American Express Financial

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: RiverSource, RiverSource Distributors Inc,

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

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

American Express Financial Employees

Employee
Years
Job
Industry
Cary Lamb Cary Lamb Greater Denver Area Details
Cary Lamb's American Express Financial Experience 2003 - 2004
Job Account Executive at COPIC Financial Services
Industry Insurance
Experience
COPIC Financial Services  November 2013 - Present
COPIC Financial Services  April 2004 - Present
American Express Financial   2003 - 2004

Skills
Insurance, Healthcare, Strategic Planning, Financial Analysis, Leadership

Education
Metropolitan State College of Denver
Accounting Certificate, Accounting

University of Wisconsin-Parkside
B.S. in Finance, Finance

Jason Lincoln, CFA Jason Lincoln, CFA San Antonio, Texas Details
Jason Lincoln, CFA's American Express Financial Experience May 2003 - August 2003
Job
Industry Investment Management
Experience
USAA  February 2014 - Present
USAA  May 2012 - February 2014
Entergy  June 2011 - May 2012
Entergy  August 2008 - June 2011
USAA  September 2007 - August 2008
USAA  June 2007 - August 2007
Frost & Sullivan  January 2006 - November 2006
rackspace  August 2004 - November 2005
Canterbury Academy  October 2003 - April 2004
american express financial   May 2003 - August 2003

Skills
CFA, Equity Research Analysis, Investments, Bloomberg, factset, Financial Forecasting, Capital Markets, Market Research, Lipper, Fixed Income, Private Placements, Securities Law, Nuclear, Corporate Finance, Corporate Treasury, Financial Modeling, Utility, Banking, Board Leadership, Non-profits, Nonprofits, Leadership, Chartered Financial..., Due Diligence, Equities, Mergers

Education
The University of Texas at San Antonio   2005 — 2007
MBA, Finance

The University of Texas at Austin   1999 — 2003
Bachelor of Arts, Psychology

Boerne High School   1995 — 1999

Kenneth McKinney CEG Kenneth McKinney CEG Carmel, Indiana Details
Kenneth McKinney CEG's American Express Financial Experience 1999 - 2000
Job Executive Director of Straightline Success
Industry Professional Training & Coaching
Experience
Straightline Success Coaching   June 2013 - Present
Alsco  2011 - 2013
ASM, Inc.   2000 - 2007
American Express Financial   1999 - 2000
Eli Lilly and Company  1989 - 1999

Skills
Leadership Development, Conflict Resolution, Team Management, Sales Management, Diversity Training, Fraud Prevention, Entrepreneurship..., Sales Pofessionals, Team Building, Personal Coaching, Professional Coaching, Fatherless Sons, Fatherless Daughters, Time Management, Organization, Public Speaking, Coaching, Training, Sales, Management, Customer Service, Marketing, Leadership, Entrepreneurship, Event Planning, Strategic Planning, Strategy, Fraud, Public Relations, Social Networking, Start-ups, Program Management

Education
Indiana State University   1984 — 1986
Business Administration/Management

Indiana Wesleyan University   1997 — 1999
Business Science & Management

CoachU University
ACC

Dennis Tygart, CFP, ChFC, CTFA Dennis Tygart, CFP, ChFC, CTFA Palm Beach, Florida Details
Dennis Tygart, CFP, ChFC, CTFA's American Express Financial Experience March 1985 - June 1998
Job Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank  February 2012 - Present
Wells Fargo Wealth Management  November 2009 - September 2011
First National Bank of Omaha  December 2006 - February 2009
AXA Financial  August 2004 - December 2006
AXA Financial  October 2002 - August 2004
AXA Distributors  August 1999 - October 2002
American Express Financial   March 1985 - June 1998
American Express Financial Advisors  1991 - 1995
American Express Financial Advisors  1988 - 1991
United States Navy Reserve  June 1984 - May 1990

Skills
Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Wealth Management..., Financial Planners, Wealth, Risk Management, Financial Services, Strategy, Business Planning, Finance, Leadership, High Net Worth..., Private Banking, Credit, Business Strategy, Retirement Planning, Presentation Coaching, Financial Planning, Executive Pay, Financial Analysis, Wealth Preservation..., Executive Compensation, Comprehensive Wealth...

Education
ABA National Trust School   2014 — 2014
Certified Trust and Financial Advisor designation (CTFA), Trust & Fiduciary Services

The American College   2009 — 2009
ChFC, Financial Planning

College for Financial Planning   1997 — 2002
CFP Designation, Certified Financial Planner

Gustavus Adolphus College   1975 — 1979
BA, Economics

Porshia Morgan Porshia Morgan Clayton, North Carolina Details
Porshia Morgan's American Express Financial Experience February 2003 - November 2003
Job Staff Development Specialist II at Wilson County Department of Social Services
Industry Government Administration
Experience
Wilson County Department of Social Services  June 2004 - Present
Wilson County Dept. of Social Services   June 2004 - Present
United States Postal Service  June 2011 - August 2011
United States Postal Service  November 2010 - December 2010
Sprint  January 2004 - May 2004
American Express Financial   February 2003 - November 2003
Children's Corner  July 2002 - January 2003
AT&T  July 2000 - June 2002
Nationwide Credit  June 1998 - June 2000

Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Nonprofits, Program Management, Windows, Management, Time Management, Oracle, HTML, Outlook, Case Managment, Call Centers, Case Management, Java, Biotechnology, Calendars, cGMP practices, FDA GMP, 21 CFR, GLPs, Biotechnology Industry, Sop, Staff Development, Designing Curriculums, Employee Training, Training Delivery, Training & Development, Customer Service..., E-training, PowerPoint, Microsoft Publisher, Onboarding, Topaz, Job Scanning, Leadership, Training, Public Speaking, Team Building, Community Outreach

Education
North Carolina Agricultural and Technical State University   1996 — 2000
Bachelor of Science (B.S.), Health and Physical Education/Fitness

North Carolina Agricultural and Technical State University   1996 — 2000
Physical Education, Health and Physical Education/Fitness

Shawn E. Weems, CFP® CRSP Shawn E. Weems, CFP® CRSP Johnson City, Tennessee Area Details
Shawn E. Weems, CFP® CRSP's American Express Financial Experience October 1998 - May 2000
Job AVP/Financial Planner at The Trust Company
Industry Financial Services
Experience
The Trust Company  December 2011 - Present
Morgan Keegan  May 2009 - October 2011
First Tennessee Bank  July 2000 - May 2009
American Express Financial   October 1998 - May 2000

Skills
Retirement, Retirement Planning, Estate Planning, Qualified Retirement..., Investment Management, Financial Advisory, Strategic Financial..., Wealth, Pensions, Personal Finance, Financial Services, Finance, Employee Benefits, Certified Financial..., Personal Financial..., Wealth Management, Trust Services, Small Business, Financial Goals, 401k, Series 7, Investment Advisory, Asset Allocation, Wealth Management..., Fixed Annuities, Mutual Funds, IRAs, Retirement Plan..., Uniform Combined State..., Investments, 401k Rollovers, Financial Planning

Education
Cannon Financial Institute   2012 — 2013
CRSP - Certified Retirement Services Professional, Retirement Plan Services III & IV

College of Financial Planning   2001 — 2002
Certificate, Financial Planning

East Tennessee State University
BBA, Finance

University High School
Johnson City, TN, College/University Preparatory and Advanced High School/Secondary Diploma Program

Christian Briel Christian Briel Greater Minneapolis-St. Paul Area Details
Christian Briel's American Express Financial Experience January 2000 - January 2004
Job Structured Products Investment Consultant for HSBC
Industry Financial Services
Experience
Merion Capital Group   April 2015 - Present
Ameriprise Financial  January 2008 - 2015
Ameriprise Financial  2007 - 2008
Ameriprise Financial  2003 - January 2007
American Express Financial   January 2000 - January 2004

Skills
Structured Products, Alternative Investments, Fixed Income, Equities, Portfolio Management, Finance, Financial Services, Series 63, Trading, Microsoft Excel, Banking, Investments, Wealth Management, Sales, Bonds, Mutual Funds, Financial Analysis, Strategic Planning, Securities, Business Analysis, Bloomberg, Marketing, Series 7

Education
St. Thomas University - St   2003 — 2006
MBA program, International Business/Trade/Commerce

University of Minnesota   1995 — 1999
B.A, Speech Communication

University of Minnesota-Twin Cities   1995 — 1999
Communications, Marketing, Mass communication, Spanish

Michelle Butz Michelle Butz Salt Lake City, Utah Details
Michelle Butz's American Express Financial Experience January 1992 - October 1995
Job Health & Life Insurance Agent at Michelle Butz Enterprises
Industry Insurance
Experience
Michelle Butz Enterprises   May 2015 - Present
Ehealth Medicare   July 2011 - May 2015
GE Financial  October 1997 - July 1999
American Express Financial   January 1992 - October 1995

Skills
Insurance, Health Insurance, Life Insurance, Sales, Training, Employee Training, Training Management, Sales Rep Training, Training Facilitation, Workshop Facilitation

Education
Highline College

Peninsula College

Barry Saeger Barry Saeger Greater Minneapolis-St. Paul Area Details
Barry Saeger's American Express Financial Experience July 2000 - February 2003
Job Higher Education Professional
Industry Higher Education
Experience
Capella University  September 2003 - Present
Capella University  March 2003 - August 2003
American Express Financial   July 2000 - February 2003

Skills
Enrollment Management, Call Center, Student Financial Aid, Higher Education, Adult Education, Academia, Career Counseling, E-Learning, Admissions, Student Affairs, Sales, CRM, Customer Service, Building Relationships, Problem Solving

Education
Capella University   2004 — 2009
MS Education, Enrollment Management

University of Minnesota-Twin Cities   1995 — 1999
BA, Speech - Communication

Nick Marinos Nick Marinos Greater New York City Area Details
Nick Marinos's American Express Financial Experience 1996 - 2003
Job New job
Industry Investment Management
Experience
Private Client Resources  March 2013 - November 2013
GlobeOp Financial Services  October 2008 - March 2013
NexBank Securities   June 2007 - October 2008
Interactive Brokers  2006 - 2007
Amaranth Group  2003 - 2005
American Express Financial   1996 - 2003
Boatmens Trust Company  1991 - 1994
Boston Safe Deposit   1985 - 1991

Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management

Education
University of Hartford   1981 — 1985
Bachelor of Arts (B.A.), Political Economy

John F. Smith John F. Smith Greater New York City Area Details
John F. Smith's American Express Financial Experience January 1994 - December 1999
Job Senior Vice President at Bank of America Investments
Industry Financial Services
Experience
Bank of America  July 2010 - Present
Merril Lynch  January 2000 - June 2010
American Express Financial   January 1994 - December 1999

Education
Penn State University
MBA, Finance

The University of Chicago
BS, Business Administration

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