Work:
United Health Group - Minnetonka, MN Jan 2010 to Jul 2012
Vice President, Distribution Support
Ameriprise Financial, Inc Dec 2007 to Apr 2009
Vice President, Marketing Field Engagement
Ameriprise Financial - Minneapolis, MN Jan 2006 to Dec 2007
Director, Business Alliances Market Group Support
Ameriprise Financial - Minneapolis, MN Nov 2003 to Dec 2005
Field Region Director, Financial Education & Planning Services
Ameriprise Financial - Minneapolis, MN May 2002 to Nov 2003
Manager, Financial Education & Planning Services
Ameriprise Financial - Minneapolis, MN Feb 1998 to Feb 2002
Director, Advisor Channel Compliance
Ameriprise Financial - Minneapolis, MN Apr 1996 to Feb 1998
Manager, Life Insurance Compliance
Ameriprise Financial - Minneapolis, MN Dec 1990 to Mar 1996
Associate Director, Compliance
Ameriprise Financial - Minneapolis, MN Mar 1990 to Nov 1990
Associate Manager, Compliance & Surveillance
Ameriprise Financial - Minneapolis, MN Jan 1989 to Mar 1990
Supervisor, Annuity New Business
Ameriprise Financial - Minneapolis, MN Jul 1987 to Dec 1988
Client Relations Manager
Ameriprise Financial - Minneapolis, MN May 1986 to Jun 1987
Client Relations Analyst
Ameriprise Financial - Minneapolis, MN May 1984 to Apr 1986
Financial Advisor
Education:
American College - Bryn Mawr, PA Dec 1987 to 2000
Leadership & Volunteerism
College for Financial Planning - Denver, CO 1984
Certified Financial Planner Designation (CFP) in Financial Planning
Colgate University - Hamilton, NY
B.A. in Political Science