American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. 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,
American Express Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Express Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
American Express Financial Advisors Salaries. You can even request information on how much does American Express Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for American Express Financial Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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