American Express Financial Advisors

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

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2,217 American Express Financial Advisors employees in database. Find out everything there's to know about American Express Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

American Express Financial Advisors Employees

Employee
Years
Job
Industry
Jason Rodman Jason Rodman San Francisco Bay Area Details
Jason Rodman's American Express Financial Advisors Experience June 2000 - May 2001
Job Experienced Pharma/Biotech Professional, with expertise in Finance, Analytics, and Systems
Industry Biotechnology
Experience
Genentech  April 2013 - August 2015
Genentech  March 2012 - April 2013
Genentech  July 2007 - March 2012
Cognos  July 2004 - July 2007
KPMG  August 2001 - June 2004
American Express Financial Advisors   June 2000 - May 2001

Skills
Business Analysis, Financial Modeling, Forecasting, Business Intelligence, Cross-functional Team..., Cognos, Management, Leadership, Business Analytics, Project Management, Finance, Team Leadership, Strategic Planning, Strategy, SAP, Biotechnology, Data Warehousing, Pharmaceutical Industry, Budgets, Business Process..., Process Improvement, Healthcare, TM1, Market Analysis, SAP BW, Pharmaceuticals, Data Integration, Budgeting, Trend Analysis, Project Finance, Financial Analysis, Financial Systems, Trend Forecasting, Uncertainty Analysis, QlikView, KPI Dashboards, Demand Planning, Analysis

Education
Duke University - The Fuqua School of Business   2009 — 2010
MBA, Health Sector Management (HSM)

North Carolina State University   1999 — 2001
B.S. Business Management, Business, Finance

Florence Pinon Florence Pinon Miami/Fort Lauderdale Area Details
Florence Pinon's American Express Financial Advisors Experience August 1999 - July 2001
Job Executive Assistant at Sofitel Luxury Hotels and Resorts
Industry Hospitality
Experience
AccorHotels  July 2015 - Present
Sofitel Luxury Hotels and Resorts  May 2006 - Present
American Express Financial Advisors   August 1999 - July 2001
Peugeot Motors of America  August 1997 - July 1999
The Chemists Club   May 1993 - April 1997
Hotel des Bergues   August 1989 - December 1992

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking

Education
Ecole hôtelière de Lausanne   1985 — 1989
Bachelor's degree, Hotel, Motel, and Restaurant Management

Widmark Cano Widmark Cano Greater Atlanta Area Details
Widmark Cano's American Express Financial Advisors Experience November 2000 - August 2002
Job VP Investments; Investment Managment Services, Retirement Income Planning & Wealth Protection
Industry Investment Management
Experience
The Mutual Fund Store  September 2015 - Present
CFIS - Cano Financial & Insurance Services   September 2013 - August 2015
PlanMember Securities Corporation   March 2011 - August 2015
Symetra  April 2009 - March 2011
MetLife  March 2007 - April 2009
Peachtree Settlement Funding  May 2007 - September 2008
Peachtree Settlement Funding  September 2002 - October 2007
American Express Financial Advisors   November 2000 - August 2002
Farnell Financial Services   May 1995 - October 2000
TGI Fridays  February 1992 - October 1993

Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth

Education
Florida International University   1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment

Hialeah High School   1981 — 1984

Jennifer Stoll Jennifer Stoll San Jose, California Details
Jennifer Stoll's American Express Financial Advisors Experience 1998 - 2002
Job Web Designer
Industry Internet
Experience
Self  2007 - Present
Macy's Department Store  2008 - 2012
San Jose Unified School District  2010 - 2011
Mills Peninsula Health Services  2008 - 2009
Sipex Corporation  2004 - 2005
American Express Financial Advisors   1998 - 2002
Dr. Lewis Osofsky   January 1996 - January 1998

Skills
Data Entry, Payroll, Administrative..., Accounts Payable, Office Management, Customer Service, Accounts Receivable, Budgets, Process Scheduler, Employee Benefits, Telephone Skills, Filing, Marketing, Microsoft Office, Microsoft Excel

Education
Foothill College   2008 — 2010
Associate of Science (A.S.), Internet Technology

Concorde Career Institute   1995 — 1996
Certificate, Medical Office Management/Administration

Brad Mikkelsen Brad Mikkelsen Greater New York City Area Details
Brad Mikkelsen's American Express Financial Advisors Experience 2001 - 2001
Job Front End Manager at Walmart
Industry International Affairs
Experience
Walmart  April 2014 - Present
Walmart  June 2006 - April 2014
Office Depot  June 2005 - December 2006
PETCO Animal Supplies, Inc.   October 2001 - June 2005
CAT Software Corporation   June 1996 - June 2001
American Express Financial Advisors   2001 - 2001
deutsche praezisions-ventil gmbh   November 1986 - December 1994
U.S. Department of Commerce   April 1983 - July 1986
U.S. Department of State   1981 - 1982

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Accounting, Sales, Spanish, Finance

Education
Fletcher School, Tufts University   1981 — 1983
Master's degree, International Business/Trade/Commerce

Georgetown University   1977 — 1981
Bachelor of Science (BS), International Relations and Affairs

Jon Zimmerman Jon Zimmerman Greater Chicago Area Details
Jon Zimmerman's American Express Financial Advisors Experience January 1998 - October 2003
Job VP, Account Manager at Pershing LLC
Industry Financial Services
Experience
Pershing LLC  October 2006 - Present
AMCORE Financial   October 2003 - October 2006
American Express Financial Advisors   January 1998 - October 2003
The Freedom Group  January 1996 - January 1998
Carlson Companies  February 1994 - January 1996

Skills
Series 7, Mutual Funds, Securities, Series 24

Education
Florida State University - College of Business   2005 — 2007
MBA, General Business Administration

Luther College   1990 — 1994
B.A., Accounting

Kimberly L. Curtis, CFP, ChFC, CLU, CAP, AEP, MSFS Kimberly L. Curtis, CFP, ChFC, CLU, CAP, AEP, MSFS Greater Denver Area Details
Kimberly L. Curtis, CFP, ChFC, CLU, CAP, AEP, MSFS's American Express Financial Advisors Experience 1992 - 2007
Job President & CEO at Wealth Legacy Institute
Industry Investment Management
Experience
Wealth Legacy Institute, Inc.   August 2007 - Present
American Express Financial Advisors   1992 - 2007
American Arbitration Association  1985 - 1992

Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Estate Planning, High Net Worth..., Asset Management, Wealth Management, Wealth, Investment Management, Risk Management, Tax, Fixed Annuities, Alternative Investments, Equities, Hedge Funds, Venture Capital, Financial Planners, Financial Services, Private Banking, Series 7, Wealth Management..., Investments, Life Insurance, Financial Advisory, Asset Allocation, Insurance, Investment Advisory, Private Equity, Mergers & Acquisitions, Securities, IRAs, Mediation, 401k, Investment Strategies, Mutual Funds, Retirement

Education
The American College   2003 — 2005
MSFS, Finance

University of Denver - Sturm College of Law   1983 — 1984
MSJA, Judical Administration

Elmira College   1979 — 1983
BS, Criminal Justice/ADR

Manka Kaur Manka Kaur Atlanta, Georgia Details
Manka Kaur's American Express Financial Advisors Experience June 2001 - August 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
American Express Financial Advisors   June 2001 - August 2005
Reznick Group  August 2000 - June 2001
IBM  April 1996 - March 1998

Education
Georgia State University   1995 — 2000
Bachelor's degree, Finance, General

Alexander Brun Alexander Brun Seattle, Washington Details
Alexander Brun's American Express Financial Advisors Experience July 2003 - April 2005
Job
Industry Financial Services
Experience
Charles Schwab  February 2014 - February 2015
Wells Fargo  December 2006 - February 2014
Hua Mei Inter-cultural Enterprises   April 2008 - October 2013
Bank of America  May 2005 - January 2006
American Express Financial Advisors   July 2003 - April 2005

Skills
Investments, Wealth Management, Portfolio Management, Finance, Asset Management, Financial Advisory, Financial Analysis, Financial Services, Investment Management, Market Research, Financial Modeling, Mutual Funds, Equities, Management, Asset Managment, Business Strategy, Corporate Venture..., Company Valuation, Series 7, Asset Allocation, Valuation

Education
University of California, Berkeley, Haas School of Business   2009 — 2009
CIMA, Investment Management

University of Washington, Michael G. Foster School of Business   1999 — 2000
Certificate, International Business

The George Washington University   1986 — 1991
BA, East Asian Studies, Chinese Language and Literature, 3.6 Cum Laude

Fudan University   1988 — 1989
certificate, Chinese Language and Literature

Investment Banking Institue
Investment banking, corporate venture captital (M&A, LBO), financial valuation and modeling

Steven Goldner Steven Goldner Miami, Florida Details
Steven Goldner's American Express Financial Advisors Experience January 2004 - March 2005
Job Sales Executive at Coast Tropical
Industry Import and Export
Experience
Coast Tropical   July 2012 - Present
Inversiones La Tigra S.A. , Invermol S.A.   2006 - Present
Agroindustrias E.B.C.S.A.   July 2008 - July 2011
American Express Financial Advisors   January 2004 - March 2005
Shay Financial Services   January 2002 - January 2004

Skills
Negotiation, New Business Development, International Sales, International Trade, Export, Product Development, CRM, Account Management, Management, Sales, Business Strategy, Contract Negotiation, Marketing Strategy, Pricing, Purchasing, Real Estate, Sales Management, Sales Operations, Business Planning, Business Development, Forecasting, Key Account Management, Logistics, Market Research, P&L Management, Retail, Strategy, International Business, Strategic Planning, Marketing

Education
Franklin University Switzerland   1997 — 2001
Bachelor of Arts (B.A.), International Management and Finance

Kent School Connecticut   1994 — 1996

Pat Quahliero, ChFC Pat Quahliero, ChFC Sharon, Pennsylvania Area Details
Pat Quahliero, ChFC's American Express Financial Advisors Experience 1993 - 2004
Job State Farm Agent
Industry Financial Services
Experience
State Farm  2005 - Present
3H Sports   2005 - Present
American Express Financial Advisors   1993 - 2004

Skills
Retirement Planning, Mutual Funds, Series 63, Insurance, Strategic Financial..., Fixed Annuities, Estate Planning, Long Term Care Insurance, Disability Insurance, Life Insurance, Investments, IRAs, Retirement, Long-term Care, Series 7, Term Life Insurance, Whole Life, Homeowners, Universal Life, Renters, Health Insurance, Commercial Insurance, Umbrella Insurance, Property & Casualty..., Underwriting, Casualty, General Insurance, Small Business, Financial Advisory, Marine Insurance, Financial Planning

Education
Duquesne University   1986 — 1990
B.S.B.A., Finance

New Castle High School   1983 — 1986

Jenny Aguiar Jenny Aguiar Providence, Rhode Island Area Details
Jenny Aguiar's American Express Financial Advisors Experience January 2000 - June 2001
Job Director of Financial Assistance at Newbury College
Industry Higher Education
Experience
Newbury College  August 2015 - Present
North Park University  September 2011 - August 2015
Dean College  January 2005 - April 2015
Lesley University  September 2001 - December 2004
American Express Financial Advisors   January 2000 - June 2001

Skills
Enrollment Management, Higher Education, Student Financial Aid, Staff Development, Public Speaking, Nonprofits, Teaching, Student Affairs, Higher Education..., Event Planning, Customer Service, Leadership, Datatel, Microsoft Office, Student Development, Training, PowerPoint, Student Loans, Financial Aid...

Education
North Park University   2011 — 2015
Master's degree, Higher Education/Higher Education Administration

Evangel University   1987 — 1991
Bachelor of Science (BS), Elementary Education and Teaching

Kristen (KC) Bywater Kristen (KC) Bywater Charlotte, North Carolina Area Details
Kristen (KC) Bywater's American Express Financial Advisors Experience October 2000 - October 2001
Job Lead Recruiter at SC Staffing Group
Industry Real Estate
Experience
SC Staffing Group   March 2015 - Present
Charlotte Investment Homes   December 2014 - April 2015
Keller Williams Real Estate- Lake Norman   December 2012 - January 2014
Bywater Development   November 2008 - December 2011
Comstock Homebuilding Company   November 2002 - October 2005
Model Home Temps Alexandria   January 2001 - November 2002
American Express Financial Advisors   October 2000 - October 2001

Skills
Strategic Financial..., Residential Homes, Selling, Sales, Sales Operations, Insurance, Finance, Sales Management, Business Development, Real Estate, Marketing

Education
Strayer University (VA)-MBA   2002 — 2004
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.8 Magna Cum Laude Honors

Virginia Tech   1997 — 2000
Bachelor's degree, Communications, GPA 3.6 Cum Laude Honors

East Carolina University   1995 — 1997

Drew Thompson, CFP® Drew Thompson, CFP® Jacksonville, Florida Area Details
Drew Thompson, CFP®'s American Express Financial Advisors Experience September 2002 - April 2003
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC  April 2014 - Present
Merrill Edge  June 2010 - March 2014
F & S Asset Management Group   April 2005 - July 2010
Henderson Group   April 2003 - December 2004
American Express Financial Advisors   September 2002 - April 2003

Skills
Series 7, Series 66, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Strategies, Retirement, Financial Services, Management, Strategy, CRM, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning

Education
The American College   2003 — 2008
Certified Financial Planner Program

Florida State University   1996 — 2000
BS, Business Administration – Finance

Chad Larkins Chad Larkins Chevy Chase, Maryland Details
Chad Larkins's American Express Financial Advisors Experience May 1996 - November 1996
Job Chief Executive Officer
Industry Construction
Experience
The Ladder Network   August 2010 - Present
The Larkins Company   August 2004 - Present
Cherokee Solar Power   September 2012 - April 2014
Vance-Granville College   October 2012 - March 2014
Warrenton Cleaners, Inc.   June 2010 - September 2012
Akers & Associates Construction Company   February 2003 - August 2004
Sunny Acres Development   January 2001 - February 2003
US Airways  January 1998 - January 2001
John Hancock Financial Services  November 1996 - January 1998
American Express Financial Advisors   May 1996 - November 1996

Skills
Strategic Planning, Entrepreneurship, Leadership, Business Development, Organizational..., Program Management, Training, Business Planning, Renewable Energy, Social Media

Education
Duke University   1995 — 1996
Economics/Markets and Management Studies

Howard University   1993 — 1995
Psychology

Joe Faxio Joe Faxio Greater Atlanta Area Details
Joe Faxio's American Express Financial Advisors Experience April 2004 - June 2005
Job Experienced Business Development Professional| Recent MBA Graduate
Industry Investment Management
Experience
Merrill Lynch  August 2012 - August 2015
New Birth Missionary Baptist Church  August 2010 - September 2013
TD Ameritrade  August 2006 - August 2010
Adecco  August 2005 - April 2006
American Express Financial Advisors   April 2004 - June 2005
Cydcor Independent Licensee Companies   September 2002 - March 2004
City of Atlanta  2001 - 2002

Skills
Leadership, Investments, Finance, Strategic Planning, Wealth Management, Business Development, Entrepreneurship, Public Speaking, Insurance, Sales, Recruiting, Coaching, Series 7, Relationship Management, Securities, Microsoft Office, Financial Analysis, Retirement Planning, Risk Management, FINRA, Project Planning, Product Management, Product Marketing

Education
Emory University - Goizueta Business School   2011 — 2015
Master of Business Administration (MBA), Marketing Consulting & Finance

Morehouse College   1998 — 2002
B.A, Political Science

Dena Bates, SPHR Dena Bates, SPHR Miami/Fort Lauderdale Area Details
Dena Bates, SPHR's American Express Financial Advisors Experience January 1998 - October 1999
Job Seeking new HR / Safety position in South FL
Industry Human Resources
Experience
Ritz Safety  October 2011 - October 2013
Labor Finders  March 2007 - January 2011
Labor Finders  March 2005 - March 2007
Labor Finders  January 2000 - March 2005
American Express Financial Advisors   January 1998 - October 1999

Skills
Human Relations, Hiring Practices, Curriculum Creation, Career Assessment, Industrial Safety, Workplace Safety

Education
HRCI   2012 — 2012
Senior Professional of Human Resources, Huam Resources

Florida Atlantic University   2011 — 2011
Certificate, Human Resources Management

Florida Atlantic University   2011 — 2011
Certificate, Employee Compensation & Benefits

University of Florida - Warrington College of Business Administration   1994 — 1997
BS, Business Management

Denise Van Leemput Denise Van Leemput San Francisco Bay Area Details
Denise Van Leemput's American Express Financial Advisors Experience April 2002 - April 2004
Job Executive Administrative Assistant at Alexza Pharmaceuticals
Industry Health, Wellness and Fitness
Experience
Alexza Pharmaceuticals  January 2013 - Present
Parelius Insurance Services   April 2011 - September 2012
iD Tech Camps  June 2010 - September 2010
Advogent  October 2006 - November 2008
Vander Zwaag Financial, Inc.   April 2005 - October 2006
American Express Financial Advisors   April 2002 - April 2004
DirecTV Broadband  December 1999 - September 2001
LifeScan  August 1998 - March 1999

Skills
Social Media, Outlook, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, Software Documentation, Lotus Notes, Access, Microsoft Word, Project Planning, QuickBooks, ACT, Account Management, Salesforce.com, Management, Recruiting, Program Management, Training

Education
Evergreen Valley College   2009 — 2011
Associate of Arts (AA), Health Sciences

West Valley College   1999 — 2001
Psychology

Daniel Grisham, Jr. Daniel Grisham, Jr. Charlotte, North Carolina Area Details
Daniel Grisham, Jr.'s American Express Financial Advisors Experience April 2000 - October 2001
Job Site Administration Manager
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Wells Fargo Advisors  March 2013 - January 2014
Wells Fargo Advisors, LLC  April 2006 - March 2013
Wachovia Securities  March 2005 - April 2006
Wachovia Bank  October 2002 - March 2005
American Express Financial Advisors   April 2000 - October 2001

Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership

Education
Florida Agricultural and Mechanical University   1995 — 1999
Bachelor of Science

University of Phoenix   2003 — 2006
MBA

Heidi Manning Heidi Manning Egg Harbor Township, New Jersey Details
Heidi Manning's American Express Financial Advisors Experience August 2003 - May 2005
Job at
Industry Government Administration
Experience
NJ Casino Control Commission  October 2013 - Present
CVS Caremark Corporation  July 2005 - September 2013
American Express Financial Advisors   August 2003 - May 2005

Skills
Human Resources, Payroll, Coaching, Training, Management, FMLA, Recruiting, Finance, Succession Planning, Customer Service, Financial Analysis, Inventory Management, Process Improvement, Microsoft Excel, Retail, Team Building, Leadership, Business Analysis, PowerPoint, Microsoft Office, Public Speaking, Team Leadership, Sales, Microsoft Word, Inventory Control, Quality Assurance, Auditing, Customer Satisfaction, Negotiation, Sales Management, Cross-functional Team..., Access, Outlook, Operations Management

Education
Villanova University   2011 — 2012
Human Resources Management and Services

East Carolina University   1999 — 2003
Bachelor of Business Administration (BBA), Financial Planning and Services

Geoffrey Rigney Geoffrey Rigney Columbus, Ohio Area Details
Geoffrey Rigney's American Express Financial Advisors Experience February 1990 - July 1992
Job Sr. Product Consultant Alternative Growth at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  April 2015 - Present
Nationwide Financial  November 2005 - April 2015
Nationwide Financial  March 2000 - November 2005
Nationwide Financial  June 1998 - March 2000
Nationwide Financial  May 1995 - June 1998
Nationwide Financial  July 1992 - May 1995
American Express Financial Advisors   February 1990 - July 1992

Skills
Competitive Analysis, Sales Management, Project Management, Relationship Management, Mutual Funds, Positioning, Vendor Management, Process Improvement, Analysis, Strategic Planning, Marketing, Product Development, Sales, Business Development, Financial Services, Fixed Annuities, Leadership, Financial Planning, Retirement Planning, Investments, Consulting

Education
Franklin University   1994 — 1998
Bachelors, Finance

Tripp Hardin Tripp Hardin Cincinnati Area Details
Tripp Hardin's American Express Financial Advisors Experience 2002 - 2003
Job Looking to Change the World.
Industry Financial Services
Experience
Anthem Blue Cross Blue Shield  August 2014 - January 2015
HardinGroup, Inc.   January 2012 - August 2014
Harris Investor Services  December 2007 - January 2012
JPMorgan Chase  2003 - 2007
American Express Financial Advisors   2002 - 2003
Paccar/Kenworth Trucks   2001 - 2002
Competix Software   2001 - 2001
Sprint / Nextel  1999 - 2001
Traditions Golf Club  1996 - 1998
Mission Hills Country Club  1994 - 1996

Skills
Wealth Management, Mutual Funds, Banking, Strategic Financial..., Investments, Estate Planning, Credit, Asset Managment, Retirement, Investment Advisory, Securities, Insurance, Risk Management, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Relationship Management, Equities, Asset Allocation, Investment Management, IRAs, Life Insurance, Financial Goals, Sales, Sales Management, Business Development, Process Improvement, Marketing, Business Strategy, New Business Development, Team Building, Budgets, Small Business, Business Networking, Leadership, Territory Development, Territory Account..., Sales Presentations, Consultative Sales..., Closing Abilities, Sales Process

Education
Ferris State University   1978 — 1982
B.S. Business - PGM, Marketing

Lumen Christi

William Stratton, CFP® William Stratton, CFP® Hazlet, New Jersey Details
William Stratton, CFP®'s American Express Financial Advisors Experience 1993 - 2002
Job Investment Advisor / Financial Planner at Shapiro Financial Security Group, Inc.
Industry Financial Services
Experience
Shapiro Financial Security Group, Inc.   April 2013 - Present
Nova Financial Consulting, LLC   September 2002 - March 2013
American Express Financial Advisors   1993 - 2002
Verizon (formerly NJ Bell/Bell Atlantic) and Bell Communications Research   1964 - 1991

Skills
Retirement Planning, 401k Rollovers, Investment Advisory, Personal Financial..., IRA's

Education
New York University   2001 — 2002
Certificate

College of Financial Planning   1996 — 1998
Certificate

Fairleigh Dickinson University   1970 — 1978
BS, MBA

Bridgeton High School

Bela Kaul Bela Kaul Frisco, Texas Details
Bela Kaul's American Express Financial Advisors Experience December 1994 - February 1996
Job Risk Management
Industry Financial Services
Experience
Twin Cities Power  September 2011 - September 2013
Cargill  January 2000 - September 2010
Melton Research   1997 - 2000
American Express Financial Advisors   December 1994 - February 1996
IDS Financial Services (IDS Service Organization), MN   April 1993 - December 1994
California International School, Hong Kong   1988 - 1988
Anderson Man Investment Company   1985 - 1988
Integrated Learning Center   1985 - 1988

Skills
Commodity Risk..., market risk, BI reporting tools, Financial Analysis, CRM, Research, Writing, Financial Modeling, Risk Management, Commodity, Strategic Planning, Portfolio Management, Publications, Fiction Writing, Market Risk

Education
Eastern Michigan University   1989 — 1992
BBA, Finance

Lourdes Vicente Lourdes Vicente Miami, Florida Details
Lourdes Vicente's American Express Financial Advisors Experience July 1996 - May 2003
Job Account Manager at All American Containers
Industry Packaging and Containers
Experience
All American Containers  June 2005 - Present
American Express Financial Advisors   July 1996 - May 2003
evelio ley & associates   1970 - 1978

Skills
Special Events..., Packaging, Sales Management, New Business Development, Product Development, Account Management, Customer Service, Strategic Planning, Marketing Strategy, Negotiation, Contract Negotiation, Team Building, Direct Sales, Inventory Management, Manufacturing, Purchasing

Education
Florida International University
BS, Mass Communication/Media Studies

Miami Dade Community College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities

Robert LoPresti Robert LoPresti Greater New York City Area Details
Robert LoPresti's American Express Financial Advisors Experience February 1996 - August 1999
Job Quality Assurance Manager at Expack Seafood, Inc.
Industry Food & Beverages
Experience
Expack Seafood, Inc   October 2008 - Present
Restaurant Depot  June 2006 - September 2008
Whole Foods Market  August 2002 - April 2006
Red Lobster  July 2004 - June 2005
Sutton Place Gourmet/Balducci's   September 1998 - June 2002
American Express Financial Advisors   February 1996 - August 1999
Rocky Hill Fishery   July 1991 - January 1996

Skills
HACCP, Seafood, Frozen, Fish, Food Safety, Food Quality, Aquaculture, Quality Assurance, Retail, Import, Inventory Management, Sanitation, ISO 22000, Ingredients, Meat, Food Industry, Food, Food Processing, SQF, Frozen Food, Food Service, Food Science, Budgets, Product Development, Quality Control, BRC, Packaging, Purchasing, GFSI, Food Manufacturing, Catering

Education
George Mason University

SUNY Oneonta

Roxanne Blade Roxanne Blade Deerfield Beach, Florida Details
Roxanne Blade's American Express Financial Advisors Experience October 1996 - June 2006
Job Certified Financial Planner and Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC)   February 2012 - Present
Woodbury Financial Services  September 2009 - November 2011
American Express Financial Advisors   October 1996 - June 2006

Skills
Independent Financial..., Retirement Plan..., Wealth Management..., Wealth Accumulation..., Holistic Financial...

Education
Florida State University - College of Business   1990 — 1992
Bachelor's degree, Finance and International Business

Alyn Rumbold, CFP Alyn Rumbold, CFP Flagstaff, Arizona Area Details
Alyn Rumbold, CFP's American Express Financial Advisors Experience August 1992 - May 2002
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc.  August 2014 - Present
Industrial Development Authority, City of Flagstaff   August 2013 - Present
The Literacy Center of Northern Arizona   August 2011 - Present
Hozhoni Foundation  May 2004 - Present
Edward Jones Investments  May 2002 - August 2014
Edward Jones  2002 - August 2014
Edward Jones  2002 - 2014
Flagstaff Family YMCA   November 2011 - December 2013
The Hozhoni Foundation   June 2005 - July 2013
American Express Financial Advisors   August 1992 - May 2002

Skills
Retirement Planning, Retirement, IRAs, Series 7, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investments, Long-term Care, Income Protection, Portfolio Management, Investment Strategies, Strategic Planning

Education
Fuller Theological Seminary   1991 — 1992
Theology

Northern Arizona University   1981 — 1985
B.A., English, Finance

Brian East Brian East Accomac, Virginia Details
Brian East's American Express Financial Advisors Experience September 1998 - June 2004
Job CFP, Founder Atlantic CommonWealth Advisors
Industry Investment Management
Experience
Atlantic CommonWealth Advisors   June 2012 - Present
Shore Investments   June 2004 - June 2012
Shore Bank  2004 - 2012
American Express Financial Advisors   September 1998 - June 2004

Skills
Certified Financial..., Retirement Planning, Asset Management, Financial Advisory, 401k Rollovers, Pensions, Investment Strategies, Asset Allocation, Stocks, Bonds, Preferred Stock, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Plan...

Education
Salisbury University   1996 — 1998
BS, Finance; BA, Economics

Queensland University of Technology   1995 — 1995

East Carolina University   1993 — 1995

Aaron Tyra, MBA, LMT Aaron Tyra, MBA, LMT Honolulu, Hawaii Details
Aaron Tyra, MBA, LMT's American Express Financial Advisors Experience August 1998 - December 1998
Job Personal Shopper at DFS Galleria Waikiki
Industry Retail
Experience
Salvatore Ferragamo  January 2010 - September 2010
Kokua Massage   July 2008 - September 2010
Salvatore Ferragamo  May 2008 - June 2009
AS Productions Corporation   December 2004 - January 2007
The Ritz-Carlton, Osaka   June 2005 - July 2005
Pacific Islands Club & Resort Guam   June 2004 - November 2004
Osaka Institute of Tourism   October 2000 - August 2003
American Express Financial Advisors   August 1998 - December 1998

Skills
Japanese, Sales, VIP management, Entrepreneurship, Retail Sales, Hotel Management, VIP Services, Hospitality, Marketing, Public Speaking, Teaching, Fashion, Foreign Languages

Education
Ho Chi Minh University   2010 — 2011
Vietnamese

Anahiem University   2005 — 2006
MBA, Business

Shanghai Jiao Tong University   2003 — 2004
Chinese Language

Nanzan University   1997 — 1998
Japanese Language

   1993 — 1998
BA, International Business & East Asian Area Studies

Kansai Gaidai University   1995 — 1996
Japanese

   1992 — 1993

   1992 — 1992

John Raines John Raines Iowa City, Iowa Area Details
John Raines's American Express Financial Advisors Experience March 1998 - March 1999
Job President at John Raines Insurance, Inc.
Industry Insurance
Experience
Asset Marketing Systems  2001 - Present
John Raines Insurance, Inc.   March 1995 - Present
The Principal Financial Group  March 1999 - April 2000
American Express Financial Advisors   March 1998 - March 1999
Bankers Life and Casualty Insurance Company   March 1990 - April 1995

Skills
Life Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Estate Planning, IRAs, Public Speaking, Strategic Financial..., 401k, Medicare, Long-term Care, Roth IRA, Term Life Insurance, Retirement, Disability Insurance, Medicare Part D, Health Insurance, Indexed Annuities, Coaching, Business, Retirement Planning, Personal Development, Universal Life, Employee Benefits, Health Savings Accounts, Whole Life, Small Business, Critical Illness, 401k Rollovers, Wealth Management

Education
Maharishi University of Management   1978 — 1980
MA, Education

East Carolina University   1971 — 1976
BA, Psychology, Business

David Hudak David Hudak Greater New York City Area Details
David Hudak's American Express Financial Advisors Experience 1999 - 2001
Job Senior Consultant at Portfolio Evaluations, Inc
Industry Financial Services
Experience
Portfolio Evaluations, Inc  January 2006 - Present
ADP Retirement Services  2002 - 2006
American Express Financial Advisors   1999 - 2001

Skills
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined Contribution, Endowment Funds, Retirement

Education
Seton Hall University   1997 — 1999
MBA

Gettysburg College   1993 — 1997
BA

Diane Hummon Diane Hummon Greater Minneapolis-St. Paul Area Details
Diane Hummon's American Express Financial Advisors Experience April 1981 - November 1996
Job Experienced Marketing Executive
Industry Higher Education
Experience
Luther Seminary  July 2012 - Present
Hummon Consulting   December 2011 - July 2012
MakeMusic  September 2009 - July 2011
Personnel Decisions International  2007 - 2009
Greater Twin Cities United Way  2002 - 2007
US Bank  1996 - 2001
American Express Financial Advisors   April 1981 - November 1996

Skills
Strategic Planning, Team Building, Change Management, Organizational..., Customer Experience, Marketing Strategy, Market Research, Segmentation, Talent Management, Financial Management, Branding and Positioning, Management Consulting, Mentoring, Coaching, Leadership, Strategy, Leadership Development, Nonprofits, Marketing, Integrated Marketing, CRM, Management, Social Media, Managerial Finance

Education
University of Saint Thomas - School of Business   1982 — 1985
MBA, Business

Harvard University
Certificate, Competitive Strategy Executive Course

Florida State University
Bachelor of Science, Music Therapy

Cliff Aiken Cliff Aiken Sarasota, Florida Area Details
Cliff Aiken's American Express Financial Advisors Experience 1994 - 1998
Job Director of Specialized Lending at Capital Solution Services
Industry Financial Services
Experience
Capital Solution Services   September 2014 - Present
Kinetic Management Group   September 2014 - Present
SunTrust Bank  August 2012 - September 2014
BB&T Wealth Management  May 2006 - May 2012
Single Family Residence, LLC   January 2003 - January 2005
Third Security, LLC  January 2001 - January 2003
American Express Financial Advisors   1994 - 1998

Skills
Wealth Management, Investments, Portfolio Management, Banking, Loans, Finance, Financial Services, Private Banking, Commercial Lending, Small Business Lending, Credit, Risk Management, Consumer Lending, Wealth Management..., Strategic Financial..., High Net Worth..., Mortgage Lending, Commercial Banking, Credit Analysis, Series 7, Series 63, Series 24, Creative Real Estate..., Financial Planning

Education
East Tennessee State University   1991 — 1994
BBA, Finance

Haslam College of Business at the University of Tennessee   1987 — 1989
Finance

Christian Brothers High School   1982 — 1986

Anabel Martorell Anabel Martorell Miami/Fort Lauderdale Area Details
Anabel Martorell's American Express Financial Advisors Experience June 1997 - January 1999
Job Experienced Business Operations & HR Professional
Industry Internet
Experience
Citrix  June 2015 - Present
Myxer Inc.  September 2007 - August 2014
Connected Media Technologies, Inc.   February 2004 - November 2006
BarPoint.com, Inc.   May 2000 - February 2004
Gusto Marketing Services, Inc.   January 1999 - May 2000
American Express Financial Advisors   June 1997 - January 1999

Skills
Recruiting, Human Resources, Start-ups, Management, Strategic Partnerships, Payroll, Mobile Marketing, Online Advertising, Digital Marketing, Mobile Devices, Benefits Administration, Digital Media, Talent Management, Strategy, Online Marketing, Risk Management, Business Development, Social Media Marketing, Mobile Advertising, COBRA, Bookkeeping, 401k, Leadership, Personnel Management, Operations Management, Marketing, New Business Development, Social Media, Financial Reporting, Reporting & Analysis, Employee Relations, Financial Accounting, Accounts Receivable, Accounts Payable, Data Analysis, Financial Analysis, Sales Compensation..., Operational Due..., Web Analytics, KPI Reports, KPI Dashboards

Education
Florida Atlantic University
B.S., International Business

Ruben Bakhash, MBA, CFP® Ruben Bakhash, MBA, CFP® Greater New York City Area Details
Ruben Bakhash, MBA, CFP®'s American Express Financial Advisors Experience September 1994 - September 1998
Job Managing Partner / Financial Advisor and Certified Financial Planner at LPL Financial
Industry Financial Services
Experience
Rutgers, The State University of New Jersey  September 2008 - Present
LPL Financial  September 1998 - Present
American Express Financial Advisors   September 1994 - September 1998

Education
Fairleigh Dickinson University
CFP®

Montclair State University
B.S.

Rutgers, The State University of New Jersey-Newark
MBA

Chip DeLorenzo Chip DeLorenzo Nobleboro, Maine Details
Chip DeLorenzo's American Express Financial Advisors Experience December 1990 - August 1995
Job Head of School, Damariscotta Montessori School
Industry Education Management
Experience
Damariscotta Montessori School   July 2001 - Present
Positive Discipline  1997 - Present
Bowie Montessori Children's House   August 1998 - June 2001
Bowman International School  July 1996 - July 1998
American Express Financial Advisors   December 1990 - August 1995

Skills
Fundraising, Curriculum Design, Educational Leadership, Classroom Management, Teaching, Leadership, Strategic Planning, Public Relations, Training, Montessori, Staff Development, Curriculum Development, Teacher Training, Classroom, Early Childhood..., Special Education, Educational Consulting, Public Speaking, Educational Technology, Elementary Education

Education
Endicott College   2001 — 2002
Master of Education (M.Ed.), Education

Hampton University   1986 — 1989
BS, Business Management

New York Military Academy   1983 — 1985
H.S.

Bradley Konawalik, CRPC Bradley Konawalik, CRPC Charlotte, North Carolina Area Details
Bradley Konawalik, CRPC's American Express Financial Advisors Experience September 2002 - June 2009
Job Managing Sales Director, Investment Adviser Representative at MetLife Premier Client Group of the Carolinas
Industry Financial Services
Experience
MetLife  February 2011 - Present
MetLife Securities, Inc.   February 2011 - Present
Securian Financial Services, Inc.   June 2009 - January 2011
GCG Wealth Management, Inc   June 2009 - January 2011
American Express Financial Advisors   September 2002 - June 2009

Education
East Stroudsburg University of Pennsylvania   1998 — 2001
BA/BS, Economics/Business Management

Chad Jackson Chad Jackson Greater New York City Area Details
Chad Jackson's American Express Financial Advisors Experience December 2001 - February 2003
Job Transforming workplace communication through software
Industry Computer Software
Experience
The Marlin Company  July 2014 - Present
McKesson / Moore Medical   March 2012 - June 2014
Hobson Associates  February 2011 - October 2011
ProWay   March 2009 - February 2011
Bancnorth Investment Group  November 2007 - March 2009
ING U.S.   February 2007 - September 2007
Travelers Life & Annuity / MetLife   October 2003 - February 2007
American Express Financial Advisors   December 2001 - February 2003
RJS Associates  March 2000 - October 2001

Skills
New Business Development, Salesforce.com, Sales, Account Management, Sales Process, Sales Operations, Consultative Sales..., Relationship Management, Market Research, Investments, CRM, Cold Calling, Lead Generation, Business Development, Business Planning, Customer Retention, Insurance, Sales Presentations, Solution Selling, Strategic Partnerships, B2B, Time Management, Marketing, Strategy, Financial Services, Building Relationships, Customer Acquisition, Strategic Planning, Competitive Analysis, Networking, Direct Sales, Negotiation, Management, Sales Management, SaaS

Education
Eastern Connecticut State University
Business

Three Rivers Community College
Liberal Arts

Bill Foulk Bill Foulk Dallas/Fort Worth Area Details
Bill Foulk's American Express Financial Advisors Experience February 1995 - June 1999
Job Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities  June 1999 - Present
Lincoln Financial Group  2000 - 2014
American Express Financial Advisors   February 1995 - June 1999

Education
Florida Atlantic University   1990 — 1992
BPA, Political Science

Santa Fe Community College   1987 — 1989
AA, General

Damien Paumi Damien Paumi Mount Arlington, New Jersey Details
Damien Paumi's American Express Financial Advisors Experience July 2001 - February 2004
Job Director of Wealth Management and Planning at Nisivoccia
Industry Financial Services
Experience
Nisivoccia Wealth Advisors LLC   April 2010 - Present
Financial Planning Association of New Jersey   December 2014 - Present
FPANJ   2008 - December 2012
FPA of New Jersey   January 2008 - December 2010
Ameriprise Financial Services, Inc.   November 2009 - March 2010
Ameriprise Financial Services, Inc.   2008 - November 2009
Ameriprise Financial Services, Inc.   February 2004 - February 2008
American Express Financial Advisors   July 2001 - February 2004

Skills
Retirement Planning, Saving for Education, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Investments, 401k, Asset Allocation, Employee Stock Options, Domestic Partner..., Financial Goals, Financial Services, Investment Strategies, Financial Planners, Securities, Series 63, Leadership, Insurance, Mutual Funds

Education
Leadership NJ   2009 — 2010

Gettysburg College   1997 — 2001
Bachelor of Science (BS), Biochemistry and Molecular Biology & Spanish

St Margaret McTernan   1985 — 1997
Bachelor of Science (BS), Biochemistry and Molecular Biology

Mark Pelletier, AIF® Mark Pelletier, AIF® Greater Boston Area Details
Mark Pelletier, AIF®'s American Express Financial Advisors Experience November 2000 - October 2005
Job Senior Financial Advisor at Antaeus Wealth Advisors, LLC, & Accredited Investment Fiduciary Designee
Industry Investment Management
Experience
Antaeus Wealth Advisors, LLC   January 2011 - Present
Sohn & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   October 2005 - January 2011
American Express Financial Advisors   November 2000 - October 2005
Milton High School  August 1999 - July 2000

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Tax Reduction, Series 7, Mutual Funds, Investments, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Asset Allocation, Wealth Management, Financial Advisory, Investment Strategies, ETFs, Securities, Financial Services, Asset Managment

Education
Framingham State University   1994 — 1999
BA, Economics with Concentration in Quantitative Economics and Math Minor

University of Massachusetts Dartmouth   1993 — 1994
Computer Engineering

Salem High School   1989 — 1993
Diploma, General Studies

Jack Waugh Jack Waugh Washington D.C. Metro Area Details
Jack Waugh's American Express Financial Advisors Experience September 1994 - December 1996
Job (not on market) Software Engineer at Center for Community Technology Services
Industry Computer Software
Experience
Center for Community Technology Services   November 2010 - Present
Center for Community Technology Services at the University of Baltimore   October 2007 - July 2009
Generation FIVE   June 2007 - August 2007
Horizon Blue Cross/Blue Shield of New Jersey   August 2005 - February 2006
MCI Communications  June 1998 - August 2001
American Express Financial Advisors   September 1994 - December 1996
International Business Machines Corporation  November 1992 - April 1994
Alcatel  April 1987 - August 1991
Computer Consoles, Inc.   June 1981 - June 1986
RLG Associates   July 1978 - June 1981

Skills
Ruby, Smalltalk, SQL, Ruby on Rails, Problem Analysis, Programming, Databases, HTML, C, OOP, Software Development, Web Applications, Linux, Software Engineering, Unix, MySQL, Subversion, CSS, Software Design, git

Education
Georgia Institute of Technology   1974 — 1978
BS, Information and Computer Science

Middle Georgia College
AA, Bus. Adm.

Sue Balloch Sue Balloch United States Details
Sue Balloch's American Express Financial Advisors Experience 1990 - 1998
Job Nationally known recruiter and networker in the automation industry, come join our network with over 2 million people.
Industry Staffing and Recruiting
Experience
Controls Resource Network   June 2007 - Present
United Capital Financial Advisers  2006 - 2008
Jefferson Wells  2005 - 2006
Top Gun Professional Search   December 1998 - April 2003
American Express Financial Advisors   1990 - 1998
IBM  1986 - 1990

Skills
Engineering, Automation, Engineers, Compensation, Internet Recruiting, Technical Recruiting, Talent Acquisition

Education
Michigan State University - The Eli Broad College of Business   1984 — 1985
MBA, Materials and Logistics Management

Eastern Michigan University   1982 — 1984
BBA, Marketing

University of Michigan   1980 — 1982
None, General studies

Holli Taepke-Lee Holli Taepke-Lee Louisville, Kentucky Area Details
Holli Taepke-Lee's American Express Financial Advisors Experience August 1998 - February 2002
Job Office Manager/Traffic Manager
Industry Entertainment
Experience
Commonwealth Broadcasting, Corp.   January 2004 - Present
American Express Financial Advisors   August 1998 - February 2002

Education
Ferris State University

Todd Hester Todd Hester Salem, Virginia Details
Todd Hester's American Express Financial Advisors Experience January 1995 - September 1996
Job Writing, management, marketing
Industry Nonprofit Organization Management
Experience
Non-Profit  August 2003 - Present
Best Pest Control   January 2002 - August 2003
AmSouth Bank  2000 - 2000
ADT  January 1998 - January 1999
Southern Progress Corporation  January 1997 - January 1998
American Express Financial Advisors   January 1995 - September 1996
The Right Source   1995 - 1995

Skills
Training, Writing, Staff Management, Budgets, Public Speaking, Event Planning, Analysis, Conflict Resolution, Marketing, Social Media, Curriculum Design, Teaching, Customer Service, Interviews, Staff Development

Education
Beeson Divinity School   1996 — 2000
M.Div, Theology, preaching, liturgics

Furman University   1990 — 1994
B.A., English, Education

TIM DODDS TIM DODDS Greater Minneapolis-St. Paul Area Details
TIM DODDS's American Express Financial Advisors Experience 1983 - 1987
Job Compliance Professional in Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services  May 2014 - October 2014
Ameriprise Financial Services, Inc.   May 2010 - December 2012
Ameriprise Financial Services, Inc.   2004 - May 2010
Ameriprise Financial Services, Inc.   1999 - 2004
American Express  1996 - 1999
American Express  1994 - 1995
American Express  1990 - 1993
American Express  1987 - 1990
American Express Financial Advisors   1983 - 1987

Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance

Education
University of St. Thomas
Master of Business Administration (M.B.A.)

College of Financial Planning, Denver, CO
CFP

Ferris State University
Bachelor's degree

Mound Westonka High School

Rick Urban Rick Urban Greater Seattle Area Details
Rick Urban's American Express Financial Advisors Experience 1999 - 2003
Job General Manager at Island Athletic Club
Industry Health, Wellness and Fitness
Experience
Island Athletic Club   2003 - Present
American Express Financial Advisors   1999 - 2003
Washington Mutual Bank  1992 - 1999

Skills
Team Building, Leadership, Strategic Planning, Customer Service

Education
Fort Lewis College   1985 — 1989
BA, Accounting

James Nunn James Nunn Orlando, Florida Area Details
James Nunn's American Express Financial Advisors Experience 2000 - 2003
Job Director, Home Automation Sales North America at Invixium
Industry Business Supplies and Equipment
Experience
Invixium   June 2015 - Present
NextEra Energy Resources  May 2013 - May 2015
Ricoh Americas Corporation  January 2005 - May 2013
duPont Publishing  November 2003 - December 2004
American Express Financial Advisors   2000 - 2003

Skills
Salesforce.com, Solution Selling, Direct Sales, Account Management, Sales Process, Sales Management, New Business Development, Cold Calling, Customer Retention, Sales, Team Leadership, Contract Negotiation, Management, Recruiting, Negotiation, Customer Service, CRM, Business Development, Sales Presentations, Leadership, Selling

Education
Florida Atlantic University   1995 — 2000
International Business and Marketing, Business and Finance

Lakeland Senior High School

Lakeland Senior High School

Lakeland Senior High School

Thomas Wayne, CFP®, CRPC®, Financial Advisor Thomas Wayne, CFP®, CRPC®, Financial Advisor Albany, New York Area Details
Thomas Wayne, CFP®, CRPC®, Financial Advisor's American Express Financial Advisors Experience 1988 - 1995
Job WAYNE, BAZANOS & ASSOCIATES A financial advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present
American Express Financial Advisors   1988 - 1995

Education
Elmira College   1973 — 1977
Bachelor of Science

Dana Lyon Dana Lyon Duluth, Georgia Details
Dana Lyon's American Express Financial Advisors Experience April 1993 - June 1997
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
TD Ameritrade  May 2008 - July 2009
SunTrust Investment Services  December 2006 - May 2008
InvestLinc  March 2005 - December 2006
Charles Schwab  August 2002 - March 2005
Charles Schwab  December 2000 - August 2002
Charles Schwab  June 1997 - December 2000
American Express Financial Advisors   April 1993 - June 1997

Skills
Estate Planning

Education
Kennesaw State University - Michael J. Coles College of Business   1996 — 1999
Masters, MBA

Florida State University   1983 — 1988
Bachelors, Finance

Scott Wasserman Scott Wasserman Providence, Rhode Island Area Details
Scott Wasserman's American Express Financial Advisors Experience January 1990 - July 1992
Job Inbound Marketing Professional Wasserman Inbound Marketing Hubspot Partner Search Engine and Content Development
Industry Marketing and Advertising
Experience
Wasserman Inbound Marketing   July 2008 - Present
Hair Club for Men and Women  August 1998 - July 2008
Hair Club  August 1992 - August 1998
American Express Financial Advisors   January 1990 - July 1992

Skills
SEO, Email Marketing, Social Media, Competitive Analysis, E-commerce Solutions, Analytics, SEM, Viral Marketing, Social Media Marketing, Online Marketing, Consumer Insights, B2B, Direct Marketing, Market Research, New Business Development, Advertising, B2C, Marketing Strategy, Media Planning, Customer Relations, Marketing Management, Creative Development, Content Marketing, Mobile Marketing, Digital Marketing, PPC, E-commerce, Online Advertising, Lead Generation, Web Analytics, B2B Marketing, Google Adwords, Website Development, Digital Media, CRM, Blogging, Creative Direction, Customer Service, Sales, Entrepreneurship, Digital Strategy, Strategy, Marketing Communications, Marketing, Social Networking, Integrated Marketing, Web Marketing, Google Analytics

Education
Franklin Pierce University   1985 — 1989
Bachelor of Science, Marketing

Michael Bacchini Michael Bacchini Reading, Pennsylvania Area Details
Michael Bacchini's American Express Financial Advisors Experience May 2000 - January 2003
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  November 2006 - Present
First Financial Bank  January 2003 - November 2006
American Express Financial Advisors   May 2000 - January 2003

Education
Drexel University   1990 — 1995

Edita Tracey Edita Tracey Greater Atlanta Area Details
Edita Tracey's American Express Financial Advisors Experience 2005 - 2005
Job Multilingual International Tax Accountant at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC   2010 - Present
Roedl Langford de Kock, LLP   2008 - 2010
Real Estate Insurance Network   2005 - 2007
American Express Financial Advisors   2005 - 2005

Skills
Tax, International Tax, Income Tax, Corporate Tax, State Tax, Tax Accounting, Tax Research, Tax Advisory, Accounting, Partnership Taxation, Finance, Tax Preparation, US GAAP, Financial Statements, S Corporations, Tax Returns

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2008
Accounting, Assurance & Tax

Georgia State University - J. Mack Robinson College of Business   2000 — 2005
Finance and Risk Management & Insurance

Harold Lustig Harold Lustig San Francisco Bay Area Details
Harold Lustig's American Express Financial Advisors Experience January 1991 - January 1998
Job Protect your assets from the next crash. Retire with Peace of mind. Harold@haroldlustig.com.4154721290
Industry Financial Services
Experience
Lustig Financial Services, LLC   July 2010 - Present
Estate & Elder Planning Associates   January 2008 - Present
Workman Securities Corp   January 2006 - June 2010
Mutli-Financial Securities Corp   January 1998 - January 2002
American Express Financial Advisors   January 1991 - January 1998
Nathan & Lewis Securities  January 1982 - January 1991
The Harold L. Lustig Corporation, New York, NY   January 1982 - January 1991
Phelps Dodge Corporation  January 1972 - January 1976
Comsat Satellite Corporation   January 1969 - January 1972

Skills
Long Term Care, Estate Planning, Retirement Planning, Naionaslly Recognized..., Safe Money Investments, Life Insurance Planning, Insurance, Life Insurance, Wealth

Education
Drexel University - College of Business and Administration   1966 — 1968
MBA, Business Administration/Managment

Drexel University - College of Business and Administration   1962 — 1966
B.S., Accounting

Bruce Nguyen Bruce Nguyen Bentonville, Arkansas Details
Bruce Nguyen's American Express Financial Advisors Experience August 1996 - May 1997
Job Senior Manager, Global Business Development at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company  August 2008 - Present
Walmart  May 1997 - June 2008
American Express Financial Advisors   August 1996 - May 1997
Bank of America  August 1995 - August 1996
Publix  August 1993 - August 1995

Skills
Strategic Planning, Merchandising, Retail, Budgeting, Procurement, P&L Management, Business Planning, Negotiation, Planning, Marketing Strategy, Team Management, Cross-functional Team..., Forecasting, Supply Chain, P&L, Product Development, Financial Analysis, Business Strategy, Vendor Management, Change Management, Customer Relations, Process Improvement, Operations Management, Team Building, Market Analysis, Market Research, Competitive Analysis, Business Acumen, Cost Reduction, Team Leadership, Strategy Development, Portfolio Management, Budget Management, Market Planning, Vendor Relations, Strategic Thinking, Contract Negotiations, Contract Negotiation, Business Analysis, Analytics, Key Account Management, Global Business..., Global Joint Business..., Walmart and Walmart..., Portfolio Optimization, International M&A and..., Sustainability and..., International Category..., Strategy

Education
University of San Diego   2013 — 2015
Master of Science (MS), Global Business Administration and Leadership, 3.74

University of San Diego   2014 — 2014
Graduate Certificate in Global Project Management, Global Business Administration and Leadership

Florida State University   1989 — 1994
Bachelor of Science (B.S.), International Finance

Florida State University   1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General

Philip Wenk Philip Wenk Charlotte, North Carolina Area Details
Philip Wenk's American Express Financial Advisors Experience 1991 - 1991
Job Staff Accountant
Industry Accounting
Experience
Sysco  February 2010 - July 2013
Ingersoll Rand  November 2001 - September 2009
First Union Mortgage Corporation  1997 - 2000
The Fresh Market  1995 - 1997
Taco Bell  1992 - 1995
American Express Financial Advisors   1991 - 1991
Citigroup  1981 - 1989

Skills
Accounting, Account Reconciliation, Journal Entries, Payroll, Financial Analysis, Financial Reporting, Payment Card Processing, Accruals, Cost Accounting, Accounts Payable, Management, Invoicing, Customer Service, Training, Forecasting, Budgets, Employee Benefits, Sarbanes-Oxley, Sales

Education
Fairfield University   1976 — 1980
Bachelors of science, Management

Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Greater New York City Area Details
Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®'s American Express Financial Advisors Experience November 1999 - May 2001
Job Affluent Wealth Advisor Vice President (Conway Wealth Group, LLC) at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc.   September 2007 - Present
AMG National Trust Bank  September 2005 - August 2007
PNC Wealth Management  June 2001 - August 2005
American Express Financial Advisors   November 1999 - May 2001

Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds

Education
University of Pennsylvania   2006 — 2006
Investment Management

Fairleigh Dickinson University   2001 — 2004
MBA, Finance

Roger Williams University   1995 — 1999
BS, Marketing

Scot Whaley Scot Whaley Dallas/Fort Worth Area Details
Scot Whaley's American Express Financial Advisors Experience 1998 - 1999
Job President at Head First PCAT
Industry Biotechnology
Experience
Head First P-CAT   August 2012 - Present
Northrop Grumman IT  2005 - 2007
CSC  2001 - 2006
American Express Financial Advisors   1998 - 1999

Skills
Pricing, Proposal Writing, Analysis, Forecasting, Budgets, Government Contracting, Business Strategy, Program Management, Strategic Planning, Management Consulting, Project Planning, FAR, Cost Benefit, Deltek, Contract Negotiation, Integration, Marketing Strategy, Change Management

Education
Howard University   1986 — 1987
Public Affairs

Duquesne University   1980 — 1984
BS, Accounting

Burrell Senior High School   1978 — 1980

David Reddersen David Reddersen Youngstown, Ohio Area Details
David Reddersen's American Express Financial Advisors Experience April 2001 - February 2002
Job Operations Manager at Windows "R" Us
Industry Construction
Experience
Farmer's Insurance  November 2009 - Present
Windows "R" Us   January 2009 - Present
First Merit Investment Services   November 2006 - January 2009
Chase Investment Services Corp.  July 2005 - November 2006
Prudential Financial  February 2002 - July 2006
The GrapeVine Network Ltd.   January 1996 - April 2002
American Express Financial Advisors   April 2001 - February 2002
Delphi Packard Electric Systems  March 1994 - December 1999

Education
Financial   2001 — 2008
Licensing and Credentials, Financial

Embry-Riddle Aeronautical University   1989 — 1993
B.S., Aeronautical Science

Eric Asbell Eric Asbell Macon, Georgia Area Details
Eric Asbell's American Express Financial Advisors Experience July 1987 - June 1995
Job Owner at Black Creek Plantation
Industry Hospitality
Experience
Black Creek Plantation   January 2002 - Present
Macon Telegraph  January 1995 - January 2001
American Express Financial Advisors   July 1987 - June 1995

Skills
Hunting, Strategic Planning, Marketing Strategy, Time Management, Social Media, Fishing, Sales, Budgets, Marketing, Business Planning, Advertising, Management, Social Media Marketing

Education
Georgia College and State University   1987 — 1989
BBA, Economics

Eric S. Asbell
BS, Economics

Jeffrey Dyrhaug, Certified Aviation Manager Jeffrey Dyrhaug, Certified Aviation Manager Greater Minneapolis-St. Paul Area Details
Jeffrey Dyrhaug, Certified Aviation Manager's American Express Financial Advisors Experience October 1993 - May 1995
Job Managing Director of Aviation at Duke Energy Corporation
Industry Aviation & Aerospace
Experience
Duke Energy Corporation  September 2014 - Present
Churchill Equity   May 2007 - Present
US Air Force Reserve and Active Duty   May 1986 - March 2010
Northwest Airlines  July 1996 - May 2007
UPS  May 1995 - June 1996
American Express Financial Advisors   October 1993 - May 1995

Skills
Safety Management..., Aviation, Aircraft, Flights, Flight Safety, Piloting, Airlines, Command, Flight Training, Air Force, Training, Quality Assurance, Commercial Aviation, Aircraft Maintenance

Education
Embry-Riddle Aeronautical University   1988 — 1990
Masters Degree in Aeronautical Studies, Flight Operations

University of Minnesota-Twin Cities   1982 — 1986
B.A.S., General Education

John Jake Akoury, CFP(R) John Jake Akoury, CFP(R) Greater Boston Area Details
John Jake Akoury, CFP(R)'s American Express Financial Advisors Experience 2002 - 2005
Job CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
The Bulfinch Group  April 2005 - Present
Boston University  September 2014 - Present
American Express Financial Advisors   2002 - 2005
Stryker  2000 - 2002

Skills
Estate Planning, Retirement, Strategy, Small Business, Wealth Accumulation, Management, Budgets, Finance, Investments, Strategic Financial..., Strategic Planning, Risk Management, Asset Managment, Insurance, Financial Analysis, Personal Finance, Leadership, New Business Development, Life Insurance, Sales, Financial Services, Project Planning, Retirement Planning

Education
Fordham Gabelli School of Business   2001 — 2002
MBA, Finance & Accounting / Taxation

University of Maine   1986 — 1990
BA, Political Science

Darren Burrell Darren Burrell Greater Philadelphia Area Details
Darren Burrell's American Express Financial Advisors Experience June 2004 - August 2004
Job Director of Product Management at CT, a Wolters Kluwer company
Industry Marketing and Advertising
Experience
Wolters Kluwer  July 2013 - Present
Wolters Kluwer  November 2012 - July 2013
Wolters Kluwer  January 2012 - November 2012
Unlimited Staffing Solutions, Inc.   May 2007 - December 2011
D&B  September 2006 - May 2007
D&B  August 2005 - October 2006
American Express Financial Advisors   June 2004 - August 2004
Digitas  November 2002 - August 2003
Digitas  February 2001 - November 2002
Investors Bank & Trust  2000 - 2001

Skills
Strategy, Product Marketing, Customer Analysis, Cross-functional Team..., Marketing Strategy, Product Launch, Project Management, CRM, Pricing, Business Intelligence, Business Strategy, Leadership, B2B, Integrated Marketing, Program Management, Start-ups, Marketing, Strategic Planning, Marketing Communications, Management, Product Management, Competitive Analysis

Education
Duke University - The Fuqua School of Business   2003 — 2005
MBA, General Management, Marketing

Elmira College   1996 — 2000
BS, Management, International Business

adam mcbride adam mcbride Greater New York City Area Details
adam mcbride's American Express Financial Advisors Experience April 2000 - February 2001
Job Freelance UI/UX, Web, and Graphic Designer
Industry Design
Experience
adam mcbride designs   January 2001 - Present
Apple Retail  January 2008 - February 2009
MyKnobs.com   June 2007 - September 2007
MG Studios  June 2006 - September 2006
Innovative Marine Technologies, Inc.   October 2005 - December 2005
DRC Net Services   February 2001 - September 2001
American Express Financial Advisors   April 2000 - February 2001
Convergys  October 1998 - April 1999

Skills
Graphic Design, Digital Media, OS X, Photoshop, Animation, Mac, Photography, HTML 5, Advertising, Image Manipulation, Adobe Creative Suite, Social Networking, iWork, Microsoft Office, CSS, CSS3, Ubuntu, Final Cut Studio, Information Architecture, User Experience, User Interface Design, UI/UX For Touch, OmniGraffle

Education
Parsons School of Design   2012 — 2017
Design & Technology

Full Sail University   2004 — 2005
AA, Digital Media Assembly

Rochester Institute of Technology   1997 — 1999
Computer Science, Software Engineering, Information Technology

Phaedra Xanthos, CPA/CFE Phaedra Xanthos, CPA/CFE Asheville, North Carolina Details
Phaedra Xanthos, CPA/CFE's American Express Financial Advisors Experience 2001 - 2003
Job Forensic Accountant / Expert Witness
Industry Accounting
Experience
Asheville Forensic Accounting   January 2015 - Present
Marcum LLP  December 2010 - January 2014
Freelance Projects  2009 - 2011
Berenfeld, Spritzer, Shechter & Sheer   2007 - 2009
Alvarez & Marsal  2005 - 2007
Covers Credit   January 2004 - December 2005
The Triton Newspaper   2004 - 2005
Investors Capital  2003 - 2005
American Express Financial Advisors   2001 - 2003

Skills
Forensic Accounting, Fraud, Litigation Support, Litigation, Commercial Litigation, Criminal Law, Bankruptcy, Certified Fraud Examiner, Dispute Resolution, Expert Witness, CPA, Forensic Analysis, Accounting, Due Diligence, Business Valuation, White Collar Criminal..., Financial Analysis, Management, Finance

Education
Florida Atlantic University   2004 — 2006
Masters, Forensic Accounting

Florida Atlantic University
Bachelors, Mathematics

Beau Barnett Beau Barnett Washington D.C. Metro Area Details
Beau Barnett's American Express Financial Advisors Experience July 2002 - November 2003
Job VicePresident, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  August 2015 - Present
Loring Ward  August 2011 - August 2015
Lockwood Advisors, Inc.   January 2009 - July 2011
Lockwood Capital Management   January 2009 - December 2009
Lockwood Advisors, Inc.   January 2007 - December 2008
Lockwood Advisors, Inc.   January 2005 - December 2006
Lockwood Advisors, Inc.   November 2003 - December 2004
American Express Financial Advisors   July 2002 - November 2003

Education
Drexel University - LeBow College of Business   2006 — 2008
MBA, Business, Finance

University of Delaware   1997 — 2002
B.A., English and Economics

Tiffany L. Hollinger Tiffany L. Hollinger Cleveland, Ohio Details
Tiffany L. Hollinger's American Express Financial Advisors Experience 2000 - 2001
Job Ask TiffanyH
Industry Executive Office
Experience
Ask TiffanyH   March 2015 - Present
American Heart Association American Stroke Association  April 2013 - February 2015
HOLLINGER Financial   January 2006 - April 2013
The White House Project  2010 - 2010
SunTrust Investment Services  March 2003 - January 2006
M&T Bank  June 2001 - March 2003
American Express Financial Advisors   2000 - 2001
KeyBank  1998 - 2000
Huntington National Bank  1995 - 1997

Skills
Investments, Retirement Planning, Retirement, Fundraising, Strategy, Small Business, Strategic Financial..., Finance, Program Management, Team Building, Business Planning, Estate Planning, Fixed Annuities, Event Planning, Banking, Financial Planning, Asset Allocation, Asset Management, Credit, Investment Advisory, Loans, Mutual Funds, Annuities, Fundra, Nonprofits, Non-profit Leadership, Non-profit Board..., Public Speaking, Strategic Planning

Education
Ursuline College
Master of Business Administration (MBA)

Georgetown University   2004 — 2004
Certificate of Financial Planning

The Ohio State University
BS, Economics

Shaker Heights High School

R. Adrian Dunuwila, Ph.D. R. Adrian Dunuwila, Ph.D. Fayetteville, New York Details
R. Adrian Dunuwila, Ph.D.'s American Express Financial Advisors Experience August 1983 - December 1992
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Dunuwila Wealth Management   January 1983 - Present
Lincoln Investment  January 2003 - Present
Cadaret, Grant & Co., Inc.   January 1993 - December 2002
American Express Financial Advisors   August 1983 - December 1992
Niagara University  August 1979 - May 1983
Duluth Cathedral High School   September 1970 - June 1973

Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management

Education
Fordham University Graduate School of Arts and Sciences   1977 — 1978
Ph.D.

St. John's University, Collegeville, MN   1972 — 1973
Master of Arts (M.A.)

National Divinity College, Sri Lanka   1960 — 1968
Undergraduate Studies

Lynne DeCol Lynne DeCol Park City, Utah Details
Lynne DeCol's American Express Financial Advisors Experience 1998 - 2006
Job Owner, Silver Mountain Market, Executive Director Silver Mountain Group
Industry Hospitality
Experience
Silver Mountain Group   October 2013 - Present
Silver Mountain Market   2001 - Present
American Express  June 1994 - April 2015
American Express Financial Advisors   1998 - 2006
American Express  June 1994 - March 1996
WorldTEK Event and Travel Management   September 1991 - June 1994

Skills
Banking, Business Analysis, Team Management, Credit Cards, Financial Services, Call Centers, Relationship Management, Risk Management, Team Leadership, Credit, Portfolio Management, Vendor Management, Credit Risk, Financial Risk, Retail Banking, Leadership, Management, Payments, Process Improvement, Finance, Change Management, Analysis, Loans, Performance Management, Interviews, Executive Management, Business Development, CRM, Communication, Financial Analysis, Insurance, Credit Analysis, Business Strategy, Stakeholder Management, Microsoft Office, Strategic Planning, Customer Service, Financial Planning, MIS, Negotiation, Business Planning, Teamwork, Customer Retention, Project Planning, Program Management, Financial Modeling, Outsourcing, Time Management, Event Management, Investment Banking

Education
Elizabethtown College
Sociology

Patrick Horrigan, CFA, CAIA Patrick Horrigan, CFA, CAIA New York, New York Details
Patrick Horrigan, CFA, CAIA's American Express Financial Advisors Experience February 2003 - August 2004
Job Financial Risk Management at APG
Industry Financial Services
Experience
APG Asset Management  July 2011 - Present
APG Asset Management  November 2010 - July 2011
J.P. Morgan   August 2006 - May 2010
SMITH BARNEY, CITIGROUP  January 2005 - August 2006
Ernst & Young  October 2004 - January 2005
American Express Financial Advisors   February 2003 - August 2004

Skills
Writing, Alternative Investments, Fixed Income, Hedge Funds, Equities, Risk Management, Financial Risk, Finance, Prime Brokerage, Asset Management, Bloomberg, Derivatives, Portfolio Management, Securities Lending, Investments, Capital Markets

Education
Fairfield University, Dolan School of Business   1998 — 2003
Bachelor of Science, Business Marketing

Fairfield University   1998 — 2002

Aaron St. Germain, CFP® Aaron St. Germain, CFP® Miami/Fort Lauderdale Area Details
Aaron St. Germain, CFP®'s American Express Financial Advisors Experience December 1999 - December 2001
Job Founder/Vice President at SAM Phinancial
Industry Financial Services
Experience
SAM Phinancial   January 2015 - Present
TD Ameritrade  September 2010 - December 2014
Charles Schwab  December 2001 - August 2010
American Express Financial Advisors   December 1999 - December 2001

Education
Florida State University   1993 — 1997

Cory Donehew Cory Donehew Tampa, Florida Details
Cory Donehew's American Express Financial Advisors Experience June 2004 - December 2004
Job
Industry Banking
Experience
Synovus  November 2006 - Present
First Commercial Bank of Tampa Bay  July 2006 - November 2006
Colonial Bank  October 2005 - July 2006
Colonial Bank  February 2005 - October 2005
Colonial Bank  April 2004 - January 2005
American Express Financial Advisors   June 2004 - December 2004
Bank of America  May 2002 - March 2004

Education
University of Central Florida
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.65/4.0

Florida Gulf Coast University
Bachelor’s Degree, Finance, 3.60/4.0

Andy Pezzino, GMS & GMS-T Andy Pezzino, GMS & GMS-T Arlington, Virginia Details
Andy Pezzino, GMS & GMS-T's American Express Financial Advisors Experience May 2004 - October 2004
Job Manager, Executive Compensation and Global Mobility at The AES Corporation
Industry Utilities
Experience
The AES Corporation  June 2015 - Present
AES  February 2014 - June 2015
Cartus  March 2013 - February 2014
Cartus  July 2010 - March 2013
CARTUS  May 2007 - July 2010
CARTUS  May 2005 - June 2007
American Express Financial Advisors   May 2004 - October 2004

Skills
Account Management, Customer Relations, Budgeting, Relocation, Problem Solving, Budgets, Customer Service, Business Development, Leadership, Management, Project Management, Forecasting, Analysis, Expatriate Management, Process Improvement, Strategic Planning, Corporate Relocation, Business Strategy, Business Analysis, Data Analysis, Financial Analysis, Global Mobility, Negotiation, New Business Development, Human Resources, Six Sigma, Contract Negotiation, Vendor Management, Finance, Program Management, CRM, Logistics, Performance Management, Outsourcing, Business Process..., Payroll, Operations Management, Strategy, Executive Management, Change Management, Relationship Management, Pricing, Management Consulting, Training, SAP

Education
Universitat Ramon Llull   2009 — 2009
MBA Study Abroad, Doing Business in the European Union

Fairfield University   2006 — 2009
MBA, International Business

University of Connecticut   2000 — 2004
BS, Finance

Joe Marzano - CEO Martius Group, LLC Joe Marzano - CEO Martius Group, LLC Greater Philadelphia Area Details
Joe Marzano - CEO Martius Group, LLC's American Express Financial Advisors Experience 1995 - 1997
Job Strategic solutions and leadership for business change, engagement and performance management
Industry Management Consulting
Experience
Martius Group, LLC   June 2013 - Present
The Cooking Commons ®   July 2013 - Present
University of Phoenix  June 2010 - May 2013
The Leadership Center   2008 - 2010
Art Institutes and International Culinary School   2004 - 2008
Interlink Management Consulting   2002 - 2004
Plantscape, Inc. Pittsburgh, PA   2000 - 2001
Air & Waste Management Association  1998 - 2000
Scrip Plus Inc.   1997 - 1998
American Express Financial Advisors   1995 - 1997

Skills
Leadership Development, Leadership, Strategic Planning, Strategy, Public Speaking, Executive Coaching, Team Building, Management, Management Consulting, Nonprofits, Marketing, Higher Education, Coaching, Adult Education, Start-ups, Interviews, Business Strategy, Sales, Marketing Strategy, Workshop Facilitation, Executive Management, Organizational..., Event Management, Change Management, Program Management, Small Business, Educational Leadership, Marketing Communications

Education
Ithaca College
BS

American Express

Duquesne University
Nonprofit Leadership Institute Certificate

Penn State University
Continuing Education Certificate

University of Denver
Financial Management Certificate

Parkland High School

James Joseph James Joseph Jupiter, Florida Details
James Joseph's American Express Financial Advisors Experience 2004 - 2007
Job The Worthland Group
Industry Real Estate
Experience
The Loaves Studio   October 2011 - Present
South Florida Top Professionals   September 2007 - Present
Morgan Stanley Investment Management  September 2008 - January 2013
Bank of America  2007 - 2008
American Express Financial Advisors   2004 - 2007
Citi  1998 - 2003

Skills
Non-profits, Strategic Financial..., Financial Services, Strategic Planning, Finance, Portfolio Management, Investments, Strategy, Business Analysis, Wealth Management, Project Planning, Business Strategy, Business Development, Start-ups, Financial Planning, Nonprofits, Social Media Marketing, Customer Service, Event Planning, Social Media, Management, Marketing, Leadership, Microsoft Office

Education
Florida Atlantic University   2009 — 2012
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies

Palm Beach State College   2012 — 2014
Associate's Degree, Motion Picture Production

College for Financial Planning

Megan Elizabeth Reeves Megan Elizabeth Reeves Roseville, California Details
Megan Elizabeth Reeves's American Express Financial Advisors Experience July 1996 - January 1999
Job Mortgage Consultant with Paramount Equity Mortgage
Industry Financial Services
Experience
Paramount Equity Mortgage  September 2013 - Present
Reeves Construction, Inc.   January 2006 - Present
JPMorgan Chase  August 2011 - September 2013
Mechanics Bank  April 2004 - January 2008
Metalink  October 2000 - April 2004
Apple  April 1999 - September 2000
American Express Financial Advisors   July 1996 - January 1999

Skills
Mortgage Lending, Sales, Business Development, Marketing, Leadership, Management, Strategy, Conventional Financing, FHA Financing, VA Loans, Jumbos, Strategic Planning, Customer Service, First Time Home Buyers, Investment Properties, Real Estate, Sales Management, Mortgage Banking, Team Building

Education
Golden Gate University
Master of Business Administration (M.B.A.)

The University of Texas at Dallas
BS, Business Administration/Finance concentration

Gerald Wilkie Gerald Wilkie Greensboro/Winston-Salem, North Carolina Area Details
Gerald Wilkie's American Express Financial Advisors Experience February 2002 - February 2003
Job Bitcoin the most innovative technology since the dawn of the internet!!
Industry Computer & Network Security
Experience
Bitcoin Shops Inc   January 2015 - Present
Best Buy  February 2010 - February 2015
Best Buy  January 2005 - February 2010
Staples  February 2003 - December 2004
American Express Financial Advisors   February 2002 - February 2003
Best Buy  September 1999 - May 2001
Best Buy  March 1999 - September 1999
Best Buy  December 1997 - March 1999

Skills
Merchandising, Retail Management, Retail, Store Management, Inventory Management, Leadership Development, NSO (New Store Openings), Accounting, P&L Management, Profit, Loss Prevention, Income Statement, Visual Merchandising, Big Box, Store Operations, Inventory Control, Team Building, Customer Service, Forecasting, Driving Results, Retail Sales, Planograms, Multi-channel Retail, Sales, New Store Openings, People Development, Microsoft Excel, Associate Development, Microsoft Word, Outlook, Multi-unit, Customer Experience, Leadership, Shrinkage, Customer Satisfaction, Microsoft Office, Employee Training, Time Management, Management, CPFR, Hiring, P&L, Multi-Unit

Education
High Point University   2002 — 2004
Finance and Economics

Forsyth Technical Community College   1995 — 1997

Laurel M Whitney Laurel M Whitney Phoenix, Arizona Area Details
Laurel M Whitney's American Express Financial Advisors Experience 2004 - 2005
Job Financial Planner & Consultant
Industry Financial Services
Experience
L M Whitney & Associates   July 2006 - Present
Ziegler Wealth Management  2005 - 2006
American Express Financial Advisors   2004 - 2005
Gentiae Clinical Research  2000 - 2004
Whitney Roberts Travel of San Francisco   1996 - 2000
Western College of Travel   1994 - 1996
Imported Creations   1969 - 1994
Department of State & Defense   1967 - 1969
Peace Corps  1964 - 1966

Skills
Small Business, Leadership, Strategic Planning, Cultural Sensitivity, Cosmopolitan, Insurance, Negotiation, Finance, Project Management, Process Improvement, Public Speaking, Innovation, Budgets, Financial Analysis, Investments, Creative, Innovative Thinker, Patient

Education
University of Chile   1970 — 1971
post grad, Political Science and International Relations

Drury University
B.A., Sociology, Psychology

Duke University
Psychology

Minnetonka High School

Philip J. Hegg Philip J. Hegg Benton Harbor, Michigan Area Details
Philip J. Hegg's American Express Financial Advisors Experience January 1994 - February 1996
Job Owner & Executive Recruiter
Industry Automotive
Experience
Lakeshore Region of USAV   August 2008 - Present
Hegg Executive Solutions   July 2001 - Present
American Express Financial Advisors   January 1994 - February 1996
Imperial Printing Company   1993 - 1994

Skills
Manufacturing, Sales, Supervision, Supply Chain, Accounting, Purchasing, Engineering, Finance, Recruiting, Sales Management, Strategic Planning, Cross-functional Team..., Leadership, Process Improvement, Lean Manufacturing, Six Sigma, Training, Budgets, New Business Development, Employee Relations, Negotiation, Team Building, Operations Management, Management, Organizational..., Customer Service, Time Management, Business Development

Education
Ferris State University   1988 — 1993
Bachelor of Science, Printing Management

Ferris State University   1988 — 1993
BS, Managment

Ferris State University   1988 — 1993

Lindsey Jaeger, Esq., S.S.B.B. Lindsey Jaeger, Esq., S.S.B.B. Cincinnati Area Details
Lindsey Jaeger, Esq., S.S.B.B.'s American Express Financial Advisors Experience May 2000 - October 2000
Job Patent Attorney | Visual Artist
Industry Law Practice
Experience
AUST IP LAW   January 2013 - Present
Lindsey Jaeger   May 1995 - Present
NKU Chase College of Law  August 2014 - September 2015
NKU Chase College of Law  January 2012 - August 2014
Beckfield College  January 2012 - October 2012
CincyIP   March 2009 - February 2012
Wolfe, LPA   November 2007 - December 2011
University of Kentucky  July 2001 - January 2005
American Express Financial Advisors   May 2000 - October 2000

Education
Northern Kentucky University—Salmon P. Chase College of Law
J.D.

University of Oxford

Georgetown College
B.A.

Larry A. Ryle High School

Steven Videla Steven Videla Miami/Fort Lauderdale Area Details
Steven Videla's American Express Financial Advisors Experience August 2002 - March 2003
Job Trading | Asset Management | Branding | Online Marketing | Social Media
Industry Financial Services
Experience
Intersecurities International   October 2014 - Present
Murex Capital LLC   September 2012 - September 2014
Avila Capital Markets, Inc.   January 2009 - September 2012
Pali Capital  January 2005 - December 2008
Merrill Lynch  March 2003 - April 2005
American Express Financial Advisors   August 2002 - March 2003

Skills
Account Management, Hispanic Market, Social Media Marketing, Marketing Management, Brand Awareness, Project Management, Fixed Income, Marketing Strategy, Emerging Markets, Trading, Marketing, Finance, Hedge Funds, Equities, Options, Bloomberg, Capital Markets, Securities, Structured Products, Derivatives, Financial Analysis, Bonds, Alternative Investments, Investment Banking, Investments, Financial Markets, Asset Managment, Series 7, Series 63, Portfolio Management, Asset Management, Wealth Management, Proprietary Trading, Strategy

Education
Fordham University - Graduate School of Business Administration   2008 — 2012
MBA, Marketing

New York University - Leonard N. Stern School of Business   1998 — 2002
BS, Finance

Mara Chomsky Mara Chomsky Greater New York City Area Details
Mara Chomsky's American Express Financial Advisors Experience 2003 - 2005
Job Global Community Management Lead at Google
Industry Management Consulting
Experience
Google  February 2014 - Present
American Express  April 2013 - February 2014
American Express  June 2012 - April 2013
American Express  September 2010 - June 2012
American Express  October 2009 - October 2010
American Express  March 2008 - February 2010
Progressive Nursing Staffers  June 2005 - August 2006
Pratt and Whitney Rocketdyne  2006 - 2006
Ameriprise Financial  2003 - 2005
American Express Financial Advisors   2003 - 2005

Skills
Web Development, Strategy, Strategic Planning, Business Analysis, Technology, Process Improvement, Analytics, Product Development, Content Strategy, Product Management

Education
Fordham Gabelli School of Business   2006 — 2008
MBA, Management Systems

Franklin & Marshall College   1999 — 2003
bachelors, biology

Indian Hills High School

Elizabeth Ernst Elizabeth Ernst Greater St. Louis Area Details
Elizabeth Ernst's American Express Financial Advisors Experience December 1999 - July 2000
Job Volunteer, Community Investment Committee at United Way of Greater St. Louis
Industry Financial Services
Experience
United Way Of Greater St Louis  November 2000 - Present
A.G. Edwards & Sons, Inc.   February 2003 - August 2005
A.G. Edwards & Sons, Inc.   July 2000 - February 2003
American Express Financial Advisors   December 1999 - July 2000

Skills
Non-profits, Nonprofits, Marketing, Management, Proposal Writing, Community Outreach, Leadership, Strategic Planning

Education
Fontbonne University   2001 — 2003
Master of Business Administration, Business

Seton Hall University
BA, East Asian Studies, Chinese Language

Daniela Pittolo Daniela Pittolo Alpharetta, Georgia Details
Daniela Pittolo's American Express Financial Advisors Experience February 2000 - October 2000
Job ***
Industry Retail
Experience
WoodCrafters  October 2014 - Present
The Home Depot  December 2010 - September 2014
Marshall Associates  February 2010 - August 2010
The Home Depot  April 2008 - January 2010
The Home Depot  June 2006 - April 2008
The Home Depot  February 2003 - April 2006
The Home Depot  September 2002 - February 2003
TSYS  January 2001 - January 2002
MMS s   December 2000 - July 2001
American Express Financial Advisors   February 2000 - October 2000

Skills
Supply Chain, Temporary Placement, Budgets, Business Development, Cross-functional Team..., Customer Service, Inventory Management, Program Management, Strategic Planning, Retail, Sales, Project Planning, Management, Training, Inventory Control, Performance Management, Project Management, Sourcing, Recruiting, Teamwork, Merchandising, Leadership, Purchasing, Vendor Management, Visual Merchandising, Pricing, Administrative..., Procurement, Logistics, Forecasting, Onboarding, Process Improvement, Team Building

Education
Florida State University   1996 — 1998
Psychology

Florida State University
Bachelor of Science, Psychology

Florida State University
Associate of Science, Sociology

Geoffrey Ottens Geoffrey Ottens Mount Joy, Pennsylvania Details
Geoffrey Ottens's American Express Financial Advisors Experience April 1999 - December 2001
Job Imaginative, creative, experienced professional striving to realize his unlimited potential.
Industry Philanthropy
Experience
Thrivent Financial  March 2013 - March 2015
Thrivent Financial  2013 - 2014
Sofa Selections   April 2005 - July 2011
Commonwealth of Pennsylvania - Department of Community & Economic Development (DCED)   June 2003 - February 2004
HersheyDirect (HersheysGifts.com) - A Division Of The Hershey Company   October 2002 - January 2004
American Express Financial Advisors   April 1999 - December 2001
Monumental Life Insurance Company - An AEGON Company   October 1998 - February 1999
AEGON AmericasMonumental Life Insurance Company - An AEGON Company   November 1996 - October 1998
Monumental Life Insurance Company - An AEGON Company   June 1996 - November 1996
Monumental Life Insurance Company - An AEGON Company   February 1996 - June 1996

Skills
Public Relations, Human Resources, Recruiting, Training, Sales, Sales Management, Public Speaking, Seminar Marketing, Advertising, Writing, PowerPoint, Life Insurance, Long Term Care Insurance, Disability Income..., Personal Financial..., Saving for Education, Retirement Savings, Retirement Strategies, Estate Strategies, Charitable Gift..., Planned Giving, Fixed Annuities, Small Business..., Business Continuity..., Key Person Insurance, Term Life Insurance, Whole Life Insurance, Variable Life Insurance, Variable Annuities, Annuity Sales, Retail, Merchandising, Purchasing, Computer Graphics, Website Development, Web Design, Microsoft Excel, Editing, Teaching, Salesforce Training, Lead Generation, Market Research

Education
Franklin & Marshall College   1984 — 1991
BA, Major: Government / Minor: English

Martin Henderson Martin Henderson Greater Atlanta Area Details
Martin Henderson's American Express Financial Advisors Experience 2002 - 2002
Job Sales Executive Identity and Access Governance
Industry Information Technology and Services
Experience
NetIQ (Part of Micro Focus)   November 2011 - Present
IBM  2010 - November 2011
IBM  2007 - 2011
IBM  2002 - 2007
American Express Financial Advisors   2002 - 2002

Skills
Sales Management, International Sales, Direct Sales, Coaching, Enterprise Software, Identity Management, Intrusion Detection, IPS, Disaster Recovery, Professional Services, Network Security, Cloud Computing, Account Management, Solution Selling, Demand Generation, Sales Operations, SaaS, Software Industry, Channel Partners, Strategy, Sales Enablement, Business Development, Security, Cross-functional Team..., Partner Management, Active Directory, Access Management, Data Migration, SIEM, Cyber-security, Software Solution Sales, Management, Selling, Leadership, Sales, Business Alliances, New Business Development, Consulting, Siteminder, Pre-sales, Go-to-market Strategy, CRM

Education
East Carolina University - College of Business   1996 — 2002
MBA and BSBA

Wake Forest Rolesville

Anthony LaFerrara Anthony LaFerrara Rockaway, New Jersey Details
Anthony LaFerrara's American Express Financial Advisors Experience 2006 - 2007
Job Consultant
Industry Financial Services
Experience
Gain Capital Group  November 2007 - June 2015
Forex.com GAIN Capital Group   October 2008 - April 2011
Forex.com GAIN Capital Group   November 2007 - October 2008
Ameriprise Financial  October 2006 - May 2007
American Express Financial Advisors   2006 - 2007

Skills
Series 7, series 66, series 3, series 34, Investments, Financial Services, Securities, Equities, Canadian FLC, Canadian NEC, Forex, Leadership Development, Change Management, FINRA, Finance, FX Options, Financial Markets, Foreign Exchange, Electronic Trading, Trading, Management, Training, Uniform Combined State..., Salesforce.com, Analysis, FX Trading

Education
NeuroLeadership Institute   2011 — 2012

Farleigh Dickinson University, Florham Park
B.A, Hospitality Management

Fairleigh Dickinson University
Bachelor's degree, Hospitality Administration/Management

Lance Balding Lance Balding Miami, Florida Details
Lance Balding's American Express Financial Advisors Experience 1996 - 1999
Job Versatile leader with history of improving profits, brand image, and client loyalty.
Industry Education Management
Experience
University of Miami  2015 - Present
University of Miami  2014 - 2015
Girl Scout Council of Tropical Florida, Inc.   2011 - 2014
Heartland Payment Systems  2009 - 2011
GT Financial  2003 - 2009
Prudential Financial  1999 - 2002
American Express Financial Advisors   1996 - 1999

Skills
Fundraising, Public Relations, Leadership, Marketing, Management, Nonprofits, Public Speaking, Social Media, Event Planning, Program Management, Research, Marketing Communications, Sales, Strategy, Strategic Planning, Event Management, Project Planning, Social Media Marketing, Staff Development, Marketing Strategy, Leadership Development, New Business Development, Social Networking, Corporate Communications, Advertising, Team Building, Budgets, Media Relations, Volunteer Management, Change Management, Creative Direction, Customer Service, Human Resources, Editing, Time Management, Executive Leadership, Presentations, Training & Development, Financial Management, Budgeting, Acting, Adobe Creative Suite, Web Design

Education
Florida International University - College of Business
The High Potential Leader - Executive Leadership Development Program

Oklahoma City University   1993 — 1995
Bachelor of Science with Honors, Business Administration

Hutchinson Community College   1991 — 1993
Associate of Arts with Honors, Business Administration

Barnard Ingram Barnard Ingram Dallas/Fort Worth Area Details
Barnard Ingram's American Express Financial Advisors Experience 1996 - 2001
Job Experts in Consulting CPAs and Financial Advisors in Wealth Management, 1st Global
Industry Financial Services
Experience
1st Global  February 2015 - Present
1st Global  October 2011 - Present
1st Global  July 2011 - October 2011
1st Global  December 2010 - April 2011
Spectrum Financial Group/MassMutual   November 2007 - December 2010
1st Global  2001 - 2006
American Express Financial Advisors   1996 - 2001
American Express Financial Advisors   1996 - 2001
US Navy  August 1990 - November 1996

Skills
Strategic Financial..., Series 7, Retirement Planning, Department Budgeting, Wealth Management, Business Development, Business Planning, Estate Planning, Insurance, Training, Project Planning, Management, Financial Planners, Strategy, Finance, Retirement, Recruiting, Analysis, Budgets, Risk Management, Series 63, Investments, Sales, Consulting, Financial Advisory, Mutual Funds

Education
Florida Agricultural and Mechanical University   1988 — 1990
Bachelor of Science (B.S.), Civil Engineering Technology/Technician

Faith Chou Faith Chou Seattle, Washington Details
Faith Chou's American Express Financial Advisors Experience March 2004 - July 2005
Job Freelance Visual Mixed Media Designer
Industry Design
Experience
Butch Blum  April 2014 - Present
BrandEvolve   July 2007 - October 2014
PINK by Victoria's Secret  May 2012 - August 2013
Gap Inc./Banana Republic   November 2011 - May 2012
National Planning Corporation (NPC)   June 2010 - May 2012
Burgopak   May 2008 - November 2008
US Cellular  April 2007 - November 2007
Frame of Style   January 2006 - January 2007
American Express Financial Advisors   March 2004 - July 2005

Skills
Knowledge of Visual..., Space Planning, Hand Rendering and..., Computer Rendering, Adobe Photoshop CS5, Adobe Illustrator CS5, Adobe Professional, Analyze and Forecast..., Project Management, Apparel, Photoshop, Marketing Strategy, Illustrator, Mentoring, Space planning, Packaging, Retail, Management, Merchandising, Fashion, Leadership, Visual Merchandising, Customer Service, Marketing, Social Media

Education
Fashion Institute of Design & Merchandising   2010 — 2011
Professional Designation, Visual Communications

University of Maryland - Robert H. Smith School of Business   1999 — 2003
Bachelor of Science (BS), Marketing

Scott Esco, CRPC® Scott Esco, CRPC® San Francisco Bay Area Details
Scott Esco, CRPC®'s American Express Financial Advisors Experience June 2002 - October 2004
Job Private Wealth Advisor, Managing Director, Esco, Hanan, and Associates, a private wealth advisory practice of Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
Esco, Hanan, and Associates   January 2010 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
American Express Financial Advisors   June 2002 - October 2004

Education
Golden Gate University   1995 — 1996
Finance

The Culinary Institute of America   1992 — 1994
Culinary Arts

University of Minnesota-Twin Cities   1990 — 1992
International Relations

DeSean Davis, CPA, CGFM, CGMA, MBA DeSean Davis, CPA, CGFM, CGMA, MBA Washington D.C. Metro Area Details
DeSean Davis, CPA, CGFM, CGMA, MBA's American Express Financial Advisors Experience August 2001 - July 2002
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG  September 2013 - Present
JP Associates, Inc.   July 2011 - September 2013
L-3 Communications  May 2011 - July 2011
Computer Science Corporation  May 2005 - May 2011
Qwest Government Services Inc.   March 2004 - May 2005
Calian Technology   December 2002 - March 2004
American Express Financial Advisors   August 2001 - July 2002

Skills
CPA, Financial Analysis, Managerial Finance, Internal Controls, Forecasting

Education
Isenberg School of Management, UMass Amherst   2006 — 2008
MBA, Management

George Mason University   1997 — 2001
B.A., Economics

Amit Saraogi Amit Saraogi Greater Denver Area Details
Amit Saraogi's American Express Financial Advisors Experience 2002 - 2005
Job President at Banyan Wealth Management
Industry Financial Services
Experience
Banyan Wealth Management   2009 - Present
ING  2005 - 2009
American Express Financial Advisors   2002 - 2005
McKinsey & Company  2001 - 2002

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA

Faculty of Management Studies - University of Delhi
MBA

The Doon School, Dehradun, India

Aleksey Kulikov Aleksey Kulikov Washington D.C. Metro Area Details
Aleksey Kulikov's American Express Financial Advisors Experience June 2003 - November 2003
Job Senior Program Manager
Industry Information Technology and Services
Experience
Microsoft  September 2013 - Present
Microsoft  March 2012 - September 2013
Microsoft  March 2007 - March 2012
Microsoft  August 2006 - March 2007
MedStar Health  June 2004 - August 2006
MedStar Health  December 2003 - June 2004
American Express Financial Advisors   June 2003 - November 2003

Skills
Budget Management, Acquisition Integration, Operations Management, Business Analysis, Process Improvement, Change Management, Program Management, Budgets, Cross-functional Team..., International Business..., Team Leadership, Data Analysis, Analysis, Business Process, Training, Forecasting, Management, Strategy, Integration, Leadership, Outsourcing, Business Development, Project Management

Education
Georgetown University - The McDonough School of Business   2008 — 2011
MBA

University of Maryland College Park   2001 — 2003
BA

Goucher College   1999 — 2001
Transfer

Chad Andrews Chad Andrews Greater Minneapolis-St. Paul Area Details
Chad Andrews's American Express Financial Advisors Experience October 2000 - May 2005
Job Medical Device Reprocessing Sales Rep
Industry Medical Devices
Experience
SureTek Medical Reprocessing Services   2009 - Present
US Banccorp  2005 - 2009
American Express Financial Advisors   October 2000 - May 2005
American Express Financial Advisors   2000 - 2005
American Express Financial Advisors   January 2000 - October 2000

Skills
Sales Operations, Medical Devices, Account Management, Orthopedic, Sales Process, Selling, Direct Sales, Sales, Team Building, New Business Development, Leadership, Cross-functional Team..., Sales Management, Key Account Management, Healthcare

Education
Eckerd College   1993 — 1998

University of St. Thomas   1993 — 1998
B.A., Business Administration

Nathan Standley Nathan Standley Raleigh-Durham, North Carolina Area Details
Nathan Standley's American Express Financial Advisors Experience August 2004 - December 2005
Job Business & Regulatory Attorney at Allen, Pinnix & Nichols
Industry Law Practice
Experience
Allen, Pinnix & Nichols, P.A.   August 2011 - Present
Elon University  November 2009 - May 2011
NC Department of Justice  May 2010 - August 2010
NC Administrative Office of the Courts  May 2009 - August 2009
Capital One  January 2006 - August 2008
American Express Financial Advisors   August 2004 - December 2005

Skills
Non-profits, Charities, Foundations, State Tax, Sales & Use Tax..., Uniform Combined State..., Compensation Strategies, Executive Compensation..., Regulatory Affairs, Financial Regulation, Compliance, Decision Sciences, Credit Card Analytics, Customer Experience..., Business Intelligence, Competitive Analysis, Public Policy, Political Consulting, Nonprofits, Marketing Strategy, Research, Legal Research, Corporate Governance, Legal Writing, Management

Education
Elon University   2008 — 2011
J.D., Law

The George Washington University - School of Business   2006 — 2007
Masters Certificate, Project Management

North Carolina State University
B.S./B.A., Business Management/Political Science

Robert Hughes, JD Robert Hughes, JD Greater Chicago Area Details
Robert Hughes, JD's American Express Financial Advisors Experience 2000 - 2004
Job Chief Operating Officer at The McTigue Financial Group
Industry Financial Services
Experience
The McTigue Financial Group  April 2004 - Present
American Express Financial Advisors   2000 - 2004
Merrill Lynch  1997 - 2000

Education
The John Marshall Law School
Juris Doctor, Law

Florida International University
Bachelor of Business Administration (BBA), Finance

James Gatewood III James Gatewood III Greater Atlanta Area Details
James Gatewood III's American Express Financial Advisors Experience January 2001 - November 2003
Job Assistant Vice President at Fidelity Bank
Industry Banking
Experience
Fidelity Bank  May 2015 - Present
Wells Fargo  November 2003 - May 2015
American Express Financial Advisors   January 2001 - November 2003
European Basketball League  August 1994 - August 2000

Skills
Financial Analysis, Banking, Coaching, Contract Negotiation, Credit, Customer Service, Finance, Financial Risk, Insurance, Investments, Microsoft Word, Outlook, Portfolio Management, Process Improvement

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2009
MBA, Business Administration and Management, General

Southern Methodist University   1990 — 1994
Bachelor of Science (BS), Economics

Southwest Dekalb High School   1985 — 1990

Dan O'Very Dan O'Very Saint Louis, Missouri Details
Dan O'Very's American Express Financial Advisors Experience May 2004 - January 2005
Job Compliance Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2013 - Present
U.S. Bancorp Investments, Inc.   December 2010 - August 2013
MetLife  April 2007 - November 2010
MetLife  April 2005 - April 2007
American Express Financial Advisors   May 2004 - January 2005

Skills
Branch Inspections, Policies & Procedures, Internal Audit, Advertising Review, Regulatory Exams

Education
Fontbonne University   2008 — 2010
MBA

Marquette University   2000 — 2004
Bachelor of Science, Finance

St. Louis University High   1996 — 2000
High School

Marcus Richardson Marcus Richardson Charlotte, North Carolina Area Details
Marcus Richardson's American Express Financial Advisors Experience September 2002 - September 2003
Job VP, Information Security Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America  January 2004 - Present
American Express Financial Advisors   September 2002 - September 2003
Venetica   May 2001 - September 2002
Compuware  January 2000 - May 2001
Paradigm4  April 1998 - January 2000

Skills
Information Security..., Information Security, SQL, CISSP, Disaster Recovery, Business Process..., SDLC, Business Continuity, Security, IT Strategy, Network Security, Business Analysis, Vendor Management, SharePoint

Education
Florida State University - College of Business   1997 — 1999
BS, Management Information Systems

Florida State University   1994 — 1999
Bachelor of Science (B.S.), Management Information Systems, General

Jaclyn Rutherford Jaclyn Rutherford Washington D.C. Metro Area Details
Jaclyn Rutherford's American Express Financial Advisors Experience September 2002 - March 2005
Job Recruiting Manager at SIG
Industry Information Services
Experience
SIG  January 2015 - Present
General Dynamics Information Technology  September 2012 - January 2015
Booz Allen Hamilton  January 2012 - September 2012
General Dynamics Information Technology  February 2010 - January 2012
Northrop Grumman  March 2005 - November 2009
American Express Financial Advisors   September 2002 - March 2005

Skills
Change Management, Performance Management, Training, Process Improvement, PeopleSoft, Employee Engagement, Succession Planning, Human Capital, New Hire Orientations, Government Contracting, Career Development, Business Process..., Intelligence, Human Resources, Onboarding, Applicant Tracking..., Personnel Management, HRIS, Security Clearance, Government

Education
George Mason University   1996 — 2001
Bachelor's Degree, Biology

Andrew DeDona Andrew DeDona Washington D.C. Metro Area Details
Andrew DeDona's American Express Financial Advisors Experience June 2002 - February 2004
Job Manager of Risk Modeling, Reporting & Analysis ALM at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union  July 2013 - Present
Navy Federal Credit Union  June 2011 - July 2013
Navy Federal Credit Union  October 2009 - June 2011
HSBC  November 2008 - May 2009
HSBC  January 2008 - November 2008
HSBC  May 2006 - December 2007
HSBC  February 2005 - May 2006
HSBC  March 2004 - February 2005
American Express Financial Advisors   June 2002 - February 2004

Skills
Financial Analysis, Portfolio Management, Human Resources, Marketing, Finance, New Business Development, Management, Forecasting, Financial Risk, Financial Services, Leadership, Strategic Financial..., Banking, Sales, Loans

Education
Florida State University - College of Business   1999 — 2002
Bachelor of Science, Finance and Marketing

Anderson Potts,III Anderson Potts,III Greater Atlanta Area Details
Anderson Potts,III's American Express Financial Advisors Experience February 2000 - January 2002
Job Founder and CEO at Lushfix
Industry Internet
Experience
Lushfix   January 2012 - Present
Xanodyne Pharmaceuticals  February 2002 - September 2010
American Express Financial Advisors   February 2000 - January 2002

Skills
Organizational..., Employee Relations, Recruiting, Project Planning, Marketing Strategy, Cardiology, Marketing, Sales Management, Product Launch, Pharmaceutical Industry, Leadership Development, Selling Skills, Business Planning, Management, Pharmaceutical Sales, Training, Public Speaking, Cold Calling, Microsoft Excel, Customer Service, Process Improvement, Leadership, Market Analysis, Strategy, Budgets, Sales, Market Research, Microsoft Office

Education
Georgia Institute of Technology   2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Abdoul Konare Abdoul Konare Washington D.C. Metro Area Details
Abdoul Konare's American Express Financial Advisors Experience 1995 - 1996
Job Staff Attorney at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
KONARE PLLC   2011 - Present
Cleary Gottlieb Steen & Hamilton LLP  March 2006 - November 2011
American Express Financial Advisors   1995 - 1996

Education
Georgetown University Law Center   2002 — 2003
LL.M., Securities & Financial Regulation

Michigan State University College of Law   1999 — 2002
JD

Western Michigan University - Haworth College of Business   1993 — 1998
BA, Finance/Economics

Farhan Haroon Farhan Haroon Miami/Fort Lauderdale Area Details
Farhan Haroon's American Express Financial Advisors Experience January 2003 - July 2004
Job Sales Associate at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate  August 2012 - Present
Wachovia Bank  August 2004 - May 2009
American Express Financial Advisors   January 2003 - July 2004

Skills
Forecasting, Loans, Commercial Banking, Investment Properties, Investments, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Banking, Finance, Alternative Investments, Commercial Real Estate, Management

Education
New York University   2005 — 2006
Commercial Real Estate

Florida International University   1999 — 2002
BA, Finance

Robert Gazic Robert Gazic Greater New York City Area Details
Robert Gazic's American Express Financial Advisors Experience October 1999 - May 2005
Job Manager Commerce Bank
Industry Banking
Experience
Commerce Bank  May 2005 - Present
American Express Financial Advisors   October 1999 - May 2005

Education
Fairleigh Dickinson University
MBA, Finance

Fairleigh Dickinson University
BS, Accounting

Edward J Dunk, CFP Edward J Dunk, CFP Libertyville, Illinois Details
Edward J Dunk, CFP's American Express Financial Advisors Experience January 1998 - October 2000
Job Director of Financial Planning at Metlife & New England Securities
Industry Financial Services
Experience
MetLife  October 2000 - Present
American Express Financial Advisors   January 1998 - October 2000
American Express Financial Advisors   February 1996 - January 1998
American Express Financial Advisors   January 1994 - January 1996

Skills
Strategic Financial..., Estate Planning, Management, Financial Planners, Retirement, Mutual Funds, Financial Services, Disability Insurance, Retirement Planning, Wealth Management, IRAs, Fixed Annuities, Life Insurance, Series 7, Financial Planning, Finance, Investments, Insurance, 401k

Education
Drake University
Bachelor of Science (BS), Business Managemet

Kathryn Naugle Wilk Kathryn Naugle Wilk Salem, Oregon Details
Kathryn Naugle Wilk's American Express Financial Advisors Experience 1994 - 1998
Job Business Engagement IT Director at Oregon Health Authority/Department of Human Services
Industry Government Administration
Experience
Oregon Health Authority/Department of Human Services   May 2012 - Present
State of Oregon: Department of Human Services / Oregon Health Authority   October 2010 - May 2012
State of Oregon: Department of Human Services  June 2008 - October 2010
State of Oregon: Oregon Employment Department   November 2006 - June 2008
State of Oregon: Oregon Employment Department   September 2002 - November 2006
State of Oregon: Oregon Employment Department   2000 - 2002
State of Oregon: Oregon Department of Transportation   1998 - 2000
American Express Financial Advisors   1994 - 1998
American Express Financial Advisors   1990 - 1994

Skills
Program Management, Contract Management, Restructuring, Change Management, Budgeting, Strategic Planning, IT Governance, IT Management, Project Portfolio..., Process Improvement, Customer Relations, Software Project..., Web Project Management, Vendor Management, Security, IT Strategy, Integration, Business Process..., Policy, Enterprise Architecture, Governance, PMO, Software Development, ITIL, SDLC, Budgets, Management, PMP, Government, Business Analysis, Visio, Business Process, Project Planning, Information Technology, Project Management, Data Center, IT Service Management, Business Strategy, Management Consulting, Team Leadership, MS Project, Leadership, System Administration, IT Operations, Disaster Recovery, Requirements Gathering, Training, Business Intelligence, Outsourcing, Analysis

Education
Fort Hays State University
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology

Judith Russo Judith Russo Portland, Oregon Details
Judith Russo's American Express Financial Advisors Experience 1999 - 2000
Job Writer, Teacher/Presenter, Customer Relations/Conflict Resolution, Building Maintenance, Lab Assistant/Phlebotomist
Industry Education Management
Experience
Oregon Humane Society  2010 - Present
Woodstock Properties   August 1990 - Present
Freelance Writer  December 1989 - Present
OHSU  November 2012 - September 2014
The Research + Education Group   August 2009 - November 2012
McKanna Bishop Joffe & Sullivan   2007 - 2008
Sam Hochberg and Associates   February 2005 - 2007
American Express Financial Advisors   1999 - 2000
Associated Press  1980 - 1991

Skills
Blood Collection, Blood Processing, Lab Processing, Writing, Editing, Database Management, Excel, Supervisory Skills, Analysis, Contract Negotiation, Education, Financial Planning, Grant Writing, Health, Insurance, Inventory Management, Team Leadership, Leadership Development, Mentoring, Negotiation, Non-profits, Microsoft Office, Outlook, PowerPoint, Public Relations, Photography, Quality Assurance, Research, Customer Relations, Real Estate, Problem Solving, Teamwork, Troubleshooting, Word, Windows, Social Networking, Microsoft Excel, Customer Service, Nonprofits, Personal Injury..., Microsoft Word, Event Planning, Volunteer Management, Community Outreach, Newsletters, Program Development, Grants

Education
Mount Holyoke College   1990 — 1994
BA, Critical Social Thought

Portland Community College   2009 — 2010
PBT (ASCP), Phlebotomy

Edmonds Community College   1989 — 1991
Paralegal Studies, Legal Studies, Paralegal

Paul Pirocanac Paul Pirocanac Washington D.C. Metro Area Details
Paul Pirocanac's American Express Financial Advisors Experience May 2003 - July 2004
Job Senior Regulatory Analyst Market Regulation at FINRA
Industry Financial Services
Experience
FINRA  December 2009 - Present
ING Financial Partners  July 2004 - December 2009
American Express Financial Advisors   May 2003 - July 2004

Skills
Investments, Securities, FINRA, Series 7, Mutual Funds

Education
Drake University   1999 — 2003
Marketing, Advertising

Chad Whatley Chad Whatley Greater Atlanta Area Details
Chad Whatley's American Express Financial Advisors Experience 1999 - 2000
Job Eastern US Divisional Head Of Sales at United Realty Advisors LP
Industry Financial Services
Experience
United Realty Advisors LP  January 2014 - Present
AEI Fund Management, Inc  February 2013 - January 2014
AEI Fund Management, Inc  February 2011 - February 2013
The Botsford Group  September 2009 - May 2011
First American Funds  November 2006 - May 2009
Wells Real Estate Funds  January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN   2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS   1999 - 2000

Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities

Education
Georgia State University - J. Mack Robinson College of Business   1997 — 1999
BBA, Marketing/Marketing Management, General

Alex McMullen Alex McMullen Greater Los Angeles Area Details
Alex McMullen's American Express Financial Advisors Experience January 2004 - January 2005
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  January 2004 - Present
American Express Financial Advisors   January 2004 - January 2005

Education
Gettysburg College
Finance, Finance & Accounting

Beverly Kessler Beverly Kessler Atlanta, Georgia Details
Beverly Kessler's American Express Financial Advisors Experience April 1996 - December 1996
Job Art Enthusiast
Industry Design
Experience
Carithers Florist   January 2000 - Present
Renaissance Waverly Hotel  January 1997 - January 1999
American Express Financial Advisors   April 1996 - December 1996
Silver Springs Attraction   January 1996 - April 1996
The Miami Herald  January 1987 - May 1995

Skills
Floral Design, Public Relations, Coordinating Events, Photography, Hospitality, Finance, Administrative Support, Retail Industry, Fundraising, Retail, Weddings, Event Planning

Education
Florida International University   1987 — 1990
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Miami Dade Community College   1984 — 1987
Associate of Arts (A.A.), Legal Secretarial Studies

James Martini James Martini Greater Chicago Area Details
James Martini's American Express Financial Advisors Experience 2001 - 2002
Job Futures & Commodities Trader
Industry Financial Services
Experience
Self employed  October 2013 - Present
LCPL Philip J Martini Memorial Foundation   April 2011 - Present
BMO Harris Private Banking  February 2013 - October 2013
Heroes to HealthCare   April 2012 - April 2013
BMO Harris Bank  November 2010 - February 2013
BMO Harris Bank  July 2007 - November 2010
BMO Harris Bank  July 2005 - July 2007
BMO Harris Bank  September 2002 - July 2005
American Express Financial Advisors   2001 - 2002
The Lark Incorporated   1999 - 2001

Skills
Cash Management, Deposits, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Credit, Personal Financial..., Wealth Management, Foreign Exchange, Credit Risk, Banking, Finance, Retail Banking, Financial Analysis, Financial Services, Relationship Management, Small Business Lending, Commercial Lending, Consumer Lending, Strategic Financial..., Lines Of Credit, Leadership, Investments, Mutual Funds

Education
Eastern Illinois University
Bachelor of Science in Business, Finance

Thornton Fractional South High School

Eric Whittenberg Eric Whittenberg Greater Chicago Area Details
Eric Whittenberg's American Express Financial Advisors Experience January 2004 - May 2005
Job Finance Manager at GE Healthcare
Industry Medical Devices
Experience
GE Healthcare  July 2012 - Present
GE Healthcare  September 2010 - July 2012
Georgetown University  July 2008 - May 2010
Allstate  August 2005 - July 2008
American Express Financial Advisors   January 2004 - May 2005

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Strategic Financial..., Business Strategy, Strategic Planning, Forecasting, Financial Reporting, Competitive Analysis, Analysis, Investments, Portfolio Management, Strategy, Leadership, Finance, Business Planning

Education
Georgetown University - The McDonough School of Business   2008 — 2010
Masters, Master of Business Administration

Jonathan Webber Jonathan Webber Atlanta, Georgia Details
Jonathan Webber's American Express Financial Advisors Experience March 2004 - November 2004
Job Data Analyst at Delta Air Lines
Industry Retail
Experience
Delta Air Lines  June 2014 - Present
Carter's OshKosh B'gosh   July 2012 - January 2014
Sheffield Investment Management   December 2011 - July 2012
Decatur Capital Management  January 2011 - May 2011
Great American Insurance  June 2007 - January 2009
Federated Insurance  February 2005 - March 2007
American Express Financial Advisors   March 2004 - November 2004

Skills
Bloomberg Terminal, SPSS, Excel, Microsoft Office, Advent, Moxy, Axys, Portfolio Management, Modern Portfolio Theory, Operations Management, Financial Forecasting, Supply Chain Management, Valuation, Microsoft Excel, Risk Management, Leadership, Finance, Competitive Analysis, Forecasting, Strategy, Financial Analysis, Analysis, Management, Corporate Finance, Investments, Marketing, Accounting, Sales

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2011
MBA, Finance

Georgia State University   2000 — 2004
B.B.A., Finance

Chad Peters Chad Peters Greater Philadelphia Area Details
Chad Peters's American Express Financial Advisors Experience January 2000 - July 2000
Job Vice President at State Street
Industry Investment Management
Experience
State Street  August 2011 - Present
SEI Investments  November 2010 - August 2011
State Street  October 2008 - November 2010
State Street  October 2006 - October 2008
Evergreen Investments  June 2006 - October 2006
Evergreen Investments  March 2004 - June 2006
Radian  December 2002 - March 2004
The Vanguard Group  July 2000 - November 2002
American Express Financial Advisors   January 2000 - July 2000

Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis

Education
Villanova University   2004 — 2007
MBA, Finance

East China Normal University   2006 — 2006
Credits for MBA Degree

University of Pittsburgh   1995 — 1999
B.A., Economics

Anthony Hartley, CFE Anthony Hartley, CFE Columbus, Ohio Area Details
Anthony Hartley, CFE's American Express Financial Advisors Experience October 1998 - April 2000
Job President/CEO at Association for the Developmentally Disabled
Industry Nonprofit Organization Management
Experience
Association for the Developmentally Disabled  May 2013 - Present
Girl Scouts of Ohio's Heartland  May 2012 - May 2013
Goodwill Columbus  April 2000 - May 2012
American Express Financial Advisors   October 1998 - April 2000

Skills
Certified Fraud Examiner, Operational Turnaround, Finance, CPA, Nonprofits, Auditing, Leadership Development, Management, Budgets, Leadership, Public Speaking, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Team Building

Education
Franklin University   1995 — 1998
B.S., Accounting

Ed Shevac Ed Shevac Greater New York City Area Details
Ed Shevac's American Express Financial Advisors Experience December 1993 - August 1999
Job OSJ at LPL
Industry Financial Services
Experience
LPL  August 1999 - Present
American Express Financial Advisors   December 1993 - August 1999
Reda Inc.   June 1990 - July 1993
Herman's World of Sporting Goods  1985 - 1989

Skills
Wealth Management, Estate Planning, Securities, Retirement, FINRA

Education
Fairleigh Dickinson University
MBA, Business

Mark Zimmer Mark Zimmer Calabasas, California Details
Mark Zimmer's American Express Financial Advisors Experience February 2003 - August 2006
Job Marriage and Family Therapy Intern
Industry Mental Health Care
Experience
Calabasas Counseling Center   February 2014 - Present
Conscious Recovery by CLARE Foundation, Inc   February 2014 - Present
Interfaith Shelter Network, Inc   January 2013 - Present
St. Helena Center for Behavioral Health   September 2012 - Present
U.S. Trust, Bank of America   December 2007 - June 2011
Citicorp Investment Services  August 2006 - December 2007
American Express Financial Advisors   February 2003 - August 2006
Ameriprise Financial  March 2002 - March 2006
N/A  February 2001 - February 2003

Skills
CBT, DBT, Addiction Recovery, Psychodynamic, Motivational..., Public Speaking, Social Services, Investments, Fixed Income, Management, Securities, Strategic Planning

Education
University of San Francisco   2011 — 2013
Masters, Counseling Psychology

Fairleigh Dickinson University   1984 — 1989
BS, Finance/Economics

Michael Fasone, MBA Michael Fasone, MBA Columbus, Ohio Area Details
Michael Fasone, MBA's American Express Financial Advisors Experience 1999 - 2001
Job V.P., Institutional Portfolio Manager at WesBanco Trust & Investment Services
Industry Financial Services
Experience
WesBanco  June 2013 - Present
Guardian Life Insurance & Park Avenue Securities   June 2010 - June 2013
JPMorgan  June 2005 - May 2010
Park Avenue Securities  2001 - 2005
American Express Financial Advisors   1999 - 2001

Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services

Education
Franklin University
MBA, MBA

Olentangy

Alexander Schneebacher, CFP® Alexander Schneebacher, CFP® Scottsdale, Arizona Details
Alexander Schneebacher, CFP®'s American Express Financial Advisors Experience Associate Financial AdvisorAmeriprise FinancialAugust 1994 - Present
Job Associate Financial Advisor, DOBBINS & ASSOCIATES, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
American Express Financial Advisors   Associate Financial AdvisorAmeriprise FinancialAugust 1994 - Present

Education
College of Financial Planning   2003 — 2003
CFP®

Elon University   1989 — 1993
BS, Finance

Jonathon McAdow Jonathon McAdow Atlanta, Georgia Details
Jonathon McAdow's American Express Financial Advisors Experience February 2004 - February 2005
Job Operations Manager
Industry Financial Services
Experience
Bryant, Carroll & Associates   March 2011 - Present
North Point Wealth Management   January 2010 - March 2011
Ameriprise Financial  June 2006 - June 2008
American Express Financial Advisors   February 2004 - February 2005

Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Series 7, Insurance, Mutual Funds, Estate Planning, Portfolio Management, Asset Management

Education
Furman University   1994 — 1998
BA, Music

Michael Botwinick, CFP® Michael Botwinick, CFP® Greater New York City Area Details
Michael Botwinick, CFP®'s American Express Financial Advisors Experience July 1989 - September 1998
Job Registered Principal, Financial Advisor, LPL Financial
Industry Financial Services
Experience
LPL Financial  September 1998 - Present
LPL Financial  September 1998 - Present
US Coast Guard Auxiliary  January 2010 - December 2012
American Express Financial Advisors   July 1989 - September 1998
American Express Financial Advisors   April 1982 - September 1998

Skills
Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, 401k, Pensions, Trusts, Wealth Accumulation, Asset Protection, Tax, Financial Planning, Insurance Planning, Wealth Transfer, Retirement Income...

Education
Fairleigh Dickinson University   1970 — 1975
BS, Radiologic Technology

Fairleigh Dickinson University   1970 — 1974
A.S., Biology

Arnika Davis Arnika Davis Greater Detroit Area Details
Arnika Davis's American Express Financial Advisors Experience March 2000 - March 2001
Job Import Specialist at U.S. Customs and Border Protection
Industry Government Administration
Experience
U.S. Customs and Border Protection   March 2015 - Present
U.S. Customs and Border Protection   April 2014 - Present
U.S. Department of Veterans Affairs   May 2013 - April 2014
U.S. Customs and Border Protection   September 2002 - June 2007
U.S. Customs and Border Protection   September 2002 - June 2007
Choctaw Nation of Oklahoma  August 2001 - September 2002
American Express Financial Advisors   March 2000 - March 2001
Help Source   March 1996 - March 2001

Skills
Training, Program Management, Policy, Emergency Services, Cultural Awareness, Leadership, Security Awareness, Employment Law, Cyberlaw, Government, Systems Applications..., AT- PAX Anti Terrorism..., Agriculture..., Emergency Response, Information System..., Personal Radiation..., Professionalism Training, Customs Overtime..., Strategic and Tactical..., Program and National..., Coding, IDENT (Law Enforcement..., TECS (Treasury..., GES (Global Enrollment..., Central Index System..., Basic Counseling and..., Legal Writing & Research, Internet law, Microsoft Programs..., Integrated Funds..., Contracting Officer..., Medical Coding, Human Resources, Management, Recruiting, Access, Automated Targeting..., Trend Analyses and..., Automated Commercial..., Public Speaking, Customer Service, Microsoft Office, Leadership Development, Analysis, Community Outreach, Team Building, Strategic Planning, Event Planning

Education
Eastern Michigan University
Paralegal Studies, American Government and Politics (United States)

Schoolcraft College

Dmitri Misishev Dmitri Misishev Boca Raton, Florida Details
Dmitri Misishev's American Express Financial Advisors Experience 2003 - 2005
Job Financial/Business Analyst
Industry Utilities
Experience
CableOrganizer.com  2010 - 2013
Intertech  2006 - 2009
American Express Financial Advisors   2003 - 2005
ZapsibkomBank   January 1995 - 2003

Skills
Deal Structuring, Financial Modeling, Budgeting, Project Finance, Investments, Capital Budgeting, Structuring, Private Equity, Investment Banking, Valuation, Corporate Finance, Venture Capital, Loan Origination, Financial Analysis, Finance

Education
Fairfield University
Banking and Finance, Executive Program

Tyumen Industrial Institute
Master of Business Administration (MBA), Economics, Finance and Management of Oil and Gas industry

Paola Lobato Paola Lobato Miami/Fort Lauderdale Area Details
Paola Lobato's American Express Financial Advisors Experience 2000 - 2002
Job Area Director Senior Vice President
Industry Banking
Experience
Citibank North America - East Region   October 2011 - March 2014
Citibank  October 2003 - September 2011
Citibank  February 2002 - September 2003
American Express Financial Advisors   2000 - 2002

Skills
Retail Banking, Series 7, Branch Management, Commercial Banking, Mortgage Lending, Banking, Credit, Loans, Sales Management, Commercial Lending, Small Business Lending, Consumer Lending, Cross Selling, Credit Cards, Branch Banking, Deposits

Education
Georgia Southern University   1997 — 1999
MBA, Business Administration

Georgia Southern University   1994 — 1997
BS-Biology, Pre-Med/Biology

Sir Isaac Newton College   1988 — 1993
International Baccalaureate

James Tedora James Tedora Greater Philadelphia Area Details
James Tedora's American Express Financial Advisors Experience April 1998 - October 2000
Job at American Biltrite, Inc.
Industry Automotive
Experience
American Biltrite, Inc.   January 2011 - Present
UPS  June 2004 - March 2011
TWM   April 2004 - January 2010
AXA Advisors  October 2000 - March 2004
American Express Financial Advisors   April 1998 - October 2000
Trump Taj Mahal  August 1993 - October 1997

Skills
DNS, Active Directory, Operations Management, Leadership, Sales, Team Building, Customer Service, Change Management, Training, Process Improvement, Manufacturing, Management

Education
Drexel University   1988 — 1993
Chemical Engineering

St. Joesph's Prep   1984 — 1988

Regis Metzger Regis Metzger West Palm Beach, Florida Area Details
Regis Metzger's American Express Financial Advisors Experience January 1997 - January 1998
Job Controller at Chartwells (Higher Education Division)
Industry Accounting
Experience
Chartwells (Higher Education Division)   November 2009 - Present
American Medical Management Association   July 2006 - October 2009
Washington Mutual Bank  July 2005 - July 2006
JPMorganChase Bank  March 2004 - February 2005
Charles Schwab & Company  January 1998 - January 2003
American Express Financial Advisors   January 1997 - January 1998

Skills
Forecasting, Finance, Accounting, Analysis, Management, Account Reconciliation, Leadership, Payroll, Accounts Receivable, Cash Management, Banking, Vendor Management, QuickBooks, Portfolio Management, Strategic Planning

Education
Florida Atlantic University   1989 — 1991
Bachelors, International Business

Florida Atlantic University   1988 — 1991
International Business

Fabiano de Franco Fabiano de Franco Washington D.C. Metro Area Details
Fabiano de Franco's American Express Financial Advisors Experience 2002 - 2003
Job Certified Retirement Planner at RETIREMENT SOLUTIONS LLC
Industry Investment Management
Experience
Retirement Solutions,LLC   July 2003 - Present
American Express Financial advisors   2002 - 2003
JP Morgan Chase  August 2000 - September 2001

Education
ESADE Business & Law School   1998 — 2000
MBA, Finance

George Mason University   1994 — 1998
BS, Economics

Dean Heide Dean Heide Greater New York City Area Details
Dean Heide's American Express Financial Advisors Experience June 1999 - June 2004
Job President, Dunnam Construction
Industry Construction
Experience
Dunnam Constructuon   March 2015 - Present
Princeton Construction Group   April 2014 - March 2015
H&H Construction and Renovation, LLC   April 2004 - May 2014
American Express Financial Advisors   June 1999 - June 2004

Skills
Renovation, Small Business, Basements, Project Management, Contract Negotiation, New Business Development, Construction, Customer Service, Decks, Strategic Planning, Residential Homes, Bathrooms, Team Building, Marketing, Strategic Financial..., Entrepreneurship, Budgets, Sales Management

Education
Drew University
Economics, Business Management

Drew University
Economics, Business Management

Christopher Cordeiro, CIMA® Christopher Cordeiro, CIMA® West Newbury, Massachusetts Details
Christopher Cordeiro, CIMA®'s American Express Financial Advisors Experience January 1996 - January 1997
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Santander Investment Services  April 2014 - April 2015
Citizens Investment Services  December 2012 - April 2014
UBS Financial Services, Inc.   September 1999 - November 2012
Fleet Bank  August 1998 - August 1999
Scudder Investments  January 1997 - August 1998
American Express Financial Advisors   January 1996 - January 1997
Lord & Taylor  September 1993 - January 1996
Thomas James Associates  June 1993 - August 1993

Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management

Education
Franklin Pierce University   1988 — 1993
BS, Business Management

Julie Koers Shirey Julie Koers Shirey Greater Atlanta Area Details
Julie Koers Shirey's American Express Financial Advisors Experience September 1999 - September 2003
Job Independent Contractor for the Financial and Small Business Sectors
Industry Executive Office
Experience
Independent Contractor  July 2014 - Present
Iberia World Foods Corporation   March 2013 - June 2014
Mayzo  October 2011 - December 2011
Northside Wood Flooring, Inc.   October 2003 - May 2011
American Express Financial Advisors   September 1999 - September 2003
Green Capital Investors, LP   January 1989 - January 1999

Skills
Strategic Financial..., Forecasting, Mergers & Acquisitions, Financial Analysis, Cross-functional Team..., Management, Budgets, Investments, Due Diligence, Portfolio Management, Business Strategy, Operations Management, Banking, Account Management, Payroll, Finance, Small Business, Sales, Executive Management, Financial Planning

Education
Emory University - Goizueta Business School   1984 — 1986
BBA, Management

Oxford College of Emory University   1982 — 1984
AA, Humanities and Social Sciences

Kennesaw State University   2003 — 2004
Financial Planner Certification Program

National Center for Paralegal Training   1987 — 1988
Certification, Real Estate

Courtney Holcomb Courtney Holcomb Dallas/Fort Worth Area Details
Courtney Holcomb's American Express Financial Advisors Experience January 1999 - April 1999
Job Product Manager at AT&T
Industry Telecommunications
Experience
AT&T  October 2009 - Present
AT&T  September 1999 - October 2009
American Express Financial Advisors   January 1999 - April 1999
Citicorp Services Inc  September 1997 - December 1997
Champion International Corp  January 1997 - April 1997

Skills
Product Management, Training, Competitive Analysis, Cross-functional Team..., Leadership, Analysis, VoIP

Education
Florida Agricultural and Mechanical University   1994 — 1999
Master of Business Administration (MBA), Business Administration and Management, General

Stefan Dunkelgrun Stefan Dunkelgrun Greater New York City Area Details
Stefan Dunkelgrun's American Express Financial Advisors Experience 2004 - 2004
Job
Industry Insurance
Experience
dogstar consultants   2014 - Present
The Ibex Group   June 2005 - August 2012
New York Life Investment Management  2004 - 2005
New York State Psychiatric Institute  October 2003 - January 2004
American Express Financial Advisors   2004 - 2004
Australian Homemade   February 2003 - September 2003

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Finance, Life Insurance, Microsoft Word, Product Development, Premium Financing, Management, Insurance, Fixed Annuities, Life Settlements, Private Placements, Investments, Health Insurance, Analysis, Entrepreneurial Finance, Business Operations, Business Strategy, New Business Development, Business Development, Business Planning, Operations Management, Financial Modeling, Leveraged Finance, Corporate Finance, Corporate Strategy..., Small Business..., Mergers & Acquisitions, Sales, English, Financial Services, Project Management

Education
Fordham University - Graduate School of Business Administration   2005 — 2007
MBA

The University of Bolton   1998 — 2003
Bachelor of Arts (B.A.)

Fordham Law School
Juris Doctor

Wolters

Norma Lazo Norma Lazo Greater New York City Area Details
Norma Lazo's American Express Financial Advisors Experience 2002 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan   April 2013 - Present
Brown Brothers Harriman  September 2011 - March 2013
UBS Wealth Management  2006 - 2010
Arilex Realty Corp   2003 - 2006
American Express Financial Advisors   2002 - 2003
American Express Financial Advisors   1999 - 2002

Education
Fairleigh Dickinson University
Paralegal Certificate, Paralegal Studies

William Paterson University of New Jersey
Bachelor of Arts, Psychology

Roger Malley Roger Malley Greater Minneapolis-St. Paul Area Details
Roger Malley's American Express Financial Advisors Experience February 1995 - October 1998
Job at
Industry Automotive
Experience
Walser Automotive Group  June 2013 - Present
Inver Grove Hyundai   June 2012 - March 2013
Walser Automotive Group  January 2010 - May 2012
Malley Construction   September 2001 - March 2009
AppRight Inc   October 1998 - September 2001
American Express Financial Advisors   February 1995 - October 1998
InfoSpan Inc  June 1993 - February 1995

Skills
Automotive, Customer Satisfaction, Vehicles, Automobile, Customer Service, Sales, Customer Retention, Microsoft Office, Team Leadership, Inventory Management, Sales Process, Microsoft Excel, Project Management, Sales Management, Team Building, Sales Operations, Process Improvement, Training, Applicant Tracking..., Retail, Construction Management, Construction, Framing, Carpentry, Payroll, Accounts Payable, Accounts Receivable, Cost Accounting, Auditing, Restoration, Android, Project Planning, Business Process..., Dealer Track, CRM, Time Management, New Business Development, Purchasing, Gross Profit, Pricing, Business Planning, ADP Payroll, Financial Analysis, Small Business, Team Management, Employee Training, Leadership, Negotiation, Budgets, Management

Education
Duluth Business University   1989 — 1991
Accounting and Business/Management

Hermantown High School

Rich Ott, CFP® Rich Ott, CFP® Orlando, Florida Area Details
Rich Ott, CFP®'s American Express Financial Advisors Experience January 2003 - September 2004
Job CFP®, Financial Advisor at The Ott Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Adviosrs, LLC   September 2009 - Present
Seminole Club of Greater Orlando   2005 - 2013
Morgan Stanley Smith Barney  August 2004 - September 2009
American Express Financial Advisors   January 2003 - September 2004

Skills
Retirement, Retirement Planning, Alternative Investments, Saving for Education, 401k Rollovers, Certified Financial..., Asset Allocation

Education
Florida State University   1990 — 1996
BS, History & Public Administration

University of Kentucky   1988 — 1990

James Roos James Roos Erie, Pennsylvania Details
James Roos's American Express Financial Advisors Experience October 1998 - June 2005
Job Instructor at Erie Institute of Technology
Industry Higher Education
Experience
Erie Institute of Technology  August 2006 - Present
American Express Financial Advisors   October 1998 - June 2005

Education
Gannon University
Master of Business Administration (M.B.A.)

Bernie Sanders Bernie Sanders Roanoke, Virginia Details
Bernie Sanders's American Express Financial Advisors Experience July 1991 - March 1997
Job Investment Advisor Representative at Investors Financial Advisors
Industry Investment Management
Experience
Investors Financial Advisor   March 1997 - Present
American Express Financial Advisors   July 1991 - March 1997

Skills
Securities, Financial Services, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Series 7, FINRA, Investment Strategies, Investments, Financial Analysis, Retirement, Series 63, Strategic Planning

Education
Gardner-Webb University   1970 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General

Lees McRae University   1968 — 1969
B.S. Business Administration

Everett Gonzales Everett Gonzales Denver, Colorado Details
Everett Gonzales's American Express Financial Advisors Experience September 2002 - June 2005
Job Counselor 1 at National Jewish Health
Industry Hospital & Health Care
Experience
National Jewish Health  November 2010 - Present
ING Life Insurance and Annuity Company  November 2008 - August 2009
ING Life Insurance and Annuity Company  May 2006 - November 2008
American Express Financial Advisors   September 2002 - June 2005
Winds Hospital Children's Unit   February 1999 - April 2002
Behavioral Health Care   June 1999 - January 2000
Central New York Services   March 1998 - June 1999

Education
University of Phoenix   2010 — 2013
Student, Masters Marriage and Family Therapy

Eastern Connecticut State University
B.A, Psychology

Allyson Benko Allyson Benko O Fallon, Illinois Details
Allyson Benko's American Express Financial Advisors Experience September 1999 - March 2004
Job Environmental Manager at Illinois Air National Guard
Industry Military
Experience
Illinois Air National Guard  April 2013 - Present
United States Air Force  October 2011 - March 2013
United States Air Force  April 2007 - October 2011
Air Force Research Laboratory, United States Air Force   April 2004 - April 2007
American Express Financial Advisors   September 1999 - March 2004
Halliburton Energy Services  June 1997 - July 1999

Skills
DoD

Education
Florida State University - College of Business   2005 — 2009
Masters of Business, Business Administration and Management, General

Tulane University   1993 — 1997
Bachelor of Science (BS), Chemical Engineering

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