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
Charles Schwab February 2014 - Present
USAA September 2011 - February 2014
USAA September 2008 - September 2011
USAA July 2005 - September 2008
USAA May 2004 - July 2005
American Express Financial Advisors March 1996 - April 2004
East Baton Rouge Parish School System August 1990 - March 1996
Education
American College 2002 — 2004
CFP, ChFC, CLU, Financial Planning, Insurance, Investments
Louisiana State University 1984 — 1990
BA, History, Education
Bologna Consultants November 2007 - Present
Mass Mutual Fin. Servs. December 2006 - October 2007
Charles Schwab and Co. September 2005 - September 2006
Charles Schwab Bank September 2005 - September 2006
American Express Financial Advisors May 1995 - August 2005
American Express Financial Advisors January 1995 - April 1995
Hamilton Advisors October 1994 - December 1994
Allen & Hoshall Engr and Arch. August 1991 - September 1994
Pickering Firm Engineering and Arch. September 1988 - July 1991
Skills
Project Planning and..., Project Management, Construction Oversight, Comprehensive Financial..., Financial Analysis, Investments, Securities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, General Management, Recruiting, Marketing, Leadership, Consulting, Construction, Contract Negotiation, Project Planning, Contract Management, Budgets, Risk Management, Sales, Financial Goals, Insurance, Strategic Financial..., Business Development
Education
National Association of Securities Dealers 1995 — 1995
Series 7 and 63
Tennessee Department of Insurance 1995 — 1995
Series 21 and 22 and 23
Louisiana State University 1982 — 1988
Bachelor of Landscape Architecture, College of Design
Memphis State University
Elective Study Summers of 1986 and 1987
Raymond James Financial Services, Inc. January 2003 - Present
Progressive Bank 2000 - Present
Legg Mason November 1999 - January 2003
American Express Financial Advisors October 1998 - November 1999
Skills
Portfolio Management, Investment Advisory, Wealth, Insurance, Financial Analysis, Finance, Financial Planners, Financial Planning, Investment Management, 401k, Wealth Management..., Series 7, Bonds, Stocks, ETFs, Long-term Care, Life Insurance, Series 65, Long Term Care Insurance, Disability Insurance, Series 9/10
Education
Louisiana Tech University 1969 — 1973
Bachelor of Arts, Architecture
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. 2002 - 2008
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1997 - 2000
American Express Financial Advisors 1995 - 1997
Education
La Salle University 1990 — 1994
B.S., Finance and Risk Management
CAS, Institute of Business & Finance, San Diego, CA
CFS, Institute of Business & Finance, San Diego, CA
CLTC, Corporation for Long Term Care, Newton, PA
CRPC, College for Financial Planning, Greenwood Village, CO
Columbia Threadneedle Investments, US January 2011 - Present
Columbia Management May 2010 - January 2011
RiverSource Distributors Inc. October 2006 - May 2010
RiverSource Distributors, Inc. January 2009 - May 2009
RiverSource Distributors, Inc. October 2006 - December 2008
Ameriprise Financial with the practice of Michelle Young January 2006 - October 2006
Ameriprise Financial March 2005 - January 2006
American Express Financial Advisors October 2003 - March 2005
Skills
Series 7, Series 66, Mutual Funds, Wholesaling
Education
Kalamazoo College 1999 — 2003
BA, Economics, Business/Finance, Sociology
Grosse Ile High School
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC 2008 - April 2015
Wachovia Securities 2005 - 2008
Wachovia Securities 2002 - 2005
American Express Financial Advisors 2001 - 2002
Skills
Asset Allocation, Retirement Planning, Mutual Funds
Education
James Madison University - College of Business 1998 — 2001
BBA, Marketing Information Systems
Herndon High School 1994 — 1997
Thermo Fisher Scientific 2009 - 2012
Weyerhaeuser/International Paper 2006 - 2009
Fiserv d.b.a. Personix 2002 - 2006
Robert Half Management Resources 2001 - 2001
Personnel Decisions International 1998 - 2001
Amherst H. Wilder Foundation 1996 - 1998
American Express Financial Advisors 1986 - 1996
Skills
Forecasting, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Process Improvement, Finance, Leadership, Internal Controls, Accounting, Management, Internal Audit, US GAAP, Account Reconciliation, Business Process..., Accounts Payable, GAAP, Financial Statements, Accounts Receivable, Hyperion HFM, SAP R/3, SAP BW, Mapics, Budget Process, Kaizen, Cognos, Lean Manufacturing, Business Ethics, Safety, ISIS, Access, IBM iSeries, AS400 system, JD Edwards, Intacct, Insight Unlimited
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA, Finance
Metropolitan State University 1991 — 1995
Bachelor of Science, Accounting
Sigue Corporation December 2014 - Present
Ocean Bank June 2011 - December 2014
Catering by GISELLE September 2009 - June 2011
Zen Village 2010 - 2011
Evans Petroleum Services, Inc. September 2009 - September 2010
Living Waters European Day Spa & Salon June 2001 - January 2009
Living Waters European Day Spa & Salon June 2000 - June 2001
GMV Consultants, Inc. January 1998 - June 2000
American Express Financial Advisors July 1995 - June 1996
Diagnostic Support Services January 1994 - June 1995
Skills
Budgeting, Administration, Accounting, Quickbooks, Inventory Management, Customer Relations, Customer Service, Spanish, Operations Management, Problem Solving, Excel, Team Building, Event Planning, Word, Outlook, Event Management, Microsoft Office, Scheduling, Negotiation, Analysis, Hiring, Purchasing, Bank Secrecy Act, Banking, AML, Anti Money Laundering, Microsoft Excel, OFAC, Management, Financial Risk, Risk Management, Due Diligence, Risk Assessment, Fraud, KYC, Finance, Payroll, Budgets, Retail Banking, Credit, Software Documentation
Education
Miami Dade College 1985 — 1987
Associate of Science (A.S.), Banking and Financial Support Services
Tri Parish Beauregard Rehabilitation Hospital July 2014 - Present
Presence St. Francis Medical Center August 2013 - November 2013
MacNeal Hospital August 2012 - November 2012
University of Illinois Medical Center August 2010 - September 2012
Provena Covenant Medical Center May 2012 - August 2012
Advocate Trinity Hospital July 2010 - August 2010
Des Medical Corp. September 2006 - September 2009
Affiliated Resources, Inc. September 1996 - September 2004
American Express Financial Advisors September 1995 - September 1996
Chicago Cubs Sports Shop January 1993 - September 1995
Skills
Physical Therapy, Rehabilitation, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Research, Cpr Certified, Teamwork, Social Media, Data Analysis, Healthcare, Outlook, Market Research, Project Management, Teaching
Education
University of Illinois at Chicago 2010 — 2013
Doctorate, Physcial Therapy
Loyola University Chicago 1992 — 1995
Masters Degree, Business Administration (Finance)
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor's degree, Psychology
L&M Radiator, Inc May 2008 - Present
Arbonne International November 2010 - Present
Plains Midstream Canada November 2005 - May 2008
American Express Financial Advisors August 2001 - January 2004
Skills
Outlook, Time Management, Customer Service, Purchasing, Microsoft Excel, Accounts Receivable, PowerPoint, Invoicing, Sewing, Databases, Manufacturing, Drawing, Project Planning
Education
North Dakota State University 1999 — 2000
Mesabi Range Community and Technical College 1997 — 1999
Wealth Enhancement Group January 2011 - Present
Thrivent Financial for Lutherans April 2007 - January 2011
American Express Financial Advisors July 1986 - March 2007
Skills
Retirement Planning, Strategic Financial..., Leadership, Securities, Financial Advisory, Retirement, Estate Planning
Education
Louisiana Tech University 1981 — 1986
Business Administration, Marketing, Management
Self employed August 2003 - Present
BFM & Associates, LLC @ Ameriprise Financial January 2012 - October 2012
McGill Smith Punshon January 2009 - October 2009
Petra Capital Management Group June 2005 - September 2008
American Express Financial Advisors December 1998 - June 2005
Miami University August 1993 - April 1994
Sylvan Learning Center May 1988 - May 1993
Various Schools August 1986 - September 1990
Skills
Fundraising, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Training, Coaching, Social Media Marketing, Leadership Development, Small Business, Event Management
Education
Grace College
Bachelor of Science, Secondary Mathematics Education
Miami University
Masters of Education; Ed, Secondary Mathematics
Contra Costa County March 2015 - Present
CTWO February 2013 - February 2015
NHS of San Antonio December 2007 - July 2012
Our Lady of the Lake University 2004 - 2005
Shaw Industries 1998 - 2002
American Express Financial Advisors February 1997 - July 1998
Skills
Financial Management..., Management, Training, Nonprofits, Budgets, Marketing, Human Resources, Event Management, Volunteer Management, Recruiting, Proposal Writing, Fundraising, Grant Writing, Marketing Strategy, Program Management, Leadership Development, Strategic Planning, I.T. Management
Education
The University of Tennessee at Chattanooga 2000 — 2001
MBA, International Management
Lee University 1993 — 1996
Business Administration and Modern Foreign Languages
Nova Wealth Management, INC December 2011 - Present
Fifth Third Securities March 2003 - December 2011
American Express Financial Advisors August 2001 - March 2003
Skills
Series 7, Asset Allocation, Series 66, Trading Strategies, Fixed Income, Corporate Trust, Unit Trusts, Estate Planning, Wealth Transfer, Equity Trading, Investment Strategies, Wealth
Education
Kent State University 1993 — 1998
Lake Catholic
Focus Financial Network, Inc. January 2012 - Present
AIG Retirement Services May 2008 - February 2012
Ameriprise Financial Services, Inc. June 2005 - May 2008
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2002 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Asset Management, Estate Planning, Retirement, Financial Services, Asset Allocation, Wealth, Financial Planners, Finance, Wealth Management..., Life Insurance, Small Business, Series 7, Investment Advisory, Mutual Funds, 401k, Series 63, Financial Planning, Investment Management, Personal Finance, Long-term Care, Insurance, Risk Management, Fixed Annuities, Investment Strategies, IRAs, Securities, Series 6, Uniform Combined State..., Personal Financial..., Wealth Accumulation, 401k Rollovers, Disability Insurance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1999 — 2004
BS, Finance & Political Science
CFA Institute
Chartered Financial Analyst, CFA Level III Candidate, Passed CFA Level I & II Exam (1st Attempts)
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
Park Center 1996 — 1999
Diploma
MarketViews & Insights, LLC 1991 - Present
S. C. Johnson & Son, Inc. 1989 - 1991
The Pillsbury Company 1987 - 1989
American Express Financial Advisors 1984 - 1987
S. C. Johnson & Son, Inc. 1976 - 1984
Burke Marketing Research 1971 - 1976
Education
University of Cincinnati College of Business 1971 — 1973
MBA, Marketing
Lake Superior State University 1967 — 1971
BSBA, Marketing
Susan Maples, DDS March 2003 - Present
American Express Financial Advisors May 2000 - September 2002
American Express Financial Advisors February 1988 - May 2000
Skills
Healthcare, Healthcare Management, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Budgets, Financial Analysis, HIPAA, Outlook, Public Speaking, Dentistry
Education
Lansing Community College 1980 — 1999
Accounting and Finance
CDW March 2004 - Present
American Express Financial Advisors July 2003 - February 2004
Skills
Account Management, New Business Development, Sales, Solution Selling, Customer Service, Strategic Planning, Sales Leader, Unified Communications, Virtualization, Storage Area Networks, Cloud Computing, HP Servers, EMC Storage, Microsoft Technologies, Cisco Technologies, IBM Servers, NetApp Accredited Sales..., VMware, Converged Infrastructure, VoIP, Data Center..., Network Security, Infrastructure..., Converged Communications, Storage, Data Center, Enterprise Software, Managed Services, SaaS
Education
Lake Forest College 1999 — 2003
Bachelor's degree, Economics
Bernstein Private Wealth Management February 2011 - Present
Keithley Development & America's Mortgage Broker January 2002 - June 2011
American Express Financial Advisors December 1999 - January 2002
Skills
Investments, Business Planning, Investment Properties, Mergers, Strategic Planning, Portfolio Management, Financial Structuring, Financial Modeling, Asset Management, Risk Management, Real Estate, Mergers & Acquisitions, Finance, Financial Planning, Management, Start-ups, Strategic Financial..., Strategy, Venture Capital
Education
Keene State College 1995 — 1999
BS, Business Management
University of New England 1993 — 1994
Clock Medical Supply May 2005 - Present
American Express Financial Advisors January 1994 - May 1997
Skills
Sales Management, New Business Development, Management, Strategic Planning, Team Building, Account Management, Marketing Strategy, Sales, Sales Operations, Contract Negotiation, Selling, Marketing, Negotiation, Business Development, Budgets
Education
Kansas State University 1989 — 1993
Bachelors, Business
Winfield High School 1985 — 1989
Mayo Clinic January 2007 - Present
American Express Financial Advisors May 1998 - January 2001
Skills
Insurance, Team Building, Customer Service
Education
Makerere University 1990 — 1994
Natural Specialty Sales January 2015 - Present
Natural Specialty Sales January 2014 - January 2015
Natural Specialty Sales January 2012 - January 2014
The Gillette Company 1996 - 2005
American Express Financial Advisors June 1995 - August 1996
American Century Investments January 1994 - April 1995
Skills
Merchandising, Retail, Product Development, Promotions, Territory, Sales Operations, Management, Sales Management, Customer Service, Marketing, Leadership, Strategy, Direct Sales, Key Account Management, Consumer Products, Key Account Development, Market Planning, Account Management
Education
Kansas State University
Bachelor of Science, Marketing
Northwestern Mutual July 2015 - Present
Independent Insurance Agent May 2002 - July 2015
New York Life Insurance Company April 2015 - June 2015
Teleperformance, USA September 2014 - January 2015
Pride Insurance and Investments, LLC February 2012 - December 2014
Apex Wealth Management, LLC October 2004 - February 2012
AXA Advisors January 2003 - October 2004
American Express Financial Advisors April 2002 - December 2002
Alcatel USA January 1999 - February 2002
Skills
Retirement Planning, Investments, Management, Fixed Annuities, Financial Advisory, Retirement, Insurance, Sales, Estate Planning, Asset Allocation, Disability Insurance, Customer Service, Public Speaking, Wealth Management, Life Insurance, Personal Finance, Long-term Care, Face-to-face..., Written & Verbal..., Presentations, Superior Client Service, Asset Managment, Analysis, Team Leadership, Training, Fixed Income, Small Business, Strategic Financial..., Cold Calling Experience, CRM, Employee Training, Cash Handling Experience, Data Entry, Software Development, Investment Advisory, Investment Strategies, Term Life Insurance, Health Insurance, Entrepreneurship, Retirement Savings, Classroom Management
Education
Louisiana State University 1993 — 1998
Bachelor of Science, Electrical / Computer Engineering
C E King High School 1990 — 1993
High School Diploma, Computer Programming and Business Applications
Wells Fargo Insurance Services, USA Inc. December 2012 - Present
Wells Fargo Bank 2006 - Present
Wells Fargo Institutional Trust 1997 - 2007
American Express Financial Advisors 1993 - 1998
Alliant Techsystems 1988 - 1993
Skills
Marketing Communications, New Business Development, Marketing, Management, Marketing Strategy, Strategic Planning, Leadership, Sales, Insurance, Program Management, Risk Management, Strategy, Training, Competitive Analysis, Business Development
Education
University of Minnesota - Carlson School of Management 1989 — 1993
MBA, Marketing
Luther College
Bachelor of Arts, English, Music
Western Illinois University
Master of Arts, Music
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo February 2011 - August 2012
Ameriprise Financial Services, Inc. January 2010 - February 2011
Digital River June 2009 - January 2010
Genesis10 Business and Technology Consulting May 2006 - June 2009
Prime Therapeutics 2008 - 2009
Ameriprise Financial April 2006 - April 2008
The Hartford July 2004 - April 2006
American Express Financial Advisors October 1992 - April 2004
Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy
Education
University of St. Thomas - Opus College of Business 1992 — 1995
MBA, Business
Miami University 1985 — 1989
TCF Bank August 2011 - October 2014
National January 2011 - June 2011
US Department of Commerce Census Bureau December 2008 - November 2010
Medtronic November 2006 - October 2008
St. Jude Medical March 2006 - October 2006
Travelers Insurance August 2004 - March 2006
American Express Financial Advisors September 2000 - April 2004
U.S. Department of Commerce Census Bureau August 1999 - September 2000
Skills
VPN, Networking, Technical Support, Computer Hardware, Troubleshooting, Active Directory, Software Documentation, Windows XP, Customer Service, Microsoft Office, Operating Systems, Windows, Hardware, XP, Help Desk Support
Education
Metropolitan State University 2010 — 2012
Bachelor Arts; Associate Degree, Computer Forensics
Minneapolis Community and Technical College 1997 — 1999
Associates Applied Science, Computer Support and Network Administration
Semi-Retired January 2012 - Present
Four Peaks Fiduciary Services, LLC 2009 - January 2012
American Express & Wells Fargo thru CDI Business Solutions contracts 2005 - 2007
American Express thru Experis IT contract 2005 - 2005
Best Buy Corporation 2000 - 2004
Software Solutions Inc. 1997 - 2000
EDS Corp thry Innolog Inc 1997 - 1998
BDM Federal thru Netcom Solutions contract 1994 - 1996
American Express Financial Advisors 1992 - 1994
Carlson Marketing Group Inc. 1975 - 1991
Education
Miami University
BS, Systems Analysis
University of Dayton
MBA, Business/Systems Analysis
Orchard Platform October 2014 - Present
digho image marketing 2004 - Present
Orient-Express May 2011 - August 2012
Systemax Inc June 2009 - March 2010
ProfitCenter Software October 2008 - May 2009
Roslyn/NY June 2007 - September 2008
Cold Spring Harbor Laboratory July 2006 - December 2006
Symbol Technologies, Inc July 2001 - May 2006
American Express Financial Advisors May 1999 - April 2000
New York Mets May 1998 - September 1998
Skills
MySQL, Unix Shell Scripting, Red Hat Linux, HP-UX, Virtualization, Python, Perl, Linux, Unix, Servers, Shell Scripting, Databases, Troubleshooting, PHP, SQL
Education
Long Island University, C.W. Post Campus 2012 — 2014
Master of Library & Information Science (MLIS), Library and Information Science
LIU Post 1997 — 2001
BS, Information Technology
New York University - Polytechnic School of Engineering 1996 — 1997
Computer Science
Assurant January 2009 - Present
Salibello and Broder LLP January 2007 - August 2008
Morgan Stanley May 2006 - November 2006
Ernst and Young August 2005 - May 2006
Protiviti July 2004 - August 2005
American Express Financial Advisors May 2002 - September 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Audit, Auditing, Financial Modeling, Strategic Financial..., Valuation, Enterprise Risk...
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelor of Business Administration, Finance
Individual Financial Solutions December 1998 - Present
United States Army Reserve May 1986 - Present
RodOakes Investments September 1997 - October 1998
American Express Financial Advisors April 1997 - September 1997
Santile International April 1993 - April 1997
US Army January 1987 - October 1992
Skills
Government, Army, Security Clearance, Military, Top Secret
Education
Cannon Financial Institute 2007 — 2008
Certified Wealth Strategist®, Wealth Management
The American College 2003 — 2007
Certified Financial Planner
Kennesaw State University - Michael J. Coles College of Business 1994 — 1996
Finance
University of Wisconsin-La Crosse 1982 — 1986
BS Computer Science
The Prudential Insurance Company of America, Newark, NJ November 2014 - Present
Lippincott Consulting September 2014 - Present
Centinel Financial Group, LLC December 2012 - October 2014
Merrill Lynch November 2010 - December 2012
Equity Services November 2005 - November 2010
American Express Financial Advisors May 2004 - October 2005
Smart Energy 2002 - 2003
US PowerSolutions 2001 - 2002
NSTAR 1990 - 2000
GE Capital January 1978 - December 1989
Skills
Management, Finance, Strategic Planning, Small Business, Team Building, Leadership, Customer Service, Public Speaking, Financial Planning
Education
Lebanon Valley College 1972 — 1976
BS, Economics/Business Administration
HSBC Retail Banking and Wealth Management August 2014 - Present
PNC Investments July 2013 - July 2014
SunTrust Investment Services June 2011 - July 2013
BankUnited Investment Services August 2005 - June 2011
American Express Financial Advisors 2004 - 2004
Florida Power & Light 1985 - 1999
Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages
Education
Barry University 1986 — 1991
Bachelor of Science, Management and Finance
Miami Dade College 1980 — 1985
Associate of Arts, Business Management
Ameriprise Financial Services, Inc. August 2011 - Present
Wells Fargo February 2010 - August 2011
Wells Fargo LLC September 2008 - March 2010
Ameriprise Financial October 2006 - July 2008
Ameriprise Financial 1995 - 2008
Ameriprise Financial June 2002 - October 2006
American Express Financial Advisors December 1999 - June 2002
American Express Financial Advisors February 1995 - December 1999
Skills
Series 7, Coaching, Mutual Funds, Human Resources, Team Leadership, Policy, Leadership, Financial Advisory, Customer Service, Insurance, Accounting
Education
University of St. Thomas 1992 — 1994
M.A., Theology
Loras College 1980 — 1984
B.A., Degree in English Literature with a minor in Philosophy. At that time, also an IA Secondary Educatio
Associated Bank July 2014 - Present
Huron Automotive April 2013 - July 2014
Associated Bank August 2012 - March 2013
Huron Automotive 2011 - 2013
Associated Bank October 2006 - August 2012
Lawrence University May 2006 - October 2006
Shopko May 2004 - April 2006
American Express Financial Advisors February 2000 - April 2004
Shopko May 1996 - January 2000
Skills
PL/SQL, SSIS, SSRS, SQL, JavaScript, Programming, SQL Server, Requirements Gathering, HTML, Excel, Troubleshooting, Requirements Analysis, Access, Technical Project..., Staff Mentoring, SharePoint, MS Project, Visio, Argo, Software Project..., Business Analysis, Process Improvement, Databases, SDLC, Leadership
Education
Lakeland College 1988 — 2010
Northeast WI Techincal College 1994 — 1996
Associates, CIS - Programmer/Analyst
Hometown Pharmacy, Inc. August 2008 - Present
John Ball Zoological Garden April 2006 - January 2011
Chili's, Ruby Tuesday, & Applebee's February 1999 - December 2007
Bob Evans Farms October 1995 - December 1998
American Express Financial Advisors 1995 - 1995
First of America Bank 1993 - 1995
Northern Economics Initiatives Corporation 1992 - 1993
Skills
Pharmaceutical Industry, Pharmacy, Training, Strategic Planning, Retail, Customer Service, Budgets, Managed Care, Data Analysis, Microsoft Excel, Data Entry, Financial Analysis, Process Improvement, Leadership
Education
Western Michigan University 1993 — 1995
B.B.A., Finance & Marketing
Northern Michigan University 1992 — 1993
Michigan State University 1990 — 1992
Mission Foods March 2014 - Present
Nielsen April 2012 - March 2014
In Zone Brands, Inc. October 2011 - April 2012
Campbell Soup Company December 2009 - October 2011
Campbell Soup Company January 2008 - December 2009
National Peanut Board November 2001 - January 2008
Hope-Beckham, Inc. April 2001 - November 2001
American Express Financial Advisors April 2000 - April 2001
Skills
Forecasting, Category Management, Trade Management, Online Marketing, Merchandising, Retail, FMCG, Analytics, Promotions, Negotiation, Marketing Strategy, Customer Relations, Strategic Planning, Budgeting, New Business Development, Product Marketing, Excel, Event Management, Cross-functional Team..., Microsoft Office, PowerPoint, Word, Market Research, P&L Management, Problem Solving, Business Planning, Analysis, Financial Analysis, Pricing, Trade Marketing, Management, Sales, Brand Development
Education
University of Tennessee-Knoxville 1995 — 1999
B.S., Business Administration
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
MBA
SunTrust Bank August 2012 - Present
Citi Group September 2008 - July 2012
USAA July 2004 - September 2006
American Express Financial Advisors May 2000 - October 2002
Mid -York Property Holding Company July 1986 - August 1999
Ten Pin Restaurant, Inc July 1986 - August 1999
Finn Properties, Inc September 1994 - July 1999
Bristol-Myers Squibb October 1977 - July 1986
Skills
Wealth Management, Strategic Financial..., Client Counseling, Charitable Trusts, Estate Planning, Real Estate Economics, Retirement Planning, Fiduciary, Mutual Funds
Education
The University of Chicago Booth School of Business 2010 — 2010
CPWA, Certified Private Wealth Advisor
University of Notre Dame 2009 — 2009
CTFA, Certified Trust Financial Advisor
Metropolitan State University of Denver 2002 — 2003
CFP, Personal Financial Planning
State University of New York Institute of Technology at Utica/Rome 1998 — 2000
MS, Finance
Syracuse University - Martin J. Whitman School of Management 1998 — 1999
Economics
Nova Southeastern University—Shepard Broad Law Center 1974 — 1975
Law
Syracuse University - Maxwell School 1970 — 1974
B.A, Political Science
WB Mason June 2006 - Present
Corporate Express July 2005 - May 2006
American Express Financial Advisors January 2003 - May 2003
Skills
Cold Calling, New Business Development, Account Management, Sales Management, Marketing, Sales, Business Development, Sales Process, Negotiation, B2B, Lead Generation, Sales Operations, Salesforce.com, Key Account Management, Customer Service, Contract Negotiation, Email Marketing, Social Media Marketing, Selling, CRM, Customer Satisfaction, Pricing, Sales Presentations, Management, Direct Sales, Social Networking, Team Building, Advertising, Business Planning, Competitive Analysis, Customer Retention, Forecasting, Major Accounts, Managed Print Services, Market Planning, Marketing Strategy, Product Marketing, Sales Force Development, Strategic Partnerships, Solution Selling, Trade Shows, Building Relationships, National Accounts, Direct Marketing
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Finance, Management
Marist College 1999 — 2003
BS, Finance, Economics, Business Administration
EMC October 2012 - Present
Fisher,Tousey, Leas, & Ball December 2008 - July 2012
JEA May 2005 - October 2008
Citibank April 2003 - May 2005
American Express Financial Advisors April 2002 - December 2002
Aon Consulting February 2001 - April 2002
Barnsley Gardens Resort February 1999 - February 2001
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Typing, Ten Key, PeopleSoft, Taleo, Juris, Worldox, Leadership, Training
Education
New Mexico State University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Marketing, minor in Accounting, 3.8
Johnson County Community College 1992 — 1994
Associate of Arts (A.A.), Pre-Nursing, 3.769
GE Healthcare January 2014 - Present
Froedtert & The Medical College of Wisconsin December 2010 - December 2013
Hispanic Professionals of Greater Milwaukee December 2006 - November 2010
CB Invesment Services December 2005 - November 2006
American Express Financial Advisors August 2004 - December 2005
Skills
Strategic Planning, Marketing Strategy, Public Speaking, Non-profits, Coaching, Team Building, Process Improvement, Leadership Development, Social Media, Customer Service, Community Outreach, Event Planning, Social Media Marketing, Budgets, Fundraising, Nonprofits, Microsoft Office, Leadership, Account Management, Marketing, Diversity, Project Management, Financial Analysis, Organizational..., Public Relations, Recruiting, Negotiation, Program Management, Program Development, Change Management, Management, Social Networking, Employee Relations, Healthcare, Staff Development, Analysis, PowerPoint, Event Management, Time Management, Training, Employee Benefits, Workshop Facilitation, Microsoft Excel, Business Development, Human Resources, Strategy, Team Leadership, Data Analysis, Marketing Communications, Sales
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2012
Executive MBA
Marquette University 2000 — 2004
BS, International Business and Marketing
Retirement Strategies Group June 2013 - Present
LPL Financial 1998 - 2013
American Express Financial Advisors 1988 - 1998
Skills
Wealth Management, Series 7, Finance
Education
Le Moyne College 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Northwestern Mutual April 2013 - September 2013
Landaas & Company July 2002 - March 2013
Rhonda T. Williams, CFP American Express Financial Advisors December 2000 - May 2002
American Express Financial Advisors January 2000 - December 2000
Skills
Investments, Investment Management, CRM, Management, Leadership, Strategic Financial..., Investment Advisory, Asset Allocation, Mutual Funds, Microsoft Excel, Retirement Planning, Finance, Financial Planning, Asset Management
Education
Marquette University 2008 — 2012
MBA
University of Wisconsin-Madison 1995 — 1999
BA, Economics, Personal Finance
Wells Fargo Bank NA March 2015 - Present
Wells Fargo Bank NA March 2011 - February 2015
The MENTOR Network January 1994 - November 2013
US Bank June 2000 - March 2011
American Express Financial Advisors August 1999 - May 2000
Skills
Corporate Trust, Finance, Securities, Portfolio Management, Investments, Asset Management, Bonds, Financial Analysis, Financial Reporting, Cash Management, Bloomberg, Treasury Management, Relationship Management, Customer Service, Banking, Management, Financial Services
Education
Metropolitan State University
Bachelor of Science, Finance
University of Wisconsin-Stout
Business Administration and Management, General, Coaching (equipment, facilities and safety)
TIAA-CREF 2012 - Present
Ehlert Financial Group, Inc. 2011 - August 2012
North South Capital LLC 2010 - 2011
Citibank 2005 - 2009
American Express Financial Advisors 1995 - 2005
Skills
Certified Financial..., Series 7, Series 24, Wealth Management, Investments, Insurance, Comprehensive Financial..., New Business Development, Maintaining Strong..., Dynamic Asset Allocation, Compliance Supervision, Marketing, Sales, Leadership, Estate Planning, Trusts
Education
Lafayette College 1991 — 1995
BA, Double Major: Economics & Business, Psychology
The American College
Chartered Financial Consultant®
CFP Board of Standards 1999 — 2001
Certified Financial Planner®
Universidad Autónoma de Madrid
North Point Wealth Management January 2009 - Present
Ameriprise Financial (formerly American Express Financial Advisors) February 2002 - December 2008
American Express Financial Advisors September 1997 - February 2002
General Electric Capital June 1989 - July 1996
Northern Telecom June 1988 - June 1989
General Motors June 1984 - September 1986
Skills
401k Rollovers, Estate Planning, Retirement Planning, Investments, Financial Planning, Securities, Asset Management, 401k, Financial Services, Strategic Financial..., Asset Allocation, Wealth Management..., Finance, Strategy, Portfolio Management, Investment Management, Personal Finance, Wealth Management, FINRA, Mutual Funds, Investment Strategies, Alternative Investments, Series 63, Financial Planners, Retirement, Investment Advisory, Series 7, Valuation, Fixed Annuities, Private Equity, Life Insurance, Equities, Insurance, Venture Capital, Small Business, Long-term Care, Executive Management, Mergers & Acquisitions, Due Diligence, Relationship Management, Financial Analysis
Education
University of South Carolina - Darla Moore School of Business 1986 — 1988
MBA, Finance & Real Estate
University of South Carolina-Columbia 1986 — 1988
MBA, Finance & Real Estate
Michigan State University 1979 — 1984
BS, Engineering
Slalom Consulting November 2010 - Present
Capco August 2009 - November 2010
BearingPoint January 2004 - July 2009
American Express Financial Advisors January 2003 - October 2003
Skills
Management Consulting, Business Analysis, Business Intelligence, Financial Modeling, Financial Analysis, Performance Management, Project Management, Process Improvement, Testing, Business Requirements, Business Process..., Strategy, PMO, Business Transformation, Business Process, Program Management, SDLC, IT Strategy, Project Portfolio..., Consulting, Business Process..., Business Process Design, Governance, Requirements Gathering, Requirements Analysis
Education
Loyola University of Chicago 1998 — 2003
BS, Finance, Information Systems
Great Lakes Advisors 2001 - Present
Wayne Hummer Investments June 1998 - Present
American Express Financial Advisors July 1996 - May 1998
Skills
Investments, Insurance, Securities, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Compliance, FINRA, Fixed Income, Asset Allocation, Equities, Options, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Risk Management, Anti Money Laundering, Investment Advisor..., Investment Company Act, Series 24, CSCP
Education
Northern Illinois University 2002 — 2008
MBA
Kansas State University 1992 — 1996
BS, Finance
Ameriprise Financial February 2002 - Present
Ameriprise Financial 2002 - 2014
American Express Financial Advisors February 2000 - February 2002
TD Waterhouse June 1999 - November 1999
Norwest Investment Management February 1998 - July 1999
Euro Brokers Incorporated New York, NY September 1987 - October 1997
Prudential Bache Securities New York June 1986 - August 1987
Skills
Equities, Series 63, Series 7, Financial Services, Analysis, Series 24, Mutual Funds, Project Management, Leadership, Securities, Investments, Relationship Management, Fixed Income, Wealth Management
Education
John Carroll University
Bachelor of Science-Managment
DST Market Services, LLC January 2015 - Present
Stay-At-Home-Mom January 2003 - January 2015
TD Ameritrade 2000 - 2003
American Express Financial Advisors 1993 - 2000
Education
Luther College 1986 — 1990
English and Psychology
Ameriprise Financial Services, Inc. August 2005 - Present
American Express Financial Advisors July 2001 - August 2005
Skills
Ability to Listen, Analytical, Attention to Detail, Business Planning, Business Strategy, Client Relationships, Community Service, Customer Experience, Customer Service, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Health Insurance, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning
Education
Kansas State University 1997 — 2001
Bachelor's Degree, Financial Management
SURAD Interpreting & Translation March 2011 - Present
The Language Banc January 2011 - Present
Jeane Thorne 2005 - December 2011
U.S. Department of Commerce, Census Bureau 2010 - 2010
Activate 2010 - 2010
U.S. Department of Commerce, Census Bureau 2009 - 2010
Independent 2000 - 2008
CIRDAN Health Systems and Consulting 2004 - 2004
William Mitchell College of Law 2002 - 2004
American Express Financial Advisors 1999 - 2001
Education
Brainco: The Minneapolis School of Advertising 2005 — 2008
Certificate, Account Management
Macalester College 1988 — 1992
B.A., Philosophy, Political Science, and International Studies
TRN Financial Group December 2012 - Present
iRx Reminder LLC October 2012 - December 2012
Randstad Healthcare, formerly Locum Medical Group December 2011 - May 2012
Locum Medical Group June 2011 - December 2011
Maxim Healthcare Services April 2007 - April 2011
Maxim Healthcare Services August 2006 - April 2007
Maxim Healthcare Services March 2004 - August 2006
American Express Financial Advisors July 2002 - December 2003
Skills
Recruiting, Talent Acquisition, Leadership, Temporary Placement, Management, Business Development, Healthcare, Temporary Staffing, Healthcare Management, Direct Sales, Contract Recruitment, Customer Service, Hiring, Sales, Healthcare Industry, CRM, Account Management, Consultative Selling..., Customer Satisfaction, Home Care, Vendor Management, Contract Negotiation, Medical Terminology, Talent Management, Workforce Management, Workforce Development, Healthcare Information..., Accounting, Finance, Accounts Payable, Accounts Receivable, Payroll
Education
Miami University 1998 — 2002
Bachelor of Science, Health and Sport studies
Gilmour Academy 1993 — 1997
Diploma, Prep
New York Life Insurance Company July 2015 - Present
Thrivent Financial August 2014 - July 2015
Thrivent Financial February 2007 - July 2014
USAA 2004 - 2007
Strong 2002 - 2004
Thrivent Financial 1999 - 2002
American Express Financial Advisors 1998 - 1999
Skills
Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Asset Allocation, Investments, Life Insurance, Estate Planning, Mutual Funds, Fixed Annuities, Recruiting, Mentoring, Training, Training & Development, Strategic Planning, Leadership Development, Talent Acquisition, Wealth Accumulation..., Strategic Leadership, Series 7
Education
Marquette University 2003 — 2004
one year toward Masters of Business Administration
University of Wisconsin-Madison 1994 — 1999
BS, Economics
LPL Financial August 2007 - Present
Commonwealth Financial Network February 2000 - August 2007
American Express Financial Advisors May 1995 - March 2002
Skills
Retirement Planning, Investments, Retirement Plan..., 401k Rollovers, Financial Management..., Investment Advisory..., Certified Financial..., College Education..., Wealth Management...
Education
Michigan State University 1993 — 1995
Bachelor of Arts (BA), Finance, General
Brian Paul Real Estate LLC December 2014 - Present
Miami Heat Group October 2012 - August 2015
Levy Restaurants March 2012 - October 2012
VEGAS VIP on Facebook January 2009 - January 2012
NAI Global January 2005 - January 2009
MANDALAY REALTY January 2003 - January 2005
American Express Financial Advisors January 2002 - January 2003
Five Star Sports, Inc January 1995 - January 2002
La Jolla Beach & Tennis Club, Inc. April 2000 - March 2001
Oregon Concessions November 1999 - April 2000
Skills
Location Intelligence, Real Estate, Leases, Landlord, Disposition, Investment Properties, Real Estate Development, Property Management, Brokerage, Land Acquisition, Investors, Real Estate Transactions, Tenant, Apartments, REO, Shopping Centers, Sellers, Commercial Real Estate, Commercial Real Estate..., Investments, VIP Services, Hosting, Public Relations, Public Speaking, Publishing, Desktop Publishing, Ticket Sales, Bartending, Negotiation, Advertising, Marketing, Landlords, Restaurants, Hotels, Facebook, Catering, Management, New Restaurant Openings, Restaurant Management, Hospitality, Food & Beverage, Sales, Customer Service, Event Management, Strategic Planning, Team Building, Social Media Marketing, Dispositions
Education
University of Nevada-Las Vegas 2006 — 2007
Commercial Real Estate Certification, Real Estate
Kent State University 1992 — 1993
College of Business
IVC Wealth Advisors August 2014 - Present
National Penn Capital Advisors May 2013 - July 2014
Ascensus October 2010 - April 2013
Ascensus October 2007 - October 2010
Ascensus February 2006 - October 2007
Ascensus 2003 - 2006
Ascensus 1999 - 2003
Police and Fire Federal Credit Union 1997 - 1999
American Express Financial Advisors 1996 - 1997
Skills
Financial Services, 401k, Relationship Management, Retirement Planning, Securities, Pensions, Employee Benefits, ERISA, Defined Contribution, Defined Benefit, Retirement Plan..., Customer Retention, Financial Advisory, Business Process..., Retirement, Investments, Asset Allocation, Investment Advisory, Strategic Financial..., Profit Sharing, Client Services, Mutual Funds, Trading, ETFs, Equities, Risk Management, Series 63, Financial Planning
Education
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Science, Finance and Management
Art Institute Inland Empire & San Diego June 2003 - July 2015
Infusion Culinary, Inc. June 2005 - December 2010
Tasteful Learning Initiatives Inc. September 2005 - June 2008
Bloomingdale's San Diego October 2006 - April 2008
Digital Lighthouse January 2000 - January 2001
LPL Financial Services September 1996 - June 1999
American Express Financial Advisors September 1994 - June 1996
American Express Financial Advisors September 1990 - August 1994
IDS Financial Services June 1985 - August 1990
Skills
Culinary Skills, Menu Development, Cooking, Catering, Recipes, Restaurants, Training, Cuisine, Team Building, Food & Beverage, Restaurant Management, Event Planning, Management, Organizational..., Curriculum Development, Learning & Development..., Talent Development, Leadership Development, Product & Process..., Product Management, Fine Dining, Baking, Public Speaking, Budgets, Pastry, ServSafe, Hospitality Management, Staff Development, Food Safety, Wine, Teaching, Sanitation, Food Preparation, Banquets, Marketing, Hiring, Inventory Management, Coaching, Cost Control, Product Marketing, Sustainability, Product Development, Budgeting, Customer Service, Leadership, Hospitality, Event Management, Project Management, Food, Microsoft Office
Education
Prescott College 2012 — 2014
Doctor of Philosophy (Ph.D.), Sustainability Education
Argosy University
DBA Coursework
Kapiolani Community College 2001 — 2003
Culinary Certificate Coursework
University of Minnesota - Carlson School of Management 1982 — 1985
Master of Business Administration (M.B.A.), MIS & Operations Management
University of California, San Diego 1980 — 1982
Bachelor’s Degree, Political Science
Ameriprise Financial Services, Inc. September 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1998 - 2002
Bethlehem Academy 1995 - 1997
IDS Financial Services 1990 - 1995
Skills
Series 7, Mutual Funds, AML, Series 24, Wealth Management, Relationship Management, Risk Management, Options, Financial Services, Portfolio Management, Investments, Financial Analysis, Asset Allocation, Retirement, Business Analysis, Series 63, Securities, Strategic Financial..., Retirement Planning, FINRA, Finance, Coaching, Process Management, Financial Advisory, Investment Advisory, Process Improvement, Alternative Investments
Education
Macalester College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Cretin High School 1983 — 1987
Diploma
SatNet Services, LLC d/b/a SatNet Security & Electric 2012 - Present
Edjcom, Inc. 2008 - 2012
CEFCM, LLC 2000 - 2008
American Express Financial Advisors 1998 - 2000
US Army 1993 - 1998
Skills
Real Estate, Investment Properties, Sellers, Property Management, Short Sales, First Time Home Buyers, Residential Homes, Foreclosures, Investors, REO, Buyer Representation, Single Family Homes, Relocation, Real Estate Transactions, Real Estate Development, Condos, Rentals, New Home Sales, Listings, Property, Real Property, Apartments, Leases, Landlords, Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Income Properties, Negotiation, Contractors, Land Acquisition, Asset, Loss Mitigation, Finance, Market Analysis, Small Business, Zoning, Construction, Contract Negotiation, Acquisitions, Due Diligence, Investments, Asset Management, Lease Negotiations, Renovation, Land Development, Real Estate Economics, Security Management, Surveillance, Operations Management
Education
Massachusetts School of Law
Doctor of Law (JD)
Ameriprise Financial Services, Inc. July 2015 - Present
Chad Boisseau December 2014 - July 2015
Ameriprise Financial Services, Inc. August 2009 - December 2014
Ameriprise Financial Services, Inc. January 2004 - May 2009
American Express Financial Advisors June 2001 - December 2004
American Express Financial Advisors May 2000 - May 2001
Education
Kansas State University
Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning
UnitedHealth Group May 2015 - Present
SUPERVALU April 2013 - May 2015
SUPERVALU June 2012 - April 2013
SUPERVALU May 2007 - June 2012
Target January 2002 - April 2007
Target January 1999 - January 2002
Target January 1998 - January 1999
Target Corporation January 1997 - January 1998
American Express Financial Advisors August 1995 - January 1997
Skills
Talent Management, Human Resources, Succession Planning, Organizational..., Recruiting, Training, Change Management, Employee Relations, Leadership, HRIS, Performance Management, Interviews, Project Management, Talent Acquisition, Cross-functional Team..., Management, Retail, Strategy, Business Strategy, Organizational..., SDLC, 360 Assessments, Department..., Organizational Design
Education
University of Saint Thomas 2002 — 2004
MA, Human Resource Development and Organization Development
Metropolitan State University 1994 — 1998
BS, Business Administration
Brightworth January 2014 - Present
Brightworth January 2011 - Present
Brightworth 2008 - January 2011
Habif, Arogeti & Wynne, LLP 2007 - 2008
The National Christian Foundation 2004 - 2007
JPH Advisory Group 2003 - 2004
SunAmerica Securities 2002 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth, Retirement, Portfolio Management, Management, Insurance, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MAcc, Accounting
University of Florida - Warrington College Of Business 1998 — 2000
B.S., Finance
University of Houston 1996 — 1997
Niceville High School 1993 — 1996
Rice University January 2012 - Present
Financial & Insurance Consultants April 2008 - Present
Financial Planning Association of Houston January 2013 - December 2013
Financial Planning Association of Houston July 2011 - December 2012
Fidelity Investments 2000 - 2008
American Express Financial Advisors 1995 - 1996
US Army & Army National Guard July 1989 - 1995
Skills
Strategic Financial..., Investments, Mutual Funds, Asset Management, Securities, Financial Planners, Retirement Planning, Fixed Annuities, Equities, Retirement, Insurance, Investment Advisory, Wealth Management, Life Insurance, Options, Finance, Small Business, Asset Allocation, Estate Planning, Investment Strategies, FINRA, Financial Advisory, Investment Management, Series 63, 401k, Financial Modeling, Wealth, Personal Finance, IRAs, Pensions, Management, Series 7, Asset Managment, Employee Benefits, Long-term Care, Portfolio Management, Alternative Investments, Financial Services, High Net Worth..., Personal Financial..., Disability Insurance, Roth IRA, Wealth Accumulation, Valuation, Relationship Management, Risk Management, Hedge Funds, Fixed Income, Trading, Term Life Insurance
Education
American Military University 2010 — 2014
MBA, Finance and Marketing, 4.0
The American College 2006 — 2007
Chartered Financial Consultant, Financial Planning
Metropolitan State College of Denver 2004 — 2005
Certified Financial Planner, Finance
Stephen F. Austin State University 1988 — 1997
BBA, Finance & Military Science
Katy High 1984 — 1988
Eagle Scout 1980 — 1983
The American College
St. Clair County Economic Development Council May 2003 - Present
St. Clair County Healthcare Authority November 2010 - April 2012
American Express Financial Advisors May 1999 - May 2002
Skills
Economic Development, Nonprofits, Grant Writing, Event Planning, Program Development, Public Speaking, Media Relations, Government, Community Outreach, Non-profits, Grants, Public Policy, Community Development, Program Management, Public Relations, Customer Service, Leadership Development, Fundraising, Strategic Planning, Budgets
Education
Jefferson State Community College
InnoBenefits May 2015 - Present
Humana 2010 - May 2015
Benefits Technologies 2002 - 2010
John Hancock Life Insurance Company (U.S.A.) 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Worksite Insurance..., Professional Enrollment..., Group Insurance - Life,..., Voluntary Benefits, Supplemental Insurance, Benefits Communication, Electronic Enrollment, Employee Benefts..., Stop Loss Insurance, Benefits Administration, Presentations and..., Project Implementation, Team Leadership, Sales Operations, Project Management, Customer Retention, Service Management, Wellness Solutions, Total Well-Being, Biometric Screening, Vitality, Worksite Health Clinics, Integrated Wellness, Employee Benefits, Insurance, Marketing, Enrollment Management, Disability Insurance, Health Insurance, Account Management, Brokers, Health Savings Accounts, Accident, Management, Sales, Call Centers, Medicare, Voluntary Employee..., Life Insurance, Term Life Insurance, Self-funded, Group Insurance, Cafeteria Plans
Education
La Salle University 1996 — 2000
Bachelor of Science, Business Administration - Finance
Cardinal O'Hara High School 1992 — 1996
Hedgeye Risk Management, LLC 2014 - 2015
Consultant 2012 - 2014
Millennium Partners 2010 - 2012
Grubb & Ellis AGA 2008 - 2009
Millennium Partners - Phelan Capital 2005 - 2007
American Express Financial Corp 2003 - 2004
American Express Financial Corp 1997 - 2004
American Express Financial Advisors 1995 - 1997
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Marquette University
BA, Political Science, Economics & Philosophy
Stevens Point Area Senior High School
Adviser Investments April 2001 - Present
Adviser Investments August 2007 - December 2011
American Express Financial Advisors June 2000 - April 2001
Skills
Investments, Retirement Planning, Series 7, Finance, Investment Strategies, Estate Planning, Investment Management, Risk Management, Relationship Management, Mutual Funds
Education
Marist College 1996 — 2000
BSBA, Marketing & Finance
Immaculata High School 1992 — 1996
Mentoring for Free November 2014 - Present
Celestialways May 2012 - Present
Writing4allreasons.com January 2002 - December 2014
Maintenance Engineering Ltd August 2007 - September 2011
Independent Contractor June 1990 - August 2002
Residential Warranty Co., LLC April 1990 - June 1995
American Express Financial Advisors January 1980 - August 1990
University of Texas School of Public Health at Houston September 1975 - January 1980
Skills
Real Estate, Editing, Wellness, Blogging, Publications, Marketing, Leadership, Email Marketing, Program Management, Newsletters, Web Content, Teaching, Writing, Small Business, Holistic Health, Sales, Public Speaking, Publishing, Research, Social Media Marketing, Social Networking
Education
Macalester College 1965 — 1969
BA, Sociology
University of Michigan
MPH, PhD, Health Planning & Economic Demography
Ameriprise Financial 1998 - May 2013
American Express Financial Advisors 1996 - 1998
First South Bank, NA 1985 - 1995
Education
Mercer University - Stetson School of Business and Economics 1980 — 1984
BBA, Management
Seeking new opportunities 2012 - Present
Wells Fargo 2005 - 2012
Wells Fargo 2002 - 2005
Wells Fargo 2001 - 2002
DCA 1999 - 2000
DCA 1996 - 1999
American Express Financial Advisors 1994 - 1996
Music 1994 - 1994
Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Mutual Funds, Microfinance, Economics, Public Speaking, Report Writing, Research, Banking, Composition, Analysis, Finance, Leadership, Music Composition, Saxophone, Econometrics
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Finance
SAS Institute 2014 — 2015
Completion of selected e-courses, SAS Programming and Enterprise Guide
Massachusetts Institute of Technology 2014 — 2014
Certificate of Completion in Data Analytics, Data Analytics, 93%
National Association for Business Economics 2013 — 2013
NABE Certificate in Time Series Analysis and Forecasting, Econometrics
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Science (B.S.), Economics
BostonPremier Wealth LLC and Securitas Financial Group 2006 - Present
Northeastern University September 2010 - May 2015
Boston University August 2012 - June 2014
Boston South Financial Group / MetLife August 2003 - April 2006
Met Life Securities November 1999 - August 2003
American Express Financial Advisors April 1994 - March 1998
Skills
Strategic Financial..., Investments, Insurance, Financial Services, Portfolio Management, Financial Advisory, Personal Finance, Estate Planning, Finance, Retirement, Public Speaking, Retirement Planning, Wealth, Securities, Financial Planners
Education
American College 2001 — 2002
Financial Planning
Lesley University 1983 — 1985
MSM, Education & Technology
Saint Mary's University 1973 — 1977
Bachelor of Arts (B.A.)
TIAA-CREF 2012 - Present
Prudential March 2007 - October 2012
Milliman USA 2005 - 2007
Wells Fargo Financial 2004 - 2005
American Express Financial Advisors 2000 - 2004
Deloitte 1999 - 2000
American Express Financial Advisors 1997 - 1999
Fidelity Investments 1993 - 1997
Skills
Strategic Planning, Organizational Change, Consultative Selling, Client Service, Employee Benefits, Retirement Services, Benefits Administration, Vendor Management, Institutional Relations, Key Account Management, Relationship Development, Investment Advisory, Retirement Plans, FINRA Series 6, 7, 63, Sales Presentations, Outsourcing Management, Employee Management, Investments, Asset Managment, Defined Benefit, Defined Contribution, Retirement, Financial Services, Retirement Planning, Deferred Compensation, Selling, Asset Allocation, Investment Strategies, Leadership, Pensions, Asset Management
Education
Kansas State University
Brown Group Planning December 2013 - Present
Stay at home MOM January 1998 - May 2013
Stark Financial Strategies 2011 - 2013
Fortis Financial Group 1996 - 1998
American Express Financial Advisors 1994 - 1996
GTE Federal Credit Union 1991 - 1994
Savings Bank of Rockville 1985 - 1990
Skills
Customer Service, Budgets, Banking, Business Planning, Process Improvement, Operations Management, Organizational..., Leadership, Telephone Reception, Professional..., Solicitation
Education
Manchester Community College 1985 — 1989
Associate's Degree, Business Admnistration
rockville high school
Natural Specialty Sales January 2014 - Present
Natural Specialty Sales February 2013 - January 2014
Ameriprise Financial Services, Inc. April 2012 - February 2013
L'Oréal April 2004 - December 2011
Food & Wine Magazine September 2003 - April 2004
American Express Financial Advisors August 1998 - September 2003
Skills
Merchandising, Retail, Sales, Marketing, Consumer Products, Cosmetics, Beauty Industry, Sales Operations, Sales Management, FMCG, Management, Pricing, Trade Marketing, Brand Management, New Business Development, Product Development
Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services
BNR Investments LLC January 2013 - Present
Argent Financial Group, Inc. June 2011 - Present
MLB Homes L.L.C September 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2011
Fidelity Investments August 2004 - February 2010
American Express Financial Advisors March 2004 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Louisiana Tech University 2000 — 2004
Bacheolor of Science, Finance
Ameriprise Financial Services, Inc. 2000 - Present
American Express Financial Advisors 2000 - 2005
Education
LIU Post 1997 — 1999
Bachelors, Business/Marketing
Herricks High School 1988 — 1993
Omni Financial Advisory Group, Inc. January 2005 - Present
American Express Financial Advisors October 1986 - January 2005
Pentagon Technologies (SSi) June 1991 - November 1998
Education
Manhattan College 1979 — 1983
BS, Business & Finance
Ground Penetrating Radar Systems, Inc. May 2009 - Present
General Motors March 2000 - April 2009
American Express Financial Advisors April 1999 - February 2000
Skills
Global Operations, New Business Development, Strategic Planning, Customer Service, Sales, Project Management, Team Building, Project Planning, Microsoft Word, Management, Cost Benefit, Marketing Strategy, Production Schedules, Senior Executive..., Strong Communications, Financial Management, Customer Relations, Networking, Talent Development, Business Building, Training, Leadership, Contract Negotiation, Construction, Contract Management, Budgets, Construction Management
Education
University of Toledo 1995 — 1999
BBA, Finance
Kettering University 2007 — 2008
MBA
Self-Employeed April 2014 - April 2015
Xerox January 2012 - April 2014
ACS, a Xerox Company June 2009 - April 2014
Frederick News-Post April 2012 - August 2013
The Zimmerman Gallery 2007 - 2009
Lockheed Martin 2005 - 2007
US Department of Homeland Security 2004 - 2005
American Express Financial Advisors 2001 - 2004
Potomac Fund Management, Inc. January 1998 - January 2001
Skills
Training, Leadership, Employee Relations, Management, Strategy, Event Planning, Policy, Project Planning, Onboarding, Proposal Writing, Business Development, CRM, Outlook, Microsoft Word, Program Management, Start-ups, Communication Written, Meeting Planning, Financial Analysis, PowerPoint, Visio, Market Research, Research, Microsoft Excel, New Hire Orientations, Team Leadership, Strategic Financial..., Blogging, Microsoft Office 2010, Financial Planning, Proofing, Proofreading, Calendars, Excel, Word, Gimp, PGP, Online Research, Travel Planning, New Hire Orientation, Expenses, Multitasker, Acquisition Integration, Development Of Policies, Procedures Manuals, Office 2010, Legal Assistance, SharePoint, Contract Law, Contracts Administrators
Education
La Roche College 1987 — 1989
Business Administration
Reefs To Rockies February 2006 - Present
Charles Schwab April 2004 - Present
New England Financial, A MetLife Company August 2000 - April 2004
American Express Financial Advisors October 1999 - August 2000
Education
Kansas State University
Bachelor of Science (BS), Kinesiology and Exercise Science
Rose Hill High School
The University of Kansas
Exercise Physiology
Boeing July 2010 - Present
The Alverson Group, Inc. January 1999 - September 2011
Boeing Commercial Airplanes March 2008 - March 2009
American Express Financial Advisors October 2002 - November 2003
HomeGrocer.com 2000 - 2001
Microsoft February 1995 - June 1998
Education
Massachusetts Institute of Technology 1982 — 1984
BS (2yrs)
Ameriprise Financial Services, Inc August 2004 - Present
Sisi International, Inc 2004 - Present
American Express Financial Advisors March 2003 - 2004
American Express Financial Advisors 2001 - 2003
Education
University of Bath
Master of Arts (M.A.)
Kenyatta University
Bachelor of Arts (B.A.)
Moi Girls High School
Hennepin County Medical Center August 2011 - Present
Minnesota Chorale January 2000 - Present
BBCS Farms 2006 - Present
The Saint Paul Chamber Orchestra 2014 - 2015
University of Minnesota September 2011 - December 2012
Medtronic August 2009 - August 2011
Medtronic January 2007 - August 2009
Guidant / Boston Scientific February 2005 - December 2006
American Express Financial Advisors August 1998 - February 2005
Skills
Organizational..., Organizational..., Performance Management, Executive Coaching, Employee Engagement, Succession Planning, Organizational Design, Leadership Development, Personnel Management, Training, Workforce Planning, Change Management, Human Resources, Process Improvement, Onboarding, Business Strategy, Talent Management, Leadership, Management, Strategy, Employee Relations
Education
University of Minnesota-Twin Cities
Doctor of Philosophy (PhD), Organization Leadership Policy and Development
University of Minnesota-Twin Cities
Masters of Education, Human Resource Development
Luther College
BAs, Anthropology, History, and Classical Civilizations
American Express January 2004 - Present
American Express Financial Advisors September 1998 - January 2004
American Express Financial Advisors October 1997 - September 1998
Skills
Enterprise Architecture, Business Architecture, Business Analysis, SDLC, PMO, IT Strategy, Re-engineering, Business Process Design, Governance, Business Process, Financial Services, Process Improvement, Business Transformation, Program Management, Project Portfolio..., Business Process..., TOGAF, Integration, IT Management, Risk Management, Data Warehousing, ITIL, Solution Architecture, Business Intelligence, Vendor Management, PMP, Project Delivery, Outsourcing, Business Process..., Stakeholder Management, Software Project..., Resource Management, Business Requirements, Agile Project Management, Requirements Analysis, SOA, Strategy, Business Process Mapping, Requirements Gathering, Management Consulting, Business Process..., CRM, IT Transformation, Consulting, Analytics, Change Management
Education
Macalester College 1989 — 1993
Economics, English
Bridges for Peace USA 2001 - Present
IDS/American Express Financial Advisors 1980 - 2000
American Express Financial (Ameriprise) 1980 - 2000
American Express Financial Advisors 1980 - 1999
Skills
Theology, Non-profits, Biblical Studies, Research, Event Planning, Preaching, Missions, Volunteer Management, Nonprofits, Bible, Leadership Development, Teaching, Religious Studies, Management, Fundraising, Public Speaking, Church Events, Community Outreach, Religion, Discipleship, Expository Preaching
Education
Master's International School of Divinity
MDiv DD, Religion
Luther Seminary 1976 — 1978
St. Olaf College 1972 — 1976
Bachelor of Arts, English and Religion
Chase Bank June 2005 - July 2013
Washington Mutual Bank September 2004 - June 2005
American Express Financial Advisors October 2003 - August 2004
JW Marriott Desert Ridge Resort and Spa August 2000 - October 2003
Skills
Management, Customer Service, Retail Banking, Relationship Management, Direct Sales, Customer Acquisition, Customer Experience
Education
Marquette University
Bachelor of Arts Degree, Spanish Education
Tri-State University
University of Phoenix
Masters, Business Administration
OptumInsight 2011 - Present
UnitedHealth Group 2008 - 2011
eLoyalty 2007 - 2008
Wolters Kluwer Financial Services 2004 - 2007
Minnesota Utility Investors 1999 - 2004
American Express Financial Advisors February 2002 - March 2003
Kurt Manufacturing 1998 - 2002
US Navy 1994 - 1998
Skills
Business Analysis, SDLC, Business Intelligence, Data Warehousing, IT Strategy, Requirements Gathering, Business Process..., Requirements Analysis, ETL, Data Modeling, Business Process Design, Business Requirements, Enterprise Architecture, Integration, Visio, Software Project..., SAS Programming, SQL, Java, C++, C#, Perl, MFC, ODBC, Oracle, Microsoft Office, Shared Services, Change Management, Team Leadership, IT Project Lifecycle
Education
Metropolitan State University
Bachelor of Science (BS), Computer Science
Hilton Worldwide May 2001 - Present
Volunteer - USTA Captain January 2014 - October 2014
Andersen Consulting / Accenture June 1994 - April 2001
American Express Financial Advisors June 1993 - May 1994
Texas A&M University January 1993 - May 1993
Skills
PeopleSoft, Application Architecture, Enterprise Architecture, Architecture, Custom Software..., Accounts Payable, Software Project..., Software Development, Software Design, Asset Management
Education
Texas A&M University - Mays Business School 1993 — 1994
MBA
Loyola University Chicago 1989 — 1992
BA, Finance
Chris R. Kudrna & Associates June 1994 - Present
KEEPRS, Inc. 2006 - Present
Adjuvant, LLC November 2009 - Present
Plum Creek Garlic May 2009 - Present
The Anderson Center June 2003 - August 2009
American Express Financial Advisors 1981 - 1994
National Data Corporation 1979 - 1981
Skills
Strategy, Leadership, Business Planning, Program Management, Competitive Analysis, Mergers & Acquisitions, Strategic Planning, Business Strategy, Entrepreneurship, Finance, Management Consulting, Managerial Finance, Venture Capital, Start-ups, Team Building, Private Equity, Leadership Development, Mergers, Change Management, Executive Management, Marketing, Business Development, Small Business, Risk Management, Strategic Partnerships, Due Diligence
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance
Macalester College 1972 — 1976
BA, Economics with minors in Math & American History
US Bank June 2011 - Present
USBank June 2006 - May 2011
American Express Financial Advisors June 2001 - May 2005
American Express Financial Advisors December 1999 - May 2001
Skills
Financial Analysis, Banking, Portfolio Management, Financial Modeling, Financial Services, Finance, Credit
Education
Lawrence University 1990 — 1994
Bachelor of Arts (B.A.), Economics, History
Redpath Consulting Group April 2015 - Present
Ameriprise Financial 2009 - 2010
RiverSource Investments 2006 - 2009
American Express Financial Advisors 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Financial Services, Leadership, Asset Management, Business Analysis, SDLC, CRM, Asset Managment, Email Marketing, Salesforce.com..., Salesforce.com...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, MIS
Luther College 1988 — 1992
Bachelor's Degree, History
Kolding Gymnasium 1986 — 1987
Harley-Davidson Motor Company November 2014 - Present
Harley-Davidson Motor Company August 2011 - November 2014
Center for Communications, Hearing and Deafness June 2013 - December 2013
INROADS 2001 - December 2013
MillerCoors Brewing Company June 2007 - August 2011
Ernst & Young 1997 - 2007
American Express Financial Advisors 1990 - 1997
American Express Tax and Business Services, Inc. 1995 - 1996
Skills
Product Development, Process Improvement, Forecasting
Education
Marquette University 2005 — 2006
MBA, Executive MBA
University of Wisconsin-Oshkosh 1988 — 1993
Undergraduate, Major: Accounting; Minor: Journalism
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Retrophin September 2014 - Present
Lundbeck September 2010 - September 2014
Patrice Paul Properties, LLC May 2009 - September 2010
Jazz Pharmaceuticals October 2007 - November 2008
Par Pharmaceutical June 2005 - October 2007
Mylan Bertek Pharmaceuticals May 2000 - June 2005
American Express Financial Advisors 1998 - 2000
Skills
Neurology, Gastroenterology, Psychiatry, Oncology, Pulmonology, Movement Disorders, Life Sciences, Infectious Diseases, Internal Medicine, Hematology, Family Practice, Neuroscience, Biotechnology, Lifesciences, Rheumatology, Family Medicine, Cardiology, Pharmaceutical Sales, Sales Operations, Sales Effectiveness, Buy & Bill, Dermatology, Pharmaceutical Industry, Managed Care, Diabetes, Hospital Sales, Allergy, Urology, Sales Force Development, Selling Skills, Nephrology, OB/GYN, Endocrinology, Pharmaceutics, Medical Devices, Market Access, Pain Management, Hypertension, Osteoporosis, Biologics, Sales, Product Launch
Education
Loyola University Maryland 1987 — 1993
M.B.A., B.B.A., Business Administration
Dulaney Senior High 1984 — 1987
H.S. Diploma, Business Administration and Management, General
TEKsystems March 2015 - Present
TEKsystems January 2015 - March 2015
Signature Consultants April 2014 - December 2014
Fulcrum Consulting August 2013 - November 2013
Fulcrum Consulting June 2012 - June 2013
TEKsystems December 2009 - April 2012
Ameriprise Financial November 2004 - December 2008
American Express Financial Advisors January 2003 - November 2004
American Express Financial Advisors December 1999 - January 2003
American Express March 1999 - December 1999
Skills
Workshop Facilitation, Business Analysis, Requirements Analysis, Project Management, Business Intelligence, Process Improvement, Requirements Gathering, Banking, Financial Services, Management, Leadership, SQL, Quality Assurance, Mutual Funds, Training, Software Documentation, SDLC, Enterprise Software, User Acceptance Testing, Business Process..., Business Requirements, Business Process, Visio, Project Portfolio...
Education
Marquette University 1993 — 1995
MBA, General Management
Marquette University 1985 — 1990
B.S., Major: Biomedical Engineering, Minor: Math, Bus. Adm.
Craig-Hallum Capital Group April 2012 - Present
Craig-Hallum Capital Group June 2006 - Present
Craig-Hallum Capital Group April 2004 - Present
American Express Financial Advisors January 2000 - April 2004
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Valuation, Capital Markets, Alternative Investments, Series 7
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Finance
Marquette University 1992 — 1996
BA
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2011
Ameriprise Financial October 2007 - January 2010
Ameriprise Financial Services, Inc. April 2007 - October 2007
Ameriprise Financial March 1999 - April 2007
American Express Financial Advisors March 1997 - March 1999
New Orleans Metropolitan Convention & Visitors Bureau 1993 - 1997
Elmwood Medical Center 1993 - 1993
Skills
Project Management, Strategic Communications, Collaboration Solutions, Budgets, Change Management, Marketing, CRM, Leadership, Management, Business Analysis, Strategic Planning, Financial Services, Marketing Strategy
Education
Verbatim Court Reporting Academy 1990 — 1995
Stenography, Medical & Legal Terminology
Louisiana State University 1986 — 1989
General
Endeavor Consulting, Inc June 2000 - Present
Archdiocese of Saint Paul and Minneapolis April 2012 - March 2014
Ameriprise Financial July 2010 - April 2012
Endeavor Consulting, Inc. June 2000 - August 2010
American Express Financial Advisors October 1996 - June 2000
First Bank System June 1987 - October 1996
Skills
Strategy, Leadership, Strategic Planning, Financial Services, Management Consulting, Marketing, Marketing Strategy, Management, Mutual Funds, Media Relations, Financial Advisory, Retirement Planning, Finance, Public Relations, Project Management, Series 7, Financial Analysis, Wealth Management, Cross-functional Team..., Product Development, Series 63, Analytics, Investment Advisory, Brand Development, Investments, Asset Allocation, Business Excellence, Trusted Business Advisor
Education
University of Minnesota - Carlson School of Management 1988 — 1994
MBA, Strategic Marketing
Kansas State University 1982 — 1987
BS, Marketing and Finance
Archbishop Harry J. Flynn Catechetical Institute 2009 — 2011
Class of St. John Vianney, Catechism of the Catholic Church
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors December 2001 - August 2015
American Express Financial Advisors December 1999 - December 2001
US Bancorp Investments September 1999 - December 1999
US Bancorp Investments July 1999 - September 1999
US Bancorp Investments January 1998 - June 1999
Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC
Education
Metropolitan State University 1996 — 1998
Bachelor of Science, Finance Major
KSU Foundation May 2011 - Present
Kansas State University Foundation October 2004 - May 2011
American Express Financial Advisors August 1997 - September 2004
Skills
Annual Giving, Stewardship, Philanthropy, Estate Planning, Fundraising, Planned Giving, Board Development, Volunteer Management, Alumni Relations
Education
Kansas State University 1990 — 1994
Business Administration, Marketing
Smith & Nephew September 2014 - Present
Smith & Nephew April 2012 - Present
Warner Chilcott September 2008 - August 2012
Warner Chilcott September 2007 - September 2008
Warner Chilcott October 2001 - August 2007
American Express Financial Advisors June 2000 - September 2001
Skills
OB/GYN, Endocrinology, Surgeons, Hospital Sales, Hospitals, Disposables, Sales Force Development
Education
Lamar University 1995 — 2000
BA, Marketing
University Physicians, Inc January 2013 - Present
University Physicians, Inc. October 2008 - December 2012
University Physicians, Inc. July 2007 - October 2008
University Physicians, Inc. March 2005 - July 2007
American Express Financial Advisors May 2004 - March 2005
Education
Loyola College in Maryland 2000 — 2004
Finance
Quest Wealth Management with Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. May 2010 - April 2015
RiverSource Distributors/Ameriprise Financial October 2008 - May 2010
Ameriprise Financial November 2005 - July 2008
Ameriprise Financial October 2003 - November 2005
Prudential Securities/Wachovia Securities July 2002 - September 2003
Edward Jones August 2001 - June 2002
American Express Financial Advisors April 2000 - July 2001
American Express Financial Advisors May 1998 - April 2000
Education
Luther College 1993 — 1997
BA, Music
Cetera Advisors LLC December 2009 - Present
Edward Jones September 2002 - October 2009
American Express Financial Advisors 2000 - 2002
Skills
Investments, Series 7, Securities, Retirement Planning, Wealth Management, FINRA, Uniform Combined State..., Series 63, Investment Advisory, Mutual Funds, Estate Planning, Strategic Financial..., Portfolio Management, Retirement, Fixed Annuities, Asset Allocation, Finance, Financial Advisory, IRAs, 401k
Education
University of Central Missouri 1997 — 2000
BS, Biology
Longview Community College 1995 — 1997
Chemistry
Raytown High School 1990 — 1995
Nationwide Financial 2011 - Present
Nationwide Financial 2006 - 2011
Fritz-Rumer-Cooke Co., Inc January 2000 - December 2002
American Express Financial Advisors 1996 - 1999
Morgan Stanley Private Wealth Management September 1993 - December 1994
Skills
Portfolio Management, Sales Management, Fixed Annuities, Insurance, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, Relationship Management, Retirement Planning, Sales Presentations, 401k, Series 6, Retirement, Life Insurance, Series 7, Financial Advisory, Asset Allocation, Finance, Sales, Management, Marketing, Securities, Asset Management
Education
Ohio Dominican University 2005 — 2006
MBA, Business
Miami University 1988 — 1993
BS, Finance
Cargill September 2012 - Present
Cargill Meat Solutions December 2009 - September 2012
Cargill March 2007 - December 2009
American Express Financial Advisors October 1996 - August 2005
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MA, Human Resources & Industrial Relations
Knox College 1992 — 1996
BA, Modern Languages
Ryder Integrated Logistics March 2009 - Present
RR Donnelley November 2006 - September 2008
Cenveo November 2003 - November 2006
American Express Financial Advisors November 1998 - November 2003
Fingerhut June 1991 - November 1998
General Electric June 1978 - June 1991
Skills
Warehousing, Six Sigma, Leadership, Project Management, Continuous Improvement, Strategy, Inventory Management, Materials Management, Lean Manufacturing, Warehouse Management, SAP, Supply Chain, Inventory Control, Management
Education
Kent State University 1970 — 1974
BBA, Marketing
Wells Fargo September 2011 - Present
Ventech Solutions July 2007 - Present
US Bank December 2010 - September 2011
Wells Fargo Home Mortgage November 2008 - November 2010
Northwest Airlines March 2008 - November 2008
Wells Fargo Home Mortgage July 2007 - February 2008
American Express Financial Advisors 2001 - 2002
Education
Metropolitan State University 2003 — 2005
MBA, Finance
PSG College of Technology 1991 — 1995
Bachelor of Engineering, Mechanical Engineering
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Bank 2007 - 2010
Ameriprise Financial 2005 - 2007
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2004
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1998 - 1999
Skills
Analysis, Banking, Business Development, Business Requirements, Finance, Financial Services, Integration, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Process Improvement, Product Management, Relationship Management, Securities, Six Sigma, Strategy, Vendor Management
Education
Metropolitan State University 2003 — 2007
B.S, Finance
Bunge May 2008 - March 2014
Cartus May 2006 - May 2008
American Express Financial Advisors May 2004 - August 2004
Skills
Performance Management, Succession Planning, Relocation, Employee Training, Administrative Work, Onboarding, HRIS, Employee Relations, Policy, Talent Management, Human Resources, Leadership Development, Executive Assessments, SAP, Leadership, Management, Employee Benefits, Talent Acquisition, Training, Career Assessment, Employee Engagement, Recruiting, Customer Service, HR Policies, Personnel Management, Organizational..., HR Consulting, Microsoft Office
Education
Marist College 2002 — 2006
BS, Business Administration, HR, International Business
Saga Language Services LLC 2004 - Present
American Express Financial Advisors 1996 - 2000
Teltech (now Guideline) 1994 - 1996
Skills
Food Industry, Investments, Translation, Swedish, English
Education
University of Illinois at Urbana-Champaign 1992 — 1994
MLS, Library/Information Science
University of Minnesota-Twin Cities 1989 — 1992
MA, Germanic Philology
Uppsala University 1986 — 1987
Russian
Linköpings universitet 1984 — 1985
University of Massachusetts, Amherst 1981 — 1985
BA, Linguistics & Russian
Northfield Mt. Hermon 1977 — 1981
Diploma
Planet Fitness May 2013 - Present
Philadelphia Macaroni Company June 2009 - September 2013
Harvest Equities, LLC 2008 - 2009
Temple University 2007 - 2009
Philadelphia Macaroni Company June 2004 - August 2007
American Express Financial Advisors November 2002 - May 2004
Skills
Strategic Planning, Financial Analysis, Employee Benefits, Recruiting, Leadership Development, Human Resources, Talent Acquisition, Onboarding, Talent Management, Organizational..., Employee Relations, Strategy, Leadership, Performance Management, Business Strategy, Coaching, Personnel Management, Risk Management, Sourcing, Marketing, New Business Development, Management, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2011
Human Resource Management
Temple University - Fox School of Business and Management 2007 — 2009
MBA, Finance; MBA, Marketing
Lafayette College 1998 — 2002
BA, Economics & Business
Planned Parenthood of Greater Ohio January 2014 - Present
Morgan Memorial Goodwill Industries November 2008 - January 2014
University of Massachusetts MA Biologic Laboratories October 2005 - October 2008
Morgan Memorial Goodwill Industries January 2002 - October 2005
American Express Financial Advisors January 1988 - March 2001
Skills
Grant Writing, Non-profits, Event Planning, Organizational..., Resume Writing, Workforce Development, Community Outreach, Program Development, Fundraising, Career Counseling, Public Speaking, Volunteer Management, Community Development, Nonprofits, Grants, Workshop Facilitation
Education
Massasoit Community College 1976 — 1978
Associates
Stonehill College
USPS March 2013 - Present
USPS November 2012 - March 2013
USPS 2009 - 2013
USPS June 2010 - November 2012
USPS 2005 - 2009
AllianceOne 2001 - 2005
American Express Financial Advisors 1999 - 2001
IBM Global Services 1994 - 1997
Skills
Human Resources, Labor Relations, EEO Compliance, NLRB Compliance, Contract Negotiation, Conflict Resolution, Employee Relations, Grievance Arbitrations, Policy, Data Entry, Team Leadership, Government, Federal Government, Training, Customer Service, Leadership, Process Improvement, EEO
Education
Metropolitan State University 2014 — 2016
Bachelor of Science HRM (in progress), Human Resources Management/Personnel Administration, General
Saint Paul College-A Community and Technical College 1996 — 1998
Associates Degree in Commercial Art and Graphic Design
Henry Sibley Sr. High School 1989 — 1993
High School Graduate
BP May 2006 - Present
IHSAA April 1996 - Present
BP February 2011 - February 2014
BP May 2006 - January 2008
Western and Southern Life Insurance Company February 1997 - May 1999
American Express Financial Advisors June 1990 - September 1994
Metropolitan Life Insurance Company June 1985 - 1990
Skills
College baseball..., Ihsaa umpire and..., Supervisory Skills, Contract Negotiation, Sales Management, Social Media, Networking, Quality Control, Petrochemical, Refinery, Pipelines, Onshore, Refining, Gas, Commissioning, Risk Assessment, Pumps, Pressure, Steam, FEED, P, Process Safety, Energy Industry, Upstream, Downstream Oil & Gas, HAZOP, Oil & Gas Industry, Industrial Safety, Communication
Education
Manchester University 1977 — 1979
business
Morton Senior High School 1972 — 1976
COLLEGE PREP DIPLOMA
Albertsons Safeway April 2012 - Present
Vantiv August 2010 - October 2011
HCSC April 2010 - July 2010
JPMorgan Chase March 2003 - December 2009
First Data Resources August 1999 - August 2001
American Express Financial Advisors January 1997 - January 1999
Carlson Companies, Inc January 1993 - January 1997
ITT Consumer Financial Corporation January 1988 - January 1993
ITT Consumer Financial Corporation January 1986 - January 1988
Skills
Disaster Recovery, JCL, Six Sigma, SAS, Dasd, Mainframe, Problem Solving, Storage, Lotus Notes, SDLC, SAN, Hardware, Operating Systems, Software Documentation, Unix, Management, Testing, Virtualization, Storage Virtualization, DB2, SharePoint, Project Management, Integration, Data Center, Storage Area Networks, ITIL, Business Process..., Windows, Team Building, High Availability, Business Continuity, Process Improvement, IT Management, Program Management, Performance Tuning, Vendor Management, Computer Hardware, MVS, Storage Management, Visio, Replication, Software Installation, Capacity Planning, Enterprise Software, Quality Assurance
Education
Metropolitan State University
Marketing Communications
University of Nebraska at Omaha
Organizational Behavior
Monsour Advisory Services June 2005 - Present
Monsour Asset Management March 1999 - June 2005
Monsour Bell Financial January 1997 - March 1999
American Express Financial Advisors February 1995 - January 1997
Skills
Financial Planning, Retirement Planning, Investments, Estate Planning, Portfolio Management, Asset Managment, Wealth Management, Long-term Care, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Small Business, Risk Management, Strategic Financial..., Asset Management, Business Planning, Executive Management, 401k
Education
James Madison University 1990 — 1994
Finance, Finance
Michigan State University October 2009 - Present
Harrison Roadhouse February 2009 - Present
MSU COLLEGE OF EDUCATION February 2008 - Present
Applebee's February 2004 - February 2009
Re/Max January 2005 - July 2006
American Express Financial Advisors August 2002 - August 2003
Education
Lansing Community College 2003 — 2011
N/A, Accounting
CHARLOTTE HIGH SCHOOL
General Studies
Lansing Community College
Hospitality Management and General Business
Zeiders Enterprises, Inc. April 2013 - Present
St. Landry Parish School Board August 2010 - Present
D. Clay Gardner, LLC September 2008 - Present
USAA February 2006 - August 2006
American Express Financial Advisors February 1996 - December 2005
Skills
Curriculum Development, Classroom, Literacy, Lesson Planning, Classroom Management, Educational Leadership, Teaching, Tutoring, Elementary Education, K-12, Educational Technology, Teacher Training, Special Education, Strategic Financial..., E-Learning, Leadership, Analysis, Educational Consulting, Higher Education, Microsoft Excel, Public Speaking, Finance, Financial Planning, Strategic Planning, Microsoft Office, Customer Service, Insurance, Financial Analysis, Event Planning, Investments, PowerPoint, Social Media
Education
Louisiana State University and Agricultural and Mechanical College 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern State University 1991 — 1995
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
The University of Kansas June 2015 - Present
Johnson County Community College December 2011 - Present
Self September 1993 - Present
Restaurant Mechanical Services June 2011 - January 2012
JC Communications Best RSVP, Inc. May 2009 - June 2011
American Express Financial Advisors 2003 - 2004
Skills
Editing, Public Speaking, Creative Writing, Social Networking, Literature, Proofreading, Copy Editing, Blogging, Customer Service, Newsletters, Microsoft Excel, Books, Freelance Writing, Non-fiction, Social Media, Tutoring, Poetry, Web Content, Published Author, Coaching, Leadership Development, Sales, Project Management, Fiction Writing, Publications, Public Relations, Curriculum Design, Academic Tutoring, Peer Tutoring, Team Leadership, Book Reviews, Publishing, Novels, Nonprofits, Text Editing, Facebook, Short Stories, Fiction, Storytelling, Ghostwriting, Press Releases, Creative Non-fiction, AP Style, Grammar, Feature Articles, Marketing Copy, Fact-checking, Speech Writing, Web Content Creation, Writing
Education
University of Kansas 2014 — 2016
Bachelor's Degree, Classical Antiquity; History, 3.93 GPA
Johnson County Community College 2011 — 2013
Associate of Arts with Honors, Liberal Arts, 4.0
Vanasse Hangen Brustlin, Inc December 2004 - May 2008
American Express Financial Advisors March 1999 - October 2003
ConAgra Foods September 1997 - January 1999
Visiting Nurse Association March 1991 - August 1997
Skills
Microsoft Office, Customer Service, Research, PowerPoint, Microsoft Word, Phone Etiquette, Human Resources, Microsoft Excel, Customer Experience
Education
Metropolitan Community College
OOIC Community College
Office Systems Technology
Andersen Corporation December 2007 - Present
Target Corporation September 2002 - December 2007
American Express Financial Advisors August 1998 - May 2002
Skills
Microsoft Excel, PowerPoint, Windows, Outlook, Event Planning, Microsoft Word, Event Management, Team Building, Administration, Manufacturing, Time Management
Education
Lake Superior College
IMG Financial Group March 2013 - May 2014
Securian Financial Group 2013 - 2013
Saybrus Partners April 2011 - May 2012
Allstate Insurance Co 2009 - 2010
Allstate Insurance Co January 2006 - May 2009
Allstate July 2001 - January 2006
American Express Financial Advisors August 2000 - July 2001
Skills
Risk Management, Forecasting, Selling Skills, Business Planning, Employee Training, Competitive Analysis, Strategic Planning, Market Analysis, Training, Change Management, Management Consulting, Market Planning, Project Management, Leadership Development, Customer Service, Sales Plan, Reviews, Key Performance..., Quality Auditing, Investment Advisor..., Series 7, Series 24, Series 51, Series 66, FINRA Compliance
Education
McNeese State University 1994 — 1999
BA, Finance
McNeese State University 1994 — 1999
Bachelor of Science, Finance
Lowe's Home Improvement 2006 - Present
American Express Financial Advisors 2003 - 2005
Weaver Insurance 1998 - 2002
SouthTrust Bank 1992 - 1997
Skills
Employee Relations, FMLA, Onboarding, Benefits Administration, Employee Benefits, HRIS, Succession Planning, Recruiting, HR Policies, Performance Management, Applicant Tracking..., Employee Engagement, College Recruiting, Union Avoidance, Affirmative Action, Payroll, Kronos, PeopleSoft, Job Descriptions, ADP Payroll, Customer Service, Legal Compliance, Internet Recruiting, Performance Appraisal, Workers Compensation, Change Management, Career Development, Compensation, EEO, Employee Training, Employment Law, Hiring, Human Resources, Interviews, Job Analysis, New Hire Orientations, Talent Management, Deferred Compensation, Workforce Planning, HR Consulting, Temporary Placement, Organizational..., Personnel Management
Education
University of Alabama at Birmingham 1992 — 1996
Bachelors of Science, Human Resources
Jefferson State Community College 1988 — 1992
Associate's degree, Human Resources Management and Services
J.P. Morgan December 2009 - Present
Citigroup Smith Barney October 1992 - December 2009
American Express Financial Advisors January 1989 - July 1992
Skills
Series 7, Series 24, Series 65, Series 63, NYS Life, Wealth Accumulation..., Financial Analysis, Retirement Planning, Team Leadership, Portfolio Management
Education
Louisiana State University 1986 — 1988
MBA, Accounting and Finance
State Board of CPAs- Louisiana 1989 — 1990
Certified Public Accountant- CPA Certified, Accounting
Allstate August 2004 - Present
American Express Financial Advisors January 2003 - December 2006
Skills
Property & Casualty..., Insurance, Commercial Insurance, Casualty, Underwriting, Life Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Health Insurance, Fixed Annuities, Long-term Care, Strategic Planning, Series 6, Commercial Lines
Education
Medaille College 1991 — 2001
Bachelor of Science, Business Management
University at Buffalo
Rust Consulting August 2014 - Present
MoneyGram International May 2012 - July 2014
Northwest Airlines May 2001 - July 2003
American Express Financial Advisors November 1997 - April 2001
ESP Software Services April 1996 - November 1997
West Publishing May 1993 - April 1996
Wilder Research Center 1986 - 1991
Wilder Research Center 1986 - 1991
Skills
IT Infrastructure and..., Strategic Planning, Vendor Management, Vendor Relations, IT Management, Change Management, Cross-functional Team..., Leadership, Business Analysis, SDLC, Program Management, Outsourcing, Integration, Business Process..., Project Portfolio..., Process Improvement, IT Strategy, Management
Education
Macalester College 1985 — 1989
BA, Political Science, Sociology