American Express Financial Advisors

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. 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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2,217 American Express Financial Advisors employees in database. Find out everything there's to know about American Express Financial Advisors 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 Advisors Employees

Employee
Years
Job
Industry
Stephen P. Fahy Stephen P. Fahy Birmingham, Alabama Area Details
Stephen P. Fahy's American Express Financial Advisors Experience June 1998 - August 2002
Job Senior Securities Analyst at Kelley & Mullis Wealth Management
Industry Financial Services
Experience
Kelley & Mullis Wealth Management   December 2013 - Present
Symmetry Financial Group  2013 - December 2013
Personal Financial Solutions, LLC   February 2012 - December 2013
1st Consumer Financial Solutions  May 2012 - March 2013
GrandView Wealth Management, LLC.   August 2005 - May 2012
Inverness Asset Management, Inc.   August 2002 - August 2005
American Express Financial Advisors   June 1998 - August 2002
Business Ventures, Inc.   April 1995 - June 1998
SPF, Inc.   June 1993 - April 1995
SunGard  February 1988 - June 1993

Skills
Small Business, Investments, Finance, Financial Services, Financial Planning, Strategy, Securities, Financial Analysis, Wealth Management, Banking

Education
University of Alabama at Birmingham   1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General, 3.69

University of Indianapolis   1975 — 1981
Accounting

Bobbie Gross, PHR Bobbie Gross, PHR Greater Minneapolis-St. Paul Area Details
Bobbie Gross, PHR's American Express Financial Advisors Experience March 2000 - June 2002
Job HR Systems Manager, Staffing Systems at VMware
Industry Human Resources
Experience
VMware  July 2015 - Present
VMware  May 2012 - June 2015
Sears Holdings Corporation  April 2009 - May 2012
Sears Holdings Corporation  April 2008 - April 2009
Target  June 2006 - February 2008
Target  August 2003 - June 2006
American Express Financial Advisors   March 2000 - June 2002
Faegre & Benson LLP  December 1994 - March 2000

Skills
Time Management, Talent Acquisition, Talent Management, Applicant Tracking..., Human Resources, Training, College Recruiting, Onboarding, Personnel Management, Workforce Planning, HRIS, Employee Relations, Succession Planning, Performance Management, Employee Engagement

Education
University of St. Thomas - Opus College of Business   1995 — 1999
MBA, Human Resources Management

The University of South Dakota   1989 — 1993
BSBA, Business Administration and Human Resources

Brian J. Nikulski, CFP Brian J. Nikulski, CFP Davenport, Iowa Area Details
Brian J. Nikulski, CFP's American Express Financial Advisors Experience May 1995 - January 2006
Job President & Chief Compliance Officer at Nikulski Financial, Inc
Industry Financial Services
Experience
Nikulski Financial, Inc.   January 2006 - Present
Nikulski Financial, Inc   January 2006 - Present
American Express Financial Advisors   May 1995 - January 2006

Skills
Asset Management, Investment Advisory, Asset Allocation, Bonds, Investment Management, ETFs, Finance, Venture Capital, Options, Securities, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Financial Planning, Funding

Education
Truman State University   1993 — 1995
B.S., Finance & Economics

Kishwaukee College   1991 — 1993
A.A., Accounting

Richard Scott Patterson Richard Scott Patterson Washington D.C. Metro Area Details
Richard Scott Patterson's American Express Financial Advisors Experience May 1997 - July 2000
Job Associate Director at Phase One Consulting Group
Industry Management Consulting
Experience
Phase One Consulting Group  September 2014 - Present
Z&A Inc.   January 2014 - July 2014
Capgemini  September 2010 - November 2013
Shoofa - Mobile Advertising Service   August 2010 - September 2011
Phase One Consulting Group  October 2008 - September 2010
Knowledge Integrity Inc   September 2006 - July 2008
TEKsystems  January 2001 - January 2003
The Boston Consulting Group  July 2000 - November 2000
American Express Financial Advisors   May 1997 - July 2000

Skills
Project Management, Change Management, Strategic Planning, Enterprise Architecture, Program Management, IT Strategy, Management Consulting, Strategic Communications, Governance, Business Development, Professional Mentoring, Strategy, Business Process..., Business Intelligence, Business Analysis, IT Management

Education
George Mason University - School of Business   2007 — 2010
MBA, Global Business Strategy & Health Care Administration

The University of Georgia   2003 — 2006
M.S. Computer Science, Large Scale Distributed Information Systems and Data Integration

University of Georgia - Terry College of Business   1992 — 1997
BBA, Economics

Ben Hamrick Ben Hamrick Greater Atlanta Area Details
Ben Hamrick's American Express Financial Advisors Experience June 2000 - December 2001
Job Community Banker at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  February 2010 - Present
Wachovia Bank  2005 - 2010
Southtrust Bank  March 2004 - July 2005
National Bank of Commerce  February 2002 - March 2004
American Express Financial Advisors   June 2000 - December 2001

Skills
Credit, Credit Risk, Commercial Mortgages, Commercial Lending, Retail Banking, Loans, Financial Analysis, Banking, Cross Selling, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Team Building, Loan Origination, Consumer Lending, Small Business Lending, Sales Management, Treasury Management

Education
University of Alabama   1995 — 2000
Finance

Leadership Bartow

Richard McCutcheon Ph.D Richard McCutcheon Ph.D San Antonio, Texas Area Details
Richard McCutcheon Ph.D's American Express Financial Advisors Experience February 1998 - March 2001
Job Helping others achieve more
Industry Primary/Secondary Education
Experience
Thomas Jefferson High School  August 2015 - Present
Tooth Transitions Pediatric Dentistry   June 2014 - December 2014
University of the Incarnate Word  August 2009 - May 2013
San Antonio Express-News  November 2010 - October 2011
US Army  December 2002 - December 2008
American Express Financial Advisors   February 1998 - March 2001

Skills
Public Speaking, Research, PowerPoint, Word, Microsoft Office, Fundraising, Customer Service, Excel, Strategic Planning, Budgeting, Customer Relations, Writing, Problem Solving, Teaching, Public Relations, Event Planning, Team Leadership, Market Research, Market Planning, Marketing Strategy, Coaching, Leadership Development, New Business Development, Promotions, Business Strategy, Non-profits, Proposal Writing, Change Management, Business Planning, Marketing Communications, Process Improvement, Event Management, Sales Management, Analysis, Management Consulting, Critical Thinking, Organizational..., Marketing Research, Nonprofits, Team Building, Community Outreach, Interviews, Management, Sales, Recruiting

Education
University of the Incarnate Word   2009 — 2013
PhD, Organizational Leadership

University of the Incarnate Word   2004 — 2007
MBA, Finance, Management

Toccoa Falls College   1991 — 1995
Bachelor of Science, Pastoral Ministries

Eric Badros Eric Badros Greater Los Angeles Area Details
Eric Badros's American Express Financial Advisors Experience October 1999 - October 2000
Job Producer/Writer/Director
Industry Media Production
Experience
Woven Pictures   May 2004 - Present
Laundry!  June 2011 - March 2014
Buck  July 2007 - June 2011
SenVierra   September 2004 - December 2004
University of Southern California  January 2001 - May 2004
American Express Financial Advisors   October 1999 - October 2000

Skills
Visual Effects, Post Production, Motion Graphics, Film, Feature Films, Animation, Screenwriting, After Effects, Commercials, Music Videos, Traditional Animation, Film Production, Final Cut Pro, Cinema 4D, Photoshop, Special Effects, Computer Animation, Television, Commercial Direction, Django, MySQL, javascript, Objective-C, Illustrator, Live Action, AJAX, Xcode, CSS, Python, HTML, Pro Tools, Logic Pro, Storyboarding, VFX Supervision, Nuke, Pre-production, HD Video, Video, Video Production, Broadcast, New Media, Media Production, Creative Direction, Compositing, Video Editing, Advertising

Education
University of Southern California   2001 — 2004
MFA, Film and Television Production

Trinity College-Hartford   1995 — 1999
BA, Economics, Models & Data

Carlos A Gonzalez Carlos A Gonzalez Tucson, Arizona Area Details
Carlos A Gonzalez's American Express Financial Advisors Experience May 2000 - July 2001
Job President at GNC Financial Group
Industry Financial Services
Experience
Peoples Mortgage Company  April 2013 - Present
GNC Financial Group   June 2007 - Present
Cauchos Internacional/ CI Transportation   September 2009 - December 2013
AHMCC/Infinity Funding Corp   June 2001 - July 2008
H&R Block  July 2001 - July 2002
American Express Financial Advisors   May 2000 - July 2001

Skills
Banking, Financial Analysis, Investments, Project Management, Microsoft Office, Accounting, Credit, Customer Service, Risk Management, Microsoft Excel, Financial Modeling, Strategic Planning, Business Analysis, Process Improvement, Small Business, Compliance, Consulting, Foreclosures, Managerial Finance, Financial Risk, International Sales, Key Account Development, Loans, Logistics Management, Negotiation, Contract Negotiation, Social Networking, Networking, Office Management, Investment Properties, Finance, First Time Home Buyers, Residential Homes, Management, Mortgage Lending, Sellers, Real Estate, REO, Sales

Education
University of Arizona   1999 — 2001
Bachelor's degree, Finance and Financial Management Services

University of Arizona, Eller College of Management   1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Diana Estes Diana Estes Greater Los Angeles Area Details
Diana Estes's American Express Financial Advisors Experience 1997 - 2000
Job Retired
Industry Semiconductors
Experience
Retired  November 2014 - Present
Survival Systems  July 2010 - November 2014
Survival Systems Inc.   2004 - 2009
American Express Financial Advisors   1997 - 2000

Skills
Talent Acquisition, Technical Recruiting, Semiconductors

Education
University of California, Los Angeles
Business Administration and Management, General

Ginger Lamphere, CRPC® Ginger Lamphere, CRPC® Colorado Springs, Colorado Area Details
Ginger Lamphere, CRPC®'s American Express Financial Advisors Experience June 1998 - August 1998
Job Associate Financial Advisor at First Tech Federal Credit Union/Addison Avenue Investment Services
Industry Financial Services
Experience
First Tech Federal Credit Union / Addison Avenue Investment Services   October 2014 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services   December 2001 - October 2014
Addison Avenue Investment Services   December 2001 - March 2014
Wells Fargo Advisors  July 2000 - December 2001
USA Basketball  September 1998 - June 2000
American Express Financial Advisors   June 1998 - August 1998
Delaware Charter Guarantee and Trust Company   May 1990 - March 1992

Education
Troy University   1985 — 1988
Bachelor's Degree, Political Science/Business Administration

Teresa Stirling Forsyth Teresa Stirling Forsyth Scotts Valley, California Details
Teresa Stirling Forsyth's American Express Financial Advisors Experience March 2002 - October 2002
Job VP Engineering Services at DDNi
Industry Computer Software
Experience
Digital Delivery Networks, Inc. (DDNi)   March 2014 - Present
Digital Delivery Networks, Inc. (DDNi)   August 2009 - February 2014
Contractor (DDNi)   March 2007 - August 2009
Various corporations, individuals   November 2003 - July 2009
Santa Cruz Property Management   January 2004 - January 2009
Medical Works, Inc   October 2002 - October 2003
American Express Financial Advisors   March 2002 - October 2002
AEP Communications   July 2000 - February 2002
Cosmi Corporation, West Valley/Mission College District, Stirling Solutions   1985 - 2002
Shawnee State University  November 1999 - June 2000

Skills
Cross-functional Team..., Product Management, Technical Writing, Software Development, Start-ups, Marketing Communications, Strategic Partnerships, Quality Assurance, Agile Methodologies, Solution Architecture, Copywriting, Strategic Planning, Account Management, Market Research, Product Development, Process Improvement, Marketing, Product Marketing, Program Management, SaaS, Business Planning, Market Planning, Business Development, Creative Writing, New Business Development, Enterprise Software, Strategy, Public Relations, Community Outreach, Community Engagement, Event Management, Economic Development, SQL/SSRS, Change Management, Leadership, Curriculum Development, Leadership Development, Thought Leadership, Team Building, University Teaching

Education
University of California, Davis   1989 — 1992
MFA, Directing, A

University of California, Santa Cruz   1985 — 1989
BA, Psychology, A

University of California, Santa Cruz   1985 — 1989
BA, Directing, A

David Lookadoo, CRPC David Lookadoo, CRPC Greater Memphis Area Details
David Lookadoo, CRPC's American Express Financial Advisors Experience 2002 - 2005
Job Vice President, Financial Advisor FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors  2009 - Present
SunTrust Investment Services  2005 - 2009
American Express Financial Advisors   2002 - 2005
AXA Advisors  2000 - 2002

Education
University of Arkansas at Little Rock
Accounting

Casey Sheldon Casey Sheldon Phoenix, Arizona Details
Casey Sheldon's American Express Financial Advisors Experience June 2002 - June 2003
Job MBA Candidate 2015, University of Arizona
Industry Plastics
Experience
Elkay Plastics  April 2013 - Present
B&S Supply   January 2012 - April 2013
SupplyOne, Inc.   June 2003 - December 2011
American Express Financial Advisors   June 2002 - June 2003
Kelly Services  June 2001 - June 2002

Skills
Corrugated, Teamwork, Containers, Adhesives, Account Management, Project Management, Logistics, Strategic Sourcing, Packaging, Data Analysis, Warehouse Management, Purchasing, Profit Maximization, Cold Calling, Supply Chain, Flexible Packaging, Sales Operations, Retail Packaging, B2B, Inventory Management, Forecasting, Sales, Customer Service, Pricing, Sales Presentations, Supply Chain Management, Food Packaging, New Business Development, Salesforce.com, Plastics, Folding Cartons, Flexo, Merchandising, Coaching, Outlook, Microsoft Excel, Management, Business Planning, Container

Education
University of Arizona, Eller College of Management   2014 — 2015
Master of Business Administration (MBA), MBA anticipated 2015

University of Phoenix   2000 — 2001
BS, Marketing

Tatiá MacKinnon Tatiá MacKinnon San Francisco Bay Area Details
Tatiá MacKinnon's American Express Financial Advisors Experience June 2002 - October 2005
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  July 1999 - Present
Ameriprise Financial  October 2005 - February 2008
American Express Financial Advisors   June 2002 - October 2005
American Express Financial Advisors   October 1999 - October 2005
East Bay Pediatrics  1987 - 1996

Education
University of California, Berkeley

Eric GoForth Eric GoForth San Francisco Bay Area Details
Eric GoForth's American Express Financial Advisors Experience October 2003 - January 2006
Job New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company  January 2009 - Present
Golden Gate Business Association  2008 - 2015
Golden Gate Business Association  2008 - 2015
Merrill Lynch  July 2006 - April 2008
American Express Financial Advisors   October 2003 - January 2006
Rafe Black Interiors   March 2002 - September 2003

Skills
Long Term Care, Retirement, Financial Planning, Investments, Insurance, Wealth, Financial Advisory, Small Business, Strategic Financial..., Series 7, Project Planning, Long-term Care, Life Insurance, Financial Services, Mutual Funds, Finance, Fixed Annuities, Retirement Planning, Management, Estate Planning, Wealth Management, Wealth Accumulation

Education
College of Financial Planning   2006 — 2007

University of Alabama   1985 — 1990
B.S., Corporate Finance

Kamyar Naderi Kamyar Naderi San Diego, California Details
Kamyar Naderi's American Express Financial Advisors Experience October 2000 - June 2004
Job Insurance Broker at AIG
Industry Insurance
Experience
AIG  June 2015 - Present
Bankers Life  October 2014 - June 2015
Mor Furniture  April 2011 - September 2014
Kamy R Photography   June 2009 - September 2014
AT&T Mobility  September 2004 - April 2009
Bang & Olufsen  March 2000 - August 2004
American Express Financial Advisors   October 2000 - June 2004

Skills
Photography, Magazines, Sales, Advertising, Customer Service, Fashion, Portraits, Social Networking, Retail, SEO, Direct Sales, Marketing, Photoshop, Online Marketing, Web Design, Online Advertising, Social Media, Social Media Marketing, Public Relations, Marketing Communications, Marketing Strategy, Life Insurance, Term Life Insurance, Long-term Care, Annuity Sales, Retirement Planning

Education
Université Nice Sophia Antipolis   1987 — 1991
BA, Technology

Ann Steimel Ann Steimel Austin, Texas Area Details
Ann Steimel's American Express Financial Advisors Experience 1998 - 2000
Job Senior Program Manager at WP Engine
Industry Information Technology and Services
Experience
WP Engine  September 2014 - Present
Rackspace, the Open Cloud Company  August 2013 - August 2014
Rackspace Hosting  October 2011 - July 2013
Rackspace Hosting  April 2011 - October 2011
Rackspace Hosting  July 2010 - April 2011
KPI Consulting  January 2008 - July 2010
KPI Consulting  May 2006 - January 2008
PPD, Inc  May 2003 - April 2006
Texas Department of Agriculture  May 2000 - August 2000
American Express Financial Advisors   1998 - 2000

Skills
jQuery, Requirements Gathering, Requirements Analysis, SDLC, Agile Methodologies, Cloud Computing, Web Services, Project Management, Enterprise Architecture, Web Development, Scrum, Business Analysis, Software Development, SharePoint, Software Project..., Agile Project Management, SaaS, Integration, Enterprise Software, Web Applications

Education
The University of Texas at Austin   1998 — 2001
BA, Economics

The University of Texas at Austin - Red McCombs School of Business   1998 — 2001
BBA, MIS

Shawn Sandoval Shawn Sandoval Orange County, California Area Details
Shawn Sandoval's American Express Financial Advisors Experience 1998 - 2000
Job Director of Business Development & Financial Planning at Cooper McManus
Industry Financial Services
Experience
Cooper McManus  2005 - Present
Wachovia_Securities  2002 - 2005
Prudential Securities / Prudential Life   2000 - 2002
American Express Financial Advisors   1998 - 2000
City of Irvine  1990 - 1998

Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Recruiting, Marketing, Strategic Planning

Education
University of California, Irvine   1985 — 1990
Bachelor's degree, Social Ecology/Environmental Planning

Carl S. Milam Carl S. Milam Oklahoma City, Oklahoma Area Details
Carl S. Milam's American Express Financial Advisors Experience April 1989 - January 2000
Job President at Western Concepts Restaurant Group
Industry Restaurants
Experience
The Coach House Restaurant-OKC   January 2009 - Present
The Lobby Cafe and Tasting Room   November 2007 - Present
Will Rogers Theatre   October 2002 - Present
Musashi's Japanese Steakhouse   September 2001 - Present
Sushi Neko   March 1997 - Present
Western Concepts Restaurant Group   March 1996 - Present
American Express Financial Advisors   April 1989 - January 2000

Skills
Event Planning, Customer Service, Social Media, Public Speaking, Public Relations, Microsoft Office, Marketing, Strategic Planning, Social Media Marketing, Advertising, Hospitality, Budgets, Restaurants, Team Building, PowerPoint, Inventory Management, Leadership Development, Microsoft Word, Event Management, Management, Leadership, Project Management, New Business Development, Facebook, Sales, Customer Satisfaction, Sales Management, Marketing Strategy, Small Business, Team Leadership, Microsoft Excel, Online Advertising, Social Networking, Retail, Online Marketing, Media Relations, Negotiation, Restaurant Management, Coaching, Contract Negotiation, Fundraising, Catering, Training

Education
University of Colorado at Boulder   1983 — 1986
Bachelor of Arts (B.A.), Geology and Economics

Tulane University   1978 — 1979
General Studies

The Abbey School   1974 — 1978

Alex X. Alvarez Alex X. Alvarez Orange County, California Area Details
Alex X. Alvarez's American Express Financial Advisors Experience April 2004 - March 2005
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  February 2015 - Present
Comerica Bank  July 2012 - February 2013
Union Bank  January 2010 - July 2012
Citibank  May 2005 - January 2010
American Express Financial Advisors   April 2004 - March 2005

Skills
Banking, Portfolio Management, Loans, Investments, Finance, Financial Services, Retail Banking, Strategic Financial..., Management, Sales, Insurance, CRM

Education
University of California, Irvine
Bachelor of Arts, History

Brad Linnell, RN Brad Linnell, RN Tampa/St. Petersburg, Florida Area Details
Brad Linnell, RN's American Express Financial Advisors Experience 1990 - 1997
Job VP Florida OAUG
Industry Computer Software
Experience
OneNeck IT Solutions  September 2013 - March 2015
Keste  November 2012 - September 2013
Rolta International  November 2008 - November 2012
Zanett  March 2006 - October 2008
Titan Technology Partners  1997 - 2006
American Express Financial Advisors   1990 - 1997

Skills
Data Warehousing, Business Intelligence, Hyperion Enterprise, OBIEE, Oracle, Enterprise Software, Oracle E-Business Suite, Cognos, Oracle Applications, ERP, SOA, Business Process, Essbase, Software Development, Oracle HR, Databases, Integration, Cloud Computing, Oracle Fusion Middleware, Strategy, Consulting, SaaS, Solution Architecture, EPM, Professional Services, Performance Tuning, CRM, ETL, E-commerce, Pre-sales, IT Strategy, Enterprise Architecture, PeopleSoft, Business Analysis, Database Design, Management, Solution Selling, Managed Services, Financials, SDLC, Data Integration, Data Modeling, Requirements Analysis

Education
State University of New York at Buffalo   1986 — 1990
BS, Business, Marketing and Psychology

Ronald Berry, Ph.D. Ronald Berry, Ph.D. Greater New York City Area Details
Ronald Berry, Ph.D.'s American Express Financial Advisors Experience October 1999 - February 2002
Job Financial Advisor, NFLPA Reg Player Financial Advisor, ICMG an affiliate of ICC
Industry Financial Services
Experience
Integrity Capital Management Group   April 2014 - Present
MetLife  February 2002 - March 2014
American Express Financial Advisors   October 1999 - February 2002
US Army  July 1994 - July 1997
The Media Works, Inc   January 1984 - December 1994

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Investment Strategies, College Savings Plans, Investment Management, Asset Protection, Small to Mid-Size..., IRAs, 401(k)s and..., Insurance and Annuities, Estate Planning and...

Education
Walden University
Ph.D., Management

Pace University
Post MBA -Certificate of Advanced Studies, Marketing/Finance

University of Bridgeport
MBA, Marketing/Finance

University of Bridgeport
Bachelor of Science, Business/Engineering

Eric L. David, Jr. Eric L. David, Jr. Gaithersburg, Maryland Details
Eric L. David, Jr.'s American Express Financial Advisors Experience December 2001 - April 2003
Job Chief Executive Officer at Potomac Tours, LLC
Industry Transportation/Trucking/Railroad
Experience
Potomac Tours, LLC   May 2010 - Present
Various  2004 - Present
American Express Financial Advisors   December 2001 - April 2003
American Express Financial Advisors   September 1999 - December 2001

Skills
Licensed Tour Guide, Tourism, Budgets, Finance, Transportation..., Operations Management, Customer Service, Contract Negotiation, Hospitality, Management, Leadership, Negotiation, New Business Development, Pricing, Transportation, Sales, Strategic Planning, Team Building

Education
University of Phoenix   2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services

Southeastern University   2007 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services

Towson University   1995 — 1999
Bachelor of Science (BS), Finance

Stephen Kyne Stephen Kyne Albany, New York Area Details
Stephen Kyne's American Express Financial Advisors Experience August 2004 - April 2006
Job Owner at Sterling Manor Financial, LLC
Industry Financial Services
Experience
Sterling Manor Financial, LLC   April 2006 - Present
American Express Financial Advisors   August 2004 - April 2006
AmeriCorps*NCCC and AmeriCorps*VISTA   January 2000 - May 2001

Education
State University of New York at Albany   2002 — 2003
Bachelor of Science (BS), Economics

University of Hawaii at Manoa   2001 — 2002
Economics

Stacey Zuniga Stacey Zuniga Austin, Texas Details
Stacey Zuniga's American Express Financial Advisors Experience 1997 - 2000
Job Cofounder, Product Strategy & Operations at Unwired Nation
Industry Computer Software
Experience
Unwired Nation   November 2011 - Present
UWN Acquisition Corp.   July 2008 - November 2011
Unwired Buyer   April 2004 - March 2008
BroadQ   February 2002 - March 2004
Gocho Networks, Inc.   2000 - March 2001
American Express Financial Advisors   1997 - 2000
Motorola Semiconductor  1993 - 1997
Texas Instruments  1990 - 1993

Skills
SaaS, Start-ups, Product Management, User Experience, Venture Capital, Product Strategy, Business Strategy, Business Development, Product Development, Account Management, Mergers & Acquisitions, Software Development, Cloud Computing, Product Marketing, Marketing Strategy, Mobile Applications, Business Alliances, Strategic Partnerships, Enterprise Software, Mobile Devices

Education
The University of Texas at Austin   1990 — 1993

Heather Rockwell Heather Rockwell Franklin, Tennessee Details
Heather Rockwell's American Express Financial Advisors Experience 1992 - August 2004
Job Office Manager at Williamson County Sewage Disposal Management
Industry Government Administration
Experience
Williamson County Community Development Environmental Department   August 2005 - Present
Nashville Chamber Orchestra   August 2004 - August 2005
American Express Financial Advisors   1992 - August 2004

Skills
Marketing, Public Relations, Management, Project Planning, Project Management, Event Planning, Budget Management, Purchasing, Payroll Processing, Client Services, Problem Solving, Business Process..., Operational Process..., Team Leadership, Local Government, Non-profits, High Level Of...

Education
University of Alabama   1972 — 1976
BA Journalism, Advertising

Vestavia Hills High School   1970 — 1972

Josh Barnard Josh Barnard Miami/Fort Lauderdale Area Details
Josh Barnard's American Express Financial Advisors Experience 1997 - 1998
Job Instructor at Barnard's Martial Arts
Industry Financial Services
Experience
Barnard's Martial Arts   June 2011 - Present
Eagil Financial and Eagil Life Settlements   January 2010 - Present
North Star Resource Group  October 2005 - December 2009
GT Financial/GT Mortgage   September 2003 - December 2009
Prudential Financial  1999 - 2003
American Express Financial Advisors   1997 - 1998

Education
University of Arkansas   1990 — 1994

Nitor Egbarin, JD Nitor Egbarin, JD Farmington, Connecticut Details
Nitor Egbarin, JD's American Express Financial Advisors Experience July 2001 - January 2003
Job Managing Director
Industry Financial Services
Experience
ER Group   October 2011 - Present
Allstate Financial  March 2003 - August 2005
American Express Financial Advisors   July 2001 - January 2003

Skills
Deal Making, Business Strategy, Business Analysis, Business Planning, New Business Development, Negotiation, Executive Management, Management, Strategic Planning, Operations Management, Strategic Financial..., Finance

Education
The University of Connecticut School of Law   1984 — 1987
Doctor of Law (J.D.)

The University of Connecticut   1982 — 1984
Bachelor of Arts (BA), English Language and Literature, General

Scott Lemieux , MS Scott Lemieux , MS Harpswell, Maine Details
Scott Lemieux , MS's American Express Financial Advisors Experience September 1997 - July 2005
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  July 2005 - Present
American Express Financial Advisors   September 1997 - July 2005
Bath Iron Works  October 1996 - May 1997
TRC Environmental  September 1995 - October 1996
U.S. Army Reserve   June 1985 - September 1994
Beth Israel Deaconess Medical Center  January 1989 - September 1992
Joslin Diabetes Center  March 1987 - January 1989
Maine Army National Guard  June 1980 - June 1985

Education
Tufts University   1992 — 1994
MS, Environmental Engineering

University of Maine   1981 — 1985
Bachelor's, Zoology

Edward Lopez Edward Lopez Greater New York City Area Details
Edward Lopez's American Express Financial Advisors Experience 1997 - 1997
Job Marketing Director at Van Eck Global
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs  June 2009 - Present
Rydex Investments  January 2007 - January 2009
Rydex Investments  July 2005 - December 2006
Ibbotson Asociates   January 2003 - June 2005
Ibbotson Associates  January 1998 - June 2005
Ibbotson Associates  January 1999 - January 2003
Ibbotson Associates  January 1998 - December 1998
American Express Financial Advisors   1997 - 1997
Dunn & Bradstreet  1995 - 1997

Skills
ETFs, ETF Product Development, Product Marketing, Marketing Strategy, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Asset Management, Investments, Hedge Funds, Financial Services, Bloomberg, Fixed Income, Series 7, Capital Markets, Trading, Finance, Securities

Education
The University of Texas at Austin   1990 — 1995
B.A., Economics

Jason Turk, QKA Jason Turk, QKA Mobile, Alabama Details
Jason Turk, QKA's American Express Financial Advisors Experience April 2000 - January 2001
Job Director of Client Services at DailyAccess Corporation
Industry Financial Services
Experience
DailyAccess Corporation  July 2013 - Present
DailyAccess Corporation  June 2010 - July 2013
BBVA Compass Bank  January 2001 - May 2002
American Express Financial Advisors   April 2000 - January 2001

Skills
Financial Services, Investments, Retirement Planning, Relationship Management, Mutual Funds, Pensions, Employee Benefits, Series 7, 401k, Retirement, Defined Contribution, Defined Benefit, Strategic Financial..., ERISA

Education
University of Alabama   1995 — 1999
Business Administration and Management, General

Edward Kelly, CFP, CLU, ChFC Edward Kelly, CFP, CLU, ChFC Greater Los Angeles Area Details
Edward Kelly, CFP, CLU, ChFC's American Express Financial Advisors Experience 1987 - 2000
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial  2012 - Present
Ameriprise Financial Services, Inc.   2000 - 2012
American Express Financial Advisors   1987 - 2000
Ameriprise Financial Advisors  February 1986 - January 1999

Education
CSUDH   1979 — 1980
Masters Degree, Special Education

University of California, Los Angeles   1973 — 1975
Bachelor's Degree, English

Riviera, South High

Riviera, South High

Tim Cline, MBA Tim Cline, MBA Boise, Idaho Area Details
Tim Cline, MBA's American Express Financial Advisors Experience 1997 - 1999
Job Sr Analyst Finance & Accounting at MAXIMUS
Industry Accounting
Experience
MAXIMUS  June 2015 - Present
MAXIMUS  July 2013 - Present
Independent Business Consultant  July 2012 - July 2013
Sandia National Laboratories  2007 - July 2012
Sandia National Laboratories  2004 - 2007
Sandia National Laboratories  2003 - 2004
Sandia National Laboratories  2000 - 2003
American Express Financial Advisors   1997 - 1999

Skills
Internal Controls, Auditing, Accounts Payable, Strategic Financial..., Account Reconciliation, Financial Statements, Banking, Tax, Systems Engineering, Budgets, Configuration Management, Program Management, Accounts Receivable, Forecasting, Finance, CPA, Financial Reporting, Accounting, Financial Analysis, Leadership, Microsoft Excel, Project Management, Financial Planning, Analysis, Process Improvement

Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Executive MBA

The University of New Mexico - Robert O. Anderson School of Management
BBA, Management Information Systems

Scott Tarone Scott Tarone Phoenix, Arizona Area Details
Scott Tarone's American Express Financial Advisors Experience September 1985 - December 1987
Job Owner, Limelight Media LLC
Industry Marketing and Advertising
Experience
Limelight Media Services   November 2005 - Present
Fanfare Media Works  April 2002 - October 2005
Morgan Stanley  January 1988 - August 1997
American Express Financial Advisors   September 1985 - December 1987

Skills
Marketing Strategy, Advertising, Small Business, Advertising Sales, Marketing, Sales Management, Direct Marketing, SEO, Training

Education
University of Arizona   1981 — 1985
Business

Brad Vaughn Brad Vaughn Little Rock, Arkansas Area Details
Brad Vaughn's American Express Financial Advisors Experience April 2000 - April 2001
Job Director of Recruiting at Maverick Transportation
Industry Transportation/Trucking/Railroad
Experience
Maverick Transportation  December 2001 - Present
Snelling Staffing Services  April 2001 - December 2001
American Express Financial Advisors   April 2000 - April 2001
The Ledgemore Group/GS Cigar   January 1999 - April 2000

Skills
Employee Relations, Transportation, Recruiting, Trucking, Truckload, Applicant Tracking..., Transportation..., Logistics, LTL, Dispatching, Hiring, Negotiation, Process Scheduler, Inventory Management, Flatbed, Shipping, Driver Training, Cold Calling, Freight, Fleet Management, DOT regulations, Sales, Warehouse Management, Operations Management, Team Building, Training, Management, Air Freight, Customer Satisfaction, Logistics Management, New Business Development, Supervisory Skills, Container, Supply Chain, Warehousing, College Recruiting, Sourcing, Job Fairs, Freight Forwarding, 3PL, DOT Compliance, Human Resources, Purchasing, Process Improvement, Customer Service, Income Statement, Inventory Control, Account Management, Truck, Sales Operations

Education
University of Arkansas   1993 — 1997
Bachelors, Marketing and Management

Todd Mitman CRPC® Todd Mitman CRPC® Greater Atlanta Area Details
Todd Mitman CRPC®'s American Express Financial Advisors Experience October 2000 - October 2005
Job Financial Advisor at Mitman, Reese and Associates,a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2005 - Present
American Express Financial Advisors   October 2000 - October 2005
Ameriprise Financial Services, Inc.   January 2003 - March 2005

Education
University of Alabama   1996 — 2000
BS, Consumer Science

College of Financial Planning

Kim Dolson Gustafson Kim Dolson Gustafson Dallas/Fort Worth Area Details
Kim Dolson Gustafson's American Express Financial Advisors Experience August 2002 - August 2003
Job VP/TX, CO & SW RegionResidential Mortgage Banker at BNY Mellon NMLSR: 404870
Industry Banking
Experience
BNY Mellon Wealth Management  December 2013 - Present
Wells Fargo Home Mortgage  June 2013 - December 2013
Ascent Financial Services, LLC, An Affiliate of Wells Fargo Home Mortgage   December 2011 - December 2012
Wells Fargo Private Mortgage  April 2009 - December 2011
Bank of America  April 2006 - April 2009
Bank of America  August 2003 - April 2006
American Express Financial Advisors   August 2002 - August 2003

Skills
Mortgage Banking, Credit, Mortgage Lending, Refinance, Credit Analysis, Loans, Loan Origination, Residential Mortgages, Commercial Lending, Small Business Lending, FHA financing, Certified Mortgage..., Home Equity Loans, Consumer Lending, Finance, Underwriting, Banking, Government Loans, Lines Of Credit, FHA, VA loans, USDA, Mortgage Underwriting, Construction Loans, Series 7

Education
The University of Texas at Austin   1996 — 2000
Corporate Communications

Charles J. Schilleci, CFP® Charles J. Schilleci, CFP® Knoxville, Tennessee Area Details
Charles J. Schilleci, CFP®'s American Express Financial Advisors Experience November 1986 - August 1994
Job Branch Manager and Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2005 - Present
Legg Mason  December 2003 - December 2005
NEXUS Financial Network   August 1994 - December 2003
American Express Financial Advisors   November 1986 - August 1994

Skills
Retirement Planning, Strategic Planning, Risk Management, Securities, Mutual Funds, Investments, Fixed Income, Equities

Education
University of Alabama at Birmingham   1974 — 1978
Bachelor of Science

University of Alabama   1972 — 1973

Sven Trahan Sven Trahan Austria area Details
Sven Trahan's American Express Financial Advisors Experience 1998 - 2000
Job Managing Director Head of Global Sales & Relationship Management
Industry Financial Services
Experience
Unicredit Global Securities Services   February 2009 - Present
UniCredit Markets & Investment Banking  February 2007 - February 2009
BrokerJet - Online Brokerage Arm for Erste Bank   2004 - 2007
Volkskreditbank - Linz   2001 - 2004
American Express Financial Advisors   1998 - 2000

Skills
XP, Equities, Global Custody, Series 7, Back Office, Securities, Information Systems, Capital Markets, CICS, Trading, Financial Markets, Bonds, Options, Investment Banking, Collateral Management, Structured Finance, Swaps, Payments, Financial Institutions, Middle Office, Hedge Funds, Asset Management, Derivatives, Private Banking, Mutual Funds, Corporate Actions, FX Options, Money Market, Fixed Income, Securities Lending, Business Development, Business Analysis, Valuation, Banking, Finance, Prime Brokerage, Equity Derivatives, Financial Risk, CRM, Structured Products, Financial Services, Relationship Management, Bloomberg, Credit Risk, Portfolio Management, Emerging Markets, Settlement, Due Diligence, Operational Risk, Trading Systems

Education
University of Maryland College Park   1994 — 1996
International Business / Communication

Webster University (AT)   1994 — 1995
International Business

University of Louisiana at Lafayette   1992 — 1993
Business Administration

Tulane University   1991 — 1992
Business Administration

Corey Bruning Corey Bruning Sioux Falls, South Dakota Area Details
Corey Bruning's American Express Financial Advisors Experience June 2000 - January 2001
Job Partner at Bruning & Lewis Law Firm, PLLC
Industry Insurance
Experience
Bruning & Lewis Law Firm, PLLC   December 2012 - Present
Corey Bruning, Prof. L.L.C.   October 2012 - Present
The University of South Dakota  September 2009 - May 2012
University of South Dakota  August 2009 - May 2012
Midland National Life  August 2006 - August 2009
Midland National Life  July 2003 - August 2006
Stifel Nicolaus  February 2001 - May 2003
American Express Financial Advisors   June 2000 - January 2001

Skills
Insurance, Fixed Annuities, Legal Research, Legal Writing, Legal Advice, Investments, Microsoft Office, Computer Proficiency, Legal Documents, Series 7, Retirement Planning, Life Insurance, Small Business, Retirement, Estate Planning, Securities, Litigation, Mediation, Westlaw, Criminal Law, Commercial Litigation, Trials, Appeals, Corporate Law, Courts, Employment Law, Civil Litigation, Workers Compensation, Personal Injury, Insurance Law

Education
The University of South Dakota   2009 — 2012
MBA, Business Administration

The University of South Dakota School of Law   2009 — 2012
JD, Law

The University of South Dakota   1995 — 2000
BSBA, Economics

Christopher Stine Christopher Stine Greater Chicago Area Details
Christopher Stine's American Express Financial Advisors Experience 2001 - 2002
Job Vice President at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan   May 2013 - December 2014
JPMorgan Chase  October 2007 - May 2013
JPMorganChase  August 2005 - October 2007
JPMorgan Chase  May 2004 - August 2005
Enterprise Rent-a-car  2003 - 2004
American Express Financial Advisors   2001 - 2002
New England Financial  1997 - 2001

Education
University of Kansas   1998 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General

Alejandro G. Lewin Alejandro G. Lewin Greater Los Angeles Area Details
Alejandro G. Lewin's American Express Financial Advisors Experience 1992 - 2004
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present
American Express Financial Advisors   1992 - 2004
Condor Trading - TradeLink   1987 - 1991
Perugia Bottier S.A.I.C.   1978 - 1982

Education
University of Southern California - Marshall School of Business   1984 — 1988
BSBA, Business, Entrepreneur Program

Universidad de Buenos Aires   1978 — 1982
Industrial Engineering

Colegio Nacional De Buenos Aires
Bachillerato

Nathalie Isaacs Nathalie Isaacs Miami/Fort Lauderdale Area Details
Nathalie Isaacs's American Express Financial Advisors Experience July 2004 - February 2005
Job Counselor at Embassy of Dominican Republic in Rome
Industry International Affairs
Experience
Embassy of Dominican Republic in Rome   June 2005 - Present
Center of Export and Investment of Dominican Republic   2006 - 2011
American Express Financial Advisors   July 2004 - February 2005

Skills
International Trade, Spanish, Italian, Portuguese, International Relations, Foreign Policy, International..., Latin America, Diplomacy, Entrepreneurship, French, Policy Analysis, Government, Leadership, Marketing, Negotiation, Nonprofits, Strategic Planning

Education
University of Massachusetts, Amherst   1999 — 2003
BA, International Affairs

Università per Stranieri di Siena   2001 — 2002
certificate, Language & Society

Universidad de Sevilla

Universidade de São Paulo

Emmanuel Joel Rivero SPHR MPM Emmanuel Joel Rivero SPHR MPM Dallas/Fort Worth Area Details
Emmanuel Joel Rivero SPHR MPM's American Express Financial Advisors Experience 1999 - 2000
Job HR Partner/Consultantat Casablanca Assisted Living
Industry Hospital & Health Care
Experience
Casablanca Assisted Living   March 2011 - Present
Ricoh Americas Corporation  June 2012 - April 2014
Domicillary Services   March 2006 - November 2010
Millennium Wealth Management   2005 - 2007
Rivero Associates   2002 - 2007
Dell Computer Corporation  2001 - 2002
American Express Financial Advisors   1999 - 2000

Skills
Recruiting, Management, Six Sigma, Cost Accounting, Process Improvement, Training, Project Management

Education
University of Arizona, Eller College of Management   1992 — 1997
BA, Markeing /Managment

Doug Prude Doug Prude Dallas/Fort Worth Area Details
Doug Prude's American Express Financial Advisors Experience March 2001 - May 2002
Job Research Director at Henry S. Miller Brokerage
Industry Package/Freight Delivery
Experience
Henry S. Miller Brokerage  November 2012 - Present
City of Denton  October 2011 - June 2012
the University of Texas at Arlington  September 2010 - January 2011
UPS  October 2003 - September 2010
American Express Financial Advisors   March 2001 - May 2002
Ben E. Keith Beers   March 1999 - March 2001
Ben E. Keith Beers   1998 - 2001
Britches   1989 - 1994
Britches   1989 - 1994

Skills
ArcGIS, Access, PowerPoint, Research, Excel, Writing, Editing, Photoshop, Social Media, Transportation Planning, Microsoft Excel, Sales, Economic Development, Public Speaking, Zoning & Ordinance, GIS, Commercial Real Estate..., Analysis, Marketing, Management, Project Planning, Training

Education
The University of Texas at Arlington   2009 — 2012
Masters of City and Regional Planning, Transportation, Economic Development

University of North Texas   1995 — 1998
BBA, Marketing

Jesuit Dallas   1988 — 1992

Our Redeemer

Andrew Sexton Andrew Sexton Phoenix, Arizona Area Details
Andrew Sexton's American Express Financial Advisors Experience September 2002 - September 2005
Job Senior Account Manager at Gruber Power Services
Industry Information Technology and Services
Experience
Gruber Power Services  November 2005 - Present
American Express Financial Advisors   September 2002 - September 2005

Skills
Marketing, New Business Development, Customer Service, Sales, Contract Negotiation, Business Development, Strategic Planning, Team Building, Sales Operations, Marketing Strategy, Cold Calling, Relationship Management, Analytics, Account Management, Competitive Analysis, Sales Management, Product Marketing, Marketing Management, Building Relationships, Management, Salesforce.com, Market Research, Solution Selling, Sales Process, Direct Sales, Selling, Lead Generation, Channel Partners, Key Account Management, B2B, Customer Retention, CRM, Managed Services, Customer Satisfaction, Telecommunications, Sales Presentations, Recruiting, Strategic Partnerships

Education
University of Arizona   1998 — 2002
B.S., Marketing

Cole Schwanke Cole Schwanke Overland Park, Kansas Details
Cole Schwanke's American Express Financial Advisors Experience December 2000 - January 2003
Job AVP Branch Manager at Arvest Bank
Industry Banking
Experience
Arvest Bank  July 2012 - Present
www.BaitMyLine.com   August 2011 - August 2014
Bank of Blue Valley  March 2004 - July 2011
UBS  January 2003 - December 2003
American Express Financial Advisors   December 2000 - January 2003

Skills
Banking, Sales, Relationship Management, Branch Banking, Banking Relationships, Community Involvement, Business Development, Consumer Lending, Associate Development, Credit, Loans, Commercial Lending, Investments, Small Business Lending, Marketing, Finance, Customer Service, Management, New Business Development, CRM, Mortgage Lending, Wealth Management, Leadership, Loan Origination

Education
The University of Kansas   1993 — 2000
Bachelor, Economics

David Blaisdell David Blaisdell Boise, Idaho Area Details
David Blaisdell's American Express Financial Advisors Experience November 1999 - March 2002
Job Financial Consultant at The Heuett Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Heuett Financial Consulting Group of Wells Fargo Advisors, LLC   November 2007 - Present
Citi - Smith Barney  March 2002 - October 2007
American Express Financial Advisors   November 1999 - March 2002

Skills
Retirement Planning, Financial Services, Investments, Insurance, Finance, Customer Service, Asset Allocation, Securities, Mutual Funds, Financial Analysis, Alternative Investments, Retirement

Education
University of California, San Diego   1994 — 1998

MVHS   1990 — 1994

Kim Roach Kim Roach Greater Philadelphia Area Details
Kim Roach's American Express Financial Advisors Experience December 2003 - January 2005
Job Community Support Staff Manager at Community Options, Inc.
Industry Consumer Services
Experience
Community Options, Inc.   April 2011 - Present
Univers Workplace Solutions  September 2010 - Present
Vantage Point Bank & Financial Services   December 2007 - February 2009
Merrill Lynch  May 2006 - December 2007
New York Life  January 2005 - May 2006
American Express Financial Advisors   December 2003 - January 2005
Cendant Mortgage  January 2001 - December 2003
Willis Honda  January 2000 - January 2002

Education
Thomas Edison State College   2009 — 2010
BA, Liberal Studies

Rowan University, New Jersey (discontinued
Bachelor's

Brookdale Community College, New Jersey   1992 — 1994
AA, education

Jake T Bryant, ChFC, APMA, CRPC Jake T Bryant, ChFC, APMA, CRPC Greater Atlanta Area Details
Jake T Bryant, ChFC, APMA, CRPC's American Express Financial Advisors Experience May 2002 - July 2005
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present
American Express Financial Advisors   May 2002 - July 2005
American Express Financial Advisors   September 2000 - May 2002

Education
University of Georgia - Terry College of Business   1993 — 1998
Bachelors of Business Administration, Finance

The University of Georgia

Christian Ahrens Christian Ahrens Houston, Texas Area Details
Christian Ahrens's American Express Financial Advisors Experience May 2003 - August 2003
Job Manager of Sales and Trading at CLS Industries
Industry Oil & Energy
Experience
CLS Industries   July 2010 - Present
AVI Handelsgesellschaft mbH   April 2008 - July 2010
MF Global  January 2007 - May 2008
American Express Financial Advisors   May 2003 - August 2003

Skills
Finance, Commodity, Marketing, Trading, Strategic Financial..., Financial Analysis, Strategy, Business Development, Business Strategy, Management, CRM, Strategic Planning, Customer Service, Account Management

Education
The University of Texas at San Antonio
Business Mgt., International Management, Entreprenuership

Vera Maxakova Vera Maxakova Dallas/Fort Worth Area Details
Vera Maxakova's American Express Financial Advisors Experience June 2003 - August 2003
Job Lead UI Designer at Alkami Technology
Industry Design
Experience
Alkami Technology  April 2014 - Present
Alkami Technology  April 2013 - April 2014
Alkami Technology  August 2011 - April 2013
Web Loft Designs   2003 - August 2011
OrgSync  September 2010 - May 2011
University of Texas at Dallas  August 2008 - December 2010
inko9nito   2003 - 2010
Behringer Harvard  May 2005 - August 2005
American Express Financial Advisors   June 2003 - August 2003

Skills
User Interface Design, Web Design, Web Development, User Interface, Logo Design, CSS, HTML, Wireframes, Usability, Interaction Design, User Experience, Front-end, Adobe Fireworks, Git, PHP, Web Applications, Adobe Creative Suite, Wire Framing, Information Architecture, SEO, PowerPoint

Education
The University of Texas at Dallas   2008 — 2010
MA, Arts and Technology

The University of Texas at Dallas   2004 — 2008
BA, Arts and Technology (ATEC)

Jodi Bendt Jodi Bendt Greater Minneapolis-St. Paul Area Details
Jodi Bendt's American Express Financial Advisors Experience 1986 - 2005
Job Senior Project Manager at Ameriprise Financial
Industry Information Technology and Services
Experience
Ameriprise Financial  August 2010 - Present
Tek Systems  November 2009 - August 2010
Dexma  April 2009 - November 2009
American Garage Door & Repair, Inc   October 2006 - January 2009
Ameriprise Financial  August 1986 - December 2005
American Express Financial Advisors   1986 - 2005

Education
The University of South Dakota   1982 — 1986
BS, Computer Science

Lincoln

Hampton Scurlock, CFP Hampton Scurlock, CFP Lexington, Kentucky Area Details
Hampton Scurlock, CFP's American Express Financial Advisors Experience May 1999 - August 2001
Job Owner, Retirement Tax Advisory Group and a CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
Retirement Tax Advisory Group   August 2001 - Present
American Express Financial Advisors   May 1999 - August 2001
Transylvania University  August 1995 - May 1999

Education
Transylvania University   1995 — 1999

Kim Hoffman Kim Hoffman La Jolla, California Details
Kim Hoffman's American Express Financial Advisors Experience January 2005 - January 2006
Job Receptionist at Ferrari & Maserati of San Diego
Industry Automotive
Experience
Ferrari & Maserati of San Diego  September 2014 - Present
La Jolla Sports Club  November 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company   November 2013 - July 2014
Search Optics, Inc.   March 2010 - January 2012
Priceless Pixels   December 2004 - April 2009
Mikel Marketing, LLC   August 2008 - December 2008
Vmeals  March 2007 - May 2008
Santos Alliances   June 2006 - August 2006
American Express Financial Advisors   January 2005 - January 2006

Skills
Google Analytics, Digital Marketing, Online Marketing, Marketing, Microsoft Office, Digital Photography, CRM, Event Planning, Email Marketing, Sales, Web Analytics, Online Advertising, Training, Adobe Creative Suite, Social Media Marketing, SEO, Canon DSLR, SugarCRM, Mac OS X, iPhoto, Adobe Acrobat

Education
The University of Texas at Austin   2000 — 2002
Bachelor of Fine Arts, Studio Art Major, 3.9

The Woodlands High School   1996 — 1999

Glenn Seibel Glenn Seibel Grand Forks, North Dakota Area Details
Glenn Seibel's American Express Financial Advisors Experience August 1982 - April 2006
Job Financial Planner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research  April 2008 - Present
Orion Financial Group Bemidji   April 1996 - Present
Royal Alliance Associates INC  April 1996 - March 2008
American Express Financial Advisors   August 1982 - April 2006
Edina Schools   August 1969 - June 1982

Education
The University of North Dakota   1967 — 1971
M Ed, Education, Chemistry

The University of North Dakota   1963 — 1969
BS, Chemistry, Education

Diana (Grossman) Simpson Diana (Grossman) Simpson Auburn, Alabama Area Details
Diana (Grossman) Simpson's American Express Financial Advisors Experience June 1993 - August 1999
Job Faculty Member at Auburn University
Industry Financial Services
Experience
Auburn University  August 2015 - Present
McClain Lovejoy Financial Planning, LLC   June 2014 - Present
Alabama Cooperative Extension System- Auburn University  January 2011 - May 2014
Fee-Only Planning Professionals, LLC   August 1999 - February 2011
American Express Financial Advisors   June 1993 - August 1999

Skills
The ASC doesn't allow...

Education
Auburn University   2012 — 2015
Anticipating completing my PhD in 2016, Educational Psychology

University of Alabama at Birmingham   1989 — 1992
MBA, Business

University of Florida   1978 — 1982
Bachelor's Degree, Sociology

Carolin Soldo Carolin Soldo Buffalo/Niagara, New York Area Details
Carolin Soldo's American Express Financial Advisors Experience January 2003 - January 2004
Job Success Coach and Marketing Mentor for Passion Based Health and Life Coaches
Industry Banking
Experience
Carolin Soldo Coaching and Events   July 2009 - Present
Solmac Inc.   September 2005 - Present
First Niagara Bank  November 2013 - September 2015
GemsFit.com   January 2012 - November 2014
M&T Bank  May 2011 - October 2013
AFAA Certified Personal Trainer   January 2011 - June 2013
NannyPro.com   August 2009 - August 2011
M&T Bank  June 2006 - July 2009
American Express Financial Advisors   January 2003 - January 2004

Skills
SEO, Social Media Marketing, Online Marketing, Marketing Research, PPC, SEO copywriting, Website Promotion, Promotions, Customer Relations, Customer Acquisition, Yahoo Search Marketing, Google Adwords, Email Marketing, Marketing Management, Team Leadership, Sales Management, Sales Support, Product Management, Product Marketing, Product Development, Corporate Finance, Project Management, Project Planning, Event Planning, Event Management, Small Business Marketing, Commercial Banking, Commercial Card

Education
State University of New York at Buffalo   2004 — 2006
MBA, Marketing

University of San Francisco
Master Certificate, Search Engine Usability

Cheryl Greenberg Cheryl Greenberg Greater San Diego Area Details
Cheryl Greenberg's American Express Financial Advisors Experience September 2003 - May 2005
Job Sr Management Consultant, Program Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  April 2013 - Present
CLG Associates   September 2010 - Present
Mellon Capital Management  September 2010 - April 2013
Mellon Capital Management  February 2010 - August 2010
Mellon Capital Management  October 2005 - February 2010
Bank of New York Mellon  2005 - February 2010
American Express Financial Advisors   September 2003 - May 2005
Merrill Lynch Investment Managers  2000 - 2000
Nicholas-Applegate Capital Management  1994 - 1998
Computer Economics, Inc.   September 1992 - November 1994

Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation

Education
University of California, San Diego   1981 — 1985
BA, Mathematics/Computer Science, 16

Mt. Carmel HIgh School   1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education

Casey Petersen Casey Petersen Crossett, Arkansas Details
Casey Petersen's American Express Financial Advisors Experience 2003 - 2005
Job Director, Social Operations at Collective Bias. Content Strategy, Social Ad Strategy
Industry Online Media
Experience
Collective Bias  November 2013 - Present
Collective Bias  January 2012 - November 2013
Murphy USA  November 2009 - November 2011
Skin Sake   October 2007 - November 2009
Ameriprise Financial  2006 - 2007
Morgan Keegan  2005 - 2006
American Express Financial Advisors   2003 - 2005

Skills
Community Building, Social Media Marketing, Location Based Services, Social Media, Digital Marketing, Online Marketing, Facebook, Retail, Social Analytics, Marketing, SEO, Advertising, Integrated Marketing, Sales, Blogging, Graphic Design, Marketing Strategy, Social Networking, Web Analytics, Strategy, Analytics, Management, Public Relations, Online Advertising, Marketing Communications, Email Marketing

Education
University of Arkansas at Monticello   1999 — 2003
BBA, Marketing, Finance

Greg Straka Greg Straka Greater Atlanta Area Details
Greg Straka's American Express Financial Advisors Experience May 1995 - April 2002
Job
Industry Financial Services
Experience
Capstone Financial  September 2011 - June 2014
MassMutual Financial Group  September 2011 - June 2014
Capstone Financial Partners  April 2002 - August 2011
American Express Financial Advisors   May 1995 - April 2002

Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing

Education
The University of Georgia   1984 — 1989
A.B., History

Brookwood High School   1981 — 1984

South Gwinnett High School   1980 — 1981

Jeffery E. Phillips Jeffery E. Phillips Chicago, Illinois Details
Jeffery E. Phillips's American Express Financial Advisors Experience 1998 - 2003
Job Business Startup Consultant
Industry Design
Experience
Business Start-Up Industry   2010 - Present
AIG  2008 - 2009
185 Development, LLC.   2003 - 2008
American Express Financial Advisors   1998 - 2003
Sherwood - NDB   1996 - 1998
Nicean International, Corp.   1991 - 1997
United States Senate  1993 - 1993
State of Illinois, International Business Division   1990 - 1991
The Law Firm of Altheimer & Gray   1989 - 1990
The City of Chicago, Office of the Mayor   1988 - 1988

Skills
Entrepreneurship, Leadership, Consultative Sales..., Opportunity..., Competitive Analysis, Planning and Development, Negotiation, Strategic Planning and..., New Business Development, Relationship Building, Research and..., Team Building, Management, Government Liasioning, Project Management, Dispute Resolution, Creative Solutions, Creative Concept Design, Investment Advisory, Investment Management, Risk Management

Education
University of Illinois at Chicago
Bachelor of Arts (B.A.) English

University of Aberdeen   1988 — 1989
Public International Law and English Literature

Jim Rorie Jim Rorie Greater Memphis Area Details
Jim Rorie's American Express Financial Advisors Experience November 2002 - May 2003
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  May 2015 - Present
SunTrust Investment Services, Inc.   February 2012 - May 2015
First Tennessee Bank  February 2004 - February 2012
Carty & Company   May 2003 - September 2003
American Express Financial Advisors   November 2002 - May 2003
Delta Air Lines  1999 - 2001

Skills
Financial Services, Portfolio Management, Investment Strategies, Mutual Funds, Retirement Planning, Equities, Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Series 7, Series 63, Finance, Wealth Management, Management, Risk Management, Credit, Employee Benefits, Banking, Financial Planning, Derivatives, Trading, Fixed Income, Wealth Management..., Financial Advisory, Financial Analysis, Mortgage Lending, Investment Banking, Hedge Funds, Commercial Lending, Valuation, Small Business Lending, Fixed Annuities, Bloomberg, Retirement, Insurance, Financial Modeling, Investment Management, Bonds, Asset Management, Loans, Securities, Uniform Combined State..., Corporate Finance, Estate Planning, Financial Planners, Due Diligence, Commercial Banking, Capital Markets, Relationship Management

Education
The University of Memphis   1997 — 2002
BBA, Finance

Khai Le Khai Le Greater Chicago Area Details
Khai Le's American Express Financial Advisors Experience February 1999 - September 2001
Job District Manager at VALIC
Industry Financial Services
Experience
VALIC  February 2007 - Present
American Express  September 2002 - February 2007
American Express Financial Advisors   February 1999 - September 2001

Skills
Change Management, Strategic Planning, Talent Acquisition, Series 7, Leadership, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Series 24, Financial Services, Strategic Financial..., 401k, Finance, Management, Strategy, Financial Planning

Education
University of California, Davis   1996 — 1999
Bachelor of Science (BS), Managerial Economics

University of California, Davis   1996 — 1999
Bachelor of Science (B.S.), Business/Managerial Economics

Dylan P. Lauzon, ARM-E Dylan P. Lauzon, ARM-E Greater Los Angeles Area Details
Dylan P. Lauzon, ARM-E's American Express Financial Advisors Experience February 2003 - January 2004
Job Sr. Enterprise Risk Analyst at Big 5 Sporting Goods
Industry Retail
Experience
Big 5 Sporting Goods  September 2008 - Present
City of Hermosa Beach  July 2013 - Present
American Express Financial Advisors   February 2003 - January 2004

Skills
Enterprise Risk..., Life Insurance, Commercial Insurance, Strategic Financial..., Disability Insurance, Operational Risk..., Risk Analysis, Term Life Insurance, Risk Assessment, Property & Casualty..., Business Strategy, Crisis Management, Business Continuity..., Claims Management, Claims Investigations, Customer Service, Non-profit Board..., non-profit bo, Finance, Insurance, Risk Management, Management, Leadership, Strategic Planning

Education
University of Phoenix   2013 — 2016
Master of Business Administration (M.B.A.), Finance, General

University of Arizona, Eller College of Management   2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, Economics

Redondo Union High School

Bryan Schroder Bryan Schroder Hattiesburg, Mississippi Details
Bryan Schroder's American Express Financial Advisors Experience 1999 - 2003
Job Founder, Juvo Technologies
Industry Telecommunications
Experience
Juvo Technologies  2007 - Present
TalkSouth   2004 - 2007
McCeery Securities   2003 - 2005
American Express Financial Advisors   1999 - 2003

Skills
Telecommunications, Business Strategy, New Business Development, Strategic Planning, Start-ups, Sales Management, Business Development, Mobile Devices, Marketing Strategy, Change Management, Management Consulting, Product Management

Education
Hattiesburg High

University of Southern Mississippi

Terence Cheung Terence Cheung San Francisco Bay Area Details
Terence Cheung's American Express Financial Advisors Experience September 1995 - June 1998
Job Focused on building people, teams, and organizations for growth in the technology space.
Industry Computer Software
Experience
BrightEdge  October 2013 - Present
Advent Software  July 2012 - October 2013
Advent Software, Inc  October 2010 - July 2012
Advent Software  July 2006 - October 2010
Dataflight Software, Inc   December 2002 - December 2004
Dataflight Software   December 1999 - December 2002
Mullin Consulting, Inc   November 1998 - December 1999
Keyence Corporation  June 1998 - November 1998
American Express Financial Advisors   September 1995 - June 1998

Skills
Organizational..., Operations Management, Global Management, Team Building, Cross-functional Team..., Corporate Culture, Customer Satisfaction, Global Operations, Data Analysis, Customer Relations, Process Improvement, Problem Solving, Outsourcing Management, Employee Recognition, employee satisfaction, Enterprise Software, Customer Service, Salesforce.com, CRM, Databases, Project Management, Integration, Program Management, Business Intelligence, Management, Outsourcing, Software Documentation, Business Development, Training, Change Management, Leadership, SaaS, Executive Management, Project Planning, Pre-sales, ERP, SEO copywriting, Business Planning, Business Analysis, Strategy

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2005 — 2006
MBA

University of California, Los Angeles   1992 — 1997
BA

Perry Reginelli Perry Reginelli Greater Memphis Area Details
Perry Reginelli's 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

Rhonda L. Porter Rhonda L. Porter Fayetteville, Arkansas Area Details
Rhonda L. Porter's American Express Financial Advisors Experience April 2002 - June 2004
Job Wellness Coach Fayetteville Nutrition
Industry Health, Wellness and Fitness
Experience
HotSpot MidSouth   July 2011 - October 2011
Merrill Lynch  August 2008 - July 2011
Wells Fargo  June 2004 - August 2008
American Express Financial Advisors   April 2002 - June 2004

Education
University of Arkansas
Bachelor of Business, Finance

Tamika Larrieu Tamika Larrieu Pensacola, Florida Area Details
Tamika Larrieu's American Express Financial Advisors Experience December 1998 - February 2002
Job Owner/Foundations Real Estate Investments
Industry Real Estate
Experience
FOUNDATIONS REAL ESTATE INVESTMENTS   2011 - Present
Re/Max on the Coast   2007 - 2011
EXIT REALTY NFI  2004 - 2007
American Express Financial Advisors   December 1998 - February 2002

Skills
Investment Properties, Buyer Representation, Single Family Homes, Listings, Referrals, New Home Sales, REO, Sellers, Real Estate, Short Sales, Relocation, Move Up Buyers, Selling, Vacation Homes

Education
Troy State University

University of West Florida

Chela Langenberg Chela Langenberg Boerne, Texas Details
Chela Langenberg's American Express Financial Advisors Experience July 2003 - May 2005
Job Production Associate at KCWS
Industry Ranching
Experience
Texas Skyways Inc.   September 2014 - February 2015
The Home Depot  February 2013 - November 2013
Ruby's Market   October 2005 - May 2008
Raymond James Financial Services  September 2005 - November 2006
American Express Financial Advisors   July 2003 - May 2005
World Gym (Gold’s Gym)   January 2001 - July 2002
Orillion USA   October 1998 - August 2000
HEB  September 1997 - May 1998

Skills
Organization, Microsoft Office, Sarbanes-Oxley Act, HIPAA, Securities, Accounts Payable, Accounts Receivable, Data Entry, Office Management, Event Planning, Coordinating Events, Team Management, Logistics, International Logistics, System Testing, Travel, Troubleshooting, Invoicing, Shipping, EEO/AA Compliance, Office Equipment..., Office Equipment..., Ranching, Blueprint Reading, Arc Welding, Contract Negotiation, Human Resources, Benefits Administration, Business, Interviews, Customer Satisfaction

Education
The University of Texas at San Antonio   1993 — 1997
1997 Bachelor of Business Administration (BBA)

Ray Wright Ray Wright Greater Boston Area Details
Ray Wright's American Express Financial Advisors Experience 1993 - 1997
Job Strategic Account Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters  April 2013 - Present
MedMeme, LLC.   November 2010 - March 2013
Decision Resources  2007 - November 2010
sanofi-aventis  2005 - 2007
Pfizer  1997 - 2005
American Express Financial Advisors   1993 - 1997
Air Force  1987 - 1992

Education
United States Air Force Academy   1983 — 1987
BS, English

Damon Nelson Damon Nelson San Francisco Bay Area Details
Damon Nelson's American Express Financial Advisors Experience February 1994 - June 1996
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments  March 2004 - Present
Montgomery Asset Management  March 1997 - May 2003
American Express Financial Advisors   February 1994 - June 1996

Education
University of California, Davis   1988 — 1993
BS, Managerial Economics

Leah Lewis Leah Lewis Atlanta, Georgia Details
Leah Lewis's American Express Financial Advisors Experience 2004 - 2004
Job Healthcare Manager
Industry Hospital & Health Care
Experience
Grady Health System  August 2015 - Present
Cahaba GBA  November 2014 - August 2015
Cahaba GBA  December 2013 - November 2014
Cahaba GBA  February 2012 - December 2013
Cahaba GBA  January 2010 - February 2012
EY  January 2007 - November 2009
Regions Financial Corporation  February 2006 - July 2006
Anguilla Masonry Products Ltd   February 2005 - December 2005
American Express Financial Advisors   2004 - 2004
UBS Financial Services  2004 - 2004

Skills
Auditing, Microsoft Excel, Financial Statements, Accounting, Accounts Payable, Internal Controls, GAAP, QuickBooks, Payroll, Financial Analysis, Financial Reporting, Recruiting, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, General Ledger, Analysis, Accounts Receivable, Access, Due Diligence, Managerial Finance, Management, Account Reconciliation, Finance

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
Masters of Science in Accountancy

University of Alabama at Birmingham   2006 — 2007
MBA

University of Alabama   2001 — 2004
Bachelor of Science

Jeremy Esensten Jeremy Esensten San Francisco Bay Area Details
Jeremy Esensten's American Express Financial Advisors Experience September 2001 - October 2004
Job Sr. Finance Manager II, Global eCommerce at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce  April 2014 - Present
Target  January 2013 - April 2014
Target  February 2011 - January 2013
Target  August 2009 - February 2011
Target  June 2008 - August 2009
Ameriprise Financial  July 2007 - May 2008
Ameriprise Financial  July 2006 - July 2007
Ameriprise Financial  October 2004 - July 2006
American Express Financial Advisors   September 2001 - October 2004
American Express Financial Advisors   November 1999 - September 2001

Skills
Process Improvement, Forecasting, Financial Modeling, Financial Analysis, Vendor Management, Six Sigma, Leadership, Finance, Management, Cross-functional Team..., Business Analysis, Strategic Planning, Financial Services, Program Management, Outsourcing, Data Analysis, Essbase, Strategic Financial...

Education
University of Minnesota - Carlson School of Management   2002 — 2005
MBA, Finance

The University of Kansas   1993 — 1997
B.A., Religious Studies

Edina High School

Edina High School

Randall Corbin Randall Corbin Greater Chicago Area Details
Randall Corbin's American Express Financial Advisors Experience February 2002 - February 2006
Job Finance and Accounting Manager at Sunstar Americas, Inc.
Industry Hospital & Health Care
Experience
Sunstar Americas, Inc.   2014 - Present
CareFusion  September 2009 - July 2013
Cardinal Health  February 2006 - July 2013
American Express Financial Advisors   February 2002 - February 2006
Cintas  1997 - 2002

Skills
Cash Flow Forecasting, Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Cash Flow, GAAP, Process Improvement, General Ledger, Budgets, Pricing, Mergers, Variance Analysis, Due Diligence, Hyperion Enterprise, Passed all 4 parts of..., Accounting, Internal Controls

Education
Truman State University   1988 — 1993
Bachelor of Science (B.S.), Accounting

Arkadiy Avigdorovich Arkadiy Avigdorovich Greater New York City Area Details
Arkadiy Avigdorovich's American Express Financial Advisors Experience November 2002 - May 2003
Job Associate Director, Global Internal Audit at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank  July 2014 - Present
UBS Investment Bank  March 2010 - July 2014
Credit Suisse  June 2007 - March 2010
Credit Suisse  October 2008 - March 2009
Deutsche Bank  November 2004 - June 2007
JPMorgan Chase  January 2004 - November 2004
American Portfolios  June 2003 - August 2003
American Express Financial Advisors   November 2002 - May 2003

Skills
Risk Management, Trading

Education
University at Buffalo   1997 — 2002
Finance

Alan Feutz, CFP® Alan Feutz, CFP® Greater Chicago Area Details
Alan Feutz, CFP®'s American Express Financial Advisors Experience 2001 - 2003
Job Private Client Advisor at J.P. Morgan Chase Bank N.A
Industry Investment Management
Experience
JPMorgan Chase N.A  September 2011 - Present
Chase Investment Services Corp  December 2005 - September 2011
Northern Trust  January 2003 - December 2005
American Express Financial Advisors   2001 - 2003
Morgan Stanley Dean Witter  July 1999 - February 2001

Education
Union College   1995 — 1999
Bachelor of Science (B.S.)

David Bass David Bass Greater Denver Area Details
David Bass's American Express Financial Advisors Experience February 1996 - December 1997
Job District Sales Manager at ePlan Services, Inc. (A Paychex Company)
Industry Outsourcing/Offshoring
Experience
ePlan Services, Inc. (A Paychex Company)   December 2014 - Present
Paychex  June 2012 - Present
Paychex, Inc.   July 2010 - June 2012
Paychex, Inc.   January 1998 - June 2010
American Express Financial Advisors   February 1996 - December 1997
Echostar Communications Corp.  January 1989 - August 1995

Education
Tulane University   1984 — 1987
Bachelor of Arts (B.A.), Economics

Asad A Shah, PMP Asad A Shah, PMP Washington D.C. Metro Area Details
Asad A Shah, PMP's American Express Financial Advisors Experience October 2002 - August 2003
Job Program Manager at Optum/QSSI
Industry Information Technology and Services
Experience
Optum/QSSI   March 2014 - Present
CareFirst BlueCross BlueShield  December 2012 - March 2014
CGI Federal  October 2007 - December 2012
Volunteer Loudoun   August 2011 - July 2012
PMI Washington DC   October 2007 - January 2012
Fannie Mae  April 2006 - October 2007
Liberty Mutual  August 2005 - April 2006
Federal Reserve Bank of Dallas  2004 - 2004
American Express Financial Advisors   October 2002 - August 2003

Skills
Business Process..., Business Analysis, Business Intelligence, Agile Methodologies, Project Management, SEO, Section 508, Quality Assurance, Testing, Information Technology, Data Modeling, SDLC, Requirements Gathering, Requirements Analysis, PMP, Health Insurance..., IT Strategy, Management, Program Management, Visio, Solution Architecture, Data Analysis, Software Project..., Data Warehousing, Integration, PMO

Education
Duke University   2012 — 2015
Master of Management in Clinical Informatics, Health IT

The University of Texas at Austin   2000 — 2004
Bachelor of Arts, Business Economics

Brett Nesdahl Brett Nesdahl Minot, North Dakota Details
Brett Nesdahl's American Express Financial Advisors Experience December 1996 - September 2000
Job N/A
Industry Think Tanks
Experience
Cannot be posted due to oversight   October 2008 - Present
Citigroup  October 2000 - February 2004
American Express Financial Advisors   December 1996 - September 2000

Education
The University of North Dakota   1992 — 1996
Bachelor of Business Administration (B.B.A.), Management

Cliff Shum, CFP® Cliff Shum, CFP® San Francisco Bay Area Details
Cliff Shum, CFP®'s American Express Financial Advisors Experience November 1997 - October 2002
Job Financial Advisor
Industry Financial Services
Experience
Shum Financial Group, Girard Securities,Inc.   July 2013 - Present
Edward Jones Investments  January 2007 - May 2013
Financial Network  April 2005 - January 2007
Edward Jones  October 2002 - March 2005
American Express Financial Advisors   November 1997 - October 2002

Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Investments, Asset Allocation, Series 63, Securities, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Financial Advisory, Asset Management, Fixed Annuities, Certified Financial..., Alternative Investments, Equities, Financial Planners

Education
University of California, Los Angeles   2006 — 2006
Personal Financial Planning

University of California, Irvine   1992 — 1996
Bachelors, Economics

Julia Landry, PMP Julia Landry, PMP Greater Minneapolis-St. Paul Area Details
Julia Landry, PMP's American Express Financial Advisors Experience 2000 - 2002
Job Manager, Technical Integration at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   October 2012 - Present
U.S. Bank   September 2009 - October 2012
US Bank  June 2008 - September 2009
MoneyGram International  December 2006 - December 2007
Weatherly Consulting  October 2004 - November 2006
American Express/Ameriprise   2002 - 2004
American Express Financial Advisors   2000 - 2002
American Express  1985 - 2000

Skills
Cross-functional Team..., Process Improvement

Education
University of Minnesota-Twin Cities   1980 — 1984
MIS Analysis & Design Certificate, Systems Analysis, Database Management Systems, Statistical Analysis, etc.

The University of North Dakota   1971 — 1975
Bachelor of Science, Education, Home Economics, 3.8

Steven Irwin Steven Irwin Austin, Texas Details
Steven Irwin's American Express Financial Advisors Experience June 2000 - March 2004
Job Account Executive Emerging Markets at Oracle
Industry Information Technology and Services
Experience
Oracle  April 2014 - Present
Invenio Marketing Solutions  May 2012 - April 2014
Dell  January 2011 - May 2012
Dell  March 2006 - December 2010
Dell  March 2004 - February 2006
American Express Financial Advisors   June 2000 - March 2004
Amana Appliances  May 1999 - June 2000
Maytag  November 1997 - May 1999
Food Marketing Group  September 1996 - November 1997

Skills
Marketing, Lead Generation, Negotiation, Sales Operations, SaaS, Sales, CRM, Account Management, Direct Sales, Selling, Strategy, Customer Satisfaction, Salesforce.com, Solution Selling, Leadership, Channel Partners, Sales Management, Marketing Strategy, Management, Business Planning, E-commerce, Pricing

Education
The University of Texas at Austin   1991 — 1996
Bachelor of Business Administration (B.B.A.), Marketing

Kenny Trinklein Kenny Trinklein Greater Atlanta Area Details
Kenny Trinklein's American Express Financial Advisors Experience July 1997 - September 1999
Job Independent Financial Planner
Industry Financial Services
Experience
Strategic Financial Partners  July 2003 - Present
Prudential Financial  September 1999 - July 2003
American Express Financial Advisors   July 1997 - September 1999

Skills
Insurance, Team Building, PowerPoint, Social Media Marketing

Education
University of Arkansas   1995 — 1996
MBA, Business, Finance

University of Nevada Las Vegas Lee Business School   1991 — 1995
BSBA Financial Services, Finance

University of Houston-Downtown   1983 — 1986
Computer Science and Applied Mathematics

Sandy Lovelace Sandy Lovelace Greater Minneapolis-St. Paul Area Details
Sandy Lovelace's American Express Financial Advisors Experience May 1996 - December 2000
Job Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  January 2008 - Present
Ameriprise  February 2002 - June 2002
e-ASG   1996 - 2002
STRS Ohio  January 2001 - December 2001
American Express Financial Advisors   May 1996 - December 2000
Anglian Water   February 1990 - April 1996
Colgate Palmolive  August 1989 - January 1990
JCB  May 1989 - August 1989
Finning (Canada)   February 1989 - May 1989
ITV Central   August 1988 - January 1989

Education
The University of Sheffield   1982 — 1985
BSc. Hon, Mathematics

Patricia McInnis Patricia McInnis Greater Minneapolis-St. Paul Area Details
Patricia McInnis's American Express Financial Advisors Experience 2001 - 2004
Job Program Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2007 - Present
Ameriprise Financial Services, Inc.   January 2006 - December 2007
Ameriprise Financial Services, Inc.   January 2004 - December 2005
American Express Financial Advisors   2001 - 2004
American Express Financial Advisors   1998 - 2000
American Express Financial Advisors   1995 - 1997
American Express Financial Advisors   1992 - 1994
American Express Financial Advisors   1989 - 1992
American Express Financial Advisors   1986 - 1989

Skills
Program Management, Process Management, People Management, Change Management, PMO, Business Transformation, Risk Mitigation, Leadership, Financial Services, Business Analysis, Process Improvement, Risk Management, Strategy, Project Management, Business Process..., Analysis

Education
The University of North Dakota
BS, Finance

University of Minnesota - Carlson School of Management
MBA, Organizational Leadership

Caroline Stockdale Caroline Stockdale Greater Minneapolis-St. Paul Area Details
Caroline Stockdale's American Express Financial Advisors Experience 2002 - 2005
Job First Perform Changing the speed of growth
Industry Information Services
Experience
First Perform   April 2015 - Present
Accretive Health  April 2013 - April 2015
Medtronic  May 2010 - February 2013
Accretive Health  January 2009 - May 2010
Warner Music Group  2005 - 2009
American Express Financial Advisors   2002 - 2005
GE Commercial Aviation Services   2000 - 2002
GE Capital Aviation Services  2000 - 2002
General Electric  1997 - 2002

Skills
Human Resources, Talent Management, Organizational Design, Succession Planning, Talent Acquisition, Performance Management, Change Management, Employee Relations, Employee Engagement, Onboarding, Workforce Planning, Mergers & Acquisitions, HR Transformation, Leadership Development, Organizational..., Deferred Compensation, Executive Coaching, Employee Benefits, HRIS, Organizational..., Leadership, Personnel Management, Recruiting, Executive Management, Strategy, Compensation & Benefit, Culture Change, College Recruiting, Acquisition Integration, Performance Improvement, Process Improvement, Employee Training, Business Process..., Applicant Tracking..., Labor Relations, HR Consulting, Outsourcing, Compensation & Benefits

Education
The University of Sheffield   1982 — 1986
BA(Hons), Political Theories and Institutions, Philosophy

Dana Whisman Dana Whisman Dallas/Fort Worth Area Details
Dana Whisman's American Express Financial Advisors Experience April 1991 - January 2001
Job Sales Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group  November 2006 - Present
AXA Advisors  2001 - 2006
American Express Financial Advisors   April 1991 - January 2001

Skills
Life Insurance, Insurance, Series 6, Series 7, Disability Insurance, Series 63, Retirement Planning, Strategic Planning, Retirement

Education
The University of Texas at Dallas   1989 — 1993
Bachelor of Science (B.S.), Public Administration

Kirk Ito Kirk Ito Laguna Beach, California Details
Kirk Ito's American Express Financial Advisors Experience November 2003 - October 2005
Job Fiduciary Financial Advisor
Industry Financial Services
Experience
Duttenhofer Advisory Group   September 2010 - Present
Trilogy Financial  October 2006 - August 2010
American Express Financial Advisors   November 2003 - October 2005
Cold Stone Creamery  February 2001 - November 2003
Core Capital Management  September 1997 - February 2001
Cellular One  1995 - 1997

Skills
Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Investments, Wealth Management, Strategic Planning, Retirement, Mutual Funds, Team Building, Asset Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Training, Team Leadership, Personal Development, 401k, Financial Advisory, Series 7, Financial Planning

Education
Western Governors University   2013 — 2014
Bachelor of Science (B.S.), Business Management

University of California, Davis   1990 — 1993
Biology/Biological Sciences, General

Matt Bosway Matt Bosway Austin, Texas Details
Matt Bosway's American Express Financial Advisors Experience May 1999 - May 2000
Job Global Business Manager Pipeline Coatings Business at 3M Company
Industry Electrical/Electronic Manufacturing
Experience
3M Company  January 2015 - Present
3M Company - Electronics and Energy Business Group   January 2014 - December 2014
3M Company  November 2010 - December 2013
3M Company - Electrical Markets Division   September 2007 - October 2010
3M Company - Electro & Communications Business   May 2005 - August 2007
3M Company - Investor Relations   January 2003 - April 2005
3M Company - Financial Planning & Analysis   November 2001 - December 2002
3M Company - Corporate Auditing   August 2000 - October 2001
American Express Financial Advisors   May 1999 - May 2000
Emerson Electric  May 1998 - August 1998

Skills
Cross-functional Team..., Competitive Analysis, Product Management, Product Development, Product Marketing, Business Strategy, New Business Development, Key Account Management, Business Development, Pricing, Strategy, Forecasting, Sales Management, Strategic Planning, Marketing Strategy, Six Sigma

Education
The University of Texas at Austin - The Red McCombs School of Business   2005 — 2007
Master of Business Administration (M.B.A.), GPA: 3.91

University of Saint Thomas   1996 — 2000
BA, Major: Finance; Minor: Spanish, Summa Cum Laude (GPA: 3.83)

Russ Coalson Russ Coalson Dallas/Fort Worth Area Details
Russ Coalson's American Express Financial Advisors Experience February 2003 - May 2004
Job MultiFunctional Team Subject Matter Expert (MFT SME) at SAIC
Industry Defense & Space
Experience
SAIC  February 2013 - Present
Newbold Advisors  February 2012 - February 2013
UnitedHealthcare  June 2011 - January 2012
Bankers Life and Casualty  January 2010 - June 2011
Longview Capital Group   June 2009 - January 2010
Merrill Lynch  February 2007 - March 2009
AIG  2006 - 2007
Fidelity Investments  April 2004 - December 2006
American Express Financial Advisors   February 2003 - May 2004
Bank of America  March 1997 - October 1998

Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement

Education
University of Colorado at Boulder   1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering

Colorado AeroTech   1995 — 1996
AAS/AOS, Aviation Science

The University of Texas at Arlington   1988 — 1995
Mechanical Engineering, Music

Sam Houston High School   1985 — 1988
Honors/Regents High School/Secondary Diploma Program

Dawn Balcanoff Dawn Balcanoff High Falls, New York Details
Dawn Balcanoff's American Express Financial Advisors Experience March 2003 - May 2005
Job Experienced, Analytical Administrative Professional
Industry Health, Wellness and Fitness
Experience
L.A. Care Health Plan   April 2009 - February 2015
InterMedia Outdoors  October 2005 - December 2008
American Express Financial Advisors   March 2003 - May 2005
Choice Point, Inc.   March 1998 - August 2002

Skills
Sales, Publishing, Management, Microsoft Excel, Advertising, Social Media Marketing, Online Marketing, Social Media, Social Networking, Contract Management, Daily Reports, Decision Making, Critical Thinking, Project Coordination, Communication, Public Speaking, Program Management, Training, Healthcare

Education
University of California, Los Angeles   2002 — 2005
Bachelor of Arts (B.A.), Psychology, 3.67 GPA

Sheryl Laughlin Sheryl Laughlin Greater Minneapolis-St. Paul Area Details
Sheryl Laughlin's American Express Financial Advisors Experience August 1990 - November 1996
Job Controller at Secoa, Inc.
Industry Accounting
Experience
Secoa, Inc.   March 2014 - Present
RTI International  January 2013 - February 2014
Remmele Engineering  September 2008 - January 2013
Kroll Ontrack  February 2008 - September 2008
St. Jude Medical  October 2002 - February 2008
Self Employed  January 1997 - January 1999
American Express Financial Advisors   August 1990 - November 1996

Skills
Financial Analysis, Process Improvement, Internal Controls, Financial Reporting, Auditing, Cross-functional Team..., Accounting, ERP, Forecasting, US GAAP, SEC filings, Consolidation, Analysis, Budgets, Accounts Payable, Internal Audit

Education
University of California, Davis   1977 — 1982

Anthony LaGiglia Anthony LaGiglia Greater New York City Area Details
Anthony LaGiglia's American Express Financial Advisors Experience July 1994 - December 1996
Job Managing Director at J.J. Burns & Company
Industry Financial Services
Experience
J.J. Burns & Company   December 1996 - Present
American Express Financial Advisors   July 1994 - December 1996

Education
Union College   1991 — 1994
BA, Economics

West Islip High School

West Islip High School

Isabel Evans Isabel Evans Greater New York City Area Details
Isabel Evans's American Express Financial Advisors Experience January 2004 - August 2005
Job Manager A&R Administration at Sony Music Entertainment
Industry Music
Experience
Sony Music Entertainment  May 2006 - October 2011
American Express Financial Advisors   January 2004 - August 2005
EMC/Royal Alliance Associates Inc.   September 2003 - December 2003

Education
University of California, Irvine   1999 — 2003
Bachelor of Arts, Economics

Terry Fund Terry Fund New Castle, Delaware Details
Terry Fund's American Express Financial Advisors Experience June 1985 - June 1988
Job Retired
Industry Financial Services
Experience
Herbalife  2003 - Present
Planet Payment  August 2012 - December 2013
Exelon Nuclear - Three Mile Island   January 2009 - April 2012
JPMC  June 1998 - December 2008
Provident Mutual Life  April 1996 - September 1997
AIG Life  June 1993 - April 1996
PSEG - consultant   June 1988 - December 1992
American Express Financial Advisors   June 1985 - June 1988
Babcock & Wilcox  May 1980 - November 1983
US Navy  January 1972 - April 1980

Skills
Excel, SQL, Data Analysis, Teaching, Education, Financial Planning, Insurance, Microsoft Office, Organizing, PowerPoint, Problem Solving, Word, Goal Oriented, Process Improvement, Analysis, Business Analysis, Nuclear, Risk Management, Troubleshooting, Microsoft Excel, Vendor Management, Program Management

Education
Thomas Edison State College   1988 — 1989
BS, Nuclear Engineering

Central Florida Community College   1982 — 1984
AS, Business Management

rodney witcher rodney witcher Tyler, Texas Details
rodney witcher's American Express Financial Advisors Experience 1999 - 2003
Job Store Manager at Joseph A. Bank Clothiers
Industry Retail
Experience
Joseph A. Bank Clothiers  January 2013 - Present
Joseph A. Bank Clothiers  November 2011 - June 2014
Macy's  2003 - 2010
American Express Financial Advisors   1999 - 2003
shell oil company  1975 - 1998

Skills
Leadership, Insurance, Mutual Funds, Budgets, Business Planning, Leadership Development, Strategic Planning, Team Building, Coaching, Public Speaking, Strategic Financial..., Microsoft Office, Microsoft Excel, Fixed Annuities, PowerPoint, Forecasting, Relationship Management, Program Management, Sales, Event Planning, Customer Service, Management, Marketing, Sales Management, Team Leadership

Education
The University of Texas at Austin   1971 — 1975
Bachelor of Science (B.S.), Engineering Science

John Tyler High School   1967 — 1971

Lance Jamerson Lance Jamerson Dallas/Fort Worth Area Details
Lance Jamerson's American Express Financial Advisors Experience May 2000 - September 2003
Job Wealth Manager at Howard Financial Services
Industry Financial Services
Experience
Howard Financial Services   October 2013 - Present
Austin Wealth Management   November 2011 - September 2013
Revel Financial   April 2009 - November 2011
National Financial Partners  April 2006 - April 2009
NFP Securities  April 2006 - April 2009
NFP  April 2006 - April 2009
National Financial Partners  2006 - 2009
National Financial Partners  2006 - 2008
Ameriprise Financial  September 2003 - April 2006
American Express Financial Advisors   May 2000 - September 2003

Skills
Series 7, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Insurance, Risk Management, Series 24, Succession Planning, Investments, Leadership

Education
The University of Texas at Austin   1996 — 2000
Bachelor of Arts (BA), Economics

The University of Texas at Austin   1996 — 2000
Bachelor's degree, Economics

Pam Doepke Pam Doepke San Antonio, Texas Area Details
Pam Doepke's American Express Financial Advisors Experience 1992 - 1995
Job Manager at Large Multinational Technology Company
Industry Computer Networking
Experience
IBM Global Services  North America ComplianceManagerIBMOctober 1995 - Present
IBM  1995 - Present
IBM  1998 - 2009
IBM at Amex   1995 - 2002
American Express Financial Advisors   1992 - 1995

Skills
ITIL, Solution Architecture, PMP, Service Delivery, Global Delivery, IT Service Management, Enterprise Architecture, IT Strategy, Vendor Management, Program Management, Disaster Recovery, Data Center, Cloud Computing, Integration, IT Outsourcing, Consulting, Active Directory, Servers, Project Management, VMware, PMO, Security, Outsourcing, Enterprise Software, Project Delivery, IT Management

Education
The University of Texas at San Antonio   1986 — 1991
Bachelor's Degree, English Language and Literature/Letters

Southwest High

Stephanie Hansen Stephanie Hansen Austin, Texas Area Details
Stephanie Hansen's American Express Financial Advisors Experience May 2004 - August 2004
Job Founder & CEO Bravelets
Industry Marketing and Advertising
Experience
Bravelets  January 2012 - Present
AchieveCard  April 2011 - November 2013
WebYES!  July 2008 - April 2011
Find Your Customers, Inc. (acquired by WebYes!)   July 2007 - July 2008
American Express Financial Advisors   May 2004 - August 2004

Skills
Building Relationships, Mobile Marketing, Online Advertising, Loyalty Programs, Direct Marketing, Online Lead Generation, Marketing, Mobile Payments, Lead Generation, Email Marketing, Customer Acquisition, Affiliate Marketing

Education
The University of Texas at Austin
BBA, Marketing

The University of Texas at Austin - Red McCombs School of Business
Marketing, Advertising

Bryan Knox Bryan Knox Austin, Texas Area Details
Bryan Knox's American Express Financial Advisors Experience July 1999 - June 2003
Job Owner, The Cleaning Authority
Industry Individual & Family Services
Experience
The Cleaning Authority  March 2007 - Present
Deloitte  September 2005 - June 2006
American Express Financial Advisors   July 1999 - June 2003

Skills
Management Consulting, Strategy, Strategic Planning, Small Business, Entrepreneurship, Start-ups, Financial Analysis, Business Strategy, Competitive Analysis, Cross-functional Team..., Financial Modeling, Management, Marketing Strategy, Leadership, Project Management

Education
The University of Texas at Austin - The Red McCombs School of Business   2003 — 2005
MBA

University of Oregon   1995 — 1999
BS, Business

Foster Fegarsky Foster Fegarsky Charlotte, North Carolina Area Details
Foster Fegarsky's American Express Financial Advisors Experience October 1996 - October 1997
Job VP Head of ABL Field Examination at TD Bank; ABL Business Line Liaison (Controls and Reporting)
Industry Financial Services
Experience
TD Bank  July 2010 - Present
GMAC Commercial Finance  March 2003 - July 2010
Deloitte & Touche  September 2000 - March 2003
HSBC / Republic Business Credit   April 1998 - September 2000
Yale Security  October 1997 - April 1998
American Express Financial Advisors   October 1996 - October 1997
The CIT Group  October 1987 - October 1996

Education
State University of New York at Albany   1982 — 1985
Bachelor of Science, Economics

Stacey Schufford Stacey Schufford Greater St. Louis Area Details
Stacey Schufford's American Express Financial Advisors Experience 2002 - 2004
Job Performance Analyst at Wachovia Securities, LLC
Industry Financial Services
Experience
Wachovia Securities, LLC  2008 - Present
Regions Bank  2007 - 2008
American Express Financial Advisors   2002 - 2004
City of Mesquite  1997 - 2002
Stein Mart  1994 - 1997

Education
The University of Texas at Dallas   2004 — 2007
B.S., Business

University of Central Missouri   1992 — 1994

Gina Brooks Gina Brooks Miami/Fort Lauderdale Area Details
Gina Brooks's American Express Financial Advisors Experience May 2001 - November 2004
Job HR Manager at Center for Family & Child Enrichment
Industry Nonprofit Organization Management
Experience
Center for Family & Child Enrichment   November 2005 - Present
Microsoft Licensing  November 2004 - March 2005
American Express Financial Advisors   May 2001 - November 2004

Skills
Recruitment and Training, Employee Relations, Benefits Administration, Benefits Negotiation, EEO/AA Compliance, EEO Investigations, Performance Management, Strategic Planning, HR Policies, COBRA, Workers Compensation, FMLA, Staff Management, Staff Retention, Compensation & Benefit, Personnel Management, Human Resources

Education
Trinity International University   1995 — 2001
Bachelor of Arts (BA), Business/Corporate Communications

Sharon St.Peter, CRM Sharon St.Peter, CRM Greater Minneapolis-St. Paul Area Details
Sharon St.Peter, CRM's American Express Financial Advisors Experience June 1996 - February 2003
Job Global Records & Information Manager at Cargill
Industry Food Production
Experience
Cargill  July 2014 - Present
Cargill  February 2003 - June 2014
American Express Financial Advisors   June 1996 - February 2003
Montana-Dakota Utilities Co.  June 1993 - May 1996

Skills
Records Management, SharePoint, Business Process..., Information Management, Process Improvement, Document Management, Policy, Enterprise Content..., Analysis, Knowledge Management, Records, Archives, Governance, Content Management, Taxonomy, Management

Education
The University of North Dakota   1988 — 1993
BBA, Information Management and Management

Moya Dent Moya Dent Germantown, Tennessee Details
Moya Dent's American Express Financial Advisors Experience December 1996 - January 2004
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Leadership Germantown   September 2013 - Present
Independent Bank  April 2011 - August 2012
First Tennessee Bank  November 2005 - April 2011
Regions Bank  February 2004 - November 2005
American Express Financial Advisors   December 1996 - January 2004

Education
Union University
MBA

The University of Memphis
Finance

Dennis Marler Dennis Marler Greater Minneapolis-St. Paul Area Details
Dennis Marler's American Express Financial Advisors Experience June 1997 - April 1999
Job Computer Software Professional
Industry Management Consulting
Experience
Thrivent Financial  May 2008 - July 2008
Ameriprise Financial  April 2005 - May 2008
Medtronic  July 2004 - April 2005
Target  July 2002 - December 2002
eFunds  November 1999 - July 2001
American Express Financial Advisors   June 1997 - April 1999

Education
The University of South Dakota
MBA, Small Businesss Administration

The University of South Dakota
BA, Computer Science

Kelly Loovis Kelly Loovis Catonsville, Maryland Details
Kelly Loovis's American Express Financial Advisors Experience June 1993 - June 1996
Job Director Financial Planning at CitiGroup
Industry Financial Services
Experience
CitiFinancial  February 2006 - Present
CitiFinancial  June 2004 - February 2006
CitiFinancial  March 2001 - June 2004
Black & Decker  November 1999 - March 2001
Johns Hopkins HealthCare  January 1994 - November 1999
American Express Financial Advisors   June 1993 - June 1996

Education
University of Baltimore   1991 — 1994
BS, Accounting

Cynthia Ibarra Cynthia Ibarra Greater Los Angeles Area Details
Cynthia Ibarra's American Express Financial Advisors Experience March 2003 - June 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  Personal BankerCitibankJuly 2003 - September 2008
American Express Financial Advisors   March 2003 - June 2003
American Express Financial Advisors   March 2003 - June 2003

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management   1998 — 2002
B.S, Business Administration, Spanish

Joe Choi Joe Choi Greater Los Angeles Area Details
Joe Choi's American Express Financial Advisors Experience August 2001 - March 2002
Job Los Angeles
Industry Investment Banking
Experience
Imperial Capital, LLC  October 2013 - August 2015
Wedbush Securities  May 2008 - October 2013
Shinsegae, Ltd   January 2008 - May 2008
CYR Int'l   June 2006 - January 2008
Oppenheimer  May 2003 - June 2006
Smith Barney  March 2002 - April 2003
American Express Financial Advisors   August 2001 - March 2002

Skills
Series 7, Hedge Funds, Equities, Investments, Equity Research, Bloomberg, Market Research, Competitive Analysis, Valuation, Mutual Funds, Capital Markets, Trading, Securities, Finance, Series 63, Asset Management, Financial Modeling

Education
University of California, Riverside   1997 — 2001
B.A., Economics

Paul Marquez MBA, PMP Paul Marquez MBA, PMP Keller, Texas Details
Paul Marquez MBA, PMP's American Express Financial Advisors Experience September 1999 - December 2000
Job .
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Fidelity Investments  November 2013 - May 2015
Fidelity Investments  June 2011 - November 2013
Fidelity Investments  September 2010 - May 2011
Fidelity Investments  August 2007 - September 2010
Fidelity Investments  September 2005 - August 2007
Fidelity Investments  December 2000 - September 2005
American Express Financial Advisors   September 1999 - December 2000
Clear Sound Productions   June 1998 - August 1999
The Walt Disney Company  August 1995 - January 1996

Skills
Business Requirements, Visual Basic, Business Analysis, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Mutual Funds, Equities, Fixed Income, Financial Services, Microsoft Office, Visio, Microsoft SQL Server, Analysis, Project Management, Process Improvement, Analytics, Portfolio Management, Business Process...

Education
The University of Dallas   2004 — 2007
Master of Business Administration (MBA), Project Management / Personal Financial Planning, 3.9

University of Alabama   2003 — 2008
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.6

Cassie Henry Cassie Henry Greater Minneapolis-St. Paul Area Details
Cassie Henry's American Express Financial Advisors Experience 1994 - 2000
Job Sr. Business Analyst at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics  April 2013 - Present
North Dakota Dept. of Human Services- ITS   March 2012 - March 2013
Ameriprise Financial  January 2006 - February 2012
American Express/Ameriprise   1994 - 2012
Brooklyn Center High School  2008 - 2011
Ameriprise  1994 - 2009
American Express Financial Advisors   1994 - 2000

Skills
Documentation, Business Analysis, Securities, Vendor Management, Strategic Financial..., Wealth Management, Project Management, Insurance, Retirement Planning, Software Documentation, Mutual Funds, Leadership, Risk Management, Financial Services, Business Process, Requirements Gathering, Analysis, Business Process..., Business Requirements, SDLC

Education
Minot State University   1986 — 1991
BA, communications and business

The University of North Dakota   1985 — 1986
General Studies

Douglas Sunday, CMFC®, ChFC®, CRPC® Douglas Sunday, CMFC®, ChFC®, CRPC® Baltimore, Maryland Area Details
Douglas Sunday, CMFC®, ChFC®, CRPC®'s American Express Financial Advisors Experience December 1998 - October 2005
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2005 - Present
American Express Financial Advisors   December 1998 - October 2005
CIGNA Financial Advisors  1995 - 1999

Education
Towson University   1979 — 1983
Bachelor's degree, Business Administration and Management, General

Edna Wallace Edna Wallace Greater San Diego Area Details
Edna Wallace's American Express Financial Advisors Experience 1993 - 1996
Job Senior Marketing Associate at GlobeFlex Capital
Industry Financial Services
Experience
GlobeFlex Capital   2006 - Present
TechnoCom Corporation  2005 - 2006
LPL Financial  2005 - 2005
Nicholas Applegate  2000 - 2003
Nicholas Applegate  1998 - 2000
Nicholas Applegate  1997 - 1998
Nicholas Applegate  1996 - 1997
American Express Financial Advisors   1993 - 1996

Skills
CRM, Email Marketing, Marketing Communications

Education
University of California, San Diego   1992 — 1994
Bachelor of Arts (B.A.), Political Science and Government

University of California, San Diego   1992 — 1994
Certificate in Financial Management

Steven Beaupre Steven Beaupre Greater Minneapolis-St. Paul Area Details
Steven Beaupre's American Express Financial Advisors Experience December 1997 - July 2001
Job at
Industry Financial Services
Experience
Cetera Investment Services  August 2013 - Present
Ameriprise Financial  May 2010 - November 2012
RBC Dain Rauscher  December 2007 - November 2008
RSM McGladrey  July 2001 - December 2007
American Express Financial Advisors   December 1997 - July 2001

Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments

Education
University of Minnesota Duluth   1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations

University of Birmingham   1987 — 1988
History

Daniel d'Orchimont Daniel d'Orchimont Tallahassee, Florida Area Details
Daniel d'Orchimont's American Express Financial Advisors Experience 1979 - 1982
Job Senior Portfolio Manager Private Equity at Florida State Board of Administration
Industry Investment Management
Experience
Florida State Board of Administration  2006 - Present
Pfizer Inc  1988 - 2001
Pfizer Inc  1984 - 1988
Pfizer Europe   1982 - 1984
American Express Financial Advisors   1979 - 1982

Education
   1969 — 1973
Economics

Martha Monroe Martha Monroe Texarkana, Texas Area Details
Martha Monroe's American Express Financial Advisors Experience July 1996 - May 1998
Job Systems and Process Consultant
Industry Management Consulting
Experience
CHISD  August 2010 - July 2013
Alcoa  January 2005 - February 2009
Mungenast Automotive Family  February 2002 - September 2004
Orr Automotive Group   August 2000 - February 2002
John Q. Hammons Hotels & Resorts   January 1998 - July 2000
American Express Financial Advisors   July 1996 - May 1998

Skills
Order Management, Organizational Design, EDI, Oracle, Human Resources

Education
East Texas State University (presently Texas A&M)   1987 — 1990
Bachelor of Education (BEd), Secondary Mathematics, Mathematics

University of Arkansas at Fayetteville   1979 — 1980

Jim Stotz Jim Stotz Greater Minneapolis-St. Paul Area Details
Jim Stotz's American Express Financial Advisors Experience February 1991 - February 1999
Job Lead Programmer/Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1986 - Present
American Express Financial Advisors   February 1991 - February 1999
IDS Financial Services  August 1986 - February 1991

Skills
Project Management, Mainframe, SDLC, Programming, Business Analysis, COBOL, Requirements Gathering, Business Intelligence, Data Analysis, Databases, SharePoint, Visio, Requirements Analysis, Testing, Process Analysis, Strategic Planning, Project Planning, Technical Support, Technical Leadership, Project Coordination, Applications..., Process Improvement, Requirement..., Business Requirements, Business Solutions..., IT Solutions, Delivering Solutions, Software Engineering, Software Development, Software Installation, Team Management, Team Building, Staff Development, Staff Management, Technical Staff..., Training Delivery, Employee Training, System Requirements, Installation Testing, User Acceptance Testing, Workflow Diagrams, Data Mining, SAS

Education
The University of South Dakota   1980 — 1986
Bachelor of Science (B.S.), Computer Science

Rod Prior Rod Prior Greater Minneapolis-St. Paul Area Details
Rod Prior's American Express Financial Advisors Experience June 1996 - February 2000
Job Director, Security at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2005 - Present
American Express  February 2000 - December 2005
American Express Financial Advisors   June 1996 - February 2000

Skills
Corporate Security, Protection, Physical Security, Security Management, Workplace Violence, Security Audits, Executive Protection, Risk Assessment, Security Operations, Background Checks, Private Investigations, Asset Protection, Security, Crisis Management, Investigation, Surveillance, Security Awareness, Loss Prevention, Internal Investigations, Vulnerability Assessment, Homeland Security

Education
Thunderbird School of Global Management   2002 — 2002
Global Leadership Certificate, Organizational Leadership

University of Phoenix   2000 — 2002
MBA, Business

University of Minnesota-Twin Cities   1988 — 1993
BA, Sociology: Law, Criminology & Deviance

Jill Mahan Jill Mahan Greater Detroit Area Details
Jill Mahan's American Express Financial Advisors Experience 2002 - 2003
Job Customer Service & Sales Professional
Industry Consumer Services
Experience
Federated Merchandising Group  2003 - March 2010
American Express Financial Advisors   2002 - 2003
DSO Fluid Handling Company, Inc.   1999 - 2002
The Balson Hercules Group, Ltd.   1991 - 1999

Education
University of Bridgeport   1985 — 1989
BS, Textile Marketing & Fashion Merchandising

Brök Shinsky Brök Shinsky Dallas/Fort Worth Area Details
Brök Shinsky's American Express Financial Advisors Experience 2002 - 2005
Job TSS Prometheus Labs
Industry Pharmaceuticals
Experience
Prometheus Laboratories Inc., A Nestlé Health Science Company   March 2012 - Present
Merck  August 2010 - March 2012
Carie Boyd's Compounding Pharmacy   March 2010 - August 2010
Merck  March 2005 - March 2010
American Express Financial Advisors   2002 - 2005

Skills
Sales, Pharmaceutical Sales, Sales Effectiveness, Urology, Sales Operations, Product Launch, Pharmaceutical Industry, Managed Care, Gastroenterology, Cardiology, Endocrinology, Selling Skills, Pulmonology

Education
The University of Texas at Austin

Matt Sandler, CFP® Matt Sandler, CFP® Greater New York City Area Details
Matt Sandler, CFP®'s American Express Financial Advisors Experience August 2002 - July 2005
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
TIAA-CREF  March 2013 - March 2015
Morgan Stanley Smith Barney  October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors   January 2006 - October 2009
HSBC  August 2005 - January 2006
American Express Financial Advisors   August 2002 - July 2005
Lighthouse International  August 2000 - August 2002
McIntosh & Otis, Inc   September 1998 - August 2000

Education
Union College   1994 — 1998
B.A, Political Science

Danielle Grubb Danielle Grubb Tampa/St. Petersburg, Florida Area Details
Danielle Grubb's American Express Financial Advisors Experience May 2003 - May 2004
Job Regulatory Compliance Manager at FrankCrum
Industry Legal Services
Experience
FrankCrum  November 2010 - Present
Mancuso & Dias, P.A.   March 2009 - October 2009
SCI Companies  May 2004 - February 2009
American Express Financial Advisors   May 2003 - May 2004
Paychex Payroll Company  June 2002 - April 2003
Paychex Business Solutions Inc   January 2001 - June 2002

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Compliance

Education
Thomas M. Cooley Law School   2012 — 2016
Juris Doctor (J.D.), JD Candidate - Business Transactions

University of South Florida   1997 — 2009
Bachelor’s Degree, MIS/English Literature

Aaron Knoll Aaron Knoll Sarasota, Florida Area Details
Aaron Knoll's American Express Financial Advisors Experience 2002 - 2004
Job President of Rockport Global Advisors
Industry Investment Management
Experience
Rockport Global Advisors   July 2012 - Present
First Brokerage America   August 2006 - July 2012
First Brokerage America   September 2006 - December 2007
Fifth Third Securities  2004 - 2006
JPMorgan Chase  2004 - 2004
American Express Financial Advisors   2002 - 2004

Skills
Insurance, Investment Management, Alternative Investments, Sales, Program Building, Mutual Funds, Bonds, Investment Strategies, Series 7, Series 63, Fixed Annuities, Wealth Management, Banking, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Finance, FINRA, Life Insurance, Financial Markets, Retirement Planning, Investment Advisory, Series 6, Private Banking, Financial Planning

Education
Trinity Christian College   1999 — 2002
B.A., Business Administration

Linda C. Landry, CFP®, AEP®, ChFC® Linda C. Landry, CFP®, AEP®, ChFC® Norfolk, Virginia Area Details
Linda C. Landry, CFP®, AEP®, ChFC®'s American Express Financial Advisors Experience 1992 - 2000
Job Senior Vice President, Senior Wealth Planner II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  May 2013 - Present
BB&T  May 2011 - May 2013
SunTrust Bank  April 2004 - May 2011
BB&T  January 2002 - April 2004
Wachovia Bank  2000 - 2002
American Express Financial Advisors   1992 - 2000
Merrill Lynch  1983 - 1985

Skills
Wealth Management, Wealth, Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management..., Financial Services, Finance, High Net Worth..., Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Financial Planning

Education
The University of Texas-Pan American   1976 — 1980
BBA, Finance

Jennifer Bill Jennifer Bill San Francisco Bay Area Details
Jennifer Bill's American Express Financial Advisors Experience July 1994 - June 1997
Job
Industry Accounting
Experience
Bloomberg  September 2000 - March 2006
Sectorbase.com   November 1999 - August 2000
Deutsche Bank  July 1997 - August 1999
American Express Financial Advisors   July 1994 - June 1997

Education
University of California, San Diego   1989 — 1994
B.A.

Wes Parker Wes Parker Birmingham, Alabama Area Details
Wes Parker's American Express Financial Advisors Experience June 2000 - February 2001
Job Vice President Private Client Group at First Commercial Bank
Industry Banking
Experience
First Commercial Bank  September 2015 - Present
Morgan Stanley Smith Barney  July 2010 - Present
Regions Morgan Keegan  November 2007 - July 2010
Regions Morgan Keegan Select Funds   February 2005 - November 2007
AmSouth Investment Services  February 2001 - February 2005
American Express Financial Advisors   June 2000 - February 2001

Skills
Banking, Mortgage Lending, Credit, Risk Management, Investments, Series 7, Portfolio Management, Alternative Investments, Series 63, Retirement Planning, Equities, Strategic Financial..., Investment Advisory, Wealth Management, Loans, Financial Analysis, Small Business Lending, Commercial Lending, Asset Allocation, Asset Management, Securities, Finance, Private Banking, Mutual Funds

Education
University of Alabama   1996 — 2000
B.S., Financial Management

William 'Anthony' Martin William 'Anthony' Martin Austin, Texas Area Details
William 'Anthony' Martin's American Express Financial Advisors Experience October 2003 - January 2004
Job LPL Financial Advisor and President of Martin Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial  June 2005 - Present
Martin Wealth Management, LLC   March 2004 - Present
United Securites Alliance   March 2004 - June 2005
American Express Financial Advisors   October 2003 - January 2004

Skills
Investments, Entrepreneurship, Retirement Planning, Fixed Annuities, Insurance, Strategic Planning, Business Development, Wealth Management, Real Estate, Retirement, Mutual Funds, Variable Annuities, Fixed Index Annuities, Risk Management, Options Strategies, Asset Management, Charitable Giving, Estate Planning

Education
Yale University   2000 — 2003

The University of Texas at Austin   1995 — 2000

Rick Pittson Rick Pittson Dallas/Fort Worth Area Details
Rick Pittson's American Express Financial Advisors Experience 2003 - 2005
Job Exceptional at driving results and discovering solutions
Industry Telecommunications
Experience
JPMorgan Chase  2005 - Present
American Express Financial Advisors   2003 - 2005
Visilinx, Inc.   2001 - 2002
Viewcast.com   1997 - 2000
Intecom  1995 - 1997
MCI  1994 - 1995
Boeing Information Services  1990 - 1994

Skills
Business Analysis, Process Improvement, Risk Management, Customer Service, Management, Retail Banking, Loans, Project Management, Vendor Management, Banking, Product Management, Software Documentation

Education
University of Alabama in Huntsville   1986 — 1989
Bachelors Science, Electrical and Electronics Engineering

Adam McNeill Adam McNeill Albany, New York Area Details
Adam McNeill's American Express Financial Advisors Experience February 2004 - April 2006
Job Principal at True Living Financial
Industry Investment Management
Experience
City of Saratoga Springs Zoning Board of Appeals   September 2010 - Present
True LIving Financial   July 2010 - Present
Leadership Saratoga Alumni Board of Directors   April 2009 - Present
The Financial Planning Association of Northeastern New York   February 2008 - Present
NPA Financial, Inc.   April 2006 - August 2010
Children's Museum at Saratoga   March 2007 - May 2010
American Express Financial Advisors   February 2004 - April 2006

Skills
Financial Planning, Asset Management, Risk Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Small Business

Education
University at Albany, SUNY   2000 — 2003
BS, Political Science, Finance

Chad Gerdes Chad Gerdes New York, New York Details
Chad Gerdes's American Express Financial Advisors Experience January 2002 - May 2005
Job Director of Life Settlements Madison Brokerage Corp
Industry Management Consulting
Experience
Madison Brokerage   October 2013 - Present
Melvin Group, LLC   July 2007 - Present
ECA Marketing  May 2005 - June 2007
American Express Financial Advisors   January 2002 - May 2005

Skills
Life Insurance, Insurance, Disability Insurance, Estate Planning, Financial Planners, Finance, Fixed Annuities, Retirement, Long-term Care

Education
The University of North Dakota   1996 — 2000
Bachelor's Degree, Finance

Meghan Damron Meghan Damron Schererville, Indiana Details
Meghan Damron's American Express Financial Advisors Experience May 1998 - May 1999
Job Assistant to the CFO at St. Mary's Medical Center
Industry Education Management
Experience
St. Mary's Medical Center   December 2013 - Present
School City of Hammond  August 2007 - Present
North America Stevedoring   April 2007 - August 2007
National Recovery Systems, Inc   September 2000 - April 2007
Equis  May 2000 - September 2000
Creative Computers  July 1999 - March 2000
American Express Financial Advisors   May 1998 - May 1999

Skills
Microsoft Office, Payroll, Budgets, Customer Service, Human Resources, Management, Accounts Payable, Accounts Receivable, Administrative..., Office Management, Employee Benefits, Research, Accounting, Benefits Administration, Data Analysis, Advertising, Microsoft Word, PowerPoint, Event Planning

Education
SOUTHWEST MISSOURI STATE UNIVERSITY   1995 — 1999
Bachelor of Science, Business Management

University of Arkansas   1995 — 1999

Southside High School   1993 — 1995

Kyi Kyi Win Kyi Kyi Win Houston, Texas Area Details
Kyi Kyi Win's American Express Financial Advisors Experience April 2000 - April 2004
Job Consultant
Industry Financial Services
Experience
Linscomb & Williams  September 2012 - March 2015
BX Asset Management (formerly US Fiduciary)   April 2004 - August 2012
American Express Financial Advisors   April 2000 - April 2004

Education
University of Houston, C.T. Bauer College of Business   2002 — 2004
Master of Business Administration

The University of Texas at Austin - The Red McCombs School of Business   1995 — 1999
Bachelor of Business Administration, International Business

Kathleen Koelsch Kathleen Koelsch Greater Denver Area Details
Kathleen Koelsch's American Express Financial Advisors Experience September 2003 - November 2005
Job Practice Manager/Associate Wealth Management Advisor at Northwestern Mutual
Industry Leisure, Travel & Tourism
Experience
Northwestern Mutual  August 2013 - Present
The Travel Society  2012 - Present
Northwestern Mutual  January 2006 - June 2012
American Express Financial Advisors   September 2003 - November 2005

Skills
Series 7, Series 66, Disability Insurance, Life Insurance, Investments, Retirement Planning, Series 63, Insurance, Retirement, Wealth Management, Fixed Annuities, Mutual Funds, Asset Allocation, Investment Advisory, Series 6, Estate Planning, Investment Strategies, Travel Planning

Education
The University of Texas at Austin   1998 — 2002
B.A.-Liberal Arts, Government, Sociology

Portage Northern High School, Michigan   1990 — 1994

Andy Lowrey Andy Lowrey Portland, Oregon Area Details
Andy Lowrey's American Express Financial Advisors Experience 2000 - 2002
Job Inside Sales Manager at Nike Golf
Industry Sporting Goods
Experience
Nike Golf  June 2015 - Present
Nike Golf  September 2013 - June 2015
Callaway Golf  2005 - September 2013
SHADOWRIDGE COUNTRY CLUB  January 2004 - May 2005
GOLF LLC   January 2002 - 2004
American Express Financial Advisors   2000 - 2002
University of Southern Mississippi  1999 - 2000
PRAIRIE GOLF TOUR   1998 - 1999

Skills
Sporting Goods, Outside Sales, Merchandising, Sports Marketing, Footwear, Sales, Trade Shows, Sales Management, Account Management, Sales Operations, Golf, Retail, B2B, Marketing, New Business Development, Brand Management, Marketing Strategy, Direct Sales, Market Planning, Product Marketing

Education
University of Southern Mississippi   1996 — 2000
BSBA, Marketing

Toby M. Banks  Toby M. Banks  Jasper, Alabama Details
Toby M. Banks 's American Express Financial Advisors Experience March 1992 - April 1996
Job Financial Consultant Jasper Alabama
Industry Financial Services
Experience
In the Jasper Area   April 1996 - Present
American Express Financial Advisors   March 1992 - April 1996

Skills
Mutual Funds, Investments, Securities, Stocks, Retirement Planning, Series 7, Wealth Management, IRAs, Investment Advisory, Investment Strategies, Series 63, Retirement, Financial Advisory

Education
University of Alabama at Birmingham   1987 — 1991
Bachelor of Science (B.S.), Biology, General

Walker High School   1984 — 1987

Jason Womack Jason Womack Birmingham, Alabama Details
Jason Womack's American Express Financial Advisors Experience September 2003 - August 2004
Job Credit Risk Specialist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  August 2012 - Present
Wells Fargo  February 2006 - August 2012
Legg Mason  September 2004 - February 2006
American Express Financial Advisors   September 2003 - August 2004

Skills
Structured Products, CDO, CLO, Bloomberg, Securities, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Asset Managment, Bonds, Credit Analysis, Derivatives, Mutual Funds, Valuation, Banking, Financial Reporting, Fixed Income, Microsoft Excel, SEI Trust 3000, Intex Desktop, Project Management

Education
University of Alabama at Birmingham   2001 — 2004
Bachelor of Science (B.S.), Finance

Randy Kratz, CFP® Randy Kratz, CFP® Houston, Texas Area Details
Randy Kratz, CFP®'s American Express Financial Advisors Experience November 1994 - January 1999
Job Owner and Principal of Willoughby Hill Wealth Management, LLC and wealthsense.net
Industry Financial Services
Experience
Willoughby Hill Wealth Management, LLC and wealthsense.net   Senior Wealth AdvisorSweetwater Financial AdvisorsFebruary 2014 - September 2014
Willoughby Hill Wealth Management, LLC   November 1994 - February 2014
Fidelity Investments  May 2005 - February 2012
Kratz Investment Advisory Network   January 1999 - April 2005
American Express Financial Advisors   November 1994 - January 1999

Skills
Personal Financial..., Wealth Management, Financial Markets, Capital Markets, Foreign Currency, Certified Financial..., Public Speaking, Retirement Planning, Financial Advisory, Wealth, Insurance, Strategic Financial..., Investments, Financial Planners

Education
The University of Texas at Austin
Bachelor of Science (BS), Communications

Rich Barnett, AIF® Rich Barnett, AIF® Medford, New Jersey Details
Rich Barnett, AIF®'s American Express Financial Advisors Experience June 1998 - June 2002
Job President at Barnett Financial Services, LLC
Industry Investment Management
Experience
Barnett Financial Services, LLC   January 2005 - Present
MetLife  August 2002 - January 2005
American Express Financial Advisors   June 1998 - June 2002

Education
University of Arkansas at Fayetteville

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