American Express Financial Advisors

Industry: Financial services company

Description

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

American Express Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Express Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

American Express Financial Advisors Salaries. You can even request information on how much does American Express Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for American Express Financial Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

American Express Financial Advisors Employees

Employee
Years
Job
Industry
Asif Kiani Asif Kiani New York, New York Details
Asif Kiani's American Express Financial Advisors Experience September 2001 - August 2005
Job Asset Management
Industry Financial Services
Experience
Aflac  April 2014 - Present
Anchor Financial  October 2006 - March 2014
Merrill Lynch  August 2005 - October 2006
American Express Financial Advisors   September 2001 - August 2005

Skills
Strategic Financial..., Management, Employee Benefits, Finance, Insurance, Fixed Annuities, Buy Sell Agreements, Estate Planning, Life Insurance, Financial Planning, Health Insurance, Retirement Planning, Sales, Whole Life, Sales Management, Team Building, Leadership

Education
Jacksonville State University   1996 — 2000
Bachelor of Science (BSc), Finance and Financial Management Services

Andrew College   1995 — 1996
Bachelor of Science (B.Sc.), Finance, General

Trevor Johnson, CLU Trevor Johnson, CLU Greater Seattle Area Details
Trevor Johnson, CLU's American Express Financial Advisors Experience June 2001 - December 2002
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
RiverSource  May 2015 - Present
RiverSource  April 2015 - May 2015
The Guardian Life Insurance Company of America  March 2013 - March 2015
Ameriprise Financial Services, Inc.   December 2011 - March 2013
Ameriprise Financial Services, Inc.   December 2005 - December 2011
Ameriprise Financial Services, Inc.   January 2003 - December 2005
American Express Financial Advisors   June 2001 - December 2002

Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales

Education
Augsburg College   1997 — 2001
Bachelor of Arts, Economics and Business Administration

Augsburg College   1997 — 2001
Economics and Business Administration

Rupesh J. Kotiya Rupesh J. Kotiya Plano, Texas Details
Rupesh J. Kotiya's American Express Financial Advisors Experience June 1998 - May 2000
Job
Industry Financial Services
Experience
New York Life & MainStay Investments  April 2005 - Present
Phoenix Investment Partners  2000 - 2004
American Express Financial Advisors   June 1998 - May 2000

Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA

Education
Baruch College, City University of New York (CUNY)   2002 — 2004
MBA, Finance & Investments

North Carolina State University   1994 — 1998
BS, Business Management

W G Enloe High School   1990 — 1994
General

Chuck Kobdish, D.C., CCSP, CKTP Chuck Kobdish, D.C., CCSP, CKTP Dallas, Texas Details
Chuck Kobdish, D.C., CCSP, CKTP's American Express Financial Advisors Experience 1996 - 2001
Job President and Owner of BackMenders, Inc.
Industry Health, Wellness and Fitness
Experience
BackMenders - Chiropractic with Care   2008 - Present
Dallas City Council - Candidate   January 2013 - May 2013
American Express Financial Advisors   1996 - 2001
Green Oaks at Medical City Dallas   1992 - 1995

Skills
Spinal Decompression, Nutritional Counseling, Detoxification, Medical Massage, Myofascial Release, Supplements, Kinesiotaping, Chiropractic, Injury Rehabilitation, Automobile Accidents, Sports Injuries, Back Pain, Headaches, Kinesio Taping, Neck Pain, Nutrition, Therapeutic Massage, Healing, Wellness, Holistic Health, Low Back Pain, Spine, Chronic Pain, Pain Management, Scoliosis, Manual Therapy, Rehabilitation, Diversified Technique, Injury Prevention, Treatment, Chronic Illness, Musculoskeletal, Adjustments, Carpal Tunnel, Wellbeing, Clinical Nutrition, Pediatrics, Sports Medicine, Whiplash, Wellness Coaching, Fitness, Athletics, Healthcare, Sciatica, Lifestyle, Weight Loss, Fibromyalgia, Stretching, Injury, Shoulder Pain

Education
Parker University
Doctor of Chiropractic, Chiropractic

Amberton University
Master of Science, Human Relations and Business

University of North Texas
Bachelor of Arts, Psychology, Radio, Television and Film

Lake Highlands High School

Greg Goodrich Greg Goodrich Bowling Green, Kentucky Details
Greg Goodrich's American Express Financial Advisors Experience August 1999 - February 2000
Job Associate Professor at Western Kentucky University
Industry Higher Education
Experience
Western Kentucky University  August 2005 - Present
Arizona State University  August 2002 - July 2005
AT&T Wireless  November 2001 - August 2002
Charles Schwab  March 2000 - October 2001
American Express Financial Advisors   August 1999 - February 2000
Purdue University  August 1997 - May 1999
AccuWeather, Inc  June 1994 - May 1997

Skills
Statistical Data..., Climate Change Impacts

Education
Arizona State University   2004 — 2005
Doctor of Philosophy (PhD), Geography - Climatology

Arizona State University   2002 — 2003
Master of Arts (M.A.), Geography - Climatology

Purdue University   1997 — 1999
Postbaccalaurate Studies, Earth Science

Purdue University   1990 — 1994
Bachelor of Science (B.S.), Applied Meteorology

Aaron Kowal, CFP Aaron Kowal, CFP Greater Milwaukee Area Details
Aaron Kowal, CFP's American Express Financial Advisors Experience June 2003 - July 2004
Job Financial Advisor at Kowal Investment Group, LLC
Industry Financial Services
Experience
Kowal Investment Group, LLC   July 2005 - Present
Lincoln Financial Advisors  August 2004 - June 2005
American Express Financial Advisors   June 2003 - July 2004

Skills
Retirement Planning, Series 7, Securities, Investment Strategies, Investment Advisory, Financial Advisory, Asset Allocation, Retirement, Estate Planning, Disability Insurance, Financial Planners, Life Insurance, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Long-term Care, Investments, IRAs

Education
Arizona State University   1999 — 2003
B.S., Economics

Brookfield Central   1996 — 1999

Andres Santos Andres Santos Miami, Florida Details
Andres Santos's American Express Financial Advisors Experience September 2001 - May 2003
Job Worldwide Television Distribution Executive Programs, Formats & New Media Content
Industry Broadcast Media
Experience
Dori Media Group   September 2007 - Present
RCTV International  May 2003 - September 2007
American Express Financial Advisors   September 2001 - May 2003
ARC Investments   April 1997 - January 2001

Skills
Television, Broadcast, Entertainment, Sales

Education
Babson College   1992 — 1996
Bachelor of Science, Entrepreneurship and Marketing

Institut Le Rosey   1988 — 1992

Brent J Malmstrom, CPA Brent J Malmstrom, CPA Phoenix, Arizona Area Details
Brent J Malmstrom, CPA's American Express Financial Advisors Experience 2000 - 2001
Job Vice President and Lead Financial Officer at American Express
Industry Financial Services
Experience
American Express  May 2000 - Present
American Express  2003 - 2005
American Express  2001 - 2003
American Express Financial Advisors   2000 - 2001
Deloitte  1995 - 1998

Skills
Financial Analysis, Credit Cards, Financial Reporting, Budget Process, Strategic Planning, Process Improvement, Business Process..., Tax, IT Audit, Variance Analysis, Financial Modeling, Strategic Financial..., Financial Services, Finance, Risk Management, Portfolio Management, Business Analysis, Corporate Finance, Financial Planning, Management, Operations Management

Education
Arizona State University

Capella University
Master of Business Administration (M.B.A.), Executive MBA

Harvard Business School
Master of Business Administration (M.B.A.)

Northern Arizona University

Marina Marsh Marina Marsh Dallas/Fort Worth Area Details
Marina Marsh's American Express Financial Advisors Experience 2001 - June 2003
Job President, Web Loft Designs
Industry Online Media
Experience
Web Loft Designs   March 2004 - Present
Argus Realty Investors  November 2006 - November 2007
Behringer Harvard  June 2003 - October 2006
American Express Financial Advisors   2001 - June 2003

Skills
Social Media, Marketing, SEO, Social Media Marketing, Project Management, Leadership, Management, Online Advertising, Web Design, Graphic Design, Account Management, Online Marketing, Web Development, Marketing Communications, Sales Operations, Entrepreneurship, E-commerce, Digital Marketing, Integration, Public Relations, Social Networking, Small Business, Web Analytics, Email Marketing, Strategic Partnerships, Start-ups, Lead Generation, Website Development, Web Marketing, Brand Development, SEM, WordPress, Google Analytics, Mobile Marketing, Google Adwords

Education
Ural State Pedagogical University   1992 — 1994
Master's level, Speech Therapy and Pathology

Kurgan State University   1984 — 1991
Master's level, Education and Linguistics

Michelle Decker, CFP® Michelle Decker, CFP® Phoenix, Arizona Area Details
Michelle Decker, CFP®'s American Express Financial Advisors Experience May 1997 - February 1998
Job Senior Portfolio Manager at Stoker Ostler Wealth Advisors
Industry Financial Services
Experience
Stoker Ostler Wealth Advisors  February 1998 - Present
American Express Financial Advisors   May 1997 - February 1998

Skills
Investments, Strategic Financial..., Financial Advisory, Finance, Portfolio Management, Strategy, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Mutual Funds, Financial Modeling, Management

Education
Arizona State University - W. P. Carey School of Business   2006 — 2008
MBA

College for Financial Planning   2000 — 2006
CFP, Certified Financial Planner

Idaho State University   1993 — 1997
B.B.A, Finace

William Dennis, M.B.A. William Dennis, M.B.A. Greater Philadelphia Area Details
William Dennis, M.B.A.'s American Express Financial Advisors Experience May 2001 - August 2001
Job CEO at Dennis Management Group
Industry Management Consulting
Experience
DENNIS MANAGEMENT GROUP   January 2008 - Present
Global Synergies   May 2012 - August 2012
TD  November 2010 - November 2010
Bravo Health  October 2010 - October 2010
Delaware Diocese (COCWIH)   January 2010 - July 2010
Chrysler Financial  September 2002 - February 2008
American Express Financial Advisors   May 2001 - August 2001

Skills
Strategy, Management, Human Resources, Entrepreneurship, Employee Training, Coaching, Process Improvement, Recruiting, Training, Leadership, Healthcare, Management Consulting, Nonprofits, Strategic Planning, Social Media Marketing, Team Building, Interviews, Leadership Development, Community Outreach, Social Networking, Change Management, Program Management, Marketing Strategy, Analysis, Business Development, Organizational...

Education
University of Phoenix   2003 — 2005
MBA, International Business

Arcadia University   1999 — 2001
Bachelor of Science, Business Administration

Lynn Nelson Lynn Nelson Greater Minneapolis-St. Paul Area Details
Lynn Nelson's American Express Financial Advisors Experience January 1987 - June 1993
Job President at LIN Public Relations, Inc.
Industry Public Relations and Communications
Experience
LIN Public Relations, Inc.   September 2014 - Present
Author  2013 - Present
LIN Public Relations   1995 - Present
Fredrikson & Byron  1993 - Present
SheTaxi.com   2010 - 2011
University of Minnesota School of Journalism + Mass Communication   January 1998 - May 2010
Plymouth Congregational Church  2008 - 2010
Institute on Race & Poverty, University of Minnesota Law School   1998 - 2004
Minneapolis Star Tribune's editorial pages   June 1995 - September 1998
American Express Financial Advisors   January 1987 - June 1993

Skills
E-newsletters, Newsletters, Training, Coaching, Online Advertising, Leadership, Editing, Social Media, Strategic Planning, Non-profits, Nonprofits, Microsoft Office, Copywriting, Marketing Strategy, Strategic Communications, Customer Service, Marketing, Project Management, Publications, Fundraising, Marketing Communications, Public Affairs, Budgets, Publishing, Social Media Marketing, Event Planning, Community Development, PowerPoint, Social Networking, Internal Communications, Volunteer Management, Philanthropy, Research, Event Management, Sales, Blogging, Team Building, Teaching, Magazines, Press Releases, Leadership Development, Entrepreneurship, Strategy, Creative Strategy, Innovation Development, Public Relations, Media Relations

Education
University of Minnesota-Twin Cities   1994 — 1998
MA, Social Policy

School of Journalism and Mass Communication, University of Minnesota   1975 — 1979
B.A., News/editorial

Augsburg College   1975 — 1976

Anastasia (Ann) Ramos Anastasia (Ann) Ramos Greater Chicago Area Details
Anastasia (Ann) Ramos's American Express Financial Advisors Experience September 1998 - October 2000
Job Accounting Associate at G. W. Berkheimer Co., Inc.
Industry Executive Office
Experience
G. W. Berkheimer   October 2011 - Present
Contracted Administrative Services   November 2010 - Present
Development Visions Group, Inc.   July 2007 - November 2010
Hobart Family YMCA   October 2000 - June 2007
American Express Financial Advisors   September 1998 - October 2000

Skills
Event Planning, Invoicing, Microsoft Office, Payroll, Supervisory Skills, Non-profits, Small Business, Customer Service, Office Management, Administrative Support, Purchasing, Office Administration, Customer Relations, Budgeting, Quickbooks, Outlook, Accounts Payable, Team Building, Expenses, Spreadsheets, Word, Scheduling, PowerPoint, Advertising, Excel, Bookkeeping, Accounts Receivable, Social Media, Data Entry, Billing, Promotions, Administrative..., Budgets, Microsoft Excel, Training, Research, Public Speaking, Nonprofits, Strategic Planning, Microsoft Word, Accounting, Marketing, Time Management, Inventory Management, Leadership

Education
Ball State University   1979 — 1980
Marketing/Merchandising

Scott Montes Scott Montes Birmingham, Alabama Details
Scott Montes's American Express Financial Advisors Experience August 1998 - May 1999
Job Senior Compliance Officer
Industry Financial Services
Experience
National Independent Broker Dealer  December 2011 - Present
Sterne Agee  June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC   December 1999 - June 2001
American Express Financial Advisors   August 1998 - May 1999

Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning

Education
Auburn University, College of Business   1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision

Kathleen Lepasepp Kathleen Lepasepp Greater Minneapolis-St. Paul Area Details
Kathleen Lepasepp's American Express Financial Advisors Experience 1987 - 1994
Job Account Coordinator at BCSI Business Card Service Inc.
Industry Computer Software
Experience
BCSI - Business Card Service Inc.  October 2014 - Present
Skin and Life   January 2011 - October 2013
Macy's (formerly Marshall Field's / Dayton's)   October 1996 - September 2006
U.S. Bank   1994 - 1996
American Express Financial Advisors   1987 - 1994

Skills
EFI OPS, Lotus Notes, Microsoft Excel, Magento, Photoshop, PowerPoint, Windows 7, Google Analytics, Google Webmaster Tools, Amazon Ads, Amazon, Twitter, Buffer, YouTube, Pinterest, Facebook, Mail Chimp, Picture It, Microsoft Word, Outlook, Internet Explorer, Google Chrome, Firefox, Stamps.com, FrontPage

Education
Augsburg College   1990 — 1992

Scot Randolph Scot Randolph Dover, Delaware Area Details
Scot Randolph's American Express Financial Advisors Experience May 1993 - August 1994
Job AnnieMac Home Mortgage Loan Originator specializing in FHA, VA, USDA and Conventional loans for purchase or refinance
Industry Financial Services
Experience
AnnieMac Home Mortgage  August 2013 - Present
Academy Mortgage Corporation  August 2009 - January 2013
Chesapeake Mortgage, LLC/Gemcraft Homes   August 2008 - August 2009
Countrywide Home Loans  May 2007 - August 2008
CTX Mortgage Company, LLC/Centex Homes   July 1998 - May 2007
First National Bank of Maryland  November 1994 - July 1998
American Express Financial Advisors   May 1993 - August 1994

Skills
FHA, Mortgage Lending, USDA, VA loans, Credit, Loan Origination, Customer Service, FHA financing, Loans, Construction Loans, Credit Analysis, Investments, Banking, Real Estate, 203K, Residential Mortgages, Mortgage Banking, Underwriting, Insurance, Refinance, Government Loans, Finance, Reverse Mortgages, First Time Home Buyers, FNMA, Debt Consolidation, Residential Homes, Rates, Consumer Lending, Investors, Investment Properties, VA Loans, FHA Financing

Education
West Virginia University   1989 — 1992
Bachelors, Finance

Anne Arundel Community College   1987 — 1989
Associate's degree, Business Administration and Management, General

Severna Park HS

Mary Shutts Mary Shutts Lady Lake, Florida Details
Mary Shutts's American Express Financial Advisors Experience 1999 - 2002
Job Senior Franchise Consultant at MS Development
Industry Professional Training & Coaching
Experience
MS Development   September 2000 - Present
MS Development   September 2000 - Present
MatchPoint Franchise Development   September 2011 - March 2013
FranChoice  November 2002 - April 2010
American Express Financial Advisors   1999 - 2002
Southern NH University  1994 - 1999
Daniel Webster College  1994 - 1999
ServiceMaster Services   1975 - 1998

Skills
Small Business..., Team Management, Business Process

Education
Antioch University New England
BS, MS, Business Management, Economics, Organization Behavior, Group Dynamics

Virginia Commonwealth University - School of Business

Jak Crossley, CRPC® Jak Crossley, CRPC® South Bend, Indiana Details
Jak Crossley, CRPC®'s American Express Financial Advisors Experience September 1998 - September 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2005 - Present
American Express Financial Advisors   September 1998 - September 2005
Castlegate Property Management   January 1995 - April 1998

Education
Croydon College   1986 — 1987

Royal School of Military Engineering   1980 — 1982

Dena Malouf Dena Malouf Washington D.C. Metro Area Details
Dena Malouf's American Express Financial Advisors Experience August 2003 - December 2003
Job Publisher at SmartBrief
Industry Online Media
Experience
SmartBrief  January 2013 - Present
SmartBrief  October 2011 - Present
SmartBrief  January 2011 - October 2011
SmartBrief  October 2008 - January 2011
Corporate Executive Board  December 2006 - April 2008
Corporate Executive Board  November 2005 - December 2006
American Express Financial Advisors   August 2003 - December 2003

Education
Gettysburg College   2001 — 2005
Bachelor of Art Degree, Business Management

American University   2003 — 2003
International Finance and Marketing

Holton-Arms School   1992 — 2001

Jeremiah Kuntz Jeremiah Kuntz Austin, Texas Area Details
Jeremiah Kuntz's American Express Financial Advisors Experience November 2001 - January 2002
Job Director at Texas Department of Motor Vehicles
Industry Government Administration
Experience
Texas Department of Motor Vehicles  September 2014 - Present
Texas Department of Motor Vehicles  February 2011 - Present
Office of the Governor, Texas  August 2008 - January 2011
Texas Department of Transportation  October 2005 - August 2008
Texas Senate - Transportation and Homeland Security Committee   February 2004 - October 2005
Texas Senate - Senator Todd Staples   May 2002 - October 2005
United States Marine Corps  June 1995 - October 2002
American Express Financial Advisors   November 2001 - January 2002
Ralph Lauren  March 1999 - May 2000

Skills
Leadership, Negotiation, Strategic Communications, Vision, Strategic Planning, Operational Planning, Financial Modeling, Legislative Relations, Public Policy, State Government..., Business Process..., Public Budgeting

Education
Southwest Texas State University   1998 — 2001
BBA, Finance

Austin Community College   1996 — 1998
General Studies

Cyndi Schrob Cyndi Schrob Dallas/Fort Worth Area Details
Cyndi Schrob's American Express Financial Advisors Experience 1998 - October 2004
Job Realtor
Industry Real Estate
Experience
Coldwell Banker Apex  February 2011 - Present
Infinity Residential Real Estate   March 2005 - February 2011
American Express Financial Advisors   1998 - October 2004

Skills
Real Estate, Customer Service, Start-ups, Short Sales, Strategic Planning, Sellers, Team Leadership, Referrals, Real Estate Financing, Microsoft Word, Investment Properties, Foreclosures, Residential Mortgages, First Time Home Buyers, Move Up Buyers, Relocation Buyers, Real Property, Relocation, Luxury, Townhomes, Buyer Representation, Listings, Single Family Homes, REO, New Home Sales, New Homes, Condos, Investors

Education
Adelphi University   1984 — 1987
CFP, Certified Financial Planning

Rutgers University-New Brunswick   1981 — 1985
BA, Economics/Finance

Michael Manser Michael Manser Austin, Texas Area Details
Michael Manser's American Express Financial Advisors Experience April 1997 - June 1998
Job Associate Director of Safety Initiatives; Manager, Human Factors Program at Texas A&M Transportation Institute
Industry Research
Experience
Texas A&M Transportation Institute  November 2013 - Present
University of Minnesota, Department of Mechanical Engineering   March 2008 - Present
University of Minnesota  March 2008 - October 2013
University of Minnesota  June 2007 - October 2013
University of Minnesota Department of Mechanical Engineering   June 2006 - October 2013
University of Minnesota  July 2002 - March 2008
Texas Transportation Insitute   June 1998 - July 2002
American Express Financial Advisors   April 1997 - June 1998

Skills
Human Factors Psychology, User Interface Design, Human Computer..., Human Factors, Statistics, Simulations, Program Management, Psychology, Ergonomics, Research, Analysis, Task Analysis, Experimental Design, Research Design, Usability Testing, Cognition, User-centered Design, Product Design, Project Management, Product Development, Modeling, Science, SPSS, Technical Writing, Proposal Writing, Data Analysis, Human Factors..., Cognitive Psychology

Education
University of Minnesota-Twin Cities   1994 — 1997
Ph.D., Human Factors and Ergonomics, Dept. of Kinesiology

Ball State University   1990 — 1992
M.S., Human Motor Learning and Control, Dept. of Kinesiology

University of Wisconsin-Stevens Point   1987 — 1990
B.S., Kinesiology

Rob Appleman Rob Appleman Greater Atlanta Area Details
Rob Appleman's American Express Financial Advisors Experience October 1999 - December 2000
Job Inst'l New Business Development Officer at BB&T Retirement & Inst'l Services
Industry Financial Services
Experience
BB&T  January 2015 - Present
SunTrust Bank  January 2012 - December 2014
SunTrust Bank  January 2011 - January 2012
SunTrust Bank  September 2004 - January 2011
SunTrust Investment Services  December 2000 - September 2004
American Express Financial Advisors   October 1999 - December 2000

Skills
Customer Service, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Sales, Finance, Financial Analysis, Banking, Financial Services, Portfolio Management

Education
Augusta State University   1995 — 1999
BS, Finance

Dennis Seeley Dennis Seeley Greater Boston Area Details
Dennis Seeley's American Express Financial Advisors Experience 2002 - 2004
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  January 2011 - Present
Direxionfunds  March 2010 - January 2011
Pioneer Investments, San Diego CA   October 2008 - July 2009
Pioneer Investments  January 2008 - October 2008
Pioneer Investments  January 2006 - January 2008
American Express Financial Advisors   2002 - 2004

Skills
CRM, Mutual Funds, Investments, Series 7, Retirement, Business Planning, Fixed Annuities, Retirement Planning

Education
Anna Maria College   2000 — 2003
BA, Business Administration

Daniel Webster College

Gloria Meyer Gloria Meyer Greater Minneapolis-St. Paul Area Details
Gloria Meyer's American Express Financial Advisors Experience April 1986 - September 2002
Job Cognitive Skills trainer
Industry Individual & Family Services
Experience
LearningRX  December 2011 - Present
Rescue in Christ Ministries   December 2011 - August 2014
St. Patrick's Church   March 2010 - August 2013
American Express Financial Advisors   April 1986 - September 2002

Skills
Youth Ministry, Fitness Training, Team building, Praise and Worship..., Creative Writer, Writing, Change Management, Cognitive Skills Trainer, Editing, Team Building, Leadership, Public Speaking, Blogging, Nonprofits, Teaching, Microsoft Office, Management, Microsoft Excel, Creative Writing, Training, Event Planning

Education
University of Wisconsin-River Falls   2007 — 2011
BS, Psychology

Alexandria Technical College   1978 — 1980
Associate, Commercial Art

Melrose High School   1970 — 1974
diploma

Spiros Kabitsis Spiros Kabitsis San Jose, California Details
Spiros Kabitsis's American Express Financial Advisors Experience April 1992 - November 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2002 - Present
Ameriprise Financial Services, Inc.   November 2002 - June 2010
American Express Financial Advisors   April 1992 - November 2002

Education
Athens University of Economics and Business   1981 — 1986
BS, Economics and Business Management

Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Greater Minneapolis-St. Paul Area Details
Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP®'s American Express Financial Advisors Experience January 1989 - December 1990
Job Investment Product Specialist, Thrivent Investment Sales Desk
Industry Financial Services
Experience
Thrivent Financial for Lutherans  January 2008 - Present
Toastmasters International  July 2013 - June 2014
Toastmasters International  July 2012 - June 2013
Ameriprise Financial Services, Inc.   October 2006 - January 2008
Financial Finesse  February 2001 - October 2006
Wells Fargo Private Client Services  June 1998 - February 2001
Norwest Investment Management and Trust   January 1994 - June 1998
Fortis Financial Group  January 1991 - December 1993
USBank  1990 - 1991
American Express Financial Advisors   January 1989 - December 1990

Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management

Education
Augsburg College   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration

College for Financial Planning   2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)

Augsburg College   1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)

John A. Johnson High School   1980 — 1982
Diploma, General

Braeden Rogers Braeden Rogers Greater New York City Area Details
Braeden Rogers's American Express Financial Advisors Experience June 2000 - March 2003
Job Account Lead, Centro Brand Exchange at Centro
Industry Online Media
Experience
Centro  July 2014 - Present
mParticle  March 2014 - June 2014
VivaKi  April 2013 - February 2014
VivaKi  September 2010 - March 2013
Milabra   June 2010 - August 2010
Amplify Sports and Entertainment  May 2008 - December 2008
PNC Bank  May 2006 - July 2007
Bank of America  July 2005 - April 2006
JP Morgan Chase  March 2003 - June 2005
American Express Financial Advisors   June 2000 - March 2003

Skills
Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Behavioral Targeting, RTB, Ad Exchanges, Advertising, CRM, Marketing Strategy, Marketing, Strategy, PPC, Mobile Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Analytics, comScore, Management

Education
Baruch College, City University of New York (CUNY)   2007 — 2009
M.B.A, Marketing

Lafayette College   1996 — 2000
B.A., Economics/Business

Cliff Powers CFP Cliff Powers CFP Jacksonville, Florida Area Details
Cliff Powers CFP's American Express Financial Advisors Experience July 1981 - April 1999
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors  March 2008 - Present
Ameriprise Financial Services, Inc.   September 2006 - March 2008
Ameriprise Financial Services, Inc.   April 1999 - September 2006
American Express Financial Advisors   July 1981 - April 1999

Education
Appalachian State University   1968 — 1972
Bachelor of Science (BS), Health & Physical Education

Ian Naismith Ian Naismith Dallas/Fort Worth Area Details
Ian Naismith's American Express Financial Advisors Experience 1991 - 1996
Job President, Investment Portfolio Solutions, Inc.
Industry Investment Management
Experience
Investment Portfolio Solutions, Inc.   November 2011 - Present
MBS Highway   April 2013 - October 2014
National Association Of Active Investment Managers (NAAIM)   May 2008 - May 2013
Vidrio Arts, Inc.   May 2001 - December 2012
Consultant  November 2011 - July 2012
Sarasota Capital Strategies, Inc.   2002 - June 2012
The Currency Strategies Fund (symbol: FOREX)   May 2009 - March 2012
Naismith Capital Strategies, Inc.   October 1996 - December 2010
American Express Financial Advisors   1991 - 1996

Skills
Portfolio Management, Investment Advisory, Alternative Investments, Technical Analysis, Equities, Trading Strategies, Asset Allocation, Investment Management, Global Macro, Institutional..., Commodity Markets, Mutual Funds, Consulting, Quantitative Investing, Asset Management, Investments, Currency Exchange, Investment Strategies, Algorithm Design, Thought Leadership, Published Author, Qualitative Research, ETFs, Hedge Funds, Trading, Bond Markets, Institutional Investors, Strategic Leadership, Inventor, Experienced Speaker, Financial Markets, Currency, Equity Trading, Financial Services, Bonds, Retirement Planning, Trading Systems, Financial Risk, Stocks, Finance, Trade Signals, Portfolio Construction, Mutual Fund Management, Global Equities, Problem Solving

Education
Austin College   1981 — 1985
B.A.'s, Business, Psychology, & Sociology, 3.8/4.0

Phil Domeier Phil Domeier Elk River, Minnesota Details
Phil Domeier's American Express Financial Advisors Experience March 2000 - May 2002
Job Manager – Operations Support Group (OSG) at US Bank
Industry Information Technology and Services
Experience
US Bank  August 2015 - Present
Nowthen, Honey LLC   October 2009 - Present
Kforce Inc  May 2015 - August 2015
HealthEast  March 2013 - May 2015
The Home Depot  March 2014 - February 2015
CDI Corp  April 2011 - October 2011
UnitedHealth Technologies  May 2006 - April 2011
IBM Global Services  May 2002 - May 2006
American Express Financial Advisors   March 2000 - May 2002
Wells Fargo Services Company, Inc.   January 1998 - March 2000

Skills
HSM, MVS, IBM Utilities, Mainframe, Omegamon, Netview, Disaster Recovery, Storage Management, Dasd, Storage, TSM, Vendor Management, Capacity Planning, IDCAMS, IBM Products, ISPF, SMS, CA-Vantage, Mainstar Fastaudit, Mainstar HSM Reporter, SAS programming, SMF, Operating Systems, TSO, JCL, REXX, z/OS, Enterprise Architecture

Education
Mankato Area Vocational-Technical Institute   1982 — 1984
Certificate of completion, Computer Programming / Operations

Augustana University (SD)   1980 — 1982
None, Music

New Ulm Senior High School   1977 — 1980
Diploma, General

Danny Conaway Danny Conaway Dallas/Fort Worth Area Details
Danny Conaway's American Express Financial Advisors Experience 1983 - 1991
Job Principal at CoreSolve Medical Solutions, LLC
Industry Medical Practice
Experience
CoreSolve Medical Solutions, LLC   September 2012 - Present
NSE Healthcare   September 2012 - Present
CPR/Heartplace   May 2007 - August 2012
Diagnostic Clinic of Houston  2005 - 2007
Permian Cardiology Associates   2000 - 2005
American Express Financial Advisors   1983 - 1991

Skills
Healthcare Industry, Revenue Cycle, Physician Practice..., Healthcare Management, Healthcare Consulting, Healthcare Information..., Managed Care, Cardiology, Workflow Analysis, Contract Negotiations, Project Management, Dashboard Metrics, Practice Management, NextGen Certified..., Physicians, Contract Negotiation, HIPAA, Hospitals, EMR, Healthcare, Revenue Cycle Management, NextGen, Clinical Research, EHR, Start-ups, Budgets, Management, Policy, Analysis, HL7, Medicaid, Process Improvement, Medicare, Medical Billing, CPOE, Performance Improvement, Software Implementation, Physician Relations, Epic Systems, Cerner, Quality Improvement, Ambulatory, Executive Management, Analytics, Health Insurance, Accounts Receivable, Finance, Health Information..., Consulting, Meditech

Education
Eastern New Mexico University   2007 — 2010
MBA

Abilene Christian University   1977 — 1981
BBA, Accounting

Kerry Grinkmeyer Kerry Grinkmeyer Birmingham, Alabama Area Details
Kerry Grinkmeyer's American Express Financial Advisors Experience October 1992 - June 2004
Job The Best of the U.S. Author, Publisher, Entrepreneur
Industry Publishing
Experience
Best of Us Publishing LLC   May 2005 - Present
American Express Financial Advisors   October 1992 - June 2004
Modern Home Products   April 1983 - September 1992
Pacesetter Products   February 1979 - March 1983
Polaroid  February 1971 - May 1976

Skills
SEO, Social Media Marketing, Website Development, Business Development, Fitness, Web Marketing, Email Marketing, Online Advertising, Social Networking, Entrepreneurship, Digital Media, Small Business, Blogging, Social Media, Lead Generation

Education
Ball State University   1962 — 1967
Finance, General

Reggie Carr Reggie Carr Raleigh-Durham, North Carolina Area Details
Reggie Carr's American Express Financial Advisors Experience September 1992 - December 1998
Job Vice President of Sales, North America
Industry Medical Devices
Experience
MediPurpose  August 2014 - Present
Cardinal Health At Home  August 2013 - May 2014
EKF Diagnostics   June 2012 - August 2013
OraSure Technologies, Inc.   April 2011 - June 2012
bioMerieux,Inc.   November 2009 - December 2010
bioMerieux,Inc.   May 2005 - November 2009
bioMerieux  May 2003 - May 2005
AstraZeneca Pharmaceuticals  January 2000 - March 2003
Abbott Diagnostics Divsion   January 1998 - January 2000
American Express Financial Advisors   September 1992 - December 1998

Skills
New Business Development, Sales Management, Marketing Strategy, Leadership, Management, Medical Devices, Oncology, Capital Equipment, Key Account Management, Market Planning, Strategic Planning, Business Development, Sales Operations, Strategy, Infectious Diseases, Business Strategy, Cardiology, Sales, Marketing, Team Leadership, Biotechnology, Pharmaceutical Industry, Cross-functional Team..., Healthcare, Product Marketing, Hospitals, Product Launch, Competitive Analysis, Hardware Diagnostics, Market Development, Hematology, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Product Management, Global Marketing, Commercialization, Urology, Managed Care, Diabetes, Selling, Disposables, Gastroenterology, Selling Skills, Market Analysis, Hospital Sales, Neurology, Medical Diagnostics, Lifesciences, Molecular Diagnostics

Education
Pfeiffer University   2005 — 2007
Master of Business Administration (MBA), Strategic Marketing & Business Development

Babson College   2006 — 2006
Executive Education, In Vitro Diagnostic Marketing Excellence Program

Jacksonville State University   1985 — 1989
Bachelor Degree in Science, Marketing

Rich Slipka Rich Slipka Greater New York City Area Details
Rich Slipka's American Express Financial Advisors Experience January 1998 - January 2000
Job Branch Manager
Industry Investment Banking
Experience
Capital One  August 2011 - Present
JPMorgan Chase  August 2006 - July 2011
HSBC  August 2004 - July 2006
Citigroup  January 2000 - January 2002
American Express Financial Advisors   January 1998 - January 2000
Chimney Cleaning Service, Inc   January 1996 - January 1998
Merka Manufacturing Corporation   January 1993 - January 1996

Skills
CRM, Sales, Management

Education
Adelphi University
Bachelors Degree, Business Administration

Tedd Mendes Tedd Mendes Greater Minneapolis-St. Paul Area Details
Tedd Mendes's American Express Financial Advisors Experience January 2000 - January 2002
Job Sr. Tech. PM at Wells Fargo
Industry Financial Services
Experience
Allina Health Systems  April 2003 - February 2005
American Express Financial Advisors   January 2000 - January 2002
IBM Global Services  January 1997 - January 2000
IBM Global Services  January 1997 - January 2000

Skills
Financial Management, Management, Program Management, Managerial Finance, Requirements Analysis, Project Planning, SharePoint, Project Management, Vendor Management, Disaster Recovery, Project Delivery, Team Leadership, Outsourcing, Solution Architecture, SDLC, Analysis, Project Portfolio..., Resource Management, PMP

Education
University of Minnesota - Carlson School of Management   2011 — 2011

Augsburg College   2004 — 2007
Management and MIS, Management Information Systems and Business Management

Jimmy Trujillo Jimmy Trujillo Greater San Diego Area Details
Jimmy Trujillo's American Express Financial Advisors Experience April 1998 - August 2000
Job Marketing Consultant at Cavalier Associates Insurance Services
Industry Financial Services
Experience
Cavalier Associates Insurance Services  August 2010 - Present
Surfcrest Financial, LLC   August 2010 - Present
Ridge Capital Group   January 2006 - August 2010
XCU Capital Corporation   October 2004 - January 2006
Prudential Financial  2000 - 2004
American Express Financial Advisors   April 1998 - August 2000

Skills
Life Insurance, Financial Planners, Financial Advisory, Fixed Annuities, Term Life Insurance, Insurance, Financial Services, Analysis, Strategic Financial..., Retirement Planning, Wealth Accumulation, Long-term Care, Disability Insurance, Leadership, Health Insurance, Customer Service, Retirement, Portfolio Management, Estate Planning, Marketing, Investments, Small Business, Access

Education
Arizona State University   1989 — 1994

University of Phoenix

Jay Saufl Jay Saufl Palm Springs, California Details
Jay Saufl's American Express Financial Advisors Experience 1996 - 2006
Job Realtor at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate  December 2011 - Present
H K Lane Real Estate   January 2008 - November 2011
American Express Financial Advisors   1996 - 2006

Skills
Real Estate, Investment Properties, Buyers, Sellers, First Time Home Buyers, Investors, Short Sales, Investments, Foreclosures, Real Estate Transactions, Single Family Homes, Marketing, REO, Buyer Representation, Listings, Referrals, New Home Sales, Relocation

Education
Andrews University   1970 — 1974
BA, Business Administration

Mike McLain Mike McLain Austin, Texas Area Details
Mike McLain's American Express Financial Advisors Experience July 2000 - June 2004
Job Sr Advisor at Leap Wealth Management
Industry Financial Services
Experience
Leap Wealth Management   August 2014 - Present
AutoShield   January 2003 - Present
LeafHouse Financial Advisors, LLC.   January 2010 - September 2014
Maverick Management   February 2004 - February 2008
Ameriprise Financial, Inc  July 2004 - January 2008
American Express Financial Advisors   July 2000 - June 2004
American Express Financial Advisors   1994 - 2000

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Estate Planning, Financial Services, Asset Management, Insurance, Wealth Management, Investment Advisory, Asset Managment, Employee Benefits, ETFs, CRM, Retirement, 401k, Leadership, Business Planning, Portfolio Management, Personal Finance, Life Insurance, Pensions, Corporate Finance, Equities, Wealth Accumulation, Fiduciary, Asset Allocation, Strategic Planning, Strategy, Finance, Wealth Management..., Investment Strategies, Fixed Annuities, Securities, Series 63, Alternative Investments, Small Business, Financial Planning, Relationship Management, Investment Management, Training, Series 7, Wealth, Long-term Care, Disability Insurance, Personal Financial..., FINRA, Strategic Consulting, Management, Fiduciary Services

Education
Texas Tech University   1991 — 1994
Bachelor of Science, Finance

Texas Tech University - Rawls College of Business   1991 — 1994
Finance, Business, Finance, Marketing, Accounting

London Business School   1993 — 1993
European Business

Abilene Christian University   1989 — 1991
Business Administration, Management and Operations

Boston University
CFP Program

Graycloud Rios Graycloud Rios San Francisco Bay Area Details
Graycloud Rios's American Express Financial Advisors Experience 1995 - 1996
Job Software Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  June 2013 - Present
Khai Tec Design   November 2011 - June 2013
Graycloud Design, Inc   September 2004 - November 2011
Graycloud Design Inc.   September 2004 - December 2006
ObjectFX Corporation   October 1999 - September 2004
Oasis Technology/Javelin Technology   February 1997 - October 1999
IBM Global Services  July 1996 - February 1997
Analysts International Corporation  January 1995 - July 1996
American Express Financial Advisors   1995 - 1996
Associated Technologies SA de CV   September 1993 - December 1994

Skills
SOA, SOAP, WSDL, Axis, Smalltalk, C, Spanish, Spring, XML Schema, XML, XML Spy, Java, Sun Certified Java..., Java software..., J2EE, Information Architecture, Object Oriented Design, Web Services, UML, JDBC, REST, SQL, Linux, Swing, OOP, J2SE, Objective-C, Apple Macintosh, Java Enterprise Edition

Education
Academy of Art University   2007 — 2009
MFA, Photography

University of St. Thomas   2000 — 2004
MSSE, Software Engineering

San Francisco State University   1984 — 1988
BS, Business - International Business

Colegio Colon, Ocotlan Jalisco

Rob Bossen Rob Bossen Greater Minneapolis-St. Paul Area Details
Rob Bossen's American Express Financial Advisors Experience July 2002 - March 2005
Job Director of Sales and Logistics at Pau Hana Surf Supply
Industry Sporting Goods
Experience
Pau Hana Surf Supply   February 2013 - Present
Silver Creek Paddle & Compay   April 2010 - March 2014
Ameriprise Financial Services, Inc.   February 2011 - February 2013
Ameriprise Financial  February 2010 - February 2011
Ameriprise Financial Services, Inc.   March 2009 - March 2010
Ameriprise Financial  May 2007 - March 2009
Ameriprise Financial  March 2005 - May 2007
American Express Financial Advisors   July 2002 - March 2005
Cargill  July 1999 - July 2002

Skills
Finance, Sales, Training

Education
Augsburg College   2008 — 2009
MBA

University of Wisconsin-Eau Claire   1996 — 1999
BA, Management Information Systems

Tom Brakke Tom Brakke Greater Minneapolis-St. Paul Area Details
Tom Brakke's American Express Financial Advisors Experience June 1983 - March 1998
Job tjb research
Industry Investment Management
Experience
tjb research   May 2003 - Present
Carlson School of Management  September 2000 - May 2004
American Express Financial Advisors   June 1983 - March 1998

Skills
Due Diligence, Asset Management, Investment Research, Institutional Investors, Fund Managers, Hedge Funds, Mutual Funds, Investment Advisors, Public Speaking, Writing

Education
CFA Institute   1984 — 1986
Chartered Financial Analyst

University of Minnesota - Carlson School of Management   1980 — 1983
BSB, Management

Augustana College (SD)

Parker Fendler Parker Fendler Phoenix, Arizona Area Details
Parker Fendler's American Express Financial Advisors Experience 1993 - 1995
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  August 2011 - Present
Charles Schwab  September 2010 - August 2011
Evergreen Devco, Inc.   2006 - July 2010
Charles Schwab  1998 - 2006
Charles Schwab  1995 - 1998
American Express Financial Advisors   1993 - 1995

Skills
Series 7, Series 63, General Securities..., CAMS, USA PATRIOT Act

Education
Arizona State University   1988 — 1993
Bachelor of Science, Finance

Aaron Wilkens Aaron Wilkens Charlotte, North Carolina Area Details
Aaron Wilkens's American Express Financial Advisors Experience 1997 - 1997
Job Sr. Ecommerce Product Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  August 2012 - Present
Wells Fargo  October 2010 - April 2012
Fifth Third Bank  November 2008 - March 2010
Fifth Third Bank  February 2007 - November 2008
Wachovia, A Wells Fargo Company  2004 - 2007
Vanguard  2000 - 2004
Vanguard  1998 - 2000
Vanguard  1997 - 1998
American Express Financial Advisors   1997 - 1997

Skills
Services Oriented..., Business Architecture, Business Analysis, Business Requirements, Technology Liaison

Education
University of North Carolina at Charlotte - Belk College of Business   2010 — 2012
MBA

Appalachian State University   1991 — 1996
Bachelors of Science, Business Marketing

Sandra Cain Sandra Cain Greater Minneapolis-St. Paul Area Details
Sandra Cain's American Express Financial Advisors Experience August 1991 - April 2005
Job President/Owner of One Giant Step
Industry Professional Training & Coaching
Experience
Performance Consultants Intl   June 2008 - Present
CRR Global   August 2006 - Present
Coaches Training Institute   January 2005 - Present
One Giant Step   September 2001 - Present
American Express Financial Advisors   August 1991 - April 2005

Skills
Team Building, Change Management, Coaching, Workshop Facilitation, Executive Coaching

Education
CRR Global   2003 — 2005
Relationship Coaching

Coaches Training Institute   2001 — 2003
Individual Coaching & Leadership

Augsburg College
Psychology, Sociology

Brown College
Radio/TV Broadcasting

Claude Straley Claude Straley Greater Minneapolis-St. Paul Area Details
Claude Straley's American Express Financial Advisors Experience December 1997 - January 2002
Job Senior Business Analyst Employee at Optum, A UnitedHealth Group Company
Industry Information Technology and Services
Experience
Optum  April 2011 - Present
CIBER, Inc.   October 2010 - December 2010
freelance type engagements   December 2008 - October 2010
Fidelity National Information Services – Lender Processing Services   August 2008 - November 2008
Benfield Inc  August 2005 - December 2007
GMAC RFC  January 2005 - April 2005
Wells Fargo Home Mortgage  June 2004 - December 2004
Target  February 2004 - May 2004
NCS Pearson  June 2002 - March 2003
American Express Financial Advisors   December 1997 - January 2002

Skills
Requirements Analysis, Agile, Gap Analysis, Change Management, SDLC, Technical Analysis, Business Analysis, Process Improvement, Visio, SharePoint, Vendor Management, Problem Solving, Business Process..., Technical Support, Management, Agile Methodologies, Requirements Gathering, Business Process, MS Project, Microsoft Project

Education
INQUESTRA LEARNING   2010 — 2010
BSAC, Business Systems Analysis

New Horizons of Minnesota   2008 — 2008
SharePoint Server 2007: Connecting people, process and information

University of St. Thomas - Opus College of Business   2002 — 2002
CPM, Project Management

Baker University   1995 — 1995
Coursework, Bachelor of Science, Business Management

Ekua O. Anyanful, MBA, CFP® Ekua O. Anyanful, MBA, CFP® Dallas/Fort Worth Area Details
Ekua O. Anyanful, MBA, CFP®'s American Express Financial Advisors Experience June 2002 - September 2004
Job CEO at EA Wealth Management, LLC
Industry Investment Management
Experience
EA Wealth Management, LLC   December 2011 - Present
Genesis Capital Group & GC Insurance Services   June 2009 - December 2011
Whitney, Wetzel & Kuether, LLC   December 2007 - June 2009
Citi Group  February 2006 - December 2007
JPMorgan Chase  September 2004 - January 2005
American Express Financial Advisors   June 2002 - September 2004

Skills
Retirement Planning, Asset Management, Portfolio Management, Financial Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Financial Planners, Investment Management, Financial Advisory, Wealth Management..., Asset Allocation, Financial Analysis, Personal Finance, Finance

Education
Adelphi University   1999 — 2002
MBA, Management & Finance

Kwame Nkrumah' University of Science and Technology, Kumasi   1994 — 1998
BA, Economics & English

Wesley Girls High School   1985 — 1992
"O" & "A" Level, Economics & English

Barbara Stewart Barbara Stewart Carmel, Indiana Details
Barbara Stewart's American Express Financial Advisors Experience 1985 - 2000
Job President at Washington National Insurance Company
Industry Insurance
Experience
Washington National Insurance Company  March 2013 - Present
Performance Matters Associates  March 2013 - Present
HOPE  2010 - Present
Washington National, a Division of CNO Financial Group   January 2006 - February 2013
H&R Block Financial Advisors  2004 - 2006
Washington Square Securities, Inc., an ING Broker-Dealer   January 2001 - December 2003
American Express Financial Advisors   1985 - 2000

Skills
Health Insurance, Employee Benefits, Marketing Strategy, Business Strategy, Mutual Funds, New Business Development, Financial Services, Wealth Management, Term Life Insurance, Investments, Investment Advisory, Account Management, Portfolio Management, Marketing, Relationship Management, Fixed Annuities, Retirement, Retirement Planning, Sales, Sales Management, Mergers & Acquisitions, Risk Management, Nonprofits, Life Insurance, Health Savings Accounts, Strategy, Long-term Care, Accident

Education
Cornell University - Johnson Graduate School of Management   1983 — 1985
Master of Business Administration (M.B.A.), Marketing & Finance

Massachusetts General Hospital Dietetic Internship
R.D.

University of Delaware
Bachelor of Science (B.S.), Nutrition Sciences

Rob Bruner Rob Bruner Sarasota, Florida Area Details
Rob Bruner's American Express Financial Advisors Experience January 1999 - May 1999
Job Student, PADI DiveMaster, Manager, Event/Entertainment Manger, Marketing Manager
Industry Leisure, Travel & Tourism
Experience
State College of Florida, Manatee-Sarasota  May 2014 - Present
Mermaids Dive Center   October 2013 - January 2014
St Thomas Entertainment/STARZ Night Club/Rock Bar & Gaming/Mojo's Rum & Surf Shack/ShipwreckTavern   January 2003 - July 2013
HWE Financial / Vestax Securities / ING Corp.   June 1999 - July 2001
American Express Financial Advisors   January 1999 - May 1999

Skills
Event Management, Hospitality, Event Planning, Tourism, Food, Hospitality Management, Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing, Microsoft Office, Restaurants, Advertising, Strategic Planning, Revenue Analysis, Online Marketing, Email Marketing, Online Advertising, Sales, Microsoft Excel, New Business Development, Digital Marketing, PowerPoint, Entertainment, Front Office, Micros, Graphic Design, Photoshop, Social Media, Management, Public Relations

Education
State College of Florida-Manatee-Sarasota   2014 — 2017
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer

Baker University   1995 — 1999
Bachelor of Science (BS), Business/Finance & Economics

Trudi Martinco Trudi Martinco Greater Minneapolis-St. Paul Area Details
Trudi Martinco's American Express Financial Advisors Experience January 1983 - January 2002
Job Owner of PawzandRest
Industry Retail
Experience
PawzandRest LLC   January 2011 - Present
GE Builder Kitchen Showroom   2006 - 2008
American Express Financial Advisors   January 1983 - January 2002

Skills
CAD, Presentation Boards, Event Management, Custom Furniture Design, Interior Design, Marketing Management, Sales Process, Pets, Microsoft Office, Upholstery, Sewing, Fabric Selection, Structure, Customer Presentations, Dimensional Modeling, Dimensional Drawings, Entrepreneur, Small Business, Pet welfare

Education
Anoka Ramsey Community College   1985 — 1986
Real Estate

Century College
Associate of Arts (A.A.), Interior Design

University of St. Thomas
Coursework, General Sales, Merchandising and Related Marketing Operations

Dan Kraus MBA, CFP®, CRPC® Dan Kraus MBA, CFP®, CRPC® Austin, Texas Area Details
Dan Kraus MBA, CFP®, CRPC®'s American Express Financial Advisors Experience 2002 - 2004
Job Private Wealth Advisor at Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice.
Industry Financial Services
Experience
Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice.   2004 - Present
American Express Financial Advisors   2002 - 2004
American Express Financial Advisors   2000 - 2002
Fidelity Investments  1999 - 2000
Fidelity Investments  1998 - 1999
Fidelity Investments  1996 - 1998

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
MBA

Binghamton University   1990 — 1993
B.A.

W. Tom Polowy, Ms W. Tom Polowy, Ms Hartford, Connecticut Area Details
W. Tom Polowy, Ms's American Express Financial Advisors Experience 2003 - 2003
Job Financial Advisor at Valark Financial Services
Industry Financial Services
Experience
Valark Financial Services   March 2014 - Present
AJC Insurance   November 2013 - Present
LPL Financial  October 2012 - March 2014
The Hartford  August 2011 - September 2012
The Hartford  August 2007 - July 2011
Liberty Mutual Insurance  2004 - 2006
American Express Financial Advisors   2003 - 2003

Skills
Claims Management, Claim, Underwriting, Disability Insurance, Workers Compensation, Customer Service, Business Analysis, Project Management, Analysis, Insurance, Reinsurance, Life Insurance, Series 7, Health Insurance, Employee Benefits, Property & Casualty..., Data Analysis, Microsoft Office, Fatwire, Adobe LiveCycle Designer, Microsoft Excel, Customer Engagement, Long Term Disability..., Short Term Disability..., Presentations, Coaching, Mentoring, Customer Retention, Networking, Wealth Management, Alternative Investments, Investment Management, Risk Management, Risk Assessment, Strategic Financial..., Financial Analysis, Retirement Planning, Stock Management, College Funding..., Leadership, 401k, Mutual Funds, Financial Advisory

Education
Albertus Magnus College   2005 — 2007
MS, Business Management

The University of Connecticut   1997 — 2002
Bachelor's degree, Exercise Physiology

Lisa Lin Lisa Lin Greater Boston Area Details
Lisa Lin's American Express Financial Advisors Experience September 2004 - May 2005
Job CSPO, Product Manager at Curriculum Associates
Industry E-Learning
Experience
Curriculum Associates  May 2014 - Present
Pearson plc  June 2010 - May 2014
Pearson Education  April 2007 - May 2011
International Press of Boston, Inc.   June 2005 - August 2006
American Express Financial Advisors   September 2004 - May 2005
Utsunomiya Bunsei Girls’ High School   August 2001 - February 2004
Society of Women Engineers, Cornell University   September 1996 - July 2000
Ascend Communications, Inc.   December 1998 - January 1999
Cornell University  1998 - 1999
Cornell University  September 1997 - October 1997

Skills
Educational Technology, Content Development, Content Management, Publishing, Copy Editing, Editing, Books, User Experience, Editorial, Academic Publishing, Online Publishing, Textbooks, Publications, Content Strategy, Curriculum Design, Product Management, Collaborative Problem..., Ebooks, Proofreading, Microsoft Office, CSS, Oxygen XML Editor, Troubleshooting, Project Coordination, Customer Service, XML, HTML 5, Subversion, JavaScript, C, C++, Java, Agile & Waterfall..., Adobe Acrobat, PaintShop Pro, Dreamweaver, Camtasia, Lucidchart, Google Docs, JIRA, Trello, Visual Basic, Technical Training

Education
Cornell University   1996 — 2001
B.S., Computer Science, Concentration in Education and Japanese Language

Cornell University College of Engineering   1996 — 2001
Bachelor of Science (B.S.), Computer Science

Joan Lim Joan Lim San Francisco Bay Area Details
Joan Lim's American Express Financial Advisors Experience March 2002 - October 2002
Job Product Marketing professional, passionate about technology and cloud software
Industry Computer Software
Experience
Deem, Inc.   November 2014 - Present
Qualcomm  August 2013 - October 2014
Georgetown University  January 2012 - August 2013
New Zealand Ministry of Foreign Affairs & Trade  March 2009 - December 2011
Amadeus  June 2007 - June 2008
Unilever  2005 - 2006
Universal Robina Corporation  January 2003 - July 2005
American Express Financial Advisors   March 2002 - October 2002

Skills
Marketing Communications, Advertising, Marketing, Product Development, Business Development, Market Research, Competitive Analysis, Marketing Strategy, Photography, Business Modeling, Integrated Marketing..., Social Media Measurement, Facebook, Social Media, Public Relations, Strategic Planning, Marketing Management, SEO, Internal Communications, Product Marketing, Google Analytics, Strategic Communications, Events Coordination

Education
Georgetown University   2012 — 2013
Master of Professional Studies, Public Relations and Communications, Digital Communications and Strategy, 3.94 GPA

Ecole supérieure des Sciences commerciales d'Angers   2006 — 2008
Master of Science, International Business, 4.0 GPA

Ateneo de Manila University   1997 — 2001
Bachelor of Science, Management with International Business

International School Manila   1995 — 1997
International Baccalareaute Billingual Diploma

Chinese International School   1993 — 1995
International General Certificate for Secondary Education

Stevin Moses Stevin Moses Hartford, Connecticut Area Details
Stevin Moses's American Express Financial Advisors Experience September 1996 - June 2002
Job Wealth Manager/Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners, LLC   July 2009 - Present
Northstar Wealth Partners  July 2009 - Present
LPL Finanical  2009 - Present
Peoples Securities, Inc.   September 2004 - July 2009
MassMutual Financial Group  June 2002 - September 2004
American Express Financial Advisors   September 1996 - June 2002
U.S. Coast Guard   March 1988 - December 1993

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services

Education
The University of Connecticut   1992 — 1996
BA, Political Science/Criminology

The Academy of Health Care Professions-San Antonio   1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences

Doug Flynn, CFP®, ChFC® Doug Flynn, CFP®, ChFC® Greater New York City Area Details
Doug Flynn, CFP®, ChFC®'s American Express Financial Advisors Experience June 1989 - November 1997
Job CFP® Professional, and CoFounder at Flynn Zito Capital Management, LLC
Industry Financial Services
Experience
Flynn Zito Capital Management, LLC   November 1997 - Present
Independent Commentator   May 1993 - Present
Garden City Studios, LLC   July 2013 - Present
American Express Financial Advisors   June 1989 - November 1997

Skills
Retirement Planning, Wealth, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Finance, Investment Management, Securities, Personal Finance, Entrepreneurship, Strategic Planning, Wealth Management, Strategy, Estate Planning, Retirement, Investment Advisory, Asset Allocation, IRAs, 401k, Investment Strategies, Series 7, Alternative Investments, Asset Management, Series 63, Portfolio Management, Financial Services, High Net Worth..., Fixed Income, Series 65, Small Business, Financial Planning

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2013
Executive Education

University of Pennsylvania - The Wharton School   2012 — 2012
Executive Education

The American College   1995 — 1997
Chartered Financial Consultant (ChFC®), Financial Planning

College for Financial Planning   1990 — 1992
CERTIFIED FINANCIAL PLANNER™ (CFP®), Financial Planning

Adelphi University   1985 — 1989
Management, Finance

Amy Bintliff Amy Bintliff Stoughton, Wisconsin Details
Amy Bintliff's American Express Financial Advisors Experience August 1998 - August 2001
Job Educator/Writer, Wisconsin, USA
Industry Education Management
Experience
University of Wisconsin-Madison  August 2015 - Present
University of Wisconsin-Madison  August 2015 - Present
Westward Bound Forge Further   June 2006 - Present
Oregon School District  August 2008 - June 2015
Teaching Tolerance  March 2013 - July 2013
Crossroads Alternative High School   August 2002 - June 2007
American Express Financial Advisors   August 1998 - August 2001

Skills
Curriculum Innovation, Curriculum Design, Teaching Reading, Teaching Writing, Experiential Education, Educational Equity, Diversity & Inclusion, Multicultural Education, Alternative Education, Educational Research, Nonfiction Writing, Educational Leadership, Literacy, Elementary Education, Curriculum Development, Teaching, Public Speaking, Research, Staff Development

Education
Hamline University   2005 — 2007
Masters, Education

Augsburg College   1999 — 2001
English Secondary Education License, English/Language Arts Teacher Education, 7-12

The University of North Dakota   1994 — 1998
Bachelor of Arts (B.A.), Theatre/English

University of Wisconsin-Madison
Educational Psychology

Bina Kumar Bina Kumar Manhasset, New York Details
Bina Kumar's American Express Financial Advisors Experience 1997 - 2000
Job Managing Director
Industry Insurance
Experience
Nationwide Retirement Solutions  August 2011 - Present
Nationwide Retirement Solutions  2003 - 2011
CitiStreet  2000 - 2003
American Express Financial Advisors   1997 - 2000

Skills
Financial Services, Strategic Partnerships, Customer Retention, Insurance, Collaborative Leadership

Education
Adelphi University
Bachelor of Arts (B.A.), Economics

Stony Brook University
Economics

Diane Napper Diane Napper Greater Minneapolis-St. Paul Area Details
Diane Napper's American Express Financial Advisors Experience January 1995 - September 1998
Job Graphic Designer/Owner at Taurus Moon Graphic Design, LLC
Industry Graphic Design
Experience
Taurus Moon Graphic Design, LLC   June 2002 - Present
PFund Foundation  2007 - 2012
Starkey Labs  December 2006 - June 2008
ING  September 1998 - August 2002
American Express Financial Advisors   January 1995 - September 1998

Skills
Graphic Design, Freelance Graphics, Graphics, Direct Mail, Creative Direction, Advertising, Adobe Creative Suite, Corporate Identity, Web Design, Corporate Branding, Adobe Acrobat, Branding & Identity, Packaging, Posters, Art Direction, QuarkXPress, Social Media, Brand Development, Business Cards, Catalogs, Freelance Writing, Art

Education
American University - Kogod School of Business   1985 — 1989
BS, International Business

Kristen Hirsch Montag Kristen Hirsch Montag Greater Minneapolis-St. Paul Area Details
Kristen Hirsch Montag's American Express Financial Advisors Experience November 1992 - January 2002
Job Communications/PR professional, writer/editor, publicist, actor, Mary Kay consultant
Industry Public Relations and Communications
Experience
Meet Minneapolis  March 2009 - Present
Minneapolis Convention Center  March 2009 - Present
BroadwayWorld.com  February 2013 - Present
Mary Kay, Inc.   February 2006 - Present
Kristen Montag PR   May 2014 - Present
freelance - film & theatre   1991 - Present
Goodwill/Easter Seals Minnesota  June 2005 - March 2009
Morris Park Players   2004 - 2008
Park Nicollet Health Services  2002 - 2004
American Express Financial Advisors   November 1992 - January 2002

Skills
Public Relations, Editing, Writing, Acting, Multimedia Project..., Media Spokesperson, Video Production, Social Media, Media Relations, Marketing Communications, Corporate Communications, Spokesperson, Multimedia, Nonprofits, Television, Event Planning, Newsletters, Marketing, Internal Communications, Integrated Marketing, Creative Direction, Photography, Video, Leadership, Event Management, Publicity

Education
Augsburg College   1987 — 1991
Bachelor of Arts, Communications & Theatre Arts

St. Francis Sr. High   1983 — 1987
diploma, college prep

Angelique Chappelle Angelique Chappelle San Francisco Bay Area Details
Angelique Chappelle's American Express Financial Advisors Experience October 2003 - April 2004
Job Dynamic Sales & Marketing Executive
Industry Information Technology and Services
Experience
TechUSA  November 2012 - Present
Various Non Profit organizations  May 2012 - Present
Hefei University of Technology & Sias International University   August 2013 - June 2015
Arrow Enterprise Computing Solutions  December 2007 - May 2012
Equifax  March 2007 - December 2007
Sage Software  April 2004 - April 2007
American Express Financial Advisors   October 2003 - April 2004
Bank of America  January 2001 - October 2003
2003-2004  January 2000 - January 2001

Skills
SaaS, Cloud Computing, Business Development, Account Management, Solution Selling, Sales, Channel, Cross-functional Team..., B2B, Strategy, Enterprise Software, Project Management, Selling, Salesforce.com, Sales Operations, Direct Sales, Channel Partners, Vendor Management, Strategic Planning, Business Intelligence, Training, Qualified Teacher, Higher Education, Channel Sales, Team Building, Workshop Facilitation, Program Facilitation, Public Speaking

Education
Keller Graduate School   2005 — 2008
MBA, Project Management

Auburn University at Montgomery   1996 — 1998
B.A., Secondary Education - Liberal Arts

Jefferson Davis Community College   1993 — 1995
AA

Denise Nostrom - ChFC, CLU Denise Nostrom - ChFC, CLU Greater New York City Area Details
Denise Nostrom - ChFC, CLU's American Express Financial Advisors Experience 1992 - 1995
Job Owner, Diversified Financial Solutions
Industry Financial Services
Experience
POWER of Women Exchanging Resources   August 2012 - Present
Diversified Financial Solutions   May 1996 - Present
Paris International Corporation   1995 - 1996
American Express Financial Advisors   1992 - 1995
Wilkinson & Hottinger, Inc.   1991 - 1992
Smith Barney  1990 - 1991

Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Financial Analysis, Retirement, Risk Management, Finance, Financial Services, Start-ups, Asset Management, Analysis, Accounting, Retirement Planning, Portfolio Management, Financial Planners, Valuation, Estate Planning, Mutual Funds, Securities, Series 7, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, 401k, FINRA, Asset Allocation, IRAs, Series 24, Uniform Combined State..., Variable Annuities, Long-term Care, Indexed Annuities, Series 65, Independent Financial..., Financial Planning

Education
Adelphi University   1986 — 1990
BBA, Finance/Concentration in Business Mgmt.

Patchogue Medford High School

Dolly Bilyeu Dolly Bilyeu Minneapolis, Minnesota Details
Dolly Bilyeu's American Express Financial Advisors Experience 2001 - 2004
Job Retirement Planning
Industry Financial Services
Experience
Portico Benefit Services  July 2015 - Present
Ameriprise Financial Services, Inc.   May 2011 - April 2015
Ameriprise Financial  January 2006 - May 2011
RiverSource Insurance  2004 - 2006
American Express Financial Advisors   2001 - 2004
American Express Financial Advisors   July 1999 - 2001

Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory

Education
Augsburg College   2014 — 2016
Bachelor's Degree, Communication and Media Studies

University of Minnesota-Twin Cities   1993 — 1994

Rainy River Community College   1991 — 1993
Associate of Arts (A.A.)

Amy Mroczek, M.Ed., MA Amy Mroczek, M.Ed., MA Minneapolis, Minnesota Details
Amy Mroczek, M.Ed., MA's American Express Financial Advisors Experience 1996 - 1997
Job Internal Sales AssociateGreat Lakes
Industry Medical Devices
Experience
Medtronic  August 2014 - Present
Medtronic  December 2012 - July 2014
Lee Carlson Center for Mental Health & Well-Being  2011 - June 2012
Fraser  2008 - 2010
Minnesota Autism Center  2007 - 2008
Pillsbury  1998 - 1999
Ceridian  1997 - 1997
American Express Financial Advisors   1996 - 1997

Skills
Adolescents, Psychotherapy, Crisis Intervention, Mental Health, Group Therapy, Treatment, Medical Devices, Patient Support, Neuromodulation, Psychology, Special Education, E/BD, Children, Assessment, Testing, CBT, Autism Spectrum..., Selective Mutism, PDD, Mood Disorders, ADHD, ODD, RAD, Anxiety Disorders, Neuropsychology, Neuropsychological..., Psychometry, Education, Hospitals, ICU, Pediatric Intensive Care, Marketing, Communication, Training, Customer Support, Technical Support, Clinical Support, Sales, sales support, Product Launch, Market Development, Sales Operations

Education
Alfred Adler Graduate School   2010 — 2012
MA, Adlerian counseling & psychotherapy, 3.8

University of Minnesota-Twin Cities   2007 — 2008
M.Ed, SPED-E/BD

University of Minnesota-Twin Cities   1996 — 1998
BA, Speech Communication and Rhetoric

University of St. Thomas   1994 — 1996
Speech Communication and Rhetoric

Katie Morrison Katie Morrison Greater Minneapolis-St. Paul Area Details
Katie Morrison's American Express Financial Advisors Experience 1999 - 2000
Job Manager at Ameriprise Financial RiverSource Life Insurance Company
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. - RiverSource Annuities   June 2014 - Present
Ameriprise Financial Services, Inc.   September 2009 - Present
Ameriprise Financial Services, Inc.   2007 - 2009
Ameriprise Financial Services, Inc.   2004 - 2007
Allianz Life  2002 - 2003
Allianz Life  2000 - 2002
American Express Financial Advisors   1999 - 2000
Prudential Financial  1996 - 1999
Prudential Financial  1994 - 1996
Prudential Financial  1989 - 1994

Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Securities, Strategic Financial..., Series 24, Wealth Management, Investments, Retirement, Financial Services, FINRA, Fixed Annuities, Investment Advisory, Asset Allocation, Insurance, Process Improvement, Training, Business Process..., Leadership

Education
Augsburg College
Bachelor's degree, Communication, General

April Martinez April Martinez Greater Minneapolis-St. Paul Area Details
April Martinez's American Express Financial Advisors Experience 1996 - 1997
Job Benefits Specialist at Doherty Employer Services
Industry Human Resources
Experience
Doherty Employer Services  July 2013 - Present
Analysts International Corporation (AIC)   April 2006 - July 2013
Leslie's Poolmart, Inc.   2002 - 2006
Montech   April 2001 - September 2002
American Express Financial Advisors   1996 - 1997

Skills
HRIS, Employee Benefits, Human Resources, Payroll, Benefits Administration, Leadership, Benefits Negotiation, Process Improvement

Education
Arizona State University   1998 — 2000
Bachelor's of Science, Managment with a Human Resources Emphasis

Kelly Knight Kelly Knight Greater Detroit Area Details
Kelly Knight's American Express Financial Advisors Experience June 1994 - July 1997
Job Chief Operating Officer, Concorde Investment Services
Industry Financial Services
Experience
Concorde Investment Services  February 2013 - Present
United Capital Financial Advisers, LLC  February 2011 - January 2013
United Capital Financial Advisers, LLC  July 2005 - January 2011
Ameriprise Financial Services, Inc. (Bommarito, CIucci & Associates, a financial advisory branch)   July 1998 - July 2005
American Express Financial Advisors   June 1994 - July 1997

Skills
Business Development, Wealth Management, Investment Advisory, Business Strategy, Management, Start-ups, Financial Services, CRM, Series 63, Relationship Management, Strategic Planning, Fixed Income, Strategic development, Consulting, Training,..., General Operations, Investments, Series 7, Series 24, Onboarding & Transitions

Education
University of Michigan, Ann Arbor   1990 — 2004
Bachelors Degree, Economics & Psychology

Albion College
Undergraduate studies/ Business & Economics

Lars Lambrecht, CFP, CLU, CLTC Lars Lambrecht, CFP, CLU, CLTC Providence, Rhode Island Area Details
Lars Lambrecht, CFP, CLU, CLTC's American Express Financial Advisors Experience May 1992 - April 1999
Job Financial Services Executive
Industry Financial Services
Experience
Oasis Financial Services   October 2014 - Present
New York Life Insurance Company  December 2010 - September 2014
Genworth Financial  July 2006 - December 2010
MetLife  April 1999 - April 2006
American Express Financial Advisors   May 1992 - April 1999

Skills
Long Term Care, Financial Planning, Annuities, Disability Insurance, Annuity, Direct Recruiting, Development Of People, Sales Management, Term Life Insurance, Investments, Asset Management, Asset Protection, College Savings Plans, Retirement Planning, Estate Planning, Estate Tax Planning, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Tax Law, Public Speaking, Digital Marketing, Retirement, Long Term Care Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Leadership, Recruiting, Health Insurance, Wealth Accumulation, IRAs, People Development, Financial Planners, Sales, Business Planning, Securities, Series 63, Life Insurance, Series 6, 401k, Finance

Education
Babson College   1988 — 1992
B.S., Marketing

Jim Kissler Jim Kissler Phoenix, Arizona Area Details
Jim Kissler's American Express Financial Advisors Experience March 2003 - August 2005
Job Analytic Infrastructure Professional
Industry Financial Services
Experience
Wells Fargo Dealer Services  September 2013 - Present
American Express  August 2007 - August 2013
American Express  August 2005 - August 2007
American Express Financial Advisors   March 2003 - August 2005
American Express  October 1999 - March 2003
American Express  March 1997 - October 1999
American Express  July 1995 - March 1997
American Express  September 1989 - July 1995
American Express  April 1984 - September 1989
American Express  January 1981 - April 1984

Skills
Vendor Management, Analytics, Business Process..., MIS, Capacity Planning, Marketing, SAS programming, Industrial Engineering, Modeling, Credit Card Fraud, Data Analysis, Project Portfolio..., Business Analysis, Portfolio Management, Data Warehousing, Business Intelligence, Enterprise Architecture, IT Strategy, Risk Management, Process Improvement, PMP, Project Management, Outsourcing, SAS, Data Center, PMO, SDLC, Cross-functional Team..., Management, Enterprise Software, Credit Cards, Governance, Service Delivery, Software Development, Financial Services, Performance Engineering, Leadership, SharePoint, Team Management, CRM, Banking, Resource Management, Business Process...

Education
Arizona State University, W. P. Carey School of Business   1976 — 1980
Bachelor of Science (B.S.), Quantitative Business Analysis, 3.83/4.00

James Michael Moyer,CRPC®, AIF®, AAMS® James Michael Moyer,CRPC®, AIF®, AAMS® Birmingham, Alabama Area Details
James Michael Moyer,CRPC®, AIF®, AAMS®'s American Express Financial Advisors Experience March 2005 - January 2007
Job Associate Vice President, Investments
Industry Financial Services
Experience
Raymond James  April 2013 - Present
Morgan Keegan and Company  January 2007 - April 2013
American Express Financial Advisors   March 2005 - January 2007

Education
Auburn University   2000 — 2004
Agricultural Business and Economics

Cullman High School   1996 — 2000

Bruce P Weber Bruce P Weber Harrisburg, Pennsylvania Details
Bruce P Weber's American Express Financial Advisors Experience July 2002 - April 2003
Job Director, Budget and Finance; City of Harrisburg, PA
Industry Government Administration
Experience
City of Harrisburg, PA  January 2014 - Present
Harrisburg (PA) City Council   December 2012 - January 2014
Commonwealth of Pennsylvania  July 2010 - January 2014
BPW Consulting   January 2009 - January 2014
TEAM Financial Managers   May 2003 - December 2008
American Express Financial Advisors   July 2002 - April 2003
MBA Enterprise Corps  June 2000 - December 2001

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Analysis, Budgets, Management Consulting, Entrepreneurship, Business Strategy, Risk Management, Leadership, Data Analysis, Financial Reporting, Cross-functional Team..., Business Planning, Finance, Financial Planning, Marketing Strategy, Nonprofits, Public Speaking, Research, Start-ups, Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2000
MBA, Entrepreneurship

Washington University in St. Louis   1988 — 1992
BA, Government

Jessica Macas Jessica Macas Opa Locka, Florida Details
Jessica Macas's American Express Financial Advisors Experience May 2004 - December 2004
Job My objective is to To bring to your organization, dedication, responsibility, and good work ethic.
Industry Hospital & Health Care
Experience
Active Job Seeker  July 2012 - Present
Envoy Health   February 2008 - July 2012
Nations Diabetic Services   January 2005 - February 2008
American Express Financial Advisors   May 2004 - December 2004

Skills
WPM 50, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, iConect, Data Entry, Internet

Education
Ashworth College   2010 — 2012
Associate of Science (A.S.), Early Childhood Education and Teaching

Sheridan Technical College   2004 — 2005
Certificate, Information Technology

Nichole Crawford Nichole Crawford Rochester, Minnesota Area Details
Nichole Crawford's American Express Financial Advisors Experience September 1997 - April 2003
Job Advanced Life Manager & Counsel at Federated Insurance
Industry Insurance
Experience
Federated Insurance  August 2010 - Present
National Life Group  October 2005 - July 2010
Wells Fargo Bank  2004 - September 2005
American Express Financial Advisors   September 1997 - April 2003

Skills
Estate Planning, Business Succession, Life Insurance, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Employee Benefits, ChFC, CLU, Taxation, Term Life Insurance, Sales, Wealth Management

Education
University of Denver - Sturm College of Law   1994 — 1995
LL.M, Taxation

Arizona State University College of Law   1991 — 1994
JD, Law

University of Minnesota-Twin Cities   1987 — 1991
BA, Sociology

Vicki Tumulty Vicki Tumulty Dallas/Fort Worth Area Details
Vicki Tumulty's American Express Financial Advisors Experience 1999 - 2000
Job Sales Support Management
Industry Education Management
Experience
Istation  2012 - 2014
Houghton Mifflin Harcourt Publishing Company  2006 - 2012
Macmillan/McGraw-Hill  2004 - 2006
The Dallas Arboretum & Botanic Garden  2001 - 2004
American Express Financial Advisors   1999 - 2000
Harcourt School Publishers  1988 - 1999

Skills
Academic Publishing, Strategic Planning, Publishing, Staff Development, Leadership, Strategy, Public Speaking, Sales, Strategic Partnerships, E-Learning, Salesforce.com, Project Management, Team Building, Online Publishing, Training, Educational Technology, Ebooks, Sales Presentations, Editing, Team Leadership, Content Strategy, Content Development, Textbooks, Social Media, Instructional Design, Sales Operations, Email Marketing, Content Management, Management, Lead Generation, Social Media Marketing, Coaching, Sales Process, Marketing, Marketing Strategy, Program Management, Marketing Communications

Education
Amberton University
Bachelor's Degree, Human Relations and Business

Brad Nguyen Brad Nguyen Houston, Texas Area Details
Brad Nguyen's American Express Financial Advisors Experience May 2004 - August 2004
Job Accounting Manager at Quintana Infrastructure & Development, LLC
Industry Oil & Energy
Experience
Quintana Infrastructure & Development, LLC   April 2013 - Present
Vitol  July 2010 - March 2013
BP  October 2007 - June 2010
BP  May 2006 - October 2007
Foley's Department Stores  July 2005 - May 2006
American Express Financial Advisors   May 2004 - August 2004

Skills
Accounting, SAP, Financial Reporting, Risk Management, Financial Analysis, Analysis, Finance, Due Diligence, Budgets, Financial Modeling, Variance Analysis, Account Reconciliation, Internal Audit, ERP, Valuation

Education
University of Houston, C.T. Bauer College of Business   2006 — 2009
MBA, Energy Finance, Energy Investment Analysis, International Project Finance, Mergers & Acquisitions

University of Houston, C.T. Bauer College of Business   2003 — 2005
BBA, Finance

Austin Community College   2001 — 2003
Core Courses

Danielle LaRose Danielle LaRose Greater San Diego Area Details
Danielle LaRose's American Express Financial Advisors Experience March 1998 - March 2001
Job Regional Development Manager West Region at Colonial Life
Industry Insurance
Experience
Colonial Life  March 2006 - Present
Foresters  March 2001 - December 2005
American Express Financial Advisors   March 1998 - March 2001

Education
Arizona State University   1992 — 1996

Rodger McKeon Rodger McKeon Spokane, Washington Area Details
Rodger McKeon's American Express Financial Advisors Experience 1998 - 2001
Job Desktop Technician II at Denali Advanced Integration
Industry Electrical/Electronic Manufacturing
Experience
Denali Advanced Integration  October 2012 - Present
General Dynamics Itronix  September 2004 - April 2009
Charles Schwab  2002 - 2003
American Express Financial Advisors   1998 - 2001
The Computer Guy  1996 - 1998

Skills
Sales, Customer Service, Troubleshooting, Change Management, Project Management, Management, Training, Network+ Certified, Security+, CompTIA A+ Certification, Testing, Technical Writing, Software Documentation, Process Improvement, Windows, Microsoft Office, Networking, Wireless, Siebel, Microsoft Excel, Network+, Microsoft Word, Quality Assurance, Product Development, Access, Hardware

Education
Illinois State University
BS, Psychology

Interface College-Spokane

David Levine, CFP ChFC CLU CIMA CPWA David Levine, CFP ChFC CLU CIMA CPWA Greater New York City Area Details
David Levine, CFP ChFC CLU CIMA CPWA's American Express Financial Advisors Experience 1991 - May 2007
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2013 - Present
UBS Financial Services Inc.  April 2007 - December 2012
American Express Financial Advisors   1991 - May 2007

Education
Albertus Magnus College   1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General

Christopher E. Harrison Christopher E. Harrison Greater Minneapolis-St. Paul Area Details
Christopher E. Harrison's American Express Financial Advisors Experience January 1991 - November 1995
Job Visual Artist at Harrison Art Studio
Industry Design
Experience
Minnesota Spokesman - Recorder Newspaper   October 2004 - Present
Harrison Art Studio   August 1996 - Present
Pillsbury House Theater   2015 - 2015
Pillsbury House Theater   2015 - 2015
Best Buy  December 1997 - October 2002
BBDO Minneapolis  November 1996 - September 1997
Architectural Alliance  February 1996 - August 1996
American Express Financial Advisors   January 1991 - November 1995

Skills
Adobe Creative Suite, Photo Art Direction, Art Direction, Graphic Design, Digital Illustration, Vector Illustration, Web Design, HTML, Illustration, Photography, InDesign, Illustrator, Advertising, Graphics, Dreamweaver, Art, Layout, Mac, Photoshop, Storyboarding, Creative Direction, Magazines, Branding

Education
Academy of Art University   2007 — 2010
MFA, Fine Art Painting and Drawing

Brainco-Minneapolis School of Advertising   1996 — 1998
Certificate of Completion, Art Direction

Columbus College of Art & Design   1983 — 1987
Bachelor's Degree, Retail Advertising

Heidi Schmidt Heidi Schmidt Dallas/Fort Worth Area Details
Heidi Schmidt's American Express Financial Advisors Experience August 1999 - September 2001
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  2004 - Present
Edward Jones  September 2001 - December 2002
American Express Financial Advisors   August 1999 - September 2001

Education
Austin College   1993 — 1997
Bachelor of Arts, Psychology, Business Administration

Frank Oprandy Frank Oprandy Auburn, Alabama Area Details
Frank Oprandy's American Express Financial Advisors Experience 1996 - 1999
Job Director, Graduate Career Services at Auburn University
Industry Higher Education
Experience
Raymond J. Harbert College of Business at Auburn University   March 2010 - Present
Lanier Health Services  March 2008 - February 2010
East Alabama Medical Center  April 2004 - April 2008
TSYS  April 2002 - April 2003
GE  March 1998 - April 2002
American Express Financial Advisors   1996 - 1999
Columbia Regional Medical Center - HCA   April 1995 - April 1996
US Army  May 1989 - April 1994

Skills
Six Sigma, Process Management, Process Improvement, Business Process..., Change Management, Leadership, Strategic Planning, Operations Management, Performance Improvement, Process Engineering, Team Building, Management Consulting, Training, Leadership Development, Project Management, Management, Strategy, Military, Cross-functional Team..., Team Leadership, Business Analysis, Organizational..., Analysis, Program Management, Performance Management, Risk Management, Data Analysis, Mergers & Acquisitions, Finance, Project Planning, Financial Analysis, Business Strategy, Coaching, Budgets, Executive Management, Vendor Management, Public Speaking, Business Process, Start-ups, Forecasting, Human Resources, Managerial Finance, Business Development, Business Intelligence, Business Planning, Consulting, Analytics, CRM, Outsourcing, Business Transformation

Education
Auburn University   2000 — 2002
MBA, Technology Management

United States Military Academy at West Point   1985 — 1989
BS, Economics

Elizabeth (Liz) Mace Elizabeth (Liz) Mace Bellevue, Washington Details
Elizabeth (Liz) Mace's American Express Financial Advisors Experience 2002 - 2004
Job Director, Online and Social Media Strategy at Volunteers of America
Industry Online Media
Experience
Volunteers of America  July 2008 - Present
Ride Away   2006 - 2008
Jefferson Pilot Financial  May 2004 - February 2006
American Express Financial Advisors   2002 - 2004

Skills
Social Media Marketing, Social Media, Social Networking, Budgets, Nonprofits, Marketing, Strategy, Editing, Newsletters, Fundraising, SEM, Email Marketing, Public Relations, Marketing Communications, Online Marketing, Strategic Communications, Press Releases, CMS, Management

Education
Albion College   1993 — 1997
B.A., Political Science

Brad Blanton Brad Blanton Tampa/St. Petersburg, Florida Area Details
Brad Blanton's American Express Financial Advisors Experience June 2004 - December 2004
Job Senior Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  May 2010 - Present
RiverSource Distributors  December 2005 - April 2010
Integrity Funds Distributor   December 2004 - December 2005
American Express Financial Advisors   June 2004 - December 2004
Eagle Asset Management  December 1998 - June 2004
Heritage Asset Management  October 1993 - January 1998
Eagle Asset Management  June 1991 - October 1993

Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management

Education
Auburn University   1989 — 1993
Bachelor of Science in Business Administration, Finance

Ericka A Henderson, MBA Ericka A Henderson, MBA Columbus, Ohio Area Details
Ericka A Henderson, MBA's American Express Financial Advisors Experience 2000 - 2001
Job Investment Operations Manager at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  March 2011 - Present
Citigroup  September 2008 - December 2009
Citigroup  December 2006 - September 2008
Northwestern Mutual Financial Network  October 2003 - December 2006
Bank One Corporation  2002 - 2003
Bank One Corporation  2001 - 2002
American Express Financial Advisors   2000 - 2001

Skills
Securities, Banking, Microsoft Excel, Financial Statements, Outlook, Customer Service, Financial Accounting, Microsoft Office, Operations Management, Budgets, PowerPoint, Spreadsheets, Customer Satisfaction, Leadership, Research, Investments, Fixed Income, Analysis, Finance, Accounting, Mutual Funds, Insurance, Financial Services, Series 7, Portfolio Management, Process Improvement, Management, Asset Allocation, Risk Management, Fixed Annuities, Strategic Financial..., Financial Analysis, Fund Accounting, Hedge Funds, Financial Planning, Strategic Planning, Asset Management, Financial Risk, Equities, Team Building

Education
Ashland University   2001 — 2004
Masters of Business Administration, Business

Ashland University   1994 — 1998
Bachelor of Science, Sports Communication and Radio Television

Columbus State Community College
Accounting

Chuck Gross Chuck Gross Greater New York City Area Details
Chuck Gross's American Express Financial Advisors Experience 1998 - 2000
Job New "Unbundled" CRE Mortgage Broker Services
Industry Real Estate
Experience
C.Gross & Associates in Collaboration With A Top 10 Mortgage Broker   June 2011 - Present
PCS  2015 - 2015
Pharmscript, LLC  May 2006 - May 2011
New York Life Insurance Company  2000 - 2006
American Express Financial Advisors   1998 - 2000

Skills
Marketing, Leadership, Sales, Sales Management, Lead Generation, Direct Marketing, Online Marketing, Online Lead Generation, Customer Retention, Microsoft Office, Customer Service, Small Business, Marketing Strategy, Advertising, Social Networking, Web Marketing, Online Advertising, Marketing Communications, Social Media Marketing, Strategic Planning, Sales Process, New Business Development, Entrepreneurship, SEO, Strategic Partnerships, Presentation Coaching, Negotiation, Market Research, Prospecting Skills, Written & Oral..., Closing Abilities, Network Marketing..., Insurance, Internet Lead Generation, Internet Recruiting, Internet Marketing, Direct Selling Coach, Employee Training, Management, Team Building

Education
The American College   1995 — 2000
Chartered Financial Consultant, Financial Planning and Services

Adelphi University   1980 — 1981
Bachelor of Science (BS), Social Sciences

Charlotte Woods, MBA Charlotte Woods, MBA United States Details
Charlotte Woods, MBA's American Express Financial Advisors Experience August 1986 - August 1996
Job HR Business Leader
Industry Human Resources
Experience
CenturyLink  March 2015 - Present
C. Woods Consulting   September 2012 - February 2015
Invensys  July 2009 - August 2012
UnitedHealth Group  August 2006 - July 2009
UnitedHealth Group  March 2000 - August 2006
Loring Nicollet-Bethlehem Community Centers, Inc.   August 1997 - March 2000
Professional Alternatives  August 1996 - August 1997
American Express Financial Advisors   August 1986 - August 1996

Skills
Talent Management, Change Management, Employee Engagement, Organizational..., Talent Acquisition, Succession Planning, Human Resources, Personnel Management, Coaching, Recruiting, Benefits Administration, Strategic HR, Strategic Planning, Workforce Planning, Training, Leadership, Strategy, Performance Appraisal, Applicant Tracking..., Employee Relations, New Hire Orientations, HRIS, Mergers & Acquisitions, Onboarding, Deferred Compensation, Performance Management, Sourcing, Management, Employment Law, HR Policies, FMLA, Organizational Design, Organizational..., College Recruiting, Employee Benefits, Compensation & Benefit, HR Consulting, Employer Branding, HR Transformation, Labor Relations, Executive Coaching, Technical Recruiting, Temporary Placement

Education
University of St. Thomas - Opus College of Business   1996 — 1999
MBA, Business Administration

Augsburg College   1991 — 1994
BA, Communications

Rino Scotto Di Cesare Rino Scotto Di Cesare Allentown, Pennsylvania Area Details
Rino Scotto Di Cesare's American Express Financial Advisors Experience 2000 - 2001
Job Vice President at The Bank of NY Mellon
Industry Financial Services
Experience
Bank of New York Mellon  2003 - Present
Bloomberg  2000 - 2003
American Express Financial Advisors   2000 - 2001

Skills
Hedge Funds, Derivatives, Bloomberg, Valuation, Asset Management, Asset Managment, Financial Reporting, Fund Administration, Trading, Mutual Funds, Securities, Bonds, Fixed Income, Equities, Finance, FX Options

Education
Villanova University   2013 — 2015
Six Sigma

Baker College Center for Graduate Studies   2006 — 2008
MBA, Finance

Elizabethtown College   1995 — 1999
Bachelor of Science (BS), International Business

Nicolee Ambrose Nicolee Ambrose Washington D.C. Metro Area Details
Nicolee Ambrose's American Express Financial Advisors Experience 1999 - 2002
Job Government relations & management professional
Industry Government Relations
Experience
The Ambrose Group, LLC   June 2014 - Present
eFedSystems Corporation  October 2010 - June 2015
U.S. Commission on Civil Rights   December 2010 - December 2012
HR Policy Association  December 2008 - October 2009
U.S. Department of Labor   2002 - December 2008
YRNF, Inc.   July 2005 - July 2007
American Council of Young Political Leaders  July 2005 - July 2007
Baltimore City Commission for Historical and Architectural Preservation   December 2000 - 2005
American Express Financial Advisors   1999 - 2002

Skills
Legislative Relations, Government, Politics, Legislation, Public Policy, Coalitions, Grassroots Organizing, Political Campaigns, Political Consulting, Policy Analysis, Public Affairs, Federal Government, Legislative Research, Political Communication, Leadership, Strategic Communications, State Government, Policy, Fundraising, Political Science, Public Speaking, Foreign Policy, Legislative Affairs, Constituent Services, Speech Writing, Governmental Affairs, Nonprofits, International Relations, Economic Development, Media Relations, Message Development, Public Relations, Community Outreach, Crisis Communications, Crisis Management, Community Development, Lobbying, Administrative Law, Congress, Congressional Affairs, Spokesperson, National Security, Homeland Security, Elections, Coalition Development, Non-profits, Public Administration, State Politics, Building Coalitions, Grassroots

Education
Arizona State University
MM

The Johns Hopkins University
BA, International Relations

The Peabody Conservatory of Music
BM

Michelle Ingersoll Michelle Ingersoll Greater Minneapolis-St. Paul Area Details
Michelle Ingersoll's American Express Financial Advisors Experience June 1996 - May 2000
Job Senior Director, Project Portfolio Management at Allianz Life
Industry Financial Services
Experience
Allianz Life  July 2012 - Present
Allianz Life  December 2008 - January 2013
Thrivent Financial  January 2008 - November 2008
Ameriprise Financial Services, Inc.   May 2000 - July 2006
American Express Financial Advisors   June 1996 - May 2000

Education
Augsburg College   1984 — 1987
Bachelor of Arts (BA), Business/Accounting

David Buller David Buller Greater Minneapolis-St. Paul Area Details
David Buller's American Express Financial Advisors Experience 2001 - 2006
Job Contract Administrator at Department of Defense
Industry Education Management
Experience
Department of Defense  2012 - Present
Northwestern College  2006 - 2013
Minnesota Heat   2009 - 2011
NWC  2006 - 2011
University of St Thomas  September 2000 - 2011
USA Energy   2003 - 2007
American Express Financial Advisors   2001 - 2006
Association for Corporate Growth  2001 - 2004
Strategic Leadership Forum   1991 - 2003
Northern States Power  1984 - 2000

Skills
Analysis, Finance, Public Speaking, Leadership, Higher Education, Event Planning, Nonprofits, Social Media, Leadership Development, Student Affairs, Teaching, Volunteer Management, Microsoft Office, PowerPoint, Access

Education
Northwestern College   2006 — 2012
Professor, Economics, Business, Strategy, Management

University of St. Thomas - Opus College of Business   2001 — 2007
Finance, Economics

University of Minnesota - Carlson School of Management   1987 — 1988
MBA, Management

University of Minnesota-Twin Cities   1974 — 1978
Ph.D., Economcis

University of Minnesota - Carlson School of Management   1974 — 1975
Masters, Public Finance

Augustana University (SD)   1970 — 1974
B.A., Economics

Todd Yeiter Todd Yeiter Greater Minneapolis-St. Paul Area Details
Todd Yeiter's American Express Financial Advisors Experience April 1992 - February 1996
Job Director, Sales Strategy and Alignment
Industry Financial Services
Experience
Thrivent Financial  January 2015 - Present
Thrivent Financial for Lutherans  September 2002 - December 2014
American Express Financial Advisors/Ameriprise Financial   1996 - 2002
American Express Financial Advisors   April 1992 - February 1996
MetLife  June 1991 - April 1992

Skills
Series 24, Series 7, series 66, Life Insurance, Retirement Planning, Fixed Annuities, Sales, Mutual Funds, Insurance, Retirement, Change Management, Variable Annuities, Long-term Care, Disability Insurance, Investments, Financial Services, Financial Planning, Leadership, Finance, IRAs, Financial Advisory, Asset Allocation, Investment Strategies, Estate Planning, Long Term Care Insurance, FINRA, Team Building

Education
Augsburg College   2006 — 2008
Master of Business Administration, MBA

Winona State University   1986 — 1991
Bachelor's degree, Finance, General

David A. Auerbach, CRPC® David A. Auerbach, CRPC® Greater Minneapolis-St. Paul Area Details
David A. Auerbach, CRPC®'s American Express Financial Advisors Experience October 1999 - July 2004
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1990 - Present
American Express Financial Advisors   October 1999 - July 2004
American Express Financial Advisors   1995 - 1999
IDS Financial Services  1990 - 1994

Education
American University - Kogod School of Business   1986 — 1990
BSBA, Finance

Meggan Shenefield Meggan Shenefield East Greenwich, Rhode Island Details
Meggan Shenefield's American Express Financial Advisors Experience 1997 - 1999
Job Volunteer
Industry Fund-Raising
Experience
RE/MAX  May 1999 - May 2009
American Express Financial Advisors   1997 - 1999

Skills
First Time Home Buyers, Foreclosures, Real Estate, Real Estate Transactions, Investments, Relocation, Buyer Representation, Sellers, Listings, Marketing, Referrals, Single Family Homes, Condos, Investment Properties

Education
Arizona State University   1992 — 1996
BS Business Administration, Marketing

Arizona State University, W. P. Carey School of Business   1992 — 1996
Bachelor of Science, Marketing

Richmond, The American International University in London   1995 — 1995

Rochester Adams High School   1988 — 1992

Craig Aasen Craig Aasen Greater Minneapolis-St. Paul Area Details
Craig Aasen's American Express Financial Advisors Experience 1999 - 2006
Job Developer at IBM
Industry Computer Software
Experience
IBM  December 1999 - Present
American Express Financial Advisors   1999 - 2006

Skills
Java Enterprise Edition, Websphere, Java, DB2, Unix, XML, Linux, SQL, JavaScript, IT Service Management, ITIL, Project Management, Strategic Planning, Cloud Computing, Enterprise Architecture, Leadership, Team Leadership, IT Strategy

Education
Ridgewater College   2009 — 2010
Diploma

Anoka Ramsey Community College   2000 — 2004

Valerie V. Mouser Valerie V. Mouser Portland, Oregon Area Details
Valerie V. Mouser's American Express Financial Advisors Experience April 2000 - June 2001
Job Owner at V V LaRue Designs
Industry Financial Services
Experience
V V LaRue Designs   January 2009 - Present
Sage Payment Solutions  2005 - Present
AtHome America  January 2001 - February 2005
Lilac's are Forever   April 2001 - December 2003
American Express Financial Advisors   April 2000 - June 2001
SmithKline Beecham Clinical Labs  December 1990 - April 1999

Skills
Customer Service, Training, Sales Management, Sales, Analysis, Team Leadership, Management, Sales Process, New Business Development, Account Management, Business Development, Credit

Education
American River College
Business AA

California State University

Washington State University
Business Finance

Roxanne Melvin Roxanne Melvin Washington, District Of Columbia Details
Roxanne Melvin's American Express Financial Advisors Experience July 2003 - March 2005
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC  January 2015 - Present
DC Law Students in Court  August 2012 - May 2013
Office of the Attorney General of Maryland  September 2012 - November 2012
Credit Union National Association  May 2011 - July 2011
Fifth Third Bank  March 2005 - July 2010
American Express Financial Advisors   July 2003 - March 2005

Skills
Legal Writing, International Law, Legal Assistance, Legal Research, Westlaw, Litigation, Loans, Banking, Research, Financial Analysis, Policy Analysis

Education
American University, Washington College of Law   2010 — 2013
Law

University of Florida   1998 — 2003

Michel Dawson Michel Dawson Phoenix, Arizona Area Details
Michel Dawson's American Express Financial Advisors Experience January 1998 - December 2002
Job MBA, CFP
Industry Financial Services
Experience
USAA  April 2010 - Present
Rowland Carmichael Advisors   January 2004 - December 2008
BKR Cornwell Jackson & The Gardner Group   January 2003 - December 2003
The Hanover Insurance Group  January 2002 - December 2002
American Express Financial Advisors   January 1998 - December 2002

Skills
Investments, Wealth Management, Strategic Financial..., Sales, Finance, Leadership, Management, Strategy, Retirement Planning, Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 7, Networking, Risk Management, Customer Service

Education
Arizona State University   2010 — 2012
Master of Business Administration (M.B.A.)

Texas A&M University   1994 — 1998
BBA

Brian Osborne, MBA, RSCC Brian Osborne, MBA, RSCC Columbus, Ohio Area Details
Brian Osborne, MBA, RSCC's American Express Financial Advisors Experience June 1996 - March 1998
Job Data Governance Specialist at Worthington Cylinders
Industry Consumer Goods
Experience
Worthington Cylinders  June 2013 - Present
Worthington Cylinders  July 2005 - Present
Green Lawn Abbey Preservation Association   September 2008 - Present
Union Tools  July 2000 - July 2005
Linc, Logistics Insights Corporation   March 1998 - July 2000
American Express Financial Advisors   June 1996 - March 1998
Huntington University  May 1993 - June 1996

Skills
Wal-Mart, Retail, Analysis, Supply Chain, E-commerce, Non-profits, Forecasting, Cross-functional Team..., Strategic Planning, Inventory Management, Team Building, Process Improvement, Leadership, Marketing Strategy, Management, Sales Management, Project Management, Marketing, Pricing, Project Planning

Education
Franklin University   2007 — 2008
MBA, Business

Anderson University   1989 — 1993
BA, Business, Music

Purvi Sittner Purvi Sittner Colorado Springs, Colorado Area Details
Purvi Sittner's American Express Financial Advisors Experience October 2002 - March 2003
Job General Manager at Attorney Marketing Services
Industry Accounting
Experience
Attorney Marketing Services   June 2012 - Present
Christian Broadcasting Network  August 2005 - October 2006
Noland Company  April 2005 - August 2005
Newport News Holdings Corporation   August 2003 - April 2005
American Express Financial Advisors   October 2002 - March 2003
Denver Rescue Mission  September 2000 - August 2001
First Horizon Merchant Services  November 1998 - September 2000

Skills
Accounting, Microsoft Office, Microsoft Excel, Budgets, Financial Analysis, Financial Reporting, Management, Microsoft Word, Auditing, Financial Statements, Account Reconciliation, Forecasting, Internal Controls, Finance, Tax, Payroll, Sarbanes-Oxley Act

Education
University of Colorado Denver   2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General

Auburn University   1993 — 1998
Bachelor of Science (B.S.), Accounting and Finance

David Buller David Buller Greater Minneapolis-St. Paul Area Details
David Buller's American Express Financial Advisors Experience 2001 - 2006
Job Professor at Northwestern College
Industry Education Management
Experience
Northwestern College  April 2006 - Present
University of St. Thomas  2001 - Present
Ameriprise  2001 - 2006
American Express Financial Advisors   2001 - 2006
Management Strategies  2000 - 2001
Northern States Power  1984 - 2000
Minnesota Energy Agency   1977 - 1984

Education
University of Minnesota - Carlson School of Management   1987 — 1988
MBA, Management

Pacific Columbia University   1984 — 1985
Ph.D., Economics

University of Minnesota - Carlson School of Management   1974 — 1977
Ph.D. Candidate, Economics

University of Minnesota - Carlson School of Management   1974 — 1975
M.A., Public Finance

Augustana University (SD)   1970 — 1974
BA, Economics

Nathaniel (Nate) Drysdale, M. Ed., PMP Nathaniel (Nate) Drysdale, M. Ed., PMP Greater Atlanta Area Details
Nathaniel (Nate) Drysdale, M. Ed., PMP's American Express Financial Advisors Experience January 2004 - November 2004
Job Payroll Manager, Managed Services at Ultimate Software
Industry Information Technology and Services
Experience
Ultimate Software  January 2014 - Present
ADP  January 2013 - January 2014
ADP  June 2010 - January 2013
ADP  January 2010 - December 2012
ADP  2010 - December 2011
ADP  March 2007 - January 2010
Spherion  October 2004 - March 2007
American Express Financial Advisors   January 2004 - November 2004
Kemper Insurance  January 2003 - May 2004

Skills
Program Management, Program Development, Strategic Planning, Benefits, HRIS, Payroll, Microsoft Office, Process Improvement, Mentoring, PeopleSoft, Coaching, Change Management, Visio, Organizational..., Team Building, Business Analysis, Customer Relations, Compliance, Customer Experience, Social Media, Large-scale Projects, Series 7, PMP, Service Delivery, Website Development, Web Project Management, Web Design, SharePoint, SharePoint Designer, Public Speaking, Educational Technology, Diversity & Inclusion, ADP Payroll, Applicant Tracking..., Benefits Administration, Business Process..., CRM, Customer Service, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, Human Resources, Leadership, Management, Operations Management, Personnel Management, Performance Management, Project Management, Recruiting

Education
JTS   2006 — 2011
Doctorate - In process

Argosy University Atlanta   2009 — 2010

Keller Graduate School of Management of DeVry University   2007 — 2008
Certifcate

American InterContinental University   1996 — 2004
Master

American InterContinental University   1998 — 2003
Bachelor

Morehouse College   1996 — 1997

Ely High   1992 — 1996

K. Sean Green K. Sean Green Washington D.C. Metro Area Details
K. Sean Green's American Express Financial Advisors Experience August 1996 - March 1997
Job Sr. Manager Call Center Operations at Hughes Network Systems
Industry Internet
Experience
Hughes Network Systems  October 2000 - Present
Sitel  October 1999 - October 2000
Rainbow Homes   March 1997 - October 1999
American Express Financial Advisors   August 1996 - March 1997
Wal-Mart  January 1991 - October 1996

Skills
Call Center, Technical Support, Workforce Management, Contact Centers, IVR, Call Centers, Customer Service, Operations Management, Management, Avaya, Service Delivery, Training, Process Improvement, CRM, Quality Assurance, Performance Management, Team Leadership

Education
Georgia College and State University   1988 — 1995
BBA Business Administration, Marketing

Auburn University   1986 — 1988
AeroSpace Engineering

Temitayo Olasimbo Temitayo Olasimbo Greater Minneapolis-St. Paul Area Details
Temitayo Olasimbo's American Express Financial Advisors Experience August 1999 - December 2000
Job Analyst
Industry Utilities
Experience
(Ceridian Dayforce)   May 2013 - Present
Freelance/Event Planning, Marketing   May 2012 - May 2013
Wipfli LLP  June 2011 - May 2012
GG Innovations   May 2009 - August 2011
WESCO Distribution, Inc  March 2005 - March 2009
Health Start Clinic   December 2003 - September 2004
National Marrow Donor Program  January 2001 - October 2003
American Express Financial Advisors   August 1999 - December 2000

Skills
Non-profits, Project Management, Marketing, Human Resources, Management, Event Planning, Nonprofits, Training, Budgets, Project Planning, Market Research, Leadership, Leadership Development, Strategy, Strategic Planning

Education
Augsburg College   1994 — 1998
B.A, Business Administration- Marketing Minor- Political Science

Southwest Minnesota State University   1993 — 1994

Steve Wolff Steve Wolff Indianapolis, Indiana Area Details
Steve Wolff's American Express Financial Advisors Experience May 2001 - August 2002
Job Deputy Director, Code Enforcement City of Indianapolis
Industry Government Administration
Experience
City of Indianapolis  July 2013 - Present
Develop Indy  January 2013 - July 2013
Joel Phelps for Congress   July 2012 - November 2012
Friends of Dick Lugar  March 2011 - May 2012
Shiel Sexton  October 2009 - March 2011
Indiana Economic Development Corporation  November 2007 - October 2009
John McCain 2008  2008 - 2008
National Federation of Independent Business  March 2005 - November 2007
Barnes & Thornburg LLP  2003 - 2005
American Express Financial Advisors   May 2001 - August 2002

Skills
Public Policy, Public Relations, Government Relations, Government, Policy, Non-profits, Public Speaking, Politics, Research, Strategic Planning, Microsoft Office, Policy Analysis, Fundraising, Grassroots Organizing, Legislative Relations, Nonprofits, Community Outreach, Political Science, Economic Development, Legislation, Lobbying, Political Campaigns, Volunteer Management, Leadership, Strategic Communications, Grant Writing, Local Government, Campaigns, Public Affairs, Political Consulting, Community Development, State Government, International Relations, Speech Writing, Coalitions, Political Communication, Grants, Governmental Affairs, Crisis Communications, Legislative Affairs, Community Engagement, Legislative Research, Legal Writing, Administrative Law, Workforce Development, Program Development, Community Organizing, Social Media, Legal Research, Federal Government

Education
Ball State University - College of Business   2002 — 2004
Bachelor of Science (BS), Political Science and Government

Indiana University South Bend   1999 — 2002

Thomas D. Cline Thomas D. Cline Wilmington, North Carolina Area Details
Thomas D. Cline's American Express Financial Advisors Experience September 2000 - September 2001
Job Area President, Senior VP at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2001 - Present
American Express Financial Advisors   September 2000 - September 2001

Skills
Banking, Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Lines Of Credit, Credit Analysis, Commercial Lending, Mortgage Lending, Retail Banking, Sales, Coaching, Management, Loan Origination, Relationship Management, Cross Selling, Series 7, Investments, Retirement Planning

Education
ABA Stonier Graduate School of Banking   2013 — 2015
Certificate

East Carolina University   1990 — 1995
Bachelor of Science (B.S.), Elementary Education and Teaching

Kubasaki   1988 — 1990

West Carteret HS   1986 — 1988

Duane Foss Duane Foss Greater Minneapolis-St. Paul Area Details
Duane Foss's American Express Financial Advisors Experience 1990 - 1995
Job Senior System Engineer at Avaya
Industry Computer Networking
Experience
Avaya  January 2010 - Present
Nortel  1999 - April 2010
American Express  1998 - 1999
BayNetworks  1997 - 1998
American Express Financial Advisors   1990 - 1995
IDS Financial Services  1973 - 1995

Skills
VoIP, Networking, Network Design, Telecommunications, Integration, IP, SIP, Unified Communications, Routers, LAN-WAN, Wireless, Ethernet, Cloud Computing, Sales Engineering, Contact Centers, Avaya, Solution Selling, TCP/IP, Data Center, MPLS, Cisco Technologies, QoS, Telephony, Virtualization, Pre-sales, Switches, Routing, Managed Services, WAN, Network Architecture

Education
Augsburg College   1969 — 1973
BA, Business Adm - Finance, Business-Adm-Acctg

Adam Lukens Adam Lukens Greater Minneapolis-St. Paul Area Details
Adam Lukens's American Express Financial Advisors Experience 2001 - 2003
Job Sales Director Ameriprise Advisor Center
Industry Financial Services
Experience
Ameriprise Financial  December 2008 - Present
Ameriprise Financial Services, Inc.   2003 - 2008
American Express Financial Advisors   2001 - 2003

Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Estate Planning, Series 63, Series 65, Series 24, Series 6, Talent Management, Coaching, Sales Management, Recruiting, Strategic Financial..., Talent Acquisition, Sales, Financial Advisory, Finance, Financial Services, Leadership, Retirement, Insurance, Wealth Management, Strategy, Investments, Management, Life Insurance

Education
Arizona State University   1998 — 2002
Bachelor of Interdisciplinary Studies, Business & Communications

University of St. Thomas   1997 — 1998

Minnetonka High School   1994 — 1997

Mark Ladwig Mark Ladwig Greater Minneapolis-St. Paul Area Details
Mark Ladwig's American Express Financial Advisors Experience 1994 - 1996
Job Vice President, Communications at SFM Companies
Industry Insurance
Experience
SFM Mutual Insurance Company  1996 - Present
American Express Financial Advisors   1994 - 1996
Minnesota /Department of Commerce  1991 - 1994
Minnesota House of Representatives  1986 - 1991

Education
Augsburg College
BA, English

Bill Cantrell Bill Cantrell Phoenix, Arizona Area Details
Bill Cantrell's American Express Financial Advisors Experience November 1989 - June 1999
Job Principal at OnPoint Financial Strategies LLC
Industry Financial Services
Experience
OnPoint Financial Strategies LLC   August 2010 - Present
WillIam H Cantrell   January 2010 - October 2011
Home Instead Senior Care  May 2006 - December 2009
CBIZ  January 2004 - March 2007
Hantz Financial  June 1999 - January 2004
American Express Financial Advisors   November 1989 - June 1999
National City Bank  June 1972 - November 1987

Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance

Education
Heidelberg University   1999 — 1999
ACCOUNTING

American University   1970 — 1972
MBA FINANCE STUDY

Purdue University   1964 — 1969
BSIM, Industrial Economics

Heather Nichols Heather Nichols Greater Seattle Area Details
Heather Nichols's American Express Financial Advisors Experience June 2001 - January 2002
Job Beauty Stylist & Tech Consultant at Zendipity Studios
Industry Health, Wellness and Fitness
Experience
Zendipity Studios   January 2005 - Present
Heather Nichols Hair & Make-up   November 2006 - Present
Webrain ThinkTank   October 2004 - Present
Four Seasons Hualalai   March 2013 - July 2013
Mode Organic Salon   January 2007 - May 2007
Red Salon & Medi Spa   2006 - 2006
Corus Pharma  November 2003 - October 2005
Cell Therapeutics Inc.  November 2002 - November 2003
Immunex Corp.  February 2002 - November 2002
American Express Financial Advisors   June 2001 - January 2002

Skills
Fashion, Lifestyle, Wellness, Holistic Health, Public Speaking, Healing, Wellbeing, Wellness Coaching, Therapeutic Massage, Nutritional Counseling, Stress Management, Meditation, Nutrition, Fitness, Personal Training, Fitness Training, Reiki, Relaxation, Holistic Beauty, Organic Beauty, Multi-Cultural, Beauty Industry, Small Business, Art, Styling, Bodywork, Cosmetics, Yoga, Personal Development, Supplements, Entrepreneurship

Education
University of Minnesota-Twin Cities
Philosophy - Aesthetics

Gary Manuel Aveda Institute   2005 — 2006
Cosmetology with focus on holistic, integrated & auyrevedic health & beauty

Toni & Guy - Paris, France
Advanced Coiffure

WACASH   2008 — 2010
Small Business Management

The Powder Group- Hollywood, Los Angeles   2009 — 2012
Make-Up Artist/Specialist

Mark Toscano Mark Toscano Columbus, Ohio Area Details
Mark Toscano's American Express Financial Advisors Experience December 1996 - June 1999
Job Consultant at General Employment Enterprises
Industry Staffing and Recruiting
Experience
General Employment Enterprises  March 2015 - Present
Harrison College  June 2013 - Present
The Josop Group   November 2004 - June 2013
Bank One  June 1999 - November 2004
Chase  1999 - 2004
Chase  1999 - 2004
American Express Financial Advisors   December 1996 - June 1999

Skills
Recruiting, Interviews, Talent Acquisition, Executive Search, Human Resources, Talent Management, Contract Recruitment, Resume Writing, Employee Relations, Employment Law, Sourcing, Career Counseling, Contract Negotiation, Applicant Tracking..., Change Management, Team Building, Permanent Placement, Onboarding, Temporary Staffing, Staffing Services, College Recruiting, Training, Internet Recruiting, Personnel Management, Screening Resumes, Hiring

Education
Indiana University School of Law—Indianapolis   1986 — 1989
JD

Andrews University   1982 — 1986
BA, History

Darci Gabriel Darci Gabriel Greater Minneapolis-St. Paul Area Details
Darci Gabriel's American Express Financial Advisors Experience 1997 - 1999
Job Senior Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2010 - Present
Ameriprise Financial Services, Inc./Manpower   March 2009 - April 2010
Piper Jaffray & Co.   October 2005 - August 2008
Piper Jaffray & Co.   November 2003 - October 2005
Jeane Thorne Inc.  December 2002 - November 2003
American Express Retirement Services  April 2000 - November 2002
American Express Financial Advisors   1997 - 1999
American Express Financial Advisors   1996 - 1997

Skills
Project Coordination, Outlook, Mac, PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Notary Public

Education
Anoka Ramsey Community College
Psychology/Art History

Darius Twyman Darius Twyman Cleveland/Akron, Ohio Area Details
Darius Twyman's American Express Financial Advisors Experience August 2002 - October 2004
Job Job and family services
Industry Marketing and Advertising
Experience
Cuyahoga jobs and family services   April 2013 - Present
Berea Children’s Home  September 1999 - Present
Berea Children's Home & Family Services   September 1999 - January 2015
Accent Market Design Group   August 2005 - July 2006
American Express Financial Advisors   August 2002 - October 2004

Skills
Non-profits, Mental Health, Psychology, Community Outreach, Event Planning, Public Speaking, Crisis Intervention, Customer Service, Fundraising, Microsoft Office, Mental Health Counseling, Adolescents, Program Development, Group Therapy

Education
Kent State University   2000 — 2003
Masters Degree, Business Administration

Baldwin-Wallace College   1995 — 2000
B.S, Business Administration

Antonio Ziccardi Antonio Ziccardi Austin, Texas Area Details
Antonio Ziccardi's American Express Financial Advisors Experience August 1997 - December 2000
Job Financial Consultant VP at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  January 2000 - Present
American Express Financial Advisors   August 1997 - December 2000
E-Systems  June 1996 - August 1997

Education
Angelo State University   1994 — 1996
B.S., Finance

Jennise Lamb Jennise Lamb Greater Nashville Area Details
Jennise Lamb's American Express Financial Advisors Experience 1999 - 2002
Job Independent Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Isagenix  April 2012 - Present
American Express Financial Advisors   1999 - 2002

Skills
Wellness, Fitness, Personal Training, Nutrition, Fitness Training, Strength Training, Wellness Coaching, Holistic Health, Wellbeing, Nutritional Counseling, Healing, Yoga, Weight Training, Operant Conditioning, Therapeutic Massage, Weight, Lifestyle, Coaching, Lifestyle Coaching, Reiki, Pilates, Home Based Business, Supplements, Nutrition Education, Sports Nutrition

Education
Mesa Community College   2004 — 2005
Nutrition

Sherman Kendalls Academy of Beauty Arts & Sciences   2000 — 2002
Cosmetology and Related Personal Grooming Services

Utah Valley University   1996 — 1999
Sports and Exercise

Brian Heiling Brian Heiling Greater Minneapolis-St. Paul Area Details
Brian Heiling's American Express Financial Advisors Experience August 1996 - April 1998
Job Sr. Database Administrator at AmeriPride Services
Industry Information Technology and Services
Experience
AmeriPride Services  June 2011 - Present
Velocity  October 2000 - July 2011
Graco  April 1998 - October 2000
American Express Financial Advisors   August 1996 - April 1998

Skills
Oracle, Automation, System Monitoring, Solaris, Perl, Linux, AIX, Databases, Apache, DB2, Microsoft SQL Server, Unix, VMware, Java, Software Development, Nagios, SDLC, Oracle E-Business Suite, Shell Scripting, Security, Operating Systems, ERP, Disaster Recovery, SQL, Visio, Integration, Performance Tuning, Database Administration, Servers, Programming, Oracle RAC, COBOL, Data Warehousing, Unix Shell Scripting, Red Hat Linux, System Administration, SQL Tuning, Business Intelligence

Education
Alexandria Technical College   1983 — 1984
Computer Programming

Nisha Ahuja Nisha Ahuja Washington D.C. Metro Area Details
Nisha Ahuja's American Express Financial Advisors Experience January 2003 - August 2005
Job Interior Designer at Self Employed
Industry Financial Services
Experience
Self - Employed  January 2009 - Present
Deloitte Consulting  October 2005 - April 2008
American Express Financial Advisors   January 2003 - August 2005

Education
R.L.S (Rathi Learning Space)   2007 — 2008
Diploma, Interior Design

University of Maryland - Robert H. Smith School of Business   1997 — 2000
B.Sc, Finance

Bangalore University   1993 — 1996
B.Com, Accounts

Rodney George Rodney George Seattle, Washington Details
Rodney George's American Express Financial Advisors Experience 2001 - 2003
Job Controller Operations
Industry Insurance
Experience
The Everett Clinic  2011 - Present
Liberty International Underwriters (Liberty Mutual)   2006 - 2009
Arch Insurance Group  2003 - 2006
American Express Financial Advisors   2001 - 2003
Staples Communication   2000 - 2001

Skills
Process Improvement, Accounting, Financial Reporting, Forecasting, Internal Controls, Auditing, Budgets, SAP, Financial Analysis, Finance, Risk Management, General Ledger, Business Process..., Analysis

Education
Cyprus College
BBA, Finance

University of New Haven
MBA, Finance

Andreas Kokkinos Andreas Kokkinos Greater New York City Area Details
Andreas Kokkinos's American Express Financial Advisors Experience October 1987 - February 1992
Job Vice President, Insurance Product Manager at Citi Personal Wealth Management
Industry Investment Management
Experience
Citi Personal Wealth Management  December 2014 - Present
JP Morgan Chase  November 2010 - 2014
Morgan Stanley Smith Barney  June 1999 - December 2010
Citi  June 1994 - June 1999
Citicorp Investment Services  February 1992 - May 1997
American Express Financial Advisors   October 1987 - February 1992
Standard & Poor's   March 1981 - October 1987

Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning

Education
Pace University - Lubin School of Business   1984 — 1993
MBA, Finance

Baruch College, City University of New York (CUNY)   1979 — 1981
BBA, Economics

LaGuardia Community College   1976 — 1978
AS, Business Administration

Kykkos Gymnasium

Ora Jane Rhine Ora Jane Rhine Las Vegas, Nevada Area Details
Ora Jane Rhine's American Express Financial Advisors Experience 1994 - 2005
Job Registered Dietitian/Nutritionist
Industry Hospital & Health Care
Experience
Healthcare Services Group, Inc  February 2015 - Present
Western Arizona Regional Medical Center  April 2013 - February 2015
Hi Desert Medical Center  January 2012 - April 2013
Hi-Desert Medical Center/Continuing Care Center   August 2010 - January 2012
Bastyr University  September 2009 - June 2010
American Express Financial Services  2001 - 2005
American Express Financial Advisors   1994 - 2005

Skills
Dietetics, Clinical Nutrition, Healthcare, Food Service, Nutrition, Diabetes, Medical Nutrition..., Hospitals, Food, Nutritional Counseling, Health Education, Nutrition Education, Sports Nutrition, Wellness, Health Promotion

Education
Bastyr University   2009 — 2010
Dietetics Internship

College of Saint Benedict   2007 — 2009

Scott Italiaander Scott Italiaander Greater Atlanta Area Details
Scott Italiaander's American Express Financial Advisors Experience January 1999 - February 2003
Job Real Estate Investor
Industry Real Estate
Experience
Hideaway Mountain Cabins   June 2008 - Present
MassMutual  2003 - 2006
MassMutual  February 2003 - December 2005
American Express Financial Advisors   January 1999 - February 2003

Skills
Estate Planning, Investments, Financial Planning, Wealth Management, Retirement, Financial Services, Wealth, Management, Strategic Planning, Finance

Education
University of Georgia School of Law   1980 — 1983
J.D., Law

Alfred University   1971 — 1975
Bachelor's degree, liberal arts

Peggy Andrews, PhD, SPHR Peggy Andrews, PhD, SPHR Greater Minneapolis-St. Paul Area Details
Peggy Andrews, PhD, SPHR's American Express Financial Advisors Experience 1996 - 1997
Job Teaching Professor at Hamline University
Industry Human Resources
Experience
Hamline University School of Business  September 2010 - Present
Andrews Consulting, Inc.   April 2000 - Present
Enterprise Minnesota  November 2002 - June 2014
The Highlands Company   2008 - 2012
Hamline University School of Business  2010 - 2011
University of St. Thomas  2009 - 2010
Total Solutions Group  1999 - 2000
American Express Financial Advisors   1996 - 1997
PDI  1994 - 1995
PDI  1992 - 1994

Skills
Talent Management, Performance Management, Strategy, Job Search Strategies, Leadership Development, Management Coaching, Executive Coaching, Coaching, Program Management, Deferred Compensation, Personnel Management, Employee Benefits, Strategic Planning, Human Resources, Business Strategy, Management, Leadership

Education
University of Minnesota-Twin Cities   2005 — 2010
PhD, Education & Human Development/Family Science

Saint Mary's University of Minnesota   1996 — 1999
MA in Human Development, Psychology, Career Counseling, Organizational Change

Ambassador University   1984 — 1989
BA, Family & Consumer Science / Theology

Michael O'Hare Michael O'Hare Greater New York City Area Details
Michael O'Hare's American Express Financial Advisors Experience February 2002 - September 2002
Job Vice President at Mizuho Capital Markets Corporation
Industry Financial Services
Experience
Mizuho Capital Markets Corp.  August 2013 - Present
Merrill Lynch  September 2011 - August 2013
Prudential Financial  September 2006 - September 2011
Prudential Financial  September 2006 - January 2009
MassMutual Financial Group  March 2005 - March 2006
Madison Capital Management  September 2002 - September 2003
American Express Financial Advisors   February 2002 - September 2002

Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering

Education
Baker University   2002 — 2006
BBA, General

Steve Gamer Steve Gamer Greater Minneapolis-St. Paul Area Details
Steve Gamer's American Express Financial Advisors Experience November 2002 - August 2005
Job Network Engineer at Ameriprise Financial
Industry Computer Networking
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
American Express Financial Advisors   November 2002 - August 2005
Avnet  August 2000 - April 2002
GE Capital  March 1997 - August 2000
State of Minnesota  September 1988 - March 1997

Skills
Disaster Recovery, Network Security, Active Directory, Cisco Technologies, VMware, Security, Networking, Network Administration, Data Center, WAN, VPN, Linux, ITIL, Virtualization, Troubleshooting, Information Security, Vendor Management, Enterprise Architecture, Integration, DNS, Network Architecture, VoIP, Information Security..., Routing, Firewalls, TCP/IP, Windows Server, Network Design, DHCP, Cisco Routers, Technical Support, BGP, MPLS, Cluster, PIX, Unified Communications, Switches, Routers, Ethernet, Load Balancing, Software Installation, F5 BigIP, Servers

Education
Anoka Ramsey Community College
Accounting

Shannon Moeckel Shannon Moeckel Tampa/St. Petersburg, Florida Area Details
Shannon Moeckel's American Express Financial Advisors Experience 2002 - 2003
Job Manager, Experienced Recruiting Assurance at PwC
Industry Accounting
Experience
PwC  April 2014 - Present
Freelance Artist  1995 - Present
Kforce  January 2013 - March 2014
Kforce Inc  July 2010 - January 2013
Kforce Inc  July 2009 - July 2010
Kforce Inc  January 2007 - July 2009
Enterprise Rent-A-Car  September 2003 - January 2007
American Express Financial Advisors   2002 - 2003

Skills
Recruiting, Sourcing, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Employee Training, Internet Recruiting, Leadership, Training, Contract Recruitment, Management, Human Resources, Outsourcing, Temporary Placement, Benefits Negotiation, Executive Search, Permanent Placement, Sales, Onboarding, Staffing Services

Education
Ball State University   1997 — 2002
Bachelors of Fine Arts, Drawing, Architecture, Art History

Monique St Julien Monique St Julien Greater Atlanta Area Details
Monique St Julien's American Express Financial Advisors Experience July 1994 - March 2006
Job Associate Manager Tariff and Training at National Exchange Carrier Association (NECA)
Industry Telecommunications
Experience
National Exchange Carrier Association (NECA)   October 2014 - Present
National Exchange Carrier Association (NECA)   April 2013 - September 2014
National Exchange Carrier Association (NECA)   January 2010 - April 2013
American Express Financial Advisors   July 1994 - March 2006
American Express Financial Advisors   July 1996 - July 1998
American Express Financial Advisors   March 1993 - July 1994

Skills
Recruiting, Leadership, Management, Human Resources, Teamwork, Analysis, Training, Insurance, Strategic Financial..., Interviews, Marketing, CRM, Project Planning, Program Management, Forecasting, Customer Satisfaction

Education
Bakersfield College

University of New Orleans

St Mary's Academy

Vincent Bautista, CFP®,MBA,CTFA Vincent Bautista, CFP®,MBA,CTFA Phoenix, Arizona Area Details
Vincent Bautista, CFP®,MBA,CTFA's American Express Financial Advisors Experience May 2004 - May 2005
Job Senior Trust Officer at First International Bank and Trust
Industry Financial Services
Experience
First International Bank and Trust  April 2015 - Present
U.S. Trust Bank of America Private Wealth Management   December 2007 - July 2014
Northwestern Mutual Wealth Management   February 2007 - December 2007
USAA Financial Advice Center   March 2006 - January 2007
JPMorgan Chase  June 2005 - February 2006
American Express Financial Advisors   May 2004 - May 2005
Gradient Analytics  December 2002 - May 2004

Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Finance, Asset Management, Insurance, Financial Services, Asset Allocation, Banking, Equities, Financial Advisory, Wealth Management..., Credit, Accounting, Relationship Management, Sales, Analysis, High Net Worth...

Education
Arizona Summit Law School   2010 — 2013
Juris Doctorate

Arizona State University - W. P. Carey School of Business   2007 — 2009
MASTERS, BUSINESS ADMINISTRATION, BUSINESS

W.P. Carey School of BusinessArizona State University   2006 — 2009
BACHELOR OF SCIENCE, FINANCE

Saint Joseph's University   1998 — 2002
BACHELOR OF SCIENCE, INTERDISCIPLINARY HEALTH SERVICES

Archmere Academy   1994 — 1998

Reuben Chapman Reuben Chapman Greater Minneapolis-St. Paul Area Details
Reuben Chapman's American Express Financial Advisors Experience January 1999 - August 2001
Job Experienced Financial Ops Professional with 13 yrs in Investment/Asset Mgmt, Trust Custody, Brokerage, and Banking
Industry Financial Services
Experience
TFI Resources  May 2012 - November 2012
United Bankers' Bank  October 2010 - December 2011
Ameriprise  August 2007 - April 2009
Wells Fargo Trust   May 2006 - March 2007
Wells Fargo Trust   June 2003 - April 2006
Wells Fargo Trust   September 2001 - May 2003
American Express Financial Advisors   January 1999 - August 2001

Skills
Mutual Funds, Financial Services, Investments, Project Management, Program Management, Banking, Leadership, Equities, Series 7, Portfolio Management, Analysis, Management, Finance, Securities, Mergers & Acquisitions, Relationship Management, Risk Management, Budgets

Education
Augsburg College   2007 — 2010
BA, Business Administration/Economics, Management

Minneapolis Community and Technical College   2001 — 2005
A.S, Business Management

Janna Lipstein Janna Lipstein Greater Minneapolis-St. Paul Area Details
Janna Lipstein's American Express Financial Advisors Experience June 2000 - July 2003
Job World Traveler in Zug, Switzerland
Industry Financial Services
Experience
Zug, Switzerland   July 2014 - July 2015
U.S. Bank   December 2012 - June 2014
Wells Fargo Bank  November 2009 - December 2012
Wells Fargo  February 2007 - November 2009
Wells Fargo Institutional Trust Services  July 2006 - February 2007
Weatherly Consulting  July 2006 - January 2007
Aspara, Inc   October 2005 - December 2005
Self Employed  July 2005 - October 2005
American Express Financial Advisors, Inc  July 2003 - July 2005
American Express Financial Advisors   June 2000 - July 2003

Skills
Product Management, Project Management, Marketing, Coaching, Budgets, Consulting, Business Analysis, SDLC, Cross-functional Team..., Program Management, Strategy, Integration, Financial Services, Leadership, Management, Vendor Management

Education
University of Minnesota - Carlson School of Management   1993 — 1997
MBA, Marketing

2008
SCRUM Master

Augsburg College
BA, Fine Arts

Carlson School of Management, University of Minnesota
MBA, Marketing

Elk River High School

Gregg Nelson Gregg Nelson Greater Minneapolis-St. Paul Area Details
Gregg Nelson's American Express Financial Advisors Experience 1981 - 2003
Job Finance & Corporate Planning Professional
Industry Financial Services
Experience
SALO LLC and independent engagements   2005 - 2013
ActiFi, Inc.   2003 - 2005
American Express Financial Advisors   1981 - 2003
First Bank System (now US Bancorp)   1976 - 1981
Sperry Univac - Defense Systems Division (now Unisys)   1971 - 1976

Skills
Financial Analysis, Financial Modeling, Mergers, Business Planning, Competitive Analysis, Accounting, Mergers & Acquisitions, Analysis, Strategic Planning, Budgets, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Banking, Sarbanes-Oxley Act, Internal Audit, Strategy, Finance, Forecasting, Management, Leadership, Project Planning

Education
Minnesota State University, Mankato
MBA

Augsburg College
B.A., Economics

Brant King Brant King Greater Atlanta Area Details
Brant King's American Express Financial Advisors Experience 1993 - 1995
Job Manager Finance Effectiveness and Performance Management
Industry Management Consulting
Experience
PricewaterhouseCoopers  March 2004 - Present
Darwell Park Investments   November 1998 - March 2002
SunTrust Robinson Humphrey  February 1995 - December 1998
American Express Financial Advisors   1993 - 1995

Skills
Investments, Project Management, Business Process..., Equities, Program Management, Valuation, Trading, Cost Reduction..., Working Capital..., Management Consulting

Education
Georgia State University
MBA, Finance

Augusta State University
BS, Finance and Economics

Kathleen Senior High

Kathleen Senior High

Darlene Daevu Darlene Daevu United States Details
Darlene Daevu's American Express Financial Advisors Experience January 1991 - January 1995
Job
Industry Government Administration
Experience
City and County of San Francisco  January 2008 - Present
City & County of SF   January 2000 - January 2005
City and County of San Francisco  January 1995 - January 2000
American Express Financial Advisors   January 1991 - January 1995
City and County of San Francisco  January 1989 - January 1991
National Foundation For Teaching Entrepreneurship  January 1989 - January 1990

Education
San Francisco State University   2014 — 2016
Project Management

Ball State University
Bachelor of Science Degree, Business Administration

Golden Gate University
Masters of Business Administration Degree, Management

Sharon Nieves Sharon Nieves Raleigh-Durham, North Carolina Area Details
Sharon Nieves's American Express Financial Advisors Experience 1994 - 2005
Job Ameriprise Financial
Industry Financial Services
Experience
Medical Foundation of North Carolina   September 2010 - Present
All Kinds of Minds  2007 - 2009
American Express Financial Advisors   1994 - 2005

Skills
Program Development, Non-profits, Microsoft Excel, Strategic Planning, Program Management, Microsoft Office, Staff Development, Event Planning, Team Building, Customer Service, Budgets, Outlook, Public Speaking, Nonprofits, Employee Benefits

Education
Averett University
BS, Business Management and Mathematics

Joe Dobbins Joe Dobbins Pocatello, Idaho Area Details
Joe Dobbins's American Express Financial Advisors Experience July 1999 - February 2000
Job Businessperson, Marketing Strategist at Idaho Central Credit Union
Industry Hospital & Health Care
Experience
Idaho Central Credit Union  August 2015 - Present
Mink Creek Fruit Farms   August 2006 - Present
AAA Property Management   July 2006 - Present
Bingham Memorial Hospital  June 2010 - August 2015
Eastern Idaho Regional Medical Center  August 2008 - May 2010
Superior Court - Maricopa/Pinal County   March 2002 - June 2006
American Express Financial Advisors   July 1999 - February 2000

Skills
Business Strategy, Project Management, Process Improvement, Business Planning, Public Speaking, Business Analysis, Leadership, Training, Marketing, Finance, Management, Operations Management, Writing, Data Analytics, JMP, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Radiology, Hospitals, MRI, Cat Scan, Healthcare Management, Clinic Management, Orthopedics, EMR, Neurology, Surgery, Real Estate, Beef Cattle, Hobby Farms, Research

Education
Idaho State University College of Business   2013 — 2015
Master of Business Administration (MBA)

Idaho State University   2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Radiologic Science

Arizona State University   2004 — 2006
Biology, General

Mesa Community College   2003 — 2004
General Studies

Maribeth DAlauro Maribeth DAlauro Greater New York City Area Details
Maribeth DAlauro's American Express Financial Advisors Experience 1993 - 1995
Job Blessing orphans Org.
Industry Nonprofit Organization Management
Experience
Blessing orphans org,   February 2005 - Present
Muzak  March 1996 - Present
American Express Financial Advisors   1993 - 1995

Education
Adelphi University
Psychology

Hofstra University
BA, Business Administration

The University of New Mexico
Psychology

Dave Drumm Dave Drumm Cleveland/Akron, Ohio Area Details
Dave Drumm's American Express Financial Advisors Experience April 1977 - October 2002
Job Actor/Model at Docherty Talent Agency
Industry Broadcast Media
Experience
Docherty Talent Agency  December 2004 - Present
American Express Financial Advisors   April 1977 - October 2002

Skills
Theatre, Creative Writing, Voice Over, Voice Acting, Music, Magazines, Non-profits, Fundraising, Legal Research, Art, Team Building, Volunteer Management, Leadership Development, Entertainment, Improvisation, Mac, Stage, Press Releases, Sales, Teaching, Management, Performing Arts, Teamwork, Singing, Sales Management, Graphic Design, Nonprofits, Customer Satisfaction, Grant Writing, Copy Editing, Adobe Creative Suite, Public Speaking, Film

Education
Ohio University   1956 — 1957
Masters, Clinical Psychology

Ashland University   1950 — 1953
Bachelor of Arts (B.A.), Music Performance, General

Paul de la Chesnaye Paul de la Chesnaye Phoenix, Arizona Area Details
Paul de la Chesnaye's American Express Financial Advisors Experience April 2003 - March 2004
Job Project Manager at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless  August 2012 - Present
American Express Financial Advisors   April 2003 - March 2004

Skills
VoIP, Financial Modeling, Telecommunications, Call Centers, Forecasting, Process Improvement, Microsoft Excel, Marketing Strategy, Strategic Planning, Sales, Budgets, Business Planning, Team Building, Talent Acquisition, Selling, Healthcare, Sports, Wireless, Analysis, Competitive Analysis, Business Analysis, Data Analysis

Education
Arizona State University - W. P. Carey School of Business   2009 — 2011
MBA, Business

University of Texas at El Paso   1997 — 2002
BA, Finance & Computer Information Systems

Phil Rominger Phil Rominger Lenexa, Kansas Details
Phil Rominger's American Express Financial Advisors Experience May 1994 - May 1995
Job Production Supervisor at Thermo Fisher Scientific
Industry Pharmaceuticals
Experience
Thermo Fisher Scientific  May 2014 - Present
DeWolff, Boberg & Associates, Inc.   October 2009 - May 2013
Dairy Farmers of America  February 2005 - August 2009
Dairy Farmers of America  September 2002 - February 2005
Dairy Farmers of America  December 1998 - September 2002
Ecolab  June 1995 - December 1998
American Express Financial Advisors   May 1994 - May 1995
Reckitt & Colman  May 1987 - May 1994

Skills
Management Consulting, Business Process..., Change Management, Performance Improvement, Business Analysis, Process Improvement, Operational Excellence, Program Management, Business Process, Strategic Planning, Leadership Development, Organizational..., Project Management, Operations Management, Organizational..., Coaching, Performance Management, Business Transformation, Project Planning, Management, Budgets, Training, Strategy, Leadership, New Business Development, Cross-functional Team..., ERP, Human Resources, Supply Chain Management, Team Leadership, Continuous Improvement, Manufacturing, Risk Management, Forecasting, Lean Manufacturing

Education
Baker University   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Missouri State University   1991 — 1993

Drury University   1982 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General

Oskar Persson Oskar Persson Greater Minneapolis-St. Paul Area Details
Oskar Persson's American Express Financial Advisors Experience July 1999 - August 2001
Job Systems Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2014 - Present
Wells Fargo  October 2012 - October 2014
Wells Fargo  May 2003 - October 2013
Wells Fargo  September 2001 - May 2003
American Express Financial Advisors   July 1999 - August 2001
Target  April 1996 - July 1999
U.S. Bank   August 1994 - April 1996
Analysts International Corporation (AIC)   April 1992 - August 1994
Federated Insurance Company  April 1990 - April 1992

Skills
Requirements Analysis, SDLC, Business Analysis, Business Requirements, Software Project..., Vendor Management, Enterprise Architecture

Education
Minnesota State University, Mankato   1988 — 1989
Computer Science

University of Borås   1985 — 1988
Bachelor of Science (BSc), Computer Science

Catherine Sweet Catherine Sweet Wayzata, Minnesota Details
Catherine Sweet's American Express Financial Advisors Experience August 1998 - May 2000
Job Senior Vice President Risk Mitigation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Ameriprise Financial Services, Inc.   May 2000 - February 2012
American Express Financial Advisors   August 1998 - May 2000
Dain Rauscher Financial Services   February 1996 - August 1998
American Express Financial Advisors   June 1993 - February 1996
IDS Financial Services  February 1992 - June 1993
IDS Financial Services  February 1988 - February 1992

Skills
Underwriting, Leadership, Risk Management, Mutual Funds, New Business Development, Investment Advisory, Financial Services, Wealth Management, Series 7

Education
William Mitchell College of Law   1987 — 1991
Doctor of Law (J.D.)

Albion College   1980 — 1983
Bachelor's degree, Communications/Theater and English literature

Cherise Matechak Cherise Matechak Savannah, Georgia Area Details
Cherise Matechak's American Express Financial Advisors Experience TeacherPulaski Elementary School, SCCPSSOctober 2007 - Present
Job
Industry Primary/Secondary Education
Experience
American Express Financial Advisors   TeacherPulaski Elementary School, SCCPSSOctober 2007 - Present

Education
Armstrong State University   2007 — 2009
Masters of Arts in Teaching, Early Childhood Education and Teaching

Georgia Southern University - College of Business Administration   1994 — 1997
Bachelor of Business Administration (B.B.A.), Marketing / Sales and Sales Management

Matt O'Connel Matt O'Connel United States Details
Matt O'Connel's American Express Financial Advisors Experience January 2001 - August 2001
Job Stockbroker financial planner at Commonwealth Financial Network
Industry
Experience
Commonwealth Financial Network  2004 - Present
Fidelity Investments  December 2002 - 2004
American Express Financial Advisors   January 2001 - August 2001

Education
University of New Hampshire - Whittemore School of Business and Economics   1998 — 2001
bachelors degree business administration, Business Administration and Management, General

Babson College   1996 — 1998
Bachelor of Business Administration (B.B.A.), business finance

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15


Similar Companies