American Express Financial Advisors

Industry: Financial services company

Description

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

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American Express Financial Advisors Employees

Employee
Years
Job
Industry
Mark Stamper Mark Stamper Albuquerque, New Mexico Area Details
Mark Stamper's American Express Financial Advisors Experience March 1996 - April 2004
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  February 2014 - Present
USAA  September 2011 - February 2014
USAA  September 2008 - September 2011
USAA  July 2005 - September 2008
USAA  May 2004 - July 2005
American Express Financial Advisors   March 1996 - April 2004
East Baton Rouge Parish School System  August 1990 - March 1996

Education
American College   2002 — 2004
CFP, ChFC, CLU, Financial Planning, Insurance, Investments

Louisiana State University   1984 — 1990
BA, History, Education

K. Anthony Bologna K. Anthony Bologna Greater Memphis Area Details
K. Anthony Bologna's American Express Financial Advisors Experience May 1995 - August 2005
Job Consultant and Project Manager at Bologna Consultants
Industry Architecture & Planning
Experience
Bologna Consultants   November 2007 - Present
Mass Mutual Fin. Servs.   December 2006 - October 2007
Charles Schwab and Co.  September 2005 - September 2006
Charles Schwab Bank  September 2005 - September 2006
American Express Financial Advisors   May 1995 - August 2005
American Express Financial Advisors   January 1995 - April 1995
Hamilton Advisors   October 1994 - December 1994
Allen & Hoshall Engr and Arch.   August 1991 - September 1994
Pickering Firm Engineering and Arch.   September 1988 - July 1991

Skills
Project Planning and..., Project Management, Construction Oversight, Comprehensive Financial..., Financial Analysis, Investments, Securities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, General Management, Recruiting, Marketing, Leadership, Consulting, Construction, Contract Negotiation, Project Planning, Contract Management, Budgets, Risk Management, Sales, Financial Goals, Insurance, Strategic Financial..., Business Development

Education
National Association of Securities Dealers   1995 — 1995
Series 7 and 63

Tennessee Department of Insurance   1995 — 1995
Series 21 and 22 and 23

Louisiana State University   1982 — 1988
Bachelor of Landscape Architecture, College of Design

Memphis State University
Elective Study Summers of 1986 and 1987

Scottie Traylor Scottie Traylor Monroe, Louisiana Details
Scottie Traylor's American Express Financial Advisors Experience October 1998 - November 1999
Job Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2003 - Present
Progressive Bank  2000 - Present
Legg Mason  November 1999 - January 2003
American Express Financial Advisors   October 1998 - November 1999

Skills
Portfolio Management, Investment Advisory, Wealth, Insurance, Financial Analysis, Finance, Financial Planners, Financial Planning, Investment Management, 401k, Wealth Management..., Series 7, Bonds, Stocks, ETFs, Long-term Care, Life Insurance, Series 65, Long Term Care Insurance, Disability Insurance, Series 9/10

Education
Louisiana Tech University   1969 — 1973
Bachelor of Arts, Architecture

Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC Greater Philadelphia Area Details
Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC's American Express Financial Advisors Experience 2000 - 2002
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   2008 - Present
Ameriprise Financial Services, Inc.   2002 - 2008
American Express Financial Advisors   2000 - 2002
American Express Financial Advisors   1997 - 2000
American Express Financial Advisors   1995 - 1997

Education
La Salle University   1990 — 1994
B.S., Finance and Risk Management

CAS, Institute of Business & Finance, San Diego, CA

CFS, Institute of Business & Finance, San Diego, CA

CLTC, Corporation for Long Term Care, Newton, PA

CRPC, College for Financial Planning, Greenwood Village, CO

Ann Eilander Ann Eilander Houston, Texas Area Details
Ann Eilander's American Express Financial Advisors Experience October 2003 - March 2005
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  January 2011 - Present
Columbia Management  May 2010 - January 2011
RiverSource Distributors Inc.   October 2006 - May 2010
RiverSource Distributors, Inc.   January 2009 - May 2009
RiverSource Distributors, Inc.   October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young   January 2006 - October 2006
Ameriprise Financial  March 2005 - January 2006
American Express Financial Advisors   October 2003 - March 2005

Skills
Series 7, Series 66, Mutual Funds, Wholesaling

Education
Kalamazoo College   1999 — 2003
BA, Economics, Business/Finance, Sociology

Grosse Ile High School

Maryanne Diggs Maryanne Diggs Richmond, Virginia Area Details
Maryanne Diggs's American Express Financial Advisors Experience 2001 - 2002
Job Client Service Associate, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Wells Fargo Advisors, LLC  2008 - April 2015
Wachovia Securities  2005 - 2008
Wachovia Securities  2002 - 2005
American Express Financial Advisors   2001 - 2002

Skills
Asset Allocation, Retirement Planning, Mutual Funds

Education
James Madison University - College of Business   1998 — 2001
BBA, Marketing Information Systems

Herndon High School   1994 — 1997

Christine Walter, MBA, CGMA, CMA, CPA inactive Christine Walter, MBA, CGMA, CMA, CPA inactive Greater Minneapolis-St. Paul Area Details
Christine Walter, MBA, CGMA, CMA, CPA inactive's American Express Financial Advisors Experience 1986 - 1996
Job Controller Finance & Accounting
Industry Accounting
Experience
Thermo Fisher Scientific  2009 - 2012
Weyerhaeuser/International Paper   2006 - 2009
Fiserv d.b.a. Personix   2002 - 2006
Robert Half Management Resources  2001 - 2001
Personnel Decisions International  1998 - 2001
Amherst H. Wilder Foundation  1996 - 1998
American Express Financial Advisors   1986 - 1996

Skills
Forecasting, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Process Improvement, Finance, Leadership, Internal Controls, Accounting, Management, Internal Audit, US GAAP, Account Reconciliation, Business Process..., Accounts Payable, GAAP, Financial Statements, Accounts Receivable, Hyperion HFM, SAP R/3, SAP BW, Mapics, Budget Process, Kaizen, Cognos, Lean Manufacturing, Business Ethics, Safety, ISIS, Access, IBM iSeries, AS400 system, JD Edwards, Intacct, Insight Unlimited

Education
University of Minnesota - Carlson School of Management   2010 — 2014
MBA, Finance

Metropolitan State University   1991 — 1995
Bachelor of Science, Accounting

Giselle Viera Giselle Viera Miami, Florida Details
Giselle Viera's American Express Financial Advisors Experience July 1995 - June 1996
Job Regional Compliance Officer
Industry Financial Services
Experience
Sigue Corporation  December 2014 - Present
Ocean Bank  June 2011 - December 2014
Catering by GISELLE   September 2009 - June 2011
Zen Village   2010 - 2011
Evans Petroleum Services, Inc.   September 2009 - September 2010
Living Waters European Day Spa & Salon   June 2001 - January 2009
Living Waters European Day Spa & Salon   June 2000 - June 2001
GMV Consultants, Inc.   January 1998 - June 2000
American Express Financial Advisors   July 1995 - June 1996
Diagnostic Support Services   January 1994 - June 1995

Skills
Budgeting, Administration, Accounting, Quickbooks, Inventory Management, Customer Relations, Customer Service, Spanish, Operations Management, Problem Solving, Excel, Team Building, Event Planning, Word, Outlook, Event Management, Microsoft Office, Scheduling, Negotiation, Analysis, Hiring, Purchasing, Bank Secrecy Act, Banking, AML, Anti Money Laundering, Microsoft Excel, OFAC, Management, Financial Risk, Risk Management, Due Diligence, Risk Assessment, Fraud, KYC, Finance, Payroll, Budgets, Retail Banking, Credit, Software Documentation

Education
Miami Dade College   1985 — 1987
Associate of Science (A.S.), Banking and Financial Support Services

Richard Markle Richard Markle Evanston, Illinois Details
Richard Markle's American Express Financial Advisors Experience September 1995 - September 1996
Job PT, DPT, MBA, BS
Industry Hospital & Health Care
Experience
Tri Parish Beauregard Rehabilitation Hospital   July 2014 - Present
Presence St. Francis Medical Center   August 2013 - November 2013
MacNeal Hospital  August 2012 - November 2012
University of Illinois Medical Center  August 2010 - September 2012
Provena Covenant Medical Center  May 2012 - August 2012
Advocate Trinity Hospital  July 2010 - August 2010
Des Medical Corp.   September 2006 - September 2009
Affiliated Resources, Inc.   September 1996 - September 2004
American Express Financial Advisors   September 1995 - September 1996
Chicago Cubs Sports Shop   January 1993 - September 1995

Skills
Physical Therapy, Rehabilitation, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Research, Cpr Certified, Teamwork, Social Media, Data Analysis, Healthcare, Outlook, Market Research, Project Management, Teaching

Education
University of Illinois at Chicago   2010 — 2013
Doctorate, Physcial Therapy

Loyola University Chicago   1992 — 1995
Masters Degree, Business Administration (Finance)

University of Illinois at Urbana-Champaign   1986 — 1990
Bachelor's degree, Psychology

Marie Adsero Marie Adsero Sioux Falls, South Dakota Area Details
Marie Adsero's American Express Financial Advisors Experience August 2001 - January 2004
Job Purchasing Agent
Industry Mining & Metals
Experience
L&M Radiator, Inc   May 2008 - Present
Arbonne International  November 2010 - Present
Plains Midstream Canada  November 2005 - May 2008
American Express Financial Advisors   August 2001 - January 2004

Skills
Outlook, Time Management, Customer Service, Purchasing, Microsoft Excel, Accounts Receivable, PowerPoint, Invoicing, Sewing, Databases, Manufacturing, Drawing, Project Planning

Education
North Dakota State University   1999 — 2000

Mesabi Range Community and Technical College   1997 — 1999

Mark Ledson, CFP®, CRPC, CLTC Mark Ledson, CFP®, CRPC, CLTC Greater Minneapolis-St. Paul Area Details
Mark Ledson, CFP®, CRPC, CLTC's American Express Financial Advisors Experience July 1986 - March 2007
Job at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group  January 2011 - Present
Thrivent Financial for Lutherans  April 2007 - January 2011
American Express Financial Advisors   July 1986 - March 2007

Skills
Retirement Planning, Strategic Financial..., Leadership, Securities, Financial Advisory, Retirement, Estate Planning

Education
Louisiana Tech University   1981 — 1986
Business Administration, Marketing, Management

Kim Kinsey Kim Kinsey Cincinnati Area Details
Kim Kinsey's American Express Financial Advisors Experience December 1998 - June 2005
Job Independent Beauty Consultant with Mary Kay
Industry Cosmetics
Experience
Self employed  August 2003 - Present
BFM & Associates, LLC @ Ameriprise Financial   January 2012 - October 2012
McGill Smith Punshon   January 2009 - October 2009
Petra Capital Management Group   June 2005 - September 2008
American Express Financial Advisors   December 1998 - June 2005
Miami University  August 1993 - April 1994
Sylvan Learning Center  May 1988 - May 1993
Various Schools  August 1986 - September 1990

Skills
Fundraising, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Training, Coaching, Social Media Marketing, Leadership Development, Small Business, Event Management

Education
Grace College
Bachelor of Science, Secondary Mathematics Education

Miami University
Masters of Education; Ed, Secondary Mathematics

Nancy Z. Benavides Nancy Z. Benavides San Francisco Bay Area Details
Nancy Z. Benavides's American Express Financial Advisors Experience February 1997 - July 1998
Job Finance and Operations Manager at Contra Costa County
Industry Government Administration
Experience
Contra Costa County  March 2015 - Present
CTWO   February 2013 - February 2015
NHS of San Antonio   December 2007 - July 2012
Our Lady of the Lake University  2004 - 2005
Shaw Industries  1998 - 2002
American Express Financial Advisors   February 1997 - July 1998

Skills
Financial Management..., Management, Training, Nonprofits, Budgets, Marketing, Human Resources, Event Management, Volunteer Management, Recruiting, Proposal Writing, Fundraising, Grant Writing, Marketing Strategy, Program Management, Leadership Development, Strategic Planning, I.T. Management

Education
The University of Tennessee at Chattanooga   2000 — 2001
MBA, International Management

Lee University   1993 — 1996
Business Administration and Modern Foreign Languages

Jim Novakovich Jim Novakovich Bonita Springs, Florida Details
Jim Novakovich's American Express Financial Advisors Experience August 2001 - March 2003
Job Managing Partner and Financial Advisor at Nova Wealth Management Inc.
Industry Investment Management
Experience
Nova Wealth Management, INC   December 2011 - Present
Fifth Third Securities  March 2003 - December 2011
American Express Financial Advisors   August 2001 - March 2003

Skills
Series 7, Asset Allocation, Series 66, Trading Strategies, Fixed Income, Corporate Trust, Unit Trusts, Estate Planning, Wealth Transfer, Equity Trading, Investment Strategies, Wealth

Education
Kent State University   1993 — 1998

Lake Catholic

Carl J. Arrell, CFP® Carl J. Arrell, CFP® Minneapolis, Minnesota Details
Carl J. Arrell, CFP®'s American Express Financial Advisors Experience 2004 - 2005
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc.   January 2012 - Present
AIG Retirement Services  May 2008 - February 2012
Ameriprise Financial Services, Inc.   June 2005 - May 2008
American Express Financial Advisors   2004 - 2005
American Express Financial Advisors   2002 - 2004

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Asset Management, Estate Planning, Retirement, Financial Services, Asset Allocation, Wealth, Financial Planners, Finance, Wealth Management..., Life Insurance, Small Business, Series 7, Investment Advisory, Mutual Funds, 401k, Series 63, Financial Planning, Investment Management, Personal Finance, Long-term Care, Insurance, Risk Management, Fixed Annuities, Investment Strategies, IRAs, Securities, Series 6, Uniform Combined State..., Personal Financial..., Wealth Accumulation, 401k Rollovers, Disability Insurance, Portfolio Management

Education
University of Minnesota - Carlson School of Management   1999 — 2004
BS, Finance & Political Science

CFA Institute
Chartered Financial Analyst, CFA Level III Candidate, Passed CFA Level I & II Exam (1st Attempts)

Kaplan University   2009 — 2010
Financial Planning Certificate, Financial Planning and Services

Park Center   1996 — 1999
Diploma

Larry Constantineau Larry Constantineau Traverse City, Michigan Details
Larry Constantineau's American Express Financial Advisors Experience 1984 - 1987
Job Principal of MarketViews & Insights, LLC
Industry Management Consulting
Experience
MarketViews & Insights, LLC   1991 - Present
S. C. Johnson & Son, Inc.   1989 - 1991
The Pillsbury Company  1987 - 1989
American Express Financial Advisors   1984 - 1987
S. C. Johnson & Son, Inc.   1976 - 1984
Burke Marketing Research  1971 - 1976

Education
University of Cincinnati College of Business   1971 — 1973
MBA, Marketing

Lake Superior State University   1967 — 1971
BSBA, Marketing

Connie Hartwick Connie Hartwick Mason, Michigan Details
Connie Hartwick's American Express Financial Advisors Experience May 2000 - September 2002
Job Financial Coordinator at Susan Maples, DDS
Industry Hospital & Health Care
Experience
Susan Maples, DDS   March 2003 - Present
American Express Financial Advisors   May 2000 - September 2002
American Express Financial Advisors   February 1988 - May 2000

Skills
Healthcare, Healthcare Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Budgets, Financial Analysis, HIPAA, Outlook, Public Speaking, Dentistry

Education
Lansing Community College   1980 — 1999
Accounting and Finance

Scott DePersio Scott DePersio Greater Chicago Area Details
Scott DePersio's American Express Financial Advisors Experience July 2003 - February 2004
Job Senior Account Manager at CDW
Industry Information Technology and Services
Experience
CDW  March 2004 - Present
American Express Financial Advisors   July 2003 - February 2004

Skills
Account Management, New Business Development, Sales, Solution Selling, Customer Service, Strategic Planning, Sales Leader, Unified Communications, Virtualization, Storage Area Networks, Cloud Computing, HP Servers, EMC Storage, Microsoft Technologies, Cisco Technologies, IBM Servers, NetApp Accredited Sales..., VMware, Converged Infrastructure, VoIP, Data Center..., Network Security, Infrastructure..., Converged Communications, Storage, Data Center, Enterprise Software, Managed Services, SaaS

Education
Lake Forest College   1999 — 2003
Bachelor's degree, Economics

Bradley Fincher Bradley Fincher Tampa/St. Petersburg, Florida Area Details
Bradley Fincher's American Express Financial Advisors Experience December 1999 - January 2002
Job Vice President Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management  February 2011 - Present
Keithley Development & America's Mortgage Broker   January 2002 - June 2011
American Express Financial Advisors   December 1999 - January 2002

Skills
Investments, Business Planning, Investment Properties, Mergers, Strategic Planning, Portfolio Management, Financial Structuring, Financial Modeling, Asset Management, Risk Management, Real Estate, Mergers & Acquisitions, Finance, Financial Planning, Management, Start-ups, Strategic Financial..., Strategy, Venture Capital

Education
Keene State College   1995 — 1999
BS, Business Management

University of New England   1993 — 1994

Dennis Clock Dennis Clock Wichita, Kansas Area Details
Dennis Clock's American Express Financial Advisors Experience January 1994 - May 1997
Job President, Clock Medical Supply
Industry Wholesale
Experience
Clock Medical Supply   May 2005 - Present
American Express Financial Advisors   January 1994 - May 1997

Skills
Sales Management, New Business Development, Management, Strategic Planning, Team Building, Account Management, Marketing Strategy, Sales, Sales Operations, Contract Negotiation, Selling, Marketing, Negotiation, Business Development, Budgets

Education
Kansas State University   1989 — 1993
Bachelors, Business

Winfield High School   1985 — 1989

Philip Nsajja Philip Nsajja Rochester, Minnesota Area Details
Philip Nsajja's American Express Financial Advisors Experience May 1998 - January 2001
Job Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic  January 2007 - Present
American Express Financial Advisors   May 1998 - January 2001

Skills
Insurance, Team Building, Customer Service

Education
Makerere University   1990 — 1994

Cristal Wiens Cristal Wiens Greater Denver Area Details
Cristal Wiens's American Express Financial Advisors Experience June 1995 - August 1996
Job HBC Customer Manager Rocky Mtn Region
Industry Consumer Goods
Experience
Natural Specialty Sales  January 2015 - Present
Natural Specialty Sales  January 2014 - January 2015
Natural Specialty Sales  January 2012 - January 2014
The Gillette Company  1996 - 2005
American Express Financial Advisors   June 1995 - August 1996
American Century Investments  January 1994 - April 1995

Skills
Merchandising, Retail, Product Development, Promotions, Territory, Sales Operations, Management, Sales Management, Customer Service, Marketing, Leadership, Strategy, Direct Sales, Key Account Management, Consumer Products, Key Account Development, Market Planning, Account Management

Education
Kansas State University
Bachelor of Science, Marketing

Osiola Henderson Osiola Henderson Dallas/Fort Worth Area Details
Osiola Henderson's American Express Financial Advisors Experience April 2002 - December 2002
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  July 2015 - Present
Independent Insurance Agent  May 2002 - July 2015
New York Life Insurance Company  April 2015 - June 2015
Teleperformance, USA  September 2014 - January 2015
Pride Insurance and Investments, LLC   February 2012 - December 2014
Apex Wealth Management, LLC   October 2004 - February 2012
AXA Advisors  January 2003 - October 2004
American Express Financial Advisors   April 2002 - December 2002
Alcatel USA  January 1999 - February 2002

Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management

Education
Louisiana State University   1993 — 1998
Bachelor of Science, Electrical / Computer Engineering

C E King High School   1990 — 1993
High School Diploma, Computer Programming and Business Applications

Andrea Bungum Andrea Bungum Greater Minneapolis-St. Paul Area Details
Andrea Bungum's American Express Financial Advisors Experience 1993 - 1998
Job Marketing Director, Wells Fargo Insurance Services, USA Inc.
Industry Financial Services
Experience
Wells Fargo Insurance Services, USA Inc.   December 2012 - Present
Wells Fargo Bank  2006 - Present
Wells Fargo Institutional Trust  1997 - 2007
American Express Financial Advisors   1993 - 1998
Alliant Techsystems  1988 - 1993

Skills
Marketing Communications, New Business Development, Marketing, Management, Marketing Strategy, Strategic Planning, Leadership, Sales, Insurance, Program Management, Risk Management, Strategy, Training, Competitive Analysis, Business Development

Education
University of Minnesota - Carlson School of Management   1989 — 1993
MBA, Marketing

Luther College
Bachelor of Arts, English, Music

Western Illinois University
Master of Arts, Music

Kevin Featherstone Kevin Featherstone Greater Minneapolis-St. Paul Area Details
Kevin Featherstone's American Express Financial Advisors Experience October 1992 - April 2004
Job Business Project Manager at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Wells Fargo  February 2011 - August 2012
Ameriprise Financial Services, Inc.   January 2010 - February 2011
Digital River  June 2009 - January 2010
Genesis10 Business and Technology Consulting   May 2006 - June 2009
Prime Therapeutics  2008 - 2009
Ameriprise Financial  April 2006 - April 2008
The Hartford  July 2004 - April 2006
American Express Financial Advisors   October 1992 - April 2004

Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy

Education
University of St. Thomas - Opus College of Business   1992 — 1995
MBA, Business

Miami University   1985 — 1989

Brian Paulson Brian Paulson Greater Minneapolis-St. Paul Area Details
Brian Paulson's American Express Financial Advisors Experience September 2000 - April 2004
Job Level II Service Desk Analyst
Industry Information Technology and Services
Experience
TCF Bank  August 2011 - October 2014
National  January 2011 - June 2011
US Department of Commerce Census Bureau  December 2008 - November 2010
Medtronic  November 2006 - October 2008
St. Jude Medical  March 2006 - October 2006
Travelers Insurance  August 2004 - March 2006
American Express Financial Advisors   September 2000 - April 2004
U.S. Department of Commerce Census Bureau   August 1999 - September 2000

Skills
VPN, Networking, Technical Support, Computer Hardware, Troubleshooting, Active Directory, Software Documentation, Windows XP, Customer Service, Microsoft Office, Operating Systems, Windows, Hardware, XP, Help Desk Support

Education
Metropolitan State University   2010 — 2012
Bachelor Arts; Associate Degree, Computer Forensics

Minneapolis Community and Technical College   1997 — 1999
Associates Applied Science, Computer Support and Network Administration

Steven Grooms Steven Grooms Phoenix, Arizona Area Details
Steven Grooms's American Express Financial Advisors Experience 1992 - 1994
Job SemiRetired
Industry Financial Services
Experience
Semi-Retired  January 2012 - Present
Four Peaks Fiduciary Services, LLC   2009 - January 2012
American Express & Wells Fargo thru CDI Business Solutions contracts   2005 - 2007
American Express thru Experis IT contract   2005 - 2005
Best Buy Corporation  2000 - 2004
Software Solutions Inc.  1997 - 2000
EDS Corp thry Innolog Inc   1997 - 1998
BDM Federal thru Netcom Solutions contract   1994 - 1996
American Express Financial Advisors   1992 - 1994
Carlson Marketing Group Inc.   1975 - 1991

Education
Miami University
BS, Systems Analysis

University of Dayton
MBA, Business/Systems Analysis

James Candalino James Candalino Greater New York City Area Details
James Candalino's American Express Financial Advisors Experience May 1999 - April 2000
Job Senior Systems Engineering at Orchard Platform
Industry Information Technology and Services
Experience
Orchard Platform  October 2014 - Present
digho image marketing   2004 - Present
Orient-Express  May 2011 - August 2012
Systemax Inc  June 2009 - March 2010
ProfitCenter Software  October 2008 - May 2009
Roslyn/NY   June 2007 - September 2008
Cold Spring Harbor Laboratory  July 2006 - December 2006
Symbol Technologies, Inc  July 2001 - May 2006
American Express Financial Advisors   May 1999 - April 2000
New York Mets  May 1998 - September 1998

Skills
MySQL, Unix Shell Scripting, Red Hat Linux, HP-UX, Virtualization, Python, Perl, Linux, Unix, Servers, Shell Scripting, Databases, Troubleshooting, PHP, SQL

Education
Long Island University, C.W. Post Campus   2012 — 2014
Master of Library & Information Science (MLIS), Library and Information Science

LIU Post   1997 — 2001
BS, Information Technology

New York University - Polytechnic School of Engineering   1996 — 1997
Computer Science

Owen Sweeney Owen Sweeney Greater Atlanta Area Details
Owen Sweeney's American Express Financial Advisors Experience May 2002 - September 2003
Job RAS Senior Analyst at Assurant Inc.
Industry Insurance
Experience
Assurant  January 2009 - Present
Salibello and Broder LLP   January 2007 - August 2008
Morgan Stanley  May 2006 - November 2006
Ernst and Young  August 2005 - May 2006
Protiviti  July 2004 - August 2005
American Express Financial Advisors   May 2002 - September 2003

Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Audit, Auditing, Financial Modeling, Strategic Financial..., Valuation, Enterprise Risk...

Education
Loyola Marymount University, College of Business Administration   2000 — 2004
Bachelor of Business Administration, Finance

Ken Formella Ken Formella Orange County, California Area Details
Ken Formella's American Express Financial Advisors Experience April 1997 - September 1997
Job Certified Wealth Strategist®, Individual Financial Solutions
Industry Financial Services
Experience
Individual Financial Solutions   December 1998 - Present
United States Army Reserve  May 1986 - Present
RodOakes Investments   September 1997 - October 1998
American Express Financial Advisors   April 1997 - September 1997
Santile International   April 1993 - April 1997
US Army  January 1987 - October 1992

Skills
Government, Army, Security Clearance, Military, Top Secret

Education
Cannon Financial Institute   2007 — 2008
Certified Wealth Strategist®, Wealth Management

The American College   2003 — 2007
Certified Financial Planner

Kennesaw State University - Michael J. Coles College of Business   1994 — 1996
Finance

University of Wisconsin-La Crosse   1982 — 1986
BS Computer Science

William Lippincott William Lippincott Greater Boston Area Details
William Lippincott's American Express Financial Advisors Experience May 2004 - October 2005
Job Financial Planner at Prudential Financial
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ   November 2014 - Present
Lippincott Consulting   September 2014 - Present
Centinel Financial Group, LLC  December 2012 - October 2014
Merrill Lynch  November 2010 - December 2012
Equity Services   November 2005 - November 2010
American Express Financial Advisors   May 2004 - October 2005
Smart Energy   2002 - 2003
US PowerSolutions   2001 - 2002
NSTAR  1990 - 2000
GE Capital  January 1978 - December 1989

Skills
Management, Finance, Strategic Planning, Small Business, Team Building, Leadership, Customer Service, Public Speaking, Financial Planning

Education
Lebanon Valley College   1972 — 1976
BS, Economics/Business Administration

Dario M. Alvarez Dario M. Alvarez Miami/Fort Lauderdale Area Details
Dario M. Alvarez's American Express Financial Advisors Experience 2004 - 2004
Job Vice President Premier Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  August 2014 - Present
PNC Investments  July 2013 - July 2014
SunTrust Investment Services  June 2011 - July 2013
BankUnited Investment Services   August 2005 - June 2011
American Express Financial Advisors   2004 - 2004
Florida Power & Light  1985 - 1999

Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages

Education
Barry University   1986 — 1991
Bachelor of Science, Management and Finance

Miami Dade College   1980 — 1985
Associate of Arts, Business Management

Brent Christen Brent Christen Greater Minneapolis-St. Paul Area Details
Brent Christen's American Express Financial Advisors Experience December 1999 - June 2002
Job Manager of Legal Affairs at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present
Wells Fargo  February 2010 - August 2011
Wells Fargo LLC   September 2008 - March 2010
Ameriprise Financial  October 2006 - July 2008
Ameriprise Financial  1995 - 2008
Ameriprise Financial  June 2002 - October 2006
American Express Financial Advisors   December 1999 - June 2002
American Express Financial Advisors   February 1995 - December 1999

Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting

Education
University of St. Thomas   1992 — 1994
M.A., Theology

Loras College   1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio

Carrie Watzka-Lubenske Carrie Watzka-Lubenske Green Bay, Wisconsin Area Details
Carrie Watzka-Lubenske's American Express Financial Advisors Experience February 2000 - April 2004
Job Incident Manager at Associated Bank
Industry Banking
Experience
Associated Bank  July 2014 - Present
Huron Automotive   April 2013 - July 2014
Associated Bank  August 2012 - March 2013
Huron Automotive   2011 - 2013
Associated Bank  October 2006 - August 2012
Lawrence University  May 2006 - October 2006
Shopko  May 2004 - April 2006
American Express Financial Advisors   February 2000 - April 2004
Shopko  May 1996 - January 2000

Skills
PL/SQL, SSIS, SSRS, SQL, JavaScript, Programming, SQL Server, Requirements Gathering, HTML, Excel, Troubleshooting, Requirements Analysis, Access, Technical Project..., Staff Mentoring, SharePoint, MS Project, Visio, Argo, Software Project..., Business Analysis, Process Improvement, Databases, SDLC, Leadership

Education
Lakeland College   1988 — 2010

Northeast WI Techincal College   1994 — 1996
Associates, CIS - Programmer/Analyst

Jason Marier Jason Marier Greater Grand Rapids, Michigan Area Details
Jason Marier's American Express Financial Advisors Experience 1995 - 1995
Job DirectorinTraining of Pharmacy Operations at Hometown Pharmacy, Inc.
Industry Pharmaceuticals
Experience
Hometown Pharmacy, Inc.   August 2008 - Present
John Ball Zoological Garden   April 2006 - January 2011
Chili's, Ruby Tuesday, & Applebee's   February 1999 - December 2007
Bob Evans Farms  October 1995 - December 1998
American Express Financial Advisors   1995 - 1995
First of America Bank  1993 - 1995
Northern Economics Initiatives Corporation   1992 - 1993

Skills
Pharmaceutical Industry, Pharmacy, Training, Strategic Planning, Retail, Customer Service, Budgets, Managed Care, Data Analysis, Microsoft Excel, Data Entry, Financial Analysis, Process Improvement, Leadership

Education
Western Michigan University   1993 — 1995
B.B.A., Finance & Marketing

Northern Michigan University   1992 — 1993

Michigan State University   1990 — 1992

Chris Destino Chris Destino Greater Atlanta Area Details
Chris Destino's American Express Financial Advisors Experience April 2000 - April 2001
Job Trade Marketing Manager at Mission Foods
Industry Consumer Goods
Experience
Mission Foods  March 2014 - Present
Nielsen  April 2012 - March 2014
In Zone Brands, Inc.   October 2011 - April 2012
Campbell Soup Company  December 2009 - October 2011
Campbell Soup Company  January 2008 - December 2009
National Peanut Board  November 2001 - January 2008
Hope-Beckham, Inc.   April 2001 - November 2001
American Express Financial Advisors   April 2000 - April 2001

Skills
Forecasting, Category Management, Trade Management, Online Marketing, Merchandising, Retail, FMCG, Analytics, Promotions, Negotiation, Marketing Strategy, Customer Relations, Strategic Planning, Budgeting, New Business Development, Product Marketing, Excel, Event Management, Cross-functional Team..., Microsoft Office, PowerPoint, Word, Market Research, P&L Management, Problem Solving, Business Planning, Analysis, Financial Analysis, Pricing, Trade Marketing, Management, Sales, Brand Development

Education
University of Tennessee-Knoxville   1995 — 1999
B.S., Business Administration

Kennesaw State University - Michael J. Coles College of Business   2009 — 2011
MBA

Paul Finocchiaro, CFP,CPWA,CTFA Paul Finocchiaro, CFP,CPWA,CTFA Tampa, Florida Details
Paul Finocchiaro, CFP,CPWA,CTFA's American Express Financial Advisors Experience May 2000 - October 2002
Job First Vice President Senior Wealth Planner at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  August 2012 - Present
Citi Group  September 2008 - July 2012
USAA  July 2004 - September 2006
American Express Financial Advisors   May 2000 - October 2002
Mid -York Property Holding Company   July 1986 - August 1999
Ten Pin Restaurant, Inc   July 1986 - August 1999
Finn Properties, Inc   September 1994 - July 1999
Bristol-Myers Squibb  October 1977 - July 1986

Skills
Wealth Management, Strategic Financial..., Client Counseling, Charitable Trusts, Estate Planning, Real Estate Economics, Retirement Planning, Fiduciary, Mutual Funds

Education
The University of Chicago Booth School of Business   2010 — 2010
CPWA, Certified Private Wealth Advisor

University of Notre Dame   2009 — 2009
CTFA, Certified Trust Financial Advisor

Metropolitan State University of Denver   2002 — 2003
CFP, Personal Financial Planning

State University of New York Institute of Technology at Utica/Rome   1998 — 2000
MS, Finance

Syracuse University - Martin J. Whitman School of Management   1998 — 1999
Economics

Nova Southeastern University—Shepard Broad Law Center   1974 — 1975
Law

Syracuse University - Maxwell School   1970 — 1974
B.A, Political Science

Mike Gualtier Mike Gualtier Greater New York City Area Details
Mike Gualtier's American Express Financial Advisors Experience January 2003 - May 2003
Job Account Executive at WB Mason
Industry Business Supplies and Equipment
Experience
WB Mason  June 2006 - Present
Corporate Express  July 2005 - May 2006
American Express Financial Advisors   January 2003 - May 2003

Skills
Cold Calling, New Business Development, Account Management, Sales Management, Marketing, Sales, Business Development, Sales Process, Negotiation, B2B, Lead Generation, Sales Operations, Salesforce.com, Key Account Management, Customer Service, Contract Negotiation, Email Marketing, Social Media Marketing, Selling, CRM, Customer Satisfaction, Pricing, Sales Presentations, Management, Direct Sales, Social Networking, Team Building, Advertising, Business Planning, Competitive Analysis, Customer Retention, Forecasting, Major Accounts, Managed Print Services, Market Planning, Marketing Strategy, Product Marketing, Sales Force Development, Strategic Partnerships, Solution Selling, Trade Shows, Building Relationships, National Accounts, Direct Marketing

Education
Rutgers, The State University of New Jersey-Newark   2003 — 2005
MBA, Finance, Management

Marist College   1999 — 2003
BS, Finance, Economics, Business Administration

Julie O'Neil Julie O'Neil Worcester, Massachusetts Details
Julie O'Neil's American Express Financial Advisors Experience April 2002 - December 2002
Job Program Coordinator
Industry Information Technology and Services
Experience
EMC  October 2012 - Present
Fisher,Tousey, Leas, & Ball   December 2008 - July 2012
JEA  May 2005 - October 2008
Citibank  April 2003 - May 2005
American Express Financial Advisors   April 2002 - December 2002
Aon Consulting  February 2001 - April 2002
Barnsley Gardens Resort  February 1999 - February 2001

Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Typing, Ten Key, PeopleSoft, Taleo, Juris, Worldox, Leadership, Training

Education
New Mexico State University   1994 — 1997
Bachelor of Business Administration (B.B.A.), Marketing, minor in Accounting, 3.8

Johnson County Community College   1992 — 1994
Associate of Arts (A.A.), Pre-Nursing, 3.769

Yvonne Brodsky, MBA Yvonne Brodsky, MBA Greater Milwaukee Area Details
Yvonne Brodsky, MBA's American Express Financial Advisors Experience August 2004 - December 2005
Job Leader, Diversity Talent Recruitment & Development
Industry Hospital & Health Care
Experience
GE Healthcare  January 2014 - Present
Froedtert & The Medical College of Wisconsin  December 2010 - December 2013
Hispanic Professionals of Greater Milwaukee  December 2006 - November 2010
CB Invesment Services   December 2005 - November 2006
American Express Financial Advisors   August 2004 - December 2005

Skills
Strategic Planning, Marketing Strategy, Public Speaking, Non-profits, Coaching, Team Building, Process Improvement, Leadership Development, Social Media, Customer Service, Community Outreach, Event Planning, Social Media Marketing, Budgets, Fundraising, Nonprofits, Microsoft Office, Leadership, Account Management, Marketing, Diversity, Project Management, Financial Analysis, Organizational..., Public Relations, Recruiting, Negotiation, Program Management, Program Development, Change Management, Management, Social Networking, Employee Relations, Healthcare, Staff Development, Analysis, PowerPoint, Event Management, Time Management, Training, Employee Benefits, Workshop Facilitation, Microsoft Excel, Business Development, Human Resources, Strategy, Team Leadership, Data Analysis, Marketing Communications, Sales

Education
Loyola University of Chicago - Graduate School of Business   2010 — 2012
Executive MBA

Marquette University   2000 — 2004
BS, International Business and Marketing

Jake Dickinson Jake Dickinson Temecula, California Details
Jake Dickinson's American Express Financial Advisors Experience 1988 - 1998
Job Financial Advisor at Retirement Strategies Group
Industry Financial Services
Experience
Retirement Strategies Group  June 2013 - Present
LPL Financial  1998 - 2013
American Express Financial Advisors   1988 - 1998

Skills
Wealth Management, Series 7, Finance

Education
Le Moyne College   1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General

Lindsay Whaleysmith Lindsay Whaleysmith Milwaukee, Wisconsin Details
Lindsay Whaleysmith's American Express Financial Advisors Experience January 2000 - December 2000
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  April 2013 - September 2013
Landaas & Company  July 2002 - March 2013
Rhonda T. Williams, CFP American Express Financial Advisors   December 2000 - May 2002
American Express Financial Advisors   January 2000 - December 2000

Skills
Investments, Investment Management, CRM, Management, Leadership, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Microsoft Excel, Retirement Planning, Finance, Financial Planning, Asset Management

Education
Marquette University   2008 — 2012
MBA

University of Wisconsin-Madison   1995 — 1999
BA, Economics, Personal Finance

Chriss Garlick Reichow Chriss Garlick Reichow Minneapolis, Minnesota Details
Chriss Garlick Reichow's American Express Financial Advisors Experience August 1999 - May 2000
Job Relationship Manager at Wells Fargo Bank NA
Industry Financial Services
Experience
Wells Fargo Bank NA  March 2015 - Present
Wells Fargo Bank NA  March 2011 - February 2015
The MENTOR Network  January 1994 - November 2013
US Bank  June 2000 - March 2011
American Express Financial Advisors   August 1999 - May 2000

Skills
Corporate Trust, Finance, Securities, Portfolio Management, Investments, Asset Management, Bonds, Financial Analysis, Financial Reporting, Cash Management, Bloomberg, Treasury Management, Relationship Management, Customer Service, Banking, Management, Financial Services

Education
Metropolitan State University
Bachelor of Science, Finance

University of Wisconsin-Stout
Business Administration and Management, General, Coaching (equipment, facilities and safety)

Arlene Eason, CFP®, ChFC® Arlene Eason, CFP®, ChFC® Greater Chicago Area Details
Arlene Eason, CFP®, ChFC®'s American Express Financial Advisors Experience 1995 - 2005
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  2012 - Present
Ehlert Financial Group, Inc.   2011 - August 2012
North South Capital LLC   2010 - 2011
Citibank  2005 - 2009
American Express Financial Advisors   1995 - 2005

Skills
Certified Financial..., Series 7, Series 24, Wealth Management, Investments, Insurance, Comprehensive Financial..., New Business Development, Maintaining Strong..., Dynamic Asset Allocation, Compliance Supervision, Marketing, Sales, Leadership, Estate Planning, Trusts

Education
Lafayette College   1991 — 1995
BA, Double Major: Economics & Business, Psychology

The American College
Chartered Financial Consultant®

CFP Board of Standards   1999 — 2001
Certified Financial Planner®

Universidad Autónoma de Madrid

David Ward, CFP ® David Ward, CFP ® Greater Atlanta Area Details
David Ward, CFP ®'s American Express Financial Advisors Experience September 1997 - February 2002
Job Financial Advisor, Managing Director and Founder of North Point Wealth Management
Industry Investment Management
Experience
North Point Wealth Management   January 2009 - Present
Ameriprise Financial (formerly American Express Financial Advisors)   February 2002 - December 2008
American Express Financial Advisors   September 1997 - February 2002
General Electric Capital  June 1989 - July 1996
Northern Telecom  June 1988 - June 1989
General Motors  June 1984 - September 1986

Skills
401k Rollovers, Estate Planning, Retirement Planning, Investments, Financial Planning, Securities, Asset Management, 401k, Financial Services, Strategic Financial..., Asset Allocation, Wealth Management..., Finance, Strategy, Portfolio Management, Investment Management, Personal Finance, Wealth Management, FINRA, Mutual Funds, Investment Strategies, Alternative Investments, Series 63, Financial Planners, Retirement, Investment Advisory, Series 7, Valuation, Fixed Annuities, Private Equity, Life Insurance, Equities, Insurance, Venture Capital, Small Business, Long-term Care, Executive Management, Mergers & Acquisitions, Due Diligence, Relationship Management, Financial Analysis

Education
University of South Carolina - Darla Moore School of Business   1986 — 1988
MBA, Finance & Real Estate

University of South Carolina-Columbia   1986 — 1988
MBA, Finance & Real Estate

Michigan State University   1979 — 1984
BS, Engineering

James Barry, CSM James Barry, CSM San Francisco Bay Area Details
James Barry, CSM's American Express Financial Advisors Experience January 2003 - October 2003
Job Consultant Manager at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting  November 2010 - Present
Capco  August 2009 - November 2010
BearingPoint  January 2004 - July 2009
American Express Financial Advisors   January 2003 - October 2003

Skills
Management Consulting, Business Analysis, Business Intelligence, Financial Modeling, Financial Analysis, Performance Management, Project Management, Process Improvement, Testing, Business Requirements, Business Process..., Strategy, PMO, Business Transformation, Business Process, Program Management, SDLC, IT Strategy, Project Portfolio..., Consulting, Business Process..., Business Process Design, Governance, Requirements Gathering, Requirements Analysis

Education
Loyola University of Chicago   1998 — 2003
BS, Finance, Information Systems

Jim Sommerfield Jim Sommerfield Greater Chicago Area Details
Jim Sommerfield's American Express Financial Advisors Experience July 1996 - May 1998
Job Sr. Compliance Officer / Insurance Principal at Wintrust Wealth Management
Industry Financial Services
Experience
Great Lakes Advisors  2001 - Present
Wayne Hummer Investments  June 1998 - Present
American Express Financial Advisors   July 1996 - May 1998

Skills
Investments, Insurance, Securities, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Compliance, FINRA, Fixed Income, Asset Allocation, Equities, Options, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Risk Management, Anti Money Laundering, Investment Advisor..., Investment Company Act, Series 24, CSCP

Education
Northern Illinois University   2002 — 2008
MBA

Kansas State University   1992 — 1996
BS, Finance

Brad Bernstein Brad Bernstein Greater Minneapolis-St. Paul Area Details
Brad Bernstein's American Express Financial Advisors Experience February 2000 - February 2002
Job DirectorSecurities LendingCapital Markets Trading Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  February 2002 - Present
Ameriprise Financial  2002 - 2014
American Express Financial Advisors   February 2000 - February 2002
TD Waterhouse  June 1999 - November 1999
Norwest Investment Management   February 1998 - July 1999
Euro Brokers Incorporated New York, NY   September 1987 - October 1997
Prudential Bache Securities New York   June 1986 - August 1987

Skills
Equities, Series 63, Series 7, Financial Services, Analysis, Series 24, Mutual Funds, Project Management, Leadership, Securities, Investments, Relationship Management, Fixed Income, Wealth Management

Education
John Carroll University
Bachelor of Science-Managment

Jennifer Ness Jennifer Ness Greater Minneapolis-St. Paul Area Details
Jennifer Ness's American Express Financial Advisors Experience 1993 - 2000
Job at
Industry Financial Services
Experience
DST Market Services, LLC   January 2015 - Present
Stay-At-Home-Mom  January 2003 - January 2015
TD Ameritrade  2000 - 2003
American Express Financial Advisors   1993 - 2000

Education
Luther College   1986 — 1990
English and Psychology

J. Caleb Bradley, CRPC® J. Caleb Bradley, CRPC® Manhattan, Kansas Details
J. Caleb Bradley, CRPC®'s American Express Financial Advisors Experience July 2001 - August 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
American Express Financial Advisors   July 2001 - August 2005

Skills
Ability to Listen, Analytical, Attention to Detail, Business Planning, Business Strategy, Client Relationships, Community Service, Customer Experience, Customer Service, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Health Insurance, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning

Education
Kansas State University   1997 — 2001
Bachelor's Degree, Financial Management

Alfredo Lorente Alfredo Lorente Greater Minneapolis-St. Paul Area Details
Alfredo Lorente's American Express Financial Advisors Experience 1999 - 2001
Job Interpreter
Industry Translation and Localization
Experience
SURAD Interpreting & Translation   March 2011 - Present
The Language Banc  January 2011 - Present
Jeane Thorne   2005 - December 2011
U.S. Department of Commerce, Census Bureau   2010 - 2010
Activate  2010 - 2010
U.S. Department of Commerce, Census Bureau   2009 - 2010
Independent  2000 - 2008
CIRDAN Health Systems and Consulting  2004 - 2004
William Mitchell College of Law  2002 - 2004
American Express Financial Advisors   1999 - 2001

Education
Brainco: The Minneapolis School of Advertising   2005 — 2008
Certificate, Account Management

Macalester College   1988 — 1992
B.A., Philosophy, Political Science, and International Studies

Chris Millen Chris Millen Cleveland/Akron, Ohio Area Details
Chris Millen's American Express Financial Advisors Experience July 2002 - December 2003
Job Business Development and Staff Augmentation Consultant
Industry Staffing and Recruiting
Experience
TRN Financial Group   December 2012 - Present
iRx Reminder LLC   October 2012 - December 2012
Randstad Healthcare, formerly Locum Medical Group   December 2011 - May 2012
Locum Medical Group  June 2011 - December 2011
Maxim Healthcare Services  April 2007 - April 2011
Maxim Healthcare Services  August 2006 - April 2007
Maxim Healthcare Services  March 2004 - August 2006
American Express Financial Advisors   July 2002 - December 2003

Skills
Recruiting, Talent Acquisition, Leadership, Temporary Placement, Management, Business Development, Healthcare, Temporary Staffing, Healthcare Management, Direct Sales, Contract Recruitment, Customer Service, Hiring, Sales, Healthcare Industry, CRM, Account Management, Consultative Selling..., Customer Satisfaction, Home Care, Vendor Management, Contract Negotiation, Medical Terminology, Talent Management, Workforce Management, Workforce Development, Healthcare Information..., Accounting, Finance, Accounts Payable, Accounts Receivable, Payroll

Education
Miami University   1998 — 2002
Bachelor of Science, Health and Sport studies

Gilmour Academy   1993 — 1997
Diploma, Prep

Jeff Engebose Jeff Engebose Rochester, Minnesota Area Details
Jeff Engebose's American Express Financial Advisors Experience 1998 - 1999
Job I Hire, Train, and Develop Sales Professionals and Help Them Positively Impact the Lives of Others
Industry Financial Services
Experience
New York Life Insurance Company  July 2015 - Present
Thrivent Financial  August 2014 - July 2015
Thrivent Financial  February 2007 - July 2014
USAA  2004 - 2007
Strong  2002 - 2004
Thrivent Financial  1999 - 2002
American Express Financial Advisors   1998 - 1999

Skills
Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Asset Allocation, Investments, Life Insurance, Estate Planning, Mutual Funds, Fixed Annuities, Recruiting, Mentoring, Training, Training & Development, Strategic Planning, Leadership Development, Talent Acquisition, Wealth Accumulation..., Strategic Leadership, Series 7

Education
Marquette University   2003 — 2004
one year toward Masters of Business Administration

University of Wisconsin-Madison   1994 — 1999
BS, Economics

Alex Lebron, CFP® Alex Lebron, CFP® Livonia, Michigan Details
Alex Lebron, CFP®'s American Express Financial Advisors Experience May 1995 - March 2002
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
LPL Financial  August 2007 - Present
Commonwealth Financial Network  February 2000 - August 2007
American Express Financial Advisors   May 1995 - March 2002

Skills
Retirement Planning, Investments, Retirement Plan..., 401k Rollovers, Financial Management..., Investment Advisory..., Certified Financial..., College Education..., Wealth Management...

Education
Michigan State University   1993 — 1995
Bachelor of Arts (BA), Finance, General

Brian Blume Brian Blume Miami Beach, Florida Details
Brian Blume's American Express Financial Advisors Experience January 2002 - January 2003
Job President at Brian Paul Real Estate LLC
Industry Real Estate
Experience
Brian Paul Real Estate LLC   December 2014 - Present
Miami Heat Group   October 2012 - August 2015
Levy Restaurants  March 2012 - October 2012
VEGAS VIP on Facebook   January 2009 - January 2012
NAI Global  January 2005 - January 2009
MANDALAY REALTY   January 2003 - January 2005
American Express Financial Advisors   January 2002 - January 2003
Five Star Sports, Inc   January 1995 - January 2002
La Jolla Beach & Tennis Club, Inc.   April 2000 - March 2001
Oregon Concessions   November 1999 - April 2000

Skills
Location Intelligence, Real Estate, Leases, Landlord, Disposition, Investment Properties, Real Estate Development, Property Management, Brokerage, Land Acquisition, Investors, Real Estate Transactions, Tenant, Apartments, REO, Shopping Centers, Sellers, Commercial Real Estate, Commercial Real Estate..., Investments, VIP Services, Hosting, Public Relations, Public Speaking, Publishing, Desktop Publishing, Ticket Sales, Bartending, Negotiation, Advertising, Marketing, Landlords, Restaurants, Hotels, Facebook, Catering, Management, New Restaurant Openings, Restaurant Management, Hospitality, Food & Beverage, Sales, Customer Service, Event Management, Strategic Planning, Team Building, Social Media Marketing, Dispositions

Education
University of Nevada-Las Vegas   2006 — 2007
Commercial Real Estate Certification, Real Estate

Kent State University   1992 — 1993
College of Business

Daniel Stephens, QKA Daniel Stephens, QKA Greater Philadelphia Area Details
Daniel Stephens, QKA's American Express Financial Advisors Experience 1996 - 1997
Job Vice President at IVC Wealth Advisors
Industry Financial Services
Experience
IVC Wealth Advisors   August 2014 - Present
National Penn Capital Advisors   May 2013 - July 2014
Ascensus  October 2010 - April 2013
Ascensus  October 2007 - October 2010
Ascensus  February 2006 - October 2007
Ascensus  2003 - 2006
Ascensus  1999 - 2003
Police and Fire Federal Credit Union  1997 - 1999
American Express Financial Advisors   1996 - 1997

Skills
Financial Services, 401k, Relationship Management, Retirement Planning, Securities, Pensions, Employee Benefits, ERISA, Defined Contribution, Defined Benefit, Retirement Plan..., Customer Retention, Financial Advisory, Business Process..., Retirement, Investments, Asset Allocation, Investment Advisory, Strategic Financial..., Profit Sharing, Client Services, Mutual Funds, Trading, ETFs, Equities, Risk Management, Series 63, Financial Planning

Education
Kutztown University of Pennsylvania   1992 — 1996
Bachelor of Science, Finance and Management

Joey Nerenberg Joey Nerenberg Greater San Diego Area Details
Joey Nerenberg's American Express Financial Advisors Experience September 1994 - June 1996
Job Learning Solutions, Sustainability, Culinary and Product Professional
Industry Higher Education
Experience
Art Institute Inland Empire & San Diego   June 2003 - July 2015
Infusion Culinary, Inc.   June 2005 - December 2010
Tasteful Learning Initiatives Inc.   September 2005 - June 2008
Bloomingdale's San Diego   October 2006 - April 2008
Digital Lighthouse  January 2000 - January 2001
LPL Financial Services  September 1996 - June 1999
American Express Financial Advisors   September 1994 - June 1996
American Express Financial Advisors   September 1990 - August 1994
IDS Financial Services  June 1985 - August 1990

Skills
Culinary Skills, Menu Development, Cooking, Catering, Recipes, Restaurants, Training, Cuisine, Team Building, Food & Beverage, Restaurant Management, Event Planning, Management, Organizational..., Curriculum Development, Learning & Development..., Talent Development, Leadership Development, Product & Process..., Product Management, Fine Dining, Baking, Public Speaking, Budgets, Pastry, ServSafe, Hospitality Management, Staff Development, Food Safety, Wine, Teaching, Sanitation, Food Preparation, Banquets, Marketing, Hiring, Inventory Management, Coaching, Cost Control, Product Marketing, Sustainability, Product Development, Budgeting, Customer Service, Leadership, Hospitality, Event Management, Project Management, Food, Microsoft Office

Education
Prescott College   2012 — 2014
Doctor of Philosophy (Ph.D.), Sustainability Education

Argosy University
DBA Coursework

Kapiolani Community College   2001 — 2003
Culinary Certificate Coursework

University of Minnesota - Carlson School of Management   1982 — 1985
Master of Business Administration (M.B.A.), MIS & Operations Management

University of California, San Diego   1980 — 1982
Bachelor’s Degree, Political Science

Jerrold Czech Jerrold Czech Greater Minneapolis-St. Paul Area Details
Jerrold Czech's American Express Financial Advisors Experience 2002 - 2004
Job Sr. Product Manager/Developer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2004 - Present
American Express Financial Advisors   2002 - 2004
American Express Financial Advisors   1998 - 2002
Bethlehem Academy  1995 - 1997
IDS Financial Services  1990 - 1995

Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments

Education
Macalester College   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Cretin High School   1983 — 1987
Diploma

Eric Farris, JD Eric Farris, JD Greater Boston Area Details
Eric Farris, JD's American Express Financial Advisors Experience 1998 - 2000
Job SatNet Security & Electric
Industry Security and Investigations
Experience
SatNet Services, LLC d/b/a SatNet Security & Electric   2012 - Present
Edjcom, Inc.   2008 - 2012
CEFCM, LLC   2000 - 2008
American Express Financial Advisors   1998 - 2000
US Army  1993 - 1998

Skills
Real Estate, Investment Properties, Sellers, Property Management, Short Sales, First Time Home Buyers, Residential Homes, Foreclosures, Investors, REO, Buyer Representation, Single Family Homes, Relocation, Real Estate Transactions, Real Estate Development, Condos, Rentals, New Home Sales, Listings, Property, Real Property, Apartments, Leases, Landlords, Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Income Properties, Negotiation, Contractors, Land Acquisition, Asset, Loss Mitigation, Finance, Market Analysis, Small Business, Zoning, Construction, Contract Negotiation, Acquisitions, Due Diligence, Investments, Asset Management, Lease Negotiations, Renovation, Land Development, Real Estate Economics, Security Management, Surveillance, Operations Management

Education
Massachusetts School of Law
Doctor of Law (JD)

Chad Boisseau, CRPC® Chad Boisseau, CRPC® Greater New Orleans Area Details
Chad Boisseau, CRPC®'s American Express Financial Advisors Experience June 2001 - December 2004
Job Business Development Director at Gin Wealth Management Partners | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Chad Boisseau   December 2014 - July 2015
Ameriprise Financial Services, Inc.   August 2009 - December 2014
Ameriprise Financial Services, Inc.   January 2004 - May 2009
American Express Financial Advisors   June 2001 - December 2004
American Express Financial Advisors   May 2000 - May 2001

Education
Kansas State University
Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning

Katie Held | MA Katie Held | MA Greater Minneapolis-St. Paul Area Details
Katie Held | MA's American Express Financial Advisors Experience August 1995 - January 1997
Job Human Capital Partner at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group  May 2015 - Present
SUPERVALU  April 2013 - May 2015
SUPERVALU  June 2012 - April 2013
SUPERVALU  May 2007 - June 2012
Target  January 2002 - April 2007
Target  January 1999 - January 2002
Target  January 1998 - January 1999
Target Corporation  January 1997 - January 1998
American Express Financial Advisors   August 1995 - January 1997

Skills
Talent Management, Human Resources, Succession Planning, Organizational..., Recruiting, Training, Change Management, Employee Relations, Leadership, HRIS, Performance Management, Interviews, Project Management, Talent Acquisition, Cross-functional Team..., Management, Retail, Strategy, Business Strategy, Organizational..., SDLC, 360 Assessments, Department..., Organizational Design

Education
University of Saint Thomas   2002 — 2004
MA, Human Resource Development and Organization Development

Metropolitan State University   1994 — 1998
BS, Business Administration

Charlie Jordan, CFP® Charlie Jordan, CFP® Greater Atlanta Area Details
Charlie Jordan, CFP®'s American Express Financial Advisors Experience 2000 - 2001
Job Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth  January 2014 - Present
Brightworth  January 2011 - Present
Brightworth  2008 - January 2011
Habif, Arogeti & Wynne, LLP   2007 - 2008
The National Christian Foundation  2004 - 2007
JPH Advisory Group   2003 - 2004
SunAmerica Securities  2002 - 2002
American Express Financial Advisors   2000 - 2001

Skills
Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth, Retirement, Portfolio Management, Management, Insurance, Leadership

Education
Kennesaw State University - Michael J. Coles College of Business   2007 — 2009
MAcc, Accounting

University of Florida - Warrington College Of Business   1998 — 2000
B.S., Finance

University of Houston   1996 — 1997

Niceville High School   1993 — 1996

W Ben Keel III CFP® ChFC CFEd CLU* W Ben Keel III CFP® ChFC CFEd CLU* Houston, Texas Area Details
W Ben Keel III CFP® ChFC CFEd CLU*'s American Express Financial Advisors Experience 1995 - 1996
Job Nationally Recognized Retirement Income Planner I Certified Financial Planner® I Teacher I Husband I Proud Dad
Industry Financial Services
Experience
Rice University  January 2012 - Present
Financial & Insurance Consultants   April 2008 - Present
Financial Planning Association of Houston   January 2013 - December 2013
Financial Planning Association of Houston   July 2011 - December 2012
Fidelity Investments  2000 - 2008
American Express Financial Advisors   1995 - 1996
US Army & Army National Guard  July 1989 - 1995

Skills
Strategic Financial..., Investments, Mutual Funds, Asset Management, Securities, Financial Planners, Retirement Planning, Fixed Annuities, Equities, Retirement, Insurance, Investment Advisory, Wealth Management, Life Insurance, Options, Finance, Small Business, Asset Allocation, Estate Planning, Investment Strategies, FINRA, Financial Advisory, Investment Management, Series 63, 401k, Financial Modeling, Wealth, Personal Finance, IRAs, Pensions, Management, Series 7, Asset Managment, Employee Benefits, Long-term Care, Portfolio Management, Alternative Investments, Financial Services, High Net Worth..., Personal Financial..., Disability Insurance, Roth IRA, Wealth Accumulation, Valuation, Relationship Management, Risk Management, Hedge Funds, Fixed Income, Trading, Term Life Insurance

Education
American Military University   2010 — 2014
MBA, Finance and Marketing, 4.0

The American College   2006 — 2007
Chartered Financial Consultant, Financial Planning

Metropolitan State College of Denver   2004 — 2005
Certified Financial Planner, Finance

Stephen F. Austin State University   1988 — 1997
BBA, Finance & Military Science

Katy High   1984 — 1988

Eagle Scout   1980 — 1983

The American College

Jennifer Forman Jennifer Forman Birmingham, Alabama Area Details
Jennifer Forman's American Express Financial Advisors Experience May 1999 - May 2002
Job Office and Special Projects Manager
Industry Nonprofit Organization Management
Experience
St. Clair County Economic Development Council   May 2003 - Present
St. Clair County Healthcare Authority   November 2010 - April 2012
American Express Financial Advisors   May 1999 - May 2002

Skills
Economic Development, Nonprofits, Grant Writing, Event Planning, Program Development, Public Speaking, Media Relations, Government, Community Outreach, Non-profits, Grants, Public Policy, Community Development, Program Management, Public Relations, Customer Service, Leadership Development, Fundraising, Strategic Planning, Budgets

Education
Jefferson State Community College

Robert Wlotko Robert Wlotko Greater Philadelphia Area Details
Robert Wlotko's American Express Financial Advisors Experience 2000 - 2001
Job Chief Operating Officer at InnoBenefits
Industry Insurance
Experience
InnoBenefits   May 2015 - Present
Humana  2010 - May 2015
Benefits Technologies  2002 - 2010
John Hancock Life Insurance Company (U.S.A.)   2001 - 2002
American Express Financial Advisors   2000 - 2001

Skills
Worksite Insurance..., Professional Enrollment..., Group Insurance - Life,..., Voluntary Benefits, Supplemental Insurance, Benefits Communication, Electronic Enrollment, Employee Benefts..., Stop Loss Insurance, Benefits Administration, Presentations and..., Project Implementation, Team Leadership, Sales Operations, Project Management, Customer Retention, Service Management, Wellness Solutions, Total Well-Being, Biometric Screening, Vitality, Worksite Health Clinics, Integrated Wellness, Employee Benefits, Insurance, Marketing, Enrollment Management, Disability Insurance, Health Insurance, Account Management, Brokers, Health Savings Accounts, Accident, Management, Sales, Call Centers, Medicare, Voluntary Employee..., Life Insurance, Term Life Insurance, Self-funded, Group Insurance, Cafeteria Plans

Education
La Salle University   1996 — 2000
Bachelor of Science, Business Administration - Finance

Cardinal O'Hara High School   1992 — 1996

David Benz David Benz Greater New York City Area Details
David Benz's American Express Financial Advisors Experience 1995 - 1997
Job Seasoned, alphafocused equity research analyst with deep experience in consumer, REITs, infrastructure & financials
Industry Investment Management
Experience
Hedgeye Risk Management, LLC  2014 - 2015
Consultant  2012 - 2014
Millennium Partners  2010 - 2012
Grubb & Ellis AGA   2008 - 2009
Millennium Partners - Phelan Capital   2005 - 2007
American Express Financial Corp   2003 - 2004
American Express Financial Corp   1997 - 2004
American Express Financial Advisors   1995 - 1997

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business

Marquette University
BA, Political Science, Economics & Philosophy

Stevens Point Area Senior High School

Rick Winters, CFP®, CRPC®, AWMA® Rick Winters, CFP®, CRPC®, AWMA® Greater Boston Area Details
Rick Winters, CFP®, CRPC®, AWMA®'s American Express Financial Advisors Experience June 2000 - April 2001
Job Vice President
Industry Investment Management
Experience
Adviser Investments  April 2001 - Present
Adviser Investments  August 2007 - December 2011
American Express Financial Advisors   June 2000 - April 2001

Skills
Investments, Retirement Planning, Series 7, Finance, Investment Strategies, Estate Planning, Investment Management, Risk Management, Relationship Management, Mutual Funds

Education
Marist College   1996 — 2000
BSBA, Marketing & Finance

Immaculata High School   1992 — 1996

Celeste Smucker Celeste Smucker Charlottesville, Virginia Area Details
Celeste Smucker's American Express Financial Advisors Experience January 1980 - August 1990
Job Branding, Relationship Building, and Targeted Lead Generation for Network Marketers
Industry Health, Wellness and Fitness
Experience
Mentoring for Free  November 2014 - Present
Celestialways   May 2012 - Present
Writing4allreasons.com   January 2002 - December 2014
Maintenance Engineering Ltd  August 2007 - September 2011
Independent Contractor  June 1990 - August 2002
Residential Warranty Co., LLC   April 1990 - June 1995
American Express Financial Advisors   January 1980 - August 1990
University of Texas School of Public Health at Houston   September 1975 - January 1980

Skills
Real Estate, Editing, Wellness, Blogging, Publications, Marketing, Leadership, Email Marketing, Program Management, Newsletters, Web Content, Teaching, Writing, Small Business, Holistic Health, Sales, Public Speaking, Publishing, Research, Social Media Marketing, Social Networking

Education
Macalester College   1965 — 1969
BA, Sociology

University of Michigan
MPH, PhD, Health Planning & Economic Demography

Deanna Metcalfe Deanna Metcalfe Greater Atlanta Area Details
Deanna Metcalfe's American Express Financial Advisors Experience 1996 - 1998
Job Financial Advisor with 28 years of experience
Industry Financial Services
Experience
Ameriprise Financial  1998 - May 2013
American Express Financial Advisors   1996 - 1998
First South Bank, NA   1985 - 1995

Education
Mercer University - Stetson School of Business and Economics   1980 — 1984
BBA, Management

Ed Kashmarek, MBA Ed Kashmarek, MBA Greater Minneapolis-St. Paul Area Details
Ed Kashmarek, MBA's American Express Financial Advisors Experience 1994 - 1996
Job Insightful economist who speaks with pizzazz! Seeking new opportunities.
Industry Financial Services
Experience
Seeking new opportunities  2012 - Present
Wells Fargo  2005 - 2012
Wells Fargo  2002 - 2005
Wells Fargo  2001 - 2002
DCA  1999 - 2000
DCA  1996 - 1999
American Express Financial Advisors   1994 - 1996
Music  1994 - 1994

Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Mutual Funds, Microfinance, Economics, Public Speaking, Report Writing, Research, Banking, Composition, Analysis, Finance, Leadership, Music Composition, Saxophone, Econometrics

Education
University of Minnesota - Carlson School of Management   2004 — 2008
MBA, Finance

SAS Institute   2014 — 2015
Completion of selected e-courses, SAS Programming and Enterprise Guide

Massachusetts Institute of Technology   2014 — 2014
Certificate of Completion in Data Analytics, Data Analytics, 93%

National Association for Business Economics   2013 — 2013
NABE Certificate in Time Series Analysis and Forecasting, Econometrics

University of Minnesota-Twin Cities   1990 — 1994
Bachelor of Science (B.S.), Economics

Richard Gilman Richard Gilman Greater Boston Area Details
Richard Gilman's American Express Financial Advisors Experience April 1994 - March 1998
Job Certified Financial Planner ®
Industry Financial Services
Experience
BostonPremier Wealth LLC and Securitas Financial Group   2006 - Present
Northeastern University  September 2010 - May 2015
Boston University  August 2012 - June 2014
Boston South Financial Group / MetLife   August 2003 - April 2006
Met Life Securities   November 1999 - August 2003
American Express Financial Advisors   April 1994 - March 1998

Skills
Strategic Financial..., Investments, Insurance, Financial Services, Portfolio Management, Financial Advisory, Personal Finance, Estate Planning, Finance, Retirement, Public Speaking, Retirement Planning, Wealth, Securities, Financial Planners

Education
American College   2001 — 2002
Financial Planning

Lesley University   1983 — 1985
MSM, Education & Technology

Saint Mary's University   1973 — 1977
Bachelor of Arts (B.A.)

Craig Doehring Craig Doehring Dallas/Fort Worth Area Details
Craig Doehring's American Express Financial Advisors Experience 2000 - 2004
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  2012 - Present
Prudential  March 2007 - October 2012
Milliman USA  2005 - 2007
Wells Fargo Financial  2004 - 2005
American Express Financial Advisors   2000 - 2004
Deloitte  1999 - 2000
American Express Financial Advisors   1997 - 1999
Fidelity Investments  1993 - 1997

Skills
Strategic Planning, Organizational Change, Consultative Selling, Client Service, Employee Benefits, Retirement Services, Benefits Administration, Vendor Management, Institutional Relations, Key Account Management, Relationship Development, Investment Advisory, Retirement Plans, FINRA Series 6, 7, 63, Sales Presentations, Outsourcing Management, Employee Management, Investments, Asset Managment, Defined Benefit, Defined Contribution, Retirement, Financial Services, Retirement Planning, Deferred Compensation, Selling, Asset Allocation, Investment Strategies, Leadership, Pensions, Asset Management

Education
Kansas State University

Christine RisCassi Christine RisCassi Greater Atlanta Area Details
Christine RisCassi's American Express Financial Advisors Experience 1994 - 1996
Job Client Concierge @ Brown Group Planning
Industry Financial Services
Experience
Brown Group Planning   December 2013 - Present
Stay at home MOM  January 1998 - May 2013
Stark Financial Strategies   2011 - 2013
Fortis Financial Group  1996 - 1998
American Express Financial Advisors   1994 - 1996
GTE Federal Credit Union  1991 - 1994
Savings Bank of Rockville   1985 - 1990

Skills
Customer Service, Budgets, Banking, Business Planning, Process Improvement, Operations Management, Organizational..., Leadership, Telephone Reception, Professional..., Solicitation

Education
Manchester Community College   1985 — 1989
Associate's Degree, Business Admnistration

rockville high school

Eilleen Duval Eilleen Duval Greater New York City Area Details
Eilleen Duval's American Express Financial Advisors Experience August 1998 - September 2003
Job HBC Account Manager at Natural Specialty Sales
Industry Consumer Goods
Experience
Natural Specialty Sales  January 2014 - Present
Natural Specialty Sales  February 2013 - January 2014
Ameriprise Financial Services, Inc.   April 2012 - February 2013
L'Oréal   April 2004 - December 2011
Food & Wine Magazine  September 2003 - April 2004
American Express Financial Advisors   August 1998 - September 2003

Skills
Merchandising, Retail, Sales, Marketing, Consumer Products, Cosmetics, Beauty Industry, Sales Operations, Sales Management, FMCG, Management, Pricing, Trade Marketing, Brand Management, New Business Development, Product Development

Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Matt Bankston, CFP® Matt Bankston, CFP® Shreveport, Louisiana Area Details
Matt Bankston, CFP®'s American Express Financial Advisors Experience March 2004 - August 2004
Job AVP, Trust Officer at Argent Financial Group
Industry Financial Services
Experience
BNR Investments LLC   January 2013 - Present
Argent Financial Group, Inc.   June 2011 - Present
MLB Homes L.L.C   September 2012 - Present
Morgan Stanley Smith Barney  February 2010 - June 2011
Fidelity Investments  August 2004 - February 2010
American Express Financial Advisors   March 2004 - August 2004

Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA

Education
The University of Dallas   2005 — 2008
MBA, Financial Services

Louisiana Tech University   2000 — 2004
Bacheolor of Science, Finance

John Merendino John Merendino Greater New York City Area Details
John Merendino's American Express Financial Advisors Experience 2000 - 2005
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2000 - Present
American Express Financial Advisors   2000 - 2005

Education
LIU Post   1997 — 1999
Bachelors, Business/Marketing

Herricks High School   1988 — 1993

Gregory Bayer Gregory Bayer Lagrangeville, New York Details
Gregory Bayer's American Express Financial Advisors Experience October 1986 - January 2005
Job Owner, Omni Financial Advisory Group, Inc.
Industry Financial Services
Experience
Omni Financial Advisory Group, Inc.   January 2005 - Present
American Express Financial Advisors   October 1986 - January 2005
Pentagon Technologies (SSi)   June 1991 - November 1998

Education
Manhattan College   1979 — 1983
BS, Business & Finance

Chad Fischer Chad Fischer Toledo, Ohio Area Details
Chad Fischer's American Express Financial Advisors Experience April 1999 - February 2000
Job Chief Operating Officer, GPRS, Inc.
Industry Construction
Experience
Ground Penetrating Radar Systems, Inc.   May 2009 - Present
General Motors  March 2000 - April 2009
American Express Financial Advisors   April 1999 - February 2000

Skills
Global Operations, New Business Development, Strategic Planning, Customer Service, Sales, Project Management, Team Building, Project Planning, Microsoft Word, Management, Cost Benefit, Marketing Strategy, Production Schedules, Senior Executive..., Strong Communications, Financial Management, Customer Relations, Networking, Talent Development, Business Building, Training, Leadership, Contract Negotiation, Construction, Contract Management, Budgets, Construction Management

Education
University of Toledo   1995 — 1999
BBA, Finance

Kettering University   2007 — 2008
MBA

Rebecca Anne (Nason) Finkelman Rebecca Anne (Nason) Finkelman Frederick, Maryland Details
Rebecca Anne (Nason) Finkelman's American Express Financial Advisors Experience 2001 - 2004
Job Executive Assistant to COO at Dan Ryan Enterprises
Industry Executive Office
Experience
Self-Employeed  April 2014 - April 2015
Xerox  January 2012 - April 2014
ACS, a Xerox Company  June 2009 - April 2014
Frederick News-Post  April 2012 - August 2013
The Zimmerman Gallery   2007 - 2009
Lockheed Martin  2005 - 2007
US Department of Homeland Security  2004 - 2005
American Express Financial Advisors   2001 - 2004
Potomac Fund Management, Inc.   January 1998 - January 2001

Skills
Training, Leadership, Employee Relations, Management, Strategy, Event Planning, Policy, Project Planning, Onboarding, Proposal Writing, Business Development, CRM, Outlook, Microsoft Word, Program Management, Start-ups, Communication Written, Meeting Planning, Financial Analysis, PowerPoint, Visio, Market Research, Research, Microsoft Excel, New Hire Orientations, Team Leadership, Strategic Financial..., Blogging, Microsoft Office 2010, Financial Planning, Proofing, Proofreading, Calendars, Excel, Word, Gimp, PGP, Online Research, Travel Planning, New Hire Orientation, Expenses, Multitasker, Acquisition Integration, Development Of Policies, Procedures Manuals, Office 2010, Legal Assistance, SharePoint, Contract Law, Contracts Administrators

Education
La Roche College   1987 — 1989
Business Administration

Lynda Gregory, CFP® Lynda Gregory, CFP® Boulder, Colorado Details
Lynda Gregory, CFP®'s American Express Financial Advisors Experience October 1999 - August 2000
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Reefs To Rockies   February 2006 - Present
Charles Schwab  April 2004 - Present
New England Financial, A MetLife Company  August 2000 - April 2004
American Express Financial Advisors   October 1999 - August 2000

Education
Kansas State University
Bachelor of Science (BS), Kinesiology and Exercise Science

Rose Hill High School

The University of Kansas
Exercise Physiology

Edward Alverson Edward Alverson Greater Seattle Area Details
Edward Alverson's American Express Financial Advisors Experience October 2002 - November 2003
Job
Industry Information Technology and Services
Experience
Boeing  July 2010 - Present
The Alverson Group, Inc.   January 1999 - September 2011
Boeing Commercial Airplanes  March 2008 - March 2009
American Express Financial Advisors   October 2002 - November 2003
HomeGrocer.com  2000 - 2001
Microsoft  February 1995 - June 1998

Education
Massachusetts Institute of Technology   1982 — 1984
BS (2yrs)

VICTORIA KETTNITZ VICTORIA KETTNITZ Greater Los Angeles Area Details
VICTORIA KETTNITZ's American Express Financial Advisors Experience March 2003 - 2004
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  August 2004 - Present
Sisi International, Inc   2004 - Present
American Express Financial Advisors   March 2003 - 2004
American Express Financial Advisors   2001 - 2003

Education
University of Bath
Master of Arts (M.A.)

Kenyatta University
Bachelor of Arts (B.A.)

Moi Girls High School

Krista L. Sandstrom, Ph.D., M.Ed. Krista L. Sandstrom, Ph.D., M.Ed. Greater Minneapolis-St. Paul Area Details
Krista L. Sandstrom, Ph.D., M.Ed.'s American Express Financial Advisors Experience August 1998 - February 2005
Job Organization Effectiveness expert and Musician
Industry Hospital & Health Care
Experience
Hennepin County Medical Center  August 2011 - Present
Minnesota Chorale  January 2000 - Present
BBCS Farms   2006 - Present
The Saint Paul Chamber Orchestra  2014 - 2015
University of Minnesota  September 2011 - December 2012
Medtronic  August 2009 - August 2011
Medtronic  January 2007 - August 2009
Guidant / Boston Scientific  February 2005 - December 2006
American Express Financial Advisors   August 1998 - February 2005

Skills
Organizational..., Organizational..., Performance Management, Executive Coaching, Employee Engagement, Succession Planning, Organizational Design, Leadership Development, Personnel Management, Training, Workforce Planning, Change Management, Human Resources, Process Improvement, Onboarding, Business Strategy, Talent Management, Leadership, Management, Strategy, Employee Relations

Education
University of Minnesota-Twin Cities
Doctor of Philosophy (PhD), Organization Leadership Policy and Development

University of Minnesota-Twin Cities
Masters of Education, Human Resource Development

Luther College
BAs, Anthropology, History, and Classical Civilizations

Chari Talamo Chari Talamo Houston, Texas Details
Chari Talamo's American Express Financial Advisors Experience January 2001 - December 2003
Job Asset Development, Major Capital Projects, Supply Chain Management at Chevron
Industry Oil & Energy
Experience
Chevron  March 2011 - Present
Deloitte  January 2004 - August 2010
American Express Financial Advisors   January 2001 - December 2003

Education
Louisiana State University   1999 — 2004

Steve Duckart Steve Duckart Phoenix, Arizona Area Details
Steve Duckart's American Express Financial Advisors Experience September 1998 - January 2004
Job Director, Enterprise Business Architecture at American Express
Industry Financial Services
Experience
American Express  January 2004 - Present
American Express Financial Advisors   September 1998 - January 2004
American Express Financial Advisors   October 1997 - September 1998

Skills
Enterprise Architecture, Business Architecture, Business Analysis, SDLC, PMO, IT Strategy, Re-engineering, Business Process Design, Governance, Business Process, Financial Services, Process Improvement, Business Transformation, Program Management, Project Portfolio..., Business Process..., TOGAF, Integration, IT Management, Risk Management, Data Warehousing, ITIL, Solution Architecture, Business Intelligence, Vendor Management, PMP, Project Delivery, Outsourcing, Business Process..., Stakeholder Management, Software Project..., Resource Management, Business Requirements, Agile Project Management, Requirements Analysis, SOA, Strategy, Business Process Mapping, Requirements Gathering, Management Consulting, Business Process..., CRM, IT Transformation, Consulting, Analytics, Change Management

Education
Macalester College   1989 — 1993
Economics, English

Jim Solberg Jim Solberg Melbourne, Florida Area Details
Jim Solberg's American Express Financial Advisors Experience 1980 - 1999
Job National Director at Bridges for Peace
Industry Nonprofit Organization Management
Experience
Bridges for Peace USA   2001 - Present
IDS/American Express Financial Advisors  1980 - 2000
American Express Financial (Ameriprise)   1980 - 2000
American Express Financial Advisors   1980 - 1999

Skills
Theology, Non-profits, Biblical Studies, Research, Event Planning, Preaching, Missions, Volunteer Management, Nonprofits, Bible, Leadership Development, Teaching, Religious Studies, Management, Fundraising, Public Speaking, Church Events, Community Outreach, Religion, Discipleship, Expository Preaching

Education
Master's International School of Divinity
MDiv DD, Religion

Luther Seminary   1976 — 1978

St. Olaf College   1972 — 1976
Bachelor of Arts, English and Religion

Shane Knoll Shane Knoll Phoenix, Arizona Area Details
Shane Knoll's American Express Financial Advisors Experience October 2003 - August 2004
Job Financial Services
Industry Financial Services
Experience
Chase Bank  June 2005 - July 2013
Washington Mutual Bank  September 2004 - June 2005
American Express Financial Advisors   October 2003 - August 2004
JW Marriott Desert Ridge Resort and Spa  August 2000 - October 2003

Skills
Management, Customer Service, Retail Banking, Relationship Management, Direct Sales, Customer Acquisition, Customer Experience

Education
Marquette University
Bachelor of Arts Degree, Spanish Education

Tri-State University

University of Phoenix
Masters, Business Administration

Dustin Hoyland Dustin Hoyland Greater Minneapolis-St. Paul Area Details
Dustin Hoyland's American Express Financial Advisors Experience February 2002 - March 2003
Job INFORMATION TECHNOLOGY DIRECTOR: Aligning business realties with IT solutions ... extracting value out of IT spend
Industry Information Technology and Services
Experience
OptumInsight  2011 - Present
UnitedHealth Group  2008 - 2011
eLoyalty  2007 - 2008
Wolters Kluwer Financial Services  2004 - 2007
Minnesota Utility Investors   1999 - 2004
American Express Financial Advisors   February 2002 - March 2003
Kurt Manufacturing  1998 - 2002
US Navy  1994 - 1998

Skills
Business Analysis, SDLC, Business Intelligence, Data Warehousing, IT Strategy, Requirements Gathering, Business Process..., Requirements Analysis, ETL, Data Modeling, Business Process Design, Business Requirements, Enterprise Architecture, Integration, Visio, Software Project..., SAS Programming, SQL, Java, C++, C#, Perl, MFC, ODBC, Oracle, Microsoft Office, Shared Services, Change Management, Team Leadership, IT Project Lifecycle

Education
Metropolitan State University
Bachelor of Science (BS), Computer Science

Darren Moy Darren Moy Greater Memphis Area Details
Darren Moy's American Express Financial Advisors Experience June 1993 - May 1994
Job Architect Director, Enterprise Resource Systems
Industry Information Technology and Services
Experience
Hilton Worldwide  May 2001 - Present
Volunteer - USTA Captain   January 2014 - October 2014
Andersen Consulting / Accenture  June 1994 - April 2001
American Express Financial Advisors   June 1993 - May 1994
Texas A&M University  January 1993 - May 1993

Skills
PeopleSoft, Application Architecture, Enterprise Architecture, Architecture, Custom Software..., Accounts Payable, Software Project..., Software Development, Software Design, Asset Management

Education
Texas A&M University - Mays Business School   1993 — 1994
MBA

Loyola University Chicago   1989 — 1992
BA, Finance

Chris Kudrna Chris Kudrna St. Cloud, Minnesota Area Details
Chris Kudrna's American Express Financial Advisors Experience 1981 - 1994
Job Strategy & Executive Consulting
Industry Executive Office
Experience
Chris R. Kudrna & Associates   June 1994 - Present
KEEPRS, Inc.   2006 - Present
Adjuvant, LLC   November 2009 - Present
Plum Creek Garlic   May 2009 - Present
The Anderson Center   June 2003 - August 2009
American Express Financial Advisors   1981 - 1994
National Data Corporation  1979 - 1981

Skills
Strategy, Leadership, Business Planning, Program Management, Competitive Analysis, Mergers & Acquisitions, Strategic Planning, Business Strategy, Entrepreneurship, Finance, Management Consulting, Managerial Finance, Venture Capital, Start-ups, Team Building, Private Equity, Leadership Development, Mergers, Change Management, Executive Management, Marketing, Business Development, Small Business, Risk Management, Strategic Partnerships, Due Diligence

Education
The University of Chicago Booth School of Business   1976 — 1978
MBA, Finance

Macalester College   1972 — 1976
BA, Economics with minors in Math & American History

Jeremy Hoialmen Jeremy Hoialmen Greater Minneapolis-St. Paul Area Details
Jeremy Hoialmen's American Express Financial Advisors Experience June 2001 - May 2005
Job Finance Manager at US Bank
Industry Banking
Experience
US Bank  June 2011 - Present
USBank  June 2006 - May 2011
American Express Financial Advisors   June 2001 - May 2005
American Express Financial Advisors   December 1999 - May 2001

Skills
Financial Analysis, Banking, Portfolio Management, Financial Modeling, Financial Services, Finance, Credit

Education
Lawrence University   1990 — 1994
Bachelor of Arts (B.A.), Economics, History

Lars Olson Lars Olson Minneapolis, Minnesota Details
Lars Olson's American Express Financial Advisors Experience 2000 - 2006
Job Sr. Salesforce.com Consultant
Industry Information Technology and Services
Experience
Redpath Consulting Group  April 2015 - Present
Ameriprise Financial  2009 - 2010
RiverSource Investments  2006 - 2009
American Express Financial Advisors   2000 - 2006
American Express Financial Advisors   1999 - 2000

Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...

Education
University of Minnesota - Carlson School of Management   1997 — 2000
MBA, MIS

Luther College   1988 — 1992
Bachelor's Degree, History

Kolding Gymnasium   1986 — 1987

Shannon Burns Shannon Burns Greater Milwaukee Area Details
Shannon Burns's American Express Financial Advisors Experience 1990 - 1997
Job Director of Finance New Product Development at HarleyDavidson Motor Company
Industry Consumer Goods
Experience
Harley-Davidson Motor Company  November 2014 - Present
Harley-Davidson Motor Company  August 2011 - November 2014
Center for Communications, Hearing and Deafness   June 2013 - December 2013
INROADS  2001 - December 2013
MillerCoors Brewing Company  June 2007 - August 2011
Ernst & Young  1997 - 2007
American Express Financial Advisors   1990 - 1997
American Express Tax and Business Services, Inc.   1995 - 1996

Skills
Product Development, Process Improvement, Forecasting

Education
Marquette University   2005 — 2006
MBA, Executive MBA

University of Wisconsin-Oshkosh   1988 — 1993
Undergraduate, Major: Accounting; Minor: Journalism

Eric Thorson Eric Thorson Greater Philadelphia Area Details
Eric Thorson's American Express Financial Advisors Experience 1995 - 1999
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard  December 2011 - Present
Nuveen Investments  January 2011 - December 2011
FAF Advisors  January 2006 - December 2010
The Willow Group  April 2005 - January 2006
Fingerhut Direct Marketing, Inc.   June 2003 - April 2005
IBM Global Services (formerly PWC Consulting)   June 1999 - January 2003
American Express Financial Advisors   1995 - 1999

Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration

Education
University of Minnesota - Carlson School of Management   2008 — 2012
MBA, Finance and Management

Lawrence University   1990 — 1994
BA, Government

Paul Auffarth, MBA Paul Auffarth, MBA Baltimore, Maryland Area Details
Paul Auffarth, MBA's American Express Financial Advisors Experience 1998 - 2000
Job Clinical Account Manager at Retrophin/Ultra Rare Disease
Industry Biotechnology
Experience
Retrophin  September 2014 - Present
Lundbeck  September 2010 - September 2014
Patrice Paul Properties, LLC   May 2009 - September 2010
Jazz Pharmaceuticals  October 2007 - November 2008
Par Pharmaceutical  June 2005 - October 2007
Mylan Bertek Pharmaceuticals  May 2000 - June 2005
American Express Financial Advisors   1998 - 2000

Skills
Neurology, Gastroenterology, Psychiatry, Oncology, Pulmonology, Movement Disorders, Life Sciences, Infectious Diseases, Internal Medicine, Hematology, Family Practice, Neuroscience, Biotechnology, Lifesciences, Rheumatology, Family Medicine, Cardiology, Pharmaceutical Sales, Sales Operations, Sales Effectiveness, Buy & Bill, Dermatology, Pharmaceutical Industry, Managed Care, Diabetes, Hospital Sales, Allergy, Urology, Sales Force Development, Selling Skills, Nephrology, OB/GYN, Endocrinology, Pharmaceutics, Medical Devices, Market Access, Pain Management, Hypertension, Osteoporosis, Biologics, Sales, Product Launch

Education
Loyola University Maryland   1987 — 1993
M.B.A., B.B.A., Business Administration

Dulaney Senior High   1984 — 1987
H.S. Diploma, Business Administration and Management, General

Joe Nery Joe Nery Minneapolis, Minnesota Details
Joe Nery's American Express Financial Advisors Experience January 2003 - November 2004
Job Business Systems Consultant at TEKsystems
Industry Financial Services
Experience
TEKsystems  March 2015 - Present
TEKsystems  January 2015 - March 2015
Signature Consultants  April 2014 - December 2014
Fulcrum Consulting  August 2013 - November 2013
Fulcrum Consulting  June 2012 - June 2013
TEKsystems  December 2009 - April 2012
Ameriprise Financial  November 2004 - December 2008
American Express Financial Advisors   January 2003 - November 2004
American Express Financial Advisors   December 1999 - January 2003
American Express  March 1999 - December 1999

Skills
Workshop Facilitation, Business Analysis, Requirements Analysis, Project Management, Business Intelligence, Process Improvement, Requirements Gathering, Banking, Financial Services, Management, Leadership, SQL, Quality Assurance, Mutual Funds, Training, Software Documentation, SDLC, Enterprise Software, User Acceptance Testing, Business Process..., Business Requirements, Business Process, Visio, Project Portfolio...

Education
Marquette University   1993 — 1995
MBA, General Management

Marquette University   1985 — 1990
B.S., Major: Biomedical Engineering, Minor: Math, Bus. Adm.

Steve Dyer Steve Dyer Greater Minneapolis-St. Paul Area Details
Steve Dyer's American Express Financial Advisors Experience January 2000 - April 2004
Job Partner at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group  April 2012 - Present
Craig-Hallum Capital Group  June 2006 - Present
Craig-Hallum Capital Group  April 2004 - Present
American Express Financial Advisors   January 2000 - April 2004

Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Valuation, Capital Markets, Alternative Investments, Series 7

Education
University of St. Thomas - Opus College of Business   2000 — 2004
MBA, Finance

Marquette University   1992 — 1996
BA

Stacy Fabacher Stacy Fabacher Greater Minneapolis-St. Paul Area Details
Stacy Fabacher's American Express Financial Advisors Experience March 1997 - March 1999
Job Implementation Manager, Field Execution & Training
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Ameriprise Financial Services, Inc.   January 2010 - June 2011
Ameriprise Financial  October 2007 - January 2010
Ameriprise Financial Services, Inc.   April 2007 - October 2007
Ameriprise Financial  March 1999 - April 2007
American Express Financial Advisors   March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau   1993 - 1997
Elmwood Medical Center   1993 - 1993

Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy

Education
Verbatim Court Reporting Academy   1990 — 1995
Stenography, Medical & Legal Terminology

Louisiana State University   1986 — 1989
General

Sarah Mealey Sarah Mealey Greater Minneapolis-St. Paul Area Details
Sarah Mealey's American Express Financial Advisors Experience October 1996 - June 2000
Job President at Endeavor Consulting, Inc
Industry Management Consulting
Experience
Endeavor Consulting, Inc   June 2000 - Present
Archdiocese of Saint Paul and Minneapolis  April 2012 - March 2014
Ameriprise Financial  July 2010 - April 2012
Endeavor Consulting, Inc.   June 2000 - August 2010
American Express Financial Advisors   October 1996 - June 2000
First Bank System  June 1987 - October 1996

Skills
Strategy, Leadership, Strategic Planning, Financial Services, Management Consulting, Marketing, Marketing Strategy, Management, Mutual Funds, Media Relations, Financial Advisory, Retirement Planning, Finance, Public Relations, Project Management, Series 7, Financial Analysis, Wealth Management, Cross-functional Team..., Product Development, Series 63, Analytics, Investment Advisory, Brand Development, Investments, Asset Allocation, Business Excellence, Trusted Business Advisor

Education
University of Minnesota - Carlson School of Management   1988 — 1994
MBA, Strategic Marketing

Kansas State University   1982 — 1987
BS, Marketing and Finance

Archbishop Harry J. Flynn Catechetical Institute   2009 — 2011
Class of St. John Vianney, Catechism of the Catholic Church

Greg Hanshew Greg Hanshew Greater Denver Area Details
Greg Hanshew's American Express Financial Advisors Experience January 1995 - January 1998
Job Personal Financial Advisor
Industry Financial Services
Experience
Infinity Financial Services  October 2014 - Present
First Financial Equity Corporation  November 2012 - October 2013
SLINGSHOT LIMITED   January 2010 - November 2012
LPL Financial  January 2006 - January 2010
WALNUT STREET SECURITIES  January 1998 - January 2006
American Express Financial Advisors   January 1995 - January 1998
American Express  January 1995 - January 1998

Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7

Education
Metropolitan State University   1997 — 1998
CFP, Finance

EHS

Steve Tveit Steve Tveit Greater Minneapolis-St. Paul Area Details
Steve Tveit's American Express Financial Advisors Experience December 1999 - December 2001
Job Senior Manager Business Systems Analyst
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors   December 2001 - August 2015
American Express Financial Advisors   December 1999 - December 2001
US Bancorp Investments  September 1999 - December 1999
US Bancorp Investments  July 1999 - September 1999
US Bancorp Investments  January 1998 - June 1999

Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC

Education
Metropolitan State University   1996 — 1998
Bachelor of Science, Finance Major

Lori Rogge Lori Rogge Manhattan, Kansas Details
Lori Rogge's American Express Financial Advisors Experience August 1997 - September 2004
Job Sr Director of Development, College of Engineering at Kansas State University Foundation
Industry Higher Education
Experience
KSU Foundation  May 2011 - Present
Kansas State University Foundation  October 2004 - May 2011
American Express Financial Advisors   August 1997 - September 2004

Skills
Annual Giving, Stewardship, Philanthropy, Estate Planning, Fundraising, Planned Giving, Board Development, Volunteer Management, Alumni Relations

Education
Kansas State University   1990 — 1994
Business Administration, Marketing

Clint Resendez Clint Resendez Houston, Texas Area Details
Clint Resendez's American Express Financial Advisors Experience June 2000 - September 2001
Job
Industry Medical Devices
Experience
Smith & Nephew  September 2014 - Present
Smith & Nephew  April 2012 - Present
Warner Chilcott  September 2008 - August 2012
Warner Chilcott  September 2007 - September 2008
Warner Chilcott  October 2001 - August 2007
American Express Financial Advisors   June 2000 - September 2001

Skills
OB/GYN, Endocrinology, Surgeons, Hospital Sales, Hospitals, Disposables, Sales Force Development

Education
Lamar University   1995 — 2000
BA, Marketing

Robert Selby Robert Selby Baltimore, Maryland Area Details
Robert Selby's American Express Financial Advisors Experience May 2004 - March 2005
Job Business Analysis Manager at University Physicians, Inc
Industry Hospital & Health Care
Experience
University Physicians, Inc  January 2013 - Present
University Physicians, Inc.   October 2008 - December 2012
University Physicians, Inc.   July 2007 - October 2008
University Physicians, Inc.   March 2005 - July 2007
American Express Financial Advisors   May 2004 - March 2005

Education
Loyola College in Maryland   2000 — 2004
Finance

Erika Wachholz Erika Wachholz Storm Lake, Iowa Details
Erika Wachholz's American Express Financial Advisors Experience April 2000 - July 2001
Job Registered principal delegate and paraplanner with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Quest Wealth Management with Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial   October 2008 - May 2010
Ameriprise Financial  November 2005 - July 2008
Ameriprise Financial  October 2003 - November 2005
Prudential Securities/Wachovia Securities  July 2002 - September 2003
Edward Jones  August 2001 - June 2002
American Express Financial Advisors   April 2000 - July 2001
American Express Financial Advisors   May 1998 - April 2000

Education
Luther College   1993 — 1997
BA, Music

Jim Witkowski Jim Witkowski Kansas City, Missouri Area Details
Jim Witkowski's American Express Financial Advisors Experience 2000 - 2002
Job Financial Adviser with JW Wealth Management Group
Industry Financial Services
Experience
Cetera Advisors LLC  December 2009 - Present
Edward Jones  September 2002 - October 2009
American Express Financial Advisors   2000 - 2002

Skills
Investments, Series 7, Securities, Retirement Planning, Wealth Management, FINRA, Uniform Combined State..., Series 63, Investment Advisory, Mutual Funds, Estate Planning, Strategic Financial..., Portfolio Management, Retirement, Fixed Annuities, Asset Allocation, Finance, Financial Advisory, IRAs, 401k

Education
University of Central Missouri   1997 — 2000
BS, Biology

Longview Community College   1995 — 1997
Chemistry

Raytown High School   1990 — 1995

Mark Zembo Mark Zembo Columbus, Ohio Area Details
Mark Zembo's American Express Financial Advisors Experience 1996 - 1999
Job Director, Business Development at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  2011 - Present
Nationwide Financial  2006 - 2011
Fritz-Rumer-Cooke Co., Inc   January 2000 - December 2002
American Express Financial Advisors   1996 - 1999
Morgan Stanley Private Wealth Management  September 1993 - December 1994

Skills
Portfolio Management, Sales Management, Fixed Annuities, Insurance, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, Relationship Management, Retirement Planning, Sales Presentations, 401k, Series 6, Retirement, Life Insurance, Series 7, Financial Advisory, Asset Allocation, Finance, Sales, Management, Marketing, Securities, Asset Management

Education
Ohio Dominican University   2005 — 2006
MBA, Business

Miami University   1988 — 1993
BS, Finance

Ella Jaehnig Ella Jaehnig Greater Minneapolis-St. Paul Area Details
Ella Jaehnig's American Express Financial Advisors Experience October 1996 - August 2005
Job Sr Talent Management Specialist at Cargill
Industry Food Production
Experience
Cargill  September 2012 - Present
Cargill Meat Solutions  December 2009 - September 2012
Cargill  March 2007 - December 2009
American Express Financial Advisors   October 1996 - August 2005

Education
University of Minnesota - Carlson School of Management   2005 — 2007
MA, Human Resources & Industrial Relations

Knox College   1992 — 1996
BA, Modern Languages

Jack Sudyk Jack Sudyk Greater Minneapolis-St. Paul Area Details
Jack Sudyk's American Express Financial Advisors Experience November 1998 - November 2003
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Ryder Integrated Logistics  March 2009 - Present
RR Donnelley  November 2006 - September 2008
Cenveo  November 2003 - November 2006
American Express Financial Advisors   November 1998 - November 2003
Fingerhut  June 1991 - November 1998
General Electric  June 1978 - June 1991

Skills
Warehousing, Six Sigma, Leadership, Project Management, Continuous Improvement, Strategy, Inventory Management, Materials Management, Lean Manufacturing, Warehouse Management, SAP, Supply Chain, Inventory Control, Management

Education
Kent State University   1970 — 1974
BBA, Marketing

Nandakumar Gopal Nandakumar Gopal Greater Minneapolis-St. Paul Area Details
Nandakumar Gopal's American Express Financial Advisors Experience 2001 - 2002
Job Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  September 2011 - Present
Ventech Solutions  July 2007 - Present
US Bank  December 2010 - September 2011
Wells Fargo Home Mortgage  November 2008 - November 2010
Northwest Airlines  March 2008 - November 2008
Wells Fargo Home Mortgage  July 2007 - February 2008
American Express Financial Advisors   2001 - 2002

Education
Metropolitan State University   2003 — 2005
MBA, Finance

PSG College of Technology   1991 — 1995
Bachelor of Engineering, Mechanical Engineering

Chris Kotek Chris Kotek Greater Minneapolis-St. Paul Area Details
Chris Kotek's American Express Financial Advisors Experience 2004 - 2005
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Bank   2007 - 2010
Ameriprise Financial  2005 - 2007
American Express Financial Advisors   2004 - 2005
American Express Financial Advisors   2004 - 2004
American Express Financial Advisors   2002 - 2004
American Express Financial Advisors   2000 - 2002
American Express Financial Advisors   1999 - 2000
American Express Financial Advisors   1998 - 1999

Skills
Analysis, Banking, Business Development, Business Requirements, Finance, Financial Services, Integration, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Relationship Management, Securities, Six Sigma, Strategy, Vendor Management

Education
Metropolitan State University   2003 — 2007
B.S, Finance

Katie Spitzner Katie Spitzner Greater New York City Area Details
Katie Spitzner's American Express Financial Advisors Experience May 2004 - August 2004
Job Human Resources/Talent Management Professional; PHR Certified
Industry Food Production
Experience
Bunge  May 2008 - March 2014
Cartus  May 2006 - May 2008
American Express Financial Advisors   May 2004 - August 2004

Skills
Performance Management, Succession Planning, Relocation, Employee Training, Administrative Work, Onboarding, HRIS, Employee Relations, Policy, Talent Management, Human Resources, Leadership Development, Executive Assessments, SAP, Leadership, Management, Employee Benefits, Talent Acquisition, Training, Career Assessment, Employee Engagement, Recruiting, Customer Service, HR Policies, Personnel Management, Organizational..., HR Consulting, Microsoft Office

Education
Marist College   2002 — 2006
BS, Business Administration, HR, International Business

Alice Klingener Alice Klingener Springfield, Massachusetts Area Details
Alice Klingener's American Express Financial Advisors Experience 1996 - 2000
Job Owner, Saga Language Services LLC
Industry Translation and Localization
Experience
Saga Language Services LLC   2004 - Present
American Express Financial Advisors   1996 - 2000
Teltech (now Guideline)   1994 - 1996

Skills
Food Industry, Investments, Translation, Swedish, English

Education
University of Illinois at Urbana-Champaign   1992 — 1994
MLS, Library/Information Science

University of Minnesota-Twin Cities   1989 — 1992
MA, Germanic Philology

Uppsala University   1986 — 1987
Russian

Linköpings universitet   1984 — 1985

University of Massachusetts, Amherst   1981 — 1985
BA, Linguistics & Russian

Northfield Mt. Hermon   1977 — 1981
Diploma

Luke Urban Luke Urban Greater Chicago Area Details
Luke Urban's American Express Financial Advisors Experience November 2002 - May 2004
Job Franchise Owner, Planet Fitness
Industry Health, Wellness and Fitness
Experience
Planet Fitness  May 2013 - Present
Philadelphia Macaroni Company  June 2009 - September 2013
Harvest Equities, LLC   2008 - 2009
Temple University  2007 - 2009
Philadelphia Macaroni Company  June 2004 - August 2007
American Express Financial Advisors   November 2002 - May 2004

Skills
Strategic Planning, Financial Analysis, Employee Benefits, Recruiting, Leadership Development, Human Resources, Talent Acquisition, Onboarding, Talent Management, Organizational..., Employee Relations, Strategy, Leadership, Performance Management, Business Strategy, Coaching, Personnel Management, Risk Management, Sourcing, Marketing, New Business Development, Management, Marketing Strategy

Education
University of Pennsylvania - The Wharton School   2010 — 2011
Human Resource Management

Temple University - Fox School of Business and Management   2007 — 2009
MBA, Finance; MBA, Marketing

Lafayette College   1998 — 2002
BA, Economics & Business

Mary Chenevert Mary Chenevert Columbus, Ohio Area Details
Mary Chenevert's American Express Financial Advisors Experience January 1988 - March 2001
Job Executive Assistant to CEO at Planned Parenthood of Greater Ohio
Industry Nonprofit Organization Management
Experience
Planned Parenthood of Greater Ohio  January 2014 - Present
Morgan Memorial Goodwill Industries  November 2008 - January 2014
University of Massachusetts MA Biologic Laboratories   October 2005 - October 2008
Morgan Memorial Goodwill Industries  January 2002 - October 2005
American Express Financial Advisors   January 1988 - March 2001

Skills
Grant Writing, Non-profits, Event Planning, Organizational..., Resume Writing, Workforce Development, Community Outreach, Program Development, Fundraising, Career Counseling, Public Speaking, Volunteer Management, Community Development, Nonprofits, Grants, Workshop Facilitation

Education
Massasoit Community College   1976 — 1978
Associates

Stonehill College

Holland Atkinson Holland Atkinson Greater Minneapolis-St. Paul Area Details
Holland Atkinson's American Express Financial Advisors Experience 1999 - 2001
Job Labor Relations Specialist at USPS
Industry Government Administration
Experience
USPS  March 2013 - Present
USPS  November 2012 - March 2013
USPS  2009 - 2013
USPS  June 2010 - November 2012
USPS  2005 - 2009
AllianceOne  2001 - 2005
American Express Financial Advisors   1999 - 2001
IBM Global Services  1994 - 1997

Skills
Human Resources, Labor Relations, EEO Compliance, NLRB Compliance, Contract Negotiation, Conflict Resolution, Employee Relations, Grievance Arbitrations, Policy, Data Entry, Team Leadership, Government, Federal Government, Training, Customer Service, Leadership, Process Improvement, EEO

Education
Metropolitan State University   2014 — 2016
Bachelor of Science HRM (in progress), Human Resources Management/Personnel Administration, General

Saint Paul College-A Community and Technical College   1996 — 1998
Associates Degree in Commercial Art and Graphic Design

Henry Sibley Sr. High School   1989 — 1993
High School Graduate

Glenn Brennan Glenn Brennan Greater Chicago Area Details
Glenn Brennan's American Express Financial Advisors Experience June 1990 - September 1994
Job Process Operator/Special assignment GOHT at BP
Industry Oil & Energy
Experience
BP  May 2006 - Present
IHSAA  April 1996 - Present
BP  February 2011 - February 2014
BP  May 2006 - January 2008
Western and Southern Life Insurance Company   February 1997 - May 1999
American Express Financial Advisors   June 1990 - September 1994
Metropolitan Life Insurance Company  June 1985 - 1990

Skills
College baseball..., Ihsaa umpire and..., Supervisory Skills, Contract Negotiation, Sales Management, Social Media, Networking, Quality Control, Petrochemical, Refinery, Pipelines, Onshore, Refining, Gas, Commissioning, Risk Assessment, Pumps, Pressure, Steam, FEED, P, Process Safety, Energy Industry, Upstream, Downstream Oil & Gas, HAZOP, Oil & Gas Industry, Industrial Safety, Communication

Education
Manchester University   1977 — 1979
business

Morton Senior High School   1972 — 1976
COLLEGE PREP DIPLOMA

Frank Vessell Frank Vessell Phoenix, Arizona Area Details
Frank Vessell's American Express Financial Advisors Experience January 1997 - January 1999
Job Mainframe Storage Engineer at Safeway
Industry Information Technology and Services
Experience
Albertsons Safeway  April 2012 - Present
Vantiv  August 2010 - October 2011
HCSC  April 2010 - July 2010
JPMorgan Chase  March 2003 - December 2009
First Data Resources  August 1999 - August 2001
American Express Financial Advisors   January 1997 - January 1999
Carlson Companies, Inc  January 1993 - January 1997
ITT Consumer Financial Corporation  January 1988 - January 1993
ITT Consumer Financial Corporation  January 1986 - January 1988

Skills
Disaster Recovery, JCL, Six Sigma, SAS, Dasd, Mainframe, Problem Solving, Storage, Lotus Notes, SDLC, SAN, Hardware, Operating Systems, Software Documentation, Unix, Management, Testing, Virtualization, Storage Virtualization, DB2, SharePoint, Project Management, Integration, Data Center, Storage Area Networks, ITIL, Business Process..., Windows, Team Building, High Availability, Business Continuity, Process Improvement, IT Management, Program Management, Performance Tuning, Vendor Management, Computer Hardware, MVS, Storage Management, Visio, Replication, Software Installation, Capacity Planning, Enterprise Software, Quality Assurance

Education
Metropolitan State University
Marketing Communications

University of Nebraska at Omaha
Organizational Behavior

Andrew Monsour Andrew Monsour Roanoke, Virginia Area Details
Andrew Monsour's American Express Financial Advisors Experience February 1995 - January 1997
Job President at Monsour Advisory Services
Industry Financial Services
Experience
Monsour Advisory Services   June 2005 - Present
Monsour Asset Management   March 1999 - June 2005
Monsour Bell Financial   January 1997 - March 1999
American Express Financial Advisors   February 1995 - January 1997

Skills
Financial Planning, Retirement Planning, Investments, Estate Planning, Portfolio Management, Asset Managment, Wealth Management, Long-term Care, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Small Business, Risk Management, Strategic Financial..., Asset Management, Business Planning, Executive Management, 401k

Education
James Madison University   1990 — 1994
Finance, Finance

Katie Cantin Katie Cantin Lansing, Michigan Area Details
Katie Cantin's American Express Financial Advisors Experience August 2002 - August 2003
Job Bartender, Waitress, Guest Manager at Harrison Roadhouse
Industry Higher Education
Experience
Michigan State University  October 2009 - Present
Harrison Roadhouse  February 2009 - Present
MSU COLLEGE OF EDUCATION  February 2008 - Present
Applebee's  February 2004 - February 2009
Re/Max  January 2005 - July 2006
American Express Financial Advisors   August 2002 - August 2003

Education
Lansing Community College   2003 — 2011
N/A, Accounting

CHARLOTTE HIGH SCHOOL
General Studies

Lansing Community College
Hospitality Management and General Business

D. Clay Gardner D. Clay Gardner Lafayette, Louisiana Area Details
D. Clay Gardner's American Express Financial Advisors Experience February 1996 - December 2005
Job Certified Financial Planner at D. Clay Gardner, LLC
Industry Financial Services
Experience
Zeiders Enterprises, Inc.   April 2013 - Present
St. Landry Parish School Board  August 2010 - Present
D. Clay Gardner, LLC   September 2008 - Present
USAA  February 2006 - August 2006
American Express Financial Advisors   February 1996 - December 2005

Skills
Curriculum Development, Classroom, Literacy, Lesson Planning, Classroom Management, Educational Leadership, Teaching, Tutoring, Elementary Education, K-12, Educational Technology, Teacher Training, Special Education, Strategic Financial..., E-Learning, Leadership, Analysis, Educational Consulting, Higher Education, Microsoft Excel, Public Speaking, Finance, Financial Planning, Strategic Planning, Microsoft Office, Customer Service, Insurance, Financial Analysis, Event Planning, Investments, PowerPoint, Social Media

Education
Louisiana State University and Agricultural and Mechanical College   2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General

Northwestern State University   1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Joy Mosier-Dubinsky Joy Mosier-Dubinsky Overland Park, Kansas Details
Joy Mosier-Dubinsky's American Express Financial Advisors Experience 2003 - 2004
Job Writing Fellow at The University of Kansas
Industry Writing and Editing
Experience
The University of Kansas  June 2015 - Present
Johnson County Community College  December 2011 - Present
Self  September 1993 - Present
Restaurant Mechanical Services   June 2011 - January 2012
JC Communications Best RSVP, Inc.   May 2009 - June 2011
American Express Financial Advisors   2003 - 2004

Skills
Editing, Public Speaking, Creative Writing, Social Networking, Literature, Proofreading, Copy Editing, Blogging, Customer Service, Newsletters, Microsoft Excel, Books, Freelance Writing, Non-fiction, Social Media, Tutoring, Poetry, Web Content, Published Author, Coaching, Leadership Development, Sales, Project Management, Fiction Writing, Publications, Public Relations, Curriculum Design, Academic Tutoring, Peer Tutoring, Team Leadership, Book Reviews, Publishing, Novels, Nonprofits, Text Editing, Facebook, Short Stories, Fiction, Storytelling, Ghostwriting, Press Releases, Creative Non-fiction, AP Style, Grammar, Feature Articles, Marketing Copy, Fact-checking, Speech Writing, Web Content Creation, Writing

Education
University of Kansas   2014 — 2016
Bachelor's Degree, Classical Antiquity; History, 3.93 GPA

Johnson County Community College   2011 — 2013
Associate of Arts with Honors, Liberal Arts, 4.0

Josephine Cooks Josephine Cooks Orlando, Florida Area Details
Josephine Cooks's American Express Financial Advisors Experience March 1999 - October 2003
Job Receptionist
Industry Civil Engineering
Experience
Vanasse Hangen Brustlin, Inc  December 2004 - May 2008
American Express Financial Advisors   March 1999 - October 2003
ConAgra Foods  September 1997 - January 1999
Visiting Nurse Association  March 1991 - August 1997

Skills
Microsoft Office, Customer Service, Research, PowerPoint, Microsoft Word, Phone Etiquette, Human Resources, Microsoft Excel, Customer Experience

Education
Metropolitan Community College

OOIC Community College
Office Systems Technology

Melissa Fagnan Melissa Fagnan Greater Minneapolis-St. Paul Area Details
Melissa Fagnan's American Express Financial Advisors Experience August 1998 - May 2002
Job Executive Administrative Assistant
Industry Building Materials
Experience
Andersen Corporation  December 2007 - Present
Target Corporation  September 2002 - December 2007
American Express Financial Advisors   August 1998 - May 2002

Skills
Microsoft Excel, PowerPoint, Windows, Outlook, Event Planning, Microsoft Word, Event Management, Team Building, Administration, Manufacturing, Time Management

Education
Lake Superior College

Brad Pickett Brad Pickett Houston, Texas Area Details
Brad Pickett's American Express Financial Advisors Experience August 2000 - July 2001
Job in transition
Industry Financial Services
Experience
IMG Financial Group  March 2013 - May 2014
Securian Financial Group  2013 - 2013
Saybrus Partners  April 2011 - May 2012
Allstate Insurance Co  2009 - 2010
Allstate Insurance Co  January 2006 - May 2009
Allstate  July 2001 - January 2006
American Express Financial Advisors   August 2000 - July 2001

Skills
Risk Management, Forecasting, Selling Skills, Business Planning, Employee Training, Competitive Analysis, Strategic Planning, Market Analysis, Training, Change Management, Management Consulting, Market Planning, Project Management, Leadership Development, Customer Service, Sales Plan, Reviews, Key Performance..., Quality Auditing, Investment Advisor..., Series 7, Series 24, Series 51, Series 66, FINRA Compliance

Education
McNeese State University   1994 — 1999
BA, Finance

McNeese State University   1994 — 1999
Bachelor of Science, Finance

Bryan Osborn Bryan Osborn Birmingham, Alabama Area Details
Bryan Osborn's American Express Financial Advisors Experience 2003 - 2005
Job Human Resource Professional Lowes
Industry Retail
Experience
Lowe's Home Improvement  2006 - Present
American Express Financial Advisors   2003 - 2005
Weaver Insurance   1998 - 2002
SouthTrust Bank  1992 - 1997

Skills
Employee Relations, FMLA, Onboarding, Benefits Administration, Employee Benefits, HRIS, Succession Planning, Recruiting, HR Policies, Performance Management, Applicant Tracking..., Employee Engagement, College Recruiting, Union Avoidance, Affirmative Action, Payroll, Kronos, PeopleSoft, Job Descriptions, ADP Payroll, Customer Service, Legal Compliance, Internet Recruiting, Performance Appraisal, Workers Compensation, Change Management, Career Development, Compensation, EEO, Employee Training, Employment Law, Hiring, Human Resources, Interviews, Job Analysis, New Hire Orientations, Talent Management, Deferred Compensation, Workforce Planning, HR Consulting, Temporary Placement, Organizational..., Personnel Management

Education
University of Alabama at Birmingham   1992 — 1996
Bachelors of Science, Human Resources

Jefferson State Community College   1988 — 1992
Associate's degree, Human Resources Management and Services

Ravi Adimoolam Ravi Adimoolam Greater New York City Area Details
Ravi Adimoolam's American Express Financial Advisors Experience January 1989 - July 1992
Job Vice President, Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan   December 2009 - Present
Citigroup Smith Barney  October 1992 - December 2009
American Express Financial Advisors   January 1989 - July 1992

Skills
Series 7, Series 24, Series 65, Series 63, NYS Life, Wealth Accumulation..., Financial Analysis, Retirement Planning, Team Leadership, Portfolio Management

Education
Louisiana State University   1986 — 1988
MBA, Accounting and Finance

State Board of CPAs- Louisiana   1989 — 1990
Certified Public Accountant- CPA Certified, Accounting

Lesha Coleman Lesha Coleman Buffalo/Niagara, New York Area Details
Lesha Coleman's American Express Financial Advisors Experience January 2003 - December 2006
Job
Industry Insurance
Experience
Allstate  August 2004 - Present
American Express Financial Advisors   January 2003 - December 2006

Skills
Property & Casualty..., Insurance, Commercial Insurance, Casualty, Underwriting, Life Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Health Insurance, Fixed Annuities, Long-term Care, Strategic Planning, Series 6, Commercial Lines

Education
Medaille College   1991 — 2001
Bachelor of Science, Business Management

University at Buffalo

Jackie Reeves Jackie Reeves Greater Minneapolis-St. Paul Area Details
Jackie Reeves's American Express Financial Advisors Experience November 1997 - April 2001
Job Director, IT Infrastructure at Rust Consulting
Industry Information Technology and Services
Experience
Rust Consulting  August 2014 - Present
MoneyGram International  May 2012 - July 2014
Northwest Airlines  May 2001 - July 2003
American Express Financial Advisors   November 1997 - April 2001
ESP Software Services  April 1996 - November 1997
West Publishing  May 1993 - April 1996
Wilder Research Center  1986 - 1991
Wilder Research Center  1986 - 1991

Skills
IT Infrastructure and..., Strategic Planning, Vendor Management, Vendor Relations, IT Management, Change Management, Cross-functional Team..., Leadership, Business Analysis, SDLC, Program Management, Outsourcing, Integration, Business Process..., Project Portfolio..., Process Improvement, IT Strategy, Management

Education
Macalester College   1985 — 1989
BA, Political Science, Sociology

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