American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
Kevin Knight Kevin Knight's American Express Financial Advisors Experience December 2000 - May 2002
Job Vice President of Capital Markets at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Bridget M Smith Bridget M Smith's American Express Financial Advisors Experience July 1998 - June 2000
Job Sr. Manager Member Relations at Life Time Fitness
Industry Financial Services
Experience
Ameriprise Financial July 2000 - October 2008
American Express Financial Advisors July 1998 - June 2000
American Express Financial Advisors September 1995 - June 1998
Carlson Companies March 1993 - September 1995
Skills
Performance Management, Budgeting, Customer Relations, Six Sigma, Process Engineering, Budgets, Customer Service, Process Improvement, Management, Training
Education
St. Cloud State University 1990 — 1993
BS, Marketing
Ameriprise Financial July 2000 - October 2008
American Express Financial Advisors July 1998 - June 2000
American Express Financial Advisors September 1995 - June 1998
Carlson Companies March 1993 - September 1995
Skills
Performance Management, Budgeting, Customer Relations, Six Sigma, Process Engineering, Budgets, Customer Service, Process Improvement, Management, Training
Education
St. Cloud State University 1990 — 1993
BS, Marketing
Kelly Vicknair's American Express Financial Advisors Experience November 2003 - February 2006
Job VP of Sales at Extended Stay America
Industry Information Technology and Services
Experience
Extended Stay America March 2015 - Present
Xerox October 2006 - April 2015
Affiliated Computer Services October 2006 - December 2008
TIAA-CREF March 2006 - September 2006
American Express Financial Advisors November 2003 - February 2006
Nextel June 1999 - October 2003
Skills
Call Center, Vendor Management, Process Improvement, Outsourcing, Customer Experience, Strategic Planning, Project Management, Customer Service, Workforce Management, Operations Management, Customer Satisfaction, Strategic Financial..., Forecasting, Talent Acquisition, Team Building, Team Leadership, Call Centers, Program Management, Performance Management, Training, CRM, Cross-functional Team..., Recruiting, Management, Business Process..., Strategy, Change Management, Account Management, Leadership, Business Analysis, Business Development, Telecommunications, P&L Management, Team Management, New Business Development, Executive Management, Contract Negotiation, BPO, Customer Retention, Employee Relations, Sales, Sales Management, Sales Operations
Education
Southeastern Louisiana University 1995 — 1999
BS, Microbiology/Chemistry
Extended Stay America March 2015 - Present
Xerox October 2006 - April 2015
Affiliated Computer Services October 2006 - December 2008
TIAA-CREF March 2006 - September 2006
American Express Financial Advisors November 2003 - February 2006
Nextel June 1999 - October 2003
Skills
Call Center, Vendor Management, Process Improvement, Outsourcing, Customer Experience, Strategic Planning, Project Management, Customer Service, Workforce Management, Operations Management, Customer Satisfaction, Strategic Financial..., Forecasting, Talent Acquisition, Team Building, Team Leadership, Call Centers, Program Management, Performance Management, Training, CRM, Cross-functional Team..., Recruiting, Management, Business Process..., Strategy, Change Management, Account Management, Leadership, Business Analysis, Business Development, Telecommunications, P&L Management, Team Management, New Business Development, Executive Management, Contract Negotiation, BPO, Customer Retention, Employee Relations, Sales, Sales Management, Sales Operations
Education
Southeastern Louisiana University 1995 — 1999
BS, Microbiology/Chemistry
Avra Goldman's American Express Financial Advisors Experience February 2003 - February 2004
Job Quantitative/Data Analysis & Visualization
Industry Environmental Services
Experience
Self October 2014 - Present
Bay Area Air Quality Management District October 2007 - April 2014
ENSR January 2007 - May 2007
U.S. Environmental Protection Agency (EPA) Region 9 June 2006 - August 2006
University of San Francisco December 2004 - May 2005
American Express Financial Advisors February 2003 - February 2004
Skills
Research, Sustainability, Environmental Awareness, Policy, Environmental Policy, Environmental Compliance, Climate Change, Environmental Impact..., Environmental Science, Environmental Consulting, Environmental..., Renewable Energy, Sustainable Business
Education
The Maryland Institute College of Art 2014 — 2015
Master of Professional Studies, Information Visualization
University of California, Santa Barbara 2005 — 2007
Master's degree, Environmental Science and Management
San Francisco State University 2000 — 2002
Bachelor's degree, Journalism
Self October 2014 - Present
Bay Area Air Quality Management District October 2007 - April 2014
ENSR January 2007 - May 2007
U.S. Environmental Protection Agency (EPA) Region 9 June 2006 - August 2006
University of San Francisco December 2004 - May 2005
American Express Financial Advisors February 2003 - February 2004
Skills
Research, Sustainability, Environmental Awareness, Policy, Environmental Policy, Environmental Compliance, Climate Change, Environmental Impact..., Environmental Science, Environmental Consulting, Environmental..., Renewable Energy, Sustainable Business
Education
The Maryland Institute College of Art 2014 — 2015
Master of Professional Studies, Information Visualization
University of California, Santa Barbara 2005 — 2007
Master's degree, Environmental Science and Management
San Francisco State University 2000 — 2002
Bachelor's degree, Journalism
Rick P Johnson Rick P Johnson's American Express Financial Advisors Experience January 1996 - May 2002
Job Account Manager at Dr Pepper Snapple Group
Industry Food & Beverages
Experience
Dr Pepper Snapple Group November 2014 - Present
The Coca-Cola Company September 2008 - June 2014
Los Angeles Times February 2002 - July 2006
American Express Financial Advisors January 1996 - May 2002
Skills
Strategic Financial..., Financial Analysis, Employee Training, Management Training..., Industrial Safety, Payroll, Operating Budgets, Personnel Supervision, Personnel Selection, Personnel Management, Account Management, Account Sales Strategies, Personal Financial..., Security Sales, Securities, Money Management, Direct Sales, Sales Management, Sales Presentations, Distribution Systems, Distribution Logistics
Education
Southern Illinois University, Edwardsville 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, 3.6
Dr Pepper Snapple Group November 2014 - Present
The Coca-Cola Company September 2008 - June 2014
Los Angeles Times February 2002 - July 2006
American Express Financial Advisors January 1996 - May 2002
Skills
Strategic Financial..., Financial Analysis, Employee Training, Management Training..., Industrial Safety, Payroll, Operating Budgets, Personnel Supervision, Personnel Selection, Personnel Management, Account Management, Account Sales Strategies, Personal Financial..., Security Sales, Securities, Money Management, Direct Sales, Sales Management, Sales Presentations, Distribution Systems, Distribution Logistics
Education
Southern Illinois University, Edwardsville 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, 3.6
Sarah Beck, PHR, MA's American Express Financial Advisors Experience February 1997 - October 1997
Job Human Resources Manager at Biotab Nutraceuticals, Inc.
Industry Human Resources
Experience
Biotab Nutraceuticals, Inc. October 2005 - Present
John Bagley Designs/Bagley and Hotchkiss 1997 - 2002
American Express Financial Advisors February 1997 - October 1997
Skills
Employee Relations, Employment Law, Human Resources, Recruiting, Temporary Placement, Onboarding, New Hire Orientations, FMLA, Employee Benefits, HR Policies, Employee Engagement, Personnel Management
Education
University of Minnesota Duluth 1988 — 1992
1992, BA, Psychology
Saint Mary's University of Minnesota
MA, Employee Relations
Biotab Nutraceuticals, Inc. October 2005 - Present
John Bagley Designs/Bagley and Hotchkiss 1997 - 2002
American Express Financial Advisors February 1997 - October 1997
Skills
Employee Relations, Employment Law, Human Resources, Recruiting, Temporary Placement, Onboarding, New Hire Orientations, FMLA, Employee Benefits, HR Policies, Employee Engagement, Personnel Management
Education
University of Minnesota Duluth 1988 — 1992
1992, BA, Psychology
Saint Mary's University of Minnesota
MA, Employee Relations
Ryan Maher Ryan Maher's American Express Financial Advisors Experience July 2003 - June 2004
Job Account Manager, Wealth & Retirement Administration at SunGard
Industry Financial Services
Experience
SunGard March 2015 - Present
BlackRock October 2011 - January 2015
BlackRock August 2004 - October 2011
American Express Financial Advisors July 2003 - June 2004
Topp Portable Air April 2000 - July 2003
Vanguard June 1999 - April 2000
Skills
Asset Management, Fixed Income, Mutual Funds, Investments, Series 7, Cash Management, Financial Analysis, Relationship Management, Institutional..., Series 66, Finance, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor's Degree, Business Administration and Management, General, 3.0
SunGard March 2015 - Present
BlackRock October 2011 - January 2015
BlackRock August 2004 - October 2011
American Express Financial Advisors July 2003 - June 2004
Topp Portable Air April 2000 - July 2003
Vanguard June 1999 - April 2000
Skills
Asset Management, Fixed Income, Mutual Funds, Investments, Series 7, Cash Management, Financial Analysis, Relationship Management, Institutional..., Series 66, Finance, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor's Degree, Business Administration and Management, General, 3.0
Jeff Lorsung Jeff Lorsung's American Express Financial Advisors Experience December 2003 - December 2005
Job
Industry Financial Services
Experience
Tata Consultancy Services April 2015 - Present
Diageo February 2014 - January 2015
AMD July 2014 - July 2014
Ameriprise Financial Services, Inc. October 2009 - May 2012
Ameriprise Financial Services, Inc. December 2006 - October 2009
Ameriprise Financial Services, Inc. December 2005 - December 2006
American Express Financial Advisors December 2003 - December 2005
American Express Financial Advisors February 2001 - December 2003
Minnesota Life December 1997 - December 2001
Compuware February 1999 - February 2001
Skills
Strategy, Integration, Financial Services, Product Management, Management, Business Requirements, Vendor Management, Risk Management, Business Architecture, Process Improvement, Consulting, Mergers & Acquisitions, Cross-functional Team..., SDLC, Project Portfolio..., Business Analysis, PMO, Business Process..., Portfolio Management, Program Management, Change Management, Wealth Management, Troubleshooting, Financial Advisory, Networking, Budgets, Leadership, Investment Advisory, Strategic Planning, Securities, Strategic Financial..., IT Strategy, Relationship Management, Requirements Gathering, ROI Strategies, Technical Support, Cisco Technologies, Information Technology, Technology, Organizational..., ROI Optimization, Visio, Enterprise Architecture, Business Process, IT Management, Outsourcing, Enterprise Software, Cloud Computing, Testing, Quality Assurance
Education
St. John's University 1994 — 1997
BA
Cathedral High School (St. Cloud, MN) 1990 — 1994
Tata Consultancy Services April 2015 - Present
Diageo February 2014 - January 2015
AMD July 2014 - July 2014
Ameriprise Financial Services, Inc. October 2009 - May 2012
Ameriprise Financial Services, Inc. December 2006 - October 2009
Ameriprise Financial Services, Inc. December 2005 - December 2006
American Express Financial Advisors December 2003 - December 2005
American Express Financial Advisors February 2001 - December 2003
Minnesota Life December 1997 - December 2001
Compuware February 1999 - February 2001
Skills
Strategy, Integration, Financial Services, Product Management, Management, Business Requirements, Vendor Management, Risk Management, Business Architecture, Process Improvement, Consulting, Mergers & Acquisitions, Cross-functional Team..., SDLC, Project Portfolio..., Business Analysis, PMO, Business Process..., Portfolio Management, Program Management, Change Management, Wealth Management, Troubleshooting, Financial Advisory, Networking, Budgets, Leadership, Investment Advisory, Strategic Planning, Securities, Strategic Financial..., IT Strategy, Relationship Management, Requirements Gathering, ROI Strategies, Technical Support, Cisco Technologies, Information Technology, Technology, Organizational..., ROI Optimization, Visio, Enterprise Architecture, Business Process, IT Management, Outsourcing, Enterprise Software, Cloud Computing, Testing, Quality Assurance
Education
St. John's University 1994 — 1997
BA
Cathedral High School (St. Cloud, MN) 1990 — 1994
Vincent Esposito AIF®, WMS's American Express Financial Advisors Experience September 1994 - September 1996
Job Financial Advisor and Managing Partner | Sungarden Investment Research
Industry Financial Services
Experience
Sungarden Investment Research May 2014 - Present
Spruce Hill Capital, LLC November 2011 - May 2014
AdvisorConnect.com January 2009 - April 2010
ATEL Capital Group February 1996 - October 1999
American Express Financial Advisors September 1994 - September 1996
Skills
Investments, Strategic Financial..., Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Financial Services, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Retirement Income..., tax efficient..., Retirement, Investment Management, Bonds, Finance, Retirement Planning
Education
Southern Connecticut State University 1989 — 1993
BS, Finance
Notre Dame High School - West Haven 1985 — 1989
Sungarden Investment Research May 2014 - Present
Spruce Hill Capital, LLC November 2011 - May 2014
AdvisorConnect.com January 2009 - April 2010
ATEL Capital Group February 1996 - October 1999
American Express Financial Advisors September 1994 - September 1996
Skills
Investments, Strategic Financial..., Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Financial Services, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Retirement Income..., tax efficient..., Retirement, Investment Management, Bonds, Finance, Retirement Planning
Education
Southern Connecticut State University 1989 — 1993
BS, Finance
Notre Dame High School - West Haven 1985 — 1989
Saah Kemayah Saah Kemayah's American Express Financial Advisors Experience 2000 - 2001
Job Vice President: Assessment & Reporting Team ManagerGlobal Corporate Trust Services
Industry Banking
Experience
U.S. Bank March 2015 - Present
U.S. Bank March 2007 - March 2015
U.S. Bank July 2004 - March 2007
U.S. Bank July 2002 - July 2004
U.S. Bank April 2001 - July 2002
American Express Financial Advisors 2000 - 2001
Skills
Financial Analysis, Portfolio Management, Loans, Customer Service, Banking, Mortgage Lending, Analysis, Account Management, Microsoft Office, Time Management, Project Management, Structured Finance, Process Improvement, Relationship Management, Negotiation, Risk Management, Leadership, Finance
Education
Saint Mary's University of Minnesota 2002 — 2006
Master of Science (MSc), Project Management
University of Liberia 1989 — 1998
Bachelor of Science (B.Sc.), Economics / PoliticalScience
U.S. Bank March 2015 - Present
U.S. Bank March 2007 - March 2015
U.S. Bank July 2004 - March 2007
U.S. Bank July 2002 - July 2004
U.S. Bank April 2001 - July 2002
American Express Financial Advisors 2000 - 2001
Skills
Financial Analysis, Portfolio Management, Loans, Customer Service, Banking, Mortgage Lending, Analysis, Account Management, Microsoft Office, Time Management, Project Management, Structured Finance, Process Improvement, Relationship Management, Negotiation, Risk Management, Leadership, Finance
Education
Saint Mary's University of Minnesota 2002 — 2006
Master of Science (MSc), Project Management
University of Liberia 1989 — 1998
Bachelor of Science (B.Sc.), Economics / PoliticalScience
James Jimenez, MBA James Jimenez, MBA's American Express Financial Advisors Experience February 2004 - August 2004
Job Store Manager / The Home Depot
Industry Retail
Experience
The Home Depot September 2015 - Present
The Home Depot August 2013 - Present
The Home Depot April 2011 - Present
The Home Depot June 2010 - April 2011
Office Depot August 2004 - June 2010
American Express Financial Advisors February 2004 - August 2004
Hertz Local Edition 2001 - 2003
FedEx Express 1996 - 2001
ISS International May 1995 - January 1996
FEDERAL EXPRESS CORPORATION July 1986 - May 1995
Skills
3PL, Supply Chain Management, Continuous Improvement, Logistics, Supply Chain, Inventory Management, Process Improvement, Team Building, LTL, Logistics Management, Strategic Planning, Negotiation, Leadership, Management, Strategy, Retail, Warehouse Management, Inventory Control, Supply Chain..., Operations Management, Materials Management, P&L Management, Warehousing, Demand Planning
Education
Saint Leo University 2009 — 2010
MBA
Villanova University 2008 — 2008
Certificate, Lean Six Sigma
University of Phoenix 1999 — 2003
Bachelor of Science Degree, Business Management
The Home Depot September 2015 - Present
The Home Depot August 2013 - Present
The Home Depot April 2011 - Present
The Home Depot June 2010 - April 2011
Office Depot August 2004 - June 2010
American Express Financial Advisors February 2004 - August 2004
Hertz Local Edition 2001 - 2003
FedEx Express 1996 - 2001
ISS International May 1995 - January 1996
FEDERAL EXPRESS CORPORATION July 1986 - May 1995
Skills
3PL, Supply Chain Management, Continuous Improvement, Logistics, Supply Chain, Inventory Management, Process Improvement, Team Building, LTL, Logistics Management, Strategic Planning, Negotiation, Leadership, Management, Strategy, Retail, Warehouse Management, Inventory Control, Supply Chain..., Operations Management, Materials Management, P&L Management, Warehousing, Demand Planning
Education
Saint Leo University 2009 — 2010
MBA
Villanova University 2008 — 2008
Certificate, Lean Six Sigma
University of Phoenix 1999 — 2003
Bachelor of Science Degree, Business Management
Andrew Quarfoth Andrew Quarfoth's American Express Financial Advisors Experience 2001 - 2002
Job Territory Manager at Extreme Beverage
Industry Wholesale
Experience
Extreme Beverage May 2003 - Present
Northwest Athletic Club 2002 - 2003
American Express Financial Advisors 2001 - 2002
Skills
Sales Management, Sales Operations, Account Management, Sales, Key Account Management, New Business Development, Direct Sales, Cold Calling, Sales Process, B2B, Selling, Negotiation, Retail, Merchandising, Sales Presentations
Education
Saint Mary's University of Minnesota 1997 — 2001
Bachelor of Arts (B.A.), Marketing
Extreme Beverage May 2003 - Present
Northwest Athletic Club 2002 - 2003
American Express Financial Advisors 2001 - 2002
Skills
Sales Management, Sales Operations, Account Management, Sales, Key Account Management, New Business Development, Direct Sales, Cold Calling, Sales Process, B2B, Selling, Negotiation, Retail, Merchandising, Sales Presentations
Education
Saint Mary's University of Minnesota 1997 — 2001
Bachelor of Arts (B.A.), Marketing
Michael Dennison Michael Dennison's American Express Financial Advisors Experience 2004 - 2005
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Jonathan Jong Jonathan Jong's American Express Financial Advisors Experience February 2004 - May 2006
Job Insurance Broker
Industry Financial Services
Experience
TM Professionals October 2013 - Present
Global Equity Finance, Inc. May 2006 - October 2013
American Express Financial Advisors February 2004 - May 2006
Lexmark International November 2000 - February 2004
Southwestern Company September 1998 - November 2000
Skills
Mortgage Banking, Loans, Finance, Mortgage Lending, Management, Sales, Financial Services, FHA, Strategic Planning, Leadership, Investment Properties, Microsoft Excel, Refinance, Real Estate, Financial Analysis, Analysis, Customer Service, Investments, Financial Planning
Education
San Diego State University-California State University 1998 — 2003
BA, Public Administration
Newark Memorial High School 1993 — 1998
TM Professionals October 2013 - Present
Global Equity Finance, Inc. May 2006 - October 2013
American Express Financial Advisors February 2004 - May 2006
Lexmark International November 2000 - February 2004
Southwestern Company September 1998 - November 2000
Skills
Mortgage Banking, Loans, Finance, Mortgage Lending, Management, Sales, Financial Services, FHA, Strategic Planning, Leadership, Investment Properties, Microsoft Excel, Refinance, Real Estate, Financial Analysis, Analysis, Customer Service, Investments, Financial Planning
Education
San Diego State University-California State University 1998 — 2003
BA, Public Administration
Newark Memorial High School 1993 — 1998
Jay Weiser's American Express Financial Advisors Experience January 2000 - June 2000
Job Owner at Weiser Financial Services
Industry Financial Services
Experience
Weiser Financial Services July 1990 - Present
American Express Financial Advisors January 2000 - June 2000
Prudential Financial February 1986 - August 1999
Skills
Insurance, Retirement, Financial Services, Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Estate Planning, Marketing, Accounting, Sales, Finance, Term Life Insurance, Fixed Annuities, Management, Long-term Care, Wealth, Disability Insurance, IRAs, Universal Life, Life Insurance, Critical Illness, Wealth Management, 401k, Whole Life, Pensions, Health Savings Accounts, Financial Planners, Employee Benefits, Underwriting, Brokers, Health Insurance, Umbrella Insurance, Wealth Accumulation, Property & Casualty..., Roth IRA, Income Protection, Medicare, General Insurance, Long Term Care Insurance, Liability
Education
Southern Illinois University, Carbondale 1980 — 1984
Southern Illinois University, Edwardsville 1977 — 1978
Weiser Financial Services July 1990 - Present
American Express Financial Advisors January 2000 - June 2000
Prudential Financial February 1986 - August 1999
Skills
Insurance, Retirement, Financial Services, Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Estate Planning, Marketing, Accounting, Sales, Finance, Term Life Insurance, Fixed Annuities, Management, Long-term Care, Wealth, Disability Insurance, IRAs, Universal Life, Life Insurance, Critical Illness, Wealth Management, 401k, Whole Life, Pensions, Health Savings Accounts, Financial Planners, Employee Benefits, Underwriting, Brokers, Health Insurance, Umbrella Insurance, Wealth Accumulation, Property & Casualty..., Roth IRA, Income Protection, Medicare, General Insurance, Long Term Care Insurance, Liability
Education
Southern Illinois University, Carbondale 1980 — 1984
Southern Illinois University, Edwardsville 1977 — 1978
John D Egan John D Egan's American Express Financial Advisors Experience January 1993 - December 1994
Job Sr. Project Manager
Industry Management Consulting
Experience
Hospira May 2015 - Present
Alcon Laboratories (Robert Half Technology) September 2014 - Present
Alcon Laboratories (Robert Half Technology) July 2013 - January 2014
Cohen Financial Services Inc. December 2011 - July 2013
Egan Consulting contracted to Hospira, Inc. January 2011 - November 2011
Cohen Financial Services (A Consulting Company, 2011 to Present) December 2009 - January 2011
CTS Holdings Inc January 2004 - October 2010
Parson Consulting March 1998 - December 2003
SkyTeam Airlines Inc January 1995 - December 1997
American Express Financial Advisors January 1993 - December 1994
Skills
SOX, Internal Controls, Internal Audit, Due Diligence, Auditing, Documentation, Forecasting, Budgeting, Strategic Planning, Excel, Accounts Receivable, Visio, Word, Access, SAP Implementation, PeopleSoft
Education
Southern Illinois University, Edwardsville 1974 — 1976
MBA, Finance
St. John Fisher College 1966 — 1971
BA, Psychology
Hospira May 2015 - Present
Alcon Laboratories (Robert Half Technology) September 2014 - Present
Alcon Laboratories (Robert Half Technology) July 2013 - January 2014
Cohen Financial Services Inc. December 2011 - July 2013
Egan Consulting contracted to Hospira, Inc. January 2011 - November 2011
Cohen Financial Services (A Consulting Company, 2011 to Present) December 2009 - January 2011
CTS Holdings Inc January 2004 - October 2010
Parson Consulting March 1998 - December 2003
SkyTeam Airlines Inc January 1995 - December 1997
American Express Financial Advisors January 1993 - December 1994
Skills
SOX, Internal Controls, Internal Audit, Due Diligence, Auditing, Documentation, Forecasting, Budgeting, Strategic Planning, Excel, Accounts Receivable, Visio, Word, Access, SAP Implementation, PeopleSoft
Education
Southern Illinois University, Edwardsville 1974 — 1976
MBA, Finance
St. John Fisher College 1966 — 1971
BA, Psychology
Robin Korn's American Express Financial Advisors Experience 1999 - 2004
Job Executive Vice President, Strategic Marketing at Madison Square Garden Entertainment
Industry Marketing and Advertising
Experience
Madison Square Garden Entertainment June 2012 - Present
American Express 2009 - 2012
American Express 2008 - 2009
American Express 2005 - 2007
American Express Financial Advisors 1999 - 2004
American Express 1997 - 1998
American Express 1996 - 1997
American Express 1992 - 1996
American Express 1989 - 1992
Skills
Small Business, P&L Management, Segmentation, Loyalty Marketing, Product Management, Marketing Strategy, New Business Development, Relationship Marketing, Start-up Environment, CRM, Digital Marketing, Loyalty Programs, Customer Acquisition, Integrated Marketing, Customer Insight, Brand Management, B2B, Cross-functional Team..., New Product development, Digital Transformation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA (Graduated Summa Cum Laude), English and Communications
Madison Square Garden Entertainment June 2012 - Present
American Express 2009 - 2012
American Express 2008 - 2009
American Express 2005 - 2007
American Express Financial Advisors 1999 - 2004
American Express 1997 - 1998
American Express 1996 - 1997
American Express 1992 - 1996
American Express 1989 - 1992
Skills
Small Business, P&L Management, Segmentation, Loyalty Marketing, Product Management, Marketing Strategy, New Business Development, Relationship Marketing, Start-up Environment, CRM, Digital Marketing, Loyalty Programs, Customer Acquisition, Integrated Marketing, Customer Insight, Brand Management, B2B, Cross-functional Team..., New Product development, Digital Transformation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA (Graduated Summa Cum Laude), English and Communications
Brad Golden Brad Golden's American Express Financial Advisors Experience March 2003 - July 2005
Job Business Development Consultant
Industry Management Consulting
Experience
RB Golden Solutions October 2010 - Present
Orkin Pest Control June 2014 - August 2015
Ameriprise Financial Services, Inc. August 2008 - February 2011
AMERIPRISE FINANCIAL August 2008 - February 2011
AMERIPRISE FINANCIAL March 2007 - July 2008
Ameriprise Financial Services, Inc. July 2005 - January 2007
AMERIPRISE FINANCIAL July 2005 - January 2007
American Express Financial Advisors March 2003 - July 2005
RBG FINANCIAL January 2000 - January 2002
Skills
Financial Planning, Training & Development, Financial Analysis, Strategic Financial..., Strategy, Wealth Management, Investments, Management, Portfolio Management, Financial Services, Business Planning, Budgets, Financial Advisory, Training, Start-ups, Small Business, CRM, Business Development, Sales, Marketing
Education
University of Alabama 1997 — 2001
BACHELOR OF SCIENCE, POLITICAL SCIENCE
Snead State Community College 1993 — 1995
Associate's degree, Pre-Law Studies
RB Golden Solutions October 2010 - Present
Orkin Pest Control June 2014 - August 2015
Ameriprise Financial Services, Inc. August 2008 - February 2011
AMERIPRISE FINANCIAL August 2008 - February 2011
AMERIPRISE FINANCIAL March 2007 - July 2008
Ameriprise Financial Services, Inc. July 2005 - January 2007
AMERIPRISE FINANCIAL July 2005 - January 2007
American Express Financial Advisors March 2003 - July 2005
RBG FINANCIAL January 2000 - January 2002
Skills
Financial Planning, Training & Development, Financial Analysis, Strategic Financial..., Strategy, Wealth Management, Investments, Management, Portfolio Management, Financial Services, Business Planning, Budgets, Financial Advisory, Training, Start-ups, Small Business, CRM, Business Development, Sales, Marketing
Education
University of Alabama 1997 — 2001
BACHELOR OF SCIENCE, POLITICAL SCIENCE
Snead State Community College 1993 — 1995
Associate's degree, Pre-Law Studies
Sheila Wiatr Sokolski Sheila Wiatr Sokolski's American Express Financial Advisors Experience 2003 - 2004
Job Director, Group Benefits Sales Execution
Industry Insurance
Experience
The Hartford June 2015 - Present
The Hartford March 2012 - Present
The Hartford March 2011 - March 2012
The Hartford April 2007 - March 2011
The Hartford 2005 - 2007
The Hartford 2004 - 2005
Miss Universe Organization 2004 - 2005
American Express Financial Advisors 2003 - 2004
ING Financial Services 2002 - 2003
Skills
Insurance, Disability Insurance, Employee Benefits, Underwriting, Life Insurance, Relationship Management, Risk Management, Vendor Management, Process Improvement, Strategy, Term Life Insurance, Management, Sales, Account Management, Training, Product Management, Change Management, Claim, Business Process..., Strategic Planning, New Business Development, Business Planning, Product Marketing, Marketing, Strategic Partnerships
Education
Rider University 1998 — 2001
BA, Psychology; Political Science
Glastonbury High School 1994 — 1998
The Hartford June 2015 - Present
The Hartford March 2012 - Present
The Hartford March 2011 - March 2012
The Hartford April 2007 - March 2011
The Hartford 2005 - 2007
The Hartford 2004 - 2005
Miss Universe Organization 2004 - 2005
American Express Financial Advisors 2003 - 2004
ING Financial Services 2002 - 2003
Skills
Insurance, Disability Insurance, Employee Benefits, Underwriting, Life Insurance, Relationship Management, Risk Management, Vendor Management, Process Improvement, Strategy, Term Life Insurance, Management, Sales, Account Management, Training, Product Management, Change Management, Claim, Business Process..., Strategic Planning, New Business Development, Business Planning, Product Marketing, Marketing, Strategic Partnerships
Education
Rider University 1998 — 2001
BA, Psychology; Political Science
Glastonbury High School 1994 — 1998
Cintia Torres Cintia Torres's American Express Financial Advisors Experience October 2003 - February 2004
Job Senior Associate/Client Service Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
Keith Fenstad Keith Fenstad's American Express Financial Advisors Experience 1993 - 1995
Job Partner / Director of Financial Planning, CCO at Tanglewood Wealth Management, Inc.
Industry Investment Management
Experience
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Tony Wolfinger Tony Wolfinger's American Express Financial Advisors Experience September 2001 - September 2002
Job VP Doors Division at AM Cabinets
Industry Construction
Experience
AM Cabinets SupervisorHomecomings FinancialOctober 2002 - January 2007
American Express Financial Advisors September 2001 - September 2002
Education
San Diego State University-California State University 1999 — 2001
Business, Finance
AM Cabinets SupervisorHomecomings FinancialOctober 2002 - January 2007
American Express Financial Advisors September 2001 - September 2002
Education
San Diego State University-California State University 1999 — 2001
Business, Finance
Evamarie Schoenborn's American Express Financial Advisors Experience January 2000 - November 2002
Job Vice President Product Management, General Manager Capital Markets Solutions
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. May 2004 - May 2006
SPS Advantage November 2002 - May 2004
American Express Financial Advisors January 2000 - November 2002
American Enterprise Life Insurance September 1996 - December 1999
Skills
Product Management, Financial Services, Leadership, Pricing, Competitive Analysis, Strategic Planning, Financial Modeling, Equities, Wealth Management, Business Strategy, Series 7, Strategy, Business Development, Process Improvement, Securities, Training, Project Management, Business Analysis, Management, Analytics, Executive Management, Team Leadership, Product Development, Marketing, Team Building, Risk Management, Project Planning, Mutual Funds, Fixed Income, CRM, Portfolio Management, Retirement, Strategic Financial..., Investments, Financial Advisory, Finance, Series 24, Retirement Planning, Asset Allocation, FINRA, Fixed Annuities, Financial Planning
Education
St. Cloud State University 1994 — 1998
MBA, Finance, Marketing
Ameriprise Financial Services, Inc. February 2009 - Present
Ameriprise Financial June 2006 - January 2009
Ameriprise Financial Services, Inc. May 2004 - May 2006
SPS Advantage November 2002 - May 2004
American Express Financial Advisors January 2000 - November 2002
American Enterprise Life Insurance September 1996 - December 1999
Skills
Product Management, Financial Services, Leadership, Pricing, Competitive Analysis, Strategic Planning, Financial Modeling, Equities, Wealth Management, Business Strategy, Series 7, Strategy, Business Development, Process Improvement, Securities, Training, Project Management, Business Analysis, Management, Analytics, Executive Management, Team Leadership, Product Development, Marketing, Team Building, Risk Management, Project Planning, Mutual Funds, Fixed Income, CRM, Portfolio Management, Retirement, Strategic Financial..., Investments, Financial Advisory, Finance, Series 24, Retirement Planning, Asset Allocation, FINRA, Fixed Annuities, Financial Planning
Education
St. Cloud State University 1994 — 1998
MBA, Finance, Marketing
Tyler Bartlett, ChFC, CFP® Tyler Bartlett, ChFC, CFP®'s American Express Financial Advisors Experience January 1998 - January 2002
Job Financial Advisor at Merriman
Industry Investment Management
Experience
Merriman March 2006 - Present
US Trust January 2004 - March 2006
Pacific Capital Resource Group 2002 - 2004
American Express Financial Advisors January 1998 - January 2002
Skills
Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Investment Management, Certified Financial..., Personal Financial..., College Savings Plans, College Funding..., Retirement Planning, Modern Portfolio Theory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
Merriman March 2006 - Present
US Trust January 2004 - March 2006
Pacific Capital Resource Group 2002 - 2004
American Express Financial Advisors January 1998 - January 2002
Skills
Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Investment Management, Certified Financial..., Personal Financial..., College Savings Plans, College Funding..., Retirement Planning, Modern Portfolio Theory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
Joseph D. Washington's American Express Financial Advisors Experience January 1998 - June 2005
Job Security Services Workstream Project Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank September 2014 - Present
ista September 2013 - September 2014
EQUIFAX December 2010 - September 2013
AMERICAN EXPRESS March 2010 - December 2010
Gwinnett County Board of Commissioners June 2008 - March 2010
FIS January 2007 - October 2007
GE Consumer Finance June 2005 - October 2006
AMERICAN EXPRESS FINANCIAL ADVISORS January 1998 - June 2005
J.P. MORGAN CHASE BANK January 1994 - December 1999
GENERAL MOTORS ACCEPTANCE CORPORATION April 1988 - October 1994
Skills
SAP, FDR, Maps, Peachtree, Cash Management, PeopleSoft, Sarbanes-Oxley Act, ACH, Payments, Credit Cards, Electronic Payments, Financial Services, Banking, Financial Risk, Vendor Management, Risk Management, Debit Cards, Business Analysis, BPO, Relationship Management, AML, Change Management, Process Improvement, Leadership, Business Process..., Project Management, Finance, Accounting, Call Centers, CRM, Business Process, Visio, Program Management, Integration, Financial Analysis, PMP, Management, Forecasting, SharePoint, Strategy, Access, SDLC, Cross-functional Team..., Requirements Analysis, Analysis, Team Leadership, Quality Assurance, Databases, Business Requirements, Software Project...
Education
Saint Xavier University 1992 — 1994
MBA, Finance
Southern Illinois University, Edwardsville 1981 — 1985
B.A, Public Administration
SunTrust Bank September 2014 - Present
ista September 2013 - September 2014
EQUIFAX December 2010 - September 2013
AMERICAN EXPRESS March 2010 - December 2010
Gwinnett County Board of Commissioners June 2008 - March 2010
FIS January 2007 - October 2007
GE Consumer Finance June 2005 - October 2006
AMERICAN EXPRESS FINANCIAL ADVISORS January 1998 - June 2005
J.P. MORGAN CHASE BANK January 1994 - December 1999
GENERAL MOTORS ACCEPTANCE CORPORATION April 1988 - October 1994
Skills
SAP, FDR, Maps, Peachtree, Cash Management, PeopleSoft, Sarbanes-Oxley Act, ACH, Payments, Credit Cards, Electronic Payments, Financial Services, Banking, Financial Risk, Vendor Management, Risk Management, Debit Cards, Business Analysis, BPO, Relationship Management, AML, Change Management, Process Improvement, Leadership, Business Process..., Project Management, Finance, Accounting, Call Centers, CRM, Business Process, Visio, Program Management, Integration, Financial Analysis, PMP, Management, Forecasting, SharePoint, Strategy, Access, SDLC, Cross-functional Team..., Requirements Analysis, Analysis, Team Leadership, Quality Assurance, Databases, Business Requirements, Software Project...
Education
Saint Xavier University 1992 — 1994
MBA, Finance
Southern Illinois University, Edwardsville 1981 — 1985
B.A, Public Administration
Asher Tafuro Asher Tafuro's American Express Financial Advisors Experience October 2002 - May 2003
Job Budget Analyst, CPA Candidate
Industry Accounting
Experience
US Forest Service August 2011 - Present
University of Denver November 2007 - August 2011
University of Denver October 2006 - November 2007
University of Denver October 2003 - October 2006
American Express Financial Advisors October 2002 - May 2003
Skills
Budget, Data Analysis, Database Design, Interpersonal..., Budgets, Financial Analysis, Analysis, Finance, Financial Modeling, Financial Reporting, Accounting, Auditing, Microsoft Excel, Human Resources, Access
Education
University of Denver - Daniels College of Business 2007 — 2009
MAcc, Accounting
University of Denver - Daniels College of Business 2004 — 2007
MS, Finance
Regis University 1997 — 2001
BS, Computer Science & Business Administration
US Forest Service August 2011 - Present
University of Denver November 2007 - August 2011
University of Denver October 2006 - November 2007
University of Denver October 2003 - October 2006
American Express Financial Advisors October 2002 - May 2003
Skills
Budget, Data Analysis, Database Design, Interpersonal..., Budgets, Financial Analysis, Analysis, Finance, Financial Modeling, Financial Reporting, Accounting, Auditing, Microsoft Excel, Human Resources, Access
Education
University of Denver - Daniels College of Business 2007 — 2009
MAcc, Accounting
University of Denver - Daniels College of Business 2004 — 2007
MS, Finance
Regis University 1997 — 2001
BS, Computer Science & Business Administration
Bill Pacheco, LUTCF Bill Pacheco, LUTCF's American Express Financial Advisors Experience January 1999 - January 2002
Job Sales Enablement Professional and Professional Improvisor
Industry Insurance
Experience
Power2Improv April 2015 - Present
Liberty Mutual Group May 2010 - Present
CEMEX August 2006 - January 2010
Nations Rent November 2003 - August 2006
Construction Data Corporation November 2002 - November 2003
American Express Financial Advisors January 1999 - January 2002
Scuba Quest January 1995 - January 1999
U.S Navy December 1988 - 1994
Skills
Training, Leadership, Customer Service, Sales, Sales Process, Strategic Planning, Sales Operations, Management, Sales Management, Team Building, Insurance, CRM, Cold Calling, Account Management, Marketing Strategy, Coaching, Marketing, New Business Development, Selling, Public Speaking, Customer Retention, Consultative Selling, Time Management, Sales Presentations, Negotiation, Customer Satisfaction, Teamwork, Direct Sales, Pricing, Selling Skills, E-Learning, Team Leadership, Recruiting, LEED AP, Customer Relations, B2B, Forecasting, Purchasing, Contract Negotiation, Problem Solving, Mentoring, Call Centers, Salesforce.com, Leadership Development, Trade Shows, Solution Selling, SAP
Education
University of Central Florida 2004 — 2007
Bachelor of Science, Technical Education and Industry Training
Seminole Community College 2002 — 2004
Associate of Arts, General Studies2005; Data Systems Technician
US Navy Data Systems Technician A&C School 1989 — 1991
NA, Electronics and Computer Repair
Gateway High 1985 — 1989
SAK Comedy Lab 2014 — 2015
Improv Comedy
Power2Improv April 2015 - Present
Liberty Mutual Group May 2010 - Present
CEMEX August 2006 - January 2010
Nations Rent November 2003 - August 2006
Construction Data Corporation November 2002 - November 2003
American Express Financial Advisors January 1999 - January 2002
Scuba Quest January 1995 - January 1999
U.S Navy December 1988 - 1994
Skills
Training, Leadership, Customer Service, Sales, Sales Process, Strategic Planning, Sales Operations, Management, Sales Management, Team Building, Insurance, CRM, Cold Calling, Account Management, Marketing Strategy, Coaching, Marketing, New Business Development, Selling, Public Speaking, Customer Retention, Consultative Selling, Time Management, Sales Presentations, Negotiation, Customer Satisfaction, Teamwork, Direct Sales, Pricing, Selling Skills, E-Learning, Team Leadership, Recruiting, LEED AP, Customer Relations, B2B, Forecasting, Purchasing, Contract Negotiation, Problem Solving, Mentoring, Call Centers, Salesforce.com, Leadership Development, Trade Shows, Solution Selling, SAP
Education
University of Central Florida 2004 — 2007
Bachelor of Science, Technical Education and Industry Training
Seminole Community College 2002 — 2004
Associate of Arts, General Studies2005; Data Systems Technician
US Navy Data Systems Technician A&C School 1989 — 1991
NA, Electronics and Computer Repair
Gateway High 1985 — 1989
SAK Comedy Lab 2014 — 2015
Improv Comedy
David Moran, CFP®, ChFC® David Moran, CFP®, ChFC®'s American Express Financial Advisors Experience August 2002 - March 2003
Job CERTIFIED FINANCIAL PLANNER at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC March 2003 - Present
American Express Financial Advisors August 2002 - March 2003
Skills
tax-efficient investing..., pension distribution..., insurance services, business succession..., annuity services, education planning...
Education
San Diego State University-California State University 1996 — 2000
BS, Business & Communication
AXA Advisors, LLC March 2003 - Present
American Express Financial Advisors August 2002 - March 2003
Skills
tax-efficient investing..., pension distribution..., insurance services, business succession..., annuity services, education planning...
Education
San Diego State University-California State University 1996 — 2000
BS, Business & Communication
John Sciore John Sciore's American Express Financial Advisors Experience September 1977 - April 1996
Job Executive Director of Gateway Futsal of St. Louis
Industry Sports
Experience
United States Youth Futsal 2007 - Present
Gateway Futsal of St. Louis June 2003 - Present
American Express Financial Advisors September 1977 - April 1996
Education
Rockhurst University
United States Youth Futsal 2007 - Present
Gateway Futsal of St. Louis June 2003 - Present
American Express Financial Advisors September 1977 - April 1996
Education
Rockhurst University
Justin Dekker's American Express Financial Advisors Experience 1996 - 1999
Job VP at EWINGS ASSOCIATES
Industry Executive Office
Experience
EWINGS ASSOCIATES February 2014 - Present
Miracle Group, LLP 1999 - February 2014
American Express Financial Advisors 1996 - 1999
Skills
Management, Strategy, Business Strategy, Entrepreneurship, Leadership, Risk Management, Strategic Planning, Negotiation, Process Improvement, Cross-functional Team..., Executive Management, Project Management, Business Planning, Management Consulting, Consulting, Mergers & Acquisitions, Sales Management, Start-ups, Finance, Team Leadership, Analysis, Business Development, Strategic Partnerships, Strategic Financial..., Change Management, Product Management, Team Building, Business Process..., Contract Negotiation, International Business, Operations Management, P&L Management
Education
Saint John's University 1991 — 1995
B.A., Business Management
Collège International de Cannes 1993 — 1993
International Business
Edina High School 1988 — 1991
Diploma
EWINGS ASSOCIATES February 2014 - Present
Miracle Group, LLP 1999 - February 2014
American Express Financial Advisors 1996 - 1999
Skills
Management, Strategy, Business Strategy, Entrepreneurship, Leadership, Risk Management, Strategic Planning, Negotiation, Process Improvement, Cross-functional Team..., Executive Management, Project Management, Business Planning, Management Consulting, Consulting, Mergers & Acquisitions, Sales Management, Start-ups, Finance, Team Leadership, Analysis, Business Development, Strategic Partnerships, Strategic Financial..., Change Management, Product Management, Team Building, Business Process..., Contract Negotiation, International Business, Operations Management, P&L Management
Education
Saint John's University 1991 — 1995
B.A., Business Management
Collège International de Cannes 1993 — 1993
International Business
Edina High School 1988 — 1991
Diploma
Joseph Sweeney Joseph Sweeney's American Express Financial Advisors Experience April 2003 - May 2005
Job President, Advice and Wealth Management Products and Service Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - May 2012
Ameriprise Financial June 2005 - May 2009
American Express Financial Advisors April 2003 - May 2005
American Express Company December 1998 - March 2003
Skills
Banking, Wealth Management, Strategic Financial..., Business Transformation, Retirement Planning, Series 7, Financial Services, Portfolio Management, Leadership, Strategy, Finance, Strategic Planning, Relationship Management, Securities, Series 24, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Financial Advisory, Investment Strategies, Uniform Combined State..., Retirement, Alternative Investments, Asset Management, FINRA, Fixed Income, Investment Management, Equities, Series 63, Values-based Leadership, Trusted Business Partner, 401k, Financial Planning
Education
Saint Anselm College 1979 — 1983
BA, Business & Economics
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - May 2012
Ameriprise Financial June 2005 - May 2009
American Express Financial Advisors April 2003 - May 2005
American Express Company December 1998 - March 2003
Skills
Banking, Wealth Management, Strategic Financial..., Business Transformation, Retirement Planning, Series 7, Financial Services, Portfolio Management, Leadership, Strategy, Finance, Strategic Planning, Relationship Management, Securities, Series 24, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Financial Advisory, Investment Strategies, Uniform Combined State..., Retirement, Alternative Investments, Asset Management, FINRA, Fixed Income, Investment Management, Equities, Series 63, Values-based Leadership, Trusted Business Partner, 401k, Financial Planning
Education
Saint Anselm College 1979 — 1983
BA, Business & Economics
Warren S Banfield EA Warren S Banfield EA's American Express Financial Advisors Experience July 1997 - July 2001
Job Owner at WSB Tax Group
Industry Accounting
Experience
WSB Tax Group September 1997 - Present
HD Vest Financial Services 2012 - Present
Emmanuel SDA Church 2013 - 2015
American Express Financial Advisors July 1997 - July 2001
Columbia Hospital for Women May 1984 - August 1997
Skills
Tax, IRS, Financial Planners, Tax Preparation, Securities, Income Tax, Corporate Tax, Accounting, Estate Planning, Tax Returns, Tax Advisory, Tax Accounting, Personal Tax Planning, Tax Law, Small Business, Bookkeeping, QuickBooks, High Net Worth..., Retirement Planning, Risk Management, Investments, Personal Finance, Insurance, Budgets, Finance
Education
The American College 2000 — 2001
Financial Planning and Services
Southern Adventist University
Bachelor's degree, Accounting and Finance
WSB Tax Group September 1997 - Present
HD Vest Financial Services 2012 - Present
Emmanuel SDA Church 2013 - 2015
American Express Financial Advisors July 1997 - July 2001
Columbia Hospital for Women May 1984 - August 1997
Skills
Tax, IRS, Financial Planners, Tax Preparation, Securities, Income Tax, Corporate Tax, Accounting, Estate Planning, Tax Returns, Tax Advisory, Tax Accounting, Personal Tax Planning, Tax Law, Small Business, Bookkeeping, QuickBooks, High Net Worth..., Retirement Planning, Risk Management, Investments, Personal Finance, Insurance, Budgets, Finance
Education
The American College 2000 — 2001
Financial Planning and Services
Southern Adventist University
Bachelor's degree, Accounting and Finance
David Wolford David Wolford's American Express Financial Advisors Experience November 1999 - March 2001
Job Enterprise Consultant at Capriccio Software, Inc.
Industry Information Technology and Services
Experience
Capriccio Software, Inc. May 2009 - Present
First Tennessee Bank March 2001 - April 2009
American Express Financial Advisors November 1999 - March 2001
United States Marine Corps November 1995 - November 1999
Skills
Active Security..., Security+ Certified, IBM Certified Designer..., IBM Cognos Business..., Oracle, MS Access, SQL Server, VMware, WinSCP, Windows, Linux, VNC, SQL+, PuTTY, Firepass, Microsoft Office, Microsoft Excel..., Microsoft Sharepoint, Program Management, Project Management, Leadership, Analysis, Financial Analysis, Registered Paraplanner..., American Express..., American Express..., Mobius's M-Plan, Financial Guidance’s..., EISI’s Naviplan, Leimberg & LeClair’s..., Forefield, Morningstar Advanced...
Education
University of Cincinnati College-Conservatory of Music 1993 — 1995
Music Performance, Trombone
Southern State Community College 1993 — 1993
Various Core Coursework Classes
Capriccio Software, Inc. May 2009 - Present
First Tennessee Bank March 2001 - April 2009
American Express Financial Advisors November 1999 - March 2001
United States Marine Corps November 1995 - November 1999
Skills
Active Security..., Security+ Certified, IBM Certified Designer..., IBM Cognos Business..., Oracle, MS Access, SQL Server, VMware, WinSCP, Windows, Linux, VNC, SQL+, PuTTY, Firepass, Microsoft Office, Microsoft Excel..., Microsoft Sharepoint, Program Management, Project Management, Leadership, Analysis, Financial Analysis, Registered Paraplanner..., American Express..., American Express..., Mobius's M-Plan, Financial Guidance’s..., EISI’s Naviplan, Leimberg & LeClair’s..., Forefield, Morningstar Advanced...
Education
University of Cincinnati College-Conservatory of Music 1993 — 1995
Music Performance, Trombone
Southern State Community College 1993 — 1993
Various Core Coursework Classes
Nick Armiger's American Express Financial Advisors Experience 2003 - 2004
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
Chad Harmer Chad Harmer's American Express Financial Advisors Experience March 1999 - October 1999
Job Business Process Officer at TD
Industry Banking
Experience
TD April 2012 - Present
TD Bank December 2008 - April 2012
William Harmer Realty October 1999 - December 2008
Eastern Environmental, Partner October 1999 - June 2003
American Express Financial Advisors March 1999 - October 1999
Skills
Lean Six Sigma Yellow..., Training, Leadership, Analysis, Real Estate, Management, Cross-functional Team..., Sales Management, Customer Service, Sales, Finance, Access, Banking, Microsoft Excel, Project Management, Business Process, Relationship Management, Retail Banking, Credit
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology
Rutgers University
BA, Psychology
TD April 2012 - Present
TD Bank December 2008 - April 2012
William Harmer Realty October 1999 - December 2008
Eastern Environmental, Partner October 1999 - June 2003
American Express Financial Advisors March 1999 - October 1999
Skills
Lean Six Sigma Yellow..., Training, Leadership, Analysis, Real Estate, Management, Cross-functional Team..., Sales Management, Customer Service, Sales, Finance, Access, Banking, Microsoft Excel, Project Management, Business Process, Relationship Management, Retail Banking, Credit
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology
Rutgers University
BA, Psychology
Tina Kowalski Tina Kowalski's American Express Financial Advisors Experience May 2000 - December 2000
Job Billing Manager at AEG Fuels
Industry Oil & Energy
Experience
AEG Fuels January 2013 - Present
Mariah Fuels July 2001 - December 2012
American Express Financial Advisors May 2000 - December 2000
Skills
Credit Risk, Credit Analysis, Credit Management, Accounts Receivable, Financial Analysis, Dispute Resolution, Account Management, Customer Analysis, Treasury Management, Customer Support, Account Reconciliation, Data Analysis, Forecasting, Aviation
Education
Sam Houston State University 1998 — 1999
Bachelor of Business Administration (BBA), Business Administration
AEG Fuels January 2013 - Present
Mariah Fuels July 2001 - December 2012
American Express Financial Advisors May 2000 - December 2000
Skills
Credit Risk, Credit Analysis, Credit Management, Accounts Receivable, Financial Analysis, Dispute Resolution, Account Management, Customer Analysis, Treasury Management, Customer Support, Account Reconciliation, Data Analysis, Forecasting, Aviation
Education
Sam Houston State University 1998 — 1999
Bachelor of Business Administration (BBA), Business Administration
Heidi Shawd's American Express Financial Advisors Experience June 1990 - July 2005
Job Senior Business Systems Analyst/Help Desk Manager at Terrapin Technologies
Industry Information Technology and Services
Experience
Terrapin Technologies, Inc. January 2006 - Present
lia sophia March 2010 - August 2012
American Express Financial Advisors June 1990 - July 2005
International Dairy Queen 1987 - 1990
International Dairy Queen 1987 - 1990
Skills
Vendor Management, Business Analysis, Process Improvement, Project Management, Visio, Analysis, Quality Assurance, Business Process..., Business Requirements, Six Sigma, Project Planning, Data Analysis, Change Management, PMO, Requirements Gathering, Program Management, Software Documentation, SQL, Disaster Recovery, User Acceptance Testing, Management, SDLC, Requirements Analysis
Education
Alexandria Technical College 1985 — 1987
Certificate, Clerical/Word Processing and IISS
South Dakota State University 1984 — 1985
General courses, general courses
Terrapin Technologies, Inc. January 2006 - Present
lia sophia March 2010 - August 2012
American Express Financial Advisors June 1990 - July 2005
International Dairy Queen 1987 - 1990
International Dairy Queen 1987 - 1990
Skills
Vendor Management, Business Analysis, Process Improvement, Project Management, Visio, Analysis, Quality Assurance, Business Process..., Business Requirements, Six Sigma, Project Planning, Data Analysis, Change Management, PMO, Requirements Gathering, Program Management, Software Documentation, SQL, Disaster Recovery, User Acceptance Testing, Management, SDLC, Requirements Analysis
Education
Alexandria Technical College 1985 — 1987
Certificate, Clerical/Word Processing and IISS
South Dakota State University 1984 — 1985
General courses, general courses
Adriano Tori Adriano Tori's American Express Financial Advisors Experience November 2003 - November 2004
Job Real Estate Consultant/Marketer at North Pacific Properties
Industry Real Estate
Experience
North Pacific Properties July 2014 - Present
RE/MAX Metro Eastside January 2012 - July 2014
Homenet Real Estate Inc. July 2005 - July 2013
American Express Financial Advisors November 2003 - November 2004
Skills
First Time Home Buyers, Short Sales, Real Estate, Single Family Homes, Foreclosures, Residential, First Time Buyers, Buyer Representation, New Home Sales, Sellers, Listings, Condos, Relocation, Investment Properties, Home, Buying, Relocations, Luxury, REO, Investors, Real Estate Transactions, Residential Homes, HUD, 1031 Exchanges
Education
University of Utah
Real Estate
Salt Lake Community College
North Pacific Properties July 2014 - Present
RE/MAX Metro Eastside January 2012 - July 2014
Homenet Real Estate Inc. July 2005 - July 2013
American Express Financial Advisors November 2003 - November 2004
Skills
First Time Home Buyers, Short Sales, Real Estate, Single Family Homes, Foreclosures, Residential, First Time Buyers, Buyer Representation, New Home Sales, Sellers, Listings, Condos, Relocation, Investment Properties, Home, Buying, Relocations, Luxury, REO, Investors, Real Estate Transactions, Residential Homes, HUD, 1031 Exchanges
Education
University of Utah
Real Estate
Salt Lake Community College
Kim Collins Gorab Kim Collins Gorab's American Express Financial Advisors Experience June 2001 - September 2003
Job Director, Global Business Development at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2006 - Present
AllianceBernstein January 2005 - June 2006
AllianceBernstein October 2003 - December 2004
American Express Financial Advisors June 2001 - September 2003
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (BA), Economics and Psychology
AllianceBernstein June 2006 - Present
AllianceBernstein January 2005 - June 2006
AllianceBernstein October 2003 - December 2004
American Express Financial Advisors June 2001 - September 2003
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (BA), Economics and Psychology
Brad Tarnutzer, ASA's American Express Financial Advisors Experience September 1997 - October 1999
Job Senior Appraiser at Emerald Technology Valuations, a Division of Gordon Brothers Group
Industry Financial Services
Experience
Emerald Technology Valuations, a Division of Gordon Brothers Group January 2013 - Present
Emerald Technology Valuations, LLC January 2000 - Present
American Express Financial Advisors September 1997 - October 1999
Skills
Inventory Valuation, Machinery and Equipment..., Client Relations Skills
Education
Sonoma State University
BS Finance
Emerald Technology Valuations, a Division of Gordon Brothers Group January 2013 - Present
Emerald Technology Valuations, LLC January 2000 - Present
American Express Financial Advisors September 1997 - October 1999
Skills
Inventory Valuation, Machinery and Equipment..., Client Relations Skills
Education
Sonoma State University
BS Finance
David Wismer David Wismer's American Express Financial Advisors Experience 1991 - 2003
Job Wismer Wealth Management Group, Inc.
Industry Financial Services
Experience
Wismer Wealth Management Group April 2003 - Present
American Express Financial Advisors 1991 - 2003
Blue Cross of California 1988 - 1991
Skills
Risk Management, Retirement Planning, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Asset Allocation, Process Improvement, Strategic Planning, Financial Advisory, Investments, Budgets, Wealth Management, Health Insurance, Series 63, Series 7, Leadership, Life Insurance, Securities, Financial Analysis, Asset Managment, Business Analysis, Alternative Investments, Investment Advisory, Retirement, Asset Management, Estate Planning, 401k, Financial Planning
Education
College of Financial Planning 2000 — 2003
CFP, Certified Financial Planner
San Diego State University-California State University 1983 — 1988
B.S., Finance
Wismer Wealth Management Group April 2003 - Present
American Express Financial Advisors 1991 - 2003
Blue Cross of California 1988 - 1991
Skills
Risk Management, Retirement Planning, Small Business, Financial Services, Strategic Financial..., Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Asset Allocation, Process Improvement, Strategic Planning, Financial Advisory, Investments, Budgets, Wealth Management, Health Insurance, Series 63, Series 7, Leadership, Life Insurance, Securities, Financial Analysis, Asset Managment, Business Analysis, Alternative Investments, Investment Advisory, Retirement, Asset Management, Estate Planning, 401k, Financial Planning
Education
College of Financial Planning 2000 — 2003
CFP, Certified Financial Planner
San Diego State University-California State University 1983 — 1988
B.S., Finance
Adam Phenow Adam Phenow's American Express Financial Advisors Experience July 2005 - March 2006
Job Business Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
UnitedHealth Group January 2012 - May 2013
St. Vincent de Paul Harvest Festival 2005 - 2013
Ameriprise Financial November 2007 - December 2011
Ameriprise Financial March 2006 - November 2007
American Express Financial Advisors July 2005 - March 2006
American Express Financial Advisors July 2002 - July 2005
American Express Financial Advisors August 2001 - July 2002
Maple Grove Parks and Recreation 1997 - 2001
Skills
Software Documentation, Business Process, Visio, Six Sigma, Insurance, Process Improvement, Team Building, Project Management, Call Center, Requirements Gathering, Vendor Management, Training, Relationship Management, Financial Services, Change Management, Software Development, Requirements Analysis, Integration, Series 7, Business Requirements, SDLC, Strategic Planning, Leadership, Business Process..., User Acceptance Testing, Analysis, Fixed Annuities, SharePoint, PMO, Customer Service, Business Analysis
Education
Saint John's University 1997 — 2001
B.A., Political Science, Communication
RBC Wealth Management June 2013 - Present
UnitedHealth Group January 2012 - May 2013
St. Vincent de Paul Harvest Festival 2005 - 2013
Ameriprise Financial November 2007 - December 2011
Ameriprise Financial March 2006 - November 2007
American Express Financial Advisors July 2005 - March 2006
American Express Financial Advisors July 2002 - July 2005
American Express Financial Advisors August 2001 - July 2002
Maple Grove Parks and Recreation 1997 - 2001
Skills
Software Documentation, Business Process, Visio, Six Sigma, Insurance, Process Improvement, Team Building, Project Management, Call Center, Requirements Gathering, Vendor Management, Training, Relationship Management, Financial Services, Change Management, Software Development, Requirements Analysis, Integration, Series 7, Business Requirements, SDLC, Strategic Planning, Leadership, Business Process..., User Acceptance Testing, Analysis, Fixed Annuities, SharePoint, PMO, Customer Service, Business Analysis
Education
Saint John's University 1997 — 2001
B.A., Political Science, Communication
Jeffrey Simon, CFP® Jeffrey Simon, CFP®'s American Express Financial Advisors Experience August 1994 - January 1998
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
RBC Wealth Management July 2006 - October 2012
Smith Barney May 2001 - July 2006
Alper Services LLC January 1998 - May 2001
American Express Financial Advisors August 1994 - January 1998
Baxter Healthcare August 1989 - August 1994
General Electric June 1988 - December 1988
Porsche September 1987 - April 1988
Ernst & Young September 1984 - September 1986
Education
University of Illinois at Chicago 1986 — 1989
MBA, Finance, International Business
Southern Methodist University 1980 — 1984
BBA, Accounting
Richmond, The American International University in London 1983 — 1983
Wells Fargo Advisors, LLC October 2012 - Present
RBC Wealth Management July 2006 - October 2012
Smith Barney May 2001 - July 2006
Alper Services LLC January 1998 - May 2001
American Express Financial Advisors August 1994 - January 1998
Baxter Healthcare August 1989 - August 1994
General Electric June 1988 - December 1988
Porsche September 1987 - April 1988
Ernst & Young September 1984 - September 1986
Education
University of Illinois at Chicago 1986 — 1989
MBA, Finance, International Business
Southern Methodist University 1980 — 1984
BBA, Accounting
Richmond, The American International University in London 1983 — 1983
Glenn Crawford, CFP, AIF's American Express Financial Advisors Experience 1990 - 1993
Job Wealth Manager
Industry Financial Services
Experience
Citi Personal Wealth Management February 2001 - Present
Citi 2001 - Present
4My401k.com September 2000 - February 2001
AIG Royal Alliance August 1993 - September 2000
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Financial Planners, Financial Goals, Series 7, Financial Advisory, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Series 63, Banking, Mutual Funds, 401k, Asset Managment, Wealth, Asset Management, Securities, Wealth Management..., Retirement, Financial Services, Loans, Estate Planning, Equities, High Net Worth..., Certified Financial..., Fixed Annuities, Life Insurance, FINRA, Finance, Investment Management, Investment Strategies
Education
San Diego State University-California State University 1983 — 1987
bs, Management
Palm Springs High School 1979 — 1981
Citi Personal Wealth Management February 2001 - Present
Citi 2001 - Present
4My401k.com September 2000 - February 2001
AIG Royal Alliance August 1993 - September 2000
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Financial Planners, Financial Goals, Series 7, Financial Advisory, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Series 63, Banking, Mutual Funds, 401k, Asset Managment, Wealth, Asset Management, Securities, Wealth Management..., Retirement, Financial Services, Loans, Estate Planning, Equities, High Net Worth..., Certified Financial..., Fixed Annuities, Life Insurance, FINRA, Finance, Investment Management, Investment Strategies
Education
San Diego State University-California State University 1983 — 1987
bs, Management
Palm Springs High School 1979 — 1981
Lesley Mabrey Lesley Mabrey's American Express Financial Advisors Experience June 2002 - February 2003
Job Proposal Writer at Aclara
Industry Marketing and Advertising
Experience
Aclara March 2015 - Present
Express Scripts April 2013 - March 2015
LBL Marketing January 2010 - April 2013
Woolpert July 2008 - January 2010
Engineering Design Source, Inc. January 2008 - July 2008
ABNA Engineering, Inc. February 2003 - January 2008
American Express Financial Advisors June 2002 - February 2003
Life by Les Productions October 1993 - June 2002
IPO Internet Companies January 2000 - June 2001
Home Savings of America April 1995 - August 1996
Skills
Copywriting, Advertising, Proposal Writing, Public Relations, Marketing, Social Media, Market Research, Marketing Communications, Editing, Training, Writing, Business Development, Lead Generation, Creative Direction, Public Speaking, Marketing Strategy, Strategic Planning, Recruiting, Photoshop, Social Media Marketing, Online Marketing, Email Marketing, Sales, Project Planning, Customer Service, Microsoft Office, Direct Marketing, Microsoft Excel, Microsoft Word, Business Planning, PowerPoint, Pagemaker, Microsoft Works, Lotus 123, Outlook, Adobe Acrobat, Access, Lotus Notes, Brochures, Computers, Hardware & Software..., Word, Excel, WordPerfect, Harvard Graphics, Basic, Fortran 77, Customer Relations, Promotions, Problem Solving
Education
Southern Illinois University, Edwardsville 1989 — 1991
MBA, Finance/Marketing
University of Maryland College Park 1980 — 1986
BS, Broadcasting Journalism/English
McCluer North 1978 — 1980
High School, College Prep
Aclara March 2015 - Present
Express Scripts April 2013 - March 2015
LBL Marketing January 2010 - April 2013
Woolpert July 2008 - January 2010
Engineering Design Source, Inc. January 2008 - July 2008
ABNA Engineering, Inc. February 2003 - January 2008
American Express Financial Advisors June 2002 - February 2003
Life by Les Productions October 1993 - June 2002
IPO Internet Companies January 2000 - June 2001
Home Savings of America April 1995 - August 1996
Skills
Copywriting, Advertising, Proposal Writing, Public Relations, Marketing, Social Media, Market Research, Marketing Communications, Editing, Training, Writing, Business Development, Lead Generation, Creative Direction, Public Speaking, Marketing Strategy, Strategic Planning, Recruiting, Photoshop, Social Media Marketing, Online Marketing, Email Marketing, Sales, Project Planning, Customer Service, Microsoft Office, Direct Marketing, Microsoft Excel, Microsoft Word, Business Planning, PowerPoint, Pagemaker, Microsoft Works, Lotus 123, Outlook, Adobe Acrobat, Access, Lotus Notes, Brochures, Computers, Hardware & Software..., Word, Excel, WordPerfect, Harvard Graphics, Basic, Fortran 77, Customer Relations, Promotions, Problem Solving
Education
Southern Illinois University, Edwardsville 1989 — 1991
MBA, Finance/Marketing
University of Maryland College Park 1980 — 1986
BS, Broadcasting Journalism/English
McCluer North 1978 — 1980
High School, College Prep
Julian Acosta Julian Acosta's American Express Financial Advisors Experience 1996 - 2001
Job President at TruVestor, Inc
Industry Investment Management
Experience
TruVestor, Inc March 2010 - Present
WealthCorp101, LLC October 2009 - Present
Kaplan Virtual Education February 2008 - January 2009
J. Acosta Consulting January 2005 - January 2008
The Entrust Group January 2006 - May 2007
Office Depot 2002 - 2004
American Express Financial Advisors 1996 - 2001
Hiram Walker & Sons Ltd 1990 - 1995
Skills
Real Estate, Real Estate Investment, Asset Based Lending, Investments, Investors, Self-directed IRA..., IRAs, Cross-functional Team..., Investment Properties, Marketing, Strategy, Business Development, Leadership, Management, Integrated Marketing, Negotiation, Management Consulting, Sales, Small Business, Property Management, Team Building
Education
Landmark Education 2003 — 2010
Leadership & Personal Development
Rhode Island School of Design
BA, Illustration, Design
University of Houston
BA, Communications
TruVestor, Inc March 2010 - Present
WealthCorp101, LLC October 2009 - Present
Kaplan Virtual Education February 2008 - January 2009
J. Acosta Consulting January 2005 - January 2008
The Entrust Group January 2006 - May 2007
Office Depot 2002 - 2004
American Express Financial Advisors 1996 - 2001
Hiram Walker & Sons Ltd 1990 - 1995
Skills
Real Estate, Real Estate Investment, Asset Based Lending, Investments, Investors, Self-directed IRA..., IRAs, Cross-functional Team..., Investment Properties, Marketing, Strategy, Business Development, Leadership, Management, Integrated Marketing, Negotiation, Management Consulting, Sales, Small Business, Property Management, Team Building
Education
Landmark Education 2003 — 2010
Leadership & Personal Development
Rhode Island School of Design
BA, Illustration, Design
University of Houston
BA, Communications
Brian R. Bixby, CIC, CRM, AAI, AIM, ACSR, AINS's American Express Financial Advisors Experience 2000 - 2001
Job Assistant Vice President at Independent Insurance Agents and Brokers of NewYork
Industry Insurance
Experience
Independent Insurance Agents and Brokers of NewYork August 2012 - Present
Independent Insurance Agents & Brokers of New York, Inc. July 2010 - September 2012
Independent Insurance Agents and Brokers of New York, Inc. September 2001 - July 2010
American Express Financial Advisors 2000 - 2001
Skills
Professional Liability, Insurance, Risk Management, Umbrella, Brokers, Claims, Risk, Property & Casualty..., Claim, Umbrella Insurance, Workers Compensation, Legal Liability, Commercial Insurance, Marketing, Underwriting, General Insurance, New Business Development, Financial Risk, Excess, Casualty, Liability, Inland Marine, Commercial Lines, D&O, Insurance Brokerage, Liability Analysis, Employment Practices..., Health Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Homeowners, Accident, Fixed Annuities, Claims Management, Life Insurance, Health Savings Accounts, Reinsurance, Whole Life, Licensed Property &..., Surety Bonds, Long Term Care Insurance, Small Business, Licensed Life & Health..., Universal Life, Agents, Casualty Insurance
Education
Siena College 1998 — 2000
BS, Marketing & Management
SUNY Canton 1996 — 1998
AS, Liberal Arts
Sandy Creek 1983 — 1996
Independent Insurance Agents and Brokers of NewYork August 2012 - Present
Independent Insurance Agents & Brokers of New York, Inc. July 2010 - September 2012
Independent Insurance Agents and Brokers of New York, Inc. September 2001 - July 2010
American Express Financial Advisors 2000 - 2001
Skills
Professional Liability, Insurance, Risk Management, Umbrella, Brokers, Claims, Risk, Property & Casualty..., Claim, Umbrella Insurance, Workers Compensation, Legal Liability, Commercial Insurance, Marketing, Underwriting, General Insurance, New Business Development, Financial Risk, Excess, Casualty, Liability, Inland Marine, Commercial Lines, D&O, Insurance Brokerage, Liability Analysis, Employment Practices..., Health Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Homeowners, Accident, Fixed Annuities, Claims Management, Life Insurance, Health Savings Accounts, Reinsurance, Whole Life, Licensed Property &..., Surety Bonds, Long Term Care Insurance, Small Business, Licensed Life & Health..., Universal Life, Agents, Casualty Insurance
Education
Siena College 1998 — 2000
BS, Marketing & Management
SUNY Canton 1996 — 1998
AS, Liberal Arts
Sandy Creek 1983 — 1996
Veska Kita Veska Kita's American Express Financial Advisors Experience 2001 - 2004
Job American Capital Investment Group, President
Industry Financial Services
Experience
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
Scott Lavold Scott Lavold's American Express Financial Advisors Experience 1972 - 2002
Job Retired and Grandpa
Industry Financial Services
Experience
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Ameriprise Financial January 2002 - April 2002
American Express Financial Advisors 1972 - 2002
IDS Financial Services 1972 - 2002
Skills
Series 7, Process Improvement, Marketing Strategy, IT Strategy, Retirement Planning, Vendor Management, Strategic Financial..., Business Analysis, Program Management, Risk Management, Financial Services, SDLC, Portfolio Management, Mergers & Acquisitions, Strategy, Cross-functional Team..., Insurance, Business Process...
Education
University of Iowa 1966 — 1968
MBA, business administration
Ripon College 1962 — 1966
BA, math
Lisa Waterman Lisa Waterman's American Express Financial Advisors Experience December 2000 - November 2004
Job Entrepreneur and Business Consultant
Industry Insurance
Experience
LegalShield, Independent Associate - Lisa Waterman October 2012 - Present
Aflac 2012 - Present
Waterman-Insurance December 2000 - Present
Entrepreneur 1973 - Present
LegalShield, Independent Associate 2012 - 2015
LegalShield, Independent Associate 2012 - 2015
KBR, Inc. February 2005 - December 2011
American Express Financial Advisors December 2000 - November 2004
Waterman Kennels July 1990 - December 2001
Skills
Budgets, Strategic Planning, Customer Service, Contract Management, PowerPoint, Contract Negotiation, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Project Planning, Research, New Business Development, Purchasing, Business Planning, Construction, Health Insurance, Process Improvement, English, Event Management, Risk Management, Process Scheduler, Leadership, Supervisory Skills, Inventory Management, Logistics, Negotiation, Operations Management, Analysis, Networking, Software Documentation, Government, Small Business, Sales, Insurance, Entrepreneurship, Team Building, Employee Benefits, Management, Training, Marketing
Education
Nathan Hale High School
Rogers State University
LegalShield, Independent Associate - Lisa Waterman October 2012 - Present
Aflac 2012 - Present
Waterman-Insurance December 2000 - Present
Entrepreneur 1973 - Present
LegalShield, Independent Associate 2012 - 2015
LegalShield, Independent Associate 2012 - 2015
KBR, Inc. February 2005 - December 2011
American Express Financial Advisors December 2000 - November 2004
Waterman Kennels July 1990 - December 2001
Skills
Budgets, Strategic Planning, Customer Service, Contract Management, PowerPoint, Contract Negotiation, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Project Planning, Research, New Business Development, Purchasing, Business Planning, Construction, Health Insurance, Process Improvement, English, Event Management, Risk Management, Process Scheduler, Leadership, Supervisory Skills, Inventory Management, Logistics, Negotiation, Operations Management, Analysis, Networking, Software Documentation, Government, Small Business, Sales, Insurance, Entrepreneurship, Team Building, Employee Benefits, Management, Training, Marketing
Education
Nathan Hale High School
Rogers State University
Marcus McIntosh's American Express Financial Advisors Experience January 1997 - January 2001
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
Troy Holtzinger, CIMA®, CFS® Troy Holtzinger, CIMA®, CFS®'s American Express Financial Advisors Experience January 2002 - September 2002
Job Product Marketing and Relationship Mangement Leader
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Union Bank November 2009 - November 2010
Wells Fargo Advantage Funds October 2004 - October 2009
Atlas Funds, Inc. September 2002 - September 2004
American Express Financial Advisors January 2002 - September 2002
Hendrick Automotive Group August 1998 - December 2001
Stargate P.C. August 1996 - September 1998
Skills
CRM, Strategy, Product Marketing, Financial Services, Management, Budgets, Portfolio Management, Analysis, Business Strategy, Marketing
Education
University of San Francisco
Bachelor of Science (B.S.), Applied Economics
University of Pennsylvania, Wharton Executive Education
Sonoma State University
Wells Fargo November 2010 - Present
Union Bank November 2009 - November 2010
Wells Fargo Advantage Funds October 2004 - October 2009
Atlas Funds, Inc. September 2002 - September 2004
American Express Financial Advisors January 2002 - September 2002
Hendrick Automotive Group August 1998 - December 2001
Stargate P.C. August 1996 - September 1998
Skills
CRM, Strategy, Product Marketing, Financial Services, Management, Budgets, Portfolio Management, Analysis, Business Strategy, Marketing
Education
University of San Francisco
Bachelor of Science (B.S.), Applied Economics
University of Pennsylvania, Wharton Executive Education
Sonoma State University
Jean Barberio Jean Barberio's American Express Financial Advisors Experience April 2004 - January 2005
Job Key Account Administrator & Internal Wholesaler for the Northwest at Hanlon Investment Management
Industry Financial Services
Experience
Hanlon Investment Management September 2009 - Present
Woodbury Financial Services February 2005 - September 2009
American Express Financial Advisors April 2004 - January 2005
Skills
Mutual Funds, Annuities, Microsoft Office, Lotus Notes, Financial Planning, Strategic Financial..., Retirement Planning, Fixed Annuities, Asset Allocation, Asset Management, Financial Advisory, Finance, Financial Services, Equities, Investment Management, Series 7, Trading
Education
Rowan University 1990 — 1995
BA, Mathematics
Hanlon Investment Management September 2009 - Present
Woodbury Financial Services February 2005 - September 2009
American Express Financial Advisors April 2004 - January 2005
Skills
Mutual Funds, Annuities, Microsoft Office, Lotus Notes, Financial Planning, Strategic Financial..., Retirement Planning, Fixed Annuities, Asset Allocation, Asset Management, Financial Advisory, Finance, Financial Services, Equities, Investment Management, Series 7, Trading
Education
Rowan University 1990 — 1995
BA, Mathematics
Eric Williams, CFP® Eric Williams, CFP®'s American Express Financial Advisors Experience June 2004 - January 2005
Job Vice President at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. December 2007 - August 2012
The Ayco Company, L.P. August 2005 - December 2007
American Express Financial Advisors June 2004 - January 2005
Skills
Personal Financial..., Investment Management, Retirement Planning, Investments, Investment Strategies, Life Insurance, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Certified Financial..., Strategic Financial..., Series 7, Financial Advisory, Financial Planning, Risk Management, Wealth Management
Education
Siena College 2000 — 2005
Bachelor of Science (B.S.), Finance, General
The Ayco Company, L.P. July 2012 - Present
The Ayco Company, L.P. December 2007 - August 2012
The Ayco Company, L.P. August 2005 - December 2007
American Express Financial Advisors June 2004 - January 2005
Skills
Personal Financial..., Investment Management, Retirement Planning, Investments, Investment Strategies, Life Insurance, Mutual Funds, Asset Allocation, Estate Planning, Portfolio Management, Certified Financial..., Strategic Financial..., Series 7, Financial Advisory, Financial Planning, Risk Management, Wealth Management
Education
Siena College 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Jeffrey N. Vanover, AWMA®, APMA®, AAMS® Jeffrey N. Vanover, AWMA®, APMA®, AAMS®'s American Express Financial Advisors Experience August 2004 - October 2005
Job Wealth Advisory | Asset Management
Industry Financial Services
Experience
Kurka, Vanover & Associates a Financial Advisory Practice at Ameriprise Financial Service October 2009 - Present
Ameriprise Financial Services, Inc. October 2009 - January 2012
Ameriprise Financial Services, Inc. March 2009 - October 2009
Ameriprise Financial Services, Inc. October 2006 - March 2009
Ameriprise Financial Services, Inc. October 2005 - October 2006
American Express Financial Advisors August 2004 - October 2005
Temple-Inland 2000 - 2003
Education
Rice University 1999 — 2004
BA, Economics, Human Performance
Kurka, Vanover & Associates a Financial Advisory Practice at Ameriprise Financial Service October 2009 - Present
Ameriprise Financial Services, Inc. October 2009 - January 2012
Ameriprise Financial Services, Inc. March 2009 - October 2009
Ameriprise Financial Services, Inc. October 2006 - March 2009
Ameriprise Financial Services, Inc. October 2005 - October 2006
American Express Financial Advisors August 2004 - October 2005
Temple-Inland 2000 - 2003
Education
Rice University 1999 — 2004
BA, Economics, Human Performance
Noel Villajuan, CFP® Noel Villajuan, CFP®'s American Express Financial Advisors Experience 1994 - 1995
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Benjamin M. Treadwell Benjamin M. Treadwell's American Express Financial Advisors Experience June 2001 - October 2001
Job Management at LPL Financial
Industry Financial Services
Experience
LPL Financial, LLC July 2012 - Present
LPL Financial, LLC June 2011 - July 2012
LPL Financial, LLC August 2007 - June 2011
Accelerated Assets September 2006 - June 2007
Caris and Company January 2004 - August 2006
CUSO Financial Services September 2002 - September 2003
American Express Financial Advisors June 2001 - October 2001
Skills
FINRA, SOX, Internal Audit, Equity Trading, Compliance, Audit, Internal Controls, Risk Management, Operations, Financial Control, Risk Assessment, Financial Services, Finance, Investments, Securities
Education
San Diego State University-California State University 1995 — 2000
BA
UCSD Extension
LPL Financial, LLC July 2012 - Present
LPL Financial, LLC June 2011 - July 2012
LPL Financial, LLC August 2007 - June 2011
Accelerated Assets September 2006 - June 2007
Caris and Company January 2004 - August 2006
CUSO Financial Services September 2002 - September 2003
American Express Financial Advisors June 2001 - October 2001
Skills
FINRA, SOX, Internal Audit, Equity Trading, Compliance, Audit, Internal Controls, Risk Management, Operations, Financial Control, Risk Assessment, Financial Services, Finance, Investments, Securities
Education
San Diego State University-California State University 1995 — 2000
BA
UCSD Extension
Evan Lips's American Express Financial Advisors Experience September 2000 - December 2000
Job Vice President at Robert Half International (281) 2046202
Industry Staffing and Recruiting
Experience
Robert Half International August 2005 - Present
Enterprise Rent-A-Car June 2001 - August 2005
American Express Financial Advisors September 2000 - December 2000
Skills
Temporary Staffing, Accounting, Hiring, Benefits Administration, Internet Recruiting, Sales Recruitment, Personnel Recruiting, Job Fairs, Personnel Selection, Recruiting, Training, Sales, Finance, Applicant Tracking..., College Recruiting, Human Resources, Staffing Services, Onboarding, Payroll, Screening Resumes, Technical Recruiting, Talent Acquisition, Interviews, Workforce Planning, Benefits Negotiation, Sourcing, Temporary Placement, Employee Relations, Contract Recruitment, Permanent Placement, Staff Augmentation, Executive Search, Employee Benefits, Candidate Generation, Access, Employer Branding, Resume Writing, Recruitment Advertising, Taleo, Cold Calling, PeopleSoft
Education
Southeastern Louisiana University 1997 — 2000
Bachelor's, Finance
Robert Half International August 2005 - Present
Enterprise Rent-A-Car June 2001 - August 2005
American Express Financial Advisors September 2000 - December 2000
Skills
Temporary Staffing, Accounting, Hiring, Benefits Administration, Internet Recruiting, Sales Recruitment, Personnel Recruiting, Job Fairs, Personnel Selection, Recruiting, Training, Sales, Finance, Applicant Tracking..., College Recruiting, Human Resources, Staffing Services, Onboarding, Payroll, Screening Resumes, Technical Recruiting, Talent Acquisition, Interviews, Workforce Planning, Benefits Negotiation, Sourcing, Temporary Placement, Employee Relations, Contract Recruitment, Permanent Placement, Staff Augmentation, Executive Search, Employee Benefits, Candidate Generation, Access, Employer Branding, Resume Writing, Recruitment Advertising, Taleo, Cold Calling, PeopleSoft
Education
Southeastern Louisiana University 1997 — 2000
Bachelor's, Finance
David Bohnenstingel, AHFI David Bohnenstingel, AHFI's American Express Financial Advisors Experience September 1991 - October 2002
Job Strategic Account Manager at Verisk Health
Industry Insurance
Experience
Verisk Health July 2011 - Present
TC3 Health December 2009 - February 2011
Blue Cross Blue Shield of Minnesota November 2002 - November 2009
American Express Financial Advisors September 1991 - October 2002
Skills
Claim, Strategic Planning, Data Analysis, Management, Training, Insurance, Health Insurance, Medicare, Healthcare, Medicaid, Analytics, Process Improvement
Education
Roosevelt University
Paralegal Certificate
University of Minnesota-Twin Cities
B.A., Political Science
Verisk Health July 2011 - Present
TC3 Health December 2009 - February 2011
Blue Cross Blue Shield of Minnesota November 2002 - November 2009
American Express Financial Advisors September 1991 - October 2002
Skills
Claim, Strategic Planning, Data Analysis, Management, Training, Insurance, Health Insurance, Medicare, Healthcare, Medicaid, Analytics, Process Improvement
Education
Roosevelt University
Paralegal Certificate
University of Minnesota-Twin Cities
B.A., Political Science
Greg Thurin, CRPC, RFC's American Express Financial Advisors Experience January 1999 - June 2003
Job Private Wealth Advisor, Thurin, Thurin and Associates at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial October 1990 - Present
American Express Financial Advisors January 1999 - June 2003
American Express December 1991 - December 1998
Education
Saint John's University 1987 — 1989
Psychology, Psychology
Holy Cross 1985 — 1987
General
Ameriprise Financial October 1990 - Present
American Express Financial Advisors January 1999 - June 2003
American Express December 1991 - December 1998
Education
Saint John's University 1987 — 1989
Psychology, Psychology
Holy Cross 1985 — 1987
General
Steven Puccio Steven Puccio's American Express Financial Advisors Experience January 2004 - January 2006
Job Director of Sales & Logistics
Industry Consumer Goods
Experience
DB Distributions October 2007 - Present
DB Distribution LLC. October 2007 - Present
American Express Financial Advisors January 2004 - January 2006
Skills
Entrepreneur, Cold Calling, Customer Service, New Business Development, Account Management, Small Business, Time Management, Entrepreneurship, Public Speaking, Advertising, Management, Marketing Strategy, Marketing, Microsoft Office, Marketing Communications, Leadership, Social Media Marketing, Software Documentation
Education
Rider University 2000 — 2004
Bachelor, Business Administration; Finance
DB Distributions October 2007 - Present
DB Distribution LLC. October 2007 - Present
American Express Financial Advisors January 2004 - January 2006
Skills
Entrepreneur, Cold Calling, Customer Service, New Business Development, Account Management, Small Business, Time Management, Entrepreneurship, Public Speaking, Advertising, Management, Marketing Strategy, Marketing, Microsoft Office, Marketing Communications, Leadership, Social Media Marketing, Software Documentation
Education
Rider University 2000 — 2004
Bachelor, Business Administration; Finance
Michael Strohl, CFP(r), ChFC's American Express Financial Advisors Experience July 1997 - August 1998
Job Financial Planner
Industry Financial Services
Experience
Sagemark Consulting/Lincoln Financial Advisors November 1998 - Present
American Express Financial Advisors July 1997 - August 1998
Education
San Francisco State University 2000 — 2004
MBA, Finance
Wake Forest University 1993 — 1997
BS, Mathematical Economics
Sagemark Consulting/Lincoln Financial Advisors November 1998 - Present
American Express Financial Advisors July 1997 - August 1998
Education
San Francisco State University 2000 — 2004
MBA, Finance
Wake Forest University 1993 — 1997
BS, Mathematical Economics
Kathann Koehler, CFRE Kathann Koehler, CFRE's American Express Financial Advisors Experience January 1996 - January 1999
Job Planned Giving Manager at Xavier University
Industry Fund-Raising
Experience
Xavier University May 1999 - Present
Xavier University Women of Excellence 2006 - Present
CASE - Lilly Family School of Philanthropy at Indiana University November 2013 - November 2013
Jesuit Advancement Association July 2013 - July 2013
American Express Financial Advisors January 1996 - January 1999
Wealth Planning January 1993 - January 1996
Skills
Fundraising, Marketing, Event Planning, Customer Service, Research, Public Speaking, Strategic Financial..., Microsoft Office, Financial Planning, Writing, French, Classical and sacred..., Higher Education, Nonprofits, Proposal Writing, Volunteer Management, Event Management, Leadership
Education
St. Mary-of-the-Woods College 1967 — 1971
B.A., French language and literature, music performance
Université de Fribourg/Universität Freiburg 1969 — 1970
French and German
Indiana University Lilly Family School of Philanthropy 2007 — 2009
Fundraising Management
College for Financial Planning 1995 — 1995
Certification Program, Financial Paraplanning
Indiana University 1976 — 1977
Graduate School of Business
Xavier University
Xavier University May 1999 - Present
Xavier University Women of Excellence 2006 - Present
CASE - Lilly Family School of Philanthropy at Indiana University November 2013 - November 2013
Jesuit Advancement Association July 2013 - July 2013
American Express Financial Advisors January 1996 - January 1999
Wealth Planning January 1993 - January 1996
Skills
Fundraising, Marketing, Event Planning, Customer Service, Research, Public Speaking, Strategic Financial..., Microsoft Office, Financial Planning, Writing, French, Classical and sacred..., Higher Education, Nonprofits, Proposal Writing, Volunteer Management, Event Management, Leadership
Education
St. Mary-of-the-Woods College 1967 — 1971
B.A., French language and literature, music performance
Université de Fribourg/Universität Freiburg 1969 — 1970
French and German
Indiana University Lilly Family School of Philanthropy 2007 — 2009
Fundraising Management
College for Financial Planning 1995 — 1995
Certification Program, Financial Paraplanning
Indiana University 1976 — 1977
Graduate School of Business
Xavier University
Brendan Briggs Brendan Briggs's American Express Financial Advisors Experience May 2000 - November 2005
Job Investment Consultant
Industry Financial Services
Experience
Scottrade November 2014 - Present
Royal Caribbean Cruises, Ltd. August 2012 - November 2014
New York Life Insurance Company August 2011 - May 2012
University of Oregon September 2007 - August 2011
Bankers Life and Casualty June 2006 - May 2007
American Express Financial Advisors May 2000 - November 2005
Catholic Community Services of Lane County September 1999 - May 2000
Bonner and Associates January 1999 - July 1999
Skills
Policy, Investments, Economic Development, Fixed Annuities, Project Planning, Insurance, Public Speaking, Research, Finance, Financial Services, Long-term Care, Seminar Marketing, Writing, History, Analysis, Customer Service, Microsoft Office, Sales, Leadership, Life Insurance, Social Media, Financial Planning, Team Building, Social Networking
Education
School of Oriental and African Studies, U. of London 2003 — 2005
Public Policy and Management
University of Oregon 1989 — 2003
B.A., History, Political Science
Willamette University College of Law 1994 — 1995
Law
Scottrade November 2014 - Present
Royal Caribbean Cruises, Ltd. August 2012 - November 2014
New York Life Insurance Company August 2011 - May 2012
University of Oregon September 2007 - August 2011
Bankers Life and Casualty June 2006 - May 2007
American Express Financial Advisors May 2000 - November 2005
Catholic Community Services of Lane County September 1999 - May 2000
Bonner and Associates January 1999 - July 1999
Skills
Policy, Investments, Economic Development, Fixed Annuities, Project Planning, Insurance, Public Speaking, Research, Finance, Financial Services, Long-term Care, Seminar Marketing, Writing, History, Analysis, Customer Service, Microsoft Office, Sales, Leadership, Life Insurance, Social Media, Financial Planning, Team Building, Social Networking
Education
School of Oriental and African Studies, U. of London 2003 — 2005
Public Policy and Management
University of Oregon 1989 — 2003
B.A., History, Political Science
Willamette University College of Law 1994 — 1995
Law
Simmer Bains, CLTC Simmer Bains, CLTC's American Express Financial Advisors Experience June 1998 - April 2007
Job Associate Financial Advisor at Mangat & Associates
Industry Financial Services
Experience
Mangat & Associates April 2008 - Present
Rutgers University November 2010 - January 2011
American Express financial advisors June 1998 - April 2007
Skills
Team Oriented, Fast Learner, Detail Orientation, Series 7, Insurance, Outlook, Public Speaking, Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Word, Coaching, Strategic Financial..., Employee Benefits, Business Strategy, Employee Relations, Spanish, Leadership Development, Process Improvement, Customer Service, Analysis, Budget
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2011
Bachelors, Economics and Minor in Human Resource Management
Mangat & Associates April 2008 - Present
Rutgers University November 2010 - January 2011
American Express financial advisors June 1998 - April 2007
Skills
Team Oriented, Fast Learner, Detail Orientation, Series 7, Insurance, Outlook, Public Speaking, Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Word, Coaching, Strategic Financial..., Employee Benefits, Business Strategy, Employee Relations, Spanish, Leadership Development, Process Improvement, Customer Service, Analysis, Budget
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2011
Bachelors, Economics and Minor in Human Resource Management
Stephen C. Locker,CFP & Chief Executive Officer Stephen C. Locker,CFP & Chief Executive Officer's American Express Financial Advisors Experience March 1993 - July 1996
Job Chief Executive Officer of Beacon Financial Group
Industry Financial Services
Experience
Beacon Financial Group July 1996 - Present
Beacon Financial Group July 1996 - Present
Beacon Financial Group May 1997 - Present
American Express Financial Advisors March 1993 - July 1996
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Certified Financial..., Investment Strategies, Operations Management, Registered Principal, Chief Operating Officer
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Accounting
Westfield High School 1984 — 1987
Beacon Financial Group July 1996 - Present
Beacon Financial Group July 1996 - Present
Beacon Financial Group May 1997 - Present
American Express Financial Advisors March 1993 - July 1996
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Certified Financial..., Investment Strategies, Operations Management, Registered Principal, Chief Operating Officer
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Accounting
Westfield High School 1984 — 1987
Brandy Whittington Brandy Whittington's American Express Financial Advisors Experience March 1996 - 2003
Job at
Industry Insurance
Experience
Whittington Insurance October 2013 - Present
National Agents Alliance Corporate 2012 - 2013
Physicians Mutual June 2009 - September 2011
American Express Financial Advisors March 1996 - 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Customer Service
Education
San Jose State University 1998 — 2002
Business Administration and Management, General, 2.8
Summerville High
Whittington Insurance October 2013 - Present
National Agents Alliance Corporate 2012 - 2013
Physicians Mutual June 2009 - September 2011
American Express Financial Advisors March 1996 - 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Customer Service
Education
San Jose State University 1998 — 2002
Business Administration and Management, General, 2.8
Summerville High
Andy Tenaglia Andy Tenaglia's American Express Financial Advisors Experience November 2002 - November 2003
Job Executive Neurology Sales Specialist
Industry Pharmaceuticals
Experience
Teva Neuroscience November 2006 - Present
Teva Neuroscience November 2012 - Present
Altana Pharma December 2003 - December 2006
American Express Financial Advisors November 2002 - November 2003
Academy of Electronic Media July 2001 - June 2002
Skills
Cross-functional Team..., Leadership, Project Planning, Pharmaceutical Industry, Account Management, Sales, Neurology, Managed Care, Sales Operations, Product Launch, Training, Strategic Planning, Pharmaceutical Sales, Sales Effectiveness, Sales Presentations, Healthcare, Gastroenterology
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Electronic Media, Arts, and Communication
Landmark Education 2013 — 2014
Central Catholic High School 1994 — 1998
Teva Neuroscience November 2006 - Present
Teva Neuroscience November 2012 - Present
Altana Pharma December 2003 - December 2006
American Express Financial Advisors November 2002 - November 2003
Academy of Electronic Media July 2001 - June 2002
Skills
Cross-functional Team..., Leadership, Project Planning, Pharmaceutical Industry, Account Management, Sales, Neurology, Managed Care, Sales Operations, Product Launch, Training, Strategic Planning, Pharmaceutical Sales, Sales Effectiveness, Sales Presentations, Healthcare, Gastroenterology
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Electronic Media, Arts, and Communication
Landmark Education 2013 — 2014
Central Catholic High School 1994 — 1998
Wendy Ekis Wendy Ekis's American Express Financial Advisors Experience December 2003 - February 2004
Job VP, Project Manager/Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Princeton Information August 2009 - April 2011
Equity Plan Solutions January 2009 - March 2009
Merrill Lynch June 2006 - January 2009
Merrill Lynch June 2005 - June 2006
Merrill Lynch March 2004 - June 2005
American Express Financial Advisors December 2003 - February 2004
Skills
Testing, Business Analysis, Management, Training, Six Sigma, Analysis, Business Requirements, SDLC, Call Centers, Vendor Management, Process Improvement, Project Management, Requirements Gathering, Quality Assurance, Software Documentation, Financial Services, Program Management, Requirements Analysis, Risk Management
Education
Rider University 2008 — 2010
MBA, Marketing
The College of New Jersey
Bachelor, Science; Marketing
IPAG College
Rider University
MBA, Marketing
Bank of America Merrill Lynch February 2011 - Present
Princeton Information August 2009 - April 2011
Equity Plan Solutions January 2009 - March 2009
Merrill Lynch June 2006 - January 2009
Merrill Lynch June 2005 - June 2006
Merrill Lynch March 2004 - June 2005
American Express Financial Advisors December 2003 - February 2004
Skills
Testing, Business Analysis, Management, Training, Six Sigma, Analysis, Business Requirements, SDLC, Call Centers, Vendor Management, Process Improvement, Project Management, Requirements Gathering, Quality Assurance, Software Documentation, Financial Services, Program Management, Requirements Analysis, Risk Management
Education
Rider University 2008 — 2010
MBA, Marketing
The College of New Jersey
Bachelor, Science; Marketing
IPAG College
Rider University
MBA, Marketing
Ismael Nibot, CIMA®, CRPC®'s American Express Financial Advisors Experience August 2002 - December 2004
Job Internal Sales at WBI
Industry Financial Services
Experience
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
Joseph Kinnison, CFA Joseph Kinnison, CFA's American Express Financial Advisors Experience January 1996 - March 2002
Job Director of Equity Research at JAG Capital Management
Industry Investment Management
Experience
JAG Capital Management April 2015 - Present
Argent Capital Management 2012 - April 2014
Kennedy Capital Management 2003 - 2012
American Express Financial Advisors January 1996 - March 2002
Boatmen's Trust Company June 1992 - May 1996
Skills
Equity Research, Portfolio Management, Asset Managment, Equities, Financial Modeling
Education
University of Wisconsin-Madison 1990 — 1991
Master of Science (MS), Finance, General
University of Wisconsin-Madison 1990 — 1991
Master of Science (M.S.), Finance, General
Rockhurst College 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SLUH
JAG Capital Management April 2015 - Present
Argent Capital Management 2012 - April 2014
Kennedy Capital Management 2003 - 2012
American Express Financial Advisors January 1996 - March 2002
Boatmen's Trust Company June 1992 - May 1996
Skills
Equity Research, Portfolio Management, Asset Managment, Equities, Financial Modeling
Education
University of Wisconsin-Madison 1990 — 1991
Master of Science (MS), Finance, General
University of Wisconsin-Madison 1990 — 1991
Master of Science (M.S.), Finance, General
Rockhurst College 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SLUH
Angela Berry Angela Berry's American Express Financial Advisors Experience 2002 - 2003
Job VP,Director, Operations, Client Services, Compliance
Industry Financial Services
Experience
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Lori Commerford Lori Commerford's American Express Financial Advisors Experience 1983 - 1988
Job DirectorConsultant Relations at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2013 - Present
Wells Fargo June 2007 - July 2013
Wells Fargo November 2005 - June 2007
Aon Hewitt August 2002 - July 2005
Wells Fargo May 1997 - August 2002
Pension Solutions/MSI 1995 - 1997
Pension Solutions/MSI 1995 - 1997
Pension Solutions/MSI 1995 - 1997
American Express Financial Advisors 1983 - 1988
Education
St. Catherine University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Marketing
Voya Financial July 2013 - Present
Wells Fargo June 2007 - July 2013
Wells Fargo November 2005 - June 2007
Aon Hewitt August 2002 - July 2005
Wells Fargo May 1997 - August 2002
Pension Solutions/MSI 1995 - 1997
Pension Solutions/MSI 1995 - 1997
Pension Solutions/MSI 1995 - 1997
American Express Financial Advisors 1983 - 1988
Education
St. Catherine University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Marketing
Roderick A. Arias Roderick A. Arias's American Express Financial Advisors Experience January 2003 - March 2004
Job Relationship Manager, VP, Series 7, 66, Life & Health Insurance, Direct: 973.755.2001
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo Bank September 2010 - April 2012
Wachovia Bank - A Wells Fargo Company January 2010 - August 2010
Wachovia Bank & Wachovia Securities April 2004 - December 2009
American Express Financial Advisors January 2003 - March 2004
Skills
Relationship Management, Investments, Banking, Loans, Finance, Cross Selling, Wealth Management, Series 7, Retirement Planning, Series 63, Securities, Portfolio Management, Mutual Funds, Strategic Financial..., Series 6, Asset Allocation, Credit, Fixed Annuities, Risk Management, Insurance, Financial Advisory, CRM
Education
Rowan University 1998 — 2003
BS, Business Administration with MIS Specialization and Computer Science Coursework
Cranford Senior High School
Wells Fargo April 2012 - Present
Wells Fargo Bank September 2010 - April 2012
Wachovia Bank - A Wells Fargo Company January 2010 - August 2010
Wachovia Bank & Wachovia Securities April 2004 - December 2009
American Express Financial Advisors January 2003 - March 2004
Skills
Relationship Management, Investments, Banking, Loans, Finance, Cross Selling, Wealth Management, Series 7, Retirement Planning, Series 63, Securities, Portfolio Management, Mutual Funds, Strategic Financial..., Series 6, Asset Allocation, Credit, Fixed Annuities, Risk Management, Insurance, Financial Advisory, CRM
Education
Rowan University 1998 — 2003
BS, Business Administration with MIS Specialization and Computer Science Coursework
Cranford Senior High School
Dwight Brown, MIM, NRP Dwight Brown, MIM, NRP's American Express Financial Advisors Experience October 1995 - May 1996
Job Manager Enterprise Quality Informatics, Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic May 2007 - Present
Mayo Clinic February 2005 - May 2007
Mayo Clinic April 2001 - February 2005
Mayo Clinic August 2000 - April 2001
Mayo Clinic May 1999 - August 2000
Mayo Clinic November 1998 - May 1999
Mayo Clinic July 1997 - November 1998
Rayven, Incorporated May 1996 - July 1997
American Express Financial Advisors October 1995 - May 1996
Skills
Healthcare, EHR, Healthcare Information..., HIPAA, Healthcare Management, Clinical Research, Patient Safety, Strategic Planning, Analysis, Informatics, Management, Quality Management, Hospitals, Quality Improvement, Budgeting, Healthcare IT, EMR, Lean Healthcare, Hospital Operations, Performance Improvement, Healthcare Quality, Data Analysis, Team Building, Compliance, Continuous Improvement, Revenue Cycle, Customer Service, Clinical Informatics, Clinical, Process Improvement, Business Strategy, Policy Analysis, Quality Informatics, Meaningful Use, Business Analytics, Leadership
Education
Rochester Community and Technical College 2005 — 2007
Certification, Intensive Care Paramedic
University of Saint Thomas - School of Business 1995 — 1999
Master of International Management (M.I.M), Health Care Management Concentration
University of St. Thomas St 1990 — 1995
B.A, Spanish; Pre-Medical sciences
Mayo Clinic May 2007 - Present
Mayo Clinic February 2005 - May 2007
Mayo Clinic April 2001 - February 2005
Mayo Clinic August 2000 - April 2001
Mayo Clinic May 1999 - August 2000
Mayo Clinic November 1998 - May 1999
Mayo Clinic July 1997 - November 1998
Rayven, Incorporated May 1996 - July 1997
American Express Financial Advisors October 1995 - May 1996
Skills
Healthcare, EHR, Healthcare Information..., HIPAA, Healthcare Management, Clinical Research, Patient Safety, Strategic Planning, Analysis, Informatics, Management, Quality Management, Hospitals, Quality Improvement, Budgeting, Healthcare IT, EMR, Lean Healthcare, Hospital Operations, Performance Improvement, Healthcare Quality, Data Analysis, Team Building, Compliance, Continuous Improvement, Revenue Cycle, Customer Service, Clinical Informatics, Clinical, Process Improvement, Business Strategy, Policy Analysis, Quality Informatics, Meaningful Use, Business Analytics, Leadership
Education
Rochester Community and Technical College 2005 — 2007
Certification, Intensive Care Paramedic
University of Saint Thomas - School of Business 1995 — 1999
Master of International Management (M.I.M), Health Care Management Concentration
University of St. Thomas St 1990 — 1995
B.A, Spanish; Pre-Medical sciences
John R (Jack) Kelly, ChFC®,MBA,CRPC® John R (Jack) Kelly, ChFC®,MBA,CRPC®'s American Express Financial Advisors Experience July 1995 - September 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors July 1995 - September 2005
IBM January 1986 - June 1995
IBM January 1982 - December 1985
IBM January 1971 - December 1981
IBM January 1969 - December 1970
United States Peace Corp November 1966 - December 1968
Education
Seton Hall University 1965 — 1966
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 1960 — 1965
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors July 1995 - September 2005
IBM January 1986 - June 1995
IBM January 1982 - December 1985
IBM January 1971 - December 1981
IBM January 1969 - December 1970
United States Peace Corp November 1966 - December 1968
Education
Seton Hall University 1965 — 1966
Master of Business Administration (MBA), Business Administration and Management, General
Seton Hall University 1960 — 1965
Bachelor of Science (BS), Economics
Kimmie Bowser Kimmie Bowser's American Express Financial Advisors Experience March 2005 - October 2005
Job Administrative Assistant at Calvary Chapel of Reno/Sparks
Industry Religious Institutions
Experience
Calvary Chapel of Reno/Sparks October 2005 - Present
American Express Financial Advisors March 2005 - October 2005
Amelias Restaurant September 2002 - February 2005
Fitzgeralds Hotel & Casino August 1987 - May 1994
Harrahs Hotel & Casino July 1981 - July 1987
Harrahs Hotel and Casino August 1979 - July 1987
Skills
Customer Service, Youth Leadership, Biblical Studies, Event Planning, Decorations, Interior Design, Volunteer Management, Theology, Training, Time Management, Leadership Development, Microsoft Word, Teaching, Community Outreach, Conflict Resolution, Fundraising, Public Speaking, Administrative...
Education
UNR 1994 — 1996
Certificate, Human Resources Management/Personnel Administration, General
UNR 1979 — 1981
Business Administration and Management, General
San Diego Mesa College 1977 — 1979
Business/Commerce, General
La Jolla High School 1975 — 1977
Calvary Chapel of Reno/Sparks October 2005 - Present
American Express Financial Advisors March 2005 - October 2005
Amelias Restaurant September 2002 - February 2005
Fitzgeralds Hotel & Casino August 1987 - May 1994
Harrahs Hotel & Casino July 1981 - July 1987
Harrahs Hotel and Casino August 1979 - July 1987
Skills
Customer Service, Youth Leadership, Biblical Studies, Event Planning, Decorations, Interior Design, Volunteer Management, Theology, Training, Time Management, Leadership Development, Microsoft Word, Teaching, Community Outreach, Conflict Resolution, Fundraising, Public Speaking, Administrative...
Education
UNR 1994 — 1996
Certificate, Human Resources Management/Personnel Administration, General
UNR 1979 — 1981
Business Administration and Management, General
San Diego Mesa College 1977 — 1979
Business/Commerce, General
La Jolla High School 1975 — 1977
Ann Garriott Ann Garriott's American Express Financial Advisors Experience 2002 - 2003
Job On Sabbatical in DC Metro Area
Industry Real Estate
Experience
Russ Lyon Sotheby's International Realty October 2004 - Present
American Express Financial Advisors 2002 - 2003
City of Scottsdale 1997 - 2002
Maricopa County Attorney's Office 1992 - 1998
City OF Phoenix December 1984 - January 1990
Skills
Real Estate, Investment Properties, Foreclosures, Condos, Investors, Sellers, REO, Relocation, Luxury, Short Sales, Property Management, Referrals, Buyer Representation, Negotiation, First Time Home Buyers, Single Family Homes, Residential Homes, Listings, Real Estate Development, Investments, Selling, Property, Real Estate Transactions
Education
Valparaiso University School of Law 1977 — 1980
JD, Law
Saint Mary's College 1973 — 1977
BBA, Business Administration
Marian High School 1969 — 1973
Russ Lyon Sotheby's International Realty October 2004 - Present
American Express Financial Advisors 2002 - 2003
City of Scottsdale 1997 - 2002
Maricopa County Attorney's Office 1992 - 1998
City OF Phoenix December 1984 - January 1990
Skills
Real Estate, Investment Properties, Foreclosures, Condos, Investors, Sellers, REO, Relocation, Luxury, Short Sales, Property Management, Referrals, Buyer Representation, Negotiation, First Time Home Buyers, Single Family Homes, Residential Homes, Listings, Real Estate Development, Investments, Selling, Property, Real Estate Transactions
Education
Valparaiso University School of Law 1977 — 1980
JD, Law
Saint Mary's College 1973 — 1977
BBA, Business Administration
Marian High School 1969 — 1973
Phil Puccio's American Express Financial Advisors Experience September 1994 - December 2004
Job Director of Software Development at Medaxion, Certified ScrumMaster
Industry Information Technology and Services
Experience
Medaxion August 2012 - Present
AirDat August 2011 - August 2012
GlaxoSmithKline April 2010 - September 2011
Geomagic July 2009 - April 2010
University of North Carolina at Chapel Hill January 2009 - July 2009
GlaxoSmithKline August 2007 - December 2008
Ameriprise Financial July 2006 - June 2007
RoleModel Software January 2005 - August 2006
American Express Financial Advisors September 1994 - December 2004
Bell Northern Research February 1994 - August 1994
Skills
Agile Methodologies, Software Development, Java, Ruby, Agile Project Management, Eclipse, Test Driven Development, Web Applications, Smalltalk, Extreme Programming, Web Services, .NET, OOP, Integration, Software Design, C#, TDD, Kanban, Ruby on Rails, Objective-C, Scrum, Architecture, Hibernate, Testing, Oracle, JavaScript, SOA, Enterprise Architecture, REST, Architectures
Education
Rensselaer Polytechnic Institute 1979 — 1981
M.S.
University of Arizona 1977 — 1979
B.S.
Medaxion August 2012 - Present
AirDat August 2011 - August 2012
GlaxoSmithKline April 2010 - September 2011
Geomagic July 2009 - April 2010
University of North Carolina at Chapel Hill January 2009 - July 2009
GlaxoSmithKline August 2007 - December 2008
Ameriprise Financial July 2006 - June 2007
RoleModel Software January 2005 - August 2006
American Express Financial Advisors September 1994 - December 2004
Bell Northern Research February 1994 - August 1994
Skills
Agile Methodologies, Software Development, Java, Ruby, Agile Project Management, Eclipse, Test Driven Development, Web Applications, Smalltalk, Extreme Programming, Web Services, .NET, OOP, Integration, Software Design, C#, TDD, Kanban, Ruby on Rails, Objective-C, Scrum, Architecture, Hibernate, Testing, Oracle, JavaScript, SOA, Enterprise Architecture, REST, Architectures
Education
Rensselaer Polytechnic Institute 1979 — 1981
M.S.
University of Arizona 1977 — 1979
B.S.
Scott Wiens Scott Wiens's American Express Financial Advisors Experience July 2000 - January 2005
Job Group Manager, Enterprise Engineering at Target
Industry Retail
Experience
Target January 2012 - Present
Target March 2010 - January 2012
Target August 2006 - March 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors July 2000 - January 2005
IBM April 1999 - June 2000
Target June 1993 - March 1999
Skills
IT Infrastructure..., IT Infrastructure..., IT Management, Technology Management, Team Leadership, Talent Management, Staff Development, IT Strategy, Technology Evaluation, Program Management, Management, Enterprise Architecture, Servers, Databases, Microsoft SQL Server, DB2, Data Warehousing, Software Development, Infrastructure, SDLC, Project Portfolio..., Business Intelligence, Integration, Disaster Recovery, Vendor Management, Architectures, SharePoint, Vendor Relations, Database Administration, Vendor Contracts, Outsourcing, Application Development, Talent Development, Financial Management, Platform Architecture, Enterprise Storage, Team Mentoring
Education
St. Cloud State University 1989 — 1993
B.S., Business Computer Information Systems
St. Cloud State University - Herberger Business School 1989 — 1993
Bachelor of Science (B.S.), Information Systems
Target January 2012 - Present
Target March 2010 - January 2012
Target August 2006 - March 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors July 2000 - January 2005
IBM April 1999 - June 2000
Target June 1993 - March 1999
Skills
IT Infrastructure..., IT Infrastructure..., IT Management, Technology Management, Team Leadership, Talent Management, Staff Development, IT Strategy, Technology Evaluation, Program Management, Management, Enterprise Architecture, Servers, Databases, Microsoft SQL Server, DB2, Data Warehousing, Software Development, Infrastructure, SDLC, Project Portfolio..., Business Intelligence, Integration, Disaster Recovery, Vendor Management, Architectures, SharePoint, Vendor Relations, Database Administration, Vendor Contracts, Outsourcing, Application Development, Talent Development, Financial Management, Platform Architecture, Enterprise Storage, Team Mentoring
Education
St. Cloud State University 1989 — 1993
B.S., Business Computer Information Systems
St. Cloud State University - Herberger Business School 1989 — 1993
Bachelor of Science (B.S.), Information Systems
Adam Evans, CIMA Adam Evans, CIMA's American Express Financial Advisors Experience May 1994 - May 1995
Job Director, Business Development at Swank Capital, LLC
Industry Financial Services
Experience
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Chad Myrick's American Express Financial Advisors Experience January 2000 - January 2001
Job Branch Manager at Harbor Financial Services
Industry Financial Services
Experience
Harbor Financial Services December 2013 - Present
Wells Fargo Advisors October 2012 - December 2013
Morgan Stanley Wealth Management January 2010 - October 2012
Citi Smith Barney March 2008 - January 2010
Amsouth Investments/Morgan Keegan January 2001 - January 2008
American Express Financial Advisors January 2000 - January 2001
Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management
Education
The University of Alabama School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Samford University 1993 — 1997
Bachelor of Science (B.S.), Public Administration
Harbor Financial Services December 2013 - Present
Wells Fargo Advisors October 2012 - December 2013
Morgan Stanley Wealth Management January 2010 - October 2012
Citi Smith Barney March 2008 - January 2010
Amsouth Investments/Morgan Keegan January 2001 - January 2008
American Express Financial Advisors January 2000 - January 2001
Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management
Education
The University of Alabama School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Samford University 1993 — 1997
Bachelor of Science (B.S.), Public Administration
Alex Samsel Alex Samsel's American Express Financial Advisors Experience 1995 - 1997
Job SVP Sales at LPL Financial
Industry Financial Services
Experience
LPL Financial 2005 - Present
Hog Jockey Cycle Accessories, Inc. 2003 - 2005
Wake Food Distributors 2003 - 2005
Prudential Financial 1998 - 2004
American Express Financial Advisors 1995 - 1997
Skills
Insurance, Strategic Financial..., Mutual Funds, Wealth Management, Series 7, Retirement Planning, Fixed Annuities, Securities, Series 63, Retirement, 401k, Investments, Investment Advisory
Education
Rowan University
BS, Accounting
LPL Financial 2005 - Present
Hog Jockey Cycle Accessories, Inc. 2003 - 2005
Wake Food Distributors 2003 - 2005
Prudential Financial 1998 - 2004
American Express Financial Advisors 1995 - 1997
Skills
Insurance, Strategic Financial..., Mutual Funds, Wealth Management, Series 7, Retirement Planning, Fixed Annuities, Securities, Series 63, Retirement, 401k, Investments, Investment Advisory
Education
Rowan University
BS, Accounting
Matthew Wollick Matthew Wollick's American Express Financial Advisors Experience March 1996 - March 2000
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA August 2011 - Present
Vanguard March 2000 - July 2011
American Express Financial Advisors March 1996 - March 2000
Skills
Wealth Management, Retirement Planning, Certified Financial..., Series 7, Mutual Funds, Investment Advisory, Finance, Asset Allocation, Estate Planning, Financial Advisory, Insurance, Strategic Financial..., Asset Management, Fixed Annuities, Financial Planning, FINRA Series 7, PA Life and Health...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS
USAA August 2011 - Present
Vanguard March 2000 - July 2011
American Express Financial Advisors March 1996 - March 2000
Skills
Wealth Management, Retirement Planning, Certified Financial..., Series 7, Mutual Funds, Investment Advisory, Finance, Asset Allocation, Estate Planning, Financial Advisory, Insurance, Strategic Financial..., Asset Management, Fixed Annuities, Financial Planning, FINRA Series 7, PA Life and Health...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS
Anita Converse Anita Converse's American Express Financial Advisors Experience June 1983 - August 1988
Job President The Dancer In You
Industry Retail
Experience
The Dancer In You May 2006 - Present
Anita Converse Studio June 1987 - Present
Silpada Designs March 2011 - Present
SendOutCards May 2010 - Present
American Express Financial Advisors June 1983 - August 1988
prominent L.A health club 1979 - 1985
Skills
Teaching, Dance, Ballroom Dance, Latin Dance, Swing Dance, Salsa, Argentine Tango, Wedding Dance, Dance shoes, Storefront, Retail, Sales Operations, Project Planning, Sales Management, Small Business, Entrepreneurship, Ballet, Aerobics, Weddings, Shoes, Fitness, Business Networking, Marketing, Social Networking, Public Speaking, Marketing Strategy, Time Management, Coaching, Leadership Development, Direct Sales, Online Marketing, Event Management, Trade Shows, Event Planning, Fundraising, Team Building, Advertising, Email Marketing, Public Relations, Leadership, Marketing Communications, Direct Marketing
Education
Santa Monica College
General, Business.
The Dancer In You May 2006 - Present
Anita Converse Studio June 1987 - Present
Silpada Designs March 2011 - Present
SendOutCards May 2010 - Present
American Express Financial Advisors June 1983 - August 1988
prominent L.A health club 1979 - 1985
Skills
Teaching, Dance, Ballroom Dance, Latin Dance, Swing Dance, Salsa, Argentine Tango, Wedding Dance, Dance shoes, Storefront, Retail, Sales Operations, Project Planning, Sales Management, Small Business, Entrepreneurship, Ballet, Aerobics, Weddings, Shoes, Fitness, Business Networking, Marketing, Social Networking, Public Speaking, Marketing Strategy, Time Management, Coaching, Leadership Development, Direct Sales, Online Marketing, Event Management, Trade Shows, Event Planning, Fundraising, Team Building, Advertising, Email Marketing, Public Relations, Leadership, Marketing Communications, Direct Marketing
Education
Santa Monica College
General, Business.
Jodie Wong, MBA's American Express Financial Advisors Experience January 2004 - October 2005
Job Senior Financial Analyst at Red Lobster
Industry Financial Services
Experience
Red Lobster November 2014 - Present
Earl Enterprises April 2014 - November 2014
BNY Mellon January 2012 - April 2014
CAREFUSION/CARDINAL HEALTH June 2008 - April 2010
WACHOVIA BANK October 2005 - June 2008
American Express Financial Advisors January 2004 - October 2005
Skills
Finance, Sales, Leadership, Forecasting, Business Planning, Account Management, Business Development, Budgets, Investments, Customer Service, Sales Operations, Securities, Consulting, Market Planning, New Business Development, Strategic Financial..., Cross-functional Team..., Financial Modeling, Territory Management, Marketing Analytics, APT, Business Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
MBA, Management Concentration
University of Central Florida 1999 — 2003
Bachelors of Science, Business Administration; Finance
Red Lobster November 2014 - Present
Earl Enterprises April 2014 - November 2014
BNY Mellon January 2012 - April 2014
CAREFUSION/CARDINAL HEALTH June 2008 - April 2010
WACHOVIA BANK October 2005 - June 2008
American Express Financial Advisors January 2004 - October 2005
Skills
Finance, Sales, Leadership, Forecasting, Business Planning, Account Management, Business Development, Budgets, Investments, Customer Service, Sales Operations, Securities, Consulting, Market Planning, New Business Development, Strategic Financial..., Cross-functional Team..., Financial Modeling, Territory Management, Marketing Analytics, APT, Business Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2012
MBA, Management Concentration
University of Central Florida 1999 — 2003
Bachelors of Science, Business Administration; Finance
Chris Taffe's American Express Financial Advisors Experience 1998 - January 2001
Job Director, Strategic Partnership Group, Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Tim Legler's American Express Financial Advisors Experience January 2001 - June 2006
Job Deputy Manager Hedge Fund Accounting & Services
Industry Accounting
Experience
Custom House Global Fund Services LTD January 2008 - Present
Fifth Third Securities August 2006 - January 2008
American Express Financial Advisors January 2001 - June 2006
Kansas City Southern Railroad October 1987 - June 1999
OmniTrax Inc 1996 - 1999
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, Strategic Financial..., Auditing, Risk Management, Alternative Investments, Investments, Derivatives, Financial Risk
Education
University of Pittsburgh 1977 — 1978
MBA, Finance/Accounting
Robert Morris University 1973 — 1977
BS, Accounting
Custom House Global Fund Services LTD January 2008 - Present
Fifth Third Securities August 2006 - January 2008
American Express Financial Advisors January 2001 - June 2006
Kansas City Southern Railroad October 1987 - June 1999
OmniTrax Inc 1996 - 1999
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, Strategic Financial..., Auditing, Risk Management, Alternative Investments, Investments, Derivatives, Financial Risk
Education
University of Pittsburgh 1977 — 1978
MBA, Finance/Accounting
Robert Morris University 1973 — 1977
BS, Accounting
Tricia Senzel, CPA's American Express Financial Advisors Experience 1994 - 1998
Job Firm Administrator at Burak Anderson & Melloni
Industry Executive Office
Experience
Burak Anderson & Melloni June 2012 - Present
Opportunities Credit Union February 2010 - March 2012
SMARTvt.org May 2009 - January 2010
UBS Wealth Management 2007 - 2009
Sentinel Financial Services 1998 - 2007
American Express Financial Advisors 1994 - 1998
Herrick, Ltd. 1992 - 1994
John A. Lamson & Associates, Inc. 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Education
Saint Michael's College
BS, Finance & Accounting
High School
Burak Anderson & Melloni June 2012 - Present
Opportunities Credit Union February 2010 - March 2012
SMARTvt.org May 2009 - January 2010
UBS Wealth Management 2007 - 2009
Sentinel Financial Services 1998 - 2007
American Express Financial Advisors 1994 - 1998
Herrick, Ltd. 1992 - 1994
John A. Lamson & Associates, Inc. 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Education
Saint Michael's College
BS, Finance & Accounting
High School
Tasha Kohls's American Express Financial Advisors Experience 1991 - 1996
Job Legal Analyst at Sprint Nextel Corporation
Industry Telecommunications
Experience
Sprint Nextel Corporation August 1999 - Present
Sprint/Nextel Communications 1999 - Present
Sprint 1999 - Present
American Express Financial Advisors 1991 - 1996
Skills
Wireless, Telecommunications, Vendor Management, Contract Management, Program Management, Mobile Devices, Project Management, Strategic Planning, Cross-functional Team..., Intellectual Property, Strategy, Business Development
Education
Shepherd University 2000 — 2008
Bachelor's Degree, Business Administration and Management, General
Sprint Nextel Corporation August 1999 - Present
Sprint/Nextel Communications 1999 - Present
Sprint 1999 - Present
American Express Financial Advisors 1991 - 1996
Skills
Wireless, Telecommunications, Vendor Management, Contract Management, Program Management, Mobile Devices, Project Management, Strategic Planning, Cross-functional Team..., Intellectual Property, Strategy, Business Development
Education
Shepherd University 2000 — 2008
Bachelor's Degree, Business Administration and Management, General
David Ricketts's American Express Financial Advisors Experience 2000 - 2007
Job Account Development Manager at BlazeMeter
Industry Information Technology and Services
Experience
BlazeMeter August 2015 - Present
SOASTA, Inc. April 2014 - August 2015
NR Signature Designs 2008 - 2014
American Express Financial Advisors 2000 - 2007
Skills
Software Industry, SaaS, Cloud Computing, Leadership, Management, Sales, Marketing, Lead Generation, Social Media Marketing, Salesforce.com, Finance, Solution Selling, Wealth Management, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, Asset Management, Credit, Retirement Planning, Retirement, Investments
Education
San Francisco State University
Bachelor of Science (BS), Finance
BlazeMeter August 2015 - Present
SOASTA, Inc. April 2014 - August 2015
NR Signature Designs 2008 - 2014
American Express Financial Advisors 2000 - 2007
Skills
Software Industry, SaaS, Cloud Computing, Leadership, Management, Sales, Marketing, Lead Generation, Social Media Marketing, Salesforce.com, Finance, Solution Selling, Wealth Management, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, Asset Management, Credit, Retirement Planning, Retirement, Investments
Education
San Francisco State University
Bachelor of Science (BS), Finance
Ashley Rinaudo's American Express Financial Advisors Experience 2003 - 2004
Job Senior Compliance Advisor Investment Advisory Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2006 - Present
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
American Express Financial Advisors 2003 - 2004
Education
San Diego State University-California State University 1998 — 2002
Commonwealth Financial Network June 2006 - Present
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
American Express Financial Advisors 2003 - 2004
Education
San Diego State University-California State University 1998 — 2002
Jeffrey Kern's American Express Financial Advisors Experience October 2001 - May 2002
Job Ultra High Net Worth Relationship Consultant at Vanguard
Industry Financial Services
Experience
Vanguard February 2011 - Present
Vanguard May 2002 - February 2011
American Express Financial Advisors October 2001 - May 2002
Northern Trust Retirement Consulting August 1999 - July 2001
Skills
Investments, Series 7, Series 63, Mutual Funds, Process Improvement, Strategic Financial..., Retirement Planning, Portfolio Management, Analysis, Microsoft Excel, PowerPoint, ETFs, Insurance, Fixed Annuities, Retirement, Finance
Education
Roanoke College 1995 — 1999
BA, Business Administration
Vanguard February 2011 - Present
Vanguard May 2002 - February 2011
American Express Financial Advisors October 2001 - May 2002
Northern Trust Retirement Consulting August 1999 - July 2001
Skills
Investments, Series 7, Series 63, Mutual Funds, Process Improvement, Strategic Financial..., Retirement Planning, Portfolio Management, Analysis, Microsoft Excel, PowerPoint, ETFs, Insurance, Fixed Annuities, Retirement, Finance
Education
Roanoke College 1995 — 1999
BA, Business Administration
Dan Bergner's American Express Financial Advisors Experience April 1995 - March 2000
Job Financial Representative, Princor Registered Representative, Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2013 - Present
Nova Consulting May 2012 - July 2013
Medica August 2010 - August 2011
Learning Strategies Corporation January 2008 - August 2010
American Home Mortgage March 2005 - September 2007
Klein Mortgage March 2000 - March 2005
American Express Financial Advisors April 1995 - March 2000
Skills
Series 7, Series 63, Series 66, Financial Services, Financial Planning, Retirement Planning, Investment Strategies, Life Insurance, 401k Rollovers, Disability Insurance, 401k, Buy-sell Agreements, Employee Benefits, Strategic Planning, Ancillary Benefits, Uniform Combined State..., Voluntary Employee..., Section 125 Plans, Health Insurance, Medicaid Managed Care
Education
St. John's University
B.A., Psychology
University of St. Thomas - Opus College of Business
MBA, General Management
Principal Financial Group August 2013 - Present
Nova Consulting May 2012 - July 2013
Medica August 2010 - August 2011
Learning Strategies Corporation January 2008 - August 2010
American Home Mortgage March 2005 - September 2007
Klein Mortgage March 2000 - March 2005
American Express Financial Advisors April 1995 - March 2000
Skills
Series 7, Series 63, Series 66, Financial Services, Financial Planning, Retirement Planning, Investment Strategies, Life Insurance, 401k Rollovers, Disability Insurance, 401k, Buy-sell Agreements, Employee Benefits, Strategic Planning, Ancillary Benefits, Uniform Combined State..., Voluntary Employee..., Section 125 Plans, Health Insurance, Medicaid Managed Care
Education
St. John's University
B.A., Psychology
University of St. Thomas - Opus College of Business
MBA, General Management
Molly Gantz's American Express Financial Advisors Experience 1998 - 2007
Job Senior Director, Talent & Develoment, Corporate Technology at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters March 2013 - Present
Thomson Reuters July 2011 - April 2013
Thomson Reuters 2007 - July 2011
Thomson Corporation July 2007 - May 2008
Ameriprise Financial 1998 - 2007
American Express 1998 - 2007
American Express Financial Advisors 1998 - 2007
Thermo King Corporation September 1996 - September 1998
Snyder Drug Stores April 1991 - August 1996
Franchise Associates (aka Arby's Restaurants) 1980 - 1987
Skills
Organizational..., Organizational Design, Organizational Change, Corporate Culture, Leadership Development, Talent Management, Organizational..., MBTI, Executive Coaching, Succession Planning, Performance Management, Employee Engagement, Talent Development, Change Management, Employee Relations, Change Leadership, Coaching, Talent Acquisition, Career Development, Strategic Planning, Team Building, Mentoring, Team Management, Culture Change, Human Capital Management, DISC, SDI, Strategic Talent, Organzational..., Cultural Transformation, Team Effectiveness, Leadership Effectiveness, Organization Assessment, Strategic HR..., Consulting, Survey Design &..., Vendor Management, Leader Assimilation, New Team Start-ups, Virtual Team..., SAP Change Readiness..., Diversity Strategy, HR Strategy, Training Delivery, Personnel Management, Human Resources, 360 Feedback, Leadership, Workshop Facilitation, Employee Training
Education
St. Catherine University 1997 — 2002
Masters, Organizational Leadership
College of St. Catherine 1975 — 1979
Bachelor's Degree, Elementary Education and Teaching
Thomson Reuters March 2013 - Present
Thomson Reuters July 2011 - April 2013
Thomson Reuters 2007 - July 2011
Thomson Corporation July 2007 - May 2008
Ameriprise Financial 1998 - 2007
American Express 1998 - 2007
American Express Financial Advisors 1998 - 2007
Thermo King Corporation September 1996 - September 1998
Snyder Drug Stores April 1991 - August 1996
Franchise Associates (aka Arby's Restaurants) 1980 - 1987
Skills
Organizational..., Organizational Design, Organizational Change, Corporate Culture, Leadership Development, Talent Management, Organizational..., MBTI, Executive Coaching, Succession Planning, Performance Management, Employee Engagement, Talent Development, Change Management, Employee Relations, Change Leadership, Coaching, Talent Acquisition, Career Development, Strategic Planning, Team Building, Mentoring, Team Management, Culture Change, Human Capital Management, DISC, SDI, Strategic Talent, Organzational..., Cultural Transformation, Team Effectiveness, Leadership Effectiveness, Organization Assessment, Strategic HR..., Consulting, Survey Design &..., Vendor Management, Leader Assimilation, New Team Start-ups, Virtual Team..., SAP Change Readiness..., Diversity Strategy, HR Strategy, Training Delivery, Personnel Management, Human Resources, 360 Feedback, Leadership, Workshop Facilitation, Employee Training
Education
St. Catherine University 1997 — 2002
Masters, Organizational Leadership
College of St. Catherine 1975 — 1979
Bachelor's Degree, Elementary Education and Teaching
Jordan Moskowitz's American Express Financial Advisors Experience August 1998 - January 1999
Job Director, Pricing at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage March 2011 - Present
PHH Mortgage January 1999 - March 2011
American Express Financial Advisors August 1998 - January 1999
Skills
Process Improvement, Mortgage Lending, Pricing, Analytic Reporting, Ad Hoc Reporting, Creative Solutions, Team Leadership, Business Process..., Quality Assurance, Residential Mortgages, Financial Analysis, Mortgage Banking, Six Sigma, Finance, Loans, Vendor Management, Business Analysis, Loan Origination, Underwriting, Credit
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2009
MBA, Management
Rowan University 1994 — 1998
BS, Business Administration
PHH Mortgage March 2011 - Present
PHH Mortgage January 1999 - March 2011
American Express Financial Advisors August 1998 - January 1999
Skills
Process Improvement, Mortgage Lending, Pricing, Analytic Reporting, Ad Hoc Reporting, Creative Solutions, Team Leadership, Business Process..., Quality Assurance, Residential Mortgages, Financial Analysis, Mortgage Banking, Six Sigma, Finance, Loans, Vendor Management, Business Analysis, Loan Origination, Underwriting, Credit
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2009
MBA, Management
Rowan University 1994 — 1998
BS, Business Administration
Peter Kallan's American Express Financial Advisors Experience 2000 - 2002
Job Personal Banker / Owner Zen Windows
Industry Financial Services
Experience
Zen Windows 2015 - Present
SunTrust 2014 - Present
Leaders in Regional Sales Management Greater Roanoke, VA Area 2012 - Present
Bath Fitter / Bath Saver Inc. 2012 - 2014
The Roanoke Times / roanoke.com 2010 - 2012
The Roanoke Times / roanoke.com 2010 - 2012
Bank of America 2005 - 2010
LEADS.COM 2003 - 2005
Wachovia Bank 2002 - 2003
American Express Financial Advisors 2000 - 2002
Education
American Express Advisor University 2001 — 2001
Certified Advisor, Financial Planning and Services, Merit-Bassed Appointment
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.), Fine Arts
Salem High School
College Prep
Zen Windows 2015 - Present
SunTrust 2014 - Present
Leaders in Regional Sales Management Greater Roanoke, VA Area 2012 - Present
Bath Fitter / Bath Saver Inc. 2012 - 2014
The Roanoke Times / roanoke.com 2010 - 2012
The Roanoke Times / roanoke.com 2010 - 2012
Bank of America 2005 - 2010
LEADS.COM 2003 - 2005
Wachovia Bank 2002 - 2003
American Express Financial Advisors 2000 - 2002
Education
American Express Advisor University 2001 — 2001
Certified Advisor, Financial Planning and Services, Merit-Bassed Appointment
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.), Fine Arts
Salem High School
College Prep
Noel Adams's American Express Financial Advisors Experience January 2002 - March 2003
Job Business Banking Officer at Citibank Texas, N.A.
Industry Financial Services
Experience
Citibank Texas, N.A. July 2009 - Present
Generational Wealth & Equity January 2008 - May 2008
Bankers Life and Casualty December 2006 - December 2007
Durbin Bennett Peterson-Private Wealth Management April 2005 - December 2006
Wells Fargo Bank March 2003 - April 2005
American Express Financial Advisors January 2002 - March 2003
Sands Brothers & Co. Ltd. January 2000 - January 2002
Education
Shippensburg University of Pennsylvania 1995 — 1999
The University of Texas at Austin
Finance
Citibank Texas, N.A. July 2009 - Present
Generational Wealth & Equity January 2008 - May 2008
Bankers Life and Casualty December 2006 - December 2007
Durbin Bennett Peterson-Private Wealth Management April 2005 - December 2006
Wells Fargo Bank March 2003 - April 2005
American Express Financial Advisors January 2002 - March 2003
Sands Brothers & Co. Ltd. January 2000 - January 2002
Education
Shippensburg University of Pennsylvania 1995 — 1999
The University of Texas at Austin
Finance
Michelle Greenwood's American Express Financial Advisors Experience May 1999 - July 2001
Job Financial Services Professional
Industry Financial Services
Experience
Tax & Financial Group October 2011 - November 2013
BIS Consulting/Advisory Group April 2011 - August 2012
Aforma Financial Services October 2002 - July 2011
H&R Block 2008 - 2009
Zuk Financial Group March 2003 - June 2008
Moneyline July 2001 - October 2002
American Express Financial Advisors May 1999 - July 2001
Shearson Lehman Mortgage/Assistant Manager 1987 - 1993
Skills
Management, Strategic Planning, Finance, Financial Planning, Marketing, Financial Services, Public Speaking, Customer Service, Sales, Leadership
Education
Saddleback College 2010 — 2012
Accounting
University of California, Berkeley 1978 — 1981
Rhetoric
HBHS
Tax & Financial Group October 2011 - November 2013
BIS Consulting/Advisory Group April 2011 - August 2012
Aforma Financial Services October 2002 - July 2011
H&R Block 2008 - 2009
Zuk Financial Group March 2003 - June 2008
Moneyline July 2001 - October 2002
American Express Financial Advisors May 1999 - July 2001
Shearson Lehman Mortgage/Assistant Manager 1987 - 1993
Skills
Management, Strategic Planning, Finance, Financial Planning, Marketing, Financial Services, Public Speaking, Customer Service, Sales, Leadership
Education
Saddleback College 2010 — 2012
Accounting
University of California, Berkeley 1978 — 1981
Rhetoric
HBHS
Mary Heikkila, CPPM's American Express Financial Advisors Experience 2002 - 2004
Job Senior Consultant, Improving Twin Cities
Industry Management Consulting
Experience
Improving Enterprises August 2014 - Present
The Willow Group July 2013 - July 2014
Greater Minneapolis/St. Paul area January 2012 - July 2013
Ameriprise Financial Services, Inc. November 2009 - December 2011
Ameriprise Financial August 2006 - November 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Connextion Systems Engineering 2004 - 2004
American Express Financial Advisors 2002 - 2004
GMAC Financial Services 1999 - 2001
American Express Tax & Business Services 1997 - 1999
Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager, Project Management
St. Catherine University 2001 — 2002
General
Improving Enterprises August 2014 - Present
The Willow Group July 2013 - July 2014
Greater Minneapolis/St. Paul area January 2012 - July 2013
Ameriprise Financial Services, Inc. November 2009 - December 2011
Ameriprise Financial August 2006 - November 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Connextion Systems Engineering 2004 - 2004
American Express Financial Advisors 2002 - 2004
GMAC Financial Services 1999 - 2001
American Express Tax & Business Services 1997 - 1999
Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager, Project Management
St. Catherine University 2001 — 2002
General
Joseph Anderson, CFP®'s American Express Financial Advisors Experience 1998 - 2003
Job President at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Elen Cuaca-Wijaya's American Express Financial Advisors Experience May 2001 - December 2001
Job Sr. Associate Internal Audit at HCP, Inc.
Industry Accounting
Experience
HCP July 2009 - Present
HCP, Inc. April 2007 - February 2010
Option One Mortgage Corp 2005 - 2007
Vineyard Bank 2004 - 2005
Ramada Inn October 2002 - July 2004
American Express Financial Advisors May 2001 - December 2001
Merill Lynch, Bellevue, Seattle 2000 - 2001
Skills
Accounts Payable, Accounting, Variance Analysis, Journal Entries, Accounts Receivable, Auditing, Accruals, Cash Management, Financial Statements, Financial Reporting, Internal Audit, GAAP, General Ledger, SEC filings, Finance
Education
Keller Graduate School 2006 — 2011
Master in Accounting and Financial Management, Accounting with CPA emphasis
Seattle University 1999 — 2001
BA, Finance
HCP July 2009 - Present
HCP, Inc. April 2007 - February 2010
Option One Mortgage Corp 2005 - 2007
Vineyard Bank 2004 - 2005
Ramada Inn October 2002 - July 2004
American Express Financial Advisors May 2001 - December 2001
Merill Lynch, Bellevue, Seattle 2000 - 2001
Skills
Accounts Payable, Accounting, Variance Analysis, Journal Entries, Accounts Receivable, Auditing, Accruals, Cash Management, Financial Statements, Financial Reporting, Internal Audit, GAAP, General Ledger, SEC filings, Finance
Education
Keller Graduate School 2006 — 2011
Master in Accounting and Financial Management, Accounting with CPA emphasis
Seattle University 1999 — 2001
BA, Finance
Cory Haberkorn's American Express Financial Advisors Experience August 2001 - December 2002
Job Assistant Vice President of Advisor Programs & Product Strategy
Industry Financial Services
Experience
Scottrade November 2010 - Present
Scottrade February 2005 - November 2010
Scottrade January 2004 - February 2005
American Express Financial Advisors August 2001 - December 2002
Skills
FINRA, Strategic Planning, Business Strategy, Problem Solving, IT Strategy, Organizational Structure, Organizational..., Organizational..., Business Intelligence, Business Process..., Strategy, Investments, Program Management, Analytics, Risk Management, Product Management, Management, Asset Management, Wealth Management, Financial Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Analysis, Brokerage, Securities, Financial Services, Equities, Banking
Education
Southern Illinois University, Carbondale 1996 — 2001
Bachelor of Science (BS), Finance, General
Scottrade November 2010 - Present
Scottrade February 2005 - November 2010
Scottrade January 2004 - February 2005
American Express Financial Advisors August 2001 - December 2002
Skills
FINRA, Strategic Planning, Business Strategy, Problem Solving, IT Strategy, Organizational Structure, Organizational..., Organizational..., Business Intelligence, Business Process..., Strategy, Investments, Program Management, Analytics, Risk Management, Product Management, Management, Asset Management, Wealth Management, Financial Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Analysis, Brokerage, Securities, Financial Services, Equities, Banking
Education
Southern Illinois University, Carbondale 1996 — 2001
Bachelor of Science (BS), Finance, General
Anne-Marie Black's American Express Financial Advisors Experience 1996 - 2002
Job Creative Services Manager at Lifetouch Portrait Studios
Industry Marketing and Advertising
Experience
Lifetouch Portrait Studios June 2015 - Present
Venture Solutions Inc December 2013 - Present
Cenveo Inc. 2010 - March 2013
Cenveo Inc. 2003 - 2010
Mailwell Inc. 2002 - 2003
American Express Financial Advisors 1996 - 2002
Edina Realty 1992 - 1996
Skills
Pre-press, Art Direction, Direct Mail, Catalogs, Creative Direction, Layout, Packaging, Adobe Creative Suite, Graphic Design, Brochures, Corporate Identity, Graphics, E-commerce, Brand Management, Print Management, Direct Marketing, Digital Printing, Offset Printing, Account Management, Email Marketing, Branding & Identity, Corporate Branding, Integrated Marketing, Brand Development, Variable Data Printing, Logo Design, Collateral, Multi-channel Marketing, Trade Shows
Education
Saint Xavier University 1986 — 1991
Bachelor of Arts (B.A.), Marketing and Communcations
Lifetouch Portrait Studios June 2015 - Present
Venture Solutions Inc December 2013 - Present
Cenveo Inc. 2010 - March 2013
Cenveo Inc. 2003 - 2010
Mailwell Inc. 2002 - 2003
American Express Financial Advisors 1996 - 2002
Edina Realty 1992 - 1996
Skills
Pre-press, Art Direction, Direct Mail, Catalogs, Creative Direction, Layout, Packaging, Adobe Creative Suite, Graphic Design, Brochures, Corporate Identity, Graphics, E-commerce, Brand Management, Print Management, Direct Marketing, Digital Printing, Offset Printing, Account Management, Email Marketing, Branding & Identity, Corporate Branding, Integrated Marketing, Brand Development, Variable Data Printing, Logo Design, Collateral, Multi-channel Marketing, Trade Shows
Education
Saint Xavier University 1986 — 1991
Bachelor of Arts (B.A.), Marketing and Communcations
Angela Godley's American Express Financial Advisors Experience 1996 - 1999
Job Life Coach
Industry Professional Training & Coaching
Experience
Angela Godley Personal and Professional Coaching October 2004 - Present
Aegis Emergency Mangement, LLC. February 2003 - December 2012
Wealth Management Consultants, LLC February 2000 - January 2002
Ursuline High School 1998 - 1999
American Express Financial Advisors 1996 - 1999
Skills
Coaching, Management, Nonprofits, Organizational..., Small Business, Team Building, Customer Service, Personal Development, Human Resources, Superior Client Service, Relationship Coach, Parent Coaching, Conflict Resolution, Career Development..., CRM
Education
CTI- Coaches Training Institute 2004 — 2005
Professional Coaching
Sonoma State University 1996 — 1998
Bachelor's Degree, Business Management and Human Resource Development
Angela Godley Personal and Professional Coaching October 2004 - Present
Aegis Emergency Mangement, LLC. February 2003 - December 2012
Wealth Management Consultants, LLC February 2000 - January 2002
Ursuline High School 1998 - 1999
American Express Financial Advisors 1996 - 1999
Skills
Coaching, Management, Nonprofits, Organizational..., Small Business, Team Building, Customer Service, Personal Development, Human Resources, Superior Client Service, Relationship Coach, Parent Coaching, Conflict Resolution, Career Development..., CRM
Education
CTI- Coaches Training Institute 2004 — 2005
Professional Coaching
Sonoma State University 1996 — 1998
Bachelor's Degree, Business Management and Human Resource Development
Erma Anton, CISA, CIA, MBA's American Express Financial Advisors Experience January 2001 - February 2004
Job IT Audit Director at ADP
Industry Information Technology and Services
Experience
ADP March 2008 - Present
Hudson Highland Group 2006 - 2007
Washington Mutual Bank 2005 - 2007
Washington Mutual February 2004 - February 2006
American Express Financial Advisors January 2001 - February 2004
The Pillsbury Company 1998 - 2001
Skills
IT Audit, CISA, Sarbanes-Oxley, Risk Management, Business Continuity, Governance, Auditing, Enterprise Risk..., Information Security..., Sarbanes-Oxley Act, SAS70, Information Security, CISSP, Internal Audit, ISO 27001, Information Technology, Consulting, COBIT, Disaster Recovery, Leadership, SDLC, Operational Risk..., PCI DSS, Internal Controls, Network Security
Education
St. John's University 1980 — 1986
ADP March 2008 - Present
Hudson Highland Group 2006 - 2007
Washington Mutual Bank 2005 - 2007
Washington Mutual February 2004 - February 2006
American Express Financial Advisors January 2001 - February 2004
The Pillsbury Company 1998 - 2001
Skills
IT Audit, CISA, Sarbanes-Oxley, Risk Management, Business Continuity, Governance, Auditing, Enterprise Risk..., Information Security..., Sarbanes-Oxley Act, SAS70, Information Security, CISSP, Internal Audit, ISO 27001, Information Technology, Consulting, COBIT, Disaster Recovery, Leadership, SDLC, Operational Risk..., PCI DSS, Internal Controls, Network Security
Education
St. John's University 1980 — 1986
Erik Catalfomo, CPA's American Express Financial Advisors Experience November 2001 - January 2002
Job Senior Accountant at Billtrust
Industry Financial Services
Experience
Billtrust July 2014 - Present
NRG Energy January 2014 - June 2014
Covance Inc January 2012 - January 2014
Covance Inc June 2011 - December 2011
Covance Inc August 2009 - May 2011
Covance Inc May 2007 - August 2009
Benecard Services March 2003 - May 2007
American List Council January 2002 - March 2003
American Express Financial Advisors November 2001 - January 2002
RCN Corporation May 2000 - November 2001
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Process Improvement, Data Analysis, Analysis, Accounting, Microsoft Office, Internal Controls
Education
Rider University
Master of Accounting, Fraud & Forensic Accounting
Rider University
Bachelor of Science, Accounting
Billtrust July 2014 - Present
NRG Energy January 2014 - June 2014
Covance Inc January 2012 - January 2014
Covance Inc June 2011 - December 2011
Covance Inc August 2009 - May 2011
Covance Inc May 2007 - August 2009
Benecard Services March 2003 - May 2007
American List Council January 2002 - March 2003
American Express Financial Advisors November 2001 - January 2002
RCN Corporation May 2000 - November 2001
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Process Improvement, Data Analysis, Analysis, Accounting, Microsoft Office, Internal Controls
Education
Rider University
Master of Accounting, Fraud & Forensic Accounting
Rider University
Bachelor of Science, Accounting
Stuart Chip Weier CFP®'s American Express Financial Advisors Experience July 1996 - January 1999
Job Independent Certified Financial Planner®, Weier Financial
Industry Financial Services
Experience
Weier Financial January 1999 - Present
American Express Financial Advisors July 1996 - January 1999
State Street Bank October 1993 - June 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Financial Services, Asset Allocation, Finance, Financial Advisory, Retirement, Insurance
Education
Skidmore College 1989 — 1993
Bachelor of Arts (BA), Business/Economics
Weier Financial January 1999 - Present
American Express Financial Advisors July 1996 - January 1999
State Street Bank October 1993 - June 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Financial Services, Asset Allocation, Finance, Financial Advisory, Retirement, Insurance
Education
Skidmore College 1989 — 1993
Bachelor of Arts (BA), Business/Economics
Tim Lefor's American Express Financial Advisors Experience April 1992 - July 2005
Job Consultant Project Manager for Veritude at Fidelity Investments
Industry Financial Services
Experience
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Linda Brewton's American Express Financial Advisors Experience 2002 - 2004
Job Financial Communications & Investment Professional
Industry Government Administration
Experience
Semtech May 2010 - August 2013
CBRE 2007 - 2009
Red Hat November 2004 - November 2007
American Express Financial Advisors 2002 - 2004
Cisco 1999 - 2002
Skills
Investor Relations, Writing, Public Speaking, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Internal Communications, Strategic Communications, Marketing, Relationship Management, Strategic Financial..., Strategic Planning, Corporate Finance, Investment Management, Corporate Communications, Analysis, Finance, Mergers & Acquisitions, Management, Competitive Analysis, Capital Markets, Executive Management, Leadership, Start-ups, Cross-functional Team..., Due Diligence, Venture Capital, Communication Skills, Risk Management, Marketing Communications, Business Development, Entrepreneurship, Private Equity, Strategic Partnerships, Business Strategy, Business Planning, Corporate Development, Market Research, Restructuring, Analytics, Consulting, Fundraising, Management Consulting, Forecasting, Business Process, Asset Management, Financial Services, Strategy
Education
San Diego State University-California State University
MBA
University of California, Irvine
Semtech May 2010 - August 2013
CBRE 2007 - 2009
Red Hat November 2004 - November 2007
American Express Financial Advisors 2002 - 2004
Cisco 1999 - 2002
Skills
Investor Relations, Writing, Public Speaking, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Internal Communications, Strategic Communications, Marketing, Relationship Management, Strategic Financial..., Strategic Planning, Corporate Finance, Investment Management, Corporate Communications, Analysis, Finance, Mergers & Acquisitions, Management, Competitive Analysis, Capital Markets, Executive Management, Leadership, Start-ups, Cross-functional Team..., Due Diligence, Venture Capital, Communication Skills, Risk Management, Marketing Communications, Business Development, Entrepreneurship, Private Equity, Strategic Partnerships, Business Strategy, Business Planning, Corporate Development, Market Research, Restructuring, Analytics, Consulting, Fundraising, Management Consulting, Forecasting, Business Process, Asset Management, Financial Services, Strategy
Education
San Diego State University-California State University
MBA
University of California, Irvine
Patty Geray's American Express Financial Advisors Experience 1999 - 2001
Job Vice President Accounting Operations at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2001 - Present
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors July 1993 - July 1999
Education
College of St. Catherine
BA, Accounting and Economics
Ameriprise Financial July 2001 - Present
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors July 1993 - July 1999
Education
College of St. Catherine
BA, Accounting and Economics
Thomas Burkhart, CRPC's American Express Financial Advisors Experience October 1999 - September 2003
Job Regional Sales Director Retirement Plans
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2010 - November 2014
RiverSource Life Insurance Co. March 2004 - June 2010
American Express Financial Advisors October 1999 - September 2003
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, Wealth Management, Retirement, Strategic Financial..., FINRA, Financial Planning, Series 63, Leadership, Series 6, Insurance, Series 7, Business Analysis, IRAs, Relationship Management
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor, Retirement Plans
South Dakota State University 1991 — 1996
Bachelor’s Degree, Business Economics
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2010 - November 2014
RiverSource Life Insurance Co. March 2004 - June 2010
American Express Financial Advisors October 1999 - September 2003
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, Wealth Management, Retirement, Strategic Financial..., FINRA, Financial Planning, Series 63, Leadership, Series 6, Insurance, Series 7, Business Analysis, IRAs, Relationship Management
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor, Retirement Plans
South Dakota State University 1991 — 1996
Bachelor’s Degree, Business Economics
Peggy Talbot's American Express Financial Advisors Experience 1979 - 2005
Job Senior Operations Support Manager at United Health Group Optum IT
Industry Information Technology and Services
Experience
United Health Group - Optum IT January 2015 - Present
University of Minnesota November 2012 - November 2014
University of Minnesota 2005 - 2012
American Express Financial Advisors 1979 - 2005
Skills
Process Improvement, Business Analysis, Vendor Management, Project Management, IT Strategy, Management, Integration, Program Management, Change Management, Visio, Leadership, Project Planning, Troubleshooting, Cross-functional Team..., Strategic Planning, Customer Service, IT Management, SDLC, Microsoft Office, IT Service Management, ITIL, Six Sigma, Coaching, Governance, Business Process..., Team Leadership, Software Documentation, SharePoint, Project Portfolio..., Data Analysis, Risk Management, Business Process, Analysis, Business Intelligence, System Administration
Education
St. Catherine University
Accounting and Business/Management
United Health Group - Optum IT January 2015 - Present
University of Minnesota November 2012 - November 2014
University of Minnesota 2005 - 2012
American Express Financial Advisors 1979 - 2005
Skills
Process Improvement, Business Analysis, Vendor Management, Project Management, IT Strategy, Management, Integration, Program Management, Change Management, Visio, Leadership, Project Planning, Troubleshooting, Cross-functional Team..., Strategic Planning, Customer Service, IT Management, SDLC, Microsoft Office, IT Service Management, ITIL, Six Sigma, Coaching, Governance, Business Process..., Team Leadership, Software Documentation, SharePoint, Project Portfolio..., Data Analysis, Risk Management, Business Process, Analysis, Business Intelligence, System Administration
Education
St. Catherine University
Accounting and Business/Management
Michelle Muhich's American Express Financial Advisors Experience 1978 - 2011
Job Retired from Ameriprise
Industry Financial Services
Experience
Ameriprise Financial June 1978 - August 2011
American Express Financial Advisors 1978 - 2011
Education
University of St. Thomas - Opus College of Business 1979 — 1983
MBA, Business
St. Catherine University 1974 — 1978
BA, Accounting
Roosevelt High School 1970 — 1974
Ameriprise Financial June 1978 - August 2011
American Express Financial Advisors 1978 - 2011
Education
University of St. Thomas - Opus College of Business 1979 — 1983
MBA, Business
St. Catherine University 1974 — 1978
BA, Accounting
Roosevelt High School 1970 — 1974
Neil Ridgley's American Express Financial Advisors Experience 2001 - 2001
Job Sr. Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Comerica Bank March 2008 - June 2013
Regions Bank March 2007 - March 2008
JPMorgan 2001 - 2006
American Express Financial Advisors 2001 - 2001
Education
Sam Houston State University 2002 — 2004
BBA, Marketing
Greenville High School 1992 — 1996
JPMorgan Chase May 2013 - Present
Comerica Bank March 2008 - June 2013
Regions Bank March 2007 - March 2008
JPMorgan 2001 - 2006
American Express Financial Advisors 2001 - 2001
Education
Sam Houston State University 2002 — 2004
BBA, Marketing
Greenville High School 1992 — 1996
Luz Maria Hernandez Davis's American Express Financial Advisors Experience 1983 - 2005
Job strategic communications consultant
Industry Public Relations and Communications
Experience
Self Employed January 2006 - Present
American Express Financial Advisors 1983 - 2005
Ameriprise Financial (formerly American Express Financial Advisors) 1983 - 2003
Ameriprise Financial 1983 - 2003
Education
University of St. Thomas 1985 — 1989
MBA, Marketing
St. Catherine University 1979 — 1983
BA, Journalism & Communications
Self Employed January 2006 - Present
American Express Financial Advisors 1983 - 2005
Ameriprise Financial (formerly American Express Financial Advisors) 1983 - 2003
Ameriprise Financial 1983 - 2003
Education
University of St. Thomas 1985 — 1989
MBA, Marketing
St. Catherine University 1979 — 1983
BA, Journalism & Communications
Judy Peluf's American Express Financial Advisors Experience August 1996 - December 2001
Job Business Systems Analyst (consultant) at Allianz Life
Industry Financial Services
Experience
Allianz Life August 2014 - June 2015
TCF Bank October 2013 - July 2014
Medtronic January 2013 - April 2013
MoneyGram International June 2012 - October 2012
UnitedHealth Group November 2010 - April 2012
Target June 2010 - September 2010
MoneyGram International February 2010 - May 2010
Ameriprise Financial April 2005 - April 2009
Kwik-Sew Pattern Company June 2003 - April 2005
American Express Financial Advisors August 1996 - December 2001
Skills
Financial Services, Testing, Business Requirements, Requirements Gathering, SDLC, Visio, Waterfall, Business Analysis, User Acceptance Testing, Business Process Mapping, Systems Analysis, Requirements Analysis, Business Process Design, Business Process, Process Improvement
Education
St. Cloud State University
AA, Business
Allianz Life August 2014 - June 2015
TCF Bank October 2013 - July 2014
Medtronic January 2013 - April 2013
MoneyGram International June 2012 - October 2012
UnitedHealth Group November 2010 - April 2012
Target June 2010 - September 2010
MoneyGram International February 2010 - May 2010
Ameriprise Financial April 2005 - April 2009
Kwik-Sew Pattern Company June 2003 - April 2005
American Express Financial Advisors August 1996 - December 2001
Skills
Financial Services, Testing, Business Requirements, Requirements Gathering, SDLC, Visio, Waterfall, Business Analysis, User Acceptance Testing, Business Process Mapping, Systems Analysis, Requirements Analysis, Business Process Design, Business Process, Process Improvement
Education
St. Cloud State University
AA, Business
Amanda Price Ransom, CFP®'s American Express Financial Advisors Experience September 2001 - June 2004
Job Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2009 - August 2013
Bank of America July 2004 - April 2009
American Express Financial Advisors September 2001 - June 2004
Sovereign Bank March 1999 - March 2001
Skills
Series 7, Loans, Mortgage Lending, Loan Origination, Financial Advisory, Series 66, Sales, Certified Financial..., Residential Mortgages, Wealth Management, Refinance, Strategic Financial..., Asset Allocation, Banking, Relationship Management, Cash Management, Financial Planners, Personal Financial..., Investments, Finance, Deposits, High Net Worth..., Wealth Management...
Education
Rutgers University-New Brunswick 1999 — 2001
BA, English
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2009 - August 2013
Bank of America July 2004 - April 2009
American Express Financial Advisors September 2001 - June 2004
Sovereign Bank March 1999 - March 2001
Skills
Series 7, Loans, Mortgage Lending, Loan Origination, Financial Advisory, Series 66, Sales, Certified Financial..., Residential Mortgages, Wealth Management, Refinance, Strategic Financial..., Asset Allocation, Banking, Relationship Management, Cash Management, Financial Planners, Personal Financial..., Investments, Finance, Deposits, High Net Worth..., Wealth Management...
Education
Rutgers University-New Brunswick 1999 — 2001
BA, English
Ellen Wolter Perry's American Express Financial Advisors Experience 2003 - 2005
Job Owner at Perry Farms
Industry Farming
Experience
Perry Farms 2007 - Present
Santa Lucia Preserve 2005 - 2007
American Express Financial Advisors 2003 - 2005
Lifestyle Advantage 2001 - 2002
Oracle 1998 - 2001
Stars, The Agency 1994 - 1996
Skills
Series 7, Equities, Banking, Leadership, Sales, Budgets, Management, Strategic Planning, Business Development, Event Planning, Marketing, Business Strategy, Social Media Marketing, New Business Development, Marketing Communications
Education
University of San Francisco 1996 — 1999
BS, BA, Hospitality Management & Business
Salem College 1989 — 1990
Miss Porters School 1985 — 1989
College Prep
All Saints Day School 1977 — 1985
Perry Farms 2007 - Present
Santa Lucia Preserve 2005 - 2007
American Express Financial Advisors 2003 - 2005
Lifestyle Advantage 2001 - 2002
Oracle 1998 - 2001
Stars, The Agency 1994 - 1996
Skills
Series 7, Equities, Banking, Leadership, Sales, Budgets, Management, Strategic Planning, Business Development, Event Planning, Marketing, Business Strategy, Social Media Marketing, New Business Development, Marketing Communications
Education
University of San Francisco 1996 — 1999
BS, BA, Hospitality Management & Business
Salem College 1989 — 1990
Miss Porters School 1985 — 1989
College Prep
All Saints Day School 1977 — 1985
DR. ROBERT MCELRATH, Ed.D.'s American Express Financial Advisors Experience 1997 - 1999
Job Director of Marketing at Frandsen Financial Corporation
Industry Financial Services
Experience
St. Mary's University of Minnesota January 2008 - Present
Frandsen Financial Corporation December 1999 - February 2014
American Express Financial Advisors 1997 - 1999
BHB Marketing Group June 1993 - August 1997
Skills
Marketing Research, Marketing Management, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Customer Service, Advertising, Business Strategy, Competitive Analysis, Process Improvement, Nonprofits, Product Development, Social Media, Market Research
Education
Saint Mary's University of Minnesota 2006 — 2009
Doctor of Education (Ed.D.), Organizational Leadership
University of Saint Thomas - School of Business 1987 — 1989
MBA, Marketing Management
University of Wisconsin-Madison - School of Business
BBA, Marketing and Advertising
St. Mary's University of Minnesota January 2008 - Present
Frandsen Financial Corporation December 1999 - February 2014
American Express Financial Advisors 1997 - 1999
BHB Marketing Group June 1993 - August 1997
Skills
Marketing Research, Marketing Management, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Customer Service, Advertising, Business Strategy, Competitive Analysis, Process Improvement, Nonprofits, Product Development, Social Media, Market Research
Education
Saint Mary's University of Minnesota 2006 — 2009
Doctor of Education (Ed.D.), Organizational Leadership
University of Saint Thomas - School of Business 1987 — 1989
MBA, Marketing Management
University of Wisconsin-Madison - School of Business
BBA, Marketing and Advertising
PAUL KASSOLIS's American Express Financial Advisors Experience 2002 - 2003
Job Vice President, Retail Credit and Small Business Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo June 2010 - Present
Wells Fargo August 2003 - Present
Wells Fargo September 2009 - June 2010
Wells Fargo August 2003 - September 2009
American Express Financial Advisors 2002 - 2003
Skills
Banking, Credit, Series 7, Loans, Finance, Commercial Lending, Credit Analysis, Team Building, Commercial Mortgages, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Mortgage Banking, Loan Origination, Retail Banking, Relationship Management, Portfolio Management, Leadership, Financial Services, Financial Analysis
Education
Salisbury University - Perdue School of Business
Wells Fargo June 2010 - Present
Wells Fargo August 2003 - Present
Wells Fargo September 2009 - June 2010
Wells Fargo August 2003 - September 2009
American Express Financial Advisors 2002 - 2003
Skills
Banking, Credit, Series 7, Loans, Finance, Commercial Lending, Credit Analysis, Team Building, Commercial Mortgages, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Mortgage Banking, Loan Origination, Retail Banking, Relationship Management, Portfolio Management, Leadership, Financial Services, Financial Analysis
Education
Salisbury University - Perdue School of Business
Amanda Ying Li's American Express Financial Advisors Experience September 1998 - February 2001
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2001 - Present
American Express Financial Advisors September 1998 - February 2001
Nations Bank (Bank of America) May 1997 - August 1997
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Finance, Wealth, Mutual Funds
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
Renmin University of China 1991 — 1995
Bachelor, Economics
Edward Jones July 2001 - Present
American Express Financial Advisors September 1998 - February 2001
Nations Bank (Bank of America) May 1997 - August 1997
Skills
Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Investment Strategies, Wealth Management, Investment Advisory, Finance, Wealth, Mutual Funds
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
Renmin University of China 1991 — 1995
Bachelor, Economics
cheryle cafiero's American Express Financial Advisors Experience May 2003 - November 2005
Job Experienced Compliance Professional
Industry Financial Services
Experience
Ameriprise Financial April 2006 - July 2011
American Express Financial Advisors May 2003 - November 2005
American Express Financial Advisors May 1999 - April 2003
American Express Financial Advisors August 1992 - April 2003
Skills
Series 7
Education
Southern New Hampshire University 2006 — 2006
accounting
Ameriprise Financial April 2006 - July 2011
American Express Financial Advisors May 2003 - November 2005
American Express Financial Advisors May 1999 - April 2003
American Express Financial Advisors August 1992 - April 2003
Skills
Series 7
Education
Southern New Hampshire University 2006 — 2006
accounting
Nicholas Abelow's American Express Financial Advisors Experience March 2004 - February 2006
Job Partner at Abelow, Pratt, & Associates Financial Advisors & Wealth Management
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
Carter B. Allen's American Express Financial Advisors Experience August 1999 - December 2001
Job Vice President, Sales & Business Development at Med One Capital Inc
Industry Financial Services
Experience
Med One Capital Inc January 2002 - Present
American Express Financial Advisors August 1999 - December 2001
Skills
Sales Management, Account Management, New Business Development, Financial Analysis, Marketing Strategy
Education
University of Utah 1995 — 1999
BS, Finance - David Eccles School of Business
Snow College 1992 — 1993
Science
Med One Capital Inc January 2002 - Present
American Express Financial Advisors August 1999 - December 2001
Skills
Sales Management, Account Management, New Business Development, Financial Analysis, Marketing Strategy
Education
University of Utah 1995 — 1999
BS, Finance - David Eccles School of Business
Snow College 1992 — 1993
Science
Christo Terzidis, CRPC®'s American Express Financial Advisors Experience 1999 - 2005
Job Financial Consultant at EDGE Insurance Consulting Group
Industry Investment Management
Experience
EDGE Insurance Consulting Group February 2015 - Present
Oaktree Capital Management January 2014 - December 2014
ING Investment Management March 2010 - December 2013
AIG INVESTMENTS 2008 - 2010
UBS FINANCIAL SERVICES, INC 2005 - 2008
American Express Financial Advisors 1999 - 2005
DLJ DIRECT 1999 - 1999
NY LIFE ASSET MANAGEMENT 1997 - 1999
Skills
Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Compliance
Education
University of Maryland College Park 1994 — 1996
B.A. Psychology, Psychology
Rockland Community College 1992 — 1994
Associate's degree, Psychology
EDGE Insurance Consulting Group February 2015 - Present
Oaktree Capital Management January 2014 - December 2014
ING Investment Management March 2010 - December 2013
AIG INVESTMENTS 2008 - 2010
UBS FINANCIAL SERVICES, INC 2005 - 2008
American Express Financial Advisors 1999 - 2005
DLJ DIRECT 1999 - 1999
NY LIFE ASSET MANAGEMENT 1997 - 1999
Skills
Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Compliance
Education
University of Maryland College Park 1994 — 1996
B.A. Psychology, Psychology
Rockland Community College 1992 — 1994
Associate's degree, Psychology
Phil Heidkamp's American Express Financial Advisors Experience 2002 - 2002
Job Managing Director, Compliance at Societe Generale
Industry Investment Banking
Experience
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Bryce Christensen's American Express Financial Advisors Experience June 2000 - September 2002
Job RMA Technican at Control4
Industry Consumer Electronics
Experience
Control4 October 2012 - Present
Nemko-CCL October 2010 - Present
Christensen Heating July 2010 - October 2010
Fidelity Investments October 2006 - June 2007
American Express Financial Advisors June 2000 - September 2002
Sears January 1996 - August 2002
Skills
Process Improvement
Education
Salt Lake Community College
AAS, Electronic Technology
Salt Lake Community College
AS, General Studies
Control4 October 2012 - Present
Nemko-CCL October 2010 - Present
Christensen Heating July 2010 - October 2010
Fidelity Investments October 2006 - June 2007
American Express Financial Advisors June 2000 - September 2002
Sears January 1996 - August 2002
Skills
Process Improvement
Education
Salt Lake Community College
AAS, Electronic Technology
Salt Lake Community College
AS, General Studies
Henry Williams's American Express Financial Advisors Experience September 1998 - December 2001
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
All Star Baseball Academy January 2012 - April 2015
PHH Mortgage 2001 - 2010
American Express Financial Advisors September 1998 - December 2001
Florida Marlins 1997-1998 1997 - 1998
Education
Rowan University 1995 — 1997
Finance, Accounting and Finance
Highland
Ameriprise Financial January 2010 - Present
All Star Baseball Academy January 2012 - April 2015
PHH Mortgage 2001 - 2010
American Express Financial Advisors September 1998 - December 2001
Florida Marlins 1997-1998 1997 - 1998
Education
Rowan University 1995 — 1997
Finance, Accounting and Finance
Highland
Kristen Dileo's American Express Financial Advisors Experience 1999 - 2000
Job Channel Account Manager at OKI
Industry Marketing and Advertising
Experience
Oki Data Americas, Inc. November 2012 - Present
Oki Data Americas, Inc. May 2007 - October 2011
Canon Financial Services, Inc. 2006 - May 2007
Canon Financial Services, Inc. 2005 - 2006
Canon Financial Services, Inc. 2004 - 2005
Canon Financial Services, Inc. 2000 - 2004
American Express Financial Advisors 1999 - 2000
Skills
Channel Marketing, Marketing Management, Marketing Strategy, Product Marketing, Budgeting, Account Management, Financial Reporting, Customer Relations, Credit, Distribution Management, marketing plans, marketing contracts, Vendor Relations, Budgets, Customer Service, Multi-channel Marketing, Email Marketing, Marketing, Management, Sales, Sales Management, Leadership
Education
Rowan University 2003 — 2005
MBA
The College of New Jersey 1995 — 1999
BS, Finance, Marketing
Oki Data Americas, Inc. November 2012 - Present
Oki Data Americas, Inc. May 2007 - October 2011
Canon Financial Services, Inc. 2006 - May 2007
Canon Financial Services, Inc. 2005 - 2006
Canon Financial Services, Inc. 2004 - 2005
Canon Financial Services, Inc. 2000 - 2004
American Express Financial Advisors 1999 - 2000
Skills
Channel Marketing, Marketing Management, Marketing Strategy, Product Marketing, Budgeting, Account Management, Financial Reporting, Customer Relations, Credit, Distribution Management, marketing plans, marketing contracts, Vendor Relations, Budgets, Customer Service, Multi-channel Marketing, Email Marketing, Marketing, Management, Sales, Sales Management, Leadership
Education
Rowan University 2003 — 2005
MBA
The College of New Jersey 1995 — 1999
BS, Finance, Marketing
Pamela Furlong's American Express Financial Advisors Experience September 1992 - October 1999
Job Executive Administrative Assistant Looking for Job
Industry Information Technology and Services
Experience
Hitachi Data Systems March 2001 - Present
Hitachi Data Systems 2007 - May 2014
Hitachi Data Systems March 2001 - May 2013
Oak Grove School Districts April 2000 - February 2001
American Express Financial Advisors September 1992 - October 1999
Skills
Recruiting, Vendor Management, Budgets, Program Management, Project Management, Process Improvement, Management, Salesforce.com, Cross-functional Team..., Administrative..., Event Planning, Six-Sigma Green Belt, Training & Development, Customer Service, Meeting Management, Recordkeeping, Audit Support, PowerPoint, Employee Engagement, Travel Planning, Leadership, Software Documentation, Training, Team Building, Administrative..., Event Management
Education
San Jose City College 1992 — 1994
AS, Liberal Studies
Hitachi Data Systems March 2001 - Present
Hitachi Data Systems 2007 - May 2014
Hitachi Data Systems March 2001 - May 2013
Oak Grove School Districts April 2000 - February 2001
American Express Financial Advisors September 1992 - October 1999
Skills
Recruiting, Vendor Management, Budgets, Program Management, Project Management, Process Improvement, Management, Salesforce.com, Cross-functional Team..., Administrative..., Event Planning, Six-Sigma Green Belt, Training & Development, Customer Service, Meeting Management, Recordkeeping, Audit Support, PowerPoint, Employee Engagement, Travel Planning, Leadership, Software Documentation, Training, Team Building, Administrative..., Event Management
Education
San Jose City College 1992 — 1994
AS, Liberal Studies
Anatole Paraka's American Express Financial Advisors Experience January 2003 - December 2003
Job Mechanical or Industrial Engineering Professional
Industry Mechanical or Industrial Engineering
Experience
Alstom Transport January 2004 - March 2010
American Express Financial Advisors January 2003 - December 2003
SPX Corporation January 1986 - October 2002
Education
Rochester Institute of Technology
B.S, MECHANICAL ENGINEERING
Alstom Transport January 2004 - March 2010
American Express Financial Advisors January 2003 - December 2003
SPX Corporation January 1986 - October 2002
Education
Rochester Institute of Technology
B.S, MECHANICAL ENGINEERING
Todd Sizer's American Express Financial Advisors Experience December 1994 - March 2002
Job Account Manager
Industry Computer Software
Experience
Henry Schein Medical Systems January 2015 - Present
Henry Schein Medical Systems April 2011 - January 2015
Erie Business Center-New Castle Campus April 2005 - April 2011
Erie Business Center-New Castle Campus April 2005 - April 2011
Erie Business Center-New Castle Campus April 2005 - April 2011
New Castle School of Trades March 2002 - April 2005
American Express Financial Advisors December 1994 - March 2002
F.N.Wolf & Co.-Hibbard Brown & Co. June 1991 - December 1994
Skills
Windows, Troubleshooting, Customer Service, Sales Management, SaaS, Project Management, CRM, Solution Selling, Team Leadership, Microsoft Office, Software Development, Strategic Planning, EMR Training, Post Go Live Support, Go Live Support, Template Building, Template Creation, Custom Templates, Clinical Systems..., Clinical Workflow, Patient Portal, eRx
Education
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science, Information Systems
Henry Schein Medical Systems January 2015 - Present
Henry Schein Medical Systems April 2011 - January 2015
Erie Business Center-New Castle Campus April 2005 - April 2011
Erie Business Center-New Castle Campus April 2005 - April 2011
Erie Business Center-New Castle Campus April 2005 - April 2011
New Castle School of Trades March 2002 - April 2005
American Express Financial Advisors December 1994 - March 2002
F.N.Wolf & Co.-Hibbard Brown & Co. June 1991 - December 1994
Skills
Windows, Troubleshooting, Customer Service, Sales Management, SaaS, Project Management, CRM, Solution Selling, Team Leadership, Microsoft Office, Software Development, Strategic Planning, EMR Training, Post Go Live Support, Go Live Support, Template Building, Template Creation, Custom Templates, Clinical Systems..., Clinical Workflow, Patient Portal, eRx
Education
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science, Information Systems
Claciann Oliva's American Express Financial Advisors Experience January 2004 - January 2005
Job Marketing & Sales Manager at ServiceMagic
Industry Online Media
Experience
Home Advisor October 2010 - Present
Crawford Broadcasting Company January 2006 - Present
Home Advisor April 2008 - October 2010
Northwestern Mutual January 2006 - January 2007
Prudential Financial January 2005 - January 2006
American Express Financial Advisors January 2004 - January 2005
American Express Financial Services January 2002 - January 2003
Beaverton Infiniti January 1998 - January 2002
Quality Dealerships January 1996 - January 1997
Quality Dealerships January 1990 - January 1996
Skills
Budgets, Email Marketing, Online Marketing, Sales Management, Social Media, Sales Process, Account Management, Management, Business Development, Marketing, Customer Acquisition, Microsoft Office, Team Building, PPC, Sales, Customer Retention, SEM, SEO, Selling, Social Media Marketing, New Business Development, Customer Service, Lead Generation, Social Networking, B2B, Strategic Partnerships, Online Advertising, Training, Cold Calling, Sales Operations, Direct Sales, Strategic Planning, Coaching, Project Planning, Team Leadership, Product Management, Advertising, Sales Presentations, Marketing Strategy, Customer Satisfaction, Salesforce.com, Advertising Sales
Education
University of Copenhagen 1986 — 1988
Political Science and Government
Scottsdale Community College
Home Advisor October 2010 - Present
Crawford Broadcasting Company January 2006 - Present
Home Advisor April 2008 - October 2010
Northwestern Mutual January 2006 - January 2007
Prudential Financial January 2005 - January 2006
American Express Financial Advisors January 2004 - January 2005
American Express Financial Services January 2002 - January 2003
Beaverton Infiniti January 1998 - January 2002
Quality Dealerships January 1996 - January 1997
Quality Dealerships January 1990 - January 1996
Skills
Budgets, Email Marketing, Online Marketing, Sales Management, Social Media, Sales Process, Account Management, Management, Business Development, Marketing, Customer Acquisition, Microsoft Office, Team Building, PPC, Sales, Customer Retention, SEM, SEO, Selling, Social Media Marketing, New Business Development, Customer Service, Lead Generation, Social Networking, B2B, Strategic Partnerships, Online Advertising, Training, Cold Calling, Sales Operations, Direct Sales, Strategic Planning, Coaching, Project Planning, Team Leadership, Product Management, Advertising, Sales Presentations, Marketing Strategy, Customer Satisfaction, Salesforce.com, Advertising Sales
Education
University of Copenhagen 1986 — 1988
Political Science and Government
Scottsdale Community College
Dr. Pamela (Suddaby) Huebner, PsyD, MSA's American Express Financial Advisors Experience 1996 - 1997
Job Psychologist ◆ Performance Consultant ◆
Industry Mental Health Care
Experience
Pamela Huebner, PsyD, LLC 2006 - Present
The Consortium of the Clifford Beers Clinic 2002 - 2008
Child Guidance Center of Greater Bridgeport 2001 - 2002
Southern Connecticut State University 1998 - 2000
American Express Financial Advisors 1996 - 1997
City of Bridgeport 1993 - 1996
New York Times Magazine Group-Sports/Leisure Division 1989 - 1992
People’s Bank 1986 - 1989
Stolt Nielsen Inc. 1984 - 1986
National Semiconductor Corporation 1982 - 1984
Skills
Psychological Assessment, Clinical Supervision, Training, Clinical Psychology, Emotional Intelligence, Strategic Planning, Life Transitions, Statistics, Research, Mental Health, Psychological Testing, Financial Analysis, Psychotherapy, Psychology, Treatment, Clinical Research, CBT, Program Development
Education
University of Hartford
Psy.D., Clinical Psychology
University of Hartford
MA, Clinical Psychology
Southern Connecticut State University
MA, General Psychology
Western Connecticut State University
MSA, Business Admininstration and Accounting
Western Connecticut State University
BA, Speech Communications/Theatre Arts
Pamela Huebner, PsyD, LLC 2006 - Present
The Consortium of the Clifford Beers Clinic 2002 - 2008
Child Guidance Center of Greater Bridgeport 2001 - 2002
Southern Connecticut State University 1998 - 2000
American Express Financial Advisors 1996 - 1997
City of Bridgeport 1993 - 1996
New York Times Magazine Group-Sports/Leisure Division 1989 - 1992
People’s Bank 1986 - 1989
Stolt Nielsen Inc. 1984 - 1986
National Semiconductor Corporation 1982 - 1984
Skills
Psychological Assessment, Clinical Supervision, Training, Clinical Psychology, Emotional Intelligence, Strategic Planning, Life Transitions, Statistics, Research, Mental Health, Psychological Testing, Financial Analysis, Psychotherapy, Psychology, Treatment, Clinical Research, CBT, Program Development
Education
University of Hartford
Psy.D., Clinical Psychology
University of Hartford
MA, Clinical Psychology
Southern Connecticut State University
MA, General Psychology
Western Connecticut State University
MSA, Business Admininstration and Accounting
Western Connecticut State University
BA, Speech Communications/Theatre Arts
Kallie Orlova's American Express Financial Advisors Experience April 2002 - April 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
Gerten Greenhouses July 1997 - January 2010
American Express Financial Advisors April 2002 - April 2005
Education
St. Catherine University 1997 — 2001
BA, History, emphasis in business
Gerten Greenhouses July 1997 - January 2010
American Express Financial Advisors April 2002 - April 2005
Education
St. Catherine University 1997 — 2001
BA, History, emphasis in business
Paula L. Montgomery's American Express Financial Advisors Experience March 1996 - April 1997
Job Financial Consultant, RE Broker, Principal
Industry Investment Management
Experience
Park Blue Investments March 1995 - Present
American Express Financial Advisors March 1996 - April 1997
Allstate May 1986 - November 1995
Morgan Stanley April 1983 - May 1986
Skills
Investment Properties, Investors, Asset Management, Real Estate, Real Estate Investment, Investments, Property Management, Asset, REO, Insurance, Negotiation
Education
San Diego State University-California State University 1978 — 1983
BA, Psychology, Business
Park Blue Investments March 1995 - Present
American Express Financial Advisors March 1996 - April 1997
Allstate May 1986 - November 1995
Morgan Stanley April 1983 - May 1986
Skills
Investment Properties, Investors, Asset Management, Real Estate, Real Estate Investment, Investments, Property Management, Asset, REO, Insurance, Negotiation
Education
San Diego State University-California State University 1978 — 1983
BA, Psychology, Business
Brian Ahlbrecht's American Express Financial Advisors Experience 1996 - 2001
Job Principal Enterprise Architect at Honeywell Automation Control
Industry Information Technology and Services
Experience
Honeywell Automation and Control Solutions July 2001 - Present
American Express Financial Advisors 1996 - 2001
ING Financial Services 1995 - 1997
Cargill 1993 - 1995
Skills
Enterprise Architecture, Solution Architecture, IT Strategy, SOA, SDLC, Requirements Analysis, System Architecture, IT Management, Software Development, Software Project..., Architectures, Business Intelligence, Cloud Computing, Architecture, Enterprise Software, Web Services, Mobile Device Management, Mobile Devices, SaaS, Agile Methodologies, Security, Business Architecture, RUP, Mobile Technology, TOGAF, UML, Agile, Database Design, Information Management, Windows Azure, SQL Azure, IOT, Statistical Data..., Big Data Analytics
Education
St. Cloud State University 1988 — 1992
Honeywell Automation and Control Solutions July 2001 - Present
American Express Financial Advisors 1996 - 2001
ING Financial Services 1995 - 1997
Cargill 1993 - 1995
Skills
Enterprise Architecture, Solution Architecture, IT Strategy, SOA, SDLC, Requirements Analysis, System Architecture, IT Management, Software Development, Software Project..., Architectures, Business Intelligence, Cloud Computing, Architecture, Enterprise Software, Web Services, Mobile Device Management, Mobile Devices, SaaS, Agile Methodologies, Security, Business Architecture, RUP, Mobile Technology, TOGAF, UML, Agile, Database Design, Information Management, Windows Azure, SQL Azure, IOT, Statistical Data..., Big Data Analytics
Education
St. Cloud State University 1988 — 1992
Michael Trotter's American Express Financial Advisors Experience August 2003 - January 2004
Job Territory Manager and Field Sales Trainer
Industry Medical Devices
Experience
ConvaTec January 2013 - Present
Tiber Laboratories/Mission Pharmacal October 2007 - January 2013
Hertz Equipment Rental April 2005 - October 2007
Orlando Predators September 2001 - May 2005
American Express Financial Advisors August 2003 - January 2004
Foot Locker December 1996 - December 2002
Skills
Top performer, Leader, Experienced, Hiring, Pharmaceutical Sales, Sales Management, Consultative Selling, B2B, Industrial Sector, Dermatology, Psychiatry, Neurology, Pediatrics, Direct Sales, Sales, Leadership, Managed Care, Selling, Medical Devices, Management, Sales Presentations, Selling Skills, Hospitals, Recruiting, Sales Force Development, Product Launch, Sales Operations, Urology, Medical Sales, Orthopedic, Surgeons, Pharmaceutical Industry, Wound Care, Territory Development, Operating Room, Disposables, Market Development, Vascular, Neurosurgery, Interventional..., Cold Calling, Healthcare, Account Management, Orthopedics, Awesomeness
Education
Rollins College 2003 — 2004
Bachelor's Degree, Economics Major Business Minor, 3.14 GPA Cummulative
Valencia College 1999 — 2002
2002 Associate of Arts, Business and Finance
Dr. Phillips High School 1995 — 1999
Diploma, Business/Managerial Economics
ConvaTec January 2013 - Present
Tiber Laboratories/Mission Pharmacal October 2007 - January 2013
Hertz Equipment Rental April 2005 - October 2007
Orlando Predators September 2001 - May 2005
American Express Financial Advisors August 2003 - January 2004
Foot Locker December 1996 - December 2002
Skills
Top performer, Leader, Experienced, Hiring, Pharmaceutical Sales, Sales Management, Consultative Selling, B2B, Industrial Sector, Dermatology, Psychiatry, Neurology, Pediatrics, Direct Sales, Sales, Leadership, Managed Care, Selling, Medical Devices, Management, Sales Presentations, Selling Skills, Hospitals, Recruiting, Sales Force Development, Product Launch, Sales Operations, Urology, Medical Sales, Orthopedic, Surgeons, Pharmaceutical Industry, Wound Care, Territory Development, Operating Room, Disposables, Market Development, Vascular, Neurosurgery, Interventional..., Cold Calling, Healthcare, Account Management, Orthopedics, Awesomeness
Education
Rollins College 2003 — 2004
Bachelor's Degree, Economics Major Business Minor, 3.14 GPA Cummulative
Valencia College 1999 — 2002
2002 Associate of Arts, Business and Finance
Dr. Phillips High School 1995 — 1999
Diploma, Business/Managerial Economics
Katrice Farmer's American Express Financial Advisors Experience May 2003 - December 2003
Job Executive Assistant at HSBC
Industry Financial Services
Experience
HSBC November 2004 - Present
U.S. Cellular March 2004 - June 2010
American Express Financial Advisors May 2003 - December 2003
American Express Financial Services 2001 - 2003
Skills
Proven Decisive..., Self-Motivated, Outstanding Human..., Human Resources, Project Management, Office Management, Assertiveness, Events Coordination
Education
University of Phoenix 2007 — 2012
Business Administration
Southern Illinois University, Carbondale 1993 — 1997
Psychology
HSBC November 2004 - Present
U.S. Cellular March 2004 - June 2010
American Express Financial Advisors May 2003 - December 2003
American Express Financial Services 2001 - 2003
Skills
Proven Decisive..., Self-Motivated, Outstanding Human..., Human Resources, Project Management, Office Management, Assertiveness, Events Coordination
Education
University of Phoenix 2007 — 2012
Business Administration
Southern Illinois University, Carbondale 1993 — 1997
Psychology
Jaison Kurichi's American Express Financial Advisors Experience April 1999 - December 1999
Job Associate Vice President for Budget at Temple University
Industry Higher Education
Experience
Temple University December 2013 - Present
Temple University July 2008 - November 2013
College of Liberal Arts, Temple University August 2006 - June 2008
Temple University December 1999 - July 2006
American Express Financial Advisors April 1999 - December 1999
Merrill Lynch Asset Management June 1997 - March 1999
Skills
Analysis, Financial Modeling, Access, Accounting, Financial Analysis, Managerial Finance, Budgets, Budget Process, Variance Analysis, Finance, Financial Accounting, Financial Reporting, Accounts Receivable, Capital Budgeting, Leadership Development, Budget Development, RCM, General Ledger, Strategic Planning, Higher Education, Data Analysis, Leadership, Nonprofits
Education
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Temple University December 2013 - Present
Temple University July 2008 - November 2013
College of Liberal Arts, Temple University August 2006 - June 2008
Temple University December 1999 - July 2006
American Express Financial Advisors April 1999 - December 1999
Merrill Lynch Asset Management June 1997 - March 1999
Skills
Analysis, Financial Modeling, Access, Accounting, Financial Analysis, Managerial Finance, Budgets, Budget Process, Variance Analysis, Finance, Financial Accounting, Financial Reporting, Accounts Receivable, Capital Budgeting, Leadership Development, Budget Development, RCM, General Ledger, Strategic Planning, Higher Education, Data Analysis, Leadership, Nonprofits
Education
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Bonnie Sweningson's American Express Financial Advisors Experience January 1998 - January 2004
Job Senior Business Analyst at the State of Minnesota, MN IT
Industry Financial Services
Experience
State of Minnesota, MN IT September 2013 - Present
Ameriprise Financial January 2006 - March 2013
Ameriprise Financial Services, Inc. 1998 - March 2013
Ameriprise Financial January 2004 - January 2006
American Express Financial Advisors January 1998 - January 2004
Johnson Institute January 1994 - January 1998
Johnson Institure 1994 - 1998
Enterprise National Bank of Sarasota 1991 - 1994
Skills
Microsoft Office, Communication, Requirements Analysis, Testing, Project Coordination, Business Analysis, Leadership, Business Process, Teaching, Administrative..., Building Relationships, Visio, Analysis, Requirements Gathering
Education
St. Cloud State University 1980 — 1984
Bachelor of Science (B.S.), English Language and Literature, General
State of Minnesota, MN IT September 2013 - Present
Ameriprise Financial January 2006 - March 2013
Ameriprise Financial Services, Inc. 1998 - March 2013
Ameriprise Financial January 2004 - January 2006
American Express Financial Advisors January 1998 - January 2004
Johnson Institute January 1994 - January 1998
Johnson Institure 1994 - 1998
Enterprise National Bank of Sarasota 1991 - 1994
Skills
Microsoft Office, Communication, Requirements Analysis, Testing, Project Coordination, Business Analysis, Leadership, Business Process, Teaching, Administrative..., Building Relationships, Visio, Analysis, Requirements Gathering
Education
St. Cloud State University 1980 — 1984
Bachelor of Science (B.S.), English Language and Literature, General
Scott Rubin, CFA's American Express Financial Advisors Experience October 2004 - June 2005
Job Director of Research at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Portfolio Evaluations, Inc. October 2011 - Present
Portfolio Evaluations, Inc. December 2008 - October 2011
Scottrade August 2005 - December 2008
American Express Financial Advisors October 2004 - June 2005
Education
Rutgers University 2006 — 2008
Master of Business Administration (MBA), Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.