senior Business Analyst at Columbia Management Investment Advisers, LLC
Industry Investment Management
Experience
Columbia Management Investment Advisers, LLC May 2010 - Present
RiverSource Investments July 2004 - June 2011
Ameriprise Financial May 1999 - July 2004
Education
Minnesota State University, Mankato 1994 — 1999
B.S., Finance
Columbia Management Investment Advisers, LLC May 2010 - Present
RiverSource Investments July 2004 - June 2011
Ameriprise Financial May 1999 - July 2004
Education
Minnesota State University, Mankato 1994 — 1999
B.S., Finance
Richard Bodzy's RiverSource Investments Experience June 2008 - December 2008
Job Equity Research Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Kate Racculia's RiverSource Investments Experience October 2007 - May 2010
Job Writer and Prospect Researcher at Freelance
Industry Writing and Editing
Experience
Freelance April 2014 - Present
Grub Street January 2013 - Present
Massachusetts General Hospital August 2010 - April 2014
Salem State College July 2012 - August 2012
Columbia Management (formerly RiverSource Investments) May 2010 - July 2010
RiverSource Investments October 2007 - May 2010
Putnam Investments October 2005 - September 2007
Houghton Mifflin May 2004 - May 2005
Skills
Copy Editing, Editing, Research, Fundraisers, Proofreading, Creative Writing, Higher Education, Blogging, Nonprofits, Volunteer Management, Fundraising
Education
Emerson College 2003 — 2005
MFA, Writing
University at Buffalo 1998 — 2002
BFA, Art (Illustration), Minor in English
Freelance April 2014 - Present
Grub Street January 2013 - Present
Massachusetts General Hospital August 2010 - April 2014
Salem State College July 2012 - August 2012
Columbia Management (formerly RiverSource Investments) May 2010 - July 2010
RiverSource Investments October 2007 - May 2010
Putnam Investments October 2005 - September 2007
Houghton Mifflin May 2004 - May 2005
Skills
Copy Editing, Editing, Research, Fundraisers, Proofreading, Creative Writing, Higher Education, Blogging, Nonprofits, Volunteer Management, Fundraising
Education
Emerson College 2003 — 2005
MFA, Writing
University at Buffalo 1998 — 2002
BFA, Art (Illustration), Minor in English
Kristina Eisnor's RiverSource Investments Experience August 2006 - December 2008
Job Chief Compliance Officer at Boston Common Asset Management
Industry Financial Services
Experience
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Boston Common Asset Management January 2013 - Present
Numeric Investors November 2010 - January 2013
Numeric Investors August 2009 - November 2010
Rampart Investment Management March 2009 - August 2009
Amerprise Financial August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
RiverSource Investments August 2006 - December 2008
PanAgora Asset Management January 2005 - July 2006
Quant Funds June 1999 - December 2004
US Boston Capital Corp. June 1999 - December 2004
Skills
FINRA, Series 7, Broker-Dealer, Alternative Investments, Securities, Asset Managment, AML, Investment Management, Series 63, Bank Secrecy Act, Investment Advisers Act, KYC, Investment Company Act
Education
Northeastern University 1998 — 2000
M.S., Criminal Justice
The George Washington University 1991 — 1995
BS, Political Science
Norwell High School
Dale Line's RiverSource Investments Experience May 2006 - July 2008
Job Digital Content Strategy at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2014 - Present
TIAA-CREF November 2013 - September 2014
Sentinel Investments July 2008 - October 2013
RiverSource Investments May 2006 - July 2008
RiverSource Investments August 2001 - May 2006
Aveus March 2000 - March 2001
PRI Public Radio International April 1999 - March 2000
Star Tribune April 1993 - April 1999
Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing
Education
University of St. Thomas - Opus College of Business 1995 — 1998
M.B.A., Marketing
University of Minnesota-Twin Cities 1979 — 1983
B.A., Economics
Morgan Stanley Investment Management September 2014 - Present
TIAA-CREF November 2013 - September 2014
Sentinel Investments July 2008 - October 2013
RiverSource Investments May 2006 - July 2008
RiverSource Investments August 2001 - May 2006
Aveus March 2000 - March 2001
PRI Public Radio International April 1999 - March 2000
Star Tribune April 1993 - April 1999
Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing
Education
University of St. Thomas - Opus College of Business 1995 — 1998
M.B.A., Marketing
University of Minnesota-Twin Cities 1979 — 1983
B.A., Economics
Lars Olson's RiverSource Investments Experience 2006 - 2009
Job Sr. Salesforce.com Consultant
Industry Information Technology and Services
Experience
Redpath Consulting Group April 2015 - Present
Ameriprise Financial 2009 - 2010
RiverSource Investments 2006 - 2009
American Express Financial Advisors 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, MIS
Luther College 1988 — 1992
Bachelor's Degree, History
Kolding Gymnasium 1986 — 1987
Redpath Consulting Group April 2015 - Present
Ameriprise Financial 2009 - 2010
RiverSource Investments 2006 - 2009
American Express Financial Advisors 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, MIS
Luther College 1988 — 1992
Bachelor's Degree, History
Kolding Gymnasium 1986 — 1987
Jason Gaunt's RiverSource Investments Experience October 2004 - December 2008
Job Trader at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management January 2013 - Present
Susquehanna International Group January 2010 - January 2013
LightKeeper Investments, LLC January 2009 - December 2009
Riversource Investments October 2004 - December 2008
Skills
Trading, Equity Trading, Equities, Bloomberg, Equity Research, Options, Mutual Funds, Chartered Market..., Financial Risk Manager..., Hedge Funds, Series 63, Series 7, Series 3, Alternative Investments, Trading Systems, Electronic Trading, Securities, ETFs, Asset Managment, Investment Strategies, Capital Markets, Derivatives
Education
California State University-Chico 1996 — 1998
Bachelor of Arts, Economics
PanAgora Asset Management January 2013 - Present
Susquehanna International Group January 2010 - January 2013
LightKeeper Investments, LLC January 2009 - December 2009
Riversource Investments October 2004 - December 2008
Skills
Trading, Equity Trading, Equities, Bloomberg, Equity Research, Options, Mutual Funds, Chartered Market..., Financial Risk Manager..., Hedge Funds, Series 63, Series 7, Series 3, Alternative Investments, Trading Systems, Electronic Trading, Securities, ETFs, Asset Managment, Investment Strategies, Capital Markets, Derivatives
Education
California State University-Chico 1996 — 1998
Bachelor of Arts, Economics
Robert Ewing's RiverSource Investments Experience 2002 - 2008
Job Putnam CoHead Large Cap US Equities
Industry Financial Services
Experience
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Diana Blommel's RiverSource Investments Experience January 2007 - March 2008
Job Associate Group Underwriter at Voya Financial
Industry Investment Management
Experience
Voya Financial September 2015 - Present
NorthCentral DI January 2015 - August 2015
Thrivent Financial July 2014 - January 2015
RiverSource Investments January 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - January 2007
Ameriprise Financial Services, Inc. December 2004 - July 2006
Ameriprise Financial Services, Inc. November 2002 - December 2004
Ameriprise Financial Services, Inc. November 2000 - November 2002
Skills
Series 7, Mutual Funds
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Finance
Voya Financial September 2015 - Present
NorthCentral DI January 2015 - August 2015
Thrivent Financial July 2014 - January 2015
RiverSource Investments January 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - January 2007
Ameriprise Financial Services, Inc. December 2004 - July 2006
Ameriprise Financial Services, Inc. November 2002 - December 2004
Ameriprise Financial Services, Inc. November 2000 - November 2002
Skills
Series 7, Mutual Funds
Education
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Finance
Steve Schroll's RiverSource Investments Experience
Job Portfolio Manager at RiverSource Investments
Industry Investment Management
Experience
RiverSource Investments
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Allocation, Bloomberg, Investment Strategies, Valuation, Mutual Funds
Education
University of Minnesota - Carlson School of Management 1980 — 1981
RiverSource Investments
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Asset Allocation, Bloomberg, Investment Strategies, Valuation, Mutual Funds
Education
University of Minnesota - Carlson School of Management 1980 — 1981
Phil Ekstrand's RiverSource Investments Experience December 2001 - December 2008
Job Senior Print Producer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Kris Moreton, CFA's RiverSource Investments Experience 2008 - November 2010
Job Vice President, Fixed Income Client Portfolio Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
Wei Lai, PhD CFA's RiverSource Investments Experience September 2006 - May 2010
Job Senior Quantitative Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management May 2010 - Present
RiverSource Investments September 2006 - May 2010
Millennial Net May 2005 - August 2005
Skills
Portfolio Management, Portfolio Optimization, Equity Research, Financial Analysis, Tactical Asset..., Mathematical Programming, Quantitative Investing, Risk Modeling
Education
Boston University 2001 — 2006
Ph.D., Systems Engineering
Huazhong University of Science and Technology 1999 — 2001
MS, Systems Engineering
Huazhong University of Science and Technology 1995 — 1999
BS, Automatic Control
Columbia Management May 2010 - Present
RiverSource Investments September 2006 - May 2010
Millennial Net May 2005 - August 2005
Skills
Portfolio Management, Portfolio Optimization, Equity Research, Financial Analysis, Tactical Asset..., Mathematical Programming, Quantitative Investing, Risk Modeling
Education
Boston University 2001 — 2006
Ph.D., Systems Engineering
Huazhong University of Science and Technology 1999 — 2001
MS, Systems Engineering
Huazhong University of Science and Technology 1995 — 1999
BS, Automatic Control
Denise Pearman's RiverSource Investments Experience December 2005 - July 2010
Job Director at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Robyn Gilbertson's RiverSource Investments Experience October 2006 - November 2009
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
Hector DeMarchena's RiverSource Investments Experience 2008 - May 2010
Job Vice PresidentInstitutional Asset Management Product Administration at Columbia Management Investment Advisers, LLC
Industry Financial Services
Experience
Columbia Management Investment Advisers, LLC January 2012 - Present
Columbia Management Investment Advisers, LLC April 1986 - March 2012
RiverSource Investments 2008 - May 2010
J. & W. Seligman & Co. Inc. April 1986 - December 2008
J. & W. Seligman & Co. Incorporated 1986 - October 2008
Skills
Mutual Funds, Asset Managment, Financial Services, Fixed Income
Education
Fordham University 1975 — 1979
Biology
Columbia Management Investment Advisers, LLC January 2012 - Present
Columbia Management Investment Advisers, LLC April 1986 - March 2012
RiverSource Investments 2008 - May 2010
J. & W. Seligman & Co. Inc. April 1986 - December 2008
J. & W. Seligman & Co. Incorporated 1986 - October 2008
Skills
Mutual Funds, Asset Managment, Financial Services, Fixed Income
Education
Fordham University 1975 — 1979
Biology
Jay Sohn, CFA's RiverSource Investments Experience November 2007 - December 2008
Job Research Analyst, Vice President at BlackRock
Industry Investment Management
Experience
BlackRock October 2010 - May 2013
LightKeeper Investments January 2009 - June 2010
RiverSource Investments November 2007 - December 2008
Cadence Capital Management September 2004 - November 2007
The Boston Company July 2002 - September 2004
Loomis, Sayles & Co April 1998 - July 2002
Skills
Mutual Funds, Corporate Finance, Equity Research, Technology Research, Capital Markets, Series 7, Research, Analytics, Investment Management, Investment Banking, Finance, Private Equity, Investment Strategies, Equities, Series 63, Marketing, Financial Analysis, Asset Allocation, Business Strategy, Derivatives, Due Diligence, Portfolio Management, Securities
Education
Babson College
BS, Accounting/MIS
Simsbury High
BlackRock October 2010 - May 2013
LightKeeper Investments January 2009 - June 2010
RiverSource Investments November 2007 - December 2008
Cadence Capital Management September 2004 - November 2007
The Boston Company July 2002 - September 2004
Loomis, Sayles & Co April 1998 - July 2002
Skills
Mutual Funds, Corporate Finance, Equity Research, Technology Research, Capital Markets, Series 7, Research, Analytics, Investment Management, Investment Banking, Finance, Private Equity, Investment Strategies, Equities, Series 63, Marketing, Financial Analysis, Asset Allocation, Business Strategy, Derivatives, Due Diligence, Portfolio Management, Securities
Education
Babson College
BS, Accounting/MIS
Simsbury High
Melissa Berla's RiverSource Investments Experience November 2007 - August 2010
Job Sr. Administrative Assistant II
Industry Financial Services
Experience
Biogen October 2012 - Present
NetCracker Technology June 2012 - October 2012
RiverSource Investments November 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Customer Service, Recruiting, Training, Event Planning, Leadership
Education
Cambridge College 2008 — 2009
Master of Education (M.Ed.) School Counseling, School Guidance Counseling
University of Connecticut 2000 — 2003
BA, Psycholgoy
Sacred Heart University 1999 — 2000
Bachelor's degree, Psychology
Hopkinton high school 1995 — 1999
Diploma
Biogen October 2012 - Present
NetCracker Technology June 2012 - October 2012
RiverSource Investments November 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Customer Service, Recruiting, Training, Event Planning, Leadership
Education
Cambridge College 2008 — 2009
Master of Education (M.Ed.) School Counseling, School Guidance Counseling
University of Connecticut 2000 — 2003
BA, Psycholgoy
Sacred Heart University 1999 — 2000
Bachelor's degree, Psychology
Hopkinton high school 1995 — 1999
Diploma
Yolanda-Yvette Olson's RiverSource Investments Experience January 2000 - August 2009
Job Sr. Customer Service Professional
Industry Financial Services
Experience
Ameriprise Financial April 2011 - Present
RiverSource Investments January 2000 - August 2009
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Retirement Planning, Alterntive Investments, Kaizen Way, Sales Presentations
Education
University of Minnesota-Twin Cities
none, Liberal Arts and Sciences/Liberal Studies
Ameriprise Financial April 2011 - Present
RiverSource Investments January 2000 - August 2009
Skills
Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Retirement Planning, Alterntive Investments, Kaizen Way, Sales Presentations
Education
University of Minnesota-Twin Cities
none, Liberal Arts and Sciences/Liberal Studies
Nicole Grogan's RiverSource Investments Experience November 2008 - May 2010
Job Director, Head of Retail Intermediary National Accounts
Industry Financial Services
Experience
Deutsche Asset & Wealth Management May 2010 - Present
RiverSource Investments November 2008 - May 2010
J&W Seligman April 1997 - November 2008
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Series 24, Financial Services
Education
Fordham University - Graduate School of Business Administration 1999 — 2002
MBA
Villanova University 1991 — 1995
BSBA, Finance
Deutsche Asset & Wealth Management May 2010 - Present
RiverSource Investments November 2008 - May 2010
J&W Seligman April 1997 - November 2008
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Series 24, Financial Services
Education
Fordham University - Graduate School of Business Administration 1999 — 2002
MBA
Villanova University 1991 — 1995
BSBA, Finance
Keith Langan's RiverSource Investments Experience February 2008 - March 2009
Job External Wholesaler at Dreyfus
Industry Financial Services
Experience
Dreyfus July 2014 - Present
Prudential Investments April 2010 - June 2014
Riversource Investments February 2008 - March 2009
J & W Seligman February 2008 - December 2008
Ameriprise Financial October 2005 - February 2008
Education
Pace University - Lubin School of Business 2002 — 2005
BBA, Business - Marketing
DeSales University 2001 — 2002
Business
Dreyfus July 2014 - Present
Prudential Investments April 2010 - June 2014
Riversource Investments February 2008 - March 2009
J & W Seligman February 2008 - December 2008
Ameriprise Financial October 2005 - February 2008
Education
Pace University - Lubin School of Business 2002 — 2005
BBA, Business - Marketing
DeSales University 2001 — 2002
Business
Kate (Ellefson) Waldvogel's RiverSource Investments Experience November 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Conceptual Financial Planning January 2009 - March 2011
RiverSource Investments November 2006 - February 2008
Wealth Enhancement Group December 2005 - November 2006
Wealth Enhancement Group February 2004 - December 2005
American Express June 2002 - February 2004
American Express Printing Services 1999 - 2002
Education
University of Minnesota - Carlson School of Management 1997 — 2001
Finance
University of Minnesota-Twin Cities 1997 — 2001
BS, Finance
Conceptual Financial Planning January 2009 - March 2011
RiverSource Investments November 2006 - February 2008
Wealth Enhancement Group December 2005 - November 2006
Wealth Enhancement Group February 2004 - December 2005
American Express June 2002 - February 2004
American Express Printing Services 1999 - 2002
Education
University of Minnesota - Carlson School of Management 1997 — 2001
Finance
University of Minnesota-Twin Cities 1997 — 2001
BS, Finance
Erik Knutzen's RiverSource Investments Experience 2007 - 2008
Job Chief Investment Officer MultiAsset Class Portfolios at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Daniel O'Grady's RiverSource Investments Experience February 2008 - March 2009
Job Vice President
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
MassMutual Retirement Plan Services Group January 2013 - May 2015
The Hartford March 2012 - January 2013
John Hancock Retirement Plan Services March 2009 - November 2011
Riversource Investments February 2008 - March 2009
Givaudan November 2005 - February 2008
sanofi-aventis 2002 - 2005
sanofi-aventis 1999 - 2001
Skills
Retirement, Investments, Mutual Funds, Selling, Sales Operations, Sales, Retirement Planning, Asset Management, Business Development, 401k, Financial Advisory, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Series 63, Series 7, Wealth Management
Education
Blair Academy 1988 — 1989
High School
University of Maryland University College
BS, Economics
Goldman Sachs May 2015 - Present
MassMutual Retirement Plan Services Group January 2013 - May 2015
The Hartford March 2012 - January 2013
John Hancock Retirement Plan Services March 2009 - November 2011
Riversource Investments February 2008 - March 2009
Givaudan November 2005 - February 2008
sanofi-aventis 2002 - 2005
sanofi-aventis 1999 - 2001
Skills
Retirement, Investments, Mutual Funds, Selling, Sales Operations, Sales, Retirement Planning, Asset Management, Business Development, 401k, Financial Advisory, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Series 63, Series 7, Wealth Management
Education
Blair Academy 1988 — 1989
High School
University of Maryland University College
BS, Economics
Kirsti Gullickson's RiverSource Investments Experience 2004 - 2007
Job Marketing & Communications Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1994 - June 2007
RiverSource Investments 2004 - 2007
Skills
Marketing Communications, Marketing, Email Marketing, Marketing Strategy, Internal Communications, Direct Marketing, Newsletters, Advertising, Social Media Marketing, Project Management
Education
Gonzaga University
BA, Broadcast Journalism, Communications
Gonzaga University
Bachelor of Arts (B.A.), Broadcast Journalism
Ameriprise Financial Services, Inc. June 1994 - June 2007
RiverSource Investments 2004 - 2007
Skills
Marketing Communications, Marketing, Email Marketing, Marketing Strategy, Internal Communications, Direct Marketing, Newsletters, Advertising, Social Media Marketing, Project Management
Education
Gonzaga University
BA, Broadcast Journalism, Communications
Gonzaga University
Bachelor of Arts (B.A.), Broadcast Journalism
Trish MacDonald's RiverSource Investments Experience Director, Integrated Brokerage Data SolutionsFidelity InvestmentsOctober 2002 - September 2007
Job Vice President, Product Development at RiverSource Investments
Industry Financial Services
Experience
RiverSource Investments Director, Integrated Brokerage Data SolutionsFidelity InvestmentsOctober 2002 - September 2007
Education
Simmons College - Simmons School of Management 1996 — 1998
MBA, International Marketing
Lesley College
BS, Business Administration
RiverSource Investments Director, Integrated Brokerage Data SolutionsFidelity InvestmentsOctober 2002 - September 2007
Education
Simmons College - Simmons School of Management 1996 — 1998
MBA, International Marketing
Lesley College
BS, Business Administration
N Kathleen Kat Bryan Wallace's RiverSource Investments Experience 1980 - 2009
Job Professional
Industry Fine Art
Experience
Independent Artist and Illustrator January 1992 - Present
indepent August 2009 - 2011
RiverSource Investments 1980 - 2009
Ameriprise Financial Services, Inc. 1980 - 2008
Skills
Illustrator, Illustration, Series 7, Mutual Funds, Financial Services, Securities, Series 63, Adobe Acrobat, Graphic Design, Acrylic, Photoshop, Event Planning, Dreamweaver, Asset Allocation, Social Media
Education
St. Cloud State University 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, Summa Cum Laude
Pennsylvania State University-Penn State Altoona
Independent Artist and Illustrator January 1992 - Present
indepent August 2009 - 2011
RiverSource Investments 1980 - 2009
Ameriprise Financial Services, Inc. 1980 - 2008
Skills
Illustrator, Illustration, Series 7, Mutual Funds, Financial Services, Securities, Series 63, Adobe Acrobat, Graphic Design, Acrylic, Photoshop, Event Planning, Dreamweaver, Asset Allocation, Social Media
Education
St. Cloud State University 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, Summa Cum Laude
Pennsylvania State University-Penn State Altoona
Steve Schroll's RiverSource Investments Experience December 1998 - Present
Job at RiverSource Investments
Industry Investment Management
Experience
RiverSource Investments December 1998 - Present
Piper Jaffray April 1988 - November 1998
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
RiverSource Investments December 1998 - Present
Piper Jaffray April 1988 - November 1998
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
Bill McNeill, CIMA®, CMFC®'s RiverSource Investments Experience January 2008 - March 2010
Job Vice PresidentClient Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
JPMorgan Asset Management January 2014 - Present
Thrivent Asset Management September 2012 - January 2014
Goldman Sachs Asset Management March 2010 - September 2012
RiverSource Investments January 2008 - March 2010
RiverSource Investments February 2006 - January 2008
Edward Jones January 2003 - February 2006
Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7
Education
University of Nebraska-Lincoln 1998 — 2002
Business Administration, Finance and Management
JPMorgan Asset Management January 2014 - Present
Thrivent Asset Management September 2012 - January 2014
Goldman Sachs Asset Management March 2010 - September 2012
RiverSource Investments January 2008 - March 2010
RiverSource Investments February 2006 - January 2008
Edward Jones January 2003 - February 2006
Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7
Education
University of Nebraska-Lincoln 1998 — 2002
Business Administration, Finance and Management
Kenney Hodgson's RiverSource Investments Experience January 2008 - May 2008
Job Risk Analytics Sr. Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2010 - Present
Dragonmead Microbrewery LLC October 2009 - December 2009
Dartmouth Hitchcock Medical Center August 2009 - October 2009
RiverSource Investments January 2008 - May 2008
Skills
Accounting, Microsoft Excel, Marketing, Analysis, Access, Valuation, Financial Analysis, Auditing, Research, Management Consulting, Finance, Microsoft Word, Internal Controls, Data Analysis, Financial Reporting, Microsoft Office
Education
The Tuck School of Business at Dartmouth 2009 — 2009
Business Bridge Program
Albion College 2005 — 2009
Bachelor of Arts (Cum Laude), Major: Economics and Management, Concentration: Professional Management, Minor: Asian Studies
Deloitte June 2010 - Present
Dragonmead Microbrewery LLC October 2009 - December 2009
Dartmouth Hitchcock Medical Center August 2009 - October 2009
RiverSource Investments January 2008 - May 2008
Skills
Accounting, Microsoft Excel, Marketing, Analysis, Access, Valuation, Financial Analysis, Auditing, Research, Management Consulting, Finance, Microsoft Word, Internal Controls, Data Analysis, Financial Reporting, Microsoft Office
Education
The Tuck School of Business at Dartmouth 2009 — 2009
Business Bridge Program
Albion College 2005 — 2009
Bachelor of Arts (Cum Laude), Major: Economics and Management, Concentration: Professional Management, Minor: Asian Studies
Danielle Bullard's RiverSource Investments Experience January 2010 - August 2010
Job Customer Services at Riversource Investments
Industry Financial Services
Experience
Riversource Investments January 2010 - August 2010
Executive Office Center 2006 - 2010
Massachusetts Army National Guard May 1994 - March 1997
Education
Massachusetts Bay Community College 1989 — 1992
Associate of Science (A.S.), Paralegal Studies
Riversource Investments January 2010 - August 2010
Executive Office Center 2006 - 2010
Massachusetts Army National Guard May 1994 - March 1997
Education
Massachusetts Bay Community College 1989 — 1992
Associate of Science (A.S.), Paralegal Studies
Tim Manning's RiverSource Investments Experience 2002 - 2007
Job Managing Director, Portfolio Manager Mid Cap Growth at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY