IDS/American Express Financial Advisors

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IDS/American Express Financial Advisors Employees

Employee
Years
Job
Industry
Dawne-Marie Thompson Dawne-Marie Thompson Greater Chicago Area Details
Dawne-Marie Thompson's IDS/American Express Financial Advisors Experience 1992 - 1993
Job Founder & CEO GoldenMark, Ltd.
Industry Professional Training & Coaching
Experience
GoldenMark, Ltd.   August 2009 - Present
JMA Medical, LLC   August 2014 - Present
Sobera Studios   March 2009 - August 2009
Labelmaster  November 2001 - May 2007
Medicotest   June 1998 - January 2000
Imperial Service Systems, Inc.   1995 - 1997
IDS/American Express Financial Advisors   1992 - 1993

Skills
Social Media Marketing, Direct Marketing, Event Management, Fundraising, B2B, Business Development, Sales, Strategy, Management, Marketing Strategy, Online Marketing, Trade Shows, Marketing, Program Management, Training, Entrepreneurship, Public Relations, New Business Development, Business Strategy, Project Management, Customer Service, Social Networking, Start-ups, Leadership Development, Small Business, Digital Marketing, Lead Generation, Email Marketing, Strategic Partnerships, Online Advertising, Leadership, Talent Acquisition, E-commerce, Marketing Communications, Web Marketing, Business Planning, CRM, Advertising, Brand Development, SEO, Team Building

Education
DePaul University   2002 — 2006
Marketing/Advertising

McHenry County College   2000 — 2004
Marketing, Business/Marketing

John Marone John Marone Saint Augustine, Florida Details
John Marone's IDS/American Express Financial Advisors Experience November 1991 - May 1997
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital  November 2012 - Present
BBVA Compass  August 2002 - November 2012
First Union  January 1999 - July 2002
Barnett Bank  May 1997 - December 1998
IDS/American Express Financial Advisors   November 1991 - May 1997

Skills
Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Series 24, Mutual Funds, Series 63, Series 65, Variable Annuities, Life Insurance, Long-term Care, Securities, Fixed Income, Investments, Public Speaking, Municipal Bonds, Bonds, Financial Services, Structured Products

Education
University of Florida

Timothy J Dierkes, CLU, ChFC, CFP® Timothy J Dierkes, CLU, ChFC, CFP® Dallas, Texas Details
Timothy J Dierkes, CLU, ChFC, CFP®'s IDS/American Express Financial Advisors Experience December 1993 - July 1994
Job Registered Principal at LPL Finanical
Industry Financial Services
Experience
LPL Financial  June 2011 - Present
Texans Financial   January 2006 - June 2011
CUNA Brokerage Services, Inc  October 1994 - June 2011
IDS/American Express Financial Advisors   December 1993 - July 1994
Pronet Medical Communications  February 1991 - December 1993
US Air Force  October 1984 - April 1988

Skills
Certified Financial..., Life & Health Insurance..., Securities Licenses, Pre-Retirement Planning, Post-Retirement Income..., College Savings Planning, Asset Allocation..., Savings and Investment..., Spousal-Survivorship..., Long-Term Care Planning, Pre-Divorce Finnancial..., Post-Divorce Financial..., Financial Literacy..., Educational Workshops, Securities, Strategic Financial..., IRAs, College Savings Plans, Investments, Retirement Planning, Financial Advisory, Long-term Care, Estate Planning, Retirement, 401k, Insurance, Investment Strategies, Fixed Annuities, Financial Services, Financial Planners, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Wealth, Finance, Wealth Accumulation, Life Insurance, Pensions, Investment Management, Financial Goals, Alternative Investments, Roth IRA, Variable Annuities, Asset Management, 401k Rollovers, Financial Planning

Education
Angelo State University   1988 — 1990
Bachelor of Arts, History, Art, Grade 6-12 Teaching Certification

College of DuPage   1983 — 1984
None, General

Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC Greater Boston Area Details
Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC's IDS/American Express Financial Advisors Experience 1986 - 1994
Job Financial Advisor / Author, Beneficiary Directory
Industry Financial Services
Experience
Beneficiary Directory   2004 - Present
Kaizerman & Associates   1994 - Present
Royal Alliance Associates INC  1994 - Present
IDS/American Express Financial Advisors   1986 - 1994
W. F. Wood Corporation   1982 - 1986
Stavisky, Shapiro & Whyte   1978 - 1981
Elmer Fox Westheimer & Company   1977 - 1978
Elmer Fox Westheimer   1977 - 1978

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

Isenberg School of Management, UMass Amherst
BBA, Accounting

Suffolk University - Sawyer Business School
transferred to UMass (Amherst)

Joseph Sicchitano Joseph Sicchitano Charlotte, North Carolina Area Details
Joseph Sicchitano's IDS/American Express Financial Advisors Experience 1992 - 2000
Job SVP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  November 2011 - Present
TIAA-CREF  2004 - November 2011
AXA Equitable  2000 - 2004
IDS/American Express Financial Advisors   1992 - 2000

Skills
Portfolio Management, Management, Financial Services, Wealth Management, Strategic Financial..., Series 7, Change Management, Mutual Funds, Investments, Series 63, Retirement Planning, Strategy, Process Improvement, Risk Management, Retirement, Asset Allocation, Investment Advisory, Wealth Management..., Securities, Investment Strategies, Financial Planning

Education
College for Financial Planning   2002 — 2003
Master's degree, Financial Planning and Services

University of Rochester   1988 — 1992
Bachelor of Arts (BA), Mathematics and Statistics

Perry Reginelli Perry Reginelli Greater Memphis Area Details
Perry Reginelli's IDS/American Express Financial Advisors Experience 1984 - 1997
Job Owner, The Advisor Group
Industry Financial Services
Experience
The Advisor Group USA, LLC   January 1997 - Present
American Express Financial Advisors  1984 - 1997
IDS/American Express Financial Advisors   1984 - 1997
Dentsply International  1981 - 1983

Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Retirement Planning, Estate Planning, Employee Benefits, IRAs, Roth IRA, Long-term Care, Disability Insurance, Financial Advisory, Small Business, Wealth, Executive Management, Retirement Plan..., Fixed Income, Due Diligence, Wealth Management..., 401k Rollovers, Term Life Insurance, Financial Planners, Estate Tax Planning, Series 65, Financial Goals, Long Term Care Insurance, High Net Worth..., Whole Life, Medicare, Wealth Management, Wealth Accumulation, Variable Annuities, Personal Financial..., Investment Advisory..., Personal Finance, Health Insurance, Pensions, Insurance Brokerage, 401k, Risk Management, Key Person Insurance, FINRA, Buy-sell Agreements, Series 6, Investment Advisory, Profit Sharing, Series 63, Permanent Life Insurance, Asset Protection, Universal Life

Education
University of Arkansas at Fayetteville   1974 — 1979
B.S.B.A., Finance

Michael Broadhurst, CFP Michael Broadhurst, CFP Norfolk, Virginia Area Details
Michael Broadhurst, CFP's IDS/American Express Financial Advisors Experience August 1986 - November 2002
Job Member at Rotary Club of Portsmouth
Industry Investment Management
Experience
Financial Counselors of Virginia, Inc.   October 2002 - Present
Rotary Club of Portsmouth   January 1988 - Present
First Presbyterian Church  November 1981 - Present
Mike's Mobile Mics   June 1971 - Present
Rotary Club of Portsmouth   July 2011 - June 2012
Cultural Alliance of Greater Hampton Roads   1997 - 2007
Virginia Opera  1997 - 2006
IDS/American Express Financial Advisors   August 1986 - November 2002

Skills
Comprehensive Financial..., Single Issue Financial..., Investment Planning,..., Strategic Financial..., Retirement Planning, Investments, Finance, Financial Advisory, Portfolio Management, Management, Strategic Planning, Estate Planning, Retirement, Personal Finance, Wealth Management, Wealth, Investment Advisory, Financial Planners, Long-term Care, Asset Allocation, Fixed Annuities, 401k, High Net Worth..., Philanthropy, Financial Goals, Mutual Funds, Investment Strategies, IRAs, Non-profits, Public Speaking, Teaching, Estate Tax Planning, Music, Financial Services, Community Outreach, Trusts, Small Business, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Financial Planning, Nonprofits

Education
Old Dominion University   1966 — 1970
Education - Music

Sharon Bumgarner, CFP® Sharon Bumgarner, CFP® Destin/Fort Walton Beach, Florida Area Details
Sharon Bumgarner, CFP®'s IDS/American Express Financial Advisors Experience 1992 - 1995
Job Personal Financial Counselor at Zeiders Enterprises, Inc.
Industry Financial Services
Experience
Zeiders Enterprises, Inc.   April 2014 - Present
Financial Planning Association of Greater Phoenix   January 2011 - March 2013
MHN Government Services  January 2009 - December 2012
Charles Schwab  July 1995 - October 2007
IDS/American Express Financial Advisors   1992 - 1995

Skills
Financial Planning, Public Speaking, Curriculum Development, Retirement Planning, Asset Management, Annuities, Budgeting, Insurance, Customer Relations, Coaching, Teaching, Mutual Funds, Portfolio Management, Budgets, Employee Relations, Recruiting, Project Planning, Consulting, Fixed Income, Accounting, Strategies, Performance Management, Strategic Financial..., Debt Management, Fixed Annuities, Wealth Management..., Asset Managment, Organization, Marketing, Financial Markets, Loans, Business Continuity..., Career Development, Tax, Microsoft Excel, Conflict Resolution, Data Analysis, Trading, Disability Insurance, Entrepreneurship, Metrics, Process Improvement, Military, Stocks, Executive Management, Business Development, Mortgage Lending, Funding, Staff Development, Research

Education
University of Oklahoma - Price College of Business   1959 — 1963
BBA, Business Administration

Jim Solberg Jim Solberg Melbourne, Florida Area Details
Jim Solberg's IDS/American Express Financial Advisors Experience 1980 - 2000
Job National Director at Bridges for Peace
Industry Nonprofit Organization Management
Experience
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

Deb Bluhm Deb Bluhm Greater Minneapolis-St. Paul Area Details
Deb Bluhm's IDS/American Express Financial Advisors Experience June 1994 - August 1997
Job FeeBased Program Manager at Fintegra
Industry Financial Services
Experience
Fintegra  December 2007 - Present
Fleming Investment Group - Michael D. Fleming, CFP   April 2004 - June 2007
Wealth Enhancement Group - Bud Pappas   May 2000 - March 2004
American Express Financial Advisors - Michael D. Fleming, CFP   August 1997 - May 2000
IDS/American Express Financial Advisors   June 1994 - August 1997

Skills
Retirement Planning, Series 7, Securities, Series 63, Series 65, Series 24, Wealth Management, Financial Services, Financial Advisory, Portfolio Management, Investment Advisory, Life & Health Insurance..., MoneyGuidePro, Morningstar Advisor..., NetX 360, Schwab Institutional, Investigo, LaserApp, Redtail, Microsoft Office, Orion

Education
University of Minnesota-Twin Cities   1988 — 1992
B.A., Psychology

University of Minnesota-Twin Cities   1988 — 1992
Certificate, Industrial Relations

Joy Faragher, ABC Joy Faragher, ABC Greater Minneapolis-St. Paul Area Details
Joy Faragher, ABC's IDS/American Express Financial Advisors Experience 1991 - 1994
Job Operations Analyst at Lifetouch National School Studios
Industry Public Relations and Communications
Experience
Lifetouch National School Studios  2009 - Present
Consultant/Independent/Freelance   1996 - 2009
American Express Financial Advisors  1994 - 1996
IDS/American Express Financial Advisors   1991 - 1994
Jostens  1988 - 1991
Lomas Bankers Corp.   1986 - 1988
MCorp  1984 - 1986

Skills
Public Relations, Marketing Communications, Investor Relations, Marketing, Media Relations, Crisis Communications, Strategic Communications, Internal Communications, Press Releases, Corporate Communications, Communications Planning, Message Development, Reputation Management, Speech Writing, Newsletters

Education
University of Minnesota-Duluth
BA, Communications/Sociology

Janice Baker Janice Baker Greater Minneapolis-St. Paul Area Details
Janice Baker's IDS/American Express Financial Advisors Experience 1989 - 1998
Job Experienced Video Producer & Media Production Consultant
Industry Retail
Experience
Target  February 1998 - March 2015
IDS/American Express Financial Advisors   1989 - 1998
IDS/American Express  1986 - 1998

Education
University of Minnesota-Twin Cities   1976 — 1980
BA, Speech Communication / Broadcast Production

Wayne Wulf, CFP®, ChFC®, Wayne Wulf, CFP®, ChFC®, Greater Minneapolis-St. Paul Area Details
Wayne Wulf, CFP®, ChFC®,'s IDS/American Express Financial Advisors Experience May 1987 - October 1994
Job CERTIFIED FINANCIAL PLANNER™ practitioner | An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2003 - Present
American Express Financial Advisors  October 1999 - December 2002
American Express Financial Advisors  May 1994 - September 1999
IDS/American Express Financial Advisors   May 1987 - October 1994

Education
The American College   1994 — 1997
ChFC, Weath Preservation

College for Financial Planning   1990 — 1992
CFP, Financial Planning

Minnesota State University, St. Cloud
BA - Cum Laude, Ecology

Deborah Cipres-Magallanes Deborah Cipres-Magallanes Greater Los Angeles Area Details
Deborah Cipres-Magallanes's IDS/American Express Financial Advisors Experience July 1987 - December 1990
Job InfluenceDriven Business & Financial Management
Industry Management Consulting
Experience
Capital Group  December 1993 - March 2009
IDS/American Express Financial Advisors   July 1987 - December 1990
Arthur Andersen  May 1984 - July 1987

Skills
Financial Analysis, Budgets, Business Analysis, Strategic Financial..., Asset Managment, Portfolio Management, Financial Modeling, Finance, Process Improvement, Accounting, Equities, Mutual Funds, Financial Reporting, Risk Management, Investments, Creative Problem Solving, Relationship..., Executive Reporting, International Business..., Cash Management, P&L Forecasting, Cash Flow Forecasting, Community Outreach, Volunteer Management, Audit Management, Business Management..., Asset Management, Strategy, Leadership, Forecasting, Business Process..., Banking, Internal Audit, Variance Analysis, Auditing, Due Diligence, Financial Services, Alternative Investments, Management Consulting, Investment Management, Business Intelligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Analysis, Vendor Management, Fixed Income, PeopleSoft, Internal Controls, Managerial Finance, Executive Management

Education
Loyola Marymount University   1982 — 1984
BS Degree, Accounting

Ventura College   1980 — 1982
AA, Liberal Arts

Chris Rodenkirchen Chris Rodenkirchen Greater Minneapolis-St. Paul Area Details
Chris Rodenkirchen's IDS/American Express Financial Advisors Experience 1972 - 2005
Job HR Consultant/Advisor for NonProfits in Metropolitan Twin City area and Fort Myers area in Florida.
Industry Human Resources
Experience
HR Consultant/Advisor   June 2005 - Present
HR Consulting/Advisors   June 2005 - Present
American Public Media  2006 - 2007
American Express Financial Advisors  1984 - 2005
IDS/American Express Financial Advisors   1972 - 2005

Skills
Succession Planning, Organizational Design, Talent Management, Leadership Development, Performance Management, Employee Relations, Coaching, Executive Coaching, Human Resources, Personnel Management, Workforce Planning, Culture Change, HR Consulting, Career Development, Executive Search, HRIS, Recruiting, Workshop Facilitation, Compensation & Benefit, HR Policies, Management Development, Trusted Business Advisor, Values-based Leadership, Trusted Business Partner, Compensation & Benefits

Education
St. Cloud State University
BA, Economics

University of Minnesota-Twin Cities
Economics

Jeffrey Moscaret Jeffrey Moscaret Pasadena, California Details
Jeffrey Moscaret's IDS/American Express Financial Advisors Experience August 1986 - February 1999
Job Owner at Moscaret Investment Advisory
Industry Investment Management
Experience
Moscaret Investment Advisory   February 1999 - Present
IDS/American Express Financial Advisors   August 1986 - February 1999

Skills
Retirement Income..., Customized Portfolio..., Advanced Estate Planning, Comprehensive Financial...

Education
Santa Clara University   1977 — 1981
Bachelor of Science (BS), Economics

College for Financial Planning
Certified Finanical Planner

La Salle High School