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,
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American Express Financial Advisors Employees
Employee
Years
Job
Industry
Eric Henry Eric Henry's American Express Financial Advisors Experience June 1997 - August 2003
Job VP Signage Solutions at Tightrope Media Systems
Industry Information Technology and Services
Experience
Tightrope Media Systems May 2013 - Present
Tierney Brothers, Inc. February 2011 - May 2013
Tightrope Media Systems September 2009 - November 2010
Kodo James, Inc. April 2006 - September 2009
Corisant, Inc. August 2003 - April 2006
American Express Financial Advisors June 1997 - August 2003
Bethel University August 2001 - December 2001
Skills
Digital Signage, AV, Business Development, Strategy, New Business Development, Video Production, Project Management, Marketing Strategy, Management, Sales, E-commerce, Leadership, Digital Media, Management Consulting, Networking, Strategic Planning
Education
Bethel University 1994 — 1998
Business, Accounting and Finance
Tightrope Media Systems May 2013 - Present
Tierney Brothers, Inc. February 2011 - May 2013
Tightrope Media Systems September 2009 - November 2010
Kodo James, Inc. April 2006 - September 2009
Corisant, Inc. August 2003 - April 2006
American Express Financial Advisors June 1997 - August 2003
Bethel University August 2001 - December 2001
Skills
Digital Signage, AV, Business Development, Strategy, New Business Development, Video Production, Project Management, Marketing Strategy, Management, Sales, E-commerce, Leadership, Digital Media, Management Consulting, Networking, Strategic Planning
Education
Bethel University 1994 — 1998
Business, Accounting and Finance
Chris Dayton Chris Dayton's American Express Financial Advisors Experience 1998 - 2000
Job Cultural Resources Program Manager at Cox|McLain Environmental Consulting, Inc.
Industry Environmental Services
Experience
CoxMcLain Environmental Consulting, Inc. July 2009 - Present
Geo-Marine Inc. May 2008 - July 2009
various U.S. and international locations for academic institutions, foundations, and project teams 2001 - 2006
Peirian Educational Preparation, Inc. 2004 - 2005
Boston University 2000 - 2004
American Express Financial Advisors 1998 - 2000
Skills
Cultural Resource..., Cultural Heritage, Research Project..., Due Diligence, NEPA Cultural Studies, NHPA Section 106 Studies, Archaeological..., Alternatives Analysis, Fatal Flaw Analysis, Archaeological Survey, Archaeological..., Presentations, Report Writing, Report Review, Construction Monitoring, Archeology, Archaeology, NEPA, Analysis, Excavation, NHPA, Section 106, Environmental Policy, Data Collection, Spatial Analysis, GPS, Surveying, Phase I, Mitigation, History, Anthropology, Field Work, Environmental Impact..., Archival Research, Project Management
Education
Boston University 2000 — 2008
Ph.D., Archaeology
Macalester College 1994 — 1998
B.A., History, Classics
The University of Edinburgh 1997 — 1997
History, Archaeology
CoxMcLain Environmental Consulting, Inc. July 2009 - Present
Geo-Marine Inc. May 2008 - July 2009
various U.S. and international locations for academic institutions, foundations, and project teams 2001 - 2006
Peirian Educational Preparation, Inc. 2004 - 2005
Boston University 2000 - 2004
American Express Financial Advisors 1998 - 2000
Skills
Cultural Resource..., Cultural Heritage, Research Project..., Due Diligence, NEPA Cultural Studies, NHPA Section 106 Studies, Archaeological..., Alternatives Analysis, Fatal Flaw Analysis, Archaeological Survey, Archaeological..., Presentations, Report Writing, Report Review, Construction Monitoring, Archeology, Archaeology, NEPA, Analysis, Excavation, NHPA, Section 106, Environmental Policy, Data Collection, Spatial Analysis, GPS, Surveying, Phase I, Mitigation, History, Anthropology, Field Work, Environmental Impact..., Archival Research, Project Management
Education
Boston University 2000 — 2008
Ph.D., Archaeology
Macalester College 1994 — 1998
B.A., History, Classics
The University of Edinburgh 1997 — 1997
History, Archaeology
Erik Feinberg Erik Feinberg's American Express Financial Advisors Experience January 2003 - December 2003
Job Limited Partner/ Investor at S & J Family Limited Partnership
Industry Commercial Real Estate
Experience
S & J Family Limited Partnership August 2012 - 2014
Wells Fargo Private Bank July 2009 - August 2012
Ameriprise Financial Services, Inc. February 2005 - February 2008
American Express Financial Advisors January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP January 2000 - January 2002
American Express Financial Advisors August 1999 - January 2000
Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Marketing, Finance
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD, Law
Boston University 1991 — 1996
BA, Political Science, Economics
The Blake School 1979 — 1991
S & J Family Limited Partnership August 2012 - 2014
Wells Fargo Private Bank July 2009 - August 2012
Ameriprise Financial Services, Inc. February 2005 - February 2008
American Express Financial Advisors January 2003 - December 2003
Lurie Besikof Lapidus & Company, LLP January 2000 - January 2002
American Express Financial Advisors August 1999 - January 2000
Skills
Six Sigma, Investments, Financial Modeling, Accounting, Forecasting, Estate Planning, Project Management, Contract Negotiation, Marketing, New Business Development, Financial Advisory, Tax, Project Planning, Financial Analysis, Asset Management, Financial Services
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Marketing, Finance
Chicago-Kent College of Law, Illinois Institute of Technology 1996 — 1999
JD, Law
Boston University 1991 — 1996
BA, Political Science, Economics
The Blake School 1979 — 1991
Don Ball Don Ball's American Express Financial Advisors Experience 1989 - 1992
Job Entrepreneur and social instigator
Industry Professional Training & Coaching
Experience
COCO December 2009 - Present
Jump! school December 2013 - March 2015
Fundacion Comunidad 2009 - September 2013
4FRONT May 2012 - July 2013
Polymer Studios September 2002 - September 2012
Mackenzie Marketing 2000 - 2002
Mackenzie Marketing 1998 - 2000
Circa Communications 1993 - 1999
American Express Financial Advisors 1989 - 1992
Skills
Social Media, Content Strategy, Interactive Marketing, Marketing Communications, Content Marketing, Collaborative Leadership, Digital Strategy, Gamification, Integrated Marketing, Mobile Marketing, User Experience, Coworking, Interactive Advertising, Strategic Partnerships, Entrepreneurship, Social Media Measurement, Content Development, WordPress, Creative Strategy, Web Analytics, Copywriting, Brand Development, Web 2.0
Education
Bethel University 1984 — 1991
Bachelor of Arts
Trinity International University 1984 — 1985
Antioch Community High School
COCO December 2009 - Present
Jump! school December 2013 - March 2015
Fundacion Comunidad 2009 - September 2013
4FRONT May 2012 - July 2013
Polymer Studios September 2002 - September 2012
Mackenzie Marketing 2000 - 2002
Mackenzie Marketing 1998 - 2000
Circa Communications 1993 - 1999
American Express Financial Advisors 1989 - 1992
Skills
Social Media, Content Strategy, Interactive Marketing, Marketing Communications, Content Marketing, Collaborative Leadership, Digital Strategy, Gamification, Integrated Marketing, Mobile Marketing, User Experience, Coworking, Interactive Advertising, Strategic Partnerships, Entrepreneurship, Social Media Measurement, Content Development, WordPress, Creative Strategy, Web Analytics, Copywriting, Brand Development, Web 2.0
Education
Bethel University 1984 — 1991
Bachelor of Arts
Trinity International University 1984 — 1985
Antioch Community High School
Steven Wajda Steven Wajda's American Express Financial Advisors Experience October 1993 - March 1995
Job Representative at Sunrise Foundation
Industry Civic & Social Organization
Experience
Sunrise Foundation - China 1996 - Present
American Express Financial Advisors October 1993 - March 1995
Chuxiong Normal University July 1992 - August 1993
Dayton/Hudson September 1986 - July 1989
Skills
Public Speaking, Teaching, Volunteer Management, Writing, Chinese culture, Community Outreach, Non-profits, Fundraising, Event Planning, Team Leadership, Social Networking, Nonprofits, Leadership, Newsletters, Community Development, Social Services, Program Development, Time Management, Customer Service, Leadership Development, Staff Development, Conflict Resolution, Tutoring, Teaching English as a..., Editing, Policy, Courage, Blogging, Coaching, Public Relations, Team Building, Strategic Planning, Higher Education, Creative Writing, Training, Event Management, Small Business, Entrepreneurship, Program Evaluation, Grant Writing, Research, Social Media, Organizational..., Grants
Education
Bethel Seminary-St. Paul 1993 — 1995
incomplete, MATS
North Central University 1984 — 1989
Cross Cultural Studies, Language, Culture, Communication
Sunrise Foundation - China 1996 - Present
American Express Financial Advisors October 1993 - March 1995
Chuxiong Normal University July 1992 - August 1993
Dayton/Hudson September 1986 - July 1989
Skills
Public Speaking, Teaching, Volunteer Management, Writing, Chinese culture, Community Outreach, Non-profits, Fundraising, Event Planning, Team Leadership, Social Networking, Nonprofits, Leadership, Newsletters, Community Development, Social Services, Program Development, Time Management, Customer Service, Leadership Development, Staff Development, Conflict Resolution, Tutoring, Teaching English as a..., Editing, Policy, Courage, Blogging, Coaching, Public Relations, Team Building, Strategic Planning, Higher Education, Creative Writing, Training, Event Management, Small Business, Entrepreneurship, Program Evaluation, Grant Writing, Research, Social Media, Organizational..., Grants
Education
Bethel Seminary-St. Paul 1993 — 1995
incomplete, MATS
North Central University 1984 — 1989
Cross Cultural Studies, Language, Culture, Communication
William Aldred's American Express Financial Advisors Experience 1999 - 2000
Job Vice President/ Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
Banc of America Investments 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Series 24, Series 9, Series 10, Series 63
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Bishop Fenwick
Morgan Stanley Wealth Management 2006 - Present
Banc of America Investments 2000 - 2006
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Series 24, Series 9, Series 10, Series 63
Education
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Bishop Fenwick
Justin Snodgrass Justin Snodgrass's American Express Financial Advisors Experience April 2002 - December 2005
Job Business Sales at Sprint
Industry Telecommunications
Experience
Sprint May 2010 - Present
ING January 2006 - January 2007
American Express Financial Advisors April 2002 - December 2005
Skills
Sales, Banking, Wireless, Direct Sales, Call Centers, Customer Retention, Customer Experience, New Business Development, Selling, Financial Services, Finance, Business Development, CRM, Salesforce.com, Telecommunications
Education
Valencia Community College 2012 — 2014
Business Management
Broward College 1998 — 2001
Sprint May 2010 - Present
ING January 2006 - January 2007
American Express Financial Advisors April 2002 - December 2005
Skills
Sales, Banking, Wireless, Direct Sales, Call Centers, Customer Retention, Customer Experience, New Business Development, Selling, Financial Services, Finance, Business Development, CRM, Salesforce.com, Telecommunications
Education
Valencia Community College 2012 — 2014
Business Management
Broward College 1998 — 2001
Karen Sipes Karen Sipes's American Express Financial Advisors Experience 1986 - 1999
Job Mission Coach at WorldVenture
Industry Religious Institutions
Experience
WorldVenture July 2013 - Present
Brazilian Church of Hope-Igreja Brasileira da Esperanca November 2013 - Present
WorldVenture 2004 - July 2013
Kelly Services 2006 - 2007
Lawson Software February 2004 - May 2006
First Baptist Church Minneapolis October 2001 - November 2003
Spence Olson Law Office January 2001 - June 2001
Spence Olson Law Office January 2001 - June 2001
American Refugee Committee April 1999 - December 2000
American Express Financial Advisors 1986 - 1999
Skills
Missions, Discipleship, Biblical Studies, Spiritual Direction, Evangelism, Church Events, Nonprofits, Bible, Fundraising, Leadership Development, Volunteer Management, Teaching, Public Speaking, Leadership, Community Outreach
Education
University of Northwestern - St. Paul
Bachelor of Science (BS), Organizational Administration, Cum Laude
Bethany Lutheran College
Associate of Arts (A.A.)
St. Paul Technical College
Human Resources for Professionals Certificate, Human Resources
Minneapolis Community and Technical College
Certificate in Security Management, Corporate Security
Minnesota School of Business
Administrative Secretarial Certificate
WorldVenture July 2013 - Present
Brazilian Church of Hope-Igreja Brasileira da Esperanca November 2013 - Present
WorldVenture 2004 - July 2013
Kelly Services 2006 - 2007
Lawson Software February 2004 - May 2006
First Baptist Church Minneapolis October 2001 - November 2003
Spence Olson Law Office January 2001 - June 2001
Spence Olson Law Office January 2001 - June 2001
American Refugee Committee April 1999 - December 2000
American Express Financial Advisors 1986 - 1999
Skills
Missions, Discipleship, Biblical Studies, Spiritual Direction, Evangelism, Church Events, Nonprofits, Bible, Fundraising, Leadership Development, Volunteer Management, Teaching, Public Speaking, Leadership, Community Outreach
Education
University of Northwestern - St. Paul
Bachelor of Science (BS), Organizational Administration, Cum Laude
Bethany Lutheran College
Associate of Arts (A.A.)
St. Paul Technical College
Human Resources for Professionals Certificate, Human Resources
Minneapolis Community and Technical College
Certificate in Security Management, Corporate Security
Minnesota School of Business
Administrative Secretarial Certificate
John Pomponio's American Express Financial Advisors Experience August 1995 - April 1996
Job Technology Startup CFO/COO
Industry Management Consulting
Experience
Pomponio Consulting 2008 - Present
Gist Communications, Inc. May 1996 - December 2008
American Express Financial Advisors August 1995 - April 1996
David Elliot Construction Company April 1990 - June 1995
WS & G Real Estate June 1985 - May 1990
Skills
Business Strategy, Financial Management..., Investment Strategies, Profitability Analysis, Cash Flow Forecasting, Relationship Management, Managerial Finance, Microsoft Excel, Forecasting, Managing Start-ups, Start-up Consulting, Due Diligence, Asset Management, Business Development, Startup Development, Negotiation, Strategy, Investments, CFOs, Mergers & Acquisitions, Start-ups, Analysis, Leadership, CO-PA, Finance, Management, Marketing, Business Planning
Education
Pace University NYC; Lubin Graduate School of Business 1983 — 1984
MBA in Financial Management
Boston University - School of Management 1977 — 1981
B.S. in Financial Management
NYU School of Continuing Education 2009 — 2010
Project Management
Pomponio Consulting 2008 - Present
Gist Communications, Inc. May 1996 - December 2008
American Express Financial Advisors August 1995 - April 1996
David Elliot Construction Company April 1990 - June 1995
WS & G Real Estate June 1985 - May 1990
Skills
Business Strategy, Financial Management..., Investment Strategies, Profitability Analysis, Cash Flow Forecasting, Relationship Management, Managerial Finance, Microsoft Excel, Forecasting, Managing Start-ups, Start-up Consulting, Due Diligence, Asset Management, Business Development, Startup Development, Negotiation, Strategy, Investments, CFOs, Mergers & Acquisitions, Start-ups, Analysis, Leadership, CO-PA, Finance, Management, Marketing, Business Planning
Education
Pace University NYC; Lubin Graduate School of Business 1983 — 1984
MBA in Financial Management
Boston University - School of Management 1977 — 1981
B.S. in Financial Management
NYU School of Continuing Education 2009 — 2010
Project Management
JOHN RABIOLA JOHN RABIOLA's American Express Financial Advisors Experience 2001 - 2003
Job Financial Advisor at MEDIQUS Asset Advisors
Industry Financial Services
Experience
MEDIQUS Asset Advisors 2012 - Present
JPMorgan Chase 2010 - 2012
J&R Contractors 2005 - 2010
Citigroup 2003 - 2006
American Express Financial Advisors 2001 - 2003
Skills
Finance, Strategic Financial..., Credit Analysis, Credit Risk, Fixed Income, Consumer Lending, Lines Of Credit, Loan Origination, Mutual Funds, Financial Markets, Risk Management, Asset Management, Executive Management, Financial Services, Securities
Education
Benedictine University 1997 — 2001
BA, Finance
Benedictine University
Bachelor of Business Administration (BBA), Finance, General
Downers Grove South H.S.
MEDIQUS Asset Advisors 2012 - Present
JPMorgan Chase 2010 - 2012
J&R Contractors 2005 - 2010
Citigroup 2003 - 2006
American Express Financial Advisors 2001 - 2003
Skills
Finance, Strategic Financial..., Credit Analysis, Credit Risk, Fixed Income, Consumer Lending, Lines Of Credit, Loan Origination, Mutual Funds, Financial Markets, Risk Management, Asset Management, Executive Management, Financial Services, Securities
Education
Benedictine University 1997 — 2001
BA, Finance
Benedictine University
Bachelor of Business Administration (BBA), Finance, General
Downers Grove South H.S.
Noelle Van Eynde Noelle Van Eynde's American Express Financial Advisors Experience 1999 - 2003
Job Analyst
Industry Executive Office
Experience
Texas Education Agency October 2013 - Present
Independent Consultant October 2011 - Present
Sierra Systems September 2009 - October 2011
BearingPoint Consulting February 2003 - May 2009
American Express Financial Advisors 1999 - 2003
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Project Management, Nonprofits, Leadership, Analysis, Process Improvement, Business Process, Program Management, Software Documentation, Data Analysis, Financial Analysis, Training, Access, Organizational..., Business Intelligence, Requirements Analysis, Requirements Gathering, PMO, SDLC, Software Development
Education
Baylor University 1994 — 1998
BA, Financial Planning/ Real Estate
Texas Education Agency October 2013 - Present
Independent Consultant October 2011 - Present
Sierra Systems September 2009 - October 2011
BearingPoint Consulting February 2003 - May 2009
American Express Financial Advisors 1999 - 2003
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Project Management, Nonprofits, Leadership, Analysis, Process Improvement, Business Process, Program Management, Software Documentation, Data Analysis, Financial Analysis, Training, Access, Organizational..., Business Intelligence, Requirements Analysis, Requirements Gathering, PMO, SDLC, Software Development
Education
Baylor University 1994 — 1998
BA, Financial Planning/ Real Estate
Leon King Leon King's American Express Financial Advisors Experience November 1986 - September 1988
Job Owner
Industry Accounting
Experience
Leon P. King, CPA October 1988 - Present
American Express Financial Advisors November 1986 - September 1988
Kirstein and Fitzpatrick CPAs August 1985 - September 1986
King, King and Alleman CPAs July 1983 - August 1985
Peat Marwick August 1980 - July 1983
Skills
Accounting, Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, CPA, Bookkeeping, Partnership Taxation, Tax Accounting
Education
Brigham Young University 1972 — 1980
Bachelor of Science (BS), Accounting
Leon P. King, CPA October 1988 - Present
American Express Financial Advisors November 1986 - September 1988
Kirstein and Fitzpatrick CPAs August 1985 - September 1986
King, King and Alleman CPAs July 1983 - August 1985
Peat Marwick August 1980 - July 1983
Skills
Accounting, Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, CPA, Bookkeeping, Partnership Taxation, Tax Accounting
Education
Brigham Young University 1972 — 1980
Bachelor of Science (BS), Accounting
Charlene Reasner Charlene Reasner's American Express Financial Advisors Experience 2004 - 2005
Job at
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo December 2006 - December 2014
Wells Fargo Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
Wells Fargo 2001 - 2004
Skills
Sales, Financial Analysis, Customer Service, Commercial Lending, Commercial Real Estate, Business Development, Networking, Passion for Helping..., Event Planning, Positive Can-do Attitude, Diversity Relations, Small Business Lending, Loans, Mortgage Lending, Management, Banking, Team Building
Education
Bellevue University
Bachelor of Science (B.S.), Business/Corporate Communications
Northwest University
Univeristy of Alaska Fairbanks
Wells Fargo December 2014 - Present
Wells Fargo December 2006 - December 2014
Wells Fargo Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
Wells Fargo 2001 - 2004
Skills
Sales, Financial Analysis, Customer Service, Commercial Lending, Commercial Real Estate, Business Development, Networking, Passion for Helping..., Event Planning, Positive Can-do Attitude, Diversity Relations, Small Business Lending, Loans, Mortgage Lending, Management, Banking, Team Building
Education
Bellevue University
Bachelor of Science (B.S.), Business/Corporate Communications
Northwest University
Univeristy of Alaska Fairbanks
Philip Watson, MBA, CRPC® Philip Watson, MBA, CRPC®'s American Express Financial Advisors Experience 1999 - 2000
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial July 2000 - October 2010
American Express Financial Advisors 1999 - 2000
Education
Benedictine University 1991 — 1993
MBA, Finance, Organizational Behavior
Wheaton College 1980 — 1984
B.S., Education
North Andover High School 1976 — 1980
Ameriprise Financial Services, Inc. October 2010 - Present
Ameriprise Financial July 2000 - October 2010
American Express Financial Advisors 1999 - 2000
Education
Benedictine University 1991 — 1993
MBA, Finance, Organizational Behavior
Wheaton College 1980 — 1984
B.S., Education
North Andover High School 1976 — 1980
David Collins David Collins's American Express Financial Advisors Experience September 1998 - September 2005
Job Director; IT Governance Office at Prime Therapeutics
Industry Retail
Experience
Prime Therapeutics July 2014 - Present
Best Buy March 2013 - July 2014
Best Buy March 2011 - July 2014
Superior Consulting Services January 2010 - March 2011
Superior Consulting Services October 2008 - March 2011
Aon Benfield April 2009 - February 2011
CHS May 2007 - October 2008
Ameriprise Financial October 2005 - May 2007
American Express September 1998 - September 2005
American Express Financial Advisors September 1998 - September 2005
Skills
IT Strategy, Enterprise Architecture, SDLC, ITIL, Governance, SharePoint, IT Management, SOA, Architecture, Business Intelligence, Project Management, Security, Team Leadership, Leadership, Vendor Management, Strategy, Information Technology, CRM, Knowledge Management, Management, Team Building, Strategic Planning, Solution Architecture, Six Sigma, Business Architecture, Business Continuity, Information Architecture, Software Project..., Thought Leadership, PMO, Business Analysis, Information Security, Requirements Gathering, Data Warehousing, TOGAF, Business Process, Requirements Analysis, Leadership Development, Records Management, CMMI, Regulatory Requirements, IT Governance, Offshore Project..., Data Governance, Software Development..., Integration, Architectures, Enterprise Software, Process Improvement
Education
Patten University 2014 — 2016
Bachelor of Arts in Management- Leadership
Capella University 2008 — 2014
B.S.
Brown College 1982 — 1983
Certificate
Lake Superior College 1979 — 1980
Certificate
University of Minnesota Duluth 1976 — 1979
BM, Ed.
Prime Therapeutics July 2014 - Present
Best Buy March 2013 - July 2014
Best Buy March 2011 - July 2014
Superior Consulting Services January 2010 - March 2011
Superior Consulting Services October 2008 - March 2011
Aon Benfield April 2009 - February 2011
CHS May 2007 - October 2008
Ameriprise Financial October 2005 - May 2007
American Express September 1998 - September 2005
American Express Financial Advisors September 1998 - September 2005
Skills
IT Strategy, Enterprise Architecture, SDLC, ITIL, Governance, SharePoint, IT Management, SOA, Architecture, Business Intelligence, Project Management, Security, Team Leadership, Leadership, Vendor Management, Strategy, Information Technology, CRM, Knowledge Management, Management, Team Building, Strategic Planning, Solution Architecture, Six Sigma, Business Architecture, Business Continuity, Information Architecture, Software Project..., Thought Leadership, PMO, Business Analysis, Information Security, Requirements Gathering, Data Warehousing, TOGAF, Business Process, Requirements Analysis, Leadership Development, Records Management, CMMI, Regulatory Requirements, IT Governance, Offshore Project..., Data Governance, Software Development..., Integration, Architectures, Enterprise Software, Process Improvement
Education
Patten University 2014 — 2016
Bachelor of Arts in Management- Leadership
Capella University 2008 — 2014
B.S.
Brown College 1982 — 1983
Certificate
Lake Superior College 1979 — 1980
Certificate
University of Minnesota Duluth 1976 — 1979
BM, Ed.
Terri Svec Terri Svec's American Express Financial Advisors Experience December 2003 - February 2004
Job Manager at Zabinski Consulting Services, Inc.
Industry Accounting
Experience
Zabinski Consulting Services, Inc. March 2007 - Present
JPMorgan Chase March 2004 - March 2007
American Express Financial Advisors December 2003 - February 2004
Lucent Technologies February 1989 - November 2002
Skills
Accounting, Auditing, Financial Consulting, Internal Control..., Financial Advisory, Finance, Internal Controls, Financial Analysis, Cash Management
Education
Benedictine University 2002 — 2003
Master of Business Administration (MBA), Organizational Leadership, Management Consulting, and Management of Innovation & Technology, Graduated Summa Cum Laude
Benedictine University 2001 — 2002
Bachelor of Business Administration (BBA), Management and Organizational Behavior, Graduated Summa Cum Laude
Zabinski Consulting Services, Inc. March 2007 - Present
JPMorgan Chase March 2004 - March 2007
American Express Financial Advisors December 2003 - February 2004
Lucent Technologies February 1989 - November 2002
Skills
Accounting, Auditing, Financial Consulting, Internal Control..., Financial Advisory, Finance, Internal Controls, Financial Analysis, Cash Management
Education
Benedictine University 2002 — 2003
Master of Business Administration (MBA), Organizational Leadership, Management Consulting, and Management of Innovation & Technology, Graduated Summa Cum Laude
Benedictine University 2001 — 2002
Bachelor of Business Administration (BBA), Management and Organizational Behavior, Graduated Summa Cum Laude
Lawrence Frankel Lawrence Frankel's American Express Financial Advisors Experience 2001 - 2005
Job Branch Manager, Control Officer at UBS
Industry Financial Services
Experience
UBS December 2007 - Present
American Express Financial Advisors 2001 - 2005
Paine Webber 1993 - 1994
Skills
Series 7, FINRA, Series 24, Series 63, Financial Services, Equities, Risk Management, Management, Wealth Management, Capital Markets, FINRA Series..., Investments, Options, AML, NJ Resident Life and..., Compliance, Financial Operations, Finance, Mutual Funds, Portfolio Management
Education
Binghamton University
Bachelors of Science, Management/Finance
UBS December 2007 - Present
American Express Financial Advisors 2001 - 2005
Paine Webber 1993 - 1994
Skills
Series 7, FINRA, Series 24, Series 63, Financial Services, Equities, Risk Management, Management, Wealth Management, Capital Markets, FINRA Series..., Investments, Options, AML, NJ Resident Life and..., Compliance, Financial Operations, Finance, Mutual Funds, Portfolio Management
Education
Binghamton University
Bachelors of Science, Management/Finance
George Berry, CFP® George Berry, CFP®'s American Express Financial Advisors Experience 2000 - 2002
Job Senior Private Client Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West 2012 - Present
Merrill Lynch Wealth Management May 2009 - April 2011
Merrill Lynch Wealth Management 2011 - 2011
Fairleigh Dickinson University 2008 - 2010
Bank of America 2006 - 2009
PNC Financial Services 2004 - 2006
TPS Brokerage / Roster Financial 2002 - 2004
American Express Financial Advisors 2000 - 2002
Franky's 1999 - 2001
Franky's 1999 - 2001
Skills
Certified Financial..., Retirement Planning, Series 7, Investments, Mortgage Lending, Loans, Wealth Management, Investment Management, Series 63, Estate Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Managment, Retirement, Securities, Fixed Annuities, Credit, Portfolio Management, Banking, Cash Management, Asset Management, Credit Analysis, Financial Planners
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate in Investment Decisions and Behavioral Finance, Behavioral Finance
California State University-Chico 1992 — 1996
BA, Urban and Economic Geography
Bank of the West 2012 - Present
Merrill Lynch Wealth Management May 2009 - April 2011
Merrill Lynch Wealth Management 2011 - 2011
Fairleigh Dickinson University 2008 - 2010
Bank of America 2006 - 2009
PNC Financial Services 2004 - 2006
TPS Brokerage / Roster Financial 2002 - 2004
American Express Financial Advisors 2000 - 2002
Franky's 1999 - 2001
Franky's 1999 - 2001
Skills
Certified Financial..., Retirement Planning, Series 7, Investments, Mortgage Lending, Loans, Wealth Management, Investment Management, Series 63, Estate Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Managment, Retirement, Securities, Fixed Annuities, Credit, Portfolio Management, Banking, Cash Management, Asset Management, Credit Analysis, Financial Planners
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education Certificate in Investment Decisions and Behavioral Finance, Behavioral Finance
California State University-Chico 1992 — 1996
BA, Urban and Economic Geography
Robert Bouhl's American Express Financial Advisors Experience February 1994 - July 1999
Job Senior Portfolio Manager at Sterling Financial Group Ltd.
Industry Investment Management
Experience
Sterling Financial Group Ltd. April 2012 - Present
PNC Financial Services Group July 1999 - April 2012
American Express Financial Advisors February 1994 - July 1999
Skills
Portfolio Management, Wealth Management, Investments, Fixed Income, Retirement Planning, Estate Planning, Strategic Financial..., Alternative Investments, Asset Allocation, Investment Strategies, Banking, Tax, Trusts
Education
University of Louisville 1985 — 1987
BSBA, Finance, Accounting
Bellarmine University 1981 — 1983
MBA, Finance
University of Louisville 1978 — 1979
BAS, Journalism, Government
Sterling Financial Group Ltd. April 2012 - Present
PNC Financial Services Group July 1999 - April 2012
American Express Financial Advisors February 1994 - July 1999
Skills
Portfolio Management, Wealth Management, Investments, Fixed Income, Retirement Planning, Estate Planning, Strategic Financial..., Alternative Investments, Asset Allocation, Investment Strategies, Banking, Tax, Trusts
Education
University of Louisville 1985 — 1987
BSBA, Finance, Accounting
Bellarmine University 1981 — 1983
MBA, Finance
University of Louisville 1978 — 1979
BAS, Journalism, Government
Steven Schiebelhuth Steven Schiebelhuth's American Express Financial Advisors Experience September 2003 - February 2004
Job Financial Advisor at Raymond James Financial Services, Inc Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc April 2012 - Present
Chase Investment Services Corp April 2004 - April 2012
American Express Financial Advisors September 2003 - February 2004
Skills
Retirement Planning, Financial Advisory, Finance, Investment Advisory, Securities, Equity Trading, Fixed Income Portfolio..., Series 7, Personal Financial..., Tactical Asset..., Managed Money, Series 66, Series 9, Series 10, Financial Planning
Education
Bryant College 2000 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Johnson and Wales University 1999 — 2000
Raymond James Financial Services, Inc April 2012 - Present
Chase Investment Services Corp April 2004 - April 2012
American Express Financial Advisors September 2003 - February 2004
Skills
Retirement Planning, Financial Advisory, Finance, Investment Advisory, Securities, Equity Trading, Fixed Income Portfolio..., Series 7, Personal Financial..., Tactical Asset..., Managed Money, Series 66, Series 9, Series 10, Financial Planning
Education
Bryant College 2000 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
Johnson and Wales University 1999 — 2000
Michael Hedstrom Michael Hedstrom's American Express Financial Advisors Experience 1990 - 2002
Job Director at ClosedEnd Fund Association
Industry Investment Management
Experience
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Bill Mulgrew Bill Mulgrew's American Express Financial Advisors Experience September 2001 - November 2004
Job Executive Director at Castro Valley/Eden Area Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Castro Valley/Eden Area Chamber of Commerce July 2013 - Present
Rubicon Programs Inc. September 2012 - July 2013
Service Brands International February 2005 - April 2011
American Express Financial Advisors September 2001 - November 2004
iCall Ltd. January 2000 - July 2001
Andersen Consulting, LLP. February 1998 - January 2000
Pacific Bell May 1985 - January 1998
Skills
Customer Service, Strategic Planning, Coaching, Team Building, Sales, Start-ups, Process Improvement, Leadership, Marketing Strategy, Microsoft Office, Public Speaking, Marketing, Business Development, Account Management, Sales Management, Nonprofits, Management, Program Management, Fundraising, Sales Process, Training, Leadership Development, Change Management, Recruiting, Networking, Small Business, Workforce Development, Employer Engagement, Event Planning, Budgets, Strategy, Social Media, Resume Writing, Organizational..., Project Management, Social Networking, Event Management, Public Relations, Team Leadership, Community Outreach, Business Planning, Program Development, Workshop Facilitation, Job Coaching, Career Development, Job Search Strategies, Job Search, Interviews, Entrepreneurship, Career Counseling
Education
California State University-Hayward
M.BA., Marketing
California State University-Hayward
B.S., Business Administration
Moreau High School
Stanford Graduate School of Business
Certificate, Market Strategy for Technology-based Firms
Castro Valley/Eden Area Chamber of Commerce July 2013 - Present
Rubicon Programs Inc. September 2012 - July 2013
Service Brands International February 2005 - April 2011
American Express Financial Advisors September 2001 - November 2004
iCall Ltd. January 2000 - July 2001
Andersen Consulting, LLP. February 1998 - January 2000
Pacific Bell May 1985 - January 1998
Skills
Customer Service, Strategic Planning, Coaching, Team Building, Sales, Start-ups, Process Improvement, Leadership, Marketing Strategy, Microsoft Office, Public Speaking, Marketing, Business Development, Account Management, Sales Management, Nonprofits, Management, Program Management, Fundraising, Sales Process, Training, Leadership Development, Change Management, Recruiting, Networking, Small Business, Workforce Development, Employer Engagement, Event Planning, Budgets, Strategy, Social Media, Resume Writing, Organizational..., Project Management, Social Networking, Event Management, Public Relations, Team Leadership, Community Outreach, Business Planning, Program Development, Workshop Facilitation, Job Coaching, Career Development, Job Search Strategies, Job Search, Interviews, Entrepreneurship, Career Counseling
Education
California State University-Hayward
M.BA., Marketing
California State University-Hayward
B.S., Business Administration
Moreau High School
Stanford Graduate School of Business
Certificate, Market Strategy for Technology-based Firms
Edmond McKone, CFP® Edmond McKone, CFP®'s American Express Financial Advisors Experience 1991 - 1992
Job Business Acquisition Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Bank June 2003 - December 2014
VALIC 1996 - 2003
American Express Financial Advisors 1991 - 1992
Skills
Credit, Credit Analysis, Asset Allocation, Series 7, Wealth Management, Small Business Lending, Mortgage Banking, Loans, Mortgage Lending, Commercial Lending, Certified Financial..., Lines Of Credit, Consumer Lending
Education
California State University-Chico 1988 — 1991
BA, Communication and Business
Wells Fargo January 2015 - Present
Wells Fargo Bank June 2003 - December 2014
VALIC 1996 - 2003
American Express Financial Advisors 1991 - 1992
Skills
Credit, Credit Analysis, Asset Allocation, Series 7, Wealth Management, Small Business Lending, Mortgage Banking, Loans, Mortgage Lending, Commercial Lending, Certified Financial..., Lines Of Credit, Consumer Lending
Education
California State University-Chico 1988 — 1991
BA, Communication and Business
Jim Aldred's American Express Financial Advisors Experience 1993 - 1998
Job Ryder Insurance Agency, Inc., owner
Industry Insurance
Experience
Ryder Insurance Agency, Inc. June 2001 - Present
1460 WXBR April 2012 - August 2012
Investors Capital 2003 - 2008
Commonwealth Financial Network 1998 - 2003
American Express Financial Advisors, 1993 - 1998
LTX Corporation May 1987 - May 1991
Raytheon June 1978 - May 1987
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Sales, Insurance, Strategic Planning, Small Business, Employment Practices..., Manufacturing, Surety Bonds, Life Insurance, Disability Insurance, Liability, Professional Liability, Cargo Insurance, Inland Marine, Public Speaking, Marketing, Team Building, Public Relations, Social Media, New Business Development, Marketing Strategy, Negotiation, Fundraising, Sales Management, Microsoft Office, Advertising, Budgets, Customer Service, Leadership, Social Networking, Event Management, Management, Social Media Marketing, Strategy, Radio
Education
Bentley University
B.S., Management
Ryder Insurance Agency, Inc. June 2001 - Present
1460 WXBR April 2012 - August 2012
Investors Capital 2003 - 2008
Commonwealth Financial Network 1998 - 2003
American Express Financial Advisors, 1993 - 1998
LTX Corporation May 1987 - May 1991
Raytheon June 1978 - May 1987
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Sales, Insurance, Strategic Planning, Small Business, Employment Practices..., Manufacturing, Surety Bonds, Life Insurance, Disability Insurance, Liability, Professional Liability, Cargo Insurance, Inland Marine, Public Speaking, Marketing, Team Building, Public Relations, Social Media, New Business Development, Marketing Strategy, Negotiation, Fundraising, Sales Management, Microsoft Office, Advertising, Budgets, Customer Service, Leadership, Social Networking, Event Management, Management, Social Media Marketing, Strategy, Radio
Education
Bentley University
B.S., Management
Doug Orifice, CRPC's American Express Financial Advisors Experience May 1999 - October 2003
Job Principal & Financial Advisor at South Shore Financial Consultants, LLC
Industry Financial Services
Experience
South Shore Financial Consultants, LLC August 2010 - Present
Alzheimer's Association May 2013 - Present
Bank of America/Merrill Lynch October 2005 - August 2010
Sovereign Bancorp October 2003 - October 2005
American Express Financial Advisors May 1999 - October 2003
BankBoston April 1996 - May 1999
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Securities, Financial Planners, Financial Advisory, Mutual Funds, 401k Rollovers, Pensions, Financial Goals, Financial Services, Debt Management, Wealth Management..., Investments, Insurance Consulting, Cash Flow, Comprehensive Financial..., Retirement Income..., Comprehensive Wealth..., Cash Flow Management, Small Business..., Fee-Only Financial...
Education
Bentley College 1995 — 1999
Bachelor's, Finance
South Shore Financial Consultants, LLC August 2010 - Present
Alzheimer's Association May 2013 - Present
Bank of America/Merrill Lynch October 2005 - August 2010
Sovereign Bancorp October 2003 - October 2005
American Express Financial Advisors May 1999 - October 2003
BankBoston April 1996 - May 1999
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Retirement, Securities, Financial Planners, Financial Advisory, Mutual Funds, 401k Rollovers, Pensions, Financial Goals, Financial Services, Debt Management, Wealth Management..., Investments, Insurance Consulting, Cash Flow, Comprehensive Financial..., Retirement Income..., Comprehensive Wealth..., Cash Flow Management, Small Business..., Fee-Only Financial...
Education
Bentley College 1995 — 1999
Bachelor's, Finance
Mandy Woo, CFP®, M.S.T. Mandy Woo, CFP®, M.S.T.'s American Express Financial Advisors Experience January 2001 - August 2005
Job Business Financial Advisor, A Financial Advisory Practice of Ameriprise Financial Services. Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2013 - Present
SCORE September 2006 - Present
Ameriprise Financial Services, Inc. August 2011 - July 2013
Ameriprise Financial Services, Inc. August 2005 - July 2011
American Express Financial Advisors January 2001 - August 2005
Skills
Financial Planning, Financial Advisory, Investments, Estate Planning, Finance, Wealth, Small Business, Insurance, Leadership, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MS Taxation, Taxation
California State University-Long Beach 1997 — 2000
B.S., Investment Finances
Ameriprise Financial July 2013 - Present
SCORE September 2006 - Present
Ameriprise Financial Services, Inc. August 2011 - July 2013
Ameriprise Financial Services, Inc. August 2005 - July 2011
American Express Financial Advisors January 2001 - August 2005
Skills
Financial Planning, Financial Advisory, Investments, Estate Planning, Finance, Wealth, Small Business, Insurance, Leadership, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MS Taxation, Taxation
California State University-Long Beach 1997 — 2000
B.S., Investment Finances
Patrick Lambe Patrick Lambe's American Express Financial Advisors Experience 1998 - 1999
Job Instructional Designer at KPMG
Industry E-Learning
Experience
KPMG February 2012 - Present
LexisNexis (through Randstad) April 2011 - October 2011
Marsh & McLennan May 2001 - November 2010
CSFBdirect (DLJdirect) March 2000 - May 2001
CSFBdirect (DLJdirect) March 1999 - March 2000
American Express Financial Advisors 1998 - 1999
Oppenheimer Capital 1995 - 1998
Skills
Instructional Design, E-Learning, Technical Writing, Training, Captivate, Training Delivery, Employee Training, Software Documentation, SnagIt, Workshop Facilitation, Analysis, Learning Management, Needs Analysis, PowerPoint, Camtasia, WebEx
Education
Bergen Community College 2011 — 2011
Certificate, Internet Marketing
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Postbaccalaureate Certificate, Distance Education
William Paterson University of New Jersey 1987 — 1993
Bachelor's, Finance
KPMG February 2012 - Present
LexisNexis (through Randstad) April 2011 - October 2011
Marsh & McLennan May 2001 - November 2010
CSFBdirect (DLJdirect) March 2000 - May 2001
CSFBdirect (DLJdirect) March 1999 - March 2000
American Express Financial Advisors 1998 - 1999
Oppenheimer Capital 1995 - 1998
Skills
Instructional Design, E-Learning, Technical Writing, Training, Captivate, Training Delivery, Employee Training, Software Documentation, SnagIt, Workshop Facilitation, Analysis, Learning Management, Needs Analysis, PowerPoint, Camtasia, WebEx
Education
Bergen Community College 2011 — 2011
Certificate, Internet Marketing
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Postbaccalaureate Certificate, Distance Education
William Paterson University of New Jersey 1987 — 1993
Bachelor's, Finance
David Caccese, CFP®'s American Express Financial Advisors Experience September 1994 - June 2005
Job First Vice PresidentWealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Janney Montgomery Scott January 2009 - Present
Merrill Lynch June 2005 - January 2009
American Express Financial Advisors September 1994 - June 2005
Skills
Financial Planning, Investment Advisory, Retirement Income...
Education
Boston University 1988 — 1992
Bachelors of Arts, Soviet and East European Studies
Sam Saladino Sam Saladino's American Express Financial Advisors Experience 1995 - 2004
Job CEO at IWP Capital, LLC
Industry Investment Management
Experience
IWP Capital, LLC June 2011 - Present
Trinity FIduciary Partners June 2007 - Present
Epiphany Funds 2007 - Present
Trinity Fiduciary Partners, LLC January 2005 - Present
Ameriprise Financial 1995 - 2004
American Express Financial Advisors 1995 - 2004
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Budgets, Capital Markets, ETFs, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Financial Modeling, Financial Markets, Funding, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Strategic Financial..., Strategic Planning, Wealth Management..., Wealth Management
Education
Baylor University - Hankamer School of Business 1992 — 1995
BBA, International Business & Financial Planning
IWP Capital, LLC June 2011 - Present
Trinity FIduciary Partners June 2007 - Present
Epiphany Funds 2007 - Present
Trinity Fiduciary Partners, LLC January 2005 - Present
Ameriprise Financial 1995 - 2004
American Express Financial Advisors 1995 - 2004
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Budgets, Capital Markets, ETFs, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Financial Modeling, Financial Markets, Funding, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Securities, Series 63, Strategic Financial..., Strategic Planning, Wealth Management..., Wealth Management
Education
Baylor University - Hankamer School of Business 1992 — 1995
BBA, International Business & Financial Planning
Thomas Dranger Thomas Dranger's American Express Financial Advisors Experience June 2000 - June 2004
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Knox College June 2004 - March 2006
American Express Financial Advisors June 2000 - June 2004
Education
Boston University 2011 — 2013
Certified Financial Planner Program
Lake Forest College 1996 — 2000
Bachelor of Arts (B.A.), International Relations, Political Science
Ameriprise Financial 2006 - Present
Knox College June 2004 - March 2006
American Express Financial Advisors June 2000 - June 2004
Education
Boston University 2011 — 2013
Certified Financial Planner Program
Lake Forest College 1996 — 2000
Bachelor of Arts (B.A.), International Relations, Political Science
Jason Wright LUTCF's American Express Financial Advisors Experience August 2000 - June 2001
Job Agent/Owner at Jason Wright Insurance Agency LLC
Industry Insurance
Experience
Jason Wright Insurance Agency October 2012 - Present
State Farm Agent, Matt Pereboom May 2009 - October 2012
Pam Lentz State Farm May 2002 - April 2009
Bankers Life and Casualty June 2001 - May 2002
American Express Financial Advisors August 2000 - June 2001
Skills
Insurance, Life Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Management, Customer Service, Universal Life, Property & Casualty..., Commercial Insurance, Retirement Planning, Umbrella Insurance, Workers Compensation, IRAs, Casualty, General Insurance
Education
Brescia University 1992 — 1998
Bachelor of Science, Business
Henderson County High School 1989 — 1992
High School Diploma, General Studies
Jason Wright Insurance Agency October 2012 - Present
State Farm Agent, Matt Pereboom May 2009 - October 2012
Pam Lentz State Farm May 2002 - April 2009
Bankers Life and Casualty June 2001 - May 2002
American Express Financial Advisors August 2000 - June 2001
Skills
Insurance, Life Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Management, Customer Service, Universal Life, Property & Casualty..., Commercial Insurance, Retirement Planning, Umbrella Insurance, Workers Compensation, IRAs, Casualty, General Insurance
Education
Brescia University 1992 — 1998
Bachelor of Science, Business
Henderson County High School 1989 — 1992
High School Diploma, General Studies
Jennifer Mrozienski Jennifer Mrozienski's American Express Financial Advisors Experience June 2002 - April 2004
Job Owner of Mrozienski Global
Industry Health, Wellness and Fitness
Experience
Abundant Health Family Chiropractic August 2010 - Present
Mrozienski Global June 2009 - Present
Mrozienski Family April 2004 - Present
LTD Team 2009 - 2011
American Express Financial Advisors June 2002 - April 2004
American Express Financial Advisors March 2000 - June 2001
The Young Agency July 1997 - September 1999
Dillingham, Jones and Cissel, Inc. January 1994 - July 1997
Skills
Management, Microsoft Excel, Public Speaking, Marketing, Leadership, Event Planning, Strategic Planning, Customer Service, Microsoft Office, Team Building
Education
DePaul University 2001 — 2002
Elementary
Bunker Hill Community College 2000 — 2001
State University of New York College at Potsdam 1993 — 1995
Art
Cazenovia College 1992 — 1993
Art
Le Moyne College 1991 — 1992
Abundant Health Family Chiropractic August 2010 - Present
Mrozienski Global June 2009 - Present
Mrozienski Family April 2004 - Present
LTD Team 2009 - 2011
American Express Financial Advisors June 2002 - April 2004
American Express Financial Advisors March 2000 - June 2001
The Young Agency July 1997 - September 1999
Dillingham, Jones and Cissel, Inc. January 1994 - July 1997
Skills
Management, Microsoft Excel, Public Speaking, Marketing, Leadership, Event Planning, Strategic Planning, Customer Service, Microsoft Office, Team Building
Education
DePaul University 2001 — 2002
Elementary
Bunker Hill Community College 2000 — 2001
State University of New York College at Potsdam 1993 — 1995
Art
Cazenovia College 1992 — 1993
Art
Le Moyne College 1991 — 1992
Nick Bednarczyk, CFP®'s American Express Financial Advisors Experience September 2000 - December 2001
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC 3340 Northdale Blvd #110 Coon Rapids, MN January 2009 - Present
Wealth Enhancement Group March 2004 - January 2009
Taurus Financial, LLC September 2001 - December 2003
American Express Financial Advisors September 2000 - December 2001
Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Retirement, Financial Advisory, Asset Allocation
Education
University of Saint Thomas 1997 — 2000
BA, Marketing
Bemidji State University 1995 — 1997
Generals, Education/Business
Totino-Grace 1991 — 1995
Klemmer
Klemmer
Raymond James Financial Services, Inc. Member FINRA/SIPC 3340 Northdale Blvd #110 Coon Rapids, MN January 2009 - Present
Wealth Enhancement Group March 2004 - January 2009
Taurus Financial, LLC September 2001 - December 2003
American Express Financial Advisors September 2000 - December 2001
Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Retirement, Financial Advisory, Asset Allocation
Education
University of Saint Thomas 1997 — 2000
BA, Marketing
Bemidji State University 1995 — 1997
Generals, Education/Business
Totino-Grace 1991 — 1995
Klemmer
Klemmer
Janet Cataldo Janet Cataldo's American Express Financial Advisors Experience 2003 - 2005
Job Sales Training & Development, Implementation and Change Management
Industry Financial Services
Experience
Optum 2010 - January 2014
Ameriprise Financial 2005 - February 2010
American Express Financial Advisors 2003 - 2005
American Express 1999 - 2003
American Express May 1999 - April 2002
Skills
Strategic Planning, Product Development, Management, Strategy, Human Resources, Leadership, Negotiation, Cross-functional Team..., Program Management, Culture Change, Analytics, Marketing Communications, Project Management, Business Development, Financial Services, Sales Management, Performance Improvement, Change Management, Coaching, Marketing, Analysis, Mergers & Acquisitions, Training, Business Strategy, Sales, Strategic Thinking, Customer Acquisition, New Business Development, Team Leadership, Team Building, Management Consulting, Vendor Management
Education
Brigham Young University 1994 — 1996
MBA
Optum 2010 - January 2014
Ameriprise Financial 2005 - February 2010
American Express Financial Advisors 2003 - 2005
American Express 1999 - 2003
American Express May 1999 - April 2002
Skills
Strategic Planning, Product Development, Management, Strategy, Human Resources, Leadership, Negotiation, Cross-functional Team..., Program Management, Culture Change, Analytics, Marketing Communications, Project Management, Business Development, Financial Services, Sales Management, Performance Improvement, Change Management, Coaching, Marketing, Analysis, Mergers & Acquisitions, Training, Business Strategy, Sales, Strategic Thinking, Customer Acquisition, New Business Development, Team Leadership, Team Building, Management Consulting, Vendor Management
Education
Brigham Young University 1994 — 1996
MBA
S. Lane Ruoff, CPA S. Lane Ruoff, CPA's American Express Financial Advisors Experience April 1992 - February 1996
Job at OleumTech Corporation
Industry Accounting
Experience
OleumTech Corporation August 2010 - Present
SMC Networks, Inc. January 2006 - October 2009
EMI Global, Inc. November 2002 - January 2006
Procom Technology, Inc. August 1999 - June 2002
Performance Marketing - Wolf Automotive, Inc. August 1998 - August 1999
Foamex February 1996 - August 1998
American Express Financial Advisors April 1992 - February 1996
Newport Corporation 1989 - 1992
Newport Corporation August 1983 - 1989
Arthur Andersen & Company, CPAs June 1981 - August 1983
Skills
Financial Analysis, Accounting, Cost Accounting, SEC filings, Forecasting, Mergers, Revenue Recognition, CPA, US GAAP, Financial Reporting, GAAP, General Ledger, Managerial Finance, Mergers & Acquisitions, Start-ups, Strategic Planning, Finance, Management, Auditing, Sarbanes-Oxley Act, Due Diligence, Cash Management, Accounts Receivable, Accounts Payable
Education
California State University-Long Beach 1977 — 1981
BS, Business Administration / Accounting
OleumTech Corporation August 2010 - Present
SMC Networks, Inc. January 2006 - October 2009
EMI Global, Inc. November 2002 - January 2006
Procom Technology, Inc. August 1999 - June 2002
Performance Marketing - Wolf Automotive, Inc. August 1998 - August 1999
Foamex February 1996 - August 1998
American Express Financial Advisors April 1992 - February 1996
Newport Corporation 1989 - 1992
Newport Corporation August 1983 - 1989
Arthur Andersen & Company, CPAs June 1981 - August 1983
Skills
Financial Analysis, Accounting, Cost Accounting, SEC filings, Forecasting, Mergers, Revenue Recognition, CPA, US GAAP, Financial Reporting, GAAP, General Ledger, Managerial Finance, Mergers & Acquisitions, Start-ups, Strategic Planning, Finance, Management, Auditing, Sarbanes-Oxley Act, Due Diligence, Cash Management, Accounts Receivable, Accounts Payable
Education
California State University-Long Beach 1977 — 1981
BS, Business Administration / Accounting
Jennifer Horner Jennifer Horner's American Express Financial Advisors Experience 1999 - 2001
Job VP Rep Services at Newport Advisory
Industry Financial Services
Experience
Newport Advisory, LLC March 2007 - Present
Duerr Financial 2004 - February 2007
Wealth Strategies Group - Costa Mesa 2001 - 2004
American Express Financial Advisors 1999 - 2001
Education
California State University-Long Beach 1995 — 1997
BS, Political Science
Marina High School 1987 — 1991
HS Diploma, General
Newport Advisory, LLC March 2007 - Present
Duerr Financial 2004 - February 2007
Wealth Strategies Group - Costa Mesa 2001 - 2004
American Express Financial Advisors 1999 - 2001
Education
California State University-Long Beach 1995 — 1997
BS, Political Science
Marina High School 1987 — 1991
HS Diploma, General
Michael DuFermont Michael DuFermont's American Express Financial Advisors Experience March 2002 - November 2002
Job Systems Consultant/Website Designer at University of Pittsburgh Medical Center
Industry Information Technology and Services
Experience
University of Pittsburgh Medical Center April 2015 - Present
NIC USA February 2014 - March 2015
TJM Consulting January 2013 - December 2013
Vertical Resources, Inc. Parsippany, NJ September 2011 - September 2012
Willdan Energy Solutions February 2010 - September 2011
Advanced Computations, LLC January 2006 - June 2010
NYK Lines 2006 - 2010
Star Stainless Screw Company January 2003 - December 2005
American Express Financial Advisors March 2002 - November 2002
Bear Stearns and Co. October 1995 - October 2001
Skills
SharePoint, Microsoft SQL Server, Project Management, ASP.NET, C#, Vendor Management, Agile Methodologies, SSRS, Business Analysis, SSIS, SharePoint Designer, Visio, .NET, Visual Studio, Program Management, SDLC, Web Development, Telecommunications, Integration, System Administration, Project Planning, ASP, Process Improvement, Data Center, Management
Education
New York University 1992 — 1994
Certificate, Computer Science
Bucknell University 1973 — 1977
BA: English
University of Pittsburgh Medical Center April 2015 - Present
NIC USA February 2014 - March 2015
TJM Consulting January 2013 - December 2013
Vertical Resources, Inc. Parsippany, NJ September 2011 - September 2012
Willdan Energy Solutions February 2010 - September 2011
Advanced Computations, LLC January 2006 - June 2010
NYK Lines 2006 - 2010
Star Stainless Screw Company January 2003 - December 2005
American Express Financial Advisors March 2002 - November 2002
Bear Stearns and Co. October 1995 - October 2001
Skills
SharePoint, Microsoft SQL Server, Project Management, ASP.NET, C#, Vendor Management, Agile Methodologies, SSRS, Business Analysis, SSIS, SharePoint Designer, Visio, .NET, Visual Studio, Program Management, SDLC, Web Development, Telecommunications, Integration, System Administration, Project Planning, ASP, Process Improvement, Data Center, Management
Education
New York University 1992 — 1994
Certificate, Computer Science
Bucknell University 1973 — 1977
BA: English
Shayne Eyre's American Express Financial Advisors Experience June 2003 - December 2005
Job
Industry Environmental Services
Experience
Washington River Protection Solutions July 2014 - Present
CH2M Hill Plateau Remediation Contract August 2013 - July 2014
EnRep, Inc. July 2009 - August 2013
OptumHealth Financial Services October 2007 - April 2009
OptumHealth Financial 2008 - 2009
United Healthcare 2006 - 2008
UnitedHealth Group March 2006 - October 2007
American Express Financial Advisors June 2003 - December 2005
Skills
Product Development, Vendor Management, Marketing, Sales Operations, Cross-functional Team..., Strategic Planning, Competitive Analysis, Product Management, Product Launch, Project Management, Process Improvement, Marketing Strategy, Product Marketing, Segmentation, Healthcare, Analytics, Forecasting, Business Development, Business Strategy, Six Sigma
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Brigham Young University 1993 — 1997
Bachelor of Science (B.S.)
Washington River Protection Solutions July 2014 - Present
CH2M Hill Plateau Remediation Contract August 2013 - July 2014
EnRep, Inc. July 2009 - August 2013
OptumHealth Financial Services October 2007 - April 2009
OptumHealth Financial 2008 - 2009
United Healthcare 2006 - 2008
UnitedHealth Group March 2006 - October 2007
American Express Financial Advisors June 2003 - December 2005
Skills
Product Development, Vendor Management, Marketing, Sales Operations, Cross-functional Team..., Strategic Planning, Competitive Analysis, Product Management, Product Launch, Project Management, Process Improvement, Marketing Strategy, Product Marketing, Segmentation, Healthcare, Analytics, Forecasting, Business Development, Business Strategy, Six Sigma
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Brigham Young University 1993 — 1997
Bachelor of Science (B.S.)
Jim Trezona Jim Trezona's American Express Financial Advisors Experience September 2000 - November 2001
Job Investment Advisor Representative, CRPC®
Industry Financial Services
Experience
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Steven Lucero's American Express Financial Advisors Experience February 2005 - March 2005
Job Officer, Wells Fargo Investment Operations
Industry Financial Services
Experience
Wells Fargo August 2008 - Present
Wells Fargo March 2005 - August 2008
American Express Financial Advisors February 2005 - March 2005
Merrill Lynch January 2005 - February 2005
Skills
Internal Audit, Banking, Investments, Training, Securities, Customer Service, Corporate Governance, Investment Operations, Financial Services, Wealth Management, Finance
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2002 — 2004
Bachelor's Degree, Finance
ABA National Graduate Trust School Levels 1, 2, & 3.
Wells Fargo August 2008 - Present
Wells Fargo March 2005 - August 2008
American Express Financial Advisors February 2005 - March 2005
Merrill Lynch January 2005 - February 2005
Skills
Internal Audit, Banking, Investments, Training, Securities, Customer Service, Corporate Governance, Investment Operations, Financial Services, Wealth Management, Finance
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2002 — 2004
Bachelor's Degree, Finance
ABA National Graduate Trust School Levels 1, 2, & 3.
Troy Stickler Troy Stickler's American Express Financial Advisors Experience May 2000 - February 2002
Job Learning & Development Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Wells Fargo Bank March 2012 - December 2012
Wachovia Bank 2007 - March 2012
Wachovia Bank January 2005 - January 2007
JPMorgan Chase June 2003 - January 2005
BBVA Compass March 2002 - June 2003
American Express Financial Advisors May 2000 - February 2002
US Army January 1997 - May 2000
US Army 1995 - 1997
Skills
Training Delivery, Training Facilitation, Leadership Development, Employee Engagement, Employee Training, Coaching, Executive Coaching, Instructor-led Training
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.)
Brenau University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Owen Hill Owen Hill's American Express Financial Advisors Experience January 1997 - June 1998
Job Owner, North Lake Tahoe Financial Services, LLC
Industry Financial Services
Experience
North Lake Tahoe Financial Services, LLC January 1998 - Present
American Express Financial Advisors January 1997 - June 1998
Matson Navigation Company December 1976 - June 1996
Skills
Enrolled To Practice..., QuickBooks Professional..., Strategic Financial...
Education
California Maritime Academy 1965 — 1969
Bachelor of Science, Marine Engineering
North Lake Tahoe Financial Services, LLC January 1998 - Present
American Express Financial Advisors January 1997 - June 1998
Matson Navigation Company December 1976 - June 1996
Skills
Enrolled To Practice..., QuickBooks Professional..., Strategic Financial...
Education
California Maritime Academy 1965 — 1969
Bachelor of Science, Marine Engineering
Jim Skoglund Jim Skoglund's American Express Financial Advisors Experience August 2000 - June 2004
Job IT Portfolio Leader Commercial Segment at Medica
Industry Insurance
Experience
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Dan Scoggins's American Express Financial Advisors Experience 1998 - 2005
Job Account Manager at American Security & Investigations
Industry Security and Investigations
Experience
American Security & Investigations December 2010 - Present
ABM Industries December 2009 - December 2010
Minneapolis Downtown Improvement District 2009 - 2009
Ameriprise Financial Services, Inc. 2006 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Security Management, Business Continuity, Emergency Procedures, Training, Project Management, Security Operations, Crisis Management, Executive Protection, Leadership, Security, Corporate Security, Emergency Management, Security Training, Access Control, Protection, Enforcement, First Aid, Private Investigations, CCTV, Surveillance, Background Checks, Investigation, Asset Protection, Law Enforcement
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.)
National Academies of Emergency Dispatch 2007 — 2007
Certificate
Disaster Recovery International 2005 — 2005
Associate Business Continutiy Professional
Minneapolis Fire Department 2004 — 2004
CERT Train the trainer
Reid International 2004 — 2004
Reid Interrogation Training
Concordia University-St. Paul
Bachelor of Arts
PACOM Training Center
Pacom Field Technician raining
American Security & Investigations December 2010 - Present
ABM Industries December 2009 - December 2010
Minneapolis Downtown Improvement District 2009 - 2009
Ameriprise Financial Services, Inc. 2006 - 2009
American Express Financial Advisors 1998 - 2005
Skills
Security Management, Business Continuity, Emergency Procedures, Training, Project Management, Security Operations, Crisis Management, Executive Protection, Leadership, Security, Corporate Security, Emergency Management, Security Training, Access Control, Protection, Enforcement, First Aid, Private Investigations, CCTV, Surveillance, Background Checks, Investigation, Asset Protection, Law Enforcement
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.)
National Academies of Emergency Dispatch 2007 — 2007
Certificate
Disaster Recovery International 2005 — 2005
Associate Business Continutiy Professional
Minneapolis Fire Department 2004 — 2004
CERT Train the trainer
Reid International 2004 — 2004
Reid Interrogation Training
Concordia University-St. Paul
Bachelor of Arts
PACOM Training Center
Pacom Field Technician raining
Vladimir Krinitsyn Vladimir Krinitsyn's American Express Financial Advisors Experience 2001 - 2002
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
State Farm Insurance November 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - August 2010
Ameriprise Financial July 2006 - May 2009
Ameriprise Financial June 2005 - July 2006
American Express Financial Advisors 2001 - 2002
Skills
Financial Services, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Retirement, Financial Advisory, Investments, Series 63, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Insurance, Securities, Series 6, 401k, Investment Advisory, Investment Strategies, Disability Insurance, Business Planning, Mortgage Lending, Banking, Debt Management, Roth IRA, Simple IRA, IRAs, College Savings Plans, Umbrella Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Finance, Financial Planners, Long-term Care
Education
Minnesota State University, Mankato 2008 — 2009
CFP
University of Minnesota-Twin Cities 1994 — 1998
BA
Bethel University 1994 — 1995
General Ed
Raymond Delworth Raymond Delworth's American Express Financial Advisors Experience January 1992 - January 1997
Job Enrolled Agent at H&R Block
Industry Retail
Experience
H&R Block September 2009 - Present
National Personalized Products + June 2004 - Present
National Bill Payers Alliance March 1986 - Present
National Bill Payers Alliance January 1986 - March 2011
Stanislaus County September 2008 - November 2008
2004 -2008 National Mail & Bill Payment Center June 2004 - June 2008
National Mail & Bill Payment Center 2004 - 2008
American Express Financial Advisors January 1992 - January 1997
American Express Financial Advisors August 1982 - July 1992
Raymond E Delworth Tax Accounting January 1979 - January 1992
Skills
Branding & Identity, Social Media Marketing, Small Business, Web Design, Marketing, Social Networking, IRS Enrolled Agent, Training, Budgets, Coaching, Microsoft Excel, Online Marketing, SEO, Time Management, Public Speaking, Sales, QuickBooks, Tax Preparation, Tax Advisory, Customer Satisfaction, Entrepreneurship, Management, Tax Accounting, Tax Law, Income Tax
Education
Modesto Junior College 1987 — 1999
Bachelor of Science (BS), Computer/Information Technology Administration and Management
California State University 1989 — 1994
B.A, Computer Information Systems
California State University Stanislaus 1989 — 1994
CIS, Computer Information Systems
H&R Block September 2009 - Present
National Personalized Products + June 2004 - Present
National Bill Payers Alliance March 1986 - Present
National Bill Payers Alliance January 1986 - March 2011
Stanislaus County September 2008 - November 2008
2004 -2008 National Mail & Bill Payment Center June 2004 - June 2008
National Mail & Bill Payment Center 2004 - 2008
American Express Financial Advisors January 1992 - January 1997
American Express Financial Advisors August 1982 - July 1992
Raymond E Delworth Tax Accounting January 1979 - January 1992
Skills
Branding & Identity, Social Media Marketing, Small Business, Web Design, Marketing, Social Networking, IRS Enrolled Agent, Training, Budgets, Coaching, Microsoft Excel, Online Marketing, SEO, Time Management, Public Speaking, Sales, QuickBooks, Tax Preparation, Tax Advisory, Customer Satisfaction, Entrepreneurship, Management, Tax Accounting, Tax Law, Income Tax
Education
Modesto Junior College 1987 — 1999
Bachelor of Science (BS), Computer/Information Technology Administration and Management
California State University 1989 — 1994
B.A, Computer Information Systems
California State University Stanislaus 1989 — 1994
CIS, Computer Information Systems
Chris Baum Chris Baum's American Express Financial Advisors Experience 2003 - 2005
Job CFP® / Owner: Palermo Wealth Management
Industry Investment Management
Experience
Palermo Wealth Management January 2012 - Present
Vannoy Advisory Group, Inc January 2010 - December 2011
Palermo Financial Group Inc. April 2008 - January 2011
American Express Financial Advisors 2003 - 2005
Education
Boston University 2007 — 2008
Certificate in Financial Planning, Pre-Course Work for CFP
Bowling Green State University 1998 — 2003
Bachelor of Science, Finance
Palermo Wealth Management January 2012 - Present
Vannoy Advisory Group, Inc January 2010 - December 2011
Palermo Financial Group Inc. April 2008 - January 2011
American Express Financial Advisors 2003 - 2005
Education
Boston University 2007 — 2008
Certificate in Financial Planning, Pre-Course Work for CFP
Bowling Green State University 1998 — 2003
Bachelor of Science, Finance
Colleen (Odlum) Magri's American Express Financial Advisors Experience May 1997 - December 1998
Job Project Manager
Industry Information Technology and Services
Experience
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
Bank of America April 2004 - April 2012
Fleet Bank April 2000 - April 2004
Bank of Boston January 1999 - April 2000
American Express Financial Advisors May 1997 - December 1998
Aetna Life & Casualty September 1992 - May 1997
Skills
Vendor Management, Reference Data, Trading Systems, Market Data, Financial Services, Portfolio Management, Project Management, Financial Markets, Disaster Recovery, Fixed Income, Data Center, Integration, Change Management, Equities, Databases, Process Improvement, IT Strategy, Management, Leadership, Banking, Risk Management, Business Analysis, Mergers & Acquisitions, Project Planning, PMO, Infrastructure, Project Portfolio..., SDLC
Education
Boston College 1988 — 1992
BA, Mathematics, Computer Science
Roman Brilman Roman Brilman's American Express Financial Advisors Experience August 2000 - May 2001
Job
Industry Investment Banking
Experience
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Richard McClellan Richard McClellan's American Express Financial Advisors Experience April 2004 - May 2005
Job Strategy and Economic Development Advisor
Industry Public Policy
Experience
RMAC Advisory January 2014 - Present
Tony Blair Associates January 2013 - June 2015
McKinsey & Company September 2006 - December 2012
Viktor Schreckengost Foundation April 2005 - September 2006
American Express Financial Advisors April 2004 - May 2005
McKinsey & Company September 2002 - April 2004
Goodyear 2001 - 2002
MRI Management, Inc. 2001 - 2002
Weatherhead Consulting Group 2000 - 2001
Brigham Young University 1998 - 2000
Skills
Economic Development, Banking, Public Sector, Sustainability Strategy, Building New Business, Management, Growth Strategies, Public Policy, Sustainability, Project Management, Management Consulting, Business Strategy, Coaching, Team Leadership, Strategic Planning, Entrepreneurship, Program Management, Analysis, Change Management, Organizational..., Business Planning, Government, Mergers & Acquisitions, Governance, Leadership, Strategy, Consulting, Policy, Research
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Business
Brigham Young University 1994 — 2000
BA, English
Jerusalem Center for Near Eastern Studies 1998 — 1998
Certificate, Ancient Near East Studies
West Geauga High School 1990 — 1994
RMAC Advisory January 2014 - Present
Tony Blair Associates January 2013 - June 2015
McKinsey & Company September 2006 - December 2012
Viktor Schreckengost Foundation April 2005 - September 2006
American Express Financial Advisors April 2004 - May 2005
McKinsey & Company September 2002 - April 2004
Goodyear 2001 - 2002
MRI Management, Inc. 2001 - 2002
Weatherhead Consulting Group 2000 - 2001
Brigham Young University 1998 - 2000
Skills
Economic Development, Banking, Public Sector, Sustainability Strategy, Building New Business, Management, Growth Strategies, Public Policy, Sustainability, Project Management, Management Consulting, Business Strategy, Coaching, Team Leadership, Strategic Planning, Entrepreneurship, Program Management, Analysis, Change Management, Organizational..., Business Planning, Government, Mergers & Acquisitions, Governance, Leadership, Strategy, Consulting, Policy, Research
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Business
Brigham Young University 1994 — 2000
BA, English
Jerusalem Center for Near Eastern Studies 1998 — 1998
Certificate, Ancient Near East Studies
West Geauga High School 1990 — 1994
Adam Van Dyke Adam Van Dyke's American Express Financial Advisors Experience July 1998 - July 2005
Job Investment Adviser Representative at ING Financial Partners, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. June 2013 - Present
Wall Street Financial Group, Inc. August 2005 - June 2013
American Express Financial Advisors July 1998 - July 2005
Education
Pepperdine University 1988 — 1992
Bachelor of Arts (B.A.), Biology / Asian Studies
Tokyo International University 1991 — 1991
Japan Studies Program diploma, Japanese Studies
Baylor College of Medicine 1990 — 1990
DeBakey Summer Surgical Clerkship, General Surgery
Voya Financial Advisors, Inc. June 2013 - Present
Wall Street Financial Group, Inc. August 2005 - June 2013
American Express Financial Advisors July 1998 - July 2005
Education
Pepperdine University 1988 — 1992
Bachelor of Arts (B.A.), Biology / Asian Studies
Tokyo International University 1991 — 1991
Japan Studies Program diploma, Japanese Studies
Baylor College of Medicine 1990 — 1990
DeBakey Summer Surgical Clerkship, General Surgery
Rande Zellers Rande Zellers's American Express Financial Advisors Experience June 1999 - April 2003
Job Senior Vice President, Premier Banking Manager
Industry Financial Services
Experience
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
SunTrust Bank April 2013 - Present
Principal Financial Group September 2011 - April 2013
OMNI Resource Group November 2009 - March 2011
Regions Bank October 2004 - October 2009
Invest Financial July 2003 - May 2004
American Express Financial Advisors June 1999 - April 2003
American Express Financial Advisors May 1987 - June 1999
American Express Financial Advisors January 1985 - May 1987
American Express Financial Advisors January 1983 - January 1985
American Express Financial Advisors January 1980 - January 1983
Skills
Coaching, Strategic Planning, Management Consulting, Leadership Development, Compliance, Sales Management, Sales, Executive Management, Financial Services, Emotional Intelligence, Intellectual Capital, Public Speaking, People Development, Leadership, Team Leadership
Education
Briar Cliff University 1974 — 1975
No Degree, Business Administration
Sioux City West High School 1972 — 1974
HS Diploma, College Prep
Sioux City Central High School 1971 — 1972
Kyle Pifher Kyle Pifher's American Express Financial Advisors Experience July 1994 - March 1998
Job Principal of the Firm delivering creative, practical HR and Employee Benefit solutions
Industry Human Resources
Experience
Findley Davies, Inc. March 1998 - Present
American Express Financial Advisors July 1994 - March 1998
Skills
Retirement Plan..., Employee Benefits, HR Consulting, Defined Contribution, Defined Benefit, ERISA, Retirement Planning, Human Resources, Pensions, Pension Funds, Strategy, 401k, Leadership, Benefits Administration, Talent Management
Education
Bowling Green State University 1989 — 1993
BSBA, Finance
Findley Davies, Inc. March 1998 - Present
American Express Financial Advisors July 1994 - March 1998
Skills
Retirement Plan..., Employee Benefits, HR Consulting, Defined Contribution, Defined Benefit, ERISA, Retirement Planning, Human Resources, Pensions, Pension Funds, Strategy, 401k, Leadership, Benefits Administration, Talent Management
Education
Bowling Green State University 1989 — 1993
BSBA, Finance
Lee D'Orlando Lee D'Orlando's American Express Financial Advisors Experience May 1990 - November 2002
Job Real Estate Agent at Samson Properties
Industry Real Estate
Experience
Samson Properties July 2015 - Present
Long and Foster Realtors April 2013 - July 2015
American Express Financial Advisors May 1990 - November 2002
Skills
Investments, Real Estate, Short Sales, Real Estate Transactions, Sellers, Finance, First Time Home Buyers, Contract Negotiation, Investment Properties, Management, Relocation, Entrepreneurship, Close Attention to..., Retirement Planning, Single Family Homes, Persistence, Self Directed IRA, CRM, Client Services, Foreclosures, Referrals, Buyer Representation, Client Relationship..., Multiple Goal..., Superior Client Service, Alternative Investment..., Military Residential..., Handicapped Home...
Education
College for Financial Planning 1991 — 1992
CFP Professional Designation, Comprehensive Financial Planning
Boston University 1968 — 1971
BA, Psychology
Samson Properties July 2015 - Present
Long and Foster Realtors April 2013 - July 2015
American Express Financial Advisors May 1990 - November 2002
Skills
Investments, Real Estate, Short Sales, Real Estate Transactions, Sellers, Finance, First Time Home Buyers, Contract Negotiation, Investment Properties, Management, Relocation, Entrepreneurship, Close Attention to..., Retirement Planning, Single Family Homes, Persistence, Self Directed IRA, CRM, Client Services, Foreclosures, Referrals, Buyer Representation, Client Relationship..., Multiple Goal..., Superior Client Service, Alternative Investment..., Military Residential..., Handicapped Home...
Education
College for Financial Planning 1991 — 1992
CFP Professional Designation, Comprehensive Financial Planning
Boston University 1968 — 1971
BA, Psychology
Andrew Norolahi, CFP® Andrew Norolahi, CFP®'s American Express Financial Advisors Experience January 2004 - February 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2002 - Present
American Express Financial Advisors January 2004 - February 2006
Education
The American College 2006 — 2006
CASL®
The American College 2005 — 2005
ChFC®, Financial Planning
Certified Financial Planner -Board of Standards, Inc.
CFP®, Financial Planning
California State University-San Marcos
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. February 2002 - Present
American Express Financial Advisors January 2004 - February 2006
Education
The American College 2006 — 2006
CASL®
The American College 2005 — 2005
ChFC®, Financial Planning
Certified Financial Planner -Board of Standards, Inc.
CFP®, Financial Planning
California State University-San Marcos
Bachelor of Science, Economics
Kristy De La garza Kristy De La garza's American Express Financial Advisors Experience January 1998 - January 2000
Job Educator at The Edinburg Consolidated Independent School District
Industry Education Management
Experience
Edinburg Consolidated Independent School District November 2008 - Present
Texas A&M University March 2006 - November 2008
Wells Fargo Bank February 2005 - November 2006
University of Texas August 2005 - March 2006
Enterprise Rent-A-Car March 2003 - March 2005
American General Financial Group (AIG) January 2000 - January 2002
American Express Financial Advisors January 1998 - January 2000
Education
The University of Texas-Pan American 2006 — 2008
Health Sciences and Human Services, Rehabilitation Counseling and Addiction Studies
Baylor University 1995 — 1998
Biology, Pre-Medicine
Edinburg Consolidated Independent School District November 2008 - Present
Texas A&M University March 2006 - November 2008
Wells Fargo Bank February 2005 - November 2006
University of Texas August 2005 - March 2006
Enterprise Rent-A-Car March 2003 - March 2005
American General Financial Group (AIG) January 2000 - January 2002
American Express Financial Advisors January 1998 - January 2000
Education
The University of Texas-Pan American 2006 — 2008
Health Sciences and Human Services, Rehabilitation Counseling and Addiction Studies
Baylor University 1995 — 1998
Biology, Pre-Medicine
Maribeth Mark Maribeth Mark's American Express Financial Advisors Experience 1994 - 2000
Job Marketing and Sales Director at LightSpeed Running and Rehabilitation
Industry Marketing and Advertising
Experience
Mark Consulting Marketing and Sales DirectorLightSpeed Running and RehabilitationApril 2014 - Present
Nelson & Company, Inc. September 2010 - December 2011
NelsonJersett 2010 - 2011
Wells Fargo 2000 - 2007
American Express Financial Advisors 1994 - 2000
Skills
Sales Management, Sales, Marketing Communications, Social Media Marketing, Management, Account Management, Marketing Strategy, Leadership, New Business Development, Selling, Marketing, Social Networking, Advertising, Strategic Partnerships, Salesforce.com, Customer Service, Social Media
Education
Bemidji State University 1988 — 1993
Mark Consulting Marketing and Sales DirectorLightSpeed Running and RehabilitationApril 2014 - Present
Nelson & Company, Inc. September 2010 - December 2011
NelsonJersett 2010 - 2011
Wells Fargo 2000 - 2007
American Express Financial Advisors 1994 - 2000
Skills
Sales Management, Sales, Marketing Communications, Social Media Marketing, Management, Account Management, Marketing Strategy, Leadership, New Business Development, Selling, Marketing, Social Networking, Advertising, Strategic Partnerships, Salesforce.com, Customer Service, Social Media
Education
Bemidji State University 1988 — 1993
Ching McCaslen Ching McCaslen's American Express Financial Advisors Experience June 1999 - April 2000
Job Member Services Advisor at Consumers Credit Union
Industry Marketing and Advertising
Experience
Consumers Credit Union, Illinois December 2013 - Present
Consumers Credit Union, Illinois September 2012 - December 2013
Bath & Body Works Inc. October 2009 - September 2012
Werner Enterprises July 2005 - August 2009
JB Hunt Transport Services, Inc. October 2003 - May 2005
North Plains Transportation May 2000 - June 2003
American Express Financial Advisors June 1999 - April 2000
Skills
Trucking, Sales Management, Microsoft Excel, Account Management, Sales, Team Building, Email Marketing, Marketing, Freight, Competitive Analysis, Customer Satisfaction, Customer Service, Retail, Market Planning, Outlook, Salesforce.com, Sales Operations, Microsoft Office, Customer Experience, Leadership, Selling, Customer Retention, Management, Advertising, Budgets, Visual Merchandising, Inventory Management, New Business Development, CRM, Team Leadership, Employee Benefits, Recruiting, Social Media
Education
Bellevue University 2007 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management
Consumers Credit Union, Illinois December 2013 - Present
Consumers Credit Union, Illinois September 2012 - December 2013
Bath & Body Works Inc. October 2009 - September 2012
Werner Enterprises July 2005 - August 2009
JB Hunt Transport Services, Inc. October 2003 - May 2005
North Plains Transportation May 2000 - June 2003
American Express Financial Advisors June 1999 - April 2000
Skills
Trucking, Sales Management, Microsoft Excel, Account Management, Sales, Team Building, Email Marketing, Marketing, Freight, Competitive Analysis, Customer Satisfaction, Customer Service, Retail, Market Planning, Outlook, Salesforce.com, Sales Operations, Microsoft Office, Customer Experience, Leadership, Selling, Customer Retention, Management, Advertising, Budgets, Visual Merchandising, Inventory Management, New Business Development, CRM, Team Leadership, Employee Benefits, Recruiting, Social Media
Education
Bellevue University 2007 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management
Will Prest Will Prest's American Express Financial Advisors Experience November 1990 - April 1999
Job Managing Partner, KWP Consulting
Industry Financial Services
Experience
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
Laura Starrett, BS,MBA, PMP, CSM, ITIL Laura Starrett, BS,MBA, PMP, CSM, ITIL's American Express Financial Advisors Experience January 1991 - 1997
Job IT Project/Program Management at Liberty Mutual Insurance
Industry Program Development
Experience
Liberty Mutual Insurance February 2012 - Present
Pangaro Consulting--The Riverstone Group January 2011 - Present
Project Management Institute - New Hampshire January 2010 - April 2011
Compliance Technologies International, LLP 2011 - 2011
General Council of the Assemblies of God 1997 - 2000
American Express Financial Advisors January 1991 - 1997
Southern New Hampshire Medical Center 1986 - 1990
Education
Boston University 2008 — 2009
PMP, Project Management
Southern New Hampshire University 2006 — 2008
MBA - Global, Business Administration
Oral Roberts University 1981 — 1985
Bachelor of Science, Chemistry and Biology
Merrimack High
Liberty Mutual Insurance February 2012 - Present
Pangaro Consulting--The Riverstone Group January 2011 - Present
Project Management Institute - New Hampshire January 2010 - April 2011
Compliance Technologies International, LLP 2011 - 2011
General Council of the Assemblies of God 1997 - 2000
American Express Financial Advisors January 1991 - 1997
Southern New Hampshire Medical Center 1986 - 1990
Education
Boston University 2008 — 2009
PMP, Project Management
Southern New Hampshire University 2006 — 2008
MBA - Global, Business Administration
Oral Roberts University 1981 — 1985
Bachelor of Science, Chemistry and Biology
Merrimack High
Roger Willroth ChFC®, AWMA®, AIF®, CAP®'s American Express Financial Advisors Experience 1999 - 2002
Job Principal at Marrs Wealth Management, LLC
Industry Investment Management
Experience
Marrs Wealth Management, LLC December 2009 - Present
Westbow Publishing 2011 - 2011
Marrs and Associates July 1998 - January 2010
American Express Financial Advisors 1999 - 2002
PALS October 1985 - January 1998
Baptist General Conference; Minnesota Baptist Conference July 1984 - September 1985
Valley Baptist Church June 1977 - September 1980
Skills
Writing Skills, Public Speaking, Market Research, Investments, Integration, Blogging, Strategic Financial..., Investment Advisory, Alternative Investments, Consulting, Client Counseling, Estate Planning, Philanthropy, Charitable Gift Planning, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Asset Management, Finance, Personal Finance, High Net Worth..., IRAs, Retirement Planning
Education
Bethel University 1980 — 1983
Master of Divinity, Pastoral Care
Northwestern College 1974 — 1978
Bachelor of Arts, Ministries
Marrs Wealth Management, LLC December 2009 - Present
Westbow Publishing 2011 - 2011
Marrs and Associates July 1998 - January 2010
American Express Financial Advisors 1999 - 2002
PALS October 1985 - January 1998
Baptist General Conference; Minnesota Baptist Conference July 1984 - September 1985
Valley Baptist Church June 1977 - September 1980
Skills
Writing Skills, Public Speaking, Market Research, Investments, Integration, Blogging, Strategic Financial..., Investment Advisory, Alternative Investments, Consulting, Client Counseling, Estate Planning, Philanthropy, Charitable Gift Planning, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Asset Management, Finance, Personal Finance, High Net Worth..., IRAs, Retirement Planning
Education
Bethel University 1980 — 1983
Master of Divinity, Pastoral Care
Northwestern College 1974 — 1978
Bachelor of Arts, Ministries
Maya Patel, CHA's American Express Financial Advisors Experience January 2000 - March 2002
Job •Managing Partner at Priya, Inc.
Industry Leisure, Travel & Tourism
Experience
Priya, Inc. August 2007 - Present
Sanjwigma, LLC November 2004 - Present
Treasure Inn, LLC November 2002 - March 2007
American Express Financial Advisors January 2000 - March 2002
Property I.D. November 1998 - January 2000
Skills
Certified Financial..., Asset Managment, Investments, FINRA, Series 63, Retirement Planning, Portfolio Management, Finance, Fixed Annuities, Brokerage, Strategic Financial..., Insurance, Asset Management, Hospitality Industry, Small Business, Income Statement, Financial Services, Valuation, Wealth Management, Loans, Mergers & Acquisitions, Series 7, Hospitality, Financial Analysis, Real Estate, Budgets, Due Diligence, Hotels, Investment Properties, Leadership, Negotiation, Management, Yield Management, Real Estate Development, Marketing, Business Planning, Micros, Contract Negotiation, Revenue Analysis, Restaurants, Hotel Management, Property Management, Hospitality Management, Pre-opening, Leisure, Resorts, Front Office, Tourism, Franchising, P&L
Education
California State University-Dominguez Hills 1998 — 2000
Finance, Marketing and Minor in Law., Business
University of Southern California 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business: Finance, Marketing, and Law.
Priya, Inc. August 2007 - Present
Sanjwigma, LLC November 2004 - Present
Treasure Inn, LLC November 2002 - March 2007
American Express Financial Advisors January 2000 - March 2002
Property I.D. November 1998 - January 2000
Skills
Certified Financial..., Asset Managment, Investments, FINRA, Series 63, Retirement Planning, Portfolio Management, Finance, Fixed Annuities, Brokerage, Strategic Financial..., Insurance, Asset Management, Hospitality Industry, Small Business, Income Statement, Financial Services, Valuation, Wealth Management, Loans, Mergers & Acquisitions, Series 7, Hospitality, Financial Analysis, Real Estate, Budgets, Due Diligence, Hotels, Investment Properties, Leadership, Negotiation, Management, Yield Management, Real Estate Development, Marketing, Business Planning, Micros, Contract Negotiation, Revenue Analysis, Restaurants, Hotel Management, Property Management, Hospitality Management, Pre-opening, Leisure, Resorts, Front Office, Tourism, Franchising, P&L
Education
California State University-Dominguez Hills 1998 — 2000
Finance, Marketing and Minor in Law., Business
University of Southern California 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business: Finance, Marketing, and Law.
John Stinehour's American Express Financial Advisors Experience June 2003 - August 2003
Job National Account Manager at Monster
Industry Internet
Experience
Monster April 2015 - Present
sales-i July 2013 - November 2014
sales-i May 2013 - July 2013
Groupon August 2012 - November 2012
CareerBuilder.com January 2009 - August 2012
CareerBuilder.com July 2007 - December 2008
CareerBuilder December 2006 - July 2007
Boston Partners Office June 2005 - January 2006
American Express Financial Advisors June 2003 - August 2003
Skills
Online Advertising, Online Marketing, SEM, CRM, SEO, Management, Strategy, Strategic Partnerships, Social Media Marketing, Digital Marketing, Account Management, Sales, Leadership, B2B, SaaS, Salesforce.com, Lead Generation, Business Intelligence, Cold Calling, Sales Process, Enterprise Software, Analytics, Sales Management, Marketing, Direct Sales, Mobile Devices
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Business; Finance
Boston University Questrom School of Business 2000 — 2001
Marketing
Darien High School 1996 — 2000
Monster April 2015 - Present
sales-i July 2013 - November 2014
sales-i May 2013 - July 2013
Groupon August 2012 - November 2012
CareerBuilder.com January 2009 - August 2012
CareerBuilder.com July 2007 - December 2008
CareerBuilder December 2006 - July 2007
Boston Partners Office June 2005 - January 2006
American Express Financial Advisors June 2003 - August 2003
Skills
Online Advertising, Online Marketing, SEM, CRM, SEO, Management, Strategy, Strategic Partnerships, Social Media Marketing, Digital Marketing, Account Management, Sales, Leadership, B2B, SaaS, Salesforce.com, Lead Generation, Business Intelligence, Cold Calling, Sales Process, Enterprise Software, Analytics, Sales Management, Marketing, Direct Sales, Mobile Devices
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Business; Finance
Boston University Questrom School of Business 2000 — 2001
Marketing
Darien High School 1996 — 2000
Michael Fater Michael Fater's American Express Financial Advisors Experience December 2003 - November 2004
Job Senior Brand Manager at Hasbro
Industry Consumer Goods
Experience
Hasbro September 2014 - Present
Hasbro Russia April 2014 - September 2014
Hasbro September 2012 - April 2014
Hasbro January 2011 - September 2012
Hasbro June 2010 - December 2010
Fidelity Investments - PAS December 2006 - August 2009
Fidelity Investments - ATS December 2005 - December 2006
American Express Financial Advisors December 2003 - November 2004
Skills
Brand Management, Market Research, Competitive Analysis, Cross-functional Team..., Customer Insight, Marketing, Marketing Strategy, Product Development, Product Marketing, Integrated Marketing, Marketing Management, Marketing Research, Brand Development, Market Planning, Segmentation, Global Marketing, Market Analysis, Trade Marketing, Product Launch, Digital Marketing, Product Management, Shopper Marketing, P&L Management, Strategy, Consumer Products, International Marketing, Analytics, Brand Equity, Product Innovation, Multi-channel Marketing, Pricing Strategy, Brand Architecture, FMCG
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA
Bentley University 2002 — 2004
Bachelor of Science
University of Massachusetts, Amherst 2000 — 2002
Hasbro September 2014 - Present
Hasbro Russia April 2014 - September 2014
Hasbro September 2012 - April 2014
Hasbro January 2011 - September 2012
Hasbro June 2010 - December 2010
Fidelity Investments - PAS December 2006 - August 2009
Fidelity Investments - ATS December 2005 - December 2006
American Express Financial Advisors December 2003 - November 2004
Skills
Brand Management, Market Research, Competitive Analysis, Cross-functional Team..., Customer Insight, Marketing, Marketing Strategy, Product Development, Product Marketing, Integrated Marketing, Marketing Management, Marketing Research, Brand Development, Market Planning, Segmentation, Global Marketing, Market Analysis, Trade Marketing, Product Launch, Digital Marketing, Product Management, Shopper Marketing, P&L Management, Strategy, Consumer Products, International Marketing, Analytics, Brand Equity, Product Innovation, Multi-channel Marketing, Pricing Strategy, Brand Architecture, FMCG
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA
Bentley University 2002 — 2004
Bachelor of Science
University of Massachusetts, Amherst 2000 — 2002
Lindsey Weldon Lindsey Weldon's American Express Financial Advisors Experience January 2004 - February 2006
Job Essilor Vision Foundation Senior Manager of Development & Foundation Relations at Essilor
Industry Nonprofit Organization Management
Experience
Essilor August 2014 - Present
Essilor January 2013 - August 2014
Southern Methodist University December 2009 - January 2012
Young Life January 2006 - December 2010
Sherpa Management Partners December 2007 - September 2009
Peacemakers Incorporated January 2007 - December 2008
Peacemakers Incorporated January 2007 - September 2007
Brown Brothers Harriman February 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - February 2006
American Express Financial Advisors January 2004 - February 2006
Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Dallas - School of Management 2011 — 2013
Master's Degree, Marketing - Branding and Analytics
Southern Methodist University 2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations
Baylor University 1999 — 2003
Bachelor's Degree, Marketing & International Business
Essilor August 2014 - Present
Essilor January 2013 - August 2014
Southern Methodist University December 2009 - January 2012
Young Life January 2006 - December 2010
Sherpa Management Partners December 2007 - September 2009
Peacemakers Incorporated January 2007 - December 2008
Peacemakers Incorporated January 2007 - September 2007
Brown Brothers Harriman February 2006 - February 2007
Ameriprise Financial Services, Inc. January 2006 - February 2006
American Express Financial Advisors January 2004 - February 2006
Skills
Fundraising, Event Planning, Program Management, Leadership, Non-profits, Grant Writing, Strategic Planning, Community Outreach, Training, Strategy, Public Speaking, Nonprofits, Business Development, Workshop Facilitation, Recruiting, Social Media, Time Management, Leadership Development, Marketing, Event Management, Public Relations, Customer Service, Marketing Communications, Data Analysis, Volunteer Management, Social Media Marketing, Team Building, Organizational..., Research, Program Development, Project Management, Social Networking, Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
The University of Texas at Dallas - School of Management 2011 — 2013
Master's Degree, Marketing - Branding and Analytics
Southern Methodist University 2010 — 2011
Executive Certificate in Global Systems and Sustainable Organizations
Baylor University 1999 — 2003
Bachelor's Degree, Marketing & International Business
Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF®'s American Express Financial Advisors Experience October 1999 - September 2001
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Paul R. Sanford Paul R. Sanford's American Express Financial Advisors Experience 2000 - 2001
Job Chief Investment Officer at TriLinc Global
Industry Investment Management
Experience
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
David Mears David Mears's American Express Financial Advisors Experience March 2001 - October 2001
Job Relationship Banker at Scott Valley Bank
Industry Banking
Experience
Scott Valley Bank August 2015 - Present
Citibank April 2007 - August 2015
Citibank June 2003 - April 2007
Citibank January 2002 - June 2003
American Express Financial Advisors March 2001 - October 2001
Skills
Commercial Banking, Banking, Finance, Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Relationship Management, Financial Analysis, Small Business Lending, Portfolio Management, Business Development, Management, New Business Development, Building Relationships, Financial Planning, Customer Service, Negotiation, Small Business, Retail Banking
Education
California State University-East Bay 1990 — 1994
BA, Mass Communications - Broadcasting
Scott Valley Bank August 2015 - Present
Citibank April 2007 - August 2015
Citibank June 2003 - April 2007
Citibank January 2002 - June 2003
American Express Financial Advisors March 2001 - October 2001
Skills
Commercial Banking, Banking, Finance, Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Relationship Management, Financial Analysis, Small Business Lending, Portfolio Management, Business Development, Management, New Business Development, Building Relationships, Financial Planning, Customer Service, Negotiation, Small Business, Retail Banking
Education
California State University-East Bay 1990 — 1994
BA, Mass Communications - Broadcasting
Jim Steffens Jim Steffens's American Express Financial Advisors Experience 1992 - 1994
Job Electric Utility Power Resources & Revenue Administrator, Regulatory and Legislative Analyst
Industry Financial Services
Experience
City of Banning September 2011 - Present
Willdan Financial Services May 2005 - September 2011
Caliber Holdings, Inc. 1999 - 2005
Geneva Corporate Finance, Inc. (Citigroup) 1997 - 1999
American Express Financial Advisors 1992 - 1994
Skills
Financial Modeling, Financial Analysis, Business Valuation, Mergers, Acquisitions, Due Diligence, Valuation, Public Sector Consulting, Public Sector Financial..., Electricity Markets, Analysis, Investments, Strategic Planning, Mergers & Acquisitions, Economics, Public Finance, Management, Project Finance, Policy, Finance, Investment Banking, Financial Planning, Strategy, Government
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA, Finance
California State University-Fullerton
BA, Economics
Garden Grove High School
Garden Grove High School
City of Banning September 2011 - Present
Willdan Financial Services May 2005 - September 2011
Caliber Holdings, Inc. 1999 - 2005
Geneva Corporate Finance, Inc. (Citigroup) 1997 - 1999
American Express Financial Advisors 1992 - 1994
Skills
Financial Modeling, Financial Analysis, Business Valuation, Mergers, Acquisitions, Due Diligence, Valuation, Public Sector Consulting, Public Sector Financial..., Electricity Markets, Analysis, Investments, Strategic Planning, Mergers & Acquisitions, Economics, Public Finance, Management, Project Finance, Policy, Finance, Investment Banking, Financial Planning, Strategy, Government
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA, Finance
California State University-Fullerton
BA, Economics
Garden Grove High School
Garden Grove High School
Dave Haugan Dave Haugan's American Express Financial Advisors Experience July 1996 - December 2000
Job Transplant Claims Analyst at Optum
Industry Health, Wellness and Fitness
Experience
Optum November 2007 - Present
Ameriprise Financial Services, Inc. December 2000 - April 2007
American Express Financial Advisors July 1996 - December 2000
Hedberg Broadcasting May 1989 - March 1996
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Account Management, Building Relationships, Radio Broadcasting, Management, Radio Advertising, Voice Over, Copywriting, Mutual Funds, Investments, Retirement Services, 401k, Administrative Office..., Qualified Retirement..., Insurance, Healthcare
Education
Bemidji State University 1983 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies
Concordia College 1982 — 1983
Music Education and Mass Communications
Optum November 2007 - Present
Ameriprise Financial Services, Inc. December 2000 - April 2007
American Express Financial Advisors July 1996 - December 2000
Hedberg Broadcasting May 1989 - March 1996
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Account Management, Building Relationships, Radio Broadcasting, Management, Radio Advertising, Voice Over, Copywriting, Mutual Funds, Investments, Retirement Services, 401k, Administrative Office..., Qualified Retirement..., Insurance, Healthcare
Education
Bemidji State University 1983 — 1986
Bachelor of Science (BS), Mass Communication/Media Studies
Concordia College 1982 — 1983
Music Education and Mass Communications
James (Jim) Harless (ARM) James (Jim) Harless (ARM)'s American Express Financial Advisors Experience May 1999 - November 2001
Job Commercial Insurance, Sales, Marketing, Safety, and Risk Manager
Industry Insurance
Experience
J. E. Harless Insurance November 2001 - January 2013
American Express Financial Advisors May 1999 - November 2001
California Casualty Management company October 1993 - March 1999
Nationwide Insurance, J.E. Harless Commercial Insurance Agency, Inc. October 1982 - September 1993
United States Army 1968 - 1969
Skills
Leadership, Program Management, Management, solid customer..., An ability to make..., Broad financial and..., innovative problem..., poven successful..., Has excellent..., 10 years experience..., thinks creatively using..., Is an innovative..., has strong knowledge of..., Has over 20 years..., he has the ability to..., Has excellent, and..., Can be depended on to..., afety professional with...
Education
California State University-Long Beach
Bachelor of Science Degree in Business Marketing, marketing, finance, sales, 3.4
Uninersity of Vienna, Vienna, Austria
Graduate work, International Business, 4.0
J. E. Harless Insurance November 2001 - January 2013
American Express Financial Advisors May 1999 - November 2001
California Casualty Management company October 1993 - March 1999
Nationwide Insurance, J.E. Harless Commercial Insurance Agency, Inc. October 1982 - September 1993
United States Army 1968 - 1969
Skills
Leadership, Program Management, Management, solid customer..., An ability to make..., Broad financial and..., innovative problem..., poven successful..., Has excellent..., 10 years experience..., thinks creatively using..., Is an innovative..., has strong knowledge of..., Has over 20 years..., he has the ability to..., Has excellent, and..., Can be depended on to..., afety professional with...
Education
California State University-Long Beach
Bachelor of Science Degree in Business Marketing, marketing, finance, sales, 3.4
Uninersity of Vienna, Vienna, Austria
Graduate work, International Business, 4.0
Richard Norkum, CFP, CRPC, CFS, RFC's American Express Financial Advisors Experience July 1985 - August 1989
Job President at Norkum Wealth Management, Inc.
Industry Financial Services
Experience
Lincoln Financial Securities November 2003 - Present
Norkum Wealth Management, Inc. December 1981 - Present
The Hanover Insurance Group August 1989 - November 2003
American Express Financial Advisors July 1985 - August 1989
Skills
Retirement Planning, Investment Advisory, Wealth Management, Financial Services, Life Insurance
Education
Bentley University 1964 — 1968
Bachelor of Science (B.S.), Accounting and Finance
Lincoln Financial Securities November 2003 - Present
Norkum Wealth Management, Inc. December 1981 - Present
The Hanover Insurance Group August 1989 - November 2003
American Express Financial Advisors July 1985 - August 1989
Skills
Retirement Planning, Investment Advisory, Wealth Management, Financial Services, Life Insurance
Education
Bentley University 1964 — 1968
Bachelor of Science (B.S.), Accounting and Finance
Bianca Leonard, LC's American Express Financial Advisors Experience 2001 - 2003
Job Specification District Sales Representative at Philips Lighting NA
Industry Architecture & Planning
Experience
Philips Lighting NA January 2011 - Present
Reflex Lighting Group February 2004 - January 2011
Reflex Lighting Group 2003 - 2008
Light March 2003 - July 2003
American Express Financial Advisors 2001 - 2003
Citizens Bank 2000 - 2001
Skills
Lighting Design, AutoCAD, Lighting, Customer Relations, Electrical, Sales, Sales Presentations, AGI 32, Electricians, Lighting Control, Solid State Lighting, Architectural Lighting, Customer Service, LEED, Rendering, LED lighting systems, Space planning, Interior Design, SketchUp, Landscape Lighting, Sustainable Design, Energy Efficiency
Education
Brooks College 2001 — 2003
Associate of Arts (AA), Interior Design
Philips Lighting NA January 2011 - Present
Reflex Lighting Group February 2004 - January 2011
Reflex Lighting Group 2003 - 2008
Light March 2003 - July 2003
American Express Financial Advisors 2001 - 2003
Citizens Bank 2000 - 2001
Skills
Lighting Design, AutoCAD, Lighting, Customer Relations, Electrical, Sales, Sales Presentations, AGI 32, Electricians, Lighting Control, Solid State Lighting, Architectural Lighting, Customer Service, LEED, Rendering, LED lighting systems, Space planning, Interior Design, SketchUp, Landscape Lighting, Sustainable Design, Energy Efficiency
Education
Brooks College 2001 — 2003
Associate of Arts (AA), Interior Design
Laura Shatzer, CFP® Laura Shatzer, CFP®'s American Express Financial Advisors Experience 1998 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Equimax Real Estate, LLC September 2009 - Present
Shatzer Securities May 2006 - May 2010
American Express Financial Advisors 1998 - 2003
American Express Financial Advisors 1995 - 1998
CCCS of Minnesota 1991 - 1995
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Investments, Securities, Life Insurance, Insurance, Financial Services, Asset Allocation, Previously held Series...
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science (BS), Human Relations and Family Financial Counseling
Berklee College of Music 1986 — 1987
Music Performance, General
The American College
Certified Financial Planner (CFP) designation
Equimax Real Estate, LLC September 2009 - Present
Shatzer Securities May 2006 - May 2010
American Express Financial Advisors 1998 - 2003
American Express Financial Advisors 1995 - 1998
CCCS of Minnesota 1991 - 1995
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Investments, Securities, Life Insurance, Insurance, Financial Services, Asset Allocation, Previously held Series...
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science (BS), Human Relations and Family Financial Counseling
Berklee College of Music 1986 — 1987
Music Performance, General
The American College
Certified Financial Planner (CFP) designation
Bryan Dixon, JD, MS Tax, MBA Bryan Dixon, JD, MS Tax, MBA's American Express Financial Advisors Experience July 1999 - June 2000
Job Tax Attorney / Owner
Industry Law Practice
Experience
Dixon Law Group March 2013 - Present
Woods Erickson Whitaker & Maurice LLP January 2010 - March 2013
Woods Erickson Whitaker & Maurice LLP May 2004 - January 2010
Blank Rome LLP June 2001 - May 2004
American Express Financial Advisors July 1999 - June 2000
Skills
Income Tax, Appeals, Tax Controversies, Tax Litigation, Tax Law, IRS Problem Resolution, State Tax Planning, Tax Advisory, Tax, Tax-planning, Courts, IRS, Business Transactions, Asset Protection, Legal Writing, Legal Research, Court of Federal Claims, U.S. Tax Court, IRS problem resolution, Estate Tax Planning, Litigation, Estate Planning, Business Formation
Education
University of Cincinnati College of Accounting 2003 — 2004
M.S. Taxation, Tax Law/Taxation
University of Cincinnati College of Law 2000 — 2004
Juris Doctorate, Law
University of Cincinnati College of Business 2002 — 2003
M.B.A., Business Administration and Management, General
Brigham Young University 1996 — 1999
B.A., European History
Dixon Law Group March 2013 - Present
Woods Erickson Whitaker & Maurice LLP January 2010 - March 2013
Woods Erickson Whitaker & Maurice LLP May 2004 - January 2010
Blank Rome LLP June 2001 - May 2004
American Express Financial Advisors July 1999 - June 2000
Skills
Income Tax, Appeals, Tax Controversies, Tax Litigation, Tax Law, IRS Problem Resolution, State Tax Planning, Tax Advisory, Tax, Tax-planning, Courts, IRS, Business Transactions, Asset Protection, Legal Writing, Legal Research, Court of Federal Claims, U.S. Tax Court, IRS problem resolution, Estate Tax Planning, Litigation, Estate Planning, Business Formation
Education
University of Cincinnati College of Accounting 2003 — 2004
M.S. Taxation, Tax Law/Taxation
University of Cincinnati College of Law 2000 — 2004
Juris Doctorate, Law
University of Cincinnati College of Business 2002 — 2003
M.B.A., Business Administration and Management, General
Brigham Young University 1996 — 1999
B.A., European History
Dennis Madigan, JD, CFP Dennis Madigan, JD, CFP's American Express Financial Advisors Experience June 1997 - November 1999
Job Senior Vice President, Operations and Finance at New England College of Business
Industry Higher Education
Experience
New England College of Business September 2014 - Present
New England College of Business January 2013 - September 2014
AllOne Health September 2008 - January 2013
First Franklin September 2003 - November 2007
Prudential Financial November 1999 - September 2003
American Express Financial Advisors June 1997 - November 1999
Skills
Consultative Selling, Strategic Planning, Budget Management, Sales Management, Public Speaking, Sales Presentations, Proposal Writing, Team Leadership, Coaching, Contract Negotiation, Pricing Strategy, Territory Development, Recruiting, Product Development, Strategic Partnerships, Training, Complex Sales, Client Relations Skills, Compensation Structure..., Selling, Budgets, Management, CRM, Leadership, Strategy, B2B, Sales Process, Business Planning, Sales, New Business Development, Salesforce.com..., ExactTarget, Constant Contact, Start-ups, Marketing, Program Management, Business Development, Compensation Structures, Client Relations
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Boston University 1987 — 1991
BA, Economics
New England College of Business September 2014 - Present
New England College of Business January 2013 - September 2014
AllOne Health September 2008 - January 2013
First Franklin September 2003 - November 2007
Prudential Financial November 1999 - September 2003
American Express Financial Advisors June 1997 - November 1999
Skills
Consultative Selling, Strategic Planning, Budget Management, Sales Management, Public Speaking, Sales Presentations, Proposal Writing, Team Leadership, Coaching, Contract Negotiation, Pricing Strategy, Territory Development, Recruiting, Product Development, Strategic Partnerships, Training, Complex Sales, Client Relations Skills, Compensation Structure..., Selling, Budgets, Management, CRM, Leadership, Strategy, B2B, Sales Process, Business Planning, Sales, New Business Development, Salesforce.com..., ExactTarget, Constant Contact, Start-ups, Marketing, Program Management, Business Development, Compensation Structures, Client Relations
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Boston University 1987 — 1991
BA, Economics
Christopher Bull's American Express Financial Advisors Experience 1995 - 1997
Job
Industry Computer Software
Experience
Adobe February 2015 - Present
salesforce.com June 2013 - February 2015
Cision January 2011 - May 2013
Cision (formerly Bacon's Information) 2008 - January 2011
Bacon's Information 2004 - 2008
MediaMap 2002 - 2004
MediaMap 2001 - 2002
MediaMap 2000 - 2001
BI Performance Services 1997 - 2000
American Express Financial Advisors 1995 - 1997
Skills
Sales Management, SaaS, Account Management, Public Relations, Social Media, Media Monitoring, Social Media Measurement, Cision, Solution Selling, Media Evaluation, Sales Process, Sales Operations, Cloud Computing, CRM, Enterprise Software, Sales, Management, Salesforce.com, Strategy, Selling
Education
Bridgewater State University 1993 — 1997
BA, Communications with a minor in Theatre
Adobe February 2015 - Present
salesforce.com June 2013 - February 2015
Cision January 2011 - May 2013
Cision (formerly Bacon's Information) 2008 - January 2011
Bacon's Information 2004 - 2008
MediaMap 2002 - 2004
MediaMap 2001 - 2002
MediaMap 2000 - 2001
BI Performance Services 1997 - 2000
American Express Financial Advisors 1995 - 1997
Skills
Sales Management, SaaS, Account Management, Public Relations, Social Media, Media Monitoring, Social Media Measurement, Cision, Solution Selling, Media Evaluation, Sales Process, Sales Operations, Cloud Computing, CRM, Enterprise Software, Sales, Management, Salesforce.com, Strategy, Selling
Education
Bridgewater State University 1993 — 1997
BA, Communications with a minor in Theatre
Jeremy Friedberg Jeremy Friedberg's American Express Financial Advisors Experience 2001 - 2003
Job VP, Custodian Relationship Manager at Envestnet Asset Management
Industry Investment Management
Experience
Envestnet Asset Management June 2011 - Present
Envestnet Asset Management March 2007 - June 2011
Envestnet Asset Management March 2006 - 2007
Oppenheimer & Co. 2004 - 2006
Banc One Securities Corporation 2003 - 2004
American Express Financial Advisors 2001 - 2003
Skills
Investment Advisory, Management, Investments, Leadership, Analytical Skills, Analytic Thinking, Finance, CRM, Series 7, Asset Allocation, Project Management, Custodial Services, Investment Management, Securities, Mutual Funds, Asset Management
Education
Bradley University 1994 — 1998
Bachelor of Arts, Political Science and Government
Envestnet Asset Management June 2011 - Present
Envestnet Asset Management March 2007 - June 2011
Envestnet Asset Management March 2006 - 2007
Oppenheimer & Co. 2004 - 2006
Banc One Securities Corporation 2003 - 2004
American Express Financial Advisors 2001 - 2003
Skills
Investment Advisory, Management, Investments, Leadership, Analytical Skills, Analytic Thinking, Finance, CRM, Series 7, Asset Allocation, Project Management, Custodial Services, Investment Management, Securities, Mutual Funds, Asset Management
Education
Bradley University 1994 — 1998
Bachelor of Arts, Political Science and Government
Ken Michaud, CFP®, CIMA® Ken Michaud, CFP®, CIMA®'s American Express Financial Advisors Experience July 1994 - July 1999
Job Sales Manager, 3rd Party Distribution
Industry Financial Services
Experience
USAA February 2010 - Present
USAA February 2010 - December 2012
ING October 2003 - February 2010
Webster Insurance July 1999 - October 2003
American Express Financial Advisors July 1994 - July 1999
US Army June 1987 - April 1994
Skills
Retirement Planning, Investments, Income Strategies, Wealth Distribution and..., Tax Saving Strategies, Risk Management and..., Cash Flow and Liability...
Education
Bryant University 1983 — 1987
Bachelors of Science, Accounting
USAA February 2010 - Present
USAA February 2010 - December 2012
ING October 2003 - February 2010
Webster Insurance July 1999 - October 2003
American Express Financial Advisors July 1994 - July 1999
US Army June 1987 - April 1994
Skills
Retirement Planning, Investments, Income Strategies, Wealth Distribution and..., Tax Saving Strategies, Risk Management and..., Cash Flow and Liability...
Education
Bryant University 1983 — 1987
Bachelors of Science, Accounting
Margaret May Damen, CFP, CLU, ChFC, CAP's American Express Financial Advisors Experience June 1985 - January 2001
Job Owner, Institute for Women and Wealth. Inc.
Industry Professional Training & Coaching
Experience
Institute for Women and Wealth. Inc. Endowment and Planned Giving OfficerRaymond F. Kravis Center for the Performing ArtsDecember 2008 - Present
United Way of Martin County December 2008 - 2012
American Express Financial Advisors June 1985 - January 2001
Skills
Fundraising, Non-profits, Philanthropy, Volunteer Management, Public Speaking, Planned Giving, Grants, Community Outreach, Event Planning, Board Development, Event Management, Charities, Program Development, Public Relations, Community Development, Strategic Planning, Leadership Development, Grant Writing, Small Business, Leadership, Stewardship, Arts Administration, Wealth, High Net Worth..., Training, Proposal Writing, Nonprofits, Non-profit..., Wealth Management, Media Relations, Annual Giving, Endowments, Press Releases, Gifts, Fundraisers, Prospect Research, Social Media, Alumni Relations, Newsletters, Non-profit Board..., Editing, Organizational..., Social Networking, Program Management
Education
Boston University 1961 — 1966
BA and MM, Education and Music and Finance
Institute for Women and Wealth. Inc. Endowment and Planned Giving OfficerRaymond F. Kravis Center for the Performing ArtsDecember 2008 - Present
United Way of Martin County December 2008 - 2012
American Express Financial Advisors June 1985 - January 2001
Skills
Fundraising, Non-profits, Philanthropy, Volunteer Management, Public Speaking, Planned Giving, Grants, Community Outreach, Event Planning, Board Development, Event Management, Charities, Program Development, Public Relations, Community Development, Strategic Planning, Leadership Development, Grant Writing, Small Business, Leadership, Stewardship, Arts Administration, Wealth, High Net Worth..., Training, Proposal Writing, Nonprofits, Non-profit..., Wealth Management, Media Relations, Annual Giving, Endowments, Press Releases, Gifts, Fundraisers, Prospect Research, Social Media, Alumni Relations, Newsletters, Non-profit Board..., Editing, Organizational..., Social Networking, Program Management
Education
Boston University 1961 — 1966
BA and MM, Education and Music and Finance
Barbara McMullen Barbara McMullen's American Express Financial Advisors Experience 1996 - 1998
Job Supply Chain Process Manager at Caterpillar
Industry Logistics and Supply Chain
Experience
Caterpillar Inc. January 2014 - Present
Caterpillar Inc. October 2011 - January 2014
Caterpillar Inc. April 2007 - October 2011
Caterpillar Inc. January 2005 - April 2007
Caterpillar Inc. 2001 - 2004
American Express Financial Advisors 1996 - 1998
Berry Company 1995 - 1996
Skills
Purchasing, Cost Reduction..., Six Sigma, DMAIC, Continuous Improvement, Strategic Sourcing, Supply Chain, Supply Chain Management, Process Improvement, Green Belt, Root Cause Analysis, Project Management, Strategic Planning, Strategy, Global Sourcing, Lean Manufacturing, Value Stream Mapping, Cross-functional Team..., Operational Excellence, Black Belt, Supply Management, Process Engineering, Materials Management, Toyota Production System, MRP, Supply Chain..., 5S, Logistics, Business Process..., Quality Management, Procurement, Supplier Quality, Logistics Management, FMEA, Supplier Negotiation, Change Management, Supply Chain Operations, Manufacturing, Operations Management, Manufacturing..., Regional Sourcing
Education
Bradley University/Caterpillar
Management for the 21st Century
University of Nebraska-Lincoln 1996 — 1998
Master of Business Administration (MBA), Finance, General
Bradley University
Bachelor of Arts (BA), International Business
Caterpillar Inc. January 2014 - Present
Caterpillar Inc. October 2011 - January 2014
Caterpillar Inc. April 2007 - October 2011
Caterpillar Inc. January 2005 - April 2007
Caterpillar Inc. 2001 - 2004
American Express Financial Advisors 1996 - 1998
Berry Company 1995 - 1996
Skills
Purchasing, Cost Reduction..., Six Sigma, DMAIC, Continuous Improvement, Strategic Sourcing, Supply Chain, Supply Chain Management, Process Improvement, Green Belt, Root Cause Analysis, Project Management, Strategic Planning, Strategy, Global Sourcing, Lean Manufacturing, Value Stream Mapping, Cross-functional Team..., Operational Excellence, Black Belt, Supply Management, Process Engineering, Materials Management, Toyota Production System, MRP, Supply Chain..., 5S, Logistics, Business Process..., Quality Management, Procurement, Supplier Quality, Logistics Management, FMEA, Supplier Negotiation, Change Management, Supply Chain Operations, Manufacturing, Operations Management, Manufacturing..., Regional Sourcing
Education
Bradley University/Caterpillar
Management for the 21st Century
University of Nebraska-Lincoln 1996 — 1998
Master of Business Administration (MBA), Finance, General
Bradley University
Bachelor of Arts (BA), International Business
Monique Nelson's American Express Financial Advisors Experience June 2000 - December 2000
Job Owner/Principal Broker at M. Nelson Realty LLC
Industry Real Estate
Experience
M. Nelson Realty LLC January 2008 - Present
The Corcoran Group September 2005 - December 2007
Harlem Homes Realty March 2004 - August 2005
Benjamin Realty April 2002 - August 2003
StockCross December 2000 - April 2003
American Express Financial Advisors June 2000 - December 2000
Skills
Real Estate, Condos, Rentals, Investment Properties, First Time Home Buyers, Real Estate Transactions, Listings, Home Staging, Property Management, Sales, Entrepreneurship, Investments, Brokerage, Real Property, Sellers, Residential Homes, Real Estate Development, Luxury, Leases, Customer Service, Customer Satisfaction
Education
Boston College 1996 — 2000
Bachelor of Arts, Major: Human Development Minor: Organizational Studies/ HR Management
M. Nelson Realty LLC January 2008 - Present
The Corcoran Group September 2005 - December 2007
Harlem Homes Realty March 2004 - August 2005
Benjamin Realty April 2002 - August 2003
StockCross December 2000 - April 2003
American Express Financial Advisors June 2000 - December 2000
Skills
Real Estate, Condos, Rentals, Investment Properties, First Time Home Buyers, Real Estate Transactions, Listings, Home Staging, Property Management, Sales, Entrepreneurship, Investments, Brokerage, Real Property, Sellers, Residential Homes, Real Estate Development, Luxury, Leases, Customer Service, Customer Satisfaction
Education
Boston College 1996 — 2000
Bachelor of Arts, Major: Human Development Minor: Organizational Studies/ HR Management
David Burgelin's American Express Financial Advisors Experience January 1999 - June 2001
Job AXA Advisors, LLC.
Industry Financial Services
Experience
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
AXA Advisors, LLC. 2013 - Present
Financial Telesis Inc September 2008 - October 2010
Broadwing Capital November 2006 - October 2010
Costello and Sons Insurance Brokers April 2006 - October 2010
AXA Advisors August 2001 - April 2006
American Express Financial Advisors January 1999 - June 2001
Skills
Retirement Planning..., Business Succession..., Strategic Financial..., Wealth Management, 401(k) Distribution..., Estate Planning..., Long-Term Care Planning, Pension Distribution..., Insurance Planning &..., Client Education, Education Planning..., Annuity Services, Wealth Preservation...
Education
University at Buffalo 1993 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
Bentley College
Patrick Marcel Thomas Patrick Marcel Thomas's American Express Financial Advisors Experience January 2001 - August 2003
Job Owner of Thomas Financial Group
Industry Real Estate
Experience
(pm)Thomas Financial Group, LLC January 2005 - Present
Lake Como Church of Christ January 1998 - Present
Allegiance One Enterprises, LLC January 2006 - Present
DMBI, LLC March 2009 - March 2012
Unlimited Title Services December 2003 - May 2008
American Express Financial Advisors January 2001 - August 2003
Skills
Contract Negotiation, Sales Management, Coalition Building, Negotiation, Residential Homes, Real Estate, Sellers, Strategic Planning, Commercial Real Estate, Property, Property Management, Buyers, Finance, Retail, Investments, Management, Marketing, Leadership
Education
Berklee College of Music 1988 — 1996
Bachelor of Arts Degree Candidate, Music Education/Jazz Composition
Dallas Baptist University
Master of Business Administration (M.B.A.)
(pm)Thomas Financial Group, LLC January 2005 - Present
Lake Como Church of Christ January 1998 - Present
Allegiance One Enterprises, LLC January 2006 - Present
DMBI, LLC March 2009 - March 2012
Unlimited Title Services December 2003 - May 2008
American Express Financial Advisors January 2001 - August 2003
Skills
Contract Negotiation, Sales Management, Coalition Building, Negotiation, Residential Homes, Real Estate, Sellers, Strategic Planning, Commercial Real Estate, Property, Property Management, Buyers, Finance, Retail, Investments, Management, Marketing, Leadership
Education
Berklee College of Music 1988 — 1996
Bachelor of Arts Degree Candidate, Music Education/Jazz Composition
Dallas Baptist University
Master of Business Administration (M.B.A.)
Chris Laluna Chris Laluna's American Express Financial Advisors Experience June 2001 - December 2001
Job Computer Programmer at Genpak
Industry Packaging and Containers
Experience
Genpak April 2007 - Present
Target March 2004 - April 2007
Bank of New York January 2002 - October 2003
American Express Financial Advisors June 2001 - December 2001
Skills
SQL, Oracle, Oracle Applications, HTML, Customer Service, Microsoft Excel, Project Management, Team Leadership, Microsoft Office, Supply Chain, EDI, Barcode Scanners, Leadership, SAP, Business Analysis, Networking, Team Building, Customer Satisfaction, Inventory Management, Management, Process Improvement, Access, Strategic Planning, Supply Chain Management
Education
Boston University 2009 — 2010
MS, Information Systems
State University of New York Empire State College 2005 — 2007
BS, Information Systems
Adirondack Community College
AS, Computer Programming
Genpak April 2007 - Present
Target March 2004 - April 2007
Bank of New York January 2002 - October 2003
American Express Financial Advisors June 2001 - December 2001
Skills
SQL, Oracle, Oracle Applications, HTML, Customer Service, Microsoft Excel, Project Management, Team Leadership, Microsoft Office, Supply Chain, EDI, Barcode Scanners, Leadership, SAP, Business Analysis, Networking, Team Building, Customer Satisfaction, Inventory Management, Management, Process Improvement, Access, Strategic Planning, Supply Chain Management
Education
Boston University 2009 — 2010
MS, Information Systems
State University of New York Empire State College 2005 — 2007
BS, Information Systems
Adirondack Community College
AS, Computer Programming
Augustus Hampson Augustus Hampson's American Express Financial Advisors Experience 2002 - 2003
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Service January 2004 - Present
ProGraphic Software Systems January 1991 - Present
N.A.I.F.A. - Connecticut August 2004 - September 2012
American Express Financial Advisors 2002 - 2003
Baldwin Printing Co January 1989 - January 1991
Hampson Printing Co., Inc January 1967 - January 1989
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Risk Management, IRAs, International Business..., Business Process..., Business Analysis, Cost Center Management, Graphics Software, Offset Printing, Packard Autos 30's 40's..., Worldwide Antique &..., Wealth Accumulation, Asset Management, 401k, Series 63
Education
Rochester Institute of Technology 1965 — 1969
Business Management, Law of the Press, Management Processes
Boston University - School of Management 1962 — 1965
International Business, Trade, and Tax Law
Northwestern Mutual Financial Service January 2004 - Present
ProGraphic Software Systems January 1991 - Present
N.A.I.F.A. - Connecticut August 2004 - September 2012
American Express Financial Advisors 2002 - 2003
Baldwin Printing Co January 1989 - January 1991
Hampson Printing Co., Inc January 1967 - January 1989
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Risk Management, IRAs, International Business..., Business Process..., Business Analysis, Cost Center Management, Graphics Software, Offset Printing, Packard Autos 30's 40's..., Worldwide Antique &..., Wealth Accumulation, Asset Management, 401k, Series 63
Education
Rochester Institute of Technology 1965 — 1969
Business Management, Law of the Press, Management Processes
Boston University - School of Management 1962 — 1965
International Business, Trade, and Tax Law
John Moschella's American Express Financial Advisors Experience March 2000 - November 2000
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Citigroup May 2009 - January 2010
Merry Maids April 2008 - March 2009
Clearwire July 2005 - December 2007
Enterprise Fleet Services November 2000 - January 2005
American Express Financial Advisors March 2000 - November 2000
Skills
Telecommunications, Management, Selling, Business Development, Finance, Sales, B2B, Wireless, Analysis, Investments, Sales Operations, Small Business, Loans, Mortgage Lending, Customer Service, Sales Management, Team Building
Education
Bridgewater State University 1993 — 1997
B.S., Management, Finance
Boston Latin School 1979 — 1985
Wells Fargo January 2010 - Present
Citigroup May 2009 - January 2010
Merry Maids April 2008 - March 2009
Clearwire July 2005 - December 2007
Enterprise Fleet Services November 2000 - January 2005
American Express Financial Advisors March 2000 - November 2000
Skills
Telecommunications, Management, Selling, Business Development, Finance, Sales, B2B, Wireless, Analysis, Investments, Sales Operations, Small Business, Loans, Mortgage Lending, Customer Service, Sales Management, Team Building
Education
Bridgewater State University 1993 — 1997
B.S., Management, Finance
Boston Latin School 1979 — 1985
Bob Ohanesian Bob Ohanesian's American Express Financial Advisors Experience February 1996 - June 2003
Job Senior Investment Analyst at University of Southern California
Industry Investment Management
Experience
University of Southern California September 2007 - Present
MullinTBG July 2004 - August 2007
American Express Financial Advisors February 1996 - June 2003
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Research, Leadership, Portfolio Management, Financial Modeling
Education
California State University-Long Beach
Bachelor of Business Administration, Finance
University of Southern California September 2007 - Present
MullinTBG July 2004 - August 2007
American Express Financial Advisors February 1996 - June 2003
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Research, Leadership, Portfolio Management, Financial Modeling
Education
California State University-Long Beach
Bachelor of Business Administration, Finance
Brian C. Perkes's American Express Financial Advisors Experience 1996 - 1998
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 1998 - Present
OppenheimerFunds March 1998 - March 2000
American Express Financial Advisors 1996 - 1998
Skills
Retirement, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Separately Managed..., Strategic Financial..., Investments, IRAs, Investment Advisory, Finance, Asset Management, Securities, Investment Strategies, ETFs, Capital Markets, 401k, Mutual Funds, Financial Advisory, Asset Allocation, Financial Services, Series 7, Master Limited..., Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance
Brigham Young University - Hawaii 1992 — 1996
B.S., International Business
IMCA-Investment Management Consultants Association 2014 — 2014
Essentials of Investment Management Program
College for Financial Planning 2008 — 2008
CRPC, Charted Retirement Planning Counslor
OppenheimerFunds March 1998 - Present
OppenheimerFunds March 1998 - March 2000
American Express Financial Advisors 1996 - 1998
Skills
Retirement, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Separately Managed..., Strategic Financial..., Investments, IRAs, Investment Advisory, Finance, Asset Management, Securities, Investment Strategies, ETFs, Capital Markets, 401k, Mutual Funds, Financial Advisory, Asset Allocation, Financial Services, Series 7, Master Limited..., Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance
Brigham Young University - Hawaii 1992 — 1996
B.S., International Business
IMCA-Investment Management Consultants Association 2014 — 2014
Essentials of Investment Management Program
College for Financial Planning 2008 — 2008
CRPC, Charted Retirement Planning Counslor
Vicki Riddle's American Express Financial Advisors Experience 2003 - 2006
Job Coowner of VMR Enterprises
Industry Program Development
Experience
VMR Enterprises February 2007 - Present
Diamond V Ranch 1987 - Present
Ameriprise Financial March 2006 - February 2009
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 1997 - 2003
Skills
Management, Sourcing, Marketing, Strategic Planning, Strategy, Leadership, Marketing Strategy, Program Management, Coaching, Team Building, Marketing Communications, Cross-functional Team..., Financial Services, Change Management, Project Management, Social Media, Email Marketing, Advertising
Education
St. Cloud State University 1991 — 1994
BS
Bismarck State College
Associate of Arts (AA)
VMR Enterprises February 2007 - Present
Diamond V Ranch 1987 - Present
Ameriprise Financial March 2006 - February 2009
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 1997 - 2003
Skills
Management, Sourcing, Marketing, Strategic Planning, Strategy, Leadership, Marketing Strategy, Program Management, Coaching, Team Building, Marketing Communications, Cross-functional Team..., Financial Services, Change Management, Project Management, Social Media, Email Marketing, Advertising
Education
St. Cloud State University 1991 — 1994
BS
Bismarck State College
Associate of Arts (AA)
Stacy Whitaker's American Express Financial Advisors Experience September 2001 - August 2002
Job
Industry Banking
Experience
TIAA-Cref Financial Services, National Contact Center June 2011 - Present
BBVA Compass Bank July 2009 - June 2011
Bank of America, Preferred Services February 2008 - March 2009
Primerica September 2002 - February 2008
American Express Financial Advisors September 2001 - August 2002
Ericsson, Inc., Microelectronics Division June 1998 - March 2001
Central Intelligence Agency November 1994 - May 1998
Central Intelligence Agency July 1994 - October 1994
Central Intelligence Agency June 1992 - July 1994
Central Intelligence Agency April 1989 - May 1992
Skills
Series 7, Six Sigma, Investments, Insurance, Banking, Retirement, Annuities, Mutual Funds, Retirement Planning, Customer Relations
Education
Baylor University
M.B.A. Business Administration, B.A
TIAA-Cref Financial Services, National Contact Center June 2011 - Present
BBVA Compass Bank July 2009 - June 2011
Bank of America, Preferred Services February 2008 - March 2009
Primerica September 2002 - February 2008
American Express Financial Advisors September 2001 - August 2002
Ericsson, Inc., Microelectronics Division June 1998 - March 2001
Central Intelligence Agency November 1994 - May 1998
Central Intelligence Agency July 1994 - October 1994
Central Intelligence Agency June 1992 - July 1994
Central Intelligence Agency April 1989 - May 1992
Skills
Series 7, Six Sigma, Investments, Insurance, Banking, Retirement, Annuities, Mutual Funds, Retirement Planning, Customer Relations
Education
Baylor University
M.B.A. Business Administration, B.A
Marla Mason, CFP®'s American Express Financial Advisors Experience 2003 - 2003
Job Financial Advisor, Vice President/CFP® at Presidential Brokerage, Inc.
Industry Financial Services
Experience
Presidential Brokerage, Inc. November 2003 - Present
American Express Financial Advisors 2003 - 2003
The Jefferson Inn 1994 - 2001
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, College Education..., Investment Strategies, Guaranteed Lifetime..., IRAs, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, 401k, Wealth Management, Series 63, Series 65, Social Security, Medicare, Financial Planning, Series 7, Investments
Education
California State University-Hayward 1977 — 1979
Bachelor of Science, Mathematics/Computer Science
Saint Mary's College of California
Master of Science, International Business
Presidential Brokerage, Inc. November 2003 - Present
American Express Financial Advisors 2003 - 2003
The Jefferson Inn 1994 - 2001
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, College Education..., Investment Strategies, Guaranteed Lifetime..., IRAs, Mutual Funds, Fixed Annuities, Retirement, Asset Allocation, 401k, Wealth Management, Series 63, Series 65, Social Security, Medicare, Financial Planning, Series 7, Investments
Education
California State University-Hayward 1977 — 1979
Bachelor of Science, Mathematics/Computer Science
Saint Mary's College of California
Master of Science, International Business
Mark Albrecht's American Express Financial Advisors Experience November 1998 - January 2000
Job Product Director at MasteryConnect
Industry Computer Software
Experience
MasteryConnect April 2015 - Present
School Improvement Network July 2013 - March 2015
KōDefy 2013 - 2014
Symantec February 2011 - June 2013
eReinsure October 2008 - February 2011
Hewlett-Packard June 2003 - June 2008
Raymond James Financial January 2000 - June 2001
American Express Financial Advisors November 1998 - January 2000
Euro RSCG DSW 1995 - 1996
Skills
Cross-functional Team..., Program Management, Product Management, Management, Analysis, Mergers, Budgets, Go-to-market Strategy, Sales, Negotiation, Agile Methodologies, SaaS, Strategic Planning, Competitive Analysis, Business Analysis, Enterprise Software, Product Marketing, Marketing Strategy, Vendor Management, Business Strategy, Team Leadership, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Team Building, Leadership Development, Leadership, Strategy, Integration, Product Development, Scrum
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
Brigham Young University 1995 — 1998
BA
MasteryConnect April 2015 - Present
School Improvement Network July 2013 - March 2015
KōDefy 2013 - 2014
Symantec February 2011 - June 2013
eReinsure October 2008 - February 2011
Hewlett-Packard June 2003 - June 2008
Raymond James Financial January 2000 - June 2001
American Express Financial Advisors November 1998 - January 2000
Euro RSCG DSW 1995 - 1996
Skills
Cross-functional Team..., Program Management, Product Management, Management, Analysis, Mergers, Budgets, Go-to-market Strategy, Sales, Negotiation, Agile Methodologies, SaaS, Strategic Planning, Competitive Analysis, Business Analysis, Enterprise Software, Product Marketing, Marketing Strategy, Vendor Management, Business Strategy, Team Leadership, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Team Building, Leadership Development, Leadership, Strategy, Integration, Product Development, Scrum
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
Brigham Young University 1995 — 1998
BA
José Valladolid, MBA's American Express Financial Advisors Experience 1999 - 2002
Job Business Information Consultant with Anthem, Inc.
Industry Hospital & Health Care
Experience
Anthem, Inc. June 2015 - Present
Anthem, Inc. February 2007 - June 2015
Technicolor May 2006 - February 2007
Countrywide Financial Corp. September 2004 - May 2006
Health Net November 2003 - September 2004
Technicolor June 2002 - November 2003
American Express Financial Advisors 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Planning, Process Improvement, Financial Reporting, Forecasting, Accounting
Education
California Lutheran University 2001 — 2003
MBA, Finance
California Lutheran University 1995 — 1999
BS, Finance
Channel Islands High School
Anthem, Inc. June 2015 - Present
Anthem, Inc. February 2007 - June 2015
Technicolor May 2006 - February 2007
Countrywide Financial Corp. September 2004 - May 2006
Health Net November 2003 - September 2004
Technicolor June 2002 - November 2003
American Express Financial Advisors 1999 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Planning, Process Improvement, Financial Reporting, Forecasting, Accounting
Education
California Lutheran University 2001 — 2003
MBA, Finance
California Lutheran University 1995 — 1999
BS, Finance
Channel Islands High School
Jay Lazar's American Express Financial Advisors Experience July 1994 - March 2002
Job Branch Manager
Industry Banking
Experience
Citibank October 2003 - Present
MetLife Financial Services March 2002 - October 2003
American Express Financial Advisors July 1994 - March 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Banking, Credit, Series 63, Portfolio Management, Loans, Retirement Planning, Mortgage Lending, Consumer Lending, Investments, Retail Banking, Mutual Funds, Small Business Lending, Commercial Banking, Credit Analysis, Series 24, Risk Management, Insurance
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1984 — 1988
MS, Management
Citibank October 2003 - Present
MetLife Financial Services March 2002 - October 2003
American Express Financial Advisors July 1994 - March 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Banking, Credit, Series 63, Portfolio Management, Loans, Retirement Planning, Mortgage Lending, Consumer Lending, Investments, Retail Banking, Mutual Funds, Small Business Lending, Commercial Banking, Credit Analysis, Series 24, Risk Management, Insurance
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1984 — 1988
MS, Management
Brian Song's American Express Financial Advisors Experience May 2003 - August 2003
Job Senior Operations Auditor at ADP
Industry Accounting
Experience
ADP November 2014 - Present
ADP March 2013 - November 2014
Automatic Data Processing January 2011 - March 2013
BDO Seidman, LLP October 2008 - October 2010
Berdon LLP November 2005 - September 2008
American Express Financial Advisors May 2003 - August 2003
Movado Group Inc. 2002 - 2003
Skills
Audit, Internal Audit, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, General Ledger, QuickBooks, Financial Statements, Financial Accounting, Financial Analysis, SEC filings, CPA, US GAAP, Account Reconciliation, Auditing, Sarbanes-Oxley, Financial Audits, External Audit, Risk Management
Education
Binghamton University - School of Management 2001 — 2005
Bachelor of Science, Accounting
State University of New York at Binghamton 2001 — 2005
Bachelor of Science, Accounting
ADP November 2014 - Present
ADP March 2013 - November 2014
Automatic Data Processing January 2011 - March 2013
BDO Seidman, LLP October 2008 - October 2010
Berdon LLP November 2005 - September 2008
American Express Financial Advisors May 2003 - August 2003
Movado Group Inc. 2002 - 2003
Skills
Audit, Internal Audit, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, General Ledger, QuickBooks, Financial Statements, Financial Accounting, Financial Analysis, SEC filings, CPA, US GAAP, Account Reconciliation, Auditing, Sarbanes-Oxley, Financial Audits, External Audit, Risk Management
Education
Binghamton University - School of Management 2001 — 2005
Bachelor of Science, Accounting
State University of New York at Binghamton 2001 — 2005
Bachelor of Science, Accounting
Cliff Gay's American Express Financial Advisors Experience February 1999 - February 2001
Job Customer Care Manager at Liberty Hardware
Industry Consumer Services
Experience
Liberty Hardware September 2014 - Present
Remington Outdoor Company February 2010 - June 2014
GSI Commerce June 2008 - January 2010
Danaher Corporation June 2004 - February 2008
American Express October 1988 - April 2004
American Express Financial Advisors February 1999 - February 2001
Skills
Call Center, Process Improvement, Customer Experience, Team Building, Workforce Management, Cross-functional Team..., E-commerce, Six Sigma, Team Leadership, Performance Management, Credit Cards, Avaya, Outsourcing, Salesforce.com, Coaching, Call Centers, Management, Customer Service, Training, Operations Management, Vendor Management, Troubleshooting, Sales Management, Forecasting, Inventory Management, Customer Satisfaction
Education
Brigham Young University 1977 — 1982
Liberty Hardware September 2014 - Present
Remington Outdoor Company February 2010 - June 2014
GSI Commerce June 2008 - January 2010
Danaher Corporation June 2004 - February 2008
American Express October 1988 - April 2004
American Express Financial Advisors February 1999 - February 2001
Skills
Call Center, Process Improvement, Customer Experience, Team Building, Workforce Management, Cross-functional Team..., E-commerce, Six Sigma, Team Leadership, Performance Management, Credit Cards, Avaya, Outsourcing, Salesforce.com, Coaching, Call Centers, Management, Customer Service, Training, Operations Management, Vendor Management, Troubleshooting, Sales Management, Forecasting, Inventory Management, Customer Satisfaction
Education
Brigham Young University 1977 — 1982
Peter Synn's American Express Financial Advisors Experience May 2000 - April 2001
Job ...
Industry Logistics and Supply Chain
Experience
Mobile Mini Inc June 2014 - Present
LSG Sky Chefs May 2009 - June 2014
Self January 2009 - June 2009
Enterprise Rent a Car January 2006 - January 2009
Enterprise Rent a Car April 2001 - January 2006
American Express Financial Advisors May 2000 - April 2001
Education
California State University-Fullerton - College of Business and Economics
BA
University of California, Irvine
Mobile Mini Inc June 2014 - Present
LSG Sky Chefs May 2009 - June 2014
Self January 2009 - June 2009
Enterprise Rent a Car January 2006 - January 2009
Enterprise Rent a Car April 2001 - January 2006
American Express Financial Advisors May 2000 - April 2001
Education
California State University-Fullerton - College of Business and Economics
BA
University of California, Irvine
Joe Evangelista's American Express Financial Advisors Experience September 1999 - April 2003
Job Portfolio Manager at Wingate Wealth Advisors, LLC
Industry Investment Management
Experience
Wingate Wealth Advisors April 2003 - Present
American Express Financial Advisors September 1999 - April 2003
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Financial Planning, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Boston College 1992 — 1996
BS, Business, Accounting
Wingate Wealth Advisors April 2003 - Present
American Express Financial Advisors September 1999 - April 2003
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Financial Planning, Financial Services
Education
Suffolk University Law School 1996 — 1999
JD
Boston College 1992 — 1996
BS, Business, Accounting
David Yeshulas's American Express Financial Advisors Experience March 1995 - April 1997
Job Manager, MIS Quality Assurance at Clean Harbors Environmental Services
Industry Information Technology and Services
Experience
Clean Harbors Environmental Services June 2011 - Present
Philips Healthcare June 2009 - June 2011
Blue Cross Blue Shield of Massachusetts July 2004 - November 2008
Blue Cross Blue Shield of MA July 2002 - June 2004
Blue Cross Blue Shield of MA November 2000 - June 2002
KPMG August 1997 - November 2000
American Express Financial Advisors March 1995 - April 1997
Skills
Management Consulting, Contract Management, Healthcare, Quality Assurance, Requirements Analysis, Governance, Program Management, PMP, Vendor Management, Process Improvement, Change Management, Visio, Strategic Planning, Team Building, PMO, Business Analysis, Process Engineering, Risk Management, Contract Negotiation, SDLC, Cross-functional Team..., Analysis, Business Process..., Compliance, Business Management, Business Process, Insurance, Budgeting, IT Management, Problem Solving, Six Sigma, Negotiation, Customer Relations, Team Leadership, Risk Assessment, Mentoring, Software Project..., SOX, Agile, Excel, Budgets, Management, Project Portfolio..., Microsoft Excel, Project Planning, Integration, Healthcare Information..., Leadership, IT Strategy, Business Intelligence
Education
Boston University 1992 — 1994
Masters, Business Administration
Chapman University 1988 — 1990
BS, Social Science
Clean Harbors Environmental Services June 2011 - Present
Philips Healthcare June 2009 - June 2011
Blue Cross Blue Shield of Massachusetts July 2004 - November 2008
Blue Cross Blue Shield of MA July 2002 - June 2004
Blue Cross Blue Shield of MA November 2000 - June 2002
KPMG August 1997 - November 2000
American Express Financial Advisors March 1995 - April 1997
Skills
Management Consulting, Contract Management, Healthcare, Quality Assurance, Requirements Analysis, Governance, Program Management, PMP, Vendor Management, Process Improvement, Change Management, Visio, Strategic Planning, Team Building, PMO, Business Analysis, Process Engineering, Risk Management, Contract Negotiation, SDLC, Cross-functional Team..., Analysis, Business Process..., Compliance, Business Management, Business Process, Insurance, Budgeting, IT Management, Problem Solving, Six Sigma, Negotiation, Customer Relations, Team Leadership, Risk Assessment, Mentoring, Software Project..., SOX, Agile, Excel, Budgets, Management, Project Portfolio..., Microsoft Excel, Project Planning, Integration, Healthcare Information..., Leadership, IT Strategy, Business Intelligence
Education
Boston University 1992 — 1994
Masters, Business Administration
Chapman University 1988 — 1990
BS, Social Science
Nathan Fair's American Express Financial Advisors Experience September 2002 - July 2005
Job Regional VP Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Hartford Funds June 2013 - Present
Pioneer Investments 2012 - May 2013
Natixis Global Associates May 2006 - March 2012
Guardian Investor Services 2005 - 2006
American Express Financial Advisors September 2002 - July 2005
Skills
Mutual Funds, Series 7, Securities, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Series 6, ETFs, Investments, Asset Managment, Uniform Combined State..., Separately Managed..., Wealth Management, Investment Advisory, Fixed Income, Equities
Education
Beloit College 1995 — 1999
BA Business Administration, Economics
Alan Lee, MBA, CPA, CFP's American Express Financial Advisors Experience January 1997 - January 1999
Job Owner / Principal at Strategic Wealth Management, LLC
Industry Investment Management
Experience
Strategic Wealth Management, LLC Peoria January 2001 - Present
National City Bank January 1998 - January 2001
American Express Financial Advisors January 1997 - January 1999
Skills
Retirement Planning
Education
Bradley University 1981 — 1984
M.B.A., Business / Finance
Western Illinois University 1972 — 1976
B.S.
Strategic Wealth Management, LLC Peoria January 2001 - Present
National City Bank January 1998 - January 2001
American Express Financial Advisors January 1997 - January 1999
Skills
Retirement Planning
Education
Bradley University 1981 — 1984
M.B.A., Business / Finance
Western Illinois University 1972 — 1976
B.S.
Casey Lown's American Express Financial Advisors Experience May 1999 - November 2001
Job Mortgage Advisor / Reverse Mortgage Specialist at Western Mortgage Brokers, Inc
Industry Financial Services
Experience
Western Mortgage Brokers, Inc March 2014 - Present
Summit Funding, Inc. August 2013 - Present
Alpine Mortgage Planning 2009 - Present
Alpine Mortgage May 2009 - July 2013
The Lending Team May 2002 - October 2007
American Express Financial Advisors May 1999 - November 2001
Skills
Customer Service, Mortgage Lending, Reverse Mortgages, Marketing, Loans, First Time Home Buyers, FINRA, Real Estate, Leadership, Finance, Refinance, Investors, REO, Investments, Certified Mortgage..., Referrals, Real Estate Transactions, Investment Properties, FHA, Financial Planning, Strategic Financial...
Education
California State University, Fresno 1994 — 1995
none, General Education
Western Mortgage Brokers, Inc March 2014 - Present
Summit Funding, Inc. August 2013 - Present
Alpine Mortgage Planning 2009 - Present
Alpine Mortgage May 2009 - July 2013
The Lending Team May 2002 - October 2007
American Express Financial Advisors May 1999 - November 2001
Skills
Customer Service, Mortgage Lending, Reverse Mortgages, Marketing, Loans, First Time Home Buyers, FINRA, Real Estate, Leadership, Finance, Refinance, Investors, REO, Investments, Certified Mortgage..., Referrals, Real Estate Transactions, Investment Properties, FHA, Financial Planning, Strategic Financial...
Education
California State University, Fresno 1994 — 1995
none, General Education
Craig McCullough, CFA's American Express Financial Advisors Experience October 2002 - May 2004
Job Portfolio Manager at ThomasPartners
Industry Investment Management
Experience
ThomasPartners April 2010 - Present
State Street Global Advisors August 2007 - July 2010
State Street Global Advisors April 2006 - July 2007
General Dynamics June 2004 - March 2006
American Express Financial Advisors October 2002 - May 2004
Education
Bentley University 2009 — 2012
MBA, Management
University of Vermont 1997 — 2001
BS, Business Administration
ThomasPartners April 2010 - Present
State Street Global Advisors August 2007 - July 2010
State Street Global Advisors April 2006 - July 2007
General Dynamics June 2004 - March 2006
American Express Financial Advisors October 2002 - May 2004
Education
Bentley University 2009 — 2012
MBA, Management
University of Vermont 1997 — 2001
BS, Business Administration
Sandy Duerre's American Express Financial Advisors Experience June 2002 - January 2004
Job VP, Director US Client Experience at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2004 - Present
RBC Wealth Managment 2004 - Present
American Express Financial Advisors June 2002 - January 2004
RBC Dain Rauscher February 1998 - June 2002
Piper Jaffray August 1986 - January 1998
Education
University of St. Thomas - Opus College of Business 1999 — 2005
MBA, Finance
Bethel University 1982 — 1986
BA, Business Management
RBC Wealth Management February 2004 - Present
RBC Wealth Managment 2004 - Present
American Express Financial Advisors June 2002 - January 2004
RBC Dain Rauscher February 1998 - June 2002
Piper Jaffray August 1986 - January 1998
Education
University of St. Thomas - Opus College of Business 1999 — 2005
MBA, Finance
Bethel University 1982 — 1986
BA, Business Management
Hector J. Rodriguez's American Express Financial Advisors Experience December 1998 - December 1999
Job Vice President, JP Morgan Private Bank
Industry Banking
Experience
Houston Community College January 2010 - Present
JP Morgan Private Bank January 2005 - Present
Bank One August 2003 - December 2004
USAA January 2000 - August 2003
American Express Financial Advisors December 1998 - December 1999
Education
University of the Incarnate Word 2001 — 2004
MBA
Baylor University - Hankamer School of Business 1994 — 1998
BBA
Houston Community College January 2010 - Present
JP Morgan Private Bank January 2005 - Present
Bank One August 2003 - December 2004
USAA January 2000 - August 2003
American Express Financial Advisors December 1998 - December 1999
Education
University of the Incarnate Word 2001 — 2004
MBA
Baylor University - Hankamer School of Business 1994 — 1998
BBA
Suzanne Virginia's American Express Financial Advisors Experience May 2005 - July 2005
Job Operations Manager at Eagle Investment Systems
Industry Research
Experience
Eagle Investment Systems April 2015 - Present
Fidelity Capital Markets March 2014 - October 2014
Fidelity Capital Markets June 2009 - March 2014
Fidelity Investments September 2007 - November 2008
Fidelity Investments July 2006 - September 2007
American Express Financial Advisors May 2005 - July 2005
ABN AMRO February 2003 - May 2003
Skills
Series 7, Series 63, Qualitative Research, Quantitative Research, Equities, Hedge Funds, Securities, Project Management, Prime Brokerage, Securities Lending, Market Data, Finance, Mutual Funds, Business Analysis, Investments, Microsoft Office, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSF, Finance
1998 — 2003
BBA, Banking and Insurance
Peter Stuyvesant College 1996 — 1998
High School, Business
Albert Schweitzer School 1992 — 1996
Business, High School
Eagle Investment Systems April 2015 - Present
Fidelity Capital Markets March 2014 - October 2014
Fidelity Capital Markets June 2009 - March 2014
Fidelity Investments September 2007 - November 2008
Fidelity Investments July 2006 - September 2007
American Express Financial Advisors May 2005 - July 2005
ABN AMRO February 2003 - May 2003
Skills
Series 7, Series 63, Qualitative Research, Quantitative Research, Equities, Hedge Funds, Securities, Project Management, Prime Brokerage, Securities Lending, Market Data, Finance, Mutual Funds, Business Analysis, Investments, Microsoft Office, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSF, Finance
1998 — 2003
BBA, Banking and Insurance
Peter Stuyvesant College 1996 — 1998
High School, Business
Albert Schweitzer School 1992 — 1996
Business, High School
Helio Almeida, MBA's American Express Financial Advisors Experience 2000 - 2005
Job Account Manager / Product Specialist at SunGard | Boston University MBA
Industry Financial Services
Experience
SunGard October 2013 - Present
SunGard January 2012 - October 2013
Caritas Collective 2009 - 2009
Bank of America 2005 - 2009
Ameriprise Financial 2000 - 2005
American Express Financial Advisors 2000 - 2005
Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management
Education
Boston University - School of Management 2007 — 2010
MBA
University of Massachusetts Boston 1994 — 2000
BS Management, Marketing
Cambridge Rindge & Latin School 1990 — 1994
SunGard October 2013 - Present
SunGard January 2012 - October 2013
Caritas Collective 2009 - 2009
Bank of America 2005 - 2009
Ameriprise Financial 2000 - 2005
American Express Financial Advisors 2000 - 2005
Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management
Education
Boston University - School of Management 2007 — 2010
MBA
University of Massachusetts Boston 1994 — 2000
BS Management, Marketing
Cambridge Rindge & Latin School 1990 — 1994
Felipe Genoveze's American Express Financial Advisors Experience May 2004 - December 2004
Job Director of Organization & Cost Santander
Industry Management Consulting
Experience
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. May 2012 - December 2013
Aquanima - Santander Group January 2011 - April 2012
Aquanima - Santander Group August 2009 - February 2011
INTRAL Corporation July 2005 - August 2009
American Express Financial Advisors May 2004 - December 2004
Canal Vivir May 2003 - July 2003
Sul America International Bank May 2002 - July 2002
Education
Boston University 2001 — 2005
BA, Economics
Saint Andrew's School - Boca Raton, FL 1998 — 2001
HS
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. May 2012 - December 2013
Aquanima - Santander Group January 2011 - April 2012
Aquanima - Santander Group August 2009 - February 2011
INTRAL Corporation July 2005 - August 2009
American Express Financial Advisors May 2004 - December 2004
Canal Vivir May 2003 - July 2003
Sul America International Bank May 2002 - July 2002
Education
Boston University 2001 — 2005
BA, Economics
Saint Andrew's School - Boca Raton, FL 1998 — 2001
HS
Jeremy Tevald's American Express Financial Advisors Experience August 1999 - July 2000
Job Senior Director, National Financial Client Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments October 2005 - July 2008
Strategic Financial Partners February 2004 - September 2005
New England Securities July 2000 - January 2004
American Express Financial Advisors August 1999 - July 2000
Skills
Mutual Funds, Series 7, Investments, Securities, Financial Services, Relationship Management, Fixed Income, Asset Management, Wealth Management, Asset Allocation, Equities, Retirement, Financial Analysis, Retirement Planning, Defined Benefit
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Leadership
College of the Holy Cross 1995 — 1999
Bachelor of Arts, History
Avon Old Farms School 1992 — 1995
Fidelity Investments July 2008 - Present
Fidelity Investments October 2005 - July 2008
Strategic Financial Partners February 2004 - September 2005
New England Securities July 2000 - January 2004
American Express Financial Advisors August 1999 - July 2000
Skills
Mutual Funds, Series 7, Investments, Securities, Financial Services, Relationship Management, Fixed Income, Asset Management, Wealth Management, Asset Allocation, Equities, Retirement, Financial Analysis, Retirement Planning, Defined Benefit
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Leadership
College of the Holy Cross 1995 — 1999
Bachelor of Arts, History
Avon Old Farms School 1992 — 1995
dean reinke's American Express Financial Advisors Experience 1979 - 2011
Job Cobol programmer at IBM Global Process Services
Industry Hospital & Health Care
Experience
IBM Global Process Services June 2012 - Present
Ameriprise Financial January 1979 - October 2011
American Express Financial Advisors 1979 - 2011
Ameriprise Financial Services, Inc. January 1979 - 1991
Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities
Education
Bemidji State University 1974 — 1978
bs, Accounting and Business/Management
IBM Global Process Services June 2012 - Present
Ameriprise Financial January 1979 - October 2011
American Express Financial Advisors 1979 - 2011
Ameriprise Financial Services, Inc. January 1979 - 1991
Skills
JCL, IBM Mainframe, TSO, VSAM, Xpediter, COBOL, Testing, WebSphere MQ, CICS, z/OS, Mainframe, MVS, Batch Processing, Software Documentation, IMS DB/DC, Fileaid, Requirements Analysis, SDLC, IBM Utilities
Education
Bemidji State University 1974 — 1978
bs, Accounting and Business/Management
Monica, Nirenberg's American Express Financial Advisors Experience January 1998 - June 2000
Job Digital Project Manager at The Capital Group
Industry Financial Services
Experience
The Capital Group January 2013 - Present
The Capital Group May 2011 - December 2012
The Capital Group May 2006 - February 2012
American Express Financial Advisors January 1998 - June 2000
Skills
SDLC, Process Improvement, Project Planning, Waterfall, Business Analysis, PMO, Visio, Agile Project Management, Software Project..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Business Process..., Scrum, Web Project Management, Cross-functional...
Education
California State Polytechnic University-Pomona
University of La Verne
Bachelor of Arts, Art History
The Capital Group January 2013 - Present
The Capital Group May 2011 - December 2012
The Capital Group May 2006 - February 2012
American Express Financial Advisors January 1998 - June 2000
Skills
SDLC, Process Improvement, Project Planning, Waterfall, Business Analysis, PMO, Visio, Agile Project Management, Software Project..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Business Process..., Scrum, Web Project Management, Cross-functional...
Education
California State Polytechnic University-Pomona
University of La Verne
Bachelor of Arts, Art History
Jason Drucker's American Express Financial Advisors Experience June 2002 - October 2004
Job Vice President of Sales at Fabrication Enterprises
Industry Health, Wellness and Fitness
Experience
Fabrication Enterprises October 2008 - Present
Bear Stearns May 2005 - June 2008
American Express Financial Advisors June 2002 - October 2004
Skills
Sales, Analytics, Marketing, Marketing Strategy, Sales Presentations, Pricing, E-commerce, Management, Time Management, Finance
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, General Management, Finance
Fabrication Enterprises October 2008 - Present
Bear Stearns May 2005 - June 2008
American Express Financial Advisors June 2002 - October 2004
Skills
Sales, Analytics, Marketing, Marketing Strategy, Sales Presentations, Pricing, E-commerce, Management, Time Management, Finance
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, General Management, Finance
David W. Griffis, CFA's American Express Financial Advisors Experience 1990 - 1993
Job Senior Vice President and Senior Investment Officer at Northern Trust
Industry Banking
Experience
Northern Trust August 2011 - Present
National City Bank June 2003 - July 2011
Bank One March 1993 - June 2003
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Capital Markets, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Risk Management, Securities, Series 7, Valuation, Wealth Management
Education
Bluffton University
BA, Organizational Management/Finance
Otterbein University
MBA, Finance Focus
Northern Trust August 2011 - Present
National City Bank June 2003 - July 2011
Bank One March 1993 - June 2003
American Express Financial Advisors 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Capital Markets, Credit, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Risk Management, Securities, Series 7, Valuation, Wealth Management
Education
Bluffton University
BA, Organizational Management/Finance
Otterbein University
MBA, Finance Focus
Mark Olzenak's American Express Financial Advisors Experience July 2003 - September 2005
Job Director, IT Development at DTI LLC
Industry Legal Services
Experience
DTI LLC June 2015 - Present
Merrill Corporation January 2014 - June 2015
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Services, Inc. February 2007 - December 2009
Ameriprise Financial Services, Inc. September 2005 - February 2007
American Express Financial Advisors July 2003 - September 2005
American Express Financial Advisors September 2001 - July 2003
American Express Financial Advisors December 1999 - September 2001
Peregrine Capital Management 1997 - 1999
Rainier Technology 1994 - 1997
Skills
Leadership, Business Analysis, Vendor Management, Data Center, IT Strategy, Project Delivery, SDLC, ITIL, Program Management, Team Building, PMO, Requirements Analysis, Change Management, Project Management, Entrepreneurship, Enterprise Architecture, Risk Management, Service Delivery, Process Improvement, Financial Services, IT Service Management, Disaster Recovery, Project Portfolio..., Outsourcing, Management, Software Project..., CRM, Enterprise Software, Business Process, Security, Software Development, Telecommunications, Business Transformation, PMP, Quality Assurance
Education
Bemidji State University
Bachelor of Science (B.S.)
DTI LLC June 2015 - Present
Merrill Corporation January 2014 - June 2015
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Services, Inc. February 2007 - December 2009
Ameriprise Financial Services, Inc. September 2005 - February 2007
American Express Financial Advisors July 2003 - September 2005
American Express Financial Advisors September 2001 - July 2003
American Express Financial Advisors December 1999 - September 2001
Peregrine Capital Management 1997 - 1999
Rainier Technology 1994 - 1997
Skills
Leadership, Business Analysis, Vendor Management, Data Center, IT Strategy, Project Delivery, SDLC, ITIL, Program Management, Team Building, PMO, Requirements Analysis, Change Management, Project Management, Entrepreneurship, Enterprise Architecture, Risk Management, Service Delivery, Process Improvement, Financial Services, IT Service Management, Disaster Recovery, Project Portfolio..., Outsourcing, Management, Software Project..., CRM, Enterprise Software, Business Process, Security, Software Development, Telecommunications, Business Transformation, PMP, Quality Assurance
Education
Bemidji State University
Bachelor of Science (B.S.)
Stephanie Dolan's American Express Financial Advisors Experience 2003 - 2003
Job Certified Occupational Therapy Assistant, Licensed
Industry Health, Wellness and Fitness
Experience
Intergro Rehabilitation February 2015 - Present
South Pacific Rehabilitation September 2014 - Present
LifeHOUSE Properties/Advantage Rehab Solutions May 2014 - Present
interface rehab, inc. October 2012 - Present
ONR March 2012 - Present
Ben Bridge Jeweler November 2007 - March 2009
US Bank January 2007 - November 2007
Automobile Club of Southern California 2003 - 2007
American Express Financial Advisors 2003 - 2003
Skills
Public Speaking, Rehabilitation, Wellness, Healthcare, Cpr Certified, Occupational Therapy, Stroke Rehabilitation, Health Education, Splinting, Geriatric Rehabilitation, Health Promotion, Rehab, Occupational Therapists, Fitness, Program Development, Traumatic Brain Injury, Team Building, Customer Service, Orthopedic, Leadership, Program Management, Early Intervention, Handwriting Without..., Acute Care, Recruiting, Treatment, Pediatrics, Sales, Training, Therapists, Physical Therapy, Sensory Integration, Team Leadership, Acute Rehabilitation, Sensory Processing, Cerebral Palsy, CPR Certified, Sales Management
Education
Santa Ana College 2009 — 2011
AS, Occupational Therapy Assistant
Gemological Institute of America 2007 — 2007
Accredited Jewlery Professional, Accredited Jewelry Professional
California State University-Fullerton 1994 — 2000
BA, Communications/Public Relations
Fullerton Union High School
Diploma, General Studies
Intergro Rehabilitation February 2015 - Present
South Pacific Rehabilitation September 2014 - Present
LifeHOUSE Properties/Advantage Rehab Solutions May 2014 - Present
interface rehab, inc. October 2012 - Present
ONR March 2012 - Present
Ben Bridge Jeweler November 2007 - March 2009
US Bank January 2007 - November 2007
Automobile Club of Southern California 2003 - 2007
American Express Financial Advisors 2003 - 2003
Skills
Public Speaking, Rehabilitation, Wellness, Healthcare, Cpr Certified, Occupational Therapy, Stroke Rehabilitation, Health Education, Splinting, Geriatric Rehabilitation, Health Promotion, Rehab, Occupational Therapists, Fitness, Program Development, Traumatic Brain Injury, Team Building, Customer Service, Orthopedic, Leadership, Program Management, Early Intervention, Handwriting Without..., Acute Care, Recruiting, Treatment, Pediatrics, Sales, Training, Therapists, Physical Therapy, Sensory Integration, Team Leadership, Acute Rehabilitation, Sensory Processing, Cerebral Palsy, CPR Certified, Sales Management
Education
Santa Ana College 2009 — 2011
AS, Occupational Therapy Assistant
Gemological Institute of America 2007 — 2007
Accredited Jewlery Professional, Accredited Jewelry Professional
California State University-Fullerton 1994 — 2000
BA, Communications/Public Relations
Fullerton Union High School
Diploma, General Studies
James Wallery's American Express Financial Advisors Experience October 1985 - May 1991
Job Vice President, Financial Trading, LNG at Repsol Energy North America
Industry Oil & Energy
Experience
Repsol Energy North America October 2011 - Present
Repsol Energy North America October 2010 - October 2011
Boardwalk Pipeline Partners October 2009 - November 2010
Shell Energy North America October 2001 - October 2009
RSM McGladrey July 1999 - October 2001
Self employed November 1998 - June 1999
Société Générale Asset Management July 1993 - October 1998
Rodman & Renshaw January 1993 - June 1993
Calyon Financial June 1991 - December 1992
American Express Financial Advisors October 1985 - May 1991
Education
The University of Chicago Booth School of Business 1997 — 1998
MBA
Bowling Green State University 1981 — 1985
BSBA
Repsol Energy North America October 2011 - Present
Repsol Energy North America October 2010 - October 2011
Boardwalk Pipeline Partners October 2009 - November 2010
Shell Energy North America October 2001 - October 2009
RSM McGladrey July 1999 - October 2001
Self employed November 1998 - June 1999
Société Générale Asset Management July 1993 - October 1998
Rodman & Renshaw January 1993 - June 1993
Calyon Financial June 1991 - December 1992
American Express Financial Advisors October 1985 - May 1991
Education
The University of Chicago Booth School of Business 1997 — 1998
MBA
Bowling Green State University 1981 — 1985
BSBA
Mark W. Ambrose, CFP's American Express Financial Advisors Experience March 1992 - August 1996
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
S&T Financial Services May 2011 - September 2013
Huntington Investment Company August 2010 - May 2011
PNC Investments/NatCity Investments February 2004 - August 2010
Commonwealth Financial Network at Citizens National Bank and Nexus Financial Grop August 1996 - February 2004
American Express Financial Advisors March 1992 - August 1996
Skills
Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Series 63, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Retirement, Securities, Investment Strategies, Equities, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Financial Advisory
Education
Bowling Green State University 1974 — 1975
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1971 — 1974
Bachelor of Arts (B.A.), Economics
Charles Schwab March 2014 - Present
S&T Financial Services May 2011 - September 2013
Huntington Investment Company August 2010 - May 2011
PNC Investments/NatCity Investments February 2004 - August 2010
Commonwealth Financial Network at Citizens National Bank and Nexus Financial Grop August 1996 - February 2004
American Express Financial Advisors March 1992 - August 1996
Skills
Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Series 63, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Retirement, Securities, Investment Strategies, Equities, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Financial Advisory
Education
Bowling Green State University 1974 — 1975
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1971 — 1974
Bachelor of Arts (B.A.), Economics
Jason Laird's American Express Financial Advisors Experience November 2002 - January 2004
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Capital Analysts Inc./ Lincoln Investment Planning June 2006 - July 2013
Capital Analysts Inc February 2004 - June 2006
American Express Financial Advisors November 2002 - January 2004
Skills
FINRA Arbitrator, FINRA Series 7, FINRA Series 24, Wealth Management, Investment Advisory, Asset Allocation, Series 24, Series 7, Alternative Investments, Investments, Equities, Trading Strategies
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration/Management
BlackRock July 2013 - Present
Capital Analysts Inc./ Lincoln Investment Planning June 2006 - July 2013
Capital Analysts Inc February 2004 - June 2006
American Express Financial Advisors November 2002 - January 2004
Skills
FINRA Arbitrator, FINRA Series 7, FINRA Series 24, Wealth Management, Investment Advisory, Asset Allocation, Series 24, Series 7, Alternative Investments, Investments, Equities, Trading Strategies
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration/Management
Leslie Jensen's American Express Financial Advisors Experience 1995 - 2007
Job Network Engineering Team Lead at Ameriprise Financial
Industry Telecommunications
Experience
Ameriprise Financial November 2007 - Present
Ameriprise Financial January 2005 - November 2007
American Express Financial Advisors 1995 - 2007
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Enterprise Architecture, Cloud Computing, IT Operations, IT Strategy, Disaster Recovery, Microsoft Office, Virtualization, Integration, Leadership, Process Improvement, Visio
Education
Bowling Green State University 1982 — 1986
BS, Computer Science
Ameriprise Financial November 2007 - Present
Ameriprise Financial January 2005 - November 2007
American Express Financial Advisors 1995 - 2007
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Enterprise Architecture, Cloud Computing, IT Operations, IT Strategy, Disaster Recovery, Microsoft Office, Virtualization, Integration, Leadership, Process Improvement, Visio
Education
Bowling Green State University 1982 — 1986
BS, Computer Science
Clifford W. Peterson's American Express Financial Advisors Experience March 2001 - December 2002
Job Environmental Scientist for the State of California at the Department of Pesticide Regulation's Product Compliance Unit
Industry Government Administration
Experience
State of California - Department of Pesticide Regulation November 2005 - Present
Fowler Nurseries, Inc. January 2001 - June 2005
American Express Financial Advisors March 2001 - December 2002
Milhous Feed & Ranch Supply / Milhous Ranch June 1980 - June 1999
US Army November 1988 - November 1996
Skills
Supervisory Skills, Research, Microsoft Office, Environmental Compliance, Environmental Policy, Ecology, Environmental, Administration, Environmental Science, Auditing, Documentation, Analysis, Wildlife
Education
California State University-Chico 1993 — 1996
B.S. - Double, Agricultural Business, Range Management
Sierra College 1991 — 1993
A.S., Animal Science
State of California - Department of Pesticide Regulation November 2005 - Present
Fowler Nurseries, Inc. January 2001 - June 2005
American Express Financial Advisors March 2001 - December 2002
Milhous Feed & Ranch Supply / Milhous Ranch June 1980 - June 1999
US Army November 1988 - November 1996
Skills
Supervisory Skills, Research, Microsoft Office, Environmental Compliance, Environmental Policy, Ecology, Environmental, Administration, Environmental Science, Auditing, Documentation, Analysis, Wildlife
Education
California State University-Chico 1993 — 1996
B.S. - Double, Agricultural Business, Range Management
Sierra College 1991 — 1993
A.S., Animal Science
Jay Grandfield CRPC®'s American Express Financial Advisors Experience August 1999 - October 2006
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
Dayton ohio October 2006 - July 2008
American Express Financial Advisors August 1999 - October 2006
Education
Berry College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Marketing
Ameriprise Financial Services, Inc. August 2008 - Present
Dayton ohio October 2006 - July 2008
American Express Financial Advisors August 1999 - October 2006
Education
Berry College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Marketing
Valerie Timmerman's American Express Financial Advisors Experience 2002 - 2003
Job Independent Human Resources Professional
Industry Human Resources
Experience
American Express Financial Advisors 2002 - 2003
GMAC Insurance January 2001 - April 2002
The Cincinnati Enquirer 1997 - 2000
Kelly Services, Inc 1994 - 1997
Skills
Employee Relations, Hiring, Customer Service, Talent Acquisition, Coaching, Customer Relations, Background Checks, Outlook, Call Center, Interviewing, Performance Management, Interviews
Education
Bowling Green State University 1990 — 1994
Bachelor of Science (B.S.), Art Therapy
American Express Financial Advisors 2002 - 2003
GMAC Insurance January 2001 - April 2002
The Cincinnati Enquirer 1997 - 2000
Kelly Services, Inc 1994 - 1997
Skills
Employee Relations, Hiring, Customer Service, Talent Acquisition, Coaching, Customer Relations, Background Checks, Outlook, Call Center, Interviewing, Performance Management, Interviews
Education
Bowling Green State University 1990 — 1994
Bachelor of Science (B.S.), Art Therapy
Wanda Gray's American Express Financial Advisors Experience 2002 - 2004
Job CoOwner at SOV Premier Logistics, LLC
Industry Financial Services
Experience
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
SOV Premier Logistics, LLC June 2013 - Present
TIAA-CREF March 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo December 2007 - August 2012
American Express Financial Advisors 2002 - 2004
Skills
Commercial Banking, Banking, Wealth Management, Mutual Funds, Customer Relations, Insurance, Customer Service, Strategic Financial..., Financial Analysis, Retirement Planning, Relationship Management, Portfolio Management, Financial Services, Asset Managment, Mortgage Lending, Investments
Education
California Lutheran University 2005 — 2007
Masters of Business Administration, Financial Planning
University of California, Los Angeles 2001 — 2002
Bachelor's of Arts, Sociology
Louise Peach, MBA's American Express Financial Advisors Experience February 2003 - April 2004
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc., Russell, Blanchard & DuBois, LLC November 2005 - Present
Self-Employed May 2004 - October 2005
American Express Financial Advisors February 2003 - April 2004
Bombardier Capital January 2002 - January 2003
United States Trust Company of Boston-Asset Management March 1988 - September 1997
Simon Katz Company September 1986 - March 1988
Education
Boston University - School of Management 1989 — 1993
Master of Business Administration (M.B.A.)
Mount Holyoke College 1982 — 1986
BA
Moravian Academy 1976 — 1982
HS Diploma
Ameriprise Financial Services, Inc., Russell, Blanchard & DuBois, LLC November 2005 - Present
Self-Employed May 2004 - October 2005
American Express Financial Advisors February 2003 - April 2004
Bombardier Capital January 2002 - January 2003
United States Trust Company of Boston-Asset Management March 1988 - September 1997
Simon Katz Company September 1986 - March 1988
Education
Boston University - School of Management 1989 — 1993
Master of Business Administration (M.B.A.)
Mount Holyoke College 1982 — 1986
BA
Moravian Academy 1976 — 1982
HS Diploma
Peggy Shafer's American Express Financial Advisors Experience 2000 - 2001
Job Certified Life Coach
Industry Professional Training & Coaching
Experience
Be Your Own Best Self January 2011 - Present
Central Ohio Technical College March 2006 - August 2012
Zane State College September 2006 - 2012
Nationwide Financial April 2002 - May 2005
American Express Financial Advisors 2000 - 2001
Skills
Teaching, Resume Writing, Coaching, Higher Education, Curriculum Design, Public Speaking, Community Outreach, Training, Adult Education, Curriculum Development, Editing, Transformational Life..., Instructional Design, E-Learning, Distance Learning
Education
Bowling Green State University 1981 — 1983
M.Ed., Guidance and Counseling
Bowling Green State University
M.Ed., Music Education
Be Your Own Best Self January 2011 - Present
Central Ohio Technical College March 2006 - August 2012
Zane State College September 2006 - 2012
Nationwide Financial April 2002 - May 2005
American Express Financial Advisors 2000 - 2001
Skills
Teaching, Resume Writing, Coaching, Higher Education, Curriculum Design, Public Speaking, Community Outreach, Training, Adult Education, Curriculum Development, Editing, Transformational Life..., Instructional Design, E-Learning, Distance Learning
Education
Bowling Green State University 1981 — 1983
M.Ed., Guidance and Counseling
Bowling Green State University
M.Ed., Music Education
Tiffini Sorcic's American Express Financial Advisors Experience July 1998 - October 2000
Job Instructional Design Senior Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo April 2004 - November 2014
Wells Fargo Investments October 2000 - April 2004
American Express Financial Advisors July 1998 - October 2000
Skills
Needs Analysis, Learning Management, Performance Consulting, Instructional Design, Blended Learning, Training Delivery, Call Centers, Organizational..., E-Learning, Series 7, Learning Management..., Career Development, FINRA Series 7 and 63..., Instructor-led Training, Employee Training, Talent Management, Performance Improvement, Organizational Learning, Distance Learning, Performance Measurement, Virtual Instructor Led..., Formation Evaluation, Program Evaluation, Learning Strategy, Team Building, Coaching, Leadership
Education
Boise State University 2010 — 2014
M.S., Organizational Performance and Workplace Learning
Boise State University 2010 — 2014
Graduate Certificate in Workplace Performance Improvement
Columbia College 2006 — 2008
BA, Psychology
Salt Lake Community College 1995 — 1997
General Ed and Business
Wells Fargo November 2014 - Present
Wells Fargo April 2004 - November 2014
Wells Fargo Investments October 2000 - April 2004
American Express Financial Advisors July 1998 - October 2000
Skills
Needs Analysis, Learning Management, Performance Consulting, Instructional Design, Blended Learning, Training Delivery, Call Centers, Organizational..., E-Learning, Series 7, Learning Management..., Career Development, FINRA Series 7 and 63..., Instructor-led Training, Employee Training, Talent Management, Performance Improvement, Organizational Learning, Distance Learning, Performance Measurement, Virtual Instructor Led..., Formation Evaluation, Program Evaluation, Learning Strategy, Team Building, Coaching, Leadership
Education
Boise State University 2010 — 2014
M.S., Organizational Performance and Workplace Learning
Boise State University 2010 — 2014
Graduate Certificate in Workplace Performance Improvement
Columbia College 2006 — 2008
BA, Psychology
Salt Lake Community College 1995 — 1997
General Ed and Business
Eileen Cioe, CFP®,CFS®, CLTC's American Express Financial Advisors Experience June 1986 - December 2001
Job CERTIFIED FINANCIAL PLANNER™,professional/Financial Services Representative
Industry Financial Services
Experience
MetLife October 2002 - Present
MetLife October 2002 - October 2011
American Express Financial Advisors June 1986 - December 2001
Skills
Retirement Planning, Insurance, IRAs, Employee Benefits, 401k, Disability Insurance, Life Insurance, Health Insurance, Wealth Management, Series 63, Personal Finance, Investments, Variable Annuities, Long Term Care Insurance, Series 7, Asset Managment, Risk Management, Financial Education, Corporate Benefits, Stocks/Bonds/Mutual...
Education
The University of Memphis 1971 — 1973
M.A., Sociology and Labor Economics
Bryant University 1961 — 1969
B.S., Business
American College
Certified Fund Specialist, Mutual Funds
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™,Professional
MetLife October 2002 - Present
MetLife October 2002 - October 2011
American Express Financial Advisors June 1986 - December 2001
Skills
Retirement Planning, Insurance, IRAs, Employee Benefits, 401k, Disability Insurance, Life Insurance, Health Insurance, Wealth Management, Series 63, Personal Finance, Investments, Variable Annuities, Long Term Care Insurance, Series 7, Asset Managment, Risk Management, Financial Education, Corporate Benefits, Stocks/Bonds/Mutual...
Education
The University of Memphis 1971 — 1973
M.A., Sociology and Labor Economics
Bryant University 1961 — 1969
B.S., Business
American College
Certified Fund Specialist, Mutual Funds
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™,Professional
James Wightman's American Express Financial Advisors Experience January 1990 - December 1997
Job Director, Compliance & Performance Assessment
Industry Government Administration
Experience
Salt Lake County July 2000 - Present
Zions Bank January 1998 - June 2000
American Express Financial Advisors January 1990 - December 1997
Education
Brigham Young University 1981 — 1983
Master of Accountancy (MAcc), Emphasis in Taxation
Utah State University 1970 — 1972
M.B.A., Emphasis in Finance
University of Utah - David Eccles School of Business 1965 — 1970
Bachelor, Management
Salt Lake County July 2000 - Present
Zions Bank January 1998 - June 2000
American Express Financial Advisors January 1990 - December 1997
Education
Brigham Young University 1981 — 1983
Master of Accountancy (MAcc), Emphasis in Taxation
Utah State University 1970 — 1972
M.B.A., Emphasis in Finance
University of Utah - David Eccles School of Business 1965 — 1970
Bachelor, Management
Roger Segal's American Express Financial Advisors Experience November 1997 - November 1999
Job Vice President, Wealth Management Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 1999 - December 2014
American Express Financial Advisors November 1997 - November 1999
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Relationship Management, Fixed Income, Strategic Financial..., Asset Management, Series 7, Banking, Series 63, Risk Management, Financial Analysis, Insurance, Series 9 & 10, Certified Financial...
Education
Columbia Univeristy Graduate School of Arts and Sciences 1989 — 1996
Master of Arts (M.A.); Master of Philosophy (M.Phil.)
Brandeis University 1980 — 1984
Bachelor of Arts (B.A.)
Fidelity Investments January 2015 - Present
Fidelity Investments November 1999 - December 2014
American Express Financial Advisors November 1997 - November 1999
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Relationship Management, Fixed Income, Strategic Financial..., Asset Management, Series 7, Banking, Series 63, Risk Management, Financial Analysis, Insurance, Series 9 & 10, Certified Financial...
Education
Columbia Univeristy Graduate School of Arts and Sciences 1989 — 1996
Master of Arts (M.A.); Master of Philosophy (M.Phil.)
Brandeis University 1980 — 1984
Bachelor of Arts (B.A.)
Prabhakar Santhanakrishnan's American Express Financial Advisors Experience December 1997 - September 2000
Job Pension Solutions Implementation Vitech Systems Group
Industry Information Technology and Services
Experience
Vitech Systems Group October 2012 - Present
Sagitec July 2011 - October 2012
Wells Fargo January 2011 - June 2011
STRS Ohio January 2001 - December 2010
Ohio Bureau of Motor Vehicles September 2000 - January 2001
American Express Financial Advisors December 1997 - September 2000
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Software Project..., Integration, JAD, System Design, Pension Systems, Analysis, Data Warehousing, DB2, Software Development, User Acceptance Testing, Testing, Visio, Business Requirements, Business Process
Education
Central Michigan University 2004 — 2006
M.S, Computer Science
Bharathidasan University 1995 — 1995
PGDCA, Computer Science
Bharathidasan University 1993 — 1995
M.Com, Accounting
Vitech Systems Group October 2012 - Present
Sagitec July 2011 - October 2012
Wells Fargo January 2011 - June 2011
STRS Ohio January 2001 - December 2010
Ohio Bureau of Motor Vehicles September 2000 - January 2001
American Express Financial Advisors December 1997 - September 2000
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Software Project..., Integration, JAD, System Design, Pension Systems, Analysis, Data Warehousing, DB2, Software Development, User Acceptance Testing, Testing, Visio, Business Requirements, Business Process
Education
Central Michigan University 2004 — 2006
M.S, Computer Science
Bharathidasan University 1995 — 1995
PGDCA, Computer Science
Bharathidasan University 1993 — 1995
M.Com, Accounting
Jeffrey Brooker's American Express Financial Advisors Experience November 1995 - December 1999
Job Client Services/Finance
Industry Financial Services
Experience
self employed 2002 - Present
Triton Technologies December 2005 - March 2007
Staples December 2003 - December 2005
Scudder Investments September 2000 - April 2002
Blue Cross Blue Shield of Massachusetts December 1999 - September 2000
American Express Financial Advisors November 1995 - December 1999
Education
Bridgewater State University 1994 — 1997
Bachelor of Science, Financial Management
self employed 2002 - Present
Triton Technologies December 2005 - March 2007
Staples December 2003 - December 2005
Scudder Investments September 2000 - April 2002
Blue Cross Blue Shield of Massachusetts December 1999 - September 2000
American Express Financial Advisors November 1995 - December 1999
Education
Bridgewater State University 1994 — 1997
Bachelor of Science, Financial Management
Carlo Panaccione, CFP®'s American Express Financial Advisors Experience December 1986 - December 1998
Job Founder, CEO, Private Wealth Advisor at Navigation Group, Inc.
Industry Financial Services
Experience
Navigation Group Wealth Planning and Management December 1998 - Present
LPL Financial 1998 - 2009
LPL Financial 1998 - 2009
American Express Financial Advisors December 1986 - December 1998
Education
California State University-Chico 1980 — 1983
BS, Communication, Business
Navigation Group Wealth Planning and Management December 1998 - Present
LPL Financial 1998 - 2009
LPL Financial 1998 - 2009
American Express Financial Advisors December 1986 - December 1998
Education
California State University-Chico 1980 — 1983
BS, Communication, Business
David Thimme's American Express Financial Advisors Experience 1994 - 1995
Job Business Information Analyst at Compass Group North America
Industry Financial Services
Experience
Compass Group North America July 2012 - Present
SMB Internet Authority October 2010 - May 2015
Aquasana For Life 2007 - May 2015
ArnoldIT 2010 - 2010
Oldham County Public Schools & Private Schools 2007 - 2009
Princeton Retirement Group, Inc. (Formerly Invesco Retirement, Inc.) 2000 - 2004
SunTrust Bank 1999 - 2000
First Union National Bank 1989 - 1999
MCI Worldcom 1995 - 1997
American Express Financial Advisors 1994 - 1995
Skills
Online Marketing, Entrepreneurship, Email Marketing, SEO, Small Business, Social Media Marketing, Start-ups, Marketing, Blogging, Marketing Strategy, SEM
Education
University of Louisville 2004 — 2006
M.A., English
Bradley University 1991 — 1993
B.S., Business Management
Barrington High School
Compass Group North America July 2012 - Present
SMB Internet Authority October 2010 - May 2015
Aquasana For Life 2007 - May 2015
ArnoldIT 2010 - 2010
Oldham County Public Schools & Private Schools 2007 - 2009
Princeton Retirement Group, Inc. (Formerly Invesco Retirement, Inc.) 2000 - 2004
SunTrust Bank 1999 - 2000
First Union National Bank 1989 - 1999
MCI Worldcom 1995 - 1997
American Express Financial Advisors 1994 - 1995
Skills
Online Marketing, Entrepreneurship, Email Marketing, SEO, Small Business, Social Media Marketing, Start-ups, Marketing, Blogging, Marketing Strategy, SEM
Education
University of Louisville 2004 — 2006
M.A., English
Bradley University 1991 — 1993
B.S., Business Management
Barrington High School
Brian Brodeur's American Express Financial Advisors Experience June 2003 - August 2003
Job Vice President Fund Administration
Industry Financial Services
Experience
State Street December 2004 - Present
JPMorgan Chase October 2003 - December 2003
American Express Financial Advisors June 2003 - August 2003
Skills
Project Implementation, US GAAP, Investment Companies, Derivatives, Compliance, Mutual Funds, Lean Initiatives, Expense Budgeting, Alternative Investments, Financial Reporting, SEC reporting, Financial Services, Investments, Securities, Fund Administration, Budgets, SEC filings
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
State Street December 2004 - Present
JPMorgan Chase October 2003 - December 2003
American Express Financial Advisors June 2003 - August 2003
Skills
Project Implementation, US GAAP, Investment Companies, Derivatives, Compliance, Mutual Funds, Lean Initiatives, Expense Budgeting, Alternative Investments, Financial Reporting, SEC reporting, Financial Services, Investments, Securities, Fund Administration, Budgets, SEC filings
Education
Boston University - School of Management 2000 — 2004
BSBA, Finance
Mary Quigley's American Express Financial Advisors Experience 1980 - 2002
Job Business Analyst at TCF Bank
Industry Banking
Experience
TCF Bank 2011 - Present
MoneyGram International 2009 - 2011
MoneyGram International 2004 - 2007
American Express Financial Advisors 1980 - 2002
Skills
Banking, Skills acquired;, Business Analysis, Anti Money Laundering, Visio, Training, User Acceptance Testing, Management, Team Leadership, Requirements Analysis, Requirements Gathering
Education
Brown College 2003 — 2006
Bachelor's degree, Criminal Justice, 3.94
Brown College 2003 — 2006
Bachelor of Science (BS), Criminal Justice and Corrections
TCF Bank 2011 - Present
MoneyGram International 2009 - 2011
MoneyGram International 2004 - 2007
American Express Financial Advisors 1980 - 2002
Skills
Banking, Skills acquired;, Business Analysis, Anti Money Laundering, Visio, Training, User Acceptance Testing, Management, Team Leadership, Requirements Analysis, Requirements Gathering
Education
Brown College 2003 — 2006
Bachelor's degree, Criminal Justice, 3.94
Brown College 2003 — 2006
Bachelor of Science (BS), Criminal Justice and Corrections
Penni Pease-Shafer's American Express Financial Advisors Experience 2000 - 2003
Job CEO at Lawnscapes Incorporated
Industry Facilities Services
Experience
JPS Outdoor Services 1994 - Present
American Express Financial Advisors 2000 - 2003
Skills
Strategic Financial..., Financial Analysis, Finance, Leadership, Team Building, Risk Management, Forecasting, Management, Operations Management, Small Business, Sales, Managerial Finance, Contract Negotiation, Marketing, Sales Management, Financial Planning
Education
Western Michigan University - Haworth College of Business 1990 — 1993
California State Polytechnic University-Pomona 1985 — 1989
Hospitality Management
JPS Outdoor Services 1994 - Present
American Express Financial Advisors 2000 - 2003
Skills
Strategic Financial..., Financial Analysis, Finance, Leadership, Team Building, Risk Management, Forecasting, Management, Operations Management, Small Business, Sales, Managerial Finance, Contract Negotiation, Marketing, Sales Management, Financial Planning
Education
Western Michigan University - Haworth College of Business 1990 — 1993
California State Polytechnic University-Pomona 1985 — 1989
Hospitality Management
Rick Monaco's American Express Financial Advisors Experience 2004 - 2006
Job Personal Banker at Citibank
Industry Banking
Experience
Citibank 2006 - 2014
American Express Financial Advisors 2004 - 2006
Skills
Finance, Series 7, Notary Public, Mortgage Lending, Loans, Series 63, CA State Insurance..., Sales, Series 66, Loan Origination, Consumer Lending, Small Business Lending, Retail Banking, Credit, Management
Education
California State University San Marcos 2014 — 2016
FEMBA, College of Business Administration
Northern Illinois University 1989 — 1994
Bachelor's degree, Finance, General
Citibank 2006 - 2014
American Express Financial Advisors 2004 - 2006
Skills
Finance, Series 7, Notary Public, Mortgage Lending, Loans, Series 63, CA State Insurance..., Sales, Series 66, Loan Origination, Consumer Lending, Small Business Lending, Retail Banking, Credit, Management
Education
California State University San Marcos 2014 — 2016
FEMBA, College of Business Administration
Northern Illinois University 1989 — 1994
Bachelor's degree, Finance, General
Deborah Garza's American Express Financial Advisors Experience January 2002 - June 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2013
American Express Financial Advisors January 2002 - June 2006
Designs In Life Insurance Marketing January 1996 - November 1999
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor's degree, Business Administration, Finance
Cuesta College 1988 — 1991
Associate of Arts (AA), Business Administration and Management, General
Atascadero High School
Ameriprise Financial Services, Inc. July 2013 - Present
Ameriprise Financial Services, Inc. February 2007 - July 2013
American Express Financial Advisors January 2002 - June 2006
Designs In Life Insurance Marketing January 1996 - November 1999
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor's degree, Business Administration, Finance
Cuesta College 1988 — 1991
Associate of Arts (AA), Business Administration and Management, General
Atascadero High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.