American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
Brian Booker, CLTC Brian Booker, CLTC's American Express Financial Advisors Experience October 2001 - August 2003
Job Managing Director/Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2003 - Present
Sportable 2014 - Present
Maymont Foundation 2007 - 2009
American Express Financial Advisors October 2001 - August 2003
Skills
Management, Development, Team Building, Relationships, Leadership, Recruiting, Business, Program Management, Fundraising, Time Management, Decision Making, Negotiation, Strategy, Coaching
Education
Randolph-Macon College 1997 — 2001
Northwestern Mutual Financial Network August 2003 - Present
Sportable 2014 - Present
Maymont Foundation 2007 - 2009
American Express Financial Advisors October 2001 - August 2003
Skills
Management, Development, Team Building, Relationships, Leadership, Recruiting, Business, Program Management, Fundraising, Time Management, Decision Making, Negotiation, Strategy, Coaching
Education
Randolph-Macon College 1997 — 2001
Samantha (Samantha Harris) Pace Samantha (Samantha Harris) Pace's American Express Financial Advisors Experience February 2004 - February 2005
Job Account Manager at eBay Enterprise
Industry Internet
Experience
eBay Enterprise May 2015 - Present
Atlas Party Rental May 2014 - May 2015
Vehicle Maintenance Program, Inc. August 2013 - April 2014
Arnold-Hanafin Corporation June 2010 - August 2013
Arnold-Hanafin Corporation April 2009 - June 2010
Hunter Hollis August 2007 - March 2009
Kelly Services February 2006 - August 2007
E.R. Bradley's Saloon May 2005 - January 2006
American Express Financial Advisors February 2004 - February 2005
Skills
Leadership, Talent Acquisition, Recruiting, Contract Recruitment, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Staffing Services, Employee Relations, Executive Search, Temporary Staffing, Benefits Negotiation, Marketing, Screening, Employee Engagement, Screening Resumes, Staff Augmentation, Training, Customer Retention, Management, Applicant Tracking..., Coaching, Permanent Placement, Interviews, Temporary Placement, Human Resources, Time Management, Onboarding, Employee Training, Hiring
Education
University of South Florida 1999 — 2001
March of the Living 1998 — 1998
Palm Beach Community College 1998 — 1998
Religious, studies
Colonia High School 1996 — 1997
eBay Enterprise May 2015 - Present
Atlas Party Rental May 2014 - May 2015
Vehicle Maintenance Program, Inc. August 2013 - April 2014
Arnold-Hanafin Corporation June 2010 - August 2013
Arnold-Hanafin Corporation April 2009 - June 2010
Hunter Hollis August 2007 - March 2009
Kelly Services February 2006 - August 2007
E.R. Bradley's Saloon May 2005 - January 2006
American Express Financial Advisors February 2004 - February 2005
Skills
Leadership, Talent Acquisition, Recruiting, Contract Recruitment, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Staffing Services, Employee Relations, Executive Search, Temporary Staffing, Benefits Negotiation, Marketing, Screening, Employee Engagement, Screening Resumes, Staff Augmentation, Training, Customer Retention, Management, Applicant Tracking..., Coaching, Permanent Placement, Interviews, Temporary Placement, Human Resources, Time Management, Onboarding, Employee Training, Hiring
Education
University of South Florida 1999 — 2001
March of the Living 1998 — 1998
Palm Beach Community College 1998 — 1998
Religious, studies
Colonia High School 1996 — 1997
Joseph B. Samples III Joseph B. Samples III's American Express Financial Advisors Experience 1994 - 1997
Job Financial Advisor
Industry Financial Services
Experience
Samples and Young 2001 - Present
Genesis Finanicial Partners 1998 - 2001
American Express Financial Advisors 1994 - 1997
Skills
Retirement Planning, Retirement, Securities, Investments, Fixed Annuities, Investment Management, Insurance, Financial Services, Financial Advisory, IRAs, Strategic Financial..., Finance, Personal Finance, Variable Annuities, Financial Goals
Education
Northwood University 1990 — 1994
Business Administration, Business
Ferndale High School 1986 — 1990
Samples and Young 2001 - Present
Genesis Finanicial Partners 1998 - 2001
American Express Financial Advisors 1994 - 1997
Skills
Retirement Planning, Retirement, Securities, Investments, Fixed Annuities, Investment Management, Insurance, Financial Services, Financial Advisory, IRAs, Strategic Financial..., Finance, Personal Finance, Variable Annuities, Financial Goals
Education
Northwood University 1990 — 1994
Business Administration, Business
Ferndale High School 1986 — 1990
Niki Glanz's American Express Financial Advisors Experience 1996 - 1997
Job Crosscultural researcher/writer/presenter for popular media
Industry Research
Experience
Self-Employed 2008 - Present
Self-Employed 1998 - 2008
Columbia Futures Group 1997 - 1998
American Express Financial Advisors 1996 - 1997
Georgia Regents University 1989 - 1995
American Cooperative School 1982 - 1985
Self employed 1972 - 1982
National Textbook Company 1972 - 1973
Evanston Township High School 1969 - 1972
GlencoeJunior High School 1968 - 1969
Skills
Psychology, Qualitative Research, Curriculum Design, Staff Development, Teaching, Community Outreach, Organizational..., Leadership, Social Media, Interviews, Program Management
Education
University of Massachusetts, Amherst 1986 — 1989
Doctor of Education, Administration, Policy and Research
University of Pittsburgh 1966 — 1967
Master of Education, Statistics and Research Design
Northwestern University 1962 — 1966
Bachelor of Arts, Social Sciences; Secondary Education
Grosse Pointe High School 1959 — 1962
Diploma, College Prep
Self-Employed 2008 - Present
Self-Employed 1998 - 2008
Columbia Futures Group 1997 - 1998
American Express Financial Advisors 1996 - 1997
Georgia Regents University 1989 - 1995
American Cooperative School 1982 - 1985
Self employed 1972 - 1982
National Textbook Company 1972 - 1973
Evanston Township High School 1969 - 1972
GlencoeJunior High School 1968 - 1969
Skills
Psychology, Qualitative Research, Curriculum Design, Staff Development, Teaching, Community Outreach, Organizational..., Leadership, Social Media, Interviews, Program Management
Education
University of Massachusetts, Amherst 1986 — 1989
Doctor of Education, Administration, Policy and Research
University of Pittsburgh 1966 — 1967
Master of Education, Statistics and Research Design
Northwestern University 1962 — 1966
Bachelor of Arts, Social Sciences; Secondary Education
Grosse Pointe High School 1959 — 1962
Diploma, College Prep
Brittany Ann Severson Brittany Ann Severson's American Express Financial Advisors Experience 2000 - 2001
Job Management Professional
Industry Hospital & Health Care
Experience
North Texas Whole Health Wellness Center Manager, Healthcare AdministrationKaiser PermanenteMarch 2008 - January 2010
Mercedes-Benz Financial Services USA LLC 2001 - 2007
American Express Financial Advisors 2000 - 2001
Skills
Management, Process Improvement, Leadership, Workforce Development, Process Optimization, Quality Assurance, Building Relationships, Productivity, Financial Services, Workforce Management, Reporting & Analysis, Cost Reduction..., Compliance, Benefits Administration, Vendor Relationships, Healthcare Management, Customer Service..., Tactical Planning, Performance Metrics, Training, Standardization, Cross-functional Team..., Process Management, Result Oriented, Strategic Planning, Internal Audit, Technical Writing, Healthcare, Customer Service, Insurance, Finance, Financial Analysis
Education
Northwood University 1996 — 2000
Bachelor of Business Administration (B.B.A.), International Business Management
University of Phoenix
Master of Business Administration (M.B.A.), Accounting, 3.94 GPA
North Texas Whole Health Wellness Center Manager, Healthcare AdministrationKaiser PermanenteMarch 2008 - January 2010
Mercedes-Benz Financial Services USA LLC 2001 - 2007
American Express Financial Advisors 2000 - 2001
Skills
Management, Process Improvement, Leadership, Workforce Development, Process Optimization, Quality Assurance, Building Relationships, Productivity, Financial Services, Workforce Management, Reporting & Analysis, Cost Reduction..., Compliance, Benefits Administration, Vendor Relationships, Healthcare Management, Customer Service..., Tactical Planning, Performance Metrics, Training, Standardization, Cross-functional Team..., Process Management, Result Oriented, Strategic Planning, Internal Audit, Technical Writing, Healthcare, Customer Service, Insurance, Finance, Financial Analysis
Education
Northwood University 1996 — 2000
Bachelor of Business Administration (B.B.A.), International Business Management
University of Phoenix
Master of Business Administration (M.B.A.), Accounting, 3.94 GPA
Mark Holmertz Mark Holmertz's American Express Financial Advisors Experience April 1999 - April 2005
Job Financial Advisor at Integrys Wealth Advisors, LLC
Industry Financial Services
Experience
Inspirion Wealth Advisors November 2012 - Present
LPL Financial April 2005 - November 2012
American Express Financial Advisors April 1999 - April 2005
Trustmark Companies 1989 - 1999
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Securities, Asset Management
Education
North Park University 1985 — 1989
Bachelor of Arts (B.A.), Computer Science
Inspirion Wealth Advisors November 2012 - Present
LPL Financial April 2005 - November 2012
American Express Financial Advisors April 1999 - April 2005
Trustmark Companies 1989 - 1999
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Securities, Asset Management
Education
North Park University 1985 — 1989
Bachelor of Arts (B.A.), Computer Science
Bryan Halverson Bryan Halverson's American Express Financial Advisors Experience February 2004 - August 2004
Job Regional Vice President at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US January 2006 - Present
American Express Funds and Annuities August 2004 - December 2005
American Express Financial Advisors February 2004 - August 2004
Skills
Certified Financial..., Series 7, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Zephyr Style Advisor, Morningstar, Public Speaking, Marketing Budget..., Fusion, Richardson
Education
Oklahoma State University
Master of Science (M.S.)
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)
Columbia Threadneedle Investments, US January 2006 - Present
American Express Funds and Annuities August 2004 - December 2005
American Express Financial Advisors February 2004 - August 2004
Skills
Certified Financial..., Series 7, Series 63, Series 65, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce.com, Zephyr Style Advisor, Morningstar, Public Speaking, Marketing Budget..., Fusion, Richardson
Education
Oklahoma State University
Master of Science (M.S.)
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)
Lisa Hanson's American Express Financial Advisors Experience 1991 - 1996
Job Sr. Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial January 2007 - April 2012
American Cancer Society 2004 - 2008
Austin Mututal Insurance 2002 - 2007
The Hartford 2001 - 2002
American Express Financial Advisors 1991 - 1996
Skills
Recruiting, Performance Management, People Skills, Administrative..., Customer Service, Coordination, Entertainment, Events, Microsoft Office, Negotiation, Organization
Education
Lowthian College 1989 — 1992
Associate's degree, Interior Design
North Dakota State University 1986 — 1988
Interior Design
Ameriprise Financial Services, Inc. May 2012 - Present
Ameriprise Financial January 2007 - April 2012
American Cancer Society 2004 - 2008
Austin Mututal Insurance 2002 - 2007
The Hartford 2001 - 2002
American Express Financial Advisors 1991 - 1996
Skills
Recruiting, Performance Management, People Skills, Administrative..., Customer Service, Coordination, Entertainment, Events, Microsoft Office, Negotiation, Organization
Education
Lowthian College 1989 — 1992
Associate's degree, Interior Design
North Dakota State University 1986 — 1988
Interior Design
Chris Wachowiak's American Express Financial Advisors Experience April 1998 - September 1999
Job Entrepreneur, Promoter, Business Owner, and more
Industry Philanthropy
Experience
EntreFunding April 2011 - Present
Kryptonite (Live Music Club/Bar/Nightclub) September 2001 - Present
Studio Fyra February 2013 - November 2013
Zrii, The Original Amalaki (TM) June 2009 - February 2011
Gemini Sun Records July 2007 - April 2009
Commercial Property Team May 2006 - April 2008
Bacchus Wine Bar November 1999 - July 2001
American Express Financial Advisors April 1998 - September 1999
Skills
Start-ups, Promotions, Logistics, Niche Marketing, Small Business, Entrepreneur, Entrepreneurship, Event Planning, Advertising, Event Management, Public Relations, Purchasing, Inventory Management, Operations Management, Sponsorship, Press Releases, Market Planning, Strategic Planning, Publicity, Marketing Strategy, Trade Shows, Negotiation, Business Planning, Customer Service, Entertainment, Social Media Marketing, Social Media, Online Marketing, Advertising Sales, Team Building, Customer Relations, Public Speaking, New Business Development, Brand Development, Business Networking, Media Relations, Social Networking, Blogging, Coaching, Facebook, Business Strategy, Team Leadership, Mentoring, Special Events, Online Advertising, Business Development, Management, Sales, Marketing Communications, Email Marketing
Education
Northern Illinois University 1995 — 1997
BS, Business Administration
Rock Valley College 1993 — 1995
Associates, General
Boylan 1989 — 1993
EntreFunding April 2011 - Present
Kryptonite (Live Music Club/Bar/Nightclub) September 2001 - Present
Studio Fyra February 2013 - November 2013
Zrii, The Original Amalaki (TM) June 2009 - February 2011
Gemini Sun Records July 2007 - April 2009
Commercial Property Team May 2006 - April 2008
Bacchus Wine Bar November 1999 - July 2001
American Express Financial Advisors April 1998 - September 1999
Skills
Start-ups, Promotions, Logistics, Niche Marketing, Small Business, Entrepreneur, Entrepreneurship, Event Planning, Advertising, Event Management, Public Relations, Purchasing, Inventory Management, Operations Management, Sponsorship, Press Releases, Market Planning, Strategic Planning, Publicity, Marketing Strategy, Trade Shows, Negotiation, Business Planning, Customer Service, Entertainment, Social Media Marketing, Social Media, Online Marketing, Advertising Sales, Team Building, Customer Relations, Public Speaking, New Business Development, Brand Development, Business Networking, Media Relations, Social Networking, Blogging, Coaching, Facebook, Business Strategy, Team Leadership, Mentoring, Special Events, Online Advertising, Business Development, Management, Sales, Marketing Communications, Email Marketing
Education
Northern Illinois University 1995 — 1997
BS, Business Administration
Rock Valley College 1993 — 1995
Associates, General
Boylan 1989 — 1993
Brad Everhart's American Express Financial Advisors Experience 1998 - 1999
Job Marketing Consultant
Industry Marketing and Advertising
Experience
iHeartMedia/Clear Channel Broadcasting January 2005 - Present
Cumulus Broadcasting March 1999 - December 2004
American Express Financial Advisors 1998 - 1999
Skills
Radio, Advertising, Broadcast, Voice Acting, Radio Broadcasting, Advertising Sales, Media Planning, Integrated Marketing, Radio Advertising, Marketing, Social Media Marketing, Media Buying, Sales, Team Leadership, Employee Training, Budget Management, Customer Service, Copywriting, Small Business Marketing, Relationship Building, Team Management, Retail Marketing
Education
Ohio University 1989 — 1994
Bachelor of Science, Telecommunications
North Allegheny High School 1986 — 1989
HS, AP American History, AP European History
iHeartMedia/Clear Channel Broadcasting January 2005 - Present
Cumulus Broadcasting March 1999 - December 2004
American Express Financial Advisors 1998 - 1999
Skills
Radio, Advertising, Broadcast, Voice Acting, Radio Broadcasting, Advertising Sales, Media Planning, Integrated Marketing, Radio Advertising, Marketing, Social Media Marketing, Media Buying, Sales, Team Leadership, Employee Training, Budget Management, Customer Service, Copywriting, Small Business Marketing, Relationship Building, Team Management, Retail Marketing
Education
Ohio University 1989 — 1994
Bachelor of Science, Telecommunications
North Allegheny High School 1986 — 1989
HS, AP American History, AP European History
Chip Paris Chip Paris's American Express Financial Advisors Experience 1995 - 1999
Job Director, Client Management
Industry Food & Beverages
Experience
Acosta Foodservice January 2010 - Present
Odom's Tennessee Pride Sausage, Inc. November 2005 - February 2010
Unilever Bestfoods 1999 - 2005
American Express Financial Advisors 1995 - 1999
Skills
Sales Management, Food & Beverage, Food Service, Food, Key Account Development, Food Industry, Key Account Management, New Business Development, Forecasting, Sales Operations, Cross-functional Team..., Management, Sales
Education
Oklahoma State University 1988 — 1992
B.S., Hotel Restaurant Management
Acosta Foodservice January 2010 - Present
Odom's Tennessee Pride Sausage, Inc. November 2005 - February 2010
Unilever Bestfoods 1999 - 2005
American Express Financial Advisors 1995 - 1999
Skills
Sales Management, Food & Beverage, Food Service, Food, Key Account Development, Food Industry, Key Account Management, New Business Development, Forecasting, Sales Operations, Cross-functional Team..., Management, Sales
Education
Oklahoma State University 1988 — 1992
B.S., Hotel Restaurant Management
Keith Moody Keith Moody's American Express Financial Advisors Experience December 2001 - March 2002
Job Director, Analytics at Bridgestone Retail Operations
Industry Retail
Experience
Bridgestone Retail Operations April 2014 - Present
Credit First National Association (CFNA is the Private Label Credit Card Division of Bridgestone) April 2013 - April 2014
Credit First National Association July 2010 - April 2013
Credit First National Association October 2008 - July 2010
Credit First National Association April 2005 - October 2008
MBNA America Bank September 2002 - April 2005
Northwestern Mutual March 2002 - September 2002
American Express Financial Advisors December 2001 - March 2002
Skills
Banking, Analytics, Financial Modeling, Financial Analysis, Risk Management, Credit, Credit Risk, Forecasting, Data Analysis, SAS, Strategic Planning, Process Improvement, Budgets, Data Mining, Business Strategy, Leadership, Management, Corporate Strategy..., Business Decision Making, Strategy, Marketing, Finance
Education
Weatherhead School of Management at Case Western Reserve University 2008 — 2010
MBA, Leadership and Organization Development
Ohio University 1998 — 2001
BBA, Finance & Management Information Systems (MIS)
Bridgestone Retail Operations April 2014 - Present
Credit First National Association (CFNA is the Private Label Credit Card Division of Bridgestone) April 2013 - April 2014
Credit First National Association July 2010 - April 2013
Credit First National Association October 2008 - July 2010
Credit First National Association April 2005 - October 2008
MBNA America Bank September 2002 - April 2005
Northwestern Mutual March 2002 - September 2002
American Express Financial Advisors December 2001 - March 2002
Skills
Banking, Analytics, Financial Modeling, Financial Analysis, Risk Management, Credit, Credit Risk, Forecasting, Data Analysis, SAS, Strategic Planning, Process Improvement, Budgets, Data Mining, Business Strategy, Leadership, Management, Corporate Strategy..., Business Decision Making, Strategy, Marketing, Finance
Education
Weatherhead School of Management at Case Western Reserve University 2008 — 2010
MBA, Leadership and Organization Development
Ohio University 1998 — 2001
BBA, Finance & Management Information Systems (MIS)
Stephanie Wyse Mietz Stephanie Wyse Mietz's American Express Financial Advisors Experience January 1994 - March 1998
Job Researcher
Industry
Experience
United States Geological Survey June 2000 - June 2007
Wells Fargo Payroll Services October 1999 - May 2000
Norwest Investment Management and Trust March 1998 - September 1999
American Express Financial Advisors January 1994 - March 1998
Center for Resourceful Building Technology November 1992 - December 1993
William L. Clements Library, University of Michigan June 1988 - October 1992
Skills
Nonprofits
Education
Northern Arizona University 2000 — 2003
Master of Arts (M.A.), Rural Geography, 3.9 out of 4.0
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), History and Linguistics, 3.3 out of 4.0
United States Geological Survey June 2000 - June 2007
Wells Fargo Payroll Services October 1999 - May 2000
Norwest Investment Management and Trust March 1998 - September 1999
American Express Financial Advisors January 1994 - March 1998
Center for Resourceful Building Technology November 1992 - December 1993
William L. Clements Library, University of Michigan June 1988 - October 1992
Skills
Nonprofits
Education
Northern Arizona University 2000 — 2003
Master of Arts (M.A.), Rural Geography, 3.9 out of 4.0
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), History and Linguistics, 3.3 out of 4.0
MinFeng Chen MinFeng Chen's American Express Financial Advisors Experience January 1997 - October 1998
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
ELO Sportswear, LLC October 2006 - June 2008
Zaralo, LLC March 2004 - January 2005
Zaralo, LLC October 2002 - March 2004
Zaralo, LLC May 2002 - October 2002
Tuleh, LLC January 2001 - April 2002
American Express Financial Advisors January 1997 - October 1998
Skills
Translation
Education
Parsons School of Design 2000 — 2002
AAS, Fashion Design
University of Souther California 1994 — 1999
Bachelor of Science, Finance & International Economy
ELO Sportswear, LLC October 2006 - June 2008
Zaralo, LLC March 2004 - January 2005
Zaralo, LLC October 2002 - March 2004
Zaralo, LLC May 2002 - October 2002
Tuleh, LLC January 2001 - April 2002
American Express Financial Advisors January 1997 - October 1998
Skills
Translation
Education
Parsons School of Design 2000 — 2002
AAS, Fashion Design
University of Souther California 1994 — 1999
Bachelor of Science, Finance & International Economy
Gene Ka's American Express Financial Advisors Experience February 1991 - May 1996
Job Wealth Advisor, Lifetime CFO, Managing Partner
Industry Financial Services
Experience
Wealth Design, LLC June 1996 - Present
American Express Financial Advisors February 1991 - May 1996
Skills
Wealth Management, Investments, Asset Management, Estate Planning, Strategic Financial..., Financial Advisory, Retirement Planning, High Net Worth..., Wealth, Finance, Asset Allocation, Investment Advisory, Wealth Management..., Mutual Funds, Retirement, Alternative Investments, Series 63, Financial Planners, Investment Strategies, Series 7, Customer Service, Securities, IRAs, Investment Management
Education
Purdue University 1984 — 1987
Wealth Design, LLC June 1996 - Present
American Express Financial Advisors February 1991 - May 1996
Skills
Wealth Management, Investments, Asset Management, Estate Planning, Strategic Financial..., Financial Advisory, Retirement Planning, High Net Worth..., Wealth, Finance, Asset Allocation, Investment Advisory, Wealth Management..., Mutual Funds, Retirement, Alternative Investments, Series 63, Financial Planners, Investment Strategies, Series 7, Customer Service, Securities, IRAs, Investment Management
Education
Purdue University 1984 — 1987
Andrew Arigo Andrew Arigo's American Express Financial Advisors Experience 1997 - 1998
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
Eric Beitchman Eric Beitchman's American Express Financial Advisors Experience 2004 - 2005
Job Licensed Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Patrice Toler-Halen Patrice Toler-Halen's American Express Financial Advisors Experience April 1998 - May 2001
Job Child Care Coordinator St. Joseph's of the Lakes
Industry Education Management
Experience
St joesph's August 2002 - Present
American Express Financial Advisors April 1998 - May 2001
Ameriprise Financial Services, Inc. March 1983 - April 1998
Skills
Nonprofits, Teaching, Early Childhood..., Curriculum Design, Fundraising, Staff Development, Childcare, Program Development, Management, Community Outreach, Child Development, Customer Service, Microsoft Office, Process Improvement, Leadership, Event Planning, Public Speaking, Strategic Planning, Team Building, Leadership Development, Program Management
Education
North Hennepin Community College
St joesph's August 2002 - Present
American Express Financial Advisors April 1998 - May 2001
Ameriprise Financial Services, Inc. March 1983 - April 1998
Skills
Nonprofits, Teaching, Early Childhood..., Curriculum Design, Fundraising, Staff Development, Childcare, Program Development, Management, Community Outreach, Child Development, Customer Service, Microsoft Office, Process Improvement, Leadership, Event Planning, Public Speaking, Strategic Planning, Team Building, Leadership Development, Program Management
Education
North Hennepin Community College
Betsy Cole's American Express Financial Advisors Experience October 2001 - May 2005
Job Client Service Associate Wealth Management at Trutina Financial
Industry Financial Services
Experience
Trutina Financial November 2011 - Present
Randall S. Linde and Associates - Ameriprise Financial Services, Inc. June 2011 - November 2011
Wells Fargo Advisors January 2005 - September 2010
American Express Financial Advisors October 2001 - May 2005
Skills
MoneyGuidePro, Morningstar Workstation, Morningstar Direct, NaviPlan, NetX360, Schwab Institutional, Envision, Thomson InvestmentView, Portfolio Center, Mind Mapping, Junxure
Education
Pacific Lutheran University 1996 — 2000
Bachelor of Arts, Political Science and Environmental Studies
Washington State Life
Washington State Notary Public
Trutina Financial November 2011 - Present
Randall S. Linde and Associates - Ameriprise Financial Services, Inc. June 2011 - November 2011
Wells Fargo Advisors January 2005 - September 2010
American Express Financial Advisors October 2001 - May 2005
Skills
MoneyGuidePro, Morningstar Workstation, Morningstar Direct, NaviPlan, NetX360, Schwab Institutional, Envision, Thomson InvestmentView, Portfolio Center, Mind Mapping, Junxure
Education
Pacific Lutheran University 1996 — 2000
Bachelor of Arts, Political Science and Environmental Studies
Washington State Life
Washington State Notary Public
Peter Virok Peter Virok's American Express Financial Advisors Experience 1994 - 2005
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1988 - Present
American Express Financial Advisors 1994 - 2005
U. S. Coast Guard May 1980 - September 2000
Education
Penn State University 1976 — 1979
BS, Health, Physical Education and Recreation
Ameriprise Financial Services, Inc. October 1988 - Present
American Express Financial Advisors 1994 - 2005
U. S. Coast Guard May 1980 - September 2000
Education
Penn State University 1976 — 1979
BS, Health, Physical Education and Recreation
Steven M. Hill, CFM, RPA Steven M. Hill, CFM, RPA's American Express Financial Advisors Experience January 2003 - July 2003
Job Vice President and Senior Facility Manager at Transwestern
Industry Facilities Services
Experience
Transwestern October 2014 - Present
Texas Association of School Boards August 2010 - September 2014
State Bar of Texas September 2004 - August 2010
Foresters August 2003 - February 2004
American Express Financial Advisors January 2003 - July 2003
Motorola Solutions January 1990 - November 2002
Skills
Facilities Management, Property Management, Project Management, RFP Generation, Contract Negotiation, Contract Management, capital replacement..., Preventive Maintenance, CMMS, HVAC Controls, Security Management, Security Policy, Security Operations, Retention Management, Supervision, Management, Operating Budgets, Capital Budgeting, Department Budgeting, Budget Process, Budget Monitoring, Building Inspections, janitorial management, Space-planning, Space Management, Commercial Buildings, Commercial Real Estate, Lease Administration, Lease Negotiations, Property Maintenance, Policy Writing, Operations Management, Budgets, Tenant, Leadership, Space planning, Project Planning, Training, Process Improvement, Building Maintenance, HVAC, Negotiation, Real Estate, MS Project, Energy Conservation, Corporate Real Estate, Plumbing, Leases, Building Automation, Energy Management
Education
Texas A&M University-Commerce 2011 — 2012
Master of Business Administration (MBA), MBA
Park University 2009 — 2011
Bachelors of Science, Management/Computer Information Systems
Park University 2006 — 2009
Associates of Science, Management
Transwestern October 2014 - Present
Texas Association of School Boards August 2010 - September 2014
State Bar of Texas September 2004 - August 2010
Foresters August 2003 - February 2004
American Express Financial Advisors January 2003 - July 2003
Motorola Solutions January 1990 - November 2002
Skills
Facilities Management, Property Management, Project Management, RFP Generation, Contract Negotiation, Contract Management, capital replacement..., Preventive Maintenance, CMMS, HVAC Controls, Security Management, Security Policy, Security Operations, Retention Management, Supervision, Management, Operating Budgets, Capital Budgeting, Department Budgeting, Budget Process, Budget Monitoring, Building Inspections, janitorial management, Space-planning, Space Management, Commercial Buildings, Commercial Real Estate, Lease Administration, Lease Negotiations, Property Maintenance, Policy Writing, Operations Management, Budgets, Tenant, Leadership, Space planning, Project Planning, Training, Process Improvement, Building Maintenance, HVAC, Negotiation, Real Estate, MS Project, Energy Conservation, Corporate Real Estate, Plumbing, Leases, Building Automation, Energy Management
Education
Texas A&M University-Commerce 2011 — 2012
Master of Business Administration (MBA), MBA
Park University 2009 — 2011
Bachelors of Science, Management/Computer Information Systems
Park University 2006 — 2009
Associates of Science, Management
Kelly Montgomery Kelly Montgomery's American Express Financial Advisors Experience January 2003 - January 2005
Job Technical Sales Manager at Anpario,Inc.
Industry Farming
Experience
Anpario, inc October 2014 - Present
Olmix NA, Inc. September 2013 - 2014
Norsvin USA December 2011 - April 2013
Trouw Nutrition USA September 2007 - November 2011
Kent Feeds, Inc January 2005 - August 2007
American Express Financial Advisors January 2003 - January 2005
North American Nutrition Co October 1998 - January 2003
Genetipork USA, Inc March 1997 - October 1998
Vigortone Ag Products, Inc November 1993 - February 1997
Future Genetics, Inc June 1991 - November 1993
Skills
Forecasting, Management, Leadership, Veterinary, Animal Husbandry, Sales, Marketing, Farms, Animal Nutrition, Poultry, Agribusiness, Agriculture, Veterinary Medicine, Swine, Livestock, Dairy, Ingredients, Agronomy, Meat, Grain, Beef, Pigs, Sustainable Agriculture, Food Processing, Food Industry, Animal Feed, Animal Welfare, Food, Vaccines, Sales Operations, HACCP, Horses, Sheep, Animal Science, Horticulture
Education
North Dakota State University 1981 — 1986
Bachelor of Science, Animal Science
University of Minnesota-Crookston 1977 — 1980
Bachelor of Applied Science (BA), Animal Sciences
Anpario, inc October 2014 - Present
Olmix NA, Inc. September 2013 - 2014
Norsvin USA December 2011 - April 2013
Trouw Nutrition USA September 2007 - November 2011
Kent Feeds, Inc January 2005 - August 2007
American Express Financial Advisors January 2003 - January 2005
North American Nutrition Co October 1998 - January 2003
Genetipork USA, Inc March 1997 - October 1998
Vigortone Ag Products, Inc November 1993 - February 1997
Future Genetics, Inc June 1991 - November 1993
Skills
Forecasting, Management, Leadership, Veterinary, Animal Husbandry, Sales, Marketing, Farms, Animal Nutrition, Poultry, Agribusiness, Agriculture, Veterinary Medicine, Swine, Livestock, Dairy, Ingredients, Agronomy, Meat, Grain, Beef, Pigs, Sustainable Agriculture, Food Processing, Food Industry, Animal Feed, Animal Welfare, Food, Vaccines, Sales Operations, HACCP, Horses, Sheep, Animal Science, Horticulture
Education
North Dakota State University 1981 — 1986
Bachelor of Science, Animal Science
University of Minnesota-Crookston 1977 — 1980
Bachelor of Applied Science (BA), Animal Sciences
Christopher Shingler Christopher Shingler's American Express Financial Advisors Experience November 2003 - March 2004
Job Account Executive, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
HSBC Retail Banking and Wealth Management November 2007 - April 2010
KeyBank September 2005 - October 2007
JPMorgan Chase & Co. March 2004 - September 2005
American Express Financial Advisors November 2003 - March 2004
Skills
Financial Services, Investments, Banking, Wealth Management, Relationship Management, Retirement Planning, Financial Planning, Series 7, Retail Banking, Retirement, Life Insurance
Education
University of Utah - David Eccles School of Business 2005 — 2007
Master of Business Administration (MBA)
Penn State University 1997 — 2002
Bachelor of Science (B.S.), Major in Marketing, Minor in Insurance and Minor in Real Estate
Fidelity Investments April 2010 - Present
HSBC Retail Banking and Wealth Management November 2007 - April 2010
KeyBank September 2005 - October 2007
JPMorgan Chase & Co. March 2004 - September 2005
American Express Financial Advisors November 2003 - March 2004
Skills
Financial Services, Investments, Banking, Wealth Management, Relationship Management, Retirement Planning, Financial Planning, Series 7, Retail Banking, Retirement, Life Insurance
Education
University of Utah - David Eccles School of Business 2005 — 2007
Master of Business Administration (MBA)
Penn State University 1997 — 2002
Bachelor of Science (B.S.), Major in Marketing, Minor in Insurance and Minor in Real Estate
Crystal Matlock, CRPS® Crystal Matlock, CRPS®'s American Express Financial Advisors Experience August 1999 - July 2002
Job Director of Financial Planning at Clarendon Wealth Management
Industry Financial Services
Experience
Clarendon Wealth Management January 2012 - Present
Crystal Consulting October 2004 - December 2011
Edelman Financial July 2002 - July 2004
American Express Financial Advisors August 1999 - July 2002
Education
Radford University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Finance
Clarendon Wealth Management January 2012 - Present
Crystal Consulting October 2004 - December 2011
Edelman Financial July 2002 - July 2004
American Express Financial Advisors August 1999 - July 2002
Education
Radford University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Finance
Douglas Terrell Douglas Terrell's American Express Financial Advisors Experience April 2000 - April 2002
Job Administrative Management at Piper Jaffray & Co.
Industry Investment Management
Experience
Piper Jaffray & Co. July 2007 - Present
Piper Jaffray July 2004 - July 2006
American Express Financial Advisors April 2000 - April 2002
Skills
Management, Equity Research, Securities
Education
Northwestern College 2005 — 2007
Communication Theory
Piper Jaffray & Co. July 2007 - Present
Piper Jaffray July 2004 - July 2006
American Express Financial Advisors April 2000 - April 2002
Skills
Management, Equity Research, Securities
Education
Northwestern College 2005 — 2007
Communication Theory
John Beck, M.B.A.'s American Express Financial Advisors Experience 2003 - 2004
Job Sales Manager at Corporation Service Company
Industry Legal Services
Experience
Corporation Service Company 2013 - Present
Corporation Service Company 2011 - 2013
Corporation Service Company 2004 - 2011
American Express Financial Advisors 2003 - 2004
Telerep 2002 - 2003
Skills
Salesforce.com, Sales, Sales Process, Lead Generation, Account Management, New Business Development, SaaS, Contract Negotiation, Selling, Direct Sales, Solution Selling, Strategic Partnerships, B2B, Customer Retention, CRM, Business Development, Competitive Analysis, Sales Management, Guerrilla Marketing, Marketing Strategy, Email Marketing, Management Consulting, Corporate Finance, Series 7, Professional Services, Sales Operations, Online Marketing, Start-ups, Direct Marketing, Customer Acquisition, E-commerce, Company Valuation, Personal Financial..., Options Strategies, Value Investing, Series 66, Media Sales, Management, Peak Performance..., Gamification
Education
West Chester University of Pennsylvania 2008 — 2011
MBA
Penn State University 1998 — 2002
BS, Marketing
Great Valley High School 1994 — 1998
Corporation Service Company 2013 - Present
Corporation Service Company 2011 - 2013
Corporation Service Company 2004 - 2011
American Express Financial Advisors 2003 - 2004
Telerep 2002 - 2003
Skills
Salesforce.com, Sales, Sales Process, Lead Generation, Account Management, New Business Development, SaaS, Contract Negotiation, Selling, Direct Sales, Solution Selling, Strategic Partnerships, B2B, Customer Retention, CRM, Business Development, Competitive Analysis, Sales Management, Guerrilla Marketing, Marketing Strategy, Email Marketing, Management Consulting, Corporate Finance, Series 7, Professional Services, Sales Operations, Online Marketing, Start-ups, Direct Marketing, Customer Acquisition, E-commerce, Company Valuation, Personal Financial..., Options Strategies, Value Investing, Series 66, Media Sales, Management, Peak Performance..., Gamification
Education
West Chester University of Pennsylvania 2008 — 2011
MBA
Penn State University 1998 — 2002
BS, Marketing
Great Valley High School 1994 — 1998
Karen Yashar Karen Yashar's American Express Financial Advisors Experience 1997 - 2002
Job Director of Community Impact at the Minneapolis Jewish Federation
Industry Philanthropy
Experience
Minneapolis Jewish Federation November 2012 - Present
Mount Sinai Community Foundation 2007 - Present
First Twin Cities Jewish Eco Summit September 2010 - February 2011
Adath Jeshurun Congregation 2007 - 2011
Talmud Torah of Mineapolis 2007 - 2008
Piper Jaffray 2004 - 2005
Piper Jaffray 2003 - 2004
American Express Financial Advisors 1997 - 2002
Winthrop & Weinstine 1994 - 1996
Vargas & Associates 1993 - 1994
Skills
Analytical Skills, Persuasive Communication, Problem Solving, Employee Management, Group Presentations, Project Management, Leadership, Listening Skills, Negotiation, Mediation, Document Drafting, Meeting Management, Due Diligence, Legal Research, Securities Law, Corporate Law, Fundraising, Volunteer Management, Volunteer Recruiting, Volunteer Training, Communication, Editing, Employee Training, Drafting Business..., Legal Advocacy, Government Relations, Writing, Compliance, Change Management, Cross-Organization..., Close Attention to...
Education
Northwestern University 1989 — 1992
J.D., Law
Yale University 1983 — 1987
B.A., History
Minneapolis Jewish Federation November 2012 - Present
Mount Sinai Community Foundation 2007 - Present
First Twin Cities Jewish Eco Summit September 2010 - February 2011
Adath Jeshurun Congregation 2007 - 2011
Talmud Torah of Mineapolis 2007 - 2008
Piper Jaffray 2004 - 2005
Piper Jaffray 2003 - 2004
American Express Financial Advisors 1997 - 2002
Winthrop & Weinstine 1994 - 1996
Vargas & Associates 1993 - 1994
Skills
Analytical Skills, Persuasive Communication, Problem Solving, Employee Management, Group Presentations, Project Management, Leadership, Listening Skills, Negotiation, Mediation, Document Drafting, Meeting Management, Due Diligence, Legal Research, Securities Law, Corporate Law, Fundraising, Volunteer Management, Volunteer Recruiting, Volunteer Training, Communication, Editing, Employee Training, Drafting Business..., Legal Advocacy, Government Relations, Writing, Compliance, Change Management, Cross-Organization..., Close Attention to...
Education
Northwestern University 1989 — 1992
J.D., Law
Yale University 1983 — 1987
B.A., History
Martin Vegh Martin Vegh's American Express Financial Advisors Experience July 1994 - July 1998
Job Financial Services Professional
Industry Financial Services
Experience
World Group Securities December 2001 - February 2011
Web Street Securities July 1988 - August 2001
American Express Financial Advisors July 1994 - July 1998
Chicago Board of Trade- MidAmerica Commodity Exchange July 1994 - July 1998
Skills
Compliance/Supervision
Education
Northern Illinois University 1973 — 1975
MS, Counseling Psychology
World Group Securities December 2001 - February 2011
Web Street Securities July 1988 - August 2001
American Express Financial Advisors July 1994 - July 1998
Chicago Board of Trade- MidAmerica Commodity Exchange July 1994 - July 1998
Skills
Compliance/Supervision
Education
Northern Illinois University 1973 — 1975
MS, Counseling Psychology
Adam Rego Adam Rego's American Express Financial Advisors Experience March 2005 - May 2005
Job Crossfit Instructor at Pacific Personal Training/Crossfit Hillsboro
Industry Construction
Experience
Pacific Personal Training/Crossfit Hillsboro October 2010 - Present
SUBCOM Excavation & Utilities April 2007 - Present
First Technology Credit Union January 2006 - March 2007
Pizza Schimizza, Quarter Pie Inc November 2003 - June 2005
American Express Financial Advisors March 2005 - May 2005
Hillsboro Motorcycles Inc April 2002 - May 2003
Education
Portland State University 2004 — 2005
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Pacific Personal Training/Crossfit Hillsboro October 2010 - Present
SUBCOM Excavation & Utilities April 2007 - Present
First Technology Credit Union January 2006 - March 2007
Pizza Schimizza, Quarter Pie Inc November 2003 - June 2005
American Express Financial Advisors March 2005 - May 2005
Hillsboro Motorcycles Inc April 2002 - May 2003
Education
Portland State University 2004 — 2005
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; Finance
Brenda Bommarito Brenda Bommarito's American Express Financial Advisors Experience 2001 - 2004
Job Events Administrative Assistant at Woodside Bible Church
Industry Events Services
Experience
Woodside Bible Church February 2015 - Present
Romeo Community Schools March 2013 - May 2013
Armada Area Schools May 2011 - March 2013
PESG December 2010 - March 2013
Warren Consolidated School District May 2012 - June 2012
Armada Area Schools August 2010 - December 2010
American Express Financial Advisors 2001 - 2004
Skills
Teaching, Educational Leadership, Teacher Training, Event Planning, Language Arts, Higher Education, Curriculum Design, Teaching Skills, Teaching Experience, Teaching Writing, Education, Child Development, Early Childhood..., Working With Children, Education Management, Church Events, Church Administration, Church Services, Organization Of Events
Education
Oakland University 2011 — 2013
Master of Arts (M.A.), Teaching in Reading and Language Arts
Oakland University 2006 — 2010
Bachelor of Science (B.S.), Elementary Education and Teaching, 3.86
Woodside Bible Church February 2015 - Present
Romeo Community Schools March 2013 - May 2013
Armada Area Schools May 2011 - March 2013
PESG December 2010 - March 2013
Warren Consolidated School District May 2012 - June 2012
Armada Area Schools August 2010 - December 2010
American Express Financial Advisors 2001 - 2004
Skills
Teaching, Educational Leadership, Teacher Training, Event Planning, Language Arts, Higher Education, Curriculum Design, Teaching Skills, Teaching Experience, Teaching Writing, Education, Child Development, Early Childhood..., Working With Children, Education Management, Church Events, Church Administration, Church Services, Organization Of Events
Education
Oakland University 2011 — 2013
Master of Arts (M.A.), Teaching in Reading and Language Arts
Oakland University 2006 — 2010
Bachelor of Science (B.S.), Elementary Education and Teaching, 3.86
Lisa M Lynn, CFP®, MBA Lisa M Lynn, CFP®, MBA's American Express Financial Advisors Experience 2003 - 2005
Job Financial Advisor & Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2003 - Present
American Express Financial Advisors 2003 - 2005
Celestica September 1997 - March 2003
Merix Corporation September 1993 - August 1997
Education
Regis University 1997 — 2000
MBA, Business, Finance emphasis
Oregon State University 1988 — 1993
BS, Industrial Engineering
Ameriprise Financial Services, Inc. April 2003 - Present
American Express Financial Advisors 2003 - 2005
Celestica September 1997 - March 2003
Merix Corporation September 1993 - August 1997
Education
Regis University 1997 — 2000
MBA, Business, Finance emphasis
Oregon State University 1988 — 1993
BS, Industrial Engineering
Tiffany Ryan's American Express Financial Advisors Experience May 2000 - December 2001
Job AVP Business Intelligence & Analytics at The Hartford
Industry Financial Services
Experience
The Hartford October 2013 - Present
The Hartford March 2012 - October 2013
The Hartford February 2011 - March 2012
The Hartford April 2006 - February 2011
The Hartford November 2003 - April 2006
The Hartford December 2001 - November 2003
American Express Financial Advisors May 2000 - December 2001
Skills
Actuarial Science, Business Analysis, Financial Analysis, General Insurance, Insurance, Microsoft Excel, Pricing, Product Management, Team Leadership, Underwriting, Management, Analysis, Process Improvement, Strategy
Education
Quinnipiac University 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University 1996 — 2000
Bachelor's degree, Finance and Computer Science
The Hartford October 2013 - Present
The Hartford March 2012 - October 2013
The Hartford February 2011 - March 2012
The Hartford April 2006 - February 2011
The Hartford November 2003 - April 2006
The Hartford December 2001 - November 2003
American Express Financial Advisors May 2000 - December 2001
Skills
Actuarial Science, Business Analysis, Financial Analysis, General Insurance, Insurance, Microsoft Excel, Pricing, Product Management, Team Leadership, Underwriting, Management, Analysis, Process Improvement, Strategy
Education
Quinnipiac University 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University 1996 — 2000
Bachelor's degree, Finance and Computer Science
Suzanne Laing, CPA Suzanne Laing, CPA's American Express Financial Advisors Experience August 1986 - July 2004
Job Data & Financial Analyst at Thomson Reuters | Excel Expert | Creating & Analyzing Dashboards | Automating Reporting
Industry Financial Services
Experience
Thomson Reuters 2009 - Present
GMAC ResCap 2007 - 2008
GMAC ResCap 2005 - 2007
GMAC ResCap 2004 - 2005
American Express Financial Advisors August 1986 - July 2004
Skills
Process Improvement, Analysis, Valuation, Accounting, Capital Markets, Business Intelligence, OLAP, Microsoft Excel, VBA, ADO, Databases, Investments, BI Tools, Business Analytics, SQL, KPI Dashboards, Performance Dashboards, eMarketing, Statistics, Data Driven Insights, Business Intelligence..., Access
Education
University of Minnesota - Carlson School of Management 1982 — 1984
BS, Accounting
North Hennepin Community College 1980 — 1982
AA, Liberal Arts and Accounting
Thomson Reuters 2009 - Present
GMAC ResCap 2007 - 2008
GMAC ResCap 2005 - 2007
GMAC ResCap 2004 - 2005
American Express Financial Advisors August 1986 - July 2004
Skills
Process Improvement, Analysis, Valuation, Accounting, Capital Markets, Business Intelligence, OLAP, Microsoft Excel, VBA, ADO, Databases, Investments, BI Tools, Business Analytics, SQL, KPI Dashboards, Performance Dashboards, eMarketing, Statistics, Data Driven Insights, Business Intelligence..., Access
Education
University of Minnesota - Carlson School of Management 1982 — 1984
BS, Accounting
North Hennepin Community College 1980 — 1982
AA, Liberal Arts and Accounting
Glen O'Connor Glen O'Connor's American Express Financial Advisors Experience March 1994 - December 2000
Job Managing Director, Pensionmark Retirment Group, Financial Advisor Axios Advisory Group
Industry Financial Services
Experience
Axios Advisory Group February 2003 - Present
Pensionmark - Pittsburgh August 2014 - Present
PNC Bank January 2001 - February 2002
American Express Financial Advisors March 1994 - December 2000
Skills
Retirement Planning, Investment Advisory, Series 63, Wealth Management, Series 7, 401k, Mutual Funds, Financial Advisory, Retirement
Education
Penn State University 1984 — 1989
Bachelor of Science (B.S.), Economics
Axios Advisory Group February 2003 - Present
Pensionmark - Pittsburgh August 2014 - Present
PNC Bank January 2001 - February 2002
American Express Financial Advisors March 1994 - December 2000
Skills
Retirement Planning, Investment Advisory, Series 63, Wealth Management, Series 7, 401k, Mutual Funds, Financial Advisory, Retirement
Education
Penn State University 1984 — 1989
Bachelor of Science (B.S.), Economics
Hugh Johnson's American Express Financial Advisors Experience May 2004 - June 2005
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Laura Moret Laura Moret's American Express Financial Advisors Experience 1989 - 2002
Job Chief Counsel Asset Management, Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2005 - Present
RBC Wealth Management 2002 - 2005
American Express Financial Advisors 1989 - 2002
Dechert LLP 1987 - 1989
Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments
Education
Northwestern University School of Law
Doctor of Law (J.D.)
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History
Piper Jaffray September 2005 - Present
RBC Wealth Management 2002 - 2005
American Express Financial Advisors 1989 - 2002
Dechert LLP 1987 - 1989
Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments
Education
Northwestern University School of Law
Doctor of Law (J.D.)
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History
Dave Boring Dave Boring's American Express Financial Advisors Experience May 1997 - September 2001
Job Account Manager at Accent
Industry Health, Wellness and Fitness
Experience
Accent, Developers of Varasset Software April 2014 - Present
Personal Health Coach September 2009 - Present
AM 860 KPAM Radio April 2013 - March 2014
Graphic Information Systems, Inc. September 2008 - August 2009
KFIS-FM July 2002 - August 2008
KPAM-AM October 2001 - June 2002
American Express Financial Advisors May 1997 - September 2001
Skills
Sales, Marketing, Healthcare, Wellness, Wellness Coaching, Program Management, Fundraising, Small Business, Social Networking, Entrepreneurship, Customer Service, Social Media, Lifestyle, Strategic Planning, Public Relations, Social Media Marketing, Community Outreach, Training, Nutrition, Copywriting, Event Planning, Marketing Strategy, Advertising, Program Development, Personal Development, Coaching, Staff Development, New Business Development, Event Management, Organizational..., Editing, Radio Advertising
Education
Pacific Lutheran University 1980 — 1985
Bachelor of Fine Arts (B.F.A.), Music
Lake Oswego High School 1975 — 1979
Diploma
Accent, Developers of Varasset Software April 2014 - Present
Personal Health Coach September 2009 - Present
AM 860 KPAM Radio April 2013 - March 2014
Graphic Information Systems, Inc. September 2008 - August 2009
KFIS-FM July 2002 - August 2008
KPAM-AM October 2001 - June 2002
American Express Financial Advisors May 1997 - September 2001
Skills
Sales, Marketing, Healthcare, Wellness, Wellness Coaching, Program Management, Fundraising, Small Business, Social Networking, Entrepreneurship, Customer Service, Social Media, Lifestyle, Strategic Planning, Public Relations, Social Media Marketing, Community Outreach, Training, Nutrition, Copywriting, Event Planning, Marketing Strategy, Advertising, Program Development, Personal Development, Coaching, Staff Development, New Business Development, Event Management, Organizational..., Editing, Radio Advertising
Education
Pacific Lutheran University 1980 — 1985
Bachelor of Fine Arts (B.F.A.), Music
Lake Oswego High School 1975 — 1979
Diploma
Ralph E. Cummings, Jr. JD Ralph E. Cummings, Jr. JD's American Express Financial Advisors Experience January 1995 - December 1996
Job Senior Mortgage Loan Consultant at imortgage, a division of loanDepot LLC
Industry Banking
Experience
imortgage. a division of loanDepot LLC NMLS ID 174457 May 2015 - Present
Capital Bank May 2014 - May 2015
Prime Mortgage Lending, Inc. July 2009 - April 2014
State Farm Bank 2008 - 2009
Prime Mortgage Lending June 2002 - September 2008
Advantage Mortgage December 2001 - September 2002
Wagner & Tomlin January 1998 - December 1999
American Express Financial Advisors January 1995 - December 1996
Skills
Mortgage Lending, Loan Origination, Real Estate, Refinance, Loans, FHA, USDA, Mortgage Banking, VA loans, FHA financing, Mortgage Underwriting, Residential Mortgages, Credit, Residential Homes, Credit Analysis, Construction Loans, Underwriting, FHA Financing, VA Loans
Education
Western New England College School of Law 1987 — 1990
JD, Law
Radford University 1983 — 1987
Bachelor Arts, Political Science
imortgage. a division of loanDepot LLC NMLS ID 174457 May 2015 - Present
Capital Bank May 2014 - May 2015
Prime Mortgage Lending, Inc. July 2009 - April 2014
State Farm Bank 2008 - 2009
Prime Mortgage Lending June 2002 - September 2008
Advantage Mortgage December 2001 - September 2002
Wagner & Tomlin January 1998 - December 1999
American Express Financial Advisors January 1995 - December 1996
Skills
Mortgage Lending, Loan Origination, Real Estate, Refinance, Loans, FHA, USDA, Mortgage Banking, VA loans, FHA financing, Mortgage Underwriting, Residential Mortgages, Credit, Residential Homes, Credit Analysis, Construction Loans, Underwriting, FHA Financing, VA Loans
Education
Western New England College School of Law 1987 — 1990
JD, Law
Radford University 1983 — 1987
Bachelor Arts, Political Science
Howard Weinberger Howard Weinberger's American Express Financial Advisors Experience 1997 - 1999
Job Retired
Industry Financial Services
Experience
Singer Asset Finance Company, LLC December 1999 - September 2015
American Express Financial Advisors 1997 - 1999
American Express 1990 - 1997
Education
University of Maryland College Park 1987 — 1989
MBA
Pennsylvania State University 1981 — 1985
BS, Finance
Singer Asset Finance Company, LLC December 1999 - September 2015
American Express Financial Advisors 1997 - 1999
American Express 1990 - 1997
Education
University of Maryland College Park 1987 — 1989
MBA
Pennsylvania State University 1981 — 1985
BS, Finance
Tara Kandler's American Express Financial Advisors Experience June 2002 - April 2003
Job Product Development Operations Continuous Improvement Specialist II at HarleyDavidson Motor Company
Industry Human Resources
Experience
Harley-Davidson Motor Company June 2014 - Present
Harley-Davidson Motor Company October 2012 - Present
Harley-Davidson Motor Company January 2012 - October 2012
Johnson Controls, Inc August 2008 - January 2012
Johnson Controls, Inc April 2006 - August 2008
New Berlin Grading April 2003 - April 2006
American Express Financial Advisors June 2002 - April 2003
SOUTHEAST PETROLEUM CORPORATION April 2001 - June 2002
Skills
PeopleSoft, HRIS, Human Resources, Employee Benefits, Payroll, SAP, TimeLink
Education
Ottawa University
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
Harley-Davidson Motor Company June 2014 - Present
Harley-Davidson Motor Company October 2012 - Present
Harley-Davidson Motor Company January 2012 - October 2012
Johnson Controls, Inc August 2008 - January 2012
Johnson Controls, Inc April 2006 - August 2008
New Berlin Grading April 2003 - April 2006
American Express Financial Advisors June 2002 - April 2003
SOUTHEAST PETROLEUM CORPORATION April 2001 - June 2002
Skills
PeopleSoft, HRIS, Human Resources, Employee Benefits, Payroll, SAP, TimeLink
Education
Ottawa University
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
Emily Dionne Emily Dionne's American Express Financial Advisors Experience August 2006 - March 2008
Job Underwriting Assistant at Cape Cod Five
Industry Banking
Experience
Cape Cod Five February 2012 - Present
Cape Cod Five September 2011 - February 2012
UniBank for Savings January 2011 - September 2011
UniBank for Savings July 2008 - August 2011
Hallmark Institute of Photography February 2010 - August 2010
Equity Residential June 2009 - September 2009
Amherst Area Chamber of Commerce January 2009 - May 2009
UniBank July 2008 - January 2009
American Express Financial Advisors August 2006 - March 2008
Southboro Medical Group of Framingham June 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Banking, Outlook, Microsoft Word, Research, Access, Public Speaking, Loans, Data Entry, Teamwork, Leadership, Strategic Planning, Credit, Financial Analysis, Team Building, Marketing
Education
University of Massachusetts, Amherst 2008 — 2009
Bachelors Degree, Sociology; Social Inequalities and Culture
Quinsigamond Community College 2005 — 2007
Associates Degree, General Studies
Cape Cod Five February 2012 - Present
Cape Cod Five September 2011 - February 2012
UniBank for Savings January 2011 - September 2011
UniBank for Savings July 2008 - August 2011
Hallmark Institute of Photography February 2010 - August 2010
Equity Residential June 2009 - September 2009
Amherst Area Chamber of Commerce January 2009 - May 2009
UniBank July 2008 - January 2009
American Express Financial Advisors August 2006 - March 2008
Southboro Medical Group of Framingham June 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Banking, Outlook, Microsoft Word, Research, Access, Public Speaking, Loans, Data Entry, Teamwork, Leadership, Strategic Planning, Credit, Financial Analysis, Team Building, Marketing
Education
University of Massachusetts, Amherst 2008 — 2009
Bachelors Degree, Sociology; Social Inequalities and Culture
Quinsigamond Community College 2005 — 2007
Associates Degree, General Studies
Frank Echelmeyer Frank Echelmeyer's American Express Financial Advisors Experience August 2001 - September 2005
Job Advisor Consultant at Camelot Portfolios
Industry Financial Services
Experience
Camelot Portfolios July 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2010 - June 2015
United Advisors / PlannerPartner June 2009 - June 2015
Northwestern Mutual November 2008 - June 2009
Fifth Third Bank October 2005 - March 2008
American Express Financial Advisors August 2001 - September 2005
Skills
Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Services, Retirement Planning, Asset Allocation, Investments, Series 63, Investment Advisory, Mutual Funds, Securities, Investment Management, Series 65, Asset Managment, Risk Management, Series 24
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
MBA, Finance
Schiller International University 1992 — 1993
Bachelor, Hotel Management
Northern Arizona University 1991 — 1992
Hotel Management
Camelot Portfolios July 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2010 - June 2015
United Advisors / PlannerPartner June 2009 - June 2015
Northwestern Mutual November 2008 - June 2009
Fifth Third Bank October 2005 - March 2008
American Express Financial Advisors August 2001 - September 2005
Skills
Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Services, Retirement Planning, Asset Allocation, Investments, Series 63, Investment Advisory, Mutual Funds, Securities, Investment Management, Series 65, Asset Managment, Risk Management, Series 24
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
MBA, Finance
Schiller International University 1992 — 1993
Bachelor, Hotel Management
Northern Arizona University 1991 — 1992
Hotel Management
Margaret Meitzler Margaret Meitzler's American Express Financial Advisors Experience August 1993 - June 1995
Job Employee Benefits Administration
Industry Human Resources
Experience
USAA October 2010 - Present
FCE Benefit Administrators October 2009 - September 2010
Accenture September 2008 - August 2009
Accenture December 2006 - September 2008
Delta Health Systems January 2003 - June 2006
LifeRe Insurance Company July 1997 - January 2003
Benefit Planners June 1995 - June 1997
American Express Financial Advisors August 1993 - June 1995
Principal Financial Group August 1986 - June 1993
Skills
Coaching, Team Building, Six Sigma, Employee Benefits, Process Improvement, Organizational..., Outsourcing, Leadership, Management, Fraud, Insurance, Training, Analysis, Cost Accounting, Content Management, Business Analysis, Benefits Administration, Business Strategy, Strategic Planning
Education
Our Lady of the Lake University 1990 — 1991
business administration
Craven Community College 1976 — 1978
Nursing
Southern Illinois University, Carbondale 1972 — 1975
Biology / Art
Surrattsville 1966 — 1968
USAA October 2010 - Present
FCE Benefit Administrators October 2009 - September 2010
Accenture September 2008 - August 2009
Accenture December 2006 - September 2008
Delta Health Systems January 2003 - June 2006
LifeRe Insurance Company July 1997 - January 2003
Benefit Planners June 1995 - June 1997
American Express Financial Advisors August 1993 - June 1995
Principal Financial Group August 1986 - June 1993
Skills
Coaching, Team Building, Six Sigma, Employee Benefits, Process Improvement, Organizational..., Outsourcing, Leadership, Management, Fraud, Insurance, Training, Analysis, Cost Accounting, Content Management, Business Analysis, Benefits Administration, Business Strategy, Strategic Planning
Education
Our Lady of the Lake University 1990 — 1991
business administration
Craven Community College 1976 — 1978
Nursing
Southern Illinois University, Carbondale 1972 — 1975
Biology / Art
Surrattsville 1966 — 1968
Ben Schuyler Ben Schuyler's American Express Financial Advisors Experience April 2000 - April 2001
Job Broker in Charge and Director of Residential Brokerage at Better Homes & Gardens Real Estate The Beach Company
Industry Real Estate
Experience
Better Homes & Gardens Real Estate The Beach Company September 2009 - Present
Coldwell Banker United, REALTORS May 2008 - September 2009
Weichert Realtors Dean-Kelby November 2005 - May 2008
Owen Realty January 2005 - November 2005
Habitat for Humanity June 2000 - May 2005
Coldwell Banker LaTorre May 2001 - January 2005
American Express Financial Advisors April 2000 - April 2001
Skills
Sellers, Real Estate, Residential Homes, Home, Buyers, Investment Properties, Property Management
Education
Ohio University 1996 — 1999
BBA, Finance and Management
Granville High School 1993 — 1995
High School
Columbus Academy 1983 — 1992
K-10th Grade
Better Homes & Gardens Real Estate The Beach Company September 2009 - Present
Coldwell Banker United, REALTORS May 2008 - September 2009
Weichert Realtors Dean-Kelby November 2005 - May 2008
Owen Realty January 2005 - November 2005
Habitat for Humanity June 2000 - May 2005
Coldwell Banker LaTorre May 2001 - January 2005
American Express Financial Advisors April 2000 - April 2001
Skills
Sellers, Real Estate, Residential Homes, Home, Buyers, Investment Properties, Property Management
Education
Ohio University 1996 — 1999
BBA, Finance and Management
Granville High School 1993 — 1995
High School
Columbus Academy 1983 — 1992
K-10th Grade
Sean Nienow Sean Nienow's American Express Financial Advisors Experience 1989 - 2003
Job MN State Senator
Industry Government Relations
Experience
Minnesota Senate November 2010 - Present
United States House of Representatives January 2007 - January 2008
Minnesota State Senate 2003 - January 2007
American Express Financial Advisors 1989 - 2003
Skills
Public Policy, Legislative Relations, Government, Political Campaigns, Policy Analysis, Grassroots Organizing, Legislation, Policy, Strategic Communications, Politics, Public Speaking, Non-profits, Community Outreach, Fundraising, Economic Development
Education
Northwestern College
Minnesota Senate November 2010 - Present
United States House of Representatives January 2007 - January 2008
Minnesota State Senate 2003 - January 2007
American Express Financial Advisors 1989 - 2003
Skills
Public Policy, Legislative Relations, Government, Political Campaigns, Policy Analysis, Grassroots Organizing, Legislation, Policy, Strategic Communications, Politics, Public Speaking, Non-profits, Community Outreach, Fundraising, Economic Development
Education
Northwestern College
Danielle Balestra Danielle Balestra's American Express Financial Advisors Experience May 1999 - September 1999
Job Head of Marketing and Audience Development
Industry Marketing and Advertising
Experience
CFO February 2013 - Present
CFO July 2012 - February 2013
Reputation Institute November 2009 - June 2012
New York Institute of Finance March 2007 - January 2009
Chemical Week/Access Intelligence January 2006 - March 2007
Access Intelligence/Chemical Week July 2005 - January 2006
TBWA Chiat Day NY February 2004 - July 2005
Omgeo LLC January 2003 - June 2003
American Express Financial Advisors May 1999 - September 1999
Skills
Marketing Strategy, Digital Marketing, Social Media, Data Analysis, Marketo, SEO, Marketing, Advertising, Direct Marketing, Event Planning, Email Marketing, Social Media Marketing, Brand Management, Budgets, Online Marketing, Lead Generation, Business Strategy, Online Advertising, B2B, Marketing Research, Direct Mail, Analytics, Integrated Marketing, Digital Media, SEM, Guerrilla Marketing, Event Marketing, Promotion Planning, Budgeting, Brand Development, Marketing Management, B2B Marketing, Business Intelligence, Business Analysis, Database Marketing, Product Development, Salesforce.com, Pardot, Strategy, Management, Content Strategy, Market Research
Education
Northeastern University 2000 — 2004
BSBA, Marketing, Entrepreneurship
CFO February 2013 - Present
CFO July 2012 - February 2013
Reputation Institute November 2009 - June 2012
New York Institute of Finance March 2007 - January 2009
Chemical Week/Access Intelligence January 2006 - March 2007
Access Intelligence/Chemical Week July 2005 - January 2006
TBWA Chiat Day NY February 2004 - July 2005
Omgeo LLC January 2003 - June 2003
American Express Financial Advisors May 1999 - September 1999
Skills
Marketing Strategy, Digital Marketing, Social Media, Data Analysis, Marketo, SEO, Marketing, Advertising, Direct Marketing, Event Planning, Email Marketing, Social Media Marketing, Brand Management, Budgets, Online Marketing, Lead Generation, Business Strategy, Online Advertising, B2B, Marketing Research, Direct Mail, Analytics, Integrated Marketing, Digital Media, SEM, Guerrilla Marketing, Event Marketing, Promotion Planning, Budgeting, Brand Development, Marketing Management, B2B Marketing, Business Intelligence, Business Analysis, Database Marketing, Product Development, Salesforce.com, Pardot, Strategy, Management, Content Strategy, Market Research
Education
Northeastern University 2000 — 2004
BSBA, Marketing, Entrepreneurship
Fontaine Boutwell, CEP, MDRT's American Express Financial Advisors Experience October 1997 - April 2002
Job Owner at Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services July 2002 - Present
American Express Financial Advisors October 1997 - April 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Employee Benefits, Retirement Planning, Health Insurance, Financial Planning, Investments, Leadership, IRAs, Universal Life, Whole Life, Finance, Small Business
Education
University of Virginia 1985 — 1989
Business/Commerce, General
Old Dominion University 1972 — 1974
BS, Education/Fine Art
Kubasaki High School
college prep
Allstate Financial Services July 2002 - Present
American Express Financial Advisors October 1997 - April 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Employee Benefits, Retirement Planning, Health Insurance, Financial Planning, Investments, Leadership, IRAs, Universal Life, Whole Life, Finance, Small Business
Education
University of Virginia 1985 — 1989
Business/Commerce, General
Old Dominion University 1972 — 1974
BS, Education/Fine Art
Kubasaki High School
college prep
Richard Hildebrand, CFP, AIF Richard Hildebrand, CFP, AIF's American Express Financial Advisors Experience June 1984 - February 1996
Job Managing Partner at Nexus Financial Network, LLC
Industry Financial Services
Experience
Nexus Financial Network, LLC February 1996 - Present
American Express Financial Advisors June 1984 - February 1996
H.F.Behrhorst, Inc. May 1973 - June 1984
Skills
Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Insurance Planning, Retirement, Wealth, Investment Strategies, Financial Advisory, Retirement Income..., 401k
Education
Penn State University 1967 — 1971
Bachelor of Science, College of Business Administration
Tyrone Area High 1964 — 1967
High School, Academic
Nexus Financial Network, LLC February 1996 - Present
American Express Financial Advisors June 1984 - February 1996
H.F.Behrhorst, Inc. May 1973 - June 1984
Skills
Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, Insurance Planning, Retirement, Wealth, Investment Strategies, Financial Advisory, Retirement Income..., 401k
Education
Penn State University 1967 — 1971
Bachelor of Science, College of Business Administration
Tyrone Area High 1964 — 1967
High School, Academic
Jake Doyle's American Express Financial Advisors Experience November 1998 - April 2001
Job Manager Global Reengineering American Express
Industry Financial Services
Experience
American Express January 2014 - Present
American Express April 2011 - January 2014
Ameriprise Financial June 2008 - December 2010
Ameriprise Financial May 2006 - June 2008
Ameriprise Financial June 2004 - May 2006
American Express (Phoenix AZ) August 2003 - June 2004
American Express (Phoenix, AZ) April 2001 - August 2003
American Express Financial Advisors November 1998 - April 2001
American Express Financial Advisors February 1997 - November 1998
American Express Financial Advisors November 1995 - February 1997
Education
Purdue University 1988 — 1991
Bachelors, Industrial/Organizational Psychology
American Express January 2014 - Present
American Express April 2011 - January 2014
Ameriprise Financial June 2008 - December 2010
Ameriprise Financial May 2006 - June 2008
Ameriprise Financial June 2004 - May 2006
American Express (Phoenix AZ) August 2003 - June 2004
American Express (Phoenix, AZ) April 2001 - August 2003
American Express Financial Advisors November 1998 - April 2001
American Express Financial Advisors February 1997 - November 1998
American Express Financial Advisors November 1995 - February 1997
Education
Purdue University 1988 — 1991
Bachelors, Industrial/Organizational Psychology
Deana Smythe Healy's American Express Financial Advisors Experience 1998 - 2001
Job Experienced strategic thought leader
Industry Information Technology and Services
Experience
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Synthia Turville Synthia Turville's American Express Financial Advisors Experience February 1996 - October 1996
Job Commercial Resale Representative
Industry Retail
Experience
Tyco Integrated Security May 2014 - Present
Danmer Inc. July 2010 - May 2014
Williams-Sonoma, Inc. October 2008 - June 2010
Petite Chateau LLC November 2007 - October 2009
Petite Chateau February 2007 - October 2007
Synthia's April 1997 - October 2006
American Express Financial Advisors February 1996 - October 1996
Kinko's July 1991 - November 1995
Skills
Retail, Sales, Marketing, Training, Management, Leadership, Sales Management, Customer Service, Recruiting, Purchasing, Furniture, Interior Design, Business Development, Project Planning, Selling
Education
Orange Coast College
Business
Tyco Integrated Security May 2014 - Present
Danmer Inc. July 2010 - May 2014
Williams-Sonoma, Inc. October 2008 - June 2010
Petite Chateau LLC November 2007 - October 2009
Petite Chateau February 2007 - October 2007
Synthia's April 1997 - October 2006
American Express Financial Advisors February 1996 - October 1996
Kinko's July 1991 - November 1995
Skills
Retail, Sales, Marketing, Training, Management, Leadership, Sales Management, Customer Service, Recruiting, Purchasing, Furniture, Interior Design, Business Development, Project Planning, Selling
Education
Orange Coast College
Business
Shawn Blenker's American Express Financial Advisors Experience June 2000 - January 2001
Job Director of Undergraduate Admissions
Industry Higher Education
Experience
Northwest Nazarene University December 2013 - Present
Dillabaugh's Flooring America September 2011 - December 2013
Northwest Nazarene University April 2011 - September 2011
Northwest Nazarene University July 2007 - April 2011
Northwest Nazarene University August 2001 - June 2007
US Banccorp February 2001 - July 2001
American Express Financial Advisors June 2000 - January 2001
Skills
Higher Education, Public Speaking, Leadership Development, Teaching, Fundraising, Event Planning, Customer Service, Non-profits, Staff Development, Volunteer Management, Strategic Planning, Social Networking, Microsoft Office, Research, Team Building, Coaching, Organizational..., PowerPoint, Microsoft Excel, Marketing, Flooring, Training, Nonprofits, Community Outreach, Time Management, Social Media, Budgets, Team Leadership
Education
Northwest Nazarene University 2003 — 2007
M.B.A., Business
Northwest Nazarene University 1996 — 2000
B.S., Business Admin - Finance
Northwest Nazarene University December 2013 - Present
Dillabaugh's Flooring America September 2011 - December 2013
Northwest Nazarene University April 2011 - September 2011
Northwest Nazarene University July 2007 - April 2011
Northwest Nazarene University August 2001 - June 2007
US Banccorp February 2001 - July 2001
American Express Financial Advisors June 2000 - January 2001
Skills
Higher Education, Public Speaking, Leadership Development, Teaching, Fundraising, Event Planning, Customer Service, Non-profits, Staff Development, Volunteer Management, Strategic Planning, Social Networking, Microsoft Office, Research, Team Building, Coaching, Organizational..., PowerPoint, Microsoft Excel, Marketing, Flooring, Training, Nonprofits, Community Outreach, Time Management, Social Media, Budgets, Team Leadership
Education
Northwest Nazarene University 2003 — 2007
M.B.A., Business
Northwest Nazarene University 1996 — 2000
B.S., Business Admin - Finance
Jason Knight Jason Knight's American Express Financial Advisors Experience May 1995 - October 2002
Job Founder/Principal at Human Capital Strategies
Industry Human Resources
Experience
Human Capital Strategies January 2008 - Present
AmCheck October 2002 - January 2008
American Express Financial Advisors May 1995 - October 2002
Skills
Employee Benefits, Payroll, Public Speaking, Strategic Planning, Marketing, Coaching, New Business Development, Human Resources, Customer Service, Small Business, Team Building, Start-ups, Sales, Leadership Development, Personnel Management, Leadership, Management, Business Planning, Benefits Administration, Networking, Strategy, Fundraising, Hiring, Business Strategy, Training, Organizational..., Outsourcing, Entrepreneurship
Education
Northwood University 1993 — 1995
BA, Economics & Business Management w/ a concentration in Finance
Avondale High School 1989 — 1993
Human Capital Strategies January 2008 - Present
AmCheck October 2002 - January 2008
American Express Financial Advisors May 1995 - October 2002
Skills
Employee Benefits, Payroll, Public Speaking, Strategic Planning, Marketing, Coaching, New Business Development, Human Resources, Customer Service, Small Business, Team Building, Start-ups, Sales, Leadership Development, Personnel Management, Leadership, Management, Business Planning, Benefits Administration, Networking, Strategy, Fundraising, Hiring, Business Strategy, Training, Organizational..., Outsourcing, Entrepreneurship
Education
Northwood University 1993 — 1995
BA, Economics & Business Management w/ a concentration in Finance
Avondale High School 1989 — 1993
Kevin Dolen, CRPC® APMA®'s American Express Financial Advisors Experience January 2002 - March 2003
Job Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Heidi Walters Heidi Walters's American Express Financial Advisors Experience 1994 - 1997
Job Employee Relations Advisor at MTS Systems Corporation
Industry Legal Services
Experience
MTS Systems Corporation 2014 - Present
Target 1997 - 2014
American Express Financial Advisors 1994 - 1997
Analysts International Corporation (AIC) 1993 - 1994
Skills
Microsoft Office, Microsoft Word, Legal Research, Consulting, Writing, Organization, Employee Relations, Human Resources, Performance Management, Litigation, Management, Employment Law
Education
Minnesota Paralegal Institute
Paralegal Certificate, Legal Studies, General
Oakland University
University of Michigan
Bachelor's Degree, History
MTS Systems Corporation 2014 - Present
Target 1997 - 2014
American Express Financial Advisors 1994 - 1997
Analysts International Corporation (AIC) 1993 - 1994
Skills
Microsoft Office, Microsoft Word, Legal Research, Consulting, Writing, Organization, Employee Relations, Human Resources, Performance Management, Litigation, Management, Employment Law
Education
Minnesota Paralegal Institute
Paralegal Certificate, Legal Studies, General
Oakland University
University of Michigan
Bachelor's Degree, History
Adam Walsh, CFP® Adam Walsh, CFP®'s American Express Financial Advisors Experience August 2003 - March 2004
Job Executive Director of Financial Planning at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies May 2004 - Present
American Express Financial Advisors August 2003 - March 2004
Education
Western Michigan University - Haworth College of Business 2002 — 2004
BBA, Personal Financial Planning
Oakland University 2000 — 2001
Finance
Troy high school
Michigan Financial Companies May 2004 - Present
American Express Financial Advisors August 2003 - March 2004
Education
Western Michigan University - Haworth College of Business 2002 — 2004
BBA, Personal Financial Planning
Oakland University 2000 — 2001
Finance
Troy high school
Bryan Ovitt Bryan Ovitt's American Express Financial Advisors Experience 1999 - 2003
Job Flight Attendant at Spirit Airlines
Industry Airlines/Aviation
Experience
Spirit Airlines 2007 - Present
Frank chiropractic center 2003 - 2005
fort lauderdale housing authority 2003 - 2003
american express financial advisors 1999 - 2003
Skills
Commercial Aviation, Customer Service, Flights, Airports, Airlines, Aviation, CFI, Civil Aviation, Flight Safety
Education
North Dakota State University 1992 — 1995
AAS, Marketing/Management
North Dakota State University of Bottineau 1992 — 1995
AAS, Marketing/Management
United states navy 1988 — 1988
Chef
Spirit Airlines 2007 - Present
Frank chiropractic center 2003 - 2005
fort lauderdale housing authority 2003 - 2003
american express financial advisors 1999 - 2003
Skills
Commercial Aviation, Customer Service, Flights, Airports, Airlines, Aviation, CFI, Civil Aviation, Flight Safety
Education
North Dakota State University 1992 — 1995
AAS, Marketing/Management
North Dakota State University of Bottineau 1992 — 1995
AAS, Marketing/Management
United states navy 1988 — 1988
Chef
Beverly Noble Beverly Noble's American Express Financial Advisors Experience January 1992 - October 1998
Job Cook, Recipe Creator, and Author at A Lifetime of Recipes
Industry Food & Beverages
Experience
A Lifetime of Recipes January 2011 - October 2013
Guardian Life Insurance 2009 - September 2011
Carlsbad Chamber of Commerce 2009 - 2010
San Jacinto High School August 2008 - June 2009
Dinuba High School August 1999 - June 2008
Ventures Education Systems Corp October 1998 - July 1999
American Express Financial Advisors January 1992 - October 1998
King City High School August 1990 - June 1992
Hesperia Junior High School September 1986 - June 1990
Skills
Teaching, Public Speaking, Writing, Cooking, Small Business, Tutoring, Marketing, Event Planning, Instructional Design, Blogging, Editing, Coaching, Copywriting, Staff Development, Social Networking, Personal Development, Creative Writing, Public Relations, Curriculum Design, Educational Consulting, Curriculum Development, Books, Published Author, Event Management, Customer Service, Higher Education, Nutrition, Microsoft Office, Entrepreneurship, Strategic Planning, Community Outreach, Research, Volunteer Management, Online Advertising, Leadership Development, Training, Team Building, Social Media, Advertising, Program Development, Non-profits, Budgets, Newsletters, Freelance Writing, Marketing Communications, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Program Management
Education
University of California, Irvine 1972 — 1973
Credential, Education
University of California, Irvine 1966 — 1970
BA, Social Science, Mathematics
Pomona High School 1962 — 1966
Palomar College
A Lifetime of Recipes January 2011 - October 2013
Guardian Life Insurance 2009 - September 2011
Carlsbad Chamber of Commerce 2009 - 2010
San Jacinto High School August 2008 - June 2009
Dinuba High School August 1999 - June 2008
Ventures Education Systems Corp October 1998 - July 1999
American Express Financial Advisors January 1992 - October 1998
King City High School August 1990 - June 1992
Hesperia Junior High School September 1986 - June 1990
Skills
Teaching, Public Speaking, Writing, Cooking, Small Business, Tutoring, Marketing, Event Planning, Instructional Design, Blogging, Editing, Coaching, Copywriting, Staff Development, Social Networking, Personal Development, Creative Writing, Public Relations, Curriculum Design, Educational Consulting, Curriculum Development, Books, Published Author, Event Management, Customer Service, Higher Education, Nutrition, Microsoft Office, Entrepreneurship, Strategic Planning, Community Outreach, Research, Volunteer Management, Online Advertising, Leadership Development, Training, Team Building, Social Media, Advertising, Program Development, Non-profits, Budgets, Newsletters, Freelance Writing, Marketing Communications, Fundraising, Marketing Strategy, Social Media Marketing, Leadership, Program Management
Education
University of California, Irvine 1972 — 1973
Credential, Education
University of California, Irvine 1966 — 1970
BA, Social Science, Mathematics
Pomona High School 1962 — 1966
Palomar College
Daniel Lombardozzi Daniel Lombardozzi's American Express Financial Advisors Experience March 1999 - March 2004
Job Financial Consultant at Cambridge Financial Group LLC / First Allied Securities
Industry Financial Services
Experience
Cambridge Financial Group LLC / First Allied Securities December 2008 - Present
BNI 2015 - 2015
BNI 2015 - 2015
First Montauk Securities May 2006 - December 2008
Ashton Clayton Financial Group June 2004 - May 2006
American Express Financial Advisors March 1999 - March 2004
Skills
Strategic Financial..., Retirement, Investments, Series 7, Securities, Wealth Management..., Financial Planners, Financial Services, Wealth Accumulation, FINRA, Wealth Management, Mutual Funds, Finance, Investment Advisory, Series 63, Retirement Planning
Education
Pace University - Lubin School of Business 1971 — 1976
BBA, Accounting
Cambridge Financial Group LLC / First Allied Securities December 2008 - Present
BNI 2015 - 2015
BNI 2015 - 2015
First Montauk Securities May 2006 - December 2008
Ashton Clayton Financial Group June 2004 - May 2006
American Express Financial Advisors March 1999 - March 2004
Skills
Strategic Financial..., Retirement, Investments, Series 7, Securities, Wealth Management..., Financial Planners, Financial Services, Wealth Accumulation, FINRA, Wealth Management, Mutual Funds, Finance, Investment Advisory, Series 63, Retirement Planning
Education
Pace University - Lubin School of Business 1971 — 1976
BBA, Accounting
J.P. Weber J.P. Weber's American Express Financial Advisors Experience December 2003 - July 2005
Job Residential Lender
Industry Banking
Experience
PNC Mortgage June 2005 - Present
American Express Financial Advisors December 2003 - July 2005
Education
Penn State University 1994 — 1998
PNC Mortgage June 2005 - Present
American Express Financial Advisors December 2003 - July 2005
Education
Penn State University 1994 — 1998
John Milligan John Milligan's American Express Financial Advisors Experience 2002 - 2004
Job W & IM Operations Manager at SunTrust Banks, Inc.
Industry Financial Services
Experience
SunTrust Bank November 2012 - Present
Ameriprise Financial 2006 - November 2012
Ameriprise Financial 2004 - 2006
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1999 - 2002
US Navy 1992 - 1996
Education
Penn State University 1996 — 1999
BS, Finance
SunTrust Bank November 2012 - Present
Ameriprise Financial 2006 - November 2012
Ameriprise Financial 2004 - 2006
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1999 - 2002
US Navy 1992 - 1996
Education
Penn State University 1996 — 1999
BS, Finance
Christine Rudolph; MBA's American Express Financial Advisors Experience June 2002 - August 2002
Job Team Lead, Business Operations at SunGard Brokerage & Securities Services LLC
Industry Financial Services
Experience
SunGard Brokerage & Securities Services LLC December 2013 - Present
SunGard Brokerage & Securities Services LLC March 2010 - December 2013
Calamos Investments October 2008 - March 2010
Calamos Investments March 2005 - October 2007
Calamos Investments June 2003 - March 2005
American Express Financial Advisors June 2002 - August 2002
Skills
Equities, Customer Service, Microsoft Excel, Business Operations, Business Analysis, Compliance, Series 7, Customer Relations, Soft Dollars, Procurement, Financial Analysis, Budget Forecasts, CRM, Software Documentation, Leadership, Project Management, Budgets, Process Improvement, Analysis
Education
Northern Illinois University - College of Business 2005 — 2007
Master, Business Administration
Northern Illinois University 1999 — 2003
Undergraduate, Finance
SunGard Brokerage & Securities Services LLC December 2013 - Present
SunGard Brokerage & Securities Services LLC March 2010 - December 2013
Calamos Investments October 2008 - March 2010
Calamos Investments March 2005 - October 2007
Calamos Investments June 2003 - March 2005
American Express Financial Advisors June 2002 - August 2002
Skills
Equities, Customer Service, Microsoft Excel, Business Operations, Business Analysis, Compliance, Series 7, Customer Relations, Soft Dollars, Procurement, Financial Analysis, Budget Forecasts, CRM, Software Documentation, Leadership, Project Management, Budgets, Process Improvement, Analysis
Education
Northern Illinois University - College of Business 2005 — 2007
Master, Business Administration
Northern Illinois University 1999 — 2003
Undergraduate, Finance
Chhean Chhor Chhean Chhor's American Express Financial Advisors Experience 2003 - 2004
Job VP, Office of the WBR Chief Investment Officer at Wells Fargo
Industry Investment Management
Experience
Wells Fargo January 2013 - Present
Wells Fargo & Company (Through M Squared Consulting) April 2012 - January 2013
Asian Pacific Fund February 2011 - April 2012
University of the Pacific, Division of Business & Finance June 2010 - February 2011
Student Investment Fund, University of the Pacific January 2010 - December 2010
Wellington Group October 2004 - October 2008
Helen Wells Agency January 2000 - November 2004
American Express Financial Advisors 2003 - 2004
Skills
Asset Management, Financial Planning, Insurance, Estate Planning, Wealth Management, Planned Giving, Asset Managment, Strategic Financial..., Strategy, Finance, Portfolio Management, Mergers & Acquisitions, Mutual Funds, Valuation, Investments, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Banking, Entrepreneurship, CRM, Analysis, Leadership
Education
The American College 2011 — 2011
CAP, Philanthropy
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
The American College 2008 — 2010
ChFC, Capital Markets
Queensland University of Technology 2003 — 2003
Study Abroad Program
Purdue University 1999 — 2003
BS, Organizational Leadership/Computer Technology
Wells Fargo January 2013 - Present
Wells Fargo & Company (Through M Squared Consulting) April 2012 - January 2013
Asian Pacific Fund February 2011 - April 2012
University of the Pacific, Division of Business & Finance June 2010 - February 2011
Student Investment Fund, University of the Pacific January 2010 - December 2010
Wellington Group October 2004 - October 2008
Helen Wells Agency January 2000 - November 2004
American Express Financial Advisors 2003 - 2004
Skills
Asset Management, Financial Planning, Insurance, Estate Planning, Wealth Management, Planned Giving, Asset Managment, Strategic Financial..., Strategy, Finance, Portfolio Management, Mergers & Acquisitions, Mutual Funds, Valuation, Investments, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Banking, Entrepreneurship, CRM, Analysis, Leadership
Education
The American College 2011 — 2011
CAP, Philanthropy
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
The American College 2008 — 2010
ChFC, Capital Markets
Queensland University of Technology 2003 — 2003
Study Abroad Program
Purdue University 1999 — 2003
BS, Organizational Leadership/Computer Technology
Les Hunzinger, CPA, MBA, CFP Les Hunzinger, CPA, MBA, CFP's American Express Financial Advisors Experience December 1995 - September 2005
Job Financial Advisor at Hunzinger Financial Services, with services offered through Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Hunzinger Financial Services May 2013 - Present
Ameriprise Financial Advisors November 1992 - May 2013
American Express Financial Advisors December 1995 - September 2005
American Express Tax & Business Services November 1992 - December 1995
Hunzinger & Co., CPA May 1988 - November 1992
Abbey Medical January 1983 - May 1988
United States Marine Corps July 1975 - May 1981
Skills
Strategic Financial..., Insurance, Financial Services, Strategic Planning, Investment Advisory, FINRA, Finance, Estate Planning, Investments, Tax, Retirement, Financial Advisory, Financial Planners, Budgets, Series 7, Retirement Planning, Mutual Funds, Saving for Education, Securities, 401k
Education
Northern Illinois University 1982 — 1983
MBA, Marketing
Purdue University - Krannert School of Management 1978 — 1981
BS, Accounting
Eisenhower High, Russell, PA 1969 — 1975
Graduate, College Prep
Hunzinger Financial Services May 2013 - Present
Ameriprise Financial Advisors November 1992 - May 2013
American Express Financial Advisors December 1995 - September 2005
American Express Tax & Business Services November 1992 - December 1995
Hunzinger & Co., CPA May 1988 - November 1992
Abbey Medical January 1983 - May 1988
United States Marine Corps July 1975 - May 1981
Skills
Strategic Financial..., Insurance, Financial Services, Strategic Planning, Investment Advisory, FINRA, Finance, Estate Planning, Investments, Tax, Retirement, Financial Advisory, Financial Planners, Budgets, Series 7, Retirement Planning, Mutual Funds, Saving for Education, Securities, 401k
Education
Northern Illinois University 1982 — 1983
MBA, Marketing
Purdue University - Krannert School of Management 1978 — 1981
BS, Accounting
Eisenhower High, Russell, PA 1969 — 1975
Graduate, College Prep
Paul Barbehenn, CFA, CFP(R) Paul Barbehenn, CFA, CFP(R)'s American Express Financial Advisors Experience May 2000 - December 2000
Job Principal at Andesa Financial Management, Inc.
Industry Investment Management
Experience
Boys & Girls Club of Allentown May 2014 - Present
Boys & Girls Club of Allentown May 2010 - Present
Andesa Financial Management, Inc January 2010 - Present
Andesa Investment Solutions, Inc. 2007 - 2009
Andesa Strategies, Inc. 2001 - 2006
American Express Financial Advisors May 2000 - December 2000
Skills
Investments, Asset Management, Finance, Portfolio Management, Financial Advisory, Financial Planning, Management, Investment Management, Mutual Funds, Wealth Management
Education
Penn State University 1996 — 2000
B.A., Economics, Political Science
Freedom High School 1992 — 1996
Boys & Girls Club of Allentown May 2014 - Present
Boys & Girls Club of Allentown May 2010 - Present
Andesa Financial Management, Inc January 2010 - Present
Andesa Investment Solutions, Inc. 2007 - 2009
Andesa Strategies, Inc. 2001 - 2006
American Express Financial Advisors May 2000 - December 2000
Skills
Investments, Asset Management, Finance, Portfolio Management, Financial Advisory, Financial Planning, Management, Investment Management, Mutual Funds, Wealth Management
Education
Penn State University 1996 — 2000
B.A., Economics, Political Science
Freedom High School 1992 — 1996
Pratt Phillips Pratt Phillips's American Express Financial Advisors Experience May 1999 - May 2005
Job at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
Phaedra Perkins's American Express Financial Advisors Experience 2003 - 2004
Job Digital Marketing Manager at Comit Developers
Industry Marketing and Advertising
Experience
Comit Developers August 2015 - Present
SLA-eConsulting LLC October 2010 - January 2015
Web Sellers Circle January 2011 - December 2011
WholesaleIncenseSticks January 2004 - November 2011
Bonanza March 2011 - October 2011
Bonanza Boardroom October 2009 - May 2011
Bonanzle August 2009 - October 2010
American Express Financial Advisors 2003 - 2004
Skills
Social Media Marketing, Social Media, Online Marketing, Email Marketing, Podcasting, Inbound Marketing..., Social Media Development, Facebook, Twitter, Social Media Monitoring, Online Advertising, Strategy, Blogging, SEO, Inbound Marketing, E-commerce, Social Networking, Marketing Strategy, Inbound Lead Generation, Social Media Measurement, Marketing, Small Business, Sales, Social Marketing, Start-ups, Entrepreneurship, Leadership, Web Marketing, Affiliate Marketing, Selling, SEM, Brand Development, PPC, Lead Generation, Website Development, Digital Marketing, SMO, Google Adwords, Google Analytics, WordPress, Content Marketing, Mobile Marketing, Web Analytics, Content Strategy, Digital Media, Digital Strategy, Strategic Partnerships, Advertising, SEO copywriting, Web 2.0
Education
Northwestern State University
Comit Developers August 2015 - Present
SLA-eConsulting LLC October 2010 - January 2015
Web Sellers Circle January 2011 - December 2011
WholesaleIncenseSticks January 2004 - November 2011
Bonanza March 2011 - October 2011
Bonanza Boardroom October 2009 - May 2011
Bonanzle August 2009 - October 2010
American Express Financial Advisors 2003 - 2004
Skills
Social Media Marketing, Social Media, Online Marketing, Email Marketing, Podcasting, Inbound Marketing..., Social Media Development, Facebook, Twitter, Social Media Monitoring, Online Advertising, Strategy, Blogging, SEO, Inbound Marketing, E-commerce, Social Networking, Marketing Strategy, Inbound Lead Generation, Social Media Measurement, Marketing, Small Business, Sales, Social Marketing, Start-ups, Entrepreneurship, Leadership, Web Marketing, Affiliate Marketing, Selling, SEM, Brand Development, PPC, Lead Generation, Website Development, Digital Marketing, SMO, Google Adwords, Google Analytics, WordPress, Content Marketing, Mobile Marketing, Web Analytics, Content Strategy, Digital Media, Digital Strategy, Strategic Partnerships, Advertising, SEO copywriting, Web 2.0
Education
Northwestern State University
Sandy Spidel Neumann Sandy Spidel Neumann's American Express Financial Advisors Experience 2003 - 2005
Job Senior Director, Marketing at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Ameriprise Financial 2005 - 2008
American Express Financial Advisors 2003 - 2005
LifeServ Corporation 2000 - 2002
CNA Insurance 1997 - 2000
MacAdam & Company 1995 - 1997
Kemper Financial Services 1987 - 1989
Skills
Marketing, Financial Services, Marketing Strategy, B2B Marketing, CRM, Digital Marketing, Salesforce.com, Thought Leadership, Management, Business Development, B2B Marketing Strategy, Digital Strategy, Strategic Financial..., Retirement Planning, Wealth Management, Strategic Planning, Strategy, Relationship Management, Marketing Communications, Leadership, Insurance, Finance, Competitive Analysis, Product Marketing, Investment Advisory, Securities, Direct Marketing, E-commerce, Series 24, Business Planning, Eloqua, Retirement, Series 7, Small Business, Mutual Funds, Integrated Marketing, Sales
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing and E-Commerce
University of Chicago 1982 — 1986
BA, Economics
Ameriprise Financial 2008 - Present
Ameriprise Financial 2005 - 2008
American Express Financial Advisors 2003 - 2005
LifeServ Corporation 2000 - 2002
CNA Insurance 1997 - 2000
MacAdam & Company 1995 - 1997
Kemper Financial Services 1987 - 1989
Skills
Marketing, Financial Services, Marketing Strategy, B2B Marketing, CRM, Digital Marketing, Salesforce.com, Thought Leadership, Management, Business Development, B2B Marketing Strategy, Digital Strategy, Strategic Financial..., Retirement Planning, Wealth Management, Strategic Planning, Strategy, Relationship Management, Marketing Communications, Leadership, Insurance, Finance, Competitive Analysis, Product Marketing, Investment Advisory, Securities, Direct Marketing, E-commerce, Series 24, Business Planning, Eloqua, Retirement, Series 7, Small Business, Mutual Funds, Integrated Marketing, Sales
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing and E-Commerce
University of Chicago 1982 — 1986
BA, Economics
Luz Maria Brissett Luz Maria Brissett's American Express Financial Advisors Experience September 2000 - June 2003
Job Taking care of your financial woes so you could sleep better at night
Industry Financial Services
Experience
Luz Maria Brissett November 2008 - Present
Luz Maria Brissett 2003 - Present
New England Financial of North Jersey LLC March 2006 - November 2008
American Express Financial Advisors September 2000 - June 2003
Skills
Negotiation, Strategic Planning, Sales, Microsoft Word, Leadership, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Team Building, Retirement Planning, Public Speaking, Training, Sales Management, Management, Real Estate, Investments, Financial Services, Marketing, Financial Management..., Entrepreneurship, Small Business
Education
Pace University
Bachelor of Business Administration (BBA), General Management
Luz Maria Brissett November 2008 - Present
Luz Maria Brissett 2003 - Present
New England Financial of North Jersey LLC March 2006 - November 2008
American Express Financial Advisors September 2000 - June 2003
Skills
Negotiation, Strategic Planning, Sales, Microsoft Word, Leadership, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Team Building, Retirement Planning, Public Speaking, Training, Sales Management, Management, Real Estate, Investments, Financial Services, Marketing, Financial Management..., Entrepreneurship, Small Business
Education
Pace University
Bachelor of Business Administration (BBA), General Management
Jon Kraus's American Express Financial Advisors Experience June 2000 - December 2000
Job Director of Development, Gift Planning at University of Denver
Industry Philanthropy
Experience
University of Denver March 2015 - Present
Daniels College of Business April 2013 - March 2015
Regis Jesuit High School September 2008 - April 2013
Arrupe Jesuit High School August 2007 - September 2008
Families First Parenting Programs September 2004 - May 2007
Diana Price-Fish Cancer Foundation January 2001 - May 2004
American Express Financial Advisors June 2000 - December 2000
University of Denver September 1998 - June 2000
Skills
Fundraising, Grants, Planned Giving, Non-profits, Grant Writing, Annual Giving, Stewardship, Proposal Writing, Research, Philanthropy, Newsletters, Higher Education, Nonprofits, Leadership Development, Program Management, Marketing, Community Development
Education
University of Denver - Daniels College of Business 1996 — 2000
BSBA, Finance/Marketing
Regis University 2008 — 2011
Master's, Nonprofit Management
University of Denver March 2015 - Present
Daniels College of Business April 2013 - March 2015
Regis Jesuit High School September 2008 - April 2013
Arrupe Jesuit High School August 2007 - September 2008
Families First Parenting Programs September 2004 - May 2007
Diana Price-Fish Cancer Foundation January 2001 - May 2004
American Express Financial Advisors June 2000 - December 2000
University of Denver September 1998 - June 2000
Skills
Fundraising, Grants, Planned Giving, Non-profits, Grant Writing, Annual Giving, Stewardship, Proposal Writing, Research, Philanthropy, Newsletters, Higher Education, Nonprofits, Leadership Development, Program Management, Marketing, Community Development
Education
University of Denver - Daniels College of Business 1996 — 2000
BSBA, Finance/Marketing
Regis University 2008 — 2011
Master's, Nonprofit Management
Craig Alexander, CRPC® Craig Alexander, CRPC®'s American Express Financial Advisors Experience 2005 - 2005
Job Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Charles Wareham's American Express Financial Advisors Experience 1992 - 2005
Job Valark Financial Services CEO, Financial Advisor, Registered Principal
Industry Financial Services
Experience
Valark Financial Services March 2014 - Present
LPL Financial Hartford / Wareham and Associates 2005 - March 2014
American Express Financial Advisors 1992 - 2005
Ames / Bradlee's January 1988 - September 1992
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Series 24, Fixed Annuities, Mutual Funds, IRAs, FINRA, Small Business, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Securities, Investments, Estate Planning, Financial Advisory, Asset Management, Financial Services
Education
Penn State University 1984 — 1987
BA, business & communications
Valark Financial Services March 2014 - Present
LPL Financial Hartford / Wareham and Associates 2005 - March 2014
American Express Financial Advisors 1992 - 2005
Ames / Bradlee's January 1988 - September 1992
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Series 24, Fixed Annuities, Mutual Funds, IRAs, FINRA, Small Business, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Securities, Investments, Estate Planning, Financial Advisory, Asset Management, Financial Services
Education
Penn State University 1984 — 1987
BA, business & communications
Evelyn Zuback Evelyn Zuback's American Express Financial Advisors Experience January 2000 - September 2002
Job Retired
Industry Financial Services
Experience
Richard S. Bernstein & Company October 2011 - September 2012
Visual Evidence March 2010 - May 2011
Mutual Service Corp October 2003 - March 2009
Prudential Financial September 2002 - October 2003
American Express Financial Advisors January 2000 - September 2002
Prudential Insurance August 1997 - December 1999
Skills
Insurance, Outlook, Excel, Word, Annuities, Microsoft Excel, Mutual Funds, Microsoft Word, Fixed Annuities, Management, Life Insurance, Negotiation, Sales, Marketing, Investments, Leadership, Term Life Insurance, Underwriting, Health Insurance, Series 6, Public Speaking, Disability Insurance, Long-term Care, Finance, Employee Benefits, Strategic Financial..., Whole Life, Customer Service, Property & Casualty..., 401k, Retirement Planning, Small Business, Financial Services, Series 63, Series 7, Retirement
Education
Hialeah Senior High School
Palm Beach Community College
Richard S. Bernstein & Company October 2011 - September 2012
Visual Evidence March 2010 - May 2011
Mutual Service Corp October 2003 - March 2009
Prudential Financial September 2002 - October 2003
American Express Financial Advisors January 2000 - September 2002
Prudential Insurance August 1997 - December 1999
Skills
Insurance, Outlook, Excel, Word, Annuities, Microsoft Excel, Mutual Funds, Microsoft Word, Fixed Annuities, Management, Life Insurance, Negotiation, Sales, Marketing, Investments, Leadership, Term Life Insurance, Underwriting, Health Insurance, Series 6, Public Speaking, Disability Insurance, Long-term Care, Finance, Employee Benefits, Strategic Financial..., Whole Life, Customer Service, Property & Casualty..., 401k, Retirement Planning, Small Business, Financial Services, Series 63, Series 7, Retirement
Education
Hialeah Senior High School
Palm Beach Community College
Elizabeth Jenkins, ChFC, MBA Elizabeth Jenkins, ChFC, MBA's American Express Financial Advisors Experience 2004 - 2006
Job Analyst Agency Training at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 2012 - Present
State Farm Insurance November 2010 - December 2011
State Farm Insurance April 2007 - November 2010
PNC 2006 - 2007
American Express Financial Advisors 2004 - 2006
Skills
Investments, Series 7, Retirement, Training, Life Insurance, Mutual Funds, Financial Services, Long Term Care Insurance, Retirement Planning, 401k, Long-term Care, Disability Insurance, Fixed Annuities, IRAs, Insurance, Health Insurance, Variable Annuities, Whole Life, Commercial Insurance, Universal Life, Property & Casualty..., Financial Planners, Series 6, General Insurance, Term Life Insurance, Coaching, Liability, Homeowners, Casualty, Umbrella Insurance
Education
Point Park University 2012 — 2013
Master of Business Administration (M.B.A.)
The American College
University of Pittsburgh
Business Administration, Marketing
State Farm Insurance January 2012 - Present
State Farm Insurance November 2010 - December 2011
State Farm Insurance April 2007 - November 2010
PNC 2006 - 2007
American Express Financial Advisors 2004 - 2006
Skills
Investments, Series 7, Retirement, Training, Life Insurance, Mutual Funds, Financial Services, Long Term Care Insurance, Retirement Planning, 401k, Long-term Care, Disability Insurance, Fixed Annuities, IRAs, Insurance, Health Insurance, Variable Annuities, Whole Life, Commercial Insurance, Universal Life, Property & Casualty..., Financial Planners, Series 6, General Insurance, Term Life Insurance, Coaching, Liability, Homeowners, Casualty, Umbrella Insurance
Education
Point Park University 2012 — 2013
Master of Business Administration (M.B.A.)
The American College
University of Pittsburgh
Business Administration, Marketing
Carson Shadowen's American Express Financial Advisors Experience 1999 - 2000
Job Vice President, Senior Wealth Advisor
Industry Financial Services
Experience
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
Craig M Bettencourt Craig M Bettencourt's American Express Financial Advisors Experience January 1999 - January 2002
Job Account & Business Development Manager at Aerotek Financial Services
Industry Staffing and Recruiting
Experience
Aerotek - An Allegis Group Company April 2012 - Present
Aerotek - An Allegis Group Company December 2010 - Present
Wachovia/Wells Fargo January 2002 - May 2010
American Express Financial Advisors January 1999 - January 2002
Skills
Building Relationships, Business Development, Recruiting, Finance, Account Management, Relationship Management, Talent Acquisition
Education
Quinnipiac University 1995 — 1999
BA, History, Computer & Political Science
Bishop Connolly High School 1991 — 1995
Diploma, General
Aerotek - An Allegis Group Company April 2012 - Present
Aerotek - An Allegis Group Company December 2010 - Present
Wachovia/Wells Fargo January 2002 - May 2010
American Express Financial Advisors January 1999 - January 2002
Skills
Building Relationships, Business Development, Recruiting, Finance, Account Management, Relationship Management, Talent Acquisition
Education
Quinnipiac University 1995 — 1999
BA, History, Computer & Political Science
Bishop Connolly High School 1991 — 1995
Diploma, General
Amanda L. Brown, MSFA, CFP® Amanda L. Brown, MSFA, CFP®'s American Express Financial Advisors Experience August 2002 - April 2003
Job Associate Director, Wealth Advisory at Threshold Group
Industry Financial Services
Experience
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Aisha Owmby's American Express Financial Advisors Experience December 2001 - March 2002
Job Mortgage and Insurance Expert
Industry Financial Services
Experience
Colonial Life 2013 - Present
OSJ Enterprises llc April 2004 - Present
Independent 2004 - Present
The HCI Group December 2011 - March 2012
National Association of Mortgage Underwriters October 2011 - December 2011
Access Mortgage April 2002 - April 2004
American Amicable March 2002 - January 2003
Countrywide Home Loans March 2002 - April 2002
American Express Financial Advisors December 2001 - March 2002
GEICO January 1998 - October 2000
Skills
Compliance, Healthcare, Process Improvement, Customer Service, Excel, Microsoft Excel, Employee Benefits, Coaching, CRM, Marketing, Analysis, Recruiting, Hospitals, Human Resources, Cold Calling, Outlook, Training, Sales, Management, Microsoft Office, Leadership, Marketing Strategy, Sales Management, Strategic Financial..., Interviews, Program Management, Insurance, Time Management, Networking, New Business Development, Sourcing, Account Management, Strategic Planning, Team Leadership, Leadership Development, Finance, Team Building, Small Business, Project Management, Financial Analysis, Negotiation
Education
Regent University School of Law 2013 — 2016
Trenton Central High School Class of '94
High School Diploma
University of Phoenix
a Bachelor of Science, Online; Business; Organizational Innovation
Colonial Life 2013 - Present
OSJ Enterprises llc April 2004 - Present
Independent 2004 - Present
The HCI Group December 2011 - March 2012
National Association of Mortgage Underwriters October 2011 - December 2011
Access Mortgage April 2002 - April 2004
American Amicable March 2002 - January 2003
Countrywide Home Loans March 2002 - April 2002
American Express Financial Advisors December 2001 - March 2002
GEICO January 1998 - October 2000
Skills
Compliance, Healthcare, Process Improvement, Customer Service, Excel, Microsoft Excel, Employee Benefits, Coaching, CRM, Marketing, Analysis, Recruiting, Hospitals, Human Resources, Cold Calling, Outlook, Training, Sales, Management, Microsoft Office, Leadership, Marketing Strategy, Sales Management, Strategic Financial..., Interviews, Program Management, Insurance, Time Management, Networking, New Business Development, Sourcing, Account Management, Strategic Planning, Team Leadership, Leadership Development, Finance, Team Building, Small Business, Project Management, Financial Analysis, Negotiation
Education
Regent University School of Law 2013 — 2016
Trenton Central High School Class of '94
High School Diploma
University of Phoenix
a Bachelor of Science, Online; Business; Organizational Innovation
Brittaney Borman's American Express Financial Advisors Experience January 2002 - October 2002
Job Insurance Service Representative at Texas Farm Bureau Insurance Companies
Industry Insurance
Experience
Texas Farm Bureau Insurance Companies January 2010 - Present
Paradigm Construction & Engineering Inc. January 2007 - September 2009
SecureMed Technologies April 2004 - July 2006
Kentek Corporation November 2002 - December 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Maintaining Strong..., Office Management, Executive Level..., Sales, Property & Casualty..., Project Management, Customer Retention, Training Leadership, Purchasing Negotiation, Procedure Manuals, Field Support, Accounts..., QuickBooks
Education
Oral Roberts University 1998 — 2001
International Business
Texas Farm Bureau Insurance Companies January 2010 - Present
Paradigm Construction & Engineering Inc. January 2007 - September 2009
SecureMed Technologies April 2004 - July 2006
Kentek Corporation November 2002 - December 2003
American Express Financial Advisors January 2002 - October 2002
Skills
Maintaining Strong..., Office Management, Executive Level..., Sales, Property & Casualty..., Project Management, Customer Retention, Training Leadership, Purchasing Negotiation, Procedure Manuals, Field Support, Accounts..., QuickBooks
Education
Oral Roberts University 1998 — 2001
International Business
Blaze Hemingway Blaze Hemingway's American Express Financial Advisors Experience April 1995 - June 1997
Job Content Writer and Blogger
Industry Writing and Editing
Experience
Freelancer June 2010 - Present
redcoon Poland / Media-Saturn Group January 2014 - December 2014
The Mochachief Publishing Group June 2009 - October 2013
Commonwealth of Virginia June 2004 - October 2008
City of Norfolk October 1997 - June 2003
American Express Financial Advisors April 1995 - June 1997
Skills
Editorial Skills, Report Writing, Proofreading, Creative Writing, Program Management, Books, Photography, Editing, Media Relations, Copy Editing, Web Content, Public Speaking, Copywriting, Teaching, Fiction, Tutoring, Publishing, Content Development, Facebook, Newsletters, Social Networking, Nonprofits, Event Planning, Technical Writing, Social Media, Fundraising, Ebooks, Research, Blogging, Feature Articles, Storytelling, Poetry, Creative Writer, Press Releases, Short Stories, Fiction Writing, Newspapers, Ghostwriting, Novels, Non-fiction, Strategic Communications, Publicity, Editorial, Magazines, Speech Writing, Book Reviews, Online Publishing, Journalism, Freelance Writing, Content Management
Education
Old Dominion University
BA/BS, English, Psychology
Freelancer June 2010 - Present
redcoon Poland / Media-Saturn Group January 2014 - December 2014
The Mochachief Publishing Group June 2009 - October 2013
Commonwealth of Virginia June 2004 - October 2008
City of Norfolk October 1997 - June 2003
American Express Financial Advisors April 1995 - June 1997
Skills
Editorial Skills, Report Writing, Proofreading, Creative Writing, Program Management, Books, Photography, Editing, Media Relations, Copy Editing, Web Content, Public Speaking, Copywriting, Teaching, Fiction, Tutoring, Publishing, Content Development, Facebook, Newsletters, Social Networking, Nonprofits, Event Planning, Technical Writing, Social Media, Fundraising, Ebooks, Research, Blogging, Feature Articles, Storytelling, Poetry, Creative Writer, Press Releases, Short Stories, Fiction Writing, Newspapers, Ghostwriting, Novels, Non-fiction, Strategic Communications, Publicity, Editorial, Magazines, Speech Writing, Book Reviews, Online Publishing, Journalism, Freelance Writing, Content Management
Education
Old Dominion University
BA/BS, English, Psychology
Jack Stemper, CFP® Jack Stemper, CFP®'s American Express Financial Advisors Experience May 1996 - July 2000
Job Managing Director at First Foundation Advisors
Industry Financial Services
Experience
First Foundation Advisors July 2000 - Present
American Express Financial Advisors May 1996 - July 2000
McDonnell Douglas September 1989 - May 1996
Martin Marietta Aerospace June 1984 - September 1989
Skills
Financial Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Investment Advisory, Banking, Portfolio Management, High Net Worth..., Finance, 401k, Employee Stock Options, Philanthropy
Education
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Engineering Science
First Foundation Advisors July 2000 - Present
American Express Financial Advisors May 1996 - July 2000
McDonnell Douglas September 1989 - May 1996
Martin Marietta Aerospace June 1984 - September 1989
Skills
Financial Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Investment Advisory, Banking, Portfolio Management, High Net Worth..., Finance, 401k, Employee Stock Options, Philanthropy
Education
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Engineering Science
Michael Hill, Esq. Michael Hill, Esq.'s American Express Financial Advisors Experience January 1998 - March 1999
Job Managing Partner at Menzer & Hill, P.A.
Industry Law Practice
Experience
Menzer & Hill, P.A. 2010 - Present
Summit Brokerage Services November 2005 - August 2010
TradeStation Securities April 1999 - November 2005
724th Military Police BN 1998 - 2000
American Express Financial Advisors January 1998 - March 1999
Spear, Leeds & Kellogg October 1994 - March 1996
4-3 ADA, Kitzingen, Germany 1991 - 1993
Skills
Securities Regulation, FINRA, Securities, Strategic Financial..., Leadership, Securities Litigation, Alternative Dispute..., Broker-Dealer, Management, Finance, Estate Planning, Corporate Governance, Dispute Resolution
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2006
JD, Law
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering (Aerospace Systems)
Menzer & Hill, P.A. 2010 - Present
Summit Brokerage Services November 2005 - August 2010
TradeStation Securities April 1999 - November 2005
724th Military Police BN 1998 - 2000
American Express Financial Advisors January 1998 - March 1999
Spear, Leeds & Kellogg October 1994 - March 1996
4-3 ADA, Kitzingen, Germany 1991 - 1993
Skills
Securities Regulation, FINRA, Securities, Strategic Financial..., Leadership, Securities Litigation, Alternative Dispute..., Broker-Dealer, Management, Finance, Estate Planning, Corporate Governance, Dispute Resolution
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2006
JD, Law
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering (Aerospace Systems)
Paul Reardon Paul Reardon's American Express Financial Advisors Experience January 1991 - December 2003
Job Financial Advisor & Associate, Investment Advisory Group
Industry Financial Services
Experience
Investment Advisory Group January 2004 - Present
American Express Financial Advisors January 1991 - December 2003
Education
Providence College 1986 — 1990
BS, Business Administration
Investment Advisory Group January 2004 - Present
American Express Financial Advisors January 1991 - December 2003
Education
Providence College 1986 — 1990
BS, Business Administration
Chris Schab Chris Schab's American Express Financial Advisors Experience 2002 - 2004
Job Castro Valley Insurance Agency, an Allstate agency
Industry Insurance
Experience
Castro Valley Insurance Agency July 2014 - Present
Allstate Financial July 2009 - June 2014
Ameriprise Financial October 2005 - April 2009
TJB Financial Inc November 2004 - June 2005
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Finance, Estate Planning, Retirement Planning, Fixed Annuities, Investments, Financial Services, Financial Advisory, Wealth Management, Mutual Funds, Retirement, Leadership
Education
Northeastern University 1984 — 1989
Economics
Castro Valley Insurance Agency July 2014 - Present
Allstate Financial July 2009 - June 2014
Ameriprise Financial October 2005 - April 2009
TJB Financial Inc November 2004 - June 2005
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Finance, Estate Planning, Retirement Planning, Fixed Annuities, Investments, Financial Services, Financial Advisory, Wealth Management, Mutual Funds, Retirement, Leadership
Education
Northeastern University 1984 — 1989
Economics
Nancy Dunnigan Nancy Dunnigan's American Express Financial Advisors Experience June 1984 - March 1996
Job Management Consultant and Professional
Industry Market Research
Experience
Cognis Consulting April 1996 - Present
Blue Cross Blue Shield of Minnesota 2011 - April 2014
American Express Financial Advisors June 1984 - March 1996
Skills
Strategy, Management Consulting, Change Management, Leadership Development, Strategic Planning, Project Planning, Workshop Facilitation, Business Process..., Team Leadership, Business Planning, New Business Development, Leadership, Process Improvement, Organizational..., Business Strategy, Management
Education
University of Minnesota 1978 — 1981
JD, Law
North Dakota State University 1972 — 1976
BS, Sociology, Child Development, Family Relations
CoCo Design School
Human Capital Institute
Cognis Consulting April 1996 - Present
Blue Cross Blue Shield of Minnesota 2011 - April 2014
American Express Financial Advisors June 1984 - March 1996
Skills
Strategy, Management Consulting, Change Management, Leadership Development, Strategic Planning, Project Planning, Workshop Facilitation, Business Process..., Team Leadership, Business Planning, New Business Development, Leadership, Process Improvement, Organizational..., Business Strategy, Management
Education
University of Minnesota 1978 — 1981
JD, Law
North Dakota State University 1972 — 1976
BS, Sociology, Child Development, Family Relations
CoCo Design School
Human Capital Institute
Julie Linn's American Express Financial Advisors Experience January 2002 - July 2002
Job Chief Compliance Officer at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare January 2015 - Present
Green Dot Corporation December 2011 - December 2014
Walmart September 2009 - December 2011
eBay/PayPal January 2004 - December 2007
Engles, Ketcham, Olson & Keith 2002 - 2003
American Express Financial Advisors January 2002 - July 2002
California Superior Court, County of Los Angeles 2000 - 2001
Fonda & Hilberman, LLP April 1999 - August 1999
American Golf Corporation June 1997 - April 1999
United States House of Representatives 1996 - 1997
Skills
Regulatory Affairs, Regulatory Compliance, Legal Compliance, Financial Risk, Policy, Corporate Law, Management, Regulatory Analysis, Regulatory Requirements, Leadership Development, Team Leadership, Risk Management, Litigation, Financial Services, Finance, Fraud, E-payments, Corporate Governance, Banking Law, Credit, Legal Writing, Insurance, Budgets, Banking, Staff Retention, Leadership
Education
Pepperdine University School of Law 1996 — 2000
Doctor of Law (J.D.), Business Law
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Quantitative Analysis
Pepperdine University 1993 — 1996
BA, Political Science & Spanish
University of Arizona 1991 — 1993
Completion of General Education majoring in Finance
ConnectYourCare January 2015 - Present
Green Dot Corporation December 2011 - December 2014
Walmart September 2009 - December 2011
eBay/PayPal January 2004 - December 2007
Engles, Ketcham, Olson & Keith 2002 - 2003
American Express Financial Advisors January 2002 - July 2002
California Superior Court, County of Los Angeles 2000 - 2001
Fonda & Hilberman, LLP April 1999 - August 1999
American Golf Corporation June 1997 - April 1999
United States House of Representatives 1996 - 1997
Skills
Regulatory Affairs, Regulatory Compliance, Legal Compliance, Financial Risk, Policy, Corporate Law, Management, Regulatory Analysis, Regulatory Requirements, Leadership Development, Team Leadership, Risk Management, Litigation, Financial Services, Finance, Fraud, E-payments, Corporate Governance, Banking Law, Credit, Legal Writing, Insurance, Budgets, Banking, Staff Retention, Leadership
Education
Pepperdine University School of Law 1996 — 2000
Doctor of Law (J.D.), Business Law
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Quantitative Analysis
Pepperdine University 1993 — 1996
BA, Political Science & Spanish
University of Arizona 1991 — 1993
Completion of General Education majoring in Finance
Adam Chin's American Express Financial Advisors Experience January 2005 - September 2005
Job VP of Credit Risk Advanced Analytics
Industry Banking
Experience
Wells Fargo September 2005 - Present
American Express Financial Advisors January 2005 - September 2005
Target Financial Services June 2002 - December 2004
MLT Vacations February 2001 - June 2002
Education
St. Cloud State University 1999 — 2001
MS
North Central College 1995 — 1999
BS
Wells Fargo September 2005 - Present
American Express Financial Advisors January 2005 - September 2005
Target Financial Services June 2002 - December 2004
MLT Vacations February 2001 - June 2002
Education
St. Cloud State University 1999 — 2001
MS
North Central College 1995 — 1999
BS
Jason Rumburg's American Express Financial Advisors Experience June 1999 - March 2000
Job Executive Director Head of Fiduciary Risk for Chase Wealth Management
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - June 2015
JPMorgan Chase January 2013 - April 2014
JPMorganChase November 2009 - January 2013
JPMorgan Chase October 2005 - November 2009
PNC Financial Services Group October 2003 - October 2005
Mellon Financial March 2000 - October 2003
American Express Financial Advisors June 1999 - March 2000
Skills
Auditing, Wealth Management, Investment Management, Mortgage Lending, Fraud, Electronic Funds..., Enterprise Risk..., Risk Management, Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Operational Risk, Trusts, Hedge Funds, Alternative Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Accounting
Penn State University 1995 — 1999
BS, Economics
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - June 2015
JPMorgan Chase January 2013 - April 2014
JPMorganChase November 2009 - January 2013
JPMorgan Chase October 2005 - November 2009
PNC Financial Services Group October 2003 - October 2005
Mellon Financial March 2000 - October 2003
American Express Financial Advisors June 1999 - March 2000
Skills
Auditing, Wealth Management, Investment Management, Mortgage Lending, Fraud, Electronic Funds..., Enterprise Risk..., Risk Management, Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Operational Risk, Trusts, Hedge Funds, Alternative Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Accounting
Penn State University 1995 — 1999
BS, Economics
Graham Williams, MBA CFP®'s American Express Financial Advisors Experience April 1995 - October 1996
Job Owner, FInancial Advisor at Williams Palmer, LLC
Industry Financial Services
Experience
Williams Palmer, LLC 2002 - Present
Pacific West Financial Group October 1996 - February 2002
American Express Financial Advisors April 1995 - October 1996
ADP 1992 - 1994
IBM 1989 - 1992
United States Marine Corps 1985 - 1989
Skills
Personal Financial..., Investment Strategies, Investments, Investment Management, Investment Advisory, Alternative Investments, Asset Allocation, ETFs, Wealth, Financial Planners, Financial Advisory, Wealth Management..., Retirement Planning, Estate Planning, IRAs
Education
Pepperdine University 1988 — 1991
Master of Business Administration (M.B.A.)
Penn State University 1982 — 1985
Bachelor of Science (B.Sc.), Mechanical Engineering
Williams Palmer, LLC 2002 - Present
Pacific West Financial Group October 1996 - February 2002
American Express Financial Advisors April 1995 - October 1996
ADP 1992 - 1994
IBM 1989 - 1992
United States Marine Corps 1985 - 1989
Skills
Personal Financial..., Investment Strategies, Investments, Investment Management, Investment Advisory, Alternative Investments, Asset Allocation, ETFs, Wealth, Financial Planners, Financial Advisory, Wealth Management..., Retirement Planning, Estate Planning, IRAs
Education
Pepperdine University 1988 — 1991
Master of Business Administration (M.B.A.)
Penn State University 1982 — 1985
Bachelor of Science (B.Sc.), Mechanical Engineering
Michael Pauli's American Express Financial Advisors Experience 1999 - 2002
Job Revenue Cycle Manager at Ochsner Clinic Foundation
Industry Hospital & Health Care
Experience
Ochsner Clinic Foundation August 2012 - May 2014
Northshore Eye Associates September 2011 - August 2012
Robert Half International August 2010 - August 2011
Tulane Hospital February 2002 - August 2010
American Express Financial Advisors 1999 - 2002
Central Parking System 1995 - 1998
Skills
Financial Analysis, Strategic Financial..., Insurance, Strategic Planning, Budgets, Risk Management, Process Improvement, Finance, Cash Management, Banking, Asset Managment, New Business Development, Business Strategy, Accounting, Microsoft Excel, Revenue Cycle, Healthcare Management, Analysis, Healthcare, Leadership
Education
Northwestern State University 1990 — 1995
Bachelor of Science, Business Administration, Finance
Brother Martin 1986 — 1990
Ochsner Clinic Foundation August 2012 - May 2014
Northshore Eye Associates September 2011 - August 2012
Robert Half International August 2010 - August 2011
Tulane Hospital February 2002 - August 2010
American Express Financial Advisors 1999 - 2002
Central Parking System 1995 - 1998
Skills
Financial Analysis, Strategic Financial..., Insurance, Strategic Planning, Budgets, Risk Management, Process Improvement, Finance, Cash Management, Banking, Asset Managment, New Business Development, Business Strategy, Accounting, Microsoft Excel, Revenue Cycle, Healthcare Management, Analysis, Healthcare, Leadership
Education
Northwestern State University 1990 — 1995
Bachelor of Science, Business Administration, Finance
Brother Martin 1986 — 1990
Eric Beitchman's American Express Financial Advisors Experience January 2004 - August 2005
Job Commercial Real Estate Advisor at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap January 2006 - Present
American Express Financial Advisors January 2004 - August 2005
Education
Northwestern University 1992 — 1997
Marcus & Millichap January 2006 - Present
American Express Financial Advisors January 2004 - August 2005
Education
Northwestern University 1992 — 1997
Christina Weinberg's American Express Financial Advisors Experience July 1998 - March 1999
Job Director Relationship Management at BondDesk Group LLC
Industry Financial Services
Experience
Tradweb Direct May 2013 - Present
Mom for JustWeetwo 2013 - 2014
Mom for JustWeetwo 2013 - 2014
NorthPoint Solutions May 2009 - March 2013
Bluefield Holdings June 2008 - February 2009
Fred Alger Management October 2003 - May 2008
Fred Alger Management October 2000 - October 2003
Prudential Financial March 1999 - September 2000
American Express Financial Advisors July 1998 - March 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Trading, Investment Banking, Investments, Risk Management, New Business Development, Financial Analysis, Sales, Asset Management, Relationship Management, Business Development, Finance, Financial Services, Derivatives, Financial Markets, Series 7, Series 63, Trading Systems, Electronic Trading
Education
Penn State University 1994 — 1998
BA, Finance minor Japanese
Tradweb Direct May 2013 - Present
Mom for JustWeetwo 2013 - 2014
Mom for JustWeetwo 2013 - 2014
NorthPoint Solutions May 2009 - March 2013
Bluefield Holdings June 2008 - February 2009
Fred Alger Management October 2003 - May 2008
Fred Alger Management October 2000 - October 2003
Prudential Financial March 1999 - September 2000
American Express Financial Advisors July 1998 - March 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Trading, Investment Banking, Investments, Risk Management, New Business Development, Financial Analysis, Sales, Asset Management, Relationship Management, Business Development, Finance, Financial Services, Derivatives, Financial Markets, Series 7, Series 63, Trading Systems, Electronic Trading
Education
Penn State University 1994 — 1998
BA, Finance minor Japanese
Andrew Munson's American Express Financial Advisors Experience 2005 - 2006
Job Senior Product Manager Enterprise Money Movement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2014
Ameriprise Financial Services, Inc. 2006 - 2012
American Express Financial Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2000 - 2004
United States Marine Corps 1994 - 1998
Skills
Program Management, Leadership, Product Management, Change Management, Strategy, Testing, Project Management, Vendor Relationships, Banking, Analysis, Business Process..., Enterprise Software, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Vendor Management, Process Improvement, Requirements Analysis, Six Sigma, Business Process, Product Marketing, Team Leadership
Education
Northwestern College
Bachelors of Science, Business Administration - Graduated
Rosemount High School
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2014
Ameriprise Financial Services, Inc. 2006 - 2012
American Express Financial Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2000 - 2004
United States Marine Corps 1994 - 1998
Skills
Program Management, Leadership, Product Management, Change Management, Strategy, Testing, Project Management, Vendor Relationships, Banking, Analysis, Business Process..., Enterprise Software, Business Analysis, Project Portfolio..., Cross-functional Team..., Project Planning, Vendor Management, Process Improvement, Requirements Analysis, Six Sigma, Business Process, Product Marketing, Team Leadership
Education
Northwestern College
Bachelors of Science, Business Administration - Graduated
Rosemount High School
Thomas M. LaRocca CFP, ChFC's American Express Financial Advisors Experience August 1994 - February 1997
Job President JPL Asset Management and Planning, LLC
Industry Financial Services
Experience
JPL Asset Management and Planning January 2008 - Present
LPL Financial Services February 1997 - December 2007
American Express Financial Advisors August 1994 - February 1997
Skills
Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Mutual Funds, Retirement, Insurance, Securities, Fixed Annuities, Asset Management, Portfolio Management, Series 63, Investment Advisory, Financial Services, 401k, Asset Allocation, Risk Management, Estate Planning, Financial Advisory
Education
The American College 1996 — 1998
ChFC Designation, Comprehensive Financial Planning
Certified Financial Planner Board of Standards
CFP Designation, Comprehensive Financial Planning
Penn State University 1989 — 1993
Bachelor's degree, Finance
JPL Asset Management and Planning January 2008 - Present
LPL Financial Services February 1997 - December 2007
American Express Financial Advisors August 1994 - February 1997
Skills
Retirement Planning, Strategic Financial..., Series 7, Investments, Wealth Management, Mutual Funds, Retirement, Insurance, Securities, Fixed Annuities, Asset Management, Portfolio Management, Series 63, Investment Advisory, Financial Services, 401k, Asset Allocation, Risk Management, Estate Planning, Financial Advisory
Education
The American College 1996 — 1998
ChFC Designation, Comprehensive Financial Planning
Certified Financial Planner Board of Standards
CFP Designation, Comprehensive Financial Planning
Penn State University 1989 — 1993
Bachelor's degree, Finance
Hayden Aalvik's American Express Financial Advisors Experience May 2003 - August 2003
Job Business Management
Industry Financial Services
Experience
Rock Resources NC, Inc. June 2011 - Present
Hankin & Co. July 2008 - June 2011
KPMG June 2004 - June 2007
American Express Financial Advisors May 2003 - August 2003
Intel Corporation May 2002 - August 2002
Skills
Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Market Research, Mergers, Start-ups, Strategy, Leadership, Entrepreneurship, Mergers & Acquisitions, Business Development, Strategic Planning, Competitive Analysis, Investments, Private Equity, Business Valuation, Venture Capital, Portfolio Management, Investment Banking, Due Diligence, Finance, Equities, Valuation, Fixed Income, Executive Management, Economics, Strategic Financial..., Corporate Development, M&A experience, Restructuring
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Finance, General
Pepperdine University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Rock Resources NC, Inc. June 2011 - Present
Hankin & Co. July 2008 - June 2011
KPMG June 2004 - June 2007
American Express Financial Advisors May 2003 - August 2003
Intel Corporation May 2002 - August 2002
Skills
Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Market Research, Mergers, Start-ups, Strategy, Leadership, Entrepreneurship, Mergers & Acquisitions, Business Development, Strategic Planning, Competitive Analysis, Investments, Private Equity, Business Valuation, Venture Capital, Portfolio Management, Investment Banking, Due Diligence, Finance, Equities, Valuation, Fixed Income, Executive Management, Economics, Strategic Financial..., Corporate Development, M&A experience, Restructuring
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Finance, General
Pepperdine University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Bob Jaundalderis's American Express Financial Advisors Experience November 1995 - October 1996
Job Business Development Manager at Idaho Elks Hearing and Balance St. Luke's
Industry Hospital & Health Care
Experience
Idaho Elks Hearing and Balance - St. Luke's October 2014 - Present
Elks Rehab System June 2012 - September 2014
KTRV FOX 12 June 2010 - December 2011
KTRV FOX 12 February 2007 - September 2010
KTRV TV September 2002 - January 2007
KTRV TV March 1999 - August 2002
KATU-TV January 1997 - January 1999
American Express Financial Advisors November 1995 - October 1996
KATU-TV 1985 - 1995
Skills
Media Relations, Social Media, Public Relations, Broadcast, Press Releases, Social Media Marketing, Editing, Copywriting, Strategic Communications, Online Marketing, Management, Strategic Planning, Advertising, Marketing Communications, Digital Marketing, Marketing, Event Planning, Public Speaking, Newsletters, Social Networking
Education
Portland State University - School of Business
M.B.A., Business, Marketing
University of Washington
B.A., Broadcast Communications
Idaho Elks Hearing and Balance - St. Luke's October 2014 - Present
Elks Rehab System June 2012 - September 2014
KTRV FOX 12 June 2010 - December 2011
KTRV FOX 12 February 2007 - September 2010
KTRV TV September 2002 - January 2007
KTRV TV March 1999 - August 2002
KATU-TV January 1997 - January 1999
American Express Financial Advisors November 1995 - October 1996
KATU-TV 1985 - 1995
Skills
Media Relations, Social Media, Public Relations, Broadcast, Press Releases, Social Media Marketing, Editing, Copywriting, Strategic Communications, Online Marketing, Management, Strategic Planning, Advertising, Marketing Communications, Digital Marketing, Marketing, Event Planning, Public Speaking, Newsletters, Social Networking
Education
Portland State University - School of Business
M.B.A., Business, Marketing
University of Washington
B.A., Broadcast Communications
Alan Emanuel's American Express Financial Advisors Experience July 1999 - October 1999
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
Darren Koch CFP®'s American Express Financial Advisors Experience 1992 - 1994
Job Financial Planner: Steigerwald, Gordon & Koch Inc.
Industry Financial Services
Experience
Steigerwald, Gordon & Koch Inc. January 2004 - Present
Charles Schwab October 1998 - January 2004
JPA Financial Advisors 1994 - 1998
American Express Financial Advisors 1992 - 1994
Education
Radford University - College of Business and Economics
Steigerwald, Gordon & Koch Inc. January 2004 - Present
Charles Schwab October 1998 - January 2004
JPA Financial Advisors 1994 - 1998
American Express Financial Advisors 1992 - 1994
Education
Radford University - College of Business and Economics
Corey Klein's American Express Financial Advisors Experience 2001 - 2002
Job Small Business Regional Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2011 - Present
JP Morgan Chase 2007 - 2011
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2005 - 2006
Bank One 2003 - 2005
First Switzerland Finanical Ltd. 2003 - 2003
American Express Financial Advisors 2001 - 2002
Skills
Leadership, Credit Analysis, Management, Small Business, Strategic Planning, Mortgage Lending, Sales, Fixed Income, Credit, Finance
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2007
MBA, Finance and International Business
University of Illinois at Urbana-Champaign
BS
JPMorgan Chase 2011 - Present
JP Morgan Chase 2007 - 2011
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2005 - 2006
Bank One 2003 - 2005
First Switzerland Finanical Ltd. 2003 - 2003
American Express Financial Advisors 2001 - 2002
Skills
Leadership, Credit Analysis, Management, Small Business, Strategic Planning, Mortgage Lending, Sales, Fixed Income, Credit, Finance
Education
Loyola University of Chicago - Graduate School of Business 2006 — 2007
MBA, Finance and International Business
University of Illinois at Urbana-Champaign
BS
Cynthia Lau's American Express Financial Advisors Experience 1996 - 1998
Job Vice President of Human Resources
Industry Financial Services
Experience
Cabrera Capital Markets, LLC 2008 - Present
First Suburban National Bank 2006 - 2008
Bethany Methodist Corporation 1998 - 2005
American Express Financial Advisors 1996 - 1998
Skills
Employee Benefits, Onboarding, Human Resources, Policy, Benefits Administration, Strategic Planning, Talent Acquisition, Workforce Planning, Employee Engagement, Talent Management, Employee Relations, Conflict Resolution, HRIS, FMLA, College Recruiting
Education
Northern Illinois University
B.S., Human Resources
Cabrera Capital Markets, LLC 2008 - Present
First Suburban National Bank 2006 - 2008
Bethany Methodist Corporation 1998 - 2005
American Express Financial Advisors 1996 - 1998
Skills
Employee Benefits, Onboarding, Human Resources, Policy, Benefits Administration, Strategic Planning, Talent Acquisition, Workforce Planning, Employee Engagement, Talent Management, Employee Relations, Conflict Resolution, HRIS, FMLA, College Recruiting
Education
Northern Illinois University
B.S., Human Resources
Jay L. Marmer's American Express Financial Advisors Experience 1986 - 1988
Job Partner, Financial Security Services LLC
Industry Investment Management
Experience
Financial Security Services LLC September 2000 - Present
ING - Aetna Financial Services January 1996 - December 1999
MetLife Resources 1987 - 1990
American Express Financial Advisors 1986 - 1988
Skills
Investments, IRAs, Management, Retirement Planning, Employee Benefits, Investment Advisory, Business Strategy, Asset Management, Asset Allocation, Defined Benefit, 401k, Fixed Annuities, Wealth Accumulation, Mutual Funds, Retirement, Insurance, Wealth, Portfolio Management, Wealth Management, Finance, Profit Sharing, Pensions, Small Business
Education
American College 1978 — 1982
MS, Financial Services
Queens College 1960 — 1965
BA, Mathematics
Financial Security Services LLC September 2000 - Present
ING - Aetna Financial Services January 1996 - December 1999
MetLife Resources 1987 - 1990
American Express Financial Advisors 1986 - 1988
Skills
Investments, IRAs, Management, Retirement Planning, Employee Benefits, Investment Advisory, Business Strategy, Asset Management, Asset Allocation, Defined Benefit, 401k, Fixed Annuities, Wealth Accumulation, Mutual Funds, Retirement, Insurance, Wealth, Portfolio Management, Wealth Management, Finance, Profit Sharing, Pensions, Small Business
Education
American College 1978 — 1982
MS, Financial Services
Queens College 1960 — 1965
BA, Mathematics
Bob Cole, CFP, ChFC's American Express Financial Advisors Experience July 1997 - May 2000
Job SVP at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2013 - Present
BOK Financial September 2006 - November 2013
First Horizon National Corporation May 2000 - September 2006
First Tennessee Bank 2000 - 2006
American Express Financial Advisors July 1997 - May 2000
Skills
Wealth Management, Banking, Investments, Strategic Financial..., Finance, Insurance, Private Banking, Series 7
Education
Union University 2002 — 2003
MBA, Business
Northeastern State University 1994 — 1997
Bachelor of Business Administration, Finance
University of Arkansas 1992 — 1993
Business
BOK Financial November 2013 - Present
BOK Financial September 2006 - November 2013
First Horizon National Corporation May 2000 - September 2006
First Tennessee Bank 2000 - 2006
American Express Financial Advisors July 1997 - May 2000
Skills
Wealth Management, Banking, Investments, Strategic Financial..., Finance, Insurance, Private Banking, Series 7
Education
Union University 2002 — 2003
MBA, Business
Northeastern State University 1994 — 1997
Bachelor of Business Administration, Finance
University of Arkansas 1992 — 1993
Business
Taj Mustapha's American Express Financial Advisors Experience January 1998 - January 2000
Job Account Manager at UPS
Industry Transportation/Trucking/Railroad
Experience
Southfield Ravens January 2012 - Present
UPS January 2000 - Present
UPS January 2000 - Present
Kapa Alpha Psi 1994 - Present
Forgotten Harvest 2008 - 2010
PHA 2000 - 2010
American Express Financial Advisors January 1998 - January 2000
Skills
Finance, Competitive Analysis, Leadership, Management, Business Planning, Sales, New Business Development, Team Building, Strategic Planning, Negotiation, Program Management, Coaching, Training, Budgets, Customer Service, Time Management, Contract Negotiation, Logistics, Teamwork, Supply Chain, Operations Management, Account Management, Contract Management, Process Improvement, Forecasting, Sales Management, Inventory Management, Transportation, Supply Chain Management
Education
Wayne County Community College 2001 — 2002
Supply Chain Management, Logistics
Northwood University 1992 — 1996
AA, Banking and Finance
Rochester College
Southfield Ravens January 2012 - Present
UPS January 2000 - Present
UPS January 2000 - Present
Kapa Alpha Psi 1994 - Present
Forgotten Harvest 2008 - 2010
PHA 2000 - 2010
American Express Financial Advisors January 1998 - January 2000
Skills
Finance, Competitive Analysis, Leadership, Management, Business Planning, Sales, New Business Development, Team Building, Strategic Planning, Negotiation, Program Management, Coaching, Training, Budgets, Customer Service, Time Management, Contract Negotiation, Logistics, Teamwork, Supply Chain, Operations Management, Account Management, Contract Management, Process Improvement, Forecasting, Sales Management, Inventory Management, Transportation, Supply Chain Management
Education
Wayne County Community College 2001 — 2002
Supply Chain Management, Logistics
Northwood University 1992 — 1996
AA, Banking and Finance
Rochester College
Stew Cohen's American Express Financial Advisors Experience October 1997 - November 1999
Job Program Development Professional
Industry Food & Beverages
Experience
Freshman's Food Boutique January 2005 - January 2008
CIBC November 2001 - December 2004
Royal Private Counsel January 2001 - October 2001
American Express Financial Advisors October 1997 - November 1999
Varsity Vogue Inc. September 1990 - July 1997
Daimor Limited November 1986 - July 1990
Macy's June 1984 - September 1986
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Business - Marketing & International Business
Freshman's Food Boutique January 2005 - January 2008
CIBC November 2001 - December 2004
Royal Private Counsel January 2001 - October 2001
American Express Financial Advisors October 1997 - November 1999
Varsity Vogue Inc. September 1990 - July 1997
Daimor Limited November 1986 - July 1990
Macy's June 1984 - September 1986
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Business - Marketing & International Business
Brian Rucks, CFP®'s American Express Financial Advisors Experience December 1990 - January 2000
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
RSM McGladrey March 2005 - April 2007
Rucks Custom Club Fitting, Inc. January 2000 - March 2007
American Express Financial Advisors December 1990 - January 2000
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MBA, Marketing
Ameriprise Financial July 2007 - Present
RSM McGladrey March 2005 - April 2007
Rucks Custom Club Fitting, Inc. January 2000 - March 2007
American Express Financial Advisors December 1990 - January 2000
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MBA, Marketing
Gretchen Zigman's American Express Financial Advisors Experience 1996 - 1999
Job Control Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors September 2009 - March 2014
Wells Fargo Investments 1999 - 2009
American Express Financial Advisors 1996 - 1999
Education
Northern Michigan University 1985 — 1989
BS, Business
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors September 2009 - March 2014
Wells Fargo Investments 1999 - 2009
American Express Financial Advisors 1996 - 1999
Education
Northern Michigan University 1985 — 1989
BS, Business
Jay Tainter's American Express Financial Advisors Experience October 2000 - April 2002
Job President at Jay Of All Trades, LLC
Industry Construction
Experience
Jay Of All Trades, LLC June 1993 - Present
Jay Of All Trades May 1993 - Present
American Express Financial Advisors October 2000 - April 2002
Education
North Dakota State University 1992 — 1994
unfinished, Electrical Engineering
Jay Of All Trades, LLC June 1993 - Present
Jay Of All Trades May 1993 - Present
American Express Financial Advisors October 2000 - April 2002
Education
North Dakota State University 1992 — 1994
unfinished, Electrical Engineering
Christina Tamondong, PMP's American Express Financial Advisors Experience March 2000 - January 2002
Job Consultant at Concord
Industry Information Technology and Services
Experience
Concord September 2013 - Present
NTT DATA Americas May 2013 - August 2013
Gander Mountain October 2012 - April 2013
MN.IT Services at DOT December 2009 - September 2012
MN Public Health Laboratory, MN Department of Health September 2007 - December 2009
MN Public Health Laboratory, MN Department of Health July 2002 - September 2007
American Express Financial Advisors March 2000 - January 2002
Target January 1997 - February 2000
Decision Consultants January 1996 - December 1996
Gallagher Bassett May 1993 - January 1996
Skills
Project Management, Software Development, LIMS, LIS, Business Analysis, JAD, Data Modeling, Requirement..., Software Design, People Development, Web Applications, Oracle Retail, Open Source Development, Health Information..., Healthcare Information..., Public Health..., Process Improvement, Requirements Gathering, Process Flow..., Vendor Management, POS, RMS, MS Project, PMO
Education
Northern Illinois University
Bachelor of Science, Mathematics with an emphasis in Statistics and a Minor in German
Concord September 2013 - Present
NTT DATA Americas May 2013 - August 2013
Gander Mountain October 2012 - April 2013
MN.IT Services at DOT December 2009 - September 2012
MN Public Health Laboratory, MN Department of Health September 2007 - December 2009
MN Public Health Laboratory, MN Department of Health July 2002 - September 2007
American Express Financial Advisors March 2000 - January 2002
Target January 1997 - February 2000
Decision Consultants January 1996 - December 1996
Gallagher Bassett May 1993 - January 1996
Skills
Project Management, Software Development, LIMS, LIS, Business Analysis, JAD, Data Modeling, Requirement..., Software Design, People Development, Web Applications, Oracle Retail, Open Source Development, Health Information..., Healthcare Information..., Public Health..., Process Improvement, Requirements Gathering, Process Flow..., Vendor Management, POS, RMS, MS Project, PMO
Education
Northern Illinois University
Bachelor of Science, Mathematics with an emphasis in Statistics and a Minor in German
Bobby D. Schneider's American Express Financial Advisors Experience 1993 - 2004
Job Founder & CEO at The Delta Group
Industry Financial Services
Experience
The Delta Group Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial 2001 - 2004
Ameriprise Financial Services, Inc. 2001 - 2004
American Express Financial Advisors 1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors) 1992 - 2004
Skills
Financial Advisory, Wealth Management, Retirement
Education
Cambridge University 1994 — 2004
PhD, Management
Our Lady of the Lake University 1980 — 1985
BA & MBA, Marketing/Management
The Delta Group Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial 2001 - 2004
Ameriprise Financial Services, Inc. 2001 - 2004
American Express Financial Advisors 1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors) 1992 - 2004
Skills
Financial Advisory, Wealth Management, Retirement
Education
Cambridge University 1994 — 2004
PhD, Management
Our Lady of the Lake University 1980 — 1985
BA & MBA, Marketing/Management
Kristine (Hanson) Mogollon, CFA's American Express Financial Advisors Experience July 1995 - January 1997
Job Director, Investment Product Management at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Jim Mascia's American Express Financial Advisors Experience June 1999 - June 2000
Job Director of Project Management Office at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
John Hancock June 2007 - December 2010
John Hancock June 2006 - June 2007
John Hancock September 2002 - June 2006
Providence College September 2000 - June 2002
American Express Financial Advisors June 1999 - June 2000
Skills
Microsoft Office, Requirements Analysis, PMO, Business Process, Excel, Budgets, Business Analysis, Data Analysis, Management, Microsoft Excel, PMP, Portfolio Management, Project Management, Strategic Planning, Training, SDLC, Leadership, Financial Services, Process Improvement
Education
Providence College - School of Graduate Studies 2000 — 2002
MBA
Providence College 1994 — 1998
BA, Psychology
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
John Hancock June 2007 - December 2010
John Hancock June 2006 - June 2007
John Hancock September 2002 - June 2006
Providence College September 2000 - June 2002
American Express Financial Advisors June 1999 - June 2000
Skills
Microsoft Office, Requirements Analysis, PMO, Business Process, Excel, Budgets, Business Analysis, Data Analysis, Management, Microsoft Excel, PMP, Portfolio Management, Project Management, Strategic Planning, Training, SDLC, Leadership, Financial Services, Process Improvement
Education
Providence College - School of Graduate Studies 2000 — 2002
MBA
Providence College 1994 — 1998
BA, Psychology
Tim Wargo, FLMI/M's American Express Financial Advisors Experience July 2004 - August 2005
Job Insurance Software Analyst
Industry Insurance
Experience
Legal & General December 2011 - Present
Ameriprise February 2007 - March 2008
Advantage Consulting Group January 2006 - January 2007
American Express Financial Advisors July 2004 - August 2005
CSC 2000 - 2001
American Express Financial Advisors 1996 - 2000
Northern Life Insurance 1990 - 1996
Family Life Insurance 1989 - 1990
Skills
Insurance, COBOL, VSAM, Unix, DB2, Mainframe, Program Management, CICS, SDLC, SQL, MVS, Requirements Gathering, Fileaid, Life Insurance, SPUFI, Business Analysis, JCL, Requirements Analysis, Software Project...
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Arts, Mathematics, Philosophy
Legal & General December 2011 - Present
Ameriprise February 2007 - March 2008
Advantage Consulting Group January 2006 - January 2007
American Express Financial Advisors July 2004 - August 2005
CSC 2000 - 2001
American Express Financial Advisors 1996 - 2000
Northern Life Insurance 1990 - 1996
Family Life Insurance 1989 - 1990
Skills
Insurance, COBOL, VSAM, Unix, DB2, Mainframe, Program Management, CICS, SDLC, SQL, MVS, Requirements Gathering, Fileaid, Life Insurance, SPUFI, Business Analysis, JCL, Requirements Analysis, Software Project...
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Arts, Mathematics, Philosophy
Lydia Ellis's American Express Financial Advisors Experience August 2000 - August 2001
Job Senior Buyer Stampings at Chrysler Group LLC
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles April 2013 - Present
Chrysler August 2011 - April 2013
Littelfuse September 2006 - August 2011
Chrysler May 2006 - September 2006
Siemens VDO Automotive January 2006 - April 2006
Chrysler May 2005 - September 2005
Triad Business Solutions / W-Group April 2004 - May 2005
LandAmerica January 2002 - February 2003
American Express Financial Advisors August 2000 - August 2001
Skills
Automotive, Process Improvement
Education
Oakland University 2002 — 2006
Bachelor of Science in Business Administration, Marketing
FCA Fiat Chrysler Automobiles April 2013 - Present
Chrysler August 2011 - April 2013
Littelfuse September 2006 - August 2011
Chrysler May 2006 - September 2006
Siemens VDO Automotive January 2006 - April 2006
Chrysler May 2005 - September 2005
Triad Business Solutions / W-Group April 2004 - May 2005
LandAmerica January 2002 - February 2003
American Express Financial Advisors August 2000 - August 2001
Skills
Automotive, Process Improvement
Education
Oakland University 2002 — 2006
Bachelor of Science in Business Administration, Marketing
Raymond Toliver's American Express Financial Advisors Experience June 1994 - November 1998
Job
Industry Management Consulting
Experience
Toliver INC. June 2012 - Present
Robert Half Management Resources February 2011 - June 2012
HD Supply January 2010 - September 2010
Best Buy January 2009 - January 2010
Cargill December 2006 - December 2008
Cargill January 2004 - November 2006
American Express Tax and Business Services January 2000 - December 2003
Robert Half Finance & Accounting November 1998 - December 1999
American Express Financial Advisors June 1994 - November 1998
Skills
Process Improvement, Cost Accounting, Accounting, Financial Reporting, Budgets, Program Management, Management, Internal Audit, Variance Analysis, Leadership, Finance, Investments, Management Consulting, Change Management, Project Management, Forecasting, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Risk, Strategic Financial...
Education
Purdue University 1990 — 1994
BS, Accounting
Toliver INC. June 2012 - Present
Robert Half Management Resources February 2011 - June 2012
HD Supply January 2010 - September 2010
Best Buy January 2009 - January 2010
Cargill December 2006 - December 2008
Cargill January 2004 - November 2006
American Express Tax and Business Services January 2000 - December 2003
Robert Half Finance & Accounting November 1998 - December 1999
American Express Financial Advisors June 1994 - November 1998
Skills
Process Improvement, Cost Accounting, Accounting, Financial Reporting, Budgets, Program Management, Management, Internal Audit, Variance Analysis, Leadership, Finance, Investments, Management Consulting, Change Management, Project Management, Forecasting, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Risk, Strategic Financial...
Education
Purdue University 1990 — 1994
BS, Accounting
Stacey Hopstad's American Express Financial Advisors Experience August 2002 - January 2003
Job .
Industry Sports
Experience
SheJumps March 2015 - Present
T. Rowe Price February 2007 - June 2007
T. Rowe Price December 2005 - January 2007
T. Rowe Price November 2004 - December 2005
Broadway Toyota January 2003 - August 2004
American Express Financial Advisors August 2002 - January 2003
Portland State University Women's Soccer Team January 2000 - January 2002
Skills
Investments, Management, Finance, Retirement, Leadership, Retirement Planning, 401k, Mutual Funds
Education
Portland State University 1998 — 2002
BS, Business Administration: Finance
SheJumps March 2015 - Present
T. Rowe Price February 2007 - June 2007
T. Rowe Price December 2005 - January 2007
T. Rowe Price November 2004 - December 2005
Broadway Toyota January 2003 - August 2004
American Express Financial Advisors August 2002 - January 2003
Portland State University Women's Soccer Team January 2000 - January 2002
Skills
Investments, Management, Finance, Retirement, Leadership, Retirement Planning, 401k, Mutual Funds
Education
Portland State University 1998 — 2002
BS, Business Administration: Finance
Gigi Wagner's American Express Financial Advisors Experience May 1998 - July 1999
Job Sr Director, Market Intelligence at Allianz Life
Industry Financial Services
Experience
Allianz Life July 1999 - Present
American Express Financial Advisors May 1998 - July 1999
Nationwide Financial August 1991 - April 1998
Strategic Information Services June 1984 - April 1991
Education
Ohio University 1982 — 1986
BS, Marketing
Allianz Life July 1999 - Present
American Express Financial Advisors May 1998 - July 1999
Nationwide Financial August 1991 - April 1998
Strategic Information Services June 1984 - April 1991
Education
Ohio University 1982 — 1986
BS, Marketing
Mary E. Perkins's American Express Financial Advisors Experience 2001 - 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2006 - Present
American Express Financial Advisors 2001 - 2006
Education
Northeastern University 1992 — 1995
M.Ed, Human Development
Ameriprise Financial Services, Inc. January 2006 - Present
American Express Financial Advisors 2001 - 2006
Education
Northeastern University 1992 — 1995
M.Ed, Human Development
Jason Middlebrooks's American Express Financial Advisors Experience May 2002 - October 2002
Job Field Management Officer
Industry Government Administration
Experience
Social Security Administration May 2015 - Present
Social Security Administration November 2014 - April 2015
Social Security Administration May 2013 - November 2014
Social Security Administration April 2010 - March 2013
Sears Holdings Corporation June 2008 - November 2010
Dillards September 2003 - May 2008
Young Fashions October 2002 - September 2003
American Express Financial Advisors May 2002 - October 2002
Skills
Management, Retail, Customer Service, Customer Satisfaction, Recruiting, Payroll, Analysis, Sales, Merchandising, Marketing, Accounting, Finance, Microsoft Office, PowerPoint, Pricing, Public Speaking, Research, Selling, Leadership Development, Policy, Data Entry, Financial Analysis, Government, Insurance, Public Relations, Interviews, Time Management, Organizational..., Training, Inventory Control, Marketing Communications, Hiring, Editing, Advertising, Teamwork, Team Building, Microsoft Word, Employee Benefits, Staff Development, Marketing Strategy, Outlook, Inventory Management, Human Resources, Access, Policy Analysis, Business Strategy, Coaching, Microsoft Excel, Leadership, Budgets
Education
Ouachita Baptist University 1997 — 2002
Bachelor of Arts (B.A.), Accounting and Finance
Social Security Administration May 2015 - Present
Social Security Administration November 2014 - April 2015
Social Security Administration May 2013 - November 2014
Social Security Administration April 2010 - March 2013
Sears Holdings Corporation June 2008 - November 2010
Dillards September 2003 - May 2008
Young Fashions October 2002 - September 2003
American Express Financial Advisors May 2002 - October 2002
Skills
Management, Retail, Customer Service, Customer Satisfaction, Recruiting, Payroll, Analysis, Sales, Merchandising, Marketing, Accounting, Finance, Microsoft Office, PowerPoint, Pricing, Public Speaking, Research, Selling, Leadership Development, Policy, Data Entry, Financial Analysis, Government, Insurance, Public Relations, Interviews, Time Management, Organizational..., Training, Inventory Control, Marketing Communications, Hiring, Editing, Advertising, Teamwork, Team Building, Microsoft Word, Employee Benefits, Staff Development, Marketing Strategy, Outlook, Inventory Management, Human Resources, Access, Policy Analysis, Business Strategy, Coaching, Microsoft Excel, Leadership, Budgets
Education
Ouachita Baptist University 1997 — 2002
Bachelor of Arts (B.A.), Accounting and Finance
Judith Newton's American Express Financial Advisors Experience April 1992 - December 1996
Job Founder at OtterBank
Industry Financial Services
Experience
OtterBank April 2009 - Present
Wachovia Securities, LLC 2006 - 2009
Forefield Inc. December 1996 - September 1998
American Express Financial Advisors April 1992 - December 1996
Fidelity Investments March 1986 - February 1988
Merrill Lynch March 1984 - March 1986
Education
Northeastern University 1978 — 1983
BA, Anthropology
Barnstable High School 1974 — 1978
Diploma
OtterBank April 2009 - Present
Wachovia Securities, LLC 2006 - 2009
Forefield Inc. December 1996 - September 1998
American Express Financial Advisors April 1992 - December 1996
Fidelity Investments March 1986 - February 1988
Merrill Lynch March 1984 - March 1986
Education
Northeastern University 1978 — 1983
BA, Anthropology
Barnstable High School 1974 — 1978
Diploma
Toni Wenzell's American Express Financial Advisors Experience May 2000 - May 2002
Job Incident Manger at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group September 2015 - Present
Rose Presents August 2007 - Present
IBM December 2009 - August 2015
IBM Global Services March 2007 - December 2009
IBM Global Services September 2005 - April 2007
IBM Global Services May 2002 - September 2005
American Express Financial Advisors May 2000 - May 2002
American Express Financial Advisors January 1988 - May 2000
Skills
Change Management, Project Management, Vendor Management, Incident Management, IT Strategy, IT Service Management, Service Delivery, Process Improvement, Management, Customer Service, Team Leadership, Program Management, Account Management, Outsourcing, PMP, Project Portfolio..., Negotiation, Flexible Schedule, Workshop Facilitation, Large Group Facilitation, ITIL
Education
IBM Think Academy 2013 — 2015
Business Needs
North Hennepin Community College
Associate of Science (AS), Business Administration, Management and Operations
UnitedHealth Group September 2015 - Present
Rose Presents August 2007 - Present
IBM December 2009 - August 2015
IBM Global Services March 2007 - December 2009
IBM Global Services September 2005 - April 2007
IBM Global Services May 2002 - September 2005
American Express Financial Advisors May 2000 - May 2002
American Express Financial Advisors January 1988 - May 2000
Skills
Change Management, Project Management, Vendor Management, Incident Management, IT Strategy, IT Service Management, Service Delivery, Process Improvement, Management, Customer Service, Team Leadership, Program Management, Account Management, Outsourcing, PMP, Project Portfolio..., Negotiation, Flexible Schedule, Workshop Facilitation, Large Group Facilitation, ITIL
Education
IBM Think Academy 2013 — 2015
Business Needs
North Hennepin Community College
Associate of Science (AS), Business Administration, Management and Operations
Gregory Weldy's American Express Financial Advisors Experience May 2000 - July 2004
Job NA
Industry Financial Services
Experience
Fidelity Investments September 2012 - November 2014
Fidelity Investments July 2004 - February 2009
American Express Financial Advisors May 2000 - July 2004
Education
Regent University School of Law 1995 — 1998
J.D., Law
Wichita State University 1987 — 1991
BA, Education / History, Political Science
Fidelity Investments September 2012 - November 2014
Fidelity Investments July 2004 - February 2009
American Express Financial Advisors May 2000 - July 2004
Education
Regent University School of Law 1995 — 1998
J.D., Law
Wichita State University 1987 — 1991
BA, Education / History, Political Science
Ryan Hafen's American Express Financial Advisors Experience 2004 - 2004
Job Statistical Consultant at Hafen Consulting, LLC
Industry Research
Experience
Hafen Consulting, LLC December 2014 - Present
Purdue University November 2014 - Present
Pacific Northwest National Laboratory 2010 - 2014
Purdue University 2007 - 2010
Purdue University 2006 - 2007
Team Up for Good Health 2006 - 2006
University of Utah 2004 - 2006
Discover Financial Services 2005 - 2005
American Express Financial Advisors 2004 - 2004
Steton Technology Group 2001 - 2003
Skills
R, Statistics, Statistical Modeling, Hadoop, Algorithms, Data Analysis, Machine Learning, Mathematical Modeling, Programming, Statistical Computing, Data Mining, LaTeX, Time Series Analysis, Research, SQL, C, Unix, General Awesomeness, Data Visualization, JavaScript, Big Data, Exploratory Data..., Amazon Web Services..., D3.js
Education
Purdue University 2006 — 2010
PhD, Statistics
University of Utah 2004 — 2006
MStat, Statistics
Utah State University 2002 — 2004
BS, Statistics
Hafen Consulting, LLC December 2014 - Present
Purdue University November 2014 - Present
Pacific Northwest National Laboratory 2010 - 2014
Purdue University 2007 - 2010
Purdue University 2006 - 2007
Team Up for Good Health 2006 - 2006
University of Utah 2004 - 2006
Discover Financial Services 2005 - 2005
American Express Financial Advisors 2004 - 2004
Steton Technology Group 2001 - 2003
Skills
R, Statistics, Statistical Modeling, Hadoop, Algorithms, Data Analysis, Machine Learning, Mathematical Modeling, Programming, Statistical Computing, Data Mining, LaTeX, Time Series Analysis, Research, SQL, C, Unix, General Awesomeness, Data Visualization, JavaScript, Big Data, Exploratory Data..., Amazon Web Services..., D3.js
Education
Purdue University 2006 — 2010
PhD, Statistics
University of Utah 2004 — 2006
MStat, Statistics
Utah State University 2002 — 2004
BS, Statistics
Chuck Cochran's American Express Financial Advisors Experience 2001 - 2005
Job Director of Sales at Allianz Life/Questar Capital
Industry Financial Services
Experience
Allianz Life 2009 - Present
Allianz Life/Questar Capital November 2006 - Present
American Express Financial Advisors 2001 - 2005
Education
Principia College 1980 — 1984
B.A., Political Science
Allianz Life 2009 - Present
Allianz Life/Questar Capital November 2006 - Present
American Express Financial Advisors 2001 - 2005
Education
Principia College 1980 — 1984
B.A., Political Science
Richard Getzen, CFP®'s American Express Financial Advisors Experience October 1989 - March 1995
Job President / Managing Principal The Getzen Group Inc.
Industry Investment Management
Experience
The Getzen Group Inc. March 1995 - Present
American Express Financial Advisors October 1989 - March 1995
Skills
Estate Planning, Wealth Management, Asset Management, Equities, Management Consulting, Wealth Management..., Management, Private Equity, Securities, Change Management, Leadership, Program Management, Negotiation, Finance, Wealth, Strategic Planning, Investments, Training, Tax, Analysis, Research, Coaching, Civil Litigation, Portfolio Management, Asset Allocation, Financial Modeling, Certified Financial..., Asset Managment, Valuation, Microsoft Office, Business Strategy, Real Estate, Entrepreneurship, Strategy, Fixed Income, Mergers & Acquisitions, Employee Engagement, Personal Finance, Volunteer Management, Hedge Funds, Alternative Investments, Registered Investment..., Fundraising
Education
American College 2000 — 2005
CHFC, CLU, Chartered Financial Consultant, Certified Life Underwriter
CFP Board of Standards 1995 — 1995
CFP, Certified Financial Planner TM
Northern Arizona University 1985 — 1990
BS, Economics
The Getzen Group Inc. March 1995 - Present
American Express Financial Advisors October 1989 - March 1995
Skills
Estate Planning, Wealth Management, Asset Management, Equities, Management Consulting, Wealth Management..., Management, Private Equity, Securities, Change Management, Leadership, Program Management, Negotiation, Finance, Wealth, Strategic Planning, Investments, Training, Tax, Analysis, Research, Coaching, Civil Litigation, Portfolio Management, Asset Allocation, Financial Modeling, Certified Financial..., Asset Managment, Valuation, Microsoft Office, Business Strategy, Real Estate, Entrepreneurship, Strategy, Fixed Income, Mergers & Acquisitions, Employee Engagement, Personal Finance, Volunteer Management, Hedge Funds, Alternative Investments, Registered Investment..., Fundraising
Education
American College 2000 — 2005
CHFC, CLU, Chartered Financial Consultant, Certified Life Underwriter
CFP Board of Standards 1995 — 1995
CFP, Certified Financial Planner TM
Northern Arizona University 1985 — 1990
BS, Economics
Azimio Rashad's American Express Financial Advisors Experience February 1997 - March 1999
Job Sales Executive
Industry Insurance
Experience
INTEGRATED BUSINESS SERVICES, INC March 2008 - Present
FEEL ENTERTAINMENT, LLC September 2001 - Present
BANC ONE SECURITIES April 1999 - September 2001
American Express Financial Advisors February 1997 - March 1999
CB COMMERCIAL REAL ESTATE GROUP, INC September 1994 - October 1996
Skills
Negotiation, Customer Relations, Sales Management, Account Management, New Business Development, Cross Selling
Education
Northwestern University 1989 — 2004
Bachelor of Arts, Political Science
INTEGRATED BUSINESS SERVICES, INC March 2008 - Present
FEEL ENTERTAINMENT, LLC September 2001 - Present
BANC ONE SECURITIES April 1999 - September 2001
American Express Financial Advisors February 1997 - March 1999
CB COMMERCIAL REAL ESTATE GROUP, INC September 1994 - October 1996
Skills
Negotiation, Customer Relations, Sales Management, Account Management, New Business Development, Cross Selling
Education
Northwestern University 1989 — 2004
Bachelor of Arts, Political Science
Scott Gehrig's American Express Financial Advisors Experience December 1995 - May 2002
Job Escalation Engineer
Industry Information Technology and Services
Experience
Unisys March 2015 - Present
Columbia Management November 2010 - March 2015
Ameriprise Financial Services, Inc. April 2007 - November 2010
American Express Financial Advisors December 1995 - May 2002
Skills
Business Analysis, Mutual Funds, Microsoft Office, Outlook, Visio, Service Delivery, Lotus Notes, Series 6, Series 63, Mainframe, OS/390, JCL, SDSF, Production Support, Peregrine, UAT coordination, Knowledge Management, IT Service Management, Customer Service, Thin Computing, Citrix, Series 7, SharePoint, Help Desk Support, IBM Mainframe, CICS, Problem Management, TSO, Technical Writing, Vendor Management, Process Improvement
Education
North Hennepin Community College 1993 — 1997
University of Minnesota-Duluth 1986 — 1987
Unisys March 2015 - Present
Columbia Management November 2010 - March 2015
Ameriprise Financial Services, Inc. April 2007 - November 2010
American Express Financial Advisors December 1995 - May 2002
Skills
Business Analysis, Mutual Funds, Microsoft Office, Outlook, Visio, Service Delivery, Lotus Notes, Series 6, Series 63, Mainframe, OS/390, JCL, SDSF, Production Support, Peregrine, UAT coordination, Knowledge Management, IT Service Management, Customer Service, Thin Computing, Citrix, Series 7, SharePoint, Help Desk Support, IBM Mainframe, CICS, Problem Management, TSO, Technical Writing, Vendor Management, Process Improvement
Education
North Hennepin Community College 1993 — 1997
University of Minnesota-Duluth 1986 — 1987
Shelly Dodson's American Express Financial Advisors Experience 2000 - 2005
Job Owner, Dodson & Associates
Industry Management Consulting
Experience
Dodson & Associates January 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - December 2005
American Express Financial Advisors 2000 - 2005
American Express 1982 - 2005
Education
University of Phoenix 1996 — 1998
MAOM, Oganizational Management
Northern Arizona University 1978 — 1982
BS, Criminal Justice
Dodson & Associates January 2006 - Present
Ameriprise Financial Services, Inc. September 2005 - December 2005
American Express Financial Advisors 2000 - 2005
American Express 1982 - 2005
Education
University of Phoenix 1996 — 1998
MAOM, Oganizational Management
Northern Arizona University 1978 — 1982
BS, Criminal Justice
Chad Ziemer's American Express Financial Advisors Experience August 1996 - July 2002
Job Brain Coach at Marbles: The Brain Store
Industry Consumer Services
Experience
Accurate Home Care April 2015 - Present
Marbles: The Brain Store June 2010 - August 2014
LearningRx Inc April 2010 - May 2014
Eniva Corporation January 2006 - June 2009
Caribou Coffee Company December 2003 - January 2006
Anoka County Community Health November 2002 - February 2003
American Express Financial Advisors August 1996 - July 2002
Skills
Customer Service, Microsoft Office, Event Planning, Research, Data Entry, Social Networking, Sales, Coaching
Education
Northwestern College 1989 — 1995
Associates Degree
Accurate Home Care April 2015 - Present
Marbles: The Brain Store June 2010 - August 2014
LearningRx Inc April 2010 - May 2014
Eniva Corporation January 2006 - June 2009
Caribou Coffee Company December 2003 - January 2006
Anoka County Community Health November 2002 - February 2003
American Express Financial Advisors August 1996 - July 2002
Skills
Customer Service, Microsoft Office, Event Planning, Research, Data Entry, Social Networking, Sales, Coaching
Education
Northwestern College 1989 — 1995
Associates Degree
Darren Koch, CFP®'s American Express Financial Advisors Experience April 1993 - December 1993
Job at Steigerwald, Gordon & Koch Inc.
Industry Financial Services
Experience
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Bryan Forrest's American Express Financial Advisors Experience June 2004 - August 2005
Job Personal Banker at Astoria Federal Savings
Industry Banking
Experience
Astoria Federal Savings Bank February 2009 - Present
Woodstock Financial Group July 2008 - February 2009
JP Morgan Chase Bank August 2005 - February 2007
American Express Financial Advisors June 2004 - August 2005
Schonfeld Securities November 2002 - May 2004
Andover Brokerage LLC May 2002 - October 2002
AMR Capital Trading August 2001 - April 2002
Rockrose Development, Corp September 2000 - July 2001
Anker/Akam Management, Corp July 1999 - August 2000
Citi Habitats Inc July 1998 - June 1999
Education
Northeastern University 1989 — 1993
BS, Psychology
Astoria Federal Savings Bank February 2009 - Present
Woodstock Financial Group July 2008 - February 2009
JP Morgan Chase Bank August 2005 - February 2007
American Express Financial Advisors June 2004 - August 2005
Schonfeld Securities November 2002 - May 2004
Andover Brokerage LLC May 2002 - October 2002
AMR Capital Trading August 2001 - April 2002
Rockrose Development, Corp September 2000 - July 2001
Anker/Akam Management, Corp July 1999 - August 2000
Citi Habitats Inc July 1998 - June 1999
Education
Northeastern University 1989 — 1993
BS, Psychology
Nancy Beecher's American Express Financial Advisors Experience 1992 - 1994
Job Senior Credit Service Representative
Industry Retail
Experience
United Rentals November 2012 - February 2015
Robins, Kaplan, Miller & Ciresi L.L.P. February 2002 - March 2014
Be Inspired Design 2012 - 2012
Regis Corporation 1996 - 1999
American Diabetes Association 1994 - 1996
American Express Financial Advisors 1992 - 1994
Kentucky Fried Chicken 1988 - 1990
Skills
Microsoft Office, ARC's, Elite, Outlook, Filing, Data Entry, Microsoft Excel, PowerPoint, Administrative..., Microsoft Word, Accounting, Research, Customer Service, Accounts Payable, Time Management
Education
Rasmussen College 2009 — 2012
Bachelor's, Business Administration
North Hennepin Community College 1996 — 1999
Associate of Applied Science, Accounting Technology
United Rentals November 2012 - February 2015
Robins, Kaplan, Miller & Ciresi L.L.P. February 2002 - March 2014
Be Inspired Design 2012 - 2012
Regis Corporation 1996 - 1999
American Diabetes Association 1994 - 1996
American Express Financial Advisors 1992 - 1994
Kentucky Fried Chicken 1988 - 1990
Skills
Microsoft Office, ARC's, Elite, Outlook, Filing, Data Entry, Microsoft Excel, PowerPoint, Administrative..., Microsoft Word, Accounting, Research, Customer Service, Accounts Payable, Time Management
Education
Rasmussen College 2009 — 2012
Bachelor's, Business Administration
North Hennepin Community College 1996 — 1999
Associate of Applied Science, Accounting Technology
Jennifer Schmidt Shaver's American Express Financial Advisors Experience January 1989 - May 1996
Job Office Administrator at ServiceMaster by ParkEllis
Industry Consumer Services
Experience
Park-Ellis ServiceMaster July 2008 - Present
The University of Toledo February 2008 - July 2008
DGL Consulting Engineers, LLC January 2007 - February 2008
Diocesan Fiscal Management Conference (DFMC) January 2000 - September 2006
Executive Suites, Ltd. July 1998 - November 1999
The Isaac Corporation May 1997 - July 1998
American Express Financial Advisors January 1989 - May 1996
Skills
Administrative..., Customer Service, Office Management, Outlook, Office Administration, Fax, Spreadsheets, Telephone Skills, 10 Key, Microsoft Excel, Microsoft Office, Restoration, Invoicing, Management
Education
Whitmer High School 1985 — 1989
Diploma, Math & History
Owens Community College
Office Administration
University of Toledo
Park-Ellis ServiceMaster July 2008 - Present
The University of Toledo February 2008 - July 2008
DGL Consulting Engineers, LLC January 2007 - February 2008
Diocesan Fiscal Management Conference (DFMC) January 2000 - September 2006
Executive Suites, Ltd. July 1998 - November 1999
The Isaac Corporation May 1997 - July 1998
American Express Financial Advisors January 1989 - May 1996
Skills
Administrative..., Customer Service, Office Management, Outlook, Office Administration, Fax, Spreadsheets, Telephone Skills, 10 Key, Microsoft Excel, Microsoft Office, Restoration, Invoicing, Management
Education
Whitmer High School 1985 — 1989
Diploma, Math & History
Owens Community College
Office Administration
University of Toledo
Andrew Chosa's American Express Financial Advisors Experience 2004 - 2005
Job Foundation Coordinator at Great Lakes Recovery Centers, Inc.
Industry Nonprofit Organization Management
Experience
Great Lakes Recovery Centers, Inc. 2012 - Present
Anikoosing, Inc. 2012 - 2014
Northern Michigan University August 2010 - May 2012
American Indian Health and Family Services of Southeastern Michigan Inc. May 2005 - May 2010
American Express Financial Advisors 2004 - 2005
Skills
Financial Analysis, Insurance, Financial Reporting, Research, Economics, Public Speaking, Strategic Planning, Data Analysis, Budgets, Accounting, Statistics, Higher Education, Marketing, Finance, Non-profits, Corporate Finance, SPSS, Market Research, Program Development, Customer Service, Social Media, Grant Writing, Grants, PowerPoint, Project Management, Leadership, Microsoft Office, Volunteer Management, Microsoft Word, Analysis, Program Evaluation, Team Building, Community Outreach, Microsoft Excel, Management, Training, Event Planning, Access, Fundraising, Community Development
Education
Northern Michigan University 2010 — 2012
Master, Business Administration
University of Michigan 1999 — 2003
Baccalaureate, Business Administration - OBHRM Focus
Great Lakes Recovery Centers, Inc. 2012 - Present
Anikoosing, Inc. 2012 - 2014
Northern Michigan University August 2010 - May 2012
American Indian Health and Family Services of Southeastern Michigan Inc. May 2005 - May 2010
American Express Financial Advisors 2004 - 2005
Skills
Financial Analysis, Insurance, Financial Reporting, Research, Economics, Public Speaking, Strategic Planning, Data Analysis, Budgets, Accounting, Statistics, Higher Education, Marketing, Finance, Non-profits, Corporate Finance, SPSS, Market Research, Program Development, Customer Service, Social Media, Grant Writing, Grants, PowerPoint, Project Management, Leadership, Microsoft Office, Volunteer Management, Microsoft Word, Analysis, Program Evaluation, Team Building, Community Outreach, Microsoft Excel, Management, Training, Event Planning, Access, Fundraising, Community Development
Education
Northern Michigan University 2010 — 2012
Master, Business Administration
University of Michigan 1999 — 2003
Baccalaureate, Business Administration - OBHRM Focus
Samantha Whitlam's American Express Financial Advisors Experience April 2012 - Present
Job Business Development / Strategy / M&A at American Express Financial Advisors
Industry Food & Beverages
Experience
American Express Financial Advisors April 2012 - Present
Goldman Sachs 2009 - 2012
Goldman Sachs 2006 - 2009
Education
Queen's University 2003 — 2007
Bachelor's of Commerce, Finance / Commerce
American Express Financial Advisors April 2012 - Present
Goldman Sachs 2009 - 2012
Goldman Sachs 2006 - 2009
Education
Queen's University 2003 — 2007
Bachelor's of Commerce, Finance / Commerce
Casey Soden's American Express Financial Advisors Experience August 2002 - September 2003
Job Investment Banker
Industry Investment Banking
Experience
POSH SALON October 2005 - Present
USAA September 2005 - January 2007
SECURITY SERVICE INVESTMENT GROUP September 2003 - September 2004
American Express Financial Advisors August 2002 - September 2003
U.S January 1993 - August 2002
Education
Northeastern State University 1996 — 1998
Bachelor of Business Administration (BBA), Marketing
University of Texas San Antonio
POSH SALON October 2005 - Present
USAA September 2005 - January 2007
SECURITY SERVICE INVESTMENT GROUP September 2003 - September 2004
American Express Financial Advisors August 2002 - September 2003
U.S January 1993 - August 2002
Education
Northeastern State University 1996 — 1998
Bachelor of Business Administration (BBA), Marketing
University of Texas San Antonio
Bret Dorfman's American Express Financial Advisors Experience March 2003 - December 2004
Job Sales Mentor
Industry Insurance
Experience
GEICO January 2005 - Present
American Express Financial Advisors March 2003 - December 2004
Education
Radford University
Bachelor of Business Administration, Business Management
Old Dominion University
Bachelor of Science, Psychology
GEICO January 2005 - Present
American Express Financial Advisors March 2003 - December 2004
Education
Radford University
Bachelor of Business Administration, Business Management
Old Dominion University
Bachelor of Science, Psychology
Ted Parker's American Express Financial Advisors Experience January 1996 - September 1999
Job Objective and Independent Financial Planning and Investment Management.
Industry Investment Management
Experience
Parker Financial Planning, LLC October 1999 - Present
American Express Financial Advisors January 1996 - September 1999
JPMorgan Chase November 1985 - December 1995
Skills
Investment Management, Financial Planning
Education
Tufts University - The Fletcher School of Law and Diplomacy 1983 — 1985
M.A., International Studies
Reed College 1977 — 1982
B.A., Political Science
Phillips Exeter Academy 1974 — 1977
School Year Abroad
Rennes, France
Parker Financial Planning, LLC October 1999 - Present
American Express Financial Advisors January 1996 - September 1999
JPMorgan Chase November 1985 - December 1995
Skills
Investment Management, Financial Planning
Education
Tufts University - The Fletcher School of Law and Diplomacy 1983 — 1985
M.A., International Studies
Reed College 1977 — 1982
B.A., Political Science
Phillips Exeter Academy 1974 — 1977
School Year Abroad
Rennes, France
Barry Little's American Express Financial Advisors Experience August 1990 - December 1998
Job
Industry
Experience
SCI Funeral Services February 1999 - April 2011
American Express Financial Advisors August 1990 - December 1998
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Public Speaking, Windows, Team Building, Project Management, Teamwork
Education
Purdue University Calumet 1982 — 1987
Bachelors of Science, Marketing/Management
Vincennes University 1980 — 1982
Associates of Science, Health Occupations
SCI Funeral Services February 1999 - April 2011
American Express Financial Advisors August 1990 - December 1998
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Public Speaking, Windows, Team Building, Project Management, Teamwork
Education
Purdue University Calumet 1982 — 1987
Bachelors of Science, Marketing/Management
Vincennes University 1980 — 1982
Associates of Science, Health Occupations
Ryan Ludgate's American Express Financial Advisors Experience May 2004 - August 2005
Job Vice President at Christie's
Industry Financial Services
Experience
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998
Christie's June 2014 - Present
Barclays Wealth February 2009 - June 2014
Lehman Brothers Holdings Inc. August 2006 - February 2009
Bank of America September 2005 - August 2006
American Express Financial Advisors May 2004 - August 2005
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Mutual Funds, Equities, Asset Managment, Wealth Management, Portfolio Management, Fixed Income, Private Equity, Investment Advisory, Capital Markets, Asset Allocation, Financial Analysis, Fund Of Funds, Due Diligence, Strategic Financial..., Investment Strategies, Securities, Investment Management, Bloomberg, Derivatives, Finance, Investment Banking, Project Management, Asset Management
Education
Providence College 1998 — 2002
Bachelor or Science, Finance, General
Forsyth Country Day School 1995 — 1998
Everett Walker's American Express Financial Advisors Experience January 2000 - March 2001
Job SENIOR INVESTMENT CONSULTANT KER CONSULTING,LTD.
Industry Real Estate
Experience
KER CONSULTING,LTD. January 2001 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS January 2000 - March 2001
William Blair & Company January 1992 - December 1999
Education
Northwestern University 2010 — 2013
Currently Attending-School of Continuing Studies, Certificate in Applied Economics & Mathematics
Northeastern University-Chicago 1994 — 1997
Bachelor of Arts (B.A.), Liberal Arts-Minor: Finance
KER CONSULTING,LTD. January 2001 - Present
AMERICAN EXPRESS FINANCIAL ADVISORS January 2000 - March 2001
William Blair & Company January 1992 - December 1999
Education
Northwestern University 2010 — 2013
Currently Attending-School of Continuing Studies, Certificate in Applied Economics & Mathematics
Northeastern University-Chicago 1994 — 1997
Bachelor of Arts (B.A.), Liberal Arts-Minor: Finance
Doreen Anderson's American Express Financial Advisors Experience May 2002 - June 2004
Job Senior Financial Analyst at Seeking New Opportunity
Industry Financial Services
Experience
Seeking New Opportunity December 2013 - Present
First Data Corporation June 2008 - December 2013
Wachovia Securities October 2005 - May 2007
American Express Financial Advisors May 2002 - June 2004
Bear Stearns & Co February 1996 - March 2001
New York State Urban Development Corporation May 1989 - January 1996
Skills
Financial Analysis, Finance, Risk Assessment, Credit Risk, Forecasting, Budget Process, Key Performance..., Nonprofits, Writing, Moody's Risk Analyst..., Public Speaking, Financial Advisory, Series 7, Series 63, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Reporting & Analysis, Bloomberg, Classroom, Lecturing, Tutoring, University Teaching
Education
Pace University - Lubin School of Business
Master's Degree, Finance, General
Seeking New Opportunity December 2013 - Present
First Data Corporation June 2008 - December 2013
Wachovia Securities October 2005 - May 2007
American Express Financial Advisors May 2002 - June 2004
Bear Stearns & Co February 1996 - March 2001
New York State Urban Development Corporation May 1989 - January 1996
Skills
Financial Analysis, Finance, Risk Assessment, Credit Risk, Forecasting, Budget Process, Key Performance..., Nonprofits, Writing, Moody's Risk Analyst..., Public Speaking, Financial Advisory, Series 7, Series 63, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Reporting & Analysis, Bloomberg, Classroom, Lecturing, Tutoring, University Teaching
Education
Pace University - Lubin School of Business
Master's Degree, Finance, General
Dawn Jeffries's American Express Financial Advisors Experience 2001 - 2004
Job Planning & Demand Management at Caterpillar Global Mining America LLC
Industry Mining & Metals
Experience
Caterpillar Global Mining America LLC August 2004 - Present
American Express Financial Advisors 2001 - 2004
Affordable Comfort Inc. (ACI) 1999 - 2001
Skills
SAP, Management, Training, Analysis, Time Management, Outlook, Troubleshooting, Purchasing, Microsoft Excel, Manufacturing, Databases, PowerPoint, Data Entry, Invoicing, Lotus Notes
Education
Penn Commercial Business/Technical School 1996 — 1998
Associates Degree, Executive Office Administration
Caterpillar Global Mining America LLC August 2004 - Present
American Express Financial Advisors 2001 - 2004
Affordable Comfort Inc. (ACI) 1999 - 2001
Skills
SAP, Management, Training, Analysis, Time Management, Outlook, Troubleshooting, Purchasing, Microsoft Excel, Manufacturing, Databases, PowerPoint, Data Entry, Invoicing, Lotus Notes
Education
Penn Commercial Business/Technical School 1996 — 1998
Associates Degree, Executive Office Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.