American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
Sara Preimesberger Sara Preimesberger's American Express Financial Advisors Experience August 2004 - January 2005
Job Director, Marketing Communications Total Tool Supply
Industry Marketing and Advertising
Experience
Total Tool Supply July 2015 - Present
Bennie Lane Marketing & Consulting September 2014 - June 2015
Merch Detective September 2013 - April 2014
One 2 One Marketing, Inc. April 2007 - October 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors August 2004 - January 2005
Hanley Wood Marketing November 2003 - March 2004
Idea Workshop March 2000 - October 2003
Mosaic Marketing May 1997 - July 1998
Ticketmaster March 1995 - April 1997
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Direct Marketing, Event Management, Integrated Marketing, Digital Marketing, Brand Development, Email Marketing, Social Media Marketing, Interactive Marketing
Education
University of Saint Thomas - School of Business
Master of Business Communications, Marketing Communications
College of St. Benedict
BA, Liberal Studies/Communication
Bloomington Jefferson Senior High (MN)
Total Tool Supply July 2015 - Present
Bennie Lane Marketing & Consulting September 2014 - June 2015
Merch Detective September 2013 - April 2014
One 2 One Marketing, Inc. April 2007 - October 2010
Ameriprise Financial January 2005 - August 2006
American Express Financial Advisors August 2004 - January 2005
Hanley Wood Marketing November 2003 - March 2004
Idea Workshop March 2000 - October 2003
Mosaic Marketing May 1997 - July 1998
Ticketmaster March 1995 - April 1997
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Direct Marketing, Event Management, Integrated Marketing, Digital Marketing, Brand Development, Email Marketing, Social Media Marketing, Interactive Marketing
Education
University of Saint Thomas - School of Business
Master of Business Communications, Marketing Communications
College of St. Benedict
BA, Liberal Studies/Communication
Bloomington Jefferson Senior High (MN)
Nathan Thompson, CLU®, CTFA Nathan Thompson, CLU®, CTFA's American Express Financial Advisors Experience May 2000 - April 2002
Job Director, Sales Center NF at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2009 - Present
Nationwide Insurance September 2008 - September 2009
National City Bank September 2007 - September 2008
National City Bank April 2006 - September 2007
National City Bank May 2005 - May 2006
National City Bank March 2004 - May 2005
Huntington National Bank April 2002 - March 2004
American Express Financial Advisors May 2000 - April 2002
Skills
Wealth Management, Series 7, Banking, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Financial Services, Asset Allocation, Series 66, Series 26, Life & Health Insurance..., Life Insurance, Asset Management, Uniform Combined State..., Strategy
Education
Denison University 1998 — 2000
Nationwide Financial September 2009 - Present
Nationwide Insurance September 2008 - September 2009
National City Bank September 2007 - September 2008
National City Bank April 2006 - September 2007
National City Bank May 2005 - May 2006
National City Bank March 2004 - May 2005
Huntington National Bank April 2002 - March 2004
American Express Financial Advisors May 2000 - April 2002
Skills
Wealth Management, Series 7, Banking, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Financial Services, Asset Allocation, Series 66, Series 26, Life & Health Insurance..., Life Insurance, Asset Management, Uniform Combined State..., Strategy
Education
Denison University 1998 — 2000
Betsy Ordal Betsy Ordal's American Express Financial Advisors Experience 1997 - 1998
Job VP Thrivent Financial Advice Center
Industry Financial Services
Experience
Thrivent Financial December 2010 - Present
Thrivent Financial for Lutherans May 2006 - November 2010
American Express Financial Advisors (now known as Ameriprise Financial) 1998 - 2005
American Express Financial Advisors 1997 - 1998
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1991 - 1993
American Express Financial Advisors (formerly known as IDS) 1981 - 1991
Education
University of Saint Thomas 1985 — 1987
MBA
Concordia College 1977 — 1981
BA, Business Admin & Psychology
FINRA Licensed
Series 7, 24 and 66
Thrivent Financial December 2010 - Present
Thrivent Financial for Lutherans May 2006 - November 2010
American Express Financial Advisors (now known as Ameriprise Financial) 1998 - 2005
American Express Financial Advisors 1997 - 1998
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1991 - 1993
American Express Financial Advisors (formerly known as IDS) 1981 - 1991
Education
University of Saint Thomas 1985 — 1987
MBA
Concordia College 1977 — 1981
BA, Business Admin & Psychology
FINRA Licensed
Series 7, 24 and 66
Charlotte Stallings Charlotte Stallings's American Express Financial Advisors Experience 1985 - 2005
Job Author, Keynote Speaker, Financial & Personal Accountability Expert
Industry Professional Training & Coaching
Experience
Getting Smart LLC January 2006 - Present
YVI Enterprises, Inc. February 2011 - Present
Ameriprise Financial May 1985 - September 2005
American Express Financial Advisors 1985 - 2005
American Express TRS 1982 - 1992
Skills
Public Speaking, Leadership Development, Financial Planning, Coaching, Executive Coaching, Team Building, Strategic Planning, Small Business, Organizational..., Entrepreneurship, Organizational..., Leadership, Staff Development, Career Development, Change Management, Training, Management Consulting, Retirement Planning, Marketing Strategy, Marketing, Personal Development, Non-profits, Conflict Resolution, Marketing Communications, Emotional Intelligence, Strategic Financial..., Business Planning, Workshop Facilitation, Strategy, Nonprofits, Fundraising, Public Relations, Employee Training, Team Leadership, Business Coaching, Social Networking, Start-ups, Event Planning, Social Media, Negotiation, Program Management, Consulting, Business Development, Event Management
Education
University of Minnesota-Twin Cities 1978 — 1982
B.S., Business, Communications
Drake University 1977 — 1978
Business/Corporate Communications
Getting Smart LLC January 2006 - Present
YVI Enterprises, Inc. February 2011 - Present
Ameriprise Financial May 1985 - September 2005
American Express Financial Advisors 1985 - 2005
American Express TRS 1982 - 1992
Skills
Public Speaking, Leadership Development, Financial Planning, Coaching, Executive Coaching, Team Building, Strategic Planning, Small Business, Organizational..., Entrepreneurship, Organizational..., Leadership, Staff Development, Career Development, Change Management, Training, Management Consulting, Retirement Planning, Marketing Strategy, Marketing, Personal Development, Non-profits, Conflict Resolution, Marketing Communications, Emotional Intelligence, Strategic Financial..., Business Planning, Workshop Facilitation, Strategy, Nonprofits, Fundraising, Public Relations, Employee Training, Team Leadership, Business Coaching, Social Networking, Start-ups, Event Planning, Social Media, Negotiation, Program Management, Consulting, Business Development, Event Management
Education
University of Minnesota-Twin Cities 1978 — 1982
B.S., Business, Communications
Drake University 1977 — 1978
Business/Corporate Communications
Kristen Whealon Kristen Whealon's American Express Financial Advisors Experience 1997 - 1999
Job Global Chief Compliance Officer at NorthStar Asset Management Group Inc. and CCO at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
NorthStar Asset Management Group Inc. April 2014 - Present
NorthStar Securities, LLC December 2011 - Present
Geneos Wealth Management August 2002 - December 2011
Multi Financial Securities Corp 1999 - 2002
American Express Financial Advisors 1997 - 1999
Skills
Series 7, Series 24, Series 63, FINRA, Securities, Compliance Procedures, Uniform Combined State..., Investments, Series 6, Retirement Planning, 401k, Investment Advisory, Portfolio Management, Hedge Funds, Fixed Annuities, Wealth Management, Financial Advisory, Retirement, Wealth Management..., Mutual Funds, Alternative Investments, Investment Strategies, Series 65, Equities
Education
Colorado State University 1991 — 1995
Bachelor of Arts, Technical Journalism, Public Relations
Chèree Vaughn Chèree Vaughn's American Express Financial Advisors Experience April 2000 - December 2000
Job Process Excellence Manager
Industry Outsourcing/Offshoring
Experience
Cognizant Technology Solutions July 2014 - Present
ING U.S. August 2012 - July 2014
ING U.S. March 2010 - March 2013
ING U.S. March 2008 - February 2010
ING U.S. May 2006 - February 2008
ING U.S. July 2001 - April 2006
ING U.S. January 2001 - June 2001
American Express Financial Advisors April 2000 - December 2000
Gage Marketing Group May 1992 - December 1999
Skills
Insurance, Management, Project Management, Customer Service, Change Management, Process Improvement, Team Management, Visio, Outsourcing, Six Sigma, Call Centers, Vendor Management, Business Process..., Operations Management, Customer Experience, Microsoft Excel, CRM, Financial Services, Relationship Management, Team Leadership, Quality Assurance
Education
Crown College 1998 — 1999
Bachelor of Science (B.S.), Management and Ethics
Minot State University 1986 — 1987
General Studies
Cognizant Technology Solutions July 2014 - Present
ING U.S. August 2012 - July 2014
ING U.S. March 2010 - March 2013
ING U.S. March 2008 - February 2010
ING U.S. May 2006 - February 2008
ING U.S. July 2001 - April 2006
ING U.S. January 2001 - June 2001
American Express Financial Advisors April 2000 - December 2000
Gage Marketing Group May 1992 - December 1999
Skills
Insurance, Management, Project Management, Customer Service, Change Management, Process Improvement, Team Management, Visio, Outsourcing, Six Sigma, Call Centers, Vendor Management, Business Process..., Operations Management, Customer Experience, Microsoft Excel, CRM, Financial Services, Relationship Management, Team Leadership, Quality Assurance
Education
Crown College 1998 — 1999
Bachelor of Science (B.S.), Management and Ethics
Minot State University 1986 — 1987
General Studies
Kathi Tunheim Kathi Tunheim's American Express Financial Advisors Experience May 1992 - May 1998
Job Board of Trustees Endowed Chair in Management and Leadership, Gustavus Adolphus College
Industry Education Management
Experience
Gustavus Adolphus College August 2007 - Present
Tunheim Leadership Group, Inc. July 1998 - Present
American Express Financial Advisors May 1992 - May 1998
Carlson Wagonlit Travel 1987 - 1992
Carlson Companies 1987 - 1992
Northwest Airlines 1983 - 1987
Skills
Leadership Development, Organizational..., Leadership, Coaching, Management, Strategic Planning, Organizational..., Public Speaking, Personnel Management, Business Planning, Research, Teaching, Staff Development, Community Outreach, Nonprofits, Higher Education, Entrepreneurship, Workshop Facilitation, Fundraising, Program Development, Career Counseling, Organizational Behavior, Motivation, Trailblazer, Career Development, Student Affairs, Spanish, Resume Writing, Training
Education
University of Minnesota-Twin Cities 2001 — 2008
PhD, Education and Human Development
University of Wisconsin-Milwaukee 1982 — 1984
MA, Communication
Concordia College 1978 — 1982
BA, Speech-Communication and Spanish
Gustavus Adolphus College August 2007 - Present
Tunheim Leadership Group, Inc. July 1998 - Present
American Express Financial Advisors May 1992 - May 1998
Carlson Wagonlit Travel 1987 - 1992
Carlson Companies 1987 - 1992
Northwest Airlines 1983 - 1987
Skills
Leadership Development, Organizational..., Leadership, Coaching, Management, Strategic Planning, Organizational..., Public Speaking, Personnel Management, Business Planning, Research, Teaching, Staff Development, Community Outreach, Nonprofits, Higher Education, Entrepreneurship, Workshop Facilitation, Fundraising, Program Development, Career Counseling, Organizational Behavior, Motivation, Trailblazer, Career Development, Student Affairs, Spanish, Resume Writing, Training
Education
University of Minnesota-Twin Cities 2001 — 2008
PhD, Education and Human Development
University of Wisconsin-Milwaukee 1982 — 1984
MA, Communication
Concordia College 1978 — 1982
BA, Speech-Communication and Spanish
R. Cory Levetan, CFP® R. Cory Levetan, CFP®'s American Express Financial Advisors Experience January 1986 - March 2000
Job Financial Advisor/Partner at Synergy Financial Advisors
Industry Financial Services
Experience
Synergy Financial Advisors March 2000 - Present
American Express Financial Advisors January 1986 - March 2000
Bank of Utah October 1984 - January 1986
Skills
Investments, Tactical Asset..., Series 7, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
University of Utah - David Eccles School of Business 1976 — 1981
Bachelor of Science (BS), Finance, General
College for Financial Planning 1987 — 1989
CFP®, Financial Planning
Synergy Financial Advisors March 2000 - Present
American Express Financial Advisors January 1986 - March 2000
Bank of Utah October 1984 - January 1986
Skills
Investments, Tactical Asset..., Series 7, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
University of Utah - David Eccles School of Business 1976 — 1981
Bachelor of Science (BS), Finance, General
College for Financial Planning 1987 — 1989
CFP®, Financial Planning
Trace Bauman, CPA Trace Bauman, CPA's American Express Financial Advisors Experience December 2002 - April 2003
Job CPA at Beene Garter LLP
Industry Accounting
Experience
Beene Garter LLP December 2004 - Present
JPMorgan Chase April 2003 - December 2004
American Express Financial Advisors December 2002 - April 2003
Herman Miller June 2002 - April 2003
Skills
Tax Returns, Tax
Education
Cornerstone University 1998 — 2002
BA, Accounting
Beene Garter LLP December 2004 - Present
JPMorgan Chase April 2003 - December 2004
American Express Financial Advisors December 2002 - April 2003
Herman Miller June 2002 - April 2003
Skills
Tax Returns, Tax
Education
Cornerstone University 1998 — 2002
BA, Accounting
Lisa Randall-Haag CFP, CRPC, MBA Lisa Randall-Haag CFP, CRPC, MBA's American Express Financial Advisors Experience June 1999 - April 2000
Job EVP, financial services consulting
Industry Financial Services
Experience
American Advisory Services September 2014 - Present
USAA August 2013 - September 2014
Williams Financial Group June 2012 - April 2013
Ameriprise Financial Services, Inc. June 1999 - May 2012
Steptoe & Johnson LLP 2008 - 2010
American Express Financial Advisors June 1999 - April 2000
Skills
FINRA, Retirement Planning, Securities, Series 7, Investment Advisory, Estate Planning, Mutual Funds, Series 24, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Financial Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Retirement, Wealth Management..., Trading, Series 65, Financial Planning, Insurance, Trading Systems, Finance, Bonds, 401k, IRAs, Alternative Investments, Risk Management, Wealth Management, ETFs, Hedge Funds, High Net Worth..., Series 6, Banking, Financial Planners, Options
Education
Saint Xavier University 2002 — 2005
MBA, Financial Planning
DePaul University 1989 — 1993
BS, Economics
New York University
American Advisory Services September 2014 - Present
USAA August 2013 - September 2014
Williams Financial Group June 2012 - April 2013
Ameriprise Financial Services, Inc. June 1999 - May 2012
Steptoe & Johnson LLP 2008 - 2010
American Express Financial Advisors June 1999 - April 2000
Skills
FINRA, Retirement Planning, Securities, Series 7, Investment Advisory, Estate Planning, Mutual Funds, Series 24, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Financial Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Retirement, Wealth Management..., Trading, Series 65, Financial Planning, Insurance, Trading Systems, Finance, Bonds, 401k, IRAs, Alternative Investments, Risk Management, Wealth Management, ETFs, Hedge Funds, High Net Worth..., Series 6, Banking, Financial Planners, Options
Education
Saint Xavier University 2002 — 2005
MBA, Financial Planning
DePaul University 1989 — 1993
BS, Economics
New York University
Ann Pilon McGarry Ann Pilon McGarry's American Express Financial Advisors Experience July 1989 - August 1998
Job Vice President Member Acquisition at UnitedHealthcare
Industry Marketing and Advertising
Experience
UnitedHealthcare April 2014 - Present
Optum December 2011 - Present
Wells Fargo January 2005 - September 2011
Mackenzie Marketing July 1998 - September 2004
American Express Financial Advisors July 1989 - August 1998
Park Nicollet Medical Foundation April 1985 - July 1989
Skills
Strategic Planning, Strategy, Product Management, Marketing, Marketing Communications, Project Management, Integrated Marketing, Program Management, Leadership, B2B, Advertising, Cross-functional Team...
Education
College of St. Benedict
BA, Business Administration
University of Saint Thomas - School of Business
MBA, Emphasis in Marketing
UnitedHealthcare April 2014 - Present
Optum December 2011 - Present
Wells Fargo January 2005 - September 2011
Mackenzie Marketing July 1998 - September 2004
American Express Financial Advisors July 1989 - August 1998
Park Nicollet Medical Foundation April 1985 - July 1989
Skills
Strategic Planning, Strategy, Product Management, Marketing, Marketing Communications, Project Management, Integrated Marketing, Program Management, Leadership, B2B, Advertising, Cross-functional Team...
Education
College of St. Benedict
BA, Business Administration
University of Saint Thomas - School of Business
MBA, Emphasis in Marketing
Hussain Zaidi, CFP® Hussain Zaidi, CFP®'s American Express Financial Advisors Experience February 2001 - February 2006
Job CoFounder & CEO at Advizr
Industry Financial Services
Experience
Advizr April 2013 - Present
Citi Personal Wealth Management February 2006 - March 2013
American Express Financial Advisors February 2001 - February 2006
Skills
Wealth Management, Alternative Investments, Portfolio Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Equities, Securities, Fixed Income, Wealth Management..., Series 63, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Management
Rutgers University-New Brunswick 1995 — 1998
BS, Finance
Advizr April 2013 - Present
Citi Personal Wealth Management February 2006 - March 2013
American Express Financial Advisors February 2001 - February 2006
Skills
Wealth Management, Alternative Investments, Portfolio Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Equities, Securities, Fixed Income, Wealth Management..., Series 63, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Management
Rutgers University-New Brunswick 1995 — 1998
BS, Finance
Kathryn Wakefield, JD, CLU Kathryn Wakefield, JD, CLU's American Express Financial Advisors Experience December 2001 - March 2004
Job Director Estate and Business Planning at MassMutual Financial Group
Industry Law Practice
Experience
MassMutual Financial Group November 2010 - Present
MassMutual Trust Company December 2009 - November 2010
MassMutual June 2008 - December 2009
US Attorney's Office January 2007 - May 2007
American Express Financial Advisors December 2001 - March 2004
Skills
Estate Planning, Tax, Series 7, Trusts, Licensing, FINRA, Insurance, Investments, Long-term Care, Securities, Legal Research, Due Diligence, Mutual Funds, Corporate Law, Risk Management, Disability Insurance, Employee Benefits, Business Succession..., Executive Benefit..., Chartered Life..., Series 24, Series 63, Long Term Care Insurance, Variable Annuities, Finance, Retirement, Retirement Planning
Education
The American College 2011 — 2012
CLU, Financial Planning and Services
Western New England University School of Law 2004 — 2007
JD, Law
University of Massachusetts, Amherst 1998 — 2002
B.A., Sociology and Criminal Justice
Cornell University 1997 — 1997
Law, Legal Studies
MassMutual Financial Group November 2010 - Present
MassMutual Trust Company December 2009 - November 2010
MassMutual June 2008 - December 2009
US Attorney's Office January 2007 - May 2007
American Express Financial Advisors December 2001 - March 2004
Skills
Estate Planning, Tax, Series 7, Trusts, Licensing, FINRA, Insurance, Investments, Long-term Care, Securities, Legal Research, Due Diligence, Mutual Funds, Corporate Law, Risk Management, Disability Insurance, Employee Benefits, Business Succession..., Executive Benefit..., Chartered Life..., Series 24, Series 63, Long Term Care Insurance, Variable Annuities, Finance, Retirement, Retirement Planning
Education
The American College 2011 — 2012
CLU, Financial Planning and Services
Western New England University School of Law 2004 — 2007
JD, Law
University of Massachusetts, Amherst 1998 — 2002
B.A., Sociology and Criminal Justice
Cornell University 1997 — 1997
Law, Legal Studies
Jim Litwin Jim Litwin's American Express Financial Advisors Experience June 1985 - 2000
Job Managing Director pfc social impact advisors
Industry Nonprofit Organization Management
Experience
pfc social impact advisors January 2005 - Present
Headwaters Group Philanthropic Services January 2007 - January 2012
RSM McGladrey January 2002 - May 2004
HR Block Tax and Business Services 2000 - 2002
American Express Financial Advisors June 1985 - 2000
Skills
Business Strategy, Forecasting, Non-profits, Strategy Development, Management Consulting, Start-ups, Budgeting, Budgets, Strategy, Marketing, Business Analysis, Marketing Strategy, Leadership Development, Product Marketing, Cross-functional Team..., Nonprofits, New Business Development, Market Research, Analytics, Strategic Partnerships, Leadership, Business Development, Management, Financial Services
Education
The University of Chicago - Booth School of Business 1983 — 1985
M B A, Finance
Connecticut College
B A, Urban Affairs
University of Chicago
M A, Urban Policy Studies
pfc social impact advisors January 2005 - Present
Headwaters Group Philanthropic Services January 2007 - January 2012
RSM McGladrey January 2002 - May 2004
HR Block Tax and Business Services 2000 - 2002
American Express Financial Advisors June 1985 - 2000
Skills
Business Strategy, Forecasting, Non-profits, Strategy Development, Management Consulting, Start-ups, Budgeting, Budgets, Strategy, Marketing, Business Analysis, Marketing Strategy, Leadership Development, Product Marketing, Cross-functional Team..., Nonprofits, New Business Development, Market Research, Analytics, Strategic Partnerships, Leadership, Business Development, Management, Financial Services
Education
The University of Chicago - Booth School of Business 1983 — 1985
M B A, Finance
Connecticut College
B A, Urban Affairs
University of Chicago
M A, Urban Policy Studies
Scott Berman Scott Berman's American Express Financial Advisors Experience April 2001 - September 2004
Job President
Industry Financial Services
Experience
Coliseum Wealth Management 2013 - Present
Coliseum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc 2004 - 2013
American Express Financial Advisors April 2001 - September 2004
American Express Financial Advisors August 1999 - April 2001
Skills
Retirement Planning, Financial Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor
Georgetown University 2005 — 2005
Certificate in Financial Planning, Finance
George Mason University 1994 — 1999
Bachelor of Science, Finance
Coliseum Wealth Management 2013 - Present
Coliseum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc 2004 - 2013
American Express Financial Advisors April 2001 - September 2004
American Express Financial Advisors August 1999 - April 2001
Skills
Retirement Planning, Financial Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Investment Advisory
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor
Georgetown University 2005 — 2005
Certificate in Financial Planning, Finance
George Mason University 1994 — 1999
Bachelor of Science, Finance
Cory Kraft Cory Kraft's American Express Financial Advisors Experience February 1989 - February 1998
Job CEO CoFounder ADK Wealth Advisory Group
Industry Financial Services
Experience
Chesterfield hockey association April 2013 - Present
ADK Wealth Advisory Group February 1998 - Present
American Express Financial Advisors February 1989 - February 1998
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Customer Service, Risk Management, Banking, Investments, PowerPoint, Microsoft Word, Change Management, Business Strategy, Leadership, Negotiation, New Business Development, Sales, Finance, Financial Planning, Management, Marketing, Team Building
Education
Drake University 1984 — 1988
Public administration
Chesterfield hockey association April 2013 - Present
ADK Wealth Advisory Group February 1998 - Present
American Express Financial Advisors February 1989 - February 1998
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Customer Service, Risk Management, Banking, Investments, PowerPoint, Microsoft Word, Change Management, Business Strategy, Leadership, Negotiation, New Business Development, Sales, Finance, Financial Planning, Management, Marketing, Team Building
Education
Drake University 1984 — 1988
Public administration
Barry Kramer's American Express Financial Advisors Experience 2003 - 2005
Job President Independent Wealth Advisor at GSL Wealth Management
Industry Financial Services
Experience
GSL Wealth Management March 2012 - Present
JPMorgan Chase November 2005 - March 2012
American Express Financial Advisors 2003 - 2005
Skills
Estate Planning, Strategic Financial..., Series 7, 401k, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Retirement, IRAs, Asset Allocation, Mutual Funds, Insurance, Series 66, Variable Annuities
Education
Concordia University-Wisconsin
Bachelor of Arts (B.A.), Business Management & Communications
University of Arizona
Rock Valley College
Associate of Arts (A.A.)
Boylan Catholic H.S.
GSL Wealth Management March 2012 - Present
JPMorgan Chase November 2005 - March 2012
American Express Financial Advisors 2003 - 2005
Skills
Estate Planning, Strategic Financial..., Series 7, 401k, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Retirement, IRAs, Asset Allocation, Mutual Funds, Insurance, Series 66, Variable Annuities
Education
Concordia University-Wisconsin
Bachelor of Arts (B.A.), Business Management & Communications
University of Arizona
Rock Valley College
Associate of Arts (A.A.)
Boylan Catholic H.S.
Shawn Parks Shawn Parks's American Express Financial Advisors Experience July 2004 - March 2005
Job Advanced customer relationships Sales/Service
Industry Hospital & Health Care
Experience
Varian Medical Systems December 2011 - Present
Family owned buisness May 2009 - December 2011
Willow Grove Bank September 2006 - May 2009
LEAF Financial Corporation March 2005 - July 2006
American Express Financial Advisors July 2004 - March 2005
MetLife March 1999 - July 2004
Prudential Insurance October 1990 - February 1999
United States Marine Corps February 1989 - February 1997
Skills
Series 7, Series 66, Universal Life, Long Term Care
Education
Delaware Valley College 1990 — 1993
Countinued education, Business Administration, 3.0
Varian Medical Systems December 2011 - Present
Family owned buisness May 2009 - December 2011
Willow Grove Bank September 2006 - May 2009
LEAF Financial Corporation March 2005 - July 2006
American Express Financial Advisors July 2004 - March 2005
MetLife March 1999 - July 2004
Prudential Insurance October 1990 - February 1999
United States Marine Corps February 1989 - February 1997
Skills
Series 7, Series 66, Universal Life, Long Term Care
Education
Delaware Valley College 1990 — 1993
Countinued education, Business Administration, 3.0
Robert Hart, CFP, ChFC Robert Hart, CFP, ChFC's American Express Financial Advisors Experience September 1991 - November 2000
Job Certified Financial Planner at Personal Financial Strategies / Sigma
Industry Financial Services
Experience
Personal Financial Strategies / Sigma November 2007 - Present
Trinity Financial Advisors October 2005 - November 2007
Morgan Stanley December 2000 - March 2005
American Express Financial Advisors September 1991 - November 2000
Nuveen Investment Bankers April 1986 - May 1991
Education
Lewis University 1981 — 1985
BA, Finance
College for Financial Planning
CFP
The American College
ChFC & CLU
Personal Financial Strategies / Sigma November 2007 - Present
Trinity Financial Advisors October 2005 - November 2007
Morgan Stanley December 2000 - March 2005
American Express Financial Advisors September 1991 - November 2000
Nuveen Investment Bankers April 1986 - May 1991
Education
Lewis University 1981 — 1985
BA, Finance
College for Financial Planning
CFP
The American College
ChFC & CLU
David Helms David Helms's American Express Financial Advisors Experience October 1986 - August 2000
Job Sales and marketing at Enviroguard Pest Solutions
Industry Marketing and Advertising
Experience
Enviroguard Pest Solutions June 2012 - Present
American Express Financial Advisors October 1986 - August 2000
Education
Dalton State College 2004 — 2009
Bachelor of Business Administration, Mangagement
Samford University 1973 — 1976
Bachelor of Music Education, Voice and Opera
Enviroguard Pest Solutions June 2012 - Present
American Express Financial Advisors October 1986 - August 2000
Education
Dalton State College 2004 — 2009
Bachelor of Business Administration, Mangagement
Samford University 1973 — 1976
Bachelor of Music Education, Voice and Opera
Chris Ronshagen Chris Ronshagen's American Express Financial Advisors Experience August 2001 - August 2002
Job Partner, Executive Vice President Business Development at Jurs Montgomery Brokerage, LLC
Industry Insurance
Experience
Jurs Montgomery Brokerage, LLC December 2010 - Present
Crump Insurance May 2004 - December 2010
John Hancock September 2002 - May 2004
American Express Financial Advisors August 2001 - August 2002
Skills
Insurance, Underwriting, Financial Services, Sales, Sales Process, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Universal Life, Long Term Care Insurance, Long-term Care, Financial Planners, Series 63, Strategic Financial..., Retirement, Retirement Planning, Finance, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2005 — 2008
MBA, MSF
University of Vermont 1997 — 2001
Bachelor, Business Administration
Grenoble Ecole de Management 2000 — 2000
International Business
Jurs Montgomery Brokerage, LLC December 2010 - Present
Crump Insurance May 2004 - December 2010
John Hancock September 2002 - May 2004
American Express Financial Advisors August 2001 - August 2002
Skills
Insurance, Underwriting, Financial Services, Sales, Sales Process, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Universal Life, Long Term Care Insurance, Long-term Care, Financial Planners, Series 63, Strategic Financial..., Retirement, Retirement Planning, Finance, Financial Planning
Education
Northeastern University - Graduate School of Business Administration 2005 — 2008
MBA, MSF
University of Vermont 1997 — 2001
Bachelor, Business Administration
Grenoble Ecole de Management 2000 — 2000
International Business
Peter Berlin Peter Berlin's American Express Financial Advisors Experience February 2002 - November 2003
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
Ameriprise Financial Services, Inc. October 2010 - Present
Morgan Stanley September 2007 - October 2010
Merrill Lynch November 2003 - September 2007
American Express Financial Advisors February 2002 - November 2003
Merrill Lynch November 1987 - February 2002
Education
Cornell University 1982 — 1984
State University of New York at Stony Brook 1978 — 1982
Bachelor of Arts (B.A.)
Wheatley 1974 — 1978
Pace University - Lubin School of Business
Steve Hebert, CFP® Steve Hebert, CFP®'s American Express Financial Advisors Experience 2000 - 2001
Job Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2004 - 2014
Local Non-Profit Organization October 2010 - September 2011
Local Non-Profit Organization October 2008 - September 2011
American Express Personal Trust Services, FSB 2001 - 2004
American Express Financial Advisors 2000 - 2001
American Express Financial Advisors 1995 - 2000
Education
College for Financial Planning 1997 — 1998
Certificate, Preparation for CFP Exam
Vincennes University 1987 — 1988
A.S., General Studies
Duluth Denfeld 1977 — 1980
High School Diploma, General Studies
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. 2004 - 2014
Local Non-Profit Organization October 2010 - September 2011
Local Non-Profit Organization October 2008 - September 2011
American Express Personal Trust Services, FSB 2001 - 2004
American Express Financial Advisors 2000 - 2001
American Express Financial Advisors 1995 - 2000
Education
College for Financial Planning 1997 — 1998
Certificate, Preparation for CFP Exam
Vincennes University 1987 — 1988
A.S., General Studies
Duluth Denfeld 1977 — 1980
High School Diploma, General Studies
Christine Carlson Pounds(carlsonpound@comcast.net) Christine Carlson Pounds(carlsonpound@comcast.net)'s American Express Financial Advisors Experience October 2000 - October 2002
Job Business Analyst IV at Assurant
Industry Human Resources
Experience
Assurant October 2007 - Present
Assurant November 2006 - October 2007
Self employed November 2004 - November 2006
Self employed October 2002 - October 2004
American Express Financial Advisors October 2000 - October 2002
American Express September 1998 - October 2000
Fredrickson Communications 1997 - 1998
Blue Cross Blue Shield of MN January 1996 - September 1997
Blue Cross Blue Shield of MN February 1995 - January 1996
Blue Cross Blue Shield of MN May 1991 - February 1995
Skills
Technical Writing, Testing, Performance Management, User Acceptance Testing, Process Improvement, Business Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Team Building, Training, Visio, Project Management, Human Resources
Education
College of Saint Benedict 1985 — 1989
BA, English
College of St. Benedict St 1985 — 1989
B.A, English
Assurant October 2007 - Present
Assurant November 2006 - October 2007
Self employed November 2004 - November 2006
Self employed October 2002 - October 2004
American Express Financial Advisors October 2000 - October 2002
American Express September 1998 - October 2000
Fredrickson Communications 1997 - 1998
Blue Cross Blue Shield of MN January 1996 - September 1997
Blue Cross Blue Shield of MN February 1995 - January 1996
Blue Cross Blue Shield of MN May 1991 - February 1995
Skills
Technical Writing, Testing, Performance Management, User Acceptance Testing, Process Improvement, Business Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Team Building, Training, Visio, Project Management, Human Resources
Education
College of Saint Benedict 1985 — 1989
BA, English
College of St. Benedict St 1985 — 1989
B.A, English
Robert Warrington's American Express Financial Advisors Experience 2003 - 2005
Job Business Executive
Industry Management Consulting
Experience
The Waring Group, LLC August 2005 - Present
Wilmington Ventures May 2008 - September 2010
American Express Financial Advisors 2003 - 2005
USCarrier Telecom, LLC 1999 - 2002
Telcordia Technologies 1983 - 1998
Skills
Strategic Planning, Business Development, Project Management, Process Improvement, Transactional Analysis, Mergers, Start-ups, Business Strategy, Venture Capital, Finance, Executive Management, Risk Management, Financial Analysis, Due Diligence, Financial Modeling, Leadership, Human Resources, Small Business, Cross-functional Team..., Corporate Finance, Budgets, Private Equity, Mergers & Acquisitions, Investments, Financial Reporting, Strategy, Management Consulting, Program Management, Management, Project Planning, Managerial Finance, Change Management, Business Process..., Governance, Policy, Entrepreneurship, Competitive Analysis, Consulting, Executive Coaching, Leadership Development, Strategic Partnerships
Education
Rutgers Law School - Newark 1980 — 1984
JD, Business Law
Columbia University in the City of New York
MBA, Accounting/MIS
Lincoln University
BA, Physics
The Waring Group, LLC August 2005 - Present
Wilmington Ventures May 2008 - September 2010
American Express Financial Advisors 2003 - 2005
USCarrier Telecom, LLC 1999 - 2002
Telcordia Technologies 1983 - 1998
Skills
Strategic Planning, Business Development, Project Management, Process Improvement, Transactional Analysis, Mergers, Start-ups, Business Strategy, Venture Capital, Finance, Executive Management, Risk Management, Financial Analysis, Due Diligence, Financial Modeling, Leadership, Human Resources, Small Business, Cross-functional Team..., Corporate Finance, Budgets, Private Equity, Mergers & Acquisitions, Investments, Financial Reporting, Strategy, Management Consulting, Program Management, Management, Project Planning, Managerial Finance, Change Management, Business Process..., Governance, Policy, Entrepreneurship, Competitive Analysis, Consulting, Executive Coaching, Leadership Development, Strategic Partnerships
Education
Rutgers Law School - Newark 1980 — 1984
JD, Business Law
Columbia University in the City of New York
MBA, Accounting/MIS
Lincoln University
BA, Physics
Anthony Gericke Anthony Gericke's American Express Financial Advisors Experience November 1996 - May 2002
Job Attorney at Gericke Law Office
Industry Law Practice
Experience
Gericke Law Office May 2010 - Present
Ameriprise Financial May 2002 - May 2010
American Express Financial Advisors November 1996 - May 2002
Skills
Negotiation, Legal Assistance, Litigation, Courts, Appeals, Depositions, Fraud, Financial Services, Investments, Nonprofits, Public Speaking, Wealth Management, Business Litigation, Customer Service, Securities Regulation, Asset Management, Insurance Law, Intellectual Property, Licensing, Trusts, Securities, Leadership
Education
Creighton University School of Law 1991 — 1994
J.D., Law
Iowa State University 1987 — 1991
B.S., History
Gericke Law Office May 2010 - Present
Ameriprise Financial May 2002 - May 2010
American Express Financial Advisors November 1996 - May 2002
Skills
Negotiation, Legal Assistance, Litigation, Courts, Appeals, Depositions, Fraud, Financial Services, Investments, Nonprofits, Public Speaking, Wealth Management, Business Litigation, Customer Service, Securities Regulation, Asset Management, Insurance Law, Intellectual Property, Licensing, Trusts, Securities, Leadership
Education
Creighton University School of Law 1991 — 1994
J.D., Law
Iowa State University 1987 — 1991
B.S., History
Marcy Keckler, CFP®'s American Express Financial Advisors Experience January 2002 - May 2004
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Division of Indian Work September 2007 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial October 2006 - February 2011
Ameriprise Financial January 2006 - October 2006
Ameriprise Financial August 2005 - January 2006
Ameriprise Financial May 2004 - August 2005
American Express Financial Advisors January 2002 - May 2004
American Express Financial Advisors January 2000 - January 2002
American Express Financial Advisors September 1996 - November 1998
Skills
Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Series 63, Retirement, Mutual Funds, Estate Planning, Relationship Management, Asset Allocation, Finance, Securities, Investment Advisory, Investments, Trusted Business Partner, Business Excellence
Education
Georgetown University 1987 — 1991
BA
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor
Ameriprise Financial Services, Inc. February 2013 - Present
Division of Indian Work September 2007 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial October 2006 - February 2011
Ameriprise Financial January 2006 - October 2006
Ameriprise Financial August 2005 - January 2006
Ameriprise Financial May 2004 - August 2005
American Express Financial Advisors January 2002 - May 2004
American Express Financial Advisors January 2000 - January 2002
American Express Financial Advisors September 1996 - November 1998
Skills
Financial Advisory, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Series 63, Retirement, Mutual Funds, Estate Planning, Relationship Management, Asset Allocation, Finance, Securities, Investment Advisory, Investments, Trusted Business Partner, Business Excellence
Education
Georgetown University 1987 — 1991
BA
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor
Leann Wolff Leann Wolff's American Express Financial Advisors Experience 1998 - 2000
Job Principal at Great Outcomes Consulting
Industry Management Consulting
Experience
Great Outcomes Consulting August 2010 - Present
Leann Wolff Consulting April 2006 - November 2010
Lutheran Social Services/ND 2006 - 2009
H.D. Vest Financial Services August 2000 - April 2006
American Express Financial Advisors 1998 - 2000
Skills
Business Coaching, Interpersonal..., Strategy Alignment, Strategic Financial..., Leadership Development, Leadership, Public Speaking, Financial Services, Presentation Coaching, Communications Planning, Selling Skills, Strategic Planning, Training, Program Management, Management Consulting, Succession Planning, Business Planning, Strategy, Team Building, Management, Coaching, Workshop Facilitation, Start-ups, Small Business, Sales, Conflict Resolution, Consulting, Business Strategy, Executive Coaching, Organizational..., Organizational Design, Organizational..., Executive Development, Executive Management, Performance Improvement, Mergers & Acquisitions, Culture Change
Education
University of Saint Thomas
MA, Education
Concordia College
BA, English
Great Outcomes Consulting August 2010 - Present
Leann Wolff Consulting April 2006 - November 2010
Lutheran Social Services/ND 2006 - 2009
H.D. Vest Financial Services August 2000 - April 2006
American Express Financial Advisors 1998 - 2000
Skills
Business Coaching, Interpersonal..., Strategy Alignment, Strategic Financial..., Leadership Development, Leadership, Public Speaking, Financial Services, Presentation Coaching, Communications Planning, Selling Skills, Strategic Planning, Training, Program Management, Management Consulting, Succession Planning, Business Planning, Strategy, Team Building, Management, Coaching, Workshop Facilitation, Start-ups, Small Business, Sales, Conflict Resolution, Consulting, Business Strategy, Executive Coaching, Organizational..., Organizational Design, Organizational..., Executive Development, Executive Management, Performance Improvement, Mergers & Acquisitions, Culture Change
Education
University of Saint Thomas
MA, Education
Concordia College
BA, English
Paul Saunier Paul Saunier's American Express Financial Advisors Experience 1999 - 1999
Job Principal at Flexware Associates
Industry Computer Software
Experience
Flexware Associates January 2009 - Present
Infinite Computing Solutions February 2012 - September 2012
Partylite January 2010 - March 2012
Dover Professional Services Group September 2009 - September 2010
Western Union 2000 - 2009
American Express Financial Advisors 1999 - 1999
NYCE Corporation 1997 - 1998
J.P. Morgan 1996 - 1996
NYMEX 1996 - 1996
EDS - ATM network services, Florham Park 1996 - 1996
Skills
Experienced IT..., Systems Analysis, Project Management, SDLC, Program Management, Business Analysis, Team Leadership, Integration, Quality Assurance, Team Building, Process Improvement, Troubleshooting, Vendor Management, COBOL, Visio, Software Documentation, Databases, Requirements Analysis, Business Intelligence, Management, Software Project..., SQL, Business Process..., Project Planning, Analysis, IT Management, Networking, Programming, Business Process, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Analysis, Product Management, Software Development, Testing, Leadership, System Administration, PMP, Disaster Recovery, PMO, Enterprise Software, Information Technology, ITIL, Change Management, SharePoint, CRM, Project Portfolio..., Cloud Computing
Education
University of Massachusetts Lowell 1971 — 2016
none, Physics, Chemistry, Mathematics
County College of Morris 1975 — 1976
Various Course Work, Logic, Marketing
Randolph High School 1967 — 1971
High School Diploma, Advanced Science Courses
Career Forum
Flexware Associates January 2009 - Present
Infinite Computing Solutions February 2012 - September 2012
Partylite January 2010 - March 2012
Dover Professional Services Group September 2009 - September 2010
Western Union 2000 - 2009
American Express Financial Advisors 1999 - 1999
NYCE Corporation 1997 - 1998
J.P. Morgan 1996 - 1996
NYMEX 1996 - 1996
EDS - ATM network services, Florham Park 1996 - 1996
Skills
Experienced IT..., Systems Analysis, Project Management, SDLC, Program Management, Business Analysis, Team Leadership, Integration, Quality Assurance, Team Building, Process Improvement, Troubleshooting, Vendor Management, COBOL, Visio, Software Documentation, Databases, Requirements Analysis, Business Intelligence, Management, Software Project..., SQL, Business Process..., Project Planning, Analysis, IT Management, Networking, Programming, Business Process, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Analysis, Product Management, Software Development, Testing, Leadership, System Administration, PMP, Disaster Recovery, PMO, Enterprise Software, Information Technology, ITIL, Change Management, SharePoint, CRM, Project Portfolio..., Cloud Computing
Education
University of Massachusetts Lowell 1971 — 2016
none, Physics, Chemistry, Mathematics
County College of Morris 1975 — 1976
Various Course Work, Logic, Marketing
Randolph High School 1967 — 1971
High School Diploma, Advanced Science Courses
Career Forum
Tim Weingart Tim Weingart's American Express Financial Advisors Experience August 2003 - January 2004
Job
Industry Financial Services
Experience
Global Clearing Firm March 2004 - Present
American Express Financial Advisors August 2003 - January 2004
TD June 2000 - August 2001
Skills
Windows, Research, Photoshop, Teaching, HTML, Stocks, Options, Futures, General Securities..., Equities, Electronic Trading, Series 7, Uniform Combined State..., Finance
Education
DePaul University 1999 — 2002
Bachelor of Science (BS), Finance, General
UNLV 1996 — 1997
General Studies
Global Clearing Firm March 2004 - Present
American Express Financial Advisors August 2003 - January 2004
TD June 2000 - August 2001
Skills
Windows, Research, Photoshop, Teaching, HTML, Stocks, Options, Futures, General Securities..., Equities, Electronic Trading, Series 7, Uniform Combined State..., Finance
Education
DePaul University 1999 — 2002
Bachelor of Science (BS), Finance, General
UNLV 1996 — 1997
General Studies
Frederick Van Den Abbeel Frederick Van Den Abbeel's American Express Financial Advisors Experience 1997 - 2001
Job Executive Vice President at TradePMR, Inc.
Industry Financial Services
Experience
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Paul Czeropski, PMP® Paul Czeropski, PMP®'s American Express Financial Advisors Experience June 1999 - March 2005
Job Sr. Project Manager at INTEGRIS Health
Industry Information Technology and Services
Experience
INTEGRIS Health June 2013 - Present
Synergy HomeCare of Overland Park August 2010 - July 2013
Payless ShoeSource April 2012 - May 2013
Genesis10 March 2011 - May 2013
Bank of America March 2011 - March 2012
Ameriprise Financial March 2005 - April 2010
American Express Financial Advisors June 1999 - March 2005
Northwest Airlines October 1996 - June 1999
Compuware December 1994 - October 1996
Health Risk Management, Inc. December 1991 - December 1994
Skills
Strategic Planning, Mentoring, Process Improvement, Vendor Management, Business Analysis, SDLC, Program Management, Project Management, Change Management, Team Building, Business Process..., Cross-functional Team..., PMO, Leadership, PMP, Visio, IT Strategy, Resource Management, Management, Project Planning, Budgets, Software Development, Software Project..., Team Leadership, Requirements Analysis, Project Portfolio..., Project Delivery, SharePoint, IT Management, Management Consulting, MS Project, Six Sigma, ITIL, Team Management, Outsourcing, Requirements Gathering, Strategy, Contract Negotiation, Performance Management, SOW, Vendor Contracts, CRM
Education
Wright College 1989 — 1990
Business & IT program
DePaul University 1980 — 1981
Liberal Arts & IT program
INTEGRIS Health June 2013 - Present
Synergy HomeCare of Overland Park August 2010 - July 2013
Payless ShoeSource April 2012 - May 2013
Genesis10 March 2011 - May 2013
Bank of America March 2011 - March 2012
Ameriprise Financial March 2005 - April 2010
American Express Financial Advisors June 1999 - March 2005
Northwest Airlines October 1996 - June 1999
Compuware December 1994 - October 1996
Health Risk Management, Inc. December 1991 - December 1994
Skills
Strategic Planning, Mentoring, Process Improvement, Vendor Management, Business Analysis, SDLC, Program Management, Project Management, Change Management, Team Building, Business Process..., Cross-functional Team..., PMO, Leadership, PMP, Visio, IT Strategy, Resource Management, Management, Project Planning, Budgets, Software Development, Software Project..., Team Leadership, Requirements Analysis, Project Portfolio..., Project Delivery, SharePoint, IT Management, Management Consulting, MS Project, Six Sigma, ITIL, Team Management, Outsourcing, Requirements Gathering, Strategy, Contract Negotiation, Performance Management, SOW, Vendor Contracts, CRM
Education
Wright College 1989 — 1990
Business & IT program
DePaul University 1980 — 1981
Liberal Arts & IT program
Kevin Hausmann Kevin Hausmann's American Express Financial Advisors Experience April 2002 - April 2003
Job Account ExecutiveNew Business MidMarket at Highmark
Industry Insurance
Experience
Highmark January 2013 - Present
Northeast & Lehigh Valley Association of Health Underwriters (NELVAHU) July 2011 - July 2013
Valley Preferred June 2009 - December 2012
The Hartford April 2003 - June 2009
American Express Financial Advisors April 2002 - April 2003
Skills
Disability Insurance, Insurance, Health Insurance, Brokers, Employee Benefits, Strategic Planning, Small Business, Customer Service, Sales, Account Management, Microsoft Excel, Process Improvement, Health Savings Accounts, Marketing, New Business Development, Retirement Planning, Team Building
Education
University of Scranton 2010 — 2012
MBA, Health Care Administration
DeSales University 2005 — 2009
Bachelors of Business Administration, Finance and Accounting
Highmark January 2013 - Present
Northeast & Lehigh Valley Association of Health Underwriters (NELVAHU) July 2011 - July 2013
Valley Preferred June 2009 - December 2012
The Hartford April 2003 - June 2009
American Express Financial Advisors April 2002 - April 2003
Skills
Disability Insurance, Insurance, Health Insurance, Brokers, Employee Benefits, Strategic Planning, Small Business, Customer Service, Sales, Account Management, Microsoft Excel, Process Improvement, Health Savings Accounts, Marketing, New Business Development, Retirement Planning, Team Building
Education
University of Scranton 2010 — 2012
MBA, Health Care Administration
DeSales University 2005 — 2009
Bachelors of Business Administration, Finance and Accounting
Jared Kensky Jared Kensky's American Express Financial Advisors Experience January 2004 - July 2005
Job Director of Operations
Industry Events Services
Experience
Foodies Catering June 2012 - Present
iQor May 2008 - June 2012
BB&T July 2005 - November 2007
American Express Financial Advisors January 2004 - July 2005
Skills
Sales, Management, Customer Retention, Business Development, Marketing, Leadership, Manage Client..., Customer Service, Customer Satisfaction, Strategic Planning, Process Improvement, Team Building, Coaching, Training, Operations Management, Project Management, Cold Calling, Employee Benefits, CRM, Manage client..., Sales Process, Call Centers, Microsoft Excel, Financial Analysis, Finance, Personal Financial..., Insurance, Retirement Planning, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Call Center
Education
College of Charleston 1999 — 2003
Bachelor's degree, Corporate Communications
Foodies Catering June 2012 - Present
iQor May 2008 - June 2012
BB&T July 2005 - November 2007
American Express Financial Advisors January 2004 - July 2005
Skills
Sales, Management, Customer Retention, Business Development, Marketing, Leadership, Manage Client..., Customer Service, Customer Satisfaction, Strategic Planning, Process Improvement, Team Building, Coaching, Training, Operations Management, Project Management, Cold Calling, Employee Benefits, CRM, Manage client..., Sales Process, Call Centers, Microsoft Excel, Financial Analysis, Finance, Personal Financial..., Insurance, Retirement Planning, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Call Center
Education
College of Charleston 1999 — 2003
Bachelor's degree, Corporate Communications
Octavian Maianu Octavian Maianu's American Express Financial Advisors Experience October 2003 - March 2004
Job Director, IS Communications & Marketing
Industry Higher Education
Experience
Kent State University January 2015 - Present
Principle Estate Services, LLC April 2006 - Present
Kent State University February 2012 - January 2015
STRIVE Preparatory Schools July 2010 - January 2011
Page Unified School District July 2008 - June 2010
JP Morgan Chase July 2004 - July 2008
American Express Financial Advisors October 2003 - March 2004
Lifetime Fitness January 2003 - September 2003
Skills
Higher Education, Student Affairs, Career Counseling, Academic Advising, Teaching, Coaching, Resume Writing, Student Financial Aid, Academia, Curriculum Design, Student Engagement, Student Recruiting, Microsoft Office, Higher Education..., Enrollment Management, Adult Education, Career Development, Student Development, Financial Analysis, Educational Technology, Cultural Awareness, Strategic Enrollment..., Career Advising, Financial Aid, Student Retention, Student Recruitment, Education Program..., Strategic Planning, Higher Education..., Study Abroad Programs, Financial Aid..., Admissions Counseling, College Teaching, Employment Law, Strategic Financial..., Staff Development, Internationalization, Student Services, Financial Planning, First Year Experience, Developmental Education, Grievance Arbitrations, Intercultural...
Education
Kent State University 2012 — 2016
Doctor of Philosophy (Ph.D.)
Kent State University 2012 — 2014
Certificate
Kent State University 2012 — 2014
Certificate
The Ohio State University 2005 — 2006
Master of Arts
North Dakota State University 1998 — 2002
Bachelor of Science
Hanzehogeschool Groningen 2002 — 2002
Drake University 1997 — 1998
Kent State University January 2015 - Present
Principle Estate Services, LLC April 2006 - Present
Kent State University February 2012 - January 2015
STRIVE Preparatory Schools July 2010 - January 2011
Page Unified School District July 2008 - June 2010
JP Morgan Chase July 2004 - July 2008
American Express Financial Advisors October 2003 - March 2004
Lifetime Fitness January 2003 - September 2003
Skills
Higher Education, Student Affairs, Career Counseling, Academic Advising, Teaching, Coaching, Resume Writing, Student Financial Aid, Academia, Curriculum Design, Student Engagement, Student Recruiting, Microsoft Office, Higher Education..., Enrollment Management, Adult Education, Career Development, Student Development, Financial Analysis, Educational Technology, Cultural Awareness, Strategic Enrollment..., Career Advising, Financial Aid, Student Retention, Student Recruitment, Education Program..., Strategic Planning, Higher Education..., Study Abroad Programs, Financial Aid..., Admissions Counseling, College Teaching, Employment Law, Strategic Financial..., Staff Development, Internationalization, Student Services, Financial Planning, First Year Experience, Developmental Education, Grievance Arbitrations, Intercultural...
Education
Kent State University 2012 — 2016
Doctor of Philosophy (Ph.D.)
Kent State University 2012 — 2014
Certificate
Kent State University 2012 — 2014
Certificate
The Ohio State University 2005 — 2006
Master of Arts
North Dakota State University 1998 — 2002
Bachelor of Science
Hanzehogeschool Groningen 2002 — 2002
Drake University 1997 — 1998
Steve Fox (CRPC) Steve Fox (CRPC)'s American Express Financial Advisors Experience 1999 - 2003
Job General Manager/Senior Vice President Business Development Financial Advisor for Heritage Wealth Advisors
Industry Financial Services
Experience
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
Heritage Wealth Advisors - Ameriprise Financial Services Inc.) July 2013 - Present
Ameriprise Financial 2010 - 2012
BankCard Services Worldwide 2009 - 2010
Ameriprise Financial Services, Inc. -- Wings Financial 2006 - 2009
Ameriprise Financial Services, Inc. 2003 - 2006
American Express Financial Advisors 1999 - 2003
Skills
Coaching, Strategy, Leadership, Program Management, Marketing, Relationship Management, Retirement Planning, Financial Services, Investments, Cross-functional Team..., Management, Training, Business Development, Mergers & Acquisitions, Change Management, Sales, Trusted Business Partner
Education
Concordia College 1976 — 1979
Bachelor of Arts (B.A.), Major - Business Administration and Management Second Major - Communications / Public Relations
Concordia College 1975 — 1979
Business Administration, Communications, Business
College for Financial Planning
CRPC
Peter J. Calin Peter J. Calin's American Express Financial Advisors Experience December 2002 - May 2003
Job Helping protect individuals & businesses from catastrophic illness, through insurance & yoga/pilates wellness practices.
Industry Financial Services
Experience
various South Florida locations January 2010 - Present
wHealthCare Insurance Solutions January 2009 - Present
Phoenix Life Insurance Company December 2007 - June 2009
WealthCare Insurance Solutions December 2005 - November 2007
AXA Advisors June 2003 - November 2005
Charter School Solutions December 2000 - June 2003
American Express Financial Advisors December 2002 - May 2003
Charter Schools USA June 1999 - November 2000
Barry University September 1996 - May 1999
Calin Tellez Consulting June 1996 - May 1999
Education
St. Thomas University School of Law 2009 — 2010
Master of Laws, Intercultural Human Rights
Cornell Law School 1975 — 1979
Juris Doctor & Master in Business Administration, Joint Law and Graduate Business Program
Temple University 1972 — 1975
BA, Liberal Arts - Hispanic Studies
University of Michigan 1970 — 1972
Liberal Arts
John F. Kennedy High School 1968 — 1970
College Prep, Honors
various South Florida locations January 2010 - Present
wHealthCare Insurance Solutions January 2009 - Present
Phoenix Life Insurance Company December 2007 - June 2009
WealthCare Insurance Solutions December 2005 - November 2007
AXA Advisors June 2003 - November 2005
Charter School Solutions December 2000 - June 2003
American Express Financial Advisors December 2002 - May 2003
Charter Schools USA June 1999 - November 2000
Barry University September 1996 - May 1999
Calin Tellez Consulting June 1996 - May 1999
Education
St. Thomas University School of Law 2009 — 2010
Master of Laws, Intercultural Human Rights
Cornell Law School 1975 — 1979
Juris Doctor & Master in Business Administration, Joint Law and Graduate Business Program
Temple University 1972 — 1975
BA, Liberal Arts - Hispanic Studies
University of Michigan 1970 — 1972
Liberal Arts
John F. Kennedy High School 1968 — 1970
College Prep, Honors
Phil Simonides, CFP's American Express Financial Advisors Experience July 1990 - September 1999
Job Group Vice President at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners February 2011 - October 2014
Ameriprise Financial Services, Inc. March 2009 - February 2011
Ameriprise Financial Services, Inc. September 1999 - March 2009
American Express Financial Advisors July 1990 - September 1999
Skills
Retirement Planning, Tax Planning, Leadership, Retirement, Finance, Wealth Management, Investments, Financial Services, Financial Planning, Mutual Funds, Management
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
Middlebury College 1983 — 1987
BA, Economics
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners February 2011 - October 2014
Ameriprise Financial Services, Inc. March 2009 - February 2011
Ameriprise Financial Services, Inc. September 1999 - March 2009
American Express Financial Advisors July 1990 - September 1999
Skills
Retirement Planning, Tax Planning, Leadership, Retirement, Finance, Wealth Management, Investments, Financial Services, Financial Planning, Mutual Funds, Management
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
Middlebury College 1983 — 1987
BA, Economics
David Hackney, CFA, AMP David Hackney, CFA, AMP's American Express Financial Advisors Experience 2003 - 2005
Job Risk Management/Portfolio Management
Industry Investment Management
Experience
Federal Home Loan Bank of Dallas 2009 - Present
Freddie Mac 2005 - 2008
American Express Financial Advisors 2003 - 2005
Asset Allocation and Management Company 2002 - 2003
Advantus Capital 1998 - 2003
Access Financial Lending Corporation 1997 - 1998
ReliaStar Inc. 1989 - 1997
Skills
Financial Analysis, Portfolio Management, Risk Management, Valuation, Trading, ABS, MBS, Structured Products, Loans, Securities, Financial Modeling, Capital Markets, Investments
Education
Drake University 1990 — 1992
MBA, Finance and Management
Iowa State University - College of Business 1982 — 1986
BBA, Marketing
Federal Home Loan Bank of Dallas 2009 - Present
Freddie Mac 2005 - 2008
American Express Financial Advisors 2003 - 2005
Asset Allocation and Management Company 2002 - 2003
Advantus Capital 1998 - 2003
Access Financial Lending Corporation 1997 - 1998
ReliaStar Inc. 1989 - 1997
Skills
Financial Analysis, Portfolio Management, Risk Management, Valuation, Trading, ABS, MBS, Structured Products, Loans, Securities, Financial Modeling, Capital Markets, Investments
Education
Drake University 1990 — 1992
MBA, Finance and Management
Iowa State University - College of Business 1982 — 1986
BBA, Marketing
Chad Kulzer Chad Kulzer's American Express Financial Advisors Experience November 1999 - January 2004
Job Financial Advisor at Kulzer Financial
Industry Financial Services
Experience
Kulzer Financial January 2013 - Present
Questar Capital / Allianz Life October 2012 - Present
Questar Capital / Allianz Life February 2005 - October 2012
RSM McGladrey February 2004 - February 2005
American Express Financial Advisors November 1999 - January 2004
US Army 1988 - 1996
Education
The University of North Dakota 1996 — 1999
BBA
Creighton University 1989 — 1991
Kulzer Financial January 2013 - Present
Questar Capital / Allianz Life October 2012 - Present
Questar Capital / Allianz Life February 2005 - October 2012
RSM McGladrey February 2004 - February 2005
American Express Financial Advisors November 1999 - January 2004
US Army 1988 - 1996
Education
The University of North Dakota 1996 — 1999
BBA
Creighton University 1989 — 1991
Brian Silverwood Brian Silverwood's American Express Financial Advisors Experience 2000 - 2000
Job IT Engineer and Administrator
Industry Information Technology and Services
Experience
Synchronoss Technologies August 2014 - Present
Viddler February 2013 - June 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2013
Bayer April 2012 - June 2012
TruePosition June 2006 - September 2011
Honeywell Federal Credit Union January 2002 - January 2006
VERITAS Software 2001 - 2002
American Express Financial Advisors 2000 - 2000
Cypress Semiconductor 1999 - 2000
US Navy 1994 - 1998
Skills
Information Security, AIX, Linux, Unix, IT Management, Windows, Operating Systems, Hardware, Networking, Servers, TCP/IP, Windows Server, Virtualization, Troubleshooting, Disaster Recovery, Project Management, System Administration, Security, Network Administration, Technical Support, Cloud Computing, Solaris, Software Installation, Information Technology, Enterprise Software, DNS, IIS, VMware, Wireless Networking, Management, Network Security, Wireless, Vendor Management, Apache, IP, Red Hat Linux, Computer Hardware, LAN-WAN, Storage, Bash, Leadership, Shell Scripting, VPN, System Deployment, Data Center, Enterprise Architecture, Testing, Software Documentation, Network Design
Education
Concordia University-St. Paul 2004 — 2005
MAOM, Business, Systems Theory
Almeda College 2001 — 2001
Bachelors of Science, Information Systems
Owens Community College 1993 — 1994
Computer Electronics
Synchronoss Technologies August 2014 - Present
Viddler February 2013 - June 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2013
Bayer April 2012 - June 2012
TruePosition June 2006 - September 2011
Honeywell Federal Credit Union January 2002 - January 2006
VERITAS Software 2001 - 2002
American Express Financial Advisors 2000 - 2000
Cypress Semiconductor 1999 - 2000
US Navy 1994 - 1998
Skills
Information Security, AIX, Linux, Unix, IT Management, Windows, Operating Systems, Hardware, Networking, Servers, TCP/IP, Windows Server, Virtualization, Troubleshooting, Disaster Recovery, Project Management, System Administration, Security, Network Administration, Technical Support, Cloud Computing, Solaris, Software Installation, Information Technology, Enterprise Software, DNS, IIS, VMware, Wireless Networking, Management, Network Security, Wireless, Vendor Management, Apache, IP, Red Hat Linux, Computer Hardware, LAN-WAN, Storage, Bash, Leadership, Shell Scripting, VPN, System Deployment, Data Center, Enterprise Architecture, Testing, Software Documentation, Network Design
Education
Concordia University-St. Paul 2004 — 2005
MAOM, Business, Systems Theory
Almeda College 2001 — 2001
Bachelors of Science, Information Systems
Owens Community College 1993 — 1994
Computer Electronics
John McCune CFP®'s American Express Financial Advisors Experience August 1997 - July 2005
Job CERTIFIED FINANICAL PLANNER™ Professional at Gulfstream Financial Group
Industry Investment Management
Experience
Gulfstream Financial Group July 2005 - Present
American Express Financial Advisors August 1997 - July 2005
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Massachusetts Maritime Academy 1986 — 1990
Marine Engineering, Engineering
Gulfstream Financial Group July 2005 - Present
American Express Financial Advisors August 1997 - July 2005
Education
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Massachusetts Maritime Academy 1986 — 1990
Marine Engineering, Engineering
Dana Husemoen Dana Husemoen's American Express Financial Advisors Experience January 2000 - August 2001
Job Senior Project Manager, Consumer and Customer Experience UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial August 2001 - December 2010
American Express Financial Advisors January 2000 - August 2001
American Express Financial Advisors April 1997 - December 1999
American Express Financial Advisors January 1990 - April 1997
Skills
Strategic Planning, Sales Enablement, Program Management, Leadership, Project Management, Management, Team Leadership, Training, Cross-functional Team..., Sales Operations, Process Improvement, Vendor Management, Change Management, Business Process..., Salesforce.com, Strategy, Strategic Financial..., Insurance, Marketing, Account Management, Consulting
Education
University of Saint Thomas - School of Business 1990 — 2009
MBC, Business Communications
Concordia College 1985 — 1989
BA, Mass Media Communications & English Writing
David Brounley, CFP®, ChFC, AIF®, AAMS®, CRPS David Brounley, CFP®, ChFC, AIF®, AAMS®, CRPS's American Express Financial Advisors Experience May 1983 - May 1997
Job Senior Vice President at LPL Retirement Partners
Industry Financial Services
Experience
LPL Retirement Partners March 2012 - Present
Gitterman & Associates Wealth Management LLC August 2009 - March 2012
GuidedChoice August 2009 - August 2010
ING Financial Advisers, LLC May 1997 - August 2009
American Express Financial Advisors May 1983 - May 1997
Skills
Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Series 63, Financial Advisory, Uniform Combined State..., Wealth Management..., Financial Services, Retirement Plan..., Qualified Retirement..., Investments, Pensions, Securities, Asset Allocation, FINRA, Series 6, Alternative Investments, Investment Management, Series 65, Series 24
Education
DePauw University 1979 — 1983
BA, Economics
DePauw University 1979 — 1983
Bachelor of Arts (B.A.), Economics
LPL Retirement Partners March 2012 - Present
Gitterman & Associates Wealth Management LLC August 2009 - March 2012
GuidedChoice August 2009 - August 2010
ING Financial Advisers, LLC May 1997 - August 2009
American Express Financial Advisors May 1983 - May 1997
Skills
Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Series 63, Financial Advisory, Uniform Combined State..., Wealth Management..., Financial Services, Retirement Plan..., Qualified Retirement..., Investments, Pensions, Securities, Asset Allocation, FINRA, Series 6, Alternative Investments, Investment Management, Series 65, Series 24
Education
DePauw University 1979 — 1983
BA, Economics
DePauw University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Scott Howard Scott Howard's American Express Financial Advisors Experience January 2002 - January 2006
Job Mutual Funds at Mairs & Power Investment Counsel
Industry Financial Services
Experience
Mairs & Power - Investment Counsel October 2011 - Present
Ameriprise Financial January 2006 - January 2012
American Express Financial Advisors January 2002 - January 2006
American Express Financial Advisors January 1998 - January 2002
Skills
Project Management, Finance, Integration, Leadership, Program Management, Management, Analytics, Mutual Funds, Hedge Funds, Marketing, Investments, Financial Services, Fund Administration, Portfolio Management, Relationship Management, Asset Management, Financial Analysis, Risk Management
Education
Concordia College 1979 — 1983
BS, Accounting and Communications
Mairs & Power - Investment Counsel October 2011 - Present
Ameriprise Financial January 2006 - January 2012
American Express Financial Advisors January 2002 - January 2006
American Express Financial Advisors January 1998 - January 2002
Skills
Project Management, Finance, Integration, Leadership, Program Management, Management, Analytics, Mutual Funds, Hedge Funds, Marketing, Investments, Financial Services, Fund Administration, Portfolio Management, Relationship Management, Asset Management, Financial Analysis, Risk Management
Education
Concordia College 1979 — 1983
BS, Accounting and Communications
James P. Saeger James P. Saeger's American Express Financial Advisors Experience 2004 - 2005
Job Director at IHS Emerging Energy Research
Industry Renewables & Environment
Experience
IHS Energy (formerly Emerging Energy Research) 2012 - Present
IHS Energy (formerly Emerging Energy Research) 2010 - 2012
Emerging Energy Research (acquired by IHS) 2009 - 2010
RiverSource Investments (formerly American Express Financial Advisors) 2005 - 2008
American Express Financial Advisors 2004 - 2005
Vassar College 1996 - 2004
Massachusetts Institute of Technology 1994 - 1995
University of Pennsylvania 1989 - 1995
Education
CFA Institute
Chartered Financial Analyst (CFA)
University of Pennsylvania 1988 — 1996
MA, PhD
Dartmouth College 1983 — 1987
AB
IHS Energy (formerly Emerging Energy Research) 2012 - Present
IHS Energy (formerly Emerging Energy Research) 2010 - 2012
Emerging Energy Research (acquired by IHS) 2009 - 2010
RiverSource Investments (formerly American Express Financial Advisors) 2005 - 2008
American Express Financial Advisors 2004 - 2005
Vassar College 1996 - 2004
Massachusetts Institute of Technology 1994 - 1995
University of Pennsylvania 1989 - 1995
Education
CFA Institute
Chartered Financial Analyst (CFA)
University of Pennsylvania 1988 — 1996
MA, PhD
Dartmouth College 1983 — 1987
AB
Nadine Schaefbauer Nadine Schaefbauer's American Express Financial Advisors Experience December 1995 - February 1997
Job Business Analyst/ IT Support at Well Read Mom
Industry Information Technology and Services
Experience
Well Read Mom July 2014 - Present
The Willow Group March 2011 - November 2013
Keith Schaefbauer Builders February 2002 - March 2011
Great Lakes Higher Education Corporation February 1997 - July 2002
American Express Financial Advisors December 1995 - February 1997
Minnesota State Treasurer's Office August 1996 - September 1996
People Serving People, Inc June 1996 - August 1996
Oak Systems November 1995 - August 1996
Our Own Hardware Company/Lumbermans February 1995 - November 1995
Burlington Northern Railroad June 1995 - August 1995
Skills
SQL, Wordperfect, Assembler, Inventory, Microsoft Excel, Insurance, Finance, ISPF, Invoicing, Customer Service, Accounting, Data Entry, Marketing, Paradox, SPF, Business Analysis, Access, Visio, SharePoint, Project Management, MS Project
Education
DeVry Institute of Technology 1982 — 1985
Bachelor of Science, Computer Information Systems
Brainerd Senior High School, Brainerd, MN 1980 — 1982
General Studies
Well Read Mom July 2014 - Present
The Willow Group March 2011 - November 2013
Keith Schaefbauer Builders February 2002 - March 2011
Great Lakes Higher Education Corporation February 1997 - July 2002
American Express Financial Advisors December 1995 - February 1997
Minnesota State Treasurer's Office August 1996 - September 1996
People Serving People, Inc June 1996 - August 1996
Oak Systems November 1995 - August 1996
Our Own Hardware Company/Lumbermans February 1995 - November 1995
Burlington Northern Railroad June 1995 - August 1995
Skills
SQL, Wordperfect, Assembler, Inventory, Microsoft Excel, Insurance, Finance, ISPF, Invoicing, Customer Service, Accounting, Data Entry, Marketing, Paradox, SPF, Business Analysis, Access, Visio, SharePoint, Project Management, MS Project
Education
DeVry Institute of Technology 1982 — 1985
Bachelor of Science, Computer Information Systems
Brainerd Senior High School, Brainerd, MN 1980 — 1982
General Studies
Robert (Rob) Keane, MFinPlan, CSA Robert (Rob) Keane, MFinPlan, CSA's American Express Financial Advisors Experience June 2000 - September 2001
Job Business & Compliance Manager
Industry Financial Services
Experience
Equity Trust Company July 2013 - December 2014
Pinnacle Wealth Advisors, LLC July 2009 - July 2013
Legend Financial Group, Ltd. May 2002 - July 2009
American Express Financial Advisors June 2000 - September 2001
Fairbanks Scales December 1998 - December 1999
Joslyn Hi-Voltage 1996 - 1998
Clarklift of Cleveland 1989 - 1991
Gould Recording Systems Division 1977 - 1984
Skills
Financial Advisory, Investment Advisory, Financial Planning, Annuities, Equities, Insurance, Investments, Mutual Funds, Securities, Asset Management, Portfolio Management, Wealth Management, Compliance Audits, Compliance, Auditing, Due Diligence, ISO standards, Notary Public, Real Estate Agent..., Real Estate Broker..., Troubleshooting, Risk Management, Contract Negotiation, Customer Service, Customer Relations, Problem Solving, Analysis, Strategic Planning, Financial Analysis, Research, Process Improvement, Risk, Team Building, Financial Reporting, Team Leadership, Coaching, Sales Management, Policy, Administration, Microsoft Office, Access, Excel, Word, Outlook, PowerPoint, System Administration, Fixed Annuities, Strategic Financial..., Business Development, Software Documentation
Education
David N. Myers University 2004 — 2005
Masters Degree, Financial Planning, 3.49
David N. Myers University 1984 — 2000
Bachelors Degree, Business Management, 3.74
Electronic Technology Institute 1975 — 1977
ASEE, Electronic Engineering
John Marshall 1972 — 1975
Equity Trust Company July 2013 - December 2014
Pinnacle Wealth Advisors, LLC July 2009 - July 2013
Legend Financial Group, Ltd. May 2002 - July 2009
American Express Financial Advisors June 2000 - September 2001
Fairbanks Scales December 1998 - December 1999
Joslyn Hi-Voltage 1996 - 1998
Clarklift of Cleveland 1989 - 1991
Gould Recording Systems Division 1977 - 1984
Skills
Financial Advisory, Investment Advisory, Financial Planning, Annuities, Equities, Insurance, Investments, Mutual Funds, Securities, Asset Management, Portfolio Management, Wealth Management, Compliance Audits, Compliance, Auditing, Due Diligence, ISO standards, Notary Public, Real Estate Agent..., Real Estate Broker..., Troubleshooting, Risk Management, Contract Negotiation, Customer Service, Customer Relations, Problem Solving, Analysis, Strategic Planning, Financial Analysis, Research, Process Improvement, Risk, Team Building, Financial Reporting, Team Leadership, Coaching, Sales Management, Policy, Administration, Microsoft Office, Access, Excel, Word, Outlook, PowerPoint, System Administration, Fixed Annuities, Strategic Financial..., Business Development, Software Documentation
Education
David N. Myers University 2004 — 2005
Masters Degree, Financial Planning, 3.49
David N. Myers University 1984 — 2000
Bachelors Degree, Business Management, 3.74
Electronic Technology Institute 1975 — 1977
ASEE, Electronic Engineering
John Marshall 1972 — 1975
Joellen Stade , Your Design Company LLC Joellen Stade , Your Design Company LLC's American Express Financial Advisors Experience 1994 - 1996
Job Principal | Interior Designer
Industry Architecture & Planning
Experience
Your Design Company LLC August 2001 - Present
American Express Financial Advisors 1994 - 1996
US Bank April 1991 - October 1994
Skills
AutoCAD, Interior Design, Space Planning, Project Manangement, Retail Bank Design, Restaurant Design, Interior Architecture, Granite Overlay Refresh..., Quickbooks, Elevator Modification..., Space Managment &..., Small Business -..., Retail Bank - Drive Up..., Space-planning, Project Management, Finish Selections, Submittals, Revit, Residential Homes, Architectural Drawings, Renovation, Architectural Design, Restaurants, Floor Plans, Sketching, Residential Design, Design Research, Rendering, Space planning
Education
Dunwoody College of Technology 1991 — 1991
Certificate, AutoCAD Drafting
Dakota County Technical College 1979 — 1981
Interior Design, Interior Design & Sales
Dakota County Technical College 1979 — 1981
Interior Design, Interior Design
Your Design Company LLC August 2001 - Present
American Express Financial Advisors 1994 - 1996
US Bank April 1991 - October 1994
Skills
AutoCAD, Interior Design, Space Planning, Project Manangement, Retail Bank Design, Restaurant Design, Interior Architecture, Granite Overlay Refresh..., Quickbooks, Elevator Modification..., Space Managment &..., Small Business -..., Retail Bank - Drive Up..., Space-planning, Project Management, Finish Selections, Submittals, Revit, Residential Homes, Architectural Drawings, Renovation, Architectural Design, Restaurants, Floor Plans, Sketching, Residential Design, Design Research, Rendering, Space planning
Education
Dunwoody College of Technology 1991 — 1991
Certificate, AutoCAD Drafting
Dakota County Technical College 1979 — 1981
Interior Design, Interior Design & Sales
Dakota County Technical College 1979 — 1981
Interior Design, Interior Design
Patrick Pfahl Patrick Pfahl's American Express Financial Advisors Experience April 1987 - May 1991
Job Wealth Management Director at McGladrey
Industry Financial Services
Experience
McGladrey September 2011 - Present
Blue Water Capital Advisors August 2010 - September 2011
Rotary Club 25 2011 - 2011
Hartland Wind Farm 2008 - 2011
Catfish Parlour 1998 - 2011
AIG VALIC 1991 - 2006
American Express Financial Advisors April 1987 - May 1991
CHS, Inc October 1983 - March 1987
Education
College for Financial Planning 1992 — 1997
University of St. Thomas - Opus College of Business 1984 — 1986
MBA, Business/Finance
The College of St. Scholastica 1979 — 1983
BA, Management
Lincoln
McGladrey September 2011 - Present
Blue Water Capital Advisors August 2010 - September 2011
Rotary Club 25 2011 - 2011
Hartland Wind Farm 2008 - 2011
Catfish Parlour 1998 - 2011
AIG VALIC 1991 - 2006
American Express Financial Advisors April 1987 - May 1991
CHS, Inc October 1983 - March 1987
Education
College for Financial Planning 1992 — 1997
University of St. Thomas - Opus College of Business 1984 — 1986
MBA, Business/Finance
The College of St. Scholastica 1979 — 1983
BA, Management
Lincoln
Chris Piatt Chris Piatt's American Express Financial Advisors Experience August 2000 - September 2001
Job Law Firm Consultant at Thomson Reuters Westlaw OK, TX, LA
Industry Legal Services
Experience
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Daniel Sigman, MBA, CFP® Daniel Sigman, MBA, CFP®'s American Express Financial Advisors Experience May 2002 - May 2004
Job Financial Advisor at Focus Retirement Group, Inc.
Industry Financial Services
Experience
SagePoint Financial March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
New England Securities July 2010 - March 2012
Ameriprise Financial Services, Inc. May 2005 - July 2010
Citicorp Investment Services May 2004 - May 2005
American Express Financial Advisors May 2002 - May 2004
Skills
Retirement, Securities, Retirement Planning, Wealth Management, Employee Benefits, Series 7, Wealth, Estate Planning, Personal Finance, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, International Business, Entrepreneurship
Illinois State University 1983 — 1987
BA, Communications, English
SagePoint Financial March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
Focus Retirement Group, Inc. March 2012 - Present
New England Securities July 2010 - March 2012
Ameriprise Financial Services, Inc. May 2005 - July 2010
Citicorp Investment Services May 2004 - May 2005
American Express Financial Advisors May 2002 - May 2004
Skills
Retirement, Securities, Retirement Planning, Wealth Management, Employee Benefits, Series 7, Wealth, Estate Planning, Personal Finance, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, International Business, Entrepreneurship
Illinois State University 1983 — 1987
BA, Communications, English
Rich Urban Rich Urban's American Express Financial Advisors Experience 1998 - 2007
Job IT Consulting Professional and President, IFX Forum, Inc.
Industry Computer Software
Experience
IFX Forum, Inc. 1998 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Thrivent Financial for Lutherans 2008 - 2009
Genesis10 2007 - 2009
American Express Financial Advisors 1998 - 2007
Group1 Software, TriSense Software June 1998 - July 2003
Open Systems, Inc 1981 - 1988
Skills
Enterprise Architecture, Architecture, Data Warehousing, Project Management, Data Modeling, Application Architecture, Business Analysis, SDLC, IT Strategy, Integration, Software Development, Requirements Analysis, Agile Methodologies, Database Design, Program Management, Software Project..., Process Improvement
Education
Diablo Valley College 1977 — 1978
Michigan Technological University 1970 — 1971
Mathematics
IFX Forum, Inc. 1998 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Thrivent Financial for Lutherans 2008 - 2009
Genesis10 2007 - 2009
American Express Financial Advisors 1998 - 2007
Group1 Software, TriSense Software June 1998 - July 2003
Open Systems, Inc 1981 - 1988
Skills
Enterprise Architecture, Architecture, Data Warehousing, Project Management, Data Modeling, Application Architecture, Business Analysis, SDLC, IT Strategy, Integration, Software Development, Requirements Analysis, Agile Methodologies, Database Design, Program Management, Software Project..., Process Improvement
Education
Diablo Valley College 1977 — 1978
Michigan Technological University 1970 — 1971
Mathematics
Dick Griffis, RFC Dick Griffis, RFC's American Express Financial Advisors Experience June 1984 - June 1987
Job Registered Financial Consultant | Series 63 & 65 | Life & Health Ins Lic | P&C Ins Lic | Independent Unbiased Advice
Industry Financial Services
Experience
South Georgia Financial Services, Inc October 1994 - Present
The Masters Institute July 2014 - Present
Griffis & Associates June 1987 - September 1994
American Express Financial Advisors June 1984 - June 1987
Griffis & Associates April 1981 - May 1984
State Farm Agent October 1976 - March 1981
MetLife August 1970 - September 1976
Pan American Airways August 1956 - September 1968
Skills
Small Business, Insurance, Entrepreneurship, Marketing, Investments, New Business Development, Strategic Planning, Leadership, Portfolio Management, Financial Advisory, Wealth, Wealth Management, Life Insurance, Retirement Planning, Retirement
Education
Daytona State College 1967 — 1968
South Georgia Financial Services, Inc October 1994 - Present
The Masters Institute July 2014 - Present
Griffis & Associates June 1987 - September 1994
American Express Financial Advisors June 1984 - June 1987
Griffis & Associates April 1981 - May 1984
State Farm Agent October 1976 - March 1981
MetLife August 1970 - September 1976
Pan American Airways August 1956 - September 1968
Skills
Small Business, Insurance, Entrepreneurship, Marketing, Investments, New Business Development, Strategic Planning, Leadership, Portfolio Management, Financial Advisory, Wealth, Wealth Management, Life Insurance, Retirement Planning, Retirement
Education
Daytona State College 1967 — 1968
Logan R. Handibode, MBA, MSHR Logan R. Handibode, MBA, MSHR's American Express Financial Advisors Experience June 2003 - February 2004
Job Supervisor Human Resources
Industry Human Resources
Experience
Kirkland & Ellis LLP October 2013 - Present
Kirkland & Ellis LLP January 2010 - October 2013
Kirkland & Ellis LLP November 2008 - January 2010
Kirkland & Ellis Legal Assistant Program April 2007 - November 2008
Corporate Real Estate Project Assistant at Kirkland & Ellis LLP February 2006 - April 2007
Kirkland & Ellis LLP March 2004 - February 2006
American Express Financial Advisors June 2003 - February 2004
Skills
Due Diligence, Mergers, Recruiting, Policy, Outlook, Insurance, Financial Analysis, Investments, Financial Modeling, Valuation, Microsoft Excel, Leadership, PowerPoint, Finance, Private Equity, Research, Risk Management, Mergers & Acquisitions, Training, Human Resources
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MSHR, Master of Science in Human Resources (MSHR)
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Double major: 1) Finance, 2) Human Resource Management
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
B.B.A., Finance
Kirkland & Ellis LLP October 2013 - Present
Kirkland & Ellis LLP January 2010 - October 2013
Kirkland & Ellis LLP November 2008 - January 2010
Kirkland & Ellis Legal Assistant Program April 2007 - November 2008
Corporate Real Estate Project Assistant at Kirkland & Ellis LLP February 2006 - April 2007
Kirkland & Ellis LLP March 2004 - February 2006
American Express Financial Advisors June 2003 - February 2004
Skills
Due Diligence, Mergers, Recruiting, Policy, Outlook, Insurance, Financial Analysis, Investments, Financial Modeling, Valuation, Microsoft Excel, Leadership, PowerPoint, Finance, Private Equity, Research, Risk Management, Mergers & Acquisitions, Training, Human Resources
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MSHR, Master of Science in Human Resources (MSHR)
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Double major: 1) Finance, 2) Human Resource Management
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
B.B.A., Finance
Maureen Wheaton's American Express Financial Advisors Experience 1981 - 1991
Job Human Resources Director | Business Partner Aligning People and Strategy for Results and Profitable Growth
Industry Human Resources
Experience
Cambria May 2014 - Present
Maureen Kelly Wheaton 2013 - 2014
Cretex Companies, Inc. 2005 - 2012
Liberty Diversified Industries 1999 - 2005
Grant Thornton 1993 - 1999
UnitedHealthcare 1991 - 1993
American Express Financial Advisors 1981 - 1991
Skills
Employee Relations, Employee Engagement, Change Management, Talent Management, Performance Management, Leadership Development, Organizational..., Succession Planning, Employee Benefits, Employment Law, Coaching, Labor Relations, HR Consulting, Human Resources, Management, Strategic Planning, Leadership, Organizational Design, Onboarding, Strategy, Personnel Management, Talent Acquisition, Management Consulting, Deferred Compensation, FMLA, Workplace Investigation, Total Rewards, HR Transformation, HR Department Start-up, HR Project Management, Strategic HR, People Processes, HRIS, HR Policies, Workforce Planning, Organizational..., Executive Pay, Employee Training, Compensation & Benefit, Benefits Administration, Compensation Structures, Career Development
Education
University of Minnesota - Carlson School of Management
MBA, Marketing & Finance
College of St. Benedict
BA, Economics & Business Administration
Cambria May 2014 - Present
Maureen Kelly Wheaton 2013 - 2014
Cretex Companies, Inc. 2005 - 2012
Liberty Diversified Industries 1999 - 2005
Grant Thornton 1993 - 1999
UnitedHealthcare 1991 - 1993
American Express Financial Advisors 1981 - 1991
Skills
Employee Relations, Employee Engagement, Change Management, Talent Management, Performance Management, Leadership Development, Organizational..., Succession Planning, Employee Benefits, Employment Law, Coaching, Labor Relations, HR Consulting, Human Resources, Management, Strategic Planning, Leadership, Organizational Design, Onboarding, Strategy, Personnel Management, Talent Acquisition, Management Consulting, Deferred Compensation, FMLA, Workplace Investigation, Total Rewards, HR Transformation, HR Department Start-up, HR Project Management, Strategic HR, People Processes, HRIS, HR Policies, Workforce Planning, Organizational..., Executive Pay, Employee Training, Compensation & Benefit, Benefits Administration, Compensation Structures, Career Development
Education
University of Minnesota - Carlson School of Management
MBA, Marketing & Finance
College of St. Benedict
BA, Economics & Business Administration
Andrew Band, CFP® Andrew Band, CFP®'s American Express Financial Advisors Experience 2001 - 2004
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Fidelity Investments November 2013 - Present
TD Ameritrade January 2007 - October 2013
IFMG Securities February 2006 - November 2006
Wells Fargo 2004 - 2006
American Express Financial Advisors 2001 - 2004
Education
Colorado State University
Carl M. Ostergaard, Jr. Carl M. Ostergaard, Jr.'s American Express Financial Advisors Experience March 2001 - November 2005
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
UBS Wealth Management August 2010 - Present
U.S. Air Force Reserve August 2001 - Present
Chase Investment Services Corp. November 2005 - August 2010
American Express Financial Advisors March 2001 - November 2005
Army National Guard October 1991 - October 2000
Skills
Series 7, Series 24, Series 63, Series 65, Insurance Planning, Annuities, Retirement Planning, Financial Planning, Notary Public, Financial Planners, Retirement, Strategic Financial..., Uniform Combined State..., Accident, Fixed Annuities, Military
Education
Fairleigh Dickinson University
BA, Political Science
Community College of the Air Force
AS, Transportation
County College of Morris
AA, Social Science
Ann Wasik Ann Wasik's American Express Financial Advisors Experience September 1996 - August 2000
Job Strategic communications, public relations and marketing professional
Industry Public Relations and Communications
Experience
University of Minnesota May 2015 - Present
RBC Wealth Management January 2012 - December 2014
Ann Wasik Communications February 2009 - December 2011
University of St. Thomas February 2009 - September 2009
Ameriprise Financial (formerly American Express Financial Advisors) February 2007 - February 2009
Ameriprise Financial (formerly American Express Financial Advisors) August 2000 - February 2007
American Express Financial Advisors September 1996 - August 2000
Skills
Strategic Planning, Creative Campaign..., Thought Leadership, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Media Skills Training, Corporate Communications, Internal Communications, Social Media, Marketing, Executive..., Executive Coaching, Team Building, Leadership, Editing, Brand Management, Newsletters, Reputation Management, Program Management, Social Media Marketing, Event Management, Digital Strategy, Brand Development, Speech Writing, Social Networking, Marketing Management, Strategic Thinking, Influencer Marketing, Marketing Strategy, Research, Crisis Communications, Digital Marketing, Problem Solving, Blogging, Strategy, Press Releases
Education
Drake University
B.A., Journalism & Mass Communications
University of Saint Thomas - School of Business
MBA, Marketing
University of Minnesota May 2015 - Present
RBC Wealth Management January 2012 - December 2014
Ann Wasik Communications February 2009 - December 2011
University of St. Thomas February 2009 - September 2009
Ameriprise Financial (formerly American Express Financial Advisors) February 2007 - February 2009
Ameriprise Financial (formerly American Express Financial Advisors) August 2000 - February 2007
American Express Financial Advisors September 1996 - August 2000
Skills
Strategic Planning, Creative Campaign..., Thought Leadership, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Media Skills Training, Corporate Communications, Internal Communications, Social Media, Marketing, Executive..., Executive Coaching, Team Building, Leadership, Editing, Brand Management, Newsletters, Reputation Management, Program Management, Social Media Marketing, Event Management, Digital Strategy, Brand Development, Speech Writing, Social Networking, Marketing Management, Strategic Thinking, Influencer Marketing, Marketing Strategy, Research, Crisis Communications, Digital Marketing, Problem Solving, Blogging, Strategy, Press Releases
Education
Drake University
B.A., Journalism & Mass Communications
University of Saint Thomas - School of Business
MBA, Marketing
Chad J. Williams, CFP® Chad J. Williams, CFP®'s American Express Financial Advisors Experience June 2000 - June 2002
Job Financial Planner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors June 2002 - Present
American Express Financial Advisors June 2000 - June 2002
American Express Financial Advisors June 1998 - May 2000
Education
Dallas Baptist University
Ameriprise Financial Advisors June 2002 - Present
American Express Financial Advisors June 2000 - June 2002
American Express Financial Advisors June 1998 - May 2000
Education
Dallas Baptist University
Michelle Ranelle-Smedsrud Michelle Ranelle-Smedsrud's American Express Financial Advisors Experience March 2002 - August 2005
Job Director Internal Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Margaret Vergeyle Margaret Vergeyle's American Express Financial Advisors Experience 1995 - 1999
Job VP of Marketing at Mello Smello
Industry Consumer Goods
Experience
Mello Smello January 2001 - Present
Deluxe Corporation September 1999 - January 2001
American Express Financial Advisors 1995 - 1999
IVI Publishing 1993 - 1995
Block Drug 1988 - 1992
Skills
Product Development, Product Management, Marketing Strategy, New Business Development, Product Marketing, Marketing, Strategy, Leadership, Management, Advertising, Strategic Planning, Cross-functional Team..., Market Research, CPSIA, Product Spokesperson, Licensing, Consumer Products, Direct Mail, Sales Management, Competitive Analysis, Account Management, Marketing Communications, Customer Insight, Segmentation, Packaging, Brand Development, Business Strategy, Trade Shows, B2B
Education
Dartmouth College
AB, Math
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing
Mello Smello January 2001 - Present
Deluxe Corporation September 1999 - January 2001
American Express Financial Advisors 1995 - 1999
IVI Publishing 1993 - 1995
Block Drug 1988 - 1992
Skills
Product Development, Product Management, Marketing Strategy, New Business Development, Product Marketing, Marketing, Strategy, Leadership, Management, Advertising, Strategic Planning, Cross-functional Team..., Market Research, CPSIA, Product Spokesperson, Licensing, Consumer Products, Direct Mail, Sales Management, Competitive Analysis, Account Management, Marketing Communications, Customer Insight, Segmentation, Packaging, Brand Development, Business Strategy, Trade Shows, B2B
Education
Dartmouth College
AB, Math
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing
Rebecca Wagner, PMP Rebecca Wagner, PMP's American Express Financial Advisors Experience June 2001 - April 2002
Job Senior Manager, Sales Analytics at CDW
Industry Computer Software
Experience
CDW September 2010 - Present
Wells Fargo Financial June 2003 - September 2010
American Express Financial Advisors June 2001 - April 2002
Skills
Time Management, Negotiation, Sales Management, Team Building, Change Management, Project Management, Data Analysis, Sales Process, Presentations, Program Management, CRM, Sales, Training, Recruiting, Human Resources, Marketing
Education
DePaul University 1999 — 2003
Bachelor of Science, Finance
CDW September 2010 - Present
Wells Fargo Financial June 2003 - September 2010
American Express Financial Advisors June 2001 - April 2002
Skills
Time Management, Negotiation, Sales Management, Team Building, Change Management, Project Management, Data Analysis, Sales Process, Presentations, Program Management, CRM, Sales, Training, Recruiting, Human Resources, Marketing
Education
DePaul University 1999 — 2003
Bachelor of Science, Finance
Ryan Benson's American Express Financial Advisors Experience January 2001 - December 2003
Job Manager of Transfer Pricing Accounting at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2014 - Present
Thomson Reuters June 2012 - August 2014
Thomson Reuters November 2008 - June 2012
Ameriprise Financial July 2006 - November 2008
Ameriprise Financial January 2004 - June 2006
American Express Financial Advisors January 2001 - December 2003
Skills
Budgeting, Asset Management, Forecasting, SOX, Reporting & Analysis, Strategic Planning, Management, Budgets, Asset Managment, Strategic Financial..., Financial Planning, Strategy, Financial Analysis, Accounting, Analysis
Education
Concordia University-St. Paul 1995 — 1999
BBS, Accounting & Finance
Thomson Reuters August 2014 - Present
Thomson Reuters June 2012 - August 2014
Thomson Reuters November 2008 - June 2012
Ameriprise Financial July 2006 - November 2008
Ameriprise Financial January 2004 - June 2006
American Express Financial Advisors January 2001 - December 2003
Skills
Budgeting, Asset Management, Forecasting, SOX, Reporting & Analysis, Strategic Planning, Management, Budgets, Asset Managment, Strategic Financial..., Financial Planning, Strategy, Financial Analysis, Accounting, Analysis
Education
Concordia University-St. Paul 1995 — 1999
BBS, Accounting & Finance
Tyler Mercer Tyler Mercer's American Express Financial Advisors Experience January 2002 - January 2005
Job Vice President, Investments
Industry Financial Services
Experience
Alpha Capital Partners of Raymond James May 2012 - Present
Morgan Stanley Smith Barney January 2005 - May 2012
American Express Financial Advisors January 2002 - January 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 63, Retirement, Investments, Microsoft Excel, Customer Service, Asset Allocation, Microsoft Office, Investment Advisory, Finance, Certified Financial..., CRPC, Insurance, Series 7, Strategic Planning, Account Management, Sales, Sales Management, Mutual Funds, Real Estate
Education
College for Financial Planning 2004 — 2007
CFP - Certified Financial Planner, Finance
McDaniel College 1996 — 2001
BA, Business Administration
Kent County High School 1992 — 1996
Alpha Capital Partners of Raymond James May 2012 - Present
Morgan Stanley Smith Barney January 2005 - May 2012
American Express Financial Advisors January 2002 - January 2005
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 63, Retirement, Investments, Microsoft Excel, Customer Service, Asset Allocation, Microsoft Office, Investment Advisory, Finance, Certified Financial..., CRPC, Insurance, Series 7, Strategic Planning, Account Management, Sales, Sales Management, Mutual Funds, Real Estate
Education
College for Financial Planning 2004 — 2007
CFP - Certified Financial Planner, Finance
McDaniel College 1996 — 2001
BA, Business Administration
Kent County High School 1992 — 1996
Mark Pomeroy, CFP®'s American Express Financial Advisors Experience January 2002 - November 2003
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA August 2012 - Present
USAA 2010 - August 2012
USAA 2006 - 2010
USAA November 2003 - January 2006
American Express financial advisors January 2002 - November 2003
Washington Mutual January 2001 - December 2001
Skills
Investments, Wealth Management, Retirement Planning, Finance, Asset Allocation, Retirement, Wealth, High Net Worth..., Life Insurance, Certified Financial..., Relationship Management, Personal Financial...
Education
Creighton University's Heider College of Business 2015 — 2018
Master of Security Analysis and Portfolio Management, Investments and Securities
Grand Canyon University 2010 — 2012
Bachelor of Science (B.S.), Finance Economics
CFA Institute
USAA August 2012 - Present
USAA 2010 - August 2012
USAA 2006 - 2010
USAA November 2003 - January 2006
American Express financial advisors January 2002 - November 2003
Washington Mutual January 2001 - December 2001
Skills
Investments, Wealth Management, Retirement Planning, Finance, Asset Allocation, Retirement, Wealth, High Net Worth..., Life Insurance, Certified Financial..., Relationship Management, Personal Financial...
Education
Creighton University's Heider College of Business 2015 — 2018
Master of Security Analysis and Portfolio Management, Investments and Securities
Grand Canyon University 2010 — 2012
Bachelor of Science (B.S.), Finance Economics
CFA Institute
Jeffrey Gomez Jeffrey Gomez's American Express Financial Advisors Experience 1999 - 2001
Job Managing Director at Kresher Capital
Industry Real Estate
Experience
Kresher Capital June 2011 - Present
Owl 23, LLC May 2010 - June 2011
Pointe Group Advisors February 2007 - April 2010
ABN AMRO Bank N.V. 2002 - 2004
Bernstein Investment Research and Management 2001 - 2002
American Express Financial Advisors 1999 - 2001
Skills
Loans, Mortgage Lending, Underwriting, Acquisitions, Insurance, Commercial Lending, Asset Managment, Investments, Real Estate, Portfolio Management, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Capital Markets
Education
Cornell University 1995 — 1999
BS, Industrial Labor Relations
Kresher Capital June 2011 - Present
Owl 23, LLC May 2010 - June 2011
Pointe Group Advisors February 2007 - April 2010
ABN AMRO Bank N.V. 2002 - 2004
Bernstein Investment Research and Management 2001 - 2002
American Express Financial Advisors 1999 - 2001
Skills
Loans, Mortgage Lending, Underwriting, Acquisitions, Insurance, Commercial Lending, Asset Managment, Investments, Real Estate, Portfolio Management, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Capital Markets
Education
Cornell University 1995 — 1999
BS, Industrial Labor Relations
Rory Korpela Rory Korpela's American Express Financial Advisors Experience November 2004 - October 2005
Job Manager of Budget and Finance for the College of Engineering and Applied Science at University of Colorado Boulder
Industry Education Management
Experience
University of Colorado Boulder July 2013 - Present
Metropolitan State University of Denver July 2010 - July 2013
Metropolitan State College of Denver September 2009 - August 2010
AEGON October 2005 - August 2007
American Express Financial Advisors November 2004 - October 2005
Skills
Program Management, Budgets, Financial Analysis, Public Speaking, Strategic Planning, Business Development, Asset Managment, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Customer Service, Financial Services, Insurance, Finance, Recruiting, Leadership, Asset Management, Management
Education
University of Colorado at Denver 2009 — 2010
MS Finance, Finance, General
University of Colorado at Denver 2007 — 2008
MBA, Business Administration and Management, General
Colorado State University 1998 — 2002
B.A., Political Science
University of Colorado Boulder July 2013 - Present
Metropolitan State University of Denver July 2010 - July 2013
Metropolitan State College of Denver September 2009 - August 2010
AEGON October 2005 - August 2007
American Express Financial Advisors November 2004 - October 2005
Skills
Program Management, Budgets, Financial Analysis, Public Speaking, Strategic Planning, Business Development, Asset Managment, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Customer Service, Financial Services, Insurance, Finance, Recruiting, Leadership, Asset Management, Management
Education
University of Colorado at Denver 2009 — 2010
MS Finance, Finance, General
University of Colorado at Denver 2007 — 2008
MBA, Business Administration and Management, General
Colorado State University 1998 — 2002
B.A., Political Science
Nikeya Kelly, MBA Nikeya Kelly, MBA's American Express Financial Advisors Experience June 2000 - November 2001
Job Consultant
Industry Financial Services
Experience
Ambergris Consulting June 2013 - Present
SGHRC Corp January 2009 - December 2012
Mutual of America May 2008 - September 2010
Citigroup January 2002 - May 2008
American Express Financial Advisors June 2000 - November 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Wealth Management, Client Services, Business Development, New Business Development, Account Management, Strategic Financial..., Investments, Financial Services, Risk Management, Training, Analysis, Business Process..., Capital Markets, Finance, Management Consulting, Retirement Planning, Due Diligence, Equities
Education
Hofstra University 2005 — 2007
MBA, Finance
Connecticut College 1994 — 1998
BA, International Relations
Tabor Academy 1990 — 1994
Ambergris Consulting June 2013 - Present
SGHRC Corp January 2009 - December 2012
Mutual of America May 2008 - September 2010
Citigroup January 2002 - May 2008
American Express Financial Advisors June 2000 - November 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Wealth Management, Client Services, Business Development, New Business Development, Account Management, Strategic Financial..., Investments, Financial Services, Risk Management, Training, Analysis, Business Process..., Capital Markets, Finance, Management Consulting, Retirement Planning, Due Diligence, Equities
Education
Hofstra University 2005 — 2007
MBA, Finance
Connecticut College 1994 — 1998
BA, International Relations
Tabor Academy 1990 — 1994
Ron Bristol Ron Bristol's American Express Financial Advisors Experience 2002 - 2004
Job Owner, New Path Capital Advisors
Industry Financial Services
Experience
New Path Capital Advisors July 2004 - Present
American Express Financial Advisors 2002 - 2004
Ameriprise Financial Services, Inc. 1998 - 2001
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Strategy, Series 7, Equities, Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Westmont College 1985 — 1987
New Path Capital Advisors July 2004 - Present
American Express Financial Advisors 2002 - 2004
Ameriprise Financial Services, Inc. 1998 - 2001
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Strategy, Series 7, Equities, Investment Advisory, Retirement Planning, Retirement, Mutual Funds, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Westmont College 1985 — 1987
William. R. Cashman III William. R. Cashman III's American Express Financial Advisors Experience November 1988 - May 1993
Job Financial Advisor, PNC Investments
Industry Financial Services
Experience
PNC Investments December 2010 - Present
Morgan Stanley September 2006 - December 2010
Jump Street 2000 - 2007
Wachovia Securities, LLC May 1993 - September 2006
American Express Financial Advisors November 1988 - May 1993
Wendys International June 1978 - November 1988
Education
Dickinson College 1973 — 1978
BA, Economics
Carlisle High School 1969 — 1973
College prep, College Prep
PNC Investments December 2010 - Present
Morgan Stanley September 2006 - December 2010
Jump Street 2000 - 2007
Wachovia Securities, LLC May 1993 - September 2006
American Express Financial Advisors November 1988 - May 1993
Wendys International June 1978 - November 1988
Education
Dickinson College 1973 — 1978
BA, Economics
Carlisle High School 1969 — 1973
College prep, College Prep
Randall Filbert - Boise Commercial Real Estate Randall Filbert - Boise Commercial Real Estate's American Express Financial Advisors Experience December 1999 - November 2001
Job Author at The Family Guide To Finances
Industry Real Estate
Experience
Mountain Realty April 2010 - Present
The Family Guide To Finances January 2010 - Present
Guild Mortgage Company May 2009 - April 2010
Cambridge Funding Group February 2007 - February 2009
Washington Mutual Home Loans November 2001 - March 2005
American Express Financial Advisors December 1999 - November 2001
Skills
Residential Homes, Mortgage Lending, First Time Home Buyers, Relocation, Sellers, Loans, Commercial Real Estate, Loan Origination, REO
Education
University of Oklahoma 2002 — 2004
MPA, Public administration
Concordia University-Portland 1997 — 1999
BS, Business Administration
Mountain Realty April 2010 - Present
The Family Guide To Finances January 2010 - Present
Guild Mortgage Company May 2009 - April 2010
Cambridge Funding Group February 2007 - February 2009
Washington Mutual Home Loans November 2001 - March 2005
American Express Financial Advisors December 1999 - November 2001
Skills
Residential Homes, Mortgage Lending, First Time Home Buyers, Relocation, Sellers, Loans, Commercial Real Estate, Loan Origination, REO
Education
University of Oklahoma 2002 — 2004
MPA, Public administration
Concordia University-Portland 1997 — 1999
BS, Business Administration
Alka G Oberoi Alka G Oberoi's American Express Financial Advisors Experience 1993 - 2006
Job Business and Personal Investment Advisor at Leading Edge Wealth Management, LLC
Industry Investment Management
Experience
Leading Edge Wealth Management, LLC 2008 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
American Express Financial Advisors 1993 - 2006
Skills
Wealth Management, Financial Advisory, Business Planning, Personal & Family..., Retirement Planning, Wealth Protection, Valuation, Plan Design, 401k, Benchmarking, Investments, Pensions, IRA's, Estate Planning, Business Owner Planning, Business Reitrement..., Business Group Benefits, Social Security, Protect Social Securtiy..., Medicare, Wealth Management..., IRAs, Strategic Financial..., Fiduciary Compliance, Employee Communication..., Management of Trust..., Certified Divorce..., College Savings Plans, Income Tax Planning, Wealth Accumulation, Asset Management, Fiduciary, Personal Financial..., Portfolio Management, Wealth, Insurance, Financial Planners, Financial Planning, Income Tax, Management, Retirement, Asset Allocation, Equities
Education
National-Louis University 1988 — 1992
BA, Business Administration
Delhi University 1974 — 1978
BA, Political Science, Honors
Leading Edge Wealth Management, LLC 2008 - Present
Ameriprise Financial Services, Inc. 1993 - 2008
American Express Financial Advisors 1993 - 2006
Skills
Wealth Management, Financial Advisory, Business Planning, Personal & Family..., Retirement Planning, Wealth Protection, Valuation, Plan Design, 401k, Benchmarking, Investments, Pensions, IRA's, Estate Planning, Business Owner Planning, Business Reitrement..., Business Group Benefits, Social Security, Protect Social Securtiy..., Medicare, Wealth Management..., IRAs, Strategic Financial..., Fiduciary Compliance, Employee Communication..., Management of Trust..., Certified Divorce..., College Savings Plans, Income Tax Planning, Wealth Accumulation, Asset Management, Fiduciary, Personal Financial..., Portfolio Management, Wealth, Insurance, Financial Planners, Financial Planning, Income Tax, Management, Retirement, Asset Allocation, Equities
Education
National-Louis University 1988 — 1992
BA, Business Administration
Delhi University 1974 — 1978
BA, Political Science, Honors
Velina Green Carter Velina Green Carter's American Express Financial Advisors Experience February 2006 - February 2008
Job Financial Management at NASA Shared Service Center
Industry Human Resources
Experience
NASA Shared Service Center August 2008 - Present
American Express Financial Advisors February 2006 - February 2008
American Express Financial Advisors January 2002 - February 2006
American Express January 1997 - February 2002
Skills
Recruiting, Talent Acquisition, Performance Management, Management, Talent Management, Leadership, Onboarding, Microsoft Office, Microsoft Excel, Human Resources, Employee Relations, Employee Engagement, PowerPoint, Organizational..., Microsoft Word, Interviews, Payroll, Sales, Employee Benefits, Teamwork, Vendor Management
Education
Delgado Community College
Salmen High School 1979 — 1982
High School Diploma
NASA Shared Service Center August 2008 - Present
American Express Financial Advisors February 2006 - February 2008
American Express Financial Advisors January 2002 - February 2006
American Express January 1997 - February 2002
Skills
Recruiting, Talent Acquisition, Performance Management, Management, Talent Management, Leadership, Onboarding, Microsoft Office, Microsoft Excel, Human Resources, Employee Relations, Employee Engagement, PowerPoint, Organizational..., Microsoft Word, Interviews, Payroll, Sales, Employee Benefits, Teamwork, Vendor Management
Education
Delgado Community College
Salmen High School 1979 — 1982
High School Diploma
Readella Jones Readella Jones's American Express Financial Advisors Experience November 2003 - April 2004
Job Registered Support Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
USAA February 2011 - April 2011
United Global Securities, Inc September 2009 - October 2010
Ameriprise Financial June 2004 - May 2009
Ameriprise Financial June 2004 - May 2009
United Global Securities, Inc. 2009 - 2009
American Express Financial Advisors November 2003 - April 2004
American Express Financial Advisors November 2003 - April 2004
Jones Contractors November 2001 - July 2003
EDS, an HP company February 2001 - July 2003
Skills
Retirement Planning, Investments, Analysis, Insurance, Customer Service, Portfolio Management, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Finance, Management
Education
Davenport University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1996 — 2000
Bachelor, English, Psychology, Biology
2010
Masters; School, Theology; Theology
CFP Preparation
Bachelor's Degree; a Bachelor's degree, General Studies; Psychology, English and Chemistry. Played in; music
Ameriprise Financial Services, Inc. February 2012 - Present
USAA February 2011 - April 2011
United Global Securities, Inc September 2009 - October 2010
Ameriprise Financial June 2004 - May 2009
Ameriprise Financial June 2004 - May 2009
United Global Securities, Inc. 2009 - 2009
American Express Financial Advisors November 2003 - April 2004
American Express Financial Advisors November 2003 - April 2004
Jones Contractors November 2001 - July 2003
EDS, an HP company February 2001 - July 2003
Skills
Retirement Planning, Investments, Analysis, Insurance, Customer Service, Portfolio Management, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Marketing, Asset Allocation, Finance, Management
Education
Davenport University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1996 — 2000
Bachelor, English, Psychology, Biology
2010
Masters; School, Theology; Theology
CFP Preparation
Bachelor's Degree; a Bachelor's degree, General Studies; Psychology, English and Chemistry. Played in; music
Marta von Loewenfeldt's American Express Financial Advisors Experience September 1996 - January 1998
Job Manager of Public Relations at Charles River Development
Industry Computer Software
Experience
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
EVONA ADAMCZYK's American Express Financial Advisors Experience May 2004 - August 2004
Job ASSET BASED LENDING Senior Credit/Operations at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank March 2012 - Present
First Midwest Bank February 2009 - March 2012
Commercial Real Estate Group May 2005 - February 2009
Lombard Auto Exchange March 2000 - May 2005
American Express Financial Advisors May 2004 - August 2004
Skills
Leadership, Customer Satisfaction, Loans, Mortgage Lending, Real Estate Economics, Portfolio Management, Banking, Asset Managment, Credit, Financial Analysis, Investments, Finance, Real Estate, Loan Origination, Commercial Lending, Due Diligence, Underwriting, Financial Modeling, Investment Properties, Risk Management, Commercial Real Estate, Analysis, Mergers & Acquisitions, Asset Management, Commercial Banking, Credit Analysis, Valuation
Education
Northern Illinois University - College of Business 2003 — 2005
Finance
College of DuPage
Associate, Arts
First Midwest Bank March 2012 - Present
First Midwest Bank February 2009 - March 2012
Commercial Real Estate Group May 2005 - February 2009
Lombard Auto Exchange March 2000 - May 2005
American Express Financial Advisors May 2004 - August 2004
Skills
Leadership, Customer Satisfaction, Loans, Mortgage Lending, Real Estate Economics, Portfolio Management, Banking, Asset Managment, Credit, Financial Analysis, Investments, Finance, Real Estate, Loan Origination, Commercial Lending, Due Diligence, Underwriting, Financial Modeling, Investment Properties, Risk Management, Commercial Real Estate, Analysis, Mergers & Acquisitions, Asset Management, Commercial Banking, Credit Analysis, Valuation
Education
Northern Illinois University - College of Business 2003 — 2005
Finance
College of DuPage
Associate, Arts
Eric Pung's American Express Financial Advisors Experience 2001 - 2002
Job Business Intelligence Engineer at Davenport University
Industry Information Technology and Services
Experience
Davenport University November 2011 - Present
LeanLogistics July 2011 - November 2011
Davenport University July 2011 - November 2011
Davenport University November 2005 - July 2011
Grand Action Foundation June 1999 - July 2011
Davenport University October 2002 - November 2005
Davenport University November 2000 - October 2002
American Express Financial Advisors 2001 - 2002
Davenport University August 1998 - November 2000
Davenport University November 1994 - December 1998
Skills
Business Intelligence, Data Warehousing, WebFOCUS, Data Analysis, Higher Education, Analysis, ERP, Microsoft Office, Program Management, Training, Microsoft Excel, Business Analysis, Customer Service, HTML, Networking, Problem Solving, Team Building, Analytics, Dashboard, Windows, Project Management, Event Planning, Software Documentation, SQL, SharePoint, Database Design, Troubleshooting, PowerPoint, Visio, System Administration, Programming, Microsoft Word, Nonprofits, Microsoft SQL Server, Database Administration, Customer Relations, Research, Budgets, SSIS, IBI Webfocus, Data Mining, Excel, Documentation, Word, Non-profits, Ellucian (Sungard..., teamwork, Budget Process, Internal Audit, Project Finance
Education
Davenport University 1993 — 1997
BBA & Assoc in Science, Network Mgt / Applications Programming
Fowler High School 1990 — 1993
Davenport University November 2011 - Present
LeanLogistics July 2011 - November 2011
Davenport University July 2011 - November 2011
Davenport University November 2005 - July 2011
Grand Action Foundation June 1999 - July 2011
Davenport University October 2002 - November 2005
Davenport University November 2000 - October 2002
American Express Financial Advisors 2001 - 2002
Davenport University August 1998 - November 2000
Davenport University November 1994 - December 1998
Skills
Business Intelligence, Data Warehousing, WebFOCUS, Data Analysis, Higher Education, Analysis, ERP, Microsoft Office, Program Management, Training, Microsoft Excel, Business Analysis, Customer Service, HTML, Networking, Problem Solving, Team Building, Analytics, Dashboard, Windows, Project Management, Event Planning, Software Documentation, SQL, SharePoint, Database Design, Troubleshooting, PowerPoint, Visio, System Administration, Programming, Microsoft Word, Nonprofits, Microsoft SQL Server, Database Administration, Customer Relations, Research, Budgets, SSIS, IBI Webfocus, Data Mining, Excel, Documentation, Word, Non-profits, Ellucian (Sungard..., teamwork, Budget Process, Internal Audit, Project Finance
Education
Davenport University 1993 — 1997
BBA & Assoc in Science, Network Mgt / Applications Programming
Fowler High School 1990 — 1993
Kerrie Neumann's American Express Financial Advisors Experience April 2002 - January 2004
Job CMA System Administrator at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2013 - Present
Salem Fire and Rescue January 2008 - Present
Discover Financial Services November 2011 - September 2013
Discover Financial Services March 2008 - December 2011
Silver Lake Rescue November 2006 - January 2008
Zebra Technologies April 2007 - December 2007
Zebra Technologies February 2006 - April 2007
American Express September 2004 - October 2005
American Express Business Travel January 2004 - September 2004
American Express Financial Advisors April 2002 - January 2004
Skills
Lotus Notes, Outlook, Salesforce.com, Process Improvement, Banking, Risk Management, Financial Services, Customer Service, Call Center, Relationship Management, Project Management, Budgets, Microsoft Excel, Access, Microsoft Office, Concur, Analysis, Business Analysis, Call Centers, Credit, Credit Cards, Cross-functional Team..., Human Resources, Leadership, Management, Sales, Software Documentation, Training, Vendor Management, Visio
Education
Columbia College 2012 — 2014
Gateway Technical College 2006 — 2007
Certificate, Emergency Medical Technician-Basic
Bay de noc Community College 1994 — 1996
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Discover Financial Services September 2013 - Present
Salem Fire and Rescue January 2008 - Present
Discover Financial Services November 2011 - September 2013
Discover Financial Services March 2008 - December 2011
Silver Lake Rescue November 2006 - January 2008
Zebra Technologies April 2007 - December 2007
Zebra Technologies February 2006 - April 2007
American Express September 2004 - October 2005
American Express Business Travel January 2004 - September 2004
American Express Financial Advisors April 2002 - January 2004
Skills
Lotus Notes, Outlook, Salesforce.com, Process Improvement, Banking, Risk Management, Financial Services, Customer Service, Call Center, Relationship Management, Project Management, Budgets, Microsoft Excel, Access, Microsoft Office, Concur, Analysis, Business Analysis, Call Centers, Credit, Credit Cards, Cross-functional Team..., Human Resources, Leadership, Management, Sales, Software Documentation, Training, Vendor Management, Visio
Education
Columbia College 2012 — 2014
Gateway Technical College 2006 — 2007
Certificate, Emergency Medical Technician-Basic
Bay de noc Community College 1994 — 1996
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Christina Hornack's American Express Financial Advisors Experience October 2003 - June 2004
Job Medical Student at Edward Via Virginia College of Osteopathic Medicine
Industry Hospital & Health Care
Experience
UPMC Passavant September 2013 - July 2014
UPMC Shadyside July 2013 - September 2013
UPMC Shadyside October 2012 - July 2013
The Bernstein Lab July 2011 - June 2013
UPMC Shadyside Hospital October 2011 - October 2012
Allegheny County Department of Human Services January 2011 - April 2011
MarketPlace Direct March 2007 - September 2010
Venture Outdoors 2009 - 2009
Right Management 2006 - 2007
American Express Financial Advisors October 2003 - June 2004
Skills
Databases, Auditing, Research, Microsoft Office, Customer Relations, Systems Integration, Systems Analysis, Change Management, Professional..., Integration, Customer Service, Public Speaking, Training, Nonprofits, Management, Process Improvement, Leadership, Policy, Project Management, Social Media, Community Outreach, Team Building, Event Planning
Education
Edward Via College of Osteopathic Medicine 2014 — 2018
DO, Osteopathic Medicine/Osteopathy
University of Pittsburgh 2005 — 2013
BA/BS, Public Service, Natural Sciences
Community College of Allegheny County 1999 — 2000
UPMC Passavant September 2013 - July 2014
UPMC Shadyside July 2013 - September 2013
UPMC Shadyside October 2012 - July 2013
The Bernstein Lab July 2011 - June 2013
UPMC Shadyside Hospital October 2011 - October 2012
Allegheny County Department of Human Services January 2011 - April 2011
MarketPlace Direct March 2007 - September 2010
Venture Outdoors 2009 - 2009
Right Management 2006 - 2007
American Express Financial Advisors October 2003 - June 2004
Skills
Databases, Auditing, Research, Microsoft Office, Customer Relations, Systems Integration, Systems Analysis, Change Management, Professional..., Integration, Customer Service, Public Speaking, Training, Nonprofits, Management, Process Improvement, Leadership, Policy, Project Management, Social Media, Community Outreach, Team Building, Event Planning
Education
Edward Via College of Osteopathic Medicine 2014 — 2018
DO, Osteopathic Medicine/Osteopathy
University of Pittsburgh 2005 — 2013
BA/BS, Public Service, Natural Sciences
Community College of Allegheny County 1999 — 2000
Mohan Yadav's American Express Financial Advisors Experience 2004 - 2005
Job Private Client Banker JPMORGAN CHASE
Industry Banking
Experience
JPMorgan Chase November 2008 - Present
GOPIO-CT January 2012 - January 2014
AXA Advisors 2006 - 2008
Kalari Emporium 2005 - 2006
American Express Financial Advisors 2004 - 2005
Education
Dowling College
MBA, Finance and Banking
Nizam College
Accounting
JPMorgan Chase November 2008 - Present
GOPIO-CT January 2012 - January 2014
AXA Advisors 2006 - 2008
Kalari Emporium 2005 - 2006
American Express Financial Advisors 2004 - 2005
Education
Dowling College
MBA, Finance and Banking
Nizam College
Accounting
Gregory O'Shea's American Express Financial Advisors Experience July 1998 - October 2001
Job Marketing consultancy in design, technical, tourism and event sectors
Industry Marketing and Advertising
Experience
O'Shea Marketing February 2011 - Present
Merrill Lynch 2010 - January 2011
Mercedes-Benz USA 2007 - March 2010
GMR Marketing @ Mercedes-Benz USA January 2005 - March 2007
L'Oreal November 2003 - January 2005
SCHOTT AG November 2001 - November 2003
American Express Financial Advisors July 1998 - October 2001
Education
Cornell University
Our Lady of Lourdes High School
O'Shea Marketing February 2011 - Present
Merrill Lynch 2010 - January 2011
Mercedes-Benz USA 2007 - March 2010
GMR Marketing @ Mercedes-Benz USA January 2005 - March 2007
L'Oreal November 2003 - January 2005
SCHOTT AG November 2001 - November 2003
American Express Financial Advisors July 1998 - October 2001
Education
Cornell University
Our Lady of Lourdes High School
Loren Kollmar's American Express Financial Advisors Experience 2000 - 2004
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Ameriprise Financial Services Inc 2006 - Present
Ameriprise Financial April 2005 - Present
Ameriprise Financial Services, Inc. October 2000 - Present
LK Fotography May 2000 - Present
American Express Financial Advisors 2000 - 2004
Kits Camera's 1994 - 1996
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management
Education
Whatcom Community College 1995 — 1997
A.A.S., Political Science
Concordia University-Portland 1993 — 1994
Ameriprise Financial Services Inc 2006 - Present
Ameriprise Financial April 2005 - Present
Ameriprise Financial Services, Inc. October 2000 - Present
LK Fotography May 2000 - Present
American Express Financial Advisors 2000 - 2004
Kits Camera's 1994 - 1996
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Regulatory Requirements, Regulatory Affairs, System Requirements, Project Planning, Project Coordination, Process Improvement, Creative Problem Solving, Six Sigma, MS Office Suite, Lotus Notes, CAMS, BETA, DCM, Business Analysis, Documentation, Testing, Visio, MS Project, Customer Relations, PowerPoint, Excel, Word, Problem Solving, Compliance, Customer Service, Vendor Relations, Microsoft Office, Team Building, Process Development, Analysis, Business Process, Business Process..., Green Belt, CMMI, Microsoft Excel, Microsoft Word, Photography, Digital Photography, Portrait Photography, Event Photography, Thompson One, Outlook, Team Leadership, Software Documentation, Financial Services, Management, Risk Management
Education
Whatcom Community College 1995 — 1997
A.A.S., Political Science
Concordia University-Portland 1993 — 1994
Sheldon Tang's American Express Financial Advisors Experience 2000 - 2003
Job Data Architect at Prime Therapeutics
Industry Insurance
Experience
Prime Therapeutics March 2013 - Present
Prime Therapeutics October 2006 - March 2013
NLKM January 2000 - October 2006
American Express Financial Advisors 2000 - 2003
Analyst International September 1992 - January 2000
State Street Global Advisors 1998 - 1999
Skills
SDLC, Process Improvement, Business Intelligence, Visio, Requirements Analysis, Requirements Gathering, Integration, Data Warehousing, Data Modeling, data profiling
Education
Concordia College 1980 — 1984
Prime Therapeutics March 2013 - Present
Prime Therapeutics October 2006 - March 2013
NLKM January 2000 - October 2006
American Express Financial Advisors 2000 - 2003
Analyst International September 1992 - January 2000
State Street Global Advisors 1998 - 1999
Skills
SDLC, Process Improvement, Business Intelligence, Visio, Requirements Analysis, Requirements Gathering, Integration, Data Warehousing, Data Modeling, data profiling
Education
Concordia College 1980 — 1984
Birgit Mayr's American Express Financial Advisors Experience March 2002 - August 2002
Job Software Engineer at Digital River
Industry Computer Software
Experience
Digital River January 2009 - Present
Aspect Loss Prevention August 2008 - January 2009
ACVR 2004 - 2009
SimonDelivers.com November 2007 - July 2008
Analysts International July 2007 - November 2007
Cenveo August 2002 - June 2006
American Express Financial Advisors March 2002 - August 2002
American Express Financial Advisors August 1999 - March 2002
Skills
Databases, SQL, Process Improvement, CSS, Perl, Web Development
Education
Colorado Technical University 2006 — 2007
BS, Software Engineering
Digital River January 2009 - Present
Aspect Loss Prevention August 2008 - January 2009
ACVR 2004 - 2009
SimonDelivers.com November 2007 - July 2008
Analysts International July 2007 - November 2007
Cenveo August 2002 - June 2006
American Express Financial Advisors March 2002 - August 2002
American Express Financial Advisors August 1999 - March 2002
Skills
Databases, SQL, Process Improvement, CSS, Perl, Web Development
Education
Colorado Technical University 2006 — 2007
BS, Software Engineering
Ken Stemme's American Express Financial Advisors Experience January 2002 - April 2003
Job Senior Investment Officer at International Monetary Fund
Industry Investment Management
Experience
International Monetary Fund September 2013 - Present
Larch Lane Advisors May 2007 - August 2013
Northern Trust Global Investments May 2003 - April 2007
American Express Financial Advisors January 2002 - April 2003
CIBC Oppenheimer January 1999 - January 2002
Harris Associates June 1996 - December 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Cornell University 1984 — 1989
AB, Mathematics
Lowell High School 1980 — 1984
International Monetary Fund September 2013 - Present
Larch Lane Advisors May 2007 - August 2013
Northern Trust Global Investments May 2003 - April 2007
American Express Financial Advisors January 2002 - April 2003
CIBC Oppenheimer January 1999 - January 2002
Harris Associates June 1996 - December 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Cornell University 1984 — 1989
AB, Mathematics
Lowell High School 1980 — 1984
Edward Rosenbaum, CFA's American Express Financial Advisors Experience 1990 - 1994
Job VP, Senior Investment Writer, at Legg Mason
Industry Writing and Editing
Experience
Legg Mason January 2011 - Present
Ed Rosenbaum, Financial Communications December 2008 - May 2011
TIAA-CREF January 2007 - December 2008
ESR Global Capital Advisers 2001 - 2006
Lipper 1999 - 2001
Worldsec International Securities Inc 1997 - 1998
Wellington Management LLC 1994 - 1996
American Express Financial Advisors 1990 - 1994
St. Paul Companies 1988 - 1990
Data General 1984 - 1986
Skills
Valuation, White Papers, Asset Management, Investments, Series 7, Asset Managment, Strategic Planning, Investment Management, Integrated Marketing, Corporate Communications, Thought Leadership, Research, Marketing Communications, Portfolio Management, Marketing Management, Equities, Product Marketing, Wealth Management, Investment Banking, Mutual Funds, Content Development, Securities, Strategic Communications, Investor Relations, Bloomberg, Leadership, Hedge Funds, Marketing, Asset Allocation, Financial Services, Marketing Strategy, Institutional Investors, Technical Writing, Fixed Income, Editing, Alternative Investments
Education
Columbia University - School of International and Public Affairs
MIA
University of Pennsylvania - The Wharton School
MBA
Wesleyan University
B.A.
Legg Mason January 2011 - Present
Ed Rosenbaum, Financial Communications December 2008 - May 2011
TIAA-CREF January 2007 - December 2008
ESR Global Capital Advisers 2001 - 2006
Lipper 1999 - 2001
Worldsec International Securities Inc 1997 - 1998
Wellington Management LLC 1994 - 1996
American Express Financial Advisors 1990 - 1994
St. Paul Companies 1988 - 1990
Data General 1984 - 1986
Skills
Valuation, White Papers, Asset Management, Investments, Series 7, Asset Managment, Strategic Planning, Investment Management, Integrated Marketing, Corporate Communications, Thought Leadership, Research, Marketing Communications, Portfolio Management, Marketing Management, Equities, Product Marketing, Wealth Management, Investment Banking, Mutual Funds, Content Development, Securities, Strategic Communications, Investor Relations, Bloomberg, Leadership, Hedge Funds, Marketing, Asset Allocation, Financial Services, Marketing Strategy, Institutional Investors, Technical Writing, Fixed Income, Editing, Alternative Investments
Education
Columbia University - School of International and Public Affairs
MIA
University of Pennsylvania - The Wharton School
MBA
Wesleyan University
B.A.
Patty Skroch's American Express Financial Advisors Experience 2003 - 2005
Job Vice President at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial May 2014 - Present
Ameriprise Financial 1986 - 2011
Ameriprise July 2006 - July 2008
Ameriprise Financial Advisors 1986 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management
Education
Concordia College 1982 — 1986
BA, Business Administration/Accounting
Ameriprise Financial May 2014 - Present
Ameriprise Financial 1986 - 2011
Ameriprise July 2006 - July 2008
Ameriprise Financial Advisors 1986 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management
Education
Concordia College 1982 — 1986
BA, Business Administration/Accounting
Daniel Ryba, CFP®'s American Express Financial Advisors Experience 1999 - 1999
Job Head of Futures Planning and Implementation
Industry Financial Services
Experience
OptionsHouse June 2015 - Present
CME Group August 2013 - June 2015
E*TRADE Financial December 2004 - August 2013
Iowa Grain Company September 2001 - October 2004
TD Waterhouse 1999 - 2001
American Express Financial Advisors 1999 - 1999
Charles Schwab 1998 - 1999
Skills
Trading, Risk Management, Derivatives, ALM, Financial Risk, Valuation, Options Strategies, Hedge Funds, FX Options, Hedging, Electronic Trading, Investments, Series 24, Risk Analytics, Settlement, Options, Wealth Management..., Fixed Income, Proprietary Trading, Commodity, Finance, VAR, Capital Markets, Series 7, Trading Systems, Money Market, Portfolio Management, Financial Markets, Securities Lending, Trading Strategies, Operational Risk..., Securities, Alternative Investments, Equities, Equity Derivatives, Equity Trading, FINRA, Bloomberg
Education
DePaul University 2007 — 2008
CFP Advanced Degree, Financial Planning
St. Ambrose University 1994 — 1998
B.S, Finance
OptionsHouse June 2015 - Present
CME Group August 2013 - June 2015
E*TRADE Financial December 2004 - August 2013
Iowa Grain Company September 2001 - October 2004
TD Waterhouse 1999 - 2001
American Express Financial Advisors 1999 - 1999
Charles Schwab 1998 - 1999
Skills
Trading, Risk Management, Derivatives, ALM, Financial Risk, Valuation, Options Strategies, Hedge Funds, FX Options, Hedging, Electronic Trading, Investments, Series 24, Risk Analytics, Settlement, Options, Wealth Management..., Fixed Income, Proprietary Trading, Commodity, Finance, VAR, Capital Markets, Series 7, Trading Systems, Money Market, Portfolio Management, Financial Markets, Securities Lending, Trading Strategies, Operational Risk..., Securities, Alternative Investments, Equities, Equity Derivatives, Equity Trading, FINRA, Bloomberg
Education
DePaul University 2007 — 2008
CFP Advanced Degree, Financial Planning
St. Ambrose University 1994 — 1998
B.S, Finance
Judy Forker's American Express Financial Advisors Experience April 2001 - January 2004
Job VPCompensation for UnitedHealthcare at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group December 2014 - Present
UnitedHealth Group January 2014 - December 2014
UnitedHealth Group September 2010 - June 2014
GE Capital March 2008 - September 2010
GE Capital June 2008 - March 2009
American Express Financial Advisors April 2001 - January 2004
American Express Financial Advisors January 1998 - April 2001
American Express Financial Advisors November 1996 - January 1998
American Express Financial Advisors January 1993 - November 1996
American Express Financial Advisors August 1991 - January 1993
Skills
Deferred Compensation, Performance Management, Workforce Planning, Talent Management, Organizational..., Succession Planning, Personnel Management, Employee Engagement, Human Resources, Employee Relations, Organizational..., Organizational Design, Talent Acquisition, Leadership, Management, Employee Benefits, Change Management, Coaching, Compensation & Benefit, Onboarding, Leadership Development, PeopleSoft, Executive Coaching, Benefits Administration
Education
Cornell University ILR School
BS, Industrial and Labor Relations
UnitedHealth Group December 2014 - Present
UnitedHealth Group January 2014 - December 2014
UnitedHealth Group September 2010 - June 2014
GE Capital March 2008 - September 2010
GE Capital June 2008 - March 2009
American Express Financial Advisors April 2001 - January 2004
American Express Financial Advisors January 1998 - April 2001
American Express Financial Advisors November 1996 - January 1998
American Express Financial Advisors January 1993 - November 1996
American Express Financial Advisors August 1991 - January 1993
Skills
Deferred Compensation, Performance Management, Workforce Planning, Talent Management, Organizational..., Succession Planning, Personnel Management, Employee Engagement, Human Resources, Employee Relations, Organizational..., Organizational Design, Talent Acquisition, Leadership, Management, Employee Benefits, Change Management, Coaching, Compensation & Benefit, Onboarding, Leadership Development, PeopleSoft, Executive Coaching, Benefits Administration
Education
Cornell University ILR School
BS, Industrial and Labor Relations
Edward J Dunk, CFP's American Express Financial Advisors Experience January 1998 - October 2000
Job Director of Financial Planning at Metlife & New England Securities
Industry Financial Services
Experience
MetLife October 2000 - Present
American Express Financial Advisors January 1998 - October 2000
American Express Financial Advisors February 1996 - January 1998
American Express Financial Advisors January 1994 - January 1996
Skills
Strategic Financial..., Estate Planning, Management, Financial Planners, Retirement, Mutual Funds, Financial Services, Disability Insurance, Retirement Planning, Wealth Management, IRAs, Fixed Annuities, Life Insurance, Series 7, Financial Planning, Finance, Investments, Insurance, 401k
Education
Drake University
Bachelor of Science (BS), Business Managemet
MetLife October 2000 - Present
American Express Financial Advisors January 1998 - October 2000
American Express Financial Advisors February 1996 - January 1998
American Express Financial Advisors January 1994 - January 1996
Skills
Strategic Financial..., Estate Planning, Management, Financial Planners, Retirement, Mutual Funds, Financial Services, Disability Insurance, Retirement Planning, Wealth Management, IRAs, Fixed Annuities, Life Insurance, Series 7, Financial Planning, Finance, Investments, Insurance, 401k
Education
Drake University
Bachelor of Science (BS), Business Managemet
Seema Sinha's American Express Financial Advisors Experience January 2003 - June 2003
Job Sr. Application Developer at AllOne Health Resources
Industry Computer Software
Experience
AllOne Health Resources January 2014 - Present
Bullhorn February 2012 - January 2014
MaPS August 2010 - February 2012
Software Management Inc. October 2007 - July 2010
Western & Southern Financial Group September 2003 - September 2007
American Express Financial Advisors January 2003 - June 2003
Skills
Analytics, SQL, ASP.NET, Microsoft SQL Server, Databases, Visual Basic, Integration, Testing, Visual Studio, Troubleshooting, Software Project..., Analysis, SSRS, Oracle, Web Applications, SSIS, T-SQL
Education
Community College of Allegheny County 2001 — 2002
Business & Software
Institute of Integrated Learning in Management 1998 — 2000
MBA, Marketing
Delhi University 1995 — 1998
B.Commerce
AllOne Health Resources January 2014 - Present
Bullhorn February 2012 - January 2014
MaPS August 2010 - February 2012
Software Management Inc. October 2007 - July 2010
Western & Southern Financial Group September 2003 - September 2007
American Express Financial Advisors January 2003 - June 2003
Skills
Analytics, SQL, ASP.NET, Microsoft SQL Server, Databases, Visual Basic, Integration, Testing, Visual Studio, Troubleshooting, Software Project..., Analysis, SSRS, Oracle, Web Applications, SSIS, T-SQL
Education
Community College of Allegheny County 2001 — 2002
Business & Software
Institute of Integrated Learning in Management 1998 — 2000
MBA, Marketing
Delhi University 1995 — 1998
B.Commerce
Kim Matheson's American Express Financial Advisors Experience 2001 - 2004
Job DirectorEnterprise Risk Management at Margaret A. Cargill Philanthropies
Industry Philanthropy
Experience
Margaret A. Cargill Philanthropies October 2012 - Present
KM Consulting Services July 2009 - October 2012
Northwest Area Foundation July 2009 - October 2012
Project for Pride in Living September 2001 - July 2011
Ameriprise Financial 2004 - 2008
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors 1998 - 2001
American Express Financial Advisors 1987 - 1998
Skills
Customer Service, Program Creation, Financial Services, Cross-functional Team..., Coaching, Volunteer Management, Enterprise Risk..., Disaster Recovery, Leadership, Philanthropy, Business Continuity..., Process Management, Compliance, Event Management, Governance, Process Improvement, Training, Policy, Strategy, Non-profit Leadership
Education
University of St. Thomas 2005 — 2006
Executive MBA, Non-profit Management
Concordia College 1978 — 1982
BA, Business Administration
Margaret A. Cargill Philanthropies October 2012 - Present
KM Consulting Services July 2009 - October 2012
Northwest Area Foundation July 2009 - October 2012
Project for Pride in Living September 2001 - July 2011
Ameriprise Financial 2004 - 2008
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors 1998 - 2001
American Express Financial Advisors 1987 - 1998
Skills
Customer Service, Program Creation, Financial Services, Cross-functional Team..., Coaching, Volunteer Management, Enterprise Risk..., Disaster Recovery, Leadership, Philanthropy, Business Continuity..., Process Management, Compliance, Event Management, Governance, Process Improvement, Training, Policy, Strategy, Non-profit Leadership
Education
University of St. Thomas 2005 — 2006
Executive MBA, Non-profit Management
Concordia College 1978 — 1982
BA, Business Administration
MARCIA SAINT PIERRE's American Express Financial Advisors Experience 2000 - 2002
Job Corporate Governance | Section 16 | Stock Management | Equity Edge | Intellectual Property | Licensing | Contracts
Industry Legal Services
Experience
Freelance Corporate Paralegal 2008 - Present
Graco Inc. 2006 - 2008
Robert Half Legal Staffing Agency 2004 - 2006
Park Hill Legal Group 2002 - 2006
Esquire Group Staffing Agency 2002 - 2005
Cargill 2003 - 2004
American Express Financial Advisors 2000 - 2002
Alliant Techsystems, Inc. (f.k.a. Honeywell Inc.) 1999 - 1999
Skills
Legal Research, Corporate Law, Litigation, Legal Writing
Education
Skillsoft 2009 — 2009
SharePoint 2007
Minnesota Paralegal Institute 2002 — 2002
Certificate, Paralegal
University of St. Thomas School of Management 1999 — 1999
Certificate, Mini-MBA
Bravura Computer Training (f.k.a. eFusion and Premier)
Concordia College
General
Normandale Community College
Business
Freelance Corporate Paralegal 2008 - Present
Graco Inc. 2006 - 2008
Robert Half Legal Staffing Agency 2004 - 2006
Park Hill Legal Group 2002 - 2006
Esquire Group Staffing Agency 2002 - 2005
Cargill 2003 - 2004
American Express Financial Advisors 2000 - 2002
Alliant Techsystems, Inc. (f.k.a. Honeywell Inc.) 1999 - 1999
Skills
Legal Research, Corporate Law, Litigation, Legal Writing
Education
Skillsoft 2009 — 2009
SharePoint 2007
Minnesota Paralegal Institute 2002 — 2002
Certificate, Paralegal
University of St. Thomas School of Management 1999 — 1999
Certificate, Mini-MBA
Bravura Computer Training (f.k.a. eFusion and Premier)
Concordia College
General
Normandale Community College
Business
Bernard Laureus's American Express Financial Advisors Experience September 2002 - November 2002
Job Portfolio Analyst at MainStreet Advisors
Industry Banking
Experience
MainStreet Advisors August 2013 - Present
Northern Trust September 2012 - August 2013
Northern Trust May 2007 - September 2012
Scudder Investments March 2006 - July 2007
Northern Trust January 2006 - May 2007
Scudder Investments March 2004 - July 2005
UBS Financial Services May 2003 - September 2003
American Express Financial Advisors September 2002 - November 2002
Education
DePaul University 1999 — 2003
B.A., Finance
DePaul University
Bachelor of Science, Finance
MainStreet Advisors August 2013 - Present
Northern Trust September 2012 - August 2013
Northern Trust May 2007 - September 2012
Scudder Investments March 2006 - July 2007
Northern Trust January 2006 - May 2007
Scudder Investments March 2004 - July 2005
UBS Financial Services May 2003 - September 2003
American Express Financial Advisors September 2002 - November 2002
Education
DePaul University 1999 — 2003
B.A., Finance
DePaul University
Bachelor of Science, Finance
Julie Vishwanathan's American Express Financial Advisors Experience September 2001 - May 2003
Job Senior Account Manager at Concur Technologies
Industry Computer Software
Experience
Concur Technologies February 2008 - Present
Concur Technologies 2008 - April 2010
Wells Fargo Home Mortgage 2003 - 2008
American Express Financial Advisors September 2001 - May 2003
Skills
Selling, Account Management, Customer Service, Enterprise Software, New Business Development, Lead Generation, Sales, Business Development, B2B, Expense Management, Strategic Partnerships, Solution Selling, Direct Sales, CRM, Cloud Computing, Sales Presentations
Education
DePaul University
Business
Concur Technologies February 2008 - Present
Concur Technologies 2008 - April 2010
Wells Fargo Home Mortgage 2003 - 2008
American Express Financial Advisors September 2001 - May 2003
Skills
Selling, Account Management, Customer Service, Enterprise Software, New Business Development, Lead Generation, Sales, Business Development, B2B, Expense Management, Strategic Partnerships, Solution Selling, Direct Sales, CRM, Cloud Computing, Sales Presentations
Education
DePaul University
Business
Rachael Benedict's American Express Financial Advisors Experience January 1998 - October 2003
Job Client Service Coordinator at Wealthstar Advisors
Industry Financial Services
Experience
Benedict Wealth Advisory Group September 2011 - Present
Wealthstar Advisors November 2011 - March 2013
HomeTelos October 2010 - September 2011
Southwest Alliance of Asset Managers June 2009 - November 2010
Quantum/G&A Joint Venture May 2009 - February 2010
Ameriprise Financial May 2007 - June 2008
Ameriprise Financial November 2003 - May 2007
American Express Financial Advisors January 1998 - October 2003
Skills
Recruiting, Management, Training, Customer Service, Asset Management, Outlook, Operations Management
Education
TechSkills 2009 — 2010
Accounting/Bookkeeping
Dallas County Community College
Stephen F. Austin State University
Benedict Wealth Advisory Group September 2011 - Present
Wealthstar Advisors November 2011 - March 2013
HomeTelos October 2010 - September 2011
Southwest Alliance of Asset Managers June 2009 - November 2010
Quantum/G&A Joint Venture May 2009 - February 2010
Ameriprise Financial May 2007 - June 2008
Ameriprise Financial November 2003 - May 2007
American Express Financial Advisors January 1998 - October 2003
Skills
Recruiting, Management, Training, Customer Service, Asset Management, Outlook, Operations Management
Education
TechSkills 2009 — 2010
Accounting/Bookkeeping
Dallas County Community College
Stephen F. Austin State University
Karamjeet (Kary) Mangat CMC, CFP,MBA, MS, CIMA's American Express Financial Advisors Experience April 1983 - December 2001
Job Transformation Guide at Dynamic Directions
Industry Financial Services
Experience
Dynamic Directions December 2006 - Present
Ameriprise Financial Services, Inc. December 2001 - December 2007
American Express Financial Advisors April 1983 - December 2001
Sunoco March 1980 - April 1983
Skills
Executive Coaching, Strategic Financial..., Retirement Planning, Leadership, Business Planning, Investments, Coaching, Financial Advisory, Strategy, Finance, Program Management, Strategic Planning, Succession Planning, Small Business, Karamjeet(Kary)Mangat,..., Entrepreneurship, Financial Planning, Retirement
Education
Behavioral Coaching Institute 2011 — 2011
Certified Master Coach, Executive/Behavioral Coaching
Think2Perform Group 2009 — 2009
Certified Behavioral Advice, Emotional Competence Training, Passed
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Rutgers, The State University of New Jersey-Newark 1980 — 1983
MBA, Finance
Dynamic Directions December 2006 - Present
Ameriprise Financial Services, Inc. December 2001 - December 2007
American Express Financial Advisors April 1983 - December 2001
Sunoco March 1980 - April 1983
Skills
Executive Coaching, Strategic Financial..., Retirement Planning, Leadership, Business Planning, Investments, Coaching, Financial Advisory, Strategy, Finance, Program Management, Strategic Planning, Succession Planning, Small Business, Karamjeet(Kary)Mangat,..., Entrepreneurship, Financial Planning, Retirement
Education
Behavioral Coaching Institute 2011 — 2011
Certified Master Coach, Executive/Behavioral Coaching
Think2Perform Group 2009 — 2009
Certified Behavioral Advice, Emotional Competence Training, Passed
College for Financial Planning 1984 — 1986
CFP, Financial Planning
Rutgers, The State University of New Jersey-Newark 1980 — 1983
MBA, Finance
Ken Wilmot's American Express Financial Advisors Experience 1984 - 2002
Job Owner, Seasons Financial Group, Inc Securities offered through LPL Financial, Member FINRA/SIPC
Industry Financial Services
Experience
Seasons Financial Group, Inc 2000 - Present
American Express Financial Advisors 1984 - 2002
Education
Cornell University 1968 — 1972
BS, Economics, Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Finance and Financial Management Services
National Institute for Estate Planners 2003 — 2003
Graduate Estate Planning Consultant
Western Seminary 1972 — 1976
Master of Divinity, Theology
Western Seminary 1976 — 1979
Master of Theology, Theology
Western Seminary 2008 — 2011
Doctor of Ministry, Theology
Seasons Financial Group, Inc 2000 - Present
American Express Financial Advisors 1984 - 2002
Education
Cornell University 1968 — 1972
BS, Economics, Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Finance and Financial Management Services
National Institute for Estate Planners 2003 — 2003
Graduate Estate Planning Consultant
Western Seminary 1972 — 1976
Master of Divinity, Theology
Western Seminary 1976 — 1979
Master of Theology, Theology
Western Seminary 2008 — 2011
Doctor of Ministry, Theology
Theresa Roddy, CFP's American Express Financial Advisors Experience 1990 - 1997
Job Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
James Snyder's American Express Financial Advisors Experience March 1989 - February 2003
Job Vice President & Portfolio Manager at First Trust Advisors
Industry Investment Management
Experience
First Trust Advisors August 2013 - Present
Fort Sheridan Advisors March 2013 - August 2013
Bluefire Capital June 2011 - November 2012
Deerfield Capital November 2004 - January 2009
Spyglass Capital May 2003 - October 2004
American Express Financial Advisors March 1989 - February 2003
Harris Trust and Savings Bank October 1985 - March 1989
Skills
Portfolio Management, Fixed Income, Hedge Funds, Institutional Selling, Marketing, Alternative Investments, Investments, Asset Managment, Bloomberg, Asset Allocation, Derivatives, Bonds, Investment Management, Mutual Funds, Equities, Capital Markets, Insurance, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
DePaul University 1984 — 1986
MA, Economics
DePaul University 1980 — 1983
BS, Economics
First Trust Advisors August 2013 - Present
Fort Sheridan Advisors March 2013 - August 2013
Bluefire Capital June 2011 - November 2012
Deerfield Capital November 2004 - January 2009
Spyglass Capital May 2003 - October 2004
American Express Financial Advisors March 1989 - February 2003
Harris Trust and Savings Bank October 1985 - March 1989
Skills
Portfolio Management, Fixed Income, Hedge Funds, Institutional Selling, Marketing, Alternative Investments, Investments, Asset Managment, Bloomberg, Asset Allocation, Derivatives, Bonds, Investment Management, Mutual Funds, Equities, Capital Markets, Insurance, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
DePaul University 1984 — 1986
MA, Economics
DePaul University 1980 — 1983
BS, Economics
Jim Field, CFA's American Express Financial Advisors Experience October 1996 - December 2005
Job President at Okabena Co.
Industry Investment Management
Experience
Okabena Co. July 2014 - Present
Northern Trust January 2009 - July 2014
Northern Trust April 2007 - January 2009
Mid Atlantic Capital Group, Inc. January 2006 - November 2006
American Express Financial Advisors October 1996 - December 2005
Deloitte & Touche LLC 1991 - 1996
Skills
Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Equities, Series 7, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Income, Financial Modeling, Series 63, Securities, Estate Planning, Equity Research, Asset Management, Bonds, High Net Worth..., Private Equity, Wealth Management..., Financial Planning, Financial Services, Private Banking, ETFs
Education
DePaul University 1991 — 1993
Masters, Accounting
Williams College 1987 — 1991
BA, Economics
Okabena Co. July 2014 - Present
Northern Trust January 2009 - July 2014
Northern Trust April 2007 - January 2009
Mid Atlantic Capital Group, Inc. January 2006 - November 2006
American Express Financial Advisors October 1996 - December 2005
Deloitte & Touche LLC 1991 - 1996
Skills
Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Equities, Series 7, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Income, Financial Modeling, Series 63, Securities, Estate Planning, Equity Research, Asset Management, Bonds, High Net Worth..., Private Equity, Wealth Management..., Financial Planning, Financial Services, Private Banking, ETFs
Education
DePaul University 1991 — 1993
Masters, Accounting
Williams College 1987 — 1991
BA, Economics
Wayne Wulf, CFP®, ChFC®,'s American Express Financial Advisors Experience October 1999 - December 2002
Job CERTIFIED FINANCIAL PLANNER™ practitioner | An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2003 - Present
American Express Financial Advisors October 1999 - December 2002
American Express Financial Advisors May 1994 - September 1999
IDS/American Express Financial Advisors May 1987 - October 1994
Education
The American College 1994 — 1997
ChFC, Weath Preservation
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Minnesota State University, St. Cloud
BA - Cum Laude, Ecology
Ameriprise Financial Services, Inc. January 2003 - Present
American Express Financial Advisors October 1999 - December 2002
American Express Financial Advisors May 1994 - September 1999
IDS/American Express Financial Advisors May 1987 - October 1994
Education
The American College 1994 — 1997
ChFC, Weath Preservation
College for Financial Planning 1990 — 1992
CFP, Financial Planning
Minnesota State University, St. Cloud
BA - Cum Laude, Ecology
Tom Herron's American Express Financial Advisors Experience 1990 - 2001
Job Owner at Treasure Hunt Coins & Currency, LLC
Industry Consumer Goods
Experience
Treasure Hunt Coins & Currency, LLC July 2009 - Present
Ameriprise Financial Services 2002 - 2005
American Express Financial Services 1990 - 2002
American Express Financial Advisors 1990 - 2001
IDS 1969 - 1990
Skills
Team Building, Retirement Planning, Investments, Small Business, Business Analysis, Strategic Financial..., Strategic Planning, Process Improvement, Investment Properties, Financial Analysis, Insurance, Leadership, Requirements Analysis, Risk Management, SDLC, Vendor Management
Education
Concordia College 1965 — 1969
BA, Accounting
Treasure Hunt Coins & Currency, LLC July 2009 - Present
Ameriprise Financial Services 2002 - 2005
American Express Financial Services 1990 - 2002
American Express Financial Advisors 1990 - 2001
IDS 1969 - 1990
Skills
Team Building, Retirement Planning, Investments, Small Business, Business Analysis, Strategic Financial..., Strategic Planning, Process Improvement, Investment Properties, Financial Analysis, Insurance, Leadership, Requirements Analysis, Risk Management, SDLC, Vendor Management
Education
Concordia College 1965 — 1969
BA, Accounting
Jason Tarter, CFP®, ChFC®'s American Express Financial Advisors Experience 1997 - 1998
Job Vice President of Marketing & Digital Communication at Horace Mann
Industry Marketing and Advertising
Experience
Horace Mann March 2015 - Present
USAA September 2010 - March 2015
USAA 2008 - September 2010
USAA 2006 - 2008
USAA 2002 - 2006
American Express Financial Advisors 1997 - 1998
Skills
Strategic Financial..., Channel Optimization, Thought Leadership, Channel Strategy, Executive Management, Strategic Planning, Strategy, Financial Services, Innovation, Mentoring, Fixed Annuities, Retirement Planning, Finance, Channel Sales, Management, IRAs, Mutual Funds, Web Analytics, Spreadsheets, Insurance, Financial Advisory, Leadership, Retirement, Employee Benefits, Team Leadership, Training, Wealth Management, Coaching, Investment Management, Critical Thinking, Life Insurance, Securities, Investment Advisory, FINRA, Certified Financial..., Series 7, Investment Strategies, Estate Planning, Financial Planning, IRA's, 401k, Compliance, Operational Planning, Investments, Open Innovation, Dynamic Speaker, People Development, Social Media Marketing
Education
Northwestern University 1991 — 1996
BA, Psychology
College for Financial Planning
AAMS®, CRPC®, CMFC®, Asset Allocation, Retirement Planning, Investment Strategies
The American College
CLU®, CAP®, ChFC®, Life Insurance Law, Business Planning, and Charitable and Philanthropic Planning
The University of Texas at Austin
Innovation
Horace Mann March 2015 - Present
USAA September 2010 - March 2015
USAA 2008 - September 2010
USAA 2006 - 2008
USAA 2002 - 2006
American Express Financial Advisors 1997 - 1998
Skills
Strategic Financial..., Channel Optimization, Thought Leadership, Channel Strategy, Executive Management, Strategic Planning, Strategy, Financial Services, Innovation, Mentoring, Fixed Annuities, Retirement Planning, Finance, Channel Sales, Management, IRAs, Mutual Funds, Web Analytics, Spreadsheets, Insurance, Financial Advisory, Leadership, Retirement, Employee Benefits, Team Leadership, Training, Wealth Management, Coaching, Investment Management, Critical Thinking, Life Insurance, Securities, Investment Advisory, FINRA, Certified Financial..., Series 7, Investment Strategies, Estate Planning, Financial Planning, IRA's, 401k, Compliance, Operational Planning, Investments, Open Innovation, Dynamic Speaker, People Development, Social Media Marketing
Education
Northwestern University 1991 — 1996
BA, Psychology
College for Financial Planning
AAMS®, CRPC®, CMFC®, Asset Allocation, Retirement Planning, Investment Strategies
The American College
CLU®, CAP®, ChFC®, Life Insurance Law, Business Planning, and Charitable and Philanthropic Planning
The University of Texas at Austin
Innovation
Alisha Calapini's American Express Financial Advisors Experience October 2002 - August 2003
Job Clearance Coordinator at 44 Blue Productions
Industry Entertainment
Experience
44 Blue Productions May 2013 - Present
Universal Pictures May 2011 - May 2013
C To The B Productions August 2010 - February 2011
Ultra Films May 2009 - May 2010
QD3 Entertainment, Inc. August 2003 - February 2009
Hugo Boss July 2003 - August 2003
American Express Financial Advisors October 2002 - August 2003
Warren Cowan & Associates October 2002 - June 2003
Wells Fargo October 1999 - October 2002
Skills
Administration, Production, Entertainment, Outlook, Excel, Microsoft Office, Word, Film Production, Television, Television Production, Research, Film, Video Production, Documentaries, Producing, Feature Films, Post Production
Education
University of California, Los Angeles 2001 — 2003
BA, Communications
College of the Canyons 1998 — 2001
General Education
44 Blue Productions May 2013 - Present
Universal Pictures May 2011 - May 2013
C To The B Productions August 2010 - February 2011
Ultra Films May 2009 - May 2010
QD3 Entertainment, Inc. August 2003 - February 2009
Hugo Boss July 2003 - August 2003
American Express Financial Advisors October 2002 - August 2003
Warren Cowan & Associates October 2002 - June 2003
Wells Fargo October 1999 - October 2002
Skills
Administration, Production, Entertainment, Outlook, Excel, Microsoft Office, Word, Film Production, Television, Television Production, Research, Film, Video Production, Documentaries, Producing, Feature Films, Post Production
Education
University of California, Los Angeles 2001 — 2003
BA, Communications
College of the Canyons 1998 — 2001
General Education
Marc Mogan, CFP's American Express Financial Advisors Experience December 1990 - February 1998
Job Financial Advisor, Mogan McKinnon & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1998 - Present
American Express Financial Advisors December 1990 - February 1998
Baxter Healthcare June 1983 - July 1987
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
University of Wisconsin-Green Bay
BS, Business/Finance
Ameriprise Financial Services, Inc. February 1998 - Present
American Express Financial Advisors December 1990 - February 1998
Baxter Healthcare June 1983 - July 1987
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
University of Wisconsin-Green Bay
BS, Business/Finance
Scott Wardell, CFP's American Express Financial Advisors Experience 1982 - 2002
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2002 - Present
Montgomery Orchard January 1998 - Present
Wealth Enhancement Group February 2008 - February 2009
Thrivent Financial for Lutherans August 2002 - February 2008
American Express Financial Advisors 1982 - 2002
Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management
Education
College for Financial Planning 1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning
University of Minnesota-Twin Cities 1974 — 1980
BS, Business
Edina West High School 1970 — 1974
Thrivent Financial August 2002 - Present
Montgomery Orchard January 1998 - Present
Wealth Enhancement Group February 2008 - February 2009
Thrivent Financial for Lutherans August 2002 - February 2008
American Express Financial Advisors 1982 - 2002
Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management
Education
College for Financial Planning 1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning
University of Minnesota-Twin Cities 1974 — 1980
BS, Business
Edina West High School 1970 — 1974
Lori Roeller's American Express Financial Advisors Experience 1990 - 1997
Job Vice President, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2000 - Present
American Express Asset Management Group 1997 - 2000
American Express Financial Advisors 1990 - 1997
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
Concordia College 1985 — 1989
BA, Business Administration, French, Communications
BNY Mellon Asset Servicing March 2000 - Present
American Express Asset Management Group 1997 - 2000
American Express Financial Advisors 1990 - 1997
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
Concordia College 1985 — 1989
BA, Business Administration, French, Communications
Neal Logan's American Express Financial Advisors Experience April 1991 - February 1993
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 1993 - Present
US Army June 1978 - March 1996
American Express Financial Advisors April 1991 - February 1993
General Dynamics August 1988 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Strategies, Financial Advisory, Wealth, Bonds, Pensions, Income Protection, Estate and Legacy..., Portfolio Review, Wealth Transfer, Financial Strategies
Education
Dallas Baptist University 1974 — 1978
Bachelor of Science (BS), Criminal Justice/Police Science
Graham High School 1970 — 1974
Edward Jones November 1993 - Present
US Army June 1978 - March 1996
American Express Financial Advisors April 1991 - February 1993
General Dynamics August 1988 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Strategies, Financial Advisory, Wealth, Bonds, Pensions, Income Protection, Estate and Legacy..., Portfolio Review, Wealth Transfer, Financial Strategies
Education
Dallas Baptist University 1974 — 1978
Bachelor of Science (BS), Criminal Justice/Police Science
Graham High School 1970 — 1974
Robine (Brining) Hardey's American Express Financial Advisors Experience 1994 - 2002
Job CFO at HealthWorks for Northern Virginia
Industry Medical Practice
Experience
HealthWorks for Northern Virginia July 2013 - Present
Nova Medical and Urgent Care Center Inc. 2007 - June 2013
Aircraft Owners & Pilots Association January 2004 - October 2006
American Express Financial Advisors 1994 - 2002
Shenandoah Federal Savings Bank September 1981 - February 1994
Skills
Accounting, Budgeting, Strategic Planning, Process Improvement, Microsoft Office, Financial Reporting, Compliance, Financial Analysis, Healthcare, Business Planning, Financial Management, Accounts Receivable, Cash Flow, Cash Management, Excel, Budgets, Management, Leadership, Healthcare Management, Team Building, Customer Service, Managerial Finance
Education
Mt. St. Mary's College 1986 — 1990
MBA coursework
Davis and Elkins College 1976 — 1978
BS, Finance and Accounting
HealthWorks for Northern Virginia July 2013 - Present
Nova Medical and Urgent Care Center Inc. 2007 - June 2013
Aircraft Owners & Pilots Association January 2004 - October 2006
American Express Financial Advisors 1994 - 2002
Shenandoah Federal Savings Bank September 1981 - February 1994
Skills
Accounting, Budgeting, Strategic Planning, Process Improvement, Microsoft Office, Financial Reporting, Compliance, Financial Analysis, Healthcare, Business Planning, Financial Management, Accounts Receivable, Cash Flow, Cash Management, Excel, Budgets, Management, Leadership, Healthcare Management, Team Building, Customer Service, Managerial Finance
Education
Mt. St. Mary's College 1986 — 1990
MBA coursework
Davis and Elkins College 1976 — 1978
BS, Finance and Accounting
Steve Bixby's American Express Financial Advisors Experience February 2003 - January 2005
Job Stepp Financial American Portfolios
Industry Financial Services
Experience
ABCO Federal Credit Union April 2014 - Present
Stepp Financial January 2013 - April 2014
Moorestown Fire Department 2005 - February 2014
Reliable Adjustment Company February 2011 - December 2012
REMAX Main St. Realty February 2005 - January 2012
REMAX of Cherry Hill February 2005 - June 2006
American Express Financial Advisors February 2003 - January 2005
IBM July 1998 - December 2002
Ceridian Employer Services February 1994 - July 1998
Networld Inc. February 1993 - February 1994
Skills
Team Building, Budgets, Business Development, Investments, Real Estate, Customer Service, Investment Properties, Selling, Asset Managment, Negotiation, Strategic Leadership, Change Management, Contract Negotiation
Education
Dartmouth College 1973 — 1977
BA, Mathematics
Madison High School 1969 — 1973
High School, College Prep
ABCO Federal Credit Union April 2014 - Present
Stepp Financial January 2013 - April 2014
Moorestown Fire Department 2005 - February 2014
Reliable Adjustment Company February 2011 - December 2012
REMAX Main St. Realty February 2005 - January 2012
REMAX of Cherry Hill February 2005 - June 2006
American Express Financial Advisors February 2003 - January 2005
IBM July 1998 - December 2002
Ceridian Employer Services February 1994 - July 1998
Networld Inc. February 1993 - February 1994
Skills
Team Building, Budgets, Business Development, Investments, Real Estate, Customer Service, Investment Properties, Selling, Asset Managment, Negotiation, Strategic Leadership, Change Management, Contract Negotiation
Education
Dartmouth College 1973 — 1977
BA, Mathematics
Madison High School 1969 — 1973
High School, College Prep
Timothy Fielden's American Express Financial Advisors Experience 1998 - 1999
Job Experienced systems architect, software tester, and technical writer
Industry Computer Software
Experience
Countrywide 2003 - 2004
TriMin Systems 2002 - 2003
Superior Offsite Solutions 2001 - 2002
InfoWorld 1999 - 2001
American Express Financial Advisors 1998 - 1999
Green Tree Servicing 1995 - 1998
Keane 1989 - 1995
Education
Rasmussen College 2007 — 2009
MLT
Rochester Community College 1989 — 1995
Computer Science, English
Community College of Aurora 1984 — 1986
Computer Science, English
Countrywide 2003 - 2004
TriMin Systems 2002 - 2003
Superior Offsite Solutions 2001 - 2002
InfoWorld 1999 - 2001
American Express Financial Advisors 1998 - 1999
Green Tree Servicing 1995 - 1998
Keane 1989 - 1995
Education
Rasmussen College 2007 — 2009
MLT
Rochester Community College 1989 — 1995
Computer Science, English
Community College of Aurora 1984 — 1986
Computer Science, English
Sekhar Vemprala's American Express Financial Advisors Experience September 1990 - October 2004
Job Owner, Wealth Planning Advisory Group
Industry Financial Services
Experience
Wealth Planning Advisory Group October 2004 - Present
American Express Financial Advisors September 1990 - October 2004
Education
The American College 1995 — 1997
CLU, Finanical Planning
The American College 1993 — 1995
ChFC, Fnancial Planning
College for Financial Planning 1990 — 1993
CFP, Financial Planning
Eastern Illinois University 1985 — 1986
MBA, Finance
Wealth Planning Advisory Group October 2004 - Present
American Express Financial Advisors September 1990 - October 2004
Education
The American College 1995 — 1997
CLU, Finanical Planning
The American College 1993 — 1995
ChFC, Fnancial Planning
College for Financial Planning 1990 — 1993
CFP, Financial Planning
Eastern Illinois University 1985 — 1986
MBA, Finance
Hussein El-Tawil's American Express Financial Advisors Experience August 1990 - April 1991
Job Director of Operations at US Department of Veterans Affairs
Industry Research
Experience
US Department of Veterans Affairs November 2004 - June 2011
Self Employed August 2003 - November 2004
Bank Polska Kasa Opieki (UniCredito Group) September 1991 - July 2003
American Express Financial Advisors August 1990 - April 1991
Tawil Trade Finance, LLC November 1989 - August 1990
Manufacturers Hanover Trust September 1979 - October 1989
Arab Petroleum Pipelines Co. (SUMED) August 1976 - September 1979
Education
Georgetown University - Government Affairs Institute 2010 — 2010
Seminar, Congressional Operations
Dalhousie University
B.A., Political Science and Development Economics
Pelham Memorial High School
HS, NYS High School Curriculum
US Department of Veterans Affairs November 2004 - June 2011
Self Employed August 2003 - November 2004
Bank Polska Kasa Opieki (UniCredito Group) September 1991 - July 2003
American Express Financial Advisors August 1990 - April 1991
Tawil Trade Finance, LLC November 1989 - August 1990
Manufacturers Hanover Trust September 1979 - October 1989
Arab Petroleum Pipelines Co. (SUMED) August 1976 - September 1979
Education
Georgetown University - Government Affairs Institute 2010 — 2010
Seminar, Congressional Operations
Dalhousie University
B.A., Political Science and Development Economics
Pelham Memorial High School
HS, NYS High School Curriculum
Sheila Sundberg sheila.sundberg@astound.net's American Express Financial Advisors Experience June 2001 - September 2001
Job Administrative Assistant/Receptionist at Livingston Law Firm
Industry Executive Office
Experience
Livingston Law Firm February 2013 - Present
Northgate Capital January 2011 - October 2011
Crow Canyon Country Club June 2004 - June 2009
Gillis Valla & Dalsin, Attorneys at Law January 2003 - April 2003
American Express Financial Advisors June 2001 - September 2001
Girard & Vinson Attorneys at Law October 2000 - June 2001
Longs Drug Stores March 1997 - June 2001
Skills
Management, Marketing, Administrative...
Education
Contra Costa College
Business
Livingston Law Firm February 2013 - Present
Northgate Capital January 2011 - October 2011
Crow Canyon Country Club June 2004 - June 2009
Gillis Valla & Dalsin, Attorneys at Law January 2003 - April 2003
American Express Financial Advisors June 2001 - September 2001
Girard & Vinson Attorneys at Law October 2000 - June 2001
Longs Drug Stores March 1997 - June 2001
Skills
Management, Marketing, Administrative...
Education
Contra Costa College
Business
LaWanna Hayes's American Express Financial Advisors Experience 1997 - 1999
Job Executive Assistant
Industry Higher Education
Experience
Columbus State University July 1999 - Present
American Express Financial Advisors 1997 - 1999
American Express Bank 1993 - 1996
Skills
Higher Education, Event Planning, Student Affairs, PowerPoint, Public Speaking, Microsoft Office, Community Outreach, Research, Customer Service, Data Entry, Microsoft Word, Nonprofits, Fundraising, Leadership, Teaching, Administrative..., Leadership Development, Social Networking, Administration, Staff Development, Academia, Blogging, Volunteer Management, Facebook, Outlook, Microsoft Excel, Editing, Supervisory Skills, Office Management, Social Media, Administrative...
Education
Columbus State University
Columbus State University July 1999 - Present
American Express Financial Advisors 1997 - 1999
American Express Bank 1993 - 1996
Skills
Higher Education, Event Planning, Student Affairs, PowerPoint, Public Speaking, Microsoft Office, Community Outreach, Research, Customer Service, Data Entry, Microsoft Word, Nonprofits, Fundraising, Leadership, Teaching, Administrative..., Leadership Development, Social Networking, Administration, Staff Development, Academia, Blogging, Volunteer Management, Facebook, Outlook, Microsoft Excel, Editing, Supervisory Skills, Office Management, Social Media, Administrative...
Education
Columbus State University
Jennifer Griffith's American Express Financial Advisors Experience July 1999 - October 2001
Job Operations Director at Xerox
Industry Information Technology and Services
Experience
Xerox January 2014 - Present
Gemalto August 2013 - January 2014
Xerox November 2010 - August 2013
K/P Corporation July 2008 - October 2010
JPMorganChase October 2001 - July 2008
American Express Financial Advisors July 1999 - October 2001
Skills
Vendor Management, Process Improvement, Business Analysis, Account Management, Project Management, Operations Management, Outsourcing, Management, Customer Service, Change Management, Program Management, Team Leadership, Team Building, Strategic Planning, Business Process..., Cross-functional Team..., Quality Assurance, Product Management, Software Documentation, Process Engineering, ITIL, SDLC, Software Project..., Service Delivery, Project Planning, CRM, Leadership, IT Strategy
Education
DeVry University 2002 — 2006
BS, Technical Management
Xerox January 2014 - Present
Gemalto August 2013 - January 2014
Xerox November 2010 - August 2013
K/P Corporation July 2008 - October 2010
JPMorganChase October 2001 - July 2008
American Express Financial Advisors July 1999 - October 2001
Skills
Vendor Management, Process Improvement, Business Analysis, Account Management, Project Management, Operations Management, Outsourcing, Management, Customer Service, Change Management, Program Management, Team Leadership, Team Building, Strategic Planning, Business Process..., Cross-functional Team..., Quality Assurance, Product Management, Software Documentation, Process Engineering, ITIL, SDLC, Software Project..., Service Delivery, Project Planning, CRM, Leadership, IT Strategy
Education
DeVry University 2002 — 2006
BS, Technical Management
Julia Gaarder's American Express Financial Advisors Experience January 1995 - January 1996
Job Executive Assistant at Capstone Publishers
Industry Telecommunications
Experience
Capstone Publishers November 2013 - Present
United Healthcare April 2012 - October 2013
ADC Telecommunications/TE Connectivity January 2011 - January 2012
TE Connectivity June 2000 - January 2012
ADC Telecommunications June 2000 - January 2011
GE Capital Fleet Services December 1997 - March 2000
Investors Financial Group, Inc January 1996 - December 1997
American Express Financial Advisors January 1995 - January 1996
American Express Financial Advisors January 1993 - January 1995
White-Sundstrand January 1980 - January 1989
Skills
Employee Relations, PowerPoint, Management, PeopleSoft, Marketing Strategy, Human Resources, Microsoft Excel, Outlook, Office Management, Cross-functional Team..., Microsoft Word, Process Improvement, Administrative..., Customer Service
Education
Crown College
In Progress, Psychology
Capstone Publishers November 2013 - Present
United Healthcare April 2012 - October 2013
ADC Telecommunications/TE Connectivity January 2011 - January 2012
TE Connectivity June 2000 - January 2012
ADC Telecommunications June 2000 - January 2011
GE Capital Fleet Services December 1997 - March 2000
Investors Financial Group, Inc January 1996 - December 1997
American Express Financial Advisors January 1995 - January 1996
American Express Financial Advisors January 1993 - January 1995
White-Sundstrand January 1980 - January 1989
Skills
Employee Relations, PowerPoint, Management, PeopleSoft, Marketing Strategy, Human Resources, Microsoft Excel, Outlook, Office Management, Cross-functional Team..., Microsoft Word, Process Improvement, Administrative..., Customer Service
Education
Crown College
In Progress, Psychology
Susan Lubin, CFP's American Express Financial Advisors Experience 1991 - 2009
Job Investment Advisory Representative at Krasney Financial LLC
Industry Investment Management
Experience
Krasney Financial LLC March 2012 - Present
INTEGRITY LIFE SOLUTIONS September 2009 - February 2012
American Express Financial Advisors 1991 - 2009
Skills
Strategic Financial..., Fixed Annuities, Disability Insurance, 401k, Retirement, Long-term Care, Life Insurance, Mutual Funds, Retirement Planning, Term Life Insurance, Insurance, Financial Advisory, Investments, IRAs, Financial Services, Estate Planning, Financial Planners, Health Insurance, Employee Benefits, Portfolio Management
Education
Columbia University in the City of New York
Master of Science (MS)
University of Delaware
Krasney Financial LLC March 2012 - Present
INTEGRITY LIFE SOLUTIONS September 2009 - February 2012
American Express Financial Advisors 1991 - 2009
Skills
Strategic Financial..., Fixed Annuities, Disability Insurance, 401k, Retirement, Long-term Care, Life Insurance, Mutual Funds, Retirement Planning, Term Life Insurance, Insurance, Financial Advisory, Investments, IRAs, Financial Services, Estate Planning, Financial Planners, Health Insurance, Employee Benefits, Portfolio Management
Education
Columbia University in the City of New York
Master of Science (MS)
University of Delaware
Connie Ford's American Express Financial Advisors Experience September 1990 - June 1998
Job Student DIsability Services Specialist at St. Olaf College
Industry Higher Education
Experience
St. Olaf College August 2006 - Present
Connie Ford Tutoring December 2000 - August 2006
American Express Financial Advisors September 1990 - June 1998
Skills
Student Development, Student Affairs, Teaching, Residence Life, Student Leadership, Tutoring, Research, R, Strong Interest..., University Teaching, Mathematica, LaTeX, Grant Writing, Statistics, SPSS, Campus, Public Speaking, Stata, Student Engagement, Curriculum Development
Education
Dickinson College 1972 — 1976
Bachelor's degree, American Studies
St. Olaf College August 2006 - Present
Connie Ford Tutoring December 2000 - August 2006
American Express Financial Advisors September 1990 - June 1998
Skills
Student Development, Student Affairs, Teaching, Residence Life, Student Leadership, Tutoring, Research, R, Strong Interest..., University Teaching, Mathematica, LaTeX, Grant Writing, Statistics, SPSS, Campus, Public Speaking, Stata, Student Engagement, Curriculum Development
Education
Dickinson College 1972 — 1976
Bachelor's degree, American Studies
Emily Novick, CFA, CFP®'s American Express Financial Advisors Experience June 2000 - July 2001
Job Vice President, Portfolio Strategist at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank February 2012 - Present
HA&W Wealth Management March 2002 - January 2012
American Express Financial Advisors June 2000 - July 2001
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Capital Markets
Education
Dickinson College 1996 — 2000
Bachelor of Arts (BA), Economics
SunTrust Bank February 2012 - Present
HA&W Wealth Management March 2002 - January 2012
American Express Financial Advisors June 2000 - July 2001
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Capital Markets
Education
Dickinson College 1996 — 2000
Bachelor of Arts (BA), Economics
Emmie Smith's American Express Financial Advisors Experience 2000 - 2001
Job Associate Director of Education & Resources at American Immigration Lawyers Association
Industry Legal Services
Experience
American Immigration Lawyers Association May 2010 - Present
American Immigration Lawyers Association May 2010 - Present
Nagashima Ohno & Tsunematsu January 2008 - December 2009
TMI Associates May 2007 - December 2007
Kosins Law Office September 2006 - April 2007
American Express Financial Advisors 2000 - 2001
Education
Temple University - James E. Beasley School of Law 2006 — 2007
LL.M., Transnational Law LL.M.
University of Pittsburgh School of Law 2002 — 2005
J.D.
Cornell University 1996 — 2000
B.A., Asian Studies
KCJS
American Immigration Lawyers Association May 2010 - Present
American Immigration Lawyers Association May 2010 - Present
Nagashima Ohno & Tsunematsu January 2008 - December 2009
TMI Associates May 2007 - December 2007
Kosins Law Office September 2006 - April 2007
American Express Financial Advisors 2000 - 2001
Education
Temple University - James E. Beasley School of Law 2006 — 2007
LL.M., Transnational Law LL.M.
University of Pittsburgh School of Law 2002 — 2005
J.D.
Cornell University 1996 — 2000
B.A., Asian Studies
KCJS
Carol Lanneau-Parker's American Express Financial Advisors Experience January 1987 - August 1999
Job Budget Analysis at Harris County
Industry Government Administration
Experience
Harris County September 1999 - Present
American Express Financial Advisors January 1987 - August 1999
Honeywell Inc April 1982 - January 1987
Skills
Public Policy, Government, Policy, Public Administration, Legislative Relations, Research, Community Outreach, Politics, Public Speaking, Budgets, Change Management, Grant Writing, Program Development, Program Management, Strategic Planning
Education
Western Michigan University 1996 — 1999
Master of Public Administration (MPA), Finance, General
CUNY York College 1979 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Harris County September 1999 - Present
American Express Financial Advisors January 1987 - August 1999
Honeywell Inc April 1982 - January 1987
Skills
Public Policy, Government, Policy, Public Administration, Legislative Relations, Research, Community Outreach, Politics, Public Speaking, Budgets, Change Management, Grant Writing, Program Development, Program Management, Strategic Planning
Education
Western Michigan University 1996 — 1999
Master of Public Administration (MPA), Finance, General
CUNY York College 1979 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Tom Hockenbery's American Express Financial Advisors Experience October 1978 - May 1988
Job Owner, Independent Planning Service
Industry Financial Services
Experience
Independent Planning Service June 1988 - Present
American Express Financial Advisors October 1978 - May 1988
Skills
Small Business, Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Disability Insurance, Financial Planners, Term Life Insurance, Insurance, Investment Advisory, Life Insurance, Financial Advisory, Certified Financial...
Education
College for Financial Planning
Independent Planning Service June 1988 - Present
American Express Financial Advisors October 1978 - May 1988
Skills
Small Business, Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Disability Insurance, Financial Planners, Term Life Insurance, Insurance, Investment Advisory, Life Insurance, Financial Advisory, Certified Financial...
Education
College for Financial Planning
Ron Bender's American Express Financial Advisors Experience 1970 - 1998
Job Retired at Richfield, MN
Industry Financial Services
Experience
Richfield, MN Internal AuditorAmeriprise Financial1970 - 1998
Ameriprise Financial Services, Inc. 1970 - 1998
American Express Financial Advisors 1970 - 1998
Skills
Retirement Planning, Series 7, Retirement, Internal Audit, Financial Services, Process Improvement, Risk Management, Strategic Planning, Wealth Management, Investments, Finance
Education
Dakota Wesleyan University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Economics
Dakota Wesleyan University, Mitchell, SD 1966 — 1970
Bachelor's degree, Business Administration and Management, General
South Dakota State University 1954 — 1955
None
Richfield, MN Internal AuditorAmeriprise Financial1970 - 1998
Ameriprise Financial Services, Inc. 1970 - 1998
American Express Financial Advisors 1970 - 1998
Skills
Retirement Planning, Series 7, Retirement, Internal Audit, Financial Services, Process Improvement, Risk Management, Strategic Planning, Wealth Management, Investments, Finance
Education
Dakota Wesleyan University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Economics
Dakota Wesleyan University, Mitchell, SD 1966 — 1970
Bachelor's degree, Business Administration and Management, General
South Dakota State University 1954 — 1955
None
Aleksandra Skowronski's American Express Financial Advisors Experience May 1997 - September 1998
Job Advisor, Financial Planning & Analysis, General Accounting at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health October 2013 - Present
Cardinal Health March 2009 - October 2013
Cardinal Health May 2005 - March 2009
Cardinal Health August 2003 - May 2005
Cardinal Health March 2001 - August 2003
Northern Trust October 1998 - February 2001
American Express Financial Advisors May 1997 - September 1998
Skills
Forecasting, Budgets, SAP, Managerial Finance, Finance, Accounting, Data Analysis, Hyperion Enterprise, Analysis, Six Sigma, Variance Analysis, Balance Sheet Analytics, Cash Flow Forecasting, Cash Flow Reporting, balance sheet reporting, Customer Satisfaction, Customer Oriented, Balance Sheet..., Highly detail oriented, Dependable Team Player, Analytic Problem Solving, Reporting & Analysis, Organized Multi-tasker, General Ledger, Fixed Assets, Fixed Asset Depreciation, Account Reconciliation, Accounts Payable, Accounts Receivable, Journal Entries, Monthly Close, Accruals
Education
DePaul University
BA, Finance, High Honors
Keller Graduate School of Management of DeVry University
MBA Student
Cardinal Health October 2013 - Present
Cardinal Health March 2009 - October 2013
Cardinal Health May 2005 - March 2009
Cardinal Health August 2003 - May 2005
Cardinal Health March 2001 - August 2003
Northern Trust October 1998 - February 2001
American Express Financial Advisors May 1997 - September 1998
Skills
Forecasting, Budgets, SAP, Managerial Finance, Finance, Accounting, Data Analysis, Hyperion Enterprise, Analysis, Six Sigma, Variance Analysis, Balance Sheet Analytics, Cash Flow Forecasting, Cash Flow Reporting, balance sheet reporting, Customer Satisfaction, Customer Oriented, Balance Sheet..., Highly detail oriented, Dependable Team Player, Analytic Problem Solving, Reporting & Analysis, Organized Multi-tasker, General Ledger, Fixed Assets, Fixed Asset Depreciation, Account Reconciliation, Accounts Payable, Accounts Receivable, Journal Entries, Monthly Close, Accruals
Education
DePaul University
BA, Finance, High Honors
Keller Graduate School of Management of DeVry University
MBA Student
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.