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
Natalie Dunn Natalie Dunn's American Express Financial Advisors Experience March 2000 - January 2001
Job Senior Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2001 - Present
American Express Financial Advisors March 2000 - January 2001
Education
The University of Dallas
MBA, Financial Services
Stephen F. Austin State University 1995 — 1999
BBA, General Business
Fidelity Investments January 2001 - Present
American Express Financial Advisors March 2000 - January 2001
Education
The University of Dallas
MBA, Financial Services
Stephen F. Austin State University 1995 — 1999
BBA, General Business
Joshua Rogers Joshua Rogers's American Express Financial Advisors Experience 1999 - 2004
Job Founder & CEO of Arete Wealth Management, LLC
Industry Financial Services
Experience
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Bryan Hedges Bryan Hedges's American Express Financial Advisors Experience February 1997 - August 1998
Job Regional Manager Houston
Industry Information Technology and Services
Experience
Atradius August 2015 - Present
Recall January 2015 - August 2015
Recall August 2010 - January 2015
Rentsys Recovery Services August 1998 - March 2010
American Express Financial Advisors February 1997 - August 1998
Fastenal September 1994 - February 1997
Skills
Document Management, Customer Relations, Solution Design, Sales Management, Contract Negotiation, Customer Service, Business Continuity, Solution Architecture, Solution Selling, Account Management, Disaster Recovery, Process Improvement, Risk Management, SaaS, Program Management, Data Center, Sales, Professional Services, Direct Sales, Team Leadership, Integration, Management, Project Management, CRM, Sales Presentations, Salesforce.com, Enterprise Software, Cold Calling, Vendor Management, Cloud Computing, Lead Generation, Outsourcing, Selling, Managed Services, Sales Process, Strategic Partnerships, Channel Partners, Business Development, New Business Development, Sales Operations, B2B, Strategy, Key Account Management, Customer Retention, Networking
Education
Texas A&M University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Lufkin High School 1987 — 1990
Atradius August 2015 - Present
Recall January 2015 - August 2015
Recall August 2010 - January 2015
Rentsys Recovery Services August 1998 - March 2010
American Express Financial Advisors February 1997 - August 1998
Fastenal September 1994 - February 1997
Skills
Document Management, Customer Relations, Solution Design, Sales Management, Contract Negotiation, Customer Service, Business Continuity, Solution Architecture, Solution Selling, Account Management, Disaster Recovery, Process Improvement, Risk Management, SaaS, Program Management, Data Center, Sales, Professional Services, Direct Sales, Team Leadership, Integration, Management, Project Management, CRM, Sales Presentations, Salesforce.com, Enterprise Software, Cold Calling, Vendor Management, Cloud Computing, Lead Generation, Outsourcing, Selling, Managed Services, Sales Process, Strategic Partnerships, Channel Partners, Business Development, New Business Development, Sales Operations, B2B, Strategy, Key Account Management, Customer Retention, Networking
Education
Texas A&M University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Lufkin High School 1987 — 1990
Kris Petersen Kris Petersen's American Express Financial Advisors Experience 1997 - 2005
Job President Product Development and Marketing think2perform (formerly Lennick Aberman Group)
Industry Management Consulting
Experience
Think2Perform (formerly Lennick Aberman Group) January 2011 - Present
Patpatia & Associates January 2011 - Present
Ameriprise Financial 2005 - October 2010
American Express Financial Advisors 1997 - 2005
US Bank 1994 - 1997
Marquette Consulting 1988 - 1994
Green Tree Acceptance Corporation 1987 - 1988
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Leadership, Management Consulting, Business Strategy, Financial Services, Strategic Planning, Strategy, Values-based Leadership, Financial Planning, Consulting, Team Building
Education
University of St. Thomas 1991 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1983 — 1987
BS, Finance
Think2Perform (formerly Lennick Aberman Group) January 2011 - Present
Patpatia & Associates January 2011 - Present
Ameriprise Financial 2005 - October 2010
American Express Financial Advisors 1997 - 2005
US Bank 1994 - 1997
Marquette Consulting 1988 - 1994
Green Tree Acceptance Corporation 1987 - 1988
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Leadership, Management Consulting, Business Strategy, Financial Services, Strategic Planning, Strategy, Values-based Leadership, Financial Planning, Consulting, Team Building
Education
University of St. Thomas 1991 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1983 — 1987
BS, Finance
Bill Bayreuther, CFRE Bill Bayreuther, CFRE's American Express Financial Advisors Experience 1994 - 1995
Job Principal at William A. Bayreuther Grant Writing
Industry Nonprofit Organization Management
Experience
William A. Bayreuther Grant Writing 2006 - Present
Town of Readfield, Maine 2007 - 2013
Downeast Lakes Land Trust 2007 - 2009
Natural Resources Council of Maine 2000 - 2006
Natural Resources Council of Maine 1995 - 2000
American Express Financial Advisors 1994 - 1995
Spring Point Museum 1990 - 1993
Penobscot Marine Museum 1987 - 1990
USS Constitution Museum Foundation 1985 - 1987
Skills
Grant Writing, Grants, Fundraising, Non-profits, Proposal Writing, Editing, Nonprofits, Philanthropy, Grant Research, Teaching, Newsletters, Archaeology, Budgets, Stewardship, Environmental Education, Non-profit Consulting, Environmental Awareness, Conservation Issues, Annual Giving, Program Development, Prospect Research, Coalitions, Social Media, Public Speaking, Public Relations, Leadership, Planned Giving, Board Development, Volunteer Management, Community Development, Community Outreach, Non-profit..., Research, Museums, Higher Education, Endowments, Alumni Relations, Community Organizing, Board Relations, Non-profit Board..., Government, Historic Preservation, Board Governance, Grassroots Organizing, Non-profit Leadership, Program Evaluation, Non-profit Management, Project Management, Grantmaking, Non-profit Training
Education
Texas A&M University 1980 — 1983
All but thesis for M.A., Anthropology
University of Vermont 1973 — 1977
B.A., Anthropology and English
Chatham High School 1969 — 1973
William A. Bayreuther Grant Writing 2006 - Present
Town of Readfield, Maine 2007 - 2013
Downeast Lakes Land Trust 2007 - 2009
Natural Resources Council of Maine 2000 - 2006
Natural Resources Council of Maine 1995 - 2000
American Express Financial Advisors 1994 - 1995
Spring Point Museum 1990 - 1993
Penobscot Marine Museum 1987 - 1990
USS Constitution Museum Foundation 1985 - 1987
Skills
Grant Writing, Grants, Fundraising, Non-profits, Proposal Writing, Editing, Nonprofits, Philanthropy, Grant Research, Teaching, Newsletters, Archaeology, Budgets, Stewardship, Environmental Education, Non-profit Consulting, Environmental Awareness, Conservation Issues, Annual Giving, Program Development, Prospect Research, Coalitions, Social Media, Public Speaking, Public Relations, Leadership, Planned Giving, Board Development, Volunteer Management, Community Development, Community Outreach, Non-profit..., Research, Museums, Higher Education, Endowments, Alumni Relations, Community Organizing, Board Relations, Non-profit Board..., Government, Historic Preservation, Board Governance, Grassroots Organizing, Non-profit Leadership, Program Evaluation, Non-profit Management, Project Management, Grantmaking, Non-profit Training
Education
Texas A&M University 1980 — 1983
All but thesis for M.A., Anthropology
University of Vermont 1973 — 1977
B.A., Anthropology and English
Chatham High School 1969 — 1973
Ron Caruso CFP®, ChFC®, CLU® Ron Caruso CFP®, ChFC®, CLU®'s American Express Financial Advisors Experience January 2000 - January 2007
Job Private Wealth Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
American Express Financial Advisors January 2000 - January 2007
American Express Financial Advisors January 1986 - January 1996
IDS Investors Diversified Services January 1984 - January 1986
Steak and Ale/ Bennigan's February 1972 - September 1982
Education
The Ohio State University 1966 — 1971
BS, Business Administration
Ameriprise Financial Services, Inc. January 2007 - Present
American Express Financial Advisors January 2000 - January 2007
American Express Financial Advisors January 1986 - January 1996
IDS Investors Diversified Services January 1984 - January 1986
Steak and Ale/ Bennigan's February 1972 - September 1982
Education
The Ohio State University 1966 — 1971
BS, Business Administration
Caleb J Tolman Caleb J Tolman's American Express Financial Advisors Experience 2007 - 2008
Job at
Industry Management Consulting
Experience
Machine Zone, Inc. July 2015 - Present
Alto Aquatics June 1999 - July 2015
Liftoff, Inc. September 2014 - March 2015
American Express Financial Advisors 2007 - 2008
ProfitFuel, Inc 2005 - 2006
The University of Texas Children's Research Laboratory April 2005 - September 2005
Skills
Research, Online Advertising, Data Analysis, Clojure, R, Matlab, Github, Linux, LaTex, SQL, Public Speaking, Entrepreneurship, Management, Equities, Machine Learning, Analysis, Social Media, Leadership, Microsoft Office, Microsoft Excel, Statistics, Project Management, PowerPoint, Strategy, Python, Analytics, Start-ups, Business Strategy, Teaching, Java, Event Planning, Market Research, Apache Spark, Apache Pig, Scala
Education
Stanford University 2009 — 2014
Ph.D., Management Science & Engineering
Stanford University 2006 — 2008
M.A., Management Science & Engineering
The University of Texas at Austin 2001 — 2005
B.S., Mathematics
Machine Zone, Inc. July 2015 - Present
Alto Aquatics June 1999 - July 2015
Liftoff, Inc. September 2014 - March 2015
American Express Financial Advisors 2007 - 2008
ProfitFuel, Inc 2005 - 2006
The University of Texas Children's Research Laboratory April 2005 - September 2005
Skills
Research, Online Advertising, Data Analysis, Clojure, R, Matlab, Github, Linux, LaTex, SQL, Public Speaking, Entrepreneurship, Management, Equities, Machine Learning, Analysis, Social Media, Leadership, Microsoft Office, Microsoft Excel, Statistics, Project Management, PowerPoint, Strategy, Python, Analytics, Start-ups, Business Strategy, Teaching, Java, Event Planning, Market Research, Apache Spark, Apache Pig, Scala
Education
Stanford University 2009 — 2014
Ph.D., Management Science & Engineering
Stanford University 2006 — 2008
M.A., Management Science & Engineering
The University of Texas at Austin 2001 — 2005
B.S., Mathematics
Christopher Wilson, CFP® Christopher Wilson, CFP®'s American Express Financial Advisors Experience June 2003 - June 2005
Job Northeast Regional Advisory Coach
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
First Niagara Bank January 2011 - October 2014
First Niagara Bank June 2008 - January 2011
First Niagara July 2005 - June 2008
American Express Financial Advisors June 2003 - June 2005
Skills
Investments, Portfolio Management, Investment Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Retirement, Fixed Annuities, Financial Planning, Insurance, Tax Reduction Strategies, Managed Accounts, Debt Management, Annuities, Retirement Income..., Wealth, Wealth Accumulation, Wealth Preservation..., Retail Banking, Budget, Personal Financial..., Sales Management, Sales, Financial Markets, Separately Managed..., Sales Coaching
Education
State University of New York College at Cortland 1999 — 2003
BA, Communications, Computer Applications
Bethlehem Central High School 1996 — 1999
TIAA-CREF October 2014 - Present
First Niagara Bank January 2011 - October 2014
First Niagara Bank June 2008 - January 2011
First Niagara July 2005 - June 2008
American Express Financial Advisors June 2003 - June 2005
Skills
Investments, Portfolio Management, Investment Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Retirement, Fixed Annuities, Financial Planning, Insurance, Tax Reduction Strategies, Managed Accounts, Debt Management, Annuities, Retirement Income..., Wealth, Wealth Accumulation, Wealth Preservation..., Retail Banking, Budget, Personal Financial..., Sales Management, Sales, Financial Markets, Separately Managed..., Sales Coaching
Education
State University of New York College at Cortland 1999 — 2003
BA, Communications, Computer Applications
Bethlehem Central High School 1996 — 1999
Brian Poe, CFP®, ChFC®.'s American Express Financial Advisors Experience 2002 - 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
American Express Financial Advisors 2002 - 2003
Skills
Wealth Management, Investments, Financial Planning, Series 63, Strategic Financial..., Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management..., Relationship Management, Retirement Planning, Financial Services, Financial Planners, Financial Advisory
Education
University of Washington, Michael G. Foster School of Business
The American College
Certificate in Financial Planning
Merrill Lynch 2003 - Present
American Express Financial Advisors 2002 - 2003
Skills
Wealth Management, Investments, Financial Planning, Series 63, Strategic Financial..., Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management..., Relationship Management, Retirement Planning, Financial Services, Financial Planners, Financial Advisory
Education
University of Washington, Michael G. Foster School of Business
The American College
Certificate in Financial Planning
kris stanley's American Express Financial Advisors Experience 2000 - 2003
Job Equipment Finance l Leasing Operations l Contract Negotiation l Customer Engagement l SLED Management
Industry Information Technology and Services
Experience
Presidio January 2014 - Present
CSI Leasing May 2007 - January 2014
Mark's American Cuisine January 2003 - May 2007
American Express Financial Advisors 2000 - 2003
Skills
Contract Negotiation, New Business Development, Account Management, Business Strategy, Solution Selling, Sales, Team Building, Team Leadership, Business Analysis, Financial Services, Negotiation, Portfolio Management, Sales Management, Business Development, Management, Strategic Partnerships, Sales Process, CRM, Direct Sales, Networking, Marketing, Sales Operations, B2B, Forecasting, Selling, Budgets, Strategy
Education
Stephen F. Austin State University 1991 — 1994
Presidio January 2014 - Present
CSI Leasing May 2007 - January 2014
Mark's American Cuisine January 2003 - May 2007
American Express Financial Advisors 2000 - 2003
Skills
Contract Negotiation, New Business Development, Account Management, Business Strategy, Solution Selling, Sales, Team Building, Team Leadership, Business Analysis, Financial Services, Negotiation, Portfolio Management, Sales Management, Business Development, Management, Strategic Partnerships, Sales Process, CRM, Direct Sales, Networking, Marketing, Sales Operations, B2B, Forecasting, Selling, Budgets, Strategy
Education
Stephen F. Austin State University 1991 — 1994
Steve Meados Steve Meados's American Express Financial Advisors Experience May 2003 - May 2004
Job Audit Manager
Industry Banking
Experience
Wells Fargo June 2005 - June 2015
McGladrey May 2004 - July 2005
American Express Financial Advisors May 2003 - May 2004
Metris Companies July 2000 - May 2003
Bernhof Consulting October 1998 - July 2000
Bridgestone January 1996 - September 1998
Bridgestone December 1992 - December 1995
Skills
Financial Analysis, Financial Reporting, Auditing, Banking, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Risk Management, Financial Risk, Strategic Financial...
Education
St. Cloud State University 1986 — 1988
Bachelor of Science (B.S.), Finance
Wells Fargo June 2005 - June 2015
McGladrey May 2004 - July 2005
American Express Financial Advisors May 2003 - May 2004
Metris Companies July 2000 - May 2003
Bernhof Consulting October 1998 - July 2000
Bridgestone January 1996 - September 1998
Bridgestone December 1992 - December 1995
Skills
Financial Analysis, Financial Reporting, Auditing, Banking, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Risk Management, Financial Risk, Strategic Financial...
Education
St. Cloud State University 1986 — 1988
Bachelor of Science (B.S.), Finance
Matthew I. Martin's American Express Financial Advisors Experience 1999 - 2000
Job Assoc at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase December 2013 - Present
Nationwide Insurance January 2002 - December 2013
IT consultant Self Employed 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Enterprise Storage, Storage Virtualization, EMC Storage, V-Max, SRDF, Clone, Data Migration, Storage Area Networks, Cisco MDS SAN switches, ITIL Process, Process Automation, Perl, Unix Shell Scripting, Solutions Enabler, Clariion/VNX, Celerra, Centera, Replication
Education
The Ohio State University
Associate of Arts (AA)
JPMorgan Chase December 2013 - Present
Nationwide Insurance January 2002 - December 2013
IT consultant Self Employed 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Enterprise Storage, Storage Virtualization, EMC Storage, V-Max, SRDF, Clone, Data Migration, Storage Area Networks, Cisco MDS SAN switches, ITIL Process, Process Automation, Perl, Unix Shell Scripting, Solutions Enabler, Clariion/VNX, Celerra, Centera, Replication
Education
The Ohio State University
Associate of Arts (AA)
William Clay Tucker, RICP, CAP, ChFEBC, CRPS William Clay Tucker, RICP, CAP, ChFEBC, CRPS's American Express Financial Advisors Experience 1990 - 1992
Job Solutions For a StressFree Retirement
Industry Financial Services
Experience
The Woodville Group, LLC October 2009 - Present
BB&T Investment Services September 2006 - October 2009
IronStone Bank September 2004 - October 2006
First Horizon National Corporation October 2003 - September 2004
Regions Financial Corporation June 1992 - October 2003
American Express Financial Advisors 1990 - 1992
Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management
Education
The American College 2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning
London School of Economics and Political Science
International Business and Finance
University of Southern Mississippi
BSBA, Banking & Finance
The Woodville Group, LLC October 2009 - Present
BB&T Investment Services September 2006 - October 2009
IronStone Bank September 2004 - October 2006
First Horizon National Corporation October 2003 - September 2004
Regions Financial Corporation June 1992 - October 2003
American Express Financial Advisors 1990 - 1992
Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management
Education
The American College 2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning
London School of Economics and Political Science
International Business and Finance
University of Southern Mississippi
BSBA, Banking & Finance
Leslie Brooks Leslie Brooks's American Express Financial Advisors Experience 2000 - 2002
Job Senior Product Marketing Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2013 - Present
brightpeak financial 2008 - Present
Thrivent Financial for Lutherans December 2002 - Present
Thrivent Financial for Lutherans 2002 - 2008
American Express Financial Advisors 2000 - 2002
Ameriprise Financial 1992 - 2000
Skills
Series 7, Fixed Annuities, Wealth Management, Risk Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Life Insurance, IRAs, Marketing, Investments, Financial Services, Financial Analysis, Asset Allocation, Team Building, Investment Advisory, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Series 6, Uniform Combined State..., Disability Insurance, Program Management, Values-based Leadership, Leadership, Retirement Planning, Retirement, Strategic Planning
Education
Texas A&M University-Corpus Christi 1983 — 1988
Bachelor of Music, Masters, Secondary Education
Wausau West High School
Thrivent Financial for Lutherans November 2013 - Present
brightpeak financial 2008 - Present
Thrivent Financial for Lutherans December 2002 - Present
Thrivent Financial for Lutherans 2002 - 2008
American Express Financial Advisors 2000 - 2002
Ameriprise Financial 1992 - 2000
Skills
Series 7, Fixed Annuities, Wealth Management, Risk Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Life Insurance, IRAs, Marketing, Investments, Financial Services, Financial Analysis, Asset Allocation, Team Building, Investment Advisory, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Series 6, Uniform Combined State..., Disability Insurance, Program Management, Values-based Leadership, Leadership, Retirement Planning, Retirement, Strategic Planning
Education
Texas A&M University-Corpus Christi 1983 — 1988
Bachelor of Music, Masters, Secondary Education
Wausau West High School
Brent Harapat Brent Harapat's American Express Financial Advisors Experience March 1999 - October 2005
Job Senior Manager | Field Compliance Oversight Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. October 2005 - July 2012
American Express Financial Advisors March 1999 - October 2005
Skills
Securities, Mutual Funds, Risk Management, Asset Management, Series 7, Series 24, Series 63, FINRA, Financial Risk, Investments, Financial Services, Wealth Management, Equities, Investment Advisory, Fixed Income, Portfolio Management, Banking, Capital Markets, Alternative Investments
Education
St. Olaf College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. October 2005 - July 2012
American Express Financial Advisors March 1999 - October 2005
Skills
Securities, Mutual Funds, Risk Management, Asset Management, Series 7, Series 24, Series 63, FINRA, Financial Risk, Investments, Financial Services, Wealth Management, Equities, Investment Advisory, Fixed Income, Portfolio Management, Banking, Capital Markets, Alternative Investments
Education
St. Olaf College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Peter Bazanos Peter Bazanos's American Express Financial Advisors Experience 1990 - 1995
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1995 - Present
American Express Financial Advisors 1990 - 1995
Education
Nelson A. Rockefeller College of Public Affairs and Policy 1984 — 1987
M.P.A., Public Administration
Richard Stockton College of New Jersey 1980 — 1984
B.A., Political Science
Ameriprise Financial Services, Inc. 1995 - Present
American Express Financial Advisors 1990 - 1995
Education
Nelson A. Rockefeller College of Public Affairs and Policy 1984 — 1987
M.P.A., Public Administration
Richard Stockton College of New Jersey 1980 — 1984
B.A., Political Science
Christopher Mallia Christopher Mallia's American Express Financial Advisors Experience 2004 - 2005
Job North America Channel Rebates & Incentives Manager at Dell
Industry Information Technology and Services
Experience
Dell July 2006 - Present
Dell October 2008 - July 2012
Dell September 2007 - October 2008
Dell May 2007 - August 2007
Dell July 2006 - April 2007
Spherion November 2005 - July 2006
Ameriprise Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2005
Skills
Sales Support, Channel, Customer Experience, Sales Presentations, Multichannel Strategy, Microsoft Excel, Data Analysis, Sales Management, Financial Modeling, Sales Operations, Multi-channel Marketing, Leadership, Management, Customer Satisfaction, Sales, Process Improvement, Account Management, Call Centers, Channel Partners, Program Management, Strategy, Solution Selling, Cross-functional Team..., Project Management, Direct Sales, Sales Process, Team Building, Product Management, Product Marketing, Training, CRM, SaaS, Enterprise Software, Business Development, Cloud Computing, Partner Management, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Finance, Business
Dell July 2006 - Present
Dell October 2008 - July 2012
Dell September 2007 - October 2008
Dell May 2007 - August 2007
Dell July 2006 - April 2007
Spherion November 2005 - July 2006
Ameriprise Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2005
Skills
Sales Support, Channel, Customer Experience, Sales Presentations, Multichannel Strategy, Microsoft Excel, Data Analysis, Sales Management, Financial Modeling, Sales Operations, Multi-channel Marketing, Leadership, Management, Customer Satisfaction, Sales, Process Improvement, Account Management, Call Centers, Channel Partners, Program Management, Strategy, Solution Selling, Cross-functional Team..., Project Management, Direct Sales, Sales Process, Team Building, Product Management, Product Marketing, Training, CRM, SaaS, Enterprise Software, Business Development, Cloud Computing, Partner Management, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Finance, Business
William Reiner, CFP®, ChFC® William Reiner, CFP®, ChFC®'s American Express Financial Advisors Experience 1995 - 2005
Job Reiner Financial Group
Industry Financial Services
Experience
Reiner Financial Group LLC April 2005 - Present
American Express Financial Advisors 1995 - 2005
Education
Temple University - Fox School of Business and Management 1990 — 1993
Reiner Financial Group LLC April 2005 - Present
American Express Financial Advisors 1995 - 2005
Education
Temple University - Fox School of Business and Management 1990 — 1993
Donald Doungpanya Donald Doungpanya's American Express Financial Advisors Experience 2003 - 2005
Job Salt Capital Management
Industry Investment Management
Experience
Salt Capital Management, Inc. 2006 - Present
QA3 Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Business Income Planning, Wealth Management, Investment Strategies, Financial Planning, Insurance Planning, Tax Planning, Investment Advisory, Alternative Investments, Estate Planning, ETFs, Private Equity, Asset Allocation, Options, Hedge Funds, Series 7, Series 66, Series 3, Life Insurance, Health Insurance, Annuities, Section 79, Strategic Financial...
Education
University of California, San Diego
Bachelor's degree, Economics
Webster University
MBA, Finance
The American College
Financial Planning
Salt Capital Management, Inc. 2006 - Present
QA3 Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Business Income Planning, Wealth Management, Investment Strategies, Financial Planning, Insurance Planning, Tax Planning, Investment Advisory, Alternative Investments, Estate Planning, ETFs, Private Equity, Asset Allocation, Options, Hedge Funds, Series 7, Series 66, Series 3, Life Insurance, Health Insurance, Annuities, Section 79, Strategic Financial...
Education
University of California, San Diego
Bachelor's degree, Economics
Webster University
MBA, Finance
The American College
Financial Planning
Robert Appling Robert Appling's American Express Financial Advisors Experience December 2003 - September 2004
Job Managing Director at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
Wilshire Associates January 2015 - Present
Mercer November 2007 - December 2014
Hammond Associates November 2007 - January 2011
Edward Jones September 2004 - October 2007
American Express Financial Advisors December 2003 - September 2004
Skills
Pensions, Employee Benefits, Performance Management, Defined Benefit, Investments, Endowments, Endowment Funds, Foundations, Defined Contribution, Investment Advisory, Alternative Investments, Outsourced Solutions, Investment Strategies, Asset Allocation
Education
Texas A&M University
Bachelor of Science (BS), Economics
University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance, General
Joan Leslie Joan Leslie's American Express Financial Advisors Experience 2000 - 2001
Job Board Certified Estate Planning & Probate Attorney by the Texas Board of Legal Specialization
Industry Law Practice
Experience
The Law Office of JoAnn Bui Leslie December 2010 - Present
The Law Office of JoAnn Bui Leslie September 2009 - December 2010
Staubus and Randall, LLP April 2008 - November 2008
Adler, Mitchell & Jenkins, P.C. March 2007 - April 2008
Department of the Treasury, The Internal Revenue Service- Estate and Gift Tax Group January 2005 - July 2006
First District Court of Appeals June 2003 - August 2003
American Express Financial Advisors 2000 - 2001
Skills
Guardianship, Estate Administration, Powers of Attorney, Estate Tax Planning, Trusts, Estate Planning, Wills, Legal Research, Legal Writing, Estate Law, Gift Tax
Education
Texas Wesleyan University School of Law 2002 — 2005
Juris Doctorate, Law
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), English/ Business
The Law Office of JoAnn Bui Leslie December 2010 - Present
The Law Office of JoAnn Bui Leslie September 2009 - December 2010
Staubus and Randall, LLP April 2008 - November 2008
Adler, Mitchell & Jenkins, P.C. March 2007 - April 2008
Department of the Treasury, The Internal Revenue Service- Estate and Gift Tax Group January 2005 - July 2006
First District Court of Appeals June 2003 - August 2003
American Express Financial Advisors 2000 - 2001
Skills
Guardianship, Estate Administration, Powers of Attorney, Estate Tax Planning, Trusts, Estate Planning, Wills, Legal Research, Legal Writing, Estate Law, Gift Tax
Education
Texas Wesleyan University School of Law 2002 — 2005
Juris Doctorate, Law
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), English/ Business
Alexander Wissel Alexander Wissel's American Express Financial Advisors Experience June 2002 - September 2002
Job Freelance financial journalist
Industry Research
Experience
Freelance financial journalist July 2014 - Present
Agora Publishing - Rogue Capitalists Daily October 2013 - May 2014
Agora Publishing - Contrarian Profits April 2013 - May 2014
The Vinca Group November 2010 - April 2013
StockRooster.com January 2009 - November 2010
The Oxford Club April 2008 - September 2009
TESST College of Technology September 2007 - April 2008
Wissel Insurance Services July 2006 - September 2007
Milwicz Insurance Group December 2002 - July 2006
American Express Financial Advisors June 2002 - September 2002
Skills
Company Branding, Creative Problem Solving, Oil Painting, Editing, Painting, Insurance, Finance, Branding & Identity, Public Speaking, Research, Social Media, Social Networking, Microsoft Office, Graphic Design, Art, Training, Newsletters, Editorial, Copywriting, Publishing, Creative Writing, Blogging, Corporate Branding, Adobe Creative Suite
Education
The Maryland Institute College of Art 1996 — 2000
BFA, General Fine Arts, Minor Art History, Master in Art Teaching program
Freelance financial journalist July 2014 - Present
Agora Publishing - Rogue Capitalists Daily October 2013 - May 2014
Agora Publishing - Contrarian Profits April 2013 - May 2014
The Vinca Group November 2010 - April 2013
StockRooster.com January 2009 - November 2010
The Oxford Club April 2008 - September 2009
TESST College of Technology September 2007 - April 2008
Wissel Insurance Services July 2006 - September 2007
Milwicz Insurance Group December 2002 - July 2006
American Express Financial Advisors June 2002 - September 2002
Skills
Company Branding, Creative Problem Solving, Oil Painting, Editing, Painting, Insurance, Finance, Branding & Identity, Public Speaking, Research, Social Media, Social Networking, Microsoft Office, Graphic Design, Art, Training, Newsletters, Editorial, Copywriting, Publishing, Creative Writing, Blogging, Corporate Branding, Adobe Creative Suite
Education
The Maryland Institute College of Art 1996 — 2000
BFA, General Fine Arts, Minor Art History, Master in Art Teaching program
Annie M. Cull's American Express Financial Advisors Experience 2001 - 2003
Job Senior Manager, Media Strategy and Corporate Communications at Calvert Investments
Industry Financial Services
Experience
Calvert Investments May 2013 - Present
Calvert Investments January 2010 - Present
citra Productions June 2011 - August 2011
Calvert Investments September 2007 - February 2010
First American Funds / FAF Advisors April 2005 - August 2007
American Express Financial Advisors (now RiverSource Investments) 2003 - 2005
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 1999 - 2001
Minnesota Advocates for Human Rights October 1995 - December 1998
Skills
Marketing Communications, Social Media, Film Production, Marketing Strategy, Public Relations, Marketing, Strategy, Event Planning, Advertising, Non-profits, Training, Online Advertising, Fundraising, Nonprofits, Investments, Management, Online Marketing, Email Marketing
Education
The George Washington University 2014 — 2016
Master's Degree, Strategic Public Relations
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Journalism
Calvert Investments May 2013 - Present
Calvert Investments January 2010 - Present
citra Productions June 2011 - August 2011
Calvert Investments September 2007 - February 2010
First American Funds / FAF Advisors April 2005 - August 2007
American Express Financial Advisors (now RiverSource Investments) 2003 - 2005
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 1999 - 2001
Minnesota Advocates for Human Rights October 1995 - December 1998
Skills
Marketing Communications, Social Media, Film Production, Marketing Strategy, Public Relations, Marketing, Strategy, Event Planning, Advertising, Non-profits, Training, Online Advertising, Fundraising, Nonprofits, Investments, Management, Online Marketing, Email Marketing
Education
The George Washington University 2014 — 2016
Master's Degree, Strategic Public Relations
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts, Journalism
Joe Tichenor, CFP® Joe Tichenor, CFP®'s American Express Financial Advisors Experience October 2000 - August 2003
Job Partner / Senior Financial Planner at ARGI Financial Group
Industry Financial Services
Experience
ARGI Financial Group August 2003 - Present
American Express Financial Advisors October 2000 - August 2003
Education
The American College 2004 — 2005
CFP® Curriculum, Financial Planning
University of Louisville 2000 — 2003
Bachelors, Finance
ARGI Financial Group August 2003 - Present
American Express Financial Advisors October 2000 - August 2003
Education
The American College 2004 — 2005
CFP® Curriculum, Financial Planning
University of Louisville 2000 — 2003
Bachelors, Finance
Liz Vanden Burgt Liz Vanden Burgt's American Express Financial Advisors Experience June 1991 - October 1997
Job Partner, Schall Executive Search
Industry Human Resources
Experience
Schall Executive Search October 1997 - Present
American Express Financial Advisors June 1991 - October 1997
Skills
Recruiting, Human Resources, Succession Planning, Executive Search, Talent Acquisition, Resume Writing, Executive Coaching, Talent Management, Sales, Organizational..., Wine Tasting, Cross-functional Team..., Strategy, Management, Workforce Planning, Organizational Design, Strategic Planning, Onboarding, Leadership, Change Management, Employee Engagement, Start-ups
Education
St. Norbert College 1987 — 1991
BA, Communication
Schall Executive Search October 1997 - Present
American Express Financial Advisors June 1991 - October 1997
Skills
Recruiting, Human Resources, Succession Planning, Executive Search, Talent Acquisition, Resume Writing, Executive Coaching, Talent Management, Sales, Organizational..., Wine Tasting, Cross-functional Team..., Strategy, Management, Workforce Planning, Organizational Design, Strategic Planning, Onboarding, Leadership, Change Management, Employee Engagement, Start-ups
Education
St. Norbert College 1987 — 1991
BA, Communication
David Eppley, CFP David Eppley, CFP's American Express Financial Advisors Experience 1989 - 1999
Job Experienced Certified Financial Planner and Investment Manager
Industry Investment Management
Experience
Nexus Financial Network,LLC 1999 - Present
American Express Financial Advisors 1989 - 1999
Skills
Private Equity, Investments, Asset Managment, Investment Advisory, Securities, Wealth Management
Education
The Ohio State University
BSBA
Nexus Financial Network,LLC 1999 - Present
American Express Financial Advisors 1989 - 1999
Skills
Private Equity, Investments, Asset Managment, Investment Advisory, Securities, Wealth Management
Education
The Ohio State University
BSBA
Ben Bollin Ben Bollin's American Express Financial Advisors Experience September 2001 - March 2002
Job Communications Equipment Analyst at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company June 2006 - Present
FTN Midwest Securities April 2002 - June 2006
American Express Financial Advisors September 2001 - March 2002
Skills
Financial Modeling, Valuation, Competitive Analysis, Financial Analysis, Finance, Investments, Management, Forecasting, Equity Research, Analysis, Market Research, Business Development
Education
The Ohio State University 1997 — 2001
Biology, Microbiology
Cleveland Research Company June 2006 - Present
FTN Midwest Securities April 2002 - June 2006
American Express Financial Advisors September 2001 - March 2002
Skills
Financial Modeling, Valuation, Competitive Analysis, Financial Analysis, Finance, Investments, Management, Forecasting, Equity Research, Analysis, Market Research, Business Development
Education
The Ohio State University 1997 — 2001
Biology, Microbiology
Leslie Dawkins, ITIL v3, Six Sigma/Lean Six's American Express Financial Advisors Experience 1997 - 1998
Job Digital Communications Strategist at Non Profit organization
Industry Marketing and Advertising
Experience
Federation for American Immigration Reform October 2013 - Present
Engility Corporation January 2012 - September 2013
Computer Sciences Corporation September 2009 - December 2011
The Society for Imaging Science and Technology January 2008 - September 2009
McEnearney Associates July 2007 - January 2008
Thales North America 2003 - 2007
Sport & Health 2002 - 2003
American Express Financial Advisors 1997 - 1998
Skills
Adobe Omniture Site..., Web Trends, Google Analytics, SharePoint, Adobe Creative Suite, QuarkXPress, Flash Video, Adobe Acrobat, Twitter, Facebook API, Vimeo, YouTube, Manuscript, Microsoft Office, FTP, CSS, HTML, iMIS, ISO 27001, Iso 9000, Sabre, E-commerce, SEO, Social Media, Change Management, Configuration Management, Six Sigma, ITIL Certified, Publications, Communications Planning, Google Adwords, Cost per click, Project Management, Advertising, Newsletters, Training, Program Management, Facebook, Onboarding, Management, Proposal Writing, Press Releases, Strategy, Editing, Marketing, Software Documentation, Analysis, Leadership, Corporate Communications, Content Management
Education
The National Graduate School 2011 — 2012
Bachelor of Science (BS), Quality System Management, 3.7
University of Maryland University College 2003 — 2009
BA, History
University of Richmond 1997 — 1998
Architecture
Matoaca 1983 — 1988
Federation for American Immigration Reform October 2013 - Present
Engility Corporation January 2012 - September 2013
Computer Sciences Corporation September 2009 - December 2011
The Society for Imaging Science and Technology January 2008 - September 2009
McEnearney Associates July 2007 - January 2008
Thales North America 2003 - 2007
Sport & Health 2002 - 2003
American Express Financial Advisors 1997 - 1998
Skills
Adobe Omniture Site..., Web Trends, Google Analytics, SharePoint, Adobe Creative Suite, QuarkXPress, Flash Video, Adobe Acrobat, Twitter, Facebook API, Vimeo, YouTube, Manuscript, Microsoft Office, FTP, CSS, HTML, iMIS, ISO 27001, Iso 9000, Sabre, E-commerce, SEO, Social Media, Change Management, Configuration Management, Six Sigma, ITIL Certified, Publications, Communications Planning, Google Adwords, Cost per click, Project Management, Advertising, Newsletters, Training, Program Management, Facebook, Onboarding, Management, Proposal Writing, Press Releases, Strategy, Editing, Marketing, Software Documentation, Analysis, Leadership, Corporate Communications, Content Management
Education
The National Graduate School 2011 — 2012
Bachelor of Science (BS), Quality System Management, 3.7
University of Maryland University College 2003 — 2009
BA, History
University of Richmond 1997 — 1998
Architecture
Matoaca 1983 — 1988
Nicholas (Nick) Giangiulio, CFP, CLTC Nicholas (Nick) Giangiulio, CFP, CLTC's American Express Financial Advisors Experience 1986 - 2002
Job Business Consultant
Industry Management Consulting
Experience
Pegasus Energy Development, LLC 2010 - Present
MetLife 2002 - 2008
American Express Financial Advisors 1986 - 2002
Skills
Negotiation, Business Analysis, Management Consulting, Change Management, Business Process..., Business Process, Project Management, Business Strategy, Requirements Analysis, Energy, Process Improvement, Project Planning, Program Management, Business Development, Business Transformation, Risk Management, Process Engineering, Management, Business Planning, Strategy, Certified Financial..., Project Portfolio..., Analysis, Start-ups, Cross-functional Team..., Leadership Development, Team Building, Product Management
Education
Temple University
Business Administration and Management, General
Pegasus Energy Development, LLC 2010 - Present
MetLife 2002 - 2008
American Express Financial Advisors 1986 - 2002
Skills
Negotiation, Business Analysis, Management Consulting, Change Management, Business Process..., Business Process, Project Management, Business Strategy, Requirements Analysis, Energy, Process Improvement, Project Planning, Program Management, Business Development, Business Transformation, Risk Management, Process Engineering, Management, Business Planning, Strategy, Certified Financial..., Project Portfolio..., Analysis, Start-ups, Cross-functional Team..., Leadership Development, Team Building, Product Management
Education
Temple University
Business Administration and Management, General
Monica Mohney's American Express Financial Advisors Experience 1992 - 1996
Job Program Coordinator, Supply Chain Management at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines, Inc August 2015 - Present
Delta Air Lines, Inc. October 2010 - July 2015
Gregory A. Noonan & Associates, Inc. March 2010 - November 2012
ILS 2010 - 2010
Synergy Consulting Group, Inc. March 2007 - May 2009
Fair Finance June 2005 - March 2007
Robert Half International May 2003 - June 2005
PRG-Schultz 1997 - 2002
American Express Financial Advisors 1992 - 1996
Skills
Applicant Tracking..., Recruiting, Human Resources, Talent Acquisition, Employee Relations, Customer Service, Performance Management, Temporary Placement, Program Management, Leadership, Networking, Team Building, HRIS, Operations Management, Employee Engagement, Change Management, Process Improvement, Customer Satisfaction, Employee Training, Aviation, Training, Management, Time Management, Onboarding, Benefits Administration, Microsoft Office, Project Planning, Team Leadership, Technical Recruiting, CRM, Analysis, Budgets, Software Documentation, Strategy, Vendor Management, Airlines, Organizational..., System Administration, College Recruiting, Interviews, Leadership Development, Internet Recruiting, Payroll, Account Management, Outlook, Employee Benefits, Talent Management, Coaching, Sales
Education
The University of Akron 2002 — 2005
Psychology
Conroe High School 1984 — 1988
degree
Delta Air Lines, Inc August 2015 - Present
Delta Air Lines, Inc. October 2010 - July 2015
Gregory A. Noonan & Associates, Inc. March 2010 - November 2012
ILS 2010 - 2010
Synergy Consulting Group, Inc. March 2007 - May 2009
Fair Finance June 2005 - March 2007
Robert Half International May 2003 - June 2005
PRG-Schultz 1997 - 2002
American Express Financial Advisors 1992 - 1996
Skills
Applicant Tracking..., Recruiting, Human Resources, Talent Acquisition, Employee Relations, Customer Service, Performance Management, Temporary Placement, Program Management, Leadership, Networking, Team Building, HRIS, Operations Management, Employee Engagement, Change Management, Process Improvement, Customer Satisfaction, Employee Training, Aviation, Training, Management, Time Management, Onboarding, Benefits Administration, Microsoft Office, Project Planning, Team Leadership, Technical Recruiting, CRM, Analysis, Budgets, Software Documentation, Strategy, Vendor Management, Airlines, Organizational..., System Administration, College Recruiting, Interviews, Leadership Development, Internet Recruiting, Payroll, Account Management, Outlook, Employee Benefits, Talent Management, Coaching, Sales
Education
The University of Akron 2002 — 2005
Psychology
Conroe High School 1984 — 1988
degree
Tracy Banner Tracy Banner's American Express Financial Advisors Experience 1999 - 2002
Job Community Liaison Lorian Health the home health care company
Industry Medical Practice
Experience
Lorian Home Health Care March 2013 - Present
The Balance Center of Las Vegas November 2010 - June 2013
Young Israel of Las Vegas 2000 - 2010
Nevada State Bank 2003 - 2005
Washington Mutual, Inc. 2002 - 2003
American Express Financial Advisors 1999 - 2002
Sunrise Hospital and Medical Center 1994 - 1998
Skills
Health, Healthcare, Strategic Planning, Marketing Strategy, Insurance, Fundraising, Customer Relations, Customer Service, Budgeting, New Business Development, Hiring, Business Planning, Public Speaking, Sales Management, Team Building, Account Management, Cold Calling, Consultative Selling, PowerPoint, Non-profits, Market Planning, Negotiation, Administration, Excel, Word, Supervisory Skills, Long Term Care, Contract Negotiation, Business Strategy, Problem Solving, Social Networking, Research, Compliance, Policy, Microsoft Office, Advertising, Social Media Marketing, Operations Management, Email Marketing, Start-ups, Time Management, Public Relations, Outlook, Employee Relations, Online Marketing, Selling, Budgets, Microsoft Excel, Marketing, Microsoft Word
Education
University of Phoenix 1992 — 1994
MBA, Finance/Marketing
The Ohio State University 1987 — 1989
B.S., Allied Med.
Lorian Home Health Care March 2013 - Present
The Balance Center of Las Vegas November 2010 - June 2013
Young Israel of Las Vegas 2000 - 2010
Nevada State Bank 2003 - 2005
Washington Mutual, Inc. 2002 - 2003
American Express Financial Advisors 1999 - 2002
Sunrise Hospital and Medical Center 1994 - 1998
Skills
Health, Healthcare, Strategic Planning, Marketing Strategy, Insurance, Fundraising, Customer Relations, Customer Service, Budgeting, New Business Development, Hiring, Business Planning, Public Speaking, Sales Management, Team Building, Account Management, Cold Calling, Consultative Selling, PowerPoint, Non-profits, Market Planning, Negotiation, Administration, Excel, Word, Supervisory Skills, Long Term Care, Contract Negotiation, Business Strategy, Problem Solving, Social Networking, Research, Compliance, Policy, Microsoft Office, Advertising, Social Media Marketing, Operations Management, Email Marketing, Start-ups, Time Management, Public Relations, Outlook, Employee Relations, Online Marketing, Selling, Budgets, Microsoft Excel, Marketing, Microsoft Word
Education
University of Phoenix 1992 — 1994
MBA, Finance/Marketing
The Ohio State University 1987 — 1989
B.S., Allied Med.
Dan Young, PhD's American Express Financial Advisors Experience June 2003 - September 2005
Job Owner and Chief Rainmaker at Young Consulting Group LLC
Industry Higher Education
Experience
Wilmington University January 2012 - Present
Civitas Partners, LLC January 2011 - Present
Wilmington Rotary Club 2008 - Present
University of Delaware September 2007 - Present
Young Consulting Group LLC January 2005 - Present
Trustees of Color, Inc. July 2003 - July 2012
Ameriprise Financial Services, Inc. July 1999 - December 2010
Temple University September 2005 - June 2007
American Express Financial Advisors June 2003 - September 2005
American Express Financial Advisors July 1999 - May 2002
Skills
Team Building, Change Management, Fundraising, Leadership Development, Mentoring, Non-profits, Strategic Planning, Budgets, Organizational..., Community Development, Community Outreach, Customer Service, Entrepreneurship, Event Management, Finance, Grant Writing, Insurance, Investments, Leadership, Management, Management Consulting, Marketing, Marketing Strategy, Nonprofits, Online Advertising, Program Development, Program Management, Public Relations, Public Speaking, Recruiting, Research, Sales Management, Small Business, Social Media, Social Networking, Staff Development, Teaching, Team Leadership, Training
Education
Temple University 2006 — 2012
Doctor of Philosophy (Ph.D.), Social and Behavioral Marketing
University of Delaware 1993 — 1999
Master, Business Administration; Marketing and Finance
University of Delaware 1993 — 1997
Bachelor of Science, Business Administration; Marketing
Concord High School 1989 — 1993
Wilmington University January 2012 - Present
Civitas Partners, LLC January 2011 - Present
Wilmington Rotary Club 2008 - Present
University of Delaware September 2007 - Present
Young Consulting Group LLC January 2005 - Present
Trustees of Color, Inc. July 2003 - July 2012
Ameriprise Financial Services, Inc. July 1999 - December 2010
Temple University September 2005 - June 2007
American Express Financial Advisors June 2003 - September 2005
American Express Financial Advisors July 1999 - May 2002
Skills
Team Building, Change Management, Fundraising, Leadership Development, Mentoring, Non-profits, Strategic Planning, Budgets, Organizational..., Community Development, Community Outreach, Customer Service, Entrepreneurship, Event Management, Finance, Grant Writing, Insurance, Investments, Leadership, Management, Management Consulting, Marketing, Marketing Strategy, Nonprofits, Online Advertising, Program Development, Program Management, Public Relations, Public Speaking, Recruiting, Research, Sales Management, Small Business, Social Media, Social Networking, Staff Development, Teaching, Team Leadership, Training
Education
Temple University 2006 — 2012
Doctor of Philosophy (Ph.D.), Social and Behavioral Marketing
University of Delaware 1993 — 1999
Master, Business Administration; Marketing and Finance
University of Delaware 1993 — 1997
Bachelor of Science, Business Administration; Marketing
Concord High School 1989 — 1993
Sebastian Machado Sebastian Machado's American Express Financial Advisors Experience January 2003 - December 2003
Job Polished Sales Professional, Leader with Strategic Vision, Customer Experience Enthusiast
Industry Information Technology and Services
Experience
Rackspace, The #1 Managed Cloud Company April 2013 - Present
Dell July 2012 - March 2013
Supreme Lending May 2011 - October 2012
Beach Cities Realty January 2006 - January 2011
People's Choice Home Loan, Inc January 2004 - December 2005
American Express Financial Advisors January 2003 - December 2003
Skills
Sales, Management, Strategy, Leadership, New Business Development, Finance, Business Development, Sales Management, Salesforce.com, Training, Marketing, Negotiation, Budgets, B2B, Project Planning, Coaching, Cloud Computing, Employee Training, Computer Proficiency, Forecasting, SaaS, Solution Selling, Account Management, Strategic Partnerships, Direct Sales, Enterprise Software, CRM, Customer Service, Managed Services, Strategic Planning, Sales Process, Consulting, Data Center, Team Leadership, Virtualization
Education
Texas Tech University - Rawls College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Rackspace, The #1 Managed Cloud Company April 2013 - Present
Dell July 2012 - March 2013
Supreme Lending May 2011 - October 2012
Beach Cities Realty January 2006 - January 2011
People's Choice Home Loan, Inc January 2004 - December 2005
American Express Financial Advisors January 2003 - December 2003
Skills
Sales, Management, Strategy, Leadership, New Business Development, Finance, Business Development, Sales Management, Salesforce.com, Training, Marketing, Negotiation, Budgets, B2B, Project Planning, Coaching, Cloud Computing, Employee Training, Computer Proficiency, Forecasting, SaaS, Solution Selling, Account Management, Strategic Partnerships, Direct Sales, Enterprise Software, CRM, Customer Service, Managed Services, Strategic Planning, Sales Process, Consulting, Data Center, Team Leadership, Virtualization
Education
Texas Tech University - Rawls College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Randy Boser Randy Boser's American Express Financial Advisors Experience May 1997 - May 2000
Job Chief Operating Officer True Friends (formerly Friendship Ventures)
Industry Financial Services
Experience
True Friends (formerly Camps of Courage and Friendship) September 2013 - Present
Twin Cities Habitat for Humanity January 2006 - Present
Camps of Courage and Friendship (merged Friendship Ventures and Camp Courage) May 2013 - September 2013
Beacon Interfaith Housing Collaborative April 2012 - May 2013
Friendship Ventures September 2012 - February 2013
Twin Cities RISE! August 2011 - October 2011
Ameriprise Financial May 2000 - April 2010
American Express Financial Advisors May 1997 - May 2000
American Express Financial Advisors May 1995 - May 1997
American Express Financial Advisors May 1985 - May 1995
Skills
Strategic Planning, Leading People, Driving Results, Process Improvement, Program Management, Fundraising, Business Development, Business Analysis, Leadership, Strategy, Nonprofits, Management, Marketing, Product Management, Product Development, Finance, Financial Services, Cross-functional Team..., Consulting, Budgets, Trusted Business Partner, Problem Analysis, Team Leadership
Education
University of Minnesota - Carlson School of Management 1984 — 1986
MBA, Marketing
St. Cloud State University 1977 — 1981
BS, Accounting
True Friends (formerly Camps of Courage and Friendship) September 2013 - Present
Twin Cities Habitat for Humanity January 2006 - Present
Camps of Courage and Friendship (merged Friendship Ventures and Camp Courage) May 2013 - September 2013
Beacon Interfaith Housing Collaborative April 2012 - May 2013
Friendship Ventures September 2012 - February 2013
Twin Cities RISE! August 2011 - October 2011
Ameriprise Financial May 2000 - April 2010
American Express Financial Advisors May 1997 - May 2000
American Express Financial Advisors May 1995 - May 1997
American Express Financial Advisors May 1985 - May 1995
Skills
Strategic Planning, Leading People, Driving Results, Process Improvement, Program Management, Fundraising, Business Development, Business Analysis, Leadership, Strategy, Nonprofits, Management, Marketing, Product Management, Product Development, Finance, Financial Services, Cross-functional Team..., Consulting, Budgets, Trusted Business Partner, Problem Analysis, Team Leadership
Education
University of Minnesota - Carlson School of Management 1984 — 1986
MBA, Marketing
St. Cloud State University 1977 — 1981
BS, Accounting
Mark S. Rodriguez Mark S. Rodriguez's American Express Financial Advisors Experience May 2000 - July 2004
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Ameriprise Financial June 2010 - Present
Ameriprise Financial September 2007 - June 2010
MGL Consulting 2005 - 2007
American Express Financial Advisors May 2000 - July 2004
Prudential Financial 1998 - 1999
Texas State Securities Board 1995 - 1998
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Administration, Accouting
Rajat Chhajer's American Express Financial Advisors Experience August 2002 - March 2005
Job Sr.Account Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2014 - Present
Cognizant Technology Solutions April 2012 - December 2013
IBM Global Business Services September 2010 - March 2012
Sun Knowledge December 2009 - August 2010
Wipro BPO 2006 - 2009
WNS Global Services December 2005 - July 2006
IBM April 2005 - December 2005
American Express Financial Advisors August 2002 - March 2005
Skills
Vendor Management, Business Development, Project Management, Account Management, Operations Management, Sales, Program Management, Team Management, BPO, Healthcare, Business Process..., Process Improvement, Service Delivery, Outsourcing, Transition Management, Training
Education
Symbiosis institute of Management Studies 2006 — 2009
MBA, Finance
Delhi College of Arts and Commerce 1999 — 2002
BA, Political Science
Cognizant Technology Solutions January 2014 - Present
Cognizant Technology Solutions April 2012 - December 2013
IBM Global Business Services September 2010 - March 2012
Sun Knowledge December 2009 - August 2010
Wipro BPO 2006 - 2009
WNS Global Services December 2005 - July 2006
IBM April 2005 - December 2005
American Express Financial Advisors August 2002 - March 2005
Skills
Vendor Management, Business Development, Project Management, Account Management, Operations Management, Sales, Program Management, Team Management, BPO, Healthcare, Business Process..., Process Improvement, Service Delivery, Outsourcing, Transition Management, Training
Education
Symbiosis institute of Management Studies 2006 — 2009
MBA, Finance
Delhi College of Arts and Commerce 1999 — 2002
BA, Political Science
Markus Byrd, CFS® Markus Byrd, CFS®'s American Express Financial Advisors Experience March 1991 - September 1999
Job Financial Advisor at NFP Advisor Services Group
Industry Financial Services
Experience
Milestone Group & Associates, LLC February 2014 - Present
NFP Advisor Services Group February 2014 - Present
Milestone Group & Associates LLC, Ameriprise Financial May 2010 - February 2014
Milestone Planning Partners December 2003 - April 2010
Milestone Planning Partners, LP December 2003 - April 2010
Allmerica Financial 1999 - 2003
American Express Financial Advisors March 1991 - September 1999
Skills
High Net Worth..., Personal Finance, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Wealth, 401k, Alternative Investments, Financial Modeling, Financial Services, Life Insurance, Equities, Financial Planners, Risk Management, Uniform Combined State..., Investment Management, Disability Insurance, Account Management, Sales, Saving for Education, Business Development, Investment Advisory, Finance, Series 24, Strategic Planning, Retirement Planning, Retirement, Financial Advisory, Marketing Strategy, Marketing, Customer Service, Financial Planning
Education
Stephen F. Austin State University 1986 — 1990
BBA, Economics Finance
Milestone Group & Associates, LLC February 2014 - Present
NFP Advisor Services Group February 2014 - Present
Milestone Group & Associates LLC, Ameriprise Financial May 2010 - February 2014
Milestone Planning Partners December 2003 - April 2010
Milestone Planning Partners, LP December 2003 - April 2010
Allmerica Financial 1999 - 2003
American Express Financial Advisors March 1991 - September 1999
Skills
High Net Worth..., Personal Finance, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Wealth, 401k, Alternative Investments, Financial Modeling, Financial Services, Life Insurance, Equities, Financial Planners, Risk Management, Uniform Combined State..., Investment Management, Disability Insurance, Account Management, Sales, Saving for Education, Business Development, Investment Advisory, Finance, Series 24, Strategic Planning, Retirement Planning, Retirement, Financial Advisory, Marketing Strategy, Marketing, Customer Service, Financial Planning
Education
Stephen F. Austin State University 1986 — 1990
BBA, Economics Finance
Jill Owings Jill Owings's American Express Financial Advisors Experience May 1984 - February 1999
Job Sales at Team National
Industry Building Materials
Experience
Team National August 2009 - Present
Concrete Building Solutions March 2002 - Present
Concrete Building Solutions March 2002 - Present
PolySteel Unlimited March 2001 - Present
ACN 2010 - 2010
Charlotte Soccer Academy 2006 - 2009
ABC 2005 - 2009
Women in the Know 2007 - 2008
American Express Financial Advisors May 1984 - February 1999
Education
Sweet Briar College 1977 — 1981
science degree, Physical Education
Team National August 2009 - Present
Concrete Building Solutions March 2002 - Present
Concrete Building Solutions March 2002 - Present
PolySteel Unlimited March 2001 - Present
ACN 2010 - 2010
Charlotte Soccer Academy 2006 - 2009
ABC 2005 - 2009
Women in the Know 2007 - 2008
American Express Financial Advisors May 1984 - February 1999
Education
Sweet Briar College 1977 — 1981
science degree, Physical Education
Keith Tufte, CFA Keith Tufte, CFA's American Express Financial Advisors Experience 1997 - 2001
Job President
Industry Investment Management
Experience
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Aaron Moore, JD* Aaron Moore, JD*'s American Express Financial Advisors Experience March 1998 - February 1999
Job VP, Managing Director, Lincoln Retirement Plan Services at Lincoln Financial Group *Licensed, not practicing
Industry Financial Services
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group July 2009 - December 2011
Lincoln Financial Group March 2006 - June 2009
Lincoln Financial Group March 2003 - February 2006
Lincoln Financial Group March 1999 - February 2003
American Express Financial Advisors March 1998 - February 1999
Skills
401k, Series 63, Retirement, Retirement Planning, Financial Services, Employee Benefits, IRAs, Financial Advisory, Series 24, Strategic Financial..., Series 65, Series 7, Asset Allocation, Defined Benefit, Management, Financial Planners, Wealth Management..., Wealth Management, Relationship Management, Series 6, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Insurance, FINRA, Financial Planning
Education
Texas Tech University School of Law 1994 — 1997
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group July 2009 - December 2011
Lincoln Financial Group March 2006 - June 2009
Lincoln Financial Group March 2003 - February 2006
Lincoln Financial Group March 1999 - February 2003
American Express Financial Advisors March 1998 - February 1999
Skills
401k, Series 63, Retirement, Retirement Planning, Financial Services, Employee Benefits, IRAs, Financial Advisory, Series 24, Strategic Financial..., Series 65, Series 7, Asset Allocation, Defined Benefit, Management, Financial Planners, Wealth Management..., Wealth Management, Relationship Management, Series 6, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Insurance, FINRA, Financial Planning
Education
Texas Tech University School of Law 1994 — 1997
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Al Rodriguez, ARPC's American Express Financial Advisors Experience 1990 - 1997
Job Major Accounts Retirement Services District Manager ADP
Industry Financial Services
Experience
ADP June 2015 - Present
CPI Qualified Plan Consultants / CUNA Mutual Retirement Solutions January 2013 - May 2015
Ascensus ( 401K plans) September 2004 - January 2013
MetLife Retirement Plans Group October 1999 - September 2004
Pan-American Life Insurance Company March 1998 - October 1999
Fidelity Investments October 1997 - March 1998
American Express Financial Advisors 1990 - 1997
Ameriprise Financial ( when it was American Express and IDS) 1990 - 1997
Skills
Retirement, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement Plan..., Pensions, Defined Benefit, Series 6, Qualified Retirement..., Defined Contribution, Profit Sharing, 403 b, FINRA registered, Non-Qualified Plans, Employee Benefits, DCIO, Investments
Education
The University of Texas at Dallas 1988 — 1990
Bachelor of Science in Business Administration, Finance
Texas Tech University 1982 — 1985
Petroleum Engineering
Monterey High School 1978 — 1981
yes
ADP June 2015 - Present
CPI Qualified Plan Consultants / CUNA Mutual Retirement Solutions January 2013 - May 2015
Ascensus ( 401K plans) September 2004 - January 2013
MetLife Retirement Plans Group October 1999 - September 2004
Pan-American Life Insurance Company March 1998 - October 1999
Fidelity Investments October 1997 - March 1998
American Express Financial Advisors 1990 - 1997
Ameriprise Financial ( when it was American Express and IDS) 1990 - 1997
Skills
Retirement, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement Plan..., Pensions, Defined Benefit, Series 6, Qualified Retirement..., Defined Contribution, Profit Sharing, 403 b, FINRA registered, Non-Qualified Plans, Employee Benefits, DCIO, Investments
Education
The University of Texas at Dallas 1988 — 1990
Bachelor of Science in Business Administration, Finance
Texas Tech University 1982 — 1985
Petroleum Engineering
Monterey High School 1978 — 1981
yes
Michael France Michael France's American Express Financial Advisors Experience 1999 - 2005
Job Assistant Vice President, Retail Sales Manager at Bank of America Home Loans
Industry Financial Services
Experience
Bank of America 2010 - Present
Bank of America 2007 - 2010
Indymac Bank 2005 - 2007
American Express Financial Advisors 1999 - 2005
Skills
Mortgage Lending, Banking, Mortgage Banking, Wholesale Lending, Strategic Financial..., Insurance, Real Estate, Sales Management, Residential Mortgages, Credit, FHA financing, VA loans, Conventional loans, Non-Conforming, Training, Leadership, Branch Management, Government Loans, HUD, Real Estate Transactions, Refinance, Financial Services, FHA, real estate lending, Purchase Planning, Purchase Financing, Team Management, Jumbo and Super Jumbo..., Physician Lending, Strategic Lending, Business Coaching, Loan Origination, Team Building, Team Leadership
Education
The American College 2002 — 2004
CFP, Certified Financial Planner Designation
Stockton University 1994 — 1998
B.A., Accounting/Finance
Bank of America 2010 - Present
Bank of America 2007 - 2010
Indymac Bank 2005 - 2007
American Express Financial Advisors 1999 - 2005
Skills
Mortgage Lending, Banking, Mortgage Banking, Wholesale Lending, Strategic Financial..., Insurance, Real Estate, Sales Management, Residential Mortgages, Credit, FHA financing, VA loans, Conventional loans, Non-Conforming, Training, Leadership, Branch Management, Government Loans, HUD, Real Estate Transactions, Refinance, Financial Services, FHA, real estate lending, Purchase Planning, Purchase Financing, Team Management, Jumbo and Super Jumbo..., Physician Lending, Strategic Lending, Business Coaching, Loan Origination, Team Building, Team Leadership
Education
The American College 2002 — 2004
CFP, Certified Financial Planner Designation
Stockton University 1994 — 1998
B.A., Accounting/Finance
Brien Lasse Brien Lasse's American Express Financial Advisors Experience 2003 - 2005
Job VP Wealth Mgmt Retirement Planning & Trust Officer at Union Savings Bank CT
Industry Financial Services
Experience
Union Savings Bank - CT October 2011 - Present
Daoud & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. July 2005 - October 2011
American Express Financial Advisors 2003 - 2005
Agility Partners 2001 - 2002
UST Inc. 1995 - 2001
Skills
Asset Allocation, Banking, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Wealth
Education
The University of Connecticut School of Business 1989 — 1994
Bachelor of Science, Finance & Information Systems
Union Savings Bank - CT October 2011 - Present
Daoud & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. July 2005 - October 2011
American Express Financial Advisors 2003 - 2005
Agility Partners 2001 - 2002
UST Inc. 1995 - 2001
Skills
Asset Allocation, Banking, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Wealth
Education
The University of Connecticut School of Business 1989 — 1994
Bachelor of Science, Finance & Information Systems
Paul Schorkopf Paul Schorkopf's American Express Financial Advisors Experience February 2003 - January 2004
Job Enterprise Account Manager at XO Communications
Industry Internet
Experience
XO Communications August 2015 - Present
365 Data Centers June 2014 - June 2015
EarthLink Business April 2013 - June 2014
Dell August 2010 - April 2013
Dell August 2008 - August 2011
Dell May 2005 - August 2008
JP Morgan Chase May 2003 - May 2004
American Express Financial Advisors February 2003 - January 2004
Morgan Stanley Dean Witter August 1998 - September 2002
Skills
SaaS, Storage, Account Acquisition, Solution Selling, Consultative Selling, Server Architecture, Cloud Computing, SAN, Virtualization, NAS, VMware, Storage Area Networks, iSCSI, Enterprise Software, Servers, Managed Services, Data Center, Disaster Recovery, Tape, Storage Virtualization, Salesforce.com, RAID, Deduplication, High Availability, Replication, SMB, Software Sales, Hosted Services, Managed Hosting, Product Management, PaaS, Clustering, Sales Management, Sales Process, Enterprise Storage, Storage Solutions, Backup Solutions, Business Continuity, VMware Infrastructure, Storage Architecture, Pre-sales, Solution Design, Professional Services, Enterprise Architecture, Hardware, RFP, Sales Presentations, IT Management, Computer Hardware, Colocation
Education
State University of New York College at Cortland
BA, political science
XO Communications August 2015 - Present
365 Data Centers June 2014 - June 2015
EarthLink Business April 2013 - June 2014
Dell August 2010 - April 2013
Dell August 2008 - August 2011
Dell May 2005 - August 2008
JP Morgan Chase May 2003 - May 2004
American Express Financial Advisors February 2003 - January 2004
Morgan Stanley Dean Witter August 1998 - September 2002
Skills
SaaS, Storage, Account Acquisition, Solution Selling, Consultative Selling, Server Architecture, Cloud Computing, SAN, Virtualization, NAS, VMware, Storage Area Networks, iSCSI, Enterprise Software, Servers, Managed Services, Data Center, Disaster Recovery, Tape, Storage Virtualization, Salesforce.com, RAID, Deduplication, High Availability, Replication, SMB, Software Sales, Hosted Services, Managed Hosting, Product Management, PaaS, Clustering, Sales Management, Sales Process, Enterprise Storage, Storage Solutions, Backup Solutions, Business Continuity, VMware Infrastructure, Storage Architecture, Pre-sales, Solution Design, Professional Services, Enterprise Architecture, Hardware, RFP, Sales Presentations, IT Management, Computer Hardware, Colocation
Education
State University of New York College at Cortland
BA, political science
Celeste Luna Celeste Luna's American Express Financial Advisors Experience June 2000 - October 2000
Job Investment Associate
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Smith Barney October 2000 - January 2009
American Express Financial Advisors June 2000 - October 2000
State Bank & Trust of Seguin January 1995 - May 2000
Education
Texas State University-San Marcos 1995 — 2000
BS
Texas Lutheran University 1994 — 1995
Seguin High School 1991 — 1995
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Smith Barney October 2000 - January 2009
American Express Financial Advisors June 2000 - October 2000
State Bank & Trust of Seguin January 1995 - May 2000
Education
Texas State University-San Marcos 1995 — 2000
BS
Texas Lutheran University 1994 — 1995
Seguin High School 1991 — 1995
Bill Shriver, CFA, CFP Bill Shriver, CFA, CFP's American Express Financial Advisors Experience 1999 - 2001
Job President and Chief Investment Officer at Shriver Investments Inc.
Industry Investment Management
Experience
Shriver Investments Inc. July 2008 - Present
Pine Cone Capital LLC 2003 - July 2008
Braun BioSystems 2001 - 2003
American Express Financial Advisors 1999 - 2001
Medtronic 1992 - 1999
Ohmeda 1987 - 1992
COBE Laboratories 1979 - 1987
Skills
Portfolio Management, Investments, Estate Planning, Insurance, Investment Management, Strategic Financial..., Investment Banking, Management, Valuation, Finance, Financial Advisory, Leadership, Start-ups, Strategic Planning, Wealth, Business Development, Financial Risk, Investment Advisory, Budgets, Business Planning, Small Business, Business Strategy, Asset Allocation, Negotiation, Real Estate, Financial Planning
Education
University of Colorado Denver 1981 — 1986
MBA, Finance
Stanford University 1977 — 1979
MS, Engineering Design
United States Military Academy at West Point 1968 — 1972
BS, Applied Science and Engineering
Shriver Investments Inc. July 2008 - Present
Pine Cone Capital LLC 2003 - July 2008
Braun BioSystems 2001 - 2003
American Express Financial Advisors 1999 - 2001
Medtronic 1992 - 1999
Ohmeda 1987 - 1992
COBE Laboratories 1979 - 1987
Skills
Portfolio Management, Investments, Estate Planning, Insurance, Investment Management, Strategic Financial..., Investment Banking, Management, Valuation, Finance, Financial Advisory, Leadership, Start-ups, Strategic Planning, Wealth, Business Development, Financial Risk, Investment Advisory, Budgets, Business Planning, Small Business, Business Strategy, Asset Allocation, Negotiation, Real Estate, Financial Planning
Education
University of Colorado Denver 1981 — 1986
MBA, Finance
Stanford University 1977 — 1979
MS, Engineering Design
United States Military Academy at West Point 1968 — 1972
BS, Applied Science and Engineering
Peggy Bergan ChFC, CLU, AEP Peggy Bergan ChFC, CLU, AEP's American Express Financial Advisors Experience August 2000 - May 2001
Job Independent Financial Advisor at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Tom D'Onofrio Tom D'Onofrio's American Express Financial Advisors Experience January 2000 - January 2003
Job Consultant Owner Magnett LLC
Industry Financial Services
Experience
Magnett LLC May 2009 - Present
Merrill Corporation April 2015 - September 2015
MoneyGram International June 2014 - March 2015
Allianz Life May 2013 - August 2013
MoneyGram International September 2010 - November 2012
Contata January 2010 - August 2010
bswing May 2009 - January 2010
Ameriprise Financial November 2007 - May 2009
Ameriprise Financial Services, Inc. January 2003 - October 2007
American Express Financial Advisors January 2000 - January 2003
Skills
Business Analysis, Financial Services, Process Improvement, Strategic Partnerships, Executive Coaching, New Business Development, Strategic Planning, Operations Management, Operational Excellence, Small Business, Customer Experience, Leadership Development, Road Maps, Management Consulting, Leadership, Operational Planning, Program Management, Project Portfolio...
Education
Stony Brook University 1979 — 1981
B.S., Computer Science, Applied Mathematics
Magnett LLC May 2009 - Present
Merrill Corporation April 2015 - September 2015
MoneyGram International June 2014 - March 2015
Allianz Life May 2013 - August 2013
MoneyGram International September 2010 - November 2012
Contata January 2010 - August 2010
bswing May 2009 - January 2010
Ameriprise Financial November 2007 - May 2009
Ameriprise Financial Services, Inc. January 2003 - October 2007
American Express Financial Advisors January 2000 - January 2003
Skills
Business Analysis, Financial Services, Process Improvement, Strategic Partnerships, Executive Coaching, New Business Development, Strategic Planning, Operations Management, Operational Excellence, Small Business, Customer Experience, Leadership Development, Road Maps, Management Consulting, Leadership, Operational Planning, Program Management, Project Portfolio...
Education
Stony Brook University 1979 — 1981
B.S., Computer Science, Applied Mathematics
Emily Raynor Emily Raynor's American Express Financial Advisors Experience June 1995 - July 1998
Job Director, Finance at Cardno Emerging Markets USA, Ltd.
Industry International Affairs
Experience
Cardno Emerging Markets December 2008 - Present
TCG International LLC October 2001 - December 2008
North American Development Bank January 2001 - September 2001
Peace Corps July 1998 - July 2000
American Express Financial Advisors June 1995 - July 1998
Skills
International..., Managerial Finance, Capacity Building, Proposal Writing, Grants, Nonprofits, Business Development, Policy, Program Management, Human Resources, International Project..., International Relations, Business Planning, Financial Analysis, Finance, International Business, Government Contracting, Financial Reporting, Real Estate, Property Management, Rental Homes, Economic Development, Policy Analysis
Education
St. Mary's University 1997 — 2001
Masters, Business Administration
St. Mary's University 1992 — 1995
Batchelors, Corporate Finance, Financial Services/ Risk Management
St. Michaels High School
Cardno Emerging Markets December 2008 - Present
TCG International LLC October 2001 - December 2008
North American Development Bank January 2001 - September 2001
Peace Corps July 1998 - July 2000
American Express Financial Advisors June 1995 - July 1998
Skills
International..., Managerial Finance, Capacity Building, Proposal Writing, Grants, Nonprofits, Business Development, Policy, Program Management, Human Resources, International Project..., International Relations, Business Planning, Financial Analysis, Finance, International Business, Government Contracting, Financial Reporting, Real Estate, Property Management, Rental Homes, Economic Development, Policy Analysis
Education
St. Mary's University 1997 — 2001
Masters, Business Administration
St. Mary's University 1992 — 1995
Batchelors, Corporate Finance, Financial Services/ Risk Management
St. Michaels High School
Eric Nichols Eric Nichols's American Express Financial Advisors Experience August 2003 - January 2004
Job Senior Technology & Production Support Specialist at Apple Growth Partners
Industry Accounting
Experience
Apple Growth Partners May 2014 - Present
New World Performance Laboratory August 2010 - Present
Apple Growth Partners June 2012 - May 2014
Apple Growth Partners January 2011 - June 2012
The University of Akron January 2009 - December 2011
H&R Block January 2009 - April 2009
Regency Roofing/ShakeMasters July 2005 - July 2008
Kisel Financial Services January 2004 - March 2005
American Express Financial Advisors August 2003 - January 2004
Skills
Personal income taxes, Entity taxation, Databases, Income Tax, Tax, Tax Preparation, Accounting, Excel, Word, Small Business, Access, Budgeting, General Ledger, PowerPoint, Microsoft Office, Non-profits, Outlook, Customer Relations, Problem Solving, Partnership Taxation, S Corporations, Sales, Corporate Tax, Tax Accounting, Tax Returns, QuickBooks, CCH ProSystem fx, Microsoft Word, Microsoft Excel, Strategic Financial..., Bookkeeping, Financial Statements, Internal Controls, Account Reconciliation, Journal Entries, Tax Research, Leadership, Process Improvement, Accounts Payable, Financial Reporting, Financial Analysis, Financial Accounting, Accounts Receivable, GAAP, Peachtree, Cost Accounting, Finance, Time Management, Payroll Taxes
Education
The University of Akron 2009 — 2011
Bachelor's of Science, Business Administration; Accountancy
Culver Academies 1995 — 1999
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Apple Growth Partners May 2014 - Present
New World Performance Laboratory August 2010 - Present
Apple Growth Partners June 2012 - May 2014
Apple Growth Partners January 2011 - June 2012
The University of Akron January 2009 - December 2011
H&R Block January 2009 - April 2009
Regency Roofing/ShakeMasters July 2005 - July 2008
Kisel Financial Services January 2004 - March 2005
American Express Financial Advisors August 2003 - January 2004
Skills
Personal income taxes, Entity taxation, Databases, Income Tax, Tax, Tax Preparation, Accounting, Excel, Word, Small Business, Access, Budgeting, General Ledger, PowerPoint, Microsoft Office, Non-profits, Outlook, Customer Relations, Problem Solving, Partnership Taxation, S Corporations, Sales, Corporate Tax, Tax Accounting, Tax Returns, QuickBooks, CCH ProSystem fx, Microsoft Word, Microsoft Excel, Strategic Financial..., Bookkeeping, Financial Statements, Internal Controls, Account Reconciliation, Journal Entries, Tax Research, Leadership, Process Improvement, Accounts Payable, Financial Reporting, Financial Analysis, Financial Accounting, Accounts Receivable, GAAP, Peachtree, Cost Accounting, Finance, Time Management, Payroll Taxes
Education
The University of Akron 2009 — 2011
Bachelor's of Science, Business Administration; Accountancy
Culver Academies 1995 — 1999
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sandra E. Goodstein, CFP, MSFS, CDFA Sandra E. Goodstein, CFP, MSFS, CDFA's American Express Financial Advisors Experience 1980 - 2004
Job Managing Director and Senior Financial Advisor at Wescott Financial Advisory Group, LLC
Industry Financial Services
Experience
Wescott Financial Advisory Group, LLC April 2015 - Present
Goodstein & Associates, LLC March 2004 - April 2015
American Express Financial Advisors 1980 - 2004
Education
American College 1983 — 1986
Masters of Science, Financial Services
Temple University 1969 — 1972
Bachelor's degree, Communications
Abington High School 1965 — 1969
High School Diploma
Wescott Financial Advisory Group, LLC April 2015 - Present
Goodstein & Associates, LLC March 2004 - April 2015
American Express Financial Advisors 1980 - 2004
Education
American College 1983 — 1986
Masters of Science, Financial Services
Temple University 1969 — 1972
Bachelor's degree, Communications
Abington High School 1965 — 1969
High School Diploma
Steve Triplett Steve Triplett's American Express Financial Advisors Experience April 1995 - June 1996
Job Retail Energy Originator at U.S. Energy Services
Industry Oil & Energy
Experience
U.S. Energy Services December 2013 - Present
U.S. Energy Services November 2012 - December 2013
Punch and Associates Investment Management July 2011 - October 2011
eLeaf Media September 2010 - January 2011
Mairs and Power, Inc April 2009 - July 2009
Kopp Investment Advisors June 1996 - January 2009
American Express Financial Advisors April 1995 - June 1996
American Express Financial Advisors March 1993 - April 1995
Education
St. Olaf College 1985 — 1989
U.S. Energy Services December 2013 - Present
U.S. Energy Services November 2012 - December 2013
Punch and Associates Investment Management July 2011 - October 2011
eLeaf Media September 2010 - January 2011
Mairs and Power, Inc April 2009 - July 2009
Kopp Investment Advisors June 1996 - January 2009
American Express Financial Advisors April 1995 - June 1996
American Express Financial Advisors March 1993 - April 1995
Education
St. Olaf College 1985 — 1989
Lance Pettus Lance Pettus's American Express Financial Advisors Experience March 2003 - October 2003
Job Economist III at State of Texas Comptroller of Public Accounts
Industry Capital Markets
Experience
State of Texas Comptroller of Public Accounts July 2014 - Present
TD Ameritrade December 2012 - February 2014
Oppenheimer & Co. August 2012 - December 2012
Wells Fargo Securities, LLC. April 2007 - August 2012
Wells Fargo Investment Management & Trust Services 2003 - April 2006
Wells Fargo October 2003 - May 2004
American Express Financial Advisors March 2003 - October 2003
AT&T Wireless May 1998 - October 2002
Skills
Bonds, Certificates of Deposit, Investments, Finance, Securities, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg, Municipal Bonds, US Treasuries, Federal Agencies, Commercial Paper, Corporate Bonds, collateralised mortgage..., Money Market Funds, Money Market, Portfolio Management, Asset Allocation, Asset Managment, Fixed Income, Fixed Income Analysis, variable rate demand..., Institutional Investors, Institutional Sales, Mutual Funds, Institutional..., Financial Markets, Risk Management, Corporates, Banking, Financial Services, Loans, Trading, Wealth Management, Equities, Relationship Management, Financial Risk, Uniform Combined State..., Investment Strategies, FINRA, Alternative Investments, Capital Markets, Treasury Management, Investment Advisory, Series 7, Series 63, Financial Analysis
Education
St. Edward's University 2005 — 2007
MBA, Corporate Finance, 3.38
Texas State University-San Marcos 1998 — 2002
BBA, Economics and Marketing
Dripping Springs H.S. 1994 — 1996
High School Diploma, General
State of Texas Comptroller of Public Accounts July 2014 - Present
TD Ameritrade December 2012 - February 2014
Oppenheimer & Co. August 2012 - December 2012
Wells Fargo Securities, LLC. April 2007 - August 2012
Wells Fargo Investment Management & Trust Services 2003 - April 2006
Wells Fargo October 2003 - May 2004
American Express Financial Advisors March 2003 - October 2003
AT&T Wireless May 1998 - October 2002
Skills
Bonds, Certificates of Deposit, Investments, Finance, Securities, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg, Municipal Bonds, US Treasuries, Federal Agencies, Commercial Paper, Corporate Bonds, collateralised mortgage..., Money Market Funds, Money Market, Portfolio Management, Asset Allocation, Asset Managment, Fixed Income, Fixed Income Analysis, variable rate demand..., Institutional Investors, Institutional Sales, Mutual Funds, Institutional..., Financial Markets, Risk Management, Corporates, Banking, Financial Services, Loans, Trading, Wealth Management, Equities, Relationship Management, Financial Risk, Uniform Combined State..., Investment Strategies, FINRA, Alternative Investments, Capital Markets, Treasury Management, Investment Advisory, Series 7, Series 63, Financial Analysis
Education
St. Edward's University 2005 — 2007
MBA, Corporate Finance, 3.38
Texas State University-San Marcos 1998 — 2002
BBA, Economics and Marketing
Dripping Springs H.S. 1994 — 1996
High School Diploma, General
Matt Gritman Matt Gritman's American Express Financial Advisors Experience 1995 - 1999
Job Senior Associate, Marketing, at Discover Student Loans
Industry Marketing and Advertising
Experience
Discover Financial Services December 2011 - Present
Xerox March 2010 - October 2011
SIGMA Marketing Group April 2008 - December 2008
Harte-Hanks May 2005 - March 2008
SIGMA Marketing Group 2001 - 2001
IMPCO 1999 - 2001
American Express Financial Advisors 1995 - 1999
Skills
Multi-channel Marketing, Email Marketing, Lead Generation, Direct Marketing, CRM, Direct Mail, Marketing Strategy, Copywriting, Marketing, Campaign Management, Social Media, SaaS, New Business Development, Segmentation, Database Marketing, Integrated Marketing, Digital Marketing, Analytics, Customer Acquisition, Public Relations, Marketing Communications, B2B Marketing, B2B, Business Development
Education
State University of New York College at Geneseo
Discover Financial Services December 2011 - Present
Xerox March 2010 - October 2011
SIGMA Marketing Group April 2008 - December 2008
Harte-Hanks May 2005 - March 2008
SIGMA Marketing Group 2001 - 2001
IMPCO 1999 - 2001
American Express Financial Advisors 1995 - 1999
Skills
Multi-channel Marketing, Email Marketing, Lead Generation, Direct Marketing, CRM, Direct Mail, Marketing Strategy, Copywriting, Marketing, Campaign Management, Social Media, SaaS, New Business Development, Segmentation, Database Marketing, Integrated Marketing, Digital Marketing, Analytics, Customer Acquisition, Public Relations, Marketing Communications, B2B Marketing, B2B, Business Development
Education
State University of New York College at Geneseo
Matthew Rotella,CFP,CRPC Private Wealth Advisor Matthew Rotella,CFP,CRPC Private Wealth Advisor's American Express Financial Advisors Experience August 1994 - September 1999
Job at Burklow, Rotella & Associates A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Burklow, Rotella & Associates A private wealth advisory practice of Ameriprise Financial Services September 1999 - Present
American Express Financial Advisors August 1994 - September 1999
Education
United States Military Academy at West Point 1982 — 1986
BS, Leadership
Stevens Institute of Technology 1988 — 1994
MS, Management
Burklow, Rotella & Associates A private wealth advisory practice of Ameriprise Financial Services September 1999 - Present
American Express Financial Advisors August 1994 - September 1999
Education
United States Military Academy at West Point 1982 — 1986
BS, Leadership
Stevens Institute of Technology 1988 — 1994
MS, Management
Seth Asman Seth Asman's American Express Financial Advisors Experience 1999 - 2000
Job Woodmark Forest Industries
Industry Paper & Forest Products
Experience
Woodmark Forest Industries 2013 - Present
Allstate 2012 - 2013
New York Life 2006 - 2012
Nationwide Insurance 2004 - 2006
Greater Harrisburg Church of Christ 2000 - 2004
American Express Financial Advisors 1999 - 2000
Black & Decker 1998 - 1998
Skills
Leadership, Collaborative Problem..., Team Building, Public Speaking, Training, Project Management, Financial Planning, Business Development..., Insurance, Consultative Selling, Retirement, Strategic Analysis, Wealth Management, Retirement Planning, Financial Services, Finance, Fixed Annuities, Mutual Funds, Estate Planning, Long-term Care, 401k, Succession Planning, Life Insurance, Series 6, Term Life Insurance, Analysis, Tax, Disability Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Wealth, Financial Planners, Variable Annuities, Employee Benefits, Long Term Care, Strategic Financial..., Whole Life, Series 7, Series 63, Tax Reduction Strategies, Wealth Transfer Planning
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Business Finance & Human Resources
The American College
Finance, General
Woodmark Forest Industries 2013 - Present
Allstate 2012 - 2013
New York Life 2006 - 2012
Nationwide Insurance 2004 - 2006
Greater Harrisburg Church of Christ 2000 - 2004
American Express Financial Advisors 1999 - 2000
Black & Decker 1998 - 1998
Skills
Leadership, Collaborative Problem..., Team Building, Public Speaking, Training, Project Management, Financial Planning, Business Development..., Insurance, Consultative Selling, Retirement, Strategic Analysis, Wealth Management, Retirement Planning, Financial Services, Finance, Fixed Annuities, Mutual Funds, Estate Planning, Long-term Care, 401k, Succession Planning, Life Insurance, Series 6, Term Life Insurance, Analysis, Tax, Disability Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Wealth, Financial Planners, Variable Annuities, Employee Benefits, Long Term Care, Strategic Financial..., Whole Life, Series 7, Series 63, Tax Reduction Strategies, Wealth Transfer Planning
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Business Finance & Human Resources
The American College
Finance, General
Sherry Hanna's American Express Financial Advisors Experience 1998 - 1999
Job Marketing Communications Specialist
Industry Oil & Energy
Experience
ExxonMobil Chemical February 2000 - Present
American Express Financial Advisors 1998 - 1999
Dischino & Associates December 1996 - October 1998
Ronetco Supermarkets November 1995 - December 1996
Sunbelt National Mortgage May 1994 - August 1995
Blockbuster 1989 - 1991
Skills
Data Management, SharePoint, Project Management, Access, Data Analysis, Process Improvement, Databases, Business Analysis, Project Planning, Business Process, Training, Marketing Communications, Project Coordination, Sustainability, LEED, Indoor Air Quality, Corporate Communications, Communication Skills, Quality Assurance..., Quality Control, Records Management, Internal Controls, Ergonomics, Team Leadership, Outlook, Sales, Microsoft Excel, Customer Service, Engineering
Education
University of Houston-Downtown 2009 — 2014
Bachelor's degree, Organizational Communication, General
The University of Akron 2001 — 2008
Communication and Media Studies
Texas Woman's University 1991 — 1993
The University of Texas at Austin 1985 — 1988
ExxonMobil Chemical February 2000 - Present
American Express Financial Advisors 1998 - 1999
Dischino & Associates December 1996 - October 1998
Ronetco Supermarkets November 1995 - December 1996
Sunbelt National Mortgage May 1994 - August 1995
Blockbuster 1989 - 1991
Skills
Data Management, SharePoint, Project Management, Access, Data Analysis, Process Improvement, Databases, Business Analysis, Project Planning, Business Process, Training, Marketing Communications, Project Coordination, Sustainability, LEED, Indoor Air Quality, Corporate Communications, Communication Skills, Quality Assurance..., Quality Control, Records Management, Internal Controls, Ergonomics, Team Leadership, Outlook, Sales, Microsoft Excel, Customer Service, Engineering
Education
University of Houston-Downtown 2009 — 2014
Bachelor's degree, Organizational Communication, General
The University of Akron 2001 — 2008
Communication and Media Studies
Texas Woman's University 1991 — 1993
The University of Texas at Austin 1985 — 1988
Susan Delmer's American Express Financial Advisors Experience 1999 - 2001
Job Sales Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2011 - Present
Citi Smith Barney February 2008 - July 2011
JPMorgan Chase October 2006 - August 2007
Alliance Bernstein 2001 - 2007
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 63, Series 65, Wholesaling, Consultative Selling, Financial Markets, Investments, Separately Managed..., Equities, Fixed Income, Mutual Funds, Securities, Bonds, Alternative Investments, Hedge Funds, Financial Planning, Investment Advisory, Wealth Management, Asset Allocation, Managed Accounts, Investment Products, Financial Advisory, Strategic Financial..., Managing Accounts, Trading, FINRA, Investment Strategies, Financial Services, ETFs, Retirement, Selling, Insurance, Finance, Uniform Combined State..., Wholesale, Asset Management, Retirement Planning, Portfolio Management, Sales
Education
Texas Tech University 1989 — 1991
Not Completed, English
Alamo Heights High School
Advisors Asset Management, Inc. July 2011 - Present
Citi Smith Barney February 2008 - July 2011
JPMorgan Chase October 2006 - August 2007
Alliance Bernstein 2001 - 2007
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 63, Series 65, Wholesaling, Consultative Selling, Financial Markets, Investments, Separately Managed..., Equities, Fixed Income, Mutual Funds, Securities, Bonds, Alternative Investments, Hedge Funds, Financial Planning, Investment Advisory, Wealth Management, Asset Allocation, Managed Accounts, Investment Products, Financial Advisory, Strategic Financial..., Managing Accounts, Trading, FINRA, Investment Strategies, Financial Services, ETFs, Retirement, Selling, Insurance, Finance, Uniform Combined State..., Wholesale, Asset Management, Retirement Planning, Portfolio Management, Sales
Education
Texas Tech University 1989 — 1991
Not Completed, English
Alamo Heights High School
Dotty Coffey's American Express Financial Advisors Experience 1997 - 2000
Job Director Business Process Improvement at OptumInsight
Industry Hospital & Health Care
Experience
OptumInsight September 2011 - Present
Ingenix / United Health Group September 2007 - 2011
Parametric Technology Corporation 2000 - 2007
American Express Financial Advisors 1997 - 2000
Keane 1993 - 1997
Tokheim Automation 1990 - 1993
Daniel Industries 1987 - 1990
Skills
Agile Methodologies, Program Management, Quality Assurance, Process Improvement, Business Process, PMO, Scrum, Project Management, CMMI, SDLC, Cross-functional Team..., Software Documentation, Team Building, Business Process..., Leadership, Enterprise Software, Software Project..., IT Strategy, Integration, Visio, Communications Planning, Marketing Communications
Education
University of Houston
University of Phoenix 1999 — 2003
MBA
Texas A&M University 1977 — 1981
Bachelors
OptumInsight September 2011 - Present
Ingenix / United Health Group September 2007 - 2011
Parametric Technology Corporation 2000 - 2007
American Express Financial Advisors 1997 - 2000
Keane 1993 - 1997
Tokheim Automation 1990 - 1993
Daniel Industries 1987 - 1990
Skills
Agile Methodologies, Program Management, Quality Assurance, Process Improvement, Business Process, PMO, Scrum, Project Management, CMMI, SDLC, Cross-functional Team..., Software Documentation, Team Building, Business Process..., Leadership, Enterprise Software, Software Project..., IT Strategy, Integration, Visio, Communications Planning, Marketing Communications
Education
University of Houston
University of Phoenix 1999 — 2003
MBA
Texas A&M University 1977 — 1981
Bachelors
Karin Wold-Parish Karin Wold-Parish's American Express Financial Advisors Experience February 1995 - September 1996
Job Owner of Tansy Designs
Industry Design
Experience
Tansy & Co September 2010 - Present
University of Nebraska at Omaha February 2001 - July 2002
KGWC-TV September 1998 - June 2000
American Express Financial Advisors February 1995 - September 1996
Education
St. Olaf College 1984 — 1988
Psychology & Fine Art
John Marshall High School 1980 — 1984
Brown Institute
Broadcast Journalism
Tansy & Co September 2010 - Present
University of Nebraska at Omaha February 2001 - July 2002
KGWC-TV September 1998 - June 2000
American Express Financial Advisors February 1995 - September 1996
Education
St. Olaf College 1984 — 1988
Psychology & Fine Art
John Marshall High School 1980 — 1984
Brown Institute
Broadcast Journalism
Steven B. Goldstein, MBA, CFP(R), CRPC(R), RICP(R)'s American Express Financial Advisors Experience September 2002 - December 2008
Job CERTIFIED FINANCIAL PLANNER(TM) / Retirement Income Certified Professional(R)
Industry Financial Services
Experience
oXYGen Financial Inc December 2008 - Present
American Express Financial Advisors September 2002 - December 2008
MCI Corporation September 1986 - February 2001
Skills
Retirement Planning, Financial Advisory, Investment Advisory, Estate Planning, Insurance, Qualified Retirement..., Wealth Management
Education
University of Rochester
MBA, Finance and Accounting
SUNY Oneonta
BA, Business Economics
oXYGen Financial Inc December 2008 - Present
American Express Financial Advisors September 2002 - December 2008
MCI Corporation September 1986 - February 2001
Skills
Retirement Planning, Financial Advisory, Investment Advisory, Estate Planning, Insurance, Qualified Retirement..., Wealth Management
Education
University of Rochester
MBA, Finance and Accounting
SUNY Oneonta
BA, Business Economics
James Czajkowski James Czajkowski's American Express Financial Advisors Experience August 1985 - December 1990
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 1991 - Present
American Express Financial Advisors August 1985 - December 1990
Skills
Retirement Planning, Wealth Management, Investment services, Investment planning, Execuitive benefits..., Education planning..., Long term care planning..., Estate Planning, Financial Strategy, Insurance Planning, Annuity services, Tax-deferred investment..., IRA distribution..., Risk Management, 401 (k) distribution...
Education
The University of Connecticut School of Business 1982 — 1985
finance
AXA Advisors February 1991 - Present
American Express Financial Advisors August 1985 - December 1990
Skills
Retirement Planning, Wealth Management, Investment services, Investment planning, Execuitive benefits..., Education planning..., Long term care planning..., Estate Planning, Financial Strategy, Insurance Planning, Annuity services, Tax-deferred investment..., IRA distribution..., Risk Management, 401 (k) distribution...
Education
The University of Connecticut School of Business 1982 — 1985
finance
Gina Jackson-Powell Gina Jackson-Powell's American Express Financial Advisors Experience June 1996 - May 1997
Job Corporate Office Receptionist/Admin. Asst.
Industry Health, Wellness and Fitness
Experience
Girlie-Girl-Goodies.com May 2004 - Present
Sherman Associates July 2013 - April 2015
PwC February 2013 - June 2013
Lender Processing Services, Inc. (LPS) September 2012 - November 2012
Rust Consulting October 2011 - January 2012
Ameriprise Financial Services, Inc. November 1997 - March 2011
American Express Financial Advisors June 1996 - May 1997
Berkley Risk Services Inc February 1993 - June 1996
Skills
Small Business, Customer Service, Social Networking, Social Media, Entrepreneurship, Public Speaking, Financial Services, Coaching, Microsoft Office
Education
The Ohio State University 1987 — 1989
Textiles and Clothing
Girlie-Girl-Goodies.com May 2004 - Present
Sherman Associates July 2013 - April 2015
PwC February 2013 - June 2013
Lender Processing Services, Inc. (LPS) September 2012 - November 2012
Rust Consulting October 2011 - January 2012
Ameriprise Financial Services, Inc. November 1997 - March 2011
American Express Financial Advisors June 1996 - May 1997
Berkley Risk Services Inc February 1993 - June 1996
Skills
Small Business, Customer Service, Social Networking, Social Media, Entrepreneurship, Public Speaking, Financial Services, Coaching, Microsoft Office
Education
The Ohio State University 1987 — 1989
Textiles and Clothing
Tom Bolger's American Express Financial Advisors Experience January 2002 - October 2002
Job Key Account Manager at Follett School Solutions
Industry Education Management
Experience
Follett School Solutions November 2004 - Present
TD Ameritrade October 2002 - November 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Strengthening Client..., New Customer..., Experienced Sales..., Strategic Planning, Solution Development, Cross-functional Team..., Public Speaking, Key Account Management, Consultative Selling..., CRM databases, Solution Selling, Direct Sales, B2B Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
Master's Degree, Business Administration and Management, General
Texas Christian University 1998 — 2001
Bachelor's Degree, Marketing
Follett School Solutions November 2004 - Present
TD Ameritrade October 2002 - November 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Strengthening Client..., New Customer..., Experienced Sales..., Strategic Planning, Solution Development, Cross-functional Team..., Public Speaking, Key Account Management, Consultative Selling..., CRM databases, Solution Selling, Direct Sales, B2B Marketing
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
Master's Degree, Business Administration and Management, General
Texas Christian University 1998 — 2001
Bachelor's Degree, Marketing
Michael H Gross Michael H Gross's American Express Financial Advisors Experience 1995 - 1997
Job President & Managing Principal Cornerstone Planning Wealth Made Simple
Industry Investment Management
Experience
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Peter Ramundo Peter Ramundo's American Express Financial Advisors Experience September 2003 - May 2005
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
Anne E. Finley's American Express Financial Advisors Experience January 2001 - August 2004
Job Experienced Recruiter Looking for a new opportunity in staffing
Industry Staffing and Recruiting
Experience
Daddy's Ventures, Inc. September 2009 - 2011
Professional Staffing Group September 2008 - May 2010
Kelly Financial Resources August 2007 - September 2008
Robert Half International July 2005 - August 2007
Deutsche Bank June 2004 - July 2005
American Express Financial Advisors January 2001 - August 2004
J.P. Morgan, NYC December 1999 - January 2001
London Metal Exchange December 1999 - December 1999
Skills
Banking, Financial Services, Finance, Human Resources, Hedge Funds, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Private Equity, Recruiting, Talent Acquisition, Technical Recruiting
Education
University of Maryland College Park 1995 — 1999
B.S., Economics
The London School of Economics and Political Science (LSE)
MPP, Economics
Daddy's Ventures, Inc. September 2009 - 2011
Professional Staffing Group September 2008 - May 2010
Kelly Financial Resources August 2007 - September 2008
Robert Half International July 2005 - August 2007
Deutsche Bank June 2004 - July 2005
American Express Financial Advisors January 2001 - August 2004
J.P. Morgan, NYC December 1999 - January 2001
London Metal Exchange December 1999 - December 1999
Skills
Banking, Financial Services, Finance, Human Resources, Hedge Funds, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Private Equity, Recruiting, Talent Acquisition, Technical Recruiting
Education
University of Maryland College Park 1995 — 1999
B.S., Economics
The London School of Economics and Political Science (LSE)
MPP, Economics
Elyn Charlyn (Wagner) Hoefs Elyn Charlyn (Wagner) Hoefs's American Express Financial Advisors Experience October 1993 - May 1996
Job Commercial Client Executive at TRICOR Insurance/Westland Insurance Services
Industry Insurance
Experience
TRICOR Insurance / Westland Insurance Services, Inc. June 2015 - Present
Westland Insurance Services, Inc. December 2014 - July 2015
General Beer Northeast Central December 2010 - December 2014
Jackson Kahl Insurance Services LLC August 2007 - November 2010
Home Builders Association of Fond du Lac and Dodge Counties, Inc. 1999 - 2010
The Phoenix Group of Wisconsin, Inc. October 2004 - August 2007
Wagner Brothers Well Drilling, Inc. May 1996 - August 2004
American Express Financial Advisors October 1993 - May 1996
Skills
Employee Benefits, Insurance, Nonprofits, Mutual Funds, Umbrella Insurance, Commercial Lines, Sales, Life Insurance, Public Speaking, Strategic Planning, Fundraising, Workers Compensation, Marketing, Customer Service, Team Building, Budgets, Property & Casualty..., Commercial Insurance, Training, Health Insurance
Education
St. Olaf College 1988 — 1993
Music - Voice Performance
New Holstein High School 1984 — 1988
Music - Voice Performance
TRICOR Insurance / Westland Insurance Services, Inc. June 2015 - Present
Westland Insurance Services, Inc. December 2014 - July 2015
General Beer Northeast Central December 2010 - December 2014
Jackson Kahl Insurance Services LLC August 2007 - November 2010
Home Builders Association of Fond du Lac and Dodge Counties, Inc. 1999 - 2010
The Phoenix Group of Wisconsin, Inc. October 2004 - August 2007
Wagner Brothers Well Drilling, Inc. May 1996 - August 2004
American Express Financial Advisors October 1993 - May 1996
Skills
Employee Benefits, Insurance, Nonprofits, Mutual Funds, Umbrella Insurance, Commercial Lines, Sales, Life Insurance, Public Speaking, Strategic Planning, Fundraising, Workers Compensation, Marketing, Customer Service, Team Building, Budgets, Property & Casualty..., Commercial Insurance, Training, Health Insurance
Education
St. Olaf College 1988 — 1993
Music - Voice Performance
New Holstein High School 1984 — 1988
Music - Voice Performance
Lauren Connell Lauren Connell's American Express Financial Advisors Experience October 2002 - November 2003
Job Teleflex Talent Acquisition Manager
Industry Staffing and Recruiting
Experience
Teleflex July 2012 - Present
Pinstripe May 2011 - July 2012
Resource Accounting May 2007 - May 2011
SHRM 2007 - 2011
Second Empire Restaurant December 2003 - May 2007
American Express Financial Advisors October 2002 - November 2003
SHRM January 1998 - January 2002
Skills
Recruiting, Marketing, PowerPoint, Business Development, Public Speaking, Fieldglass, Excel, ATS, TRM, Boolean Searching, Building Relationships, Advanced Manufacturing..., Professional Services..., Niche Engineering..., Full Life Cycle..., Mentoring, Team Leadership, Strategic Sourcing, Deadline Driven, Team Building, Highly detail oriented, Process Driven, Applicant Tracking..., Professional Services, Microsoft Excel, Manufacturing, Interviews, Human Resources, Sourcing, Talent Acquisition, Talent Management, Temporary Placement, Employee Relations, Training
Education
The Ohio State University 1998 — 2002
Bachelor of Arts, Sociology
PHR through SHRM study group
Sycamore
University of Tennessee-Knoxville
Teleflex July 2012 - Present
Pinstripe May 2011 - July 2012
Resource Accounting May 2007 - May 2011
SHRM 2007 - 2011
Second Empire Restaurant December 2003 - May 2007
American Express Financial Advisors October 2002 - November 2003
SHRM January 1998 - January 2002
Skills
Recruiting, Marketing, PowerPoint, Business Development, Public Speaking, Fieldglass, Excel, ATS, TRM, Boolean Searching, Building Relationships, Advanced Manufacturing..., Professional Services..., Niche Engineering..., Full Life Cycle..., Mentoring, Team Leadership, Strategic Sourcing, Deadline Driven, Team Building, Highly detail oriented, Process Driven, Applicant Tracking..., Professional Services, Microsoft Excel, Manufacturing, Interviews, Human Resources, Sourcing, Talent Acquisition, Talent Management, Temporary Placement, Employee Relations, Training
Education
The Ohio State University 1998 — 2002
Bachelor of Arts, Sociology
PHR through SHRM study group
Sycamore
University of Tennessee-Knoxville
Brent Ford's American Express Financial Advisors Experience 2003 - 2005
Job Human Resources Manager at PTR Baler & Compactor
Industry Machinery
Experience
PTR Baler & Compactor 2011 - Present
Two Technologies 2010 - 2011
Shunra Software 2008 - 2010
Daisy Brand 2005 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Recruiting, Management, Leadership, Human Resources, Payroll, Organizational..., Team Building, Employee Benefits, Talent Acquisition, Talent Management, Strategic Planning, Organizational..., Personnel Management, Employee Engagement, Team Leadership, Change Management, Performance Management, Organizational Design, Compensation & Benefit, Coaching, Employment Law
Education
Texas A&M University - Mays Business School
Bachelor of Business Administration, Finance
PTR Baler & Compactor 2011 - Present
Two Technologies 2010 - 2011
Shunra Software 2008 - 2010
Daisy Brand 2005 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Recruiting, Management, Leadership, Human Resources, Payroll, Organizational..., Team Building, Employee Benefits, Talent Acquisition, Talent Management, Strategic Planning, Organizational..., Personnel Management, Employee Engagement, Team Leadership, Change Management, Performance Management, Organizational Design, Compensation & Benefit, Coaching, Employment Law
Education
Texas A&M University - Mays Business School
Bachelor of Business Administration, Finance
Krista Dunn Krista Dunn's American Express Financial Advisors Experience February 2000 - January 2001
Job Theatrical Distribution Consultant
Industry Entertainment
Experience
Self August 2012 - Present
Summit Entertainment October 2007 - April 2012
Summit Entertainment 2005 - October 2007
Summit Entertainment 2001 - 2005
American Express Financial Advisors February 2000 - January 2001
McMahon, Kublick, McGinty & Smith, P.C. May 1999 - January 2000
Skills
Entertainment, Film, New Media, Digital Media, Television, Sales, Management, Theatre, Licensing, Film Production, Publicity, Negotiation, Blogging, Production Managment, Social Media, Video, Video Production, Social Networking
Education
Syracuse University 1997 — 2001
Bachelor of Arts, English
Edgewood High School 1993 — 1997
Self August 2012 - Present
Summit Entertainment October 2007 - April 2012
Summit Entertainment 2005 - October 2007
Summit Entertainment 2001 - 2005
American Express Financial Advisors February 2000 - January 2001
McMahon, Kublick, McGinty & Smith, P.C. May 1999 - January 2000
Skills
Entertainment, Film, New Media, Digital Media, Television, Sales, Management, Theatre, Licensing, Film Production, Publicity, Negotiation, Blogging, Production Managment, Social Media, Video, Video Production, Social Networking
Education
Syracuse University 1997 — 2001
Bachelor of Arts, English
Edgewood High School 1993 — 1997
David Bayer David Bayer's American Express Financial Advisors Experience February 1992 - April 1998
Job Managing Director at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Sean Hatfield Sean Hatfield's American Express Financial Advisors Experience January 1998 - September 1998
Job Inside Sales Lead at Assa Abloy Hospitality
Industry Information Services
Experience
Assa Abloy Hospitality March 2010 - Present
McGraw-Hill Construction May 2006 - January 2010
Intuit October 1998 - August 2005
American Express Financial Advisors January 1998 - September 1998
Skills
New Business Development, Sales Management, B2B, Business Strategy, Training, Sales, Process Improvement, Sales Operations, Accounting, Account Management, Leadership, Customer Service, Forecasting
Education
Tarleton State University 1996 — 1997
BBA, Finance and Accounting
Arlington High School
Assa Abloy Hospitality March 2010 - Present
McGraw-Hill Construction May 2006 - January 2010
Intuit October 1998 - August 2005
American Express Financial Advisors January 1998 - September 1998
Skills
New Business Development, Sales Management, B2B, Business Strategy, Training, Sales, Process Improvement, Sales Operations, Accounting, Account Management, Leadership, Customer Service, Forecasting
Education
Tarleton State University 1996 — 1997
BBA, Finance and Accounting
Arlington High School
Sim Kellner's American Express Financial Advisors Experience June 1998 - October 2005
Job Senior Business Analyst, Loss and Recoveries
Industry Financial Services
Experience
Advice and Wealth Management Solutions, Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors June 1998 - October 2005
TCF Bank 1991 - 1998
Skills
Business Analysis, Requirements Gathering, Finance, Process Improvement, Alternative Investments, Mutual Funds, Project Management, UAT coordination, User Requirements, Integration, Banking, Test Planning, Experienced Business..., Strategy, PMO, Insurance, Wealth Management, Business Requirements, Management, Data Mapping, SDLC
Education
St. Olaf College 1986 — 1990
Bachelor's degree, Mathematics
Woodstock School, India 1982 — 1986
Advice and Wealth Management Solutions, Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors June 1998 - October 2005
TCF Bank 1991 - 1998
Skills
Business Analysis, Requirements Gathering, Finance, Process Improvement, Alternative Investments, Mutual Funds, Project Management, UAT coordination, User Requirements, Integration, Banking, Test Planning, Experienced Business..., Strategy, PMO, Insurance, Wealth Management, Business Requirements, Management, Data Mapping, SDLC
Education
St. Olaf College 1986 — 1990
Bachelor's degree, Mathematics
Woodstock School, India 1982 — 1986
Erik Hernquist Erik Hernquist's American Express Financial Advisors Experience July 1998 - February 2000
Job Customer Relationship Manager at Federal Reserve Information Technology
Industry Telecommunications
Experience
Federal Reserve Information Technology January 2012 - Present
AT&T June 2005 - January 2012
Billington Imports February 2003 - May 2005
Potomac Cannons Professional Baseball February 2000 - February 2003
American Express Financial Advisors July 1998 - February 2000
Skills
Field Marketing, Marketing Strategy, Customer Relations, Promotions, Market Analysis, Business Planning, CRM, Customer Service, Leadership, Management, Marketing, Marketing Research, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
George Mason University - School of Management 1994 — 1998
BS - Business Management
NRHS
Federal Reserve Information Technology January 2012 - Present
AT&T June 2005 - January 2012
Billington Imports February 2003 - May 2005
Potomac Cannons Professional Baseball February 2000 - February 2003
American Express Financial Advisors July 1998 - February 2000
Skills
Field Marketing, Marketing Strategy, Customer Relations, Promotions, Market Analysis, Business Planning, CRM, Customer Service, Leadership, Management, Marketing, Marketing Research, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
George Mason University - School of Management 1994 — 1998
BS - Business Management
NRHS
Michael Johnshoy, CIMA Michael Johnshoy, CIMA's American Express Financial Advisors Experience January 1993 - September 1995
Job Senior Investment Manager at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank July 2001 - August 2005
Retirement Plan Services November 1997 - July 2001
State Street Global Advisors September 1995 - November 1997
State Street Global Advisors 1995 - 1997
American Express Financial Advisors January 1993 - September 1995
United States Army Reserve April 1987 - May 1994
Skills
Mutual Funds, Investments, Asset Management, Pensions, Retirement, 401k, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Equities, Investment Strategies, Client Service, Bonds, Financial Analysis, Banking, Wealth, Financial Markets, Funding, Analysis, Employee Benefits, Asset, Retirement Planning, Financial Planning, Alternative Investments, Financial Advisory, Strategic Financial...
Education
St. Cloud State University 1993 — 1995
Bachelor of Science, Business Finance
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank July 2001 - August 2005
Retirement Plan Services November 1997 - July 2001
State Street Global Advisors September 1995 - November 1997
State Street Global Advisors 1995 - 1997
American Express Financial Advisors January 1993 - September 1995
United States Army Reserve April 1987 - May 1994
Skills
Mutual Funds, Investments, Asset Management, Pensions, Retirement, 401k, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Equities, Investment Strategies, Client Service, Bonds, Financial Analysis, Banking, Wealth, Financial Markets, Funding, Analysis, Employee Benefits, Asset, Retirement Planning, Financial Planning, Alternative Investments, Financial Advisory, Strategic Financial...
Education
St. Cloud State University 1993 — 1995
Bachelor of Science, Business Finance
Matthew Lytell Matthew Lytell's American Express Financial Advisors Experience 1991 - 2001
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company January 2005 - Present
Raymond James March 2001 - January 2005
American Express Financial Advisors 1991 - 2001
Skills
Investments, Wealth Management, Finance, Retirement Planning, Financial Planning, Mutual Funds, Management, Insurance, Series 7, Financial Services
Education
Syracuse University 1986 — 1990
BS, Finance and Marketing
Northwestern Mutual Wealth Management Company January 2005 - Present
Raymond James March 2001 - January 2005
American Express Financial Advisors 1991 - 2001
Skills
Investments, Wealth Management, Finance, Retirement Planning, Financial Planning, Mutual Funds, Management, Insurance, Series 7, Financial Services
Education
Syracuse University 1986 — 1990
BS, Finance and Marketing
Lorrie Miller, MBA, CPA Lorrie Miller, MBA, CPA's American Express Financial Advisors Experience March 2003 - September 2005
Job Director of Accounting at United Healthcare
Industry Financial Services
Experience
United Healthcare April 2010 - Present
Ameriprise Financial, Inc March 2003 - March 2009
American Express Financial Advisors March 2003 - September 2005
American Express March 2003 - September 2005
GE Capital Fleet Services October 2001 - January 2003
PeopleNet Communications October 2000 - September 2001
St. Paul Companies September 1998 - November 1999
Cargill August 1988 - September 1998
USBank August 1984 - August 1988
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
St. Cloud State University 1980 — 1984
BS, Accounting
United Healthcare April 2010 - Present
Ameriprise Financial, Inc March 2003 - March 2009
American Express Financial Advisors March 2003 - September 2005
American Express March 2003 - September 2005
GE Capital Fleet Services October 2001 - January 2003
PeopleNet Communications October 2000 - September 2001
St. Paul Companies September 1998 - November 1999
Cargill August 1988 - September 1998
USBank August 1984 - August 1988
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
St. Cloud State University 1980 — 1984
BS, Accounting
Kim Idrovo Kim Idrovo's American Express Financial Advisors Experience 1998 - 1999
Job Director of Member SolutionsAcute Care
Industry Medical Devices
Experience
Amerinet, Inc. 2012 - Present
Provista 2010 - 2012
Cardinal Health 2003 - 2009
Arthrotek 2001 - 2003
California Closets 1997 - 2001
American Express Financial Advisors 1998 - 1999
Hennipin County Medical Center 1996 - 1998
Stillwater Good Samaritan Center 1990 - 1996
Skills
Group Purchasing, Healthcare, Hospitals, Pharmaceutical Sales, Medical Devices, Surgery, Sales Management, Surgeons, Sales Operations, Operating Room
Education
St. Cloud State University 1986 — 1990
BS, Therapeutic Recreation
hastings
Amerinet, Inc. 2012 - Present
Provista 2010 - 2012
Cardinal Health 2003 - 2009
Arthrotek 2001 - 2003
California Closets 1997 - 2001
American Express Financial Advisors 1998 - 1999
Hennipin County Medical Center 1996 - 1998
Stillwater Good Samaritan Center 1990 - 1996
Skills
Group Purchasing, Healthcare, Hospitals, Pharmaceutical Sales, Medical Devices, Surgery, Sales Management, Surgeons, Sales Operations, Operating Room
Education
St. Cloud State University 1986 — 1990
BS, Therapeutic Recreation
hastings
Candace Thurmond Candace Thurmond's American Express Financial Advisors Experience June 1999 - October 2002
Job Managing Director at GrowthSource Incorporated
Industry Professional Training & Coaching
Experience
GrowthSource Incorporated October 2002 - Present
American Express Financial Advisors June 1999 - October 2002
American Express Financial Advisors February 1996 - June 1999
American Express Financial Advisors February 1993 - February 1996
Skills
Leadership Simulation..., Coaching, Team Building, Performance Management, Team Leadership, Management Consulting, Management Development, Leadership, Consulting, Workshop Facilitation, Human Resources, Management, Organizational..., Organizational..., Leadership Development, Strategic Planning
Education
Texas A&M University-Kingsville 1980 — 1982
MBA, Masters of Business Administration (MBA$
University of South Carolina-Columbia 1973 — 1975
BA, Art History
GrowthSource Incorporated October 2002 - Present
American Express Financial Advisors June 1999 - October 2002
American Express Financial Advisors February 1996 - June 1999
American Express Financial Advisors February 1993 - February 1996
Skills
Leadership Simulation..., Coaching, Team Building, Performance Management, Team Leadership, Management Consulting, Management Development, Leadership, Consulting, Workshop Facilitation, Human Resources, Management, Organizational..., Organizational..., Leadership Development, Strategic Planning
Education
Texas A&M University-Kingsville 1980 — 1982
MBA, Masters of Business Administration (MBA$
University of South Carolina-Columbia 1973 — 1975
BA, Art History
Robin Thomas, CID Robin Thomas, CID's American Express Financial Advisors Experience October 1998 - November 2004
Job Project Manager at Henricksen
Industry Facilities Services
Experience
Henricksen March 2005 - Present
American Express Financial Advisors October 1998 - November 2004
RSP Architects April 1996 - October 1998
Lindberg Pierce Architects 1992 - 1996
Skills
Customer Service, Strategic Planning, Teamwork, Project Management, Space-planning, Space planning, Interior Design, Team Leadership, Project Planning, Leadership, Budgets, Furniture, Construction, Move Management, Submittals, Sales, Space Planning
Education
The College of Wooster 1974 — 1978
BA, Studio Art
University of Minnesota-Twin Cities
Certificate, Interior Design
Henricksen March 2005 - Present
American Express Financial Advisors October 1998 - November 2004
RSP Architects April 1996 - October 1998
Lindberg Pierce Architects 1992 - 1996
Skills
Customer Service, Strategic Planning, Teamwork, Project Management, Space-planning, Space planning, Interior Design, Team Leadership, Project Planning, Leadership, Budgets, Furniture, Construction, Move Management, Submittals, Sales, Space Planning
Education
The College of Wooster 1974 — 1978
BA, Studio Art
University of Minnesota-Twin Cities
Certificate, Interior Design
Claudine Easley Claudine Easley's American Express Financial Advisors Experience January 2000 - October 2002
Job Executive Assistant at RollsRoyce Power Systems
Industry Events Services
Experience
Rolls-Royce Power Systems AG October 2011 - March 2015
L'Oréal January 2007 - July 2011
L'Oreal January 2004 - January 2007
L'Oréal November 2002 - January 2004
American Express Financial Advisors January 2000 - October 2002
Skills
Project Management, Customer Service, Marketing, Management, Consumer Products, Public Speaking, Product Development, Leadership, Marketing Strategy, Microsoft Office
Education
State University of New York at New Paltz 1995 — 1998
Bachelor of Science Finance, Finance
State University of New York at New Paltz 1994 — 1998
Bachelor Science, Finance
Rolls-Royce Power Systems AG October 2011 - March 2015
L'Oréal January 2007 - July 2011
L'Oreal January 2004 - January 2007
L'Oréal November 2002 - January 2004
American Express Financial Advisors January 2000 - October 2002
Skills
Project Management, Customer Service, Marketing, Management, Consumer Products, Public Speaking, Product Development, Leadership, Marketing Strategy, Microsoft Office
Education
State University of New York at New Paltz 1995 — 1998
Bachelor of Science Finance, Finance
State University of New York at New Paltz 1994 — 1998
Bachelor Science, Finance
Tammy Vickers Tammy Vickers's American Express Financial Advisors Experience January 2005 - December 2006
Job Enterprise Solutions Specialist
Industry Information Technology and Services
Experience
Dell September 2011 - Present
T-Mobile August 2010 - September 2011
T-Mobile July 2008 - October 2010
American Express Financial Advisors January 2005 - December 2006
US Army October 1990 - August 2000
Skills
Salesforce.com, Inside Sales, Direct Sales, Video Conferencing, Resume Writing, Sales Process, Disaster Recovery, Cross-functional Team..., Storage Area Networks, Solution Selling, Direct Sales,, salesforce, Storage Solutions, Training, Servers, Technical Support, Professional Services, Channel Partners, Business Continuity, Cloud Computing, Enterprise Software, SaaS, Virtualization, Managed Services, NAS, Storage, Data Center, Account Management, Networking, Sales, Management, Sales Operations, Enterprise Storage, Storage Virtualization, VMware, Leadership, Strategy, Sales Management, CRM
Education
Tarleton State University 2000 — 2003
BS, Accounting
Dell September 2011 - Present
T-Mobile August 2010 - September 2011
T-Mobile July 2008 - October 2010
American Express Financial Advisors January 2005 - December 2006
US Army October 1990 - August 2000
Skills
Salesforce.com, Inside Sales, Direct Sales, Video Conferencing, Resume Writing, Sales Process, Disaster Recovery, Cross-functional Team..., Storage Area Networks, Solution Selling, Direct Sales,, salesforce, Storage Solutions, Training, Servers, Technical Support, Professional Services, Channel Partners, Business Continuity, Cloud Computing, Enterprise Software, SaaS, Virtualization, Managed Services, NAS, Storage, Data Center, Account Management, Networking, Sales, Management, Sales Operations, Enterprise Storage, Storage Virtualization, VMware, Leadership, Strategy, Sales Management, CRM
Education
Tarleton State University 2000 — 2003
BS, Accounting
Jonathan Nott, MBA's American Express Financial Advisors Experience June 2005 - August 2005
Job Staff Accountant at LeverPoint Management
Industry Financial Services
Experience
Media Audits International October 2013 - May 2015
JAB Wireless, Inc. July 2013 - September 2013
Ulster County Comptrollers Office May 2012 - August 2012
SUNY New Paltz January 2012 - June 2012
Ulster Greene ARC January 2011 - January 2012
Alliance Bernstein May 2007 - December 2009
Ameriprise Financial Services, Inc. September 2006 - April 2007
American Express Financial Advisors June 2005 - August 2005
Skills
Finance, Accounting, Data Analysis, Financial Reporting, Strategic Financial..., Microsoft Excel, Microsoft Office, Auditing, Financial Analysis, Account Reconciliation, Journal Entries, Financial Accounting, Bloomberg Terminal, Internal Audit, Accounts Receivable, Analysis, Regression Analysis, Great Plains Software, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, SOP development, Qualitative Research, Spreadsheets, Access, Portfolio Management, Microsoft Word, Cash Flow, Financial Planning, General Ledger..., Employee Training, Microsoft Dynamics, Mutual Funds, Strategic Planning, Investments, Banking, Time Management, Private Equity, Fund Administration, Fund Accounting
Education
State University of New York at New Paltz 2011 — 2012
MBA
State University of New York at New Paltz 2003 — 2006
BS, Finance
Kingston High School 1999 — 2002
Media Audits International October 2013 - May 2015
JAB Wireless, Inc. July 2013 - September 2013
Ulster County Comptrollers Office May 2012 - August 2012
SUNY New Paltz January 2012 - June 2012
Ulster Greene ARC January 2011 - January 2012
Alliance Bernstein May 2007 - December 2009
Ameriprise Financial Services, Inc. September 2006 - April 2007
American Express Financial Advisors June 2005 - August 2005
Skills
Finance, Accounting, Data Analysis, Financial Reporting, Strategic Financial..., Microsoft Excel, Microsoft Office, Auditing, Financial Analysis, Account Reconciliation, Journal Entries, Financial Accounting, Bloomberg Terminal, Internal Audit, Accounts Receivable, Analysis, Regression Analysis, Great Plains Software, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, SOP development, Qualitative Research, Spreadsheets, Access, Portfolio Management, Microsoft Word, Cash Flow, Financial Planning, General Ledger..., Employee Training, Microsoft Dynamics, Mutual Funds, Strategic Planning, Investments, Banking, Time Management, Private Equity, Fund Administration, Fund Accounting
Education
State University of New York at New Paltz 2011 — 2012
MBA
State University of New York at New Paltz 2003 — 2006
BS, Finance
Kingston High School 1999 — 2002
Eric Yost's American Express Financial Advisors Experience 1994 - 2005
Job Cost Analyst at Charta Group Inc. / Permalite
Industry Information Technology and Services
Experience
Charta Group Inc. / Permalite February 2015 - Present
Self January 2008 - December 2014
Oracle Corporation February 2010 - May 2011
Sun Microsystems May 2008 - February 2010
Cisco January 2007 - March 2008
American Express Financial Advisors 1994 - 2005
Skills
Financial Modeling, Financial Analysis, Forecasting, Competitive Analysis, Risk Management, Strategy, Consulting, Sales Analysis, Project Management, Program Management, Operations Management, Communicaitons, Business Development, Strategic Planning, Analysis, Management, Data Analysis, CRM, Leadership, Analytics, Training, Business Strategy, Budgets, Project Planning, Sales, Mergers & Acquisitions, Finance, Business Process..., Business Planning, Enterprise Software, Business Analysis, Professional Services, Executive Management, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Stanford University 2007 — 2007
Advanced Project Management Certificate Program
St. Edward's University 2006 — 2007
MBA, Corporate Finance
St. Edward's University 2004 — 2005
BBA, Finance
Alamo Heights
Charta Group Inc. / Permalite February 2015 - Present
Self January 2008 - December 2014
Oracle Corporation February 2010 - May 2011
Sun Microsystems May 2008 - February 2010
Cisco January 2007 - March 2008
American Express Financial Advisors 1994 - 2005
Skills
Financial Modeling, Financial Analysis, Forecasting, Competitive Analysis, Risk Management, Strategy, Consulting, Sales Analysis, Project Management, Program Management, Operations Management, Communicaitons, Business Development, Strategic Planning, Analysis, Management, Data Analysis, CRM, Leadership, Analytics, Training, Business Strategy, Budgets, Project Planning, Sales, Mergers & Acquisitions, Finance, Business Process..., Business Planning, Enterprise Software, Business Analysis, Professional Services, Executive Management, Marketing Strategy, Cross-functional Team..., Process Improvement
Education
Stanford University 2007 — 2007
Advanced Project Management Certificate Program
St. Edward's University 2006 — 2007
MBA, Corporate Finance
St. Edward's University 2004 — 2005
BBA, Finance
Alamo Heights
Stacey Michaelis's American Express Financial Advisors Experience November 1994 - January 1997
Job Portfolio Administrator at Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill August 2014 - Present
Neuberger Berman April 2009 - August 2014
Deephaven Capital Mgmt September 2001 - March 2009
American Express Bank January 1997 - April 2001
American Express Financial Advisors November 1994 - January 1997
Skills
Equities, Trading, Fixed Income, Customer Service, Valuation, Trading Systems, Alternative Investments, Securities, Hedge Funds, Asset Managment, Investment Strategies, Prime Brokerage, Investments, Asset Allocation, Bloomberg, Asset Management, Financial Reporting, Hedging, Private Equity, Options, Mutual Funds, Investment Management, FX Options, Due Diligence, Derivatives
Education
St. Cloud State University 1986 — 1992
BS, International Business
St. Cloud State University - Herberger Business School 1986 — 1992
Segall Bryant & Hamill August 2014 - Present
Neuberger Berman April 2009 - August 2014
Deephaven Capital Mgmt September 2001 - March 2009
American Express Bank January 1997 - April 2001
American Express Financial Advisors November 1994 - January 1997
Skills
Equities, Trading, Fixed Income, Customer Service, Valuation, Trading Systems, Alternative Investments, Securities, Hedge Funds, Asset Managment, Investment Strategies, Prime Brokerage, Investments, Asset Allocation, Bloomberg, Asset Management, Financial Reporting, Hedging, Private Equity, Options, Mutual Funds, Investment Management, FX Options, Due Diligence, Derivatives
Education
St. Cloud State University 1986 — 1992
BS, International Business
St. Cloud State University - Herberger Business School 1986 — 1992
Marc Richcreek's American Express Financial Advisors Experience October 2004 - March 2005
Job Vice President Wealth Portfolio Manager
Industry Banking
Experience
FirstMerit Bank June 2014 - Present
J.P. Morgan August 2008 - June 2014
Chase Investment Services 2006 - 2008
Chase March 2005 - August 2006
American Express Financial Advisors October 2004 - March 2005
Skills
Investments, Portfolio Management, Finance, Banking
Education
The Ohio State University Fisher College of Business 2009 — 2011
MBA, Finance
The Ohio State University Fisher College of Business 1999 — 2002
Finance
The Ohio State University
Master of Business Administration, Finance
FirstMerit Bank June 2014 - Present
J.P. Morgan August 2008 - June 2014
Chase Investment Services 2006 - 2008
Chase March 2005 - August 2006
American Express Financial Advisors October 2004 - March 2005
Skills
Investments, Portfolio Management, Finance, Banking
Education
The Ohio State University Fisher College of Business 2009 — 2011
MBA, Finance
The Ohio State University Fisher College of Business 1999 — 2002
Finance
The Ohio State University
Master of Business Administration, Finance
Angela G. Solomon, Esq.'s American Express Financial Advisors Experience 1993 - 1996
Job Attorney, Author, Speaker, Be Your Own Boss Coach at Angela G. Solomon, Esq.
Industry Professional Training & Coaching
Experience
Angela G. Solomon, Esq. June 2000 - Present
ACN and Author of "The Ultimate Guide for the Network Marketer's Bride" June 1996 - Present
McNamee Hosea Attorneys and Advisors June 2000 - May 2001
American Express Financial Advisors 1993 - 1996
Skills
Social Media, Public Speaking, Leadership Development, Contract Negotiation, Corporate Law, Strategic Planning, Entrepreneurship, Customer Service, Training, Management, Nonprofits, Leadership, Small Business, Social Networking, Marketing, Social Media Marketing, Coaching, Team Building, Marketing Strategy
Education
The George Washington University Law School 1996 — 1999
JD
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
BBA, Finance
Eleanor Roosevelt
Angela G. Solomon, Esq. June 2000 - Present
ACN and Author of "The Ultimate Guide for the Network Marketer's Bride" June 1996 - Present
McNamee Hosea Attorneys and Advisors June 2000 - May 2001
American Express Financial Advisors 1993 - 1996
Skills
Social Media, Public Speaking, Leadership Development, Contract Negotiation, Corporate Law, Strategic Planning, Entrepreneurship, Customer Service, Training, Management, Nonprofits, Leadership, Small Business, Social Networking, Marketing, Social Media Marketing, Coaching, Team Building, Marketing Strategy
Education
The George Washington University Law School 1996 — 1999
JD
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
BBA, Finance
Eleanor Roosevelt
Maureen Morrow's American Express Financial Advisors Experience July 1996 - July 2002
Job Merchandise Coordinator at Scioto Country Club
Industry Retail
Experience
Stella & Dot January 2014 - Present
Scioto Country Club March 2009 - Present
Grabill & Company September 2005 - June 2008
Homestead Communities September 2002 - May 2005
American Express Financial Advisors July 1996 - July 2002
Congressional Country Club January 1996 - June 1996
Atlanta Athletic Club March 1992 - April 1995
Country Club of the South March 1991 - March 1992
Muirfield Village Golf Club 1986 - 1990
Skills
Microsoft Office, Marketing, Account Management, Sales, Customer Service, Event Planning, Merchandising, Event Management, Marketing Strategy
Education
The Ohio State University 1985 — 1989
Stella & Dot January 2014 - Present
Scioto Country Club March 2009 - Present
Grabill & Company September 2005 - June 2008
Homestead Communities September 2002 - May 2005
American Express Financial Advisors July 1996 - July 2002
Congressional Country Club January 1996 - June 1996
Atlanta Athletic Club March 1992 - April 1995
Country Club of the South March 1991 - March 1992
Muirfield Village Golf Club 1986 - 1990
Skills
Microsoft Office, Marketing, Account Management, Sales, Customer Service, Event Planning, Merchandising, Event Management, Marketing Strategy
Education
The Ohio State University 1985 — 1989
Ayesha Selden, CFP®, ChFC®'s American Express Financial Advisors Experience July 2002 - September 2004
Job Private Wealth Advisor | Managing Partner | Selden & Berryman Financial Group | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2000 - Present
Ameriprise Financial Services, Inc. September 2004 - August 2008
American Express Financial Advisors July 2002 - September 2004
American Express Financial Advisors June 2000 - July 2002
Education
Temple University - Fox School of Business and Management 1996 — 2000
BBA, magna cum laude, Economics and Marketing
The American College 2002 — 2003
Certified Financial Planner, Financial Planning and Services
Ameriprise Financial Services, Inc. June 2000 - Present
Ameriprise Financial Services, Inc. September 2004 - August 2008
American Express Financial Advisors July 2002 - September 2004
American Express Financial Advisors June 2000 - July 2002
Education
Temple University - Fox School of Business and Management 1996 — 2000
BBA, magna cum laude, Economics and Marketing
The American College 2002 — 2003
Certified Financial Planner, Financial Planning and Services
Ann Kelly Jones's American Express Financial Advisors Experience 1988 - 2002
Job Principal at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles April 2014 - Present
Heidrick & Struggles 2010 - April 2014
Epilepsy Foundation of Minnesota June 2011 - June 2013
Heidrick & Struggles March 2007 - September 2010
The Hartford May 2002 - February 2007
Ameriprise 1997 - 2002
American Express Financial Advisors 1988 - 2002
Target Stores 1986 - 1987
Skills
Mergers, Financial Services, Business Strategy, Acquisition Integration, Process Improvement, Financial Analysis, Strategy, Strategic Financial..., Leadership, Cross-functional Team..., Financial Modeling, Business Development, Finance, New Business Development, Sales, Management, Executive Management, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Training, Start-ups, Business Process..., Change Management, Consulting, Program Management, Business Planning, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Strategic Management
St. Olaf College 1984 — 1986
Bachelor of Arts (BA), Economics
Theodore Roosevelt High School
Heidrick & Struggles April 2014 - Present
Heidrick & Struggles 2010 - April 2014
Epilepsy Foundation of Minnesota June 2011 - June 2013
Heidrick & Struggles March 2007 - September 2010
The Hartford May 2002 - February 2007
Ameriprise 1997 - 2002
American Express Financial Advisors 1988 - 2002
Target Stores 1986 - 1987
Skills
Mergers, Financial Services, Business Strategy, Acquisition Integration, Process Improvement, Financial Analysis, Strategy, Strategic Financial..., Leadership, Cross-functional Team..., Financial Modeling, Business Development, Finance, New Business Development, Sales, Management, Executive Management, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Training, Start-ups, Business Process..., Change Management, Consulting, Program Management, Business Planning, Risk Management
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Strategic Management
St. Olaf College 1984 — 1986
Bachelor of Arts (BA), Economics
Theodore Roosevelt High School
Sherry (Hsiao-Yun) Yang, CFP®'s American Express Financial Advisors Experience November 2002 - June 2003
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Citi Smith Barney January 2006 - March 2009
Citi June 2004 - January 2006
Citibank June 2003 - May 2004
American Express Financial Advisors November 2002 - June 2003
Skills
Investments, Insurance, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Financial Advisory, Annuities, Fixed Income, Alternative Investments, Investment Strategies, Bonds, Long Term Care
Education
Tamkang University 1996 — 2000
Bachelor of Arts, German Literature
University of Wisconsin-Madison 1986 — 1990
Master's Degree, Journalism
Wells Fargo Advisors, LLC 2009 - Present
Citi Smith Barney January 2006 - March 2009
Citi June 2004 - January 2006
Citibank June 2003 - May 2004
American Express Financial Advisors November 2002 - June 2003
Skills
Investments, Insurance, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Financial Advisory, Annuities, Fixed Income, Alternative Investments, Investment Strategies, Bonds, Long Term Care
Education
Tamkang University 1996 — 2000
Bachelor of Arts, German Literature
University of Wisconsin-Madison 1986 — 1990
Master's Degree, Journalism
Bryan Garofolo's American Express Financial Advisors Experience 2001 - 2002
Job Vice President at TirExchange, Inc.
Industry Automotive
Experience
TirExchange, Inc. 1991 - Present
UBS Wealth Management 2002 - 2003
American Express Financial Advisors 2001 - 2002
Education
St. Norbert College 1987 — 1991
BBA, Accounting
Carmel High School 1983 — 1987
TirExchange, Inc. 1991 - Present
UBS Wealth Management 2002 - 2003
American Express Financial Advisors 2001 - 2002
Education
St. Norbert College 1987 — 1991
BBA, Accounting
Carmel High School 1983 — 1987
Alan Ling's American Express Financial Advisors Experience April 2000 - August 2000
Job Manager Compliance
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Banc of America Investment Services September 2000 - August 2005
American Express Financial Advisors April 2000 - August 2000
Education
The Johns Hopkins University 1997 — 1999
The Ohio State University 1993 — 1997
Morgan Stanley Smith Barney February 2006 - Present
Banc of America Investment Services September 2000 - August 2005
American Express Financial Advisors April 2000 - August 2000
Education
The Johns Hopkins University 1997 — 1999
The Ohio State University 1993 — 1997
Eric Gralnick's American Express Financial Advisors Experience January 1998 - May 2002
Job Lending Specialist at JPMorgan Chase
Industry Financial Services
Experience
Integrated Financial Group, Inc. June 2008 - Present
JPMorgan Chase August 2005 - April 2008
Wachovia Bank August 2002 - March 2005
American Express Financial Advisors January 1998 - May 2002
Skills
FHA, Mortgage, Retirement Planning, Refinance, Loans, Credit, Mortgage Lending, Financial Planning, Investments, Annuities, Banking, Insurance, Purchase, Estate Planning, First Time Home Buyers, Consultative Selling
Education
The George Washington University
Integrated Financial Group, Inc. June 2008 - Present
JPMorgan Chase August 2005 - April 2008
Wachovia Bank August 2002 - March 2005
American Express Financial Advisors January 1998 - May 2002
Skills
FHA, Mortgage, Retirement Planning, Refinance, Loans, Credit, Mortgage Lending, Financial Planning, Investments, Annuities, Banking, Insurance, Purchase, Estate Planning, First Time Home Buyers, Consultative Selling
Education
The George Washington University
Coriene Case-Minners's American Express Financial Advisors Experience 1996 - 2005
Job Business Process Consultant at 3M through ThreeBridge
Industry Management Consulting
Experience
ThreeBridge April 2014 - Present
Digineer July 2012 - April 2014
Bank of America 2011 - 2012
Edina Realty 2011 - 2012
Spectrum Home Services of the Twin Cities April 2009 - June 2011
Ameriprise Financial January 1996 - December 2007
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 1996 - 2005
Skills
Vendor Management, Program Management, Project Management, SDLC, Business Analysis, Process Improvement, Cross-functional Team..., Strategic Planning, Change Management, PMO, IT Strategy, Leadership, CRM, Integration, Business Process..., Business Intelligence, Business Process
Education
University of St. Thomas 1996 — 2001
M.S., Software Engineering
Texas A&M University
B.B.A., Business
ThreeBridge April 2014 - Present
Digineer July 2012 - April 2014
Bank of America 2011 - 2012
Edina Realty 2011 - 2012
Spectrum Home Services of the Twin Cities April 2009 - June 2011
Ameriprise Financial January 1996 - December 2007
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 1996 - 2005
Skills
Vendor Management, Program Management, Project Management, SDLC, Business Analysis, Process Improvement, Cross-functional Team..., Strategic Planning, Change Management, PMO, IT Strategy, Leadership, CRM, Integration, Business Process..., Business Intelligence, Business Process
Education
University of St. Thomas 1996 — 2001
M.S., Software Engineering
Texas A&M University
B.B.A., Business
Christopher Russo's American Express Financial Advisors Experience February 2000 - December 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Josh Vargas's American Express Financial Advisors Experience July 2004 - May 2005
Job Compliance Examiner Field Compliance Oversight at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Minnesota State High School League 2006 - Present
AdvisorNet Financial August 2012 - December 2013
Ameriprise Financial October 2006 - August 2012
Ameriprise Financial Services, Inc. August 2006 - October 2006
American Express Financial Advisors July 2004 - May 2005
Education
St. Cloud State University 2008 — 2010
Master of Business Administration (M.B.A.)
Jamestown College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. January 2014 - Present
Minnesota State High School League 2006 - Present
AdvisorNet Financial August 2012 - December 2013
Ameriprise Financial October 2006 - August 2012
Ameriprise Financial Services, Inc. August 2006 - October 2006
American Express Financial Advisors July 2004 - May 2005
Education
St. Cloud State University 2008 — 2010
Master of Business Administration (M.B.A.)
Jamestown College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Anthony (Tony) Ricci's American Express Financial Advisors Experience January 1993 - August 2005
Job Level II Application Support at RedBrick Health
Industry Information Technology and Services
Experience
RedBrick Health August 2015 - September 2015
Merrill Corporation October 2012 - June 2015
TurnKey-Technology, LLC June 2005 - July 2012
Lifetouch Portrait Studios May 2012 - June 2012
TechSkills April 2006 - April 2012
American Express Financial Advisors January 1993 - August 2005
Skills
A+ Certified, Network+ Certified, SQL Server DBA, Oracle DBA, Windows 7 Certified, Linux+ Certified, Database Administration, Outlook, XP Certified, Microsoft Office, Network+, XP, Windows 7, Servers, Windows Server, Hardware, Linux, Access, Windows XP, Software Installation, Testing, Microsoft SQL Server, CCNA, Management, Networking, Computer Hardware, Integration, Programming, Software Documentation, Visual Basic, Unix, Windows
Education
St. Olaf College
Bachelor's degree, Music Education
RedBrick Health August 2015 - September 2015
Merrill Corporation October 2012 - June 2015
TurnKey-Technology, LLC June 2005 - July 2012
Lifetouch Portrait Studios May 2012 - June 2012
TechSkills April 2006 - April 2012
American Express Financial Advisors January 1993 - August 2005
Skills
A+ Certified, Network+ Certified, SQL Server DBA, Oracle DBA, Windows 7 Certified, Linux+ Certified, Database Administration, Outlook, XP Certified, Microsoft Office, Network+, XP, Windows 7, Servers, Windows Server, Hardware, Linux, Access, Windows XP, Software Installation, Testing, Microsoft SQL Server, CCNA, Management, Networking, Computer Hardware, Integration, Programming, Software Documentation, Visual Basic, Unix, Windows
Education
St. Olaf College
Bachelor's degree, Music Education
Sue Edblom's American Express Financial Advisors Experience 1999 - 2002
Job Marketing Services Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2005 - Present
RBC Wealth Management 2005 - Present
American Express Financial Advisors 1999 - 2002
Periscope Interactive 1998 - 1999
US Bank 1995 - 1998
Dayton Hudson Department Store Company 1984 - 1993
Target Corporation - Dept Store Division (Marshall Field's/Daytons) 1984 - 1993
Education
St. Olaf College
RBC Wealth Management 2005 - Present
RBC Wealth Management 2005 - Present
American Express Financial Advisors 1999 - 2002
Periscope Interactive 1998 - 1999
US Bank 1995 - 1998
Dayton Hudson Department Store Company 1984 - 1993
Target Corporation - Dept Store Division (Marshall Field's/Daytons) 1984 - 1993
Education
St. Olaf College
Jana Wammack's American Express Financial Advisors Experience 2001 - 2004
Job Senior Resource Controller at JDA Software
Industry Computer Software
Experience
JDA Software (Previously i2 Technologies) June 2004 - Present
American Express Financial Advisors 2001 - 2004
Skills
Business Analysis, Process Improvement, Business Process..., Business Process, Forecasting, Business Intelligence, Salesforce.com, Enterprise Software, Resource Management, Project Staffing, Problem Solving, Supply Chain Management, Vendor Management, Cross-functional Team..., Professional Services, Software Implementation
Education
Texas A&M University 1999 — 2001
Bachelor of Science
Texas Woman's University 1997 — 1999
JDA Software (Previously i2 Technologies) June 2004 - Present
American Express Financial Advisors 2001 - 2004
Skills
Business Analysis, Process Improvement, Business Process..., Business Process, Forecasting, Business Intelligence, Salesforce.com, Enterprise Software, Resource Management, Project Staffing, Problem Solving, Supply Chain Management, Vendor Management, Cross-functional Team..., Professional Services, Software Implementation
Education
Texas A&M University 1999 — 2001
Bachelor of Science
Texas Woman's University 1997 — 1999
Jeffrey L. Schroeder's American Express Financial Advisors Experience 1998 - 2005
Job Financial Services Representative / Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
Loretta Menke's American Express Financial Advisors Experience 1991 - 1994
Job Organization Development & Learning Manager at UCare
Industry Human Resources
Experience
UCare 2005 - Present
Ameriprise Financial 1994 - 2004
American Express Financial Advisors 1991 - 1994
IDS 1988 - 1991
Skills
ADDIE, Instructional Design, Organizational..., Performance Management, Presentation Coaching, Leadership Development, Training, Employee Training, Leadership, Coaching, Staff Development, Organizational..., Management, Program Development, Workshop Facilitation, Employee Engagement, Process Improvement
Education
St. Olaf College 1980 — 1985
BA, Theater
University of Minnesota-Twin Cities
M.Ed., Organization Development and Training
UCare 2005 - Present
Ameriprise Financial 1994 - 2004
American Express Financial Advisors 1991 - 1994
IDS 1988 - 1991
Skills
ADDIE, Instructional Design, Organizational..., Performance Management, Presentation Coaching, Leadership Development, Training, Employee Training, Leadership, Coaching, Staff Development, Organizational..., Management, Program Development, Workshop Facilitation, Employee Engagement, Process Improvement
Education
St. Olaf College 1980 — 1985
BA, Theater
University of Minnesota-Twin Cities
M.Ed., Organization Development and Training
Larry Powers's American Express Financial Advisors Experience February 1995 - November 2002
Job Client Partner at Expicient Inc
Industry Retail
Experience
Expicient Inc March 2014 - Present
Gander Mountain November 2006 - January 2014
Target Corporation 2002 - 2006
American Express Financial Advisors February 1995 - November 2002
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Six Sigma, Business Process..., Business Intelligence, Team Building, Team Leadership, Leadership, Forecasting, Supply Chain, Retail, Management, Operations Management, Vendor Management
Education
St. Cloud State University
Expicient Inc March 2014 - Present
Gander Mountain November 2006 - January 2014
Target Corporation 2002 - 2006
American Express Financial Advisors February 1995 - November 2002
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Six Sigma, Business Process..., Business Intelligence, Team Building, Team Leadership, Leadership, Forecasting, Supply Chain, Retail, Management, Operations Management, Vendor Management
Education
St. Cloud State University
Amy Masters's American Express Financial Advisors Experience 2001 - 2002
Job Experienced Customer Relationship Manager
Industry Consumer Services
Experience
Charter Communications 2002 - 2013
American Express Financial Advisors 2001 - 2002
Skills
Call Centers, Leadership, Management, Telecommunications, Troubleshooting, Customer Experience, Customer Satisfaction, Process Improvement, VoIP, Software Documentation, Account Management, Customer Service, Team Building, Coaching, Employee Training, Direct Sales, Broadband, Sales, Networking, Wireless, Telephony, Technical Support, Vendor Management, Security, Budgets, Project Management, Training, Career Skills, Avaya, Workforce Management, Procedural Documentation, Sales Workshops
Education
University of Louisville 1993 — 2000
BA, Political Science, Communication
Sullivan University
MBA, Business Administration, 4.0 cumulative GPA
Whitesburg High School
Charter Communications 2002 - 2013
American Express Financial Advisors 2001 - 2002
Skills
Call Centers, Leadership, Management, Telecommunications, Troubleshooting, Customer Experience, Customer Satisfaction, Process Improvement, VoIP, Software Documentation, Account Management, Customer Service, Team Building, Coaching, Employee Training, Direct Sales, Broadband, Sales, Networking, Wireless, Telephony, Technical Support, Vendor Management, Security, Budgets, Project Management, Training, Career Skills, Avaya, Workforce Management, Procedural Documentation, Sales Workshops
Education
University of Louisville 1993 — 2000
BA, Political Science, Communication
Sullivan University
MBA, Business Administration, 4.0 cumulative GPA
Whitesburg High School
Raymond Berlin's American Express Financial Advisors Experience 1987 - 2001
Job Management Consultant
Industry Financial Services
Experience
Management Consultant 2013 - Present
CoreLogic 2007 - 2013
Genesis10 2001 - 2007
American Express Financial Advisors 1987 - 2001
Skills
Program Management, Risk Management, Change Management, Vendor Management, Project Management, Strategic Planning, Portfolio Management, Disaster Recovery, Risk Assessment, Financial Services, Leadership, Management, Business Process..., Policy, Product Management
Education
University of Minnesota - Carlson School of Management 1987 — 1990
MBA
Stockholm University 1980 — 1986
B.S., Economics
Management Consultant 2013 - Present
CoreLogic 2007 - 2013
Genesis10 2001 - 2007
American Express Financial Advisors 1987 - 2001
Skills
Program Management, Risk Management, Change Management, Vendor Management, Project Management, Strategic Planning, Portfolio Management, Disaster Recovery, Risk Assessment, Financial Services, Leadership, Management, Business Process..., Policy, Product Management
Education
University of Minnesota - Carlson School of Management 1987 — 1990
MBA
Stockholm University 1980 — 1986
B.S., Economics
Kaia Kerns's American Express Financial Advisors Experience June 2000 - October 2002
Job Senior Business Systems Analyst at Donaldson
Industry Internet
Experience
Donaldson April 2015 - Present
Donaldson April 2014 - April 2015
Target April 2013 - March 2014
Digital River March 2008 - April 2013
Capella University November 2005 - March 2008
Capella University June 2003 - November 2005
CRS/Lawrence Service October 2002 - March 2003
American Express Financial Advisors June 2000 - October 2002
Skills
Requirements Gathering, Analytics, SDLC, Data Management, Business Analysis, Process Improvement, Databases, Data Analysis, SQL, Visio, Data Profiling, Master Data Management, E-commerce, Error Analysis, Business Rules, Error Correction, Trillium, Unix, Business Intelligence, Change Management
Education
St. Olaf College 1996 — 2000
Donaldson April 2015 - Present
Donaldson April 2014 - April 2015
Target April 2013 - March 2014
Digital River March 2008 - April 2013
Capella University November 2005 - March 2008
Capella University June 2003 - November 2005
CRS/Lawrence Service October 2002 - March 2003
American Express Financial Advisors June 2000 - October 2002
Skills
Requirements Gathering, Analytics, SDLC, Data Management, Business Analysis, Process Improvement, Databases, Data Analysis, SQL, Visio, Data Profiling, Master Data Management, E-commerce, Error Analysis, Business Rules, Error Correction, Trillium, Unix, Business Intelligence, Change Management
Education
St. Olaf College 1996 — 2000
Gayle Noakes's American Express Financial Advisors Experience August 1999 - December 2000
Job Director of Quality, Continuous Improvement and Safety
Industry Railroad Manufacture
Experience
Millerbernd Manufacturing Co. January 2015 - Present
CliftonLarsonAllen 2012 - December 2014
LarsonAllen January 2009 - January 2012
LarsonAllen January 2001 - January 2009
American Express Financial Advisors August 1999 - December 2000
RTW, Inc. 1996 - 1999
Skills
Group Facilitation, Leadership Development, Organizational..., Strategic Planning, Process Improvement, Performance Management, Public Speaking, Management Consulting, Change Management, Coaching, Project Management, Project Planning, Leadership, Consulting, Team Building, Facilitators, Facilitation, Management, Mergers, Training, Workshop Facilitation, Program Management
Education
University of St. Thomas 1991 — 1998
Master of Arts, Human Resource Development
St. Olaf College 1974 — 1978
Bachelor of Arts, History, American Studies & Religion
Millerbernd Manufacturing Co. January 2015 - Present
CliftonLarsonAllen 2012 - December 2014
LarsonAllen January 2009 - January 2012
LarsonAllen January 2001 - January 2009
American Express Financial Advisors August 1999 - December 2000
RTW, Inc. 1996 - 1999
Skills
Group Facilitation, Leadership Development, Organizational..., Strategic Planning, Process Improvement, Performance Management, Public Speaking, Management Consulting, Change Management, Coaching, Project Management, Project Planning, Leadership, Consulting, Team Building, Facilitators, Facilitation, Management, Mergers, Training, Workshop Facilitation, Program Management
Education
University of St. Thomas 1991 — 1998
Master of Arts, Human Resource Development
St. Olaf College 1974 — 1978
Bachelor of Arts, History, American Studies & Religion
Harrison Reed's American Express Financial Advisors Experience December 1995 - March 2004
Job President at Reed Capital Management
Industry Investment Management
Experience
Reed Capital Management July 2014 - Present
American Express Financial Advisors December 1995 - March 2004
Skills
Family Therapy, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Long-term Care, Financial Advisory, Marketing Strategy, Equities, Insurance, Small Business, Retirement, Asset Managment, Investment Advisory, Microsoft Office, Financial Analysis, Life Insurance, Wealth Management, Team Building, Public Speaking, Budgets, Asset Management, Credit, Strategic Planning, IRAs, Portfolio Management, Asset Allocation, Microsoft Excel, Fixed Annuities, Alternative Investments, Financial Services, Long Term Care Insurance, Personal Finance, Training, Securities
Education
University of California, Los Angeles
B.A., Economics
The American College
Charter Financial Consultant
Reed Capital Management July 2014 - Present
American Express Financial Advisors December 1995 - March 2004
Skills
Family Therapy, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Long-term Care, Financial Advisory, Marketing Strategy, Equities, Insurance, Small Business, Retirement, Asset Managment, Investment Advisory, Microsoft Office, Financial Analysis, Life Insurance, Wealth Management, Team Building, Public Speaking, Budgets, Asset Management, Credit, Strategic Planning, IRAs, Portfolio Management, Asset Allocation, Microsoft Excel, Fixed Annuities, Alternative Investments, Financial Services, Long Term Care Insurance, Personal Finance, Training, Securities
Education
University of California, Los Angeles
B.A., Economics
The American College
Charter Financial Consultant
Peter Gale's American Express Financial Advisors Experience 2000 - 2001
Job Sales Support Manager at Voya Financial
Industry Insurance
Experience
Voya Financial April 2014 - Present
ING US March 2002 - April 2014
American Express Financial Advisors 2000 - 2001
Skills
CLU, Series 7, Insurance, Term Life Insurance, Universal Life, Team Leadership, Team Building
Education
St. Cloud State University 1996 — 2000
B.S. in Marketing
The American College
CLU
Voya Financial April 2014 - Present
ING US March 2002 - April 2014
American Express Financial Advisors 2000 - 2001
Skills
CLU, Series 7, Insurance, Term Life Insurance, Universal Life, Team Leadership, Team Building
Education
St. Cloud State University 1996 — 2000
B.S. in Marketing
The American College
CLU
Dave Lund's American Express Financial Advisors Experience 1995 - 2005
Job Consulting Director & Management Consultant at Trissential
Industry Management Consulting
Experience
Trissential November 2010 - Present
MoneyGram International November 2011 - August 2013
Xcel Energy November 2010 - April 2011
Cargill April 2011 - 2011
Allianz Life 2005 - November 2010
American Express Financial Advisors 1995 - 2005
Prudential Insurance 1986 - 1995
Skills
Program Management, Project Portfolio..., Fixed Indexed Annuities, DTCC, Variable Annuties, IT Asset Management, IT Service Management, IT Governance, IT Strategy, Business Management, Disaster Recovery, Management, Outsourcing, SDLC, Business Analysis, Fixed Annuities, Vendor Management, CRM, Governance, Indexed Annuities, ERP, Project Management, Requirements Analysis, PMO, Software Project..., Leadership, Project Delivery
Education
University of Saint Thomas - Graduate School of Business
MBA, Finance
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Trissential November 2010 - Present
MoneyGram International November 2011 - August 2013
Xcel Energy November 2010 - April 2011
Cargill April 2011 - 2011
Allianz Life 2005 - November 2010
American Express Financial Advisors 1995 - 2005
Prudential Insurance 1986 - 1995
Skills
Program Management, Project Portfolio..., Fixed Indexed Annuities, DTCC, Variable Annuties, IT Asset Management, IT Service Management, IT Governance, IT Strategy, Business Management, Disaster Recovery, Management, Outsourcing, SDLC, Business Analysis, Fixed Annuities, Vendor Management, CRM, Governance, Indexed Annuities, ERP, Project Management, Requirements Analysis, PMO, Software Project..., Leadership, Project Delivery
Education
University of Saint Thomas - Graduate School of Business
MBA, Finance
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Jeff Stremmel, ChFC, CRPC, CFS's American Express Financial Advisors Experience April 1993 - April 2003
Job Director, Retail Retirement Plans Sales Consulting at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
Thrivent Financial September 2005 - August 2008
Thrivent Financial for Lutherans April 2003 - September 2005
American Express Financial Advisors April 1993 - April 2003
Skills
Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, FINRA, Retirement, Wealth Management, IRAs, 401k, Asset Allocation, Wealth Accumulation, Investment Strategies, Strategic Financial...
Education
Texas A&M University 1988 — 1992
BBA, Business Analysis
Klein Oak High School 1984 — 1988
Ameriprise Financial October 2008 - Present
Thrivent Financial September 2005 - August 2008
Thrivent Financial for Lutherans April 2003 - September 2005
American Express Financial Advisors April 1993 - April 2003
Skills
Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, FINRA, Retirement, Wealth Management, IRAs, 401k, Asset Allocation, Wealth Accumulation, Investment Strategies, Strategic Financial...
Education
Texas A&M University 1988 — 1992
BBA, Business Analysis
Klein Oak High School 1984 — 1988
Tanya Robinette's American Express Financial Advisors Experience 2002 - 2002
Job Style Advisor at J. Hillburn
Industry Retail
Experience
J. Hillburn 2011 - 2012
The Container Store 2008 - 2009
Williams-Sonoma, Inc. 2007 - 2008
John Hardy 2004 - 2006
Neiman Marcus 1994 - 2004
American Express Financial Advisors 2002 - 2002
Skills
Financial Analysis, Financial Planning, Sales Management, Retail Buying, Retail Sales, Retail Sales Analysis, Customer Service, Employee Training, Employee Engagement, Trend Analysis, Visual Merchandising, Store Operations, Leadership, Sales, Budgets, Inventory Management, Microsoft Office, Forecasting, Apparel, Fashion, Merchandising, Management, Retail, Store Management, Styling, Trend
Education
Texas Christian University 1990 — 1994
BS, Fashion Merchandising, Minor in General Business
J. Hillburn 2011 - 2012
The Container Store 2008 - 2009
Williams-Sonoma, Inc. 2007 - 2008
John Hardy 2004 - 2006
Neiman Marcus 1994 - 2004
American Express Financial Advisors 2002 - 2002
Skills
Financial Analysis, Financial Planning, Sales Management, Retail Buying, Retail Sales, Retail Sales Analysis, Customer Service, Employee Training, Employee Engagement, Trend Analysis, Visual Merchandising, Store Operations, Leadership, Sales, Budgets, Inventory Management, Microsoft Office, Forecasting, Apparel, Fashion, Merchandising, Management, Retail, Store Management, Styling, Trend
Education
Texas Christian University 1990 — 1994
BS, Fashion Merchandising, Minor in General Business
Aaron Haley, CFP®'s American Express Financial Advisors Experience 1997 - 2006
Job Director, USAA Wealth Management
Industry Financial Services
Experience
USAA March 2006 - Present
Ameriprise Financial Services, Inc. 1999 - 2006
American Express Financial Advisors 1997 - 2006
Skills
Sales Management, FINRA, Series 24, Financial Planning, Wealth Management, Series 7, Series 63, Series 65, Insurance, Retirement Income..., Estate Planning, Investment Advisory, Sales Process, Marketing Strategy, Consultative Selling, Sales Operations, Strategic Planning, Compliance, Retirement, Wealth, Wealth Accumulation, Retirement Planning, Annuities, Investment Strategies, Financial Advisory, Strategic Financial..., Financial Planners, Salesforce.com, Wealth Management..., Certified Financial..., High Net Worth..., Financial Services, Asset Allocation, Fixed Annuities, Mutual Funds, Portfolio Management
Education
Tarleton State University 2003 — 2005
MBA, Marketing
University of Utah 1995 — 1999
Bachelors, Finance
Uintah Highschool 1990 — 1994
Diploma, General Studies
USAA March 2006 - Present
Ameriprise Financial Services, Inc. 1999 - 2006
American Express Financial Advisors 1997 - 2006
Skills
Sales Management, FINRA, Series 24, Financial Planning, Wealth Management, Series 7, Series 63, Series 65, Insurance, Retirement Income..., Estate Planning, Investment Advisory, Sales Process, Marketing Strategy, Consultative Selling, Sales Operations, Strategic Planning, Compliance, Retirement, Wealth, Wealth Accumulation, Retirement Planning, Annuities, Investment Strategies, Financial Advisory, Strategic Financial..., Financial Planners, Salesforce.com, Wealth Management..., Certified Financial..., High Net Worth..., Financial Services, Asset Allocation, Fixed Annuities, Mutual Funds, Portfolio Management
Education
Tarleton State University 2003 — 2005
MBA, Marketing
University of Utah 1995 — 1999
Bachelors, Finance
Uintah Highschool 1990 — 1994
Diploma, General Studies
Terry Poklar's American Express Financial Advisors Experience November 2001 - February 2002
Job sales at Gym Source
Industry Sports
Experience
Gym Source November 2003 - Present
American Express Financial Advisors November 2001 - February 2002
Skills
Sales, Team Building, Account Management, Cold Calling, Social Media Marketing, Customer Service, Fitness Training, Direct Sales, Marketing, Sales Management, Marketing Strategy, Coaching, Investments, Customer Retention, Finance, Fitness, Selling, Sales Process, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Dual Concentration, Marketing / Finance
Gym Source November 2003 - Present
American Express Financial Advisors November 2001 - February 2002
Skills
Sales, Team Building, Account Management, Cold Calling, Social Media Marketing, Customer Service, Fitness Training, Direct Sales, Marketing, Sales Management, Marketing Strategy, Coaching, Investments, Customer Retention, Finance, Fitness, Selling, Sales Process, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Dual Concentration, Marketing / Finance
John Moynihan CFP's American Express Financial Advisors Experience January 1996 - April 2006
Job Managing Member at Waterstone Wealth Advisors, LLC
Industry Financial Services
Experience
Waterstone Wealth Advisors, LLC April 2006 - Present
American Express Financial Advisors January 1996 - April 2006
Prudential Insurance September 1994 - December 1995
Skills
Employee Benefits, Investments, Wealth Management, Financial Services, Pensions, Finance, Financial Planners, Financial Advisory, Project Planning, Wealth, Investment Advisory, Retirement, Equities, Management, Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Securities, Investment Management, Risk Management, Insurance, Financial Planning
Education
St. John's College 1976 — 1981
Liberal Arts/Classics
Waterstone Wealth Advisors, LLC April 2006 - Present
American Express Financial Advisors January 1996 - April 2006
Prudential Insurance September 1994 - December 1995
Skills
Employee Benefits, Investments, Wealth Management, Financial Services, Pensions, Finance, Financial Planners, Financial Advisory, Project Planning, Wealth, Investment Advisory, Retirement, Equities, Management, Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Securities, Investment Management, Risk Management, Insurance, Financial Planning
Education
St. John's College 1976 — 1981
Liberal Arts/Classics
Peter Silvern's American Express Financial Advisors Experience May 2000 - August 2003
Job Attorney & Counselor at Law
Industry Law Practice
Experience
Law Offices of Peter T. Silvern May 2008 - Present
Silvern Advisory Services October 2005 - February 2008
Bank One/Chase Bank September 2003 - October 2005
American Express Financial Advisors May 2000 - August 2003
Education
The John Marshall Law School 1988 — 1992
J.D.
Law Offices of Peter T. Silvern May 2008 - Present
Silvern Advisory Services October 2005 - February 2008
Bank One/Chase Bank September 2003 - October 2005
American Express Financial Advisors May 2000 - August 2003
Education
The John Marshall Law School 1988 — 1992
J.D.
Linda Barnett's American Express Financial Advisors Experience 1986 - 1990
Job Chair, U.S. Board at The Children's Radio Foundation
Industry Nonprofit Organization Management
Experience
The Children's Radio Foundation January 2015 - Present
Global Goods Partners June 2007 - Present
Technimetrics, Inc 1990 - 1996
American Express Financial Advisors 1986 - 1990
Skills
Fundraising, Nonprofits, Non-profits, Volunteer Management, Program Evaluation, International Relations, International..., Capacity Building, Social Media, Grant Writing, Economic Development, Community Development, Program Development, Poverty, Non-profit Leadership, Civic Engagement, Corporate Sales..., Marketing Communications, Community Outreach
Education
St. Lawrence University 1979 — 1983
BA, Economics
The Children's Radio Foundation January 2015 - Present
Global Goods Partners June 2007 - Present
Technimetrics, Inc 1990 - 1996
American Express Financial Advisors 1986 - 1990
Skills
Fundraising, Nonprofits, Non-profits, Volunteer Management, Program Evaluation, International Relations, International..., Capacity Building, Social Media, Grant Writing, Economic Development, Community Development, Program Development, Poverty, Non-profit Leadership, Civic Engagement, Corporate Sales..., Marketing Communications, Community Outreach
Education
St. Lawrence University 1979 — 1983
BA, Economics
Jessica Friedlander's American Express Financial Advisors Experience 1996 - 1998
Job Sr Sourcer at The Walt Disney Company
Industry Human Resources
Experience
The Walt Disney Company July 2015 - Present
Twitter April 2015 - July 2015
Google September 2013 - April 2015
Austin American Statesman December 2012 - August 2013
National Charity League, Inc. March 2011 - May 2013
Navis Pack & Ship March 2005 - September 2012
Jewish Community Association of Austin 2001 - 2004
American Express Financial Advisors 1996 - 1998
Key Bank 1995 - 1996
USA TODAY 1994 - 1996
Skills
Sales, Teamwork, Strategic Planning, Team Building, Social Media, Account Management, New Business Development, Sales Management, B2B, Marketing Strategy, Customer Service, Public Speaking, Marketing, Event Planning, Marketing Communications, Leadership, Management, Sales Operations, Business Development, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
BA, Marketing Communications
Byram Hills High School 1982 — 1985
The Walt Disney Company July 2015 - Present
Twitter April 2015 - July 2015
Google September 2013 - April 2015
Austin American Statesman December 2012 - August 2013
National Charity League, Inc. March 2011 - May 2013
Navis Pack & Ship March 2005 - September 2012
Jewish Community Association of Austin 2001 - 2004
American Express Financial Advisors 1996 - 1998
Key Bank 1995 - 1996
USA TODAY 1994 - 1996
Skills
Sales, Teamwork, Strategic Planning, Team Building, Social Media, Account Management, New Business Development, Sales Management, B2B, Marketing Strategy, Customer Service, Public Speaking, Marketing, Event Planning, Marketing Communications, Leadership, Management, Sales Operations, Business Development, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
BA, Marketing Communications
Byram Hills High School 1982 — 1985
Keith DeVore's American Express Financial Advisors Experience 1994 - 2005
Job Teacher at San Diego Unified School District
Industry Investment Management
Experience
San Diego Unified School District August 2007 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) October 2002 - October 2005
American Express Financial Advisors 1994 - 2005
American Express Portfolio Management Group December 2001 - October 2002
US Bank 1988 - 1994
Peace Corps June 1989 - September 1992
Piper Jaffray 1984 - 1988
Piper Jaffray 1984 - 1988
Oracle May 1983 - September 1983
Skills
Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Financial Analysis, Economics, Series 7, Investment Strategies, Financial Modeling, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Bloomberg, Teaching, Asset Management, Risk Management, Fixed Income
Education
San Diego Unified School District Teacher Program 2005 — 2007
Teacher Certification, Math
Chartered Financial Analyst (CFA) June, 1986 1983 — 1986
Stanford University 1979 — 1983
B.A., Economics, Political Science
San Diego Unified School District August 2007 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) October 2002 - October 2005
American Express Financial Advisors 1994 - 2005
American Express Portfolio Management Group December 2001 - October 2002
US Bank 1988 - 1994
Peace Corps June 1989 - September 1992
Piper Jaffray 1984 - 1988
Piper Jaffray 1984 - 1988
Oracle May 1983 - September 1983
Skills
Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Financial Analysis, Economics, Series 7, Investment Strategies, Financial Modeling, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Bloomberg, Teaching, Asset Management, Risk Management, Fixed Income
Education
San Diego Unified School District Teacher Program 2005 — 2007
Teacher Certification, Math
Chartered Financial Analyst (CFA) June, 1986 1983 — 1986
Stanford University 1979 — 1983
B.A., Economics, Political Science
Jing Yuan's American Express Financial Advisors Experience October 2004 - June 2005
Job Pharmacy Manager at Walgreens
Industry Pharmaceuticals
Experience
Walgreens September 2009 - Present
American Express Financial Advisors October 2004 - June 2005
Citizen Schools June 2003 - July 2004
Skills
Sales, Pharmacists, Pharmacy, Time Management, Clinical Pharmacy, Community Pharmacy, Healthcare, Microsoft Office, Certified Immunizer, Microsoft Excel, Medication Therapy..., Marketing, Strategic Planning, Patient Counseling, Pharmacy Automation, Clinical Pharmacology, Compounding, Hospital Pharmacy, Medicare Part D, Customer Service
Education
Texas Tech University Health Sciences Center 2005 — 2009
Doctor of Pharmacy (Pharm.D.), Pharmacy
The University of Texas at Austin 2000 — 2003
Bachelor's Degree, Nutrition and Economics
Vanderbilt University 1998 — 2000
Biology and Economics
bellaire high school 1994 — 1998
Walgreens September 2009 - Present
American Express Financial Advisors October 2004 - June 2005
Citizen Schools June 2003 - July 2004
Skills
Sales, Pharmacists, Pharmacy, Time Management, Clinical Pharmacy, Community Pharmacy, Healthcare, Microsoft Office, Certified Immunizer, Microsoft Excel, Medication Therapy..., Marketing, Strategic Planning, Patient Counseling, Pharmacy Automation, Clinical Pharmacology, Compounding, Hospital Pharmacy, Medicare Part D, Customer Service
Education
Texas Tech University Health Sciences Center 2005 — 2009
Doctor of Pharmacy (Pharm.D.), Pharmacy
The University of Texas at Austin 2000 — 2003
Bachelor's Degree, Nutrition and Economics
Vanderbilt University 1998 — 2000
Biology and Economics
bellaire high school 1994 — 1998
Doug Feiock, MBA's American Express Financial Advisors Experience 1998 - 1998
Job Shared Service Team Lead at Goodyear Tire & Rubber Company
Industry Accounting
Experience
Goodyear Tire & Rubber Company 2010 - Present
American Express Financial Advisors 1998 - 1998
Skills
Process Improvement, Pricing, Cost Accounting, SAP, Project Management, Management, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Customer Service, Six Sigma, Automotive, Strategic Planning, Internal Controls, Budgets, Cross-functional Team..., Training, General Ledger
Education
Walsh University 2007 — 2010
MBA
The University of Akron 1989 — 1997
BSBA, Finance
Goodyear Tire & Rubber Company 2010 - Present
American Express Financial Advisors 1998 - 1998
Skills
Process Improvement, Pricing, Cost Accounting, SAP, Project Management, Management, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Customer Service, Six Sigma, Automotive, Strategic Planning, Internal Controls, Budgets, Cross-functional Team..., Training, General Ledger
Education
Walsh University 2007 — 2010
MBA
The University of Akron 1989 — 1997
BSBA, Finance
Rich Gleason's American Express Financial Advisors Experience September 1998 - April 1999
Job AVP Fund Administration at Gemini Fund Services, LLC
Industry Financial Services
Experience
The Gemini Companies August 2000 - Present
DSA Community Publishing October 1999 - August 2000
American Express Financial Advisors September 1998 - April 1999
Skills
Mutual Funds, Alternative Investments, Securities, Hedge Funds, Investment Advisory, Fund Administration, Asset Managment, Investments, Equities, Fixed Income, Fund Of Funds, Asset Allocation, Portfolio Management, Fund Accounting, Bloomberg, Financial Analysis, Bonds, Trading, Finance, Wealth Management
Education
St. Joseph's College 1997 — 1999
Bachelor's, Business Administration
Suffolk County Community College 1995 — 1997
Associates, Business Administration
The Gemini Companies August 2000 - Present
DSA Community Publishing October 1999 - August 2000
American Express Financial Advisors September 1998 - April 1999
Skills
Mutual Funds, Alternative Investments, Securities, Hedge Funds, Investment Advisory, Fund Administration, Asset Managment, Investments, Equities, Fixed Income, Fund Of Funds, Asset Allocation, Portfolio Management, Fund Accounting, Bloomberg, Financial Analysis, Bonds, Trading, Finance, Wealth Management
Education
St. Joseph's College 1997 — 1999
Bachelor's, Business Administration
Suffolk County Community College 1995 — 1997
Associates, Business Administration
Cory Petcoff's American Express Financial Advisors Experience 1999 - 2000
Job Owner, Baron Realty, Inc.
Industry Real Estate
Experience
Baron Realty, Inc. September 2003 - Present
TriMont Real Estate Advisors August 2001 - September 2003
First Union 2000 - 2001
American Express Financial Advisors 1999 - 2000
Skills
Property Management, Investors, Realty, Dispositions, Landlord, Real Estate Investment, Valuation, Leases, Brokerage, Real Estate Transactions, Financial Analysis, Real Estate, Disposition, Commercial Real Estate, Real Estate Economics, Investment Properties, Landlords, Real Property, Property, Portfolio Management, Land Acquisition, Real Estate Development, Tenant, Due Diligence, Investments, Corporate Real Estate, Location Intelligence, Real Estate Financing, Acquisitions, REO
Education
Stetson University 1996 — 2000
BBA, Finance
Baron Realty, Inc. September 2003 - Present
TriMont Real Estate Advisors August 2001 - September 2003
First Union 2000 - 2001
American Express Financial Advisors 1999 - 2000
Skills
Property Management, Investors, Realty, Dispositions, Landlord, Real Estate Investment, Valuation, Leases, Brokerage, Real Estate Transactions, Financial Analysis, Real Estate, Disposition, Commercial Real Estate, Real Estate Economics, Investment Properties, Landlords, Real Property, Property, Portfolio Management, Land Acquisition, Real Estate Development, Tenant, Due Diligence, Investments, Corporate Real Estate, Location Intelligence, Real Estate Financing, Acquisitions, REO
Education
Stetson University 1996 — 2000
BBA, Finance
Teresa Dillenburg's American Express Financial Advisors Experience May 1994 - October 1996
Job Senior Training Coordinator
Industry Human Resources
Experience
Trane August 2007 - Present
Ameriprise Financial Services, Inc. March 2004 - June 2006
Ameriprise Financial Services, Inc. January 1999 - March 2004
Ameriprise Financial Services, Inc. October 1996 - December 1998
American Express Financial Advisors May 1994 - October 1996
American Express Financial Advisors 1983 - 1994
Skills
Performance Management, Talent Management, Succession Planning, Training, Leadership Development, Employee Relations, Employee Training, Talent Acquisition, Employee Engagement, Training Delivery, Event Management, Organizational..., Human Resources, Workforce Planning, Management, Onboarding, Team Building, Leadership
Education
St. Cloud State University
Trane August 2007 - Present
Ameriprise Financial Services, Inc. March 2004 - June 2006
Ameriprise Financial Services, Inc. January 1999 - March 2004
Ameriprise Financial Services, Inc. October 1996 - December 1998
American Express Financial Advisors May 1994 - October 1996
American Express Financial Advisors 1983 - 1994
Skills
Performance Management, Talent Management, Succession Planning, Training, Leadership Development, Employee Relations, Employee Training, Talent Acquisition, Employee Engagement, Training Delivery, Event Management, Organizational..., Human Resources, Workforce Planning, Management, Onboarding, Team Building, Leadership
Education
St. Cloud State University
Tom Vitale's American Express Financial Advisors Experience January 1999 - June 2000
Job Branch Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2010 - Present
AllianceBernstein January 2006 - March 2010
AllianceBernstein January 2004 - December 2005
AllianceBernstein September 2002 - December 2003
AllianceBernstein June 2000 - August 2002
American Express Financial Advisors January 1999 - June 2000
Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning
Education
Saint Thomas Aquinas College 1995 — 1999
Bachelor of Science, Finance
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2010 - Present
AllianceBernstein January 2006 - March 2010
AllianceBernstein January 2004 - December 2005
AllianceBernstein September 2002 - December 2003
AllianceBernstein June 2000 - August 2002
American Express Financial Advisors January 1999 - June 2000
Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning
Education
Saint Thomas Aquinas College 1995 — 1999
Bachelor of Science, Finance
Chris Rodenkirchen's American Express Financial Advisors Experience 1984 - 2005
Job HR Consultant/Advisor for NonProfits in Metropolitan Twin City area and Fort Myers area in Florida.
Industry Human Resources
Experience
HR Consultant/Advisor June 2005 - Present
HR Consulting/Advisors June 2005 - Present
American Public Media 2006 - 2007
American Express Financial Advisors 1984 - 2005
IDS/American Express Financial Advisors 1972 - 2005
Skills
Succession Planning, Organizational Design, Talent Management, Leadership Development, Performance Management, Employee Relations, Coaching, Executive Coaching, Human Resources, Personnel Management, Workforce Planning, Culture Change, HR Consulting, Career Development, Executive Search, HRIS, Recruiting, Workshop Facilitation, Compensation & Benefit, HR Policies, Management Development, Trusted Business Advisor, Values-based Leadership, Trusted Business Partner, Compensation & Benefits
Education
St. Cloud State University
BA, Economics
University of Minnesota-Twin Cities
Economics
HR Consultant/Advisor June 2005 - Present
HR Consulting/Advisors June 2005 - Present
American Public Media 2006 - 2007
American Express Financial Advisors 1984 - 2005
IDS/American Express Financial Advisors 1972 - 2005
Skills
Succession Planning, Organizational Design, Talent Management, Leadership Development, Performance Management, Employee Relations, Coaching, Executive Coaching, Human Resources, Personnel Management, Workforce Planning, Culture Change, HR Consulting, Career Development, Executive Search, HRIS, Recruiting, Workshop Facilitation, Compensation & Benefit, HR Policies, Management Development, Trusted Business Advisor, Values-based Leadership, Trusted Business Partner, Compensation & Benefits
Education
St. Cloud State University
BA, Economics
University of Minnesota-Twin Cities
Economics
Julie Schweitzer's American Express Financial Advisors Experience March 1995 - March 1997
Job MgrTraining MF at Columbia Management
Industry Financial Services
Experience
Columbia Management January 2013 - Present
Ameriprise Financial Services, Inc. June 1999 - January 2013
Ameriprise Financial Services, Inc. March 1997 - June 1999
American Express Financial Advisors March 1995 - March 1997
American Express Financial Advisors January 1994 - March 1995
American Express Financial Advisors December 1992 - January 1994
Ameriprise Financial Services, Inc. January 1990 - December 1992
Skills
Training, Mutual Funds, Variable Annuities, Account Reconciliation, Analysis, Investments, Asset Managment, Financial Analysis, Accounting, Banking, Process Improvement, Project Management, Instructor-led Training, Business Analysis, Risk Management
Education
St. Cloud State University 1981 — 1985
Bachelor of Science, Business Management
Columbia Management January 2013 - Present
Ameriprise Financial Services, Inc. June 1999 - January 2013
Ameriprise Financial Services, Inc. March 1997 - June 1999
American Express Financial Advisors March 1995 - March 1997
American Express Financial Advisors January 1994 - March 1995
American Express Financial Advisors December 1992 - January 1994
Ameriprise Financial Services, Inc. January 1990 - December 1992
Skills
Training, Mutual Funds, Variable Annuities, Account Reconciliation, Analysis, Investments, Asset Managment, Financial Analysis, Accounting, Banking, Process Improvement, Project Management, Instructor-led Training, Business Analysis, Risk Management
Education
St. Cloud State University 1981 — 1985
Bachelor of Science, Business Management
Scott A. Duggleby's American Express Financial Advisors Experience May 2000 - May 2002
Job VP Regional Sales Manager M&T Securities, Inc.
Industry Financial Services
Experience
Central Square School Board 2004 - Present
LPL Financial August 2005 - August 2009
Essex Corporation August 2002 - August 2005
American Express Financial Advisors May 2000 - May 2002
Education
State University of New York College at Oswego
BS, Secondary Education in Social Sciences
Central Square School Board 2004 - Present
LPL Financial August 2005 - August 2009
Essex Corporation August 2002 - August 2005
American Express Financial Advisors May 2000 - May 2002
Education
State University of New York College at Oswego
BS, Secondary Education in Social Sciences
Todd Berg, ChFC®'s American Express Financial Advisors Experience March 1990 - April 1995
Job Managing Partner/Senior Private Wealth Advisor at Guardian Wealth Management
Industry Financial Services
Experience
Guardian Wealth Management April 2008 - Present
Charles Schwab August 1999 - April 2008
Charles Schwab April 1995 - August 1999
American Express Financial Advisors March 1990 - April 1995
Skills
Leadership, Strategic Planning, Customer Service, Project Management, Business Development, Business Strategy, Wealth Management, Retirement, Investment Management, Portfolio Management, Financial Planning, Investments, Finance, Asset Management, Risk Management, Financial Services, Financial Analysis
Education
The American College 2012 — 2015
Chartered Financial Consultant, ChFC
University of Utah 1984 — 1988
Organizational Communication
Guardian Wealth Management April 2008 - Present
Charles Schwab August 1999 - April 2008
Charles Schwab April 1995 - August 1999
American Express Financial Advisors March 1990 - April 1995
Skills
Leadership, Strategic Planning, Customer Service, Project Management, Business Development, Business Strategy, Wealth Management, Retirement, Investment Management, Portfolio Management, Financial Planning, Investments, Finance, Asset Management, Risk Management, Financial Services, Financial Analysis
Education
The American College 2012 — 2015
Chartered Financial Consultant, ChFC
University of Utah 1984 — 1988
Organizational Communication
Jon Allen Nelson's American Express Financial Advisors Experience August 1997 - August 2004
Job Brokerage New Business at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2010
Ameriprise Financial Services, Inc. February 2007 - December 2008
Ameriprise Financial Services, Inc. June 2006 - January 2007
Ameriprise Financial Services, Inc. August 2004 - June 2006
American Express Financial Advisors August 1997 - August 2004
Uncle Hugo's Science Fiction Bookstore June 1996 - June 1998
The Bookmen Inc July 1993 - August 1997
Jean O'Donoghue Books July 1985 - July 1993
Skills
•Procedural..., •Proofreading, •Trained new hires and..., •Change Agent, often..., •Publishing Industry..., •Received Top Achiever..., Training, Sales, Retail, Writing
Education
St. Cloud State University 1988 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters, cum laude
Ameriprise Financial January 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - January 2010
Ameriprise Financial Services, Inc. February 2007 - December 2008
Ameriprise Financial Services, Inc. June 2006 - January 2007
Ameriprise Financial Services, Inc. August 2004 - June 2006
American Express Financial Advisors August 1997 - August 2004
Uncle Hugo's Science Fiction Bookstore June 1996 - June 1998
The Bookmen Inc July 1993 - August 1997
Jean O'Donoghue Books July 1985 - July 1993
Skills
•Procedural..., •Proofreading, •Trained new hires and..., •Change Agent, often..., •Publishing Industry..., •Received Top Achiever..., Training, Sales, Retail, Writing
Education
St. Cloud State University 1988 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters, cum laude
Candace Mack's American Express Financial Advisors Experience 1990 - 1995
Job teacher at Homeschool
Industry Primary/Secondary Education
Experience
Homeschool August 2010 - Present
American Express Financial Advisors 1990 - 1995
Bokland Custom Visuals. 1988 - 1989
Skills
Lesson Planning, Elementary Education, Literacy, Non-profits, Tutoring, Curriculum Design, Special Education, Curriculum Development, Classroom Management, Classroom, K-12, Differentiated..., Middle School, High School, Scouting, Teaching, Public Speaking, Social Studies, Instructional Technology, Educational Leadership, Educational Technology, Mathematics Education, Training, Secondary Education, Gifted Education, Technology Integration, Smartboard, Community Outreach, Volunteer Management, RTI, Nonprofits, Teacher Training
Education
State University of New York College at Potsdam 1983 — 1987
BA, Art Studio/Photography
Homeschool August 2010 - Present
American Express Financial Advisors 1990 - 1995
Bokland Custom Visuals. 1988 - 1989
Skills
Lesson Planning, Elementary Education, Literacy, Non-profits, Tutoring, Curriculum Design, Special Education, Curriculum Development, Classroom Management, Classroom, K-12, Differentiated..., Middle School, High School, Scouting, Teaching, Public Speaking, Social Studies, Instructional Technology, Educational Leadership, Educational Technology, Mathematics Education, Training, Secondary Education, Gifted Education, Technology Integration, Smartboard, Community Outreach, Volunteer Management, RTI, Nonprofits, Teacher Training
Education
State University of New York College at Potsdam 1983 — 1987
BA, Art Studio/Photography
Leanne Carroll's American Express Financial Advisors Experience 2003 - 2004
Job Getting much better . . . .
Industry E-Learning
Experience
Odessa College November 2011 - Present
Lubbock Small Animal Emergency Clinic December 2009 - June 2011
American Express Financial Advisors 2003 - 2004
MedVet Memphis 2003 - 2003
Skills
Surgery, Veterinary, Internal Medicine, Critical Care, Finance, Teaching, Higher Education, Public Speaking, Adult Education, Tutoring, Community Outreach, Critical Thinking, Curriculum Development
Education
Texas Tech University
Biology
UTPB
Odessa College November 2011 - Present
Lubbock Small Animal Emergency Clinic December 2009 - June 2011
American Express Financial Advisors 2003 - 2004
MedVet Memphis 2003 - 2003
Skills
Surgery, Veterinary, Internal Medicine, Critical Care, Finance, Teaching, Higher Education, Public Speaking, Adult Education, Tutoring, Community Outreach, Critical Thinking, Curriculum Development
Education
Texas Tech University
Biology
UTPB
Darrick M Mitchell's American Express Financial Advisors Experience 1996 - 1998
Job Owner, D. Mitchell & Company, LLC
Industry Financial Services
Experience
D. Mitchell & Company, LLC July 2005 - Present
JPMorgan Chase June 2003 - July 2005
McLaughlin, Piven, Vogel Securities Inc. December 2000 - May 2003
Morgan Stanley January 1999 - February 2000
American Express Financial Advisors 1996 - 1998
Skills
Insurance, Annuities, Retirement Income..., Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Retirement, Fixed Annuities, Business Planning, Financial Advisory, Investments, Securities, Retirement Planning, Mutual Funds, Small Business, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Alternative Investments, Management, Fixed Income, Asset Management, Banking, Networking, Financial Services, Investment Advisory, Investment Strategies, Equities, Loans, Hedge Funds, Investment Banking, Series 7
Education
The American College 2008 — 2011
ChFC designation, Financial & Estate Planning
john glenn high school
D. Mitchell & Company, LLC July 2005 - Present
JPMorgan Chase June 2003 - July 2005
McLaughlin, Piven, Vogel Securities Inc. December 2000 - May 2003
Morgan Stanley January 1999 - February 2000
American Express Financial Advisors 1996 - 1998
Skills
Insurance, Annuities, Retirement Income..., Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Retirement, Fixed Annuities, Business Planning, Financial Advisory, Investments, Securities, Retirement Planning, Mutual Funds, Small Business, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Alternative Investments, Management, Fixed Income, Asset Management, Banking, Networking, Financial Services, Investment Advisory, Investment Strategies, Equities, Loans, Hedge Funds, Investment Banking, Series 7
Education
The American College 2008 — 2011
ChFC designation, Financial & Estate Planning
john glenn high school
Matt Stabenow's American Express Financial Advisors Experience 2001 - 2004
Job Financial Analyst at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans February 2011 - Present
Thrivent Financial for Lutherans May 2004 - February 2011
American Express Financial Advisors 2001 - 2004
Mahoney Ulbrich Christiansen and Russ, PA 2000 - 2001
Skills
Financial Reporting, Financial Analysis, Mutual Funds, General Ledger, Cash Flow, Accounting, Financial Accounting, PeopleSoft, Forecasting, Bookkeeping, Financial Management, Budgeting, Excel, Spreadsheets, Access, Process Improvement, Finance, Managerial Finance, Microsoft Excel
Education
St. Cloud State University 1995 — 1999
BS, Accounting
St. Clou
Thrivent Financial for Lutherans February 2011 - Present
Thrivent Financial for Lutherans May 2004 - February 2011
American Express Financial Advisors 2001 - 2004
Mahoney Ulbrich Christiansen and Russ, PA 2000 - 2001
Skills
Financial Reporting, Financial Analysis, Mutual Funds, General Ledger, Cash Flow, Accounting, Financial Accounting, PeopleSoft, Forecasting, Bookkeeping, Financial Management, Budgeting, Excel, Spreadsheets, Access, Process Improvement, Finance, Managerial Finance, Microsoft Excel
Education
St. Cloud State University 1995 — 1999
BS, Accounting
St. Clou
Ed Morais's American Express Financial Advisors Experience September 1996 - December 1997
Job
Industry Financial Services
Experience
Next Financial March 2003 - July 2010
First Financial Planners September 1999 - March 2003
American Express Financial Advisors September 1996 - December 1997
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory
Education
State University of New York College at Old Westbury 1991 — 1994
BS, Finance
UMass Boston 1980 — 1982
Political Science and Government
Next Financial March 2003 - July 2010
First Financial Planners September 1999 - March 2003
American Express Financial Advisors September 1996 - December 1997
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory
Education
State University of New York College at Old Westbury 1991 — 1994
BS, Finance
UMass Boston 1980 — 1982
Political Science and Government
Ronald Schwartz's American Express Financial Advisors Experience December 1997 - November 2006
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
American Express Financial Advisors December 1997 - November 2006
Education
The American College 2006 — 2015
CFP, ChFC, CASL, RICP, Financial Planning and Services
University of Florida 1973 — 1977
Bachelor of Arts (B.A.), Religion/Philosophy
Fidelity Investments November 2006 - Present
American Express Financial Advisors December 1997 - November 2006
Education
The American College 2006 — 2015
CFP, ChFC, CASL, RICP, Financial Planning and Services
University of Florida 1973 — 1977
Bachelor of Arts (B.A.), Religion/Philosophy
James Rondeau's American Express Financial Advisors Experience July 2000 - December 2002
Job Principal
Industry Program Development
Experience
Harbour Contact LLC March 2011 - Present
SGV International October 2014 - May 2015
Support to Department of Defense June 2003 - September 2014
American Express Financial Advisors July 2000 - December 2002
GE Capital August 1999 - June 2000
US Army October 1992 - October 1997
Skills
Project Management, Strategic Planning, Change Management, Curriculum Development, Implementation Leader, Balanced ScoreCard, Dasboard, Quality; ISO 9001, Negotiation, Course of Action..., Stakeholder Analysis, Project Charter, Microsoft Office, Risk Management
Education
The Citadel 1986 — 1990
Political Science, International Political Military Affairs
Harbour Contact LLC March 2011 - Present
SGV International October 2014 - May 2015
Support to Department of Defense June 2003 - September 2014
American Express Financial Advisors July 2000 - December 2002
GE Capital August 1999 - June 2000
US Army October 1992 - October 1997
Skills
Project Management, Strategic Planning, Change Management, Curriculum Development, Implementation Leader, Balanced ScoreCard, Dasboard, Quality; ISO 9001, Negotiation, Course of Action..., Stakeholder Analysis, Project Charter, Microsoft Office, Risk Management
Education
The Citadel 1986 — 1990
Political Science, International Political Military Affairs
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.