American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
R.J. Lesch R.J. Lesch's American Express Financial Advisors Experience 1989 - 1999
Job Business Analyst at D&H Distributing
Industry Information Technology and Services
Experience
D&H Distributing August 2014 - Present
Federal Home Loan Bank of Des Moines June 2011 - August 2014
Palmer Group April 2010 - June 2011
Wavelength Business Technology Services LLC July 2009 - June 2011
Sears, Roebuck and Co. November 2009 - January 2010
Principal Financial Group June 2007 - December 2008
American Enterprise 2003 - 2007
Robert Half Technology 2000 - 2003
American Express Financial Advisors 1989 - 1999
Skills
Data Modeling, Business Analysis, Software Development, SDLC, Business Requirements, Visio, SharePoint, Project Management, Requirements Gathering, Requirements Analysis, Database Design, Business Intelligence, Data Analysis, Creative Writing, Technical Writing, Report Writing, Applied Mathematics, Computational..., Combinatorics, Mathematical Logic, Research, Secondary Research, Analysis, Management, Testing, Microsoft SQL Server, Business Process, Access, Databases, SQL, Integration
Education
University of Minnesota-Twin Cities 1991 — 1996
B.S., Mathematics
Iowa State University 1982 — 1988
Boylan
D&H Distributing August 2014 - Present
Federal Home Loan Bank of Des Moines June 2011 - August 2014
Palmer Group April 2010 - June 2011
Wavelength Business Technology Services LLC July 2009 - June 2011
Sears, Roebuck and Co. November 2009 - January 2010
Principal Financial Group June 2007 - December 2008
American Enterprise 2003 - 2007
Robert Half Technology 2000 - 2003
American Express Financial Advisors 1989 - 1999
Skills
Data Modeling, Business Analysis, Software Development, SDLC, Business Requirements, Visio, SharePoint, Project Management, Requirements Gathering, Requirements Analysis, Database Design, Business Intelligence, Data Analysis, Creative Writing, Technical Writing, Report Writing, Applied Mathematics, Computational..., Combinatorics, Mathematical Logic, Research, Secondary Research, Analysis, Management, Testing, Microsoft SQL Server, Business Process, Access, Databases, SQL, Integration
Education
University of Minnesota-Twin Cities 1991 — 1996
B.S., Mathematics
Iowa State University 1982 — 1988
Boylan
Bryan Knudson, CFP® Bryan Knudson, CFP®'s American Express Financial Advisors Experience July 2003 - October 2004
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2004 - Present
American Express Financial Advisors July 2003 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Financial Advisory, Financial Planning, Series 63, Retirement
Education
Iowa State University - College of Business 2000 — 2002
Bachelor's degree, Marketing
Ameriprise Financial Services, Inc. November 2004 - Present
American Express Financial Advisors July 2003 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Financial Advisory, Financial Planning, Series 63, Retirement
Education
Iowa State University - College of Business 2000 — 2002
Bachelor's degree, Marketing
Keith Kirk, CFP CRPC Keith Kirk, CFP CRPC's American Express Financial Advisors Experience October 1998 - June 2001
Job Private Wealth Advisor, Kirk, Boswell and Associates
Industry Financial Services
Experience
Kirk, Boswell and Associates, Ameriprise Financial Inc. July 2001 - Present
American Express Financial Advisors October 1998 - June 2001
American Express Financial Advisors January 1991 - October 1998
Education
Hendrix College 1980 — 1984
BA, Econimics and Accounting
Kirk, Boswell and Associates, Ameriprise Financial Inc. July 2001 - Present
American Express Financial Advisors October 1998 - June 2001
American Express Financial Advisors January 1991 - October 1998
Education
Hendrix College 1980 — 1984
BA, Econimics and Accounting
Alicia M. Brenna's American Express Financial Advisors Experience March 2002 - October 2005
Job Attorney at Brenna Law Firm
Industry Law Practice
Experience
Brenna Law Firm January 2009 - Present
American Express Financial Advisors March 2002 - October 2005
Investment Property Exchange Services, Inc (IPX1031) March 2001 - September 2002
Anthony Ostlund & Baer January 2000 - December 2000
Education
Hamline School of Business
Master of Business Administration (MBA)
Hamline University School of Law
Doctor of Law (JD)
University of Minnesota-Twin Cities
BS, Sociology
Brenna Law Firm January 2009 - Present
American Express Financial Advisors March 2002 - October 2005
Investment Property Exchange Services, Inc (IPX1031) March 2001 - September 2002
Anthony Ostlund & Baer January 2000 - December 2000
Education
Hamline School of Business
Master of Business Administration (MBA)
Hamline University School of Law
Doctor of Law (JD)
University of Minnesota-Twin Cities
BS, Sociology
Kevin Swinigan, CRPC® Kevin Swinigan, CRPC®'s American Express Financial Advisors Experience 1999 - 2005
Job Financial Advisor at Waynick, Swinigan & Associates
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1999 - 2005
Education
Greenville College 1995 — 1999
Accounting
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1999 - 2005
Education
Greenville College 1995 — 1999
Accounting
Heather Mazzouccolo's American Express Financial Advisors Experience December 1998 - July 2002
Job Marketing Manager
Industry Financial Services
Experience
Securities Service Network, Inc. September 2003 - February 2014
American Express Financial Advisors December 1998 - July 2002
Delta Life & Annuity Company March 1995 - April 1998
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Branding & Identity, Corporate Communications, Marketing, Public Relations, Relationship Management, Event Planning, Event Management, Graphic Design, Investment Advisory, Personal Financial..., Series 24, Series 7, Series 63, Equities, Mutual Funds, 401k, Insurance, Variable Annuities
Education
Haslam College of Business at the University of Tennessee 1991 — 1994
Bachelor of Science in Business Administration, Finance
Securities Service Network, Inc. September 2003 - February 2014
American Express Financial Advisors December 1998 - July 2002
Delta Life & Annuity Company March 1995 - April 1998
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Branding & Identity, Corporate Communications, Marketing, Public Relations, Relationship Management, Event Planning, Event Management, Graphic Design, Investment Advisory, Personal Financial..., Series 24, Series 7, Series 63, Equities, Mutual Funds, 401k, Insurance, Variable Annuities
Education
Haslam College of Business at the University of Tennessee 1991 — 1994
Bachelor of Science in Business Administration, Finance
Lyndee Salo Lyndee Salo's American Express Financial Advisors Experience August 2002 - May 2004
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. December 2005 - May 2010
Ameriprise Financial Services, Inc. May 2004 - December 2005
American Express Financial Advisors August 2002 - May 2004
Buffalo Lake-Hector School District September 2001 - June 2002
Skills
Team Building, Retirement Planning, Public Speaking, Retirement, Investment Advisory, Coaching, Training, Microsoft Office, Series 24, Series 66, Leadership, Insurance, Series 63, Uniform Combined State..., Financial Planning, Mutual Funds, Financial Services, Investments, Series 7, Financial Advisory, Fixed Annuities
Education
Hamline University 2008 — 2010
MBA
University of Minnesota-Morris 1996 — 2001
History, Social Science, European History
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. December 2005 - May 2010
Ameriprise Financial Services, Inc. May 2004 - December 2005
American Express Financial Advisors August 2002 - May 2004
Buffalo Lake-Hector School District September 2001 - June 2002
Skills
Team Building, Retirement Planning, Public Speaking, Retirement, Investment Advisory, Coaching, Training, Microsoft Office, Series 24, Series 66, Leadership, Insurance, Series 63, Uniform Combined State..., Financial Planning, Mutual Funds, Financial Services, Investments, Series 7, Financial Advisory, Fixed Annuities
Education
Hamline University 2008 — 2010
MBA
University of Minnesota-Morris 1996 — 2001
History, Social Science, European History
Zach Meador Zach Meador's American Express Financial Advisors Experience January 2002 - October 2003
Job N/A
Industry Financial Services
Experience
Allstate Financial June 2009 - October 2014
John Hancock Financial Services October 2003 - April 2009
American Express Financial Advisors January 2002 - October 2003
Skills
Series 7, Series 63, Series 65, Series 24, Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Life Insurance, FINRA, Wealth Accumulation, Asset Allocation, Securities
Education
Henderson State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
McCrory High School
Allstate Financial June 2009 - October 2014
John Hancock Financial Services October 2003 - April 2009
American Express Financial Advisors January 2002 - October 2003
Skills
Series 7, Series 63, Series 65, Series 24, Fixed Annuities, IRAs, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Life Insurance, FINRA, Wealth Accumulation, Asset Allocation, Securities
Education
Henderson State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
McCrory High School
Daniel Hiebert's American Express Financial Advisors Experience July 1996 - April 2002
Job Senior Consultant at ActiFi
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
Ameriprise Financial Services, Inc. April 2013 - June 2014
Ameriprise Financial March 2011 - April 2013
Ameriprise Financial January 2007 - January 2011
Ameriprise Financial January 2003 - December 2006
American Express Financial Advisors, Mpls. Mn April 2002 - December 2002
American Express Financial Advisors July 1996 - April 2002
Skills
Retirement Planning, Series 7, Strategic Financial..., Series 63, Certified Financial..., Investments, Financial Advisory, Estate Planning, Wealth Management, Asset Allocation, Financial Planning..., Investment Strategies, Securities, Personal Finance, Financial Planners, Financial Goals, Management, Retirement, Investment Advisory, Finance, MSFS, Series 24
Education
The American College
Masters of Science, Financial Services
Hamline University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Highland Pk
Highland Pk
Adrian C Johnson CFP®, MBA, CRPC® Adrian C Johnson CFP®, MBA, CRPC®'s American Express Financial Advisors Experience August 2000 - 2004
Job Managed Account Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Ameriprise Financial February 2015 - Present
Ameriprise Financial March 2013 - February 2015
Ameriprise Financial January 2011 - March 2013
RiverSource August 2004 - January 2011
American Express Financial Advisors August 2000 - 2004
Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Series 7, Asset Allocation, Team Leadership, Wealth Management, Financial Planning, Public Speaking, Mutual Funds, Financial Services, Financial Advisory, Management, Business Development, Leadership, Portfolio Management, Sales, Financial Analysis
Education
University of Saint Thomas - School of Business 2004 — 2010
MBA, Business Management
Hamline University 1996 — 2000
BA, International Economics
Aric Carpenter Aric Carpenter's American Express Financial Advisors Experience June 1995 - February 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
MRK Asset Management, LLC January 2010 - July 2013
Kemner-Iott Investment Mgt. July 2002 - July 2013
American Express Financial Advisors June 1995 - February 2002
Education
Hillsdale College 1990 — 1994
BS, Finance
Ameriprise Financial Services, Inc. July 2013 - Present
MRK Asset Management, LLC January 2010 - July 2013
Kemner-Iott Investment Mgt. July 2002 - July 2013
American Express Financial Advisors June 1995 - February 2002
Education
Hillsdale College 1990 — 1994
BS, Finance
Mike Fulkerson, AWMA Mike Fulkerson, AWMA's American Express Financial Advisors Experience June 2002 - June 2004
Job Financial Advisor who feels Education Encourages Execution
Industry Financial Services
Experience
Chicago Investment Advisory Council July 2011 - Present
TUG (Tri-City Unemployment Group) 2007 - Present
Waddell & Reed June 2004 - June 2011
American Express Financial Advisors June 2002 - June 2004
Software Architects May 1997 - October 2001
Army National Guard 1992 - 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Series 7, Estate Planning, Insurance, Fixed Annuities, Retirement, 401k, Connector of People, Small Business, Business Strategy, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning, Leadership
Education
Illinois State University 1993 — 1997
BS, Applied Computer Science, minor in Economics
Chicago Investment Advisory Council July 2011 - Present
TUG (Tri-City Unemployment Group) 2007 - Present
Waddell & Reed June 2004 - June 2011
American Express Financial Advisors June 2002 - June 2004
Software Architects May 1997 - October 2001
Army National Guard 1992 - 2000
Skills
Strategic Financial..., Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Series 7, Estate Planning, Insurance, Fixed Annuities, Retirement, 401k, Connector of People, Small Business, Business Strategy, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning, Leadership
Education
Illinois State University 1993 — 1997
BS, Applied Computer Science, minor in Economics
Erick Palacios, MBA Erick Palacios, MBA's American Express Financial Advisors Experience 2002 - 2003
Job Financial Advisor
Industry Investment Management
Experience
Xcel Wealth Management October 2014 - Present
Floridian Bank April 2013 - October 2014
PNC Bank June 2008 - April 2013
RBC Bank 2008 - 2011
Fifth Third Bank August 2006 - June 2008
EverBank July 2003 - June 2005
American Express Financial Advisors 2002 - 2003
Wachovia May 1998 - August 2002
INROADS May 1997 - August 2002
Skills
Banking, Loans, Finance, Investments, Commercial Banking, Retail Banking, Small Business Lending, Management, Commercial Lending, Small Business, Strategic Financial..., Customer Service, Branch Management, Consumer Lending, Retirement Planning, Strategic Planning, Mortgage Lending, Team Building, Loan Origination, Business Development, Budgets, Real Estate, Investment Properties, CRM, Sales, Financial Planning, Retail, Small Business...
Education
Jacksonville University 2004 — 2007
MBA, Business
University of Florida - Warrington College of Business Administration 1997 — 2002
BS, Finance
Xcel Wealth Management October 2014 - Present
Floridian Bank April 2013 - October 2014
PNC Bank June 2008 - April 2013
RBC Bank 2008 - 2011
Fifth Third Bank August 2006 - June 2008
EverBank July 2003 - June 2005
American Express Financial Advisors 2002 - 2003
Wachovia May 1998 - August 2002
INROADS May 1997 - August 2002
Skills
Banking, Loans, Finance, Investments, Commercial Banking, Retail Banking, Small Business Lending, Management, Commercial Lending, Small Business, Strategic Financial..., Customer Service, Branch Management, Consumer Lending, Retirement Planning, Strategic Planning, Mortgage Lending, Team Building, Loan Origination, Business Development, Budgets, Real Estate, Investment Properties, CRM, Sales, Financial Planning, Retail, Small Business...
Education
Jacksonville University 2004 — 2007
MBA, Business
University of Florida - Warrington College of Business Administration 1997 — 2002
BS, Finance
Rick Naymark's American Express Financial Advisors Experience 2003 - 2004
Job President, Naymark Marketing, Inc.
Industry Marketing and Advertising
Experience
Naymark Marketing, Inc. April 2001 - Present
Hazelden Foundation April 2013 - Present
PrimeNet January 2002 - January 2013
ChiroCare 2012 - 2013
Blue Cross and Blue Shield of Minnesota January 2003 - January 2011
The Sales Board 2010 - 2011
Priority Integrated Marketing 2008 - April 2010
Blue Cross and Blue Shield of Minnesota 2003 - 2009
Catholic Finance Corporation 2002 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Market Planning, Direct Marketing, Marketing Strategy, Promotions, Segmentation, Brand Development, Direct Mail, Communications Planning, Electronic..., Competitive Analysis, Product Development, Pricing, Public Relations, Mobile Marketing, SWOT analysis, Channel, Modeling, Online Marketing, Market Research, Advertising, Marketing Communications, Email Marketing, Social Media Marketing, Marketing Research, Digital Marketing, Product Marketing, Social Media, Integrated Marketing, Copywriting, B2B, Database Marketing, Strategic Planning, Brand Awareness, Go-to-market Strategy, SEO, Strategy, Marketing, Customer Acquisition, Interactive Marketing, B2B Marketing, Lead Generation, Creative Strategy, Strategic Partnerships, Website Development, Multi-channel Marketing, SEM, Sales
Education
Iowa State University
BS, Mathematics
University of Minnesota-Twin Cities
Masters, English
Naymark Marketing, Inc. April 2001 - Present
Hazelden Foundation April 2013 - Present
PrimeNet January 2002 - January 2013
ChiroCare 2012 - 2013
Blue Cross and Blue Shield of Minnesota January 2003 - January 2011
The Sales Board 2010 - 2011
Priority Integrated Marketing 2008 - April 2010
Blue Cross and Blue Shield of Minnesota 2003 - 2009
Catholic Finance Corporation 2002 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Market Planning, Direct Marketing, Marketing Strategy, Promotions, Segmentation, Brand Development, Direct Mail, Communications Planning, Electronic..., Competitive Analysis, Product Development, Pricing, Public Relations, Mobile Marketing, SWOT analysis, Channel, Modeling, Online Marketing, Market Research, Advertising, Marketing Communications, Email Marketing, Social Media Marketing, Marketing Research, Digital Marketing, Product Marketing, Social Media, Integrated Marketing, Copywriting, B2B, Database Marketing, Strategic Planning, Brand Awareness, Go-to-market Strategy, SEO, Strategy, Marketing, Customer Acquisition, Interactive Marketing, B2B Marketing, Lead Generation, Creative Strategy, Strategic Partnerships, Website Development, Multi-channel Marketing, SEM, Sales
Education
Iowa State University
BS, Mathematics
University of Minnesota-Twin Cities
Masters, English
Emily Rivenes Emily Rivenes's American Express Financial Advisors Experience April 1998 - July 2006
Job Certified Financial Planner™ at Owens Estate & Wealth Strategies Group
Industry Financial Services
Experience
Owens Estate and Wealth Strategies Group June 2014 - Present
Nevada County Properties February 2005 - Present
The Sierra Fund September 2005 - April 2013
American Express Financial Advisors April 1998 - July 2006
Skills
Finance, Financial Planners, Real Estate License, Accounting, Project Management, Customer Service, Microsoft Office, Nonprofits, Event Planning, Project Planning, Event Management, Certified Financial...
Education
College For Financial Planning 2001 — 2018
Master's Degree, Personal Financial Planning
Western Governors University 2013 — 2014
Bachelor's Degree, Accounting
Sierra College 2004 — 2013
Associate's Degree, Accounting, 4.0
Green River Community College 1989 — 1991
Associate of Arts (A.A.), Computer Applications
Owens Estate and Wealth Strategies Group June 2014 - Present
Nevada County Properties February 2005 - Present
The Sierra Fund September 2005 - April 2013
American Express Financial Advisors April 1998 - July 2006
Skills
Finance, Financial Planners, Real Estate License, Accounting, Project Management, Customer Service, Microsoft Office, Nonprofits, Event Planning, Project Planning, Event Management, Certified Financial...
Education
College For Financial Planning 2001 — 2018
Master's Degree, Personal Financial Planning
Western Governors University 2013 — 2014
Bachelor's Degree, Accounting
Sierra College 2004 — 2013
Associate's Degree, Accounting, 4.0
Green River Community College 1989 — 1991
Associate of Arts (A.A.), Computer Applications
Scott Finfer Scott Finfer's American Express Financial Advisors Experience 1991 - 1994
Job Urban Ranch Design
Industry Real Estate
Experience
Urban Cottages Real Estate Fund October 2014 - Present
Emerge Clinical Solutions November 2010 - Present
Management Advisory Bank January 2007 - Present
KB Home 2003 - 2007
Arthur Emil & Company 1994 - 2003
American Express Financial Advisors 1991 - 1994
Skills
Due Diligence, Mergers, Contract Negotiation, Real Estate, Strategic Planning, Negotiation, Business Strategy, Business Development, Sales, Budgets, Start-ups, Real Estate Development, Business Planning, Selling, New Business Development, Investments, Leadership, Mergers & Acquisitions, Management Consulting
Education
Harvard Business School
AMP, Advanced Management Program
Texas A&M University 1988 — 1991
BS, Economics
Urban Cottages Real Estate Fund October 2014 - Present
Emerge Clinical Solutions November 2010 - Present
Management Advisory Bank January 2007 - Present
KB Home 2003 - 2007
Arthur Emil & Company 1994 - 2003
American Express Financial Advisors 1991 - 1994
Skills
Due Diligence, Mergers, Contract Negotiation, Real Estate, Strategic Planning, Negotiation, Business Strategy, Business Development, Sales, Budgets, Start-ups, Real Estate Development, Business Planning, Selling, New Business Development, Investments, Leadership, Mergers & Acquisitions, Management Consulting
Education
Harvard Business School
AMP, Advanced Management Program
Texas A&M University 1988 — 1991
BS, Economics
David A. Pagel David A. Pagel's American Express Financial Advisors Experience 1999 - 2004
Job International Investors, Office, MultiFamily, Tenant Rep, Industrial
Industry Investment Management
Experience
KW Commercial 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Prudential Financial 2007 - 2009
TCN/DNO Worldwide 2004 - 2006
American Express Financial Advisors 1999 - 2004
Self Employed - Business Developer and Marketing Professional 1997 - 1999
Pagel Properites, Inc 1993 - 1997
Skills
Asset Allocation, Financial Planning, Retirement Planning, Estate Tax Planning, Investment Advisory, Investment Strategies, Alternative Investments, Real Estate Development, Commercial Real Estate, Property & Casualty..., Insurance, Real Estate Financing, Business Brokerage, Business Development, Small Business..., Multi Family Properties, International Investors, Land and Development, Office and Tenant..., Strategic Financial..., Investments, Mortgage Lending, Investment Properties, Series 7, Life Insurance, Entrepreneurship, Asset Management, Brokerage, Portfolio Management, Valuation, Financial Advisory, Real Estate Economics, Mutual Funds, Due Diligence, Series 63, Wealth Management, Retirement, Investment Management, Fixed Annuities, Finance, Private Equity
Education
Hamline University 1989 — 1993
BA, Economics
KW Commercial 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Prudential Financial 2007 - 2009
TCN/DNO Worldwide 2004 - 2006
American Express Financial Advisors 1999 - 2004
Self Employed - Business Developer and Marketing Professional 1997 - 1999
Pagel Properites, Inc 1993 - 1997
Skills
Asset Allocation, Financial Planning, Retirement Planning, Estate Tax Planning, Investment Advisory, Investment Strategies, Alternative Investments, Real Estate Development, Commercial Real Estate, Property & Casualty..., Insurance, Real Estate Financing, Business Brokerage, Business Development, Small Business..., Multi Family Properties, International Investors, Land and Development, Office and Tenant..., Strategic Financial..., Investments, Mortgage Lending, Investment Properties, Series 7, Life Insurance, Entrepreneurship, Asset Management, Brokerage, Portfolio Management, Valuation, Financial Advisory, Real Estate Economics, Mutual Funds, Due Diligence, Series 63, Wealth Management, Retirement, Investment Management, Fixed Annuities, Finance, Private Equity
Education
Hamline University 1989 — 1993
BA, Economics
Jeff Kops Jeff Kops's American Express Financial Advisors Experience January 1998 - May 2004
Job Realtor, Property Manager
Industry Real Estate
Experience
West Coast Management & Realty November 2013 - Present
Gulf Coast Medical Solutions July 2013 - November 2013
Riemser Inc. August 2010 - June 2013
G. Hartzell & Son September 2007 - July 2010
Cornerstone Medical Associates May 2004 - September 2007
American Express Financial Advisors January 1998 - May 2004
Skills
Real Estate, Sales, Marketing Strategy, Sales Process, Marketing, Account Management, Direct Sales, Contract Negotiation, Capital Equipment, Sales Management, Healthcare, Team Building, Forecasting, Product Launch, Competitive Analysis, New Business Development, CRM, Market Analysis, Dentistry, Medical Devices, Product Development, Selling, Cold Calling, SPIN Selling, Business Development
Education
Grand Valley State University 1978 — 1980
Bachelor of Science, Environmental Science/Chemistry
West Coast Management & Realty November 2013 - Present
Gulf Coast Medical Solutions July 2013 - November 2013
Riemser Inc. August 2010 - June 2013
G. Hartzell & Son September 2007 - July 2010
Cornerstone Medical Associates May 2004 - September 2007
American Express Financial Advisors January 1998 - May 2004
Skills
Real Estate, Sales, Marketing Strategy, Sales Process, Marketing, Account Management, Direct Sales, Contract Negotiation, Capital Equipment, Sales Management, Healthcare, Team Building, Forecasting, Product Launch, Competitive Analysis, New Business Development, CRM, Market Analysis, Dentistry, Medical Devices, Product Development, Selling, Cold Calling, SPIN Selling, Business Development
Education
Grand Valley State University 1978 — 1980
Bachelor of Science, Environmental Science/Chemistry
James Earp James Earp's American Express Financial Advisors Experience November 1997 - May 2002
Job High Growth City Manager
Industry Government Administration
Experience
City of Kyle, TX September 2006 - Present
City of Kyle February 2011 - May 2011
City of Kyle April 2010 - January 2011
City of Ennis, TX November 2003 - September 2006
City of Burleson 2003 - 2004
American Express Financial Advisors November 1997 - May 2002
Skills
Strategic Planning, Financial Management, Human Relations, City Management, Sustainability, Public Works, Water Quality, System Administration, Local Government, Economic Development, Government, Public Administration, Public Policy, Public Speaking, Budgets, Event Planning, Community Outreach, Fundraising, Public Relations, Managerial Finance, Policy Analysis, Policy, Zoning, Leadership, People Skills, Community Development, Project Planning, Nonprofits, Municipalities, Program Management, Organizational..., Land Use, Entitlements, Urban Planning, Grants, Redevelopment, Committment, Crisis Management, Management, Land Use Planning, Grant Writing, Emergency Planning, Public Safety, Critical Thinking, Public Affairs, Emergency Management, Team Building, Research, Strategy, Leadership Development
Education
Harvard University 2006 — 2008
CEM, Environmental Management/Sustainability
The University of Texas at Arlington 2003 — 2005
MPA, Public Administration
Tarleton State University 1996 — 1999
BBA/BS, Finance/Economics
Haltom High 1990 — 1994
Advanced Diploma with Honors, Advanced Diploma with Honors
City of Kyle, TX September 2006 - Present
City of Kyle February 2011 - May 2011
City of Kyle April 2010 - January 2011
City of Ennis, TX November 2003 - September 2006
City of Burleson 2003 - 2004
American Express Financial Advisors November 1997 - May 2002
Skills
Strategic Planning, Financial Management, Human Relations, City Management, Sustainability, Public Works, Water Quality, System Administration, Local Government, Economic Development, Government, Public Administration, Public Policy, Public Speaking, Budgets, Event Planning, Community Outreach, Fundraising, Public Relations, Managerial Finance, Policy Analysis, Policy, Zoning, Leadership, People Skills, Community Development, Project Planning, Nonprofits, Municipalities, Program Management, Organizational..., Land Use, Entitlements, Urban Planning, Grants, Redevelopment, Committment, Crisis Management, Management, Land Use Planning, Grant Writing, Emergency Planning, Public Safety, Critical Thinking, Public Affairs, Emergency Management, Team Building, Research, Strategy, Leadership Development
Education
Harvard University 2006 — 2008
CEM, Environmental Management/Sustainability
The University of Texas at Arlington 2003 — 2005
MPA, Public Administration
Tarleton State University 1996 — 1999
BBA/BS, Finance/Economics
Haltom High 1990 — 1994
Advanced Diploma with Honors, Advanced Diploma with Honors
Jill Retrum Jill Retrum's American Express Financial Advisors Experience October 1995 - May 2004
Job Accountant at Merced Capital
Industry Financial Services
Experience
Merced Capital (formerly EBF & Associates) July 2014 - Present
Wayzata Investment Partners May 2004 - June 2014
American Express Financial Advisors October 1995 - May 2004
The Gap June 1993 - October 1995
Skills
Investments, Fund..., Private Equity, Hedge Funds, Valuation, Project Management, Management, Portia, Microsoft Excel, Microsoft Word, Financial Accounting, Foreign Currency..., Employee Training, Finance, Due Diligence, Financial Modeling, Leadership, Portfolio Management, Financial Reporting, Process Improvement, Accounting, Financial Analysis, Corporate Finance, Analysis, Business Analysis, Account Reconciliation, Mutual Funds, Alternative Investments
Education
Iowa State University
BS, Business
Merced Capital (formerly EBF & Associates) July 2014 - Present
Wayzata Investment Partners May 2004 - June 2014
American Express Financial Advisors October 1995 - May 2004
The Gap June 1993 - October 1995
Skills
Investments, Fund..., Private Equity, Hedge Funds, Valuation, Project Management, Management, Portia, Microsoft Excel, Microsoft Word, Financial Accounting, Foreign Currency..., Employee Training, Finance, Due Diligence, Financial Modeling, Leadership, Portfolio Management, Financial Reporting, Process Improvement, Accounting, Financial Analysis, Corporate Finance, Analysis, Business Analysis, Account Reconciliation, Mutual Funds, Alternative Investments
Education
Iowa State University
BS, Business
Charlene DeWitt Charlene DeWitt's American Express Financial Advisors Experience July 1993 - January 2005
Job Gift Planning Officer at American Red Cross
Industry Fund-Raising
Experience
American Red Cross October 2012 - Present
The Episcopal Diocese of Kansas 2006 - 2012
The Episcopal Church Foundation January 2005 - April 2006
American Express Financial Advisors July 1993 - January 2005
Skills
Stewardship, Volunteer Management, Community Outreach, Nonprofits, Fundraising, Non-profit..., Public Speaking, Grant Writing, Program Development, Leadership Development, Grants, Philanthropy, Estate Planning, Planned Giving, Budgets, Annual Giving, Preaching, Non-profits, Board Development, Event Management, Strategic Planning, Event Planning
Education
University of Nebraska-Lincoln 1992 — 1993
Public Administration
Hastings College 1989 — 1992
Bachelor of Arts (B.A.), Politcal Science and Economics, Graduated with Distinction
American Red Cross October 2012 - Present
The Episcopal Diocese of Kansas 2006 - 2012
The Episcopal Church Foundation January 2005 - April 2006
American Express Financial Advisors July 1993 - January 2005
Skills
Stewardship, Volunteer Management, Community Outreach, Nonprofits, Fundraising, Non-profit..., Public Speaking, Grant Writing, Program Development, Leadership Development, Grants, Philanthropy, Estate Planning, Planned Giving, Budgets, Annual Giving, Preaching, Non-profits, Board Development, Event Management, Strategic Planning, Event Planning
Education
University of Nebraska-Lincoln 1992 — 1993
Public Administration
Hastings College 1989 — 1992
Bachelor of Arts (B.A.), Politcal Science and Economics, Graduated with Distinction
Kim Hirsch Kim Hirsch's American Express Financial Advisors Experience 1998 - 2002
Job Crisis Response Manager at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Target March 2011 - February 2015
American Express 2008 - March 2011
American Express 2006 - 2008
Cenveo 2002 - 2006
American Express Financial Advisors 1998 - 2002
FEDERAL CARTRIDGE COMPANY 1998 - 2002
Skills
Vendor Management, Project Management, Account Management, Process Improvement, Change Management, Program Management, Business Continuity, Team Leadership, Risk Management, Business Analysis, Cross-functional Team..., Management, Disaster Recovery, Strategic Planning, Business Process..., Customer Service, Operations Management, Training, Business Resilience, Procurement, Strategy, CRM, Budgets, Outsourcing, Performance Management, Business Process, Governance
Education
Hamline University 1988 — 1992
BACHELOR OF ARTS, Management and Political Science
Ameriprise Financial Services, Inc. March 2015 - Present
Target March 2011 - February 2015
American Express 2008 - March 2011
American Express 2006 - 2008
Cenveo 2002 - 2006
American Express Financial Advisors 1998 - 2002
FEDERAL CARTRIDGE COMPANY 1998 - 2002
Skills
Vendor Management, Project Management, Account Management, Process Improvement, Change Management, Program Management, Business Continuity, Team Leadership, Risk Management, Business Analysis, Cross-functional Team..., Management, Disaster Recovery, Strategic Planning, Business Process..., Customer Service, Operations Management, Training, Business Resilience, Procurement, Strategy, CRM, Budgets, Outsourcing, Performance Management, Business Process, Governance
Education
Hamline University 1988 — 1992
BACHELOR OF ARTS, Management and Political Science
Candi Montesa's American Express Financial Advisors Experience 2002 - 2003
Job Extraordinary Mommy
Industry Insurance
Experience
The Montesa Family June 2011 - Present
Triad Employment Solutions June 2010 - June 2011
NAA November 2009 - May 2010
Hantz Group May 2006 - January 2009
UBS 2003 - 2005
American Express Financial Advisors 2002 - 2003
Skills
Highly Adaptable, Highly Organized, Very energetic, Able To Work Under..., Able To Multi-task
Education
High Point University 1999 — 2002
BS, Finance/Economics
Queens University of Charlotte 1998 — 1999
NA, Nursing
The Montesa Family June 2011 - Present
Triad Employment Solutions June 2010 - June 2011
NAA November 2009 - May 2010
Hantz Group May 2006 - January 2009
UBS 2003 - 2005
American Express Financial Advisors 2002 - 2003
Skills
Highly Adaptable, Highly Organized, Very energetic, Able To Work Under..., Able To Multi-task
Education
High Point University 1999 — 2002
BS, Finance/Economics
Queens University of Charlotte 1998 — 1999
NA, Nursing
Alex Shenberg's American Express Financial Advisors Experience 2002 - 2003
Job International Business, Infrastructure Projects in Mexico, International Media, Senior Private Banker, Portfolio Manager
Industry Financial Services
Experience
Citigold International- International Personal Banking July 2007 - December 2011
Citibank N.A. 2003 - 2007
American Express Financial Advisors 2002 - 2003
Morgan Stanley Dean Witter October 1992 - February 1998
Skills
Bilingual..., Business Experience in..., Business Exoerience in..., Multilingual, Private Banking, International Personal..., International Business, International Sales, New Business Development, Customer Relations, Wealth Management, Financial Planning, Lines Of Credit, Series 7, Asset Management, Mexico, Infrastructure Projects..., Portfolio Management, Retirement Planning, Compliance, Loans, Credit, Hedge Funds, Alternative Investments, Fixed income, Private Equity, Investment Strategies, Investment Advisory, Mexican clients, Business Management, Financial Management, Spanish, Latin America, Banker, Private Banker, Certified Financial..., Financial Services, High Net Worth..., Banking, Relationship Management, Personal Banking, International Banking..., Offshore Banking, Personal Banker, Senior Relationship..., Senior Relationship..., Senior Relationship..., KYC, Affluent Market, Domestic Personal Banker
Education
CIM
CIM
Lee Hecht Harrison
Managing Your Search Project
New York University 1990 — 1992
Diploma, Certified Financial Planner (CFP)
Instituto Tecnológico Autónomo de México / ITAM
Diploma in Financial Management
Universidad Iberoamericana, Ciudad de México
B.A. in Business, Management/Finance, Licenciando en Administracion de Empresas
Citigold International- International Personal Banking July 2007 - December 2011
Citibank N.A. 2003 - 2007
American Express Financial Advisors 2002 - 2003
Morgan Stanley Dean Witter October 1992 - February 1998
Skills
Bilingual..., Business Experience in..., Business Exoerience in..., Multilingual, Private Banking, International Personal..., International Business, International Sales, New Business Development, Customer Relations, Wealth Management, Financial Planning, Lines Of Credit, Series 7, Asset Management, Mexico, Infrastructure Projects..., Portfolio Management, Retirement Planning, Compliance, Loans, Credit, Hedge Funds, Alternative Investments, Fixed income, Private Equity, Investment Strategies, Investment Advisory, Mexican clients, Business Management, Financial Management, Spanish, Latin America, Banker, Private Banker, Certified Financial..., Financial Services, High Net Worth..., Banking, Relationship Management, Personal Banking, International Banking..., Offshore Banking, Personal Banker, Senior Relationship..., Senior Relationship..., Senior Relationship..., KYC, Affluent Market, Domestic Personal Banker
Education
CIM
CIM
Lee Hecht Harrison
Managing Your Search Project
New York University 1990 — 1992
Diploma, Certified Financial Planner (CFP)
Instituto Tecnológico Autónomo de México / ITAM
Diploma in Financial Management
Universidad Iberoamericana, Ciudad de México
B.A. in Business, Management/Finance, Licenciando en Administracion de Empresas
Randall Schmit Randall Schmit's American Express Financial Advisors Experience January 1993 - January 2002
Job Batch Scheduling, within a enterprise environment
Industry Information Technology and Services
Experience
Atterro Human Capital Group October 2011 - March 2012
International Business Machines Inc May 2002 - June 2008
American Express Financial Advisors January 1993 - January 2002
American Express Financial Advisors January 1988 - January 1993
Education
Hennepin Technical College 1987 — 1987
Typing and Shorthand
Atterro Human Capital Group October 2011 - March 2012
International Business Machines Inc May 2002 - June 2008
American Express Financial Advisors January 1993 - January 2002
American Express Financial Advisors January 1988 - January 1993
Education
Hennepin Technical College 1987 — 1987
Typing and Shorthand
Thomas Tjaden Thomas Tjaden's American Express Financial Advisors Experience February 1995 - January 1999
Job Investment Advisor Representative at Financial Resource Advisors
Industry Financial Services
Experience
Financial Resource Advisors November 2007 - Present
CUNA Mutual Group February 1999 - November 2007
American Express Financial Advisors February 1995 - January 1999
Skills
Retirement Planning, Investments
Education
Iowa State University 1989 — 1992
BS, Institutional Management
North Iowa Area Community College 1987 — 1989
AA
Financial Resource Advisors November 2007 - Present
CUNA Mutual Group February 1999 - November 2007
American Express Financial Advisors February 1995 - January 1999
Skills
Retirement Planning, Investments
Education
Iowa State University 1989 — 1992
BS, Institutional Management
North Iowa Area Community College 1987 — 1989
AA
Jay Hatlestad, MBA Jay Hatlestad, MBA's American Express Financial Advisors Experience 1999 - 2001
Job Owner, Rampant Lion Bookkeeping, LLC
Industry Accounting
Experience
Rampant Lion Bookkeeping, LLC Chief Financial Officer
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1994 - 1999
American Express Financial Advisors 1986 - 1994
American Express Financial Advisors 1984 - 1986
American Express Financial Advisors 1979 - 1983
Skills
Small Business, Accounting, Bookkeeping, Access Database, Microsoft Excel, Microsoft Word, Program Management, Process Improvement, Business Analysis, Due Diligence, Strategic Planning, Business Planning, Investments, Microsoft SQL Server, Banking, ASP.NET 4.0, C# 4.0, Strategy, Tax, Management, Internal Audit, QuickBooks, Mutual Funds, Strategic Financial..., Financial Analysis
Education
University of St. Thomas 1981 — 1985
MBA, Finance
Gustavus Adolphus College 1975 — 1979
BA, Economics and Business
Rampant Lion Bookkeeping, LLC Chief Financial Officer
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1994 - 1999
American Express Financial Advisors 1986 - 1994
American Express Financial Advisors 1984 - 1986
American Express Financial Advisors 1979 - 1983
Skills
Small Business, Accounting, Bookkeeping, Access Database, Microsoft Excel, Microsoft Word, Program Management, Process Improvement, Business Analysis, Due Diligence, Strategic Planning, Business Planning, Investments, Microsoft SQL Server, Banking, ASP.NET 4.0, C# 4.0, Strategy, Tax, Management, Internal Audit, QuickBooks, Mutual Funds, Strategic Financial..., Financial Analysis
Education
University of St. Thomas 1981 — 1985
MBA, Finance
Gustavus Adolphus College 1975 — 1979
BA, Economics and Business
Matthew Barr, MBA's American Express Financial Advisors Experience February 2002 - September 2002
Job Senior Accountant at UnitedHealth Group
Industry Financial Services
Experience
Primerica July 2014 - Present
UnitedHealth Group March 2009 - Present
New England Animal Action, Inc January 2002 - Present
Covenant Financial Services January 2012 - July 2014
H&R Block December 2010 - April 2011
University of Massachusetts Amherst August 2003 - February 2009
UMass, Amherst October 2002 - August 2003
American Express Financial Advisors February 2002 - September 2002
Lester Halpern & Company June 2001 - December 2001
Springfield Wire, Inc September 2000 - December 2000
Skills
Accruals, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, PeopleSoft, Accounting, Access, Excel, Word, Financial Analysis, Data Analysis, Financial Reporting, Financial Planning, Customer Relations, Cash Management, Budget Preparation, Hiring, Reconciliation, Microsoft Office, P&L, Procurement, Expenses, Balance, Essbase, Fixed Assets, Spreadsheets, Audit, Auditing, Tax, Budgeting, Cash Flow, Forecasting, Bookkeeping, Journal Entries, Cost Accounting, GAAP, Variance Analysis, Financial Accounting, PowerPoint, Hyperion, Outlook, Process Improvement, Supervisory Skills, Financial Management, Analysis, Preparation, Customer Service, Microsoft Word, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
Master's Degree, Business Administration
Western New England College 1999 — 2001
Bachelor's Degree, Business Administration
Springfield Technical Community College 1997 — 1999
Associate's Degree, Business Administration
Primerica July 2014 - Present
UnitedHealth Group March 2009 - Present
New England Animal Action, Inc January 2002 - Present
Covenant Financial Services January 2012 - July 2014
H&R Block December 2010 - April 2011
University of Massachusetts Amherst August 2003 - February 2009
UMass, Amherst October 2002 - August 2003
American Express Financial Advisors February 2002 - September 2002
Lester Halpern & Company June 2001 - December 2001
Springfield Wire, Inc September 2000 - December 2000
Skills
Accruals, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, PeopleSoft, Accounting, Access, Excel, Word, Financial Analysis, Data Analysis, Financial Reporting, Financial Planning, Customer Relations, Cash Management, Budget Preparation, Hiring, Reconciliation, Microsoft Office, P&L, Procurement, Expenses, Balance, Essbase, Fixed Assets, Spreadsheets, Audit, Auditing, Tax, Budgeting, Cash Flow, Forecasting, Bookkeeping, Journal Entries, Cost Accounting, GAAP, Variance Analysis, Financial Accounting, PowerPoint, Hyperion, Outlook, Process Improvement, Supervisory Skills, Financial Management, Analysis, Preparation, Customer Service, Microsoft Word, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
Master's Degree, Business Administration
Western New England College 1999 — 2001
Bachelor's Degree, Business Administration
Springfield Technical Community College 1997 — 1999
Associate's Degree, Business Administration
Stephen Molen Stephen Molen's American Express Financial Advisors Experience 1998 - 2001
Job Managing Partner at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2001 - Present
Thrivent Financial 2001 - 2013
Thrivent Financial 2001 - 2013
American Express Financial Advisors 1998 - 2001
Flagship Athletic Club 1990 - 1998
Education
Gustavus Adolphus College 1985 — 1990
Political science and history
Thrivent Financial 2001 - Present
Thrivent Financial 2001 - 2013
Thrivent Financial 2001 - 2013
American Express Financial Advisors 1998 - 2001
Flagship Athletic Club 1990 - 1998
Education
Gustavus Adolphus College 1985 — 1990
Political science and history
Ray Thompson Ray Thompson's American Express Financial Advisors Experience March 1999 - August 2000
Job Sr. Business Process Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Northern Trust August 2008 - December 2012
Northern Trust December 2004 - July 2008
Northern Trust April 2003 - November 2004
Northern Trust September 2000 - March 2003
American Express Financial Advisors March 1999 - August 2000
Skills
Process Improvement, Mutual Funds, Fixed Income, ETFs, Securities, Compliance, Customer Service, Coaching, Microsoft Office, Team Leadership, Change Management, Financial Planning, Excel, Product Development, Problem Solving, Business Analysis, Team Building, Team Management, Lotus Notes, Organization, Time Management, Data Analysis, Data Mining, Series 7, Series 66, Series 26, Management, Risk Management, Portfolio Management, Asset Allocation, FINRA, Finance
Education
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and History
Thornwood High School 1992 — 1995
Northern Trust January 2012 - Present
Northern Trust August 2008 - December 2012
Northern Trust December 2004 - July 2008
Northern Trust April 2003 - November 2004
Northern Trust September 2000 - March 2003
American Express Financial Advisors March 1999 - August 2000
Skills
Process Improvement, Mutual Funds, Fixed Income, ETFs, Securities, Compliance, Customer Service, Coaching, Microsoft Office, Team Leadership, Change Management, Financial Planning, Excel, Product Development, Problem Solving, Business Analysis, Team Building, Team Management, Lotus Notes, Organization, Time Management, Data Analysis, Data Mining, Series 7, Series 66, Series 26, Management, Risk Management, Portfolio Management, Asset Allocation, FINRA, Finance
Education
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and History
Thornwood High School 1992 — 1995
Richard H Kolb, Jr, JD, CPA, CFP Richard H Kolb, Jr, JD, CPA, CFP's American Express Financial Advisors Experience February 1992 - April 2005
Job Managing Partner at Inspirion Wealth Advisors, LLC
Industry Financial Services
Experience
Inspirion Wealth Advisors, LLC November 2012 - Present
Libertyville Financial Group, Ltd April 2005 - November 2012
LPL Financial April 2005 - November 2012
American Express Financial Advisors February 1992 - April 2005
Education
Loyola University Chicago School of Law 1985 — 1988
JD
Indiana University - Kelley School of Business 1981 — 1985
BS, Accounting
Inspirion Wealth Advisors, LLC November 2012 - Present
Libertyville Financial Group, Ltd April 2005 - November 2012
LPL Financial April 2005 - November 2012
American Express Financial Advisors February 1992 - April 2005
Education
Loyola University Chicago School of Law 1985 — 1988
JD
Indiana University - Kelley School of Business 1981 — 1985
BS, Accounting
Jason Milner Jason Milner's American Express Financial Advisors Experience January 2000 - December 2000
Job CAD Design Engineer
Industry Design
Experience
Schneider Electric.US October 2013 - Present
Jason Reed Milner Photography April 2011 - Present
Tuttle Railing Systems October 2007 - October 2013
Performance Sports Systems June 2002 - October 2007
Trane Co. February 2001 - September 2001
Odle McGuire Shook December 2000 - February 2001
American Express Financial Advisors January 2000 - December 2000
ASI 1995 - 1999
Skills
AutoCAD, Digital Photography, Event Photography, Music Programming, Audio Editing, Portrait Photography, Music Production, Songwriting, Program Management, CAD, Product Design, Drawing, Photoshop, Audio Engineering, Commercial Photography, Inventor, Architectural..., Microstation, Troubleshooting, Music Videos, Orchestral Music, GIS, Sheet Metal, Sound Mixing, Monitor Mixing, Lightroom, Piano Playing, HVAC, MIDI
Education
ITT Technical Institute-Indianapolis 1994 — 1996
Associate of Arts and Sciences (A.A.S.), CAD/CADD Drafting and/or Design Technology/Technician
Indiana State University 1993 — 1994
Fine/Studio Arts, General
Kansas City Art Institute 1992 — 1992
Photography
Schneider Electric.US October 2013 - Present
Jason Reed Milner Photography April 2011 - Present
Tuttle Railing Systems October 2007 - October 2013
Performance Sports Systems June 2002 - October 2007
Trane Co. February 2001 - September 2001
Odle McGuire Shook December 2000 - February 2001
American Express Financial Advisors January 2000 - December 2000
ASI 1995 - 1999
Skills
AutoCAD, Digital Photography, Event Photography, Music Programming, Audio Editing, Portrait Photography, Music Production, Songwriting, Program Management, CAD, Product Design, Drawing, Photoshop, Audio Engineering, Commercial Photography, Inventor, Architectural..., Microstation, Troubleshooting, Music Videos, Orchestral Music, GIS, Sheet Metal, Sound Mixing, Monitor Mixing, Lightroom, Piano Playing, HVAC, MIDI
Education
ITT Technical Institute-Indianapolis 1994 — 1996
Associate of Arts and Sciences (A.A.S.), CAD/CADD Drafting and/or Design Technology/Technician
Indiana State University 1993 — 1994
Fine/Studio Arts, General
Kansas City Art Institute 1992 — 1992
Photography
Chad Hunt Chad Hunt's American Express Financial Advisors Experience 1994 - 1997
Job Senior Regional Vice President at Griffin Capital Securities
Industry Real Estate
Experience
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
Erin Walker Durkee Erin Walker Durkee's American Express Financial Advisors Experience 2003 - 2005
Job Financial Services Compliance Supervisor FINRA Series 24, 7, 9, 10, 66, 53 and LAH Certifications
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Prudential Financial August 2015 - Present
New York Life Insurance Company March 2010 - July 2015
Ameriprise Financial March 2006 - October 2009
Miller, Allen and Associates 2004 - 2006
American Express Financial Advisors 2003 - 2005
Unisource 1996 - 2004
Skills
Microsoft Excel, Training, Leadership, Risk Management, Financial Planning, Strategic Financial..., Financial Services, Fixed Annuities, Retirement, Life Insurance
Education
Hood College
BA, Environmental Studies
Hood College
Bachelor of Arts (BA)
Diane Ruebling Diane Ruebling's American Express Financial Advisors Experience 1997 - 2002
Job Working with leaders and teams through executive coaching, planning and performance systems that work!
Industry Professional Training & Coaching
Experience
The Ruebling Group LLC April 2005 - Present
Thunderbird School of Global Management March 2011 - 2013
Overseas Private Investment Corporation November 2002 - July 2010
The MONY Group 2002 - 2004
American Express 1999 - 2004
American Express Financial Advisors 1997 - 2002
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Skills
Planning, Executive Coaching, Small Business, Strategic Planning, Leadership Development, Coaching, Business Planning, Strategic Financial..., Management Consulting, Financial Advisory, Entrepreneurship, Organizational..., Marketing Strategy, Leadership, Project Planning, Management, Recruiting, Business Strategy, Strategy, Public Relations, Change Management, Analysis, International Business, Nonprofits, Business Development, Financial Analysis, New Business Development, Training, Team Leadership, Executive Management, Mergers & Acquisitions, Start-ups, Risk Management, Team Building, Investments, Program Management, Finance, Process Improvement, Financial Services, Employee Benefits, Policy, Workshop Facilitation, Insurance, Budgets, Consulting, Due Diligence, Performance Management, Portfolio Management, Business Process..., Cross-functional Team...
Education
Iowa State University
B.S. and M.S.I.R., Industrial Relations
The Ruebling Group LLC April 2005 - Present
Thunderbird School of Global Management March 2011 - 2013
Overseas Private Investment Corporation November 2002 - July 2010
The MONY Group 2002 - 2004
American Express 1999 - 2004
American Express Financial Advisors 1997 - 2002
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Skills
Planning, Executive Coaching, Small Business, Strategic Planning, Leadership Development, Coaching, Business Planning, Strategic Financial..., Management Consulting, Financial Advisory, Entrepreneurship, Organizational..., Marketing Strategy, Leadership, Project Planning, Management, Recruiting, Business Strategy, Strategy, Public Relations, Change Management, Analysis, International Business, Nonprofits, Business Development, Financial Analysis, New Business Development, Training, Team Leadership, Executive Management, Mergers & Acquisitions, Start-ups, Risk Management, Team Building, Investments, Program Management, Finance, Process Improvement, Financial Services, Employee Benefits, Policy, Workshop Facilitation, Insurance, Budgets, Consulting, Due Diligence, Performance Management, Portfolio Management, Business Process..., Cross-functional Team...
Education
Iowa State University
B.S. and M.S.I.R., Industrial Relations
Dixie LoCicero Dixie LoCicero's American Express Financial Advisors Experience October 1998 - May 2001
Job Independent Insurance Agent at American Senior Benefits
Industry Insurance
Experience
AON HEWITT NAVIGATORS August 2011 - Present
HealthMarkets March 2015 - July 2015
Aon Hewitt August 2011 - April 2015
HealthMarkets 2015 - 2015
First American Funding Company LLC 2010 - 2011
State Farm Insurance June 2009 - September 2010
MetLife February 2008 - June 2009
American Express Financial Advisors October 1998 - May 2001
Skills
Customer Relations, Annuities, Insurance, Retirement, Employee Benefits, Customer Service, Sales, Health Insurance, Fixed Annuities, Training, Coaching, Management, Leadership, Call Centers, 401k, Medicare, Term Life Insurance, Life Insurance, Disability Insurance, Account Management, HRIS, Defined Benefit, Customer Satisfaction, Performance Management, Human Resources, Team Building, COBRA, Recruiting, Vendor Management, Benefits Administration, Medicare Part D, Property & Casualty..., Long-term Care, Selling, Health Savings Accounts, Retirement Plan..., Mutual Funds, Brokers, Retirement Planning, Workers Compensation, Pension Administration
Education
Harper College 2004 — 2006
Associate's degree
AON HEWITT NAVIGATORS August 2011 - Present
HealthMarkets March 2015 - July 2015
Aon Hewitt August 2011 - April 2015
HealthMarkets 2015 - 2015
First American Funding Company LLC 2010 - 2011
State Farm Insurance June 2009 - September 2010
MetLife February 2008 - June 2009
American Express Financial Advisors October 1998 - May 2001
Skills
Customer Relations, Annuities, Insurance, Retirement, Employee Benefits, Customer Service, Sales, Health Insurance, Fixed Annuities, Training, Coaching, Management, Leadership, Call Centers, 401k, Medicare, Term Life Insurance, Life Insurance, Disability Insurance, Account Management, HRIS, Defined Benefit, Customer Satisfaction, Performance Management, Human Resources, Team Building, COBRA, Recruiting, Vendor Management, Benefits Administration, Medicare Part D, Property & Casualty..., Long-term Care, Selling, Health Savings Accounts, Retirement Plan..., Mutual Funds, Brokers, Retirement Planning, Workers Compensation, Pension Administration
Education
Harper College 2004 — 2006
Associate's degree
Monica Miller, CAIA's American Express Financial Advisors Experience March 1998 - November 1999
Job
Industry Investment Banking
Experience
Ambata Capital Partners June 2008 - Present
Gyre Capital Management May 2007 - November 2009
Golden Gate Financial Group November 1999 - April 2007
American Express Financial Advisors March 1998 - November 1999
Skills
Portfolio Management, Due Diligence, Investments, Securities, Hedge Funds, Venture Capital, Analysis, Finance, Prime Brokerage, Equities, Capital Markets, Management
Education
College of Business, University of Tennesse 1993 — 1997
BS - cum laude
Ambata Capital Partners June 2008 - Present
Gyre Capital Management May 2007 - November 2009
Golden Gate Financial Group November 1999 - April 2007
American Express Financial Advisors March 1998 - November 1999
Skills
Portfolio Management, Due Diligence, Investments, Securities, Hedge Funds, Venture Capital, Analysis, Finance, Prime Brokerage, Equities, Capital Markets, Management
Education
College of Business, University of Tennesse 1993 — 1997
BS - cum laude
Scott Lauer Scott Lauer's American Express Financial Advisors Experience April 2000 - June 2002
Job Registered Representative at Verdeo Financial
Industry Financial Services
Experience
Verdeo Financial October 2007 - Present
Michigan Alumni Club of Fort Wayne 2006 - Present
Danusis-Bodine and Associates June 2002 - October 2007
American Express Financial Advisors April 2000 - June 2002
Skills
Investments, 401k, Securities, Wealth Management, Retirement, Insurance, Mutual Funds, Fixed Annuities, Finance, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Disability Insurance, Options, Financial Modeling, Wealth, Asset Management, Long-term Care, Equities, Financial Risk, Term Life Insurance, Loans, Small Business, Personal Finance, Financial Analysis, Credit, Tax
Education
Indiana University—Purdue University Fort Wayne 1992 — 1996
B.S. Business, Management / Marketing
University of Michigan 1990 — 1992
Mechanical Engineering
Verdeo Financial October 2007 - Present
Michigan Alumni Club of Fort Wayne 2006 - Present
Danusis-Bodine and Associates June 2002 - October 2007
American Express Financial Advisors April 2000 - June 2002
Skills
Investments, 401k, Securities, Wealth Management, Retirement, Insurance, Mutual Funds, Fixed Annuities, Finance, Estate Planning, Series 7, Asset Allocation, Portfolio Management, Disability Insurance, Options, Financial Modeling, Wealth, Asset Management, Long-term Care, Equities, Financial Risk, Term Life Insurance, Loans, Small Business, Personal Finance, Financial Analysis, Credit, Tax
Education
Indiana University—Purdue University Fort Wayne 1992 — 1996
B.S. Business, Management / Marketing
University of Michigan 1990 — 1992
Mechanical Engineering
Thomas J Malan P.A. GRI MBA Thomas J Malan P.A. GRI MBA's American Express Financial Advisors Experience May 2003 - February 2004
Job Realtor at Kensington and Company
Industry Real Estate
Experience
Kensington and Company March 2015 - Present
The Keyes Company March 2013 - March 2015
Primerica April 2013 - October 2014
The Storick Group April 2012 - September 2012
The Malan Agency February 2012 - April 2012
Merrill Lynch PF&S February 2004 - June 2011
Red Lime Products Inc May 2005 - December 2010
American Express Financial Advisors May 2003 - February 2004
Northwestern Mutual Financial Network July 2002 - May 2003
AOL May 1995 - January 2001
Skills
Series 7, Retirement, 401k, Investments, Call Center, Series 9, Series 10, Series 66, Term Life Insurance, Whole Life, Annuities, Inventor, Entrepreneur, Uniform Combined State..., Real Estate, Property Management, Licensed Community..., Real Estate License, Commercial Real Estate, MBA, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, IRAs, Training, Wealth Management, Coaching, Customer Service, FHA, Bonds, Securities, Insurance, Sales, Marketing, Investment Advisory, Asset Allocation, Disability Insurance, Fixed Annuities, Asset Management, Leadership, Investment Strategies, Investment Properties, Short Sales, Management, Team Leadership, Team Building, Finance, Microsoft Office
Education
Jacksonville University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 2001 — 2003
Bachelor of Business Administration (BBA), Financial Services
Kensington and Company March 2015 - Present
The Keyes Company March 2013 - March 2015
Primerica April 2013 - October 2014
The Storick Group April 2012 - September 2012
The Malan Agency February 2012 - April 2012
Merrill Lynch PF&S February 2004 - June 2011
Red Lime Products Inc May 2005 - December 2010
American Express Financial Advisors May 2003 - February 2004
Northwestern Mutual Financial Network July 2002 - May 2003
AOL May 1995 - January 2001
Skills
Series 7, Retirement, 401k, Investments, Call Center, Series 9, Series 10, Series 66, Term Life Insurance, Whole Life, Annuities, Inventor, Entrepreneur, Uniform Combined State..., Real Estate, Property Management, Licensed Community..., Real Estate License, Commercial Real Estate, MBA, Strategic Financial..., Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, IRAs, Training, Wealth Management, Coaching, Customer Service, FHA, Bonds, Securities, Insurance, Sales, Marketing, Investment Advisory, Asset Allocation, Disability Insurance, Fixed Annuities, Asset Management, Leadership, Investment Strategies, Investment Properties, Short Sales, Management, Team Leadership, Team Building, Finance, Microsoft Office
Education
Jacksonville University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 2001 — 2003
Bachelor of Business Administration (BBA), Financial Services
Finlay S. Mungall, CFA Finlay S. Mungall, CFA's American Express Financial Advisors Experience 2004 - 2004
Job Financial Analyst at the Federal Aviation Administration (FAA), Washington DC Headquarters
Industry Investment Management
Experience
Federal Aviation Administration (FAA) August 2011 - Present
Vanguard Investments Singapore August 2009 - September 2009
The Vanguard Group November 2005 - July 2008
The Vanguard Group December 2004 - November 2005
University of Pennsylvania August 2000 - May 2004
American Express Financial Advisors 2004 - 2004
University of Pennsylvania 2003 - 2003
Skills
VBA Scripting/Macros, SAS, SPSS, R, Excel, Word, Access, PowerPoint, Performance Reporting, JMP, SQL, Crystal Ball, HTML, Bloomberg, Portfolio Management, Microsoft Excel, Mutual Funds, Financial Services
Education
Peking University 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance, Investment Management, Chinese, Astronomy
HKUST Business School 2002 — 2002
Study Abroad, Finance, Chinese
Bay High School, Panama City Florida 1996 — 2000
Federal Aviation Administration (FAA) August 2011 - Present
Vanguard Investments Singapore August 2009 - September 2009
The Vanguard Group November 2005 - July 2008
The Vanguard Group December 2004 - November 2005
University of Pennsylvania August 2000 - May 2004
American Express Financial Advisors 2004 - 2004
University of Pennsylvania 2003 - 2003
Skills
VBA Scripting/Macros, SAS, SPSS, R, Excel, Word, Access, PowerPoint, Performance Reporting, JMP, SQL, Crystal Ball, HTML, Bloomberg, Portfolio Management, Microsoft Excel, Mutual Funds, Financial Services
Education
Peking University 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance, Investment Management, Chinese, Astronomy
HKUST Business School 2002 — 2002
Study Abroad, Finance, Chinese
Bay High School, Panama City Florida 1996 — 2000
Michael Skay Michael Skay's American Express Financial Advisors Experience August 2001 - December 2002
Job I work with HR & CSuite professionals at national companies to offer Alliant Credit Union as a personal finance benefit
Industry Banking
Experience
Alliant Credit Union July 2014 - Present
Alliant Credit Union January 2013 - July 2014
Sun East Federal Credit Union September 2010 - January 2013
Sun East Federal Credit Union January 2005 - August 2010
Wachovia Bank January 2003 - December 2004
American Express Financial Advisors August 2001 - December 2002
Arlington Capital Mortgage Company 2000 - 2001
Equity One Mortgage 1999 - 2000
Atlantic Credit Union May 1996 - April 1999
Skills
Credit, Financial Planning, Public Speaking, Business Development, Personal Finance, Business Banking, Banking, Blogging, Relationship Development, Credit Unions, Inter-personal, Loans, Strategic Financial..., Finance, Commercial Banking, Consumer Lending, Training, Employee Benefits, Investments, Relationship Management, Financial Services, Budgets, CRM, Commercial Lending, Business Planning, Customer Service, Small Business Lending, Human Resources, Risk Management, Leadership, New Business Development, Credit Analysis, Retail Banking, Insurance, Coaching, Underwriting, Customer Retention, Mortgage Lending, Cross Selling, Strategic Planning, Building Relationships, Sales, Process Improvement
Education
Immaculata University 2006 — 2008
Bachelor's, Finance Management
West Chester University of Pennsylvania 1997 — 1998
English
Academy Park High School 1990 — 1994
Alliant Credit Union July 2014 - Present
Alliant Credit Union January 2013 - July 2014
Sun East Federal Credit Union September 2010 - January 2013
Sun East Federal Credit Union January 2005 - August 2010
Wachovia Bank January 2003 - December 2004
American Express Financial Advisors August 2001 - December 2002
Arlington Capital Mortgage Company 2000 - 2001
Equity One Mortgage 1999 - 2000
Atlantic Credit Union May 1996 - April 1999
Skills
Credit, Financial Planning, Public Speaking, Business Development, Personal Finance, Business Banking, Banking, Blogging, Relationship Development, Credit Unions, Inter-personal, Loans, Strategic Financial..., Finance, Commercial Banking, Consumer Lending, Training, Employee Benefits, Investments, Relationship Management, Financial Services, Budgets, CRM, Commercial Lending, Business Planning, Customer Service, Small Business Lending, Human Resources, Risk Management, Leadership, New Business Development, Credit Analysis, Retail Banking, Insurance, Coaching, Underwriting, Customer Retention, Mortgage Lending, Cross Selling, Strategic Planning, Building Relationships, Sales, Process Improvement
Education
Immaculata University 2006 — 2008
Bachelor's, Finance Management
West Chester University of Pennsylvania 1997 — 1998
English
Academy Park High School 1990 — 1994
Nikki Cozart, RRS, e-PRO, HOD Agent's American Express Financial Advisors Experience September 1992 - March 1998
Job REALTOR, Howard Hanna Real Estate
Industry Real Estate
Experience
Howard Hanna Real Estate August 1998 - Present
American Express Financial Advisors September 1992 - March 1998
Skills
Condos, Relocation, Sellers, Real Estate, Resellers, Relocation Buyers, National Association of..., e-PRO, Corporate Relocation, ABR, Commercial Real Estate, Listings, Move Up Buyers
Education
Youngstown State University 1993 — 1995
Associate in Applied Science, Computer and Information Sciences, General
Hondros College
License Certification, Real Estate
Howard Hanna Real Estate August 1998 - Present
American Express Financial Advisors September 1992 - March 1998
Skills
Condos, Relocation, Sellers, Real Estate, Resellers, Relocation Buyers, National Association of..., e-PRO, Corporate Relocation, ABR, Commercial Real Estate, Listings, Move Up Buyers
Education
Youngstown State University 1993 — 1995
Associate in Applied Science, Computer and Information Sciences, General
Hondros College
License Certification, Real Estate
Adnan Momin's American Express Financial Advisors Experience June 2002 - November 2004
Job Director of Business Development at Koar Group
Industry Financial Services
Experience
Koar Group March 2015 - Present
Manhattan Professional Group March 2009 - May 2011
New York Life Investment Management March 2006 - May 2008
UPS March 2005 - December 2005
American Express Financial Advisors June 2002 - November 2004
Skills
Auditing, Competitive Analysis, Finance, Financial Accounting, Financial Analysis, Financial Services, Marketing, Mergers, QuickBooks, Risk Management, Tax, Management, Internal Audit
Education
Mount Saint Mary College 2007 — 2011
MBA, Business Management and Administration
Iona College 1988 — 2002
B.A., Economics
Koar Group March 2015 - Present
Manhattan Professional Group March 2009 - May 2011
New York Life Investment Management March 2006 - May 2008
UPS March 2005 - December 2005
American Express Financial Advisors June 2002 - November 2004
Skills
Auditing, Competitive Analysis, Finance, Financial Accounting, Financial Analysis, Financial Services, Marketing, Mergers, QuickBooks, Risk Management, Tax, Management, Internal Audit
Education
Mount Saint Mary College 2007 — 2011
MBA, Business Management and Administration
Iona College 1988 — 2002
B.A., Economics
Dave Burris-Brown Dave Burris-Brown's American Express Financial Advisors Experience 1989 - 1994
Job Sr. Software Engineer at MediaBeacon
Industry Computer Software
Experience
MediaBeacon 2012 - Present
Adobe Systems Incorporated 2008 - 2011
Adobe Systems Incorporated 2004 - 2008
Adobe Systems Incorporated 1998 - 2004
Solid Logic Computer Solutions, Inc. 1995 - 1998
The Pillsbury Company 1992 - 1994
American Express Financial Advisors 1989 - 1994
University of Minnesota 1985 - 1989
Center for Computer-Assisted Legal Instruction 1983 - 1985
Skills
Perl, Tomcat, Flex, XML, Agile Methodologies, JavaScript, Ant, Maven, Eclipse, Java, JSP, C++, Java Enterprise Edition, Web Applications, Unix, Visual Studio
Education
University of St. Thomas 1989 — 1992
MS, Software Engineering
Grinnell College 1981 — 1985
BA, Math, Computer Science
Kellogg
MediaBeacon 2012 - Present
Adobe Systems Incorporated 2008 - 2011
Adobe Systems Incorporated 2004 - 2008
Adobe Systems Incorporated 1998 - 2004
Solid Logic Computer Solutions, Inc. 1995 - 1998
The Pillsbury Company 1992 - 1994
American Express Financial Advisors 1989 - 1994
University of Minnesota 1985 - 1989
Center for Computer-Assisted Legal Instruction 1983 - 1985
Skills
Perl, Tomcat, Flex, XML, Agile Methodologies, JavaScript, Ant, Maven, Eclipse, Java, JSP, C++, Java Enterprise Edition, Web Applications, Unix, Visual Studio
Education
University of St. Thomas 1989 — 1992
MS, Software Engineering
Grinnell College 1981 — 1985
BA, Math, Computer Science
Kellogg
James Hiter James Hiter's American Express Financial Advisors Experience 2000 - 2004
Job Franchise Field Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2004 - Present
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 1993 - 2004
American Express Financial Advisors 1996 - 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Financial Advisory, Series 63, Estate Planning, Investments, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Insurance, Financial Services, 401k, Uniform Combined State..., Portfolio Management, Series 24
Education
James Madison University 1987 — 1991
BS, Communication
Ameriprise Financial 2004 - Present
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 1993 - 2004
American Express Financial Advisors 1996 - 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Financial Advisory, Series 63, Estate Planning, Investments, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Insurance, Financial Services, 401k, Uniform Combined State..., Portfolio Management, Series 24
Education
James Madison University 1987 — 1991
BS, Communication
Gary G. Harper's American Express Financial Advisors Experience March 1984 - July 1994
Job Certified Financial Planner
Industry Financial Services
Experience
In Career Transition January 2010 - Present
Ameriprise Financial Services July 1994 - January 2010
American Express Financial Advisors March 1984 - July 1994
Investors Diversified Services October 1980 - March 1984
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Series 7, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Customer Relations, Series 63, Estate Planning, Alternative Investments, Sales Management, Team Building, 401k, Negotiation, Problem Solving, Insurance, Financial Modeling, Securities, Customer Service, Equities, Long Term Care, Valuation, Risk Management, Disability Insurance, Small Business, Financial Services
Education
Indiana University - Kelley School of Business 1967 — 1971
Bachelor of Science, Finance
Indiana University Bloomington 1967 — 1971
Bachelor of Science, Finance
In Career Transition January 2010 - Present
Ameriprise Financial Services July 1994 - January 2010
American Express Financial Advisors March 1984 - July 1994
Investors Diversified Services October 1980 - March 1984
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Series 7, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Customer Relations, Series 63, Estate Planning, Alternative Investments, Sales Management, Team Building, 401k, Negotiation, Problem Solving, Insurance, Financial Modeling, Securities, Customer Service, Equities, Long Term Care, Valuation, Risk Management, Disability Insurance, Small Business, Financial Services
Education
Indiana University - Kelley School of Business 1967 — 1971
Bachelor of Science, Finance
Indiana University Bloomington 1967 — 1971
Bachelor of Science, Finance
Jarrett B. Topel, CFP®, MSFP Jarrett B. Topel, CFP®, MSFP's American Express Financial Advisors Experience September 1999 - November 2002
Job Wealth Manager/CERTIFIED FINANCIAL PLANNER at Topel & DiStasi Wealth Management
Industry Financial Services
Experience
Topel & DiStasi Wealth Management December 2009 - Present
Golden Gate University June 2009 - Present
Ameriprise Financial Services, Inc. November 2002 - December 2009
American Express Financial Advisors September 1999 - November 2002
Skills
Financial Planning, Wealth Management, Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Investment Management, Socially Responsible..., Education Funding, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Financial Services, Investment Advisory, 401k, Investments, Asset Allocation, Certified Financial..., Finance, Securities, Estate Planning, Mutual Funds, Series 7, Personal Finance
Education
Golden Gate University 2005 — 2008
Masters of Science in Financial Planning, Financial Planning
University of California, Berkeley 1997 — 2000
Certified Financial Planner, Personal Financial Planning
San Francisco State University 1995 — 1998
Bachelor of Science in Finance, Finance
Topel & DiStasi Wealth Management December 2009 - Present
Golden Gate University June 2009 - Present
Ameriprise Financial Services, Inc. November 2002 - December 2009
American Express Financial Advisors September 1999 - November 2002
Skills
Financial Planning, Wealth Management, Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Investment Management, Socially Responsible..., Education Funding, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Financial Services, Investment Advisory, 401k, Investments, Asset Allocation, Certified Financial..., Finance, Securities, Estate Planning, Mutual Funds, Series 7, Personal Finance
Education
Golden Gate University 2005 — 2008
Masters of Science in Financial Planning, Financial Planning
University of California, Berkeley 1997 — 2000
Certified Financial Planner, Personal Financial Planning
San Francisco State University 1995 — 1998
Bachelor of Science in Finance, Finance
Laura Golembieski, PHR's American Express Financial Advisors Experience January 1996 - May 1997
Job Director of Human Resources at Von Tobel Corporation
Industry Retail
Experience
Von Tobel Corporation October 2004 - Present
Tripp Lite June 1997 - October 2004
American Express Financial Advisors January 1996 - May 1997
Skills
Policy, Business Strategy, Benefits Administration, FMLA, Performance Management, Recruitment/Retention, Organizational..., Strategic Planning, Applicant Tracking..., Change Management, Employee Engagement, Coaching, Human Resources, Employee Relations, Leadership, Management, Leadership Development, Microsoft Office, Onboarding, Process Improvement, Recruiting, Risk Management, Sales, Talent Acquisition, Team Building, Temporary Placement, Training, Organizational..., Talent Management
Education
Indiana State University - School of Business
BS, Business Adm
Von Tobel Corporation October 2004 - Present
Tripp Lite June 1997 - October 2004
American Express Financial Advisors January 1996 - May 1997
Skills
Policy, Business Strategy, Benefits Administration, FMLA, Performance Management, Recruitment/Retention, Organizational..., Strategic Planning, Applicant Tracking..., Change Management, Employee Engagement, Coaching, Human Resources, Employee Relations, Leadership, Management, Leadership Development, Microsoft Office, Onboarding, Process Improvement, Recruiting, Risk Management, Sales, Talent Acquisition, Team Building, Temporary Placement, Training, Organizational..., Talent Management
Education
Indiana State University - School of Business
BS, Business Adm
Bill Mahoney Bill Mahoney's American Express Financial Advisors Experience October 1997 - November 2004
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Rockland Trust Company March 2009 - November 2014
Bridgewater Savings Bank September 2008 - March 2009
Bristol County Savings Bank October 2005 - October 2008
American Express Financial Advisors October 1997 - November 2004
Skills
Finance, Investment Advisory, FINRA, Fixed Income, Equities, Certified Financial..., Investment Strategies, Relationship Management, Pensions, Risk Management, 401k, Trust Services, Business Development
Education
Harvard University Graduate School of Education 1996 — 1997
Ed.M
University of Notre Dame 1990 — 1994
B.A.
TIAA-CREF November 2014 - Present
Rockland Trust Company March 2009 - November 2014
Bridgewater Savings Bank September 2008 - March 2009
Bristol County Savings Bank October 2005 - October 2008
American Express Financial Advisors October 1997 - November 2004
Skills
Finance, Investment Advisory, FINRA, Fixed Income, Equities, Certified Financial..., Investment Strategies, Relationship Management, Pensions, Risk Management, 401k, Trust Services, Business Development
Education
Harvard University Graduate School of Education 1996 — 1997
Ed.M
University of Notre Dame 1990 — 1994
B.A.
Katie Libbe, CRPC® Katie Libbe, CRPC®'s American Express Financial Advisors Experience 1985 - 2006
Job Vice President Consumer Marketing and Solutions at Allianz Life
Industry Financial Services
Experience
Allianz Life March 2009 - Present
Ameriprise Financial 1992 - 2007
American Express Financial Advisors 1985 - 2006
Skills
Awards, 2013 Top 50 Women in...
Education
University of Minnesota - Carlson School of Management 1987 — 1989
MBA, Finance
Illinois State University 1976 — 1980
B.A., Accounting and Business
Allianz Life March 2009 - Present
Ameriprise Financial 1992 - 2007
American Express Financial Advisors 1985 - 2006
Skills
Awards, 2013 Top 50 Women in...
Education
University of Minnesota - Carlson School of Management 1987 — 1989
MBA, Finance
Illinois State University 1976 — 1980
B.A., Accounting and Business
Michelle Elliott Michelle Elliott's American Express Financial Advisors Experience March 1996 - August 1996
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust October 2012 - Present
Northern Trust October 2007 - October 2012
Northern Trust February 2011 - June 2011
ABN AMRO / LaSalle Bank NA May 2000 - October 2007
TCF National Bank August 1996 - May 2000
American Express Financial Advisors March 1996 - August 1996
TCF Financial Corporation July 1995 - March 1996
TCF Financial Corporation February 1994 - July 1995
Farm Credit Leasing January 1991 - February 1994
Skills
Interest Rate Risk..., Basel II, Financial Reporting, Financial Analysis, Capital Budgeting, Regulatory Reporting, Program Management, Integration, Corporate Finance, Financial Regulation, Risk Management, Risk Assessment, Enterprise Risk..., Financial Management, Banking, Managerial Finance, Mergers & Acquisitions, Finance, Cash Management, Strategy, ALM, Accounting, Acquisition Integration, Business Process..., Strategic Financial..., Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Executive Education Program - A Complete Course in Risk Management
University of St. Thomas - Opus College of Business 1991 — 1997
MBA, Finance
Iowa State University - College of Business 1984 — 1989
BBA, Accounting
Northern Trust October 2012 - Present
Northern Trust October 2007 - October 2012
Northern Trust February 2011 - June 2011
ABN AMRO / LaSalle Bank NA May 2000 - October 2007
TCF National Bank August 1996 - May 2000
American Express Financial Advisors March 1996 - August 1996
TCF Financial Corporation July 1995 - March 1996
TCF Financial Corporation February 1994 - July 1995
Farm Credit Leasing January 1991 - February 1994
Skills
Interest Rate Risk..., Basel II, Financial Reporting, Financial Analysis, Capital Budgeting, Regulatory Reporting, Program Management, Integration, Corporate Finance, Financial Regulation, Risk Management, Risk Assessment, Enterprise Risk..., Financial Management, Banking, Managerial Finance, Mergers & Acquisitions, Finance, Cash Management, Strategy, ALM, Accounting, Acquisition Integration, Business Process..., Strategic Financial..., Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Executive Education Program - A Complete Course in Risk Management
University of St. Thomas - Opus College of Business 1991 — 1997
MBA, Finance
Iowa State University - College of Business 1984 — 1989
BBA, Accounting
Aubrey Lucas Castillo Aubrey Lucas Castillo's American Express Financial Advisors Experience July 1997 - January 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota June 2015 - Present
Minnesota Mining and Manufacturing (3M) / Experis June 2014 - June 2015
Medtronic June 2012 - October 2013
Private Contracting, Ant Re and ManPower November 2008 - May 2012
Ameriprise Financial Services, Inc. January 2000 - September 2005
American Express Financial Advisors July 1997 - January 2000
US Bank January 1993 - July 1997
Skills
Troubleshooting, SharePoint, Process Improvement, Business Analysis, Integration, Project Management, Program Management, Change Management, Management, Analysis, Microsoft Office, Vendor Management, Business Process
Education
Inver Hills Community College 2008 — 2009
CCNA, Cisco Certified Network Associate
Metropolitan State University 2006 — 2009
Bachelor of Science, Business Administration
Blue Cross and Blue Shield of Minnesota June 2015 - Present
Minnesota Mining and Manufacturing (3M) / Experis June 2014 - June 2015
Medtronic June 2012 - October 2013
Private Contracting, Ant Re and ManPower November 2008 - May 2012
Ameriprise Financial Services, Inc. January 2000 - September 2005
American Express Financial Advisors July 1997 - January 2000
US Bank January 1993 - July 1997
Skills
Troubleshooting, SharePoint, Process Improvement, Business Analysis, Integration, Project Management, Program Management, Change Management, Management, Analysis, Microsoft Office, Vendor Management, Business Process
Education
Inver Hills Community College 2008 — 2009
CCNA, Cisco Certified Network Associate
Metropolitan State University 2006 — 2009
Bachelor of Science, Business Administration
Edward Cole Edward Cole's American Express Financial Advisors Experience May 1994 - August 1997
Job Senior Manager at Ernst & Young
Industry Management Consulting
Experience
Financial Advantage Consulting September 2009 - December 2009
Archstone Consulting March 2006 - July 2009
Deloitte Consulting June 1999 - March 2006
Baxter Healthcare May 1998 - August 1998
American Express Financial Advisors May 1994 - August 1997
Skills
Business Intelligence, Hyperion Enterprise, Strategy, Strategic Financial..., Financial Services, Consolidation, SAP, Business Performance..., Banking, Cognos, Capital Budgeting, Public Sector, Business Planning, Financial Modeling, Forecasting, IT Strategy, Management Consulting, Process Improvement, Cross-functional Team..., ERP, Financial Reporting
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance and Information Systems
Hope College 1990 — 1994
Bachelors of the Arts, Economics, Business Administration
Financial Advantage Consulting September 2009 - December 2009
Archstone Consulting March 2006 - July 2009
Deloitte Consulting June 1999 - March 2006
Baxter Healthcare May 1998 - August 1998
American Express Financial Advisors May 1994 - August 1997
Skills
Business Intelligence, Hyperion Enterprise, Strategy, Strategic Financial..., Financial Services, Consolidation, SAP, Business Performance..., Banking, Cognos, Capital Budgeting, Public Sector, Business Planning, Financial Modeling, Forecasting, IT Strategy, Management Consulting, Process Improvement, Cross-functional Team..., ERP, Financial Reporting
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance and Information Systems
Hope College 1990 — 1994
Bachelors of the Arts, Economics, Business Administration
Heath Grossman, CFP® Heath Grossman, CFP®'s American Express Financial Advisors Experience April 2000 - March 2001
Job Financial Advisor at Johnson Brunetti
Industry Financial Services
Experience
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Matthew A. Sernau, AAMS®, CRPC®'s American Express Financial Advisors Experience May 2003 - March 2006
Job LPL Financial Advisor
Industry Investment Management
Experience
Lake Michigan Investment Services May 2012 - Present
Ameriprise Financial Services May 2003 - May 2012
American Express Financial Advisors May 2003 - March 2006
Education
Grand Valley State University 1999 — 2003
Bachelor, Business Administration
Lake Michigan Investment Services May 2012 - Present
Ameriprise Financial Services May 2003 - May 2012
American Express Financial Advisors May 2003 - March 2006
Education
Grand Valley State University 1999 — 2003
Bachelor, Business Administration
Jim Woolley, CFP®'s American Express Financial Advisors Experience May 1999 - August 2000
Job Certified Financial Planner at J Woolley Financial, Inc.
Industry Financial Services
Experience
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
Mary Komornicka Mary Komornicka's American Express Financial Advisors Experience April 1987 - March 2001
Job ERISA Attorney
Industry Law Practice
Experience
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
Larkin Hoffman Daly & Lindgren 2007 - Present
Internations Foundation of Employee Benefit Plans 2000 - Present
Hamline University Law School August 2009 - December 2011
WNK Consulting January 2004 - August 2006
M&I Bank March 2002 - December 2004
Richfield Bank & Trust March 2001 - March 2002
American Express Financial Advisors April 1987 - March 2001
Ameriprise Financial 1987 - 2001
IDS Financial Services 1987 - 1994
Pako Corporation 1978 - 1982
Skills
Legal Research, Mediation, Litigation, Public Speaking, Corporate Law, Employment Law, Securities, Insurance, Corporate Governance, Westlaw, 401k, Strategic Planning, Strategic Financial..., Fundraising, Financial Services, Policy, Civil Litigation, Investment Advisory
Education
Hamline University School of Law 2005 — 2008
JD
University of Virginia 1973 — 1975
MA, Political Science
The University of Chicago 1969 — 1972
AB, Political Science
Lima Senior High, Lima Ohio 1965 — 1969
Greg Link Greg Link's American Express Financial Advisors Experience 2003 - 2007
Job Manager Consulting at Cognizant Technology Solutions
Industry Management Consulting
Experience
Cognizant Technology Solutions September 2009 - Present
Pepperweed Consulting January 2008 - October 2009
TurnKey-Technology, LLC 2007 - 2008
Ameriprise Financial, Inc May 2004 - June 2007
American Express Financial Advisors 2003 - 2007
Ameriprise Financial Advisors 2003 - 2007
Education
Indiana State University 1978 — 1980
Sinclair Community College 1976 — 1978
A.S., Business Administration
Cognizant Technology Solutions September 2009 - Present
Pepperweed Consulting January 2008 - October 2009
TurnKey-Technology, LLC 2007 - 2008
Ameriprise Financial, Inc May 2004 - June 2007
American Express Financial Advisors 2003 - 2007
Ameriprise Financial Advisors 2003 - 2007
Education
Indiana State University 1978 — 1980
Sinclair Community College 1976 — 1978
A.S., Business Administration
Benjamin Calfee Benjamin Calfee's American Express Financial Advisors Experience October 1999 - November 2000
Job VP Sales Strategy & Operations at Plex
Industry Information Technology and Services
Experience
Plex Systems, Inc. August 2015 - Present
Covisint December 2013 - July 2015
LexisNexis July 2010 - December 2013
LexisNexis April 2008 - June 2010
LexisNexis December 2007 - April 2008
LexisNexis August 2005 - November 2007
LexisNexis May 2003 - August 2005
WESCO Distribution February 2002 - May 2003
Genworth Financial November 2000 - February 2002
American Express Financial Advisors October 1999 - November 2000
Skills
Analytics, Product Management, Cross-functional Team..., Strategic Vision, Operations Management, Organizational..., Strategy Alignment, Large Scale Change..., Simplifying the Complex, Business Process..., Business Strategy, Solution Selling, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Management, Marketing Strategy
Education
Indiana University - Kelley School of Business 2006 — 2008
MSM, Master of Strategic Management
Taylor University 1996 — 2000
BA, Business Adminstration/Finance
Plex Systems, Inc. August 2015 - Present
Covisint December 2013 - July 2015
LexisNexis July 2010 - December 2013
LexisNexis April 2008 - June 2010
LexisNexis December 2007 - April 2008
LexisNexis August 2005 - November 2007
LexisNexis May 2003 - August 2005
WESCO Distribution February 2002 - May 2003
Genworth Financial November 2000 - February 2002
American Express Financial Advisors October 1999 - November 2000
Skills
Analytics, Product Management, Cross-functional Team..., Strategic Vision, Operations Management, Organizational..., Strategy Alignment, Large Scale Change..., Simplifying the Complex, Business Process..., Business Strategy, Solution Selling, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Management, Marketing Strategy
Education
Indiana University - Kelley School of Business 2006 — 2008
MSM, Master of Strategic Management
Taylor University 1996 — 2000
BA, Business Adminstration/Finance
Ben Powers Ben Powers's American Express Financial Advisors Experience May 1999 - September 1999
Job Headmaster at Eagle Hill Southport School
Industry Education Management
Experience
Eagle Hill Southport School July 2012 - Present
The Kildonan School August 2008 - July 2012
The Kildonan School September 2007 - August 2008
Dunnabeck at Kildonan June 2005 - August 2008
The Maplewood School January 2000 - June 2000
American Express Financial Advisors May 1999 - September 1999
Skills
Teaching, Staff Development, Learning Disabilities, Tutoring, Special Education, Literacy, Public Speaking, Non-profits, Fundraising, Educational Consulting, Innovation Management, Dyslexia, E-Learning, ADHD, Educational Leadership, Strategic Thinking, Curriculum Development, Curriculum Design, Nonprofits, Educational Technology, Admissions, Program Development, Classroom Management, Classroom, Teacher Training, K-12, Grant Writing, Lesson Planning, Differentiated..., Elementary Education, Community Outreach, Higher Education, Instructional Technology, Technology Integration, Instructional Design, Education Reform, Enrollment Management, Adult Education, Teacher Mentoring, Student Counseling, Student Affairs, Private Schools, Leadership Development, K-12 Education, Social Studies, Student Recruiting, Student Financial Aid, Language Arts, Career Counseling, Research
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2017
Doctorate in Business Administration (DBA), Entrepreneurship/Entrepreneurial Studies
Grenoble Ecole de Management 2011 — 2015
Certificate of Research in Management Science, Entrepreneurship/Entrepreneurial Studies
Rochester Institute of Technology 2010 — 2011
Executive MBA, Leadership, Innovation, Strategic Thinking, Finance
Indiana University Bloomington 2002 — 2005
Language Education
La Salle University 1995 — 1999
BA, Russian, French, Political Science
Université Paris Sorbonne (Paris IV) / Sorbonne University 1998 — 1998
Certificat de langue et civilisation françaises, French Language and Culture
Eagle Hill Southport School July 2012 - Present
The Kildonan School August 2008 - July 2012
The Kildonan School September 2007 - August 2008
Dunnabeck at Kildonan June 2005 - August 2008
The Maplewood School January 2000 - June 2000
American Express Financial Advisors May 1999 - September 1999
Skills
Teaching, Staff Development, Learning Disabilities, Tutoring, Special Education, Literacy, Public Speaking, Non-profits, Fundraising, Educational Consulting, Innovation Management, Dyslexia, E-Learning, ADHD, Educational Leadership, Strategic Thinking, Curriculum Development, Curriculum Design, Nonprofits, Educational Technology, Admissions, Program Development, Classroom Management, Classroom, Teacher Training, K-12, Grant Writing, Lesson Planning, Differentiated..., Elementary Education, Community Outreach, Higher Education, Instructional Technology, Technology Integration, Instructional Design, Education Reform, Enrollment Management, Adult Education, Teacher Mentoring, Student Counseling, Student Affairs, Private Schools, Leadership Development, K-12 Education, Social Studies, Student Recruiting, Student Financial Aid, Language Arts, Career Counseling, Research
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2017
Doctorate in Business Administration (DBA), Entrepreneurship/Entrepreneurial Studies
Grenoble Ecole de Management 2011 — 2015
Certificate of Research in Management Science, Entrepreneurship/Entrepreneurial Studies
Rochester Institute of Technology 2010 — 2011
Executive MBA, Leadership, Innovation, Strategic Thinking, Finance
Indiana University Bloomington 2002 — 2005
Language Education
La Salle University 1995 — 1999
BA, Russian, French, Political Science
Université Paris Sorbonne (Paris IV) / Sorbonne University 1998 — 1998
Certificat de langue et civilisation françaises, French Language and Culture
Michelle Barsanti Michelle Barsanti's American Express Financial Advisors Experience August 2001 - October 2002
Job First Vice President Field Leadership, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo December 2013 - March 2015
Wells Fargo Advisors May 2011 - December 2013
BD Education Group, LLC January 2010 - September 2011
Evergreen Investments March 2008 - March 2010
LPL September 2007 - March 2008
Evergreen Investments June 2006 - September 2007
Evergreen Investments July 2004 - May 2006
Wachovia Securities, LLC October 2002 - July 2004
American Express Financial Advisors August 2001 - October 2002
Skills
Mutual Funds, Series 7, Management, Series 63, Financial Services, Retirement Planning, Finance, Sales, Investments, Leadership, Executive Coaching
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, International Business, Marketing
Wells Fargo Advisors April 2015 - Present
Wells Fargo December 2013 - March 2015
Wells Fargo Advisors May 2011 - December 2013
BD Education Group, LLC January 2010 - September 2011
Evergreen Investments March 2008 - March 2010
LPL September 2007 - March 2008
Evergreen Investments June 2006 - September 2007
Evergreen Investments July 2004 - May 2006
Wachovia Securities, LLC October 2002 - July 2004
American Express Financial Advisors August 2001 - October 2002
Skills
Mutual Funds, Series 7, Management, Series 63, Financial Services, Retirement Planning, Finance, Sales, Investments, Leadership, Executive Coaching
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, International Business, Marketing
Christopher Schelling, CAIA's American Express Financial Advisors Experience June 2001 - September 2001
Job
Industry Financial Services
Experience
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Cindy Scott's American Express Financial Advisors Experience 1997 - 1998
Job National Director, 1st Global Leadership Academy
Industry Financial Services
Experience
1st Global October 2012 - Present
1st Global January 2009 - Present
H.D. Vest Financial Services October 1998 - December 2008
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Financial Services, Uniform Combined State..., Wealth Management, Financial Education, Engaging Public Speaker, Instructor-led Training, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Retirement, Mutual Funds, Investment Advisory, Financial Planning, 401k, Securities, Finance, Series 24, Investment Strategies
Education
The American College 2003 — 2005
Certified Financial Planner Designation, Financial Planning
Hendrix College 1993 — 1997
Bachelor of Arts, Economic and Business
1st Global October 2012 - Present
1st Global January 2009 - Present
H.D. Vest Financial Services October 1998 - December 2008
American Express Financial Advisors 1997 - 1998
Skills
Series 7, Series 63, Financial Services, Uniform Combined State..., Wealth Management, Financial Education, Engaging Public Speaker, Instructor-led Training, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Retirement, Mutual Funds, Investment Advisory, Financial Planning, 401k, Securities, Finance, Series 24, Investment Strategies
Education
The American College 2003 — 2005
Certified Financial Planner Designation, Financial Planning
Hendrix College 1993 — 1997
Bachelor of Arts, Economic and Business
Juliana Grote Juliana Grote's American Express Financial Advisors Experience 2002 - 2003
Job Project Manager, Marketing at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation March 2010 - Present
Express Scripts September 2009 - January 2010
Enterprise Bank & Trust March 2004 - October 2009
RBC Dain Rauscher 2003 - 2004
American Express Financial Advisors 2002 - 2003
Skills
Process Improvement, Project Management, Management, Analysis, Requirements Analysis, Requirements Gathering, Leadership, Project Planning, Training, Testing, Portfolio Management, User Acceptance Testing, Microsoft Excel, Finance, SharePoint
Education
Iowa State University 1997 — 2002
Bachelors, Fine Art & Design
Centene Corporation March 2010 - Present
Express Scripts September 2009 - January 2010
Enterprise Bank & Trust March 2004 - October 2009
RBC Dain Rauscher 2003 - 2004
American Express Financial Advisors 2002 - 2003
Skills
Process Improvement, Project Management, Management, Analysis, Requirements Analysis, Requirements Gathering, Leadership, Project Planning, Training, Testing, Portfolio Management, User Acceptance Testing, Microsoft Excel, Finance, SharePoint
Education
Iowa State University 1997 — 2002
Bachelors, Fine Art & Design
Nan Eserkaln Nan Eserkaln's American Express Financial Advisors Experience December 1996 - April 2004
Job Product Manager Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Thrivent Financial for Lutherans October 2007 - December 2009
Ameriprise Financial July 2005 - October 2007
American Express April 2004 - July 2005
American Express Financial Advisors December 1996 - April 2004
Skills
Marketing, Strategy, Product Marketing, Leadership, Marketing Strategy, Training, Marketing Management, Program Management, Strategic Planning, Retirement Planning, Change Management, Strategic Partnerships, Strategic Financial..., Investments, Cross-functional Team..., Financial Services, Portfolio Management, Relationship Management, Budgets, Sales, Project Planning, Competitive Analysis, Series 7, Business Analysis, Product Management, Financial Advisory, Mutual Funds, Wealth Management
Education
University of Wisconsin-Madison 1986 — 1991
Bachelor of Arts, International Relations and Economics
Hamline University
Masters of Arts, Liberal Studies; Business and Leadership
Ameriprise Financial Services, Inc. January 2010 - Present
Thrivent Financial for Lutherans October 2007 - December 2009
Ameriprise Financial July 2005 - October 2007
American Express April 2004 - July 2005
American Express Financial Advisors December 1996 - April 2004
Skills
Marketing, Strategy, Product Marketing, Leadership, Marketing Strategy, Training, Marketing Management, Program Management, Strategic Planning, Retirement Planning, Change Management, Strategic Partnerships, Strategic Financial..., Investments, Cross-functional Team..., Financial Services, Portfolio Management, Relationship Management, Budgets, Sales, Project Planning, Competitive Analysis, Series 7, Business Analysis, Product Management, Financial Advisory, Mutual Funds, Wealth Management
Education
University of Wisconsin-Madison 1986 — 1991
Bachelor of Arts, International Relations and Economics
Hamline University
Masters of Arts, Liberal Studies; Business and Leadership
David Ressner David Ressner's American Express Financial Advisors Experience July 2001 - February 2002
Job Wealth Advisor
Industry Financial Services
Experience
Buckingham Asset Management December 2003 - Present
Ressner Financial Planning February 2002 - December 2003
American Express Financial Advisors July 2001 - February 2002
Skills
Risk Management, Estate Planning, Asset Management, Investments, High Net Worth..., Wealth Management, Equities, Fixed Income, Wealth, Asset Allocation, Portfolio Management, Retirement, Mutual Funds, Institutional Clients, Portfolios, Investment Advisory, Endowments, Bonds, Financial Planning, Fund Managers, Value Investing, Institutional Investors, Personal Finance, Institutional, Retirement Planning, Financial Advisory, ETFs, Financial Markets, Pensions, 401k, Stocks
Education
University of Missouri-Columbia 1993 — 1995
MA
Grinnell College 1988 — 1992
BA
Buckingham Asset Management December 2003 - Present
Ressner Financial Planning February 2002 - December 2003
American Express Financial Advisors July 2001 - February 2002
Skills
Risk Management, Estate Planning, Asset Management, Investments, High Net Worth..., Wealth Management, Equities, Fixed Income, Wealth, Asset Allocation, Portfolio Management, Retirement, Mutual Funds, Institutional Clients, Portfolios, Investment Advisory, Endowments, Bonds, Financial Planning, Fund Managers, Value Investing, Institutional Investors, Personal Finance, Institutional, Retirement Planning, Financial Advisory, ETFs, Financial Markets, Pensions, 401k, Stocks
Education
University of Missouri-Columbia 1993 — 1995
MA
Grinnell College 1988 — 1992
BA
Clinton Davis's American Express Financial Advisors Experience January 1999 - December 1999
Job Manager, Global Mobility at EY
Industry Human Resources
Experience
EY August 2004 - Present
Vologda State Technical University September 2001 - December 2003
Sherwin Williams January 2000 - June 2001
American Express Financial Advisors January 1999 - December 1999
Sherwin Williams May 1998 - December 1998
UPS June 1996 - August 1996
UPS June 1995 - August 1995
Skills
Management, Global Mobility, Policy, Accounting, Microsoft Excel, HR Consulting, Customer Service, Employee Benefits, Leadership, Process Improvement, Program Management, Recruiting, Team Building, Training, Human Resources, Strategic Planning, Global Human Resources..., Global Compensation, International..., Payroll Services, Cross-cultural..., International HR
Education
Harding University
Master of Business Administration (M.B.A.)
Harding University
Bachelor's Degree, Marketing
EY August 2004 - Present
Vologda State Technical University September 2001 - December 2003
Sherwin Williams January 2000 - June 2001
American Express Financial Advisors January 1999 - December 1999
Sherwin Williams May 1998 - December 1998
UPS June 1996 - August 1996
UPS June 1995 - August 1995
Skills
Management, Global Mobility, Policy, Accounting, Microsoft Excel, HR Consulting, Customer Service, Employee Benefits, Leadership, Process Improvement, Program Management, Recruiting, Team Building, Training, Human Resources, Strategic Planning, Global Human Resources..., Global Compensation, International..., Payroll Services, Cross-cultural..., International HR
Education
Harding University
Master of Business Administration (M.B.A.)
Harding University
Bachelor's Degree, Marketing
Casper J. Meijer Casper J. Meijer's American Express Financial Advisors Experience 1995 - 2000
Job CJM Financial
Industry Financial Services
Experience
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
Cedric Norris Cedric Norris's American Express Financial Advisors Experience January 2002 - January 2003
Job Analyst at Next Financial
Industry Financial Services
Experience
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Aaron Johnson, CRPC Aaron Johnson, CRPC's American Express Financial Advisors Experience April 2003 - June 2005
Job Financial Advisor at CUNA Mutual Group Located at Virginia Credit Union
Industry Financial Services
Experience
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
Yvonne Smith's American Express Financial Advisors Experience October 2003 - August 2004
Job Consultant/Recruiter for Entrepreneurial Business
Industry Health, Wellness and Fitness
Experience
ARIIX May 2015 - Present
LiveSmart 360 Chocolates International December 2012 - Present
KB Home February 2012 - October 2013
Organo Gold International January 2010 - December 2012
ActionCOACH The Woodlands March 2009 - February 2012
Mortgage Brokerages and Banks November 2006 - March 2007
Dale Carnegie February 2005 - August 2005
American Express Financial Advisors October 2003 - August 2004
Skills
Sellers, Management, Customer Service, Selling, Strategic Planning, Small Business, Training, Coaching, Referrals, Sales, Event Planning, Marketing, Real Estate, Leadership, Strategic Partnerships, Marketing Strategy, Public Speaking, Budgets, Public Relations, Time Management, Investments, Cold Calling, Mortgage Lending, Customer Satisfaction, Advertising, Networking, Loans, Business Development, Sales Management, Team Building, Personality Testing, Team Leadership, Telephone Skills
Education
Houston Community College 1995 — 1997
Respiratory Therapy
Texas School of Business 1987 — 1988
Yes, Front Office Administrative Assistant
Conroe High School 1982 — 1985
Yes, Marketing
ARIIX May 2015 - Present
LiveSmart 360 Chocolates International December 2012 - Present
KB Home February 2012 - October 2013
Organo Gold International January 2010 - December 2012
ActionCOACH The Woodlands March 2009 - February 2012
Mortgage Brokerages and Banks November 2006 - March 2007
Dale Carnegie February 2005 - August 2005
American Express Financial Advisors October 2003 - August 2004
Skills
Sellers, Management, Customer Service, Selling, Strategic Planning, Small Business, Training, Coaching, Referrals, Sales, Event Planning, Marketing, Real Estate, Leadership, Strategic Partnerships, Marketing Strategy, Public Speaking, Budgets, Public Relations, Time Management, Investments, Cold Calling, Mortgage Lending, Customer Satisfaction, Advertising, Networking, Loans, Business Development, Sales Management, Team Building, Personality Testing, Team Leadership, Telephone Skills
Education
Houston Community College 1995 — 1997
Respiratory Therapy
Texas School of Business 1987 — 1988
Yes, Front Office Administrative Assistant
Conroe High School 1982 — 1985
Yes, Marketing
Gregory Pridgeon II, PHR, SHRM-CP, CHRS Gregory Pridgeon II, PHR, SHRM-CP, CHRS's American Express Financial Advisors Experience 2002 - 2003
Job Senior Consultant in HR Solutions & Benefit Design
Industry Human Resources
Experience
Eon Benefits December 2013 - Present
State of Georgia December 2012 - December 2013
Eon Benefits November 2011 - December 2012
Resurgens Risk Management January 2009 - October 2011
ICMA Retirement Corporation May 2006 - December 2008
Citi/ Travelers January 2004 - May 2006
American Express Financial Advisors 2002 - 2003
Skills
Employee Benefits, Human Resources, Health Insurance, Benefits Administration, Management, Insurance, Retirement, Risk Management, Strategic Planning, Training, Life Insurance, Employee Wellness..., 401k, Consulting
Education
Hampton University 1998 — 2002
B.S., Business Entrepreneurship
Paideia
Eon Benefits December 2013 - Present
State of Georgia December 2012 - December 2013
Eon Benefits November 2011 - December 2012
Resurgens Risk Management January 2009 - October 2011
ICMA Retirement Corporation May 2006 - December 2008
Citi/ Travelers January 2004 - May 2006
American Express Financial Advisors 2002 - 2003
Skills
Employee Benefits, Human Resources, Health Insurance, Benefits Administration, Management, Insurance, Retirement, Risk Management, Strategic Planning, Training, Life Insurance, Employee Wellness..., 401k, Consulting
Education
Hampton University 1998 — 2002
B.S., Business Entrepreneurship
Paideia
Jenny Tschoepe Jenny Tschoepe's American Express Financial Advisors Experience June 2000 - June 2001
Job Materials Planning Analyst at Flextronics
Industry Electrical/Electronic Manufacturing
Experience
Flextronics May 2010 - March 2015
Seiko Instruments USA Inc. June 2009 - December 2009
Seiko Instruments USA October 2008 - May 2009
Seiko Instruments USA October 2003 - August 2008
Target June 2003 - September 2003
Burnes Home Accents August 2002 - December 2002
Seiko Instruments October 2001 - August 2002
American Express Financial Advisors June 2000 - June 2001
Skills
Supply Chain, SAP, Forecasting, Account Management, Cross-functional Team..., Sales Operations, Supply Chain Management, Logistics, Management, Process Improvement, Pricing, MRP, Strategic Sourcing, Product Development
Education
Gustavus Adolphus College 1997 — 2000
BA, Psychology, Business
Flextronics May 2010 - March 2015
Seiko Instruments USA Inc. June 2009 - December 2009
Seiko Instruments USA October 2008 - May 2009
Seiko Instruments USA October 2003 - August 2008
Target June 2003 - September 2003
Burnes Home Accents August 2002 - December 2002
Seiko Instruments October 2001 - August 2002
American Express Financial Advisors June 2000 - June 2001
Skills
Supply Chain, SAP, Forecasting, Account Management, Cross-functional Team..., Sales Operations, Supply Chain Management, Logistics, Management, Process Improvement, Pricing, MRP, Strategic Sourcing, Product Development
Education
Gustavus Adolphus College 1997 — 2000
BA, Psychology, Business
Jay Conner's American Express Financial Advisors Experience 2002 - 2005
Job Investment Advisor at Capital Asset Management, LLC
Industry Financial Services
Experience
Capital Asset Management, LLC February 2006 - Present
American Express Financial Advisors 2002 - 2005
Skills
Retirement, Investment Advisory, Investments, Financial Planning, Wealth Management, Portfolio Management, Asset Management, Wealth, Estate Planning, Retirement Planning, Equities, Mutual Funds, Bonds
Education
Indiana University-Southeast 2006 — 2009
Masters, Business
Indiana University Bloomington 1997 — 2002
Capital Asset Management, LLC February 2006 - Present
American Express Financial Advisors 2002 - 2005
Skills
Retirement, Investment Advisory, Investments, Financial Planning, Wealth Management, Portfolio Management, Asset Management, Wealth, Estate Planning, Retirement Planning, Equities, Mutual Funds, Bonds
Education
Indiana University-Southeast 2006 — 2009
Masters, Business
Indiana University Bloomington 1997 — 2002
MJ Clarke MJ Clarke's American Express Financial Advisors Experience 2000 - 2001
Job Social media, writer, blogger, innovative thinker, organic gardener, friend to all life
Industry Online Media
Experience
Self employed October 2015 - Present
"Xeriscape Adventures" May 2015 - Present
MJ's Chocolate Fantasy March 2005 - July 2013
Mother's February 2007 - June 2013
Principal Financial Group September 2001 - June 2004
American Express Financial Advisors 2000 - 2001
Sutherland Motors Mercedes of Spokane 1997 - 2000
Skills
Parties, Non-profits, Hospitality, Food, Budgets, Event Management, Marketing Strategy, Marketing, Team Building, Nonprofits, Event Planning, Web development, Strategic Communications, Sales, Marketing Communications, Small Business, Food & Beverage, Web Development, Social Media, Public Relations, Social Networking
Education
San Diego State University-California State University 1973 — 1979
bas, economics
Humboldt State University 1975 — 1977
BA, economics
Self employed October 2015 - Present
"Xeriscape Adventures" May 2015 - Present
MJ's Chocolate Fantasy March 2005 - July 2013
Mother's February 2007 - June 2013
Principal Financial Group September 2001 - June 2004
American Express Financial Advisors 2000 - 2001
Sutherland Motors Mercedes of Spokane 1997 - 2000
Skills
Parties, Non-profits, Hospitality, Food, Budgets, Event Management, Marketing Strategy, Marketing, Team Building, Nonprofits, Event Planning, Web development, Strategic Communications, Sales, Marketing Communications, Small Business, Food & Beverage, Web Development, Social Media, Public Relations, Social Networking
Education
San Diego State University-California State University 1973 — 1979
bas, economics
Humboldt State University 1975 — 1977
BA, economics
Sarah Hagen Sarah Hagen's American Express Financial Advisors Experience August 2000 - November 2002
Job Senior Account Manager at Virgin Pulse
Industry Human Resources
Experience
Virgin Pulse May 2014 - Present
Virgin Pulse July 2012 - May 2014
Northwestern Mutual September 2006 - February 2008
Practice Development Manager 2002 - 2006
Coldwater Creek November 2002 - August 2003
American Express Financial Advisors August 2000 - November 2002
Westin Hotels & Resorts May 1999 - July 2000
Skills
Outstanding Customer..., Candidate Assessment, Sales Management, Marketing, Training, Recruiting, Management, Sourcing, Team Leadership, Interviews, Account Management, Onboarding, Sales, Fundraising, Cold Calling, Human Resources, Leadership, Employee Benefits, CRM, Customer Service, Applicant Tracking..., Business Development, Coaching, Sales Process, Salesforce.com, Social Networking, Strategy, Talent Management, Team Building, Performance Management, Customer Retention
Education
Boston College 1995 — 1997
Social Work
Hope College 1989 — 1993
Psychology, B.A. Psychology
Laudue High School
Virgin Pulse May 2014 - Present
Virgin Pulse July 2012 - May 2014
Northwestern Mutual September 2006 - February 2008
Practice Development Manager 2002 - 2006
Coldwater Creek November 2002 - August 2003
American Express Financial Advisors August 2000 - November 2002
Westin Hotels & Resorts May 1999 - July 2000
Skills
Outstanding Customer..., Candidate Assessment, Sales Management, Marketing, Training, Recruiting, Management, Sourcing, Team Leadership, Interviews, Account Management, Onboarding, Sales, Fundraising, Cold Calling, Human Resources, Leadership, Employee Benefits, CRM, Customer Service, Applicant Tracking..., Business Development, Coaching, Sales Process, Salesforce.com, Social Networking, Strategy, Talent Management, Team Building, Performance Management, Customer Retention
Education
Boston College 1995 — 1997
Social Work
Hope College 1989 — 1993
Psychology, B.A. Psychology
Laudue High School
Joseph Mrozienski Joseph Mrozienski's American Express Financial Advisors Experience January 2005 - January 2007
Job Director, TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
Dan Shaw, CFP's American Express Financial Advisors Experience October 1991 - May 1995
Job Vice President & Sr. Portfolio Manager at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2000 - Present
JPMorgan Chase July 1998 - August 2000
JPMorgan Chase April 1997 - July 1998
JPMorgan Chase November 1995 - March 1997
Sourth Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capital Group October 1989 - October 1991
Continental Airlines September 1978 - June 1989
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Investments, Asset Managment, Alternative Investments, Mutual Funds, Wealth Management, Series 7, Bonds, Certified Financial..., Financial Services, Investment Strategies, Asset Management, Strategic Financial..., Retirement Planning, Relationship Management
Education
University of Phoenix 1985 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Illinois Central College 1977 — 1980
Associate's degree, Accounting
JPMorgan Chase August 2000 - Present
JPMorgan Chase July 1998 - August 2000
JPMorgan Chase April 1997 - July 1998
JPMorgan Chase November 1995 - March 1997
Sourth Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capital Group October 1989 - October 1991
Continental Airlines September 1978 - June 1989
Skills
Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Investments, Asset Managment, Alternative Investments, Mutual Funds, Wealth Management, Series 7, Bonds, Certified Financial..., Financial Services, Investment Strategies, Asset Management, Strategic Financial..., Retirement Planning, Relationship Management
Education
University of Phoenix 1985 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Illinois Central College 1977 — 1980
Associate's degree, Accounting
Leif Brown's American Express Financial Advisors Experience May 2003 - December 2004
Job
Industry Think Tanks
Experience
[Announcement Pending] 2009 - Present
Ameriprise Financial April 2007 - March 2010
N/A January 2005 - April 2007
American Express Financial Advisors May 2003 - December 2004
Skills
Friendship, Trust, Character, Entrepreneurship, Public Speaking, Strategy, Networking, Small Business, Strategic Planning, Executive Coaching, Emotional Intelligence, Leadership Development, Business Coaching, Time Management, Personal Development, Conflict Resolution, Sales, Business Networking, Relationship Management, Vision Development, Behavior Change, Human Potential, Transformational Life..., Life Coaching, Presentation Coaching, Executive Team Alignment, Peak Performance, Workplace Culture, asking naive questions, Culture Change, communication, Project Visioning, overcoming success, new perspectives, Inspiring Leadership, Inspiring Teams, triggering strategic..., success systems..., Applied Psychology, Paradigm Shifts, vulnerability as a..., Leadership
Education
Grinnell College 1994 — 1998
Bachelor of Science (BS), Physics
Westlake 1989 — 1993
[Announcement Pending] 2009 - Present
Ameriprise Financial April 2007 - March 2010
N/A January 2005 - April 2007
American Express Financial Advisors May 2003 - December 2004
Skills
Friendship, Trust, Character, Entrepreneurship, Public Speaking, Strategy, Networking, Small Business, Strategic Planning, Executive Coaching, Emotional Intelligence, Leadership Development, Business Coaching, Time Management, Personal Development, Conflict Resolution, Sales, Business Networking, Relationship Management, Vision Development, Behavior Change, Human Potential, Transformational Life..., Life Coaching, Presentation Coaching, Executive Team Alignment, Peak Performance, Workplace Culture, asking naive questions, Culture Change, communication, Project Visioning, overcoming success, new perspectives, Inspiring Leadership, Inspiring Teams, triggering strategic..., success systems..., Applied Psychology, Paradigm Shifts, vulnerability as a..., Leadership
Education
Grinnell College 1994 — 1998
Bachelor of Science (BS), Physics
Westlake 1989 — 1993
Debbi Deitch's American Express Financial Advisors Experience December 1998 - March 1999
Job Debbi has left the cubicle.
Industry Information Technology and Services
Experience
Retired April 2015 - Present
Epsilon July 2010 - April 2015
Equifax, Inc. March 2000 - July 2010
American Express Financial Advisors December 1998 - March 1999
Comerica Bank December 1988 - August 1998
Ford Motor Company February 1986 - September 1988
various companies August 1978 - October 1985
Skills
Testing, Business Analysis
Education
Henry Ford Community College 1977 — 1982
Computer Science
Wayne State University 1969 — 1973
BS, Biology
Retired April 2015 - Present
Epsilon July 2010 - April 2015
Equifax, Inc. March 2000 - July 2010
American Express Financial Advisors December 1998 - March 1999
Comerica Bank December 1988 - August 1998
Ford Motor Company February 1986 - September 1988
various companies August 1978 - October 1985
Skills
Testing, Business Analysis
Education
Henry Ford Community College 1977 — 1982
Computer Science
Wayne State University 1969 — 1973
BS, Biology
Anita Catron's American Express Financial Advisors Experience 2000 - 2004
Job Trained volunteer at Junior League of Salt Lake City
Industry Financial Services
Experience
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Robin Fiore's American Express Financial Advisors Experience February 1997 - September 1999
Job Senior Process Manager
Industry Consumer Goods
Experience
Capital One January 2011 - Present
NEWELL RUBBERMAID OFFICE PRODUCTS December 2006 - August 2010
NEWELL RUBBERMAID OFFICE PRODUCTS January 2005 - December 2006
NEWELL RUBBERMAID OFFICE PRODUCTS September 1999 - December 2004
American Express Financial Advisors February 1997 - September 1999
Skills
Project Management, Purchasing, Management, Direct Mail, Product Marketing, Creative Direction, Marketing, Strategy, Program Management
Education
Harrington College of Design
A.A.S. Degree, Interior Design
Capital One January 2011 - Present
NEWELL RUBBERMAID OFFICE PRODUCTS December 2006 - August 2010
NEWELL RUBBERMAID OFFICE PRODUCTS January 2005 - December 2006
NEWELL RUBBERMAID OFFICE PRODUCTS September 1999 - December 2004
American Express Financial Advisors February 1997 - September 1999
Skills
Project Management, Purchasing, Management, Direct Mail, Product Marketing, Creative Direction, Marketing, Strategy, Program Management
Education
Harrington College of Design
A.A.S. Degree, Interior Design
Dan Colacino's American Express Financial Advisors Experience June 2000 - April 2002
Job Credit and Collections Analyst at Publisher's Clearing House
Industry Banking
Experience
Publishers Clearing House March 2008 - Present
Washington Mutual Bank 2002 - 2008
American Home Mortgage January 2007 - August 2007
Washington Mutual May 2002 - January 2007
American Express Financial Advisors June 2000 - April 2002
Skills
Word, Credit, Excel, Underwriting, Loans, Analysis, Mortgage, Research, Risk Management, Outlook, Banking, Process Improvement, Mortgage Lending, PowerPoint, Vendor Management, Microsoft Excel, Forecasting, Financial Services, Financial Risk, Analytics, Financial Analysis, Leadership, Microsoft Word, Finance, Project Management, Financial Modeling, Customer Service
Education
Hofstra University 2003 — 2006
Master of Business Administration in Finance, Finance
University at Albany, SUNY 1996 — 2000
Bachelor of Science, Economics
Publishers Clearing House March 2008 - Present
Washington Mutual Bank 2002 - 2008
American Home Mortgage January 2007 - August 2007
Washington Mutual May 2002 - January 2007
American Express Financial Advisors June 2000 - April 2002
Skills
Word, Credit, Excel, Underwriting, Loans, Analysis, Mortgage, Research, Risk Management, Outlook, Banking, Process Improvement, Mortgage Lending, PowerPoint, Vendor Management, Microsoft Excel, Forecasting, Financial Services, Financial Risk, Analytics, Financial Analysis, Leadership, Microsoft Word, Finance, Project Management, Financial Modeling, Customer Service
Education
Hofstra University 2003 — 2006
Master of Business Administration in Finance, Finance
University at Albany, SUNY 1996 — 2000
Bachelor of Science, Economics
Sara Driessen's American Express Financial Advisors Experience April 2000 - September 2000
Job Quality Assurance Analyst at Wells Fargo
Industry Banking
Experience
Wachovia Mortgage January 2011 - Present
Highland Park Junior High School August 2010 - December 2010
Wells Fargo December 2008 - August 2010
Wachovia Mortgage April 2003 - October 2008
US Bank September 2000 - April 2003
American Express Financial Advisors April 2000 - September 2000
Education
Hamline University 1994 — 2010
Masters In Teaching, Education
Hamline University
Bachelor's degree, Management and Economics
Wachovia Mortgage January 2011 - Present
Highland Park Junior High School August 2010 - December 2010
Wells Fargo December 2008 - August 2010
Wachovia Mortgage April 2003 - October 2008
US Bank September 2000 - April 2003
American Express Financial Advisors April 2000 - September 2000
Education
Hamline University 1994 — 2010
Masters In Teaching, Education
Hamline University
Bachelor's degree, Management and Economics
Jason Hedeen's American Express Financial Advisors Experience August 1992 - January 2004
Job CEO at CAire Inc
Industry Machinery
Experience
C-Aire Inc September 2009 - Present
Telluride Asset Management December 2006 - November 2007
Providence Capital July 2004 - October 2006
American Express Financial Advisors August 1992 - January 2004
Skills
Manufacturing, Air Compressors, Compressed Air, Alternative Investments, Asset Allocation, Hedge Funds, Competitive Analysis, Sales Management, Equities, Asset Management, Negotiation
Education
Gustavus Adolphus College 1987 — 1991
C-Aire Inc September 2009 - Present
Telluride Asset Management December 2006 - November 2007
Providence Capital July 2004 - October 2006
American Express Financial Advisors August 1992 - January 2004
Skills
Manufacturing, Air Compressors, Compressed Air, Alternative Investments, Asset Allocation, Hedge Funds, Competitive Analysis, Sales Management, Equities, Asset Management, Negotiation
Education
Gustavus Adolphus College 1987 — 1991
Sadie Johnson's American Express Financial Advisors Experience August 2002 - April 2003
Job Recruitment & Marketing Manager at Iowa State University, Engineering Student Services
Industry Higher Education
Experience
Iowa State University, College of Engineering January 2007 - Present
Iowa State University Department of Electrical & Computer Engineering August 2005 - May 2006
Iowa State University Student Answer Center August 2004 - August 2005
Progressive Insurance June 2003 - August 2004
American Express Financial Advisors August 2002 - April 2003
Skills
Marketing Communications, Event Planning, Higher Education, Student Development, Public Speaking, Microsoft Office, Recruiting, Student Recruiting, Volunteer Management, Customer Service, Leadership, Community Outreach, Staff Development, Leadership Development, Student Affairs, Student Engagement, Academic Advising, Event Management, Resume Writing
Education
Iowa State University 2004 — 2006
M. Ed., Educational Leadership & Policy Studies
Iowa State University - College of Business 1998 — 2002
B.S., Marketing
Iowa State University, College of Engineering January 2007 - Present
Iowa State University Department of Electrical & Computer Engineering August 2005 - May 2006
Iowa State University Student Answer Center August 2004 - August 2005
Progressive Insurance June 2003 - August 2004
American Express Financial Advisors August 2002 - April 2003
Skills
Marketing Communications, Event Planning, Higher Education, Student Development, Public Speaking, Microsoft Office, Recruiting, Student Recruiting, Volunteer Management, Customer Service, Leadership, Community Outreach, Staff Development, Leadership Development, Student Affairs, Student Engagement, Academic Advising, Event Management, Resume Writing
Education
Iowa State University 2004 — 2006
M. Ed., Educational Leadership & Policy Studies
Iowa State University - College of Business 1998 — 2002
B.S., Marketing
Denisse Romero's American Express Financial Advisors Experience July 2002 - November 2003
Job Digital Communications | Online Media | Global Learning
Industry Online Media
Experience
Pan American Health Organization World Health Organization October 2011 - Present
MacQuil.com Study Abroad and Travel Portal January 2001 - Present
International Monetary Fund December 2009 - October 2011
Harvard Program in Refugee Trauma September 2008 - June 2009
International Monetary Fund March 2005 - September 2008
University of Guayaquil September 2003 - August 2004
American Express Financial Advisors July 2002 - November 2003
Skills
SharePoint, Digital Media, Program Management, Editing, Strategy, Social Networking, Web Content Management, Online Advertising, E-Learning, Knowledge Management, Blogging, Intercultural..., Teaching, jQuery, WordPress, Data Analysis, Adobe Creative Suite, Entrepreneurship, Management, Corporate Branding, Online Marketing, Video Production, Training, Website Promotion, Prezi, Video Conferencing, Communities Of Practice, Newsletter Production, Ebooks, Product Management, Health Advocacy, Research, Marketing, Social Media, Project Management, SEO, International Relations, Leadership, Publishing, Marketing Strategy, Business Analysis, Spanish, Digital Marketing, User Experience, Usability, Information Architecture
Education
Harvard University Graduate School of Education 2008 — 2009
Master's Degree, Technology, Innovation and Education
The George Washington University - School of Business 2004 — 2006
Master's Degree, Management Information Systems
University of New Orleans 1999 — 2000
Bachelor's Degree, Business Administration
Pan American Health Organization World Health Organization October 2011 - Present
MacQuil.com Study Abroad and Travel Portal January 2001 - Present
International Monetary Fund December 2009 - October 2011
Harvard Program in Refugee Trauma September 2008 - June 2009
International Monetary Fund March 2005 - September 2008
University of Guayaquil September 2003 - August 2004
American Express Financial Advisors July 2002 - November 2003
Skills
SharePoint, Digital Media, Program Management, Editing, Strategy, Social Networking, Web Content Management, Online Advertising, E-Learning, Knowledge Management, Blogging, Intercultural..., Teaching, jQuery, WordPress, Data Analysis, Adobe Creative Suite, Entrepreneurship, Management, Corporate Branding, Online Marketing, Video Production, Training, Website Promotion, Prezi, Video Conferencing, Communities Of Practice, Newsletter Production, Ebooks, Product Management, Health Advocacy, Research, Marketing, Social Media, Project Management, SEO, International Relations, Leadership, Publishing, Marketing Strategy, Business Analysis, Spanish, Digital Marketing, User Experience, Usability, Information Architecture
Education
Harvard University Graduate School of Education 2008 — 2009
Master's Degree, Technology, Innovation and Education
The George Washington University - School of Business 2004 — 2006
Master's Degree, Management Information Systems
University of New Orleans 1999 — 2000
Bachelor's Degree, Business Administration
Holly Mahling's American Express Financial Advisors Experience 1998 - 2000
Job at Bayview Consulting LLC
Industry Marketing and Advertising
Experience
Bayview Consulting LLC 2010 - Present
Kenwood Capital Management 2001 - 2009
American Express Asset Management 2000 - 2001
American Express Financial Advisors 1998 - 2000
Skills
Customer Service, Social Media Marketing, Marketing, Marketing Strategy, Integrated Marketing, Microsoft Office, Marketing Communications, Editing, Strategic Planning, Management, Graphic Design, Strategy, Social Media, Leadership, Email Marketing, Investments, Program Management
Education
University of Iowa 1996 — 1998
History
Grinnell College 1989 — 1993
Bayview Consulting LLC 2010 - Present
Kenwood Capital Management 2001 - 2009
American Express Asset Management 2000 - 2001
American Express Financial Advisors 1998 - 2000
Skills
Customer Service, Social Media Marketing, Marketing, Marketing Strategy, Integrated Marketing, Microsoft Office, Marketing Communications, Editing, Strategic Planning, Management, Graphic Design, Strategy, Social Media, Leadership, Email Marketing, Investments, Program Management
Education
University of Iowa 1996 — 1998
History
Grinnell College 1989 — 1993
Charles Anchors, Jr.'s American Express Financial Advisors Experience 2002 - 2003
Job Assistant Vice President
Industry Hospital & Health Care
Experience
North Florida Regional Medical Center 2012 - 2015
Shands Homecare/ElderCare of Alachua County/Shands Home Health Services of Jacksonville 2010 - 2012
Koss-Olinger Financial Group 2003 - 2006
American Express Financial Advisors 2002 - 2003
Travel Country Outdoors 2001 - 2002
Paragon Capital Markets 1999 - 2001
Barber & Bronson 1990 - 1998
Skills
Strategic Financial..., Budgets, Accounting, Insurance, Financial Reporting, Forecasting, Customer Service, Securities, Finance, Equities, Research, Bonds, Human Resources, Pricing, Profit, Analysis, Management, Team Building, Program Management, Contract Negotiation, Customer Satisfaction, Leadership, Accounts Payable, Strategic Planning, Marketing, Financial Analysis, Policy, Process Improvement, Nonprofits, Business Planning, Executive Management, Healthcare, Microsoft Word, Mergers & Acquisitions, Contract Management, Financial Services, Cash Management, Employee Benefits, Payroll, Risk Management, Auditing, Negotiation, Investments, Microsoft Excel, Treasury Management, Corporate Finance, Financial Modeling, Small Business, PowerPoint, Portfolio Management
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
Grove City College 1986 — 1990
BA, Accounting
Central Catholic 1982 — 1986
North Florida Regional Medical Center 2012 - 2015
Shands Homecare/ElderCare of Alachua County/Shands Home Health Services of Jacksonville 2010 - 2012
Koss-Olinger Financial Group 2003 - 2006
American Express Financial Advisors 2002 - 2003
Travel Country Outdoors 2001 - 2002
Paragon Capital Markets 1999 - 2001
Barber & Bronson 1990 - 1998
Skills
Strategic Financial..., Budgets, Accounting, Insurance, Financial Reporting, Forecasting, Customer Service, Securities, Finance, Equities, Research, Bonds, Human Resources, Pricing, Profit, Analysis, Management, Team Building, Program Management, Contract Negotiation, Customer Satisfaction, Leadership, Accounts Payable, Strategic Planning, Marketing, Financial Analysis, Policy, Process Improvement, Nonprofits, Business Planning, Executive Management, Healthcare, Microsoft Word, Mergers & Acquisitions, Contract Management, Financial Services, Cash Management, Employee Benefits, Payroll, Risk Management, Auditing, Negotiation, Investments, Microsoft Excel, Treasury Management, Corporate Finance, Financial Modeling, Small Business, PowerPoint, Portfolio Management
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
Grove City College 1986 — 1990
BA, Accounting
Central Catholic 1982 — 1986
Tanja Aleksovski's American Express Financial Advisors Experience May 2001 - April 2006
Job Human Resources Professional
Industry Human Resources
Experience
Ameriprise Financial January 2006 - July 2007
American Express Financial Advisors May 2001 - April 2006
Education
Indiana University-Northwest 1996 — 2000
Bachelors, Business Administration with a Minor in Marketing
Ameriprise Financial January 2006 - July 2007
American Express Financial Advisors May 2001 - April 2006
Education
Indiana University-Northwest 1996 — 2000
Bachelors, Business Administration with a Minor in Marketing
Kevin Regan's American Express Financial Advisors Experience May 1998 - March 2004
Job Global Director, Charter and Incentives at Azamara Club Cruises
Industry Hospitality
Experience
Azamara Club Cruises July 2015 - Present
Silversea Cruises, Ltd. March 2004 - July 2015
American Express Financial Advisors May 1998 - March 2004
Maritz Travel Company 1987 - 1997
Skills
Incentives, Revenue Analysis, Hotels, Hospitality, Hospitality Industry, Cruises, Tourism, Trade Shows, Travel Management, Leisure, Resorts, Event Management, Corporate Events, Incentive Travel, Event Planning, Hospitality Management, Meeting Planning
Education
St. Louis University 1991 — 1995
MBA, International Finance
Iona College 1976 — 1980
BBA, Marketing
Azamara Club Cruises July 2015 - Present
Silversea Cruises, Ltd. March 2004 - July 2015
American Express Financial Advisors May 1998 - March 2004
Maritz Travel Company 1987 - 1997
Skills
Incentives, Revenue Analysis, Hotels, Hospitality, Hospitality Industry, Cruises, Tourism, Trade Shows, Travel Management, Leisure, Resorts, Event Management, Corporate Events, Incentive Travel, Event Planning, Hospitality Management, Meeting Planning
Education
St. Louis University 1991 — 1995
MBA, International Finance
Iona College 1976 — 1980
BBA, Marketing
Kendra Rebstock's American Express Financial Advisors Experience 2002 - 2004
Job Supply Chain Development Manager at General Mills
Industry Food & Beverages
Experience
General Mills June 2013 - Present
General Mills September 2010 - May 2013
General Mills 2009 - 2010
General Mills 2007 - 2009
General Mills 2005 - 2007
General Mills 2004 - 2005
American Express Financial Advisors 2002 - 2004
Skills
Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA
Gustavus Adolphus College 1998 — 2002
Bachelors, Management & Communication Studies
General Mills June 2013 - Present
General Mills September 2010 - May 2013
General Mills 2009 - 2010
General Mills 2007 - 2009
General Mills 2005 - 2007
General Mills 2004 - 2005
American Express Financial Advisors 2002 - 2004
Skills
Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA
Gustavus Adolphus College 1998 — 2002
Bachelors, Management & Communication Studies
Paul Vo's American Express Financial Advisors Experience 1996 - 1999
Job Vice President, Infrastructure and Compliance at YA | Engage
Industry Information Technology and Services
Experience
YA Engage 2015 - Present
Scholarship America 2014 - 2015
Datacard 2011 - 2014
Target 2011 - 2011
Fair Isaac 2006 - 2011
Ameriprise Financial 2005 - 2006
Navitaire/Accenture 1999 - 2005
American Express Financial Advisors 1996 - 1999
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
MBA
University of Minnesota - Carlson School of Management 1991 — 1996
BSB, Finance
YA Engage 2015 - Present
Scholarship America 2014 - 2015
Datacard 2011 - 2014
Target 2011 - 2011
Fair Isaac 2006 - 2011
Ameriprise Financial 2005 - 2006
Navitaire/Accenture 1999 - 2005
American Express Financial Advisors 1996 - 1999
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
MBA
University of Minnesota - Carlson School of Management 1991 — 1996
BSB, Finance
Nam Provost's American Express Financial Advisors Experience 1996 - 2001
Job Financial Analyst at aimClear
Industry Information Technology and Services
Experience
aimClear Account Manager employee educationamerican express1996 - 2001
american express financial advisors 1996 - 2001
Education
Hamline University 1990 — 1995
University of Wisconsin-Superior
aimClear Account Manager employee educationamerican express1996 - 2001
american express financial advisors 1996 - 2001
Education
Hamline University 1990 — 1995
University of Wisconsin-Superior
Stephanie OGuinn's American Express Financial Advisors Experience January 1997 - February 1998
Job Executive SecretaryII at City & County of San Francisco
Industry Government Administration
Experience
City & County of San Francisco March 1999 - Present
Young Community Developers February 1998 - February 1999
American Express Financial Advisors January 1997 - February 1998
Skills
Government, Non-profits, Customer Service, Community Outreach
Education
Heald College 1978 — 1979
Associate of Arts (AA), Business Administration and Management, General
City & County of San Francisco March 1999 - Present
Young Community Developers February 1998 - February 1999
American Express Financial Advisors January 1997 - February 1998
Skills
Government, Non-profits, Customer Service, Community Outreach
Education
Heald College 1978 — 1979
Associate of Arts (AA), Business Administration and Management, General
Holly (Regan) Matoesian's American Express Financial Advisors Experience January 2000 - December 2001
Job Connect with me! I am open to opportunities in Springfield, IL.
Industry Nonprofit Organization Management
Experience
Genesis Health System April 2011 - September 2014
Genesis Health System September 2007 - April 2011
Genesis Health System April 2004 - September 2007
Junior Achievement November 2004 - March 2005
Jon Jorgenson Insurance June 2002 - August 2002
Jan Rowland and Associates, LLP June 2002 - August 2002
American Express Financial Advisors January 2000 - December 2001
Skills
Event Planning, Time Management, Quality, Productivity, Scheduling, Customer Service, Coaching, Communication, Leadership, Performance Improvement, Access, PowerPoint, Microsoft Excel, Healthcare
Education
St. Ambrose University 2003 — 2004
Iowa State University - College of Business 2000 — 2002
Genesis Health System April 2011 - September 2014
Genesis Health System September 2007 - April 2011
Genesis Health System April 2004 - September 2007
Junior Achievement November 2004 - March 2005
Jon Jorgenson Insurance June 2002 - August 2002
Jan Rowland and Associates, LLP June 2002 - August 2002
American Express Financial Advisors January 2000 - December 2001
Skills
Event Planning, Time Management, Quality, Productivity, Scheduling, Customer Service, Coaching, Communication, Leadership, Performance Improvement, Access, PowerPoint, Microsoft Excel, Healthcare
Education
St. Ambrose University 2003 — 2004
Iowa State University - College of Business 2000 — 2002
Robb Fine's American Express Financial Advisors Experience September 1994 - June 1996
Job CEO, Fine Promotions, Inc.
Industry Marketing and Advertising
Experience
Fine Promotions, Inc. June 2000 - Present
Royce Inc. July 1996 - June 2000
American Express Financial Advisors September 1994 - June 1996
Shepard Poorman September 1987 - May 1994
Skills
Promotional Products, Promotions, Trade Shows, B2B Marketing, Social Marketing, Online Marketing, Sports Marketing, Advertising Sales, Corporate Gifts, Creative Services, Sales Promotion, Catalogs, Logo Design, Press Releases, Small Business, Brand Development, Strategic Partnerships, Media Planning, Variable Data Printing, Management, Blogging, Campaigns, Sales Process, SEM, Copywriting, Website Development, Market Research, Sales Operations, Customer Service, Newsletters, Offset Printing, Wide Format Printing, Outdoor Advertising, Brochures, Brand Implementation, Pre-press, Multi-channel Marketing, Labels, Creative Strategy, Graphics, Marketing Strategy, Social Media Marketing, Sales, Advertising, Event Management, Strategic Planning
Education
Indiana State University 1982 — 1986
BS, Graphic Arts Manaagement
Fine Promotions, Inc. June 2000 - Present
Royce Inc. July 1996 - June 2000
American Express Financial Advisors September 1994 - June 1996
Shepard Poorman September 1987 - May 1994
Skills
Promotional Products, Promotions, Trade Shows, B2B Marketing, Social Marketing, Online Marketing, Sports Marketing, Advertising Sales, Corporate Gifts, Creative Services, Sales Promotion, Catalogs, Logo Design, Press Releases, Small Business, Brand Development, Strategic Partnerships, Media Planning, Variable Data Printing, Management, Blogging, Campaigns, Sales Process, SEM, Copywriting, Website Development, Market Research, Sales Operations, Customer Service, Newsletters, Offset Printing, Wide Format Printing, Outdoor Advertising, Brochures, Brand Implementation, Pre-press, Multi-channel Marketing, Labels, Creative Strategy, Graphics, Marketing Strategy, Social Media Marketing, Sales, Advertising, Event Management, Strategic Planning
Education
Indiana State University 1982 — 1986
BS, Graphic Arts Manaagement
Jon Huinker's American Express Financial Advisors Experience October 1991 - July 1999
Job Contact Center Director @ Nordstrom Direct
Industry Retail
Experience
Nordstrom Direct (Nordstrom) September 2014 - Present
Verizon June 2009 - August 2014
Infinity Contact October 2007 - March 2009
ImOn Communications January 2007 - August 2007
Iowa Donor Network January 2007 - May 2007
Pearson Education September 2004 - January 2007
McLeodUSA August 2002 - September 2004
American Express August 2001 - August 2002
American Express Financial Advisors October 1991 - July 1999
Skills
Operational Strategy, Process Management, Delivering Results, Financial Management, Organizational..., Operations Management, Call Center, Customer Service, Customer Loyalty, Customer Satisfaction, Customer Retention, Re-engineering, Telecommunications, Program Management, Process Improvement, Management, Managerial Finance, Performance Management, Call Centers, Communication, Customer Experience, Leadership, Brand Loyalty, Business Process..., Project Management, CRM
Education
Iowa State University - College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Finance Major, Economics Minor
Nordstrom Direct (Nordstrom) September 2014 - Present
Verizon June 2009 - August 2014
Infinity Contact October 2007 - March 2009
ImOn Communications January 2007 - August 2007
Iowa Donor Network January 2007 - May 2007
Pearson Education September 2004 - January 2007
McLeodUSA August 2002 - September 2004
American Express August 2001 - August 2002
American Express Financial Advisors October 1991 - July 1999
Skills
Operational Strategy, Process Management, Delivering Results, Financial Management, Organizational..., Operations Management, Call Center, Customer Service, Customer Loyalty, Customer Satisfaction, Customer Retention, Re-engineering, Telecommunications, Program Management, Process Improvement, Management, Managerial Finance, Performance Management, Call Centers, Communication, Customer Experience, Leadership, Brand Loyalty, Business Process..., Project Management, CRM
Education
Iowa State University - College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Finance Major, Economics Minor
David Yim, CFA's American Express Financial Advisors Experience August 1989 - August 1995
Job Head of Portfolio Management at MEAGNY, MunichRe
Industry Investment Management
Experience
MEAG-NY Corporation, MunichRe March 2014 - Present
PartnerRe Capital Markets February 2002 - March 2014
Deephaven Capital Management March 2000 - January 2002
Galliard Capital Management August 1995 - March 2000
American Express Financial Advisors August 1989 - August 1995
Skills
Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Trading, Hedge Funds, High Yield, CDS
Education
Harvard Business School 1983 — 2009
CFA Institute - Investment Management Workshop
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Middlebury College 1981 — 1985
BA
CFA - CFA Institute
CFA
MEAG-NY Corporation, MunichRe March 2014 - Present
PartnerRe Capital Markets February 2002 - March 2014
Deephaven Capital Management March 2000 - January 2002
Galliard Capital Management August 1995 - March 2000
American Express Financial Advisors August 1989 - August 1995
Skills
Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Trading, Hedge Funds, High Yield, CDS
Education
Harvard Business School 1983 — 2009
CFA Institute - Investment Management Workshop
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Middlebury College 1981 — 1985
BA
CFA - CFA Institute
CFA
Stephen Liguori's American Express Financial Advisors Experience January 2000 - July 2001
Job Insurance agent Liguori Insurance Services
Industry Insurance
Experience
Liguori Insurance Services March 2015 - Present
GetInsured.com September 2013 - March 2015
CIGNA Voluntary October 2011 - September 2013
Merrill Edge September 2010 - May 2011
JPMorgan Chase August 2003 - September 2010
New York Community Bank May 2002 - August 2003
Murphy & Durieu August 2001 - May 2002
American Express Financial Advisors January 2000 - July 2001
Chi Iota Kappa Fraternity March 1996 - May 1999
Skills
Sales, Health Insurance, Retail Banking, Life Insurance, Leadership, Organization, Customer Service, Project Management, Portfolio Management, Management, Finance, CRM, Customer Retention, Financial Services, Insurance, Investments, Mortgage Lending
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Financial Economics
lindenhurst
Liguori Insurance Services March 2015 - Present
GetInsured.com September 2013 - March 2015
CIGNA Voluntary October 2011 - September 2013
Merrill Edge September 2010 - May 2011
JPMorgan Chase August 2003 - September 2010
New York Community Bank May 2002 - August 2003
Murphy & Durieu August 2001 - May 2002
American Express Financial Advisors January 2000 - July 2001
Chi Iota Kappa Fraternity March 1996 - May 1999
Skills
Sales, Health Insurance, Retail Banking, Life Insurance, Leadership, Organization, Customer Service, Project Management, Portfolio Management, Management, Finance, CRM, Customer Retention, Financial Services, Insurance, Investments, Mortgage Lending
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Financial Economics
lindenhurst
Ryan Aaron's American Express Financial Advisors Experience June 1999 - December 1999
Job Intellectual Property & Marketing Attorney
Industry Law Practice
Experience
Nationwide Insurance July 2014 - Present
Jackson Kelly PLLC August 2009 - July 2014
Dinsmore & Shohl LLP September 2005 - July 2009
Cardinal Health January 2002 - August 2002
Cardinal Health March 2000 - December 2001
American Express Financial Advisors June 1999 - December 1999
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
West Virginia State University 2006 — 2007
B.S., Biology
West Virginia University College of Law 2002 — 2005
J.D.
Wheeling Jesuit University 1995 — 1999
B.S., Business Management / Pre-Medicine
Nationwide Insurance July 2014 - Present
Jackson Kelly PLLC August 2009 - July 2014
Dinsmore & Shohl LLP September 2005 - July 2009
Cardinal Health January 2002 - August 2002
Cardinal Health March 2000 - December 2001
American Express Financial Advisors June 1999 - December 1999
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
West Virginia State University 2006 — 2007
B.S., Biology
West Virginia University College of Law 2002 — 2005
J.D.
Wheeling Jesuit University 1995 — 1999
B.S., Business Management / Pre-Medicine
Clete Strak's American Express Financial Advisors Experience 1996 - 2005
Job Due Diligence Associate at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates March 2010 - Present
CARVAL INVESTORS, LLC February 2006 - May 2009
American Express Financial Advisors 1996 - 2005
American Express Financial Advisors January 1994 - January 1996
American Express Financial Advisors January 1992 - January 1994
American Express Financial Advisors January 1991 - January 1992
American Express Financial Advisors January 1989 - January 1991
Education
Hamline University 1985 — 1989
Bachelor of Arts, Business Management; Economics
University of St. Thomas (TX)
Bachelor of Arts, Business Management; Economics
Jeffrey Slocum & Associates March 2010 - Present
CARVAL INVESTORS, LLC February 2006 - May 2009
American Express Financial Advisors 1996 - 2005
American Express Financial Advisors January 1994 - January 1996
American Express Financial Advisors January 1992 - January 1994
American Express Financial Advisors January 1991 - January 1992
American Express Financial Advisors January 1989 - January 1991
Education
Hamline University 1985 — 1989
Bachelor of Arts, Business Management; Economics
University of St. Thomas (TX)
Bachelor of Arts, Business Management; Economics
Jeff Moe's American Express Financial Advisors Experience September 1998 - May 2002
Job Partner at Technical Resources, Inc.
Industry Financial Services
Experience
Technical Resources Inc. October 2010 - Present
IBM May 2002 - September 2010
American Express Financial Advisors September 1998 - May 2002
American Express Financial Advisors January 1995 - September 1998
American Express Financial Advisors April 1992 - December 1995
American Express Financial Advisors January 1988 - April 1992
American Express Financial Advisors January 1984 - January 1988
IDS Financial Services September 1979 - January 1984
Skills
Servers, Disaster Recovery, Data Center
Education
University of St. Thomas - Opus College of Business 1980 — 1984
MBA, Business Management
Gustavus Adolphus College 1975 — 1979
BA, Business, Political Science
Technical Resources Inc. October 2010 - Present
IBM May 2002 - September 2010
American Express Financial Advisors September 1998 - May 2002
American Express Financial Advisors January 1995 - September 1998
American Express Financial Advisors April 1992 - December 1995
American Express Financial Advisors January 1988 - April 1992
American Express Financial Advisors January 1984 - January 1988
IDS Financial Services September 1979 - January 1984
Skills
Servers, Disaster Recovery, Data Center
Education
University of St. Thomas - Opus College of Business 1980 — 1984
MBA, Business Management
Gustavus Adolphus College 1975 — 1979
BA, Business, Political Science
Abigail Brencick Chavez, CFP®'s American Express Financial Advisors Experience 2001 - 2003
Job Senior Portfolio Consultant at Schwab Private Client
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Fleming Wealth Strategies, LLC May 2012 - December 2013
USAA March 2010 - October 2011
Charles Schwab June 2003 - February 2010
American Express Financial Advisors 2001 - 2003
Education
Gonzaga University 1994 — 1998
BA, Political science
Charles Schwab December 2013 - Present
Fleming Wealth Strategies, LLC May 2012 - December 2013
USAA March 2010 - October 2011
Charles Schwab June 2003 - February 2010
American Express Financial Advisors 2001 - 2003
Education
Gonzaga University 1994 — 1998
BA, Political science
Michael Cascio's American Express Financial Advisors Experience October 2002 - November 2003
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
Dave Devo DeBolt's American Express Financial Advisors Experience January 1996 - January 1999
Job Owner Minnesota Xtreme All Star Cheer
Industry Sports
Experience
Minnesota Xtreme All Star Cheer May 2014 - Present
Planet Spirit Inc January 1998 - April 2014
Northwest Athletic Club 2002 - 2006
American Cheerleading Federation January 1995 - January 2000
American Express Financial Advisors January 1996 - January 1999
Skills
Microsoft Office, Team Building, Choreography, Coaching, Event Planning, Management, Team Management, Teamwork, Fundraising, Leadership, Event Management, Customer Service, Microsoft Excel, Sports Coaching, Sports Management
Education
Iowa State University 1992 — 1999
B.S; B.S, Finance; Business Management
Minnesota Xtreme All Star Cheer May 2014 - Present
Planet Spirit Inc January 1998 - April 2014
Northwest Athletic Club 2002 - 2006
American Cheerleading Federation January 1995 - January 2000
American Express Financial Advisors January 1996 - January 1999
Skills
Microsoft Office, Team Building, Choreography, Coaching, Event Planning, Management, Team Management, Teamwork, Fundraising, Leadership, Event Management, Customer Service, Microsoft Excel, Sports Coaching, Sports Management
Education
Iowa State University 1992 — 1999
B.S; B.S, Finance; Business Management
Andrea Robideaux's American Express Financial Advisors Experience March 2001 - September 2005
Job Independent Consultant at The Willow Group
Industry Management Consulting
Experience
The Willow Group December 2014 - Present
Nuveen Investments January 2013 - December 2014
The Willow Group December 2010 - January 2013
Ameriprise Financial November 2008 - October 2010
Ameriprise Financial June 2008 - November 2008
Ameriprise Financial October 2005 - March 2008
American Express Financial Advisors March 2001 - September 2005
American Express Financial Advisors March 1995 - December 2000
Electronic Data Systems July 1989 - March 1995
Skills
Business Analysis, Business Process..., Business Process, Vendor Management, Requirements Gathering, Cross-functional Team..., Project Management, Program Management, Financial Services, Management Consulting, Analysis, Software Documentation, Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 1987 — 1989
B.S., Business and Accounting
The Willow Group December 2014 - Present
Nuveen Investments January 2013 - December 2014
The Willow Group December 2010 - January 2013
Ameriprise Financial November 2008 - October 2010
Ameriprise Financial June 2008 - November 2008
Ameriprise Financial October 2005 - March 2008
American Express Financial Advisors March 2001 - September 2005
American Express Financial Advisors March 1995 - December 2000
Electronic Data Systems July 1989 - March 1995
Skills
Business Analysis, Business Process..., Business Process, Vendor Management, Requirements Gathering, Cross-functional Team..., Project Management, Program Management, Financial Services, Management Consulting, Analysis, Software Documentation, Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 1987 — 1989
B.S., Business and Accounting
Patricia Bradner-Heidke's American Express Financial Advisors Experience July 1997 - December 2002
Job Investment Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2005 - Present
New England Financial January 2003 - December 2005
American Express Financial Advisors July 1997 - December 2002
Skills
series 7, Retirement, FINRA, Fixed Annuities, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Series 65, Wealth Management, Wealth Accumulation, Education Funding, Investment Strategies, 401k, Financial Planners, Series 7, Insurance, Securities, Financial Planning
Education
Iowa State University
Macalester College
Principal Financial Group December 2005 - Present
New England Financial January 2003 - December 2005
American Express Financial Advisors July 1997 - December 2002
Skills
series 7, Retirement, FINRA, Fixed Annuities, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Series 65, Wealth Management, Wealth Accumulation, Education Funding, Investment Strategies, 401k, Financial Planners, Series 7, Insurance, Securities, Financial Planning
Education
Iowa State University
Macalester College
Michael Savas Tumer's American Express Financial Advisors Experience February 1987 - June 1992
Job President at Bayhill Advisors Inc
Industry Financial Services
Experience
Bayhill Advisors Inc February 2000 - Present
Nationwide Retirement Services July 1994 - March 2000
Optima Group June 1992 - July 1994
American Express Financial Advisors February 1987 - June 1992
Education
University of Arizona 1973 — 1974
Masters, Land Use Planning
Iowa State University 1964 — 1968
Bachelors, Economics, Sociology
Bayhill Advisors Inc February 2000 - Present
Nationwide Retirement Services July 1994 - March 2000
Optima Group June 1992 - July 1994
American Express Financial Advisors February 1987 - June 1992
Education
University of Arizona 1973 — 1974
Masters, Land Use Planning
Iowa State University 1964 — 1968
Bachelors, Economics, Sociology
Carol Pape CAE's American Express Financial Advisors Experience April 1998 - August 2004
Job Chief Operating Officer at Association of Professional Chaplains
Industry Nonprofit Organization Management
Experience
Association of Professional Chaplains October 2013 - Present
Association of Professional Chaplains January 2007 - October 2013
Schaumburg School District 54 August 2004 - January 2007
American Express Financial Advisors April 1998 - August 2004
Northwest Suburban Association of Commerce & Industry August 1991 - March 1998
Greater Palatine Chamber of Commerce September 1986 - August 1991
Skills
Certified Association...
Education
Indiana University-Purdue University at Indianapolis 1978 — 1981
B.S., Community Health Education
Association of Professional Chaplains October 2013 - Present
Association of Professional Chaplains January 2007 - October 2013
Schaumburg School District 54 August 2004 - January 2007
American Express Financial Advisors April 1998 - August 2004
Northwest Suburban Association of Commerce & Industry August 1991 - March 1998
Greater Palatine Chamber of Commerce September 1986 - August 1991
Skills
Certified Association...
Education
Indiana University-Purdue University at Indianapolis 1978 — 1981
B.S., Community Health Education
Nancy Sellman's American Express Financial Advisors Experience October 1994 - April 1995
Job Volunteer Mentor at Animal Humane Society
Industry Information Technology and Services
Experience
Animal Humane Society April 2005 - Present
United Health Group August 2003 - July 2004
RBC Dain Rauscher May 2002 - January 2003
Best Buy October 1996 - May 2002
Carlson Companies April 1995 - June 1996
American Express Financial Advisors October 1994 - April 1995
University of Minnesota - Administrative Information Systems December 1993 - September 1994
Fingerhut November 1991 - 1993
EDS Advanced Solutions October 1989 - October 1991
ITT Consumer Finance Corp 1979 - 1985
Skills
Databases, Data Warehousing, Customer Service, Oracle, DB2, Software Documentation, SQL, Performance Tuning, Microsoft SQL Server, Software Development, Program Management, SQL Tuning, AIX, IBM AIX
Education
Hennepin Technical College 1986 — 1988
Certificate, Computer Programming
Animal Humane Society April 2005 - Present
United Health Group August 2003 - July 2004
RBC Dain Rauscher May 2002 - January 2003
Best Buy October 1996 - May 2002
Carlson Companies April 1995 - June 1996
American Express Financial Advisors October 1994 - April 1995
University of Minnesota - Administrative Information Systems December 1993 - September 1994
Fingerhut November 1991 - 1993
EDS Advanced Solutions October 1989 - October 1991
ITT Consumer Finance Corp 1979 - 1985
Skills
Databases, Data Warehousing, Customer Service, Oracle, DB2, Software Documentation, SQL, Performance Tuning, Microsoft SQL Server, Software Development, Program Management, SQL Tuning, AIX, IBM AIX
Education
Hennepin Technical College 1986 — 1988
Certificate, Computer Programming
Gary Maack-Magnusson, JD, LLM, CFP, CLU, ChFC's American Express Financial Advisors Experience 1992 - 2004
Job Advanced Markets & Qualified Plans Consultant at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services 2004 - Present
American Express Financial Advisors 1992 - 2004
Deloitte & Touche 1986 - 1992
Skills
Series 7, Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Insurance, Succession Planning, Employee Benefits, IRAs, Retirement, 401k, Wealth Management, Small Business, Financial Advisory, Tax, Mutual Funds, Financial Planning
Education
University of Denver - Sturm College of Law 1983 — 1984
LLM in Tax Law, Taxation
Hamline University School of Law 1980 — 1983
Juris Doctor, Law
University of Wisconsin-Milwaukee 1978 — 1979
Bachelor of Arts (BA), English (major), Business (minor)
Woodbury Financial Services 2004 - Present
American Express Financial Advisors 1992 - 2004
Deloitte & Touche 1986 - 1992
Skills
Series 7, Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Insurance, Succession Planning, Employee Benefits, IRAs, Retirement, 401k, Wealth Management, Small Business, Financial Advisory, Tax, Mutual Funds, Financial Planning
Education
University of Denver - Sturm College of Law 1983 — 1984
LLM in Tax Law, Taxation
Hamline University School of Law 1980 — 1983
Juris Doctor, Law
University of Wisconsin-Milwaukee 1978 — 1979
Bachelor of Arts (BA), English (major), Business (minor)
Tina Tobye's American Express Financial Advisors Experience 1999 - 2002
Job All Operations/Executive Assistant at The Mitre Group
Industry Financial Services
Experience
Looking For A New Job August 2010 - August 2010
The Mitre Group October 2008 - March 2010
American Express Financial advisors 1999 - 2002
Education
Indiana Business College 2002 — 2003
Comptia A+ and Networking
Looking For A New Job August 2010 - August 2010
The Mitre Group October 2008 - March 2010
American Express Financial advisors 1999 - 2002
Education
Indiana Business College 2002 — 2003
Comptia A+ and Networking
Dan Shaw, CFP's American Express Financial Advisors Experience October 1991 - May 1995
Job Sr. Portfolio Manager at JP Morgan
Industry Investment Management
Experience
JP Morgan 2000 - Present
Bank One March 1997 - September 2000
Bank One November 1995 - March 1997
South Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capitol Group. October 1989 - October 1991
Continental Airlines September 1978 - October 1989
Education
University of Phoenix 1985 — 1987
B.S., Business Administration
Illinois Central College 1977 — 1980
A.A., Accounting
JP Morgan 2000 - Present
Bank One March 1997 - September 2000
Bank One November 1995 - March 1997
South Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capitol Group. October 1989 - October 1991
Continental Airlines September 1978 - October 1989
Education
University of Phoenix 1985 — 1987
B.S., Business Administration
Illinois Central College 1977 — 1980
A.A., Accounting
Anita Chisholm's American Express Financial Advisors Experience 1989 - 1994
Job Automotive Sales Manager at Times Media Gannett
Industry Newspapers
Experience
Times Media - Gannett May 2012 - Present
Gannett September 1996 - Present
American Express Financial Advisors 1989 - 1994
Skills
Customer Service, Advertising, Social Media Marketing, Social Media, Marketing Communications, Online Advertising, Marketing Strategy, Public Relations, Marketing, Account Management, Sales, Online Marketing, Sales Management, New Business Development, Email Marketing, B2B, Digital Media, Digital Marketing, Salesforce.com, Advertising Sales, Direct Marketing, CRM, Sales Process, Social Networking, Media Planning, Facebook, Leadership, SEO, Lead Generation, Integrated Marketing, Customer Satisfaction
Education
Inver Hills Community College
Times Media - Gannett May 2012 - Present
Gannett September 1996 - Present
American Express Financial Advisors 1989 - 1994
Skills
Customer Service, Advertising, Social Media Marketing, Social Media, Marketing Communications, Online Advertising, Marketing Strategy, Public Relations, Marketing, Account Management, Sales, Online Marketing, Sales Management, New Business Development, Email Marketing, B2B, Digital Media, Digital Marketing, Salesforce.com, Advertising Sales, Direct Marketing, CRM, Sales Process, Social Networking, Media Planning, Facebook, Leadership, SEO, Lead Generation, Integrated Marketing, Customer Satisfaction
Education
Inver Hills Community College
Dawn Wilson, CIMA®'s American Express Financial Advisors Experience May 2004 - December 2004
Job Institutional Marketing at Capital Group
Industry Financial Services
Experience
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Diane Nemphos's American Express Financial Advisors Experience 1996 - 1999
Job Business Consultant at TekSystems
Industry Financial Services
Experience
TekSystems October 2010 - Present
TekSystems December 2009 - June 2010
Phoenix Life Insurance Company 2002 - 2009
Phoenix Life Insurance Company 2007 - 2008
Phoenix Life Insurance Company 2003 - 2006
Phoenix Life Insurance Company 2002 - 2004
American Skandia January 2000 - October 2002
American Skandia (Life, Annuity, Mutual Funds) 1999 - 2002
American Express Financial Advisors 1996 - 1999
Aetna Life & Casualty 1987 - 1996
Education
Hope College 1983 — 1987
B.A., Business Administration, Finance, Communications
TekSystems October 2010 - Present
TekSystems December 2009 - June 2010
Phoenix Life Insurance Company 2002 - 2009
Phoenix Life Insurance Company 2007 - 2008
Phoenix Life Insurance Company 2003 - 2006
Phoenix Life Insurance Company 2002 - 2004
American Skandia January 2000 - October 2002
American Skandia (Life, Annuity, Mutual Funds) 1999 - 2002
American Express Financial Advisors 1996 - 1999
Aetna Life & Casualty 1987 - 1996
Education
Hope College 1983 — 1987
B.A., Business Administration, Finance, Communications
Reggie (Regina McCartney) Pratt's American Express Financial Advisors Experience October 1998 - January 1999
Job Client Relations at Kiplinger Investment Advisors LLC
Industry Financial Services
Experience
Kiplinger Investment Advisors LLC June 1999 - Present
American Express Financial Advisors October 1998 - January 1999
Edward Jones March 1989 - August 1998
Skills
Customer Service, Account Management, Management, Microsoft Excel, Microsoft Office, Leadership, Outlook
Education
Heidelberg University 1982 — 1986
Business Administration and Management, General
Oberlin High School 1978 — 1982
Kiplinger Investment Advisors LLC June 1999 - Present
American Express Financial Advisors October 1998 - January 1999
Edward Jones March 1989 - August 1998
Skills
Customer Service, Account Management, Management, Microsoft Excel, Microsoft Office, Leadership, Outlook
Education
Heidelberg University 1982 — 1986
Business Administration and Management, General
Oberlin High School 1978 — 1982
John Twele, CFA's American Express Financial Advisors Experience November 1987 - April 1994
Job President & CEO at Twele Capital Management, Inc.
Industry Investment Management
Experience
Twele Capital Management, Inc. January 2004 - Present
U.S. Bancorp Asset Management, Inc. February 1999 - February 2002
U.S. Bancorp Asset Management. Inc. November 1996 - February 1999
Investment Advisors, Inc. April 1994 - April 1996
American Express Financial Advisors November 1987 - April 1994
Kemper Financial Services, Inc. August 1986 - November 1987
Mercantile Trust Company, NA July 1983 - August 1986
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Equity Research, Hedge Funds, Investor Relations, ETFs, Bonds, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Advisory, Securities, Fixed Income, Strategic Financial..., Bloomberg
Education
Indiana University Bloomington 1980 — 1982
B.S., Finance, Accounting
Twele Capital Management, Inc. January 2004 - Present
U.S. Bancorp Asset Management, Inc. February 1999 - February 2002
U.S. Bancorp Asset Management. Inc. November 1996 - February 1999
Investment Advisors, Inc. April 1994 - April 1996
American Express Financial Advisors November 1987 - April 1994
Kemper Financial Services, Inc. August 1986 - November 1987
Mercantile Trust Company, NA July 1983 - August 1986
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Equity Research, Hedge Funds, Investor Relations, ETFs, Bonds, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Advisory, Securities, Fixed Income, Strategic Financial..., Bloomberg
Education
Indiana University Bloomington 1980 — 1982
B.S., Finance, Accounting
Brett Schnell's American Express Financial Advisors Experience April 2001 - September 2006
Job Controller and Corporate Secretary at SpendSmart Networks, Inc.
Industry Financial Services
Experience
SpendSmart Networks, Inc. October 2012 - Present
Financial Consultant May 2011 - October 2012
Fairview Health Services March 2009 - April 2011
Ameriprise Financial September 2006 - March 2009
American Express Financial Advisors April 2001 - September 2006
American Express Financial Advisorsgreater February 2000 - April 2001
American Express Financial Advisors September 1998 - February 2000
American Express Financial Advisors March 1996 - September 1998
Norwest Card Services (cka Wells Fargo Financial) October 1995 - March 1996
IDS Financial Services (cka Ameriprise Financial) December 1993 - October 1995
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Budgets, Process Improvement, Cash Management, Risk Management, Financial Reporting, Corporate Finance, Banking, Relationship Management, Disaster Recovery, Hospitals, Key Performance..., Leadership, Contract Negotiation, Quality Management, Strategic Planning, Visio, Working Capital..., Financial Accounting, Tax, Balance Sheet, P&L Analysis, SEC, Sarbanes-Oxley Act
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Finance
Iowa State University 1986 — 1990
BBA, Accounting
SpendSmart Networks, Inc. October 2012 - Present
Financial Consultant May 2011 - October 2012
Fairview Health Services March 2009 - April 2011
Ameriprise Financial September 2006 - March 2009
American Express Financial Advisors April 2001 - September 2006
American Express Financial Advisorsgreater February 2000 - April 2001
American Express Financial Advisors September 1998 - February 2000
American Express Financial Advisors March 1996 - September 1998
Norwest Card Services (cka Wells Fargo Financial) October 1995 - March 1996
IDS Financial Services (cka Ameriprise Financial) December 1993 - October 1995
Skills
Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Budgets, Process Improvement, Cash Management, Risk Management, Financial Reporting, Corporate Finance, Banking, Relationship Management, Disaster Recovery, Hospitals, Key Performance..., Leadership, Contract Negotiation, Quality Management, Strategic Planning, Visio, Working Capital..., Financial Accounting, Tax, Balance Sheet, P&L Analysis, SEC, Sarbanes-Oxley Act
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Finance
Iowa State University 1986 — 1990
BBA, Accounting
Jeffrey Goldberg's American Express Financial Advisors Experience June 1997 - July 1998
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
Laurie Wien's American Express Financial Advisors Experience August 2001 - 2005
Job Vice President, Risk Management at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Director, Brokerage Phone OperationsAmeriprise Express Financial Advisors2005 - 2009
American Express Financial Advisors August 2001 - 2005
American Express Financial Advisors 1999 - 2001
Education
University of Saint Thomas - School of Business
MBA
Indiana University Bloomington 1978 — 1982
BA, Psychology & Finance
Hinsdale Central High School 1974 — 1978
Ameriprise Financial Director, Brokerage Phone OperationsAmeriprise Express Financial Advisors2005 - 2009
American Express Financial Advisors August 2001 - 2005
American Express Financial Advisors 1999 - 2001
Education
University of Saint Thomas - School of Business
MBA
Indiana University Bloomington 1978 — 1982
BA, Psychology & Finance
Hinsdale Central High School 1974 — 1978
Lori J Pirrone's American Express Financial Advisors Experience April 2000 - April 2001
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors April 2001 - Present
American Express Financial Advisors April 2000 - April 2001
Skills
Strategic Financial..., Financial Planners, Risk Management, Small Business, Insurance Planning, Financial Planning
Education
Dale Carnegie 2012 — 2012
Hofstra University 1994 — 1999
BA, Banking & Finance
AXA Advisors April 2001 - Present
American Express Financial Advisors April 2000 - April 2001
Skills
Strategic Financial..., Financial Planners, Risk Management, Small Business, Insurance Planning, Financial Planning
Education
Dale Carnegie 2012 — 2012
Hofstra University 1994 — 1999
BA, Banking & Finance
Stephanie Ring's American Express Financial Advisors Experience 2004 - 2005
Job Project and Production Management
Industry Marketing and Advertising
Experience
Hyatt Hotels Corporation September 2014 - Present
Hanley Wood Marketing April 2011 - July 2014
Hanley Wood Marketing 2005 - September 2011
American Express Financial Advisors 2004 - 2005
Hanley Wood 2001 - 2004
Hanley Wood 1999 - 2001
Skills
Interactive Marketing, Integrated Marketing, Email Marketing, Direct Mail, Resource Management, Production Managment, Resource Allocation, Project Management, Management, Budgets, Project Planning, Digital Media, Vendor Management, Team Leadership, Advertising, Direct Marketing, Marketing Communications
Education
Gustavus Adolphus College 1995 — 1999
Bachelor's degree, Business and History
Hyatt Hotels Corporation September 2014 - Present
Hanley Wood Marketing April 2011 - July 2014
Hanley Wood Marketing 2005 - September 2011
American Express Financial Advisors 2004 - 2005
Hanley Wood 2001 - 2004
Hanley Wood 1999 - 2001
Skills
Interactive Marketing, Integrated Marketing, Email Marketing, Direct Mail, Resource Management, Production Managment, Resource Allocation, Project Management, Management, Budgets, Project Planning, Digital Media, Vendor Management, Team Leadership, Advertising, Direct Marketing, Marketing Communications
Education
Gustavus Adolphus College 1995 — 1999
Bachelor's degree, Business and History
Luana Porter's American Express Financial Advisors Experience May 2000 - July 2001
Job Client Service Representative at HealthHelp
Industry Financial Services
Experience
HealthHelp March 2011 - Present
RiverSource Life Insurance Co. of New York March 2001 - December 2010
American Express Financial Advisors May 2000 - July 2001
IDS Life Insurance Company of New York March 1991 - October 1996
Skills
Customer Service, Program Management, Software Documentation, Training, Call Centers, Policy, Research, Insurance Compliance, Teamwork, Problem Solving, Microsoft Office, Financial Services, Healthcare, Microsoft Word, Microsoft Excel, Insurance, Administrative..., Leadership, Troubleshooting, Administrative...
Education
Hudson Valley Community College 2006 — 2007
State University of New York College at Cortland 1980 — 1985
Bachelors, Physical Education
HealthHelp March 2011 - Present
RiverSource Life Insurance Co. of New York March 2001 - December 2010
American Express Financial Advisors May 2000 - July 2001
IDS Life Insurance Company of New York March 1991 - October 1996
Skills
Customer Service, Program Management, Software Documentation, Training, Call Centers, Policy, Research, Insurance Compliance, Teamwork, Problem Solving, Microsoft Office, Financial Services, Healthcare, Microsoft Word, Microsoft Excel, Insurance, Administrative..., Leadership, Troubleshooting, Administrative...
Education
Hudson Valley Community College 2006 — 2007
State University of New York College at Cortland 1980 — 1985
Bachelors, Physical Education
Jan Stahl's American Express Financial Advisors Experience January 1992 - September 2002
Job Account Manager
Industry Printing
Experience
Cenveo September 2011 - March 2015
WorkflowOne August 2007 - March 2011
RR Donnelley May 2005 - August 2007
Cenveo September 2002 - May 2005
American Express Financial Advisors January 1992 - September 2002
Skills
Project Management, Direct Mail, Digital Printing, Pre-press, Print Management, Adobe Creative Suite, Variable Data Printing, Adobe Acrobat, Offset Printing, Direct Marketing, Account Management, Packaging, Marketing, Sales, Graphic Design, Management, Graphics, Illustrator, SAP, Process Improvement, Wide Format Printing, Photoshop, Print Production
Education
Hennepin Technical College 2007 — 2011
certificate, Print / Graphic Design / Photography
Minneapolis College of Art and Design
Design I & II
UW Stevens Point, WI
Communications
Cenveo September 2011 - March 2015
WorkflowOne August 2007 - March 2011
RR Donnelley May 2005 - August 2007
Cenveo September 2002 - May 2005
American Express Financial Advisors January 1992 - September 2002
Skills
Project Management, Direct Mail, Digital Printing, Pre-press, Print Management, Adobe Creative Suite, Variable Data Printing, Adobe Acrobat, Offset Printing, Direct Marketing, Account Management, Packaging, Marketing, Sales, Graphic Design, Management, Graphics, Illustrator, SAP, Process Improvement, Wide Format Printing, Photoshop, Print Production
Education
Hennepin Technical College 2007 — 2011
certificate, Print / Graphic Design / Photography
Minneapolis College of Art and Design
Design I & II
UW Stevens Point, WI
Communications
Birgitta (Gita) Meckel's American Express Financial Advisors Experience 1995 - 1998
Job Deputy Director of Operations, EHS Division at Lawrence Berkeley National Laboratory
Industry Research
Experience
Lawrence Berkeley National Laboratory November 2011 - Present
Lawrence Berkeley National Laboratory April 2001 - November 2011
Quokka Sports August 2000 - March 2001
Netkey January 1999 - August 2000
American Express Financial Advisors 1995 - 1998
Skills
Program Management, Analysis, Data Analysis, Statistics, Process Improvement, Research, Microsoft Office, Project Management, Team Leadership, Project Planning, Process Engineering, Business Analysis, Operations Management, Business Strategy, Management, Sustainability, Strategic Planning, Cross-functional Team..., Policy, Public Speaking, Six Sigma, Risk Assessment, Team Building, Risk Management, Change Management, Organizational..., Leadership, Budgets, Training, Coaching, Environmental Awareness, Safety Management..., Emergency Management, Customer Service, Technical Writing, Management Consulting, Business Process..., Government, Performance Management, Contract Management, Continuous Improvement, Quality Management, Strategy, Proposal Writing, Software Documentation, Hazardous Waste..., Quality Assurance, Contract Negotiation
Education
Golden Gate University
MBA, Finance
Lawrence Berkeley National Laboratory November 2011 - Present
Lawrence Berkeley National Laboratory April 2001 - November 2011
Quokka Sports August 2000 - March 2001
Netkey January 1999 - August 2000
American Express Financial Advisors 1995 - 1998
Skills
Program Management, Analysis, Data Analysis, Statistics, Process Improvement, Research, Microsoft Office, Project Management, Team Leadership, Project Planning, Process Engineering, Business Analysis, Operations Management, Business Strategy, Management, Sustainability, Strategic Planning, Cross-functional Team..., Policy, Public Speaking, Six Sigma, Risk Assessment, Team Building, Risk Management, Change Management, Organizational..., Leadership, Budgets, Training, Coaching, Environmental Awareness, Safety Management..., Emergency Management, Customer Service, Technical Writing, Management Consulting, Business Process..., Government, Performance Management, Contract Management, Continuous Improvement, Quality Management, Strategy, Proposal Writing, Software Documentation, Hazardous Waste..., Quality Assurance, Contract Negotiation
Education
Golden Gate University
MBA, Finance
Vince Krey's American Express Financial Advisors Experience June 1995 - June 1997
Job Recruiter/Consultant
Industry Staffing and Recruiting
Experience
QCI Health Care June 2008 - Present
Iacovoni, Krey & Associates June 1997 - July 2008
American Express Financial Advisors June 1995 - June 1997
Skills
Eduating, Public Speaking, Consultations
Education
Grand Valley State University
BBA, accounting
Western Michigan University
MBA, Business Administration
QCI Health Care June 2008 - Present
Iacovoni, Krey & Associates June 1997 - July 2008
American Express Financial Advisors June 1995 - June 1997
Skills
Eduating, Public Speaking, Consultations
Education
Grand Valley State University
BBA, accounting
Western Michigan University
MBA, Business Administration
Jean Coghill's American Express Financial Advisors Experience July 2003 - December 2003
Job Human Resources
Industry Human Resources
Experience
Slomin's, Inc. Financial ConsultantMarch of Dimes2004 - 2004
American Express Financial Advisors July 2003 - December 2003
Skills
Human Resources, Strategic Planning, Nonprofits, Finance, Financial Analysis, Banking, life insurance license, C.P.A.1983
Education
Stony Brook University
Master of Arts (M.A.)
Hofstra University
BBA
Stony Brook University
Slomin's, Inc. Financial ConsultantMarch of Dimes2004 - 2004
American Express Financial Advisors July 2003 - December 2003
Skills
Human Resources, Strategic Planning, Nonprofits, Finance, Financial Analysis, Banking, life insurance license, C.P.A.1983
Education
Stony Brook University
Master of Arts (M.A.)
Hofstra University
BBA
Stony Brook University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.