IDS/American Express Financial Advisors
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IDS/American Express Financial Advisors Employees
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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