American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
Jennifer LaTour Jennifer LaTour's American Express Financial Advisors Experience August 1998 - August 1999
Job Office Services Clerk at Securian Financial Group
Industry Information Technology and Services
Experience
Securian Financial Group September 2014 - Present
Half Price Books April 2002 - July 2014
Target October 2000 - April 2002
Barnes & Noble March 2000 - October 2000
Kohl's Department Stores August 1999 - January 2000
American Express Financial Advisors August 1998 - August 1999
Skills
Customer Service, Training, Merchandising, A+ Certified, Outlook, Management, Microsoft Word, Inventory Management, Microsoft Excel, Microsoft Office, Windows 7, Software Installation, Retail, PowerPoint, Visual Merchandising, Customer Satisfaction, Troubleshooting, Organization, Sales, Microsoft Applications, Leadership, Windows, Technical Support, Home Networking, MS Project, VirtualBox, VMware, People Skills, Dependable Team Player, Integrity, Documentations, Bulk Mailing, Physical Security, Time Management, Cash Handling Experience, Liasoning, Monsoon Commerce, Reliable, Issue Resolution, User Account Control, Inventory Accuracy, Physical Inventory, Teamwork, Team Management, Bookkeeping, Highly detail oriented, Enthusiast, Skilled Multi-tasker, Technical, Supervisory Skills
Education
Inver Hills Community College 2013 — 2016
A.A.S., Information Technology Support
University of Wisconsin-River Falls 1994 — 2001
Bachelor of Science (BS), English Language and Literature, General
Century College 1992 — 1994
General Studies
Securian Financial Group September 2014 - Present
Half Price Books April 2002 - July 2014
Target October 2000 - April 2002
Barnes & Noble March 2000 - October 2000
Kohl's Department Stores August 1999 - January 2000
American Express Financial Advisors August 1998 - August 1999
Skills
Customer Service, Training, Merchandising, A+ Certified, Outlook, Management, Microsoft Word, Inventory Management, Microsoft Excel, Microsoft Office, Windows 7, Software Installation, Retail, PowerPoint, Visual Merchandising, Customer Satisfaction, Troubleshooting, Organization, Sales, Microsoft Applications, Leadership, Windows, Technical Support, Home Networking, MS Project, VirtualBox, VMware, People Skills, Dependable Team Player, Integrity, Documentations, Bulk Mailing, Physical Security, Time Management, Cash Handling Experience, Liasoning, Monsoon Commerce, Reliable, Issue Resolution, User Account Control, Inventory Accuracy, Physical Inventory, Teamwork, Team Management, Bookkeeping, Highly detail oriented, Enthusiast, Skilled Multi-tasker, Technical, Supervisory Skills
Education
Inver Hills Community College 2013 — 2016
A.A.S., Information Technology Support
University of Wisconsin-River Falls 1994 — 2001
Bachelor of Science (BS), English Language and Literature, General
Century College 1992 — 1994
General Studies
Noel Maiden Noel Maiden's American Express Financial Advisors Experience January 1993 - October 2001
Job Senior Mortgage Banker at Proficio Bank
Industry Banking
Experience
Proficio Bank January 2012 - Present
American Express Financial Advisors January 1993 - October 2001
Skills
Banking, Mortgage Banking, Team Management, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, FHA, Loan Origination, VA loans
Education
Cleveland State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Proficio Bank January 2012 - Present
American Express Financial Advisors January 1993 - October 2001
Skills
Banking, Mortgage Banking, Team Management, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, FHA, Loan Origination, VA loans
Education
Cleveland State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Michelle (Nikki) Lafferior-Halverson Michelle (Nikki) Lafferior-Halverson's American Express Financial Advisors Experience December 1997 - November 1999
Job Business Improvement through People, Process and Technology
Industry Management Consulting
Experience
United Health Group October 2009 - February 2012
US Bank September 2003 - March 2009
IBM Global Services May 2001 - May 2002
American Express Technologies November 1999 - May 2001
American Express Financial Advisors December 1997 - November 1999
American Express Financial Advisors May 1996 - December 1997
MN Army National Guard November 1987 - November 1993
Skills
Process Improvement, Project Management, Data Analysis, Coaching, Root Cause Analysis, Team Leadership, Employee Management, Cross-functional Team..., Business Analysis, Business Process..., Program Management, Leadership, Strategy, Training, Business Process, Change Management, Software Documentation, Visio, Minitab, MS Project, Microsoft Office, SharePoint, Lotus Notes, Dreamweaver, Management, Six Sigma, Casewise Corporate..., Analysis, Quality Assurance, Performance Management, Organizational..., Leadership Development, Project Planning, Vendor Management, Testing, Business Process Mapping, Operational Excellence, Business Process..., Continuous Improvement, Workshop Facilitation, SDLC
Education
Capella University 2007 — 2009
MS, Organization & Management
University of Minnesota-Twin Cities 1989 — 1993
BA, Psychology
United Health Group October 2009 - February 2012
US Bank September 2003 - March 2009
IBM Global Services May 2001 - May 2002
American Express Technologies November 1999 - May 2001
American Express Financial Advisors December 1997 - November 1999
American Express Financial Advisors May 1996 - December 1997
MN Army National Guard November 1987 - November 1993
Skills
Process Improvement, Project Management, Data Analysis, Coaching, Root Cause Analysis, Team Leadership, Employee Management, Cross-functional Team..., Business Analysis, Business Process..., Program Management, Leadership, Strategy, Training, Business Process, Change Management, Software Documentation, Visio, Minitab, MS Project, Microsoft Office, SharePoint, Lotus Notes, Dreamweaver, Management, Six Sigma, Casewise Corporate..., Analysis, Quality Assurance, Performance Management, Organizational..., Leadership Development, Project Planning, Vendor Management, Testing, Business Process Mapping, Operational Excellence, Business Process..., Continuous Improvement, Workshop Facilitation, SDLC
Education
Capella University 2007 — 2009
MS, Organization & Management
University of Minnesota-Twin Cities 1989 — 1993
BA, Psychology
Frank P. Zocco, Jr., AIF®, CRPS® Frank P. Zocco, Jr., AIF®, CRPS®'s American Express Financial Advisors Experience February 1995 - March 1997
Job Partner/Retirement Plan Specialist at The River Suite Wealth Partners
Industry Financial Services
Experience
The River Suite Wealth Partners May 2015 - Present
Northstar Wealth Partners September 2005 - May 2015
Citizens Investment Services August 2001 - September 2005
Aetna March 1997 - July 2001
American Express Financial Advisors February 1995 - March 1997
Skills
Retirement Planning, Estate Planning, Pensions, Series 7, Investment Management, Risk Management, Vendor Management, Investment Policy, Qualified Retirement..., Participant Advice &..., Fiduciary Partner, Fiduciary Education, 3(21) Co-fiduciary..., 3(38) Fiduciary, Investment Benchmarking, Investment Line-up..., Investment Policy..., Fee Benchmarking, Participant Education, ERISA 404(c) Assistance, ERISA 408(b)(2)..., ERISA 404(a)(5)..., Retirement, 401k, Investments, Financial Advisory, Financial Planning, Financial Services, Securities, Mutual Funds, Finance, Portfolio Management, Wealth Management, Series 63
Education
American College
Financial Planning
Center for Fiduciary Studies
Accredited Investment Fiduciary (AIF) designation, Fiduciary Excellence
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)
Manchester Community College
Certificate in Financial Planning
The River Suite Wealth Partners May 2015 - Present
Northstar Wealth Partners September 2005 - May 2015
Citizens Investment Services August 2001 - September 2005
Aetna March 1997 - July 2001
American Express Financial Advisors February 1995 - March 1997
Skills
Retirement Planning, Estate Planning, Pensions, Series 7, Investment Management, Risk Management, Vendor Management, Investment Policy, Qualified Retirement..., Participant Advice &..., Fiduciary Partner, Fiduciary Education, 3(21) Co-fiduciary..., 3(38) Fiduciary, Investment Benchmarking, Investment Line-up..., Investment Policy..., Fee Benchmarking, Participant Education, ERISA 404(c) Assistance, ERISA 408(b)(2)..., ERISA 404(a)(5)..., Retirement, 401k, Investments, Financial Advisory, Financial Planning, Financial Services, Securities, Mutual Funds, Finance, Portfolio Management, Wealth Management, Series 63
Education
American College
Financial Planning
Center for Fiduciary Studies
Accredited Investment Fiduciary (AIF) designation, Fiduciary Excellence
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)
Manchester Community College
Certificate in Financial Planning
Steven Bliss, CFP®, APMA Steven Bliss, CFP®, APMA's American Express Financial Advisors Experience 1983 - 2005
Job Founder & Private Wealth Collaborator at Acorn Wealth Advisors
Industry Financial Services
Experience
Acorn Wealth Advisors May 2014 - Present
Ameriprise Financial Service Inc. February 1983 - April 2014
Genesys Health 2013 - 2014
American Express Financial Advisors 1983 - 2005
American Express Financial Advisors 1987 - 1997
Skills
Financial Advisory, Wealth, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Estate Planning, Investments, Series 63, Portfolio Management, Fixed Annuities, Investment Strategies, Securities, Alternative Investments, IRAs, Finance, Financial Services, Asset Management, 401k, Insurance, Small Business
Education
College for Financial Planning 2010 — 2011
APMA, Advanced Portfolio Management Advisor, Investments and Securities
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
Michigan State University 1973 — 1978
BA, business
Acorn Wealth Advisors May 2014 - Present
Ameriprise Financial Service Inc. February 1983 - April 2014
Genesys Health 2013 - 2014
American Express Financial Advisors 1983 - 2005
American Express Financial Advisors 1987 - 1997
Skills
Financial Advisory, Wealth, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Estate Planning, Investments, Series 63, Portfolio Management, Fixed Annuities, Investment Strategies, Securities, Alternative Investments, IRAs, Finance, Financial Services, Asset Management, 401k, Insurance, Small Business
Education
College for Financial Planning 2010 — 2011
APMA, Advanced Portfolio Management Advisor, Investments and Securities
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
Michigan State University 1973 — 1978
BA, business
Garth A. Williams, MBA, CFP® Garth A. Williams, MBA, CFP®'s American Express Financial Advisors Experience 1994 - 1997
Job Owner, Honu Wealth Management
Industry Financial Services
Experience
Honu Wealth Management 2007 - Present
Hanvey Financial 2002 - 2006
Raymond James 1997 - 2006
American Express Financial Advisors 1994 - 1997
LSI Logic 1989 - 1994
Integrated Device Technology Inc 1987 - 1989
Skills
Management, Investments, Finance, Product Management, Wealth Management, Retirement Planning, Product Marketing, Start-ups, 401k, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP
Santa Clara University - Leavey School of Business 1990 — 1992
MBA
University of the Pacific 1981 — 1986
BSEE
Honu Wealth Management 2007 - Present
Hanvey Financial 2002 - 2006
Raymond James 1997 - 2006
American Express Financial Advisors 1994 - 1997
LSI Logic 1989 - 1994
Integrated Device Technology Inc 1987 - 1989
Skills
Management, Investments, Finance, Product Management, Wealth Management, Retirement Planning, Product Marketing, Start-ups, 401k, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP
Santa Clara University - Leavey School of Business 1990 — 1992
MBA
University of the Pacific 1981 — 1986
BSEE
Henric Haldeborg Henric Haldeborg's American Express Financial Advisors Experience 2004 - 2004
Job Legal/Compliance Professional
Industry Legal Services
Experience
Gabriel Partners, LLC 2015 - Present
Litigation Management, Inc. 2014 - 2015
Purple Land Management 2012 - 2012
AISS - a Sterling Infosystems Company 2010 - 2012
Thomson Reuters 2009 - 2010
City of Lakewood, Ohio 2009 - 2009
Cuyahoga County January 2008 - December 2008
NatCity Investments 2004 - 2006
American Express Financial Advisors 2004 - 2004
Skills
Legal Research, Strategy, Research, Government, Legal Writing, Negotiation, Policy, Mergers & Acquisitions, Strategic Planning, Budgets, Microsoft Office, Contract Negotiation, Due Diligence, Mediation, Analysis, Editing, Litigation, Management, Economic Development, Intellectual Property, Finance, Governance, Online Research, Corporate Law, Legal Compliance, Legal Assistance, International Law, Commercial Litigation, Dispute Resolution, Internet Research, Administration, Budgeting, Business Strategy, Business Intelligence, Business Management, Government Liaison, Market Research, Zoning, Legal Administration, Privacy Law, Government Relations
Education
Cleveland State University
MPA, City Management
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
Truman State University
BS, BA, Business Administration
Gabriel Partners, LLC 2015 - Present
Litigation Management, Inc. 2014 - 2015
Purple Land Management 2012 - 2012
AISS - a Sterling Infosystems Company 2010 - 2012
Thomson Reuters 2009 - 2010
City of Lakewood, Ohio 2009 - 2009
Cuyahoga County January 2008 - December 2008
NatCity Investments 2004 - 2006
American Express Financial Advisors 2004 - 2004
Skills
Legal Research, Strategy, Research, Government, Legal Writing, Negotiation, Policy, Mergers & Acquisitions, Strategic Planning, Budgets, Microsoft Office, Contract Negotiation, Due Diligence, Mediation, Analysis, Editing, Litigation, Management, Economic Development, Intellectual Property, Finance, Governance, Online Research, Corporate Law, Legal Compliance, Legal Assistance, International Law, Commercial Litigation, Dispute Resolution, Internet Research, Administration, Budgeting, Business Strategy, Business Intelligence, Business Management, Government Liaison, Market Research, Zoning, Legal Administration, Privacy Law, Government Relations
Education
Cleveland State University
MPA, City Management
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
Truman State University
BS, BA, Business Administration
Kyle Markal Kyle Markal's American Express Financial Advisors Experience February 2002 - October 2004
Job Hatha Flow Yoga Teacher at Yoga Tree San Francisco
Industry Health, Wellness and Fitness
Experience
Satori Yoga Studio December 2012 - November 2013
Meltwater Group July 2010 - November 2010
Eaglepoint Advisors December 2009 - July 2010
The Art Institute of California- San Francisco February 2005 - June 2006
American Express Financial Advisors February 2002 - October 2004
Back On Track Tutoring October 2000 - June 2001
Skills
Spanish, Training, Public Speaking, Recruiting, Meditation, Hatha Yoga, Workshop Facilitation, French, Mandarin, Turkish, Event Planning, Leadership
Education
Yoga Tree San Francisco 2011 — 2012
Yoga Alliance RYT 200
San Francisco State University 2007 — 2010
BA
Chung Yuan Christian University 2009 — 2009
Florida Agricultural and Mechanical University 1998 — 2000
Lick-Wilmerding High School 1994 — 1998
Satori Yoga Studio December 2012 - November 2013
Meltwater Group July 2010 - November 2010
Eaglepoint Advisors December 2009 - July 2010
The Art Institute of California- San Francisco February 2005 - June 2006
American Express Financial Advisors February 2002 - October 2004
Back On Track Tutoring October 2000 - June 2001
Skills
Spanish, Training, Public Speaking, Recruiting, Meditation, Hatha Yoga, Workshop Facilitation, French, Mandarin, Turkish, Event Planning, Leadership
Education
Yoga Tree San Francisco 2011 — 2012
Yoga Alliance RYT 200
San Francisco State University 2007 — 2010
BA
Chung Yuan Christian University 2009 — 2009
Florida Agricultural and Mechanical University 1998 — 2000
Lick-Wilmerding High School 1994 — 1998
Kelsa Dickey's American Express Financial Advisors Experience May 2002 - November 2004
Job Owner and Financial Coach at Fiscal Fitness Phoenix, Personal Trainer for YOUR Money, Accountability Partner
Industry Financial Services
Experience
Fiscal Fitness Phoenix April 2010 - Present
Enterprise Holdings Inc. February 2008 - February 2011
Enterprise Holdings Inc. November 2004 - February 2008
American Express Financial Advisors May 2002 - November 2004
Skills
Strategic Financial..., Small Business, Budgets, Finance, Accounting, Financial Statements, Financial Reporting, Coaching, Cash Flow, New Business Development, Management, Accounts Payable, Customer Service, Accounts Receivable, General Ledger, Financial Planning, Account Reconciliation, Strategic Planning, Analysis, Leadership, Financial Education, Cash Flow Forecasting, Entrepreneurship, Insurance, Sales, Personal Development, Team Building, Training, Marketing, Human Resources, Time Management, Payroll, Business Planning, Account Management, Financial Analysis, Start-ups, Forecasting
Education
University of Phoenix 2005 — 2006
MBA, Business
Central Michigan University 1999 — 2003
BS in BA, Personal Finance
Fiscal Fitness Phoenix April 2010 - Present
Enterprise Holdings Inc. February 2008 - February 2011
Enterprise Holdings Inc. November 2004 - February 2008
American Express Financial Advisors May 2002 - November 2004
Skills
Strategic Financial..., Small Business, Budgets, Finance, Accounting, Financial Statements, Financial Reporting, Coaching, Cash Flow, New Business Development, Management, Accounts Payable, Customer Service, Accounts Receivable, General Ledger, Financial Planning, Account Reconciliation, Strategic Planning, Analysis, Leadership, Financial Education, Cash Flow Forecasting, Entrepreneurship, Insurance, Sales, Personal Development, Team Building, Training, Marketing, Human Resources, Time Management, Payroll, Business Planning, Account Management, Financial Analysis, Start-ups, Forecasting
Education
University of Phoenix 2005 — 2006
MBA, Business
Central Michigan University 1999 — 2003
BS in BA, Personal Finance
Hong Ho Hong Ho's American Express Financial Advisors Experience September 2001 - February 2004
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management February 2004 - August 2015
American Express Financial Advisors September 2001 - February 2004
Ameriprise Financial Advisors August 1999 - September 2001
Ameriprise Financial Advisors October 1996 - August 1999
Ameriprise Financial Advisors October 1995 - October 1996
Skills
Securities, Mutual Funds, Investments, Fixed Income, Bloomberg
Education
Carleton College 1990 — 1994
BA, International Relations
Columbia Management February 2004 - August 2015
American Express Financial Advisors September 2001 - February 2004
Ameriprise Financial Advisors August 1999 - September 2001
Ameriprise Financial Advisors October 1996 - August 1999
Ameriprise Financial Advisors October 1995 - October 1996
Skills
Securities, Mutual Funds, Investments, Fixed Income, Bloomberg
Education
Carleton College 1990 — 1994
BA, International Relations
Rick Polenske, CFP, CTFA Rick Polenske, CFP, CTFA's American Express Financial Advisors Experience July 1987 - April 2001
Job Vice President SR Trust and Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Wealth Managment May 2012 - Present
Learning Lab Idaho June 2008 - Present
Harley Owners Group Intermountain Chapter 2008 - Present
Wells Fargo Advisors, LLC January 2009 - April 2012
Wells Fargo Investments, LLC April 2001 - January 2009
American Express Financial Advisors July 1987 - April 2001
Ameriprise Financial Advisors 1987 - 2001
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Wealth Management..., Finance, Investments, Financial Services, Wealth, Insurance, Investment Advisory, Investment Strategies, Portfolio Management, Employee Benefits, Mutual Funds, Financial Risk, Strategic Financial..., Financial Planning
Education
American Bankers Association 2014 — 2015
Certified Trust and Financial Advisor ( CTFA), Trust and financial planning
College of Financial Planning 1990 — 1994
Certified Financial Planner ( CFP), Financial Planning and Services
California State University-Sacramento 1978 — 1980
BS, Pre Physical Therapt
Wells Fargo Wealth Managment May 2012 - Present
Learning Lab Idaho June 2008 - Present
Harley Owners Group Intermountain Chapter 2008 - Present
Wells Fargo Advisors, LLC January 2009 - April 2012
Wells Fargo Investments, LLC April 2001 - January 2009
American Express Financial Advisors July 1987 - April 2001
Ameriprise Financial Advisors 1987 - 2001
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Wealth Management..., Finance, Investments, Financial Services, Wealth, Insurance, Investment Advisory, Investment Strategies, Portfolio Management, Employee Benefits, Mutual Funds, Financial Risk, Strategic Financial..., Financial Planning
Education
American Bankers Association 2014 — 2015
Certified Trust and Financial Advisor ( CTFA), Trust and financial planning
College of Financial Planning 1990 — 1994
Certified Financial Planner ( CFP), Financial Planning and Services
California State University-Sacramento 1978 — 1980
BS, Pre Physical Therapt
Brian J Smit Brian J Smit's American Express Financial Advisors Experience December 1997 - December 1998
Job Sr. Business Analyst/Business Liaison/Project Manager
Industry Information Technology and Services
Experience
Merkle September 2013 - October 2013
Self Employed July 2010 - May 2013
Experian Marketing Services September 2006 - June 2010
Limited Brands June 2004 - August 2006
FICO February 2003 - March 2004
FICO June 1999 - February 2003
FICO December 1998 - June 1999
American Express Financial Advisors December 1997 - December 1998
Guarantee Mutual Life Insurance Company December 1989 - December 1997
Custom Computing Corporation August 1988 - December 1989
Skills
Strategic Planning, Business Development, Project Management, CRM, Vendor Relationships, Sr. Business Analyst, E-commerce, Management, Business Analysis, Strategy, Product Management, Direct Marketing, Digital Strategy, Cross-functional Team..., Email Marketing, Analytics, Lead Generation, Database Marketing, User Experience, Process Improvement, Marketing Strategy, Outsourcing, Marketing, Product Development, Multi-channel Marketing, Segmentation, Sales Operations, Leadership, Business Intelligence, SDLC, Consulting, Integration, Data Warehousing, Databases, Vendor Management
Education
Central College 1984 — 1988
Bachelor's Degree, Systems Management
Merkle September 2013 - October 2013
Self Employed July 2010 - May 2013
Experian Marketing Services September 2006 - June 2010
Limited Brands June 2004 - August 2006
FICO February 2003 - March 2004
FICO June 1999 - February 2003
FICO December 1998 - June 1999
American Express Financial Advisors December 1997 - December 1998
Guarantee Mutual Life Insurance Company December 1989 - December 1997
Custom Computing Corporation August 1988 - December 1989
Skills
Strategic Planning, Business Development, Project Management, CRM, Vendor Relationships, Sr. Business Analyst, E-commerce, Management, Business Analysis, Strategy, Product Management, Direct Marketing, Digital Strategy, Cross-functional Team..., Email Marketing, Analytics, Lead Generation, Database Marketing, User Experience, Process Improvement, Marketing Strategy, Outsourcing, Marketing, Product Development, Multi-channel Marketing, Segmentation, Sales Operations, Leadership, Business Intelligence, SDLC, Consulting, Integration, Data Warehousing, Databases, Vendor Management
Education
Central College 1984 — 1988
Bachelor's Degree, Systems Management
Anthony Andersen Anthony Andersen's American Express Financial Advisors Experience 1998 - 2013
Job Leading Chief Petty Officer
Industry Military
Experience
US Navy June 2014 - Present
US Navy May 1998 - Present
Center For Surface Combat Systems Detachment West October 2011 - April 2014
Naval Education and Training Command October 2011 - April 2014
American Express Financial Advisors 1998 - 2013
USS Halsey (DDG-97) January 2008 - October 2011
Ground Electronics Maintenance Division May 2004 - November 2007
Skills
Electroincs, RADAR Theory, Test Equipment, Automatic Test Equipment, Electrical..., Electrical Theory, Military Training, Managing Technical...
Education
DeVry University-California 2012 — 2014
BS in Technical Management, Business Administration, Management and Operations
Coastline Community College 2011 — 2012
Associate of Arts (AA), Electronics
San Diego City College 2004 — 2007
San Diego Mesa College 2004 — 2007
US Navy June 2014 - Present
US Navy May 1998 - Present
Center For Surface Combat Systems Detachment West October 2011 - April 2014
Naval Education and Training Command October 2011 - April 2014
American Express Financial Advisors 1998 - 2013
USS Halsey (DDG-97) January 2008 - October 2011
Ground Electronics Maintenance Division May 2004 - November 2007
Skills
Electroincs, RADAR Theory, Test Equipment, Automatic Test Equipment, Electrical..., Electrical Theory, Military Training, Managing Technical...
Education
DeVry University-California 2012 — 2014
BS in Technical Management, Business Administration, Management and Operations
Coastline Community College 2011 — 2012
Associate of Arts (AA), Electronics
San Diego City College 2004 — 2007
San Diego Mesa College 2004 — 2007
John P. Hyland, CFP® John P. Hyland, CFP®'s American Express Financial Advisors Experience September 1990 - November 1997
Job Executive Officer at Private Advisor Group
Industry Financial Services
Experience
Private Advisor Group November 1997 - Present
Mayo Performing Arts Center May 2014 - Present
Invest in Others Charitable Foundation March 2014 - Present
Morris County School of Technology October 2005 - Present
The Leukemia & Lymphoma Society January 2000 - Present
American Express Financial Advisors September 1990 - November 1997
Skills
Retirement Planning, Estate Planning, Investment Management, Insurance, Personal Finance, Trust Services, Employee Benefits, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Investments, Retirement, 401k, Asset Managment, Securities, Series 63, Fixed Annuities
Education
Saint Bonaventure University 1985 — 1989
BA, Social Science-Economics/Sociology
College for Financial Planning
CFP, CMFC
Institute of Certified Fund Specialists
CFS, Certified Fund Specialist
The American College
ChFC, Chartered Financial Consultant
Private Advisor Group November 1997 - Present
Mayo Performing Arts Center May 2014 - Present
Invest in Others Charitable Foundation March 2014 - Present
Morris County School of Technology October 2005 - Present
The Leukemia & Lymphoma Society January 2000 - Present
American Express Financial Advisors September 1990 - November 1997
Skills
Retirement Planning, Estate Planning, Investment Management, Insurance, Personal Finance, Trust Services, Employee Benefits, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Investments, Retirement, 401k, Asset Managment, Securities, Series 63, Fixed Annuities
Education
Saint Bonaventure University 1985 — 1989
BA, Social Science-Economics/Sociology
College for Financial Planning
CFP, CMFC
Institute of Certified Fund Specialists
CFS, Certified Fund Specialist
The American College
ChFC, Chartered Financial Consultant
Nancy Hayes Nancy Hayes's American Express Financial Advisors Experience June 1997 - June 2000
Job Director Asset Management LFO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Heidi Davis,CFP®,MBA Heidi Davis,CFP®,MBA's American Express Financial Advisors Experience March 2002 - October 2003
Job Financial Advisor at Columbia Financial Planning
Industry Financial Services
Experience
Columbia Financial Planning LLC January 2006 - Present
Northwest Financial January 2004 - December 2005
American Express Financial Advisors March 2002 - October 2003
American Express Financial Advisors January 1994 - January 1996
Bank of America/Security Pacific Bank June 1980 - April 1991
Skills
Financial Planning, Retirement Planning, Investments, Retirement, Financial Advisory, 401k, IRA's, Employee Benefits, Savings, Financial Advice, Wealth Management, Reporting & Analysis, Portfolio Management, Pensions, Asset Allocation, Mutual Funds, Insurance, Small Business, Personal Finance, Long Term Care, Money, Risk Management, Wealth, Public Speaking, Retirement Income..., Funding, Insurance Planning, Wealth Accumulation, Life Planning, Annuities, Investment Strategies, Asset, Securities, Disability Insurance, Series 7, Executive Compensation, Financial Education, Tax Diversification..., Social Security..., Stock Option Strategies, Asset Liability..., Sustainable Systematic..., Financial Planners, Strategic Financial..., High Net Worth..., Investment Advisory, IRAs, Personal Financial..., Wealth Management..., Finance
Education
Kinder Institute of Life Planning 2013 — 2015
Registered Life Planner, Advanced Training in Financial Life Planning
FPA Residency Program, U of CA, Irvine 2007 — 2007
Certificate, Financial Planning
College for Financial Planning 1994 — 2003
CFP Certificate, Financial Planning
Northeastern University - Graduate School of Business Administration 1978 — 1980
Masters of Business Administration, emphasis Finance
University of Washington, Michael G. Foster School of Business 1971 — 1975
Bachelor of Arts, Business Administration, emphasis Marketing
Mercer Island High School 1967 — 1971
Mercer Island, WA, Diploma
Columbia Financial Planning LLC January 2006 - Present
Northwest Financial January 2004 - December 2005
American Express Financial Advisors March 2002 - October 2003
American Express Financial Advisors January 1994 - January 1996
Bank of America/Security Pacific Bank June 1980 - April 1991
Skills
Financial Planning, Retirement Planning, Investments, Retirement, Financial Advisory, 401k, IRA's, Employee Benefits, Savings, Financial Advice, Wealth Management, Reporting & Analysis, Portfolio Management, Pensions, Asset Allocation, Mutual Funds, Insurance, Small Business, Personal Finance, Long Term Care, Money, Risk Management, Wealth, Public Speaking, Retirement Income..., Funding, Insurance Planning, Wealth Accumulation, Life Planning, Annuities, Investment Strategies, Asset, Securities, Disability Insurance, Series 7, Executive Compensation, Financial Education, Tax Diversification..., Social Security..., Stock Option Strategies, Asset Liability..., Sustainable Systematic..., Financial Planners, Strategic Financial..., High Net Worth..., Investment Advisory, IRAs, Personal Financial..., Wealth Management..., Finance
Education
Kinder Institute of Life Planning 2013 — 2015
Registered Life Planner, Advanced Training in Financial Life Planning
FPA Residency Program, U of CA, Irvine 2007 — 2007
Certificate, Financial Planning
College for Financial Planning 1994 — 2003
CFP Certificate, Financial Planning
Northeastern University - Graduate School of Business Administration 1978 — 1980
Masters of Business Administration, emphasis Finance
University of Washington, Michael G. Foster School of Business 1971 — 1975
Bachelor of Arts, Business Administration, emphasis Marketing
Mercer Island High School 1967 — 1971
Mercer Island, WA, Diploma
Elizabeth Betsey Stewart Elizabeth Betsey Stewart's American Express Financial Advisors Experience May 1993 - January 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Stewart, Stewart & Associates, a financial advisory practice with Ameriprise Financial 2005 - Present
American Express Financial Advisors May 1993 - January 2005
Education
College for Financial Planning 1994 — 1997
CFP, Financial Planning
Century University 1989 — 1992
BS, Healthcare Management, Healthcare Management
Stewart, Stewart & Associates, a financial advisory practice with Ameriprise Financial 2005 - Present
American Express Financial Advisors May 1993 - January 2005
Education
College for Financial Planning 1994 — 1997
CFP, Financial Planning
Century University 1989 — 1992
BS, Healthcare Management, Healthcare Management
Dennis Tygart, CFP, ChFC, CTFA Dennis Tygart, CFP, ChFC, CTFA's American Express Financial Advisors Experience 1991 - 1995
Job Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
SunTrust Bank February 2012 - Present
Wells Fargo Wealth Management November 2009 - September 2011
First National Bank of Omaha December 2006 - February 2009
AXA Financial August 2004 - December 2006
AXA Financial October 2002 - August 2004
AXA Distributors August 1999 - October 2002
American Express Financial March 1985 - June 1998
American Express Financial Advisors 1991 - 1995
American Express Financial Advisors 1988 - 1991
United States Navy Reserve June 1984 - May 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...
Education
ABA National Trust School 2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services
The American College 2009 — 2009
ChFC, Financial Planning
College for Financial Planning 1997 — 2002
CFP Designation, Certified Financial Planner
Gustavus Adolphus College 1975 — 1979
BA, Economics
John Moraites, CFP® John Moraites, CFP®'s American Express Financial Advisors Experience December 1976 - August 1997
Job CEO at FIRM Consulting Group
Industry Human Resources
Experience
FIRM Consulting Group November 2007 - Present
Verterra Development Group January 2006 - January 2011
RSM McGladrey February 2003 - August 2007
MetLife September 1997 - December 2000
American Express Financial Advisors December 1976 - August 1997
New Orleans Police 1970 - 1977
Skills
Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial..., Small Business, Financial Planners, Financial Advisory, Strategic Consulting, Investments, Alternative Investments, Executive Pay, Mergers & Acquisitions, Strategic Partnerships, Strategy, Retirement Planning, Human Resources, Recruiting, Strategic Planning, New Business Development, Employee Benefits, Management Consulting, Finance, CRM, Business Development, Wealth Management, Outsourcing, Consulting, Management, Banking, Executive Management, Program Management, Team Building, Retirement, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Estate Planning, Sales Process, P&L Management, Change Management, Business Intelligence, Asset Management, Wealth Management..., Asset Allocation, Insurance
Education
College for Financial Planning
CFP, Financial Planning
Loyola University New Orleans
BSS, Social Science/ Economics
St. Aloysius High School
FIRM Consulting Group November 2007 - Present
Verterra Development Group January 2006 - January 2011
RSM McGladrey February 2003 - August 2007
MetLife September 1997 - December 2000
American Express Financial Advisors December 1976 - August 1997
New Orleans Police 1970 - 1977
Skills
Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial..., Small Business, Financial Planners, Financial Advisory, Strategic Consulting, Investments, Alternative Investments, Executive Pay, Mergers & Acquisitions, Strategic Partnerships, Strategy, Retirement Planning, Human Resources, Recruiting, Strategic Planning, New Business Development, Employee Benefits, Management Consulting, Finance, CRM, Business Development, Wealth Management, Outsourcing, Consulting, Management, Banking, Executive Management, Program Management, Team Building, Retirement, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Estate Planning, Sales Process, P&L Management, Change Management, Business Intelligence, Asset Management, Wealth Management..., Asset Allocation, Insurance
Education
College for Financial Planning
CFP, Financial Planning
Loyola University New Orleans
BSS, Social Science/ Economics
St. Aloysius High School
Andy Gentile Andy Gentile's American Express Financial Advisors Experience December 1983 - May 1998
Job Certified Financial Planner®, President, Ascend Wealth Management LLC, Duluth Georgia
Industry Financial Services
Experience
Ascend Wealth Management June 2011 - Present
Prudential Financial May 1998 - March 2009
American Express Financial Advisors December 1983 - May 1998
Skills
Retirement Planning, Disability Insurance, Estate Planning, Fixed Annuities, Retirement, Insurance, Wealth Management, Securities, Leadership, Finance, Strategic Planning
Education
Fordham University 1979 — 1983
BS, Economics
College for Financial Planning 1985 — 1987
CFP®, Financial Planning
Fordham Prep 1975 — 1979
The American College 1987 — 1990
CLU,ChFC,CLF, Financial Planning
Ascend Wealth Management June 2011 - Present
Prudential Financial May 1998 - March 2009
American Express Financial Advisors December 1983 - May 1998
Skills
Retirement Planning, Disability Insurance, Estate Planning, Fixed Annuities, Retirement, Insurance, Wealth Management, Securities, Leadership, Finance, Strategic Planning
Education
Fordham University 1979 — 1983
BS, Economics
College for Financial Planning 1985 — 1987
CFP®, Financial Planning
Fordham Prep 1975 — 1979
The American College 1987 — 1990
CLU,ChFC,CLF, Financial Planning
Nicholas Stroia, AIF® Nicholas Stroia, AIF®'s American Express Financial Advisors Experience March 1995 - November 1997
Job Registered Representative of Sigma Financial Corporation, a member of FINRA / SIPC.
Industry Financial Services
Experience
Stroia Securities Services, Inc. March 1998 - Present
American Express Financial Advisors March 1995 - November 1997
American Income Life December 1993 - January 1995
Self - Employed (Special Projects) December 1990 - April 1993
Downriver Legal Courier Services, Inc. March 1983 - August 1988
Education
Center for Fiduciary Studies 2013 — 2013
AIF®
University of Arizona 1989 — 1993
BA, Political Science, Finance
Central Michigan University 1986 — 1988
Gabriel Richard 1981 — 1985
Stroia Securities Services, Inc. March 1998 - Present
American Express Financial Advisors March 1995 - November 1997
American Income Life December 1993 - January 1995
Self - Employed (Special Projects) December 1990 - April 1993
Downriver Legal Courier Services, Inc. March 1983 - August 1988
Education
Center for Fiduciary Studies 2013 — 2013
AIF®
University of Arizona 1989 — 1993
BA, Political Science, Finance
Central Michigan University 1986 — 1988
Gabriel Richard 1981 — 1985
Derek Allan Derek Allan's American Express Financial Advisors Experience 2005 - 2006
Job Financial Analyst
Industry Accounting
Experience
Bosch August 2012 - September 2013
Red Bull North America, Inc. September 2010 - August 2012
RP Manufacturing, Inc. 2008 - 2010
John Hancock Financial Services 2007 - 2007
American Express Financial Advisors 2005 - 2006
Skills
Cost Analysis, SAP, PowerPoint, Financial Reporting, Spreadsheets, Financial Analysis, Cost Benefit, Microsoft Excel, Financial Modeling, Strategic Planning, Internal Controls, Process Improvement, Variance Analysis, Leadership, Forecasting, Analysis, Accounting
Education
California State University-Long Beach - College of Business Administration 2010 — 2014
Master, Business Administration
California State University-Long Beach - College of Business Administration 2004 — 2007
Bachelor of Science, Finance
Bosch August 2012 - September 2013
Red Bull North America, Inc. September 2010 - August 2012
RP Manufacturing, Inc. 2008 - 2010
John Hancock Financial Services 2007 - 2007
American Express Financial Advisors 2005 - 2006
Skills
Cost Analysis, SAP, PowerPoint, Financial Reporting, Spreadsheets, Financial Analysis, Cost Benefit, Microsoft Excel, Financial Modeling, Strategic Planning, Internal Controls, Process Improvement, Variance Analysis, Leadership, Forecasting, Analysis, Accounting
Education
California State University-Long Beach - College of Business Administration 2010 — 2014
Master, Business Administration
California State University-Long Beach - College of Business Administration 2004 — 2007
Bachelor of Science, Finance
Scott Bergan,ChFC,CLU,AWMA Scott Bergan,ChFC,CLU,AWMA's American Express Financial Advisors Experience November 1999 - March 2002
Job Senior Wealth Manager at Vineyard Financial Group & Owner, Vineyard Wealth Management,LLC
Industry Investment Management
Experience
Vineyard Wealth Managment, LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
New England Securities April 2002 - January 2006
American Express Financial Advisors November 1999 - March 2002
IDS Life Insurance Company November 1999 - March 2002
Skills
Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Securities, Wealth Management..., Personal Finance, Financial Services, Pensions, Financial Goals, Retirement, Life Insurance, Long Term Care Insurance, Disability Insurance, Long-term Care, Alternative Investments, Variable Annuities, Financial Planning, Fee Based Advisory..., Financial Advisory, Fixed Annuities, Wealth, Investments
Education
College for Financial Planning 2007 — 2008
AWMA, Wealth Management
The American College 2003 — 2005
ChFC,CLU, Financial Planning
University of Colorado Boulder 1976 — 1980
BA, cum laude, Psychology
Vineyard Wealth Managment, LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
New England Securities April 2002 - January 2006
American Express Financial Advisors November 1999 - March 2002
IDS Life Insurance Company November 1999 - March 2002
Skills
Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Securities, Wealth Management..., Personal Finance, Financial Services, Pensions, Financial Goals, Retirement, Life Insurance, Long Term Care Insurance, Disability Insurance, Long-term Care, Alternative Investments, Variable Annuities, Financial Planning, Fee Based Advisory..., Financial Advisory, Fixed Annuities, Wealth, Investments
Education
College for Financial Planning 2007 — 2008
AWMA, Wealth Management
The American College 2003 — 2005
ChFC,CLU, Financial Planning
University of Colorado Boulder 1976 — 1980
BA, cum laude, Psychology
Edward Domanico, ChFC® CRPC® Edward Domanico, ChFC® CRPC®'s American Express Financial Advisors Experience 1998 - 2005
Job Field Vice President, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company October 2012 - Present
New England Financial of North Jersey May 2011 - September 2012
Consultant April 2010 - April 2011
MetLife July 2009 - June 2010
Ameriprise Financial October 2006 - March 2009
Ameriprise Financial March 2000 - October 2006
American Express Financial Advisors 1998 - 2005
Ameriprise Financial May 1998 - March 2000
Education
The American College 2009 — 2011
Chartered Financial Consultant, ChFC®
College for Financial Planning 2006 — 2006
CRPC®
Montclair State University 1992 — 1996
BA
New Jersey Life, Accident, Health, Property & Casualty Insurance License
County College of Morris
A.A.S.
Pacific Life Insurance Company October 2012 - Present
New England Financial of North Jersey May 2011 - September 2012
Consultant April 2010 - April 2011
MetLife July 2009 - June 2010
Ameriprise Financial October 2006 - March 2009
Ameriprise Financial March 2000 - October 2006
American Express Financial Advisors 1998 - 2005
Ameriprise Financial May 1998 - March 2000
Education
The American College 2009 — 2011
Chartered Financial Consultant, ChFC®
College for Financial Planning 2006 — 2006
CRPC®
Montclair State University 1992 — 1996
BA
New Jersey Life, Accident, Health, Property & Casualty Insurance License
County College of Morris
A.A.S.
Edward Rogers Edward Rogers's American Express Financial Advisors Experience February 2003 - January 2005
Job Business Banking Specialist
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
Wells Fargo May 2013 - Present
New York Life Insurance Company November 2010 - May 2013
JP Morgan Chase April 2009 - November 2010
JPMorgan Chase January 2005 - April 2009
American Express Financial Advisors February 2003 - January 2005
Skills
Financial Planning, Investments, Retirement, Commercial Banking, Finance, Financial Analysis, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Series 7, Series 63, Fixed Annuities, Coaching, Sales, Disability Insurance, Retail Banking, Life Insurance, Insurance Brokerage, Personal Financial..., Series 65, Property & Casualty..., Health Insurance, Group Insurance, Long Term Care Insurance, Variable Annuities, Fixed Income, College Education..., Sales Management, Strategic Thinking, Voiceovers, Professional Audio, Sound Reinforcement, Sound Editing, Sound Mixing, Product Launch, Publishing, Website Development, Social Media
Education
Carnegie Mellon University 1974 — 1978
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
WESTBURY HIGH SCHOOL 1970 — 1974
ACADEMIC, MATHEMATICS, SCIENCE
John Puhl John Puhl's American Express Financial Advisors Experience October 2004 - April 2007
Job Enterprise Services Leader Client Computing & Support for MN.IT Services at the State of Minnesota
Industry Information Technology and Services
Experience
State of Minnesota September 2013 - Present
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial April 2008 - December 2009
Ameriprise Financial April 2007 - March 2008
American Express Financial Advisors October 2004 - April 2007
Investments Technologies April 2003 - October 2004
Investments Technologies January 2000 - January 2003
Investments Technologies January 1997 - January 2000
Ameriprise Finanical January 1994 - January 1997
Ameriprise Financial January 1992 - January 1994
Skills
Asset Managment, Leadership, Series 7, Fixed Annuities, Strategic Financial..., Investments, Relationship Management, Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Insurance, Investment Advisory, Financial Analysis, Risk Management, Securities, Estate Planning, Asset Management, Call Centers, Strategy, Vendor Management, Business Analysis, Team Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Business Process...
Education
Capella University 2013 — 2017
Information Technology, 4.0
University of Minnesota College of Continuing Education 2008 — 2012
College of Continuing Education, 3.86 of 4.0
Academy of Accountancy 1981 — 1982
State of Minnesota September 2013 - Present
Ameriprise Financial January 2010 - November 2012
Ameriprise Financial April 2008 - December 2009
Ameriprise Financial April 2007 - March 2008
American Express Financial Advisors October 2004 - April 2007
Investments Technologies April 2003 - October 2004
Investments Technologies January 2000 - January 2003
Investments Technologies January 1997 - January 2000
Ameriprise Finanical January 1994 - January 1997
Ameriprise Financial January 1992 - January 1994
Skills
Asset Managment, Leadership, Series 7, Fixed Annuities, Strategic Financial..., Investments, Relationship Management, Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Insurance, Investment Advisory, Financial Analysis, Risk Management, Securities, Estate Planning, Asset Management, Call Centers, Strategy, Vendor Management, Business Analysis, Team Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Financial Services, IT Strategy, Management, Program Management, Business Process...
Education
Capella University 2013 — 2017
Information Technology, 4.0
University of Minnesota College of Continuing Education 2008 — 2012
College of Continuing Education, 3.86 of 4.0
Academy of Accountancy 1981 — 1982
Arthur Chalekian, GEPC Arthur Chalekian, GEPC's American Express Financial Advisors Experience June 1997 - January 2001
Job President, Elite Financial Partners
Industry Investment Management
Experience
Elite Financial Partners 1996 - Present
WM Financial Services January 2001 - November 2002
American Express Financial Advisors June 1997 - January 2001
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement, Estate Tax Planning, Wealth Management, Wealth Preservation, Wealth Transfer Planning, Inheritance Tax Planning, Mutual Funds, Asset Allocation, Bonds, Stocks, Strategic Planning, Entity Selection, Retirement Income..., Real Estate Investment, 1031 Exchanges, IRA Rollovers, Roth IRA, 401k, 401k Rollovers, Succession Planning, Business Strategy, Long Term Care, Insurance, Investment Advisory, Employee Benefits, Term Life Insurance, Wealth Accumulation, Wealth, Disability Insurance, Alternative Investments, Series 7, Series 63, Series 65, IRAs, Strategic Financial..., Financial Planners, Banking, Finance, Wealth Management..., Investments, Tax, Small Business, Investment Management, Investment Strategies, Financial Services, Investment Properties
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor Professional Education for Financial Advisors
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Finance, 3.93
National Institute for Estate Planners 2004 — 2005
GEPC, Estate Planning
DHS 1981 — 1995
Elite Financial Partners 1996 - Present
WM Financial Services January 2001 - November 2002
American Express Financial Advisors June 1997 - January 2001
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Protection, Retirement, Estate Tax Planning, Wealth Management, Wealth Preservation, Wealth Transfer Planning, Inheritance Tax Planning, Mutual Funds, Asset Allocation, Bonds, Stocks, Strategic Planning, Entity Selection, Retirement Income..., Real Estate Investment, 1031 Exchanges, IRA Rollovers, Roth IRA, 401k, 401k Rollovers, Succession Planning, Business Strategy, Long Term Care, Insurance, Investment Advisory, Employee Benefits, Term Life Insurance, Wealth Accumulation, Wealth, Disability Insurance, Alternative Investments, Series 7, Series 63, Series 65, IRAs, Strategic Financial..., Financial Planners, Banking, Finance, Wealth Management..., Investments, Tax, Small Business, Investment Management, Investment Strategies, Financial Services, Investment Properties
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor Professional Education for Financial Advisors
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.), Finance, 3.93
National Institute for Estate Planners 2004 — 2005
GEPC, Estate Planning
DHS 1981 — 1995
Geoff Oprandy, CFP®, ChFC®, CLU® Geoff Oprandy, CFP®, ChFC®, CLU®'s American Express Financial Advisors Experience October 1999 - August 2004
Job Senior Vice President
Industry Financial Services
Experience
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
SagePoint Financial September 2010 - Present
YourCEONow June 2009 - Present
Ameriprise Financial August 2004 - March 2009
American Express Financial Advisors October 1999 - August 2004
IDS - American Express October 1993 - October 1999
Education
Stockton University
Business, Finance and Economics
College for Financial Planning
CFP®, Financial Planning
The American College
ChFC® & CLU®, Financial Planning & Insurance
Greg Thompson Greg Thompson's American Express Financial Advisors Experience April 1999 - February 2000
Job Corporate Incentive Manager at Bass Pro Shops
Industry Sporting Goods
Experience
Bass Pro Shops February 2008 - May 2014
Bass Pro Shops July 2006 - February 2008
Bass Pro Shops December 2004 - June 2006
Bass Pro Shops October 2003 - December 2004
American Express Financial Advisors April 1999 - February 2000
Skills
Catalogs, Retail, B2B, Sales, Business Development, E-commerce, Loyalty Programs, Direct Marketing, Product Development, Merchandising, Account Management, Sales Management, New Business Development, Marketing Strategy, Product Marketing, Online Advertising, Management, Marketing, Customer Service, Negotiation, Strategy, Budgets, Inventory Management, Sales Operations
Education
Camden County College 1987 — 1990
General Studies
Bass Pro Shops February 2008 - May 2014
Bass Pro Shops July 2006 - February 2008
Bass Pro Shops December 2004 - June 2006
Bass Pro Shops October 2003 - December 2004
American Express Financial Advisors April 1999 - February 2000
Skills
Catalogs, Retail, B2B, Sales, Business Development, E-commerce, Loyalty Programs, Direct Marketing, Product Development, Merchandising, Account Management, Sales Management, New Business Development, Marketing Strategy, Product Marketing, Online Advertising, Management, Marketing, Customer Service, Negotiation, Strategy, Budgets, Inventory Management, Sales Operations
Education
Camden County College 1987 — 1990
General Studies
Rebecca Lahl Rebecca Lahl's American Express Financial Advisors Experience September 2000 - September 2004
Job AVP Strategic Portfolio Management Team Office of the President Mortgage Service Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
The Weatherly Group October 2009 - April 2012
Ameriprise Financial , Inc September 2004 - March 2009
American Express Financial Advisors September 2000 - September 2004
Ameriprise Financial Services, Inc. 1995 - 2000
Ameriprise Financial Services, Inc. 1990 - 1995
Ameriprise Financial Services, Inc. 1986 - 1990
Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management
Education
Project Management Institute 2009 — 2010
PMP, Program Management
Six Sigma 2003 — 2003
Six Sigma - Green Belt
College for Financial Planning
CFP, Financial Planning
Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management
NASD/FINRA
Series 6, 7 & 24 Licensure, Financial
Wells Fargo April 2012 - Present
The Weatherly Group October 2009 - April 2012
Ameriprise Financial , Inc September 2004 - March 2009
American Express Financial Advisors September 2000 - September 2004
Ameriprise Financial Services, Inc. 1995 - 2000
Ameriprise Financial Services, Inc. 1990 - 1995
Ameriprise Financial Services, Inc. 1986 - 1990
Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management
Education
Project Management Institute 2009 — 2010
PMP, Program Management
Six Sigma 2003 — 2003
Six Sigma - Green Belt
College for Financial Planning
CFP, Financial Planning
Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management
NASD/FINRA
Series 6, 7 & 24 Licensure, Financial
Donn Sharer's American Express Financial Advisors Experience 1990 - 1998
Job President of Sharer & Associates Inc
Industry Financial Services
Experience
Sharer & Associates Inc / Considine Sharer & Associates Inc 2005 - Present
Patpatia & Associates March 2005 - Present
Capital Professional Advisors 2004 - 2004
Logic Opera 2003 - 2004
MetLife 1998 - 2003
American Express Financial Advisors 1990 - 1998
Skills
Insurance, Financial Services, Strategic Financial..., Business Strategy, Strategic Planning, Retirement Planning, Wealth Management, Small Business, Consulting, Retirement, Investments, Long-term Care, Financial Planners, Fixed Annuities, Life Insurance, Asset Allocation, Leadership, Disability Insurance, Estate Planning, 401k, Employee Benefits, Strategy, Investment Advisory, Underwriting, Business Planning, Professional Mentoring, Term Life Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Leadership Development
Education
The American College 2001 — 2002
CLU, Chartered Life Underwriter
The American College 2000 — 2001
ChFC, Chartered Financial Consultant
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Strategic Management
Northwestern University 1979 — 1983
BSIE, Industrial Engineering/Management Science
Sharer & Associates Inc / Considine Sharer & Associates Inc 2005 - Present
Patpatia & Associates March 2005 - Present
Capital Professional Advisors 2004 - 2004
Logic Opera 2003 - 2004
MetLife 1998 - 2003
American Express Financial Advisors 1990 - 1998
Skills
Insurance, Financial Services, Strategic Financial..., Business Strategy, Strategic Planning, Retirement Planning, Wealth Management, Small Business, Consulting, Retirement, Investments, Long-term Care, Financial Planners, Fixed Annuities, Life Insurance, Asset Allocation, Leadership, Disability Insurance, Estate Planning, 401k, Employee Benefits, Strategy, Investment Advisory, Underwriting, Business Planning, Professional Mentoring, Term Life Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Leadership Development
Education
The American College 2001 — 2002
CLU, Chartered Life Underwriter
The American College 2000 — 2001
ChFC, Chartered Financial Consultant
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Strategic Management
Northwestern University 1979 — 1983
BSIE, Industrial Engineering/Management Science
Craig Skeels Craig Skeels's American Express Financial Advisors Experience November 1981 - May 2005
Job Managing Director at United Capital Financial Life Management
Industry Financial Services
Experience
Craig's Classics January 2010 - Present
United Capital Financial Life Management August 2005 - Present
FOOD Share December 2004 - December 2009
American Express Financial Advisors November 1981 - May 2005
Skills
Retirement Planning, Estate Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, Management, Investment Advisory, Mergers & Acquisitions, Insurance, Series 7, Wealth, Investments, Leadership, Wealth Management, Securities, Financial Advisory, Asset Allocation, Mutual Funds, Financial Planners, Financial Planning
Education
The American College 1989 — 1991
ChFC & CLU, Financial Planning, Insurance Planning
College for Financial Planning 1982 — 1984
CFP, Financial Planning
UCSB 1978 — 1980
Bachelor of Arts, Business Economics
UCLA 1976 — 1978
Pre-Medicine
Craig's Classics January 2010 - Present
United Capital Financial Life Management August 2005 - Present
FOOD Share December 2004 - December 2009
American Express Financial Advisors November 1981 - May 2005
Skills
Retirement Planning, Estate Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, Management, Investment Advisory, Mergers & Acquisitions, Insurance, Series 7, Wealth, Investments, Leadership, Wealth Management, Securities, Financial Advisory, Asset Allocation, Mutual Funds, Financial Planners, Financial Planning
Education
The American College 1989 — 1991
ChFC & CLU, Financial Planning, Insurance Planning
College for Financial Planning 1982 — 1984
CFP, Financial Planning
UCSB 1978 — 1980
Bachelor of Arts, Business Economics
UCLA 1976 — 1978
Pre-Medicine
Dita Merritt,CFP® Dita Merritt,CFP®'s American Express Financial Advisors Experience August 2001 - April 2002
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Ameriprise Financial August 2002 - December 2010
Primerica Financial Services April 2002 - July 2002
American Express Financial Advisors August 2001 - April 2002
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner, Financial Planning
University of Denver - Daniels College of Business 1998 — 2001
BSBA, Finance/marketing
Ameriprise Financial December 2010 - Present
Ameriprise Financial August 2002 - December 2010
Primerica Financial Services April 2002 - July 2002
American Express Financial Advisors August 2001 - April 2002
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner, Financial Planning
University of Denver - Daniels College of Business 1998 — 2001
BSBA, Finance/marketing
Michael Caron Michael Caron's American Express Financial Advisors Experience April 2000 - September 2001
Job Utility Commissioner, State of CT Public Utilities Regulatory Authority PURA
Industry Government Administration
Experience
CT Public Utilities Regulatory Authority July 2012 - Present
Camilliere, Cloud & Kennedy February 2011 - July 2012
Pfizer, Inc. May 2009 - December 2010
Connecticut House of Representatives January 1991 - January 2009
Caron Strategy and Consulting 2009 - 2009
Sterling Planet July 2007 - October 2008
Life Financial Services, Danielson, CT 2001 - 2007
American Express Financial Advisors April 2000 - September 2001
Skills
Media Relations, Speech Writing, Community Relations, Governmental Affairs, Political Management, Grassroots Outreach, Grassroots Mobilization, Coalition Development, Press Releases, Grassroots Organizing, Economic Development, Politics, Public Relations, Community Development, Government, Strategic Communications, Fundraising, Policy Analysis, Legislative Relations, Grassroots, Non-profits, Public Policy, Leadership, Political Campaigns, Nonprofits, International Relations, Legislation, Public Speaking, Program Management, Public Affairs, Energy Policy, Community Outreach, Corporate Social...
Education
Central Connecticut State University
B.A. / B.S., History / Finance
CT Public Utilities Regulatory Authority July 2012 - Present
Camilliere, Cloud & Kennedy February 2011 - July 2012
Pfizer, Inc. May 2009 - December 2010
Connecticut House of Representatives January 1991 - January 2009
Caron Strategy and Consulting 2009 - 2009
Sterling Planet July 2007 - October 2008
Life Financial Services, Danielson, CT 2001 - 2007
American Express Financial Advisors April 2000 - September 2001
Skills
Media Relations, Speech Writing, Community Relations, Governmental Affairs, Political Management, Grassroots Outreach, Grassroots Mobilization, Coalition Development, Press Releases, Grassroots Organizing, Economic Development, Politics, Public Relations, Community Development, Government, Strategic Communications, Fundraising, Policy Analysis, Legislative Relations, Grassroots, Non-profits, Public Policy, Leadership, Political Campaigns, Nonprofits, International Relations, Legislation, Public Speaking, Program Management, Public Affairs, Energy Policy, Community Outreach, Corporate Social...
Education
Central Connecticut State University
B.A. / B.S., History / Finance
Peter Ahrens Peter Ahrens's American Express Financial Advisors Experience 1991 - 1997
Job Senior Executive Operations | Sales | Marketing
Industry Financial Services
Experience
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Laurie Kern Laurie Kern's American Express Financial Advisors Experience 2003 - 2005
Job Senior Compliance Associate at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management May 2014 - Present
Fiduciary Counselling, Inc. May 2011 - April 2014
Clearwater Investment Trust December 2013 - March 2014
Clearwater Management Company December 2013 - March 2014
Fiduciary Counselling, Inc. April 2010 - May 2011
Thrivent Financial for Lutherans September 2007 - March 2010
American Express Financial Advisors 2003 - 2005
American Express Financial Advisors 1997 - 2003
Skills
Regulatory Compliance, Process Improvement, Internal Controls, Leadership, Team Management, Management, Financial Services, Investments, Change Management, Asset Management
Education
Cardinal Stritch University 1989 — 1991
BS, Business Management
Galliard Capital Management May 2014 - Present
Fiduciary Counselling, Inc. May 2011 - April 2014
Clearwater Investment Trust December 2013 - March 2014
Clearwater Management Company December 2013 - March 2014
Fiduciary Counselling, Inc. April 2010 - May 2011
Thrivent Financial for Lutherans September 2007 - March 2010
American Express Financial Advisors 2003 - 2005
American Express Financial Advisors 1997 - 2003
Skills
Regulatory Compliance, Process Improvement, Internal Controls, Leadership, Team Management, Management, Financial Services, Investments, Change Management, Asset Management
Education
Cardinal Stritch University 1989 — 1991
BS, Business Management
Gail Gardner's American Express Financial Advisors Experience August 1991 - November 1999
Job Certified Financial Planner TM
Industry Financial Services
Experience
Blue Ocean Strategic Capital, LLC November 1999 - February 2013
American Express Financial Advisors August 1991 - November 1999
Skills
Strategic Financial...
Education
Clarkson University 1988 — 1990
Master of Business Administration, N/A
State University of New York College at Potsdam 1982 — 1986
Bachelor of Arts
Blue Ocean Strategic Capital, LLC November 1999 - February 2013
American Express Financial Advisors August 1991 - November 1999
Skills
Strategic Financial...
Education
Clarkson University 1988 — 1990
Master of Business Administration, N/A
State University of New York College at Potsdam 1982 — 1986
Bachelor of Arts
Chris Westendorp's American Express Financial Advisors Experience April 2003 - August 2006
Job Senior Manager Compliance and Controls at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. May 2008 - February 2012
Ameriprise Financial August 2006 - May 2008
American Express Financial Advisors April 2003 - August 2006
American Express Financial Advisors April 2001 - April 2003
American Express Financial Advisors January 1999 - April 2001
Skills
Trading, Recruiting, Series 7, Uniform Combined State..., Financial Advisory, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Analysis, Options, Strategic Planning, Leadership, Relationship Management, Training, Financial Services, Banking, Finance, Insurance, Investments, Portfolio Management, Retirement, Risk Management, Series 63, Strategic Financial...
Education
Capella University 2008 — 2012
University of Minnesota-Twin Cities
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial Services, Inc. May 2008 - February 2012
Ameriprise Financial August 2006 - May 2008
American Express Financial Advisors April 2003 - August 2006
American Express Financial Advisors April 2001 - April 2003
American Express Financial Advisors January 1999 - April 2001
Skills
Trading, Recruiting, Series 7, Uniform Combined State..., Financial Advisory, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Securities, Analysis, Options, Strategic Planning, Leadership, Relationship Management, Training, Financial Services, Banking, Finance, Insurance, Investments, Portfolio Management, Retirement, Risk Management, Series 63, Strategic Financial...
Education
Capella University 2008 — 2012
University of Minnesota-Twin Cities
Anne Dunnburg Anne Dunnburg's American Express Financial Advisors Experience 2004 - 2007
Job President at Select Financial Partners, LLC, Cabot Lodge Securities, LLC
Industry Financial Services
Experience
Jackson Hewitt Tax Service Inc. 2009 - Present
Select Financial Partners April 2008 - Present
Select Financial Partners, LLC April 2008 - Present
Lincoln Financial Group April 2008 - June 2011
American Express Financial Advisors 2004 - 2007
Arthur Anderson 1990 - 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Wealth Management, Finance, Estate Planning, Fixed Annuities, Insurance, Analysis, Financial Planning, Mutual Funds, Long-term Care, Financial Education, Financial Coaching, Investment Advisory, IRAs, Financial Services, Investment Strategies, Wealth Preservation..., Alternative Investments, Financial Risk, Portfolio Management, Employee Stock Options, Protection, Investment Management, Securities, Financial Planners, 401k, Trading, Financial Strategies, Medicare Solutions, Life Insurance, Variable Annuities, Retirement Income, Annuities, Small Business Planning, Retirement Income...
Education
The American College 2015 — 2015
RICP, Retirement Income Planning
College for Financial Planning 2005 — 2006
CRPC, Retirement Planning
Golden Gate University 1999 — 2002
GCFP, Financial Planning, 3.55 GPA
Goddard-Cambridge 1978 — 1979
M.A., Counseling Psychology
Jackson Hewitt Tax Service Inc. 2009 - Present
Select Financial Partners April 2008 - Present
Select Financial Partners, LLC April 2008 - Present
Lincoln Financial Group April 2008 - June 2011
American Express Financial Advisors 2004 - 2007
Arthur Anderson 1990 - 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Wealth Management, Finance, Estate Planning, Fixed Annuities, Insurance, Analysis, Financial Planning, Mutual Funds, Long-term Care, Financial Education, Financial Coaching, Investment Advisory, IRAs, Financial Services, Investment Strategies, Wealth Preservation..., Alternative Investments, Financial Risk, Portfolio Management, Employee Stock Options, Protection, Investment Management, Securities, Financial Planners, 401k, Trading, Financial Strategies, Medicare Solutions, Life Insurance, Variable Annuities, Retirement Income, Annuities, Small Business Planning, Retirement Income...
Education
The American College 2015 — 2015
RICP, Retirement Income Planning
College for Financial Planning 2005 — 2006
CRPC, Retirement Planning
Golden Gate University 1999 — 2002
GCFP, Financial Planning, 3.55 GPA
Goddard-Cambridge 1978 — 1979
M.A., Counseling Psychology
Pierre Movsessian, MBA, CFP®, AIF® Pierre Movsessian, MBA, CFP®, AIF®'s American Express Financial Advisors Experience October 1995 - February 1998
Job LPL Branch Manager at LPL Financial
Industry Financial Services
Experience
My 360 Wealth Management Group September 1998 - Present
LPL Financial February 1998 - Present
American Express Financial Advisors October 1995 - February 1998
Skills
IRA's, 401k, Insurance Planning, Financial Planning, Investments, Wealth Management, ERISA, Securities, Asset Protection, Retirement, Retirement Planning, Asset Management, Estate Planning, Insurance, Series 7, Small Business, Succession Planning, Risk Management, Annuities, Tax, Wealth, Licensing, Employee Benefits, Investment Advisory, Planning, Financial Analysis, Auditing, Strategic Planning, Pensions, Business Planning, Financial Advisory, Alternative Investments, Long Term Care, Savings, Asset, Benefits, Portfolio Management, Strategic Financial..., Financial Planners, Fixed Annuities, IRAs, Asset Managment, Financial Services, Finance, Project Planning, Long-term Care, Mutual Funds, Wealth Management..., Investment Strategies, Personal Finance
Education
California State University-Northridge 1992 — 1994
MBA, Finance
California State University-Northridge 1988 — 1992
BS, Finance
Glendale High
My 360 Wealth Management Group September 1998 - Present
LPL Financial February 1998 - Present
American Express Financial Advisors October 1995 - February 1998
Skills
IRA's, 401k, Insurance Planning, Financial Planning, Investments, Wealth Management, ERISA, Securities, Asset Protection, Retirement, Retirement Planning, Asset Management, Estate Planning, Insurance, Series 7, Small Business, Succession Planning, Risk Management, Annuities, Tax, Wealth, Licensing, Employee Benefits, Investment Advisory, Planning, Financial Analysis, Auditing, Strategic Planning, Pensions, Business Planning, Financial Advisory, Alternative Investments, Long Term Care, Savings, Asset, Benefits, Portfolio Management, Strategic Financial..., Financial Planners, Fixed Annuities, IRAs, Asset Managment, Financial Services, Finance, Project Planning, Long-term Care, Mutual Funds, Wealth Management..., Investment Strategies, Personal Finance
Education
California State University-Northridge 1992 — 1994
MBA, Finance
California State University-Northridge 1988 — 1992
BS, Finance
Glendale High
Jill Funck Jill Funck's American Express Financial Advisors Experience January 2002 - June 2005
Job HR Global Manager of Learning and Development at H.B. Fuller Company
Industry Chemicals
Experience
H.B. Fuller Company January 2011 - Present
Ameriprise Financial July 2005 - January 2011
American Express Financial Advisors January 2002 - June 2005
American Express Financial Advisors June 1996 - June 2002
American Express Financial Advisors June 1993 - June 1996
American Express Financial Advisors June 1991 - June 1993
Skills
Instructional Design, E-learning, Technical Training, Blended Learning, Instructor-led Training, ADDIE, Distance Learning, Project Management, Training Facilitation, Performance Improvement, E-Learning, Process Improvement, Performance Management, Leadership, Training, Captivate, Strategy, Needs Analysis, Management, Employee Training, Human Resources, Technical Writing, Personnel Management, Talent Management, SnagIt, Visio, Leadership Development
Education
Carroll University
BS, Psychology and Spanish
RHS
Universidad Complutense de Madrid
Spanish
University of Minnesota-Twin Cities
Masters of Education, Human Resource Development
H.B. Fuller Company January 2011 - Present
Ameriprise Financial July 2005 - January 2011
American Express Financial Advisors January 2002 - June 2005
American Express Financial Advisors June 1996 - June 2002
American Express Financial Advisors June 1993 - June 1996
American Express Financial Advisors June 1991 - June 1993
Skills
Instructional Design, E-learning, Technical Training, Blended Learning, Instructor-led Training, ADDIE, Distance Learning, Project Management, Training Facilitation, Performance Improvement, E-Learning, Process Improvement, Performance Management, Leadership, Training, Captivate, Strategy, Needs Analysis, Management, Employee Training, Human Resources, Technical Writing, Personnel Management, Talent Management, SnagIt, Visio, Leadership Development
Education
Carroll University
BS, Psychology and Spanish
RHS
Universidad Complutense de Madrid
Spanish
University of Minnesota-Twin Cities
Masters of Education, Human Resource Development
Ryan Goldenhar, CFA, CFP® Ryan Goldenhar, CFA, CFP®'s American Express Financial Advisors Experience December 1999 - January 2000
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo November 2006 - Present
CFA Socity of San Diego 2006 - 2008
Merrill Lynch July 2004 - October 2006
Centara Capital January 2004 - May 2004
Securities Training Corporation May 2000 - January 2004
University of Southern California January 2000 - May 2000
American Express Financial Advisors December 1999 - January 2000
National Notary Association March 1999 - November 1999
The Complete Sheet, Inc. August 1997 - March 1999
GolinHarris March 1997 - August 1997
Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis
Education
University of Southern California 1997 — 1998
Master of Arts, Communication Management
California State University-Northridge 1990 — 1994
Bachelor of Arts, Communication
Wells Fargo November 2006 - Present
CFA Socity of San Diego 2006 - 2008
Merrill Lynch July 2004 - October 2006
Centara Capital January 2004 - May 2004
Securities Training Corporation May 2000 - January 2004
University of Southern California January 2000 - May 2000
American Express Financial Advisors December 1999 - January 2000
National Notary Association March 1999 - November 1999
The Complete Sheet, Inc. August 1997 - March 1999
GolinHarris March 1997 - August 1997
Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis
Education
University of Southern California 1997 — 1998
Master of Arts, Communication Management
California State University-Northridge 1990 — 1994
Bachelor of Arts, Communication
Daniel Dent Daniel Dent's American Express Financial Advisors Experience December 1993 - March 2003
Job SVP, Consumer Deposit and Emerging Payments Solutions Manager at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank May 2013 - Present
First Tennessee Bank February 2006 - May 2013
First Tennessee Bank January 2005 - January 2006
First Tennessee Bank April 2003 - December 2004
American Express Financial Advisors December 1993 - March 2003
Skills
Banking, Commercial Banking, Financial Services, Portfolio Management, Strategic Financial..., Financial Analysis, Finance, Mortgage Lending, Strategic Planning, Consumer Lending, Small Business Lending, Commercial Lending, Series 7, Customer Retention, Market Analysis, Private Banking, Loans, Strategy, Executive Management, Payments, Licensing, Training, Management, Credit, Cross Selling, Wealth Management, Retail Banking, Credit Cards, Strategic Communications, Risk Management, Credit Analysis, Relationship Management, Treasury Management, Credit Risk, Sales, CRM, Investments, Cash Management, Loan Origination, Uniform Combined State..., Underwriting, Insurance, Construction Loans, Lines Of Credit, Mortgage Banking, Deposits, Financial Risk
Education
Christian Brothers University
MBA, 4.0
The Barret School of Banking - Summa Cum Laude
The University of Memphis
First Tennessee Bank May 2013 - Present
First Tennessee Bank February 2006 - May 2013
First Tennessee Bank January 2005 - January 2006
First Tennessee Bank April 2003 - December 2004
American Express Financial Advisors December 1993 - March 2003
Skills
Banking, Commercial Banking, Financial Services, Portfolio Management, Strategic Financial..., Financial Analysis, Finance, Mortgage Lending, Strategic Planning, Consumer Lending, Small Business Lending, Commercial Lending, Series 7, Customer Retention, Market Analysis, Private Banking, Loans, Strategy, Executive Management, Payments, Licensing, Training, Management, Credit, Cross Selling, Wealth Management, Retail Banking, Credit Cards, Strategic Communications, Risk Management, Credit Analysis, Relationship Management, Treasury Management, Credit Risk, Sales, CRM, Investments, Cash Management, Loan Origination, Uniform Combined State..., Underwriting, Insurance, Construction Loans, Lines Of Credit, Mortgage Banking, Deposits, Financial Risk
Education
Christian Brothers University
MBA, 4.0
The Barret School of Banking - Summa Cum Laude
The University of Memphis
Heather Lermont-Pape Heather Lermont-Pape's American Express Financial Advisors Experience October 1996 - June 2001
Job Helping executives reposition themselves for the next phase of their life
Industry Professional Training & Coaching
Experience
Lermont Group Organizational Development Program ManagerMonsterAugust 2004 - July 2007
Martin Group June 2001 - January 2004
American Express Financial Advisors October 1996 - June 2001
GTE January 1979 - May 1993
Skills
Leadership, Strategic Planning, Coaching, Process Improvement, Team Building, Organizational..., Training, Solution Selling, Leadership Development, Change Management, Program Management, Team Leadership, Talent Management, Executive Coaching, Project Management, Organizational..., Management, Start-ups, Strategy, Business Development, Entrepreneurship
Education
Western Michigan University 1981 — 1985
Masters of Arts, Adult Learning
Central Michigan University 1974 — 1978
Bachelor of Arts, Business Administration
Lermont Group Organizational Development Program ManagerMonsterAugust 2004 - July 2007
Martin Group June 2001 - January 2004
American Express Financial Advisors October 1996 - June 2001
GTE January 1979 - May 1993
Skills
Leadership, Strategic Planning, Coaching, Process Improvement, Team Building, Organizational..., Training, Solution Selling, Leadership Development, Change Management, Program Management, Team Leadership, Talent Management, Executive Coaching, Project Management, Organizational..., Management, Start-ups, Strategy, Business Development, Entrepreneurship
Education
Western Michigan University 1981 — 1985
Masters of Arts, Adult Learning
Central Michigan University 1974 — 1978
Bachelor of Arts, Business Administration
Jason Ice, CFP® Jason Ice, CFP®'s American Express Financial Advisors Experience December 2001 - June 2004
Job Director of Financial Services with C&P Wealth Management, LLC
Industry Financial Services
Experience
C&P Wealth Management, LLC July 2009 - Present
Ameriprise Financial Services, Inc. July 2007 - July 2009
Ameriprise Financial June 2004 - July 2007
American Express Financial Advisors December 2001 - June 2004
Sarnoff Corporation 2000 - 2000
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory, Series 9, Series 10, Series 66, Investments, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Retirement, 401k, 403 b
Education
Penn State University 1997 — 2001
BS, Finance
American College 2008 — 2009
Certified Financial Planning Certification, Chartered Financial Consultant Designation
Certified Financial Planner Board of Standards 2008 — 2009
College for Financial Planning 2005 — 2008
Certified Retirement Planning Consultant, Accredited Asset Management Specialist
Institute of Business and Finance 2003 — 2004
Certified Funds Specialist Designation
Berkshire School 1996 — 1997
Pennsbury High School 1992 — 1996
C&P Wealth Management, LLC July 2009 - Present
Ameriprise Financial Services, Inc. July 2007 - July 2009
Ameriprise Financial June 2004 - July 2007
American Express Financial Advisors December 2001 - June 2004
Sarnoff Corporation 2000 - 2000
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory, Series 9, Series 10, Series 66, Investments, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Retirement, 401k, 403 b
Education
Penn State University 1997 — 2001
BS, Finance
American College 2008 — 2009
Certified Financial Planning Certification, Chartered Financial Consultant Designation
Certified Financial Planner Board of Standards 2008 — 2009
College for Financial Planning 2005 — 2008
Certified Retirement Planning Consultant, Accredited Asset Management Specialist
Institute of Business and Finance 2003 — 2004
Certified Funds Specialist Designation
Berkshire School 1996 — 1997
Pennsbury High School 1992 — 1996
Jon Bicknell, CFP ® Jon Bicknell, CFP ®'s American Express Financial Advisors Experience January 1996 - March 1998
Job Financial Advisor with 18 years' experience addressing complex financial challenges
Industry Financial Services
Experience
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Brian Wissinger Brian Wissinger's American Express Financial Advisors Experience February 1995 - June 1997
Job LPL Financial Advisor, Investment Advisor Representative @ LPL Financial
Industry Financial Services
Experience
LPL Financial November 1997 - Present
American Express Financial Advisors February 1995 - June 1997
Endorsements & recommendations 1994 - 1994
San Diego Fed S&L, Great American Bank, Security Pacific Mortgage Corp,... 1982 - 1991
Skills
Estate Planning, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Management, Wealth Planning, LPL Investment Advisor..., Financial Advisor, Independent Insurance..., As an Investment..., Financial Planning, Retirement, Series 7, Investments, Financial Services, Securities, Finance
Education
Chapman University 1990 — 1992
Bachelor of Science, Business Administration
University of San Diego High School 'Uni' now known as Cathedral High
LPL Financial November 1997 - Present
American Express Financial Advisors February 1995 - June 1997
Endorsements & recommendations 1994 - 1994
San Diego Fed S&L, Great American Bank, Security Pacific Mortgage Corp,... 1982 - 1991
Skills
Estate Planning, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Management, Wealth Planning, LPL Investment Advisor..., Financial Advisor, Independent Insurance..., As an Investment..., Financial Planning, Retirement, Series 7, Investments, Financial Services, Securities, Finance
Education
Chapman University 1990 — 1992
Bachelor of Science, Business Administration
University of San Diego High School 'Uni' now known as Cathedral High
Brooks Howard Brooks Howard's American Express Financial Advisors Experience August 1989 - May 1999
Job Senior Financial Advisor at Crossbridge Financial Group
Industry Financial Services
Experience
Crossbridge Financial Group May 1999 - December 2012
American Express Financial Advisors August 1989 - May 1999
Skills
Securities, Mutual Funds, Finance, Investment Advisory, Financial Analysis, Strategic Financial..., FINRA, Process Improvement, Employee Benefits, Financial Modeling, Cross-functional Team..., Strategy, Program Management
Education
State University of New York Empire State College 1992 — 1995
Financial Management
College for Financial Planning 1989 — 1992
Certified Financial Planner
Crossbridge Financial Group May 1999 - December 2012
American Express Financial Advisors August 1989 - May 1999
Skills
Securities, Mutual Funds, Finance, Investment Advisory, Financial Analysis, Strategic Financial..., FINRA, Process Improvement, Employee Benefits, Financial Modeling, Cross-functional Team..., Strategy, Program Management
Education
State University of New York Empire State College 1992 — 1995
Financial Management
College for Financial Planning 1989 — 1992
Certified Financial Planner
Jeffrey T Craig, CFP®, EA Jeffrey T Craig, CFP®, EA's American Express Financial Advisors Experience 2000 - 2003
Job Sr. Financial Counselor & Director of Tax Services, The Colony Group
Industry Financial Services
Experience
The Colony Group LLC November 2003 - Present
American Express Financial Advisors 2000 - 2003
Carlson Marketing 1998 - 2000
Skills
Wealth Management, Asset Management, Financial Services, Financial Planners, Asset Allocation, Finance, Retirement Planning, Retirement, Estate Planning, Insurance, Strategic Financial..., Investments, Asset Managment, Spreadsheets
Education
University of Massachusetts, Amherst 1992 — 1993
Master of Science (M.S.), Sport Management
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Mathematics
Hingham High School 1982 — 1985
The Colony Group LLC November 2003 - Present
American Express Financial Advisors 2000 - 2003
Carlson Marketing 1998 - 2000
Skills
Wealth Management, Asset Management, Financial Services, Financial Planners, Asset Allocation, Finance, Retirement Planning, Retirement, Estate Planning, Insurance, Strategic Financial..., Investments, Asset Managment, Spreadsheets
Education
University of Massachusetts, Amherst 1992 — 1993
Master of Science (M.S.), Sport Management
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Mathematics
Hingham High School 1982 — 1985
Matt Manella, CFP® Matt Manella, CFP®'s American Express Financial Advisors Experience 2001 - 2002
Job
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
MassMutual Financial Group April 2012 - Present
LPL Financial 2010 - 2011
Wachovia 2009 - 2010
Merrill Lynch 2002 - 2009
American Express Financial Advisors 2001 - 2002
Smith Barney 2001 - 2002
MFS Investment Management 2000 - 2001
Fidelity Investments 1999 - 2000
Various 1988 - 1999
Education
Gordon College 1993 — 1998
Bachelor of Arts, Biblical and Theological Studies; Minor: Marine Biology
College for Financial Planning 2000 — 2003
CFP®, Financial Planning
University of Maryland University College 2007 — 2009
Graduate Work, Accounting and Financial Management
Jerusalem University College (JUC) - Old City Jerusalem, Israel 1996 — 1997
Course Work, Biblical and Theological Studies
Sea Education Association (SEA) - Woods Hole, Massachusetts 1995 — 1996
Course Work, Marine Biology
Montana Wilderness School of the Bible (MWSB) - Augusta, Montana 1992 — 1993
St. Paul's (SP) - Brooklandville, Maryland 1989 — 1991
Valley Forge Military Academy & College 1988 — 1989
Tina Carpenter, GCDF Tina Carpenter, GCDF's American Express Financial Advisors Experience February 1997 - May 1999
Job Career Facilitator SCBEC at Southwestern Oregon Community College
Industry Individual & Family Services
Experience
Southwestern Oregon Community College April 2012 - Present
South Coast Business Employment Corporation March 2012 - Present
South Coast Business Employment Corporation August 2009 - April 2012
Oregon Employment Department 2009 - 2009
Roseburg Forest Products May 2001 - January 2007
Norway Industries March 2000 - May 2001
Ron's Oil March 2000 - July 2000
Merrill Pest Control May 1999 - March 2000
American Express Financial Advisors February 1997 - May 1999
Les Schwab Tire Centers September 1995 - June 1998
Skills
Customer Service, Microsoft Office, Scheduling, Social Services, Policy, Teaching Workshops, Labor Market, Technology, Career Assessment, Process Scheduler, Coaching, Event Planning, PowerPoint, Adult Education, Teaching, Higher Education, Student Affairs, Mock Interviews, Career Counseling, Leadership Development, Career Development, Fundraising, Team Building, Non-profits, Training, Community Outreach, Research, Microsoft Excel, Curriculum Development, Public Speaking, Leadership, Resume Writing, Program Management, Grant Writing, Interviews, Staff Development, Job Search, Volunteer Management, Academic Advising, Workforce Development, Job Search Strategies, Workshop Facilitation, Global Career..., Cover Letters, Case Management, Interview Preparation, Curriculum Design, Nonprofits
Education
George Fox University 2014 — 2015
Bachelor's Degree, Management and Organizational Leadership, 4.0 GPA
Clackamas Community College 2010 — 2011
Career Pathway Certificate, Career Development Facilitator, 4.0 GPA
Southwestern Oregon Community College 2007 — 2009
AS / AAOT, Human Services, 3.9 GPA
Coquille High School
Diploma
Southwestern Oregon Community College April 2012 - Present
South Coast Business Employment Corporation March 2012 - Present
South Coast Business Employment Corporation August 2009 - April 2012
Oregon Employment Department 2009 - 2009
Roseburg Forest Products May 2001 - January 2007
Norway Industries March 2000 - May 2001
Ron's Oil March 2000 - July 2000
Merrill Pest Control May 1999 - March 2000
American Express Financial Advisors February 1997 - May 1999
Les Schwab Tire Centers September 1995 - June 1998
Skills
Customer Service, Microsoft Office, Scheduling, Social Services, Policy, Teaching Workshops, Labor Market, Technology, Career Assessment, Process Scheduler, Coaching, Event Planning, PowerPoint, Adult Education, Teaching, Higher Education, Student Affairs, Mock Interviews, Career Counseling, Leadership Development, Career Development, Fundraising, Team Building, Non-profits, Training, Community Outreach, Research, Microsoft Excel, Curriculum Development, Public Speaking, Leadership, Resume Writing, Program Management, Grant Writing, Interviews, Staff Development, Job Search, Volunteer Management, Academic Advising, Workforce Development, Job Search Strategies, Workshop Facilitation, Global Career..., Cover Letters, Case Management, Interview Preparation, Curriculum Design, Nonprofits
Education
George Fox University 2014 — 2015
Bachelor's Degree, Management and Organizational Leadership, 4.0 GPA
Clackamas Community College 2010 — 2011
Career Pathway Certificate, Career Development Facilitator, 4.0 GPA
Southwestern Oregon Community College 2007 — 2009
AS / AAOT, Human Services, 3.9 GPA
Coquille High School
Diploma
William Easley, CFP®, ChFC® William Easley, CFP®, ChFC®'s American Express Financial Advisors Experience March 1987 - February 1995
Job Managing DirectorWealth Management at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Vincent Vu Huynh Vincent Vu Huynh's American Express Financial Advisors Experience May 2004 - May 2005
Job Associate at First Foundation, Inc.
Industry Financial Services
Experience
First Foundation, Inc. December 2010 - Present
Acquisition Group Inc. November 2005 - 2009
American Express Financial Advisors May 2004 - May 2005
Skills
Equities, Portfolio Management, Financial Modeling, Fixed Income, Investments, Mutual Funds, Capital Markets, Asset Allocation, financial analysis, Financial Statement..., Equity Trading, Trading Systems, Fixed Income Analysis, Bloomberg, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Series 7, Trading, Asset Management
Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Finance
First Foundation, Inc. December 2010 - Present
Acquisition Group Inc. November 2005 - 2009
American Express Financial Advisors May 2004 - May 2005
Skills
Equities, Portfolio Management, Financial Modeling, Fixed Income, Investments, Mutual Funds, Capital Markets, Asset Allocation, financial analysis, Financial Statement..., Equity Trading, Trading Systems, Fixed Income Analysis, Bloomberg, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Series 7, Trading, Asset Management
Education
California State University-Long Beach - College of Business Administration
Bachelors of Science, Finance
Nick Janet, ChFC Nick Janet, ChFC's American Express Financial Advisors Experience 2001 - 2002
Job Agent, State Farm Insurance Companies
Industry Insurance
Experience
State Farm - Nick Janet Agency July 2007 - Present
NAIFA DuPage July 2012 - June 2013
DocuPhoto Corp. 1996 - 2006
American Express Financial Advisors 2001 - 2002
Skills
Risk Analytics, Financial Analysis, Strategic Leadership, Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Financial Services, Finance, Homeowners, Retirement Planning, Term Life Insurance, Fixed Annuities, Whole Life, Long-term Care, Risk Management, Financial Risk, Financial Planning, Liability
Education
American College 2010 — 2012
LUTCF, ChFC, Finance, Insurance, Investments
College for Financial Planning 2004 — 2007
CFP prerequisite course, Financial Planning
Illinois Wesleyan University 1997 — 2001
Bachelors, Risk Management
State Farm - Nick Janet Agency July 2007 - Present
NAIFA DuPage July 2012 - June 2013
DocuPhoto Corp. 1996 - 2006
American Express Financial Advisors 2001 - 2002
Skills
Risk Analytics, Financial Analysis, Strategic Leadership, Insurance, Strategic Financial..., Life Insurance, Disability Insurance, Financial Services, Finance, Homeowners, Retirement Planning, Term Life Insurance, Fixed Annuities, Whole Life, Long-term Care, Risk Management, Financial Risk, Financial Planning, Liability
Education
American College 2010 — 2012
LUTCF, ChFC, Finance, Insurance, Investments
College for Financial Planning 2004 — 2007
CFP prerequisite course, Financial Planning
Illinois Wesleyan University 1997 — 2001
Bachelors, Risk Management
Edward Kucharski CFP® Edward Kucharski CFP®'s American Express Financial Advisors Experience January 1984 - September 1988
Job Certified Financial Planner
Industry Financial Services
Experience
FSC Securities Corporation 2001 - Present
Kucharski Financial Services, LLC September 1988 - Present
FIRST CHOICE LOAN SERVICES INC. 2011 - 2012
Referal Group Inc. 2003 - 2012
American Express Financial Advisors January 1984 - September 1988
Skills
Retirement Income..., Wealth Management, Wealth Transfer Planning, Retirement Plan..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Securities, Investment Strategies, Portfolio Management, Financial Services, Financial Planners, Finance, 401k, Small Business, FINRA, Wealth Accumulation
Education
College for Financial Planning 1988 — 1989
CFP, Certified Financial Planner Designation
West Chester University of Pennsylvania 1975 — 1979
Bachelor of Science, Criminal Justice
FSC Securities Corporation 2001 - Present
Kucharski Financial Services, LLC September 1988 - Present
FIRST CHOICE LOAN SERVICES INC. 2011 - 2012
Referal Group Inc. 2003 - 2012
American Express Financial Advisors January 1984 - September 1988
Skills
Retirement Income..., Wealth Management, Wealth Transfer Planning, Retirement Plan..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Securities, Investment Strategies, Portfolio Management, Financial Services, Financial Planners, Finance, 401k, Small Business, FINRA, Wealth Accumulation
Education
College for Financial Planning 1988 — 1989
CFP, Certified Financial Planner Designation
West Chester University of Pennsylvania 1975 — 1979
Bachelor of Science, Criminal Justice
Gendreau Neil Gendreau Neil's American Express Financial Advisors Experience January 1994 - October 2004
Job Neil H. Gendreau, CFP, ChFC
Industry Financial Services
Experience
Neil H Gendreau, CFP, ChFC October 2004 - Present
American Express Financial Advisors January 1994 - October 2004
Skills
Financial Services, Small Business, Budgets
Education
The American College 2005 — 2007
ChFC, Chartered Financial Consultant
College for Financial Planning 1995 — 2001
CFP, Cash Flow, Insurance, Investment, Tax, Retirement & Estate Planning
Nichols College 1987 — 1992
BS in Business Administration, Finance, Accounting
Southbridge High School
Neil H Gendreau, CFP, ChFC October 2004 - Present
American Express Financial Advisors January 1994 - October 2004
Skills
Financial Services, Small Business, Budgets
Education
The American College 2005 — 2007
ChFC, Chartered Financial Consultant
College for Financial Planning 1995 — 2001
CFP, Cash Flow, Insurance, Investment, Tax, Retirement & Estate Planning
Nichols College 1987 — 1992
BS in Business Administration, Finance, Accounting
Southbridge High School
Christopher Rotella, MBA, CRPC, ChFC, CLU's American Express Financial Advisors Experience 2003 - 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2003 - Present
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 2002 - 2003
Education
The American College 2013 — 2013
Charter Life Underwriter, Insurance
The American College 2004 — 2008
ChFC, Financial Planning
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Financial Planning and Services
Seton Hall University 1996 — 1998
MBA
US Coast Guard Academy 1990 — 1995
Bachelor of Science, Civil Engineering
Ameriprise Financial Services, Inc. December 2003 - Present
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 2002 - 2003
Education
The American College 2013 — 2013
Charter Life Underwriter, Insurance
The American College 2004 — 2008
ChFC, Financial Planning
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Financial Planning and Services
Seton Hall University 1996 — 1998
MBA
US Coast Guard Academy 1990 — 1995
Bachelor of Science, Civil Engineering
Brian Katzman, CFP® Brian Katzman, CFP®'s American Express Financial Advisors Experience February 1996 - March 1999
Job Senior Financial Planner at Larry Heller & Associates
Industry Financial Services
Experience
Larry Heller & Associates October 2005 - Present
Fidelity Investments March 1999 - October 2001
American Express Financial Advisors February 1996 - March 1999
Education
College for Financial Planning 1998 — 1999
Financial Planning
Penn State University 1978 — 1982
Edward R. Murrow H.S. 1976 — 1978
Larry Heller & Associates October 2005 - Present
Fidelity Investments March 1999 - October 2001
American Express Financial Advisors February 1996 - March 1999
Education
College for Financial Planning 1998 — 1999
Financial Planning
Penn State University 1978 — 1982
Edward R. Murrow H.S. 1976 — 1978
Chad Kannady Chad Kannady's American Express Financial Advisors Experience March 2004 - July 2004
Job VPFinancial Advisor at Whitney Investment Services
Industry Banking
Experience
Whitney Investment Services April 2006 - Present
US Army February 2010 - August 2015
Louisana Army National Guard July 2004 - August 2008
Hibernia National Bank July 2004 - January 2006
American Express Financial Advisors March 2004 - July 2004
Kansas National Guard August 2000 - July 2004
Kansas Cosmosphere and Space Center August 2002 - December 2002
Smithsonian Institution May 2002 - August 2002
Wichita-Sedgwick County Historic Preservation Office January 2000 - December 2000
Wichita-Sedgwick County Historic Museum August 1999 - December 1999
Skills
Investments, Portfolio Management, Financial Services, Risk Management, Banking, Wealth Management, Leadership, Finance, Retail Banking, Hold Series 7, Hold Series 66, Registered Investment..., Counterintelligence, Counter Surveillance, Threat Assessment, Surveillance, Criminal Investigations, Internal & External..., Briefing, HUMINT, Source Intelligence, Government Liasioning, Credit, Financial Analysis
Education
Wichita State University 2001 — 2019
Master of Arts (M.A.), Public/Applied History
Cochise College 2010 — 2010
Associate of Science (A.S.), Military Intelligence, General, 4.0
Wichita State University 1997 — 2000
Bachelor of Arts (B.A.), History
Wichita State University 1997 — 2000
Bachelor of Arts (B.A.), Anthropology
Mandeville High School 1995 — 1996
High School, General Studies
Whitney Investment Services April 2006 - Present
US Army February 2010 - August 2015
Louisana Army National Guard July 2004 - August 2008
Hibernia National Bank July 2004 - January 2006
American Express Financial Advisors March 2004 - July 2004
Kansas National Guard August 2000 - July 2004
Kansas Cosmosphere and Space Center August 2002 - December 2002
Smithsonian Institution May 2002 - August 2002
Wichita-Sedgwick County Historic Preservation Office January 2000 - December 2000
Wichita-Sedgwick County Historic Museum August 1999 - December 1999
Skills
Investments, Portfolio Management, Financial Services, Risk Management, Banking, Wealth Management, Leadership, Finance, Retail Banking, Hold Series 7, Hold Series 66, Registered Investment..., Counterintelligence, Counter Surveillance, Threat Assessment, Surveillance, Criminal Investigations, Internal & External..., Briefing, HUMINT, Source Intelligence, Government Liasioning, Credit, Financial Analysis
Education
Wichita State University 2001 — 2019
Master of Arts (M.A.), Public/Applied History
Cochise College 2010 — 2010
Associate of Science (A.S.), Military Intelligence, General, 4.0
Wichita State University 1997 — 2000
Bachelor of Arts (B.A.), History
Wichita State University 1997 — 2000
Bachelor of Arts (B.A.), Anthropology
Mandeville High School 1995 — 1996
High School, General Studies
Tom Whitam's American Express Financial Advisors Experience July 1996 - 1999
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities, Inc. October 2015 - Present
Merrill Lynch November 2014 - July 2015
Ameriprise Financial Services, Inc. January 2009 - July 2014
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) July 2007 - January 2009
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) April 2003 - June 2007
American Enterprise Investment Services, Inc. Subsidiary of American Express Financial Advisors 1999 - 2003
American Express Financial Advisors July 1996 - 1999
Norwest Investment Management and Trust 1994 - 1996
Skills
Series 7, Series 63, FINRA, Securities, Equities, Investments, Alternative Investments, Brokerage, Options, Series 24, Trading, Capital Markets, Financial Services, Fixed Income, Risk Management, Investment Management, Mutual Funds
Education
Capella University 2008 — 2012
Business Administration
The University of North Dakota 1988 — 1990
Aviation Administration
Deutsche Bank Securities, Inc. October 2015 - Present
Merrill Lynch November 2014 - July 2015
Ameriprise Financial Services, Inc. January 2009 - July 2014
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) July 2007 - January 2009
American Enterprise Investment Services, Inc. (subsidiary of Ameriprise Financial, Inc.) April 2003 - June 2007
American Enterprise Investment Services, Inc. Subsidiary of American Express Financial Advisors 1999 - 2003
American Express Financial Advisors July 1996 - 1999
Norwest Investment Management and Trust 1994 - 1996
Skills
Series 7, Series 63, FINRA, Securities, Equities, Investments, Alternative Investments, Brokerage, Options, Series 24, Trading, Capital Markets, Financial Services, Fixed Income, Risk Management, Investment Management, Mutual Funds
Education
Capella University 2008 — 2012
Business Administration
The University of North Dakota 1988 — 1990
Aviation Administration
Alexander Boswell Alexander Boswell's American Express Financial Advisors Experience September 1992 - September 1995
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc. Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. - Private Wealth Management April 2012 - Present
Merrill Lynch July 2000 - April 2012
Raymond James Financial, Inc. September 1996 - September 1999
American Express Financial Advisors September 1992 - September 1995
Education
College for Financial Planning
Master of Science Finance, Financial Analysis
University of South Florida 1983 — 1988
Bachelor of Science, Marketing
UBS Financial Services, Inc. - Private Wealth Management April 2012 - Present
Merrill Lynch July 2000 - April 2012
Raymond James Financial, Inc. September 1996 - September 1999
American Express Financial Advisors September 1992 - September 1995
Education
College for Financial Planning
Master of Science Finance, Financial Analysis
University of South Florida 1983 — 1988
Bachelor of Science, Marketing
SharonAnn Hamilton's American Express Financial Advisors Experience 1982 - 2002
Job Consulting with attorneys & clients for trust funding detailsEstate Settlement CoordinatorFiduciary
Industry Investment Management
Experience
The Retirement Concierge & Estate Settlement Coordinator January 2009 - Present
MindSafaris™ January 2002 - January 2009
Securities America, Inc. 2003 - 2009
American Express Financial Advisors 1982 - 2002
Skills
Strategic Financial..., Coaching, Hiking, Retirement Planning, Retirement, Wealth, Public Speaking, Writing, Writing LifePlan, Small group facilitating, Small Business, Wealth Accumulation, Budgets, Strategic Planning, Financial Analysis, Business Planning, Asset Management, Pensions, Team Building, Wealth Management, Entrepreneurship, Sales, Time Management, Finance, Financial Planning, Insurance, Customer Service, Investments, Financial Advisory, Management, Real Estate, Fixed Annuities
Education
College of Financial Planning Denver CO 1989 — 1990
MS, Financial Services
College for Financial Planning 1987 — 1988
MS, Institutional Investing
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
California State University-San Bernardino - College of Business and Public Administration 1979 — 1980
MBA, Organizational Behavor
The Retirement Concierge & Estate Settlement Coordinator January 2009 - Present
MindSafaris™ January 2002 - January 2009
Securities America, Inc. 2003 - 2009
American Express Financial Advisors 1982 - 2002
Skills
Strategic Financial..., Coaching, Hiking, Retirement Planning, Retirement, Wealth, Public Speaking, Writing, Writing LifePlan, Small group facilitating, Small Business, Wealth Accumulation, Budgets, Strategic Planning, Financial Analysis, Business Planning, Asset Management, Pensions, Team Building, Wealth Management, Entrepreneurship, Sales, Time Management, Finance, Financial Planning, Insurance, Customer Service, Investments, Financial Advisory, Management, Real Estate, Fixed Annuities
Education
College of Financial Planning Denver CO 1989 — 1990
MS, Financial Services
College for Financial Planning 1987 — 1988
MS, Institutional Investing
College for Financial Planning 1985 — 1987
CFP, Finanical Planning
California State University-San Bernardino - College of Business and Public Administration 1979 — 1980
MBA, Organizational Behavor
Linda M Olejko, CFP Linda M Olejko, CFP's American Express Financial Advisors Experience October 1983 - July 1992
Job New Business Development Director, Vice President for GlenmedeTrust Company (Investment and Wealth Management)
Industry Financial Services
Experience
Glenmede Trust Company April 2003 - Present
Key Bank 1997 - March 2003
Bank One 1992 - 1997
American Express Financial Advisors October 1983 - July 1992
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Strategic Planning, Wealth, Real Estate, Finance, Portfolio Management, Trusts, High Net Worth..., Wealth Management..., Financial Advisory, Asset Management, CRM, Business Development, Management, Asset Allocation, Tax, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Retirement Planning, Securities, Mutual Funds
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana Wesleyan University
BSM, Business Management
Glenmede Trust Company April 2003 - Present
Key Bank 1997 - March 2003
Bank One 1992 - 1997
American Express Financial Advisors October 1983 - July 1992
Skills
Strategic Financial..., Investments, Estate Planning, Wealth Management, Strategic Planning, Wealth, Real Estate, Finance, Portfolio Management, Trusts, High Net Worth..., Wealth Management..., Financial Advisory, Asset Management, CRM, Business Development, Management, Asset Allocation, Tax, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Retirement Planning, Securities, Mutual Funds
Education
College for Financial Planning
CFP, Certified Financial Planner
Indiana Wesleyan University
BSM, Business Management
Jessica Respondek, MBA's American Express Financial Advisors Experience May 2002 - April 2003
Job DOS, Courtyard St. Petersburg Clearwater / Madeira Beach
Industry Management Consulting
Experience
Shaner Hotels March 2014 - Present
The Sales Source, LLC August 2012 - March 2014
Surfrider Foundation February 2006 - February 2012
TradeWinds Island Resorts February 2005 - May 2007
Chaminade University of Honolulu April 2003 - December 2004
American Express Financial Advisors May 2002 - April 2003
Sanibel Harbour Resort & Spa September 1994 - February 2002
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
MBA, Multiple Concentrations
Chaminade University of Honolulu
Business, Management
Academy of the Holy Names
HS Diploma
Shaner Hotels March 2014 - Present
The Sales Source, LLC August 2012 - March 2014
Surfrider Foundation February 2006 - February 2012
TradeWinds Island Resorts February 2005 - May 2007
Chaminade University of Honolulu April 2003 - December 2004
American Express Financial Advisors May 2002 - April 2003
Sanibel Harbour Resort & Spa September 1994 - February 2002
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
MBA, Multiple Concentrations
Chaminade University of Honolulu
Business, Management
Academy of the Holy Names
HS Diploma
Diana Siciliano, CRPC Diana Siciliano, CRPC's American Express Financial Advisors Experience April 1998 - July 2005
Job Wealth Advisor
Industry Financial Services
Experience
First Bank May 2011 - Present
Merrill Lynch April 2010 - May 2011
Fidelity Investments July 2005 - March 2009
American Express Financial Advisors April 1998 - July 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Retirement Plan..., Trust Services, Intergenerational..., Charitable Gift Planning, Protection..., Asset Protection, Insurance, Strategic Financial..., Financial Advisory, Retirement, Investment Management, Wealth, Series 7, Investments, Mutual Funds, Small Business, Finance, Financial Services, Wealth Management..., Personal Finance, Fixed Annuities, Tax, IRAs, Financial Planners, 401k, Long-term Care
Education
University of California, Irvine 2003 — 2004
CFP Certificant, Certified Financial Planner Program
Chapman University 1991 — 1993
Bachelor of Science, Healthcare Administration
First Bank May 2011 - Present
Merrill Lynch April 2010 - May 2011
Fidelity Investments July 2005 - March 2009
American Express Financial Advisors April 1998 - July 2005
Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Retirement Plan..., Trust Services, Intergenerational..., Charitable Gift Planning, Protection..., Asset Protection, Insurance, Strategic Financial..., Financial Advisory, Retirement, Investment Management, Wealth, Series 7, Investments, Mutual Funds, Small Business, Finance, Financial Services, Wealth Management..., Personal Finance, Fixed Annuities, Tax, IRAs, Financial Planners, 401k, Long-term Care
Education
University of California, Irvine 2003 — 2004
CFP Certificant, Certified Financial Planner Program
Chapman University 1991 — 1993
Bachelor of Science, Healthcare Administration
Alicia Pruitt's American Express Financial Advisors Experience August 1998 - November 1998
Job CEO at ASAP Accounting Solutions, Inc
Industry Accounting
Experience
ASAP Accounting Solutions, Inc August 2004 - Present
Thomson Reuters September 2005 - November 2007
Karl Haiser, CPA, P.C February 2000 - August 2004
GE Capital January 1997 - September 1999
American Express Financial Advisors August 1998 - November 1998
Internal Revenue Service December 1992 - August 1998
Skills
Accounting, Auditing, Internal Controls, Tax, Account Reconciliation, Accounts Payable, Accounts Receivable, Due Diligence, Financial Statements, Budgets, Analysis, Tax Preparation, CPA, Start-ups, Management
Education
Capella University 2012 — 2016
Doctor of Philosophy (PhD), Business/Managerial Economics
Salem International University 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Michigan 1988 — 1992
BBA, Accounting
ASAP Accounting Solutions, Inc August 2004 - Present
Thomson Reuters September 2005 - November 2007
Karl Haiser, CPA, P.C February 2000 - August 2004
GE Capital January 1997 - September 1999
American Express Financial Advisors August 1998 - November 1998
Internal Revenue Service December 1992 - August 1998
Skills
Accounting, Auditing, Internal Controls, Tax, Account Reconciliation, Accounts Payable, Accounts Receivable, Due Diligence, Financial Statements, Budgets, Analysis, Tax Preparation, CPA, Start-ups, Management
Education
Capella University 2012 — 2016
Doctor of Philosophy (PhD), Business/Managerial Economics
Salem International University 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Michigan 1988 — 1992
BBA, Accounting
Melanie Siemon CFP's American Express Financial Advisors Experience 1994 - August 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Financial July 1994 - Present
Papadoyannis and Associates January 2007 - November 2011
American Express Financial Advisors 1994 - August 2005
Bay Commercial Construction May 1982 - July 1994
Education
San Francisco State University 1979 — 1982
BS, International Business
City College of San Francisco 1984 — 1986
Math and Chemistry
Ameriprise Financial Services, Inc. December 2011 - Present
Ameriprise Financial July 1994 - Present
Papadoyannis and Associates January 2007 - November 2011
American Express Financial Advisors 1994 - August 2005
Bay Commercial Construction May 1982 - July 1994
Education
San Francisco State University 1979 — 1982
BS, International Business
City College of San Francisco 1984 — 1986
Math and Chemistry
Jonathan Thornberry, CFP® Jonathan Thornberry, CFP®'s American Express Financial Advisors Experience August 2001 - April 2002
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2003 - Present
Retirement Planning Strategies April 2002 - June 2003
American Express Financial Advisors August 2001 - April 2002
Education
Centre College 1998 — 2001
BA, History
Robert W. Baird & Co. June 2003 - Present
Retirement Planning Strategies April 2002 - June 2003
American Express Financial Advisors August 2001 - April 2002
Education
Centre College 1998 — 2001
BA, History
Margaret Luandha's American Express Financial Advisors Experience 2002 - 2002
Job Marketing Director at De L'avion, Inc.
Industry Apparel & Fashion
Experience
De L'avion, Inc. July 2010 - Present
A.N.D.M Showroom 2005 - 2010
Restoration Hardware 2003 - 2004
The Sharper Image 2002 - 2003
BCBG Max Azria 1997 - 2003
American Express Financial Advisors 2002 - 2002
Skills
Merchandising, Account Management, Strategic Partnerships, Relationship Coach, product and..., Team Building, Handbags, Accessories, Handmade Jewelry, Brand Management, Trend Analysis, Negotiation, Inventory Management, Retail, Market Research, Fashion, Luxury Goods, Leadership, Sales, Apparel, Marketing, Marketing Strategy, Trend
Education
Portland State University 2008 — 2009
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Southern Oregon University 1991 — 1996
Bachelor of Arts (BA), Marketing
City University (GB)
Master of Business Administration (MBA)
De L'avion, Inc. July 2010 - Present
A.N.D.M Showroom 2005 - 2010
Restoration Hardware 2003 - 2004
The Sharper Image 2002 - 2003
BCBG Max Azria 1997 - 2003
American Express Financial Advisors 2002 - 2002
Skills
Merchandising, Account Management, Strategic Partnerships, Relationship Coach, product and..., Team Building, Handbags, Accessories, Handmade Jewelry, Brand Management, Trend Analysis, Negotiation, Inventory Management, Retail, Market Research, Fashion, Luxury Goods, Leadership, Sales, Apparel, Marketing, Marketing Strategy, Trend
Education
Portland State University 2008 — 2009
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Southern Oregon University 1991 — 1996
Bachelor of Arts (BA), Marketing
City University (GB)
Master of Business Administration (MBA)
Janine Benedict Janine Benedict's American Express Financial Advisors Experience November 1999 - July 2000
Job
Industry Marketing and Advertising
Experience
Campbell-Ewald July 2000 - July 2008
American Express Financial Advisors November 1999 - July 2000
J.D. Power and Associates August 1998 - November 1999
EDS February 1997 - August 1998
Skills
Strategy, CRM, Market Research, Digital Strategy, Leadership, Strategic Planning, Marketing, Cross-functional Team..., Advertising, Management, Integrated Marketing, Digital Media, Budgets, Online Advertising, Digital Marketing, Digital Photography
Education
Wayne State University 1999 — 2003
MBA, Marketing and MIS
Michigan State University 1994 — 1996
Bachelor of Arts, International Studies
Central Michigan University 1992 — 1994
Campbell-Ewald July 2000 - July 2008
American Express Financial Advisors November 1999 - July 2000
J.D. Power and Associates August 1998 - November 1999
EDS February 1997 - August 1998
Skills
Strategy, CRM, Market Research, Digital Strategy, Leadership, Strategic Planning, Marketing, Cross-functional Team..., Advertising, Management, Integrated Marketing, Digital Media, Budgets, Online Advertising, Digital Marketing, Digital Photography
Education
Wayne State University 1999 — 2003
MBA, Marketing and MIS
Michigan State University 1994 — 1996
Bachelor of Arts, International Studies
Central Michigan University 1992 — 1994
Paul Rampetsreiter, CRPC®, RFC®'s American Express Financial Advisors Experience December 2003 - June 2004
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Synergy Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - March 2009
Ameriprise Financial June 2004 - October 2006
American Express Financial Advisors December 2003 - June 2004
Education
College for Financial Planning 2008 — 2009
CRPC, Chartered Retirement Planning Counselor
Minnesota State University, Mankato 2001 — 2002
Certificate in Financial Planning
University of Minnesota-Twin Cities 1991 — 1998
Bachelor's, Economics
Synergy Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - March 2009
Ameriprise Financial June 2004 - October 2006
American Express Financial Advisors December 2003 - June 2004
Education
College for Financial Planning 2008 — 2009
CRPC, Chartered Retirement Planning Counselor
Minnesota State University, Mankato 2001 — 2002
Certificate in Financial Planning
University of Minnesota-Twin Cities 1991 — 1998
Bachelor's, Economics
Joshua G. Schenker Joshua G. Schenker's American Express Financial Advisors Experience October 1999 - November 2000
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
AXA Advisors August 2011 - Present
VALIC Financial Advisors November 2000 - July 2011
American Express Financial Advisors October 1999 - November 2000
Education
Cleveland State University 1996 — 1999
Major – Marketing, Minor – Finance
Kristie A. Garrett, MBA, CFP™ CRPC™ Kristie A. Garrett, MBA, CFP™ CRPC™'s American Express Financial Advisors Experience 2000 - 2002
Job Business Development Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones September 2015 - Present
Archon Capital Management, LLC February 2009 - May 2015
Ameriprise Financial March 2002 - November 2008
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1995 - 2000
IDS Financial Services/AEFA 1985 - 1995
Skills
Strategy, Strategic Financial..., Leadership, Financial Advisory, Marketing, Marketing Strategy, Retirement Planning, Recruiting, Coaching, Estate Planning, Series 7
Education
Seattle University 1993 — 1998
MBA
College for Financial Planning 1990 — 1993
CFP(TM), CRPC(TM)
Seattle Pacific University - School of Business and Economics 1986 — 1990
BA, Finance, Economics, Management, Magna Cum Laude
Brighton Jones September 2015 - Present
Archon Capital Management, LLC February 2009 - May 2015
Ameriprise Financial March 2002 - November 2008
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1995 - 2000
IDS Financial Services/AEFA 1985 - 1995
Skills
Strategy, Strategic Financial..., Leadership, Financial Advisory, Marketing, Marketing Strategy, Retirement Planning, Recruiting, Coaching, Estate Planning, Series 7
Education
Seattle University 1993 — 1998
MBA
College for Financial Planning 1990 — 1993
CFP(TM), CRPC(TM)
Seattle Pacific University - School of Business and Economics 1986 — 1990
BA, Finance, Economics, Management, Magna Cum Laude
Joe Wietecha Joe Wietecha's American Express Financial Advisors Experience 1993 - 1998
Job Manager at Lexington Financial
Industry Financial Services
Experience
Toastmasters International 2014 - Present
Lexington Financial June 1998 - Present
American Express Financial Advisors 1993 - 1998
United States Marine Corps February 1989 - February 1993
Skills
Financial Planning, Tax, Investments, Finance, Asset Management, Financial Services, Securities, MIS, Retirement Planning, Financial Analysis, Investment Advisory, Wealth Management, Mutual Funds, Small Business, Risk Management, Insurance, Microsoft Excel, Budgets, Management Consulting, Business Planning, Strategic Planning, Process Improvement
Education
Walsh College of Accountancy and Business Administration 1995 — 1998
Master of Science in Finance, Finance
Campbell University 1988 — 1992
Toastmasters International 2014 - Present
Lexington Financial June 1998 - Present
American Express Financial Advisors 1993 - 1998
United States Marine Corps February 1989 - February 1993
Skills
Financial Planning, Tax, Investments, Finance, Asset Management, Financial Services, Securities, MIS, Retirement Planning, Financial Analysis, Investment Advisory, Wealth Management, Mutual Funds, Small Business, Risk Management, Insurance, Microsoft Excel, Budgets, Management Consulting, Business Planning, Strategic Planning, Process Improvement
Education
Walsh College of Accountancy and Business Administration 1995 — 1998
Master of Science in Finance, Finance
Campbell University 1988 — 1992
Jessica Gerry's American Express Financial Advisors Experience December 2000 - June 2002
Job Program Performance Management
Industry Higher Education
Experience
General Dynamics Mission Systems February 2015 - Present
Capella University September 2013 - February 2015
Capella University November 2008 - September 2013
Capella University December 2006 - November 2008
University of Maryland University College May 2005 - November 2006
University of Maryland University College March 2004 - May 2005
Ameriprise June 2002 - December 2003
American Express Financial Advisors December 2000 - June 2002
Skills
Higher Education, PeopleSoft, Leadership, Public Speaking, Time Management, Student Affairs, Admissions, Enrollment Management, Customer Service, Campus, Finance, Microsoft Excel, Data Analysis, Policy, Loans, PowerPoint, Credit, Budgets, Call Center, Strategic Financial..., Sales, Process Improvement, Project Management, Organization Skills, Training & Development
Education
Capella University 2009 — 2012
Bachelor's Degree, Business Administration, 3.8
University of Maryland University College 2004 — 2006
Associates of Arts, Management Studies, 3.2
University of Maryland University College 2004 — 2005
Certificate, Management Studies, 3.3
University of Wisconsin-Platteville
Master’s Degree, Project Management, Graduate
General Dynamics Mission Systems February 2015 - Present
Capella University September 2013 - February 2015
Capella University November 2008 - September 2013
Capella University December 2006 - November 2008
University of Maryland University College May 2005 - November 2006
University of Maryland University College March 2004 - May 2005
Ameriprise June 2002 - December 2003
American Express Financial Advisors December 2000 - June 2002
Skills
Higher Education, PeopleSoft, Leadership, Public Speaking, Time Management, Student Affairs, Admissions, Enrollment Management, Customer Service, Campus, Finance, Microsoft Excel, Data Analysis, Policy, Loans, PowerPoint, Credit, Budgets, Call Center, Strategic Financial..., Sales, Process Improvement, Project Management, Organization Skills, Training & Development
Education
Capella University 2009 — 2012
Bachelor's Degree, Business Administration, 3.8
University of Maryland University College 2004 — 2006
Associates of Arts, Management Studies, 3.2
University of Maryland University College 2004 — 2005
Certificate, Management Studies, 3.3
University of Wisconsin-Platteville
Master’s Degree, Project Management, Graduate
Ann McCarthy Hackney, MBA, AAMS®, CMFC®'s American Express Financial Advisors Experience 1998 - 1999
Job Vice President, Senior Registered Client Associate at The Finlay Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1999 - Present
American Express Financial Advisors 1998 - 1999
Buckingham, Browne & Nichols 1994 - 1997
Pomfret School 1987 - 1994
Education
College of the Holy Cross
A.B., Spanish
Middlebury College
Master of Arts (M.A.), Spanish Language and Literature
Northeastern University
Master of Business Administration (M.B.A.), Finance
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Chartered Mutual Fund Counselor
Wells Fargo Advisors September 1999 - Present
American Express Financial Advisors 1998 - 1999
Buckingham, Browne & Nichols 1994 - 1997
Pomfret School 1987 - 1994
Education
College of the Holy Cross
A.B., Spanish
Middlebury College
Master of Arts (M.A.), Spanish Language and Literature
Northeastern University
Master of Business Administration (M.B.A.), Finance
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Chartered Mutual Fund Counselor
Steve Johnson - MBA Steve Johnson - MBA's American Express Financial Advisors Experience February 1998 - March 2001
Job Project/Program Management Professional
Industry Tobacco
Experience
Express Scripts December 2013 - Present
Little Havana Consulting Inc. April 2011 - Present
Little Havana Tobacco, Inc. January 2010 - November 2014
Hollstadt & Associates January 2013 - August 2013
Hollstadt & Associates August 2011 - August 2012
Hollstadt & Associates March 2011 - June 2011
Ameriprise Financial August 2007 - December 2008
Ameriprise Financial March 2001 - August 2007
American Express Financial Advisors February 1998 - March 2001
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Business Analysis, Financial Services, Program Management, Cross-functional Team..., Project Portfolio..., Strategic Financial..., Budgets, Change Management, Business Process..., Operations Management, Leadership, Team Building, Marketing Strategy, Risk Management, Six Sigma, Management, Analysis
Education
Cardinal Stritch University 2002 — 2004
MBA, Business Adminstration
Cardinal Stritch University 1997 — 1999
BS, Business Management
Express Scripts December 2013 - Present
Little Havana Consulting Inc. April 2011 - Present
Little Havana Tobacco, Inc. January 2010 - November 2014
Hollstadt & Associates January 2013 - August 2013
Hollstadt & Associates August 2011 - August 2012
Hollstadt & Associates March 2011 - June 2011
Ameriprise Financial August 2007 - December 2008
Ameriprise Financial March 2001 - August 2007
American Express Financial Advisors February 1998 - March 2001
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Business Analysis, Financial Services, Program Management, Cross-functional Team..., Project Portfolio..., Strategic Financial..., Budgets, Change Management, Business Process..., Operations Management, Leadership, Team Building, Marketing Strategy, Risk Management, Six Sigma, Management, Analysis
Education
Cardinal Stritch University 2002 — 2004
MBA, Business Adminstration
Cardinal Stritch University 1997 — 1999
BS, Business Management
Joseph Maru Joseph Maru's American Express Financial Advisors Experience 1997 - 2003
Job Annuity Sales Manager at NYLTCB
Industry Insurance
Experience
National Long Term Care Brokers February 2006 - Present
Independent Financial Marketing Group 2004 - February 2006
American Express Financial Advisors 1997 - 2003
Skills
Long-term Care, Fixed Annuities, Medicare, Long Term Care Insurance, Disability Insurance, Retirement Planning, Insurance, Brokers, Life Insurance, Universal Life, Health Insurance, Term Life Insurance, Retirement, Financial Planners, Series 6, Strategic Financial..., Estate Planning, Financial Planning
Education
Colgate University
Bachelor of Arts (B.A.), Political Science
Stillwater High School
National Long Term Care Brokers February 2006 - Present
Independent Financial Marketing Group 2004 - February 2006
American Express Financial Advisors 1997 - 2003
Skills
Long-term Care, Fixed Annuities, Medicare, Long Term Care Insurance, Disability Insurance, Retirement Planning, Insurance, Brokers, Life Insurance, Universal Life, Health Insurance, Term Life Insurance, Retirement, Financial Planners, Series 6, Strategic Financial..., Estate Planning, Financial Planning
Education
Colgate University
Bachelor of Arts (B.A.), Political Science
Stillwater High School
Esther Choi Li Esther Choi Li's American Express Financial Advisors Experience 1996 - 1997
Job Manager of Recruitment at Spherion
Industry Real Estate
Experience
Spherion 2014 - Present
The Barasch Group/Rodeo Realty July 2004 - Present
Ledgent, a Roth Staffing Company April 2012 - 2013
Advance Recruiting Group 2009 - April 2012
Recruiting Resources, Inc 2003 - 2009
Sprague and Associates 2001 - 2003
Robert Half Finance & Accounting 1997 - 2001
American Express Financial Advisors 1996 - 1997
Education
California State University-Northridge
Bachelor of Science, Business Admin, Finance
Spherion 2014 - Present
The Barasch Group/Rodeo Realty July 2004 - Present
Ledgent, a Roth Staffing Company April 2012 - 2013
Advance Recruiting Group 2009 - April 2012
Recruiting Resources, Inc 2003 - 2009
Sprague and Associates 2001 - 2003
Robert Half Finance & Accounting 1997 - 2001
American Express Financial Advisors 1996 - 1997
Education
California State University-Northridge
Bachelor of Science, Business Admin, Finance
Bill Macpherson Bill Macpherson's American Express Financial Advisors Experience January 2000 - August 2001
Job Franchise Owner at Cruise Planners All Seasons Cruise and Travel
Industry Leisure, Travel & Tourism
Experience
Cruise Planners - All Seasons Cruise and Travel October 2012 - Present
Cape Fear Auto Insurance July 2014 - July 2015
Coastal Carrier Moving and Storage February 2012 - October 2012
Thrivent Financial January 2009 - December 2011
Intracoastal Realty Corporation May 2005 - January 2009
UNITED INSURANCE COMPANY OF AMERICA September 2002 - May 2005
Coastal Federal Bank October 2001 - September 2002
American Express Financial Advisors January 2000 - August 2001
APPLIED FLUID POWER, INC June 1998 - January 2000
Motion Industries, Inc 1994 - 1998
Skills
Investments, Sales, New Business Development, Marketing Strategy, Investment Properties, Loans, Marketing, Business Planning, Sales Operations, Risk Management, Competitive Analysis, Banking, Cold Calling, Portfolio Management
Education
Clemson University 1988 — 1992
Bachelor of Science (B.S.), Economics
Clemson University 1988 — 1992
Bachelor's degree, Economics
Cruise Planners - All Seasons Cruise and Travel October 2012 - Present
Cape Fear Auto Insurance July 2014 - July 2015
Coastal Carrier Moving and Storage February 2012 - October 2012
Thrivent Financial January 2009 - December 2011
Intracoastal Realty Corporation May 2005 - January 2009
UNITED INSURANCE COMPANY OF AMERICA September 2002 - May 2005
Coastal Federal Bank October 2001 - September 2002
American Express Financial Advisors January 2000 - August 2001
APPLIED FLUID POWER, INC June 1998 - January 2000
Motion Industries, Inc 1994 - 1998
Skills
Investments, Sales, New Business Development, Marketing Strategy, Investment Properties, Loans, Marketing, Business Planning, Sales Operations, Risk Management, Competitive Analysis, Banking, Cold Calling, Portfolio Management
Education
Clemson University 1988 — 1992
Bachelor of Science (B.S.), Economics
Clemson University 1988 — 1992
Bachelor's degree, Economics
Scott Brink, CFA Scott Brink, CFA's American Express Financial Advisors Experience 1993 - 2000
Job Senior Wealth Manager at Quadrant Financial
Industry Investment Management
Experience
Quadrant Financial Services, LLC December 2014 - Present
Wellington Management May 2010 - December 2014
Wellington Management July 2006 - May 2010
Marsh Executive Benefits 2001 - July 2006
Emerson Investment Management 2000 - 2001
American Express Financial Advisors 1993 - 2000
Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds
Education
Colby College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Quadrant Financial Services, LLC December 2014 - Present
Wellington Management May 2010 - December 2014
Wellington Management July 2006 - May 2010
Marsh Executive Benefits 2001 - July 2006
Emerson Investment Management 2000 - 2001
American Express Financial Advisors 1993 - 2000
Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds
Education
Colby College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Bob Freelove Bob Freelove's American Express Financial Advisors Experience May 1998 - January 2002
Job Director of Gift Planning at Westmont College
Industry Higher Education
Experience
Westmont College Executive Director - SAU FoundationSpring Arbor UniversityMay 2005 - October 2007
BAF Consulting January 2002 - April 2005
American Express Financial Advisors May 1998 - January 2002
Ameritas Variable Life Insurance November 1996 - May 1998
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning
University of Wisconsin-Eau Claire 1963 — 1967
BA, Social Sciences, History, Music
Trinity Evangelical Divinity School
Westmont College Executive Director - SAU FoundationSpring Arbor UniversityMay 2005 - October 2007
BAF Consulting January 2002 - April 2005
American Express Financial Advisors May 1998 - January 2002
Ameritas Variable Life Insurance November 1996 - May 1998
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning
University of Wisconsin-Eau Claire 1963 — 1967
BA, Social Sciences, History, Music
Trinity Evangelical Divinity School
Deborah Haley's American Express Financial Advisors Experience 2003 - 2005
Job Sr. Executive Assistant to the Founder and Office Manager
Industry Financial Services
Experience
The Bollard Group, LLC June 2005 - Present
American Express Financial Advisors 2003 - 2005
Boston Financial Data Services 1998 - 2003
American Express Financial Advisors 1994 - 1998
Skills
Executive..., Benefits Administration, Asset Management, Investments, Client Development, Mutual Funds, Strategic Financial..., Project Management, Heavy Calendaring, Series 7, Staff Development, Staff Management, Office Administration, Building Maintenance, Family Office, Customer Oriented, Manage Client..., Management, Customer Service
Education
University of Massachusetts Boston 1986 — 1988
BA, English
Cape Cod Community College 1981 — 1983
AA, General
Barnstable High School 1976 — 1980
The Bollard Group, LLC June 2005 - Present
American Express Financial Advisors 2003 - 2005
Boston Financial Data Services 1998 - 2003
American Express Financial Advisors 1994 - 1998
Skills
Executive..., Benefits Administration, Asset Management, Investments, Client Development, Mutual Funds, Strategic Financial..., Project Management, Heavy Calendaring, Series 7, Staff Development, Staff Management, Office Administration, Building Maintenance, Family Office, Customer Oriented, Manage Client..., Management, Customer Service
Education
University of Massachusetts Boston 1986 — 1988
BA, English
Cape Cod Community College 1981 — 1983
AA, General
Barnstable High School 1976 — 1980
Brian W. Gallagher CFP®, Brian W. Gallagher CFP®,'s American Express Financial Advisors Experience December 1999 - January 2002
Job Self Employed Financial Planner
Industry Financial Services
Experience
Araneo Tax and Financial December 2009 - Present
Satovsky Asset Management February 2002 - September 2007
American Express Financial Advisors December 1999 - January 2002
MarineSafety Intl 1990 - 1994
Skills
Portfolio Management, Tax Advisory, Retirement Planning, Financial Analysis, Estate Planning, Risk Management, Saving for Education, Certified Financial..., Financial Advisory, Series 7
Education
College for Financial Planning
Queens College
Bachelor of Science (BS), Accounting/Economics
Archbishop Molloy H.S.
Araneo Tax and Financial December 2009 - Present
Satovsky Asset Management February 2002 - September 2007
American Express Financial Advisors December 1999 - January 2002
MarineSafety Intl 1990 - 1994
Skills
Portfolio Management, Tax Advisory, Retirement Planning, Financial Analysis, Estate Planning, Risk Management, Saving for Education, Certified Financial..., Financial Advisory, Series 7
Education
College for Financial Planning
Queens College
Bachelor of Science (BS), Accounting/Economics
Archbishop Molloy H.S.
Ed Drake, MSFP, AEP®, CFP® Ed Drake, MSFP, AEP®, CFP®'s American Express Financial Advisors Experience February 1991 - October 1996
Job Managing Director Strategic Partnerships at Hewins Financial Advisors LLC
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins September 2005 - Present
Wipfli LLP September 2005 - May 2013
Clifton Gunderson 1998 - 2005
PricewaterhouseCoopers November 1996 - November 1998
American Express Financial Advisors February 1991 - October 1996
Skills
Investments, Wealth Management, Retirement, Wealth, Retirement Planning, Tax, Investment Advisory, Estate Planning, Strategic Planning, Asset Management, Succession Planning, Asset Allocation, Strategic Financial..., Global Wealth Management, Family Office Leadership, Advanced Planning Expert, Accounting, Portfolio Management, Financial Management, Business Planning, Mergers, Coaching, Problem Solving, Financial Planning
Education
College for Financial Planning 1996 — 2000
MS
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins September 2005 - Present
Wipfli LLP September 2005 - May 2013
Clifton Gunderson 1998 - 2005
PricewaterhouseCoopers November 1996 - November 1998
American Express Financial Advisors February 1991 - October 1996
Skills
Investments, Wealth Management, Retirement, Wealth, Retirement Planning, Tax, Investment Advisory, Estate Planning, Strategic Planning, Asset Management, Succession Planning, Asset Allocation, Strategic Financial..., Global Wealth Management, Family Office Leadership, Advanced Planning Expert, Accounting, Portfolio Management, Financial Management, Business Planning, Mergers, Coaching, Problem Solving, Financial Planning
Education
College for Financial Planning 1996 — 2000
MS
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA
Chris Kaplan's American Express Financial Advisors Experience September 2003 - March 2004
Job Actuarial Associate at PolySystems, Inc.
Industry Insurance
Experience
PolySystems, Inc. June 2014 - Present
Athene Annuity & Life Assurance Company August 2012 - June 2014
IBM January 2010 - August 2012
IBM April 2004 - December 2009
American Express Financial Advisors September 2003 - March 2004
Skills
Insurance, Investments, Life Insurance, Process Improvement, Financial Risk, Valuation, Fixed Annuities, Actuarial Science, ALM, Financial Services, Employee Benefits, Pricing, Wealth Management, Financial Reporting, Analysis, Mergers & Acquisitions, Accounting, Strategy, Reinsurance, Retirement, Business Process, Access, Relationship Management, Governance
Education
Clemson University 1999 — 2003
B.S., Finance
PolySystems, Inc. June 2014 - Present
Athene Annuity & Life Assurance Company August 2012 - June 2014
IBM January 2010 - August 2012
IBM April 2004 - December 2009
American Express Financial Advisors September 2003 - March 2004
Skills
Insurance, Investments, Life Insurance, Process Improvement, Financial Risk, Valuation, Fixed Annuities, Actuarial Science, ALM, Financial Services, Employee Benefits, Pricing, Wealth Management, Financial Reporting, Analysis, Mergers & Acquisitions, Accounting, Strategy, Reinsurance, Retirement, Business Process, Access, Relationship Management, Governance
Education
Clemson University 1999 — 2003
B.S., Finance
Bonnie Best Bonnie Best's American Express Financial Advisors Experience January 1989 - January 1991
Job Account Executive at Concealed Carrie
Industry Retail
Experience
Concealed Carrie February 2015 - Present
H2Q Fitness August 2014 - January 2015
d.b.a. Helen Ficalora November 2006 - May 2014
The Shop January 2006 - November 2006
Bloomingdale's April 2005 - June 2005
American Express Financial Advisors January 1989 - January 1991
R&B Enterprise 1986 - 1990
CALMARK PROPERTIES January 1987 - January 1989
Skills
Retail, Customer Service, Strategic Planning, Sales, Fashion, Merchandising, Sales Management, Social Media, Budgets, Marketing, Corporate Finance, Multi-unit Retail..., Event Planning, Profit, Store Management, Leadership, Microsoft Excel, Computer-savvy, Sales&Marketing, Business Development, Team Building, Management, Customer Relations, Budgeting, Excel, Inventory Management, Inventory Control, Recruiting, Program Management, Business Strategy, Change Management, Operations Management, Cross-functional Team..., Process Improvement, Microsoft Office, Microsoft Word, Visual Merchandising, Outlook, Social Media Marketing, Sales Operations, New Business Development, Account Management
Education
Clemson University 1980 — 1984
Bachelor of Science, Financial Management
Stratford Academy 1970 — 1980
Concealed Carrie February 2015 - Present
H2Q Fitness August 2014 - January 2015
d.b.a. Helen Ficalora November 2006 - May 2014
The Shop January 2006 - November 2006
Bloomingdale's April 2005 - June 2005
American Express Financial Advisors January 1989 - January 1991
R&B Enterprise 1986 - 1990
CALMARK PROPERTIES January 1987 - January 1989
Skills
Retail, Customer Service, Strategic Planning, Sales, Fashion, Merchandising, Sales Management, Social Media, Budgets, Marketing, Corporate Finance, Multi-unit Retail..., Event Planning, Profit, Store Management, Leadership, Microsoft Excel, Computer-savvy, Sales&Marketing, Business Development, Team Building, Management, Customer Relations, Budgeting, Excel, Inventory Management, Inventory Control, Recruiting, Program Management, Business Strategy, Change Management, Operations Management, Cross-functional Team..., Process Improvement, Microsoft Office, Microsoft Word, Visual Merchandising, Outlook, Social Media Marketing, Sales Operations, New Business Development, Account Management
Education
Clemson University 1980 — 1984
Bachelor of Science, Financial Management
Stratford Academy 1970 — 1980
Terrence McKelvey, CFP® ChFC®'s American Express Financial Advisors Experience February 2001 - May 2003
Job Senior Vice President Investments at The Mutual Fund Store | FeeOnly Fiduciary
Industry Investment Management
Experience
The Mutual Fund Store January 2013 - Present
KeyCorp April 2011 - March 2012
Merrill Lynch September 2009 - April 2011
HSBC February 2006 - December 2008
Citi May 2003 - February 2006
American Express Financial Advisors February 2001 - May 2003
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement
Education
Lincoln University 1995 — 2000
Bachelor of Science (BS), Economics
Amherst Highschool
College for Financial Planning
St. Joseph's Collegiate Institute
The American College
The Mutual Fund Store January 2013 - Present
KeyCorp April 2011 - March 2012
Merrill Lynch September 2009 - April 2011
HSBC February 2006 - December 2008
Citi May 2003 - February 2006
American Express Financial Advisors February 2001 - May 2003
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement
Education
Lincoln University 1995 — 2000
Bachelor of Science (BS), Economics
Amherst Highschool
College for Financial Planning
St. Joseph's Collegiate Institute
The American College
Tariq Murtaza's American Express Financial Advisors Experience January 1994 - June 1995
Job InfoSec Team GRC at AlixPartners
Industry Information Technology and Services
Experience
AlixPartners January 2015 - Present
HARMAN International April 2013 - January 2015
Secure-24 May 2012 - April 2013
Blue Cross Blue Shield of Michigan September 2009 - May 2012
PMO SME Exchange January 2009 - August 2009
Visteon Corp February 2005 - November 2008
CIBER June 1999 - February 2005
IKON Technology Services January 1998 - June 1999
ITS Group January 1997 - January 1998
American Express Financial Advisors January 1994 - June 1995
Skills
Project Management, Security Compliance, PMP, Business Analysis, ITIL, Vendor Management, Program Management, Software Project..., Change Management, Agile Project Management, ERP, SDLC, Requirements Analysis, CISSP, IT GRC, ITIL Process, Business Process, Software Development, Security Architecture..., Security, Software Documentation, System Administration, IT Strategy, Data Center, Integration, Analysis, Disaster Recovery, Management, Network Security, Information Technology, Information Security, IT Operations, IT Management, Troubleshooting, Project Planning, Cross-functional Team..., Process Improvement, PMO, Six Sigma
Education
The Johns Hopkins University 1995 — 1998
MS, Information & Telecommunications Systems
Clarion University of Pennsylvania 1992 — 1993
MBA, Marketing
Southeastern University 1989 — 1992
BS, Marketing
KGS-Grammar School 1980 — 1984
O-Levels
AlixPartners January 2015 - Present
HARMAN International April 2013 - January 2015
Secure-24 May 2012 - April 2013
Blue Cross Blue Shield of Michigan September 2009 - May 2012
PMO SME Exchange January 2009 - August 2009
Visteon Corp February 2005 - November 2008
CIBER June 1999 - February 2005
IKON Technology Services January 1998 - June 1999
ITS Group January 1997 - January 1998
American Express Financial Advisors January 1994 - June 1995
Skills
Project Management, Security Compliance, PMP, Business Analysis, ITIL, Vendor Management, Program Management, Software Project..., Change Management, Agile Project Management, ERP, SDLC, Requirements Analysis, CISSP, IT GRC, ITIL Process, Business Process, Software Development, Security Architecture..., Security, Software Documentation, System Administration, IT Strategy, Data Center, Integration, Analysis, Disaster Recovery, Management, Network Security, Information Technology, Information Security, IT Operations, IT Management, Troubleshooting, Project Planning, Cross-functional Team..., Process Improvement, PMO, Six Sigma
Education
The Johns Hopkins University 1995 — 1998
MS, Information & Telecommunications Systems
Clarion University of Pennsylvania 1992 — 1993
MBA, Marketing
Southeastern University 1989 — 1992
BS, Marketing
KGS-Grammar School 1980 — 1984
O-Levels
Joy Sidhwa's American Express Financial Advisors Experience November 1996 - November 1997
Job Senior Staff Attorney at The Mogin Law Firm
Industry Law Practice
Experience
The Mogin Law Firm, P.C. January 2009 - Present
Latham & Watkins, Morrison Foerster, DLA Piper, and Cooley Godward January 2007 - June 2012
Grancell, Lebovitz, Stander, Reubens & Thomas July 2008 - January 2009
Sharp HealthCare 2006 - 2006
Pillsbury Winthrop 2002 - 2004
Harcourt Trade Publishing 2000 - 2002
American Express Financial Advisors November 1996 - November 1997
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Intellectual Property, Courts, Westlaw, Commercial Litigation, Competition Law, Copyright Law, Hearings, Patent Litigation, Torts, Trade Secrets, Legal Assistance, Class Actions, Consumer Law, Litigation Support, Trademarks, Licensing, Trials, Document Review, Family Law, Unfair Competition, Corporate Governance, Legal Advice, Product Liability, Criminal Defense, Employment Law, Arbitration, Criminal Law, Trial Practice, Business Litigation, Negotiation, Securities Litigation, Intercultural..., Antitrust Law
Education
California Western School of Law 2003 — 2006
Doctor of Law (J.D.), Law
University of Michigan 1991 — 1996
B.S., Biological Psychology & English Lit
The Mogin Law Firm, P.C. January 2009 - Present
Latham & Watkins, Morrison Foerster, DLA Piper, and Cooley Godward January 2007 - June 2012
Grancell, Lebovitz, Stander, Reubens & Thomas July 2008 - January 2009
Sharp HealthCare 2006 - 2006
Pillsbury Winthrop 2002 - 2004
Harcourt Trade Publishing 2000 - 2002
American Express Financial Advisors November 1996 - November 1997
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Intellectual Property, Courts, Westlaw, Commercial Litigation, Competition Law, Copyright Law, Hearings, Patent Litigation, Torts, Trade Secrets, Legal Assistance, Class Actions, Consumer Law, Litigation Support, Trademarks, Licensing, Trials, Document Review, Family Law, Unfair Competition, Corporate Governance, Legal Advice, Product Liability, Criminal Defense, Employment Law, Arbitration, Criminal Law, Trial Practice, Business Litigation, Negotiation, Securities Litigation, Intercultural..., Antitrust Law
Education
California Western School of Law 2003 — 2006
Doctor of Law (J.D.), Law
University of Michigan 1991 — 1996
B.S., Biological Psychology & English Lit
Gerilyn Yanke, CPC's American Express Financial Advisors Experience 2002 - 2005
Job Substitute Teacher and Administrative Assistant at Menomonee Falls School District
Industry Education Management
Experience
Menomonee Falls School District October 2013 - Present
Mathnasium of Menomonee Falls July 2009 - June 2013
AllianceStaff January 2007 - May 2009
Dunhill Staffing Systems 2005 - 2006
American Express Financial Advisors 2002 - 2005
Skills
Teaching, Human Resources, Employee Relations, Recruiting, Fundraising, Management Consulting, Training, Leadership, Leadership Development, Coaching, Staff Development, Resume Writing, Public Speaking, Team Building, Time Management, Organizational..., Budgets, Customer Service, Management, Analysis, Strategic Planning
Education
Cardinal Stritch University 2001 — 2002
BS, Business Management and Accounting
Menomonee Falls School District October 2013 - Present
Mathnasium of Menomonee Falls July 2009 - June 2013
AllianceStaff January 2007 - May 2009
Dunhill Staffing Systems 2005 - 2006
American Express Financial Advisors 2002 - 2005
Skills
Teaching, Human Resources, Employee Relations, Recruiting, Fundraising, Management Consulting, Training, Leadership, Leadership Development, Coaching, Staff Development, Resume Writing, Public Speaking, Team Building, Time Management, Organizational..., Budgets, Customer Service, Management, Analysis, Strategic Planning
Education
Cardinal Stritch University 2001 — 2002
BS, Business Management and Accounting
Keith Schoepke, CFP® CTFA's American Express Financial Advisors Experience August 1988 - April 1996
Job President at Wynstone Investment Advisors, LLC
Industry Investment Management
Experience
Wynstone Investment Advisors, LLC April 2012 - Present
Optimum Investment Advisors February 2009 - November 2011
JPMorgan June 2007 - November 2008
LaSalle Bank / ABN AMRO 2000 - 2007
LaSalle Bank 1999 - 2007
Harris Bank April 1996 - June 2000
American Express Financial Advisors August 1988 - April 1996
Skills
Tactical Asset..., Wealth Management, Private Wealth..., Portfolio Management, Retirement Planning, Financial Planning, Fixed Income, New Business Development, Relationship Development, Asset Allocation, High Net Worth..., Alternative Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory
Education
College for Financial Planning 1990 — 1993
CFP
Northern Illinois University 1984 — 1988
BA Finance, Finance, Computer Science
Woodstock 1979 — 1983
High School
Wynstone Investment Advisors, LLC April 2012 - Present
Optimum Investment Advisors February 2009 - November 2011
JPMorgan June 2007 - November 2008
LaSalle Bank / ABN AMRO 2000 - 2007
LaSalle Bank 1999 - 2007
Harris Bank April 1996 - June 2000
American Express Financial Advisors August 1988 - April 1996
Skills
Tactical Asset..., Wealth Management, Private Wealth..., Portfolio Management, Retirement Planning, Financial Planning, Fixed Income, New Business Development, Relationship Development, Asset Allocation, High Net Worth..., Alternative Investments, Wealth Management..., Strategic Financial..., Finance, Financial Advisory
Education
College for Financial Planning 1990 — 1993
CFP
Northern Illinois University 1984 — 1988
BA Finance, Finance, Computer Science
Woodstock 1979 — 1983
High School
Sarah Shimanek, SPT's American Express Financial Advisors Experience May 2005 - September 2005
Job Doctor of Physical Therapy Student
Industry Hospital & Health Care
Experience
CORE PHYSICAL THERAPY January 2015 - March 2015
Iris Media Group, LLC January 2007 - December 2014
Lundstrom & Associates June 2008 - May 2013
RBF Consulting September 2005 - January 2008
American Express Financial Advisors May 2005 - September 2005
Skills
InDesign, Photography, Customer Service, Marketing, Social Media Marketing, Leadership, Business Planning, Lightroom, AutoCAD, Social Networking, Microsoft Office, Photoshop, Bookkeeping, Accounts Payable, Accounts Receivable, QuickBooks, Manual Therapy, Outpatient Orthopedics, Public Speaking
Education
Chapman University 2013 — 2016
Doctor of Physical Therapy, Physical Therapy/Therapist
Chapman University 2002 — 2005
BS, Business with emphasis in Finance
CORE PHYSICAL THERAPY January 2015 - March 2015
Iris Media Group, LLC January 2007 - December 2014
Lundstrom & Associates June 2008 - May 2013
RBF Consulting September 2005 - January 2008
American Express Financial Advisors May 2005 - September 2005
Skills
InDesign, Photography, Customer Service, Marketing, Social Media Marketing, Leadership, Business Planning, Lightroom, AutoCAD, Social Networking, Microsoft Office, Photoshop, Bookkeeping, Accounts Payable, Accounts Receivable, QuickBooks, Manual Therapy, Outpatient Orthopedics, Public Speaking
Education
Chapman University 2013 — 2016
Doctor of Physical Therapy, Physical Therapy/Therapist
Chapman University 2002 — 2005
BS, Business with emphasis in Finance
Steve Wilbur, CFS's American Express Financial Advisors Experience March 1997 - April 1997
Job Senior Vice PresidentWealth Adviser at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services September 2014 - Present
Carter Lake Preservation Society January 2012 - Present
Carson Wealth Management Group September 2000 - September 2014
City of Carter Lake January 2006 - December 2009
American Express Financial Advisors March 1997 - April 1997
Skills
Securities, Finance, Wealth, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Investments, Financial Advisory, Financial Services, Investment Selection, Series 7, Asset Allocation, Series 63, Investment Strategies
Education
Chadron State College 1993 — 1997
BA, Finance
SMITH HAYES Financial Services September 2014 - Present
Carter Lake Preservation Society January 2012 - Present
Carson Wealth Management Group September 2000 - September 2014
City of Carter Lake January 2006 - December 2009
American Express Financial Advisors March 1997 - April 1997
Skills
Securities, Finance, Wealth, Retirement Planning, Wealth Management, Mutual Funds, Asset Management, Investments, Financial Advisory, Financial Services, Investment Selection, Series 7, Asset Allocation, Series 63, Investment Strategies
Education
Chadron State College 1993 — 1997
BA, Finance
Charles Rooney's American Express Financial Advisors Experience 2003 - 2004
Job Senior Analyst Aftermarket Supplier Management at UTC Aerospace Systems
Industry Electrical/Electronic Manufacturing
Experience
UTC Aerospace Systems January 2015 - Present
UTC Aerospace Systems June 2013 - January 2015
ClearEdge Power (formerly UTC Power) February 2011 - March 2013
Liberty Honda March 2009 - February 2011
Tower Square Securities, Inc. 2004 - 2007
American Express Financial Advisors 2003 - 2004
Education
The University of Connecticut School of Business 2009 — 2012
MBA, International Business and Operations Management
Central Connecticut State University 1997 — 2001
Bachelor of Arts (B.A.), International/Global Studies
Beijing Institute of Education 1999 — 2000
UTC Aerospace Systems January 2015 - Present
UTC Aerospace Systems June 2013 - January 2015
ClearEdge Power (formerly UTC Power) February 2011 - March 2013
Liberty Honda March 2009 - February 2011
Tower Square Securities, Inc. 2004 - 2007
American Express Financial Advisors 2003 - 2004
Education
The University of Connecticut School of Business 2009 — 2012
MBA, International Business and Operations Management
Central Connecticut State University 1997 — 2001
Bachelor of Arts (B.A.), International/Global Studies
Beijing Institute of Education 1999 — 2000
Shelley Bigelow, CTFA's American Express Financial Advisors Experience February 2000 - June 2001
Job VP & Trust Officer at Farmers National Bank
Industry Banking
Experience
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Karen Morse's American Express Financial Advisors Experience April 1987 - May 2000
Job Associate Director Financial Planning at Edelman Fiinancial Services
Industry Financial Services
Experience
Edelman Fiinancial Services August 2010 - Present
JPMorgan Private Wealth Management December 2005 - April 2010
Harris Trust and Savings Bank / Sullivan, Bruyette, Speros & Blayney May 2000 - December 2005
American Express Financial Advisors April 1987 - May 2000
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments
Education
University of Iowa
BA
Institute for Certified Bankers 2006 — 2007
Certified Trust and Financial Analyst (CTFA)
Quantum Institute 1990 — 1990
Certified Divorce Financial Analyst (CDFA)
College for Financial Planning 1988 — 1990
Certified Financial Planner (CFP)
Edelman Fiinancial Services August 2010 - Present
JPMorgan Private Wealth Management December 2005 - April 2010
Harris Trust and Savings Bank / Sullivan, Bruyette, Speros & Blayney May 2000 - December 2005
American Express Financial Advisors April 1987 - May 2000
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments
Education
University of Iowa
BA
Institute for Certified Bankers 2006 — 2007
Certified Trust and Financial Analyst (CTFA)
Quantum Institute 1990 — 1990
Certified Divorce Financial Analyst (CDFA)
College for Financial Planning 1988 — 1990
Certified Financial Planner (CFP)
Irene Moriarty's American Express Financial Advisors Experience January 2001 - April 2007
Job Owner, Moriarty Consulting, Inc
Industry Information Technology and Services
Experience
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Nick Peiffer, CIMA's American Express Financial Advisors Experience June 2003 - January 2005
Job Regional Director at Russell Investments
Industry Investment Management
Experience
Russell Investments April 2012 - Present
Russell Investments July 2007 - April 2012
Russell Investments September 2005 - July 2007
U.S. Bancorp January 2005 - September 2005
American Express Financial Advisors June 2003 - January 2005
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments
Education
Carroll College 1999 — 2003
B.S. Business Administration, Finance
Russell Investments April 2012 - Present
Russell Investments July 2007 - April 2012
Russell Investments September 2005 - July 2007
U.S. Bancorp January 2005 - September 2005
American Express Financial Advisors June 2003 - January 2005
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments
Education
Carroll College 1999 — 2003
B.S. Business Administration, Finance
Stephen Palazzo's American Express Financial Advisors Experience September 2001 - June 2004
Job Business Planning and Financial Management
Industry Pharmaceuticals
Experience
Merck January 2013 - Present
EMC August 2011 - January 2013
Patel Consultants August 2006 - August 2011
Schering Plough 2006 - 2009
Home Mortgage Desk August 2004 - July 2006
American Express Financial Advisors September 2001 - June 2004
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2008
Property and Casualty Insurance
The American College 2000 — 2004
Financial Planning
City University of New York 1993 — 1998
Merck January 2013 - Present
EMC August 2011 - January 2013
Patel Consultants August 2006 - August 2011
Schering Plough 2006 - 2009
Home Mortgage Desk August 2004 - July 2006
American Express Financial Advisors September 2001 - June 2004
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2008
Property and Casualty Insurance
The American College 2000 — 2004
Financial Planning
City University of New York 1993 — 1998
Jennifer Coon's American Express Financial Advisors Experience June 1996 - June 1997
Job Senior Legal Editor, Antitrust at Practical Law Company
Industry Law Practice
Experience
Practical Law Company March 2012 - Present
Dechert LLP September 2000 - February 2012
American Express Financial Advisors June 1996 - June 1997
Education
Syracuse University College of Law 1997 — 2000
JD
Carleton College 1991 — 1995
BA, English
BCHS 1987 — 1991
Practical Law Company March 2012 - Present
Dechert LLP September 2000 - February 2012
American Express Financial Advisors June 1996 - June 1997
Education
Syracuse University College of Law 1997 — 2000
JD
Carleton College 1991 — 1995
BA, English
BCHS 1987 — 1991
Mitchell C. Williams's American Express Financial Advisors Experience June 1997 - May 1999
Job Owner, Williams Financial Services Inc.
Industry Financial Services
Experience
Williams Financial Services Inc. June 1999 - Present
American Express Financial Advisors June 1997 - May 1999
Skills
New Business Development, Strategic Financial..., Microsoft Office, Social Networking, Event Planning, Microsoft Excel, Social Media, Microsoft Word
Education
City University of New York-College of Staten Island 1980 — 1985
Williams Financial Services Inc. June 1999 - Present
American Express Financial Advisors June 1997 - May 1999
Skills
New Business Development, Strategic Financial..., Microsoft Office, Social Networking, Event Planning, Microsoft Excel, Social Media, Microsoft Word
Education
City University of New York-College of Staten Island 1980 — 1985
Chris Polizzi's American Express Financial Advisors Experience June 2005 - July 2005
Job Assistant Football Coach at UCLA
Industry Sports
Experience
UCLA February 2009 - Present
Central Methodist University July 2005 - February 2009
American Express Financial Advisors June 2005 - July 2005
Education
Central Methodist College 2005 — 2007
Masters, Secondary Education
Lake Forest College 2001 — 2005
Bachelor, Communications
The Williston Northampton School 1998 — 2001
Diploma
UCLA February 2009 - Present
Central Methodist University July 2005 - February 2009
American Express Financial Advisors June 2005 - July 2005
Education
Central Methodist College 2005 — 2007
Masters, Secondary Education
Lake Forest College 2001 — 2005
Bachelor, Communications
The Williston Northampton School 1998 — 2001
Diploma
Jonathan Laton's American Express Financial Advisors Experience April 2000 - July 2000
Job Captain in the Army National Guard
Industry Military
Experience
North Carolina Army National Guard May 2001 - Present
Vanguard June 2014 - September 2014
Wachovia, A Wells Fargo Company June 2004 - July 2008
NC Army National Guard August 2003 - June 2006
Wachovia, A Wells Fargo Company August 2000 - June 2004
American Express Financial Advisors April 2000 - July 2000
TCF FINANCIAL SERVICES May 1999 - February 2000
US Army September 1992 - June 1997
Skills
Project Management, Strategic Partnerships, Management, Leadership Development, Team-oriented, Analytical Skills, Problem Solving, Team Building, Critical Thinking, Creative Conception, Active DoD Secret..., Leadership, Military Operations, Army, Security, Military Experience, Process Improvement, Intelligence Analysis, Government, Investments, National Security, Weapons, Military, Operational Planning, Analysis, Security Clearance, Command
Education
Campbell University 1996 — 1999
Bachelors, Business Administration
Villanova University Online
Six Sigma
North Carolina Army National Guard May 2001 - Present
Vanguard June 2014 - September 2014
Wachovia, A Wells Fargo Company June 2004 - July 2008
NC Army National Guard August 2003 - June 2006
Wachovia, A Wells Fargo Company August 2000 - June 2004
American Express Financial Advisors April 2000 - July 2000
TCF FINANCIAL SERVICES May 1999 - February 2000
US Army September 1992 - June 1997
Skills
Project Management, Strategic Partnerships, Management, Leadership Development, Team-oriented, Analytical Skills, Problem Solving, Team Building, Critical Thinking, Creative Conception, Active DoD Secret..., Leadership, Military Operations, Army, Security, Military Experience, Process Improvement, Intelligence Analysis, Government, Investments, National Security, Weapons, Military, Operational Planning, Analysis, Security Clearance, Command
Education
Campbell University 1996 — 1999
Bachelors, Business Administration
Villanova University Online
Six Sigma
Stephen Pannunzio's American Express Financial Advisors Experience 1996 - 2000
Job Regional Network Planner/Coordinator at Time Warner Cable
Industry Telecommunications
Experience
Costco Wholesale 2014 - 2015
Time Warner Cable February 2011 - November 2013
Time Warner Cable February 2007 - 2011
Time Warner Cable October 2005 - 2007
Bernard Herold and company 2003 - 2005
American Express Financial Advisors 1996 - 2000
Kidder Peabody 1993 - 1995
The Riese Organization 1986 - 1994
Skills
Troubleshooting, Customer Service, Telecommunications, Microsoft Office, Testing, Software Installation, Call Center, VOD, Electronics, Customer Acquisition, Hardware, Media & Entertainment, Billing, Access, Windows, Computer Hardware, Video, Analytics, Call Centers, Telephony, Networking, Broadband, Technical Support, VoIP, Management, T1, Vendor Management, Wireless, Project Planning, IP, Integration, Strategic Partnerships, Product Management, Customer Retention, Customer Experience, Data Center, Team Leadership, Ethernet, Process Improvement, Cross-functional Team..., Managed Services, Direct Sales, IPTV, CRM, Customer Satisfaction, Strategy, Salesforce.com, Program Management, Metro Ethernet, Cable Television
Education
Brooklyn College 1988 — 1989
Mathematics and Computer Science, 3.2
Costco Wholesale 2014 - 2015
Time Warner Cable February 2011 - November 2013
Time Warner Cable February 2007 - 2011
Time Warner Cable October 2005 - 2007
Bernard Herold and company 2003 - 2005
American Express Financial Advisors 1996 - 2000
Kidder Peabody 1993 - 1995
The Riese Organization 1986 - 1994
Skills
Troubleshooting, Customer Service, Telecommunications, Microsoft Office, Testing, Software Installation, Call Center, VOD, Electronics, Customer Acquisition, Hardware, Media & Entertainment, Billing, Access, Windows, Computer Hardware, Video, Analytics, Call Centers, Telephony, Networking, Broadband, Technical Support, VoIP, Management, T1, Vendor Management, Wireless, Project Planning, IP, Integration, Strategic Partnerships, Product Management, Customer Retention, Customer Experience, Data Center, Team Leadership, Ethernet, Process Improvement, Cross-functional Team..., Managed Services, Direct Sales, IPTV, CRM, Customer Satisfaction, Strategy, Salesforce.com, Program Management, Metro Ethernet, Cable Television
Education
Brooklyn College 1988 — 1989
Mathematics and Computer Science, 3.2
Angelia (Lia Marie) Brown's American Express Financial Advisors Experience 2002 - 2003
Job Special Events Supervisor at Barbizon USA, LLC
Industry Entertainment
Experience
Barbizon USA, LLC October 2013 - Present
Diggin' Deep Radio Show August 2012 - Present
GV Financial Advisors February 2011 - June 2012
UBS Financial Services August 2005 - September 2010
Todays Bride 2009 - 2010
American Express Financial Advisors 2002 - 2003
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Estate Planning, Investment Strategies, Sales, Microsoft Excel, Risk Management
Education
The Ohio State University 1999 — 2001
B.S., Fashion Merchandising
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Barbizon USA, LLC October 2013 - Present
Diggin' Deep Radio Show August 2012 - Present
GV Financial Advisors February 2011 - June 2012
UBS Financial Services August 2005 - September 2010
Todays Bride 2009 - 2010
American Express Financial Advisors 2002 - 2003
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Estate Planning, Investment Strategies, Sales, Microsoft Excel, Risk Management
Education
The Ohio State University 1999 — 2001
B.S., Fashion Merchandising
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Anita Sandhu's American Express Financial Advisors Experience June 1994 - September 2001
Job
Industry Financial Services
Experience
Arch Home Loans April 2005 - September 2006
Accredited Home Lenders January 2004 - April 2005
Accredited Home Lenders-Home Funds Direct September 2001 - January 2004
American Express Financial Advisors June 1994 - September 2001
Education
California State University-Sacramento 1990 — 1992
BS, Business Administration, Strategic Management
Arch Home Loans April 2005 - September 2006
Accredited Home Lenders January 2004 - April 2005
Accredited Home Lenders-Home Funds Direct September 2001 - January 2004
American Express Financial Advisors June 1994 - September 2001
Education
California State University-Sacramento 1990 — 1992
BS, Business Administration, Strategic Management
Vanya Boardman's American Express Financial Advisors Experience October 1999 - June 2005
Job Facilities Manager at GreatCall, Inc.
Industry Telecommunications
Experience
GreatCall, Inc. March 2012 - Present
Jitterbug by Great Call June 2007 - Present
Ameriprise Financial Advisors July 2005 - June 2007
American Express Financial Advisors October 1999 - June 2005
Mirco Certified Technical School February 1998 - August 1999
Skills
Team Building, Cross-functional Team..., Call Center, Vendor Management, Sales, Account Management, Call Centers, Training, Sales Management, Microsoft Office, Strategic Planning, Sales Operations, Wireless, Project Planning, Budgets, Marketing, Start-ups, Event Planning, Business Development, Strategic Partnerships, Management, Leadership, Salesforce.com, Team Leadership
Education
City University of Seattle 2004 — 2006
Bachelors of Science, Business Marketing
GreatCall, Inc. March 2012 - Present
Jitterbug by Great Call June 2007 - Present
Ameriprise Financial Advisors July 2005 - June 2007
American Express Financial Advisors October 1999 - June 2005
Mirco Certified Technical School February 1998 - August 1999
Skills
Team Building, Cross-functional Team..., Call Center, Vendor Management, Sales, Account Management, Call Centers, Training, Sales Management, Microsoft Office, Strategic Planning, Sales Operations, Wireless, Project Planning, Budgets, Marketing, Start-ups, Event Planning, Business Development, Strategic Partnerships, Management, Leadership, Salesforce.com, Team Leadership
Education
City University of Seattle 2004 — 2006
Bachelors of Science, Business Marketing
Paul Spassoff's American Express Financial Advisors Experience 2002 - 2003
Job President, Eventus Financial Services
Industry Financial Services
Experience
Eventus Financial Services 2009 - Present
United Planners 2009 - 2011
AXA Advisors 2004 - 2008
American Express Financial Advisors 2002 - 2003
Education
College for Financial Planning 2005 — 2007
Personal Financial Planning
Eventus Financial Services 2009 - Present
United Planners 2009 - 2011
AXA Advisors 2004 - 2008
American Express Financial Advisors 2002 - 2003
Education
College for Financial Planning 2005 — 2007
Personal Financial Planning
Robert Rowland, MBA's American Express Financial Advisors Experience February 2002 - December 2003
Job A
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
JP Morgan Chase December 2003 - November 2012
U.S. Army August 2010 - January 2012
US Army July 2006 - July 2010
U.S. Army April 2005 - June 2006
American Express Financial Advisors February 2002 - December 2003
The Waggoner's Trucking October 2000 - October 2001
Shannon Corporation May 1999 - June 2000
Panhandle Forklift Corporation (a division of Shannon Corporation) November 1997 - May 1999
Enterprise Rent-A-Car June 1991 - November 1997
Skills
Logistics, Financial Planning, Transportation, Team Building, Process Improvement, Strategic Financial..., Military, Building Relationships, Continuous Improvement..., Strategic Thinking, Problem Solving, Identifying Process..., Project Management, Management Consulting, Six Sigma, Project Planning, Budgets, Strategy, Analysis, Finance, Management, Training, Program Management, Operations Management, DoD, Risk Management, Business Process...
Education
Capella University 2007 — 2010
Master of Business Administration (MBA), Project Management
Cameron University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
JPMorgan Chase November 2012 - Present
JP Morgan Chase December 2003 - November 2012
U.S. Army August 2010 - January 2012
US Army July 2006 - July 2010
U.S. Army April 2005 - June 2006
American Express Financial Advisors February 2002 - December 2003
The Waggoner's Trucking October 2000 - October 2001
Shannon Corporation May 1999 - June 2000
Panhandle Forklift Corporation (a division of Shannon Corporation) November 1997 - May 1999
Enterprise Rent-A-Car June 1991 - November 1997
Skills
Logistics, Financial Planning, Transportation, Team Building, Process Improvement, Strategic Financial..., Military, Building Relationships, Continuous Improvement..., Strategic Thinking, Problem Solving, Identifying Process..., Project Management, Management Consulting, Six Sigma, Project Planning, Budgets, Strategy, Analysis, Finance, Management, Training, Program Management, Operations Management, DoD, Risk Management, Business Process...
Education
Capella University 2007 — 2010
Master of Business Administration (MBA), Project Management
Cameron University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Anthony Welch's American Express Financial Advisors Experience January 1991 - April 1996
Job President at Sarasota Capital Strategies, Inc
Industry Financial Services
Experience
Sarasota Capital Strategies, Inc. February 2002 - Present
The Currency Strategies Fund (Symbol FOREX) May 2009 - February 2013
Welch & Associates, Inc. April 1996 - December 2012
American Express Financial Advisors January 1991 - April 1996
Skills
Hedge Funds, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, ETFs, Equities, Investment Advisory, Retirement Planning, Portfolio Management, Fishing, Alternative Investments, Bloomberg, Bonds, Commodity, Finance, Financial Markets, Financial Services, Investment Management, Investment Strategies, Investments, Morningstar, Options, Securities, Series 63, Series 7, Technical Analysis, Trading, Trading Strategies, Valuation
Education
University of South Florida 1989 — 1991
BA, Finance
College for Financial Planning 1992 — 1994
CFP, Finance
The American College 1999 — 2001
ChFC, Finance
Sarasota Capital Strategies, Inc. February 2002 - Present
The Currency Strategies Fund (Symbol FOREX) May 2009 - February 2013
Welch & Associates, Inc. April 1996 - December 2012
American Express Financial Advisors January 1991 - April 1996
Skills
Hedge Funds, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, ETFs, Equities, Investment Advisory, Retirement Planning, Portfolio Management, Fishing, Alternative Investments, Bloomberg, Bonds, Commodity, Finance, Financial Markets, Financial Services, Investment Management, Investment Strategies, Investments, Morningstar, Options, Securities, Series 63, Series 7, Technical Analysis, Trading, Trading Strategies, Valuation
Education
University of South Florida 1989 — 1991
BA, Finance
College for Financial Planning 1992 — 1994
CFP, Finance
The American College 1999 — 2001
ChFC, Finance
Louise Nemmers Mageli's American Express Financial Advisors Experience 1989 - 1997
Job Office Manager at Minneapolis Parks Foundation
Industry Nonprofit Organization Management
Experience
Minneapolis Parks Foundation October 2011 - Present
Wheezie's Kids September 2009 - Present
WomenVenture February 2011 - September 2011
Women of Wind Energy 2008 - 2008
Windustry 2008 - 2008
Metropolitian Economic Development Association 2005 - 2007
American Red Cross - Twin Cities 2000 - 2004
American Express Financial Advisors 1989 - 1997
Fidelity Investments April 1985 - April 1988
Marquette National Bank January 1982 - March 1985
Skills
Fundraising, Event Planning, Nonprofits, Non-profits
Education
Clarke University 1977 — 1981
BA, History/English
Gehlen High School, LeMars Iowa 1973 — 1977
Minneapolis Parks Foundation October 2011 - Present
Wheezie's Kids September 2009 - Present
WomenVenture February 2011 - September 2011
Women of Wind Energy 2008 - 2008
Windustry 2008 - 2008
Metropolitian Economic Development Association 2005 - 2007
American Red Cross - Twin Cities 2000 - 2004
American Express Financial Advisors 1989 - 1997
Fidelity Investments April 1985 - April 1988
Marquette National Bank January 1982 - March 1985
Skills
Fundraising, Event Planning, Nonprofits, Non-profits
Education
Clarke University 1977 — 1981
BA, History/English
Gehlen High School, LeMars Iowa 1973 — 1977
Jackie Pasciak's American Express Financial Advisors Experience August 1997 - June 2005
Job Financial Advisor at Investment Management Consultants, Inc.
Industry Financial Services
Experience
Investment Management Consultants, Inc. February 2014 - Present
JMP Financial Consulting LLC June 2005 - February 2014
American Express Financial Advisors August 1997 - June 2005
State University of New York at Buffalo 1996 - 1997
Skills
retirement planning, Strategic Financial..., Personal Financial..., Financial Advisory, Wealth Management, 401k, 401k Rollovers, Equity Indexed Annuities, Fixed Annuities, Variable Annuities, Personal Finance, Investment Strategies, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Life Insurance, Retirement, Insurance
Education
College for Financial Planning 2009 — 2010
CRPS, Retirement Plan Specialist
College for Financial Planning 2003 — 2004
CRPC, Retirement Planning Counselor
University at Buffalo 1995 — 1997
Grad School, Spanish and Latin American Literature
University at Buffalo 1988 — 1990
BS, Biological Sciences, concentration in Environmental Biology
Niagara University 1986 — 1988
Biology
Investment Management Consultants, Inc. February 2014 - Present
JMP Financial Consulting LLC June 2005 - February 2014
American Express Financial Advisors August 1997 - June 2005
State University of New York at Buffalo 1996 - 1997
Skills
retirement planning, Strategic Financial..., Personal Financial..., Financial Advisory, Wealth Management, 401k, 401k Rollovers, Equity Indexed Annuities, Fixed Annuities, Variable Annuities, Personal Finance, Investment Strategies, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Life Insurance, Retirement, Insurance
Education
College for Financial Planning 2009 — 2010
CRPS, Retirement Plan Specialist
College for Financial Planning 2003 — 2004
CRPC, Retirement Planning Counselor
University at Buffalo 1995 — 1997
Grad School, Spanish and Latin American Literature
University at Buffalo 1988 — 1990
BS, Biological Sciences, concentration in Environmental Biology
Niagara University 1986 — 1988
Biology
Rey Balicao's American Express Financial Advisors Experience 1995 - 2000
Job Growth PMO at Pentair Technical Solutions
Industry Electrical/Electronic Manufacturing
Experience
Pentair Technical Solutions January 2015 - Present
Pentair Technical Solutions January 2014 - December 2014
Pentair Equipment Protection October 2011 - December 2013
Financial Industry Technical Services, Inc. (FITS-Inc.) April 2010 - October 2011
Eaton Corporation 2003 - 2009
American Express Financial Advisors 1995 - 2000
Traveled on a shoe-string 1993 - 1994
Skills
Project Management, Six Sigma, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Program Management, SDLC, Business Process, Integration, Leadership, Strategy, Management, Competitive Analysis, Project Portfolio..., PMO
Education
University of Saint Thomas Graduate School of Software 2000 — 2002
MS, Software Engineer
Carleton College 1989 — 1993
BA, Political Economy and Spanish
Pentair Technical Solutions January 2015 - Present
Pentair Technical Solutions January 2014 - December 2014
Pentair Equipment Protection October 2011 - December 2013
Financial Industry Technical Services, Inc. (FITS-Inc.) April 2010 - October 2011
Eaton Corporation 2003 - 2009
American Express Financial Advisors 1995 - 2000
Traveled on a shoe-string 1993 - 1994
Skills
Project Management, Six Sigma, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Program Management, SDLC, Business Process, Integration, Leadership, Strategy, Management, Competitive Analysis, Project Portfolio..., PMO
Education
University of Saint Thomas Graduate School of Software 2000 — 2002
MS, Software Engineer
Carleton College 1989 — 1993
BA, Political Economy and Spanish
Cliff Frankowski's American Express Financial Advisors Experience October 1987 - April 1999
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial April 1999 - Present
American Express Financial Advisors October 1987 - April 1999
Skills
Series 7, Series 63, Series 65, Finance, Retirement, Investments, 401k, Financial Analysis, Risk Management, Budgets, Forecasting, Strategic Planning, Small Business, Business Planning, Sales, Leadership, Management, Customer Service, Business Strategy, Microsoft Office, Retirement Planning, Uniform Combined State..., Strategic Financial...
Education
College for Financial Planning 1994 — 1996
CFP Training Course, Financial Planning and Services
University of Toledo 1964 — 1980
Business Administration
Hantz Financial April 1999 - Present
American Express Financial Advisors October 1987 - April 1999
Skills
Series 7, Series 63, Series 65, Finance, Retirement, Investments, 401k, Financial Analysis, Risk Management, Budgets, Forecasting, Strategic Planning, Small Business, Business Planning, Sales, Leadership, Management, Customer Service, Business Strategy, Microsoft Office, Retirement Planning, Uniform Combined State..., Strategic Financial...
Education
College for Financial Planning 1994 — 1996
CFP Training Course, Financial Planning and Services
University of Toledo 1964 — 1980
Business Administration
Kathy Fielden's American Express Financial Advisors Experience September 1999 - May 2000
Job Office Assistant at PAI
Industry Individual & Family Services
Experience
PAI September 2013 - Present
Far East Fabrics and More March 2003 - January 2012
EmbroidMe - Woodbury, MN May 2010 - September 2010
Cub Foods February 2004 - November 2005
Superior Offsite Solutions September 2000 - March 2003
American Express Financial Advisors September 1999 - May 2000
3M September 1997 - September 1999
IBM 1992 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Outstanding..., Delivering Exceptional..., Typing 60 wpm, 10 key by touch, Phone Skills, Fax, Copies, Filing, Cashiering, Supervisory Experience, Management
Education
Metropolitan State University 2008 — 2010
Bachelor of Science, Business Administration
Century College 2005 — 2008
Associate of Science, Business Administration
PAI September 2013 - Present
Far East Fabrics and More March 2003 - January 2012
EmbroidMe - Woodbury, MN May 2010 - September 2010
Cub Foods February 2004 - November 2005
Superior Offsite Solutions September 2000 - March 2003
American Express Financial Advisors September 1999 - May 2000
3M September 1997 - September 1999
IBM 1992 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Outstanding..., Delivering Exceptional..., Typing 60 wpm, 10 key by touch, Phone Skills, Fax, Copies, Filing, Cashiering, Supervisory Experience, Management
Education
Metropolitan State University 2008 — 2010
Bachelor of Science, Business Administration
Century College 2005 — 2008
Associate of Science, Business Administration
Mike Welton's American Express Financial Advisors Experience April 1994 - May 1997
Job Director, Retirement Planner at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
TIAA-CREF May 2010 - March 2012
Verity Investments, Inc. July 2009 - May 2010
Fidelity Investments March 2007 - February 2009
Fidelity Investments April 2000 - February 2007
Old Kent Bank August 1999 - March 2000
Advanced Asset Management, LLC May 1997 - August 1999
American Express Financial Advisors April 1994 - May 1997
Skills
Relationship Management, Business Development, Account Management, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Retirement Planning
Education
Central Michigan University 1989 — 1993
B.S., Economics
Gary Bernard's American Express Financial Advisors Experience November 1999 - December 2002
Job Owner, Circle Group Consulting, LLC
Industry Management Consulting
Experience
Circle Group Consulting, LLC January 2008 - Present
Bernard Consulting January 2003 - December 2007
American Express Financial Advisors November 1999 - December 2002
American Express Financial Advisors January 1995 - October 1999
American Express Financial Advisors July 1984 - December 1994
IDS Financial Services January 1983 - June 1984
IDS Financial Services April 1980 - December 1982
American Red Cross February 1973 - March 1980
US Army October 1968 - August 1971
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner
University of South Florida 1974 — 1980
Masters, Education
State University of New York College at Brockport 1971 — 1973
Bachelors Degree, Education
Circle Group Consulting, LLC January 2008 - Present
Bernard Consulting January 2003 - December 2007
American Express Financial Advisors November 1999 - December 2002
American Express Financial Advisors January 1995 - October 1999
American Express Financial Advisors July 1984 - December 1994
IDS Financial Services January 1983 - June 1984
IDS Financial Services April 1980 - December 1982
American Red Cross February 1973 - March 1980
US Army October 1968 - August 1971
Education
College for Financial Planning 1983 — 1986
Certified Financial Planner
University of South Florida 1974 — 1980
Masters, Education
State University of New York College at Brockport 1971 — 1973
Bachelors Degree, Education
Paul Calabrese's American Express Financial Advisors Experience November 1993 - January 1996
Job Service Manager at Bedford Nissan
Industry Financial Services
Experience
Bedford Nissan May 2012 - Present
Nissan of North Olmsted December 2007 - May 2012
Toyota of Bedford June 2003 - March 2007
Ameritech 2000 - 2002
American Express Financial Advisors November 1993 - January 1996
Skills
Sales, Customer Service, Customer Satisfaction, Strategic Planning, Team Building, Team Leadership, Employee Training, Management, Customer Retention, Account Management
Education
Cleveland State University 1993 — 1998
Finance, Economics
Penn State University 1990 — 1991
Finance, Economics
Wyoming Area High School 1988 — 1989
Bedford Nissan May 2012 - Present
Nissan of North Olmsted December 2007 - May 2012
Toyota of Bedford June 2003 - March 2007
Ameritech 2000 - 2002
American Express Financial Advisors November 1993 - January 1996
Skills
Sales, Customer Service, Customer Satisfaction, Strategic Planning, Team Building, Team Leadership, Employee Training, Management, Customer Retention, Account Management
Education
Cleveland State University 1993 — 1998
Finance, Economics
Penn State University 1990 — 1991
Finance, Economics
Wyoming Area High School 1988 — 1989
Martin de Leon's American Express Financial Advisors Experience 1999 - 2000
Job Strategic Pricing Analyst at Princess Cruises
Industry Leisure, Travel & Tourism
Experience
Princess Cruises April 2005 - Present
Staedtler 2000 - 2005
American Express Financial Advisors 1999 - 2000
Zenith Insurance Company (United States) 1992 - 1999
Neuspeed 1998 - 1998
Education
University of Nevada-Las Vegas 2010 — 2012
Master's, Hospitality Administration
California State University-Northridge
Bachelor of Science (B.S.), Business - Marketing
Princess Cruises April 2005 - Present
Staedtler 2000 - 2005
American Express Financial Advisors 1999 - 2000
Zenith Insurance Company (United States) 1992 - 1999
Neuspeed 1998 - 1998
Education
University of Nevada-Las Vegas 2010 — 2012
Master's, Hospitality Administration
California State University-Northridge
Bachelor of Science (B.S.), Business - Marketing
David Kreager, CFP, ABR's American Express Financial Advisors Experience 1996 - 2001
Job Broker/Owner at United Country Michigan Lifestyle Properties
Industry Real Estate
Experience
Michigan Lifestyle Properties / Lake to Lake Realty October 2009 - Present
Beach Glass Properties 2001 - 2009
American Express Financial Advisors 1996 - 2001
American Express Financial Advisors 1991 - 1996
Skills
Creative Problem Solving, Large Group Facilitation, Sales Management, Waterfront, Apartments
Education
Realtors Land Institute 2011 — 2014
Accredited Land Consultant - Candidate
University of Minnesota - Carlson School of Management 1994 — 1996
College for Financial Planning 1982 — 1984
CFP(R)
Michigan State University 1975 — 1979
BA
Michigan Lifestyle Properties / Lake to Lake Realty October 2009 - Present
Beach Glass Properties 2001 - 2009
American Express Financial Advisors 1996 - 2001
American Express Financial Advisors 1991 - 1996
Skills
Creative Problem Solving, Large Group Facilitation, Sales Management, Waterfront, Apartments
Education
Realtors Land Institute 2011 — 2014
Accredited Land Consultant - Candidate
University of Minnesota - Carlson School of Management 1994 — 1996
College for Financial Planning 1982 — 1984
CFP(R)
Michigan State University 1975 — 1979
BA
Brian Reiss, CFP®, CRPC®, CMFC®'s American Express Financial Advisors Experience May 1996 - August 2000
Job Financial Advisor Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services May 2015 - Present
RiverSource August 2000 - April 2015
American Express Financial Advisors May 1996 - August 2000
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner Program
Rutgers University-New Brunswick 1986 — 1991
Bachelor’s Degree, Economics, Labor Studies
Three Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services May 2015 - Present
RiverSource August 2000 - April 2015
American Express Financial Advisors May 1996 - August 2000
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner Program
Rutgers University-New Brunswick 1986 — 1991
Bachelor’s Degree, Economics, Labor Studies
Annette Vickers's American Express Financial Advisors Experience 2002 - 2003
Job Marketing and Business Development Professional
Industry Marketing and Advertising
Experience
Dr. Mark Prybyl 2010 - 2012
Salem Communications 2003 - 2006
American Express Financial Advisors 2002 - 2003
WaterCon, Inc. 1999 - 2002
Calgon Carbon Corporation 1989 - 1999
Strategic Analysis Inc. 1986 - 1989
Skills
Strategic Planning, Market Research, Advertising, Competitive Analysis, Entrepreneurship, Marketing, New Business Development, Sales, Social Media, Marketing Strategy, Small Business, Lead Generation
Education
Carnegie Mellon University - Tepper School of Business 1984 — 1986
Master of Science (M.S.), Industrial Administration
Carnegie Mellon University
B.S., Chemical Engineering and Economics
Carnegie Mellon University - Tepper School of Business
M.S., Industrial Administration (MBA)
Dr. Mark Prybyl 2010 - 2012
Salem Communications 2003 - 2006
American Express Financial Advisors 2002 - 2003
WaterCon, Inc. 1999 - 2002
Calgon Carbon Corporation 1989 - 1999
Strategic Analysis Inc. 1986 - 1989
Skills
Strategic Planning, Market Research, Advertising, Competitive Analysis, Entrepreneurship, Marketing, New Business Development, Sales, Social Media, Marketing Strategy, Small Business, Lead Generation
Education
Carnegie Mellon University - Tepper School of Business 1984 — 1986
Master of Science (M.S.), Industrial Administration
Carnegie Mellon University
B.S., Chemical Engineering and Economics
Carnegie Mellon University - Tepper School of Business
M.S., Industrial Administration (MBA)
Jennifer Coomes's American Express Financial Advisors Experience 1995 - 2001
Job School Counselor
Industry Primary/Secondary Education
Experience
Portland Public Schools August 2011 - Present
Portland Public Schools August 2006 - June 2010
Turlock Unified School District August 2003 - June 2006
American Express Financial Advisors 1995 - 2001
Skills
Educational Leadership, Teaching, K-12, Special Education, Classroom, Elementary Education, Differentiated..., Classroom Management, Curriculum Development, Lesson Planning, Curriculum Design, Public Speaking, Educational Technology, Teacher Training, Instructional Technology, Staff Development, Community Outreach, Secondary Education, RTI, Literacy, Student Counseling, Middle School, Professional Learning..., Curriculum Mapping, Education Reform, Technology Integration, Educational Consulting, ESL, Behavior Management, Instructional Design, Data Driven Instruction, Integrating Technology..., Learning Disabilities, Academic Advising, Education Policy, Student Engagement, Child Development, Program Development, E-Learning, Interventions, Career Counseling, K-12 Education, Grant Writing, Positive Behavior..., Professional..., Alternative Education, Common Core State..., Teacher Mentoring, PBIS, Parent-Teacher...
Education
Concordia University-Portland 2013 — 2014
Initial Administrative Licensure, Initial Administrative Licensure
Lewis and Clark College 2009 — 2011
Master of Education (MEd), School Counseling
California State University-San Bernardino 2002 — 2003
Teaching Certification, Secondary Education and Teaching
Portland Public Schools August 2011 - Present
Portland Public Schools August 2006 - June 2010
Turlock Unified School District August 2003 - June 2006
American Express Financial Advisors 1995 - 2001
Skills
Educational Leadership, Teaching, K-12, Special Education, Classroom, Elementary Education, Differentiated..., Classroom Management, Curriculum Development, Lesson Planning, Curriculum Design, Public Speaking, Educational Technology, Teacher Training, Instructional Technology, Staff Development, Community Outreach, Secondary Education, RTI, Literacy, Student Counseling, Middle School, Professional Learning..., Curriculum Mapping, Education Reform, Technology Integration, Educational Consulting, ESL, Behavior Management, Instructional Design, Data Driven Instruction, Integrating Technology..., Learning Disabilities, Academic Advising, Education Policy, Student Engagement, Child Development, Program Development, E-Learning, Interventions, Career Counseling, K-12 Education, Grant Writing, Positive Behavior..., Professional..., Alternative Education, Common Core State..., Teacher Mentoring, PBIS, Parent-Teacher...
Education
Concordia University-Portland 2013 — 2014
Initial Administrative Licensure, Initial Administrative Licensure
Lewis and Clark College 2009 — 2011
Master of Education (MEd), School Counseling
California State University-San Bernardino 2002 — 2003
Teaching Certification, Secondary Education and Teaching
Joshua Sack's American Express Financial Advisors Experience October 2002 - May 2003
Job Commercial Lender at Capital Bank
Industry Banking
Experience
United Community Bank November 2014 - Present
Capital Bank November 2012 - November 2014
Capital Bank February 2011 - November 2012
Carolina First/TD Bank September 2006 - February 2011
The Peoples Bancorporation July 2003 - April 2006
American Express Financial Advisors October 2002 - May 2003
First Reliance Bank January 2001 - July 2002
Skills
Credit Analysis, Credit
Education
Clemson University 2006 — 2011
MBA, Business Administration
Francis Marion University 1998 — 2002
BBA, Finance & Marketing
Battery Creek High School 1994 — 1998
United Community Bank November 2014 - Present
Capital Bank November 2012 - November 2014
Capital Bank February 2011 - November 2012
Carolina First/TD Bank September 2006 - February 2011
The Peoples Bancorporation July 2003 - April 2006
American Express Financial Advisors October 2002 - May 2003
First Reliance Bank January 2001 - July 2002
Skills
Credit Analysis, Credit
Education
Clemson University 2006 — 2011
MBA, Business Administration
Francis Marion University 1998 — 2002
BBA, Finance & Marketing
Battery Creek High School 1994 — 1998
Stacia Wakefield's American Express Financial Advisors Experience October 1998 - February 2002
Job Mental Health Counselor at Family Counseling Center
Industry Mental Health Care
Experience
Family Counseling Center December 2014 - Present
Core Professional Services December 2013 - September 2014
American Express Financial Advisors October 1998 - February 2002
Skills
Mental Health, Psychology, Crisis Intervention, Mental Health Counseling, Group Therapy, Adolescents, Family Therapy, Psychotherapy, CBT, Behavioral Health, Psychological Assessment, Treatment
Education
Capella University 2009 — 2014
Master's Degree, Mental Health Counseling/Counselor
University of Minnesota-Twin Cities 1992 — 1994
B.A., Sociology
Family Counseling Center December 2014 - Present
Core Professional Services December 2013 - September 2014
American Express Financial Advisors October 1998 - February 2002
Skills
Mental Health, Psychology, Crisis Intervention, Mental Health Counseling, Group Therapy, Adolescents, Family Therapy, Psychotherapy, CBT, Behavioral Health, Psychological Assessment, Treatment
Education
Capella University 2009 — 2014
Master's Degree, Mental Health Counseling/Counselor
University of Minnesota-Twin Cities 1992 — 1994
B.A., Sociology
Brian Lochkos's American Express Financial Advisors Experience October 1994 - November 1997
Job CFO at Allied Oil & Gas Services
Industry Oil & Energy
Experience
Allied Oil & Gas Services January 2015 - Present
Allied Oil & Gas Services July 2010 - Present
Deloitte Consulting August 2007 - July 2010
Thomson Reuters July 1999 - August 2007
Hewlett-Packard November 1997 - July 1999
American Express Financial Advisors October 1994 - November 1997
Skills
Strategy, Financial Modeling, Finance Transformation, Acquisition Integration, Business Process..., Business Transformation, Finance, Managerial Finance
Education
Eastern Michigan University 2001 — 2004
MBA
Central Michigan University 1990 — 1994
BSBA, Finance
Allied Oil & Gas Services January 2015 - Present
Allied Oil & Gas Services July 2010 - Present
Deloitte Consulting August 2007 - July 2010
Thomson Reuters July 1999 - August 2007
Hewlett-Packard November 1997 - July 1999
American Express Financial Advisors October 1994 - November 1997
Skills
Strategy, Financial Modeling, Finance Transformation, Acquisition Integration, Business Process..., Business Transformation, Finance, Managerial Finance
Education
Eastern Michigan University 2001 — 2004
MBA
Central Michigan University 1990 — 1994
BSBA, Finance
Brian Gamard's American Express Financial Advisors Experience January 2004 - April 2005
Job Trader
Industry Financial Services
Experience
Spartan Capital Securities, LLC June 2012 - Present
Llaw & Company July 2007 - May 2012
Ameriprise Financial February 2005 - June 2007
American Express Financial Advisors January 2004 - April 2005
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
BS, Law
Spartan Capital Securities, LLC June 2012 - Present
Llaw & Company July 2007 - May 2012
Ameriprise Financial February 2005 - June 2007
American Express Financial Advisors January 2004 - April 2005
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
BS, Law
Bryan Havighurst, CFP®, ChFC, CLU's American Express Financial Advisors Experience February 1996 - July 1999
Job Wealth Planning Team Lead at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2005 - Present
MetLife Securities November 2002 - August 2005
MetLife Securities August 2001 - November 2002
First Union Securities/Wachovia July 2000 - August 2001
PwC July 1999 - May 2000
American Express Financial Advisors February 1996 - July 1999
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Mutual Funds, Equities, Retirement Planning, Asset Management, Financial Modeling, Financial Services, Financial Analysis, Financial Advisory, Portfolio Management, Financial Planning, Finance, Banking, Risk Management, Wealth, Wealth Management...
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
J.D., Estate Planning
St. Lawrence University 1986 — 1990
Bachelor of Arts, Economics & Political Science
University School 1982 — 1986
Fifth Third Bank September 2005 - Present
MetLife Securities November 2002 - August 2005
MetLife Securities August 2001 - November 2002
First Union Securities/Wachovia July 2000 - August 2001
PwC July 1999 - May 2000
American Express Financial Advisors February 1996 - July 1999
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Mutual Funds, Equities, Retirement Planning, Asset Management, Financial Modeling, Financial Services, Financial Analysis, Financial Advisory, Portfolio Management, Financial Planning, Finance, Banking, Risk Management, Wealth, Wealth Management...
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
J.D., Estate Planning
St. Lawrence University 1986 — 1990
Bachelor of Arts, Economics & Political Science
University School 1982 — 1986
Peter Hong, CFP, ChFC, CLU's American Express Financial Advisors Experience 1994 - 1997
Job Group Executive, Senior Vice President
Industry Financial Services
Experience
Citi Personal Wealth Management October 2012 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Wachovia Securities/Wells Fargo Advisors 2007 - 2009
Citicorp Investment Services/Smith Barney 2003 - 2007
Citicorp Investment Services 1997 - 2003
American Express Financial Advisors 1994 - 1997
Skills
I care deeply about my..., I make many FAs better., Wealth Management, Investments, Retirement Planning, Mutual Funds, Insurance, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement, Banking, Securities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management...
Education
The American College
ChFC, CLU
Certified Financial Planner Board of Standards, Inc.
CFP
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing
Nankai University, Tianjin, China
Bachelor of Arts (BA), Tourism
Citi Personal Wealth Management October 2012 - Present
Wells Fargo Advisors 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Wachovia Securities/Wells Fargo Advisors 2007 - 2009
Citicorp Investment Services/Smith Barney 2003 - 2007
Citicorp Investment Services 1997 - 2003
American Express Financial Advisors 1994 - 1997
Skills
I care deeply about my..., I make many FAs better., Wealth Management, Investments, Retirement Planning, Mutual Funds, Insurance, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement, Banking, Securities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Wealth Management...
Education
The American College
ChFC, CLU
Certified Financial Planner Board of Standards, Inc.
CFP
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing
Nankai University, Tianjin, China
Bachelor of Arts (BA), Tourism
Joy A. Higgins's American Express Financial Advisors Experience January 1999 - January 2001
Job Computer Systems Analyst Sr. at U.S. Postal Service
Industry Government Administration
Experience
U.S. Postal Service September 2001 - Present
American Express Financial Advisors January 1999 - January 2001
Skills
Government, SQL, Microsoft Office, Windows, Troubleshooting, Databases, SharePoint, Requirements Analysis, Visio, Business Analysis, Access, Security Clearance
Education
Chippewa Valley Technical College
Information Technology
U.S. Postal Service September 2001 - Present
American Express Financial Advisors January 1999 - January 2001
Skills
Government, SQL, Microsoft Office, Windows, Troubleshooting, Databases, SharePoint, Requirements Analysis, Visio, Business Analysis, Access, Security Clearance
Education
Chippewa Valley Technical College
Information Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.