American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
American Express Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Express Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
American Express Financial Advisors Salaries. You can even request information on how much does American Express Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for American Express Financial Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,217 American Express Financial Advisors employees in database. Find out everything there's to know about American Express Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
American Express Financial Advisors Employees
Employee
Years
Job
Industry
Kent Roers, CFP Kent Roers, CFP's American Express Financial Advisors Experience January 2003 - August 2005
Job Owner at Bison Management Team
Industry Financial Services
Experience
Roers Investments 2012 - Present
Bison Management Team 2012 - Present
Sun Life Financial April 2009 - 2012
AXA Equitable December 2008 - April 2009
Claymore Securities August 2005 - November 2008
American Express Financial Advisors January 2003 - August 2005
American Express Financial Advisors March 2002 - January 2003
The Kuhr Group 1999 - March 2002
Northwestern Mutual Life 1997 - 1999
Skills
Asset Managment, Estate Planning, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Retirement, Series 7
Education
Minnesota State University, Mankato 1999 — 2000
CFP, Certified Financial Planning Degree
Southwest Minnesota State University 1995 — 1999
Bachelor Degree, Bachelor of Science Business Administration
Roers Investments 2012 - Present
Bison Management Team 2012 - Present
Sun Life Financial April 2009 - 2012
AXA Equitable December 2008 - April 2009
Claymore Securities August 2005 - November 2008
American Express Financial Advisors January 2003 - August 2005
American Express Financial Advisors March 2002 - January 2003
The Kuhr Group 1999 - March 2002
Northwestern Mutual Life 1997 - 1999
Skills
Asset Managment, Estate Planning, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Retirement, Series 7
Education
Minnesota State University, Mankato 1999 — 2000
CFP, Certified Financial Planning Degree
Southwest Minnesota State University 1995 — 1999
Bachelor Degree, Bachelor of Science Business Administration
Jayne Ubl Jayne Ubl's American Express Financial Advisors Experience January 1990 - January 2000
Job CoOwner at DriveSafeRideSafe
Industry Media Production
Experience
DriveSafeRideSafe March 2010 - Present
Kaplan Univeristy January 2009 - November 2014
Skillsets January 1990 - January 2014
Edelman Productions August 2005 - May 2008
Hearst-Argyle January 2000 - June 2005
Dayton-Hudson Corporation/including Target January 1993 - January 2000
American Express Financial Advisors January 1990 - January 2000
Local Television Stations in Minneapolis Area January 1985 - January 1996
WCCO-TV January 1982 - January 1985
Skills
Video Production, Web Development, Branding Initiatives, Television Programming, Field Producing, Online Curriculum Design, Talent Developer, Broadcast, Web Video, Avid Media Composer, Producing, Television, Documentaries, Video Editing, Final Cut Pro, Editing, Camera, Avid, Video, Multimedia, HD Video, Final Cut Studio, Reality, Videography, Post Production, Non-linear Editing, Broadcast Journalism, Broadcast Television, Media Production
Education
Minnesota State University, Mankato
B.S., Journalism, Mass Comm, Theatre
DriveSafeRideSafe March 2010 - Present
Kaplan Univeristy January 2009 - November 2014
Skillsets January 1990 - January 2014
Edelman Productions August 2005 - May 2008
Hearst-Argyle January 2000 - June 2005
Dayton-Hudson Corporation/including Target January 1993 - January 2000
American Express Financial Advisors January 1990 - January 2000
Local Television Stations in Minneapolis Area January 1985 - January 1996
WCCO-TV January 1982 - January 1985
Skills
Video Production, Web Development, Branding Initiatives, Television Programming, Field Producing, Online Curriculum Design, Talent Developer, Broadcast, Web Video, Avid Media Composer, Producing, Television, Documentaries, Video Editing, Final Cut Pro, Editing, Camera, Avid, Video, Multimedia, HD Video, Final Cut Studio, Reality, Videography, Post Production, Non-linear Editing, Broadcast Journalism, Broadcast Television, Media Production
Education
Minnesota State University, Mankato
B.S., Journalism, Mass Comm, Theatre
Mike Neunsinger Mike Neunsinger's American Express Financial Advisors Experience September 1996 - January 2001
Job Regional Investment Manager, Vice President, Bank of the West Wealth Management
Industry Investment Management
Experience
Bank of the West August 2008 - Present
First International Bank & Trust January 2001 - August 2008
American Express Financial Advisors September 1996 - January 2001
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Strategic Financial..., Due Diligence, Retirement Planning, Estate Planning, Management, Marketing Strategy, Credit Analysis, Banking, Credit, Loans, Mutual Funds
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (BS), Finance
Bank of the West August 2008 - Present
First International Bank & Trust January 2001 - August 2008
American Express Financial Advisors September 1996 - January 2001
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Strategic Financial..., Due Diligence, Retirement Planning, Estate Planning, Management, Marketing Strategy, Credit Analysis, Banking, Credit, Loans, Mutual Funds
Education
Minnesota State University, Moorhead 1990 — 1995
Bachelor of Science (BS), Finance
Greg Barth Greg Barth's American Express Financial Advisors Experience May 1998 - June 2000
Job Finding Purpose Outside Of Your Comfort Zone
Industry Information Technology and Services
Experience
The Life Of Now Podcast April 2014 - Present
Team Beachbody 2010 - Present
InterDyn BMI June 2000 - Present
American Express Financial Advisors May 1998 - June 2000
Ameriprise Financial Advisors September 1996 - May 1998
US Bank May 1996 - September 1996
Skills
Business Analysis, Managed Services, Strategy, SharePoint, Time Management, Networking, Microsoft Dynamics, Windows, Sales, Microsoft CRM, Technical Support, Information Technology, VMware, Microsoft SQL Server, Public Speaking, Business Intelligence, Process Improvement, Professional Services, Virtualization, Integration, Team Leadership, Management, Customer Service
Education
Dakota County Technical College 1999 — 1999
MCSE, Customized Microsoft training
Minnesota State University, Moorhead 1990 — 1994
BS, Business Administration
The Life Of Now Podcast April 2014 - Present
Team Beachbody 2010 - Present
InterDyn BMI June 2000 - Present
American Express Financial Advisors May 1998 - June 2000
Ameriprise Financial Advisors September 1996 - May 1998
US Bank May 1996 - September 1996
Skills
Business Analysis, Managed Services, Strategy, SharePoint, Time Management, Networking, Microsoft Dynamics, Windows, Sales, Microsoft CRM, Technical Support, Information Technology, VMware, Microsoft SQL Server, Public Speaking, Business Intelligence, Process Improvement, Professional Services, Virtualization, Integration, Team Leadership, Management, Customer Service
Education
Dakota County Technical College 1999 — 1999
MCSE, Customized Microsoft training
Minnesota State University, Moorhead 1990 — 1994
BS, Business Administration
Angela Avent - White Angela Avent - White's American Express Financial Advisors Experience March 1999 - August 2002
Job Dance Instructor/Choreographer at Joyce Yates School of Dance
Industry Program Development
Experience
Joyce Yates School of Dance September 2011 - Present
Hilton Garden Inn January 2012 - July 2012
Yoga Bliss with Angie June 2010 - April 2012
Plymouth Tube Company July 2006 - October 2008
The Commercial Appeal August 2005 - April 2006
FedEx June 2003 - April 2005
American Express Financial Advisors March 1999 - August 2002
Skills
Organizational..., Marketing, Business Development, Marketing Strategy, Program Management, Employee Training, CRM, Process Improvement, Advertising, Time Management, Contract Negotiation, Proposal Writing, Product Management, Management, Event Management, Event Planning, Marketing Communications, Training, Coaching, Fundraising
Education
Mississippi State University - College of Business and Industry 1999 — 2001
MBA, Business Administration
Millsaps College 1994 — 1998
BBA, Business Administration & Accounting
Joyce Yates School of Dance September 2011 - Present
Hilton Garden Inn January 2012 - July 2012
Yoga Bliss with Angie June 2010 - April 2012
Plymouth Tube Company July 2006 - October 2008
The Commercial Appeal August 2005 - April 2006
FedEx June 2003 - April 2005
American Express Financial Advisors March 1999 - August 2002
Skills
Organizational..., Marketing, Business Development, Marketing Strategy, Program Management, Employee Training, CRM, Process Improvement, Advertising, Time Management, Contract Negotiation, Proposal Writing, Product Management, Management, Event Management, Event Planning, Marketing Communications, Training, Coaching, Fundraising
Education
Mississippi State University - College of Business and Industry 1999 — 2001
MBA, Business Administration
Millsaps College 1994 — 1998
BBA, Business Administration & Accounting
Brenda Cleary, PMP Brenda Cleary, PMP's American Express Financial Advisors Experience July 2004 - October 2006
Job Program Coordinator at Rust Consulting with ThreeBridge
Industry Financial Services
Experience
Rust Consulting January 2015 - Present
Target April 2011 - June 2014
Target October 2010 - April 2011
Thomson Reuters Legal July 2010 - September 2010
Keyot October 2009 - April 2010
Target Technology Services April 2008 - December 2009
Ameriprise Financial October 2006 - April 2008
American Express Financial Advisors July 2004 - October 2006
American Express Financial Advisors July 1997 - July 2004
American Express Financial Advisors April 1995 - July 1997
Skills
Business Process..., Program Management, Business Analysis, PMO, PMP, Strategy, Project Management, Business Transformation, Six Sigma, Integration, Strategic Planning, Project Planning, SharePoint, Management, Resource Management, Business Planning, Analysis, Leadership, Vendor Management, Process Improvement, Project Portfolio..., Training, Clarity, CRM, ERP, Financial Services, Consulting
Education
Michigan Technological University
Bachelor, Business
Rust Consulting January 2015 - Present
Target April 2011 - June 2014
Target October 2010 - April 2011
Thomson Reuters Legal July 2010 - September 2010
Keyot October 2009 - April 2010
Target Technology Services April 2008 - December 2009
Ameriprise Financial October 2006 - April 2008
American Express Financial Advisors July 2004 - October 2006
American Express Financial Advisors July 1997 - July 2004
American Express Financial Advisors April 1995 - July 1997
Skills
Business Process..., Program Management, Business Analysis, PMO, PMP, Strategy, Project Management, Business Transformation, Six Sigma, Integration, Strategic Planning, Project Planning, SharePoint, Management, Resource Management, Business Planning, Analysis, Leadership, Vendor Management, Process Improvement, Project Portfolio..., Training, Clarity, CRM, ERP, Financial Services, Consulting
Education
Michigan Technological University
Bachelor, Business
Tiffany Rymal Tiffany Rymal's American Express Financial Advisors Experience 1996 - 2002
Job Prepaid Business Development at Visa
Industry Financial Services
Experience
Visa March 2015 - Present
U.S. Bank November 2012 - March 2015
American Express 2002 - November 2012
American Express Financial Advisors 1996 - 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2002
Hilton Hotels 1993 - 1996
Skills
Sales, New Business Development, Negotiation, Relationship Management, Business Strategy, Business Development, Financial Services, Account Management, Sales Operations, Leadership, Strategic Partnerships, Strategy, Sales Process, Retirement Planning, Management, Sales Management
Education
Michigan State University 1988 — 1992
Communications, Speech
Henry Sibley High School 1984 — 1988
Visa March 2015 - Present
U.S. Bank November 2012 - March 2015
American Express 2002 - November 2012
American Express Financial Advisors 1996 - 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2002
Hilton Hotels 1993 - 1996
Skills
Sales, New Business Development, Negotiation, Relationship Management, Business Strategy, Business Development, Financial Services, Account Management, Sales Operations, Leadership, Strategic Partnerships, Strategy, Sales Process, Retirement Planning, Management, Sales Management
Education
Michigan State University 1988 — 1992
Communications, Speech
Henry Sibley High School 1984 — 1988
Lee Bush Lee Bush's American Express Financial Advisors Experience August 2002 - August 2004
Job Financial Services Professional
Industry Financial Services
Experience
University of Mississippi May 2013 - Present
BankPlus January 2007 - January 2010
Merrill Lynch 2004 - 2008
American Express Financial Advisors August 2002 - August 2004
Education
University of Mississippi 2010 — 2013
Doctor of Law (JD)
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance
University of Mississippi May 2013 - Present
BankPlus January 2007 - January 2010
Merrill Lynch 2004 - 2008
American Express Financial Advisors August 2002 - August 2004
Education
University of Mississippi 2010 — 2013
Doctor of Law (JD)
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance
George Speidel's American Express Financial Advisors Experience June 2002 - December 2003
Job
Industry Pharmaceuticals
Experience
Cardinal Health September 2014 - Present
Consumer Operations Management / Customer Service Management 2013 - Present
Cardinal Health March 2014 - September 2014
Abbott Nutrition December 2008 - April 2013
Abbott Nutrition October 2005 - December 2008
JPMorgan Chase December 2003 - May 2005
American Express Financial Advisors June 2002 - December 2003
MAXIMUS January 2000 - August 2001
MAXIMUS October 1998 - December 1999
Restaurant Management September 1988 - August 1998
Skills
Customer Service, Microsoft Excel, Team Building, Microsoft Word, Coaching, Leadership, Management, Finance, Banking, Strategic Financial..., Inventory Management, Operations Management, Team Leadership, P, Team Management, Cross-functional Team..., Customer Retention, Account Reconciliation, Account Management, Strategy, CRM, Product Launch, Sales Operations, Training, Sales, Analysis, Budgets, Sales Management, Recruiting, Forecasting, Process Improvement, Leadership Development, Supervisory Skills, Customer Satisfaction, Microsoft Office, Troubleshooting
Education
Murray State University 1983 — 1985
Bachelor of Science, Sociology
Kemper Military Junior College 1981 — 1983
Associate of Arts (A.A.), General Studies
Cardinal Health September 2014 - Present
Consumer Operations Management / Customer Service Management 2013 - Present
Cardinal Health March 2014 - September 2014
Abbott Nutrition December 2008 - April 2013
Abbott Nutrition October 2005 - December 2008
JPMorgan Chase December 2003 - May 2005
American Express Financial Advisors June 2002 - December 2003
MAXIMUS January 2000 - August 2001
MAXIMUS October 1998 - December 1999
Restaurant Management September 1988 - August 1998
Skills
Customer Service, Microsoft Excel, Team Building, Microsoft Word, Coaching, Leadership, Management, Finance, Banking, Strategic Financial..., Inventory Management, Operations Management, Team Leadership, P, Team Management, Cross-functional Team..., Customer Retention, Account Reconciliation, Account Management, Strategy, CRM, Product Launch, Sales Operations, Training, Sales, Analysis, Budgets, Sales Management, Recruiting, Forecasting, Process Improvement, Leadership Development, Supervisory Skills, Customer Satisfaction, Microsoft Office, Troubleshooting
Education
Murray State University 1983 — 1985
Bachelor of Science, Sociology
Kemper Military Junior College 1981 — 1983
Associate of Arts (A.A.), General Studies
Amelia Jacobson's American Express Financial Advisors Experience June 1996 - August 2002
Job Project Manager at Imagewerks Marketing
Industry Professional Training & Coaching
Experience
Imagewerks Marketing April 2014 - Present
Brave New Workshop Comedy Theater August 2012 - March 2014
Ainsley Shea April 2011 - July 2012
Thomson Reuters June 2005 - January 2011
Cenveo August 2002 - May 2005
St. Paul Pioneer Press January 2004 - January 2005
American Express Financial Advisors June 1996 - August 2002
West Publishing Corporation May 1991 - June 1996
Schmitt & Sloan Advertising 1989 - 1991
Skills
Graphic Design, Direct Mail, Art Direction, Social Media, QuarkXPress, Adobe Creative Suite, Creative Direction, Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing, Project Management
Education
Minneapolis College of Art and Design 1984 — 1988
BFA, Visual Communications
Derham Hall High School 1980 — 1984
H.S. Diploma, Preparatory School
St. Rose of Lima Grade School
Imagewerks Marketing April 2014 - Present
Brave New Workshop Comedy Theater August 2012 - March 2014
Ainsley Shea April 2011 - July 2012
Thomson Reuters June 2005 - January 2011
Cenveo August 2002 - May 2005
St. Paul Pioneer Press January 2004 - January 2005
American Express Financial Advisors June 1996 - August 2002
West Publishing Corporation May 1991 - June 1996
Schmitt & Sloan Advertising 1989 - 1991
Skills
Graphic Design, Direct Mail, Art Direction, Social Media, QuarkXPress, Adobe Creative Suite, Creative Direction, Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing, Project Management
Education
Minneapolis College of Art and Design 1984 — 1988
BFA, Visual Communications
Derham Hall High School 1980 — 1984
H.S. Diploma, Preparatory School
St. Rose of Lima Grade School
Smokey Vaught Smokey Vaught's American Express Financial Advisors Experience January 1990 - October 1999
Job President/CEO at Vaught Capital Management, Inc.
Industry Financial Services
Experience
Vaught Capital Management, Inc. 1999 - Present
American Express Financial Advisors January 1990 - October 1999
Skills
Fee based portfolio..., Series 7, Series 24, Series 65, Budgets, Leadership, Wealth Management, Customer Service, Investments, Social Networking, Strategic Planning, Management, Financial Analysis, Sales Management, Leadership Development
Education
The University of Tennessee Health Science Center 1973 — 1974
Master of Social Work (MSSW)
Millsaps College 1971 — 1973
Bachelor of Arts (BA), Sociology, English Literature
Vaught Capital Management, Inc. 1999 - Present
American Express Financial Advisors January 1990 - October 1999
Skills
Fee based portfolio..., Series 7, Series 24, Series 65, Budgets, Leadership, Wealth Management, Customer Service, Investments, Social Networking, Strategic Planning, Management, Financial Analysis, Sales Management, Leadership Development
Education
The University of Tennessee Health Science Center 1973 — 1974
Master of Social Work (MSSW)
Millsaps College 1971 — 1973
Bachelor of Arts (BA), Sociology, English Literature
Robert Fourman, CFP®, EA Robert Fourman, CFP®, EA's American Express Financial Advisors Experience September 1996 - June 1997
Job Sales and Marketing Manager for Sawhney Systems financial planning software
Industry Financial Services
Experience
ExecPlan by Sawhney Systems Inc July 1997 - Present
Gregory Advisors January 2000 - April 2013
American Express Financial Advisors September 1996 - June 1997
The Computer Training Center January 1993 - January 1994
Skills
CFP Certified..., Estate Planning, Investments, Financial Advisory, Retirement, Financial Planners, Budgets, Strategy, Finance, Sales, Access, Leadership, Tax, Analysis, Lead Generation, Valuation, Financial Services, Insurance, Marketing, Series 7
Education
The American College 2004 — 2005
CFP program, Finance
New Jersey Institute of Technology 1981 — 1985
BS, Industrial administration
ExecPlan by Sawhney Systems Inc July 1997 - Present
Gregory Advisors January 2000 - April 2013
American Express Financial Advisors September 1996 - June 1997
The Computer Training Center January 1993 - January 1994
Skills
CFP Certified..., Estate Planning, Investments, Financial Advisory, Retirement, Financial Planners, Budgets, Strategy, Finance, Sales, Access, Leadership, Tax, Analysis, Lead Generation, Valuation, Financial Services, Insurance, Marketing, Series 7
Education
The American College 2004 — 2005
CFP program, Finance
New Jersey Institute of Technology 1981 — 1985
BS, Industrial administration
Ken Rosen's American Express Financial Advisors Experience 2001 - 2005
Job Experienced Professional Seeking AML, BSA, Program Management and Project Management Positions
Industry Financial Services
Experience
Blue Cross and Blue Shield of Minnesota February 2014 - February 2015
Moore Creative Talent, Inc. October 1995 - 2015
Hollstadt & Associates April 2013 - February 2014
TCF Bank July 2012 - April 2013
Theater Latté Da September 2012 - November 2012
Wells Fargo May 2011 - January 2012
Thrivent Financial for Lutherans August 2007 - December 2010
Ameriprise Financial Services, Inc. December 2005 - July 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1997 - 2001
Skills
Financial Regulation, Bank Secrecy Act, Risk Management, Banking, Securities, AML, Operational Risk..., Leadership, Business Process..., Technology Integration, Project Management, Software Project..., Business Process..., Vendor Relationships, Cross-functional Team..., Thought Leadership, Public Speaking, Communication Skills, Procedure Development, Policy Writing, Risk Assessment, Program Management, Finance, Financial Services, Fraud, KYC, Management, OFAC, Operational Risk, Regulations, USA PATRIOT Act, Governance, Internal Audit, Process Improvement, Training, Enterprise Risk..., Policy, Anti Money Laundering
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (B.S.), Acting/Directing, Magna Cum Laude
Blue Cross and Blue Shield of Minnesota February 2014 - February 2015
Moore Creative Talent, Inc. October 1995 - 2015
Hollstadt & Associates April 2013 - February 2014
TCF Bank July 2012 - April 2013
Theater Latté Da September 2012 - November 2012
Wells Fargo May 2011 - January 2012
Thrivent Financial for Lutherans August 2007 - December 2010
Ameriprise Financial Services, Inc. December 2005 - July 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1997 - 2001
Skills
Financial Regulation, Bank Secrecy Act, Risk Management, Banking, Securities, AML, Operational Risk..., Leadership, Business Process..., Technology Integration, Project Management, Software Project..., Business Process..., Vendor Relationships, Cross-functional Team..., Thought Leadership, Public Speaking, Communication Skills, Procedure Development, Policy Writing, Risk Assessment, Program Management, Finance, Financial Services, Fraud, KYC, Management, OFAC, Operational Risk, Regulations, USA PATRIOT Act, Governance, Internal Audit, Process Improvement, Training, Enterprise Risk..., Policy, Anti Money Laundering
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (B.S.), Acting/Directing, Magna Cum Laude
Matt Downing's American Express Financial Advisors Experience May 2000 - April 2001
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services March 2007 - Present
Guardian April 2001 - March 2007
American Express Financial Advisors May 2000 - April 2001
Sodexo May 1998 - August 1999
Skills
Annuities, Retirement Planning, Financial Planning, Retirement, Series 7, Insurance, Investments, Public Speaking, IRA's, Fixed Annuities, Asset Allocation, IRAs, Wealth Management, Financial Services, Wealth, Variable Annuities, 401k, Life Insurance, Term Life Insurance, 401k Rollovers, Relationship Management, Portfolio Management, Financial Advisory, Financial Planners, Strategic Financial..., Series 63, Wealth Management..., Series 6, Uniform Combined State..., FINRA, Securities, Series 65, Alternative Investments, Investment Advisory, Finance, Pensions, Whole Life, Defined Benefit
Education
Moravian College 1994 — 1998
BA, Business Management
Ohio National Financial Services March 2007 - Present
Guardian April 2001 - March 2007
American Express Financial Advisors May 2000 - April 2001
Sodexo May 1998 - August 1999
Skills
Annuities, Retirement Planning, Financial Planning, Retirement, Series 7, Insurance, Investments, Public Speaking, IRA's, Fixed Annuities, Asset Allocation, IRAs, Wealth Management, Financial Services, Wealth, Variable Annuities, 401k, Life Insurance, Term Life Insurance, 401k Rollovers, Relationship Management, Portfolio Management, Financial Advisory, Financial Planners, Strategic Financial..., Series 63, Wealth Management..., Series 6, Uniform Combined State..., FINRA, Securities, Series 65, Alternative Investments, Investment Advisory, Finance, Pensions, Whole Life, Defined Benefit
Education
Moravian College 1994 — 1998
BA, Business Management
C.J. Radune C.J. Radune's American Express Financial Advisors Experience 2000 - 2001
Job at Key Bank
Industry Banking
Experience
Key Bank August 2010 - Present
RotoWire.com 2008 - Present
KeyBank February 2007 - August 2010
KeyBank February 2005 - March 2007
American Express Financial Advisors 2000 - 2001
Skills
Strategy, Finance, Management, Analysis, Risk Management, Financial Analysis, Banking, Leadership, Performance Management, Portfolio Management, Budgets, Strategic Financial..., Corporate Finance, Loans, Strategic Planning, Sales, Financial Modeling, Coaching, Essbase, Data Analysis, Retail Banking, Decision Support, Core Banking, Cognos, Cash Management, Internal Audit, Financial Planning, Writing, CCAR, Mortgage Banking
Education
New York Institute of Technology 2004 — 2006
MBA, Strategy & Economics
New York University 1997 — 1999
BA, Economics
North Ridgeville High School
Key Bank August 2010 - Present
RotoWire.com 2008 - Present
KeyBank February 2007 - August 2010
KeyBank February 2005 - March 2007
American Express Financial Advisors 2000 - 2001
Skills
Strategy, Finance, Management, Analysis, Risk Management, Financial Analysis, Banking, Leadership, Performance Management, Portfolio Management, Budgets, Strategic Financial..., Corporate Finance, Loans, Strategic Planning, Sales, Financial Modeling, Coaching, Essbase, Data Analysis, Retail Banking, Decision Support, Core Banking, Cognos, Cash Management, Internal Audit, Financial Planning, Writing, CCAR, Mortgage Banking
Education
New York Institute of Technology 2004 — 2006
MBA, Strategy & Economics
New York University 1997 — 1999
BA, Economics
North Ridgeville High School
Robert Tucker CFP® Robert Tucker CFP®'s American Express Financial Advisors Experience June 1997 - September 1998
Job Investment Advisor Representative at Sycamore Financial Advisors
Industry Investment Management
Experience
Sycamore Financial Advisors November 2004 - Present
Raymond James Financial Services January 1999 - November 2002
American Express Financial Advisors June 1997 - September 1998
Skills
Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Analysis, Valuation, Estate Planning, Risk Management, Retirement Planning, Pensions, Strategic Financial..., Personal Retirement..., Small Business..., Corporate Retirement..., Retirement, Investments, Long Term Care Insurance, Asset Allocation, Alternative Investments, Investment Advisory, IRAs, Finance, 401k Rollovers, Investment Strategies, Disability Insurance, Financial Advisory, 529 Plans, 401k, Roth IRA, Wealth Management..., College Savings Plans, ETFs, Retirement Plan..., Wealth Management, Simple IRA, Personal Financial..., Securities, SEP IRA, Separately Managed..., Investment Management, Qualified Retirement..., Personal Finance, Certified Financial..., Financial Planning
Education
Middle Tennessee State University 1972 — 1977
Bachelor of Business Administration (B.B.A.), Finance, English
Old Hickory Academy 1970 — 1972
Sycamore Financial Advisors November 2004 - Present
Raymond James Financial Services January 1999 - November 2002
American Express Financial Advisors June 1997 - September 1998
Skills
Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Analysis, Valuation, Estate Planning, Risk Management, Retirement Planning, Pensions, Strategic Financial..., Personal Retirement..., Small Business..., Corporate Retirement..., Retirement, Investments, Long Term Care Insurance, Asset Allocation, Alternative Investments, Investment Advisory, IRAs, Finance, 401k Rollovers, Investment Strategies, Disability Insurance, Financial Advisory, 529 Plans, 401k, Roth IRA, Wealth Management..., College Savings Plans, ETFs, Retirement Plan..., Wealth Management, Simple IRA, Personal Financial..., Securities, SEP IRA, Separately Managed..., Investment Management, Qualified Retirement..., Personal Finance, Certified Financial..., Financial Planning
Education
Middle Tennessee State University 1972 — 1977
Bachelor of Business Administration (B.B.A.), Finance, English
Old Hickory Academy 1970 — 1972
Paul Reinke Paul Reinke's American Express Financial Advisors Experience 1987 - 1996
Job President at Silver Oak Development, Inc.
Industry Real Estate
Experience
Silver Oak Development, Inc. March 2013 - Present
City of Oakdale January 2004 - Present
Haugland Company August 1996 - March 2013
American Express Financial Advisors 1987 - 1996
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Leases, Management, Property Management, Retail, Contract Negotiation, Lease Negotiations, Commercial Real Estate, Location Intelligence, Entitlements, Shopping Centers, Investment Properties, Negotiation
Education
Minnesota State University, Mankato
Bachelor of Science, Business Administration - Construction Management
Silver Oak Development, Inc. March 2013 - Present
City of Oakdale January 2004 - Present
Haugland Company August 1996 - March 2013
American Express Financial Advisors 1987 - 1996
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Leases, Management, Property Management, Retail, Contract Negotiation, Lease Negotiations, Commercial Real Estate, Location Intelligence, Entitlements, Shopping Centers, Investment Properties, Negotiation
Education
Minnesota State University, Mankato
Bachelor of Science, Business Administration - Construction Management
Sean Adams, CPA Sean Adams, CPA's American Express Financial Advisors Experience 1993 - 1997
Job Managing Member at Benchmark Advisors, LLC
Industry Accounting
Experience
Benchmark Advisors, LLC May 2014 - Present
Lone Star Circle of Care March 2010 - May 2014
BKD, LLP January 2005 - March 2010
All-Points Brokerage, Inc. 1997 - 2005
American Express Financial Advisors 1993 - 1997
Skills
Financial Reporting, GAAP, Auditing, Healthcare, Non-profits, CPA, Revenue Cycle, Nonprofits, Budgets, Accounting, Financial Accounting, Financial Analysis, General Ledger, QuickBooks, Internal Audit, Internal Controls
Education
Missouri State University 2002 — 2004
BS, Accounting
Missouri State University 1988 — 1992
BS, Finance
Benchmark Advisors, LLC May 2014 - Present
Lone Star Circle of Care March 2010 - May 2014
BKD, LLP January 2005 - March 2010
All-Points Brokerage, Inc. 1997 - 2005
American Express Financial Advisors 1993 - 1997
Skills
Financial Reporting, GAAP, Auditing, Healthcare, Non-profits, CPA, Revenue Cycle, Nonprofits, Budgets, Accounting, Financial Accounting, Financial Analysis, General Ledger, QuickBooks, Internal Audit, Internal Controls
Education
Missouri State University 2002 — 2004
BS, Accounting
Missouri State University 1988 — 1992
BS, Finance
Chris Arnott Chris Arnott's American Express Financial Advisors Experience September 1990 - July 1996
Job Agency Owner
Industry Insurance
Experience
Self-employed July 2010 - Present
PNC July 2008 - June 2010
Appraisal Services July 2002 - June 2007
Pension Solutions August 1996 - June 2002
American Express Financial Advisors September 1990 - July 1996
Skills
Property & Casualty..., Term Life Insurance, Team Leadership, Health Insurance, Insurance, Life Insurance, Commercial Insurance, Umbrella Insurance, Liability, General Insurance, Business Strategy, Casualty, Fixed Annuities, Customer Service, Investments, Sales, Underwriting, Retirement Planning
Education
Mount Vernon Nazarene University 1984 — 1987
Bachelor's Degree
West Virginia University 1983 — 1984
Self-employed July 2010 - Present
PNC July 2008 - June 2010
Appraisal Services July 2002 - June 2007
Pension Solutions August 1996 - June 2002
American Express Financial Advisors September 1990 - July 1996
Skills
Property & Casualty..., Term Life Insurance, Team Leadership, Health Insurance, Insurance, Life Insurance, Commercial Insurance, Umbrella Insurance, Liability, General Insurance, Business Strategy, Casualty, Fixed Annuities, Customer Service, Investments, Sales, Underwriting, Retirement Planning
Education
Mount Vernon Nazarene University 1984 — 1987
Bachelor's Degree
West Virginia University 1983 — 1984
Eric Hardman Eric Hardman's American Express Financial Advisors Experience May 1998 - May 1999
Job Technology Support Specialist at Fairfax County Public Schools
Industry Information Technology and Services
Experience
Fairfax County Public Schools August 2014 - Present
Fairfax County Public Schools August 2005 - July 2014
Fairfax County Public Schools August 2002 - June 2005
American Express Financial Advisors May 1998 - May 1999
Skills
Classroom, Staff Development, Teacher Training, Curriculum Design, Technology Integration, Literacy, Teaching, Educational Technology, Curriculum Development, E-Learning, Instructional Technology, Public Speaking
Education
Niagara University 2000 — 2001
Masters, Education
Niagara University 1994 — 1998
Bachelor of Science, Business with a concentration in Economics
Grand Island High School 1990 — 1994
Fairfax County Public Schools August 2014 - Present
Fairfax County Public Schools August 2005 - July 2014
Fairfax County Public Schools August 2002 - June 2005
American Express Financial Advisors May 1998 - May 1999
Skills
Classroom, Staff Development, Teacher Training, Curriculum Design, Technology Integration, Literacy, Teaching, Educational Technology, Curriculum Development, E-Learning, Instructional Technology, Public Speaking
Education
Niagara University 2000 — 2001
Masters, Education
Niagara University 1994 — 1998
Bachelor of Science, Business with a concentration in Economics
Grand Island High School 1990 — 1994
Kurt Kearin's American Express Financial Advisors Experience July 2002 - March 2004
Job Capital Markets Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - June 2012
MetLife May 2004 - August 2011
American Express Financial Advisors July 2002 - March 2004
American Express Financial Advisors July 1999 - June 2002
Prudential Insurance March 1997 - June 1999
Skills
Investments, Series 7, Morningstar, Asset Management, Technical Analysis, Customer Service, Trading, Mutual Funds, Research, Asset Allocation, Investment Strategies, Series 65, Portfolio Management, Securities, Economics, Managed Accounts, Wealth Management, Retirement Income..., Alternative Investments, Fixed Income, Financial Analysis, ETFs, Margin, Structured Products, Syndicate, Action Selling, Options Strategies, Closed-end Funds, Bond Markets, Options, FINRA
Education
Minnesota State University, Mankato 1992 — 1997
Bachelor or Science, Business Administration, Major: Corporate Finance, Minors: Accounting & Economics
Jordan High School 1989 — 1992
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial Services, Inc. November 2011 - June 2012
MetLife May 2004 - August 2011
American Express Financial Advisors July 2002 - March 2004
American Express Financial Advisors July 1999 - June 2002
Prudential Insurance March 1997 - June 1999
Skills
Investments, Series 7, Morningstar, Asset Management, Technical Analysis, Customer Service, Trading, Mutual Funds, Research, Asset Allocation, Investment Strategies, Series 65, Portfolio Management, Securities, Economics, Managed Accounts, Wealth Management, Retirement Income..., Alternative Investments, Fixed Income, Financial Analysis, ETFs, Margin, Structured Products, Syndicate, Action Selling, Options Strategies, Closed-end Funds, Bond Markets, Options, FINRA
Education
Minnesota State University, Mankato 1992 — 1997
Bachelor or Science, Business Administration, Major: Corporate Finance, Minors: Accounting & Economics
Jordan High School 1989 — 1992
Gary Guglielmello CFP®, MBA Gary Guglielmello CFP®, MBA's American Express Financial Advisors Experience 1988 - 1998
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Executive Vice President - Product DevelopmentForefield Inc.1998 - 2001
American Express Financial Advisors 1988 - 1998
Education
Nichols College 1975 — 1979
BSBA & MBA, Accounting and Finance
Ameriprise Financial Executive Vice President - Product DevelopmentForefield Inc.1998 - 2001
American Express Financial Advisors 1988 - 1998
Education
Nichols College 1975 — 1979
BSBA & MBA, Accounting and Finance
Samantha Snow, PMP Samantha Snow, PMP's American Express Financial Advisors Experience June 2001 - November 2001
Job Project Management Analyst at TASC, Inc.
Industry Defense & Space
Experience
TASC, Inc. March 2012 - Present
CfMRF October 2011 - February 2012
C2Kinetics May 2008 - October 2011
KSC Industries June 2004 - September 2007
TriLink BioTechnologies January 2003 - May 2004
American Express Financial Advisors June 2001 - November 2001
US Navy Reserve January 1999 - May 2000
US Navy August 1993 - December 1996
Skills
Event Management, Budgeting, Procurement, Planning, Microsoft Office, Budgets, Program Management, Project Planning, Team Leadership, Military, Government, Analysis, Management, Military Operations, DoD, Security Clearance, Air Force, Command, Human Resources, Integration, Intelligence, Leadership, Logistics, Project Management, Navy, Training, National Security, PMP
Education
University of California, San Diego 1999 — 2001
BA, Political Science
Mt. San Jacinto Community College District 1997 — 1998
Associates Degree, Social Sciences
TASC, Inc. March 2012 - Present
CfMRF October 2011 - February 2012
C2Kinetics May 2008 - October 2011
KSC Industries June 2004 - September 2007
TriLink BioTechnologies January 2003 - May 2004
American Express Financial Advisors June 2001 - November 2001
US Navy Reserve January 1999 - May 2000
US Navy August 1993 - December 1996
Skills
Event Management, Budgeting, Procurement, Planning, Microsoft Office, Budgets, Program Management, Project Planning, Team Leadership, Military, Government, Analysis, Management, Military Operations, DoD, Security Clearance, Air Force, Command, Human Resources, Integration, Intelligence, Leadership, Logistics, Project Management, Navy, Training, National Security, PMP
Education
University of California, San Diego 1999 — 2001
BA, Political Science
Mt. San Jacinto Community College District 1997 — 1998
Associates Degree, Social Sciences
Roselyn Wright's American Express Financial Advisors Experience 2000 - 2000
Job Human Resources Generalist, Training and Engagement at University of Saint Joseph
Industry Human Resources
Experience
University of Saint Joseph May 2015 - Present
UConn School of Medicine June 2012 - October 2014
UCONN HEALTH April 2005 - June 2012
UCONN HEALTH April 2004 - April 2005
Peoples Health Network February 2001 - October 2003
Brooke Staffing Companies, Inc. June 2000 - February 2001
American Express Financial Advisors 2000 - 2000
Skills
Employee Learning &..., Human Resources, Training, Project Management, Workshop Facilitation, Curriculum Development, Adult Learning..., Management, Adult Learning Theory, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Team Development, diversity and equity, Conflict Resolution, Post-conflict..., Public Speaking, Program Development, Organizational..., Community Outreach, Leadership Development, Nonprofits
Education
University of Phoenix 2001 — 2002
Master of Arts (M.A.), Organizational Management
Mount Holyoke College 1995 — 1999
Bachelor of Arts (B.A.), Urban Education
University of Saint Joseph May 2015 - Present
UConn School of Medicine June 2012 - October 2014
UCONN HEALTH April 2005 - June 2012
UCONN HEALTH April 2004 - April 2005
Peoples Health Network February 2001 - October 2003
Brooke Staffing Companies, Inc. June 2000 - February 2001
American Express Financial Advisors 2000 - 2000
Skills
Employee Learning &..., Human Resources, Training, Project Management, Workshop Facilitation, Curriculum Development, Adult Learning..., Management, Adult Learning Theory, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Team Development, diversity and equity, Conflict Resolution, Post-conflict..., Public Speaking, Program Development, Organizational..., Community Outreach, Leadership Development, Nonprofits
Education
University of Phoenix 2001 — 2002
Master of Arts (M.A.), Organizational Management
Mount Holyoke College 1995 — 1999
Bachelor of Arts (B.A.), Urban Education
Juan I. Caneo's American Express Financial Advisors Experience September 2003 - September 2004
Job Enterprise Solutions Sales Strategic Accounts at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
Bloomberg LP March 2014 - April 2015
Bloomberg LP April 2012 - February 2014
Bloomberg LP January 2009 - April 2012
Bloomberg LP July 2006 - December 2008
Global Financial Services Institute at William Paterson University September 2004 - May 2006
American Express Financial Advisors September 2003 - September 2004
Skills
Fixed Income, Credit, Bonds, Leveraged Finance, Research, Microsoft Office, SQL, Bloomberg Data License, Project Management, CRM, Spanish, Microsoft Excel, Data Analysis, Economics, Leadership, Bloomberg Terminal, Market Data, Loan Origination, Syndicated Data Analysis, Excel, APIs, Database Administration, Data Quality Control, Data Manipulation, Strengthening Client..., Investments, Finance, Bloomberg
Education
New York University 2013 — 2014
Certification - Project Management
William Paterson University of New Jersey 2001 — 2006
BS, Business Administration, Finance, Management & Minor in Economics
Bloomberg LP May 2015 - Present
Bloomberg LP March 2014 - April 2015
Bloomberg LP April 2012 - February 2014
Bloomberg LP January 2009 - April 2012
Bloomberg LP July 2006 - December 2008
Global Financial Services Institute at William Paterson University September 2004 - May 2006
American Express Financial Advisors September 2003 - September 2004
Skills
Fixed Income, Credit, Bonds, Leveraged Finance, Research, Microsoft Office, SQL, Bloomberg Data License, Project Management, CRM, Spanish, Microsoft Excel, Data Analysis, Economics, Leadership, Bloomberg Terminal, Market Data, Loan Origination, Syndicated Data Analysis, Excel, APIs, Database Administration, Data Quality Control, Data Manipulation, Strengthening Client..., Investments, Finance, Bloomberg
Education
New York University 2013 — 2014
Certification - Project Management
William Paterson University of New Jersey 2001 — 2006
BS, Business Administration, Finance, Management & Minor in Economics
Darcee Sobraske Darcee Sobraske's American Express Financial Advisors Experience 2004 - 2007
Job Virtual Event Manager for eSkillz.. Specializing in IT live support and virtual production.
Industry E-Learning
Experience
Cricket Wireless 2013 - 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1996 - 2002
Skills
Process Improvement, Strategic Planning, Instructional Design, Training Delivery, Virtual Distance..., Corporate Events, Program Management, Technology..., Team Leadership, Logistics, Cross-functional Team..., Virtual Teams, Organizational Design, WebEx, Network Administration, E-Learning, Solution Implementation, Training, Strategy, Leadership, Employee Training, Coaching, Webinars, Event Management, Blended Learning, Leadership Development, Management, Software Documentation, Staff Development
Education
Minnesota State University, Mankato
BFA, Creative Arts
St. Thomas University, Minnesota
Project Management Mini Masters Certificate
InSync Training, LLC
Certified Synchronous Learning Expert/Design & Facilitation, Distance Learning Education
Bob Pike Creative Training Techniques
Presenter Skills, Design, Facilitation
VA Classroom Online Course
Social Media Marketing Certificate
VA Classroom Online Course
Teleseminar Specialist Certificate
Webinar Mastery Bootcamp
Certificate, Michelle Schoen, Virtual Event Management
Cricket Wireless 2013 - 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. 2009 - August 2011
Ameriprise Financial Services, Inc. 2007 - 2009
American Express Financial Advisors 2004 - 2007
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1996 - 2002
Skills
Process Improvement, Strategic Planning, Instructional Design, Training Delivery, Virtual Distance..., Corporate Events, Program Management, Technology..., Team Leadership, Logistics, Cross-functional Team..., Virtual Teams, Organizational Design, WebEx, Network Administration, E-Learning, Solution Implementation, Training, Strategy, Leadership, Employee Training, Coaching, Webinars, Event Management, Blended Learning, Leadership Development, Management, Software Documentation, Staff Development
Education
Minnesota State University, Mankato
BFA, Creative Arts
St. Thomas University, Minnesota
Project Management Mini Masters Certificate
InSync Training, LLC
Certified Synchronous Learning Expert/Design & Facilitation, Distance Learning Education
Bob Pike Creative Training Techniques
Presenter Skills, Design, Facilitation
VA Classroom Online Course
Social Media Marketing Certificate
VA Classroom Online Course
Teleseminar Specialist Certificate
Webinar Mastery Bootcamp
Certificate, Michelle Schoen, Virtual Event Management
Gillian Hopkins's American Express Financial Advisors Experience November 1999 - December 2002
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
Angela Albert Angela Albert's American Express Financial Advisors Experience January 1999 - January 2002
Job Business Systems Analyst II Strategic Initiatives & Quality Control at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts April 2014 - Present
Express Scripts January 2012 - April 2014
Elite Remodeling, Inc January 2002 - January 2012
American Express Financial Advisors January 1999 - January 2002
Select Comfort January 1997 - January 1999
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Cross-functional Team..., Analysis, Software Documentation, CRM, Access
Education
Metropolitan State University, College of Management
BS (In Progress), Business Administration
Normandale Community College
AS, Business; Marketing and Management
Express Scripts April 2014 - Present
Express Scripts January 2012 - April 2014
Elite Remodeling, Inc January 2002 - January 2012
American Express Financial Advisors January 1999 - January 2002
Select Comfort January 1997 - January 1999
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Cross-functional Team..., Analysis, Software Documentation, CRM, Access
Education
Metropolitan State University, College of Management
BS (In Progress), Business Administration
Normandale Community College
AS, Business; Marketing and Management
Joni Anderson Joni Anderson's American Express Financial Advisors Experience March 1990 - June 2006
Job Learning & Development | Talent Management | Project Management | Leadership Development
Industry Human Resources
Experience
Toastmasters 1990 - Present
Ameriprise Financial June 2006 - May 2014
American Express Financial Advisors March 1990 - June 2006
Skills
Financial Services, Vendor Management, Regulations, Strategy, Management, Program Management, Team Leadership, PeopleSoft, Leadership, Performance Management, Project Management, Budgets, Storyboarding, Training, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Toastmasters, Quick Witted, Public Speaking
Education
Normandale Community College
University of Saint Thomas
Training
Toastmasters 1990 - Present
Ameriprise Financial June 2006 - May 2014
American Express Financial Advisors March 1990 - June 2006
Skills
Financial Services, Vendor Management, Regulations, Strategy, Management, Program Management, Team Leadership, PeopleSoft, Leadership, Performance Management, Project Management, Budgets, Storyboarding, Training, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Toastmasters, Quick Witted, Public Speaking
Education
Normandale Community College
University of Saint Thomas
Training
Alexander Valoczki Alexander Valoczki's American Express Financial Advisors Experience October 2002 - November 2003
Job
Industry E-Learning
Experience
Multiple Clients / Freelance Self Employment November 2010 - Present
UnitedHealth Group September 2011 - December 2011
Data Recognition Corporation May 2010 - October 2010
Future World Media, LLC February 2009 - April 2010
BI Worldwide May 2004 - February 2009
American Express Financial Advisors October 2002 - November 2003
MayoClinic.com May 2002 - August 2002
Excellis, Inc. May 2000 - January 2002
Gyro Creative Group October 1999 - May 2000
Michigan State University January 1999 - October 1999
Skills
Dreamweaver, User Interface Design, Flash, Captivate, Multimedia, Microsoft Office, ActionScript, User Experience, Photoshop, Graphic Design, XML, Instructional Design, Adobe Creative Suite, HTML, Needs Analysis, Information Architecture, Web Design, SEO, Wordpress, CSS, JavaScript, Illustrator, Technical Writing, Web Development, User Interface, Problem Solving, Web Project Management, Video Production, Interaction Design, CMS, E-learning, Content Management, Articulate, HTML5, Creative Writing, Creative Direction, Creative Development, Solutions Development, Sound Editing, Video Editing, Concept Design, Web Content Production, Organizational Learning, LMS, Articulate Suite, Articulate Engage, Storyboarding, Desire2Learn, Learning Management..., Content Development
Education
Michigan State University 1992 — 1997
Bachelor of Science, Anthropology
Multiple Clients / Freelance Self Employment November 2010 - Present
UnitedHealth Group September 2011 - December 2011
Data Recognition Corporation May 2010 - October 2010
Future World Media, LLC February 2009 - April 2010
BI Worldwide May 2004 - February 2009
American Express Financial Advisors October 2002 - November 2003
MayoClinic.com May 2002 - August 2002
Excellis, Inc. May 2000 - January 2002
Gyro Creative Group October 1999 - May 2000
Michigan State University January 1999 - October 1999
Skills
Dreamweaver, User Interface Design, Flash, Captivate, Multimedia, Microsoft Office, ActionScript, User Experience, Photoshop, Graphic Design, XML, Instructional Design, Adobe Creative Suite, HTML, Needs Analysis, Information Architecture, Web Design, SEO, Wordpress, CSS, JavaScript, Illustrator, Technical Writing, Web Development, User Interface, Problem Solving, Web Project Management, Video Production, Interaction Design, CMS, E-learning, Content Management, Articulate, HTML5, Creative Writing, Creative Direction, Creative Development, Solutions Development, Sound Editing, Video Editing, Concept Design, Web Content Production, Organizational Learning, LMS, Articulate Suite, Articulate Engage, Storyboarding, Desire2Learn, Learning Management..., Content Development
Education
Michigan State University 1992 — 1997
Bachelor of Science, Anthropology
Melvin Dove's American Express Financial Advisors Experience September 2003 - March 2004
Job Operations Associate at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Chao Mui, CFA Chao Mui, CFA's American Express Financial Advisors Experience December 2002 - July 2004
Job Investment Banker
Industry Investment Banking
Experience
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
Macquarie Group November 2013 - Present
Life Insurance Company December 2011 - November 2013
Bank of America Merrill Lynch June 2005 - December 2011
American Express Financial Advisors December 2002 - July 2004
Morgan Stanley August 2001 - November 2002
Cap Gemini Ernst & Young August 2000 - May 2001
Deloitte Consulting June 1999 - August 1999
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Development, Risk Management, Finance, Financial Services, Restructuring, Asset Management, Capital Markets, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BSB
Normandale Community College 1995 — 1997
Sriram Bommaraju Sriram Bommaraju's American Express Financial Advisors Experience June 1999 - April 2004
Job Asst. Vice President, Technology at LPL Financial
Industry Information Technology and Services
Experience
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
LPL Financial October 2013 - Present
JPMorgan Chase October 2010 - October 2013
Ameriprise Financial Services, Inc. October 2007 - October 2010
Ameriprise Financial 2005 - October 2007
American Express Financial Advisors June 1999 - April 2004
Skills
Program Management, Requirements Analysis, SDLC, Software Project..., Global Delivery, IT Strategy, Solution Architecture, Relationship Management, Business Analysis, Project Delivery, Project Governance, Resource Management, Scaled Agile Framework...
Education
Nagpur University 1996 — 1999
Bachelor of Engineering, Mechanical Engineering
Govt High School, Kothapeta
Susan Isaacson, CPA/PFS, JD, LLM, CFP®'s American Express Financial Advisors Experience 1984 - 1985
Job Personal Wealth Partners, A Registered Investment Advisor
Industry Financial Services
Experience
Personal Wealth Partners June 2012 - Present
Analytical Bio-Chemistry Laboratories January 2003 - Present
The Johnston Group September 2004 - May 2012
Deloitte September 1996 - September 2002
Resource Bank July 1988 - December 1990
Main Hurdman/Peat Marwick August 1986 - July 1988
American Express Financial Advisors 1984 - 1985
Skills
Income Tax, Tax, Retirement, Strategic Financial..., International Tax, Estate Planning, Executive Pay, Tax Law, Estate Tax Planning, Personal Finance, High Net Worth..., Financial Planners, Investment Management, Social Security Planning, Financial Advisory, Trusts, Finance, Securities, Financial Analysis, Financial Services, Investments, Wealth Management, Accounting, Mergers & Acquisitions
Education
William Mitchell College of Law 1986 — 1988
LLM, Tax Law
University of Minnesota Law School 1980 — 1983
JD, Law
University of Missouri-Columbia 1977 — 1980
BSBA, Accounting
Personal Wealth Partners June 2012 - Present
Analytical Bio-Chemistry Laboratories January 2003 - Present
The Johnston Group September 2004 - May 2012
Deloitte September 1996 - September 2002
Resource Bank July 1988 - December 1990
Main Hurdman/Peat Marwick August 1986 - July 1988
American Express Financial Advisors 1984 - 1985
Skills
Income Tax, Tax, Retirement, Strategic Financial..., International Tax, Estate Planning, Executive Pay, Tax Law, Estate Tax Planning, Personal Finance, High Net Worth..., Financial Planners, Investment Management, Social Security Planning, Financial Advisory, Trusts, Finance, Securities, Financial Analysis, Financial Services, Investments, Wealth Management, Accounting, Mergers & Acquisitions
Education
William Mitchell College of Law 1986 — 1988
LLM, Tax Law
University of Minnesota Law School 1980 — 1983
JD, Law
University of Missouri-Columbia 1977 — 1980
BSBA, Accounting
Alexandra Rizas - Delaney Alexandra Rizas - Delaney's American Express Financial Advisors Experience July 1998 - 2000
Job Corporate/Private Flight Attendant
Industry Hospitality
Experience
Executive Jet Management June 2011 - Present
Stella Byrd Events January 2008 - Present
H.G. Wellington/PAX World Funds 2000 - 2007
Pax World 2000 - 2007
American Express Financial Advisors July 1998 - 2000
American Express Financial Advisors July 1998 - 2000
Skills
Marketing, Event Planning, Weddings, Corporate Events, Marketing Strategy, Portfolio Management, Event Management, Social Media, Social Networking, Parties, Nonprofits, Social Media Marketing
Education
Monmouth University 1997 — 1999
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Monmouth University
Bachelor of Science (B.S.), Business Administration and Management, General
Executive Jet Management June 2011 - Present
Stella Byrd Events January 2008 - Present
H.G. Wellington/PAX World Funds 2000 - 2007
Pax World 2000 - 2007
American Express Financial Advisors July 1998 - 2000
American Express Financial Advisors July 1998 - 2000
Skills
Marketing, Event Planning, Weddings, Corporate Events, Marketing Strategy, Portfolio Management, Event Management, Social Media, Social Networking, Parties, Nonprofits, Social Media Marketing
Education
Monmouth University 1997 — 1999
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Monmouth University
Bachelor of Science (B.S.), Business Administration and Management, General
Adrienne Matthews's American Express Financial Advisors Experience February 2003 - April 2003
Job Owner at ABFAB Designs
Industry Apparel & Fashion
Experience
AB-FAB Designs January 2002 - Present
American Society of Colposcopy and Cervical Pathology August 2014 - February 2015
Susan G. Komen December 2011 - June 2012
GE Energy May 2010 - October 2011
The Jewish Federation of Greater Washington 2004 - 2010
CG Sloan & Co. January 2000 - June 2004
American Express Financial Advisors February 2003 - April 2003
Skills
Event Planning, Event Management, Social Media, Fundraising, Public Relations, Non-profits, Public Speaking, Fashion, Marketing, Customer Service, Editing, Microsoft Office, Press Releases, Strategic Planning, Budgets, Fashion Shows, Research, Photoshop, Microsoft Excel, Leadership, Advertising, Photo Shoots, Styling, Retail, Nonprofits
Education
Montgomery College 1987 — 1989
Associates, Dance
John F. Kennedy 1983 — 1987
HSD, College Prep
Jones Haywood School of Ballet 1983 — 1986
Royal Academy of Dance, ballet, modern, tap, and jazz forms of dance
Barbizon Modeling School 1984 — 1985
Model Training
Robert E. Lee Middle School 1981 — 1983
High School Prep
Miriam’s Dance Studio 1975 — 1983
ballet, modern, tap, and jazz forms of dance
AB-FAB Designs January 2002 - Present
American Society of Colposcopy and Cervical Pathology August 2014 - February 2015
Susan G. Komen December 2011 - June 2012
GE Energy May 2010 - October 2011
The Jewish Federation of Greater Washington 2004 - 2010
CG Sloan & Co. January 2000 - June 2004
American Express Financial Advisors February 2003 - April 2003
Skills
Event Planning, Event Management, Social Media, Fundraising, Public Relations, Non-profits, Public Speaking, Fashion, Marketing, Customer Service, Editing, Microsoft Office, Press Releases, Strategic Planning, Budgets, Fashion Shows, Research, Photoshop, Microsoft Excel, Leadership, Advertising, Photo Shoots, Styling, Retail, Nonprofits
Education
Montgomery College 1987 — 1989
Associates, Dance
John F. Kennedy 1983 — 1987
HSD, College Prep
Jones Haywood School of Ballet 1983 — 1986
Royal Academy of Dance, ballet, modern, tap, and jazz forms of dance
Barbizon Modeling School 1984 — 1985
Model Training
Robert E. Lee Middle School 1981 — 1983
High School Prep
Miriam’s Dance Studio 1975 — 1983
ballet, modern, tap, and jazz forms of dance
Julie Foster Walters Julie Foster Walters's American Express Financial Advisors Experience 1992 - 1994
Job REALTOR at Jaqua Realtors
Industry Real Estate
Experience
Jaqua Realtors July 2009 - Present
American Express Financial Advisors 1992 - 1994
Business Insight Magazine 1990 - 1992
Skills
ASP~Accredited Staging..., SRS~Sellers..., ABR~ Accredited Buyer's..., SRES~ Seniors Real..., CTA~ Certified Tourism..., Foreclosures, Condos, Marketing, Sellers, Advertising, Investment Properties, Relocation, First Time Home Buyers, Buyer Representation, Residential Homes, Sales, Real Estate, Single Family Homes, Short Sales
Education
Michigan State University 1985 — 1990
Advertising
Mattawan
Jaqua Realtors July 2009 - Present
American Express Financial Advisors 1992 - 1994
Business Insight Magazine 1990 - 1992
Skills
ASP~Accredited Staging..., SRS~Sellers..., ABR~ Accredited Buyer's..., SRES~ Seniors Real..., CTA~ Certified Tourism..., Foreclosures, Condos, Marketing, Sellers, Advertising, Investment Properties, Relocation, First Time Home Buyers, Buyer Representation, Residential Homes, Sales, Real Estate, Single Family Homes, Short Sales
Education
Michigan State University 1985 — 1990
Advertising
Mattawan
Jim Lund, CFP, MBA Jim Lund, CFP, MBA's American Express Financial Advisors Experience 1986 - 2007
Job Partner at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
NorthRock Partners August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. December 2010 - October 2013
Ameriprise Financial August 1986 - October 2013
Ameriprise Financial Advisors August 1986 - December 2010
American Express Financial Advisors 1986 - 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax
Education
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Marketing/Management
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration
Louis A. Gary Louis A. Gary's American Express Financial Advisors Experience February 2002 - October 2004
Job Financial Advisor @ Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Jerone Bogar's American Express Financial Advisors Experience February 1997 - August 2003
Job Community Manager at AIMCO
Industry Real Estate
Experience
AIMCO/Calhoun Beach Club Apartments July 2012 - October 2014
AIMCO/Calhoun Beach Club Apartments July 2010 - December 2012
Marcus Hotels & Resorts September 2007 - September 2010
Hilton February 2007 - September 2007
Marriott Hotels July 2005 - July 2007
American Express Financial Advisors February 1997 - August 2003
Les Jolie Petites School of Dance November 1997 - June 2003
Skills
Performance Management, Property Management, Microsoft Office, Outlook, Hospitality, Budgets, Food, Hospitality Management, Hotel Management, Food, Coaching, Front Office, Program Management, Property Management..., Leadership Development, Team Building, Event Planning
Education
Concordia College 2012 — 2015
Bachelor's degree, Organizational Leadership
Normandale Community College 2007 — 2009
Associate's degree, Hospitality Management
North Central University 1988 — 1991
Music Major
North Community High School 1984 — 1988
Diploma, Advance Science, Math, and Technology
AIMCO/Calhoun Beach Club Apartments July 2012 - October 2014
AIMCO/Calhoun Beach Club Apartments July 2010 - December 2012
Marcus Hotels & Resorts September 2007 - September 2010
Hilton February 2007 - September 2007
Marriott Hotels July 2005 - July 2007
American Express Financial Advisors February 1997 - August 2003
Les Jolie Petites School of Dance November 1997 - June 2003
Skills
Performance Management, Property Management, Microsoft Office, Outlook, Hospitality, Budgets, Food, Hospitality Management, Hotel Management, Food, Coaching, Front Office, Program Management, Property Management..., Leadership Development, Team Building, Event Planning
Education
Concordia College 2012 — 2015
Bachelor's degree, Organizational Leadership
Normandale Community College 2007 — 2009
Associate's degree, Hospitality Management
North Central University 1988 — 1991
Music Major
North Community High School 1984 — 1988
Diploma, Advance Science, Math, and Technology
Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF's American Express Financial Advisors Experience January 1989 - May 1998
Job MASIELLO, NICOLOSI & ASSOCIATES, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2005 - June 2013
American Express Financial Advisors, Inc. 1998 - 2005
American Express Financial Advisors, Inc. September 1989 - June 1998
American Express Financial Advisors January 1989 - May 1998
American Express Financial Advisors, Inc. September 1987 - May 1989
Education
New York Institute of Technology 1977 — 1982
bs, psychology
Holy Cross High School 1973 — 1977
High School
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. June 2013 - March 2015
Ameriprise Financial Services, Inc. September 2005 - June 2013
American Express Financial Advisors, Inc. 1998 - 2005
American Express Financial Advisors, Inc. September 1989 - June 1998
American Express Financial Advisors January 1989 - May 1998
American Express Financial Advisors, Inc. September 1987 - May 1989
Education
New York Institute of Technology 1977 — 1982
bs, psychology
Holy Cross High School 1973 — 1977
High School
Mark Wyss Mark Wyss's American Express Financial Advisors Experience February 2001 - April 2002
Job Administrative Assistant at Basilica
Industry Religious Institutions
Experience
Basilica of Saint Mary 2002 - Present
Saint Albert the Great Priory August 2006 - February 2007
American Express Financial Advisors February 2001 - April 2002
Nicollet Island Inn April 1994 - April 1996
Nicollet Island Inn 1984 - 1989
Skills
Outlook, Budgeting, Planning, Volunteer Management, Event Planning, Customer Service, Non-profits, Problem Solving, Community Outreach, Budgets, Program Management, Fundraising, Public Speaking
Education
Minneapolis Community and Technical College 2005 — 2005
Culinary
St. Meinrad Seminary College 1982 — 1989
BA, Engllish Literature
Basilica of Saint Mary 2002 - Present
Saint Albert the Great Priory August 2006 - February 2007
American Express Financial Advisors February 2001 - April 2002
Nicollet Island Inn April 1994 - April 1996
Nicollet Island Inn 1984 - 1989
Skills
Outlook, Budgeting, Planning, Volunteer Management, Event Planning, Customer Service, Non-profits, Problem Solving, Community Outreach, Budgets, Program Management, Fundraising, Public Speaking
Education
Minneapolis Community and Technical College 2005 — 2005
Culinary
St. Meinrad Seminary College 1982 — 1989
BA, Engllish Literature
Jonathan Schopp Jonathan Schopp's American Express Financial Advisors Experience 2003 - 2005
Job Associate Attorney at Law Offices of Falanga & Chalker
Industry Law Practice
Experience
Law Offices of Falanga & Chalker September 2014 - Present
Spartan Nation June 2009 - Present
Litigation Attorney October 2013 - September 2014
Foy & Associates 2009 - 2013
Law Offices of Norman S. Miller 2007 - 2008
American Express Financial Advisors 2003 - 2005
Various 1997 - 2005
Erie Construction 2002 - 2003
Skills
Wrongful Death, Litigation, Personal Injury..., Legal Research, Automobile Accidents, Dispute Resolution, Medical Malpractice, Legal Writing, Civil Litigation, Courts, Estate Planning, Mediation, Personal Injury, Insurance, Alternative Dispute..., Westlaw, Corporate Law
Education
Michigan State University College of Law 2005 — 2008
Geoffrey Fieger Trial Practice Institute, JDoctor (JD)
Michigan State University 1998 — 2002
Law Offices of Falanga & Chalker September 2014 - Present
Spartan Nation June 2009 - Present
Litigation Attorney October 2013 - September 2014
Foy & Associates 2009 - 2013
Law Offices of Norman S. Miller 2007 - 2008
American Express Financial Advisors 2003 - 2005
Various 1997 - 2005
Erie Construction 2002 - 2003
Skills
Wrongful Death, Litigation, Personal Injury..., Legal Research, Automobile Accidents, Dispute Resolution, Medical Malpractice, Legal Writing, Civil Litigation, Courts, Estate Planning, Mediation, Personal Injury, Insurance, Alternative Dispute..., Westlaw, Corporate Law
Education
Michigan State University College of Law 2005 — 2008
Geoffrey Fieger Trial Practice Institute, JDoctor (JD)
Michigan State University 1998 — 2002
Hadley Joseph's American Express Financial Advisors Experience April 2000 - December 2000
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Andrew P. Bommarito Andrew P. Bommarito's American Express Financial Advisors Experience August 2000 - September 2004
Job CMO at PerfectCOACH
Industry Professional Training & Coaching
Experience
Perfect-COACH, a PBI International Company January 2011 - Present
Pinpoint Memberships L.L.C. December 2008 - July 2015
Quicken Loans September 2005 - June 2008
American Express Financial Advisors August 2000 - September 2004
Skills
Entrepreneurship, Coaching, Social Media Marketing, Leadership Development, Executive Management, Team Building, Blogging, Online Marketing, Small Business, Time Management, Social Networking, Strategic Planning, Marketing Strategy, Public Speaking, Start-ups, Strategic Partnerships, New Business Development, Residential Mortgages, Lead Generation, Social Media, Sales Process, Personal Development, Email Marketing, Team Leadership, Process Improvement, Selling, Training Manuals, Loan Origination, Teaching, Curriculum Design, Portfolio Management, Editing, Courses, Journalism, Curriculum Development, Viral Marketing, Content Development, Organizational..., Team Management, Analytics, Process Analysis, Digital Design, Mortgage Industry, Entrepreneur, Writing, Classroom Instruction, Wordpress, Mentoring, Coachable, Martial Arts
Education
Moody Bible Institute 2015 — 2019
Bachelor’s Degree, Ministry Leadership
Perfect-COACH, a PBI International Company January 2011 - Present
Pinpoint Memberships L.L.C. December 2008 - July 2015
Quicken Loans September 2005 - June 2008
American Express Financial Advisors August 2000 - September 2004
Skills
Entrepreneurship, Coaching, Social Media Marketing, Leadership Development, Executive Management, Team Building, Blogging, Online Marketing, Small Business, Time Management, Social Networking, Strategic Planning, Marketing Strategy, Public Speaking, Start-ups, Strategic Partnerships, New Business Development, Residential Mortgages, Lead Generation, Social Media, Sales Process, Personal Development, Email Marketing, Team Leadership, Process Improvement, Selling, Training Manuals, Loan Origination, Teaching, Curriculum Design, Portfolio Management, Editing, Courses, Journalism, Curriculum Development, Viral Marketing, Content Development, Organizational..., Team Management, Analytics, Process Analysis, Digital Design, Mortgage Industry, Entrepreneur, Writing, Classroom Instruction, Wordpress, Mentoring, Coachable, Martial Arts
Education
Moody Bible Institute 2015 — 2019
Bachelor’s Degree, Ministry Leadership
Richard (Duane) Richardson Richard (Duane) Richardson's American Express Financial Advisors Experience December 1984 - March 2002
Job Director of Financial Planning at US Bank
Industry Banking
Experience
US Bank January 2010 - Present
Cedar Rapids Area Estate Planning Council 2009 - 2012
US Bank March 2002 - December 2009
American Express Financial Advisors December 1984 - March 2002
Cooopers and Lybrand July 1982 - December 1984
Skills
Personal Financial..., Estate Planning, Business Succession..., Wealth Management, Retirement Planning, Wealth, Wealth Management..., Investment Advisory, Strategic Financial..., High Net Worth..., Retirement, Financial Advisory, Asset Allocation, Investment Strategies, Investment Management, Investments, Wealth Accumulation, Portfolio Management, Mutual Funds, Financial Goals, Financial Planners, Pensions, Estate Tax Planning, Certified Financial..., Asset Management, Securities, Alternative Investments, Financial Planning, Tax
Education
William Mitchell College of Law 1978 — 1982
Doctor of Law (JD)
Wheaton College 1973 — 1976
Bachelor of Science (BS), Chemistry
US Bank January 2010 - Present
Cedar Rapids Area Estate Planning Council 2009 - 2012
US Bank March 2002 - December 2009
American Express Financial Advisors December 1984 - March 2002
Cooopers and Lybrand July 1982 - December 1984
Skills
Personal Financial..., Estate Planning, Business Succession..., Wealth Management, Retirement Planning, Wealth, Wealth Management..., Investment Advisory, Strategic Financial..., High Net Worth..., Retirement, Financial Advisory, Asset Allocation, Investment Strategies, Investment Management, Investments, Wealth Accumulation, Portfolio Management, Mutual Funds, Financial Goals, Financial Planners, Pensions, Estate Tax Planning, Certified Financial..., Asset Management, Securities, Alternative Investments, Financial Planning, Tax
Education
William Mitchell College of Law 1978 — 1982
Doctor of Law (JD)
Wheaton College 1973 — 1976
Bachelor of Science (BS), Chemistry
Deanne Beltz-Sund, CISR Deanne Beltz-Sund, CISR's American Express Financial Advisors Experience 2002 - 2005
Job Client Service Consultant, PC at Holmes, Murphy and Associates, LLC
Industry Insurance
Experience
Holmes, Murphy and Associates, LLC August 2007 - Present
Principal Financial Group 2005 - 2007
American Express Financial Advisors 2002 - 2005
Marquette Financial Companies 1999 - 2002
Norwest Bank 1995 - 1999
Skills
Certified Insurance..., State of Iowa Insurance..., Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, Account Management, Commercial Lines, Microsoft Excel, Microsoft Office, Insurance, Legal Liability, Employment Practices..., Liability, Casualty, Underwriting, Health Insurance, Workers Compensation, Marketing, Casualty Insurance
Education
Jefferson HS
Mount Mercy College
Bachelor of Arts (B.A.), Psychology
Holmes, Murphy and Associates, LLC August 2007 - Present
Principal Financial Group 2005 - 2007
American Express Financial Advisors 2002 - 2005
Marquette Financial Companies 1999 - 2002
Norwest Bank 1995 - 1999
Skills
Certified Insurance..., State of Iowa Insurance..., Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, Account Management, Commercial Lines, Microsoft Excel, Microsoft Office, Insurance, Legal Liability, Employment Practices..., Liability, Casualty, Underwriting, Health Insurance, Workers Compensation, Marketing, Casualty Insurance
Education
Jefferson HS
Mount Mercy College
Bachelor of Arts (B.A.), Psychology
Lori Hach Lori Hach's American Express Financial Advisors Experience 1994 - 1995
Job Executive Administrative Assistant at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company October 2013 - Present
Transmerica Life Insurance Company October 2010 - October 2013
ITT Technical Institute August 2010 - October 2010
Railsback Law Office June 2009 - August 2010
AEGON USA 2000 - 2009
Howard R. Green 1998 - 2000
Marquette Bank 1997 - 1998
APAC 1995 - 1997
American Express Financial Advisors 1994 - 1995
Gray, Stefani & Mitvalsky 1991 - 1994
Skills
Outlook, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Visio, Legal Writing, Corporate Law, Family Law, Administrative..., Training, Insurance, Employee Benefits, Customer Service, PeopleSoft, Project Management, Process Improvement, Human Resources
Education
Mount Mercy University 1991 — 1995
BBA, Administrative Management
Transamerica Life Insurance Company October 2013 - Present
Transmerica Life Insurance Company October 2010 - October 2013
ITT Technical Institute August 2010 - October 2010
Railsback Law Office June 2009 - August 2010
AEGON USA 2000 - 2009
Howard R. Green 1998 - 2000
Marquette Bank 1997 - 1998
APAC 1995 - 1997
American Express Financial Advisors 1994 - 1995
Gray, Stefani & Mitvalsky 1991 - 1994
Skills
Outlook, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Visio, Legal Writing, Corporate Law, Family Law, Administrative..., Training, Insurance, Employee Benefits, Customer Service, PeopleSoft, Project Management, Process Improvement, Human Resources
Education
Mount Mercy University 1991 — 1995
BBA, Administrative Management
Kendra Olive, CMP® Kendra Olive, CMP®'s American Express Financial Advisors Experience 2000 - 2005
Job Lead Strategic Meeting Management Program at Medtronic | Driving Results through Collaboration & Adaptive Design
Industry Medical Devices
Experience
Medtronic November 2012 - Present
Ameriprise Financial October 2005 - November 2012
American Express Financial Advisors 2000 - 2005
Skills
Strategic Planning, Event Planning, Meeting Management, Curriculum Design, Content Development, Marketing Communications, Brand Developement, Marketing Research, Incentive Programs, Compensation Structure..., Program Launch, Product Launch, Program Evaluation, Budget Setting, Budget Reconciliation, Team Leadership, Employee Engagement, Employee Recognition, Cost Benefit Analysis, ROI Optimization, Contract Negotiation, Worksite Health..., Health Program Planning, Problem Solving, Influence Others, Advisory Boards, Sales Support Tools, Microsoft Office, ADDIE, Thought Leadership, Situational Leadership, Business Process..., Business Transformation, Organization &..., Multi Tasking, Team Building, Event Management, Event Coordination, Content Writing, Program Coordination, Building Relationships, Healthcare, Financial Services, Financial Planning, Fixed and Variable..., Mortgages, Lending, Banking, Relationship Management, Cross-functional Team...
Education
Minnesota State University, Mankato
Masters of Science (M.S.), Community Health - Minor in Worksite Health Promotion
Minnesota State University, Mankato
Bachelor of Science (B.S.), Psychology - Minor in Community Health
Medtronic November 2012 - Present
Ameriprise Financial October 2005 - November 2012
American Express Financial Advisors 2000 - 2005
Skills
Strategic Planning, Event Planning, Meeting Management, Curriculum Design, Content Development, Marketing Communications, Brand Developement, Marketing Research, Incentive Programs, Compensation Structure..., Program Launch, Product Launch, Program Evaluation, Budget Setting, Budget Reconciliation, Team Leadership, Employee Engagement, Employee Recognition, Cost Benefit Analysis, ROI Optimization, Contract Negotiation, Worksite Health..., Health Program Planning, Problem Solving, Influence Others, Advisory Boards, Sales Support Tools, Microsoft Office, ADDIE, Thought Leadership, Situational Leadership, Business Process..., Business Transformation, Organization &..., Multi Tasking, Team Building, Event Management, Event Coordination, Content Writing, Program Coordination, Building Relationships, Healthcare, Financial Services, Financial Planning, Fixed and Variable..., Mortgages, Lending, Banking, Relationship Management, Cross-functional Team...
Education
Minnesota State University, Mankato
Masters of Science (M.S.), Community Health - Minor in Worksite Health Promotion
Minnesota State University, Mankato
Bachelor of Science (B.S.), Psychology - Minor in Community Health
Larry Levine Principal @ Red Rock Financial Larry Levine Principal @ Red Rock Financial's American Express Financial Advisors Experience October 2001 - January 2003
Job "No" Down Payments & "No" Audits for "Workers Comp.", Ask me How. @ www.redrockfg.com
Industry Insurance
Experience
Red Rock Financial Group January 2010 - Present
Red RocK Financial Group, Inc November 2009 - Present
Red Rock Financial Group January 2009 - November 2010
Red Rock Financial Group September 2009 - July 2010
Allstate Financial January 2003 - July 2009
American Express Financial Advisors October 2001 - January 2003
Skills
Small Business, Employee Benefits, Umbrella Insurance, Investments, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Accident, Insurance, Strategic Planning, Long-term Care, Underwriting, Fixed Annuities, Estate Planning, Sales, IRAs, Direct Sales, Marketing, Finance, Training, Critical Illness, Health Savings Accounts, Whole Life, Workers Compensation, Commercial Insurance, Employment Liability, PEO, Mortgage Lending, Asset Protection, Kidnap & Ransom, Homeowners, Casualty, Brokers, Workers Compensation...
Education
New York Institute of Technology-Old Westbury 1970 — 1974
BFA, Fine Art
Avation HS 1958 — 1961
High School, Avionics Maintenance Technology/Technician
Red Rock Financial Group January 2010 - Present
Red RocK Financial Group, Inc November 2009 - Present
Red Rock Financial Group January 2009 - November 2010
Red Rock Financial Group September 2009 - July 2010
Allstate Financial January 2003 - July 2009
American Express Financial Advisors October 2001 - January 2003
Skills
Small Business, Employee Benefits, Umbrella Insurance, Investments, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Accident, Insurance, Strategic Planning, Long-term Care, Underwriting, Fixed Annuities, Estate Planning, Sales, IRAs, Direct Sales, Marketing, Finance, Training, Critical Illness, Health Savings Accounts, Whole Life, Workers Compensation, Commercial Insurance, Employment Liability, PEO, Mortgage Lending, Asset Protection, Kidnap & Ransom, Homeowners, Casualty, Brokers, Workers Compensation...
Education
New York Institute of Technology-Old Westbury 1970 — 1974
BFA, Fine Art
Avation HS 1958 — 1961
High School, Avionics Maintenance Technology/Technician
Nancy Pilgram Nancy Pilgram's American Express Financial Advisors Experience August 2000 - October 2002
Job Mortgage Loan Processor at Fairway Independent Mortgage Corporation
Industry Banking
Experience
Union Home Mortgage Corp. August 2015 - Present
Fairway Independent Mortgage Corporation February 2012 - August 2015
Citizens Bank & Trust of Chillicothe May 2009 - September 2011
Citizens Bank & Trust of Chillicothe December 2008 - May 2009
Citizens Bank & Trust of Chillicothe December 2007 - May 2009
T.N.T. Mortgage February 2003 - August 2007
American Express Financial Advisors August 2000 - October 2002
Skills
Loan Origination, Credit, Loans, Mortgage Lending, USDA, FHA, Credit Analysis, Sales, Credit Risk, VA loans, Underwriting, Commercial Lending, Residential Mortgages, Refinance, Banking, Database Admin, Residential Homes, Analysis, Mortgage Banking, Referrals, Home Equity Loans, Finance, Small Business Lending, Consumer Lending, Funding, FHA financing, Investment Properties, Real Estate Financing, Closing Document..., Database Management, NHF Platinum Plus, Customer Service
Education
Missouri Western State University 1995 — 1999
Business Administration, Economics, Financial Management
Central High School
Union Home Mortgage Corp. August 2015 - Present
Fairway Independent Mortgage Corporation February 2012 - August 2015
Citizens Bank & Trust of Chillicothe May 2009 - September 2011
Citizens Bank & Trust of Chillicothe December 2008 - May 2009
Citizens Bank & Trust of Chillicothe December 2007 - May 2009
T.N.T. Mortgage February 2003 - August 2007
American Express Financial Advisors August 2000 - October 2002
Skills
Loan Origination, Credit, Loans, Mortgage Lending, USDA, FHA, Credit Analysis, Sales, Credit Risk, VA loans, Underwriting, Commercial Lending, Residential Mortgages, Refinance, Banking, Database Admin, Residential Homes, Analysis, Mortgage Banking, Referrals, Home Equity Loans, Finance, Small Business Lending, Consumer Lending, Funding, FHA financing, Investment Properties, Real Estate Financing, Closing Document..., Database Management, NHF Platinum Plus, Customer Service
Education
Missouri Western State University 1995 — 1999
Business Administration, Economics, Financial Management
Central High School
Trina Chambard Trina Chambard's American Express Financial Advisors Experience October 2001 - October 2004
Job
Industry Marketing and Advertising
Experience
Anagram Studio NEXT October 2014 - Present
Cenveo July 2010 - October 2014
Cenveo October 2004 - July 2010
American Express Financial Advisors October 2001 - October 2004
American Express Financial Advisors July 1998 - October 2001
American Express Travel Services August 1992 - July 1998
Skills
Adobe Acrobat, SAP, SharePoint, Adobe Creative Suite, QuarkXPress, Wide Format Printing, Hagen, Expense Reports, Travel Arrangements, Purchase Orders, Invoice Processing, Merchandising, Events Coordination, Microsoft Office, Account Management
Education
Minneapolis Community and Technical College 2001 — 2001
Desktop Publishing
University of Minnesota-Twin Cities 1982 — 1984
Liberal Arts
Anagram Studio NEXT October 2014 - Present
Cenveo July 2010 - October 2014
Cenveo October 2004 - July 2010
American Express Financial Advisors October 2001 - October 2004
American Express Financial Advisors July 1998 - October 2001
American Express Travel Services August 1992 - July 1998
Skills
Adobe Acrobat, SAP, SharePoint, Adobe Creative Suite, QuarkXPress, Wide Format Printing, Hagen, Expense Reports, Travel Arrangements, Purchase Orders, Invoice Processing, Merchandising, Events Coordination, Microsoft Office, Account Management
Education
Minneapolis Community and Technical College 2001 — 2001
Desktop Publishing
University of Minnesota-Twin Cities 1982 — 1984
Liberal Arts
Ed Ankrum Ed Ankrum's American Express Financial Advisors Experience 1986 - 1997
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial 1997 - Present
American Express Financial Advisors 1986 - 1997
American Express Financial Advisors 1982 - 1986
IDS Financial Services, Inc 1979 - 1982
Education
Minnesota State University, Mankato 1973 — 1977
BS Teaching, English; Speech and Theatre
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial 1997 - Present
American Express Financial Advisors 1986 - 1997
American Express Financial Advisors 1982 - 1986
IDS Financial Services, Inc 1979 - 1982
Education
Minnesota State University, Mankato 1973 — 1977
BS Teaching, English; Speech and Theatre
Jordan Oliver's American Express Financial Advisors Experience December 2002 - December 2003
Job Real Estate Brokerage and Advisory Services at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank January 2011 - Present
Gansevoort Hotel Group April 2006 - December 2010
Schonfeld Securities/Sperling Enterprises, LLC December 2003 - March 2006
American Express Financial Advisors December 2002 - December 2003
Merrill Lynch 2001 - 2001
Skills
Commercial Real Estate..., Real Estate, Management, Strategy, Leases, Negotiation, Finance, Property, Disposition, Tenant, Landlords, Sellers, Hotels, Sales, Training, Commercial Real Estate, Resorts, Budgets, Restaurants, Retail, Customer Service
Education
New York University 2009 — 2010
Certificate, Real Estate Finance and Investment
University of Maryland College Park 1998 — 2002
Bachelors of Arts
Jericho 1994 — 1998
Newmark Grubb Knight Frank January 2011 - Present
Gansevoort Hotel Group April 2006 - December 2010
Schonfeld Securities/Sperling Enterprises, LLC December 2003 - March 2006
American Express Financial Advisors December 2002 - December 2003
Merrill Lynch 2001 - 2001
Skills
Commercial Real Estate..., Real Estate, Management, Strategy, Leases, Negotiation, Finance, Property, Disposition, Tenant, Landlords, Sellers, Hotels, Sales, Training, Commercial Real Estate, Resorts, Budgets, Restaurants, Retail, Customer Service
Education
New York University 2009 — 2010
Certificate, Real Estate Finance and Investment
University of Maryland College Park 1998 — 2002
Bachelors of Arts
Jericho 1994 — 1998
Kevin Elliott - Primavera P6 | Earned Value Management's American Express Financial Advisors Experience October 1998 - July 2002
Job Project Planner at GE Power & Water
Industry Construction
Experience
GE Power & Water February 2015 - Present
Paramount Foreclosure Services, LLC January 2014 - Present
Peerless Technologies June 2012 - November 2013
Project Time & Cost August 2008 - June 2012
Paramount Professional Services, Atlanta, GA August 2006 - April 2008
Grice and Associates March 2005 - May 2006
TransCore Link Logistics January 2003 - March 2005
Daniels Consultants, Inc. November 2002 - February 2003
American Express Financial Advisors October 1998 - July 2002
Skills
Marketing, Business Development, Project Management, Training, Consulting, Primavera P6, Earned Value Management, Project Control, Budgets
Education
North Carolina State University 1981 — 1987
BS, Civil Engineering
GE Power & Water February 2015 - Present
Paramount Foreclosure Services, LLC January 2014 - Present
Peerless Technologies June 2012 - November 2013
Project Time & Cost August 2008 - June 2012
Paramount Professional Services, Atlanta, GA August 2006 - April 2008
Grice and Associates March 2005 - May 2006
TransCore Link Logistics January 2003 - March 2005
Daniels Consultants, Inc. November 2002 - February 2003
American Express Financial Advisors October 1998 - July 2002
Skills
Marketing, Business Development, Project Management, Training, Consulting, Primavera P6, Earned Value Management, Project Control, Budgets
Education
North Carolina State University 1981 — 1987
BS, Civil Engineering
Paul Moerman Paul Moerman's American Express Financial Advisors Experience 2002 - 2005
Job Solution Focused
Industry Financial Services
Experience
PrimeLending 2012 - Present
ManpowerGroup 2011 - 2012
Keller Graduate School of Management 2010 - 2011
Driftwood Hospitality Management 2008 - 2009
American Express Financial Advisors 2002 - 2005
Skills
Goal Oriented, Recruiting, Management, Negotiation, Budget, Customer Retention, Project Planning, Analysis, Talent Acquisition, Employee Relations, Human Resources, Organizational..., Event Planning, Building Relationships, Coaching, Technical Recruiting, Sales, Business Development, Temporary Placement, Marketing, Mortgage Lending, Residential Mortgages, Financial Advisory, Financial Markets, Consumer Lending, FHA financing, USDA Rural Housing, Jumbo Mortgage, Streamline
Education
North Carolina State University
Bachelor of Arts
PrimeLending 2012 - Present
ManpowerGroup 2011 - 2012
Keller Graduate School of Management 2010 - 2011
Driftwood Hospitality Management 2008 - 2009
American Express Financial Advisors 2002 - 2005
Skills
Goal Oriented, Recruiting, Management, Negotiation, Budget, Customer Retention, Project Planning, Analysis, Talent Acquisition, Employee Relations, Human Resources, Organizational..., Event Planning, Building Relationships, Coaching, Technical Recruiting, Sales, Business Development, Temporary Placement, Marketing, Mortgage Lending, Residential Mortgages, Financial Advisory, Financial Markets, Consumer Lending, FHA financing, USDA Rural Housing, Jumbo Mortgage, Streamline
Education
North Carolina State University
Bachelor of Arts
David Bobrowsky, CFP® David Bobrowsky, CFP®'s American Express Financial Advisors Experience October 2000 - June 2002
Job Comprehensive Financial Planning and Advice, Founder Bay Area Professionals Give Back Network
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Kathy Klovstad Kathy Klovstad's American Express Financial Advisors Experience 1986 - 2000
Job Social Media Business Analyst consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Wells Fargo June 2014 - Present
Bank of the West March 2012 - June 2014
Wells Fargo January 2010 - February 2012
Charles Schwab July 2005 - September 2009
George P Johnson 2004 - 2005
Cisco 2002 - 2003
Incentive Systems February 2001 - June 2001
IDS Financial Services 1986 - 2000
American Express 1986 - 2000
American Express Financial Advisors 1986 - 2000
Skills
SDLC, Business Analysis, Project Management, Requirements Analysis, Data Warehousing, Data Quality, Data Analysis, Integration
Education
Minnesota State University, Mankato 1981 — 1986
BS, Computer Science, Accounting, Speech, Business
Robbinsdale High School
Diana Welshock's American Express Financial Advisors Experience January 1996 - January 2000
Job Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C GlobeOp May 2010 - Present
Diana WelshockPage 2S.A.C. Capital Advisors, L.P May 2006 - May 2010
UBS Investment Bank December 2004 - June 2005
Citigroup September 2002 - June 2004
Aetna January 2000 - January 2001
American Express Financial Advisors January 1996 - January 2000
Perrier Group of America January 1994 - January 1995
Aetna January 1986 - January 1992
Skills
Hedge Funds, Customer Service, Investments, Alternative Investments, Financial Services, Accounting, Asset Management, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Bloomberg, Equities, Account Reconciliation, Fixed Income, Derivatives
Education
Middlesex Community College 1990 — 1992
Associate's degree, Accounting and Finance
Haddam-Killingworth H.S
SS&C GlobeOp May 2010 - Present
Diana WelshockPage 2S.A.C. Capital Advisors, L.P May 2006 - May 2010
UBS Investment Bank December 2004 - June 2005
Citigroup September 2002 - June 2004
Aetna January 2000 - January 2001
American Express Financial Advisors January 1996 - January 2000
Perrier Group of America January 1994 - January 1995
Aetna January 1986 - January 1992
Skills
Hedge Funds, Customer Service, Investments, Alternative Investments, Financial Services, Accounting, Asset Management, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Bloomberg, Equities, Account Reconciliation, Fixed Income, Derivatives
Education
Middlesex Community College 1990 — 1992
Associate's degree, Accounting and Finance
Haddam-Killingworth H.S
Bill Schell Bill Schell's American Express Financial Advisors Experience November 2002 - March 2004
Job Assistant Professor and Experienced Process Improvement Executive
Industry Professional Training & Coaching
Experience
Montana State University August 2012 - Present
Montana State University August 2011 - August 2012
Montana State University December 2010 - August 2011
Montana State University August 2010 - December 2010
PrintingForLess.com May 2008 - August 2010
PrintingForLess.com April 2007 - May 2008
Wells Fargo August 2005 - March 2007
American Express March 2004 - August 2005
American Express Financial Advisors November 2002 - March 2004
American Express Travelers Cheques June 1999 - November 2002
Skills
Program Management, Leadership Development, Process Improvement, Coaching, Survey Research, Training Facilitation, Facilitators, Strategic Planning, Six Sigma, Project Management, Strategy, Risk Management, Business Process..., Change Management, Leadership, Team Building, Engineering Education, Executive Retreats, Healthcare improvement, Business Development, Organizational..., Project Planning, Management, Cross-functional Team...
Education
University of Alabama in Huntsville 2004 — 2010
PhD
Montana State University-Bozeman 1993 — 1999
MS & BS
Montana State University August 2012 - Present
Montana State University August 2011 - August 2012
Montana State University December 2010 - August 2011
Montana State University August 2010 - December 2010
PrintingForLess.com May 2008 - August 2010
PrintingForLess.com April 2007 - May 2008
Wells Fargo August 2005 - March 2007
American Express March 2004 - August 2005
American Express Financial Advisors November 2002 - March 2004
American Express Travelers Cheques June 1999 - November 2002
Skills
Program Management, Leadership Development, Process Improvement, Coaching, Survey Research, Training Facilitation, Facilitators, Strategic Planning, Six Sigma, Project Management, Strategy, Risk Management, Business Process..., Change Management, Leadership, Team Building, Engineering Education, Executive Retreats, Healthcare improvement, Business Development, Organizational..., Project Planning, Management, Cross-functional Team...
Education
University of Alabama in Huntsville 2004 — 2010
PhD
Montana State University-Bozeman 1993 — 1999
MS & BS
Oksana Cobey ✔ Oksana Cobey ✔'s American Express Financial Advisors Experience September 1998 - April 2003
Job Sr. Director of Global Marketing & Corporate Strategy at Xchange Technology Group (XTG)
Industry Computer Hardware
Experience
Xchange Technology Group (XTG) November 2013 - Present
Xchange Technology Group (XTG) July 2011 - November 2013
Readiness Network March 2011 - December 2011
The International Academy of Public Safety October 2009 - July 2011
NanoPhrades August 2009 - July 2011
Global Marketing and Design October 2006 - August 2009
Palmetto State Mortgage April 2003 - October 2006
Carolina Sales Group January 2004 - May 2005
American Express Financial Advisors September 1998 - April 2003
Skills
Cloud Consulting, Corporate Branding, Brand Positioning..., Brand Equity, B2B Marketing Strategy, B2B2C, Web Marketing Strategy, Web Metrics, eMarketer, Due Diligence, MS CRM 2011, Social Media Marketing, Email Marketing, Email Strategy, Digital Marketing, Project Management, Customer Intelligence, KPI implementation, Microsoft CRM, vTiger CRM, Salesforce.com, Sugar CRM, Technology & Marketing..., Core Motives, Web Content Management, Lead Generation, SEO, Team Management, Marketing, Technology, Analytics, SugarCRM, Online Marketing, Business Development, B2B, Web Analytics, CRM, Strategy, Management
Education
North Carolina State University
Bachelor of Science (B.S.), Statistics
Xchange Technology Group (XTG) November 2013 - Present
Xchange Technology Group (XTG) July 2011 - November 2013
Readiness Network March 2011 - December 2011
The International Academy of Public Safety October 2009 - July 2011
NanoPhrades August 2009 - July 2011
Global Marketing and Design October 2006 - August 2009
Palmetto State Mortgage April 2003 - October 2006
Carolina Sales Group January 2004 - May 2005
American Express Financial Advisors September 1998 - April 2003
Skills
Cloud Consulting, Corporate Branding, Brand Positioning..., Brand Equity, B2B Marketing Strategy, B2B2C, Web Marketing Strategy, Web Metrics, eMarketer, Due Diligence, MS CRM 2011, Social Media Marketing, Email Marketing, Email Strategy, Digital Marketing, Project Management, Customer Intelligence, KPI implementation, Microsoft CRM, vTiger CRM, Salesforce.com, Sugar CRM, Technology & Marketing..., Core Motives, Web Content Management, Lead Generation, SEO, Team Management, Marketing, Technology, Analytics, SugarCRM, Online Marketing, Business Development, B2B, Web Analytics, CRM, Strategy, Management
Education
North Carolina State University
Bachelor of Science (B.S.), Statistics
Danielle Singer, CFA's American Express Financial Advisors Experience January 2002 - March 2002
Job Senior Client Portfolio Manager, Multi Asset at Invesco US
Industry Investment Management
Experience
Invesco US June 2014 - Present
UBS Global Asset Management May 2012 - May 2014
UBS Global Asset Management August 2007 - May 2012
UBS Global Asset Management February 2006 - August 2007
UBS Wealth Management March 2004 - February 2006
Deutsche Bank May 2002 - March 2004
American Express Financial Advisors January 2002 - March 2002
Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Econometrics, Economics
Middlebury College 1997 — 2001
B.A., International Politics & Economics; French
The Chapin School 1985 — 1997
Invesco US June 2014 - Present
UBS Global Asset Management May 2012 - May 2014
UBS Global Asset Management August 2007 - May 2012
UBS Global Asset Management February 2006 - August 2007
UBS Wealth Management March 2004 - February 2006
Deutsche Bank May 2002 - March 2004
American Express Financial Advisors January 2002 - March 2002
Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Econometrics, Economics
Middlebury College 1997 — 2001
B.A., International Politics & Economics; French
The Chapin School 1985 — 1997
Yvonne Willis Yvonne Willis's American Express Financial Advisors Experience 1993 - 1995
Job Solution Management Analyst at Maritz Motivation Solutions
Industry Marketing and Advertising
Experience
Maritz Motivation Solutions June 2013 - Present
Maritz Motivation Solutions June 2012 - June 2013
Wentzville School District September 2000 - June 2012
Reddy & Associates, PC 1995 - 1999
American Express Financial Advisors 1993 - 1995
Skills
Teaching, Team Building, Strategic Planning, Public Speaking, Team Leadership, Team-oriented, Leadership Development, Project Management, Budgets, Committed to..., Positive Can-do Attitude, Management, Operations Management, Program Management, Marketing Strategy, Marketing, Customer Service, Cross-functional Team..., Leadership
Education
Nichols College 1981 — 1985
Bachelor's degree, Marketing, Cum Laude
Maritz Motivation Solutions June 2013 - Present
Maritz Motivation Solutions June 2012 - June 2013
Wentzville School District September 2000 - June 2012
Reddy & Associates, PC 1995 - 1999
American Express Financial Advisors 1993 - 1995
Skills
Teaching, Team Building, Strategic Planning, Public Speaking, Team Leadership, Team-oriented, Leadership Development, Project Management, Budgets, Committed to..., Positive Can-do Attitude, Management, Operations Management, Program Management, Marketing Strategy, Marketing, Customer Service, Cross-functional Team..., Leadership
Education
Nichols College 1981 — 1985
Bachelor's degree, Marketing, Cum Laude
Ron Phil Ellison Ron Phil Ellison's American Express Financial Advisors Experience September 1993 - July 1998
Job Consultant at Home Health Care Marketing
Industry Hospital & Health Care
Experience
Home Health Care Marketing January 2006 - Present
EMD Serono November 2003 - August 2006
Takeda Pharmaceuticals July 1999 - November 2003
Bayer July 1998 - July 1999
American Express Financial Advisors September 1993 - July 1998
Skills
Sales, Marketing, Sales Management, New Business Development, Product Marketing, Marketing Strategy, Business Development, Account Management, Competitive Analysis, Product Development, Contract Negotiation, B2B, Strategic Planning, Negotiation, Social Networking, Advertising, Business Strategy, Coaching, Budgets, Social Media
Education
Michigan State University 1988 — 1993
Home Health Care Marketing January 2006 - Present
EMD Serono November 2003 - August 2006
Takeda Pharmaceuticals July 1999 - November 2003
Bayer July 1998 - July 1999
American Express Financial Advisors September 1993 - July 1998
Skills
Sales, Marketing, Sales Management, New Business Development, Product Marketing, Marketing Strategy, Business Development, Account Management, Competitive Analysis, Product Development, Contract Negotiation, B2B, Strategic Planning, Negotiation, Social Networking, Advertising, Business Strategy, Coaching, Budgets, Social Media
Education
Michigan State University 1988 — 1993
Brad Dirksen Brad Dirksen's American Express Financial Advisors Experience May 1998 - October 2000
Job Regional Vice President at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions May 2015 - Present
The Retirement Advantage, Inc. June 2008 - April 2015
OptumHealth January 2007 - April 2008
Ameriprise Financial October 2000 - January 2007
American Express Financial Advisors May 1998 - October 2000
Principal Financial Group 1995 - 1998
Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Management
Forest City High School
Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting
CUNA Mutual Retirement Solutions May 2015 - Present
The Retirement Advantage, Inc. June 2008 - April 2015
OptumHealth January 2007 - April 2008
Ameriprise Financial October 2000 - January 2007
American Express Financial Advisors May 1998 - October 2000
Principal Financial Group 1995 - 1998
Skills
401k, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Business Analysis, Retirement, New Business Development, Defined Benefit, ERISA, Project Management, Team Building, Process Improvement, Business Planning, Risk Management, Qualified Retirement..., Analysis, Negotiation, Coaching, Financial Analysis, Strategy, Customer Service, Product Management
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Management
Forest City High School
Minnesota State University, Mankato
BS, Finance, Real Estate, Insurance, Accounting
Amy Slinker Amy Slinker's American Express Financial Advisors Experience 1995 - 1996
Job Corporate QA/Education Coordinator at Community EMS
Industry Hospital & Health Care
Experience
Community EMS 1998 - Present
American Express Financial Advisors 1995 - 1996
Skills
Certified Ambulance..., Paramedic, Quality Assurance, Project Management, Healthcare, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Clinical Research, Training, Emergency Management, EMS, EMS Management, Lean Thinking, Lean Transformation, Lean Management, Telemedicine
Education
Mott Community College
Community EMS 1998 - Present
American Express Financial Advisors 1995 - 1996
Skills
Certified Ambulance..., Paramedic, Quality Assurance, Project Management, Healthcare, Hospitals, Healthcare Management, Process Improvement, Healthcare Information..., Clinical Research, Training, Emergency Management, EMS, EMS Management, Lean Thinking, Lean Transformation, Lean Management, Telemedicine
Education
Mott Community College
Amy Yaryan Cole, CFP®, CRPC®, MBA Amy Yaryan Cole, CFP®, CRPC®, MBA's American Express Financial Advisors Experience February 1997 - May 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Penney, Murray & Associates, Ameriprise Financial February 2002 - Present
American Express Financial Advisors February 1997 - May 2002
Skills
Financial Planning
Education
Missouri State University 2000 — 2002
MBA
University of Arkansas at Fayetteville 1992 — 1996
Bachelor of Arts, Psychology and Communications
Penney, Murray & Associates, Ameriprise Financial February 2002 - Present
American Express Financial Advisors February 1997 - May 2002
Skills
Financial Planning
Education
Missouri State University 2000 — 2002
MBA
University of Arkansas at Fayetteville 1992 — 1996
Bachelor of Arts, Psychology and Communications
Mike Metro Mike Metro's American Express Financial Advisors Experience September 1998 - May 2002
Job Certified Personal Trainer at TriPlanes Fitness
Industry Health, Wellness and Fitness
Experience
Tri-Planes Fitness January 2015 - Present
deepSEE Consulting March 2010 - November 2010
Wells Fargo Bank December 2008 - March 2010
Cision US, Inc December 2007 - December 2008
Herff Jones Photography Division November 2006 - December 2007
LSS Data Systems April 2006 - July 2006
Nilfisk-Advance July 2005 - April 2006
American Express Financial Advisors September 1998 - May 2002
Skills
Employee Relations, Recruiting, Training, Account Management, CRM, Human Resources, Sales, Employee Benefits, Coaching, Salesforce.com, Business Development, Customer Service, New Business Development
Education
Saint Paul College-A Community and Technical College 2014 — 2014
Certified Personal Trainer, Wellness Coach, and Nutrition Professional, Health and Physical Education/Fitness, 3.8
Winona State University 2002 — 2005
Bachelor of Arts Degree, Political Science
Minnesota State University, Mankato 1992 — 1997
Mankato West High School
Tri-Planes Fitness January 2015 - Present
deepSEE Consulting March 2010 - November 2010
Wells Fargo Bank December 2008 - March 2010
Cision US, Inc December 2007 - December 2008
Herff Jones Photography Division November 2006 - December 2007
LSS Data Systems April 2006 - July 2006
Nilfisk-Advance July 2005 - April 2006
American Express Financial Advisors September 1998 - May 2002
Skills
Employee Relations, Recruiting, Training, Account Management, CRM, Human Resources, Sales, Employee Benefits, Coaching, Salesforce.com, Business Development, Customer Service, New Business Development
Education
Saint Paul College-A Community and Technical College 2014 — 2014
Certified Personal Trainer, Wellness Coach, and Nutrition Professional, Health and Physical Education/Fitness, 3.8
Winona State University 2002 — 2005
Bachelor of Arts Degree, Political Science
Minnesota State University, Mankato 1992 — 1997
Mankato West High School
Jerry Kirk Jerry Kirk's American Express Financial Advisors Experience 1995 - 1996
Job Mutual Fund Administration
Industry Financial Services
Experience
Nationwide 2011 - Present
PNC Global Investment Servicing (now BNY Mellon) 1997 - 2009
American Express Financial Advisors 1995 - 1996
Radisson, Sheraton and Embassy Suites Hotels 1988 - 1995
US Army 1986 - 1988
Skills
FINRA Series 7, 24 and..., Mutual Funds, Process Improvement, Relationship Management, Transfer Agency, Operations Management, Fund Administration
Education
Temple University - Fox School of Business and Management 2005 — 2007
Executive MBA, Business Administration
Montreat College
BBA, Business Administration
Nationwide 2011 - Present
PNC Global Investment Servicing (now BNY Mellon) 1997 - 2009
American Express Financial Advisors 1995 - 1996
Radisson, Sheraton and Embassy Suites Hotels 1988 - 1995
US Army 1986 - 1988
Skills
FINRA Series 7, 24 and..., Mutual Funds, Process Improvement, Relationship Management, Transfer Agency, Operations Management, Fund Administration
Education
Temple University - Fox School of Business and Management 2005 — 2007
Executive MBA, Business Administration
Montreat College
BBA, Business Administration
Janet Hazen, MPH Janet Hazen, MPH's American Express Financial Advisors Experience January 2002 - August 2002
Job Marketing Manager at Greystar
Industry Real Estate
Experience
Greystar February 2015 - Present
Prometheus Real Estate Group September 2012 - September 2014
UDR September 2010 - September 2012
Stellar Management September 2009 - August 2010
SafetyMax Corporation June 2009 - September 2009
Western Athletic Club January 2009 - April 2009
Regus Group August 2006 - December 2008
Equinox 2006 - 2006
Club One August 2002 - December 2005
American Express Financial Advisors January 2002 - August 2002
Skills
Marketing, Lead Generation, CRM, Sales, Leadership, Team Building, Business Development, Strategy, Marketing Strategy, Management, Sales Management, Digital Marketing, Product Marketing, Start-ups, Negotiation, Entrepreneurship, Property Management, Real Estate, Strategic Planning, Social Media Marketing, Budgets, Customer Retention, Training, Recruiting, Operations Management, Contract Negotiation, Market Analysis, Competitive Analysis, Online Advertising, Business Planning, Salesforce.com, Online Marketing, Project Management, Social Media, Email Marketing, SEM, Sales Operations, SEO, Marketing Automation, Team Management, Program Management, Information Technology, Lead Scoring, Change Management, Demand Generation, Strategic Partnerships, Microsoft Office, Forecasting, Selling, Customer Satisfaction
Education
Stanford University 2009 — 2010
SCPM, Advanced Project Management
New York University 1992 — 1994
MPH, Health Education
University of California, Davis 1988 — 1992
BS, Biological Science
Pinewood School 1984 — 1988
Greystar February 2015 - Present
Prometheus Real Estate Group September 2012 - September 2014
UDR September 2010 - September 2012
Stellar Management September 2009 - August 2010
SafetyMax Corporation June 2009 - September 2009
Western Athletic Club January 2009 - April 2009
Regus Group August 2006 - December 2008
Equinox 2006 - 2006
Club One August 2002 - December 2005
American Express Financial Advisors January 2002 - August 2002
Skills
Marketing, Lead Generation, CRM, Sales, Leadership, Team Building, Business Development, Strategy, Marketing Strategy, Management, Sales Management, Digital Marketing, Product Marketing, Start-ups, Negotiation, Entrepreneurship, Property Management, Real Estate, Strategic Planning, Social Media Marketing, Budgets, Customer Retention, Training, Recruiting, Operations Management, Contract Negotiation, Market Analysis, Competitive Analysis, Online Advertising, Business Planning, Salesforce.com, Online Marketing, Project Management, Social Media, Email Marketing, SEM, Sales Operations, SEO, Marketing Automation, Team Management, Program Management, Information Technology, Lead Scoring, Change Management, Demand Generation, Strategic Partnerships, Microsoft Office, Forecasting, Selling, Customer Satisfaction
Education
Stanford University 2009 — 2010
SCPM, Advanced Project Management
New York University 1992 — 1994
MPH, Health Education
University of California, Davis 1988 — 1992
BS, Biological Science
Pinewood School 1984 — 1988
Karla Gappa's American Express Financial Advisors Experience May 1997 - March 1999
Job North America Pricer at Toshiba Corporation
Industry Retail
Experience
Toshiba Corporation July 2012 - Present
IBM October 2011 - July 2012
IBM March 2008 - October 2011
Self Employed Licensed Daycare January 1999 - March 2008
American Express Financial Advisors May 1997 - March 1999
Skills
Six Sigma, Process Improvement, Troubleshooting, Budgets, Forecasting, Pricing, Analysis, Project Management
Education
Minnesota State University, Mankato 1994 — 1996
Bachelor of Science (B.S.), Accounting and Finance
University of Wisconsin-River Falls 1992 — 1994
Associate's degree, General Studies
Toshiba Corporation July 2012 - Present
IBM October 2011 - July 2012
IBM March 2008 - October 2011
Self Employed Licensed Daycare January 1999 - March 2008
American Express Financial Advisors May 1997 - March 1999
Skills
Six Sigma, Process Improvement, Troubleshooting, Budgets, Forecasting, Pricing, Analysis, Project Management
Education
Minnesota State University, Mankato 1994 — 1996
Bachelor of Science (B.S.), Accounting and Finance
University of Wisconsin-River Falls 1992 — 1994
Associate's degree, General Studies
James Brignall's American Express Financial Advisors Experience April 2002 - July 2004
Job Chief Operating Officer at St.Pierre & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial September 2010 - Present
Chas' Sports Pub/Restaurant January 2008 - April 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial July 2004 - February 2006
American Express Financial Advisors April 2002 - July 2004
American Express Financial Advisors January 2000 - April 2002
American Express Financial Advisors February 1998 - January 2000
Education
Minnesota State University, Mankato 1990 — 1994
BA, Finance/Accounting
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial September 2010 - Present
Chas' Sports Pub/Restaurant January 2008 - April 2011
Ameriprise Financial February 2006 - November 2008
Ameriprise Financial July 2004 - February 2006
American Express Financial Advisors April 2002 - July 2004
American Express Financial Advisors January 2000 - April 2002
American Express Financial Advisors February 1998 - January 2000
Education
Minnesota State University, Mankato 1990 — 1994
BA, Finance/Accounting
Eric Lantto Eric Lantto's American Express Financial Advisors Experience 2003 - 2005
Job Program Manager at The PIC Group
Industry Automotive
Experience
The PIC Group August 2010 - Present
Lear Sigler Inc January 2007 - October 2009
American Express Financial Advisors 2003 - 2005
Skills
5S, Root Cause Analysis, 5 Why, Project Management, Automotive, Continuous Improvement, Management, PPAP, FMEA, APQP
Education
Michigan Technological University
Schoolcraft College
Associate's Degree, General Studies
The PIC Group August 2010 - Present
Lear Sigler Inc January 2007 - October 2009
American Express Financial Advisors 2003 - 2005
Skills
5S, Root Cause Analysis, 5 Why, Project Management, Automotive, Continuous Improvement, Management, PPAP, FMEA, APQP
Education
Michigan Technological University
Schoolcraft College
Associate's Degree, General Studies
Edward J Menghi Edward J Menghi's American Express Financial Advisors Experience July 2000 - June 2001
Job Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Katie Alves Johnson Katie Alves Johnson's American Express Financial Advisors Experience September 2000 - April 2003
Job Sr. Revenue Accountant at The Integer Group
Industry Marketing and Advertising
Experience
The Integer Group March 2014 - Present
Sony Electronics May 2007 - March 2014
LPL FINANCIAL SERVICES April 2003 - July 2005
American Express Financial Advisors September 2000 - April 2003
Skills
Process Improvement, Finance, Sarbanes-Oxley Act, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Investments, Forecasting, Corporate Finance, Financial Reporting, Financial Goals, Accounting, Risk Management, Budgets, Data Analysis, Variance Analysis, Analysis, Financial Planning, Management, Marketing
Education
National University 2010 — 2012
MBA, Financial Management
San Diego State University-California State University 1997 — 2000
BS, Finance
The Integer Group March 2014 - Present
Sony Electronics May 2007 - March 2014
LPL FINANCIAL SERVICES April 2003 - July 2005
American Express Financial Advisors September 2000 - April 2003
Skills
Process Improvement, Finance, Sarbanes-Oxley Act, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Investments, Forecasting, Corporate Finance, Financial Reporting, Financial Goals, Accounting, Risk Management, Budgets, Data Analysis, Variance Analysis, Analysis, Financial Planning, Management, Marketing
Education
National University 2010 — 2012
MBA, Financial Management
San Diego State University-California State University 1997 — 2000
BS, Finance
A. Michael Kuehn A. Michael Kuehn's American Express Financial Advisors Experience 2000 - 2003
Job Assistant Public Defender at Third District Public Defender
Industry Law Practice
Experience
Third District Public Defender June 2013 - Present
A. Michael Kuehn Law Firm November 2007 - June 2013
Ramsey County Public Defender November 2007 - June 2013
Indian Legal Assistance Program December 2006 - November 2007
American Express Financial Advisors 2000 - 2003
Education
William Mitchell College of Law 2003 — 2006
JD, Law
Muk-town
University of Minnesota-Twin Cities
Third District Public Defender June 2013 - Present
A. Michael Kuehn Law Firm November 2007 - June 2013
Ramsey County Public Defender November 2007 - June 2013
Indian Legal Assistance Program December 2006 - November 2007
American Express Financial Advisors 2000 - 2003
Education
William Mitchell College of Law 2003 — 2006
JD, Law
Muk-town
University of Minnesota-Twin Cities
Ed Taylor, CFP Ed Taylor, CFP's American Express Financial Advisors Experience November 1998 - October 2005
Job President at Taylor Financial
Industry Financial Services
Experience
Taylor Financial May 2008 - Present
Private Consulting November 2005 - May 2008
American Express Financial Advisors November 1998 - October 2005
Education
North Carolina State University 1982 — 1989
BA/MPA, Public Affairs
Arlington 1979 — 1982
Taylor Financial May 2008 - Present
Private Consulting November 2005 - May 2008
American Express Financial Advisors November 1998 - October 2005
Education
North Carolina State University 1982 — 1989
BA/MPA, Public Affairs
Arlington 1979 — 1982
Jason Jensen's American Express Financial Advisors Experience 2003 - 2004
Job Manager, Mail and Generics Programs, Consumer Solutions Group at Medco
Industry Marketing and Advertising
Experience
Medco December 2009 - Present
Citigroup December 2006 - December 2009
Chase Home Finance 2005 - 2006
Chase Manhattan Corporation 2004 - 2005
Chase Manhattan Corporation 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Vendor Management, Program Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Marketing Strategy, Product Marketing, Marketing Management, Direct Marketing, Change Management, Project Management, Cross-functional Team..., SDLC, CRM
Education
Muhlenberg College 1999 — 2003
BA
Oratory Preparatory High School 1995 — 1999
High School Diploma
Medco December 2009 - Present
Citigroup December 2006 - December 2009
Chase Home Finance 2005 - 2006
Chase Manhattan Corporation 2004 - 2005
Chase Manhattan Corporation 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Vendor Management, Program Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Marketing Strategy, Product Marketing, Marketing Management, Direct Marketing, Change Management, Project Management, Cross-functional Team..., SDLC, CRM
Education
Muhlenberg College 1999 — 2003
BA
Oratory Preparatory High School 1995 — 1999
High School Diploma
Moses Daniel Cedeno Moses Daniel Cedeno's American Express Financial Advisors Experience 1998 - 1999
Job Marketing Recruiter & Team Development, Sr. F.A. Consultant
Industry Management Consulting
Experience
County of San Bernardino, California September 2011 - Present
Crossroads Community Church January 2004 - January 2012
Commercial Lending Capital / Sr. Team Lead Supervisor April 2008 - January 2010
Infinite Quest Start Up Company Communication January 2007 - April 2008
WLG World Leadership Inc January 2000 - December 2007
New York Life Insurance Company January 1999 - March 2001
American Express Financial Advisors 1998 - 1999
Skills
Non-profits, Public Speaking, Team Building, Marketing, Management, Real Estate, Sales, Fundraising, Mentoring, Leadership, Recruiting, Training, Business Development, Leadership Development, Investments, Nonprofits, Time Management, New Business Development, Negotiation, Coaching, Community Outreach, Start-ups, Social Networking, Program Management, Small Business, Event Planning, Mergers & Acquisitions, Strategic Planning, Contract Negotiation
Education
Mt. San Antonio College 1982 — 1983
General Studies
Indian Valley College, Novato CA 1981 — 1982
General Studies
International Air Academy (Now known as The International Air and Hospitality Academy)
Ramp & Ticket Travel
County of San Bernardino, California September 2011 - Present
Crossroads Community Church January 2004 - January 2012
Commercial Lending Capital / Sr. Team Lead Supervisor April 2008 - January 2010
Infinite Quest Start Up Company Communication January 2007 - April 2008
WLG World Leadership Inc January 2000 - December 2007
New York Life Insurance Company January 1999 - March 2001
American Express Financial Advisors 1998 - 1999
Skills
Non-profits, Public Speaking, Team Building, Marketing, Management, Real Estate, Sales, Fundraising, Mentoring, Leadership, Recruiting, Training, Business Development, Leadership Development, Investments, Nonprofits, Time Management, New Business Development, Negotiation, Coaching, Community Outreach, Start-ups, Social Networking, Program Management, Small Business, Event Planning, Mergers & Acquisitions, Strategic Planning, Contract Negotiation
Education
Mt. San Antonio College 1982 — 1983
General Studies
Indian Valley College, Novato CA 1981 — 1982
General Studies
International Air Academy (Now known as The International Air and Hospitality Academy)
Ramp & Ticket Travel
Heather Philip Heather Philip's American Express Financial Advisors Experience January 2000 - January 2001
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
David DePauw David DePauw's American Express Financial Advisors Experience November 1999 - June 2002
Job Senior Accountant Central Controllership at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters April 2014 - Present
Thomson Reuters June 2012 - April 2014
Thomson Reuters June 2011 - June 2012
Delta Air Lines/Northwest Airlines April 2006 - September 2009
Target Commercial Interiors January 2005 - December 2005
Ajilon Finance Solutions September 2004 - January 2005
Sun Turf, Inc June 2002 - September 2004
American Express Financial Advisors November 1999 - June 2002
Rupp Industries 1994 - 1999
International Multifoods 1986 - 1987
Skills
General Ledger, Account Reconciliation, Accounting, Variance Analysis, Auditing, Accounts Payable, Accounts Receivable, Analysis, Banking, Budgets, Cash Flow, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Assets, Forecasting, GAAP, Human Resources, Hyperion Enterprise, Income Statement, Internal Audit, Internal Controls, Management, Managerial Finance, P, Payroll, Process Improvement, Project Planning, QuickBooks, Sarbanes-Oxley
Education
University of Saint Thomas 2010 — 2010
Opus College of Business - Mini MBA Certificate, Mini MBA
Minnesota State University, Mankato 1976 — 1980
Bachelor of Science, Accounting and Administrative Management (double major)
Slayton High School 1970 — 1974
High School diploma, High School/Secondary Diplomas and Certificates
Thomson Reuters April 2014 - Present
Thomson Reuters June 2012 - April 2014
Thomson Reuters June 2011 - June 2012
Delta Air Lines/Northwest Airlines April 2006 - September 2009
Target Commercial Interiors January 2005 - December 2005
Ajilon Finance Solutions September 2004 - January 2005
Sun Turf, Inc June 2002 - September 2004
American Express Financial Advisors November 1999 - June 2002
Rupp Industries 1994 - 1999
International Multifoods 1986 - 1987
Skills
General Ledger, Account Reconciliation, Accounting, Variance Analysis, Auditing, Accounts Payable, Accounts Receivable, Analysis, Banking, Budgets, Cash Flow, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Assets, Forecasting, GAAP, Human Resources, Hyperion Enterprise, Income Statement, Internal Audit, Internal Controls, Management, Managerial Finance, P, Payroll, Process Improvement, Project Planning, QuickBooks, Sarbanes-Oxley
Education
University of Saint Thomas 2010 — 2010
Opus College of Business - Mini MBA Certificate, Mini MBA
Minnesota State University, Mankato 1976 — 1980
Bachelor of Science, Accounting and Administrative Management (double major)
Slayton High School 1970 — 1974
High School diploma, High School/Secondary Diplomas and Certificates
Lisa Griebel, M.Ed., EQ-i® Expert Lisa Griebel, M.Ed., EQ-i® Expert's American Express Financial Advisors Experience 1984 - 1996
Job President at Crescendo Inc. | Emotional Intelligence Expert | EQ Assessment | EQ Training & Development
Industry Management Consulting
Experience
Crescendo Inc. March 1996 - Present
St. Mary's University January 2009 - May 2012
American Express 1984 - 1996
American Express Financial Advisors 1984 - 1996
Skills
Emotional Intelligence, Leadership Development, Organizational..., Executive Coaching, MBTI, Leadership, Training, Management, 360 Feedback, Coaching, Team Building, Change Management, Career Counseling, Workshop Facilitation, Public Speaking, Program Management, Instructional Design, Strategic Planning, Organizational..., Motivational Speaking, Staff Development, Conflict Resolution, Executive Development, Resume Writing, Employee Training, Succession Planning, Talent Management, Career Development, Consulting, Organizational..., Facilitation, Performance Management, Interviews, Culture Change, Organizational Design
Education
University of Minnesota-Twin Cities 1995 — 1999
M.Ed., Organization Development & Training
Millikin University 1974 — 1978
B.A., Communication, Education & Theatre
Crescendo Inc. March 1996 - Present
St. Mary's University January 2009 - May 2012
American Express 1984 - 1996
American Express Financial Advisors 1984 - 1996
Skills
Emotional Intelligence, Leadership Development, Organizational..., Executive Coaching, MBTI, Leadership, Training, Management, 360 Feedback, Coaching, Team Building, Change Management, Career Counseling, Workshop Facilitation, Public Speaking, Program Management, Instructional Design, Strategic Planning, Organizational..., Motivational Speaking, Staff Development, Conflict Resolution, Executive Development, Resume Writing, Employee Training, Succession Planning, Talent Management, Career Development, Consulting, Organizational..., Facilitation, Performance Management, Interviews, Culture Change, Organizational Design
Education
University of Minnesota-Twin Cities 1995 — 1999
M.Ed., Organization Development & Training
Millikin University 1974 — 1978
B.A., Communication, Education & Theatre
Rachel Dougherty's American Express Financial Advisors Experience February 2003 - January 2005
Job Citadel LLC
Industry Entertainment
Experience
Citadel LLC September 2014 - Present
Bass Performance Hall / Performing Arts Fort Worth March 2012 - January 2014
Bass Performance Hall / Performing Arts Fort Worth June 2011 - March 2012
Primary Cargiver August 2010 - December 2010
GuideStone Financial Resources January 2005 - July 2010
American Express Financial Advisors February 2003 - January 2005
Skills
Event Planning, Customer Service, Notary Public, Investments, Retirement Planning, Leadership, Event Management, Employee Benefits, Mutual Funds, Financial Services, Public Relations, Performing Arts, Theatre, Entertainment, Microsoft Office, Finance, Series 7, 401k, Analysis, Nonprofits, Account Management, Accounting
Education
Midwestern State University 2000 — 2002
Bachelor of Business Administration (BBA), Finance
University of North Texas 1998 — 1999
Citadel LLC September 2014 - Present
Bass Performance Hall / Performing Arts Fort Worth March 2012 - January 2014
Bass Performance Hall / Performing Arts Fort Worth June 2011 - March 2012
Primary Cargiver August 2010 - December 2010
GuideStone Financial Resources January 2005 - July 2010
American Express Financial Advisors February 2003 - January 2005
Skills
Event Planning, Customer Service, Notary Public, Investments, Retirement Planning, Leadership, Event Management, Employee Benefits, Mutual Funds, Financial Services, Public Relations, Performing Arts, Theatre, Entertainment, Microsoft Office, Finance, Series 7, 401k, Analysis, Nonprofits, Account Management, Accounting
Education
Midwestern State University 2000 — 2002
Bachelor of Business Administration (BBA), Finance
University of North Texas 1998 — 1999
Jason Crowl's American Express Financial Advisors Experience 1997 - 1999
Job CoOwner
Industry Arts and Crafts
Experience
Simon Says Stamp May 2011 - Present
Medtronic Sofamor Danek December 2004 - May 2011
Novartis 1999 - 2004
American Express Financial Advisors 1997 - 1999
C 1/3 ADA January 1990 - May 1992
Skills
Medical Devices, Spine, Hospitals, Healthcare, Sales Management, Sales, Social Media Marketing, Entrepreneurship, Small Business, Art, Paper, Strategic Planning, Sales Operations, Start-ups, Selling, Market Development, Customer Service, Management, New Business Development, Product Launch, Team Building
Education
Mount Vernon Nazarene University 1992 — 1996
B.A., Education
Simon Says Stamp May 2011 - Present
Medtronic Sofamor Danek December 2004 - May 2011
Novartis 1999 - 2004
American Express Financial Advisors 1997 - 1999
C 1/3 ADA January 1990 - May 1992
Skills
Medical Devices, Spine, Hospitals, Healthcare, Sales Management, Sales, Social Media Marketing, Entrepreneurship, Small Business, Art, Paper, Strategic Planning, Sales Operations, Start-ups, Selling, Market Development, Customer Service, Management, New Business Development, Product Launch, Team Building
Education
Mount Vernon Nazarene University 1992 — 1996
B.A., Education
Kelly F. Hudick's American Express Financial Advisors Experience February 1998 - September 2003
Job Attorney, Real Estate Broker, Entrepreneur
Industry Construction
Experience
Marathon Realty May 2013 - Present
Paul Davis Restoration of Greater St. Paul February 2013 - September 2015
CENTURY 21 MarketLink Realty October 2002 - May 2013
KPMG, LLP August 2011 - February 2013
KFH Consulting Inc via Genesis 10 September 2009 - July 2011
Siegel, Brill, Greupner, Duffy & Foster, P.A. May 2010 - November 2010
Accenture March 2005 - September 2009
American Express Financial Advisors February 1998 - September 2003
Skills
Accounting, Financial Analysis, Customer Service, Business Process Design, Requirements Gathering, Real Estate, Legal Research, Financial Reporting, Legal Writing, Excel, Income Tax, Microsoft Excel, Project Management, Analysis, Program Management, Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Strategy, Business Process..., Business Analysis, Marketing, Business Process
Education
William Mitchell College of Law 2007 — 2011
J.D., magna cum laude
University of St. Thomas 2002 — 2004
M.B.A.
University of Minnesota-Twin Cities 1996 — 2001
B.A., cum laude
Osceola High School 1992 — 1996
High school diploma
Marathon Realty May 2013 - Present
Paul Davis Restoration of Greater St. Paul February 2013 - September 2015
CENTURY 21 MarketLink Realty October 2002 - May 2013
KPMG, LLP August 2011 - February 2013
KFH Consulting Inc via Genesis 10 September 2009 - July 2011
Siegel, Brill, Greupner, Duffy & Foster, P.A. May 2010 - November 2010
Accenture March 2005 - September 2009
American Express Financial Advisors February 1998 - September 2003
Skills
Accounting, Financial Analysis, Customer Service, Business Process Design, Requirements Gathering, Real Estate, Legal Research, Financial Reporting, Legal Writing, Excel, Income Tax, Microsoft Excel, Project Management, Analysis, Program Management, Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Strategy, Business Process..., Business Analysis, Marketing, Business Process
Education
William Mitchell College of Law 2007 — 2011
J.D., magna cum laude
University of St. Thomas 2002 — 2004
M.B.A.
University of Minnesota-Twin Cities 1996 — 2001
B.A., cum laude
Osceola High School 1992 — 1996
High school diploma
Jerry Skalsky's American Express Financial Advisors Experience 1985 - 2006
Job Director of FeeBased Financial Planning Operations at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial Director of Advice Tool Support & Plan Production ServicesThrivent Financial for Lutherans2007 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2007
Ameriprise Financial 2003 - 2007
American Express Financial Advisors 1985 - 2006
Education
Minnesota State University, Mankato 1976 — 1981
Thrivent Financial Director of Advice Tool Support & Plan Production ServicesThrivent Financial for Lutherans2007 - Present
Ameriprise Financial Services, Inc. September 2002 - June 2007
Ameriprise Financial 2003 - 2007
American Express Financial Advisors 1985 - 2006
Education
Minnesota State University, Mankato 1976 — 1981
Hilary Denn's American Express Financial Advisors Experience May 2002 - October 2003
Job Human Resources Manager at Itron
Industry Human Resources
Experience
Itron December 2014 - Present
The Electronic Connection, LLC January 2006 - Present
Print Craft June 2014 - November 2014
Lifetouch Portrait Studios October 2012 - June 2014
Lifetouch National School Studios February 2006 - September 2012
Lifetouch Publishing Inc. October 2003 - February 2006
American Express Financial Advisors May 2002 - October 2003
Miracle-Ear, Inc. September 2001 - May 2002
Miracle-Ear, Inc. March 2000 - September 2001
Taylor Corporation March 1999 - March 2000
Skills
HRIS, Human Resources, Employee Relations, Employee Benefits, Benefits Administration, Performance Management, FMLA, Payroll, New Hire Orientations, Lawson HRIS, Background Checks, Onboarding, Talent Acquisition, Adobe Acrobat, PeopleSoft, Employment Law..., I-9 Compliance, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Access, Workers Compensation, Monarch, Visio, OSHA 10-Hour, CPR Certified, First Aid, Training, Recruiting
Education
University of St. Thomas - Opus College of Business
MBA/HRM, Masters of Business Administration in Human Resource Management
Minnesota State University, Mankato 1996 — 1999
Bachelor of Science, Management - Human Resources
Itron December 2014 - Present
The Electronic Connection, LLC January 2006 - Present
Print Craft June 2014 - November 2014
Lifetouch Portrait Studios October 2012 - June 2014
Lifetouch National School Studios February 2006 - September 2012
Lifetouch Publishing Inc. October 2003 - February 2006
American Express Financial Advisors May 2002 - October 2003
Miracle-Ear, Inc. September 2001 - May 2002
Miracle-Ear, Inc. March 2000 - September 2001
Taylor Corporation March 1999 - March 2000
Skills
HRIS, Human Resources, Employee Relations, Employee Benefits, Benefits Administration, Performance Management, FMLA, Payroll, New Hire Orientations, Lawson HRIS, Background Checks, Onboarding, Talent Acquisition, Adobe Acrobat, PeopleSoft, Employment Law..., I-9 Compliance, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Access, Workers Compensation, Monarch, Visio, OSHA 10-Hour, CPR Certified, First Aid, Training, Recruiting
Education
University of St. Thomas - Opus College of Business
MBA/HRM, Masters of Business Administration in Human Resource Management
Minnesota State University, Mankato 1996 — 1999
Bachelor of Science, Management - Human Resources
Tim Meehan's American Express Financial Advisors Experience 1995 - 2005
Job Vice President, Deputy General Counsel, Corporate Law at Thrivent Financial
Industry Legal Services
Experience
Thrivent Financial December 2014 - Present
Thrivent Financial for Lutherans 2012 - 2014
Thrivent Financial for Lutherans 2009 - 2012
Tim Meehan & Associates 2005 - 2009
American Express Financial Advisors 1995 - 2005
IDS Financial Services 1987 - 1995
Skills
Legal Writing, Management, Securities Regulation, Litigation, Contract Negotiation, Insurance Law, Arbitration, Employment Law, Litigation Management, Civil Litigation, Alternative Dispute..., Legal Compliance, Privacy Law
Education
William Mitchell College of Law 1981 — 1984
JD
University of Minnesota-Twin Cities
BS
Thrivent Financial December 2014 - Present
Thrivent Financial for Lutherans 2012 - 2014
Thrivent Financial for Lutherans 2009 - 2012
Tim Meehan & Associates 2005 - 2009
American Express Financial Advisors 1995 - 2005
IDS Financial Services 1987 - 1995
Skills
Legal Writing, Management, Securities Regulation, Litigation, Contract Negotiation, Insurance Law, Arbitration, Employment Law, Litigation Management, Civil Litigation, Alternative Dispute..., Legal Compliance, Privacy Law
Education
William Mitchell College of Law 1981 — 1984
JD
University of Minnesota-Twin Cities
BS
Brian Hoernemann's American Express Financial Advisors Experience August 2003 - June 2005
Job Treasury Analyst at Graco Inc.
Industry Machinery
Experience
Graco June 2008 - Present
GMAC ResCap July 2007 - June 2008
GMAC ResCap June 2005 - June 2007
American Express Financial Advisors August 2003 - June 2005
Skills
FX, Cash, Cash Flow, Forecasting, Investments, Funding, Corporate Treasury, Cash Flow Forecasting, ACH, Banking Relationships, Treasury Management, Liquidity, Cash Management, Wire, Money Market, Hedging, FX Options
Education
Minnesota State University, Moorhead 1987 — 1991
BS, Finance/Investments
Graco June 2008 - Present
GMAC ResCap July 2007 - June 2008
GMAC ResCap June 2005 - June 2007
American Express Financial Advisors August 2003 - June 2005
Skills
FX, Cash, Cash Flow, Forecasting, Investments, Funding, Corporate Treasury, Cash Flow Forecasting, ACH, Banking Relationships, Treasury Management, Liquidity, Cash Management, Wire, Money Market, Hedging, FX Options
Education
Minnesota State University, Moorhead 1987 — 1991
BS, Finance/Investments
Paul McDonough's American Express Financial Advisors Experience 1993 - 1999
Job Enterprise Shared Services/Procurement at Leidos
Industry Program Development
Experience
SAIC October 2008 - Present
Leidos 2008 - 2014
SunTrust Bank November 2003 - May 2008
SunTrust Bank June 2002 - November 2003
American Express June 1989 - April 2002
American Express Financial Advisors 1993 - 1999
American Express Financial Advisors 1986 - 1993
Turner Construction 1980 - 1982
The Austin Company 1980 - 1982
Harris Corporation 1978 - 1980
Skills
Strategic Sourcing, Process Improvement, Outsourcing, Vendor Management, Business Process, Integration, Program Management, Cross-functional Team..., Project Planning, Contract Negotiation, Business Transformation, Procurement, Strategy, Strategic Partnerships, Supply Chain Management, Sourcing, CRM, Contract Management, Leadership
Education
Middlebury College 1971 — 1976
SAIC October 2008 - Present
Leidos 2008 - 2014
SunTrust Bank November 2003 - May 2008
SunTrust Bank June 2002 - November 2003
American Express June 1989 - April 2002
American Express Financial Advisors 1993 - 1999
American Express Financial Advisors 1986 - 1993
Turner Construction 1980 - 1982
The Austin Company 1980 - 1982
Harris Corporation 1978 - 1980
Skills
Strategic Sourcing, Process Improvement, Outsourcing, Vendor Management, Business Process, Integration, Program Management, Cross-functional Team..., Project Planning, Contract Negotiation, Business Transformation, Procurement, Strategy, Strategic Partnerships, Supply Chain Management, Sourcing, CRM, Contract Management, Leadership
Education
Middlebury College 1971 — 1976
Andy Tofteland's American Express Financial Advisors Experience 1989 - 2005
Job Project Architect at Ameriprise Financial
Industry Computer Software
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1989 - 2005
Skills
SOA, SDLC, Visio, Enterprise Architecture, Architecture, Java, Application Architecture, Solution Architecture, Software Development, Integration, Requirements Analysis, Web Services, Software Project..., Data Warehousing, DB2, Data Modeling, Requirements Gathering, IT Strategy, UML, Architectures
Education
Minnesota State University, Moorhead 1981 — 1985
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1989 - 2005
Skills
SOA, SDLC, Visio, Enterprise Architecture, Architecture, Java, Application Architecture, Solution Architecture, Software Development, Integration, Requirements Analysis, Web Services, Software Project..., Data Warehousing, DB2, Data Modeling, Requirements Gathering, IT Strategy, UML, Architectures
Education
Minnesota State University, Moorhead 1981 — 1985
Rachel Brauer (Pawlowski)'s American Express Financial Advisors Experience 2001 - 2007
Job Stay at home mom
Industry Medical Practice
Experience
Brauer Family February 2015 - Present
E.P.S. Rehabilitation February 2014 - February 2015
E.P.S. Rehabilitation May 2007 - February 2015
Ameriprise Financial 2001 - 2007
American Express Financial Advisors 2001 - 2007
Skills
Microsoft Excel
Education
Moraine Valley Community College 1999 — 2001
Victor J. Andrew High School
Brauer Family February 2015 - Present
E.P.S. Rehabilitation February 2014 - February 2015
E.P.S. Rehabilitation May 2007 - February 2015
Ameriprise Financial 2001 - 2007
American Express Financial Advisors 2001 - 2007
Skills
Microsoft Excel
Education
Moraine Valley Community College 1999 — 2001
Victor J. Andrew High School
Thomas Sawyer, CFP®'s American Express Financial Advisors Experience 1999 - 2001
Job Director, Participant Engagement at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2008 - August 2014
AllianceBernstein July 2005 - September 2008
Ameriprise Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
The Newark Group 1993 - 1999
US Army 1986 - 1993
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement
Education
United States Military Academy at West Point 1982 — 1986
BS, Civil Engineering
New York University 2010 — 2011
Certificate, Leadership and Organizational Development
Westbrook High School 1978 — 1982
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2008 - August 2014
AllianceBernstein July 2005 - September 2008
Ameriprise Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
The Newark Group 1993 - 1999
US Army 1986 - 1993
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement
Education
United States Military Academy at West Point 1982 — 1986
BS, Civil Engineering
New York University 2010 — 2011
Certificate, Leadership and Organizational Development
Westbrook High School 1978 — 1982
Marty Alterman's American Express Financial Advisors Experience 1994 - 2006
Job Website Tech Lead for Corporate Communications Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors April 2000 - Present
OpenText Core 2006 - September 2011
Ameriprise Financial April 2000 - May 2006
American Express Financial Advisors 1994 - 2006
American Express Brokerage 1994 - 2006
ACI Worldwide May 1988 - July 1992
Skills
Business Analysis, Web Services, Information Architecture, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Portals, IT Strategy, Agile Methodologies, Solution Architecture, Vendor Management, Business Architecture, Software Project..., Visio
Education
Pace University 1985 — 1988
Master of Science (M.S.), Information Technology
New York University 1968 — 1969
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Ameriprise Financial Advisors April 2000 - Present
OpenText Core 2006 - September 2011
Ameriprise Financial April 2000 - May 2006
American Express Financial Advisors 1994 - 2006
American Express Brokerage 1994 - 2006
ACI Worldwide May 1988 - July 1992
Skills
Business Analysis, Web Services, Information Architecture, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Portals, IT Strategy, Agile Methodologies, Solution Architecture, Vendor Management, Business Architecture, Software Project..., Visio
Education
Pace University 1985 — 1988
Master of Science (M.S.), Information Technology
New York University 1968 — 1969
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Scott Carruth's American Express Financial Advisors Experience November 2003 - December 2004
Job Product Manager at Sageworks, Inc.
Industry Computer Software
Experience
Sageworks, Inc. April 2010 - Present
Sageworks, Inc April 2005 - April 2010
American Express Financial Advisors November 2003 - December 2004
Skills
Salesforce.com, Strategic Financial..., Financial Analysis, Sales Process, Accounting, Lead Generation, Competitive Analysis, Strategic Planning, Forecasting, Program Management, SaaS, Investments, Cold Calling, Sales, Banking, Leadership, Sales Management, Finance, Business Development, Project Planning, Management, Enterprise Software, Strategic Partnerships, Strategy, Start-ups
Education
North Carolina State University 1998 — 2003
BS, Finance
Sageworks, Inc. April 2010 - Present
Sageworks, Inc April 2005 - April 2010
American Express Financial Advisors November 2003 - December 2004
Skills
Salesforce.com, Strategic Financial..., Financial Analysis, Sales Process, Accounting, Lead Generation, Competitive Analysis, Strategic Planning, Forecasting, Program Management, SaaS, Investments, Cold Calling, Sales, Banking, Leadership, Sales Management, Finance, Business Development, Project Planning, Management, Enterprise Software, Strategic Partnerships, Strategy, Start-ups
Education
North Carolina State University 1998 — 2003
BS, Finance
Garrett Moretz's American Express Financial Advisors Experience January 2000 - June 2001
Job Owner/Principal at Moretz Wealth Management
Industry Financial Services
Experience
Moretz Wealth Management June 2001 - Present
American Express Financial Advisors January 2000 - June 2001
Skills
IRA's, Retirement Planning, Retirement, Estate Planning, Long Term Care, Wealth, Financial Planning, Savings, Investments, Insurance, Securities, Asset, Wealth Management, Investment Advisory, Asset Protection, Annuities, Asset Management, Portfolio Management, Strategic Financial..., Financial Advisory, Term Life Insurance, Fixed Annuities, Financial Planners, Finance, Long-term Care, IRAs, Universal Life, Mutual Funds, Disability Insurance, Life Insurance
Education
Montreat College 1997 — 2000
Moretz Wealth Management June 2001 - Present
American Express Financial Advisors January 2000 - June 2001
Skills
IRA's, Retirement Planning, Retirement, Estate Planning, Long Term Care, Wealth, Financial Planning, Savings, Investments, Insurance, Securities, Asset, Wealth Management, Investment Advisory, Asset Protection, Annuities, Asset Management, Portfolio Management, Strategic Financial..., Financial Advisory, Term Life Insurance, Fixed Annuities, Financial Planners, Finance, Long-term Care, IRAs, Universal Life, Mutual Funds, Disability Insurance, Life Insurance
Education
Montreat College 1997 — 2000
Mark Ciucci's American Express Financial Advisors Experience 1982 - 2002
Job SVP Advice at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
Patrick Fontana's American Express Financial Advisors Experience June 2000 - December 2001
Job Associate Portfolio Manager at Deer Park Road Corp
Industry Financial Services
Experience
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Deer Park Road Corp September 2013 - Present
TD Securities January 2009 - September 2013
Pursuit Partners June 2007 - September 2008
Fortis Investments November 2004 - May 2007
Etrade Financial January 2002 - November 2004
American Express Financial Advisors June 2000 - December 2001
Skills
Securitization, Structured Finance, ABS, CDO, CMBS, Bonds, Financial Structuring, Residential Mortgages, CLO, MBS, Subprime, CDS, Student Loans, Credit Derivatives, ABCP, S&P, Remortgages, Prime, Non-Conforming, Arms, Home Equity Loans, Home Equity Lines of..., Credit Cards, Equipment Finance
Education
North Carolina Wesleyan College 1996 — 2000
BS, Business Administration
North Carolina Wesleyan College 1996 — 2000
BA, Computer Information Systems
Staples High School 1990 — 1994
Fred Mandell PhD's American Express Financial Advisors Experience 1980 - 2001
Job CEO, The Global Institute for the Arts and Leadership
Industry Professional Training & Coaching
Experience
Fred Mandell Ph.D March 2001 - Present
Lennick Aberman Group 2001 - 2005
American Express Financial Advisors 1980 - 2001
Skills
Workshops, Leadership Development, Communication Training, Executive Coaching, Consulting, Personal Development, Leadership, Workshop Facilitation, Business Strategy, Training, Coaching, Teaching, Staff Development, Organizational..., Strategy, Performance Management, Executive Development, Succession Planning, Conflict Resolution, Entrepreneurship, MBTI, Emotional Intelligence, Business Coaching, Career Development, Change Management, Career Management, Career Counseling, 360 Feedback, Culture Change, Organizational..., Management Development, Organizational Design, Management Consulting, Life Coaching, Performance Improvement, Motivational Speaking, Career Assessment, Presentation Coaching, Lifestyle Coaching, Personal Branding, Training Delivery, Job Coaching, Resume Writing, Job Search Strategies, Outplacement, Retreats, NLP, Stress Management, Appreciative Inquiry, Job Search
Education
The University of Chicago 1965 — 1970
PhD, M.A., History
New York University 1961 — 1965
B.A., History
Fred Mandell Ph.D March 2001 - Present
Lennick Aberman Group 2001 - 2005
American Express Financial Advisors 1980 - 2001
Skills
Workshops, Leadership Development, Communication Training, Executive Coaching, Consulting, Personal Development, Leadership, Workshop Facilitation, Business Strategy, Training, Coaching, Teaching, Staff Development, Organizational..., Strategy, Performance Management, Executive Development, Succession Planning, Conflict Resolution, Entrepreneurship, MBTI, Emotional Intelligence, Business Coaching, Career Development, Change Management, Career Management, Career Counseling, 360 Feedback, Culture Change, Organizational..., Management Development, Organizational Design, Management Consulting, Life Coaching, Performance Improvement, Motivational Speaking, Career Assessment, Presentation Coaching, Lifestyle Coaching, Personal Branding, Training Delivery, Job Coaching, Resume Writing, Job Search Strategies, Outplacement, Retreats, NLP, Stress Management, Appreciative Inquiry, Job Search
Education
The University of Chicago 1965 — 1970
PhD, M.A., History
New York University 1961 — 1965
B.A., History
Bijal Shah NMSLR ID # 408793's American Express Financial Advisors Experience October 2002 - May 2004
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2010 - Present
Chase Home Finance May 2007 - April 2009
JPMORGAN CHASE BANK June 2004 - April 2007
American Express Financial Advisors October 2002 - May 2004
Skills
FHA, Mortgage Lending, Finance, Refinance, Mortgage Banking, Credit Analysis, Loans, Residential Mortgages, Loan Origination, Real Estate, Credit, Investments
Education
New Jersey Institute of Technology
M. S, Management
UNIVERSITY OF BOMBAY
B.S, Business Administration
R A Podar
Wells Fargo Home Mortgage May 2010 - Present
Chase Home Finance May 2007 - April 2009
JPMORGAN CHASE BANK June 2004 - April 2007
American Express Financial Advisors October 2002 - May 2004
Skills
FHA, Mortgage Lending, Finance, Refinance, Mortgage Banking, Credit Analysis, Loans, Residential Mortgages, Loan Origination, Real Estate, Credit, Investments
Education
New Jersey Institute of Technology
M. S, Management
UNIVERSITY OF BOMBAY
B.S, Business Administration
R A Podar
Dean Philbrick's American Express Financial Advisors Experience 1997 - 1998
Job at HD Supply, Inc.
Industry Human Resources
Experience
HD Supply, Inc. November 2009 - Present
Ricoh Americas Corporation 2005 - November 2009
Kelly Services 2004 - 2005
MassMutual Financial Group 2000 - 2004
A. H. Enterprises, Inc. 1999 - 2000
American Express Financial Advisors 1997 - 1998
Morgan Stanley 1996 - 1997
Amersham Biosciences 1986 - 1996
Skills
Employee Benefits, Finance, HRIS, Benefits Administration, Human Resources, Deferred Compensation
Education
Minnesota State University, Moorhead 1979 — 1984
B.A, Biology
HD Supply, Inc. November 2009 - Present
Ricoh Americas Corporation 2005 - November 2009
Kelly Services 2004 - 2005
MassMutual Financial Group 2000 - 2004
A. H. Enterprises, Inc. 1999 - 2000
American Express Financial Advisors 1997 - 1998
Morgan Stanley 1996 - 1997
Amersham Biosciences 1986 - 1996
Skills
Employee Benefits, Finance, HRIS, Benefits Administration, Human Resources, Deferred Compensation
Education
Minnesota State University, Moorhead 1979 — 1984
B.A, Biology
Roberto Yamanaka's American Express Financial Advisors Experience September 2004 - August 2005
Job
Industry Law Practice
Experience
AT&T August 2010 - Present
AT&T May 2009 - July 2009
Steelcase June 2008 - July 2008
Dickinson Wright PLLC May 2008 - July 2008
JPMorgan Chase August 2005 - July 2006
American Express Financial Advisors September 2004 - August 2005
Skills
Leadership, Cross-functional Team..., Process Improvement, Financial Analysis, Management, Program Management, Project Management, Legal Writing, Forecasting, Financial Modeling
Education
Michigan State University - The Eli Broad College of Business 2006 — 2010
MBA, Finance and Supply Chain
Michigan State University College of Law 2006 — 2010
Juris Doctor
Southwestern University 2000 — 2004
BA, Business & Spanish
AT&T August 2010 - Present
AT&T May 2009 - July 2009
Steelcase June 2008 - July 2008
Dickinson Wright PLLC May 2008 - July 2008
JPMorgan Chase August 2005 - July 2006
American Express Financial Advisors September 2004 - August 2005
Skills
Leadership, Cross-functional Team..., Process Improvement, Financial Analysis, Management, Program Management, Project Management, Legal Writing, Forecasting, Financial Modeling
Education
Michigan State University - The Eli Broad College of Business 2006 — 2010
MBA, Finance and Supply Chain
Michigan State University College of Law 2006 — 2010
Juris Doctor
Southwestern University 2000 — 2004
BA, Business & Spanish
Amy Erickson-Klump's American Express Financial Advisors Experience 1989 - 2003
Job Independent Investment Management Professional
Industry Investment Management
Experience
American Express Financial Advisors 1989 - 2003
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Series 7, Asset Management
Education
University of St. Thomas - Opus College of Business 1990 — 1993
MBA
Michigan State University 1980 — 1984
BA, Business
American Express Financial Advisors 1989 - 2003
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Series 7, Asset Management
Education
University of St. Thomas - Opus College of Business 1990 — 1993
MBA
Michigan State University 1980 — 1984
BA, Business
Rich Kidwell's American Express Financial Advisors Experience October 1991 - June 2000
Job ParaPlanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2000 - Present
American Express Financial Advisors October 1991 - June 2000
Skills
Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Financial Services, Insurance, Asset Management, Financial Analysis
Education
Michigan State University 1985 — 1989
BA, Business
Michigan State University 1985 — 1989
General Business Administration
Ameriprise Financial Services, Inc. 2000 - Present
American Express Financial Advisors October 1991 - June 2000
Skills
Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Financial Services, Insurance, Asset Management, Financial Analysis
Education
Michigan State University 1985 — 1989
BA, Business
Michigan State University 1985 — 1989
General Business Administration
Don McKinnon's American Express Financial Advisors Experience January 1996 - June 1999
Job Chief Compliance Officer at Dearborn Partners
Industry Financial Services
Experience
Dearborn Partners LLC April 2015 - Present
Balyasny Asset Management L.P. January 2011 - June 2014
Stark Investments January 2006 - September 2010
Deephaven Capital Management June 1999 - September 2005
American Express Financial Advisors January 1996 - June 1999
Skills
FINRA, Hedge Funds, Mutual Funds, SEC, AML, Investments, Corporate Law, Alternative Investments, Securities, Equities, Bloomberg, Fixed Income, Accounting, Asset Management, Options, Derivatives, Broker-Dealer, Series 7, Capital Markets, Private Equity, Trading, ETFs, FX Options, Investment Advisory, Equity Derivatives, Securities Regulation, Due Diligence, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2003
Juris Doctor
University of Minnesota-Twin Cities
Bachelor of Arts, History
Dearborn Partners LLC April 2015 - Present
Balyasny Asset Management L.P. January 2011 - June 2014
Stark Investments January 2006 - September 2010
Deephaven Capital Management June 1999 - September 2005
American Express Financial Advisors January 1996 - June 1999
Skills
FINRA, Hedge Funds, Mutual Funds, SEC, AML, Investments, Corporate Law, Alternative Investments, Securities, Equities, Bloomberg, Fixed Income, Accounting, Asset Management, Options, Derivatives, Broker-Dealer, Series 7, Capital Markets, Private Equity, Trading, ETFs, FX Options, Investment Advisory, Equity Derivatives, Securities Regulation, Due Diligence, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2003
Juris Doctor
University of Minnesota-Twin Cities
Bachelor of Arts, History
Dave Esch, PMP's American Express Financial Advisors Experience 1998 - 2001
Job at Michigan Basic Property Insurance Association
Industry Information Technology and Services
Experience
Michigan Basic Property Insurance Association July 2010 - Present
Michigan Basic Property Insurance Association February 2009 - June 2010
Insurity 2002 - December 2008
Omni Resources 1998 - 2001
American Express Financial Advisors 1998 - 2001
Andersen Consulting 1992 - 1998
Keane 1990 - 1992
Education
Michigan State University 1983 — 1988
BS, Computer Science
Michigan Basic Property Insurance Association July 2010 - Present
Michigan Basic Property Insurance Association February 2009 - June 2010
Insurity 2002 - December 2008
Omni Resources 1998 - 2001
American Express Financial Advisors 1998 - 2001
Andersen Consulting 1992 - 1998
Keane 1990 - 1992
Education
Michigan State University 1983 — 1988
BS, Computer Science
Aimee Turtzo's American Express Financial Advisors Experience October 2003 - April 2004
Job Audit Manager at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo March 2015 - Present
Wells Fargo July 2012 - Present
Time Warner Cable February 2011 - July 2012
Wachovia, A Wells Fargo Company January 2010 - February 2011
Wachovia, A Wells Fargo Company October 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - October 2008
Sound Financial Management April 2004 - May 2005
American Express Financial Advisors October 2003 - April 2004
Skills
Risk Management, Internal Audit, Auditing, Banking, Financial Risk, Internal Controls, Process Improvement, Risk Assessment, Data Analysis, Analysis, Access, Finance
Education
North Carolina State University 2001 — 2005
B.S. in Business, Finance Concentration
Wells Fargo March 2015 - Present
Wells Fargo July 2012 - Present
Time Warner Cable February 2011 - July 2012
Wachovia, A Wells Fargo Company January 2010 - February 2011
Wachovia, A Wells Fargo Company October 2008 - January 2010
Wachovia, A Wells Fargo Company June 2005 - October 2008
Sound Financial Management April 2004 - May 2005
American Express Financial Advisors October 2003 - April 2004
Skills
Risk Management, Internal Audit, Auditing, Banking, Financial Risk, Internal Controls, Process Improvement, Risk Assessment, Data Analysis, Analysis, Access, Finance
Education
North Carolina State University 2001 — 2005
B.S. in Business, Finance Concentration
Kay Bromelkamp's American Express Financial Advisors Experience 1987 - 2001
Job Contractor at Cleary Consulting
Industry Nonprofit Organization Management
Experience
Cleary Consulting October 2008 - Present
American Express Financial Advisors 1987 - 2001
People Express Airlines 1984 - 1987
Frito Lay 1982 - 1984
Education
Missouri State University
Cleary Consulting October 2008 - Present
American Express Financial Advisors 1987 - 2001
People Express Airlines 1984 - 1987
Frito Lay 1982 - 1984
Education
Missouri State University
Matt Binsfeld's American Express Financial Advisors Experience November 1999 - December 2001
Job Lending Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2009 - Present
Wells Fargo December 2001 - January 2009
American Express Financial Advisors November 1999 - December 2001
Skills
Sales Management, Selling, Mutual Funds, Portfolio Management, Securities, Cold Calling, Sales Operations, Sales Presentations, Mortgage Lending, Credit
Education
Minnesota State University, Mankato 1995 — 1999
Finance, Business
Wells Fargo Home Mortgage January 2009 - Present
Wells Fargo December 2001 - January 2009
American Express Financial Advisors November 1999 - December 2001
Skills
Sales Management, Selling, Mutual Funds, Portfolio Management, Securities, Cold Calling, Sales Operations, Sales Presentations, Mortgage Lending, Credit
Education
Minnesota State University, Mankato 1995 — 1999
Finance, Business
Heidi Harrell's American Express Financial Advisors Experience 2001 - 2005
Job Business Analyst at TEKsystems
Industry Financial Services
Experience
Prime Therapeutics November 2011 - May 2012
Ameriprise Financial June 2010 - June 2011
Wachovia/Wells Fargo March 2009 - August 2009
Digital River March 2008 - November 2008
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1991 - 1999
American Express Financial Advisors 1985 - 1991
Skills
Vendor Management, Six Sigma, Financial Services, Business Analysis, Analysis, Requirements Gathering, SDLC
Education
Minnesota State University, Mankato
B.S.
Prime Therapeutics November 2011 - May 2012
Ameriprise Financial June 2010 - June 2011
Wachovia/Wells Fargo March 2009 - August 2009
Digital River March 2008 - November 2008
Ameriprise Financial 2004 - 2007
American Express Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
American Express Financial Advisors 1991 - 1999
American Express Financial Advisors 1985 - 1991
Skills
Vendor Management, Six Sigma, Financial Services, Business Analysis, Analysis, Requirements Gathering, SDLC
Education
Minnesota State University, Mankato
B.S.
Ken Elkins's American Express Financial Advisors Experience May 1997 - January 1998
Job Accountant/Financial Consultant at W.R. Thompson, P.C.
Industry Accounting
Experience
South Lyon Chamber of Commerce January 2012 - Present
CaerusNet January 2009 - Present
W.R. Thompson, P.C. September 1999 - Present
K.H.I. Financial Services September 1999 - Present
Hantz Financial January 1998 - September 1999
American Express Financial Advisors May 1997 - January 1998
Skills
Retirement Planning, Tax, Accounting, Tax Preparation, Small Business, Financial Services, Corporate Tax, Income Tax, Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Planners, High Net Worth..., Series 7, Financial Advisory, Financial Statements, Finance, Management Consulting, Financial Planning
Education
Michigan State University 1993 — 1997
BA in Finance, Finance, Accounting
Henry Ford II High School 1989 — 1993
South Lyon Chamber of Commerce January 2012 - Present
CaerusNet January 2009 - Present
W.R. Thompson, P.C. September 1999 - Present
K.H.I. Financial Services September 1999 - Present
Hantz Financial January 1998 - September 1999
American Express Financial Advisors May 1997 - January 1998
Skills
Retirement Planning, Tax, Accounting, Tax Preparation, Small Business, Financial Services, Corporate Tax, Income Tax, Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Planners, High Net Worth..., Series 7, Financial Advisory, Financial Statements, Finance, Management Consulting, Financial Planning
Education
Michigan State University 1993 — 1997
BA in Finance, Finance, Accounting
Henry Ford II High School 1989 — 1993
David Jepsen's American Express Financial Advisors Experience June 1996 - February 1998
Job Partner Services at Homesite Insurance
Industry Insurance
Experience
Homesite Insurance October 2014 - Present
Beneficial Insurance November 2011 - October 2014
Rapo & Jepsen Insurance February 1998 - November 2011
American Express Financial Advisors June 1996 - February 1998
Skills
Property & Casualty..., Retirement Planning, Risk Management, Insurance, Commercial Insurance, Underwriting, Strategic Planning, Casualty Insurance
Education
Middlebury College
Homesite Insurance October 2014 - Present
Beneficial Insurance November 2011 - October 2014
Rapo & Jepsen Insurance February 1998 - November 2011
American Express Financial Advisors June 1996 - February 1998
Skills
Property & Casualty..., Retirement Planning, Risk Management, Insurance, Commercial Insurance, Underwriting, Strategic Planning, Casualty Insurance
Education
Middlebury College
Marc Kowalski, CFP's American Express Financial Advisors Experience November 1996 - February 2005
Job The Kowalski Team at Focus Financial Network, Inc.
Industry Financial Services
Experience
The Kowalski Team at Focus Financial Network, Inc. February 2005 - Present
American Express Financial Advisors November 1996 - February 2005
W.W.W. January 1993 - August 1996
Questa / Touch Media Corp. May 1993 - December 1994
Classroom Direct, Inc. December 1989 - July 1992
Control Data Corp. August 1987 - November 1989
Skills
Estate Planning, Retirement, Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Personal Finance, Financial Services, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Financial Planners, 401k, Long-term Care, Finance, Investment Strategies, Mutual Funds, Financial Goals, Securities, Financial Planning
Education
University of Minnesota-Duluth 1985 — 1986
Business/Corporate Communications
Normandale Community College 1987 — 1989
Economics
The Kowalski Team at Focus Financial Network, Inc. February 2005 - Present
American Express Financial Advisors November 1996 - February 2005
W.W.W. January 1993 - August 1996
Questa / Touch Media Corp. May 1993 - December 1994
Classroom Direct, Inc. December 1989 - July 1992
Control Data Corp. August 1987 - November 1989
Skills
Estate Planning, Retirement, Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Personal Finance, Financial Services, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Financial Planners, 401k, Long-term Care, Finance, Investment Strategies, Mutual Funds, Financial Goals, Securities, Financial Planning
Education
University of Minnesota-Duluth 1985 — 1986
Business/Corporate Communications
Normandale Community College 1987 — 1989
Economics
Dixie Carroll's American Express Financial Advisors Experience 2000 - 2003
Job Counsel at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial August 2014 - Present
Ameriprise Financial September 2008 - August 2014
Ameriprise Financial June 2004 - September 2008
American Express Financial Advisors 2000 - 2003
Ameriprise Financial 1996 - 1999
Skills
Legal Research, Series 7, Corporate Governance, Legal Writing, Securities Regulation, Leadership, Series 24, FINRA, Securities, Licensing, Corporate Law, Insurance, Insurance Law, Legal Compliance, Fixed Annuities, Variable Annuities, Broker-Dealer, Financial Services, Risk Management
Education
William Mitchell College of Law 1993 — 1997
JD, Law
Ameriprise Financial August 2014 - Present
Ameriprise Financial September 2008 - August 2014
Ameriprise Financial June 2004 - September 2008
American Express Financial Advisors 2000 - 2003
Ameriprise Financial 1996 - 1999
Skills
Legal Research, Series 7, Corporate Governance, Legal Writing, Securities Regulation, Leadership, Series 24, FINRA, Securities, Licensing, Corporate Law, Insurance, Insurance Law, Legal Compliance, Fixed Annuities, Variable Annuities, Broker-Dealer, Financial Services, Risk Management
Education
William Mitchell College of Law 1993 — 1997
JD, Law
Paul Wallerus's American Express Financial Advisors Experience 1994 - 2001
Job Owner at C&M Construction Consultants, Inc.
Industry Commercial Real Estate
Experience
C&M Construction Consultants June 2004 - Present
Wells Fargo Home Mortgage June 2001 - June 2004
American Express Financial Advisors 1994 - 2001
FBS Mortgage 1991 - 1994
Skills
Project Management, Contract Management, RFP, Auditing, Contract Negotiation, Budgets, Construction Management, Construction, Strategic Planning, MS Project, Process Scheduler, Negotiation, Microsoft Excel, Risk Management, Cost Benefit, Management
Education
Normandale Community College 1996 — 1998
Degree, Accounting
Normandale Community College
Degree, Hospitality Management
Completed Seminars
Certified Construction Auditor, June 2010
North Hennepin Community College
Construction Management Program
C&M Construction Consultants June 2004 - Present
Wells Fargo Home Mortgage June 2001 - June 2004
American Express Financial Advisors 1994 - 2001
FBS Mortgage 1991 - 1994
Skills
Project Management, Contract Management, RFP, Auditing, Contract Negotiation, Budgets, Construction Management, Construction, Strategic Planning, MS Project, Process Scheduler, Negotiation, Microsoft Excel, Risk Management, Cost Benefit, Management
Education
Normandale Community College 1996 — 1998
Degree, Accounting
Normandale Community College
Degree, Hospitality Management
Completed Seminars
Certified Construction Auditor, June 2010
North Hennepin Community College
Construction Management Program
Shelley Hatley's American Express Financial Advisors Experience May 1993 - May 1994
Job President at Unique Abilities
Industry Writing and Editing
Experience
Couch Hallum Financial Group, LLC May 1994 - Present
American Express Financial Advisors May 1993 - May 1994
Education
Midwestern State University 1984 — 1988
BBA, Marketing
Couch Hallum Financial Group, LLC May 1994 - Present
American Express Financial Advisors May 1993 - May 1994
Education
Midwestern State University 1984 — 1988
BBA, Marketing
Allison Baird's American Express Financial Advisors Experience January 2000 - August 2004
Job Sales Assistant/Registered Rep at First Tenessee Bank
Industry Financial Services
Experience
First Tenessee Bank August 2004 - Present
American Express Financial Advisors January 2000 - August 2004
WKRN News 2 May 1995 - January 2000
Skills
Series 7, Series 63, Life, Health and...
Education
Middle Tennessee State University
Bachelor of Science, Mass Communications
Western Kentucky University
First Tenessee Bank August 2004 - Present
American Express Financial Advisors January 2000 - August 2004
WKRN News 2 May 1995 - January 2000
Skills
Series 7, Series 63, Life, Health and...
Education
Middle Tennessee State University
Bachelor of Science, Mass Communications
Western Kentucky University
Allison Baird's American Express Financial Advisors Experience January 2000 - August 2004
Job Wealth Management Client Specialist/Registered Rep at FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors, Inc. August 2004 - Present
American Express Financial Advisors January 2000 - August 2004
WKRN News 2 May 1994 - January 2000
Education
Middle Tennessee State University
Bachelor of Applied Science (BASc), Mass Communications
Western Kentucky University
FTB Advisors, Inc. August 2004 - Present
American Express Financial Advisors January 2000 - August 2004
WKRN News 2 May 1994 - January 2000
Education
Middle Tennessee State University
Bachelor of Applied Science (BASc), Mass Communications
Western Kentucky University
Jorge Rodriguez, Esq.'s American Express Financial Advisors Experience 1997 - 1997
Job
Industry Education Management
Experience
New York Law School June 2013 - Present
New York Law School September 2012 - November 2012
The Gracia Law Group November 2009 - June 2010
MetLife 2004 - 2009
The Reserve Funds 2002 - 2004
WIDEX Hearing Aid Company 1998 - 2000
American Express Financial Advisors 1997 - 1997
Eastern Paralyzed Veterans Association 1992 - 1996
US Army 1987 - 1991
Skills
Insurance, Legal Research, Banking, Securities, Lotus Notes, Strategic Planning, Microsoft Office, Corporate Governance, Financial Analysis, Event Planning, Vendor Management, Immigration Law, Nonprofits, Legal Assistance
Education
New York Law School 2008 — 2012
J.D., Law
City University of New York-Baruch College - Zicklin School of Business 1999 — 2001
B.B.A., Investments
Queensborough Community College 1994 — 1996
A.S., Business Administration
New York Law School June 2013 - Present
New York Law School September 2012 - November 2012
The Gracia Law Group November 2009 - June 2010
MetLife 2004 - 2009
The Reserve Funds 2002 - 2004
WIDEX Hearing Aid Company 1998 - 2000
American Express Financial Advisors 1997 - 1997
Eastern Paralyzed Veterans Association 1992 - 1996
US Army 1987 - 1991
Skills
Insurance, Legal Research, Banking, Securities, Lotus Notes, Strategic Planning, Microsoft Office, Corporate Governance, Financial Analysis, Event Planning, Vendor Management, Immigration Law, Nonprofits, Legal Assistance
Education
New York Law School 2008 — 2012
J.D., Law
City University of New York-Baruch College - Zicklin School of Business 1999 — 2001
B.B.A., Investments
Queensborough Community College 1994 — 1996
A.S., Business Administration
John O'Connor CFP®'s American Express Financial Advisors Experience June 2000 - August 2003
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Thomas Wiltz's American Express Financial Advisors Experience June 1991 - December 1999
Job Financial Advisor at Platinum Capital Advisors
Industry Financial Services
Experience
Platinum Capital Advisors January 2000 - Present
Platinum Capital Advisors, PLLC 2011 - 2012
American Express Financial Advisors June 1991 - December 1999
Wiltz Law Firm January 1989 - June 1991
Skills
Retirement Planning, Fixed Annuities, Financial Services, Finance, Financial Advisory, Financial Planning, Securities, Whole Life Insurance, Term Life Insurance, Asset Management, Income for Life, Tax Free Retirement, Wealth Management, Wealth Preservation..., Wealth Transfer Planning, Real Estate Investment..., Alternative Investments, Variable Annuities, Indexed Annuities, Long Term Care Insurance, Saving for Education, 529 Plans, 401k Rollovers, Traditional IRA, SEP IRA, Roth IRA, Simple IRA, Investments, Stocks, Bonds, Mutual Funds, Retirement, Strategic Financial..., Insurance, Estate Planning, Wealth, Financial Planners, 401k, Life Insurance, Wealth Accumulation, Whole Life, IRAs
Education
University of Mississippi 1987 — 1990
Juris Doctorate, General Practice of Law
University of Southern Mississippi 1981 — 1983
Bachelor of Science (B.S.), Business Administration and Finance
Mississippi Gulf Coast Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Vancleave High School 1975 — 1979
Diploma Received May 1979
Platinum Capital Advisors January 2000 - Present
Platinum Capital Advisors, PLLC 2011 - 2012
American Express Financial Advisors June 1991 - December 1999
Wiltz Law Firm January 1989 - June 1991
Skills
Retirement Planning, Fixed Annuities, Financial Services, Finance, Financial Advisory, Financial Planning, Securities, Whole Life Insurance, Term Life Insurance, Asset Management, Income for Life, Tax Free Retirement, Wealth Management, Wealth Preservation..., Wealth Transfer Planning, Real Estate Investment..., Alternative Investments, Variable Annuities, Indexed Annuities, Long Term Care Insurance, Saving for Education, 529 Plans, 401k Rollovers, Traditional IRA, SEP IRA, Roth IRA, Simple IRA, Investments, Stocks, Bonds, Mutual Funds, Retirement, Strategic Financial..., Insurance, Estate Planning, Wealth, Financial Planners, 401k, Life Insurance, Wealth Accumulation, Whole Life, IRAs
Education
University of Mississippi 1987 — 1990
Juris Doctorate, General Practice of Law
University of Southern Mississippi 1981 — 1983
Bachelor of Science (B.S.), Business Administration and Finance
Mississippi Gulf Coast Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Vancleave High School 1975 — 1979
Diploma Received May 1979
Maria Selca Maher's American Express Financial Advisors Experience December 1999 - May 2001
Job Senior Product Manager and Business Developer
Industry Financial Services
Experience
Citi January 2011 - Present
JPMorgan Chase January 2003 - January 2010
JPMorgan Chase June 2001 - December 2002
American Express Financial Advisors December 1999 - May 2001
Education
New York University
Bachelor of Science, Marketing & Finance
Citi January 2011 - Present
JPMorgan Chase January 2003 - January 2010
JPMorgan Chase June 2001 - December 2002
American Express Financial Advisors December 1999 - May 2001
Education
New York University
Bachelor of Science, Marketing & Finance
Alan Hughes, ChFC's American Express Financial Advisors Experience October 1987 - April 1997
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 1997 - Present
American Express Financial Advisors October 1987 - April 1997
Education
The American College 1991 — 1993
Chartered Financial Consultant
North Carolina State University 1981 — 1985
Busines Management/Accounting
Raymond James April 1997 - Present
American Express Financial Advisors October 1987 - April 1997
Education
The American College 1991 — 1993
Chartered Financial Consultant
North Carolina State University 1981 — 1985
Busines Management/Accounting
Daniel A. Beach's American Express Financial Advisors Experience December 1996 - December 1998
Job US Citizen
Industry Education Management
Experience
Beach Financial Services 2001 - 2006
FedEx 1999 - 2000
American Express Financial Advisors December 1996 - December 1998
A-Square, Inc. September 1995 - August 1996
Skills
Project Management, Leadership Development, Logistics Planning &..., Weapons Trainer, Military Logistics, Army, Weapons, Command, Program Management, Leadership, Military Operations, Government, DoD, Operational Planning, Security Operations, Force Protection, Military Training, Training, Organizational..., Government Contracting, Afghanistan, Project Planning, Security, Military, Management, Homeland Security, Analysis, Tactics, Counterterrorism, National Security, Operations Management, Military Experience, Security Clearance, Counterinsurgency, Integration, Intelligence, Defense, Information Assurance, Logistics, Strategy, Combat, Top Secret, Interagency Coordination, Special Operations, Readiness
Education
Missouri Western State University 1990 — 1991
None, Business
University of Kansas 1990 — 1991
History
United States Military Academy at West Point 1980 — 1984
BS, General Engineering, Military History
Beach Financial Services 2001 - 2006
FedEx 1999 - 2000
American Express Financial Advisors December 1996 - December 1998
A-Square, Inc. September 1995 - August 1996
Skills
Project Management, Leadership Development, Logistics Planning &..., Weapons Trainer, Military Logistics, Army, Weapons, Command, Program Management, Leadership, Military Operations, Government, DoD, Operational Planning, Security Operations, Force Protection, Military Training, Training, Organizational..., Government Contracting, Afghanistan, Project Planning, Security, Military, Management, Homeland Security, Analysis, Tactics, Counterterrorism, National Security, Operations Management, Military Experience, Security Clearance, Counterinsurgency, Integration, Intelligence, Defense, Information Assurance, Logistics, Strategy, Combat, Top Secret, Interagency Coordination, Special Operations, Readiness
Education
Missouri Western State University 1990 — 1991
None, Business
University of Kansas 1990 — 1991
History
United States Military Academy at West Point 1980 — 1984
BS, General Engineering, Military History
Trevor Talbot's American Express Financial Advisors Experience March 2003 - June 2004
Job Associate Wealth Advisor at Hassell Wealth Management
Industry Investment Management
Experience
Hassell Wealth Management March 2006 - Present
Chase Investment Services June 2004 - March 2006
American Express Financial Advisors March 2003 - June 2004
Education
Nicholls State University
Hassell Wealth Management March 2006 - Present
Chase Investment Services June 2004 - March 2006
American Express Financial Advisors March 2003 - June 2004
Education
Nicholls State University
Barry Chaiken's American Express Financial Advisors Experience 1991 - 1994
Job CPA
Industry Broadcast Media
Experience
SELF EMPLOYED 1996 - Present
American Express Financial Advisors 1991 - 1994
WALTER OCCONELL, CPA 1987 - 1990
MOTTS SHOPRITE SUPERMARKETS 1985 - 1986
WMLB RADIO 1977 - 1984
TOWN OF OLD BRIDGE,NJ 1971 - 1977
AICPA 1970 - 1971
HURDMAN & CRANSTON 1967 - 1969
CBS Corporation 1964 - 1967
GENERAL ELECTRIC 1961 - 1964
Skills
Tax, Accounting, Internal Audit, QuickBooks, Auditing, CPA, Financial Reporting, Financial Accounting, Finance, Tax Returns, Account Reconciliation, GAAP, Internal Controls, Sarbanes-Oxley Act
Education
GENERAL ELECTRIC-SYRACUSE 1961 — 1962
Master of Business Administration (M.B.A.), Business Administration and Management, General, B
New York University 1956 — 1960
Bachelor's Degree, Accounting and Finance, B
SELF EMPLOYED 1996 - Present
American Express Financial Advisors 1991 - 1994
WALTER OCCONELL, CPA 1987 - 1990
MOTTS SHOPRITE SUPERMARKETS 1985 - 1986
WMLB RADIO 1977 - 1984
TOWN OF OLD BRIDGE,NJ 1971 - 1977
AICPA 1970 - 1971
HURDMAN & CRANSTON 1967 - 1969
CBS Corporation 1964 - 1967
GENERAL ELECTRIC 1961 - 1964
Skills
Tax, Accounting, Internal Audit, QuickBooks, Auditing, CPA, Financial Reporting, Financial Accounting, Finance, Tax Returns, Account Reconciliation, GAAP, Internal Controls, Sarbanes-Oxley Act
Education
GENERAL ELECTRIC-SYRACUSE 1961 — 1962
Master of Business Administration (M.B.A.), Business Administration and Management, General, B
New York University 1956 — 1960
Bachelor's Degree, Accounting and Finance, B
Sherry LePage's American Express Financial Advisors Experience August 2000 - February 2006
Job Experienced Financial Services and Customer Service Professional with an AAS Degree in Homeland Security
Industry Financial Services
Experience
Accurate Auto and Tire June 2010 - Present
Ameriprise Financial, Minneapolis, MN 2011 - 2012
Minneapolis Community and Technical College January 2010 - December 2011
Ameriprise Financial May 2009 - December 2009
Ameriprise Financial January 2007 - May 2009
Ameriprise Financial February 2006 - January 2007
Ameriprise Financial August 2004 - February 2006
American Express Financial Advisors August 2000 - February 2006
American Express Financial Advisors January 1998 - August 2000
Wells Fargo June 1997 - January 1998
Skills
Project Management, Leadership, Team Leadership, Analysis, Vendor Management, Strategic Planning, Visio, Risk Assessment, Project Portfolio..., Service Management, Customer Service, Customer Retention
Education
Minneapolis Community and Technical College 2010 — 2011
AAS Homeland Security, Homeland Security, 4.0
Accurate Auto and Tire June 2010 - Present
Ameriprise Financial, Minneapolis, MN 2011 - 2012
Minneapolis Community and Technical College January 2010 - December 2011
Ameriprise Financial May 2009 - December 2009
Ameriprise Financial January 2007 - May 2009
Ameriprise Financial February 2006 - January 2007
Ameriprise Financial August 2004 - February 2006
American Express Financial Advisors August 2000 - February 2006
American Express Financial Advisors January 1998 - August 2000
Wells Fargo June 1997 - January 1998
Skills
Project Management, Leadership, Team Leadership, Analysis, Vendor Management, Strategic Planning, Visio, Risk Assessment, Project Portfolio..., Service Management, Customer Service, Customer Retention
Education
Minneapolis Community and Technical College 2010 — 2011
AAS Homeland Security, Homeland Security, 4.0
Maggie Sanchez's American Express Financial Advisors Experience August 2012 - Present
Job financial analyst at American Express Financial Advisors
Industry Financial Services
Experience
American Express Financial Advisors August 2012 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments, Portfolio Management, Series 7, Mutual Funds, Asset Management, Finance, Equities, Asset Allocation, Retirement Planning
Education
NYU 2008 — 2012
Bachelor of Business Administration (B.B.A.)
American Express Financial Advisors August 2012 - Present
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments, Portfolio Management, Series 7, Mutual Funds, Asset Management, Finance, Equities, Asset Allocation, Retirement Planning
Education
NYU 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Doug Willingham's American Express Financial Advisors Experience 1999 - 2003
Job Equity Portfolio Manager at Capstone Asset Management Co.
Industry Financial Services
Experience
Capstone Asset Management Co. January 2013 - Present
Capstone Asset Management Co. September 2008 - Present
Steward Capital Advisors June 2005 - August 2008
AG Financial Services June 2003 - May 2005
American Express Financial Advisors 1999 - 2003
Skills
Portfolio Management, Asset Management, Equities, Investments, Finance, Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Securities, Investment Strategies
Education
Missouri State University
BS, Accounting
Capstone Asset Management Co. January 2013 - Present
Capstone Asset Management Co. September 2008 - Present
Steward Capital Advisors June 2005 - August 2008
AG Financial Services June 2003 - May 2005
American Express Financial Advisors 1999 - 2003
Skills
Portfolio Management, Asset Management, Equities, Investments, Finance, Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Securities, Investment Strategies
Education
Missouri State University
BS, Accounting
Tom Weis's American Express Financial Advisors Experience March 2001 - October 2004
Job AML Operations Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2013
Ameriprise Financial Services, Inc. October 2004 - January 2012
American Express Financial Advisors March 2001 - October 2004
Skills
Series 7, Equities, Securities, AML, KYC, Financial Risk, Risk Management, Financial Analysis, FINRA, Anti-fraud, Banking
Education
University of St. Thomas
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (J.D.)
Ameriprise Financial Services, Inc. October 2013 - Present
Ameriprise Financial Services, Inc. January 2012 - October 2013
Ameriprise Financial Services, Inc. October 2004 - January 2012
American Express Financial Advisors March 2001 - October 2004
Skills
Series 7, Equities, Securities, AML, KYC, Financial Risk, Risk Management, Financial Analysis, FINRA, Anti-fraud, Banking
Education
University of St. Thomas
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (J.D.)
Nicholas Jordal's American Express Financial Advisors Experience April 2004 - October 2005
Job Brokerage Operations Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard March 2011 - January 2013
Vanguard November 2008 - March 2011
Vanguard June 2006 - November 2008
American Express Financial Advisors April 2004 - October 2005
Skills
Series 24, Series 7, Series 66, Corporate Actions
Education
Moravian College 1998 — 2002
Bachelor’s Degree, Business Management
LaSalle College High School 1994 — 1998
2016 Level III Candidate in the CFA Program
Vanguard January 2013 - Present
Vanguard March 2011 - January 2013
Vanguard November 2008 - March 2011
Vanguard June 2006 - November 2008
American Express Financial Advisors April 2004 - October 2005
Skills
Series 24, Series 7, Series 66, Corporate Actions
Education
Moravian College 1998 — 2002
Bachelor’s Degree, Business Management
LaSalle College High School 1994 — 1998
2016 Level III Candidate in the CFA Program
Arlene Ward's American Express Financial Advisors Experience 1996 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Somerset Hills Education Foundation 2009 - Present
Blue Sky MLS, Inc. 2011 - 2013
The Junior League of Morristown, Inc. 2006 - 2007
Sagemark Consulting 2004 - 2006
The Junior League of Morristown, Inc. 2000 - 2002
Sagemark Consulting 1999 - 2002
American Express Financial Advisors 1996 - 1999
Dean Witter Reynolds Inc. 1995 - 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1989 - 1992
Skills
Certified Public..., Certified Financial..., Series 3, Series 7,...
Education
New York University
Masters of Business Administration, Finance, General
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Accounting, 3.5
Somerset Hills Education Foundation 2009 - Present
Blue Sky MLS, Inc. 2011 - 2013
The Junior League of Morristown, Inc. 2006 - 2007
Sagemark Consulting 2004 - 2006
The Junior League of Morristown, Inc. 2000 - 2002
Sagemark Consulting 1999 - 2002
American Express Financial Advisors 1996 - 1999
Dean Witter Reynolds Inc. 1995 - 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1989 - 1992
Skills
Certified Public..., Certified Financial..., Series 3, Series 7,...
Education
New York University
Masters of Business Administration, Finance, General
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Accounting, 3.5
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.