American Express Financial Advisors

Industry: Financial services company

Description

Ameriprise 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
Andy McCabe Andy McCabe Dallas/Fort Worth Area Details
Andy McCabe's American Express Financial Advisors Experience June 2002 - March 2003
Job Vice President of Sales and Global Accounts at Hostar International, Inc.
Industry Hospitality
Experience
Hostar International, Inc.   February 2014 - Present
Hostar International, Inc.   January 2011 - February 2014
Hostar International   March 2006 - January 2011
Marietta Corporation  February 2003 - March 2006
American Express Financial Advisors   June 2002 - March 2003

Skills
Marketing Strategy, New Business Development, Sales Operations, Sales Management, Hotels, Sales Process, Contract Negotiation, Account Management, Forecasting, Sales, Negotiation, Business Strategy, Marketing, Management, Business Development, Customer Satisfaction, International Sales, Budgets, Customer Service, Hospitality, Hospitality Management, P&L, Competitive Analysis, Direct Sales, Pricing, Golf

Education
University of Nebraska-Lincoln   1998 — 2002
BSBA, Finance

Ithaca High School   1994 — 1998

Brian Nodes Brian Nodes Omaha, Nebraska Details
Brian Nodes's American Express Financial Advisors Experience 1997 - 1998
Job Supervisor, Support Services Health & Life Underwriting at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  March 2014 - Present
Mutual of Omaha  September 2012 - Present
COR Clearing LLC  August 2012 - September 2012
TD Ameritrade  2008 - June 2012
TD Ameritrade  2006 - 2008
TD Ameritrade  2004 - 2006
TD Ameritrade  2000 - 2004
TD Ameritrade  1998 - 2000
American Express Financial Advisors   1997 - 1998

Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Mutual Funds, Securities, Wealth Management, Equities, Retirement Planning, Financial Services, Relationship Management, Customer Service, Sales Management, Sales, Problem Solving, Team Building, Budget, People-oriented, Risk Management

Education
University of Nebraska-Lincoln   1992 — 1997
Bachelor of Science (B.S.), Business Administration

Westside High School   1988 — 1992
Diploma

Bob Hartland Bob Hartland Tampa/St. Petersburg, Florida Area Details
Bob Hartland's American Express Financial Advisors Experience 1999 - 2002
Job Senior Administrative VP of Production
Industry Financial Services
Experience
PEACE Wealth Management, Inc.   November 2002 - Present
Lockheed Martin  2001 - 2002
American Express Financial Advisors   1999 - 2002
American Express Financial Advisors   1990 - 1993
E-Systems Melpar   1985 - 1990

Education
University of Pittsburgh   1981 — 1985
BSEET, Electrical and Electronics Engineering

Johnstown High School   1979 — 1981

Alison Yoder Alison Yoder Greater Denver Area Details
Alison Yoder's American Express Financial Advisors Experience February 2004 - July 2005
Job Retirement Plan Specialist at Centennial Capital Partners
Industry Financial Services
Experience
Centennial Capital Partners   September 2014 - Present
Sharkey, Howes & Javer   February 2012 - June 2014
AMERIPRISE FINANCIAL  August 2005 - September 2010
American Express Financial Advisors   February 2004 - July 2005
FIRST INVESTORS  January 2000 - January 2004
Shaw Construction LLC  1993 - 1995

Education
Financial Planning class   2006 — 2007
Finance, General

University of Northern Colorado   1995 — 1999
Bachelor of Science, Finance

Wheat Ridge High School   1991 — 1995

Lesley Manning Lesley Manning Greater Minneapolis-St. Paul Area Details
Lesley Manning's American Express Financial Advisors Experience 2004 - 2006
Job Program Manager at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Training Resources   October 1984 - Present
Ameriprise Financial Services, Inc.   December 2014 - Present
Allianz Life  September 2012 - December 2014
Ameriprise Financial Services, Inc.   September 2010 - June 2012
Ameriprise Financial Services, Inc.   2009 - 2010
Ameriprise Financial Services, Inc.   2007 - 2009
American Express Financial Advisors   2004 - 2006
American Express Financial Advisors   2003 - 2004
American Express Financial Advisors   2001 - 2003
IDS  1994 - 1999

Skills
Program/Portfolio..., Strategic Planning, B, Business Case & Project..., Best Practices &..., Executive Steering..., Stakeholder Management, Resource Management, Large Budget Management, Risk Management, Issue Management, Status Reporting, Meeting Facilitation, Communication Management, Change Management, PMO Leadership, Mergers & Acquistions, Large, Complex System..., Application Rollouts, Infrastructure..., Training, Development..., Large, Multiple Vendor..., PMO, Requirements Analysis, Mergers & Acquisitions, Project Management, Analysis, Program Management, Communications..., Financial Services, Workshop Facilitation, Vendor Management, Management, Leadership, Training, Business Strategy, Consulting, Project Portfolio..., Integration, Project Planning, Business Process..., User Acceptance Testing, Budgets, Management Consulting, SharePoint

Education
University of Minnesota-Twin Cities   1969 — 1972
Bachelor of Science, Education

Aaron Freedman Aaron Freedman New Orleans, Louisiana Details
Aaron Freedman's American Express Financial Advisors Experience 2002 - 2004
Job Operating Partner at P.F. Chang's China Bistro
Industry Restaurants
Experience
P.F. Chang's China Bistro   November 2004 - Present
American Express Financial Advisors   2002 - 2004
West End Cafe   1993 - 2002

Skills
Food & Beverage, Food Service, Menu Development, Restaurants, Restaurant Management, Culinary Skills, Fine Dining, Labor Control

Education
University of New Orleans   1997 — 2002
Bachelor's degree, Business Administration and Management

Benjamin Franklin High School   1992 — 1996

Laura Kuntz, CPA/PFS, MBT Laura Kuntz, CPA/PFS, MBT Greater Minneapolis-St. Paul Area Details
Laura Kuntz, CPA/PFS, MBT's American Express Financial Advisors Experience 1988 - 1998
Job Founder/Financial Advisor at Laurel Wealth Planning LLC
Industry Financial Services
Experience
Laurel Wealth Planning LLC   1998 - Present
American Express Financial Advisors   1988 - 1998
Arthur Andersen & Co.   1986 - 1988

Skills
Financial Educator, Article Creation, Expert Advisor, National Speaker, Financial Advisory, Investments, Tax, Estate Planning, Strategic Financial...

Education
University of Minnesota-Twin Cities
Master, Business Taxation

University of Wisconsin-Eau Claire
Bachelor of Arts (B.A.), Economics (with highest honors)

C. Christine Walters C. Christine Walters Greater Minneapolis-St. Paul Area Details
C. Christine Walters's American Express Financial Advisors Experience 1984 - 1989
Job Client Service Manager
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Deephaven Dental   September 2010 - March 2015
Wm Campbell Commercial Appraisers   2008 - 2010
Cherry Creek Mortgage / First Residential Mortgage   2002 - 2006
DARTS  1999 - 2002
Natural Ovens Bakery  1996 - 1999
Walters Advisory Group   1989 - 1996
American Express Financial Advisors   1984 - 1989

Skills
Coaching, Leadership, Team Building, Leadership Development, Process Improvement, Project Management, Public Speaking, Management, Marketing, Strategic Planning, Small Business, Nonprofits, Fundraising, Customer Service, Budgets, Business Development, Account Management, Business Strategy, Negotiation, Sales, Teaching, Project, Volunteer Management

Education
University of South Florida
Bachelor's Degree, Finance-Accounting-Economics

Linda Emerson Linda Emerson Sonora, California Details
Linda Emerson's American Express Financial Advisors Experience September 1990 - September 1995
Job Founder, Emerson & Associates
Industry Accounting
Experience
Sierra Online Services   January 2012 - Present
Emerson & Associates   June 2001 - Present
Caffe Sumatra   June 1996 - March 2001
American Express Financial Advisors   September 1990 - September 1995
Medical Knowledge Systems, Inc.   August 1984 - July 1990

Skills
Small Business, Management Consulting, Accounting, Social Media, Public Relations, Social Media Marketing, Event Management, Online Advertising, Start-ups, Marketing, Marketing Strategy, Entrepreneurship, Customer Service, Management, Program Management, Online Marketing, Strategy, Social Networking, Marketing Communications, E-commerce, Strategic Partnerships

Education
University of San Francisco   1985 — 1989

Emilie Nisbet Emilie Nisbet Omaha, Nebraska Details
Emilie Nisbet's American Express Financial Advisors Experience July 2001 - July 2003
Job Senior Examiner | Governance, Risk, & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2013 - Present
Allstate Financial  September 2008 - December 2012
Allstate Financial  June 2007 - September 2008
Allstate Financial  December 2006 - June 2007
Allstate Financial  March 2006 - December 2006
Allstate Financial  September 2005 - March 2006
Allstate Financial  April 2004 - September 2005
Triadix, Inc   August 2003 - March 2004
American Express Financial Advisors   July 2001 - July 2003
Experian  October 2000 - June 2001

Skills
Banking, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Financial Services, Securities, Strategic Financial..., Risk Management, Insurance, Accounting, Series 7

Education
University of Nebraska-Lincoln   1994 — 1998
Bachelor of Science (B.S.), Accounting

Curt J. High Curt J. High Gilbertsville, Pennsylvania Details
Curt J. High's American Express Financial Advisors Experience December 1991 - March 2005
Job President & CEO, Curt J High & Associates, LLC
Industry Financial Services
Experience
Curt J High & Associates, LLC   January 2000 - Present
American Express Financial Advisors   December 1991 - March 2005

Skills
Advanced Financial..., Business Planning, Retirement Planning, Financial Planning, Wealth Management, Wealth Transfer, Insurance Planning, Retirement, Investment Advisory, Investments, IRA's, Wealth, Annuities, Financial Advisory, Financial Advice, Investment Strategies, Asset Allocation, Personal Finance, Retirement Income..., Wealth Preservation, Long Term Care, Tax Strategies, Financial Education, Wealth Accumulation, Roth IRA, 401k, Estate Planning, Comprehensive Wealth..., 401k Rollovers, Long-term Care, Series 63, Financial Services, Small Business, Insurance, Mutual Funds, Employee Benefits, Strategic Financial...

Education
Wharton School of Business
Advanced Retirement planning, Finance

Bethany Maguire Bethany Maguire Las Vegas, Nevada Details
Bethany Maguire's American Express Financial Advisors Experience April 2004 - November 2004
Job Project Manager at Applied Analysis
Industry Market Research
Experience
Applied Analysis  April 2014 - Present
NV Energy  May 2010 - April 2014
NV Energy  August 2005 - May 2010
First Horizon  November 2004 - July 2005
American Express Financial Advisors   April 2004 - November 2004
Seattle Mariners  February 2002 - February 2004
Seattle Mariners  March 2003 - July 2003

Skills
Market Research, Data Analysis, Statistics, Analysis, Quantitative Research, Management, Finance, Microsoft Excel, Cross-functional Team..., Smart Grid, Qualitative Research, PowerPoint, Utility Industry, Technical Presentations, Written & Oral..., SPSS

Education
University of Nevada Las Vegas Lee Business School   2007 — 2010
MBA, Finance

University of Washington, Michael G. Foster School of Business   2000 — 2003
BA, Business Administration

Anthony Alfidi Anthony Alfidi San Francisco Bay Area Details
Anthony Alfidi's American Express Financial Advisors Experience September 2000 - November 2000
Job Private Investor
Industry Financial Services
Experience
Alfidi Capital   August 2008 - Present
U.S. Army   May 1995 - Present
Barclays Global Investors  February 2007 - August 2007
UBS Wealth Management  August 2005 - December 2006
Wells Capital Management  January 2002 - January 2002
American Express Financial Advisors   September 2000 - November 2000

Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing

Education
University of San Francisco - Masagung Graduate School of Management   2001 — 2002
MBA, Finance, 3.9

University of Notre Dame - Mendoza College of Business   1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5

Ray Carlson, CRPC®,CLTC Ray Carlson, CRPC®,CLTC Greater Minneapolis-St. Paul Area Details
Ray Carlson, CRPC®,CLTC's American Express Financial Advisors Experience 1997 - 1998
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Ameriprise Financial Services, Inc.   May 2006 - May 2013
Ameriprise Financial Services, Inc.   August 2002 - August 2005
Ameriprise Financial Services, Inc.   May 1998 - August 2002
American Express Financial Advisors   1997 - 1998
First Bank MPLS   May 1985 - March 1996

Education
University of Minnesota-Twin Cities   1978 — 1983
Statistics

Spring Lake Park High School

Michael Matheson, CFP, CFS, CRPC, CDFA Michael Matheson, CFP, CFS, CRPC, CDFA Greater Minneapolis-St. Paul Area Details
Michael Matheson, CFP, CFS, CRPC, CDFA's American Express Financial Advisors Experience 1987 - 2004
Job Independent Financial Advisor
Industry Financial Services
Experience
Financial Dimensions Group   July 2004 - Present
CERTIFIED FINANCIAL PLANNER ™   June 1996 - Present
American Express Financial Advisors   1987 - 2004

Skills
Retirement, Financial Advisory, Asset Allocation, Retirement Planning, Securities, Financial Services, 401k, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Saving for Education, Wealth Management..., Personal Financial..., Mutual Funds, Alternative Investments

Education
University of Minnesota-Twin Cities   1985 — 1990

SLPHS

Steve Carlson - Top Contributor Steve Carlson - Top Contributor Greater Minneapolis-St. Paul Area Details
Steve Carlson - Top Contributor's American Express Financial Advisors Experience 1997 - 2007
Job U.S. President 2016 candidate, 2014 Nominee US Senate, Writer, Editor and Consultant, Composer/Musician
Industry Writing and Editing
Experience
Intercultural Services   July 1995 - Present
Minnesota Independence Party   2010 - 2010
Xango  2007 - 2008
American Express Financial Advisors   1997 - 2007
Asian Business & Community News   1987 - 1994
Asian Business & Community News   1987 - 1994
Asian Business & Community News   1987 - 1994
University of Minnesota CLA   1977 - 1985
University of Minnesota CLA   1977 - 1985

Skills
Social Media, Business Development, Fundraising, Entrepreneurship, Management, Marketing, Analysis, Social Media Marketing, Public Speaking, Public Relations, Sales, Research, Training, Marketing Strategy, Recruiting, Social Networking, Event Planning, Leadership, Market Research

Education
University of Minnesota-Twin Cities   1969 — 1986
Top University governance office holder, Political Science, Economics, Chicano Studies, Philosophy, Physics, Music

Osseo Senior High School   1963 — 1969
High School, Pre-college

Minnehaha Academy   1966 — 1968
High School, Pre-college

William Folk William Folk Racine, Wisconsin Details
William Folk's American Express Financial Advisors Experience June 2000 - May 2001
Job Sr. Internal Controls Analyst
Industry Accounting
Experience
CNH  October 2012 - Present
Village of Caledonia   2005 - Present
Racine County Republican Party   April 2007 - July 2015
CNH Capital  March 2011 - October 2012
CNH  August 2005 - March 2011
United Government Services Llc  June 2003 - August 2005
Bank One  May 2001 - February 2003
American Express Financial Advisors   June 2000 - May 2001
Morgan Stanley Dean Witter  March 1999 - March 2000
ADVO  1998 - 1999

Skills
ACL, Excel, Auditing, Audit, Outlook, Microsoft Office, PowerPoint, Financial Planning, Microsoft Excel, Strategic Financial..., Budgets, Analysis, Access Lists, Insurance, Internal Controls, Management, SAP, Strategic Planning, Financial Reporting, Leadership, Training, Finance, Customer Service, Process Improvement, Project Planning, Time Management, Sarbanes-Oxley Act, Project Management, Manufacturing, Forecasting, Policy, Quality Assurance, Team Building, Internal Audit, Inventory Management, Human Resources, Financial Analysis, Business Planning, Team Leadership, Banking, Access, Accounting, Business Analysis, Negotiation, Research, Risk Management, Microsoft Word, Cost Accounting, Nonprofits, Payroll

Education
University of Phoenix   2003 — 2005
BS, Accounting

Christine Vogt Christine Vogt Greater Atlanta Area Details
Christine Vogt's American Express Financial Advisors Experience January 1997 - January 2000
Job Contract and Operations Manager at Medtronic
Industry Medical Devices
Experience
Medtronic USA, Inc.   August 2003 - Present
TouchEffect Massage & BodyWorks, Inc   June 2002 - December 2005
American Express Financial Advisors   January 1997 - January 2000

Skills
Cross-functional Team..., Contract Negotiation, Billing, Six Sigma, Customer Focus, Marketing, Salesforce.com, Management, Software Documentation, Leadership, Training, Healthcare, Human Resources, SAP, Sales, Strategy, Process Improvement, Medical Devices, Product Launch, Business Process, Customer Service, Strategic Planning, Cardiology

Education
University of Phoenix   2009 — 2012
Bachelor of Science, Psychology

High Tech Institute   2001 — 2002
CMT, Massage Therapy

Ralph Medinger Ralph Medinger Greater Minneapolis-St. Paul Area Details
Ralph Medinger's American Express Financial Advisors Experience 1998 - 2001
Job SAP Project Manager
Industry Consumer Goods
Experience
Varel International  May 2012 - Present
Accenture Technology Solutions  October 2010 - May 2012
Honeywell Aerospace  March 2006 - October 2010
American Express Financial Advisors   1998 - 2001

Skills
Six Sigma, ERP, Supply Chain, SAP, Materials Management, Business Process..., Leadership, Business Process, Aerospace, SAP R/3, Process Improvement, Testing, Information Technology, Requirements Analysis, Integration, SAP ERP, SAP Implementation

Education
University of Southern California   2010 — 2012
Education, Education

Universität Trier   1996 — 1997
None, International Business

University of Saint Thomas   1990 — 1997
BS, International Business / German

University of New South Wales   1991 — 1992
None, Psychology

Rebecca Madej Rebecca Madej Charlotte, North Carolina Area Details
Rebecca Madej's American Express Financial Advisors Experience October 1999 - May 2001
Job Mortgage Banker / NC Production Manager at Brand Mortgage
Industry Banking
Experience
Brand Mortgage  June 2014 - Present
Cunningham & Company Mortgage Bankers   August 2006 - May 2014
Anchor Mortgage  November 2001 - May 2005
American Express Financial Advisors   October 1999 - May 2001
Pea Organizing Services   2001 - 2001

Skills
Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Loans, First Time Home Buyers, Real Estate, Investment Properties, Banking, Customer Service, USDA, Real Estate Transactions, FHA, Finance, VA loans, Underwriting, FHA financing, Residential Homes, Residential Mortgages, Mortgage Underwriting, Credit, Referrals, Condos, Strategic Planning, Funding, New Home Sales, Process Improvement, Management, Investments, Coaching, Credit Analysis, Single Family Homes, Sales Management, Business Development, Purchasing, Sales, Mortgage Marketing, Financial Analysis, Leadership, Strategy, Sellers, VA Loans, FHA Financing

Education
University of North Carolina at Chapel Hill   1997 — 2001
BA, Biology

West Forsyth High School   1993 — 1997

Nikki Kontoulas Nikki Kontoulas Myrtle Beach, South Carolina Area Details
Nikki Kontoulas's American Express Financial Advisors Experience 2004 - 2005
Job REALTOR at The Hoffman Group
Industry Real Estate
Experience
The Hoffman Group  2009 - Present
Choreographer - Hard Rock Park   2007 - 2009
Aspect Medical Systems (now Covidien)   2005 - 2006
American Express Financial Advisors   2004 - 2005

Skills
Selling, Single Family Homes, New Home Sales, Condos, Foreclosures, Short Sales, First Time Home Buyers, Investment Properties, Buyer Representation, Real Estate, Investors, Sellers, Residential Homes, Property, HUD, Real Property, Sales

Education
University of North Carolina at Wilmington   2001 — 2004
B.S., Bachlelor of Science Administration and Accounting

Fortune Academy
Real Estate

Stacie Cartagena Stacie Cartagena Troy, Michigan Details
Stacie Cartagena's American Express Financial Advisors Experience 1999 - 2003
Job Operations Manager at TruVista Wealth Advisors with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2002 - Present
American Express Financial Advisors   1999 - 2003

Skills
Talent Acquisition, Human Resources, Technical Recruiting

Education
University of Phoenix   2010 — 2013
Bachelors of Science in Business, Business Management

Alice Pallum Alice Pallum Greater Minneapolis-St. Paul Area Details
Alice Pallum's American Express Financial Advisors Experience 1996 - 1999
Job Strategic Business Planning & Implementation Executive
Industry Information Technology and Services
Experience
BNI  July 2009 - Present
AMP Enterprises, Ltd   February 2004 - Present
Small Business Development Center - Anoka Technical College   December 2008 - January 2009
MN Captured Moments   June 2007 - September 2008
Amerprise Financial  June 2007 - December 2007
American Express  1999 - 2004
American Express Financial Advisors   1996 - 1999

Skills
Strategic Planning, Business Process, Marketing, Training, Workshop Facilitation, Contingency Planning, Vendor Management, Business Analysis, Program Management, Project Management, Change Management, Process Improvement, Coaching, Business Process..., IT Strategy, Public Speaking, Requirements Analysis, Leadership Development, Integration, Entrepreneurship, Business Strategy, Management Consulting, Leadership, Consulting, Start-ups, Business Development, Team Leadership, Team Building, Management, CRM, Business Planning, Project Portfolio..., Business Intelligence, Cross-functional Team..., Risk Management, Strategy, Project Planning, Analysis

Education
University of Minnesota-Twin Cities
Astrophysics

Joe Cleveland, CTFA Joe Cleveland, CTFA Springfield, Missouri Area Details
Joe Cleveland, CTFA's American Express Financial Advisors Experience 1997 - 1998
Job Relationship Manager & Trust Officer at Central Trust & Investment Company
Industry Financial Services
Experience
Central Trust & Investment Company  June 2004 - Present
Midwest Discount Brokers   2001 - 2004
Citi  1998 - 2000
American Express Financial Advisors   1997 - 1998

Skills
Trust Management, Estate Administration, Relationship Management, Estate Planning, Estate Tax Planning, Asset Management, Investments, Retirement Planning, Investment Advisory, Wealth Management, Wealth Preservation..., Strategic Planning, Customer Service, Customer Satisfaction, Non-profit Volunteer, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth Management...

Education
Cannon Financial Institute Trust School   2004 — 2007
CTFA, Certified Trust and Financial Advisor

University of Sioux Falls   1992 — 1997
Bachelor of Arts (B.A.), Business Administration

Joan Kuykendall Joan Kuykendall Greater Memphis Area Details
Joan Kuykendall's American Express Financial Advisors Experience July 1998 - June 2004
Job SVP of Operations, Security Card Services, LLC
Industry Financial Services
Experience
Security Card Services, LLC  April 2010 - Present
Edward Jones  March 2006 - January 2010
American Express Financial Advisors   July 1998 - June 2004
Phillips Financial, An Independent Firm   1992 - 1997

Skills
Banking, Credit Cards, Relationship Management, Payments, Merchant Services, Payment Card Processing, Electronic Payments, Credit, Debit Cards, Financial Services, Portfolio Management, Retail Banking, Finance, Commercial Banking, Customer Service

Education
University of Mississippi   1989 — 1991
BA

Gregory Emr Gregory Emr Greater New York City Area Details
Gregory Emr's American Express Financial Advisors Experience September 1992 - September 1998
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  September 1998 - Present
American Express Financial Advisors   September 1992 - September 1998

Skills
Wealth Management, Retirement Planning, Investments, Personal Financial..., Investment Advisory, Asset Management, Investment Management, Investment Strategies, Estate Planning, Financial Analysis, Asset Allocation, Variable Annuities, Fixed Annuities, Securities, 401k, Mutual Funds, Alternative Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, FINRA, Series 7 registration..., Series 63 registration...

Education
University of New Hampshire   1988 — 1991
BA, Economics

Patricia Yoder Patricia Yoder Greater New York City Area Details
Patricia Yoder's American Express Financial Advisors Experience 2002 - 2003
Job Senior Account Executive Sales & Business Development
Industry Financial Services
Experience
Visa  January 2012 - Present
Visa  2011 - January 2012
American Express  2008 - August 2011
American Express  2005 - 2008
American Express  2003 - 2005
American Express  2003 - 2003
American Express Financial Advisors   2002 - 2003
American Express  2000 - 2002
Goldman Sachs  1999 - 1999
CSC Index  1995 - 1998

Skills
Strategy, Cross-functional Team..., Strategic Partnerships, Loyalty Programs, Direct Marketing, Business Development, Market Research

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA, Marketing, Strategic Management

University of Pennsylvania   1991 — 1995
BA, English, Communications

Peter Maher Peter Maher United States Details
Peter Maher's American Express Financial Advisors Experience 2001 - 2005
Job Managing Director at Crosspoint Advisory, LLC
Industry
Experience
Crosspoint Advisory, LLC   2010 - Present
Apogee Family Office, LLC   2006 - 2010
StillPoint Advisors   February 2006 - July 2006
American Express Financial Advisors   2001 - 2005

Skills
Personal Financial..., Wealth Management, Estate Planning, Family Office, Alternative Investments, Financial Advisory, Financial Reporting, Strategic Financial...

Education
North Georgia College and State University   2011 — 2013
Accounting

North Georgia College and State University   1997 — 2001
Finance

Kuanmei Huang Kuanmei Huang San Francisco Bay Area Details
Kuanmei Huang's American Express Financial Advisors Experience September 1997 - May 1998
Job Consultant
Industry Financial Services
Experience
TIAA-CREF  January 2004 - Present
TIAA-CREF  July 2000 - January 2003
TIAA-CREF  July 1998 - July 2000
American Express Financial Advisors   September 1997 - May 1998

Education
University of Pennsylvania   1993 — 1997
BA, Biological Basis of Behavior

Michael J. Fischer, CRPC® Michael J. Fischer, CRPC® Greensboro/Winston-Salem, North Carolina Area Details
Michael J. Fischer, CRPC®'s American Express Financial Advisors Experience 2004 - 2005
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  August 2004 - Present
American Express Financial Advisors   2004 - 2005
Merrill Lynch  January 1987 - November 2002

Education
University of North Carolina at Chapel Hill   1982 — 1986
Bachelor of Arts, Economics and Biology

Bradley M. Underwood, CFP® Bradley M. Underwood, CFP® Phoenix, Arizona Area Details
Bradley M. Underwood, CFP®'s American Express Financial Advisors Experience 2002 - 2003
Job Partner
Industry Financial Services
Experience
Winged Foot Partners   March 2015 - Present
AXA Equitable  February 2013 - February 2015
MetLife  May 2008 - November 2012
MetLife  March 2005 - April 2008
Paragon Life A MetLife Company   October 2003 - March 2005
American Express Financial Advisors   2002 - 2003

Skills
Life Insurance, Variable Annuities, Mutual Funds, Series 7, Long Term Care Insurance, Life & Health Insurance..., Whole Life, Estate Planning, Financial Planners, Risk Management, Alternative Investments, Certified Financial..., Financial Modeling, Asset Protection, Series 66, Trust Management, Tax, Asset Managment, Series 24

Education
University of Missouri-Columbia
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Phil Romero Phil Romero Winnemucca, Nevada Details
Phil Romero's American Express Financial Advisors Experience 1996 - 1998
Job Vice President, Finance at Mammoth Resorts
Industry Real Estate
Experience
Mammoth Resorts / Mammoth Mountain Ski Area   June 2008 - Present
Phil Romero, CPA   January 1992 - Present
Lennar Reno, LLC   March 2007 - October 2008
Intrawest California Holdings, Inc   August 1998 - May 2005
American Express Financial Advisors   1996 - 1998
Brian Head Resort  1993 - 1996
Resort @ Squaw Creek   1992 - 1993
Perini Land & Development   1989 - 1992
Ernst & Whinney  1987 - 1989

Skills
Financial Analysis, Budgets, Accounting, Strategic Planning, Forecasting, Financial Accounting, Financial Reporting, Account Reconciliation, QuickBooks, Budgeting, Financial Planning, Auditing, Real Estate Development, Finance, Customer Service, Financ, Financial P, Management, Leadership, Marketing, Real Estate, Contract Negotiation, Due Diligence, Property Management, Investment Properties, Accounts Receivable, Mergers & Acquisitions

Education
University of Nevada-Reno   1982 — 1987
Bachelor's Degree, Business Administration - Emphasis in Accounting

Scott Guthrie Scott Guthrie Columbia, South Carolina Details
Scott Guthrie's American Express Financial Advisors Experience September 2000 - August 2001
Job Lead Estimator and Inspector at Crescent Construction LLC
Industry Construction
Experience
Crescent Construction LLC   May 2015 - Present
Travelers Insurance  July 2010 - April 2015
Foremost Insurance  August 2006 - July 2010
Allstate  August 2001 - August 2006
American Express Financial Advisors   September 2000 - August 2001
Wells Fargo  April 1999 - September 2000

Skills
Construction Estimating, Insurance Claims, Claims Resolution, Xactimate software, Travel Management, Customer Engagement, Contractor Relations, Technical Writing, Creative Problem Solving, Negotiation, Catastrophe, Property Claims, Liability Analysis, Xactimate, Property Damage, Claim, Insurance Adjusting, Claim Investigation, Liability, Property, Claims Investigations, Commercial Insurance, Claims Handling, Loss Adjusting, General Insurance, Homeowners, Commercial Claims, Property & Casualty..., Contractors, Casualty, Insurance, Casualty Insurance, Property

Education
University of South Carolina-Columbia   1992 — 1996
BA, English/Philosophy

Laurie Janssen Laurie Janssen Greater Minneapolis-St. Paul Area Details
Laurie Janssen's American Express Financial Advisors Experience February 2000 - May 2005
Job Experienced Financial Services Executive | Operations and Finance Leader
Industry Financial Services
Experience
Allianz Life  June 2015 - Present
Joern, Samaha, Ryan and Associates, A Private Wealth Advisory Practice of Ameriprise Financial   June 2014 - September 2014
Ameriprise Financial Services, Inc.   May 2005 - May 2010
American Express Financial Advisors   February 2000 - May 2005
American Express Financial Advisors   July 1996 - February 2000

Skills
Financial Services, Insurance, Fixed Annuities, Leadership, Variable Annuities, Operations Management, Series 24, Enterprise Risk..., Project Planning, Sarbanes-Oxley, Series 7, Risk Management, Process Improvement, Operational Excellence, Accounting, Financial Analysis, Human Resources, Business Analysis, Finance, Teamwork, Operational Planning, Operating Budgets, Project Delivery, Business Continuity..., Research, Collaborative Problem..., Claims Management, Values-based Leadership, Trusted Business Partner, Program Management, Investments, Corporate Finance, Relationship Management, FLMI, Program Facilitation, Non-profit..., Fundraising, Managerial Finance, Forecasting, Capital & Expense..., Written Communication, Executive Reporting, Executive Financial..., Auditing, Third Party...

Education
University of St. Thomas   2015 — 2018
Master of Business Administration (MBA), Finance and Financial Management

University of Minnesota-Twin Cities

University of St. Thomas
Bachelor of Arts (B.A.), magna cum laude, Finance and Financial Management

Susan Kinder Susan Kinder Minneapolis, Minnesota Details
Susan Kinder's American Express Financial Advisors Experience 1985 - 1999
Job Retired business executive
Industry Financial Services
Experience
O'Leary & Grant   2004 - 2007
American Express  1999 - 2001
American Express Financial Advisors   1985 - 1999

Skills
Leadership Development, Financial Services, Human Resources, Strategic Planning, Employee Relations, Retirement Planning, Strategic Financial..., Strategy, Executive Search, Performance Management, Talent Management, Coaching, Leadership, Business Strategy, Executive Coaching, Succession Planning, Public Speaking

Education
University of Minnesota-Twin Cities

Mark Mikuta CPA CFP Mark Mikuta CPA CFP Richmond, Virginia Area Details
Mark Mikuta CPA CFP's American Express Financial Advisors Experience 1986 - 1987
Job Principal at Estate Settlement Solutions
Industry Financial Services
Experience
Estate Settlement Solutions   January 2008 - Present
Suntrust Mortgage  2005 - 2007
Dominion Capital, Inc   2001 - 2005
Dominion Capital, Inc   1994 - 2001
Dominion Resources, Inc  1987 - 1994
American Express Financial Advisors   1986 - 1987
Virginia Commonwealth University  1984 - 1986
Virginia Commonwealth University  1979 - 1984
Price Waterhouse Coopers  1976 - 1979

Skills
Tax, Financial Planning

Education
University of Richmond - Robins School of Business   1974 — 1976

Wesley

Dan Slothower Dan Slothower Plainsboro, New Jersey Details
Dan Slothower's American Express Financial Advisors Experience January 2000 - August 2001
Job Director, Technology Communications at American Express
Industry Financial Services
Experience
American Express  July 2001 - Present
American Express Financial Advisors   January 2000 - August 2001
American Express Financial Advisors   January 1993 - January 2000
IDS Financial Services  July 1986 - January 1993
Commercial West Magazine   December 1984 - August 1986
Boschwitz US Senate Campaign   March 1984 - December 1984
Camelot Communications  February 1982 - March 1984
Newspapers (various)   1979 - 1981

Education
The University of Montana   1976 — 1981
Journalism

Kelly Irlbeck Kelly Irlbeck San Francisco, California Details
Kelly Irlbeck's American Express Financial Advisors Experience May 2005 - August 2005
Job Financial Controller at Fuze, Inc.
Industry Accounting
Experience
Fuze, Inc.   April 2015 - Present
SALT Payments, Inc.   January 2015 - April 2015
Australia Post  December 2013 - November 2014
National Australia Bank  September 2013 - November 2013
Ernst & Young  September 2006 - July 2013
American Express Financial Advisors   May 2005 - August 2005

Skills
Auditing, IFRS, Financial Reporting, US GAAP, Consolidation, External Audit, Internal Controls, Financial Accounting, SEC filings, Accounting, Sarbanes-Oxley Act, Financial Analysis, Revenue Recognition, Control Environment, Internal Audit, Financial Audits

Education
University of Northern Iowa   2001 — 2006
Bachelor of Arts (B.A.), Accounting

Park Center High School   1998 — 2001

Craig A. Bane, CRPC Craig A. Bane, CRPC Minneapolis, Minnesota Details
Craig A. Bane, CRPC's American Express Financial Advisors Experience 2004 - 2008
Job Senior Vice President and Managing Partner, BANE O'LEARY, Cohost of "Americas Wealth Management Show"
Industry Financial Services
Experience
American Express Financial Advisors   2004 - 2008
Katun Corporation  2001 - 2003
G&K Services  1999 - 2001
3M  1981 - 1999

Education
University of Nebraska-Lincoln   1974 — 1981
BS, Finance

Neil Buhl, CFP®, ChFC® Neil Buhl, CFP®, ChFC® Charlotte, North Carolina Area Details
Neil Buhl, CFP®, ChFC®'s American Express Financial Advisors Experience June 1993 - August 1999
Job Director of Financial Planning, Central Advice Group at TIAACREF
Industry Financial Services
Experience
AXA Financial Services   January 2001 - December 2006
The Vanguard Group  September 1999 - December 2000
American Express Financial Advisors   June 1993 - August 1999

Education
University of Scranton   1989 — 1993

Cardinal Spellman High School   1985 — 1989

Jarrod Jay Skeggs Jarrod Jay Skeggs Flowery Branch, Georgia Details
Jarrod Jay Skeggs's American Express Financial Advisors Experience September 1996 - March 2001
Job Head Dude Over Everything at The Web Dude
Industry Internet
Experience
The Web Dude   June 2011 - Present
StudioD.tv - Domains and Web Hosting   January 2009 - Present
Digital Design Solutions, LLC   February 2006 - January 2010
SurgiLance, Inc.   March 2004 - February 2006
New Era Investments   April 2001 - December 2003
American Express Financial Advisors   September 1996 - March 2001

Skills
SEM, Social Media Marketing, Content Marketing, Content Strategy, Email Marketing, Marketing Communications, SEO, Social Media, Social Networking, E-commerce, Website Development, Custom Facebook Pages, Web Marketing, Online Marketing, Web Design, Facebook Marketing, Online Advertising, Digital Media, Wordpress, Marketing, WordPress, Small Business, Digital Strategy, Brand Development, Web Development, Strategic Partnerships, Facebook, Copywriting, Video Production

Education
University of Phoenix   2005 — 2007

Matt Redford, MBA Matt Redford, MBA Greater Atlanta Area Details
Matt Redford, MBA's American Express Financial Advisors Experience April 2000 - August 2001
Job Senior Product Manager at LexisNexis
Industry Financial Services
Experience
LexisNexis  June 2014 - Present
E*TRADE Financial  May 2010 - June 2014
E*TRADE Financial  January 2007 - August 2010
E*TRADE Financial  May 2006 - January 2007
Harrisdirect LLC  November 2003 - May 2006
Bisys Insurance Services  October 2001 - November 2003
American Express Financial Advisors   April 2000 - August 2001

Skills
Call Center, Process Improvement, Product Management, Telecommunications, Management, Customer Experience, Customer Service, Workforce Management, Financial Services, Business Analysis, Risk Management, Relationship Management, Cross-functional Team..., Salesforce.com, Training, Project Management, Call Centers, Business Process, CRM, Sales, Strategic Planning, Leadership, Analytics, Software Documentation, Analysis, Vendor Management, Portfolio Management

Education
University of Phoenix   2008 — 2009
Masters, Business Administration

University of Phoenix   2004 — 2008
Bachelors, Finance

Thomas Kettering, CFP® Thomas Kettering, CFP® Greater Atlanta Area Details
Thomas Kettering, CFP®'s American Express Financial Advisors Experience May 2000 - August 2002
Job Marketing Specialist
Industry Financial Services
Experience
oXYGen Financial Inc  March 2012 - June 2013
Thomas Kettering, CFP   April 2010 - February 2012
PPA Advisory Services,   September 2002 - February 2010
American Express Financial Advisors   May 2000 - August 2002
Hartford Life  January 2001 - February 2002

Skills
Financial Services, Employee Benefits, Negotiation, Estate Planning, Investments, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Strategies, Portfolio Management, Long-term Care

Education
University of Montana
Economics

Celeste Humes Celeste Humes Saint Paul, Minnesota Details
Celeste Humes's American Express Financial Advisors Experience 1995 - 2006
Job Senior Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
United Health Group  March 2009 - April 2010
Celeste Consutling Inc   October 2006 - November 2008
The Willow Group  2006 - 2008
American Express Financial Advisors   1995 - 2006

Skills
Program Management, Process Improvement, Project Management, Business Process, Leadership, PMO, Management, Risk Management, Team Leadership, Project Planning, Testing, Budgets, Software Documentation, Market Research, Training, Business Analysis, Software Project...

Education
University of Minnesota-Twin Cities   1979 — 1984
BS, Economics, Mathematics minor

Franklin B kellogg   1976 — 1979

Chris Siemens Chris Siemens Spokane, Washington Area Details
Chris Siemens's American Express Financial Advisors Experience 1992 - 1995
Job Managing Broker at Windermere Commercial
Industry Commercial Real Estate
Experience
Windermere City Group Commercial   August 2012 - Present
NAI Black  2006 - July 2012
Luna Restaurant   2010 - 2012
Conover Bond Development   2004 - 2006
Noodle Express Restaurants   1995 - 2004
American Express Financial Advisors   1992 - 1995

Skills
Real Estate, Restaurants, Hospitality, Commercial Leasing, Brokerage, Investment Properties, Real Estate Transactions, Commercial Real Estate, Investors, Sellers, Real Estate Development, Leases, Lease Administration, Property Management, Real Estate Economics, Location Intelligence, Corporate Real Estate, Marketing, Short Sales, Tenant, Luxury, Lease Negotiations, Negotiation, Land Acquisition, Rentals, Disposition, Relocation, Foreclosures, Apartments, Tenant Representation, Real Property, REO, Real Estate Financing, Sales, Property, Condos, Buyer Representation

Education
University of Montana   1985 — 1989
Business Administration

Deborah Benavides Deborah Benavides San Antonio, Texas Area Details
Deborah Benavides's American Express Financial Advisors Experience July 1999 - January 2001
Job HR Business Partner/Strategy/Employee Relations/Performance Management
Industry Human Resources
Experience
Rackspace, the #1 managed cloud company   June 2015 - Present
Time Warner Cable  December 2010 - May 2015
American Express  2007 - December 2010
American Express  July 2005 - October 2007
American Express  January 2002 - July 2005
American Express  January 2001 - January 2002
American Express Financial Advisors   July 1999 - January 2001
Metromedia Restaurant Group  July 1998 - July 1999
Wickes Furniture  January 1991 - July 1998

Skills
Executive Coaching, Business Consulting, Strategic Planning, Talent Acquisition, Change Leadership, Employee Relations, Employee Engagement, Policy Analysis, HR Policies, Policy Writing, Employee Benefits, Contact Center Design, HR Business Partnering, Talent Management, Employee Training, Project Management, Vendor Management, Problem Solving, Motivation, Change Management, Creative Solutions, Emotional Intelligence, Human Resources, Personnel Management, Coaching, Leadership Development, Performance Management, Employment Law, Leadership, Training, Policy, FMLA, Onboarding, Temporary Placement, Succession Planning, Workforce Planning, Management, HRIS, Program Management, Payroll, Benefits Administration, Organizational..., Organizational Design, New Hire Orientations, Organizational..., College Recruiting, Applicant Tracking..., HR Consulting, Interviews, Employer Branding

Education
University of Phoenix   2004 — 2006
Bachelor of Science Degree, Business Management (BSB/M)

National Employment Law Institute   2003 — 2005
Institute of Applied, Management and Law

Robert Parmley Robert Parmley Gilbert, Arizona Details
Robert Parmley's American Express Financial Advisors Experience September 2001 - August 2002
Job Business Specialist, Consultant
Industry Investment Management
Experience
Capstone Financial, LLC / Equity Investco, LLC   June 2012 - March 2015
Delp & Company / Delife, LLC   January 2011 - June 2012
Frey & McCue, PLLC / Capital Legal Services, Inc.   November 2002 - January 2011
American Express Financial Advisors   September 2001 - August 2002

Skills
Portfolio Management, Finance, Banking, Management, Loans, Estate Planning, Mortgage Lending, Investor Relations, Life Insurance, Client Relations

Education
University of Nebraska-Lincoln   1999 — 2001
Master of Business Administration (M.B.A.), Finance

University of Nebraska-Lincoln   1995 — 1999
Bachelor’s Degree, Finance

Nicholas Castellano Nicholas Castellano Temecula, California Details
Nicholas Castellano's American Express Financial Advisors Experience June 1998 - July 2000
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch  January 2008 - September 2013
Marine Corps  January 2003 - January 2008
Franklin National Financial Group, LLC   May 2002 - December 2002
Conseco Finance  July 2001 - May 2002
Partsbase.Com  July 2000 - July 2001
American Express Financial Advisors   June 1998 - July 2000

Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services, Management, Marine Corps

Education
University of Phoenix   2005 — 2007
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.74 GPA

John Meara John Meara Greater St. Louis Area Details
John Meara's American Express Financial Advisors Experience 1995 - 1997
Job Portfolio Manager and CoFounder, Argent
Industry Financial Services
Experience
Argent Capital Management LLC   1998 - Present
Commerce Bancshares, Inc.   1997 - 1998
American Express Financial Advisors   1995 - 1997
Waddell & Reed  1992 - 1995

Skills
Portfolio Management, Equities, Investments, Asset Management, Asset Managment, Investment Management, Equity Research, Valuation

Education
University of Missouri-Columbia   1985 — 1989

Stephanie Fuerniss Stephanie Fuerniss Minneapolis, Minnesota Details
Stephanie Fuerniss's American Express Financial Advisors Experience January 1997 - January 1999
Job Marketing & Communications. Digital Content. Customer Experience. Social Media
Industry Marketing and Advertising
Experience
Independent  June 2015 - Present
Prime Therapeutics  March 2013 - June 2015
Capella University  January 2009 - March 2013
Ameriprise Financial Services, Inc.   January 1997 - June 2008
RiverSource  January 1999 - January 2006
American Express Financial Advisors   January 1997 - January 1999

Skills
Writing for the Web, Web editing, Web Content Management, Social Media, Online Communities, Content Management, Corporate Communications, Editing, Blogging, Social Networking, Web Content, Writing, Marketing Communications, Event Planning, Internal Communications, Copy Editing, Proofreading, Public Relations, Strategic Communications, Event Management, Community Management, AP Style, Ap Style, WordPress, Marketing, Social Media Marketing, Community Sites, User Experience, Press Releases, Editorial, Marketing Strategy, Video, Web Editing, Content Strategy, Web Design, Leadership, Facebook, Copywriting, Newsletters, Community Development, Digital Media, CMS, Nonprofits, Dreamweaver, Email Marketing, Strategy, Content Development, Online Marketing, CRM, YouTube

Education
University of Minnesota-Twin Cities   1987 — 1992
Bachelor of Arts, Mass Communications

Vermillion highschool

Jessica Skelton Jessica Skelton Perkiomenville, Pennsylvania Details
Jessica Skelton's American Express Financial Advisors Experience 1992 - 1999
Job Director, Representative Development at Campisi Financial Network
Industry Financial Services
Experience
Campisi Financial Network   August 2012 - Present
Ingredients for Wellness, LLC   June 2011 - Present
National Brokerage Associates, Inc.   September 2010 - June 2011
Coventry  October 2002 - September 2010
Wells Fargo  2001 - 2002
Banc One Securities  1999 - 2001
American Express Financial Advisors   1992 - 1999

Skills
Strategic Financial..., Insurance, Fixed Annuities, Disability Insurance, Investments, Life Insurance, Sales Operations, Marketing, Financial Planning, Retirement Planning, Financial Advisory, Account Management, Long-term Care, Financial Planners

Education
University of Montevallo
BS, Communication Sciences & Disorders

Richard Rivera Richard Rivera Boston, Massachusetts Details
Richard Rivera's American Express Financial Advisors Experience February 1997 - June 1999
Job Vice President Branch Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   November 2014 - Present
Charles Schwab  September 2013 - October 2014
Charles Schwab  October 2001 - September 2013
Charles Schwab  June 1999 - October 2001
American Express Financial Advisors   February 1997 - June 1999
PaineWebber  January 1996 - August 1996

Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Life, Accident & Health, Member: CFA Institute, Growth Plan Execution, Talent Management, National Leadership, Supervisory and Risk...

Education
University of Rhode Island   1991 — 1995
Bachelor's Degree, Economics and Political Science

New Fairfield High School   1987 — 1991

Amy Koenig Amy Koenig Greater Omaha Area Details
Amy Koenig's American Express Financial Advisors Experience January 2004 - November 2004
Job Manager of Strategic Projects & Certified Leadership Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance  December 2004 - Present
American Express Financial Advisors   January 2004 - November 2004
RBC Wealth Management  July 1998 - July 2003
Robert W. Baird & Co.   1996 - July 1998
Kirkpatrick Pettis  1994 - 1996

Education
University of Northern Iowa   1989 — 1992
Bachelor of Arts (B.A.), Mathematics

Jennifer Guadiz Jennifer Guadiz Worcester, Massachusetts Details
Jennifer Guadiz's American Express Financial Advisors Experience 1999 - 2001
Job Financial Advisor, Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2010 - Present
Smith Barney  2005 - 2010
Morgan Stanley  2001 - 2005
American Express Financial Advisors   1999 - 2001

Skills
Retirement, Retirement Planning, 401(k) rollovers, Insurance, Investments, Securities, Mutual Funds, Tax-Efficient Strategies, Financial Services, Annuities, Multigenerational..., Investment Planning, Risk Management, Retirement Savings

Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration - Magna Cum Laude

Richard Ponce Richard Ponce Orange County, California Area Details
Richard Ponce's American Express Financial Advisors Experience 2000 - 2002
Job Regional Compliance Officer at Centaurus Financial®
Industry Financial Services
Experience
Centaurus Financial®  September 2010 - Present
Ponce Income Tax   January 1976 - Present
National Credit Union Administration  June 2009 - June 2010
Save N Sell Realty   2006 - 2009
Advisors and Brokers Regulatory Services   2008 - 2008
American Express Financial Advisors   2000 - 2002
U.S. Securities and Exchange Commission   July 1991 - November 1999
National Association of Securities Dealers, Inc.   February 1988 - July 1991

Skills
Securities, Mutual Funds, Retirement Planning, FINRA, Financial Services, Series 7, Investment Advisory, Investments, Series 24, Tax, Risk Management, Insurance, Fixed Annuities, Accounting, Financial Planners, Finance, Fixed Income, Equities, Trading, Life Insurance, Investment Strategies, Alternative Investments, AML, Wealth Management, Hedge Funds, Estate Planning, Series 63, Portfolio Management, Asset Management, Asset Allocation, Retirement, Small Business, Financial Advisory

Education
University of Phoenix-Southern California Campus   1998 — 2001
Master of Business Administration, Business, 3.82

California State University, Los Angeles   1984 — 1987
Bachelor of Science in Business Administration (BSBA), Finance, 2.9

John Marshall High School   1977 — 1980
High School Diploma, General Studies

Sylvia Cuadrado Sylvia Cuadrado Greater New York City Area Details
Sylvia Cuadrado's American Express Financial Advisors Experience 2004 - 2005
Job Supervising Manuscript Coordinator at Rockefeller University Press
Industry Publishing
Experience
Rockefeller University Press  November 2009 - Present
Rockefeller University Press  December 2006 - November 2009
Rockefeller University Press  November 2005 - November 2006
American Express Financial Advisors   2004 - 2005

Education
University of New Hampshire   1999 — 2004
Bachelor of Arts (BA), English

Sher Kyweriga Sher Kyweriga Greater Minneapolis-St. Paul Area Details
Sher Kyweriga's American Express Financial Advisors Experience 2003 - 2004
Job Change Management Consultant
Industry Management Consulting
Experience
People Change Management   March 2012 - Present
MakeMusic  March 2010 - March 2012
Leader's Theatre   April 2007 - May 2010
Thrivent Financial for Lutherans  2005 - 2007
American Express Financial Advisors   2003 - 2004
Mercer HR Consulting  February 2001 - January 2003
Woodward  December 1998 - January 2001
GE Capital  March 1997 - December 1998

Skills
Marketing Communications, Marketing Strategy, Strategic Communications, Change Management, Writing, Corporate Communications, Leadership, Leadership Development, Integrated Marketing, Strategic Planning, Copywriting, Business Strategy, Internal Communications, Budgets, Cross-functional Team..., Marketing, Analysis, Social Media, Workshop Facilitation, Management Consulting, Product Marketing, Direct Marketing, Team Leadership, Project Management, Business Development, Social Media Marketing, Marketing Management, Organizational..., Entrepreneurship, Competitive Analysis, Integration, Proposal Writing, Thought Leadership, Management, Project Planning, Program Management, Executive Management, Public Relations, Coaching, Public Speaking, Executive Coaching, Training, CRM, SEO, Team Building, Human Resources, Communication Training, Sales, Communications Planning

Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Communications

Lance Bryan Lance Bryan Los Angeles, California Details
Lance Bryan's American Express Financial Advisors Experience 2002 - 2005
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  March 2005 - Present
American Express Financial Advisors   2002 - 2005

Skills
High Net Worth..., Finance, Series 7, Investments, Wealth

Education
University of Northern Colorado   1998 — 2002
Bachelor of Science (B.S.), Business Administration/Finance

Michael Del Vaglio Michael Del Vaglio Greater Seattle Area Details
Michael Del Vaglio's American Express Financial Advisors Experience 1988 - 1990
Job Senior Sales Engineer at CenturyLink NW Sales Engineering
Industry Telecommunications
Experience
CenturyLink  May 2000 - Present
Federal Network Services  1993 - 2000
American Express Financial Advisors   1988 - 1990

Skills
Cisco Technologies, VoIP, Juniper, MPLS, Unified Communications, Managed Services, Ethernet, Telecommunications, SIP Trunking, Co-location, Solution Selling, Telephony, WAN, SIP, Cloud Computing, Data Center, Metro Ethernet, Network Design, LAN-WAN, Network Architecture, Switches, Sales Engineering, Professional Services

Education
University of Phoenix   2000 — 2003
BS, Business- eBusiness

University of Washington   1977 — 1982

Chad Michael Holt Chad Michael Holt Marshall, Michigan Details
Chad Michael Holt's American Express Financial Advisors Experience November 2002 - November 2004
Job Superintendent at Mar Lee School District
Industry Primary/Secondary Education
Experience
Mar Lee School District   July 2014 - Present
Mar Lee School   August 2012 - June 2014
Kanawha County Schools  August 2011 - August 2012
West Virginia Department of Education  2011 - December 2011
Kanawha County Schools  January 2007 - May 2011
Duval County Public Schools  November 2004 - December 2006
American Express Financial Advisors   November 2002 - November 2004
Duval County Public Schools  November 1997 - November 2002

Skills
Classroom, Elementary Education, RTI, Professional Learning..., DIBELS, Positive Behavior..., Educational Leadership, K-12, Curriculum Design, Curriculum Development, Educational Technology, Special Education

Education
University of North Florida   1999 — 2001
MA, Educational Leadership

West Virginia University   1992 — 1995
BS, Phys. Ed.

Steve Logterman Steve Logterman Greater Minneapolis-St. Paul Area Details
Steve Logterman's American Express Financial Advisors Experience 1998 - 2001
Job Vice President at Fidelity Bank
Industry Banking
Experience
Fidelity Bank MN   November 2001 - Present
American Express Financial Advisors   1998 - 2001

Skills
Mergers, Working Capital..., Business Planning, Financial Analysis, Internal Controls, Banking, Mergers & Acquisitions, Credit, Strategy, Finance, Funding, Commercial Banking, Loans, Commercial Lending, Strategic Planning, Entrepreneurship, Risk Management, Business Development, Small Business Lending, Leadership, Cash Management, Asset Based Lending, Credit Analysis, Due Diligence, Investments, Corporate Finance, Executive Management, Strategic Financial..., Small Business, Financial Modeling, Private Equity

Education
University of Minnesota-Twin Cities   1994 — 1998

University of Wisconsin-Green Bay   1993 — 1994

Vivian Iler Vivian Iler Minnetonka, Minnesota Details
Vivian Iler's American Express Financial Advisors Experience 1990 - 2005
Job Sr. Business Analyst
Industry Financial Services
Experience
Allianz Life  January 2015 - Present
Three Bridge Consuting   October 2014 - January 2015
Fulcrum Consulting  January 2014 - July 2014
Ameriprise Financial Services, Inc.   2006 - 2012
American Express Financial Advisors   1990 - 2005

Skills
Requirements Gathering, Test Planning, User Acceptance Testing, Requirements..., Visio, Pacbase, Fileaid, TSO, Syncsort, Outlook, Microsoft Word, Microsoft Excel, COBOLII, Peer Mentoring, Data Analysis, Problem Solving, Business Analysis, SDLC, Requirements Analysis, Software Documentation, Vendor Management, PMO, SharePoint, Data Modeling

Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Mathematics

Amanda Doolittle Amanda Doolittle Greater St. Louis Area Details
Amanda Doolittle's American Express Financial Advisors Experience October 2002 - September 2004
Job Marketing Manager at Connectria
Industry Information Technology and Services
Experience
Connectria  September 2004 - Present
American Express Financial Advisors   October 2002 - September 2004
Outrider  January 2001 - October 2002
Phoenix Networks  March 2000 - December 2000
Touchwood   June 1999 - March 2000

Skills
Online Advertising, Digital Marketing, SEM, Marketing, Social Media Marketing, Email Marketing, Integrated Marketing, Project Management, Product Management, SEO, E-commerce, CRM, Salesforce.com

Education
University of Missouri-Columbia   1994 — 1998
Bachelor of Journalism, Advertising

Stephanie Semanko Stephanie Semanko Greater Minneapolis-St. Paul Area Details
Stephanie Semanko's American Express Financial Advisors Experience June 1999 - June 2002
Job Director of Business Development at DECO, Inc
Industry Security and Investigations
Experience
DECO, Inc  July 2004 - Present
Elite Edge Productions   June 2004 - Present
Comm-Works  July 2002 - January 2004
American Express Financial Advisors   June 1999 - June 2002

Skills
Event Management, Proposal Writing, Business Development, Editing, Video Production, Program Management, Security, Security Clearance, Operations Management, Leadership, Organizational..., Leadership Development, Strategy, Strategic Planning, Project Planning, Military, Government, Management, Team Building, Training, New Business Development, Policy, DoD, Team Leadership, Government Contracting, Corporate Security, Emergency Management, Risk Management, Security Operations, Crisis Management, Process Improvement, Intelligence, Physical Security, Private Investigations, Counterterrorism, Defense, Security Management, Surveillance, Change Management, Command, Executive Management, Executive Protection, Army, Risk Assessment, Project Management, Homeland Security, Budgets, Weapons, Tactics, Close Protection

Education
Antigo High School

University of Minnesota-Twin Cities
BA, Mass Communications-Advertising

Kimberly Mikrot Kimberly Mikrot Minneapolis, Minnesota Details
Kimberly Mikrot's American Express Financial Advisors Experience August 2000 - December 2005
Job Director People, Culture and Corporate Support Communications at U.S. Bank
Industry Banking
Experience
U.S. Bank   January 2015 - Present
U.S. Bank   March 2014 - Present
Target  September 2010 - March 2014
Ameriprise Financial Services, Inc.   July 2008 - September 2010
Golden Girl Homes   August 2009 - August 2010
Ameriprise Financial  January 2006 - June 2008
American Express Financial Advisors   August 2000 - December 2005

Skills
Internal Communications, Strategic Communications, Employee Engagement, Employee Benefits, Talent Management, Change Management, Strategy, Corporate Communications, Organizational..., Leadership, Editing, Web Content Management, Communications Planning, Human Resources, Communications Strategy, Organizational Change, Writing, Executive Communications, HR Strategy, Employee Surveys, Technical Writing, Retirement Plans, Speech Writing, Management

Education
University of Minnesota-Twin Cities   1993 — 1999
B.A., English

Jennifer LoVullo Jennifer LoVullo Greater San Diego Area Details
Jennifer LoVullo's American Express Financial Advisors Experience 1991 - 1996
Job Human Resources Professional
Industry Human Resources
Experience
DIG Corporation  July 2001 - January 2007
Peregrine Systems  2001 - 2001
Prudential Financial  1996 - 2001
American Express Financial Advisors   1991 - 1996

Skills
HR Policies

Education
University of Richmond
BA, Psychology and Business

University of San Diego
Human Resources Management

Matthew Peterson, CFA Matthew Peterson, CFA Greater Los Angeles Area Details
Matthew Peterson, CFA's American Express Financial Advisors Experience 2000 - 2002
Job Managing Partner at Peterson Capital Management, LLC
Industry Capital Markets
Experience
Peterson Capital Management, LLC   December 2010 - Present
Diamond Management and Technology Consultants  January 2004 - November 2010
Goldman Sachs  February 2004 - September 2010
American Express Financial Advisors   2000 - 2002
American Express Financial Advisors   2000 - 2002

Skills
Trading Systems, Project Portfolio..., Financial Modeling, Econometrics, Equities, Data Mining, Financial Forecasting, Derivatives, Fixed Income, Asset Managment, Investments, Trading, Asset Management, Financial Risk, Strategy, Hedge Funds, Finance, Management, Management Consulting, Valuation, Financial Analysis

Education
University of Puget Sound   1998 — 2002
Bachelor of Science, Economics, Mathematics

Scott Keppel Scott Keppel Phoenix, Arizona Area Details
Scott Keppel's American Express Financial Advisors Experience 2002 - 2003
Job Sr.Manager Corporate Compliance Surveillance and Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2015 - Present
Charles Schwab  September 2012 - Present
Charles Schwab  January 2006 - August 2012
Charles Schwab  April 2003 - January 2006
American Express Financial Advisors   2002 - 2003
Charles Schwab  1999 - 2001

Skills
Series 7, Series 63, series 8 (9/10)

Education
University of Pittsburgh   1990 — 1994
BA, English Writing

Claire Kolmodin Claire Kolmodin Greater Minneapolis-St. Paul Area Details
Claire Kolmodin's American Express Financial Advisors Experience 1986 - 2005
Job Industrial/Organizational Psychologist with experience in change management
Industry Financial Services
Experience
American Express Financial Advisors   1986 - 2005

Education
University of Minnesota-Twin Cities

Cheryl Thomas Cheryl Thomas Greater Minneapolis-St. Paul Area Details
Cheryl Thomas's American Express Financial Advisors Experience July 1996 - October 2000
Job Vice President Human Resources at Wings Financial Credit Union
Industry Human Resources
Experience
Wings Financial Credit Union  December 2013 - Present
Thrivent Financial  August 2008 - December 2013
Ameriprise Financial  December 2005 - October 2007
Ameriprise Financial Advisors  November 2000 - December 2005
American Express Financial Advisors   July 1996 - October 2000
American Express Financial Advisors   1997 - 1999
American Express Financial Advisors   1993 - 1997
American Express Financial Advisors   1990 - 1993

Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Relations, Human Resources, Personnel Management, Workforce Planning, Change Management, Employee Training, Leadership, Coaching, Employee Benefits, Vendor Management, Team Building, Strategic Human...

Education
University of Minnesota-Twin Cities
BA

Jacob Schindler Jacob Schindler Madison, Wisconsin Area Details
Jacob Schindler's American Express Financial Advisors Experience September 2001 - April 2003
Job Senior Legislative Analyst at Wisconsin Legislative Audit Bureau
Industry Public Policy
Experience
Wisconsin Legislative Audit Bureau  June 2010 - Present
UW-Madison  September 2009 - August 2010
Regent Realty & Mortgage, LLC   July 2002 - December 2008
American Express Financial Advisors   September 2001 - April 2003

Skills
Data Analysis, Document Drafting, Program Evaluation, Government, Qualitative Research, Research, Program Management, Medicaid, Policy Analysis, Public Policy, Stata, Policy, Legal Research, ArcGIS, Financial Analysis, Quantitative Analytics

Education
University of Wisconsin-Madison   2008 — 2010
Master of Public Affairs

University of Oklahoma   1996 — 2001
BBA, International Business

Jeff Weaver Jeff Weaver Las Vegas, Nevada Details
Jeff Weaver's American Express Financial Advisors Experience 2004 - 2006
Job VP Sales & Marketing at ProCore Sports Nutrition
Industry Health, Wellness and Fitness
Experience
ProCore Sports Nutrition   December 2013 - Present
ProCore Sports Nutrition   October 2011 - December 2013
US Foodservice  August 2009 - October 2011
Kelly Capital  September 2007 - July 2008
American Express Financial Advisors   2004 - 2006
Panevino   2003 - 2004
Max Restaurant and Lounge   2003 - 2003
Evans Hotels  2002 - 2003
Hilton Hotels  2000 - 2002

Skills
Food & Beverage, Hospitality, Hotels, Resorts, Business Development, Event Management, Hospitality Management, Marketing, Forecasting, Revenue & Profit Growth, Strategic Financial..., Distressed Debt, Restaurants, Sales Management, Social Media Marketing, Sales Operations, Trade Shows

Education
University of Nevada-Las Vegas   1994 — 2000
BS, Hotel Administration

Robin Wieskus Robin Wieskus Greater Minneapolis-St. Paul Area Details
Robin Wieskus's American Express Financial Advisors Experience 2001 - 2003
Job Clinical Trial Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific  June 2015 - Present
East Ashley Studio   November 2010 - Present
Boston Scientific  June 2011 - June 2015
Boston Scientific  January 2009 - June 2011
Boston Scientific  April 2006 - December 2008
Boston Scientific  2003 - 2006
American Express Financial Advisors   2001 - 2003
American Express Financial Advisors   2000 - 2001

Skills
Medical Devices, ISO 13485, Illustration

Education
University of Oklahoma - Price College of Business   1995 — 2000
Business Administration, Management Information Systems

Troy Laigast Troy Laigast Austin, Texas Area Details
Troy Laigast's American Express Financial Advisors Experience May 2002 - October 2003
Job Experienced Financial Professional
Industry Financial Services
Experience
Farm Credit Bank of Texas  January 2012 - Present
Rotary Club  January 2010 - December 2011
Comerica Bank  July 2008 - December 2011
JPMorgan Chase  November 2003 - June 2008
American Express Financial Advisors   May 2002 - October 2003

Skills
Visual Basic Programming, Microsoft Office Suite, PL/SQL, Quickbooks, Cash Management, Financial Analysis, Financial Advisory, Customer Negotiations, Customer Relations, Customer Acquisition, Excel, Access, Accounts Payable, Accounts Receivable, Key Account Management, Regulatory Compliance, Oracle SQL, VB.NET, HTML + CSS, Accounting, Banking, Small Business Lending, Credit, Analysis, Retail Banking, Loans, Oracle, HTML, Treasury Management, Finance, Compliance, Consumer Lending, Commercial Lending, Credit Analysis, Microsoft Excel, Strategic Financial..., Risk Management, Portfolio Management, Lines Of Credit, Financial Services, Commercial Banking, Business Planning

Education
St. Edward's University   2012 — 2013
MBA, Finance

University of New Orleans   2000 — 2002
Bachelor of Science, Finance

Post-Baccalaureate Studies

BJ Lanier BJ Lanier New Orleans, Louisiana Details
BJ Lanier's American Express Financial Advisors Experience September 2004 - February 2005
Job Medical Specialties Manager Nephrology/Pulmonary at Ochsner Health System
Industry Hospital & Health Care
Experience
Ochsner Health System  April 2015 - Present
Kids for the Future, Inc.   January 2014 - April 2015
WellPoint  February 2013 - January 2014
OptumInsight  May 2007 - February 2013
AIM Healthcare  March 2005 - May 2007
American Express Financial Advisors   September 2004 - February 2005

Skills
Health Insurance, Insurance, Profit, Telephone Skills, Credit, Project Management, Operations Management, Management, Budgets, Change Management, Healthcare, Process Improvement

Education
University of Mississippi   2000 — 2004
Bachelor's, Business Administration; Marketing

Bonnie Fischer Bonnie Fischer Raleigh-Durham, North Carolina Area Details
Bonnie Fischer's American Express Financial Advisors Experience 1995 - 1999
Job Financial Advisor at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments  Financial AdvisorRBC Dain Rauscher1999 - 2003
American Express Financial Advisors   1995 - 1999

Education
University of South Florida

Margene Bauhs Margene Bauhs Greater Minneapolis-St. Paul Area Details
Margene Bauhs's American Express Financial Advisors Experience 1985 - 1997
Job Home Management consultant
Industry Management Consulting
Experience
Bauhs Consulting   March 2012 - Present
Weight Watchers  October 2003 - March 2012
American Express Financial Advisors   1985 - 1997

Skills
Public Speaking, Coaching, Customer Service, Team Building, Event Planning, Community Outreach, Leadership Development, Teaching, Management, Team Leadership, Strategic Planning, Microsoft Office, Project Management, Process Improvement, Sales

Education
University of Minnesota-Twin Cities   1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General

Portage Turner High School   1972 — 1976

Dave Pelner Dave Pelner Greater Minneapolis-St. Paul Area Details
Dave Pelner's American Express Financial Advisors Experience 1994 - 1995
Job Senior Director, Workplace Development
Industry Real Estate
Experience
UnitedHealth Group  August 2011 - Present
NorthMarq  2009 - August 2011
CB Richard Ellis  January 2007 - January 2009
Trammell Crow Company  June 2000 - December 2007
American Express  1997 - 2000
American Express  1995 - 1997
American Express Financial Advisors   1994 - 1995
American Express Financial Advisors (formerly IDS Financial Services)   1989 - 1994

Skills
Real Estate Development, Disposition, Leadership, Location Intelligence, Corporate Real Estate, Contract Negotiation, Portfolio Management, Real Estate Transactions, Sales, Management, Due Diligence, Project Management, Construction, Negotiation, Strategic Planning, Real Estate, Vendor Management, Contract Management, Microsoft Office, Selling, Asset Management, Team Building, Business Development, Leases, Commercial Real Estate, Retail, Facilities Management, Construction Management, New Business Development, Business Strategy, Marketing, Account Management, Property Management, Budgets, Process Improvement, Customer Service, Financial Analysis, Mergers, Strategy

Education
University of Minnesota-Twin Cities   1982 — 1987
BA, Architecture

Tony Borash Tony Borash San Francisco Bay Area Details
Tony Borash's American Express Financial Advisors Experience October 2000 - November 2002
Job Senior Director of Client Relations at Samuel Merritt University
Industry Education Management
Experience
Synergis Education, Inc.   July 2015 - Present
Samuel Merritt University  May 2015 - Present
Unitek College  November 2013 - April 2015
Empowered Careers~ Empowered UCLA Extension   August 2013 - November 2013
Anthem College  September 2012 - February 2013
Kaplan College  December 2009 - June 2012
DeVry University  December 2008 - December 2009
University of Phoenix  April 2002 - November 2008
American Express Financial Advisors   October 2000 - November 2002

Skills
Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Affairs, Campus, Adult Education, Staff Development, Leadership Development, Educational Leadership, Curriculum Development, Retaining Customers, Curriculum Design, Career Development, Public Speaking, Teaching, Conflict Resolution, Critical Thinking, Distance Learning, E-Learning, Leadership, Coaching, Human Resources, Training, Management, Program Management, Career Counseling, Resume Writing, Time Management, Interviews, Student Recruiting, Student Engagement, Academic Administration, Academic Advising, Student Development, Instructional Design, Team Leadership, CampusVue, Policy, College Recruiting, Customer Retention

Education
University of Phoenix   2002 — 2004
MBA, MBA, MSP

University of St. Thomas   1996 — 2000
BA, Economics

Roseville   1993 — 1996

Brien Link Brien Link Greater Minneapolis-St. Paul Area Details
Brien Link's American Express Financial Advisors Experience 1996 - 2005
Job Manager at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial  2005 - Present
American Express Financial Advisors   1996 - 2005
Cooper Law Firm   1995 - 1996

Education
Minnesota Paralegal Institute   1995 — 1995
Paralegal Certificate

University of Minnesota-Twin Cities
BIS, Liberal Arts

Judy Linde Judy Linde Greater Minneapolis-St. Paul Area Details
Judy Linde's American Express Financial Advisors Experience June 1990 - October 1995
Job Business Administration at Image Manipulation Systems
Industry Telecommunications
Experience
Image Manipulation Systems   October 1995 - Present
American Express Financial Advisors   June 1990 - October 1995
Control Data Corporation  1982 - 1990

Skills
Software Development, Databases, Software Engineering, Team Leadership, Testing, Microsoft Office, Software Documentation

Education
University of St. Thomas   1984 — 1987
M.S., Software Engineering

University of Minnesota-Twin Cities   1978 — 1982
B.A., Computer Science

Jasonn Potter Jasonn Potter Greater Salt Lake City Area Details
Jasonn Potter's American Express Financial Advisors Experience January 2000 - March 2005
Job Managing Director, Emerging Markets
Industry Financial Services
Experience
MassMutual Financial Group  Senior Vice President401k Advisors IntermountainJanuary 2014 - December 2014
The Guardian Life Insurance Company of America  June 2012 - January 2014
The Standard  March 2005 - June 2012
American Express Financial Advisors   January 2000 - March 2005
Anaheim Ducks  2000 - 2000

Skills
Retirement, Retirement Services, Investments, ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Series 7, Retirement Plan..., Retirement Planning, Series 6, Series 63

Education
University of Oregon - Charles H. Lundquist College of Business   1993 — 1997
BA, Finance

University of Oregon
Bachelor of Science (B.S.), Business Administration and Management, General

Jason Ray Zattler Jason Ray Zattler Greater Minneapolis-St. Paul Area Details
Jason Ray Zattler's American Express Financial Advisors Experience July 1995 - September 2002
Job Independent Insurance Agent at Wiser Insurance Agency
Industry Insurance
Experience
Wiser Insurance Agency (Independent Insurance Agency)   2011 - Present
BCS Insurance Company   February 2007 - April 2011
Willis of Minnesota  November 2006 - February 2007
Allianz Life Insurance Company of North America  September 2002 - June 2006
American Express Financial Advisors   July 1995 - September 2002

Skills
Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Trade Show..., Customer Service, Training, Sales, Real Estate, Marketing, Brokers, Sales Management, Insurance, Employee Benefits

Education
University of Phoenix   2005 — 2008
Business, Management, Marketing, and Related Support Services

LOMA   2007 — 2007
Insurance Certificates, 280, 290, 301 & 310

State of Minnesota   2007 — 2007
MN Insurance License, Property, Casualty, Life, Accident, Health, LTC

Cathie Brower Cathie Brower Las Vegas, Nevada Area Details
Cathie Brower's American Express Financial Advisors Experience 2003 - 2003
Job Financial Advisor at Cornerstone Financial Partners, Ltd
Industry Financial Services
Experience
CLB Insurance and Financial Services, Inc., An Affiliate of Cornerstone Financial Partners, Ltd.   December 2006 - Present
New England Financial  January 2004 - December 2006
American Express Financial Advisors   2003 - 2003

Skills
Long-term Care, Insurance, Long Term Care, Disability Insurance

Education
Long Beach City College   1981 — 1983
AA, General

University of Nevada-Las Vegas

Pamela Rikkers Pamela Rikkers Greater Minneapolis-St. Paul Area Details
Pamela Rikkers's American Express Financial Advisors Experience March 1986 - September 1999
Job HR Manager, Enterprise Payroll at Best Buy
Industry Retail
Experience
Best Buy  ConsultantPamela Rikkers and AssociatesJune 2002 - December 2005
American Express Financial Advisors   March 1986 - September 1999

Skills
Performance Management, Succession Planning, Human Resources, Onboarding, Payroll, Employee Engagement

Education
University of Minnesota-Twin Cities
BA, Communication

Del Rae Rolfes Del Rae Rolfes Phoenix, Arizona Details
Del Rae Rolfes's American Express Financial Advisors Experience 1995 - 2005
Job Operations Manager Five Peaks Financial Consulting, Inc.
Industry Financial Services
Experience
Five Peaks Financial Consulting, Inc   January 2010 - Present
American Express  2008 - 2009
American Express Financial Advisors   1995 - 2005

Skills
Vendor Management, Training, Program Management, Business Analysis, Organizational..., Change Management, Leadership Development, Process Improvement, Leadership, Business Process..., Employee Engagement, Performance Management

Education
University of Nebraska-Lincoln
BS, Education

Dana Pieper Dana Pieper Cedar Rapids, Iowa Area Details
Dana Pieper's American Express Financial Advisors Experience July 1993 - December 2000
Job Program Manager at Wabtec Railway Electronics
Industry Computer Software
Experience
Wabtec Railway Electronics  January 2001 - Present
American Express Financial Advisors   July 1993 - December 2000

Skills
Software Project..., Program Management, Integration, Systems Engineering, Requirements Analysis, MS Project, Process Improvement, Testing, PMO, Software Development, Scheduling, System Testing, Subcontracts Management, Quality Assurance, Microsoft Project, Project Management, Software Documentation, Management

Education
University of Northern Iowa   1988 — 1993

Gina Holje Gina Holje Greater Minneapolis-St. Paul Area Details
Gina Holje's American Express Financial Advisors Experience 1998 - 2000
Job VP, Product Development Managed Accounts at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  August 2004 - Present
Ameriprise Financial Services, Inc.   2004 - Present
Capital Professional Advisors   December 2001 - August 2004
SSC Consulting   February 2001 - December 2001
HorizonGuide   September 2000 - February 2001
American Express Financial Advisors   1998 - 2000
Wells Fargo  September 1990 - June 1998

Skills
Product Management, Wealth Management, Series 7, Mutual Funds, Business Development, Financial Services, Series 66, Series 24

Education
University of Minnesota-Twin Cities   1981 — 1984
BA, International Relations

Maureen Pettirossi Maureen Pettirossi Greater Boston Area Details
Maureen Pettirossi's American Express Financial Advisors Experience 1999 - 2002
Job Assoc. Director, Global Equity Portfolio Mgmt at Wellington Management
Industry Financial Services
Experience
Wellington Management  2013 - Present
Wellington Management  2009 - 2013
MFS Investment Management  2005 - 2008
MFS Investment Management  2002 - 2005
American Express Financial Advisors   1999 - 2002
Wilke/Thompson Capital Management   1997 - 2000
Dain Bosworth  1990 - 1997

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1983 — 1987
BS, Business Administration, Finance

Jill Reamer Jill Reamer Greater Minneapolis-St. Paul Area Details
Jill Reamer's American Express Financial Advisors Experience 2003 - 2007
Job VP Field Implementation
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial Services, Inc.   2007 - 2009
American Express Financial Advisors   2003 - 2007

Skills
Sales, Six Sigma, Project Management, Relationship Management, Marketing Strategy, Leadership, Strategy, Investments, Retirement Planning, Series 7, Mutual Funds, Event Management, Vendor Management, Change Management, Financial Services, Financial Planning, Securities, Finance, Business Strategy, Wealth Management, Program Management, Cross-functional Team..., Insurance, Strategic Financial...

Education
University of Saint Catherine   2009 — 2013
Masters of Organizational Leadership

University of Minnesota-Twin Cities   1982 — 1987
Bachelor of Science

Pietro Peter Licari Pietro Peter Licari Tampa/St. Petersburg, Florida Area Details
Pietro Peter Licari's American Express Financial Advisors Experience July 2002 - April 2005
Job Owner, Licari Family Chiropractic
Industry Health, Wellness and Fitness
Experience
Licari Family Chiropractic   January 2007 - Present
Allstate Financial  April 2005 - December 2006
American Express Financial Advisors   July 2002 - April 2005
Metropolitan Life Insurance Company  2001 - 2001

Education
University of South Florida   1996 — 2002
MBA

Sunny J Blankinship Sunny J Blankinship Greater Detroit Area Details
Sunny J Blankinship's American Express Financial Advisors Experience October 2000 - June 2005
Job Executive Assistant at DTE Energy
Industry Utilities
Experience
DTE Energy  August 2005 - Present
DTE Energy  2005 - Present
American Express Financial Advisors   October 2000 - June 2005

Education
University of Phoenix   2002 — 2009
Business Management, Marketing

Tamara Pullen Tamara Pullen Greater Minneapolis-St. Paul Area Details
Tamara Pullen's American Express Financial Advisors Experience 1995 - 1997
Job Integration Architecture at Best Buy via IIC
Industry Information Technology and Services
Experience
IIC  November 2006 - 2008
Ameriprise Financial  1995 - 2006
American Express Financial Advisors   1995 - 1997

Education
University of Oklahoma   1990 — 1994
Management Information Systems

Douglas Wagner, CFA Douglas Wagner, CFA Greater Chicago Area Details
Douglas Wagner, CFA's American Express Financial Advisors Experience February 2003 - November 2003
Job Senior Vice President, Equity Analyst at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein  June 2006 - Present
FAF Advisors  February 2004 - May 2006
American Express Financial Advisors   February 2003 - November 2003
UBS O'Connor  September 2001 - January 2003
Lincoln Capital Managment   May 1999 - August 2001
Wells Fargo  November 1996 - May 1999
NBD  June 1992 - October 1996

Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7

Education
Washington University in St. Louis - Olin Business School   1990 — 1992
MBA, Finance

University of Missouri-Columbia, College of Business   1984 — 1988
BSBA, Finance and Banking

Bryan Seymour Bryan Seymour Leavenworth, Kansas Details
Bryan Seymour's American Express Financial Advisors Experience August 1999 - August 2000
Job Business Development at Marlow White Uniforms, Inc.
Industry Military
Experience
Marlow White Uniforms, Inc.   April 2012 - Present
OMB  February 2008 - March 2011
City of Overland Park  January 2003 - February 2008
Ameristar Casino  September 2000 - January 2003
American Express Financial Advisors   August 1999 - August 2000

Skills
Business Development, Sales, Policy, Enforcement, Police, Homeland Security, Criminal Investigations, Risk Assessment, Management, Purchasing, Customer Service, Criminal Justice, Law Enforcement, Finance, Law Enforcement..., Surveillance, Physical Security, Financial Analysis

Education
University of Missouri-Columbia   1993 — 1999
Business Administration, Finance & Banking

SLUH   1989 — 1993

Larissa Crawford Larissa Crawford Greater Seattle Area Details
Larissa Crawford's American Express Financial Advisors Experience January 2000 - May 2001
Job MSDN Subscriptions Communications Manager at Microsoft
Industry Marketing and Advertising
Experience
Vega Consulting LLC  July 2014 - Present
PJ Hummel & Company, Inc.   June 2001 - May 2014
The Disney Store  June 1998 - March 2003
American Express Financial Advisors   January 2000 - May 2001

Skills
Event Management, Corporate Events, Event Planning, Customer Service, Marketing, Marketing Communications, Email Marketing, Product Marketing, Project Management, Management, Meeting Planning, Business Development, Trade Shows, Events Coordination, Time Management, Wedding Planning, Parties, Sales, Hospitality, Live Events, Social Networking, Special Events..., Social Media Marketing

Education
University of Puget Sound   1997 — 2001
Bachelors, Business Administration, English

Jonathan Hogan Jonathan Hogan Dallas, Texas Details
Jonathan Hogan's American Express Financial Advisors Experience 2001 - 2001
Job Chief Financial Officer at GW Global Insurance, LLC
Industry Financial Services
Experience
GW Global Insurance, LLC   April 2013 - Present
KPMG Advisory  February 2012 - March 2013
Pan-American Life Insurance Company  August 2008 - March 2012
Deloitte & Touche  January 2003 - August 2008
Deloitte  2007 - 2008
American Express Financial Advisors   2001 - 2001

Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Due Diligence, Mergers, Auditing, Financial Modeling, Risk Management, CPA, Mergers & Acquisitions, Business Analysis, Insurance, Business Process, Financial Services, Strategic Financial...

Education
University of New Orleans   1998 — 2002
Bachelor of Science (BS), Accounting

Bishop Maginn High School

Angelina Panici Angelina Panici Greater Minneapolis-St. Paul Area Details
Angelina Panici's American Express Financial Advisors Experience June 2000 - November 2002
Job Procurement Program Manager
Industry Medical Devices
Experience
Smiths Medical  September 2010 - Present
Pro Staff  2010 - 2010
Emerson Process Management  August 2007 - November 2009
Nash Finch Company  January 2006 - August 2007
Target Corporation  July 2005 - January 2006
Thomson West  November 2003 - July 2005
Lockheed Martin-Naval Electronics & Surveillance Systems   November 2002 - November 2003
American Express Financial Advisors   June 2000 - November 2002

Skills
Financial Analysis, Financial Reporting, Financial Planning, Six Sigma, Financial Accounting, Strategic Sourcing, Business Analysis, Data Analysis, Business Analytics, Financial Modeling, Large System..., ROI Justification, ROI Strategies, Project Management

Education
The College of St. Catherine St
Bachelor of Science, Accounting

University of Phoenix
Master, Business Administration

Omar Dahmash Omar Dahmash Tampa/St. Petersburg, Florida Area Details
Omar Dahmash's American Express Financial Advisors Experience March 1996 - February 1997
Job Frontier Airlines
Industry Airlines/Aviation
Experience
Frontier Airlines  May 2015 - Present
American Eagle Airlines  January 2013 - May 2015
Comair  March 2007 - September 2012
Atlas Aviation   September 2005 - March 2007
National Aviation  July 2005 - March 2007
AutoNation, Inc.   May 2000 - November 2006
Ed Morse Automotive Group  February 2000 - March 2005
Ferman Automotive Group  February 1997 - January 2000
American Express Financial Advisors   March 1996 - February 1997

Skills
Commercial Aviation, Aviation, Flights, Airlines, Aircraft, Piloting, Flight Safety, Aerospace, Flight Planning, Customer Service, Human Factors, Flight Training, Marketing, Civil Aviation, Management, Process Improvement, Airworthiness, Operations Management, Avionics, CFI, Transportation, Crew Resource Management, Airport Management, Safety Management..., Aviation Security, Type Rating, Aeronautics, Ground Instructor, Sabre, Military, Airline Management, Air Freight, Airplane, B737, Business Aviation, Command, Finance, Flight Simulation, IATA, International Flight..., Logistics, Maintenance, Multi-engine, Overhaul, PowerPlant, Private Pilot, Sales, Training, Airframe

Education
University of South Florida   1985 — 1989
BS, Marketing

Brian Beal Brian Beal Denver, Colorado Details
Brian Beal's American Express Financial Advisors Experience May 1999 - January 2000
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement  January 2015 - Present
FASCore, LLC   January 2006 - January 2015
Comerica Bank  January 2000 - January 2006
American Express Financial Advisors   May 1999 - January 2000

Skills
Financial Services, Management, Investments, Mutual Funds, Retirement Planning, Sales, Relationship Management, Customer Service, Process Improvement, Insurance

Education
University of Oklahoma   1994 — 1999
Bachelor of Arts (B.A.), Public Affairs and Administration

Elizabeth Muller Elizabeth Muller Ponte Vedra Beach, Florida Details
Elizabeth Muller's American Express Financial Advisors Experience 1997 - 1999
Job Manager LTC FL Network Claims UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare Community Plan  February 2013 - Present
United Health Care  April 2008 - February 2013
Quality Health Plans  2004 - 2006
American Express Financial Advisors   1997 - 1999
Prudential Insurance  January 1988 - 1997

Skills
Provider Relations, Medicare/Medicaid..., Long-term Care, Managed Care, Health Insurance, Medicare, Medicaid, Healthcare, Healthcare Management, Elder Care, Home Care, Physician Relations, Public Speaking

Education
University of North Florida
BA

University of Florida   1984 — 1987

Appalachian State University   1981 — 1982

Ken Westdorp Ken Westdorp United States Details
Ken Westdorp's American Express Financial Advisors Experience August 2002 - August 2003
Job Software Engineer at Yahoo
Industry Computer Software
Experience
Yahoo  November 2013 - Present
Southern California Edison  April 2011 - May 2013
Mercer  May 2007 - January 2011
Trust Company of the West  September 2006 - May 2007
University of Southern California  August 2005 - September 2006
Nihon University  June 2006 - August 2006
American Express Financial Advisors   August 2002 - August 2003

Skills
Fixed Income, VBA, Python, C#, SQL, P&L Analysis, Benchmarking, Risk Management, Asset Management, Financial Modeling, Commodity, Equities, Derivatives, Valuation, Investments, Financial Analysis, Quantitative Analytics, HTML 5, CSS3, jQuery, jQuery Mobile, PHP, CodeIgniter, AJAX, MVC, Ruby, Ruby on Rails, JavaScript, Version Control, Git, Github, R, SAS, CSS, Finance, Strategy, Mergers & Acquisitions, Storytelling, Analysis

Education
University of Southern California
Master of Science (MS), Mathematical Finance

University of Southern California
Bachelor of Science (BS), Economics/Mathematics

UCLA Extension
Applications Programming Certificate with Concentration in C# .NET

Michael J. Lang, CPA Michael J. Lang, CPA Columbia, South Carolina Area Details
Michael J. Lang, CPA's American Express Financial Advisors Experience 2000 - 2003
Job Manager Financial Planning at SCANA
Industry Utilities
Experience
SCANA  May 2006 - September 2015
Marsh  2005 - May 2006
Capital Ventures, LLC   2003 - 2005
American Express Financial Advisors   2000 - 2003
Central Electric Power Cooperative, Inc.   1989 - 2000
Dean Witter  1988 - 1989
EF Hutton  1987 - 1988
Morgan Stanley  1986 - 1987
Ernst & Young  1983 - 1986

Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting

Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting

Jennifer Willey Jennifer Willey Greater Minneapolis-St. Paul Area Details
Jennifer Willey's American Express Financial Advisors Experience 1999 - 2001
Job Financial Services & Compliance Professional ◆ 15+ Years' Experience
Industry Financial Services
Experience
Berger Financial Group, Inc  2013 - Present
North Star Resource Group  2001 - 2013
American Express Financial Advisors   1999 - 2001
Liberty Mutual Insurance Company  1998 - 1999

Skills
Outlook, Account Management, Series 7, Mutual Funds, Customer Service, Series 63, Financial Services, Microsoft Word, Microsoft Office, Securities, Microsoft Excel, 401k, Fixed Annuities, Social Media, Insurance

Education
University of Northern Iowa   1994 — 1998
Bachelor of Arts (B.A.), Psychology

University of Northern Iowa
Bachelor of Arts (B.A.), Psychology

Cheryl Blain Cheryl Blain Chandler, Arizona Details
Cheryl Blain's American Express Financial Advisors Experience March 1995 - August 1997
Job Dr. at Le Cordon Bleu College of Culinary Arts
Industry Education Management
Experience
Le Cordon Bleu College of Culinary Arts  February 2010 - Present
Independent Contractor  January 2000 - December 2010
Maricopa Community Colleges  July 2001 - June 2007
Pegasus Solutions  September 1997 - May 2000
American Express Financial Advisors   March 1995 - August 1997
Williams Air Force Base   December 1992 - July 1994

Skills
Higher Education, Staff Development, Career Counseling, E-Learning, Adult Education, Public Speaking, Teaching

Education
University of Phoenix   1993 — 1995
Master of Arts, Organizational Management, Organizational Management

Columbia Pacific University
Ph.D., Business Administration and Management, General

doreen robinson doreen robinson Minneapolis, Minnesota Details
doreen robinson's American Express Financial Advisors Experience July 1990 - May 2002
Job Accounts Payable Accountant at Canadian Pacific Railway
Industry Transportation/Trucking/Railroad
Experience
Canadian Pacific Railway  May 2010 - Present
American Express Financial Advisors   July 1990 - May 2002

Skills
SAP, Financial Reporting, Accounts Payable, Accounting, Variance Analysis, Sarbanes-Oxley Act, Account Reconciliation, Accruals, General Ledger, Accounts Receivable, Internal Controls, Financial Analysis

Education
Attended the University of Minnesota   1974 — 1979
Associate’s Degree, Humanities/Humanistic Studies

University of Minnesota-Twin Cities

James Huse James Huse Portland, Oregon Area Details
James Huse's American Express Financial Advisors Experience June 2000 - March 2001
Job .
Industry Financial Services
Experience
Wells Fargo  March 2015 - Present
DCS Financial, Inc   July 2014 - March 2015
Wells Fargo  March 2013 - July 2014
Southwest Office Systems  September 2012 - March 2013
Lacamas Community Credit Union  August 2010 - August 2012
Lacamas Community Credit Union  August 2006 - November 2009
Financial Network Investment Corporation  March 2001 - August 2006
American Express Financial Advisors   June 2000 - March 2001
Columbia Credit Union  October 1997 - June 2000

Skills
Ability to work under..., Data Analysis, New Business Development, Coaching, Delegation, Goal Oriented, Interviewing Skills, Leadership Development, Multi Tasking, Learning Quickly, Reliability, Highly responsible, Self-driven, Sales Management, Time Management, Loans, Mortgage Lending, Credit Analysis, Small Business Lending, Consumer Lending, Underwriting, Banking, Financial Analysis

Education
University of Phoenix   2013 — 2015

Evergreen High School

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