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
Meredith McNulty Herr Meredith McNulty Herr's American Express Financial Advisors Experience October 2001 - July 2004
Job Operations Manager with Ameriprise Financial, Inc., Practice Management Coach / Consultant for Financial Advisors
Industry Financial Services
Experience
MMH Consulting 2008 - Present
Ameriprise Financial Services, Inc. July 2004 - Present
American Express Financial Advisors October 2001 - July 2004
American Express Financial Advisors November 1997 - October 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science, Business Administration
MMH Consulting 2008 - Present
Ameriprise Financial Services, Inc. July 2004 - Present
American Express Financial Advisors October 2001 - July 2004
American Express Financial Advisors November 1997 - October 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science, Business Administration
Tony J Scott's American Express Financial Advisors Experience October 2002 - April 2004
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Sarah Barajas Sarah Barajas's American Express Financial Advisors Experience September 2002 - August 2003
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Financial Corporation February 2015 - Present
Girl Scouts of Central Texas February 2012 - February 2015
Atlantic Capital Advisors, LLC January 2014 - January 2015
McKinley Rother Group Insurance Services April 2013 - November 2013
ADP June 2012 - April 2013
ADP October 2011 - July 2012
ADP November 2010 - August 2011
Ameriprise Financial Services, Inc. October 2004 - November 2010
Bank One September 2003 - October 2004
American Express Financial Advisors September 2002 - August 2003
Skills
Salesforce.com, CRM, Sales Process, Lead Generation, Recruiting, Sales, Management, Marketing, Human Resources, Talent Management, Insurance, Sales Operations, Customer Satisfaction, Analysis, Payroll, Investments, Time Management, Outsourcing, HRIS, Banking, 401k, Employee Benefits, Retirement, Customer Service, Customer Retention, Retirement Planning, Finance
Education
University of Mary Hardin-Baylor 2000 — 2002
BA, Management Information Systems
Regions Financial Corporation February 2015 - Present
Girl Scouts of Central Texas February 2012 - February 2015
Atlantic Capital Advisors, LLC January 2014 - January 2015
McKinley Rother Group Insurance Services April 2013 - November 2013
ADP June 2012 - April 2013
ADP October 2011 - July 2012
ADP November 2010 - August 2011
Ameriprise Financial Services, Inc. October 2004 - November 2010
Bank One September 2003 - October 2004
American Express Financial Advisors September 2002 - August 2003
Skills
Salesforce.com, CRM, Sales Process, Lead Generation, Recruiting, Sales, Management, Marketing, Human Resources, Talent Management, Insurance, Sales Operations, Customer Satisfaction, Analysis, Payroll, Investments, Time Management, Outsourcing, HRIS, Banking, 401k, Employee Benefits, Retirement, Customer Service, Customer Retention, Retirement Planning, Finance
Education
University of Mary Hardin-Baylor 2000 — 2002
BA, Management Information Systems
Tobi Meyer's American Express Financial Advisors Experience May 2000 - May 2003
Job Banking Professional
Industry Banking
Experience
PNC April 2011 - May 2015
City National Bank September 2009 - March 2011
Regions Bank June 2004 - August 2009
American Express Financial Advisors May 2000 - May 2003
Skills
Loans, Business Networking, Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Branch Banking, Branch Management, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Cards, Customer Service, Finance, Financial Services, Investments, Lines Of Credit, Loan Origination, Management, Networking, New Business Development, Portfolio Management, Sales, Small Business, Treasury Management, Retail Banking, Mortgage Banking, Insurance, Cross Selling, Relationship Management, Commercial Mortgages, Credit Analysis, Refinance
Education
University of Central Florida - College of Business Administration 1993 — 1995
Marketing, Business/ Marketing
PNC April 2011 - May 2015
City National Bank September 2009 - March 2011
Regions Bank June 2004 - August 2009
American Express Financial Advisors May 2000 - May 2003
Skills
Loans, Business Networking, Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Branch Banking, Branch Management, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Cards, Customer Service, Finance, Financial Services, Investments, Lines Of Credit, Loan Origination, Management, Networking, New Business Development, Portfolio Management, Sales, Small Business, Treasury Management, Retail Banking, Mortgage Banking, Insurance, Cross Selling, Relationship Management, Commercial Mortgages, Credit Analysis, Refinance
Education
University of Central Florida - College of Business Administration 1993 — 1995
Marketing, Business/ Marketing
Joseph Wilcox's American Express Financial Advisors Experience April 2004 - November 2005
Job
Industry Banking
Experience
PNC FINANCIAL SERVICES GROUP November 2005 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS April 2004 - November 2005
PITTSBURGH TRIBUNE-REVIEW May 2000 - March 2003
Education
University of Denver 1992 — 1995
M.A, International Studies
University of Kentucky 1984 — 1988
B.A, English
PNC FINANCIAL SERVICES GROUP November 2005 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS April 2004 - November 2005
PITTSBURGH TRIBUNE-REVIEW May 2000 - March 2003
Education
University of Denver 1992 — 1995
M.A, International Studies
University of Kentucky 1984 — 1988
B.A, English
Kevin Russ, CFP®'s American Express Financial Advisors Experience March 1999 - January 2003
Job Advanced Markets Consultant at MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
MetLife July 2015 - Present
MetLife July 2013 - Present
Wells Fargo March 2008 - December 2012
Wachovia Securities February 2006 - March 2008
Wachovia Bank March 2004 - January 2006
First Genesis Group/MetLife Financial Services January 2003 - February 2004
American Express Financial Advisors March 1999 - January 2003
Cintas Corporation January 1998 - January 1999
US Air Force, Maxwell AFB AL January 1996 - December 1997
US Air Force, Maxwell AFB AL February 1994 - January 1996
Skills
•Certified Financial..., Series 7, Series 66, Life & Health Insurance..., Uniform Combined State..., Strategic Financial..., Series 63, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Investments, Financial Services, Financial Advisory
Education
University of Central Florida 1989 — 1994
BS
University of Central Florida 1989 — 1993
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
Grant Robinson Grant Robinson's American Express Financial Advisors Experience April 2001 - November 2004
Job Financial Advisor at Focus Financial Network, Inc.
Industry Investment Management
Experience
Focus Financial Network, Inc. December 2004 - Present
Twin Cities River Rats October 2007 - September 2011
American Express Financial Advisors April 2001 - November 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance and Entrepreneurial Studies
Focus Financial Network, Inc. December 2004 - Present
Twin Cities River Rats October 2007 - September 2011
American Express Financial Advisors April 2001 - November 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance and Entrepreneurial Studies
Mark Pietrofesa, CFP® Mark Pietrofesa, CFP®'s American Express Financial Advisors Experience December 1989 - June 1998
Job Partner, CERTIFIED FINANCIAL PLANNER™ at Summit Financial Advisors, LLC
Industry Investment Management
Experience
Summit Financial Advisors, LLC June 1998 - Present
Summit Financial Advisors, LLC June 1998 - Present
American Express Financial Advisors December 1989 - June 1998
Education
University of Minnesota - Carlson School of Management 1986 — 1988
BS, Business
University of Florida 1984 — 1986
Business
Summit Financial Advisors, LLC June 1998 - Present
Summit Financial Advisors, LLC June 1998 - Present
American Express Financial Advisors December 1989 - June 1998
Education
University of Minnesota - Carlson School of Management 1986 — 1988
BS, Business
University of Florida 1984 — 1986
Business
Nadim Shehadeh Nadim Shehadeh's American Express Financial Advisors Experience July 2002 - October 2003
Job Associate, Deutsche Bank Securities Inc.
Industry Financial Services
Experience
Deutsche Bank Securities January 2009 - Present
Deutsche Bank Securities December 2003 - December 2008
American Express Financial Advisors July 2002 - October 2003
Skills
Capital Markets, Equities, Private Equity, Fixed Income, Derivatives, Bloomberg, Securities, Finance, Financial Risk, Trading, Analysis, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 1998 — 2002
Bachelor of Arts (BA), Economics
Deutsche Bank Securities January 2009 - Present
Deutsche Bank Securities December 2003 - December 2008
American Express Financial Advisors July 2002 - October 2003
Skills
Capital Markets, Equities, Private Equity, Fixed Income, Derivatives, Bloomberg, Securities, Finance, Financial Risk, Trading, Analysis, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 1998 — 2002
Bachelor of Arts (BA), Economics
Brian Therrell Brian Therrell's American Express Financial Advisors Experience June 2004 - August 2005
Job Managing Partner at Generations Wealth Advisors Investment Advisor Representative of Cambridge Investment Research
Industry Financial Services
Experience
Generations Wealth Advisors November 2013 - Present
ING Financial Partners August 2005 - November 2013
American Express Financial Advisors June 2004 - August 2005
Education
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Generations Wealth Advisors November 2013 - Present
ING Financial Partners August 2005 - November 2013
American Express Financial Advisors June 2004 - August 2005
Education
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Wei Dodd Wei Dodd's American Express Financial Advisors Experience 1991 - 1992
Job Program Manager/People Manager at HP
Industry Retail
Experience
Repair services Program Manager/People ManagerHPMay 1997 - Present
Coursera 2013 - 2015
San Jacinto College 1996 - 1997
General Mills 1993 - 1996
American Express Financial Advisors 1991 - 1992
Enron/EDS 1987 - 1990
Modular Data Systems 1986 - 1987
CONTROL APPLICATIONS, INC. 1985 - 1986
Skills
Program Management, Cross-functional Team..., Product Marketing, Product Management, Integration, Forward Planning, Forward Thinking, Mitigation Planning, Quality Management, Partner Management, PMP, Strategy, Change Management, Team Leadership, Business Analysis, Project Management, Cloud Computing, Plannning, Product Lifecycle..., Vendor Management, Product Development, Go-to-market Strategy, Outsourcing, Requirements Analysis, Process Improvement, Competitive Analysis, Management, Software Project..., Six Sigma, Team Building, Manufacturing, CRM, Quality Assurance, Software Development, Enterprise Software, Start-ups, Project Portfolio..., Business Intelligence, SaaS, Business Process..., Business Process, IT Management, Agile Methodologies, Mobile Devices, Business Development, Business Alliances, Strategic Partnerships, Business Strategy, Team Management, Consulting
Education
Coursera
University of Houston, C.T. Bauer College of Business
MBA, International business
University of Houston-Clear Lake
BS, Computer Science
台北市私立復興小學+復興初級中學
Repair services Program Manager/People ManagerHPMay 1997 - Present
Coursera 2013 - 2015
San Jacinto College 1996 - 1997
General Mills 1993 - 1996
American Express Financial Advisors 1991 - 1992
Enron/EDS 1987 - 1990
Modular Data Systems 1986 - 1987
CONTROL APPLICATIONS, INC. 1985 - 1986
Skills
Program Management, Cross-functional Team..., Product Marketing, Product Management, Integration, Forward Planning, Forward Thinking, Mitigation Planning, Quality Management, Partner Management, PMP, Strategy, Change Management, Team Leadership, Business Analysis, Project Management, Cloud Computing, Plannning, Product Lifecycle..., Vendor Management, Product Development, Go-to-market Strategy, Outsourcing, Requirements Analysis, Process Improvement, Competitive Analysis, Management, Software Project..., Six Sigma, Team Building, Manufacturing, CRM, Quality Assurance, Software Development, Enterprise Software, Start-ups, Project Portfolio..., Business Intelligence, SaaS, Business Process..., Business Process, IT Management, Agile Methodologies, Mobile Devices, Business Development, Business Alliances, Strategic Partnerships, Business Strategy, Team Management, Consulting
Education
Coursera
University of Houston, C.T. Bauer College of Business
MBA, International business
University of Houston-Clear Lake
BS, Computer Science
台北市私立復興小學+復興初級中學
Kevin G. Baird Kevin G. Baird's American Express Financial Advisors Experience 1989 - 1999
Job President Baird Wealth Strategy Group LLC
Industry Investment Management
Experience
Baird Wealth Strategy Group 1989 - Present
LPL Financial 1999 - 2011
American Express Financial Advisors 1989 - 1999
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Income Tax Reduction..., Estate Tax Reduction..., Retirement Income..., Charitable Gift Planning, Estate Planning, Financial Planners, Wealth Management..., Financial Services, Securities
Education
FI360 2012 — 2012
Accredited Investment Fiduciary® AIF®, Investment Fiduciary Training & Responsibilities
American Academy of Certified Estate Planners 2011 — 2011
AACEP Certified Estate Planner, Advanced Estate & Tax Planning Techniques
University of California, Santa Barbara
Bachelor of Science (B.S.)
Baird Wealth Strategy Group 1989 - Present
LPL Financial 1999 - 2011
American Express Financial Advisors 1989 - 1999
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Income Tax Reduction..., Estate Tax Reduction..., Retirement Income..., Charitable Gift Planning, Estate Planning, Financial Planners, Wealth Management..., Financial Services, Securities
Education
FI360 2012 — 2012
Accredited Investment Fiduciary® AIF®, Investment Fiduciary Training & Responsibilities
American Academy of Certified Estate Planners 2011 — 2011
AACEP Certified Estate Planner, Advanced Estate & Tax Planning Techniques
University of California, Santa Barbara
Bachelor of Science (B.S.)
Chelle Gonzo Chelle Gonzo's American Express Financial Advisors Experience 1998 - 1999
Job SVP and Director of Business Strategy, National Sales, The Private Bank at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Collin Clarke Collin Clarke's American Express Financial Advisors Experience April 2002 - April 2005
Job Owner at Collin Clarke State Farm Agency
Industry Financial Services
Experience
Collin Clarke Insurance Agency February 2012 - Present
Family Legacy Mental Health Services March 2011 - February 2012
SunTrust Bank June 2007 - March 2011
Wachovia Bank April 2005 - June 2007
American Express Financial Advisors April 2002 - April 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Research, Budgets, Property & Casualty..., Life Insurance, Investments, Retail Banking, Finance, Auditing, Financial Planning, Risk Management, Team Building
Education
University of Miami - School of Business
Collin Clarke Insurance Agency February 2012 - Present
Family Legacy Mental Health Services March 2011 - February 2012
SunTrust Bank June 2007 - March 2011
Wachovia Bank April 2005 - June 2007
American Express Financial Advisors April 2002 - April 2005
Skills
Public Speaking, Strategic Planning, Customer Service, Research, Budgets, Property & Casualty..., Life Insurance, Investments, Retail Banking, Finance, Auditing, Financial Planning, Risk Management, Team Building
Education
University of Miami - School of Business
Jeffrey T. Black Jeffrey T. Black's American Express Financial Advisors Experience 2002 - 2005
Job Consultant at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting March 2014 - Present
Becker, Burke Associates June 2005 - February 2014
American Express Financial Advisors 2002 - 2005
IBM 2000 - 2001
Genesys Regional Medical Center 1997 - 1999
Security Federal Credit Union 1996 - 1997
Skills
Capital Markets, Investment Advisory, Alternative Investments, Asset Allocation, Hedge Funds, Financial Services, Finance, Equities, Fixed Income
Education
University of Michigan 1993 — 1996
University of Michigan-Flint
Bachelor of Science, Computer Science
Aon Hewitt Investment Consulting March 2014 - Present
Becker, Burke Associates June 2005 - February 2014
American Express Financial Advisors 2002 - 2005
IBM 2000 - 2001
Genesys Regional Medical Center 1997 - 1999
Security Federal Credit Union 1996 - 1997
Skills
Capital Markets, Investment Advisory, Alternative Investments, Asset Allocation, Hedge Funds, Financial Services, Finance, Equities, Fixed Income
Education
University of Michigan 1993 — 1996
University of Michigan-Flint
Bachelor of Science, Computer Science
Michael Zarich Michael Zarich's American Express Financial Advisors Experience January 1996 - May 1999
Job Proven Business Development Professional | Helping Companies Translate Their Business Goals to Reality
Industry Financial Services
Experience
King Investment Advisors, Inc. July 2007 - Present
Stanford Financial Group January 2006 - June 2007
Stanford Group Company June 1999 - December 2005
American Express Financial Advisors January 1996 - May 1999
Entree Benefit Corporation June 1993 - December 1995
Skills
Marketing, Marketing Strategy, Management, Business Strategy, New Business Development, Leadership, Investments, Financial Planning, Investment Advisory, Portfolio Management, Asset Management, Financial Analysis, Equities, Wealth Management, Strategic Planning, Financial Services, Financial Modeling, Finance, Investment Strategies, Investment Management, Business Development, Asset Allocation
Education
University of Denver - Daniels College of Business
B.S.B.A., Finance and Marketing
King Investment Advisors, Inc. July 2007 - Present
Stanford Financial Group January 2006 - June 2007
Stanford Group Company June 1999 - December 2005
American Express Financial Advisors January 1996 - May 1999
Entree Benefit Corporation June 1993 - December 1995
Skills
Marketing, Marketing Strategy, Management, Business Strategy, New Business Development, Leadership, Investments, Financial Planning, Investment Advisory, Portfolio Management, Asset Management, Financial Analysis, Equities, Wealth Management, Strategic Planning, Financial Services, Financial Modeling, Finance, Investment Strategies, Investment Management, Business Development, Asset Allocation
Education
University of Denver - Daniels College of Business
B.S.B.A., Finance and Marketing
Natalie Taylor, CFP® Natalie Taylor, CFP®'s American Express Financial Advisors Experience October 2004 - May 2005
Job Financial Planner, Product Voice Manager
Industry Financial Services
Experience
LearnVest, Inc. May 2014 - Present
LearnVest, Inc. January 2013 - May 2014
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. May 2005 - March 2012
American Express Financial Advisors October 2004 - May 2005
Skills
Retirement Planning, Investments, Financial Modeling, Finance, Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Advisory, Investment Advisory, Retirement, Budgets, Estate Planning, Mutual Funds, Public Speaking, Asset Allocation, Accounting, Portfolio Management, Investment Strategies, Financial Planning, Uniform Combined State..., Securities
Education
University of California, San Diego
BA, Economics, Sociology
LearnVest, Inc. May 2014 - Present
LearnVest, Inc. January 2013 - May 2014
Ameriprise Financial Services, Inc. April 2012 - January 2013
Ameriprise Financial Services, Inc. May 2005 - March 2012
American Express Financial Advisors October 2004 - May 2005
Skills
Retirement Planning, Investments, Financial Modeling, Finance, Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Advisory, Investment Advisory, Retirement, Budgets, Estate Planning, Mutual Funds, Public Speaking, Asset Allocation, Accounting, Portfolio Management, Investment Strategies, Financial Planning, Uniform Combined State..., Securities
Education
University of California, San Diego
BA, Economics, Sociology
Kevin Foley, CFE, PCI Kevin Foley, CFE, PCI's American Express Financial Advisors Experience May 1992 - August 1999
Job Fraud Prevention and Detection Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2012 - Present
LexisNexis January 2006 - February 2012
LexisNexis September 1999 - December 2005
American Express Financial Advisors May 1992 - August 1999
Skills
Fraud, Private Investigations, Analysis, Investigation, Risk Management, Risk Assessment, Financial Risk, Due Diligence, Strategy, Business Analysis, Customer Service
Education
University of Dayton 1985 — 1989
B.S., Finance
Alter
MassMutual Financial Group February 2012 - Present
LexisNexis January 2006 - February 2012
LexisNexis September 1999 - December 2005
American Express Financial Advisors May 1992 - August 1999
Skills
Fraud, Private Investigations, Analysis, Investigation, Risk Management, Risk Assessment, Financial Risk, Due Diligence, Strategy, Business Analysis, Customer Service
Education
University of Dayton 1985 — 1989
B.S., Finance
Alter
Woody Derricks, CFP®, ADPA(sm) Woody Derricks, CFP®, ADPA(sm)'s American Express Financial Advisors Experience May 1998 - January 2000
Job President
Industry Financial Services
Experience
Partnership Wealth Management September 2005 - Present
LPL Financial September 2005 - Present
Wachovia Securities January 2000 - September 2005
American Express Financial Advisors May 1998 - January 2000
Skills
Securities, Strategic Financial..., FINRA, Retirement Planning, Series 7, Mutual Funds, Investments, Small Business, Financial Analysis, Risk Management, Public Speaking, Strategic Planning, Wealth Management, Customer Service, Non-profits, Estate Planning, Retirement, Fundraising, Marketing, Relationship Management, Finance, Management, Financial Services, Insurance, Asset Management, Leadership
Education
University of Maryland College Park 1992 — 1997
B.A., Major-Gov't & Politics, Minor-History
Partnership Wealth Management September 2005 - Present
LPL Financial September 2005 - Present
Wachovia Securities January 2000 - September 2005
American Express Financial Advisors May 1998 - January 2000
Skills
Securities, Strategic Financial..., FINRA, Retirement Planning, Series 7, Mutual Funds, Investments, Small Business, Financial Analysis, Risk Management, Public Speaking, Strategic Planning, Wealth Management, Customer Service, Non-profits, Estate Planning, Retirement, Fundraising, Marketing, Relationship Management, Finance, Management, Financial Services, Insurance, Asset Management, Leadership
Education
University of Maryland College Park 1992 — 1997
B.A., Major-Gov't & Politics, Minor-History
Bette Skandalis Bette Skandalis's American Express Financial Advisors Experience 1986 - 2000
Job Internal Consultant, Practice Management at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2012 - Present
Self employed April 2005 - Present
MetLife 2000 - 2005
American Express Financial Advisors 1986 - 2000
Skills
Strategic Planning, Financial Advisory, Insurance, Investments, People Development, Creative Writing, Estate Planning, Retirement Planning, Succession Planning, Staff Development, College Education..., Marketing Plan Creation, New Business Development, Growth Strategies, Yoga, Leadership Development, Situational Leadership, Readiness Assessments, Fixed Annuities, Variable Annuities, Public Speaking, Compliance Supervision, Business Planning, Non-profits, Marketing, Wealth Management..., Nonprofits, Coaching, Strategic Financial...
Education
Simmons Graduate School of Management
Master of Business Administration (M.B.A.)
University of Michigan
Master of Arts (MA), American/United States Studies/Civilization
University of Massachusetts Boston
Bachelor of Arts (B.A.), English
Commonwealth Financial Network October 2012 - Present
Self employed April 2005 - Present
MetLife 2000 - 2005
American Express Financial Advisors 1986 - 2000
Skills
Strategic Planning, Financial Advisory, Insurance, Investments, People Development, Creative Writing, Estate Planning, Retirement Planning, Succession Planning, Staff Development, College Education..., Marketing Plan Creation, New Business Development, Growth Strategies, Yoga, Leadership Development, Situational Leadership, Readiness Assessments, Fixed Annuities, Variable Annuities, Public Speaking, Compliance Supervision, Business Planning, Non-profits, Marketing, Wealth Management..., Nonprofits, Coaching, Strategic Financial...
Education
Simmons Graduate School of Management
Master of Business Administration (M.B.A.)
University of Michigan
Master of Arts (MA), American/United States Studies/Civilization
University of Massachusetts Boston
Bachelor of Arts (B.A.), English
Jennifer Weglarz Jennifer Weglarz's American Express Financial Advisors Experience 1999 - 2006
Job Content Sourcing and Relationship Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - August 2012
The Creative Group October 2010 - April 2011
Riversource Distributors/Ameriprise Financial 2006 - 2010
RiverSource Investments September 1997 - 2010
American Express Financial Advisors 1999 - 2006
Borders 1993 - 1997
Minnesota Daily 1991 - 1993
Skills
Series 7, Series 6, Mutual Funds, Asset Managment, Strategic Financial..., German, Renewable Energy, Financial Services, Investments, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Marketing Communications, Marketing, Marketing Strategy, Retirement Planning, Portfolio Management, Strategic Planning, Securities, Alternative Investments, Wealth Management, Asset Management, Insurance, Financial Analysis, Strategy, Retirement, Management, Team Building
Education
University of Iowa
BA, German
University of Minnesota-Twin Cities
German
Earl Pagaduan Earl Pagaduan's American Express Financial Advisors Experience February 2005 - May 2005
Job Product Manager at Jones IT
Industry Information Technology and Services
Experience
Jones IT January 2015 - Present
Jones IT September 2012 - Present
Mellon Capital Management 2008 - August 2012
Mellon Capital Management December 2005 - December 2007
Diaz & Company June 2005 - November 2005
American Express Financial Advisors February 2005 - May 2005
Election Systems & Software November 2004 - November 2004
Skills
Extremely proficient..., Type 92 WPM;..., Expert user of Windows..., Self-starter with..., Ability to manage..., Capacity to learn..., Equities, Analysis, Lotus Notes, Access, Asset Managment, Windows, Accounting, Strategy, Microsoft Excel, Bloomberg, Chartered Financial..., SharePoint, Financial Analysis, Account Reconciliation, Microsoft Word, Management, Networking, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Internal Audit, Investment Strategies, Asset Allocation
Education
University of California, Santa Cruz 1999 — 2003
BA, Business Economics
Jones IT January 2015 - Present
Jones IT September 2012 - Present
Mellon Capital Management 2008 - August 2012
Mellon Capital Management December 2005 - December 2007
Diaz & Company June 2005 - November 2005
American Express Financial Advisors February 2005 - May 2005
Election Systems & Software November 2004 - November 2004
Skills
Extremely proficient..., Type 92 WPM;..., Expert user of Windows..., Self-starter with..., Ability to manage..., Capacity to learn..., Equities, Analysis, Lotus Notes, Access, Asset Managment, Windows, Accounting, Strategy, Microsoft Excel, Bloomberg, Chartered Financial..., SharePoint, Financial Analysis, Account Reconciliation, Microsoft Word, Management, Networking, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Internal Audit, Investment Strategies, Asset Allocation
Education
University of California, Santa Cruz 1999 — 2003
BA, Business Economics
Drew Ford's American Express Financial Advisors Experience 2002 - 2003
Job Senior Account Director | Branch Manager | Business Manager | Controller
Industry Financial Services
Experience
Seeking New Opportunities August 2013 - October 2013
PrimePay January 2013 - July 2013
Payscape Advisors 2009 - 2013
JP Morgan Chase 2003 - January 2009
Washington Mutual 2003 - September 2008
American Express Financial Advisors 2002 - 2003
The Southwestern Company 1996 - 1996
Skills
Business Development, Sales, Merchant Services, Building Partnerships, Cold Calling, Sales Presentations, Franchise Consulting, Electronic Invoicing..., Association Partnerships, Payroll Services, Community Partnerships, Childcare Industry..., Leadership, Customer Service, Relationship Management, Strategic Partnerships, Banking, Customer Retention, Sales Process, Selling, Small Business, Partnerships, Credit Cards, Sales Management, Time Management, Association, Credit, E-commerce, Solution Selling, B2B, Financial Services, Account Management, Management, Direct Sales, Finance, Networking, Payments, Salesforce.com
Education
University of Florida - Warrington College Of Business
BSBA, Finance
Seeking New Opportunities August 2013 - October 2013
PrimePay January 2013 - July 2013
Payscape Advisors 2009 - 2013
JP Morgan Chase 2003 - January 2009
Washington Mutual 2003 - September 2008
American Express Financial Advisors 2002 - 2003
The Southwestern Company 1996 - 1996
Skills
Business Development, Sales, Merchant Services, Building Partnerships, Cold Calling, Sales Presentations, Franchise Consulting, Electronic Invoicing..., Association Partnerships, Payroll Services, Community Partnerships, Childcare Industry..., Leadership, Customer Service, Relationship Management, Strategic Partnerships, Banking, Customer Retention, Sales Process, Selling, Small Business, Partnerships, Credit Cards, Sales Management, Time Management, Association, Credit, E-commerce, Solution Selling, B2B, Financial Services, Account Management, Management, Direct Sales, Finance, Networking, Payments, Salesforce.com
Education
University of Florida - Warrington College Of Business
BSBA, Finance
Kelly Bauerle, MBA Kelly Bauerle, MBA's American Express Financial Advisors Experience 2002 - 2004
Job Regional Business Consultant at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
Nicholas E. Burkholder, CFP® Nicholas E. Burkholder, CFP®'s American Express Financial Advisors Experience October 2003 - September 2004
Job Private Wealth Advisor at Burkholder & Associates
Industry Financial Services
Experience
Burkholder & Associates September 2004 - Present
American Express Financial Advisors October 2003 - September 2004
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Wealth, Series 7, Wealth Accumulation, Wealth Management
Education
The American College
CFP® professional designation, Financial Planning
University of Maryland College Park
Burkholder & Associates September 2004 - Present
American Express Financial Advisors October 2003 - September 2004
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Wealth, Series 7, Wealth Accumulation, Wealth Management
Education
The American College
CFP® professional designation, Financial Planning
University of Maryland College Park
Laurie Barry, CFP Laurie Barry, CFP's American Express Financial Advisors Experience 1991 - 1998
Job Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
American Express Financial Advisors 1991 - 1998
Skills
Consulting, Financial Analysis, Insurance, 401k, Financial Modeling, Capital Markets, Financial Services, Banking, Wealth Management..., Investment Management, Due Diligence, Valuation
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Liberal Arts and Science
American Express Financial Advisors 1991 - 1998
Skills
Consulting, Financial Analysis, Insurance, 401k, Financial Modeling, Capital Markets, Financial Services, Banking, Wealth Management..., Investment Management, Due Diligence, Valuation
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Liberal Arts and Science
John Treptow John Treptow's American Express Financial Advisors Experience 2004 - 2007
Job Treptow Financial Services L.L.C.
Industry Financial Services
Experience
Treptow Financial Services 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 2000 - 2001
Skills
CRPC, Series 24 Registered..., Series 7 General..., Series 66 Uniform..., Life and Health..., Six –Sigma Green Belt, Mutual Funds
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Treptow Financial Services 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2001 - 2003
American Express Financial Advisors 2000 - 2001
Skills
CRPC, Series 24 Registered..., Series 7 General..., Series 66 Uniform..., Life and Health..., Six –Sigma Green Belt, Mutual Funds
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Erik Cormier Erik Cormier's American Express Financial Advisors Experience August 2003 - January 2004
Job Managing Director at The MJC Group, Inc.
Industry Financial Services
Experience
Tied House Microbrewery and Hermitage Brewing Company September 2015 - Present
The MJC Group, Inc. September 2015 - Present
Inland Securities Corporation January 2010 - September 2015
Inland Securities Corporation February 2008 - July 2009
ATEL Securities Corporation May 2004 - November 2007
American Express Financial Advisors August 2003 - January 2004
Northstar at Tahoe October 2002 - April 2003
Merrill Lynch August 2001 - December 2001
Skills
Investments, Series 7, FINRA, Investment Properties, Alternative Investments, Marketing Strategy, Securities, Investment Advisory, 401k, Asset Management, Finance, Financial Advisory, Financial Planning, Financial Services, Investment Strategies, Leadership, Portfolio Management, Real Estate, Strategic Financial..., Strategy
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business- Marketing
Tied House Microbrewery and Hermitage Brewing Company September 2015 - Present
The MJC Group, Inc. September 2015 - Present
Inland Securities Corporation January 2010 - September 2015
Inland Securities Corporation February 2008 - July 2009
ATEL Securities Corporation May 2004 - November 2007
American Express Financial Advisors August 2003 - January 2004
Northstar at Tahoe October 2002 - April 2003
Merrill Lynch August 2001 - December 2001
Skills
Investments, Series 7, FINRA, Investment Properties, Alternative Investments, Marketing Strategy, Securities, Investment Advisory, 401k, Asset Management, Finance, Financial Advisory, Financial Planning, Financial Services, Investment Strategies, Leadership, Portfolio Management, Real Estate, Strategic Financial..., Strategy
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business- Marketing
Marisa Moreno's American Express Financial Advisors Experience June 2004 - August 2005
Job International Visitor Advisor at UTHSCSA
Industry Higher Education
Experience
UT Health Sciences Center San Antonio October 2014 - Present
The University of Texas at San Antonio June 2014 - October 2014
UMKC September 2011 - May 2014
University of Missouri-Kansas City January 2011 - September 2011
U.S. Department of Justice July 2008 - July 2010
University of Dayton May 2007 - May 2008
University of Dayton September 2005 - May 2007
Akron Municipal Court May 2006 - August 2006
American Express Financial Advisors June 2004 - August 2005
Skills
Litigation, Civil Litigation, Community Outreach, Spanish, Courts, Westlaw, Training, Public Speaking, Student Affairs, Immigration Law, PowerPoint, Research, Visas, Microsoft Office, Higher Education
Education
University of Dayton 2004 — 2008
Bachelor of Arts, Political Science, Spanish
UT Health Sciences Center San Antonio October 2014 - Present
The University of Texas at San Antonio June 2014 - October 2014
UMKC September 2011 - May 2014
University of Missouri-Kansas City January 2011 - September 2011
U.S. Department of Justice July 2008 - July 2010
University of Dayton May 2007 - May 2008
University of Dayton September 2005 - May 2007
Akron Municipal Court May 2006 - August 2006
American Express Financial Advisors June 2004 - August 2005
Skills
Litigation, Civil Litigation, Community Outreach, Spanish, Courts, Westlaw, Training, Public Speaking, Student Affairs, Immigration Law, PowerPoint, Research, Visas, Microsoft Office, Higher Education
Education
University of Dayton 2004 — 2008
Bachelor of Arts, Political Science, Spanish
Rossana Nelson Rossana Nelson's American Express Financial Advisors Experience June 1997 - June 1998
Job Office Manager at Translations Unlimited, Inc
Industry Translation and Localization
Experience
Translations Unlimited, Inc 1998 - Present
American Express Financial Advisors June 1997 - June 1998
Skills
Maintaining Business..., Contract Management, Program Management, Able To Multi-task, Online Research, Online Communications, QuickBooks, Microsoft Word, Foreign Languages, Translation, Editing, Localization, Spanish, Proofreading, Relationship Marketing, Customer Service, Marketing Strategy, Microsoft Excel, Sales, Human Resources, Management, Leadership, Team Building
Education
University of Iowa 1993 — 1997
Bachelor of Arts, Psychology
Assumption High School 1989 — 1993
General Studies
Translations Unlimited, Inc 1998 - Present
American Express Financial Advisors June 1997 - June 1998
Skills
Maintaining Business..., Contract Management, Program Management, Able To Multi-task, Online Research, Online Communications, QuickBooks, Microsoft Word, Foreign Languages, Translation, Editing, Localization, Spanish, Proofreading, Relationship Marketing, Customer Service, Marketing Strategy, Microsoft Excel, Sales, Human Resources, Management, Leadership, Team Building
Education
University of Iowa 1993 — 1997
Bachelor of Arts, Psychology
Assumption High School 1989 — 1993
General Studies
Scott Dingle's American Express Financial Advisors Experience 2003 - October 2005
Job Financial Advisor | Insurance Specialist | Business Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
American Express Financial Advisors 2003 - October 2005
Education
University of Kentucky 1997 — 2002
Bachelor of Science, Economics
Olentangy High School 1993 — 1997
Ameriprise Financial October 2005 - Present
American Express Financial Advisors 2003 - October 2005
Education
University of Kentucky 1997 — 2002
Bachelor of Science, Economics
Olentangy High School 1993 — 1997
Timothy Newcomb Timothy Newcomb's American Express Financial Advisors Experience March 1999 - December 2000
Job Vice President at Medicount Management, Inc
Industry Government Administration
Experience
Medicount Management, Inc January 2001 - Present
American Express Financial Advisors March 1999 - December 2000
Skills
Revenue Cycle Management, Public Sector Financial..., Public Speaking, Public Education, Software Implementation, Procurement Outsourcing, Client Service Oriented, Client Retention..., EMS Education, Community Outreach, Accounts Receivable
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Medicount Management, Inc January 2001 - Present
American Express Financial Advisors March 1999 - December 2000
Skills
Revenue Cycle Management, Public Sector Financial..., Public Speaking, Public Education, Software Implementation, Procurement Outsourcing, Client Service Oriented, Client Retention..., EMS Education, Community Outreach, Accounts Receivable
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Rich Balestracci's American Express Financial Advisors Experience May 2004 - August 2004
Job Commercial Loan Officer/ Portfolio Manager at Chelsea Groton Bank
Industry Banking
Experience
Chelsea Groton Bank December 2014 - Present
Chelsea Groton Bank March 2014 - December 2014
People's United Bank May 2012 - March 2014
People's Securities (subsidiary of People's United Bank) May 2008 - March 2014
People's United Bank May 2007 - May 2012
Real Estate Closing Pro 2004 - 2007
American Power Conversion August 2006 - September 2006
American Power Conversion May 2006 - August 2006
Americore Mortgage April 2005 - August 2006
American Express Financial Advisors May 2004 - August 2004
Skills
Balance sheet and..., Investment Portfolio..., Investments, Notary Public, Mortgage Lending, Loans, Life Insurance, Banking, Credit, Customer Service, Finance, Financial Analysis, Budgets, Strategic Financial..., Risk Management, Sales, Portfolio Management, Commercial Banking, Cash Management, Management, Financial Services, Analysis, Underwriting, Commercial Lending, Small Business Lending, Credit Analysis
Education
University of New Haven 2011 — 2013
MBA for Emerging Leaders, Business
University of Connecticut 2003 — 2007
BA, Economics and Business
Stonington High School 1999 — 2003
Chelsea Groton Bank December 2014 - Present
Chelsea Groton Bank March 2014 - December 2014
People's United Bank May 2012 - March 2014
People's Securities (subsidiary of People's United Bank) May 2008 - March 2014
People's United Bank May 2007 - May 2012
Real Estate Closing Pro 2004 - 2007
American Power Conversion August 2006 - September 2006
American Power Conversion May 2006 - August 2006
Americore Mortgage April 2005 - August 2006
American Express Financial Advisors May 2004 - August 2004
Skills
Balance sheet and..., Investment Portfolio..., Investments, Notary Public, Mortgage Lending, Loans, Life Insurance, Banking, Credit, Customer Service, Finance, Financial Analysis, Budgets, Strategic Financial..., Risk Management, Sales, Portfolio Management, Commercial Banking, Cash Management, Management, Financial Services, Analysis, Underwriting, Commercial Lending, Small Business Lending, Credit Analysis
Education
University of New Haven 2011 — 2013
MBA for Emerging Leaders, Business
University of Connecticut 2003 — 2007
BA, Economics and Business
Stonington High School 1999 — 2003
Yale Lewis, MBA, CFP ® Yale Lewis, MBA, CFP ®'s American Express Financial Advisors Experience December 1995 - July 1996
Job Director of Investment & Planning Services at Mylestone Plans
Industry Financial Services
Experience
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Mylestone Plans January 2014 - Present
Merrill Edge January 2011 - November 2013
LPL Financial January 2010 - December 2010
Campbell Wealth Management January 2009 - December 2009
Northwestern Mutual Financial Network May 2004 - December 2008
Charles Schwab and Company May 2000 - May 2004
ProFunds Advisors, Inc. January 1999 - April 2000
Edelman Financial Services September 1996 - November 1998
American Express Financial Advisors December 1995 - July 1996
Schabacker Investment Management December 1986 - September 1995
Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities
Education
University of Maryland College Park 1984 — 1986
MBA, Business
Vassar College 1980 — 1984
BA, Liberal Arts
Jim Mortensen CPA (Inactive), CIA, PMP, MBA Jim Mortensen CPA (Inactive), CIA, PMP, MBA's American Express Financial Advisors Experience April 2002 - April 2004
Job President of CMI, CCN, and BMI; Managing Director and CoChair of ICS
Industry Management Consulting
Experience
Behavioral Medical Interventions April 2014 - Present
Behavioral Medical Interventions February 2013 - March 2014
Benesyst October 2011 - February 2013
Benesyst June 2011 - October 2011
Resources Global Professionals October 2010 - June 2011
OptumHealth Financial (United HealthCare) July 2009 - March 2010
OptumHealth Financial (United HealthCare) July 2008 - July 2009
OptumHealth Financial (United HealthCare) July 2007 - July 2008
Ameriprise Financial April 2004 - September 2006
American Express Financial Advisors April 2002 - April 2004
Skills
Financial Analysis, Leadership, Relationship Management, Strategy, Cost Benefit, Negotiation, Capital Budgeting, Process Improvement, Financial Services, Cross-functional Team..., Strategic Planning, Change Management, Acquisition Integration, Strategic Financial..., Forecasting, Integration, Product Management, Operations Management, Sales, Customer Satisfaction, Business Strategy, Insurance, CRM, Project Planning, Management, Analysis, Employee Benefits, Project Management, Business Process..., Program Management, Business Development, Training, Start-ups, Mergers & Acquisitions, Human Resources, Executive Management, Budgets, Vendor Management, Finance, Marketing, Consulting, Business Analysis, Team Building, Budgeting
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BSB, Accounting
University of Pennsylvania - The Wharton School
Graduate - Securities Industry Institute, Investments and Securities
Behavioral Medical Interventions April 2014 - Present
Behavioral Medical Interventions February 2013 - March 2014
Benesyst October 2011 - February 2013
Benesyst June 2011 - October 2011
Resources Global Professionals October 2010 - June 2011
OptumHealth Financial (United HealthCare) July 2009 - March 2010
OptumHealth Financial (United HealthCare) July 2008 - July 2009
OptumHealth Financial (United HealthCare) July 2007 - July 2008
Ameriprise Financial April 2004 - September 2006
American Express Financial Advisors April 2002 - April 2004
Skills
Financial Analysis, Leadership, Relationship Management, Strategy, Cost Benefit, Negotiation, Capital Budgeting, Process Improvement, Financial Services, Cross-functional Team..., Strategic Planning, Change Management, Acquisition Integration, Strategic Financial..., Forecasting, Integration, Product Management, Operations Management, Sales, Customer Satisfaction, Business Strategy, Insurance, CRM, Project Planning, Management, Analysis, Employee Benefits, Project Management, Business Process..., Program Management, Business Development, Training, Start-ups, Mergers & Acquisitions, Human Resources, Executive Management, Budgets, Vendor Management, Finance, Marketing, Consulting, Business Analysis, Team Building, Budgeting
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1976 — 1980
BSB, Accounting
University of Pennsylvania - The Wharton School
Graduate - Securities Industry Institute, Investments and Securities
Andy Heiniluoma Andy Heiniluoma's American Express Financial Advisors Experience 2000 - 2001
Job
Industry Investment Management
Experience
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Jared Rankin Jared Rankin's American Express Financial Advisors Experience 2003 - 2004
Job Solution Executive at TriZetto Corporation
Industry Computer Software
Experience
TriZetto Corporation August 2015 - Present
The TriZetto Group August 2011 - July 2015
The TriZetto Group January 2010 - July 2011
The TriZetto Group July 2008 - January 2010
JPMorgan Chase July 2004 - June 2008
American Express Financial Advisors 2003 - 2004
TierOne Bank 2001 - 2003
Skills
Financial Modeling, Business Development, Analysis, Competitive Analysis, Mergers, Business Strategy, Banking, Business Intelligence, CRM, Strategy, Healthcare, Sales Management, Analytics, Sales Process, Team Building, Customer Service, Contract Negotiation, Program Management, Team Leadership, Market Research, Product Management, Business Process..., Marketing Strategy, Business Planning, Enterprise Software, Sales Operations, Leadership
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Marketing
University of Nebraska-Lincoln 1999 — 2003
Bachelors, Finance
TriZetto Corporation August 2015 - Present
The TriZetto Group August 2011 - July 2015
The TriZetto Group January 2010 - July 2011
The TriZetto Group July 2008 - January 2010
JPMorgan Chase July 2004 - June 2008
American Express Financial Advisors 2003 - 2004
TierOne Bank 2001 - 2003
Skills
Financial Modeling, Business Development, Analysis, Competitive Analysis, Mergers, Business Strategy, Banking, Business Intelligence, CRM, Strategy, Healthcare, Sales Management, Analytics, Sales Process, Team Building, Customer Service, Contract Negotiation, Program Management, Team Leadership, Market Research, Product Management, Business Process..., Marketing Strategy, Business Planning, Enterprise Software, Sales Operations, Leadership
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Marketing
University of Nebraska-Lincoln 1999 — 2003
Bachelors, Finance
Matthew Pritzkur Matthew Pritzkur's American Express Financial Advisors Experience December 2001 - September 2004
Job AVP, Senior Analyst at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management March 2010 - Present
Bernstein Private Wealth Management March 2007 - February 2010
Bernstein Private Wealth Management October 2005 - February 2007
American Express Financial Advisors December 2001 - September 2004
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Fundamental Analysis, Quantitative Analysis, Estate Planning, Estate Tax Planning, Multi-generational..., Trust Management, Taxation of Trusts, Charitable Trusts, GRATs, Private Foundations, Endowments, Executive Compensation..., Employee Stock Options, Financial Modeling, Separately Managed..., Fixed Income Portfolio..., Alternative Investments, Investment Strategies, Asset Management, Equities, Investments, Hedge Funds, Finance, Mutual Funds, Wealth Management
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Economics
Brandywine High School 1993 — 1997
Bernstein Private Wealth Management March 2010 - Present
Bernstein Private Wealth Management March 2007 - February 2010
Bernstein Private Wealth Management October 2005 - February 2007
American Express Financial Advisors December 2001 - September 2004
Skills
Asset Allocation, Portfolio Management, Retirement Planning, Fundamental Analysis, Quantitative Analysis, Estate Planning, Estate Tax Planning, Multi-generational..., Trust Management, Taxation of Trusts, Charitable Trusts, GRATs, Private Foundations, Endowments, Executive Compensation..., Employee Stock Options, Financial Modeling, Separately Managed..., Fixed Income Portfolio..., Alternative Investments, Investment Strategies, Asset Management, Equities, Investments, Hedge Funds, Finance, Mutual Funds, Wealth Management
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), Economics
Brandywine High School 1993 — 1997
Scott Lehman Scott Lehman's American Express Financial Advisors Experience April 2001 - December 2003
Job Mortgage Loan Officer at New Penn Financial LLC
Industry Financial Services
Experience
New Penn Financial LLC July 2015 - Present
Professional Actor December 2010 - Present
Wells Fargo Home Mortgage June 2004 - May 2014
American Express Financial Advisors April 2001 - December 2003
Skills
Public Speaking, Leadership, Coaching, Mortgage Banking, Social Media, Mortgage Lending, Credit, Real Estate Transactions, Loan Origination, First Time Home Buyers, Investments, USDA, Management, Residential Mortgages, Strategic Planning, FHA, Foreclosures, Loans, Investment Properties, Banking, FHA financing, Short Sales, Customer Service, Single Family Homes, VA loans, Sellers, Relocation, Reverse Mortgages, Team Building, Certified Mortgage..., Negotiation, Residential Homes, Refinance, Underwriting, Selling, Sales, Real Estate, VA Loans
Education
Playhouse West Acting School - Philadelphia 2012 — 2015
Acting
University of Delaware
Bachelor of Arts
New Penn Financial LLC July 2015 - Present
Professional Actor December 2010 - Present
Wells Fargo Home Mortgage June 2004 - May 2014
American Express Financial Advisors April 2001 - December 2003
Skills
Public Speaking, Leadership, Coaching, Mortgage Banking, Social Media, Mortgage Lending, Credit, Real Estate Transactions, Loan Origination, First Time Home Buyers, Investments, USDA, Management, Residential Mortgages, Strategic Planning, FHA, Foreclosures, Loans, Investment Properties, Banking, FHA financing, Short Sales, Customer Service, Single Family Homes, VA loans, Sellers, Relocation, Reverse Mortgages, Team Building, Certified Mortgage..., Negotiation, Residential Homes, Refinance, Underwriting, Selling, Sales, Real Estate, VA Loans
Education
Playhouse West Acting School - Philadelphia 2012 — 2015
Acting
University of Delaware
Bachelor of Arts
Matthew Doyal's American Express Financial Advisors Experience June 2003 - February 2004
Job VP, Financial Wellness in the Workplace
Industry Banking
Experience
McGraw-Hill Federal Credit Union April 2014 - Present
Bank of America December 2006 - April 2014
Bank of America Premier Banking March 2005 - November 2006
PNC Financial Services Group February 2004 - March 2005
American Express Financial Advisors June 2003 - February 2004
Skills
Spanish, Banking, Credit, Loans, Wealth Management, Mortgage Lending, Consumer Lending, Retail Banking, Strategic Financial..., Portfolio Management, Investments, Commercial Banking, Small Business Lending, Finance, Mutual Funds, Financial Services, Management, Relationship Management, Sales, Leadership, Equities, Business Development, Customer Service, Credit Analysis, Financial Analysis, Loan Origination
Education
University of Massachusetts, Amherst 2009 — 2010
MBA, Management
University of Delaware 1998 — 2003
BS, Marketing & Management
McGraw-Hill Federal Credit Union April 2014 - Present
Bank of America December 2006 - April 2014
Bank of America Premier Banking March 2005 - November 2006
PNC Financial Services Group February 2004 - March 2005
American Express Financial Advisors June 2003 - February 2004
Skills
Spanish, Banking, Credit, Loans, Wealth Management, Mortgage Lending, Consumer Lending, Retail Banking, Strategic Financial..., Portfolio Management, Investments, Commercial Banking, Small Business Lending, Finance, Mutual Funds, Financial Services, Management, Relationship Management, Sales, Leadership, Equities, Business Development, Customer Service, Credit Analysis, Financial Analysis, Loan Origination
Education
University of Massachusetts, Amherst 2009 — 2010
MBA, Management
University of Delaware 1998 — 2003
BS, Marketing & Management
Patrick McAleer Patrick McAleer's American Express Financial Advisors Experience December 1995 - December 2002
Job Financial Advisor with Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services. December 2002 - Present
American Express Financial Advisors December 1995 - December 2002
Education
University of Mary Washington
B.S., Business Administration
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services. December 2002 - Present
American Express Financial Advisors December 1995 - December 2002
Education
University of Mary Washington
B.S., Business Administration
Howard Goldstein's American Express Financial Advisors Experience 1999 - 1999
Job President Always Best Care Senior Services
Industry Hospital & Health Care
Experience
Always Best Care Metrowest November 2009 - Present
Genworth Financial 1999 - 2011
Howard M Goldstein, CPA 1988 - 2010
American Express Financial Advisors 1999 - 1999
Defense Contract Audit Agency 1983 - 1988
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Social Services, Seniors, Elder Care, Home Care, Small Business, Compassion, Retirement Planning, Hospitals, Healthcare Industry, Nursing, Managed Care, Health Insurance, Estate Planning, Retirement, Case Managment, Long Term Care Insurance, Fixed Annuities, Mental Health, Coaching, Disability Insurance, HIPAA, Healthcare Management, Healthcare Information..., Healthcare Consulting, Term Life Insurance, Rehabilitation, Health Education, 401k, New Business Development, Medicare Part D, Life Insurance, Physician Relations, Employee Benefits, Financial Planners, Leadership Development, Strategic Financial..., Executive Management, Leadership, Financial Advisory
Education
University of Connecticut 1969 — 1973
B.A., Economics
Always Best Care Metrowest November 2009 - Present
Genworth Financial 1999 - 2011
Howard M Goldstein, CPA 1988 - 2010
American Express Financial Advisors 1999 - 1999
Defense Contract Audit Agency 1983 - 1988
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Social Services, Seniors, Elder Care, Home Care, Small Business, Compassion, Retirement Planning, Hospitals, Healthcare Industry, Nursing, Managed Care, Health Insurance, Estate Planning, Retirement, Case Managment, Long Term Care Insurance, Fixed Annuities, Mental Health, Coaching, Disability Insurance, HIPAA, Healthcare Management, Healthcare Information..., Healthcare Consulting, Term Life Insurance, Rehabilitation, Health Education, 401k, New Business Development, Medicare Part D, Life Insurance, Physician Relations, Employee Benefits, Financial Planners, Leadership Development, Strategic Financial..., Executive Management, Leadership, Financial Advisory
Education
University of Connecticut 1969 — 1973
B.A., Economics
Earl Morgan Earl Morgan's American Express Financial Advisors Experience May 2003 - November 2008
Job Wealth Manager at The Simon Group
Industry Investment Management
Experience
Momar Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. December 2008 - April 2009
American Express Financial Advisors May 2003 - November 2008
Skills
Wealth Management, Saving for Education, Series 7, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning
Education
University of Delaware 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General, A
University of Delaware 1986 — 1990
Bachelor of Science (B.S.), Mechanical Engineering
Momar Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. December 2008 - April 2009
American Express Financial Advisors May 2003 - November 2008
Skills
Wealth Management, Saving for Education, Series 7, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning
Education
University of Delaware 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General, A
University of Delaware 1986 — 1990
Bachelor of Science (B.S.), Mechanical Engineering
Debashis Chowdhury, CFA's American Express Financial Advisors Experience December 1998 - October 2001
Job President at Canterbury Consulting
Industry Investment Management
Experience
Child Abuse Prevention Center of Orange County February 2010 - Present
Canterbury Consulting January 2002 - Present
American Express Financial Advisors December 1998 - October 2001
Skills
Investment Management, Endowments, Due Diligence, Asset Management, Investments, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Institutional, Risk Management, Mutual Funds, Hedge Funds, Institutional..., Series 7, Capital Markets, Asset Managment, Equities, Securities, Financial Modeling, Private Equity, Financial Analysis, Consulting, Equity Research, Fund Of Funds, Investment Advisory, Fixed Income, Financial Markets, Emerging Markets, Management, Series 63, Foundations, Valuation, Derivatives, Finance, Investment Banking, Hedging
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Bachelor of Science, Management and Economics
Child Abuse Prevention Center of Orange County February 2010 - Present
Canterbury Consulting January 2002 - Present
American Express Financial Advisors December 1998 - October 2001
Skills
Investment Management, Endowments, Due Diligence, Asset Management, Investments, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Institutional, Risk Management, Mutual Funds, Hedge Funds, Institutional..., Series 7, Capital Markets, Asset Managment, Equities, Securities, Financial Modeling, Private Equity, Financial Analysis, Consulting, Equity Research, Fund Of Funds, Investment Advisory, Fixed Income, Financial Markets, Emerging Markets, Management, Series 63, Foundations, Valuation, Derivatives, Finance, Investment Banking, Hedging
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Bachelor of Science, Management and Economics
Mary Jo Taira's American Express Financial Advisors Experience 1993 - 1994
Job Accountant and marketing consultant
Industry Financial Services
Experience
Self employed December 2011 - Present
Tom Basset-Dilley Architects November 2010 - Present
Granite Realty Partners March 2011 - May 2013
Inspired Impressions April 2010 - October 2011
Ernst & Young 1994 - 2003
American Express Financial Advisors 1993 - 1994
Ernst & Young 1991 - 1993
KPMG 1987 - 1991
Skills
Financial Analysis, Accounting, Small Business, Budgets, Forecasting, Real Estate, Internal Controls, Strategic Planning, Tax, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Corporate Finance, CPA, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS, Accounting
Self employed December 2011 - Present
Tom Basset-Dilley Architects November 2010 - Present
Granite Realty Partners March 2011 - May 2013
Inspired Impressions April 2010 - October 2011
Ernst & Young 1994 - 2003
American Express Financial Advisors 1993 - 1994
Ernst & Young 1991 - 1993
KPMG 1987 - 1991
Skills
Financial Analysis, Accounting, Small Business, Budgets, Forecasting, Real Estate, Internal Controls, Strategic Planning, Tax, Financial Modeling, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Corporate Finance, CPA, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS, Accounting
Tom Mayer-Harnisch Tom Mayer-Harnisch's American Express Financial Advisors Experience March 2003 - October 2004
Job Sr. Project Manager at Infinera Corporation
Industry Telecommunications
Experience
ACTINEON May 2012 - November 2013
REXNORD INDUSTRIES LLC, PSI Bearings Division February 2009 - June 2011
CATALYTIC SOLUTIONS INC April 2008 - November 2008
CORSAIR MEMORY October 2004 - October 2007
AMERICAN EXPRESS FINANCIAL ADVISORS March 2003 - October 2004
MAXTOR CORPORATION April 2001 - February 2002
QUANTUM CORPORATION April 1992 - April 2001
DIGITAL EQUIPMENT CORPORATION February 1987 - April 1992
INTEL CORPORATION April 1984 - February 1987
Skills
Manufacturing Operations, Supply Chain Management, Lean Manufacturing, Program Management, Business Strategy, Organizational..., Customer Service, Problem Solving, Yield Management
Education
California Polytechnic State University
Masters Degree, Business Administration
University of California, Santa Barbara
BA, Political Science
ACTINEON May 2012 - November 2013
REXNORD INDUSTRIES LLC, PSI Bearings Division February 2009 - June 2011
CATALYTIC SOLUTIONS INC April 2008 - November 2008
CORSAIR MEMORY October 2004 - October 2007
AMERICAN EXPRESS FINANCIAL ADVISORS March 2003 - October 2004
MAXTOR CORPORATION April 2001 - February 2002
QUANTUM CORPORATION April 1992 - April 2001
DIGITAL EQUIPMENT CORPORATION February 1987 - April 1992
INTEL CORPORATION April 1984 - February 1987
Skills
Manufacturing Operations, Supply Chain Management, Lean Manufacturing, Program Management, Business Strategy, Organizational..., Customer Service, Problem Solving, Yield Management
Education
California Polytechnic State University
Masters Degree, Business Administration
University of California, Santa Barbara
BA, Political Science
Sean Allen, CRPC®, AWMA® Sean Allen, CRPC®, AWMA®'s American Express Financial Advisors Experience October 2004 - May 2005
Job Financial Advisor with the practice of Richard J Vogler
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors October 2004 - May 2005
Education
University of Connecticut 2001 — 2005
Business, Finance
Ledyard High School 1997 — 2001
Business
Ameriprise Financial Services, Inc. September 2005 - Present
American Express Financial Advisors October 2004 - May 2005
Education
University of Connecticut 2001 — 2005
Business, Finance
Ledyard High School 1997 — 2001
Business
Melvin Ronaldo Jenkins, CRPC Melvin Ronaldo Jenkins, CRPC's American Express Financial Advisors Experience July 1998 - February 2007
Job at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors March 2011 - Present
Valic Financial Advisors February 2007 - March 2011
American Express Financial Advisors July 1998 - February 2007
Continental Airlines January 1993 - July 1998
Robert A. Schneider and Assoc. June 1997 - June 1998
Bank One August 1996 - May 1997
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Wealth Management, Personal Financial..., Retirement Plan..., Saving for Education, Long-term Care, Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Investments, Retirement, Finance, Qualified Retirement..., Long Term Care Insurance
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Houston, C.T. Bauer College of Business 1990 — 1995
BBA, Finance
Hillcrest High School 1989 — 1990
Nottoway High School 1987 — 1989
VALIC Financial Advisors March 2011 - Present
Valic Financial Advisors February 2007 - March 2011
American Express Financial Advisors July 1998 - February 2007
Continental Airlines January 1993 - July 1998
Robert A. Schneider and Assoc. June 1997 - June 1998
Bank One August 1996 - May 1997
Skills
Series 7, Series 63, Series 24, Uniform Combined State..., Wealth Management, Personal Financial..., Retirement Plan..., Saving for Education, Long-term Care, Retirement Planning, Asset Allocation, Estate Planning, Financial Advisory, Investments, Retirement, Finance, Qualified Retirement..., Long Term Care Insurance
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Houston, C.T. Bauer College of Business 1990 — 1995
BBA, Finance
Hillcrest High School 1989 — 1990
Nottoway High School 1987 — 1989
Terry Nibarger, CFP Terry Nibarger, CFP's American Express Financial Advisors Experience August 1990 - May 1996
Job Financial Advisor, Branch Manager, Raymond James Financial Services, Inc. Member FINRA/SIPC. Dave Ramsey Investment ELP
Industry Investment Management
Experience
Raymond James Financial Services January 2010 - Present
Dave Ramsey's Endorsed Local Provider (ELP) January 2014 - Present
Investment Center at Citizens Bank & Trust May 1996 - January 2010
American Express Financial Advisors August 1990 - May 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Services, Financial Advisory, Securities, Investments, Finance, Investment Advisory, Estate Planning, Strategic Financial..., Investment Strategies, Financial Planning, Mutual Funds, Series 7, Asset Allocation, Annuities, IRA's, Insurance Planning, Retirement Income..., 401k, Portfolio Management, Series 24, Series 63, Long Term Care, 401k Rollovers, Wealth Transfer, Wealth Preservation
Education
University of Central Missouri 1979 — 1981
BSBA, Finance
University of Missouri-Columbia 1977 — 1979
Agricultural Economics
Raymond James Financial Services January 2010 - Present
Dave Ramsey's Endorsed Local Provider (ELP) January 2014 - Present
Investment Center at Citizens Bank & Trust May 1996 - January 2010
American Express Financial Advisors August 1990 - May 1996
Skills
Retirement Planning, Wealth Management, Retirement, Financial Services, Financial Advisory, Securities, Investments, Finance, Investment Advisory, Estate Planning, Strategic Financial..., Investment Strategies, Financial Planning, Mutual Funds, Series 7, Asset Allocation, Annuities, IRA's, Insurance Planning, Retirement Income..., 401k, Portfolio Management, Series 24, Series 63, Long Term Care, 401k Rollovers, Wealth Transfer, Wealth Preservation
Education
University of Central Missouri 1979 — 1981
BSBA, Finance
University of Missouri-Columbia 1977 — 1979
Agricultural Economics
Will B. Lee Will B. Lee's American Express Financial Advisors Experience October 1993 - August 2005
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Morgan Stanley Smith Barney October 2010 - Present
Satovsky Asset Management February 2010 - April 2010
Ameriprise Financial July 2007 - February 2010
American Express Financial Advisors October 1993 - August 2005
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Strategy
University of Michigan 1988 — 1993
BA, Economics
Craig Novy Craig Novy's American Express Financial Advisors Experience January 1997 - January 2000
Job Chase Investment Services Corp.
Industry Investment Banking
Experience
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
Jason Silverberg, CFP®, CLU®, ChFC®'s American Express Financial Advisors Experience June 2004 - December 2004
Job Vice President of Financial Planning at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc February 2012 - Present
Financial Advantage Associates, Inc January 2005 - Present
Financial Advantage Associates, Inc March 2010 - January 2012
American Express Financial Advisors June 2004 - December 2004
Skills
Long Term Care, Disability Insurance, Estate Planning, Mutual Funds, IRA's, Bonds, ETFs, Stocks, Financial Planning, Retirement Planning, Investments, Roth IRA, 401k, Wealth, Insurance, Portfolio Management, Securities, Retirement, Wealth Management, Funding, Annuities, Tax, Financial Advisory, Asset Management, Licensing, Series 7, Investment Advisory, Financial Analysis, Retirement Income..., Asset Allocation, Employee Benefits, Options, Wealth Accumulation, Strategic Financial...
Education
University of Maryland
BS, Finance
Financial Advantage Associates, Inc February 2012 - Present
Financial Advantage Associates, Inc January 2005 - Present
Financial Advantage Associates, Inc March 2010 - January 2012
American Express Financial Advisors June 2004 - December 2004
Skills
Long Term Care, Disability Insurance, Estate Planning, Mutual Funds, IRA's, Bonds, ETFs, Stocks, Financial Planning, Retirement Planning, Investments, Roth IRA, 401k, Wealth, Insurance, Portfolio Management, Securities, Retirement, Wealth Management, Funding, Annuities, Tax, Financial Advisory, Asset Management, Licensing, Series 7, Investment Advisory, Financial Analysis, Retirement Income..., Asset Allocation, Employee Benefits, Options, Wealth Accumulation, Strategic Financial...
Education
University of Maryland
BS, Finance
Michael Vega Michael Vega's American Express Financial Advisors Experience September 1999 - October 2001
Job First Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Brian Forrest Brian Forrest's American Express Financial Advisors Experience 1998 - 2005
Job Forrest Media, Inc.
Industry Media Production
Experience
committee films July 2014 - Present
Forrest Media, Inc. 2003 - Present
Ameriprise Financial 2002 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Video Production, Video, Video Editing, Producing, Film Production, Film, Documentaries, Editing, Broadcast, New Media, Final Cut Pro, Post Production, Commercials, Television, Videography, Short Films, Directing, Entertainment, Final Cut Studio, Music Videos, Multimedia, Content Strategy, Media Production, HD Video, Camera, Broadcast Television, Feature Films, Web Video, Digital Media, Avid Media Composer, Screenwriting, Storytelling, Creative Direction, Reality, Digital Video
Education
University of Iowa 1994 — 1998
BA, Communications, Media Studies
committee films July 2014 - Present
Forrest Media, Inc. 2003 - Present
Ameriprise Financial 2002 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Video Production, Video, Video Editing, Producing, Film Production, Film, Documentaries, Editing, Broadcast, New Media, Final Cut Pro, Post Production, Commercials, Television, Videography, Short Films, Directing, Entertainment, Final Cut Studio, Music Videos, Multimedia, Content Strategy, Media Production, HD Video, Camera, Broadcast Television, Feature Films, Web Video, Digital Media, Avid Media Composer, Screenwriting, Storytelling, Creative Direction, Reality, Digital Video
Education
University of Iowa 1994 — 1998
BA, Communications, Media Studies
Chris Burgei's American Express Financial Advisors Experience January 2003 - October 2005
Job
Industry Information Technology and Services
Experience
PC Help Services, Inc April 2012 - Present
Independent Consultant July 2005 - Present
Dental Technology Integrators, Inc January 2011 - April 2012
High Road Holdings LLC October 2008 - May 2010
Inertia Land Services October 2006 - March 2010
American Express Financial Advisors January 2003 - October 2005
American Express Financial Advisors November 2000 - December 2002
American Express Financial Advisors September 1998 - November 2000
American General Financial Group-Headquarters September 1996 - September 1998
Skills
Financial Planning, Accounting, Due Diligence, Financial Management, Strategic Planning, Business Planning, Financial Analysis, Budgeting, Customer Relations, Business Strategy, New Business Development, Coaching, Compliance, Problem Solving, Negotiation, Team Building, Analysis, Investments, Asset Management, Budgets, Strategic Financial..., Asset Managment, Networking, Project Management, Customer Service, Management, Project Planning, Small Business, Marketing, Start-ups, Sales, Human Resources, Entrepreneurship, Strategy, Management Consulting, Team Leadership, Business Development, Time Management, Finance, Sales Management, Consulting, Leadership, Contract Negotiation, Marketing Strategy, Public Speaking, Healthcare, Insurance, Sales Operations, Planning
Education
University of Evansville 1995 — 1999
BS Business Administration
Vincennes Lincoln 1991 — 1995
PC Help Services, Inc April 2012 - Present
Independent Consultant July 2005 - Present
Dental Technology Integrators, Inc January 2011 - April 2012
High Road Holdings LLC October 2008 - May 2010
Inertia Land Services October 2006 - March 2010
American Express Financial Advisors January 2003 - October 2005
American Express Financial Advisors November 2000 - December 2002
American Express Financial Advisors September 1998 - November 2000
American General Financial Group-Headquarters September 1996 - September 1998
Skills
Financial Planning, Accounting, Due Diligence, Financial Management, Strategic Planning, Business Planning, Financial Analysis, Budgeting, Customer Relations, Business Strategy, New Business Development, Coaching, Compliance, Problem Solving, Negotiation, Team Building, Analysis, Investments, Asset Management, Budgets, Strategic Financial..., Asset Managment, Networking, Project Management, Customer Service, Management, Project Planning, Small Business, Marketing, Start-ups, Sales, Human Resources, Entrepreneurship, Strategy, Management Consulting, Team Leadership, Business Development, Time Management, Finance, Sales Management, Consulting, Leadership, Contract Negotiation, Marketing Strategy, Public Speaking, Healthcare, Insurance, Sales Operations, Planning
Education
University of Evansville 1995 — 1999
BS Business Administration
Vincennes Lincoln 1991 — 1995
Brooke McCauley Brooke McCauley's American Express Financial Advisors Experience 2001 - 2007
Job President at WEEC LLC
Industry Real Estate
Experience
WEEC LLC March 2006 - Present
Brooke McCauley Real Estate 1977 - 2014
Brooke McCauley Real Estate 1977 - 2014
G&G Investment 1990 - 2013
Point Pleasant Resort 1991 - 2012
Ameriprise Financial Services, Inc. 2005 - 2007
American Express Financial Advisors 2001 - 2007
Peoples Computer February 1982 - May 1989
Skills
Investments, Small Business, Retirement, Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, 401k, Strategic Financial..., Financial Advisory, Fixed Annuities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
M.B.A., Business
University of Delaware 1975 — 1977
M.S., Human Resources
University of Delaware 1970 — 1975
B.A., Mathematics
WEEC LLC March 2006 - Present
Brooke McCauley Real Estate 1977 - 2014
Brooke McCauley Real Estate 1977 - 2014
G&G Investment 1990 - 2013
Point Pleasant Resort 1991 - 2012
Ameriprise Financial Services, Inc. 2005 - 2007
American Express Financial Advisors 2001 - 2007
Peoples Computer February 1982 - May 1989
Skills
Investments, Small Business, Retirement, Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, 401k, Strategic Financial..., Financial Advisory, Fixed Annuities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
M.B.A., Business
University of Delaware 1975 — 1977
M.S., Human Resources
University of Delaware 1970 — 1975
B.A., Mathematics
Michael Williams Michael Williams's American Express Financial Advisors Experience July 2004 - February 2005
Job Relationship Banker at Community Trust Bank
Industry Banking
Experience
Community Trust Bank June 2014 - Present
Cadence Bank, N.A. August 2012 - June 2014
Wells Fargo September 2010 - April 2011
Whitney National Bank August 2008 - September 2010
JPMorgan Chase February 2005 - April 2008
American Express Financial Advisors July 2004 - February 2005
Skills
Investments, Banking, Loans, Deposits, Investment Advisory, Options, Fixed Annuities, CRM, Cross Selling, Credit Analysis, Investment Management, Financial Analysis, Private Wealth..., Investment Selection, Private Banking, Banking Relationships, Bank Relationship..., Stocks, Mutual Funds, Bonds, Annuities, Loan Structuring, Loan Origination, Investment Products, Relationship Development, Account Management, Client Relationship..., Client Acquisition, Banking Operations, Sales Process, Money Management, Managed Money, Strategic Financial..., International Investment, Financial Markets, Commercial Banking
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Community Trust Bank June 2014 - Present
Cadence Bank, N.A. August 2012 - June 2014
Wells Fargo September 2010 - April 2011
Whitney National Bank August 2008 - September 2010
JPMorgan Chase February 2005 - April 2008
American Express Financial Advisors July 2004 - February 2005
Skills
Investments, Banking, Loans, Deposits, Investment Advisory, Options, Fixed Annuities, CRM, Cross Selling, Credit Analysis, Investment Management, Financial Analysis, Private Wealth..., Investment Selection, Private Banking, Banking Relationships, Bank Relationship..., Stocks, Mutual Funds, Bonds, Annuities, Loan Structuring, Loan Origination, Investment Products, Relationship Development, Account Management, Client Relationship..., Client Acquisition, Banking Operations, Sales Process, Money Management, Managed Money, Strategic Financial..., International Investment, Financial Markets, Commercial Banking
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Don Adrian Ventura Don Adrian Ventura's American Express Financial Advisors Experience June 2003 - April 2004
Job Investment Advisor Representative/Senior District Manager at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management July 2004 - Present
American Express Financial Advisors June 2003 - April 2004
Skills
Life & Health Insurance..., Series 7, Retirement Planning, Financial Advisory, 401k, Fixed Annuities, Mutual Funds, Asset Allocation, IRAs, Health Insurance, Retirement Savings, Wealth, Finance, Wealth Management
Education
The University of Connecticut 1997 — 2002
Bachelor of Arts (BA), Biological and Biomedical Sciences
Independent Capital Management July 2004 - Present
American Express Financial Advisors June 2003 - April 2004
Skills
Life & Health Insurance..., Series 7, Retirement Planning, Financial Advisory, 401k, Fixed Annuities, Mutual Funds, Asset Allocation, IRAs, Health Insurance, Retirement Savings, Wealth, Finance, Wealth Management
Education
The University of Connecticut 1997 — 2002
Bachelor of Arts (BA), Biological and Biomedical Sciences
Donna Opitz Donna Opitz's American Express Financial Advisors Experience January 1990 - August 1992
Job Realtor at Pacific Properties
Industry Real Estate
Experience
Pacific Properties August 2011 - Present
Morgan Stanley Smith Barney September 1992 - September 2010
American Express Financial Advisors January 1990 - August 1992
Skills
Real Estate, Investments, Asset Management, Real Estate Transactions, Investment Properties, Property Management
Education
University of California, Santa Barbara 1968 — 1971
Environmental Studies
Pacific Properties August 2011 - Present
Morgan Stanley Smith Barney September 1992 - September 2010
American Express Financial Advisors January 1990 - August 1992
Skills
Real Estate, Investments, Asset Management, Real Estate Transactions, Investment Properties, Property Management
Education
University of California, Santa Barbara 1968 — 1971
Environmental Studies
Michael McConachie, CFP®, CRPC® Michael McConachie, CFP®, CRPC®'s American Express Financial Advisors Experience July 2003 - February 2005
Job Investment Specialist and Financial Services Representative at MetLife Premier Client Group of the Upper Midwest
Industry Financial Services
Experience
MetLife Premier Client Group of the Upper Midwest, a Metlife Company January 2011 - Present
RiverSource Investments a subsidairy of Ameriprise Financial December 2006 - January 2011
Ameriprise Retirement Services February 2005 - December 2006
American Express Financial Advisors July 2003 - February 2005
Edina Eye Physicians and Surgeons June 2002 - September 2002
Education
University of Denver 1999 — 2003
BSBA, Finance
University of Denver - Daniels College of Business 1999 — 2003
BSBA, Finance and Economics
MetLife Premier Client Group of the Upper Midwest, a Metlife Company January 2011 - Present
RiverSource Investments a subsidairy of Ameriprise Financial December 2006 - January 2011
Ameriprise Retirement Services February 2005 - December 2006
American Express Financial Advisors July 2003 - February 2005
Edina Eye Physicians and Surgeons June 2002 - September 2002
Education
University of Denver 1999 — 2003
BSBA, Finance
University of Denver - Daniels College of Business 1999 — 2003
BSBA, Finance and Economics
Erich Castillo's American Express Financial Advisors Experience August 1997 - April 2004
Job Owner, President at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management April 2004 - Present
American Express Financial Advisors August 1997 - April 2004
University of Kentucky January 1991 - May 1997
Education
University of Kentucky 1991 — 1997
BA, Education
University of Kentucky 1991 — 1997
BBA, Finance
Cornerstone Wealth Management April 2004 - Present
American Express Financial Advisors August 1997 - April 2004
University of Kentucky January 1991 - May 1997
Education
University of Kentucky 1991 — 1997
BA, Education
University of Kentucky 1991 — 1997
BBA, Finance
Phil Paolucci Phil Paolucci's American Express Financial Advisors Experience 1997 - 1998
Job Applied Technology Specialist at 3M
Industry Information Technology and Services
Experience
3M May 2003 - Present
3M 2003 - 2008
Computer Horizons April 1997 - May 2003
American Express Financial Advisors 1997 - 1998
Manitoba Health July 1984 - April 1997
Manitoba eHealth - Winnipeg Regional Health Authority 1983 - 1997
Skills
Network Communications, Databases, Software Documentation, Cross-functional Team..., Project Management, Program Management, Business Analysis, Testing, New Business Development, Leadership, Training, Integration, Product Development, Requirements Analysis, Management, Business Process..., Troubleshooting, Product Management, Operations Management, Software Project..., Process Improvement, Project Planning, Business Process
Education
University of Manitoba 1978 — 1984
B.Sc, Computer Science
St Pauls High School 1974 — 1978
3M May 2003 - Present
3M 2003 - 2008
Computer Horizons April 1997 - May 2003
American Express Financial Advisors 1997 - 1998
Manitoba Health July 1984 - April 1997
Manitoba eHealth - Winnipeg Regional Health Authority 1983 - 1997
Skills
Network Communications, Databases, Software Documentation, Cross-functional Team..., Project Management, Program Management, Business Analysis, Testing, New Business Development, Leadership, Training, Integration, Product Development, Requirements Analysis, Management, Business Process..., Troubleshooting, Product Management, Operations Management, Software Project..., Process Improvement, Project Planning, Business Process
Education
University of Manitoba 1978 — 1984
B.Sc, Computer Science
St Pauls High School 1974 — 1978
Martin Schneider Martin Schneider's American Express Financial Advisors Experience 2001 - 2004
Job Business & Sales Performance Consultant
Industry Management Consulting
Experience
Exec Consulting Group January 2011 - Present
iSqFt August 2007 - January 2011
Schaeffer's Investment Research, Inc. February 2004 - April 2006
American Express Financial Advisors 2001 - 2004
Fidelity Investments and Western Southern Financial Group 1987 - 2001
Skills
Sales Management, Strategic Planning, Analysis, E-commerce, Call Center, Planning, Start-ups, Product Development, Vendor Relations, Retail, Negotiation, Change Management, Microsoft Office, Investments, Public Speaking, Online Marketing, Writing, Options, Small Business, Promotions, Email Marketing, Strategy Development, Customer Relations, Financial Markets, Newsletters, Budgeting, Consultative Selling, Pricing, New Business Development, Coaching, Team Building, Account Management, Customer Service, Forecasting, Marketing Strategy, Process Improvement, Selling, Call Centers, Management, Training, CRM, Leadership, Business Development, Lead Generation, Sales Process, Sales, Cold Calling, Financial Services, Hiring, Team Leadership
Education
University of Cincinnati 1981 — 1987
BA, Economics
Exec Consulting Group January 2011 - Present
iSqFt August 2007 - January 2011
Schaeffer's Investment Research, Inc. February 2004 - April 2006
American Express Financial Advisors 2001 - 2004
Fidelity Investments and Western Southern Financial Group 1987 - 2001
Skills
Sales Management, Strategic Planning, Analysis, E-commerce, Call Center, Planning, Start-ups, Product Development, Vendor Relations, Retail, Negotiation, Change Management, Microsoft Office, Investments, Public Speaking, Online Marketing, Writing, Options, Small Business, Promotions, Email Marketing, Strategy Development, Customer Relations, Financial Markets, Newsletters, Budgeting, Consultative Selling, Pricing, New Business Development, Coaching, Team Building, Account Management, Customer Service, Forecasting, Marketing Strategy, Process Improvement, Selling, Call Centers, Management, Training, CRM, Leadership, Business Development, Lead Generation, Sales Process, Sales, Cold Calling, Financial Services, Hiring, Team Leadership
Education
University of Cincinnati 1981 — 1987
BA, Economics
Carrie Johnson Carrie Johnson's American Express Financial Advisors Experience 1998 - 2004
Job ResultsFocused, Strategic Organization Effectiveness Leader & HR Business Partner. MAHRIR, SPHR
Industry Human Resources
Experience
U.S. Bank November 2013 - April 2015
True North Groups Institute and Independent Consulting 2010 - 2013
American Express 1999 - 2009
American Express 2004 - 2006
American Express Financial Advisors 1998 - 2004
American Express Financial Advisors July 1998 - October 1998
Small Businesses 1990 - 1997
Skills
Organizational..., HR Business Partner, Employee Engagement, Leadership, HR Strategy, Employee Surveys, Talent Management, Change Management, Employee Experience, Project Management, HR Metrics, Leadership Development, Employment Branding, Employee Value..., Organization Assessment, Performance Management, Human Resources, Career Counseling, Personnel Management, Organizational Design, Training, Strategy, Organizational..., Onboarding, MBTI, Management
Education
University of Minnesota - Carlson School of Management
MA--HRIR, human resources, human resources development
Prosci Change Management
Change Management Certification (ADKAR)
U.S. Bank November 2013 - April 2015
True North Groups Institute and Independent Consulting 2010 - 2013
American Express 1999 - 2009
American Express 2004 - 2006
American Express Financial Advisors 1998 - 2004
American Express Financial Advisors July 1998 - October 1998
Small Businesses 1990 - 1997
Skills
Organizational..., HR Business Partner, Employee Engagement, Leadership, HR Strategy, Employee Surveys, Talent Management, Change Management, Employee Experience, Project Management, HR Metrics, Leadership Development, Employment Branding, Employee Value..., Organization Assessment, Performance Management, Human Resources, Career Counseling, Personnel Management, Organizational Design, Training, Strategy, Organizational..., Onboarding, MBTI, Management
Education
University of Minnesota - Carlson School of Management
MA--HRIR, human resources, human resources development
Prosci Change Management
Change Management Certification (ADKAR)
Lori Garrison Lori Garrison's American Express Financial Advisors Experience December 2001 - April 2002
Job Interior Decorator
Industry Design
Experience
EFLAIR HOME LLC dba European Flair Interiors January 2003 - Present
C3b LLC February 2010 - December 2013
Eflair Home LLC January 2009 - December 2013
American Express Financial Advisors December 2001 - April 2002
ADP September 1999 - October 2001
System Innovators, Inc. November 1997 - May 1999
Executrain of Florida November 1996 - November 1997
Mystic Granite and Marble June 1996 - November 1996
Park Maitland School August 1995 - June 1996
Broward Elementary School September 1994 - June 1995
Skills
Elementary Education, Certified Early..., Montessori, Microsoft Certified..., MCSE, Series 7, Series 66, Florida Insurance...
Education
University of North Florida
Masters, Special Education
University of Florida 1990 — 1994
BA, Education
EFLAIR HOME LLC dba European Flair Interiors January 2003 - Present
C3b LLC February 2010 - December 2013
Eflair Home LLC January 2009 - December 2013
American Express Financial Advisors December 2001 - April 2002
ADP September 1999 - October 2001
System Innovators, Inc. November 1997 - May 1999
Executrain of Florida November 1996 - November 1997
Mystic Granite and Marble June 1996 - November 1996
Park Maitland School August 1995 - June 1996
Broward Elementary School September 1994 - June 1995
Skills
Elementary Education, Certified Early..., Montessori, Microsoft Certified..., MCSE, Series 7, Series 66, Florida Insurance...
Education
University of North Florida
Masters, Special Education
University of Florida 1990 — 1994
BA, Education
James Dostie James Dostie's American Express Financial Advisors Experience November 1996 - May 1997
Job Sports Photographer
Industry Public Relations and Communications
Experience
Palm Photographic LLC January 2008 - Present
Life & Health Agent January 2008 - November 2011
Independent Aquatics Center Construction Consultant January 2010 - September 2011
Fifth Third Bank August 2006 - January 2008
AmSouth Bank December 2005 - August 2006
JPMorgan Chase March 2000 - October 2005
West Michigan Community Bank November 1998 - March 2000
Central Park Reformed Church March 1995 - March 1999
Old Kent Bank June 1997 - November 1998
American Express Financial Advisors November 1996 - May 1997
Skills
Photography
Education
University of Michigan 1982 — 1989
AB, Political Science
Palm Photographic LLC January 2008 - Present
Life & Health Agent January 2008 - November 2011
Independent Aquatics Center Construction Consultant January 2010 - September 2011
Fifth Third Bank August 2006 - January 2008
AmSouth Bank December 2005 - August 2006
JPMorgan Chase March 2000 - October 2005
West Michigan Community Bank November 1998 - March 2000
Central Park Reformed Church March 1995 - March 1999
Old Kent Bank June 1997 - November 1998
American Express Financial Advisors November 1996 - May 1997
Skills
Photography
Education
University of Michigan 1982 — 1989
AB, Political Science
John D. Pitz CFP, ChFC, CLU John D. Pitz CFP, ChFC, CLU's American Express Financial Advisors Experience 1995 - 1997
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., Pitz & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2003 - Present
Hantz Financial 1998 - 2003
American Express Financial Advisors 1995 - 1997
American Express Financial Advisors 1992 - 1995
Education
University of Michigan 1988 — 1992
B.A., Economics and Political Science
Ameriprise Financial Services, Inc. August 2003 - Present
Hantz Financial 1998 - 2003
American Express Financial Advisors 1995 - 1997
American Express Financial Advisors 1992 - 1995
Education
University of Michigan 1988 — 1992
B.A., Economics and Political Science
Peter Pesa Peter Pesa's American Express Financial Advisors Experience July 2001 - November 2002
Job Cost Accountant at AVX
Industry Accounting
Experience
AVX January 2014 - Present
Independent Management Accountant November 2009 - January 2014
MaineToday Media March 2013 - August 2013
National Distributors, Inc. August 2011 - October 2012
Owens Corning May 2005 - November 2009
Robert Half Finance & Accounting January 2003 - April 2005
American Express Financial Advisors July 2001 - November 2002
Skills
Finance, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, Management, Auditing, Forecasting, Cost Accounting, Internal Controls, Cost Management, Accounts Payable, Internal Audit, Accounting, Sarbanes-Oxley Act, Accounts Receivable, Financial Statements, Strategic Planning, SAP
Education
University of Massachusetts Boston 1997 — 1999
BA, English
University of Massachusetts Boston 1997 — 1999
AVX January 2014 - Present
Independent Management Accountant November 2009 - January 2014
MaineToday Media March 2013 - August 2013
National Distributors, Inc. August 2011 - October 2012
Owens Corning May 2005 - November 2009
Robert Half Finance & Accounting January 2003 - April 2005
American Express Financial Advisors July 2001 - November 2002
Skills
Finance, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, Management, Auditing, Forecasting, Cost Accounting, Internal Controls, Cost Management, Accounts Payable, Internal Audit, Accounting, Sarbanes-Oxley Act, Accounts Receivable, Financial Statements, Strategic Planning, SAP
Education
University of Massachusetts Boston 1997 — 1999
BA, English
University of Massachusetts Boston 1997 — 1999
Jamie Goldman Jamie Goldman's American Express Financial Advisors Experience 2004 - 2005
Job Senior Executive Recruiter / Account Executive
Industry Staffing and Recruiting
Experience
Lexington Staffing July 2012 - Present
IBM November 2010 - July 2012
Lexington Staffing June 2007 - November 2010
Corporate Search America June 2005 - June 2007
American Express Financial Advisors 2004 - 2005
Skills
Account Management, Applicant Tracking..., Benefits Negotiation, Business Development, CRM, Cold Calling, Collaboration, Finance, Executive Search, Enterprise Software, Employee Benefits, Direct Sales, Contract Recruitment, Consulting, College Recruiting, Hiring, Human Resources, Industrial Sector, Internet Recruiting, Interviews, Vendor Management, Temporary Placement, Talent Management, Talent Acquisition, Strategy, Sourcing, Solution Selling, Selling, Screening Resumes, Screening, Sales Process, SaaS, Sales, Onboarding, New Business Development, Professional Services, Marketing, Leadership, Lead Generation
Education
University of Central Florida - College of Business Administration 2004 — 2007
MBA, Business
University of Central Florida - College of Business Administration 2002 — 2004
BSBA, Marketing
Lexington Staffing July 2012 - Present
IBM November 2010 - July 2012
Lexington Staffing June 2007 - November 2010
Corporate Search America June 2005 - June 2007
American Express Financial Advisors 2004 - 2005
Skills
Account Management, Applicant Tracking..., Benefits Negotiation, Business Development, CRM, Cold Calling, Collaboration, Finance, Executive Search, Enterprise Software, Employee Benefits, Direct Sales, Contract Recruitment, Consulting, College Recruiting, Hiring, Human Resources, Industrial Sector, Internet Recruiting, Interviews, Vendor Management, Temporary Placement, Talent Management, Talent Acquisition, Strategy, Sourcing, Solution Selling, Selling, Screening Resumes, Screening, Sales Process, SaaS, Sales, Onboarding, New Business Development, Professional Services, Marketing, Leadership, Lead Generation
Education
University of Central Florida - College of Business Administration 2004 — 2007
MBA, Business
University of Central Florida - College of Business Administration 2002 — 2004
BSBA, Marketing
Christopher Hensley Christopher Hensley's American Express Financial Advisors Experience April 2000 - January 2001
Job President of the Houston Midtown Chapter Of SOFA
Industry Financial Services
Experience
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
Chris Colgan Chris Colgan's American Express Financial Advisors Experience January 1998 - December 2002
Job Director, Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments March 2005 - January 2009
eBay international 2003 - 2005
American Express Financial Advisors January 1998 - December 2002
Skills
Call Centers, Series 7, Financial Services, Outsourcing, Process Improvement, Management, Series 63, Call Center, Customer Experience, Securities, Project Management, CRM, Leadership, E-commerce, Cross-functional Team..., Operational Risk..., Change Management, Operations Management, Retail Sales
Education
University of Saint Thomas 1995 — 1998
MBA, Financial Services Management
University of Colorado Boulder 1982 — 1987
BA, Economics and Business Spanish
Fidelity Investments 2009 - Present
Fidelity Investments March 2005 - January 2009
eBay international 2003 - 2005
American Express Financial Advisors January 1998 - December 2002
Skills
Call Centers, Series 7, Financial Services, Outsourcing, Process Improvement, Management, Series 63, Call Center, Customer Experience, Securities, Project Management, CRM, Leadership, E-commerce, Cross-functional Team..., Operational Risk..., Change Management, Operations Management, Retail Sales
Education
University of Saint Thomas 1995 — 1998
MBA, Financial Services Management
University of Colorado Boulder 1982 — 1987
BA, Economics and Business Spanish
Eric Langer, M.B.A. Eric Langer, M.B.A.'s American Express Financial Advisors Experience 1996 - 1999
Job Contact Center Workforce Management at Best Buy
Industry Financial Services
Experience
Best Buy August 2014 - Present
Best Buy November 2011 - August 2014
OutsourceOne November 2010 - November 2011
OptumHealth September 2010 - November 2010
Wells Fargo Health Benefit Services 2006 - May 2009
Wells Fargo Health Benefits Services 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo 1999 - 2002
American Express Financial Advisors 1996 - 1999
Starpak, Inc. 1996 - 1996
Skills
Leadership, Project Management, Negotiation, Workforce Management, Call Center, Vendor Management, Strategic Planning, Cross-functional Team..., Process Improvement, Customer Service, Customer Experience, Team Building, Employee Benefits, Customer Satisfaction, Insurance, Operations Management, Coaching, Change Management, Relationship Management, Strategy, Outsourcing, Training, Call Centers, Management, Sales Operations, Forecasting, Recruiting
Education
University of Colorado Boulder 1988 — 1989
MBA, Marketing
University of Wisconsin-Madison - School of Business 1981 — 1986
BBA, Marketing and Management
Best Buy August 2014 - Present
Best Buy November 2011 - August 2014
OutsourceOne November 2010 - November 2011
OptumHealth September 2010 - November 2010
Wells Fargo Health Benefit Services 2006 - May 2009
Wells Fargo Health Benefits Services 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo 1999 - 2002
American Express Financial Advisors 1996 - 1999
Starpak, Inc. 1996 - 1996
Skills
Leadership, Project Management, Negotiation, Workforce Management, Call Center, Vendor Management, Strategic Planning, Cross-functional Team..., Process Improvement, Customer Service, Customer Experience, Team Building, Employee Benefits, Customer Satisfaction, Insurance, Operations Management, Coaching, Change Management, Relationship Management, Strategy, Outsourcing, Training, Call Centers, Management, Sales Operations, Forecasting, Recruiting
Education
University of Colorado Boulder 1988 — 1989
MBA, Marketing
University of Wisconsin-Madison - School of Business 1981 — 1986
BBA, Marketing and Management
Bobby Livera Bobby Livera's American Express Financial Advisors Experience February 1996 - February 1997
Job Senior Sales Consultant at David Weekley Homes
Industry Real Estate
Experience
David Weekley Homes April 2009 - Present
David Weekley Homes November 2007 - July 2009
David Weekley Homes April 2005 - October 2007
David Weekley Homes June 2000 - April 2005
Outback Steakhouse International March 1997 - February 2000
American Express Financial Advisors February 1996 - February 1997
Skills
Sales, Negotiation, Budgets, Strategic Planning, Project Management, Email Marketing, Selling Skills, Real Estate, Selling, Contract Negotiation, Residential Homes, Construction, Real Estate Development, Contract Management, Construction Management, New Home Sales, Team Building, Customer Service, Investment Properties, Marketing, Training, Sales Management, Leadership, Management, Sellers, Real Estate Transactions, Competitive Analysis, Business Planning, Market Research
Education
University of Florida - Warrington College Of Business 1993 — 1995
BS, Finance
David Weekley Homes April 2009 - Present
David Weekley Homes November 2007 - July 2009
David Weekley Homes April 2005 - October 2007
David Weekley Homes June 2000 - April 2005
Outback Steakhouse International March 1997 - February 2000
American Express Financial Advisors February 1996 - February 1997
Skills
Sales, Negotiation, Budgets, Strategic Planning, Project Management, Email Marketing, Selling Skills, Real Estate, Selling, Contract Negotiation, Residential Homes, Construction, Real Estate Development, Contract Management, Construction Management, New Home Sales, Team Building, Customer Service, Investment Properties, Marketing, Training, Sales Management, Leadership, Management, Sellers, Real Estate Transactions, Competitive Analysis, Business Planning, Market Research
Education
University of Florida - Warrington College Of Business 1993 — 1995
BS, Finance
Bob Gustafson Bob Gustafson's American Express Financial Advisors Experience 1993 - 1994
Job Registered Investment Advisor, CFP, Founding Member at First Beacon Business Advisory Group
Industry Financial Services
Experience
RKG Financial 1995 - Present
First Beacon Business Advisory Group March 2012 - Present
American Express Financial Advisors 1993 - 1994
J. W. Gant Investment Bankers 1991 - 1992
Skills
Strategic Financial..., Long Term Care Insurance, Retirement Planning, Investments, Estate Planning, Investment Management, Strategy, Portfolio Management, Wealth, Wealth Management, Finance, Financial Services, Small Business, Retirement, 401k, Disability Insurance, Financial Advisory, Asset Management, Insurance, Investment Advisory, Securities, Employee Benefits, Financial Planners, Mutual Funds, Life Insurance, Analysis, Tax, Loans, Long-term Care, Fixed Annuities
Education
University of Massachusetts, Amherst 1985 — 1989
RKG Financial 1995 - Present
First Beacon Business Advisory Group March 2012 - Present
American Express Financial Advisors 1993 - 1994
J. W. Gant Investment Bankers 1991 - 1992
Skills
Strategic Financial..., Long Term Care Insurance, Retirement Planning, Investments, Estate Planning, Investment Management, Strategy, Portfolio Management, Wealth, Wealth Management, Finance, Financial Services, Small Business, Retirement, 401k, Disability Insurance, Financial Advisory, Asset Management, Insurance, Investment Advisory, Securities, Employee Benefits, Financial Planners, Mutual Funds, Life Insurance, Analysis, Tax, Loans, Long-term Care, Fixed Annuities
Education
University of Massachusetts, Amherst 1985 — 1989
Patrick Shope, CWS® Patrick Shope, CWS®'s American Express Financial Advisors Experience June 1995 - December 1997
Job Your retirement made simple.
Industry Financial Services
Experience
SHOPE & ASSOCIATES, LLC September 2013 - Present
SHOPE & ASSOCIATES, LLC September 2013 - Present
Sigma Planning Corporation September 2013 - Present
Shope & Company, Inc. January 2006 - November 2008
Sigma Planning Corporation January 2006 - October 2008
Sigma Financial Corporation January 2006 - October 2008
Hantz Financial Services, Inc. December 1997 - January 2006
Lennington & Associates, PLLC January 1999 - December 1999
American Express Financial Advisors June 1995 - December 1997
Skills
Holistic Financial..., Retirement Planning, Retirement Income..., Social Security..., Tax Planning, Estate Planning, Wealth Management..., Retirement Plan..., Qualified Retirement..., Deferred Compensation, Executive Benefit..., Education & Training, Public Speaking, Wealth Management, Retirement, Investments, Financial Advisory, Portfolio Management
Education
University of Michigan-Dearborn 1993 — 1996
Bachelor of Arts (B.A.), Economics
Portage Northern High School
SHOPE & ASSOCIATES, LLC September 2013 - Present
SHOPE & ASSOCIATES, LLC September 2013 - Present
Sigma Planning Corporation September 2013 - Present
Shope & Company, Inc. January 2006 - November 2008
Sigma Planning Corporation January 2006 - October 2008
Sigma Financial Corporation January 2006 - October 2008
Hantz Financial Services, Inc. December 1997 - January 2006
Lennington & Associates, PLLC January 1999 - December 1999
American Express Financial Advisors June 1995 - December 1997
Skills
Holistic Financial..., Retirement Planning, Retirement Income..., Social Security..., Tax Planning, Estate Planning, Wealth Management..., Retirement Plan..., Qualified Retirement..., Deferred Compensation, Executive Benefit..., Education & Training, Public Speaking, Wealth Management, Retirement, Investments, Financial Advisory, Portfolio Management
Education
University of Michigan-Dearborn 1993 — 1996
Bachelor of Arts (B.A.), Economics
Portage Northern High School
August Ahuna Jr's American Express Financial Advisors Experience 2004 - 2006
Job Financial Aid Analyst
Industry Management Consulting
Experience
A&M Consulting 2013 - Present
Kamehameha Schools February 2015 - Present
First Hawaiian Bank 2011 - 2013
HI Dermagraphics LLC 2004 - 2011
Northwest Steel Erection December 2005 - April 2007
American Express Financial Advisors 2004 - 2006
Bank of Hawaii May 2003 - July 2004
Skills
Economics, Labor Economics, Compliance, Compensation & Benefit, Human Resources, Data Analysis, Business Analysis, Political Science, Operations Management, Banking, Human Capital, Leadership, Strategic Planning, Risk Management, Management, Sales, Budgets, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2011
Economics, Unfinished Master's Degree
University of Hawaii-West Oahu 2004 — 2009
Bachelor of Arts (B.A.), Social Sciences with a concentration in Economics
University of Hawaii at Manoa 2001 — 2006
Bachelor of Arts (B.A.), Political Science
A&M Consulting 2013 - Present
Kamehameha Schools February 2015 - Present
First Hawaiian Bank 2011 - 2013
HI Dermagraphics LLC 2004 - 2011
Northwest Steel Erection December 2005 - April 2007
American Express Financial Advisors 2004 - 2006
Bank of Hawaii May 2003 - July 2004
Skills
Economics, Labor Economics, Compliance, Compensation & Benefit, Human Resources, Data Analysis, Business Analysis, Political Science, Operations Management, Banking, Human Capital, Leadership, Strategic Planning, Risk Management, Management, Sales, Budgets, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2011
Economics, Unfinished Master's Degree
University of Hawaii-West Oahu 2004 — 2009
Bachelor of Arts (B.A.), Social Sciences with a concentration in Economics
University of Hawaii at Manoa 2001 — 2006
Bachelor of Arts (B.A.), Political Science
Phil Fusilier Phil Fusilier's American Express Financial Advisors Experience September 1992 - August 1995
Job Financial Consultant at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2010 - Present
Cetera Advisor Networks LLC January 1998 - January 2010
American Express Financial Advisors September 1992 - August 1995
Columbia Helicopters November 1988 - June 1991
Ervin's TV Service April 1979 - October 1988
Education
College of Financial Planning 1998 — 2000
Financial Planning
University of Houston 1973 — 1976
Bachelors, Psychology
Cetera Advisor Networks LLC January 2010 - Present
Cetera Advisor Networks LLC January 1998 - January 2010
American Express Financial Advisors September 1992 - August 1995
Columbia Helicopters November 1988 - June 1991
Ervin's TV Service April 1979 - October 1988
Education
College of Financial Planning 1998 — 2000
Financial Planning
University of Houston 1973 — 1976
Bachelors, Psychology
Matthew R McCarthy's American Express Financial Advisors Experience April 1998 - October 2000
Job Manager of National Accounts at VideoLink.us
Industry Telecommunications
Experience
VideoLink, Inc. October 2011 - Present
Self-employed Kinder Properties December 2006 - September 2011
VideoLink, Inc. September 2002 - October 2006
American Express Financial Advisors April 1998 - October 2000
Skills
Video Conferencing, Long Distance, Telecommunications, Solution Selling, Managed Services, PRI, Unified Communications, Channel, Telecom Expense..., Sales, Direct Sales, Sales Process, Sales Presentations, Problem Solving, Project Planning, Project Management, Property Management, Project Coordination, Software Project..., Social Networking, Marketing Strategy, Product Marketing, Marketing Communications, Account Management, Strategic Financial..., Telepresence, Selling, Business Development, Channel Sales, Pre-sales, Telephony, Wireless, IP, Product Management, AV, Audio Conferencing, Negotiation, VoIP, SIP, MPLS, Voice
Education
University of Denver 2008 — 2011
Graduate CIS
University of Missouri-Saint Louis 1992 — 1996
Bachelor's Degree, Finance and Marketing
University of Missouri-Columbia 1989 — 1991
General Studies
Kaiserslautern American High School, Germany 1987 — 1989
High School
Ladue Horton Watkins HS 1985 — 1987
High School
VideoLink, Inc. October 2011 - Present
Self-employed Kinder Properties December 2006 - September 2011
VideoLink, Inc. September 2002 - October 2006
American Express Financial Advisors April 1998 - October 2000
Skills
Video Conferencing, Long Distance, Telecommunications, Solution Selling, Managed Services, PRI, Unified Communications, Channel, Telecom Expense..., Sales, Direct Sales, Sales Process, Sales Presentations, Problem Solving, Project Planning, Project Management, Property Management, Project Coordination, Software Project..., Social Networking, Marketing Strategy, Product Marketing, Marketing Communications, Account Management, Strategic Financial..., Telepresence, Selling, Business Development, Channel Sales, Pre-sales, Telephony, Wireless, IP, Product Management, AV, Audio Conferencing, Negotiation, VoIP, SIP, MPLS, Voice
Education
University of Denver 2008 — 2011
Graduate CIS
University of Missouri-Saint Louis 1992 — 1996
Bachelor's Degree, Finance and Marketing
University of Missouri-Columbia 1989 — 1991
General Studies
Kaiserslautern American High School, Germany 1987 — 1989
High School
Ladue Horton Watkins HS 1985 — 1987
High School
Dragan Bogatic, CFP® Dragan Bogatic, CFP®'s American Express Financial Advisors Experience June 2001 - December 2002
Job Business Consultant
Industry Human Resources
Experience
UniqueHR July 2012 - Present
First Community Credit Union February 2010 - July 2012
Capital One May 2006 - July 2009
Brighton Presidio Capital Mgmt. January 2005 - March 2006
Sterling Bank December 2002 - January 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Loans, Credit Unions, Cross Selling, Credit, Credit Analysis, Banking, Consumer Lending, Financial Services, Human Resources, Investments, Asset Allocation, Retirement Planning, Insurance, Workers Compensation, Employee Benefits, Small Business Lending, Risk Management, Wealth Management, Finance, Financial Advisory, Business Development, Retirement, Payroll, Analysis, Estate Planning, Financial Risk, Sales, Investment Strategies, Financial Planners, Investment Management, 401k, Relationship Management, Strategic Financial..., Series 7, Mutual Funds, Life Insurance, Securities, Small Business, Fixed Annuities, Portfolio Management, Disability Insurance, Health Insurance, Financial Planning
Education
BK University - College of Business Administration 1993 — 1997
Bachelor of Business Administration (BBA)
University of Houston 2001 — 2002
Professional Certificate
CFP Board of Standards
UniqueHR July 2012 - Present
First Community Credit Union February 2010 - July 2012
Capital One May 2006 - July 2009
Brighton Presidio Capital Mgmt. January 2005 - March 2006
Sterling Bank December 2002 - January 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Loans, Credit Unions, Cross Selling, Credit, Credit Analysis, Banking, Consumer Lending, Financial Services, Human Resources, Investments, Asset Allocation, Retirement Planning, Insurance, Workers Compensation, Employee Benefits, Small Business Lending, Risk Management, Wealth Management, Finance, Financial Advisory, Business Development, Retirement, Payroll, Analysis, Estate Planning, Financial Risk, Sales, Investment Strategies, Financial Planners, Investment Management, 401k, Relationship Management, Strategic Financial..., Series 7, Mutual Funds, Life Insurance, Securities, Small Business, Fixed Annuities, Portfolio Management, Disability Insurance, Health Insurance, Financial Planning
Education
BK University - College of Business Administration 1993 — 1997
Bachelor of Business Administration (BBA)
University of Houston 2001 — 2002
Professional Certificate
CFP Board of Standards
Andrea Crawford's American Express Financial Advisors Experience July 1998 - May 2004
Job HR Program Manager at eBay Enterprise
Industry Human Resources
Experience
eBay Enterprise September 2014 - Present
eBay Enterprise September 2011 - September 2014
Crawford Daily Events January 2002 - 2012
Misty Valley Wedding Chapel January 2002 - 2012
Connextions September 2009 - April 2010
GSI Commerce 2007 - 2010
GSI Commerce 2007 - 2010
Walters, Walters, Redmon & Associates May 2005 - May 2007
The Thyssenkrupp Budd Company May 2004 - May 2005
American Express Financial Advisors July 1998 - May 2004
Skills
Budgets, Event Planning, Management, Talent Management, Recruiting, Call Centers, Interviews, Customer Service, Coaching, Change Management, Project Planning, Human Resources, Employee Relations, Leadership, Temporary Placement, Hiring, Training, Talent Acquisition, Time Management, Team Building, Applicant Tracking..., Public Speaking, Project Management, Performance Management, Vendor Management, Social Media, Microsoft Office, Leadership Development, Marketing, Process Improvement, Onboarding, Program Management, Strategy, Cross-functional Team..., Social Media Marketing, Event Management, Marketing Strategy, Operations Management, Social Networking, Personnel Management, New Hire Orientations, Strategic Planning, Employee Training, Employee Engagement, Team Leadership
Education
University of Louisville
University of Louisville - Communications
eBay Enterprise September 2014 - Present
eBay Enterprise September 2011 - September 2014
Crawford Daily Events January 2002 - 2012
Misty Valley Wedding Chapel January 2002 - 2012
Connextions September 2009 - April 2010
GSI Commerce 2007 - 2010
GSI Commerce 2007 - 2010
Walters, Walters, Redmon & Associates May 2005 - May 2007
The Thyssenkrupp Budd Company May 2004 - May 2005
American Express Financial Advisors July 1998 - May 2004
Skills
Budgets, Event Planning, Management, Talent Management, Recruiting, Call Centers, Interviews, Customer Service, Coaching, Change Management, Project Planning, Human Resources, Employee Relations, Leadership, Temporary Placement, Hiring, Training, Talent Acquisition, Time Management, Team Building, Applicant Tracking..., Public Speaking, Project Management, Performance Management, Vendor Management, Social Media, Microsoft Office, Leadership Development, Marketing, Process Improvement, Onboarding, Program Management, Strategy, Cross-functional Team..., Social Media Marketing, Event Management, Marketing Strategy, Operations Management, Social Networking, Personnel Management, New Hire Orientations, Strategic Planning, Employee Training, Employee Engagement, Team Leadership
Education
University of Louisville
University of Louisville - Communications
Richard Seemungal Richard Seemungal's American Express Financial Advisors Experience June 2000 - June 2001
Job Finance Professional / MBA
Industry Investment Management
Experience
NYS Department of Financial Services - Real Estate Finance Divison May 2006 - Present
RNS Investment Associates June 2001 - May 2006
American Express Financial Advisors June 2000 - June 2001
American Express Financial Advisors May 1999 - May 2000
Skills
Financial Analysis, Valuation, Strategic Negotiations, Deal Execution, Real Estate Development, Financial Modeling, Investment Banking, Private Equity, Asset Managment, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Asset Allocation, Mutual Funds, Government, Financial Regulation, Commercial Banking, Risk Management, Credit Analysis, Mortgage Banking, Legal Compliance, Securities, Fixed Income, Equities, Asset Management, Financial Planning, Finance, Investments, Wealth Management, Strategy, Banking
Education
University of Miami - School of Business 2011 — 2011
Master of Business Administration (MBA), Management
Hofstra University - Zarb School of Business
Bachelor of Business Administration (B.B.A.), Banking & Finance
NYS Department of Financial Services - Real Estate Finance Divison May 2006 - Present
RNS Investment Associates June 2001 - May 2006
American Express Financial Advisors June 2000 - June 2001
American Express Financial Advisors May 1999 - May 2000
Skills
Financial Analysis, Valuation, Strategic Negotiations, Deal Execution, Real Estate Development, Financial Modeling, Investment Banking, Private Equity, Asset Managment, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Estate Planning, Asset Allocation, Mutual Funds, Government, Financial Regulation, Commercial Banking, Risk Management, Credit Analysis, Mortgage Banking, Legal Compliance, Securities, Fixed Income, Equities, Asset Management, Financial Planning, Finance, Investments, Wealth Management, Strategy, Banking
Education
University of Miami - School of Business 2011 — 2011
Master of Business Administration (MBA), Management
Hofstra University - Zarb School of Business
Bachelor of Business Administration (B.B.A.), Banking & Finance
Marc Cianciolo Marc Cianciolo's American Express Financial Advisors Experience 1994 - 1999
Job Manager, Cloud Services Business Operations and Compliance at Hyland, creator of OnBase
Industry Information Technology and Services
Experience
Hyland, creator of OnBase December 2014 - Present
Hyland, creator of OnBase February 2011 - December 2014
Hyland Software June 2007 - February 2011
Hyland Software January 2006 - June 2007
Sky Trust 2004 - 2005
LakeWest Group 2000 - 2004
LakeWest Group September 1999 - 2000
American Express Financial Advisors 1994 - 1999
Skills
SaaS, Competitive Analysis, Enterprise Content..., Customer Relations, Personal Finance, Business Development, Project Management, Relationship Management, Customer Service, New Business Development, Cloud Computing, Strategy, Management Consulting, Account Management, Leadership, Strategic Planning, Direct Sales, Lead Generation, Solution Selling, Enterprise Software, Management, Sales, Business Process, Consulting, Selling, Recruiting, Marketing, Salesforce.com, Integration, CRM, Professional Services, Sales Process, Strategic Partnerships, Business Analysis, Software Industry, Product Management, Business Alliances, Partner Management, B2B, Business Process..., Business Strategy, Strategic Alliances, Business Process Design, Business Planning, Finance, Channel Partners, Document Management, Partner Development, Go-to-market Strategy, Executive Management
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Finance, Marketing
University of Dayton 1989 — 1993
BSBA, Finance, Economics
Mayfield High School
Hyland, creator of OnBase December 2014 - Present
Hyland, creator of OnBase February 2011 - December 2014
Hyland Software June 2007 - February 2011
Hyland Software January 2006 - June 2007
Sky Trust 2004 - 2005
LakeWest Group 2000 - 2004
LakeWest Group September 1999 - 2000
American Express Financial Advisors 1994 - 1999
Skills
SaaS, Competitive Analysis, Enterprise Content..., Customer Relations, Personal Finance, Business Development, Project Management, Relationship Management, Customer Service, New Business Development, Cloud Computing, Strategy, Management Consulting, Account Management, Leadership, Strategic Planning, Direct Sales, Lead Generation, Solution Selling, Enterprise Software, Management, Sales, Business Process, Consulting, Selling, Recruiting, Marketing, Salesforce.com, Integration, CRM, Professional Services, Sales Process, Strategic Partnerships, Business Analysis, Software Industry, Product Management, Business Alliances, Partner Management, B2B, Business Process..., Business Strategy, Strategic Alliances, Business Process Design, Business Planning, Finance, Channel Partners, Document Management, Partner Development, Go-to-market Strategy, Executive Management
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Finance, Marketing
University of Dayton 1989 — 1993
BSBA, Finance, Economics
Mayfield High School
Brandon Ritter, CIMA®'s American Express Financial Advisors Experience June 2002 - September 2004
Job Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management September 2004 - July 2011
American Express Financial Advisors June 2002 - September 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, CIMA, Modern Portfolio Theory, Capital Markets, Financial Markets
Education
University of Dayton 1998 — 2002
B.A, Political Science
J.P. Morgan Asset Management July 2011 - Present
J.P. Morgan Asset Management September 2004 - July 2011
American Express Financial Advisors June 2002 - September 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, CIMA, Modern Portfolio Theory, Capital Markets, Financial Markets
Education
University of Dayton 1998 — 2002
B.A, Political Science
Becky Kozlik Becky Kozlik's American Express Financial Advisors Experience January 2000 - June 2002
Job Specialty Sales Consultant Novartis
Industry Pharmaceuticals
Experience
Novartis August 2006 - Present
Doner September 2004 - August 2006
Little Caesars November 2002 - September 2004
American Express Financial Advisors January 2000 - June 2002
Education
University of Michigan 1998 — 2002
Bachelor of Literature, Science and the Arts, Liberal Arts and Sciences, General Studies and Humanities
Novartis August 2006 - Present
Doner September 2004 - August 2006
Little Caesars November 2002 - September 2004
American Express Financial Advisors January 2000 - June 2002
Education
University of Michigan 1998 — 2002
Bachelor of Literature, Science and the Arts, Liberal Arts and Sciences, General Studies and Humanities
Fernando Larrea, MSF's American Express Financial Advisors Experience January 2000 - July 2001
Job Financial Examiner
Industry Financial Services
Experience
Office of Financial Regulations November 2014 - Present
Digital Risk April 2013 - June 2014
Sprint Nextel July 2010 - March 2013
Integrity Home Loan of Central FL, Inc. February 2009 - July 2010
Flagstar Bank July 2007 - February 2009
Aegis Mortgage April 2002 - June 2007
Westgate Resorts July 2001 - April 2002
American Express Financial Advisors January 2000 - July 2001
Skills
Spanish, Microsoft Office, Strategic Financial..., Investment Banking, Solution Selling, Unified Communications, Managed Services, Telecommunications, M2M, Wireless, Direct Sales, Co-location, MPLS, Account Management, Channel, VoIP, Salesforce.com, Sales Process, CPE, Loans, Mortgage Lending, Management, Sales Operations, Training, Underwriting, Forecasting, Credit, Residential Mortgages, Mortgage Banking, P, Team Building, Loan Origination, Refinance, Team Leadership, Strategy, Negotiation, Analysis, Sales Management, Financial Planning
Education
Webster University 2011 — 2014
Master's Degree, Finance
University of Central Florida 1993 — 1999
Bachelor of Business Administration (B.B.A.), Economics
Office of Financial Regulations November 2014 - Present
Digital Risk April 2013 - June 2014
Sprint Nextel July 2010 - March 2013
Integrity Home Loan of Central FL, Inc. February 2009 - July 2010
Flagstar Bank July 2007 - February 2009
Aegis Mortgage April 2002 - June 2007
Westgate Resorts July 2001 - April 2002
American Express Financial Advisors January 2000 - July 2001
Skills
Spanish, Microsoft Office, Strategic Financial..., Investment Banking, Solution Selling, Unified Communications, Managed Services, Telecommunications, M2M, Wireless, Direct Sales, Co-location, MPLS, Account Management, Channel, VoIP, Salesforce.com, Sales Process, CPE, Loans, Mortgage Lending, Management, Sales Operations, Training, Underwriting, Forecasting, Credit, Residential Mortgages, Mortgage Banking, P, Team Building, Loan Origination, Refinance, Team Leadership, Strategy, Negotiation, Analysis, Sales Management, Financial Planning
Education
Webster University 2011 — 2014
Master's Degree, Finance
University of Central Florida 1993 — 1999
Bachelor of Business Administration (B.B.A.), Economics
Shana Zaniewski, Licensed Real Estate Agent Shana Zaniewski, Licensed Real Estate Agent's American Express Financial Advisors Experience 1999 - 2002
Job Sales Associate
Industry Real Estate
Experience
Balistreri Realty June 2015 - Present
Continental Properties inc 2013 - 2014
Florida Golf Central December 2011 - August 2013
Altman Management November 2009 - November 2011
Altman Management March 2008 - October 2009
Main Street Management (Legacy Aquisitions) March 2003 - May 2006
American Express Financial Advisors 1999 - 2002
Skills
Property Management, Accounting, Account Reconciliation, Yardi Property..., Esite, AMSI, Management, Asset Managment, Financial Reporting, QuickBooks, Microsoft Office, Financial Analysis, Leases, Due Diligence, Finance, Bookkeeping, Rentals, Residential Homes, Apartments, Real Estate
Education
University of Florida 1994 — 1998
Bachelor's degree, Finance
John I. Leonard HS 1990 — 1994
HS Diploma
Balistreri Realty June 2015 - Present
Continental Properties inc 2013 - 2014
Florida Golf Central December 2011 - August 2013
Altman Management November 2009 - November 2011
Altman Management March 2008 - October 2009
Main Street Management (Legacy Aquisitions) March 2003 - May 2006
American Express Financial Advisors 1999 - 2002
Skills
Property Management, Accounting, Account Reconciliation, Yardi Property..., Esite, AMSI, Management, Asset Managment, Financial Reporting, QuickBooks, Microsoft Office, Financial Analysis, Leases, Due Diligence, Finance, Bookkeeping, Rentals, Residential Homes, Apartments, Real Estate
Education
University of Florida 1994 — 1998
Bachelor's degree, Finance
John I. Leonard HS 1990 — 1994
HS Diploma
Rich Whalen Rich Whalen's American Express Financial Advisors Experience July 2003 - October 2004
Job Sr. Business Development Specialist at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2010 - Present
ING May 2007 - April 2010
ING November 2004 - May 2007
American Express Financial Advisors July 2003 - October 2004
Skills
Project Management, Project Rollouts, Vendor Management, Vendor Relationships, CRM, Subject Matter Experts, Customer Service, Training, Broker-Dealer, Business Analysis, Salesforce.com System..., Asset Allocation, Life Insurance, Financial Advisory, Securities, Personal Financial..., Microsoft Office, Saleslogix, Series 7, Series 66, Marketing, Requirements Analysis, Financial Services, Management
Education
The University of Connecticut 1999 — 2003
BA
Voya Financial April 2010 - Present
ING May 2007 - April 2010
ING November 2004 - May 2007
American Express Financial Advisors July 2003 - October 2004
Skills
Project Management, Project Rollouts, Vendor Management, Vendor Relationships, CRM, Subject Matter Experts, Customer Service, Training, Broker-Dealer, Business Analysis, Salesforce.com System..., Asset Allocation, Life Insurance, Financial Advisory, Securities, Personal Financial..., Microsoft Office, Saleslogix, Series 7, Series 66, Marketing, Requirements Analysis, Financial Services, Management
Education
The University of Connecticut 1999 — 2003
BA
Jill Gunnell Mathews's American Express Financial Advisors Experience September 1997 - January 2001
Job State Farm Agent
Industry Insurance
Experience
State Farm Agent February 2004 - Present
State Farm Insurance January 2001 - January 2004
American Express Financial Advisors September 1997 - January 2001
Skills
Homeowners, Renters, Umbrella Insurance, Term Life Insurance, Marine Insurance, Whole Life, Universal Life, Commercial Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Health Insurance, Motorcycle, Long-term Care, General Insurance, Long Term Care Insurance, Fixed Annuities
Education
University of Southern Mississippi 1976 — 1981
Bachelor of Arts (B.A.), Education
University of Louisiana at Lafayette 1979 — 1980
Bachelor of Science (B.S.), Education
State Farm Agent February 2004 - Present
State Farm Insurance January 2001 - January 2004
American Express Financial Advisors September 1997 - January 2001
Skills
Homeowners, Renters, Umbrella Insurance, Term Life Insurance, Marine Insurance, Whole Life, Universal Life, Commercial Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Health Insurance, Motorcycle, Long-term Care, General Insurance, Long Term Care Insurance, Fixed Annuities
Education
University of Southern Mississippi 1976 — 1981
Bachelor of Arts (B.A.), Education
University of Louisiana at Lafayette 1979 — 1980
Bachelor of Science (B.S.), Education
Sandra de Paiva-Anderson's American Express Financial Advisors Experience 1996 - 1998
Job Broker/COO at CENTURY 21 Almar & Associates
Industry Real Estate
Experience
CENTURY 21 Almar & Associates September 1998 - Present
American Express Financial Advisors 1996 - 1998
Education
University of Central Florida 1992 — 1995
Bachelor of Science, Business Administration
CENTURY 21 Almar & Associates September 1998 - Present
American Express Financial Advisors 1996 - 1998
Education
University of Central Florida 1992 — 1995
Bachelor of Science, Business Administration
Paula Dezzutti Hewlette Paula Dezzutti Hewlette's American Express Financial Advisors Experience November 1987 - April 2001
Job Founder/CEO at Local Choice Inc
Industry Wine and Spirits
Experience
Local Choice Inc December 2010 - Present
Terressentia Corporation January 2009 - Present
The Coaching Advantage 1987 - Present
American Express Financial Advisors November 1987 - April 2001
Skills
Wine Tasting, Social Media Marketing, Executive Management, Sales Management, Beer, Strategic Planning, Entrepreneurship, Wine, Start-ups, Marketing Strategy, Marketing, Social Networking, Brand Development, E-commerce, Strategy, Business Strategy, Capital, New Business Development, Business Modeling, Small Business, Business Development, Team Building, Strategic Partnerships, Public Speaking, Venture Capital, Business Coaching, Advertising, Online Marketing, Microsoft Excel, Event Management, Social Media, Public Relations, Sales, Marketing Communications, Negotiation, Event Planning, Management, Customer Service, Leadership, Business Planning, Hospitality, Nonprofits, Investments
Education
University of Connecticut 1981 — 1985
BA, MATH
Notre Dame 1977 — 1981
General Studies Math Concentration, General Studies
Local Choice Inc December 2010 - Present
Terressentia Corporation January 2009 - Present
The Coaching Advantage 1987 - Present
American Express Financial Advisors November 1987 - April 2001
Skills
Wine Tasting, Social Media Marketing, Executive Management, Sales Management, Beer, Strategic Planning, Entrepreneurship, Wine, Start-ups, Marketing Strategy, Marketing, Social Networking, Brand Development, E-commerce, Strategy, Business Strategy, Capital, New Business Development, Business Modeling, Small Business, Business Development, Team Building, Strategic Partnerships, Public Speaking, Venture Capital, Business Coaching, Advertising, Online Marketing, Microsoft Excel, Event Management, Social Media, Public Relations, Sales, Marketing Communications, Negotiation, Event Planning, Management, Customer Service, Leadership, Business Planning, Hospitality, Nonprofits, Investments
Education
University of Connecticut 1981 — 1985
BA, MATH
Notre Dame 1977 — 1981
General Studies Math Concentration, General Studies
Smith. Trey Smith. Trey's American Express Financial Advisors Experience January 1998 - January 2000
Job Certified Financial Planner
Industry Financial Services
Experience
The Smith Group August 2005 - Present
The Smith Group August 2005 - Present
Smith and Beasley Group January 2000 - August 2005
American Express Financial Advisors January 1998 - January 2000
Skills
Financial Planning, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Management, Financial Services, Finance, Portfolio Management, Securities, Mutual Funds, Series 63, Retirement, Financial Advisory, Asset Allocation, Estate Planning, Wealth Management..., Series 7, Financial Analysis, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1993
Econ, Economics
The Smith Group August 2005 - Present
The Smith Group August 2005 - Present
Smith and Beasley Group January 2000 - August 2005
American Express Financial Advisors January 1998 - January 2000
Skills
Financial Planning, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Management, Financial Services, Finance, Portfolio Management, Securities, Mutual Funds, Series 63, Retirement, Financial Advisory, Asset Allocation, Estate Planning, Wealth Management..., Series 7, Financial Analysis, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1993
Econ, Economics
Paul Sponseller, CFP® Paul Sponseller, CFP®'s American Express Financial Advisors Experience March 1994 - May 1997
Job Certified Financial Planner
Industry Financial Services
Experience
Raymond James & Associates November 2009 - Present
Encore Trust September 2002 - October 2009
Raymond James & Associates May 1997 - September 2002
American Express Financial Advisors March 1994 - May 1997
WKYC-TV Cleveland Ohio NBC Affiliate September 1992 - March 1994
Skills
Financial Planning, Retirement, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Series 7, Financial Advisory, Securities, Financial Planners, Investments, Wealth
Education
University of Cincinnati 1983 — 1987
BA, Marketing
Raymond James & Associates November 2009 - Present
Encore Trust September 2002 - October 2009
Raymond James & Associates May 1997 - September 2002
American Express Financial Advisors March 1994 - May 1997
WKYC-TV Cleveland Ohio NBC Affiliate September 1992 - March 1994
Skills
Financial Planning, Retirement, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Series 7, Financial Advisory, Securities, Financial Planners, Investments, Wealth
Education
University of Cincinnati 1983 — 1987
BA, Marketing
Jason Kain's American Express Financial Advisors Experience June 2002 - December 2007
Job Director, Operations at Catapult Technology
Industry Information Technology and Services
Experience
Catapult Technology August 2012 - Present
Catapult Technology October 2011 - Present
Catapult Technology January 2009 - October 2011
DYNETECH CORPORATION 2005 - 2008
American Express Financial Advisors June 2002 - December 2007
Skills
Government Contracting, Program Management, Proposal Writing, Project Management, Process Improvement, Sales, Strategic Planning, Risk Management, Financial Analysis, Account Management, Strategic Financial..., Wealth Management, Valuation, Finance, Analysis, Budgets, Leadership, Business Development, Management Consulting, Forecasting
Education
University of Central Florida 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Catapult Technology August 2012 - Present
Catapult Technology October 2011 - Present
Catapult Technology January 2009 - October 2011
DYNETECH CORPORATION 2005 - 2008
American Express Financial Advisors June 2002 - December 2007
Skills
Government Contracting, Program Management, Proposal Writing, Project Management, Process Improvement, Sales, Strategic Planning, Risk Management, Financial Analysis, Account Management, Strategic Financial..., Wealth Management, Valuation, Finance, Analysis, Budgets, Leadership, Business Development, Management Consulting, Forecasting
Education
University of Central Florida 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Jean Machart's American Express Financial Advisors Experience 2001 - 2002
Job Vice President Client Experience at Ameriprise | Innovative Strategist| Executive who Grows Businesses
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial January 2009 - March 2013
Ameriprise Financial January 2006 - January 2009
American Express Financial Services May 2004 - December 2005
American Express 2003 - April 2004
American Express Financial Advisors 2001 - 2002
American Express Financial Advisors January 1999 - July 2001
American Express Financial Advisors June 1997 - December 1998
American Express Financial Advisors November 1995 - May 1997
American Express Financial Advisors June 1995 - October 1995
Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA, Information Technology and Operations
University of Wisconsin-Madison 1990 — 1995
BBA, Mathematics
University of Wisconsin-Madison - School of Business 1990 — 1995
BBA, Finance, Graduated with distinction
Marshfield Senior High School 1987 — 1990
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial January 2009 - March 2013
Ameriprise Financial January 2006 - January 2009
American Express Financial Services May 2004 - December 2005
American Express 2003 - April 2004
American Express Financial Advisors 2001 - 2002
American Express Financial Advisors January 1999 - July 2001
American Express Financial Advisors June 1997 - December 1998
American Express Financial Advisors November 1995 - May 1997
American Express Financial Advisors June 1995 - October 1995
Skills
Product Management, Product Development, Relationship Management, Negotiation, Interpersonal Skill, Integrity, Program Management, Collaboration, Business Strategy, Analytics, Cross-functional Team..., Strategy, Business Transformation, Social Media Marketing, Banking, Team Building, Client Experience, Product Strategy, Driving innovation and..., Sound Decision Making, Investment Advisory, Electronic Payments, Wealth Management, Financial Services, Customer Experience, Strategic Planning, Management, Analysis, Mergers & Acquisitions, P&L Management, Investments, Finance, Marketing Strategy, Change Management, Marketing, Portfolio Management, Segmentation, Integrated Marketing, Risk Management, Sales, Vendor Management
Education
University of Minnesota - Carlson School of Management 1996 — 1999
MBA, Information Technology and Operations
University of Wisconsin-Madison 1990 — 1995
BBA, Mathematics
University of Wisconsin-Madison - School of Business 1990 — 1995
BBA, Finance, Graduated with distinction
Marshfield Senior High School 1987 — 1990
Cary Altschuler Cary Altschuler's American Express Financial Advisors Experience October 1999 - January 2001
Job Mathematics Teacher at West Broward High School
Industry Primary/Secondary Education
Experience
West Broward High School October 2013 - Present
STATS LLC August 2005 - May 2014
Plantation High School March 2013 - June 2013
Lauderdale Infiniti September 2011 - December 2011
PR Newswire December 2006 - July 2009
Opinionation January 2003 - June 2004
Cunningham Field Services October 2001 - October 2002
Primerica March 2000 - June 2001
American Express Financial Advisors October 1999 - January 2001
Skills
Mathematics Education, Statistics, Sales, Market Research, CRM, Project Management, Account Management, Analysis, Public Speaking, Customer Service, Marketing Research, B2B, Time Management, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Research
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance and Marketing
West Virginia University 1992 — 1996
BSBAd, Finance
West Broward High School October 2013 - Present
STATS LLC August 2005 - May 2014
Plantation High School March 2013 - June 2013
Lauderdale Infiniti September 2011 - December 2011
PR Newswire December 2006 - July 2009
Opinionation January 2003 - June 2004
Cunningham Field Services October 2001 - October 2002
Primerica March 2000 - June 2001
American Express Financial Advisors October 1999 - January 2001
Skills
Mathematics Education, Statistics, Sales, Market Research, CRM, Project Management, Account Management, Analysis, Public Speaking, Customer Service, Marketing Research, B2B, Time Management, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Research
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance and Marketing
West Virginia University 1992 — 1996
BSBAd, Finance
Anne Emrick's American Express Financial Advisors Experience March 2001 - January 2002
Job Associate Director, Commercial Operations at Millennium Pharmaceuticals
Industry Pharmaceuticals
Experience
Millennium Pharmaceuticals June 2013 - Present
Millennium Pharmaceuticals June 2011 - June 2013
Millennium Pharmaceuticals June 2010 - June 2011
Millennium Pharmaceuticals September 2008 - June 2010
Millennium Pharmaceuticals September 2007 - September 2008
Deloitte Financial Advisory Services June 2006 - May 2007
UnitedHealthcare August 2004 - December 2004
UnitedHealthcare January 2002 - August 2004
American Express Financial Advisors March 2001 - January 2002
American Express Financial Advisors August 2000 - March 2001
Skills
Government Pricing, Department Budgeting, Forecasting, NPV Analysis, Valuation, Pharmaceutical..., Cross-functional Team..., Gross Profit Analysis, Distribution Strategies, Pharmaceutical Industry, Management, NPV, Finance, Vendor Management, Managed Care
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master of Business Administration (MBA)
University of Iowa 1996 — 2000
Bachelor of Arts (BA), French
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Davenport Central High School
Millennium Pharmaceuticals June 2013 - Present
Millennium Pharmaceuticals June 2011 - June 2013
Millennium Pharmaceuticals June 2010 - June 2011
Millennium Pharmaceuticals September 2008 - June 2010
Millennium Pharmaceuticals September 2007 - September 2008
Deloitte Financial Advisory Services June 2006 - May 2007
UnitedHealthcare August 2004 - December 2004
UnitedHealthcare January 2002 - August 2004
American Express Financial Advisors March 2001 - January 2002
American Express Financial Advisors August 2000 - March 2001
Skills
Government Pricing, Department Budgeting, Forecasting, NPV Analysis, Valuation, Pharmaceutical..., Cross-functional Team..., Gross Profit Analysis, Distribution Strategies, Pharmaceutical Industry, Management, NPV, Finance, Vendor Management, Managed Care
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master of Business Administration (MBA)
University of Iowa 1996 — 2000
Bachelor of Arts (BA), French
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Davenport Central High School
Eric Hasbargen Eric Hasbargen's American Express Financial Advisors Experience April 2005 - November 2005
Job Web Content & SEO Specialist at National Jewish Health
Industry Internet
Experience
National Jewish Health February 2015 - Present
Intuit / EIG - Homestead Websites February 2009 - December 2014
Hyatt Regency Denver at Colorado Convention Center November 2005 - September 2008
American Express Financial Advisors April 2005 - November 2005
Skills
Social Media Marketing, SEO, Web Analytics, SEM, Web Design, User Experience, Google Analytics, Email Marketing, Online Marketing, Brand Development, WordPress, Marketing Strategy, Digital Marketing, Marketing Communications, Graphic Design, Creative Direction
Education
University of Denver - Daniels College of Business 2000 — 2005
Bachelor's Degree, Business Administration / Hospitality Management
National Jewish Health February 2015 - Present
Intuit / EIG - Homestead Websites February 2009 - December 2014
Hyatt Regency Denver at Colorado Convention Center November 2005 - September 2008
American Express Financial Advisors April 2005 - November 2005
Skills
Social Media Marketing, SEO, Web Analytics, SEM, Web Design, User Experience, Google Analytics, Email Marketing, Online Marketing, Brand Development, WordPress, Marketing Strategy, Digital Marketing, Marketing Communications, Graphic Design, Creative Direction
Education
University of Denver - Daniels College of Business 2000 — 2005
Bachelor's Degree, Business Administration / Hospitality Management
Matthew Riggle Matthew Riggle's American Express Financial Advisors Experience January 2005 - August 2005
Job Senior Analyst at Asset Preservation Advisors
Industry Financial Services
Experience
Asset Preservation Advisors April 2007 - Present
Georgia Institute of Technology 2012 - 2012
SunTrust Bank August 2005 - March 2006
American Express Financial Advisors January 2005 - August 2005
Skills
Leadership, Finance, Financial Services, Six Sigma, Loans, Investments, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Asset Management, Fixed Income, Portfolio Management, Bonds, Business Analysis, Credit, Microsoft Excel, Project Management
Education
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2013
MBA, Finance, General
University of Florida 2000 — 2004
BS, Economics
Asset Preservation Advisors April 2007 - Present
Georgia Institute of Technology 2012 - 2012
SunTrust Bank August 2005 - March 2006
American Express Financial Advisors January 2005 - August 2005
Skills
Leadership, Finance, Financial Services, Six Sigma, Loans, Investments, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Asset Management, Fixed Income, Portfolio Management, Bonds, Business Analysis, Credit, Microsoft Excel, Project Management
Education
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2013
MBA, Finance, General
University of Florida 2000 — 2004
BS, Economics
Matthew Martins Matthew Martins's American Express Financial Advisors Experience Certified Financial AdvisorAmerican Express Financial AdvisorsFebruary 1998 - Present
Job Certified Financial Advisor at American Express Financial Advisors
Industry Financial Services
Experience
American Express Financial Advisors Certified Financial AdvisorAmerican Express Financial AdvisorsFebruary 1998 - Present
Education
University of California, San Diego
BS, Accounting
American Express Financial Advisors Certified Financial AdvisorAmerican Express Financial AdvisorsFebruary 1998 - Present
Education
University of California, San Diego
BS, Accounting
David M Kroner, CFP®'s American Express Financial Advisors Experience August 1999 - April 2000
Job Senior Team Manager, Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
Charles Schwab April 2000 - Present
American Express Financial Advisors August 1999 - April 2000
Skills
Series 7, Certified Financial..., Wealth Management, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Investments, Mutual Funds, Securities, Options Strategies, Coaching, Sales Management
Education
University of Evansville 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Marketing
Charles Schwab April 2000 - Present
American Express Financial Advisors August 1999 - April 2000
Skills
Series 7, Certified Financial..., Wealth Management, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Investments, Mutual Funds, Securities, Options Strategies, Coaching, Sales Management
Education
University of Evansville 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Marketing
Wendy Quarve, M.Mus.'s American Express Financial Advisors Experience August 1996 - January 1998
Job Office Support at Ripley Doorn &
Industry Performing Arts
Experience
Robert Half May 2015 - August 2015
Challenger School August 2014 - May 2015
Walter Knox Memorial Hospital August 2013 - May 2014
St. Paul's Catholic School August 2008 - July 2013
St. Paul's Catholic Church August 2012 - April 2013
Allegany College of Maryland, Cumberland Maryland August 1998 - February 2002
American Express Financial Advisors August 1996 - January 1998
University of Idaho August 1993 - May 1996
Education
University of Idaho 1992 — 1996
Master of Music, Piano Performance
Northwest Nazarene College 1989 — 1992
Bachelor of Arts, Music
Wenatchee Valley College 1987 — 1989
Associate of Arts and Sciences, Music
Robert Half May 2015 - August 2015
Challenger School August 2014 - May 2015
Walter Knox Memorial Hospital August 2013 - May 2014
St. Paul's Catholic School August 2008 - July 2013
St. Paul's Catholic Church August 2012 - April 2013
Allegany College of Maryland, Cumberland Maryland August 1998 - February 2002
American Express Financial Advisors August 1996 - January 1998
University of Idaho August 1993 - May 1996
Education
University of Idaho 1992 — 1996
Master of Music, Piano Performance
Northwest Nazarene College 1989 — 1992
Bachelor of Arts, Music
Wenatchee Valley College 1987 — 1989
Associate of Arts and Sciences, Music
Harlan Kappel's American Express Financial Advisors Experience March 1997 - February 2006
Job Owner at East Gate BBQ LLC
Industry Restaurants
Experience
East Gate BBQ LLC July 2010 - Present
Kappel Business Partners, LLC January 2009 - July 2010
Wilshire Capital Group, Inc. June 2007 - May 2009
vFinance 2008 - 2009
Barron Moore Holdings Inc September 2006 - May 2007
American Express Financial Advisors March 1997 - February 2006
Kappel Business Partners LLC 2005 - 2006
Skills
Investments, Strategy, Start-ups, Private Equity, Financial Advisory, Business Planning, Finance, Financial Services, Leadership, Management, Strategic Financial..., Portfolio Management, Mergers
Education
University of Louisiana at Lafayette 1990 — 1995
BS Science, Geology, Math, Science
East Gate BBQ LLC July 2010 - Present
Kappel Business Partners, LLC January 2009 - July 2010
Wilshire Capital Group, Inc. June 2007 - May 2009
vFinance 2008 - 2009
Barron Moore Holdings Inc September 2006 - May 2007
American Express Financial Advisors March 1997 - February 2006
Kappel Business Partners LLC 2005 - 2006
Skills
Investments, Strategy, Start-ups, Private Equity, Financial Advisory, Business Planning, Finance, Financial Services, Leadership, Management, Strategic Financial..., Portfolio Management, Mergers
Education
University of Louisiana at Lafayette 1990 — 1995
BS Science, Geology, Math, Science
Allison Ratwik's American Express Financial Advisors Experience 2002 - 2006
Job
Industry Financial Services
Experience
Thrivent Federal Credit Union July 2014 - Present
Thrivent Financial January 2011 - July 2014
Thrivent Financial February 2009 - July 2014
Thrivent Financial 2007 - 2011
Thrivent Financial 2007 - February 2009
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2002 - 2006
Carlson School of Management 2002 - 2004
Digitas 2001 - 2003
IMG 1999 - 2001
Skills
Lead Generation, Marketing, Leadership, Competitive Analysis, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Online Marketing, Recruiting, Financial Services, Direct Marketing, Consumer Behaviour, People Development, Qualifying Prospects, Vendor Management, Mergers & Acquisitions, Web Marketing, Sponsorship, Program Development, Marketing Communications, Loyalty Programs, Business Strategy, New Business Development, Sports Marketing, Event Planning, Special Events, Public Speaking, Digital Strategy, Digital Marketing, Team Leadership
Education
Carlson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1997 — 1998
BS
Thrivent Federal Credit Union July 2014 - Present
Thrivent Financial January 2011 - July 2014
Thrivent Financial February 2009 - July 2014
Thrivent Financial 2007 - 2011
Thrivent Financial 2007 - February 2009
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2002 - 2006
Carlson School of Management 2002 - 2004
Digitas 2001 - 2003
IMG 1999 - 2001
Skills
Lead Generation, Marketing, Leadership, Competitive Analysis, Strategy, Marketing Strategy, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Online Marketing, Recruiting, Financial Services, Direct Marketing, Consumer Behaviour, People Development, Qualifying Prospects, Vendor Management, Mergers & Acquisitions, Web Marketing, Sponsorship, Program Development, Marketing Communications, Loyalty Programs, Business Strategy, New Business Development, Sports Marketing, Event Planning, Special Events, Public Speaking, Digital Strategy, Digital Marketing, Team Leadership
Education
Carlson School of Management 2002 — 2004
MBA
University of Massachusetts, Amherst 1997 — 1998
BS
Liz Legacy's American Express Financial Advisors Experience 2001 - 2002
Job
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network February 2013 - October 2013
Commonwealth Financial Network September 2011 - February 2013
LPL July 2007 - December 2010
LPL Financial 2006 - 2007
Ameriprise Financial 2002 - 2006
American Express Financial Advisors 2001 - 2002
Education
University of Redlands 2004 — 2006
M.B.A, Finance
University of California, Santa Cruz 1999 — 2000
B.A., Business Management Economics
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network February 2013 - October 2013
Commonwealth Financial Network September 2011 - February 2013
LPL July 2007 - December 2010
LPL Financial 2006 - 2007
Ameriprise Financial 2002 - 2006
American Express Financial Advisors 2001 - 2002
Education
University of Redlands 2004 — 2006
M.B.A, Finance
University of California, Santa Cruz 1999 — 2000
B.A., Business Management Economics
Stephen Randall's American Express Financial Advisors Experience January 2002 - August 2005
Job Program Manager at Deluxe Corporation
Industry Computer Software
Experience
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Jeremy DesCarpentrie's American Express Financial Advisors Experience 1996 - 2000
Job Strategic Account Executive at RedBrick Health
Industry Hospital & Health Care
Experience
RedBrick Health September 2014 - Present
Bloom Health October 2011 - August 2014
SeeChange Health - HealthInsight 2009 - 2011
Carol Corporation (acquired by OptumHealth 2011) 2007 - 2009
UnitedHealth Group 2005 - 2007
Definity Health (acquired by UnitedHealth Group in 2004) 2002 - 2005
Definity Health 2000 - 2002
American Express Financial Advisors 1996 - 2000
Skills
Managed Care, Account Management, Healthcare, Health Insurance, Disease Management
Education
University of Illinois at Urbana-Champaign
B.A., Anthropology
RedBrick Health September 2014 - Present
Bloom Health October 2011 - August 2014
SeeChange Health - HealthInsight 2009 - 2011
Carol Corporation (acquired by OptumHealth 2011) 2007 - 2009
UnitedHealth Group 2005 - 2007
Definity Health (acquired by UnitedHealth Group in 2004) 2002 - 2005
Definity Health 2000 - 2002
American Express Financial Advisors 1996 - 2000
Skills
Managed Care, Account Management, Healthcare, Health Insurance, Disease Management
Education
University of Illinois at Urbana-Champaign
B.A., Anthropology
Brian Mowery's American Express Financial Advisors Experience December 1997 - March 1999
Job Systems Manager at The Ohio State University
Industry Higher Education
Experience
The Ohio State University February 2000 - Present
American Express Financial Advisors December 1997 - March 1999
Education
University of Kentucky 1993 — 1997
The Ohio State University February 2000 - Present
American Express Financial Advisors December 1997 - March 1999
Education
University of Kentucky 1993 — 1997
Ripple, Paul's American Express Financial Advisors Experience 1985 - 1998
Job Project manager Configuration Management at Target
Industry Retail
David DuChene's American Express Financial Advisors Experience April 1997 - June 1998
Job Investment & Business Development Internet
Industry Internet
Experience
Picassotrigger August 2007 - Present
Firsthand Capital Management April 2003 - April 2007
Triangulation Capital September 2001 - April 2003
SoundView Technology Group July 1998 - March 2001
American Express Financial Advisors April 1997 - June 1998
Trident International October 1992 - June 1996
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Finance
University of Minnesota-Twin Cities 1987 — 1992
BA, Political Science
Picassotrigger August 2007 - Present
Firsthand Capital Management April 2003 - April 2007
Triangulation Capital September 2001 - April 2003
SoundView Technology Group July 1998 - March 2001
American Express Financial Advisors April 1997 - June 1998
Trident International October 1992 - June 1996
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Finance
University of Minnesota-Twin Cities 1987 — 1992
BA, Political Science
Stannard Stefanie's American Express Financial Advisors Experience August 1995 - April 1999
Job Supervisory Manager at JP Morgan
Industry Investment Management
Experience
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
Donald Hunninghake's American Express Financial Advisors Experience 1999 - 2007
Job Consultant at Salo LLC
Industry Financial Services
Experience
Salo LLC September 2007 - Present
GMAC ResCap 2007 - 2008
Ameriprise Financial April 1999 - August 2007
American Express Financial Advisors 1999 - 2007
US Bank April 1997 - April 1999
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
BS, Mechanical Engineering
Salo LLC September 2007 - Present
GMAC ResCap 2007 - 2008
Ameriprise Financial April 1999 - August 2007
American Express Financial Advisors 1999 - 2007
US Bank April 1997 - April 1999
Education
University of Minnesota - Carlson School of Management
University of Minnesota-Twin Cities
BS, Mechanical Engineering
Dustin Bertram's American Express Financial Advisors Experience 2004 - 2006
Job Investment Banking Consumer & Retail at Morgan Stanley
Industry Banking
Experience
Morgan Stanley April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch Technology Mergers and Acquisitions June 2010 - August 2010
Bank of America May 2007 - June 2010
Bank of America January 2006 - May 2007
American Express Financial Advisors 2004 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management, Finance, Mergers, Credit Analysis, Due Diligence, Manage Client..., Project Management, Mentoring, Community Service, Corporate Finance, LBO, Private Equity
Education
University of Chicago 2009 — 2011
MBA, Analytic Finance, Accounting, Strategic Management
University of Central Florida 1999 — 2003
Dual Bachelors of Science, Finance and Accounting with College Honors
Morgan Stanley April 2014 - Present
Bank of America Merrill Lynch June 2011 - April 2014
Bank of America Merrill Lynch Technology Mergers and Acquisitions June 2010 - August 2010
Bank of America May 2007 - June 2010
Bank of America January 2006 - May 2007
American Express Financial Advisors 2004 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management, Finance, Mergers, Credit Analysis, Due Diligence, Manage Client..., Project Management, Mentoring, Community Service, Corporate Finance, LBO, Private Equity
Education
University of Chicago 2009 — 2011
MBA, Analytic Finance, Accounting, Strategic Management
University of Central Florida 1999 — 2003
Dual Bachelors of Science, Finance and Accounting with College Honors
Kelly Harman-Severson's American Express Financial Advisors Experience 2000 - 2005
Job Manger of Sevice Delivery at Voya
Industry Insurance
Experience
Voya Financial November 2014 - Present
Hollstadt & Associates February 2014 - November 2014
Allianz 2006 - 2012
American Express Financial Advisors 2000 - 2005
American Express Financial Advisors 1997 - 2000
Education
University of Iowa
Bachelor of Science (B.S.), Elementary Education and Teaching
Voya Financial November 2014 - Present
Hollstadt & Associates February 2014 - November 2014
Allianz 2006 - 2012
American Express Financial Advisors 2000 - 2005
American Express Financial Advisors 1997 - 2000
Education
University of Iowa
Bachelor of Science (B.S.), Elementary Education and Teaching
Terrence Johnson's American Express Financial Advisors Experience 2002 - 2004
Job Senior Vice President and Managing Director, Private Client Group's Western Territory at PNC
Industry Financial Services
Experience
PNC Financial Services Group April 2014 - Present
PNC Financial Services Group June 2010 - April 2014
National City Bank 2004 - 2008
American Express Financial Advisors 2002 - 2004
Skills
Leadership, Management, Public Speaking, Team Building, Strategic Planning, Customer Service
Education
University of Kentucky 1995 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Kentucky 1995 — 2001
MBA, Accounting, Finance
PNC Financial Services Group April 2014 - Present
PNC Financial Services Group June 2010 - April 2014
National City Bank 2004 - 2008
American Express Financial Advisors 2002 - 2004
Skills
Leadership, Management, Public Speaking, Team Building, Strategic Planning, Customer Service
Education
University of Kentucky 1995 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Kentucky 1995 — 2001
MBA, Accounting, Finance
David Bjorndal, CFA, CIMA's American Express Financial Advisors Experience October 1998 - May 2000
Job Northeast Divisional Director at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management May 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors October 1998 - May 2000
Skills
Asset Allocation, Fixed Income, Investment Management, Asset Management, Separately Managed..., Mutual Funds, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Equities, Sales, Sales Management, Business Development, Relationship Management, Consultative Selling, Chartered Financial..., Certified Investment..., Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance & Marketing double major, Econ minor
McDonnell Investment Management May 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors October 1998 - May 2000
Skills
Asset Allocation, Fixed Income, Investment Management, Asset Management, Separately Managed..., Mutual Funds, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Equities, Sales, Sales Management, Business Development, Relationship Management, Consultative Selling, Chartered Financial..., Certified Investment..., Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance & Marketing double major, Econ minor
Mary Jo Maloney's American Express Financial Advisors Experience June 1994 - August 2005
Job Director Portfolio Administration at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Ameriprise Financial October 2010 - Present
Ameriprise Financial August 2005 - June 2009
American Express Financial Advisors June 1994 - August 2005
IDS 1991 - 1994
IDS Financial Services 1987 - 1991
Education
University of St. Thomas 1987 — 1991
MBA, Management
University of Iowa 1982 — 1986
BA, Accounting
Michael Scranton's American Express Financial Advisors Experience September 1999 - October 2001
Job Hands on, experienced and successful Construction and Development Manager
Industry Construction
Experience
Arntz Builders Inc March 2014 - Present
Ryan Associates July 2013 - January 2014
Akxner Construction May 2007 - August 2012
Kipp and Scranton Construction February 2005 - March 2008
Santilli - Forster Construction January 2003 - February 2005
Ilan Savion Construction October 2001 - January 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Renovation, Construction, Value Engineering, Project Management, Subcontracting, Construction Management, Contract Negotiation, Strategic Planning, New Business Development, Contract Management, Negotiation, Contractors, Business Development, Team Leadership, Team Building, Customer Service, Room Addition, Sales Management, Document Management, Project Estimation, Microsoft Office, Solicit Bids, Risk Management, Project Analysis, Document Preparation, Building Codes, Structural Analysis, Cost Control, Codes and Ordinances, on-site management, Change Management, Custom Homes, Bathrooms, Decks, Restoration, Basements, Cabinetry, Siding, E-commerce, Tiles, Carpentry, Management, Change Orders
Education
University of Iowa 1991 — 1996
B.S. Psychology, Clinical Psychology
Arntz Builders Inc March 2014 - Present
Ryan Associates July 2013 - January 2014
Akxner Construction May 2007 - August 2012
Kipp and Scranton Construction February 2005 - March 2008
Santilli - Forster Construction January 2003 - February 2005
Ilan Savion Construction October 2001 - January 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Renovation, Construction, Value Engineering, Project Management, Subcontracting, Construction Management, Contract Negotiation, Strategic Planning, New Business Development, Contract Management, Negotiation, Contractors, Business Development, Team Leadership, Team Building, Customer Service, Room Addition, Sales Management, Document Management, Project Estimation, Microsoft Office, Solicit Bids, Risk Management, Project Analysis, Document Preparation, Building Codes, Structural Analysis, Cost Control, Codes and Ordinances, on-site management, Change Management, Custom Homes, Bathrooms, Decks, Restoration, Basements, Cabinetry, Siding, E-commerce, Tiles, Carpentry, Management, Change Orders
Education
University of Iowa 1991 — 1996
B.S. Psychology, Clinical Psychology
Robyn Gilbertson's American Express Financial Advisors Experience December 2002 - May 2005
Job Relationship Manager Mutual Funds
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. August 2011 - Present
RiverSource November 2009 - January 2011
RiverSource Investments October 2006 - November 2009
Ameriprise Financial June 2005 - October 2006
American Express Financial Advisors December 2002 - May 2005
Education
University of Michigan 1995 — 1999
Bachelor of Arts, Economics
Doug Chun's American Express Financial Advisors Experience 1999 - 2001
Job Assistant Professor, University of La Verne, CA
Industry Higher Education
Experience
University of La Verne August 2012 - Present
University of Hawaii August 2010 - May 2011
American Express Financial Advisors 1999 - 2001
Skills
Teaching, Lecturing, Theory, Courses, Business Strategy, Financial Services, Tropical Agriculture, Oil Industry, University Teaching, Student Development, Higher Education, College Teaching, Academic Advising, Public Speaking, Research, Academic Writing, Qualitative Research, Distance Learning, Adult Education
Education
University of Hawaii - College of Business Administration 2007 — 2012
Doctor of Philosophy (PhD), International Management
University of Hawaii at Manoa 2004 — 2006
Master of Arts (M.A.), Political Science and Government
University of La Verne August 2012 - Present
University of Hawaii August 2010 - May 2011
American Express Financial Advisors 1999 - 2001
Skills
Teaching, Lecturing, Theory, Courses, Business Strategy, Financial Services, Tropical Agriculture, Oil Industry, University Teaching, Student Development, Higher Education, College Teaching, Academic Advising, Public Speaking, Research, Academic Writing, Qualitative Research, Distance Learning, Adult Education
Education
University of Hawaii - College of Business Administration 2007 — 2012
Doctor of Philosophy (PhD), International Management
University of Hawaii at Manoa 2004 — 2006
Master of Arts (M.A.), Political Science and Government
Curt Weaver's American Express Financial Advisors Experience 1979 - 2003
Job Independent Think Tank Professional
Industry Think Tanks
Experience
American Express Financial Advisors 1979 - 2003
Skills
Financial Services, Financial Modeling, Financial Analysis, Analysis, Analytics, Portfolio Management, Strategy, Investments
Education
University of Detroit Mercy 1962 — 1970
AB;MBA, history/philosophy/finance
American Express Financial Advisors 1979 - 2003
Skills
Financial Services, Financial Modeling, Financial Analysis, Analysis, Analytics, Portfolio Management, Strategy, Investments
Education
University of Detroit Mercy 1962 — 1970
AB;MBA, history/philosophy/finance
Simonetta (Tagliero) Prill's American Express Financial Advisors Experience 1999 - 2001
Job Teacher at Leto High School
Industry Education Management
Experience
Leto high school senior financial servicesAmSouth Bank2001 - 2004
American Express Financial Advisors 1999 - 2001
Education
University of Florida 1990 — 1994
BS, telecommunications
Leto high school senior financial servicesAmSouth Bank2001 - 2004
American Express Financial Advisors 1999 - 2001
Education
University of Florida 1990 — 1994
BS, telecommunications
Tim Poe's American Express Financial Advisors Experience January 1992 - February 1994
Job Vice President, Senior Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Prudential Financial January 2002 - November 2010
US Bank March 2000 - January 2002
Harris Trust & Savings Bank July 1997 - March 2000
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - July 1997
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - March 1995
American Express Financial Advisors January 1992 - February 1994
Skills
Retirement, Mutual Funds, Financial Services, Investments
Education
University of Michigan-Dearborn 1984 — 1988
BA, Psychology, Business
Bank of America Merrill Lynch April 2011 - Present
Prudential Financial January 2002 - November 2010
US Bank March 2000 - January 2002
Harris Trust & Savings Bank July 1997 - March 2000
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - July 1997
JP Morgan Chase (formerly Chase Manhattan Bank, Houston, TX) March 1994 - March 1995
American Express Financial Advisors January 1992 - February 1994
Skills
Retirement, Mutual Funds, Financial Services, Investments
Education
University of Michigan-Dearborn 1984 — 1988
BA, Psychology, Business
Jonathan Fedewa's American Express Financial Advisors Experience January 1994 - October 1995
Job Sr. Project Manager at Genex
Industry Online Media
Experience
MXM (Meredith Xcelerated Marketing)/Genex January 2011 - Present
ING Advisors Network February 2002 - December 2010
Siegel & Gale 2000 - April 2001
Musicosm.com January 1997 - December 1999
American Express Financial Advisors January 1994 - October 1995
Skills
Project Management, Cross-functional Team..., Staff Management, Vendor Management, Web Project Management, Website Development, Mobile Applications, Web Applications, Relationship Marketing, Relationship Management, Financial Services, Technology Marketing, Marketing, Competitive Analysis, Product Marketing, Management, Online Marketing, PMP, Product Development, Consulting, Digital Marketing, Strategy
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Marketing, IT/IS
University of Michigan 1989 — 1993
Bachelors, Communication, Marketing
MXM (Meredith Xcelerated Marketing)/Genex January 2011 - Present
ING Advisors Network February 2002 - December 2010
Siegel & Gale 2000 - April 2001
Musicosm.com January 1997 - December 1999
American Express Financial Advisors January 1994 - October 1995
Skills
Project Management, Cross-functional Team..., Staff Management, Vendor Management, Web Project Management, Website Development, Mobile Applications, Web Applications, Relationship Marketing, Relationship Management, Financial Services, Technology Marketing, Marketing, Competitive Analysis, Product Marketing, Management, Online Marketing, PMP, Product Development, Consulting, Digital Marketing, Strategy
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Marketing, IT/IS
University of Michigan 1989 — 1993
Bachelors, Communication, Marketing
Ronn Castle's American Express Financial Advisors Experience March 1992 - September 1997
Job Financial Advisor at LPL Financial.
Industry Financial Services
Experience
LPL Financial, Ronn Castle September 1997 - Present
American Express Financial Advisors March 1992 - September 1997
First Interstate Bank June 1962 - August 1981
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Insurance
Education
University of Denver 1961 — 1964
Finance and Business Administration
LPL Financial, Ronn Castle September 1997 - Present
American Express Financial Advisors March 1992 - September 1997
First Interstate Bank June 1962 - August 1981
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Insurance
Education
University of Denver 1961 — 1964
Finance and Business Administration
Allen Gahl's American Express Financial Advisors Experience 1999 - 2000
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Capital Markets
Experience
Craig-Hallum Capital Group August 2009 - Present
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2003 - 2005
RBC Capital Markets 2000 - 2003
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1999 - 1999
MassMutual 1997 - 1998
Skills
Equities, Investments, CRM, Analysis, Trading, Series 7, Valuation, Equity Research
Education
University of St. Thomas - Opus College of Business 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Molecular & Integrative Physiology
Rockford Guilford High School 1993 — 1993
Chartered Financial Analyst (CFA) Level III Candidate
Investment Analysis & Portfolio Management
LHH Career Counseling
Craig-Hallum Capital Group August 2009 - Present
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2003 - 2005
RBC Capital Markets 2000 - 2003
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1999 - 1999
MassMutual 1997 - 1998
Skills
Equities, Investments, CRM, Analysis, Trading, Series 7, Valuation, Equity Research
Education
University of St. Thomas - Opus College of Business 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Molecular & Integrative Physiology
Rockford Guilford High School 1993 — 1993
Chartered Financial Analyst (CFA) Level III Candidate
Investment Analysis & Portfolio Management
LHH Career Counseling
Diane Lyngstad's American Express Financial Advisors Experience 1995 - 2005
Job Finance and Operational Consulting
Industry Financial Services
Experience
Allianz Life November 2014 - Present
Chatham Court Consulting May 2009 - Present
Allianz Life November 2012 - November 2014
Cargill November 2009 - May 2011
Ameriprise Financial June 2005 - May 2009
Ameriprise Financial November 2001 - June 2005
American Express Financial Advisors 1995 - 2005
Skills
Accounting, Mergers, Forecasting, Business Process..., Analysis, Change Management, Financial Statements, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Insurance, PeopleSoft, Financial Services, Finance, Risk Management, Tax, Auditing, Credit, Managerial Finance, Mergers & Acquisitions, Budgets, Strategy, Accounts Receivable, Process Improvement, Leadership, Accounts Payable, Financial Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
University of Minnesota-Twin Cities 1974 — 1978
B.S.B, Finance
Allianz Life November 2014 - Present
Chatham Court Consulting May 2009 - Present
Allianz Life November 2012 - November 2014
Cargill November 2009 - May 2011
Ameriprise Financial June 2005 - May 2009
Ameriprise Financial November 2001 - June 2005
American Express Financial Advisors 1995 - 2005
Skills
Accounting, Mergers, Forecasting, Business Process..., Analysis, Change Management, Financial Statements, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Insurance, PeopleSoft, Financial Services, Finance, Risk Management, Tax, Auditing, Credit, Managerial Finance, Mergers & Acquisitions, Budgets, Strategy, Accounts Receivable, Process Improvement, Leadership, Accounts Payable, Financial Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
University of Minnesota-Twin Cities 1974 — 1978
B.S.B, Finance
Peter Gilbertson's American Express Financial Advisors Experience April 2000 - June 2002
Job Producer at LeSEA Broadcasting
Industry Broadcast Media
Experience
NOA Production April 2006 - May 2008
LeSEA Broadcasting December 2005 - May 2008
LeSEA Broadcasting December 2005 - May 2008
Good Morning Hawaii August 2006 - February 2007
Hawaii Lions' Eye Bank July 2003 - December 2005
University of Hawaii at Manoa August 2002 - December 2004
Student Video and Filmmakers' Association September 2003 - June 2004
American Express Financial Advisors April 2000 - June 2002
Education
University of Hawaii at Manoa 2002 — 2004
Master's, English
American Indian Studies Minor, University of Minnesota
University of Minnesota
B.A, English
NOA Production April 2006 - May 2008
LeSEA Broadcasting December 2005 - May 2008
LeSEA Broadcasting December 2005 - May 2008
Good Morning Hawaii August 2006 - February 2007
Hawaii Lions' Eye Bank July 2003 - December 2005
University of Hawaii at Manoa August 2002 - December 2004
Student Video and Filmmakers' Association September 2003 - June 2004
American Express Financial Advisors April 2000 - June 2002
Education
University of Hawaii at Manoa 2002 — 2004
Master's, English
American Indian Studies Minor, University of Minnesota
University of Minnesota
B.A, English
Patti Turner's American Express Financial Advisors Experience April 1995 - September 1997
Job Nationial Distribution Manager
Industry Consumer Electronics
Experience
KOE-Americas (formerly Hitachi) April 2012 - Present
Hitachi Electronic Devices (USA), Inc. January 2009 - Present
American Express Financial Advisors April 1995 - September 1997
McCullough & Benton March 1989 - February 1995
Skills
Sales, New Business Development, Sales Management, Direct Sales, Negotiation, Team Building, Account Management, Manufacturing, Business Development, Pricing, Project Management, Solution Selling, Cross-functional Team..., Product Marketing, Team Leadership, Purchasing, Key Account Management, Strategic Planning, Selling, Product Management, Process Improvement, Salesforce.com, Customer Service, Leadership Development, Coaching, Product Development, Management, Sales Operations, Program Management, Microsoft Office, Cold Calling, Marketing Strategy, Strategic Partnerships, Training, Supply Chain Management, Contract Negotiation, Procurement, Inventory Management, Forecasting, Operations Management, Leadership, Marketing, Sales Process, Six Sigma, Business Planning, Logistics, Product Launch, Inside Sales, P&L Management, Trade Shows
Education
University of Iowa 1981 — 1985
BS, Therapeutic Recreation
KOE-Americas (formerly Hitachi) April 2012 - Present
Hitachi Electronic Devices (USA), Inc. January 2009 - Present
American Express Financial Advisors April 1995 - September 1997
McCullough & Benton March 1989 - February 1995
Skills
Sales, New Business Development, Sales Management, Direct Sales, Negotiation, Team Building, Account Management, Manufacturing, Business Development, Pricing, Project Management, Solution Selling, Cross-functional Team..., Product Marketing, Team Leadership, Purchasing, Key Account Management, Strategic Planning, Selling, Product Management, Process Improvement, Salesforce.com, Customer Service, Leadership Development, Coaching, Product Development, Management, Sales Operations, Program Management, Microsoft Office, Cold Calling, Marketing Strategy, Strategic Partnerships, Training, Supply Chain Management, Contract Negotiation, Procurement, Inventory Management, Forecasting, Operations Management, Leadership, Marketing, Sales Process, Six Sigma, Business Planning, Logistics, Product Launch, Inside Sales, P&L Management, Trade Shows
Education
University of Iowa 1981 — 1985
BS, Therapeutic Recreation
Char Ferrell's American Express Financial Advisors Experience 1997 - 2001
Job Field Sales Leader
Industry Insurance
Experience
Allstate July 2008 - Present
State Farm Insurance July 2006 - July 2008
Wells Fargo Bank 2001 - 2006
American Express Financial Advisors 1997 - 2001
Skills
Underwriting, Insurance, Property & Casualty..., Business Planning, Life Insurance, Commercial Insurance, Leadership, Sales Management, Fixed Annuities
Education
University of Houston 1995 — 1999
Allstate July 2008 - Present
State Farm Insurance July 2006 - July 2008
Wells Fargo Bank 2001 - 2006
American Express Financial Advisors 1997 - 2001
Skills
Underwriting, Insurance, Property & Casualty..., Business Planning, Life Insurance, Commercial Insurance, Leadership, Sales Management, Fixed Annuities
Education
University of Houston 1995 — 1999
Vern Ehlers Jr, AWMA®, CRPC®'s American Express Financial Advisors Experience November 2003 - February 2005
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors July 2011 - Present
Ameriprise Financial Services, Inc. February 2005 - July 2011
American Express Financial Advisors November 2003 - February 2005
Aflac June 2003 - November 2003
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Insurance, Investments, Estate Planning, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts, Economics and Political Science
Carl Sandburg High School 1995 — 1999
Ameriprise Financial Advisors July 2011 - Present
Ameriprise Financial Services, Inc. February 2005 - July 2011
American Express Financial Advisors November 2003 - February 2005
Aflac June 2003 - November 2003
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Insurance, Investments, Estate Planning, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts, Economics and Political Science
Carl Sandburg High School 1995 — 1999
James Lokay's American Express Financial Advisors Experience August 2004 - December 2005
Job Private Banker at JP Morgan
Industry Banking
Experience
J.P. Morgan December 2005 - Present
American Express Financial Advisors August 2004 - December 2005
Block Trading June 1998 - March 2004
Standard & Poor's Platt's June 1996 - June 1998
CompUSA February 1994 - June 1996
Skills
Series 7, Private Banking, Fixed Income, Equities, Asset Management, Credit, Mutual Funds, Trading, Series 66, Banking, Cash Management, Mortgage, Customer Relations, Loans
Education
University of Houston 1985 — 1991
J.P. Morgan December 2005 - Present
American Express Financial Advisors August 2004 - December 2005
Block Trading June 1998 - March 2004
Standard & Poor's Platt's June 1996 - June 1998
CompUSA February 1994 - June 1996
Skills
Series 7, Private Banking, Fixed Income, Equities, Asset Management, Credit, Mutual Funds, Trading, Series 66, Banking, Cash Management, Mortgage, Customer Relations, Loans
Education
University of Houston 1985 — 1991
Christine Jaggi's American Express Financial Advisors Experience May 1993 - October 1997
Job Vice President & Head of Relationship Management
Industry Executive Office
Experience
Private Company October 1997 - Present
American Express Financial Advisors May 1993 - October 1997
Education
University of Michigan 1989 — 1993
BA, Economics
Private Company October 1997 - Present
American Express Financial Advisors May 1993 - October 1997
Education
University of Michigan 1989 — 1993
BA, Economics
Rachel Pan, CPA's American Express Financial Advisors Experience June 2001 - August 2003
Job Tax Manager at Holland Partner Group
Industry Real Estate
Experience
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Jessa Heisey's American Express Financial Advisors Experience 2000 - 2000
Job Development/Grant Writer at Children's Home Society
Industry Nonprofit Organization Management
Experience
Children's Home Society August 2008 - Present
Children's Home Society of Florida April 2004 - July 2008
A Gift For Teaching 2001 - 2004
A Gift For Teaching 2000 - 2001
American Express Financial Advisors 2000 - 2000
Skills
Grant Writing, Non-profits, Grants, Fundraising, Program Development, Community Outreach, Volunteer Management, Nonprofits, Public Relations, Philanthropy, Event Planning, Media Relations, Public Speaking, Proposal Writing, Strategic Communications, Program Evaluation, Community Development
Education
Indiana University Fundraising School 2001 — 2001
Certificate in Fund Development
Seminole High School
High School Diploma
University of Central Florida
BA, Business Management
Children's Home Society August 2008 - Present
Children's Home Society of Florida April 2004 - July 2008
A Gift For Teaching 2001 - 2004
A Gift For Teaching 2000 - 2001
American Express Financial Advisors 2000 - 2000
Skills
Grant Writing, Non-profits, Grants, Fundraising, Program Development, Community Outreach, Volunteer Management, Nonprofits, Public Relations, Philanthropy, Event Planning, Media Relations, Public Speaking, Proposal Writing, Strategic Communications, Program Evaluation, Community Development
Education
Indiana University Fundraising School 2001 — 2001
Certificate in Fund Development
Seminole High School
High School Diploma
University of Central Florida
BA, Business Management
Bob Peavey's American Express Financial Advisors Experience May 1993 - August 2004
Job Investment Regional Sales Manager, BB&T Investment Services
Industry Financial Services
Experience
BB&T September 2011 - Present
SunTrust Investment Services September 2004 - August 2011
American Express Financial Advisors May 1993 - August 2004
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Insurance, Investment Advisory, Series 24, Coaching, Leadership
Education
University of Massachusetts Lowell 1984 — 1989
B.A., Political Science
BB&T September 2011 - Present
SunTrust Investment Services September 2004 - August 2011
American Express Financial Advisors May 1993 - August 2004
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Insurance, Investment Advisory, Series 24, Coaching, Leadership
Education
University of Massachusetts Lowell 1984 — 1989
B.A., Political Science
Brian Skinner's American Express Financial Advisors Experience January 1999 - August 2000
Job COO at Diamond Carter Trading, LLC
Industry Capital Markets
Experience
Diamond Carter Trading, LLC March 2001 - Present
Skip Barber Racing School 2007 - 2011
ING DIRECT August 2000 - December 2000
American Express Financial Advisors January 1999 - August 2000
MBNA May 1995 - September 1999
Education
University of Delaware 1995 — 2000
Bachelor of Science (BS), Economics
Diamond Carter Trading, LLC March 2001 - Present
Skip Barber Racing School 2007 - 2011
ING DIRECT August 2000 - December 2000
American Express Financial Advisors January 1999 - August 2000
MBNA May 1995 - September 1999
Education
University of Delaware 1995 — 2000
Bachelor of Science (BS), Economics
Rick Neitz's American Express Financial Advisors Experience 1996 - 1997
Job Head of US Natural Gas Trading at Gazprom Marketing & Trading USA
Industry Oil & Energy
Experience
Gazprom Marketing & Trading USA January 2011 - Present
Sprague Energy August 2004 - June 2010
Duke Energy North America April 2003 - July 2004
Duke Energy Trading & Marketing March 2001 - April 2003
Duke Energy Trading & Marketing March 2001 - August 2001
Duke Energy Trading & Marketing August 2000 - March 2001
Duke Energy Trading & Marketing March 1998 - August 2000
Duke Energy Trading & Marketing July 1997 - March 1998
American Express Financial Advisors 1996 - 1997
Skills
Portfolio Management, Commodity Markets, Options, Energy, Energy Markets, Natural Gas, Trading, Commodity, Risk Management, Hedging, Gas, Valuation, Asset Management, Derivatives, Swaps, Commodity Risk..., Electricity Markets, Financial Modeling, Market Risk, Proprietary Trading, Energy Industry, Trading Systems, Finance, Pipelines
Education
University of Houston 1992 — 1997
BBA, Finance
Gazprom Marketing & Trading USA January 2011 - Present
Sprague Energy August 2004 - June 2010
Duke Energy North America April 2003 - July 2004
Duke Energy Trading & Marketing March 2001 - April 2003
Duke Energy Trading & Marketing March 2001 - August 2001
Duke Energy Trading & Marketing August 2000 - March 2001
Duke Energy Trading & Marketing March 1998 - August 2000
Duke Energy Trading & Marketing July 1997 - March 1998
American Express Financial Advisors 1996 - 1997
Skills
Portfolio Management, Commodity Markets, Options, Energy, Energy Markets, Natural Gas, Trading, Commodity, Risk Management, Hedging, Gas, Valuation, Asset Management, Derivatives, Swaps, Commodity Risk..., Electricity Markets, Financial Modeling, Market Risk, Proprietary Trading, Energy Industry, Trading Systems, Finance, Pipelines
Education
University of Houston 1992 — 1997
BBA, Finance
Andrew S. Archer's American Express Financial Advisors Experience August 2003 - April 2004
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
UBS Financial Services Inc. April 2009 - January 2013
Wells Fargo Investments June 2004 - April 2009
American Express Financial Advisors August 2003 - April 2004
Education
University of California, Santa Barbara 1999 — 2003
Graduate; a Bachelor of Arts, Business Economics
UBS Financial Services Inc. January 2013 - Present
UBS Financial Services Inc. April 2009 - January 2013
Wells Fargo Investments June 2004 - April 2009
American Express Financial Advisors August 2003 - April 2004
Education
University of California, Santa Barbara 1999 — 2003
Graduate; a Bachelor of Arts, Business Economics
Jack Blake, CFP®'s American Express Financial Advisors Experience 1997 - 1998
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard 1998 - July 2015
American Express Financial Advisors 1997 - 1998
English Language Institute - University of Delaware 1996 - 1997
Mission To The World 1992 - 1996
Skills
Securities
Education
University of Delaware 1981 — 1987
BAAS, International Relations
American College 2004 — 2005
CFP(R), Financial Planning
Vanguard August 2015 - Present
Vanguard 1998 - July 2015
American Express Financial Advisors 1997 - 1998
English Language Institute - University of Delaware 1996 - 1997
Mission To The World 1992 - 1996
Skills
Securities
Education
University of Delaware 1981 — 1987
BAAS, International Relations
American College 2004 — 2005
CFP(R), Financial Planning
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.