American Express Financial
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. 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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American Express Financial Employees
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
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
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
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
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
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
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 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
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
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
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