American Express Financial Advisors Inc.

Industry: Financial services company

Description

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

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American Express Financial Advisors Inc. Employees

Employee
Years
Job
Industry
David Foshe David Foshe Greater Denver Area Details
David Foshe's American Express Financial Advisors Inc. Experience October 1997 - December 2000
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO, LLC   January 2014 - Present
Forsythe Solutions Group, Inc.   January 2010 - October 2013
Paragon Solutions Group  November 2003 - December 2009
CUNA Mutual Group  January 2001 - March 2003
American Express Financial Advisors, Inc.   October 1997 - December 2000
Central Valley General Hospital   January 1993 - September 1997

Skills
Vendor Management, Business Analysis, Process Improvement, Budgets, Integration, Strategic Planning, Management, Team Leadership, Business Process..., Change Management, Sales, Cross-functional Team..., Strategy, Business Strategy, Leadership, Business Development, Solution Selling, Enterprise Software, SaaS, Finance, Risk Management, Strategic Partnerships, Analysis, Financial Analysis, Accounting, Salesforce.com, Professional Services, Start-ups, Mergers & Acquisitions, Due Diligence, Forecasting

Education
Iowa State University   1982 — 1986
Bachelor of Business Administration (BBA), Accounting

Iowa State University   1982 — 1986
Bachelor’s Degree, Accounting

Kristin Chim Kristin Chim Greater Minneapolis-St. Paul Area Details
Kristin Chim's American Express Financial Advisors Inc. Experience January 2001 - January 2003
Job Financial Advisor with CUSO Financial Services L.P. at South Metro Wealth Management
Industry Financial Services
Experience
CUSO Financial Services, L.P, South Metro Wealth Management   January 2011 - Present
FIRST AMERICAN FUNDS  August 2007 - December 2010
RiverSource  2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC  January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC  January 2001 - January 2003
Washburn-McReavy Funeral Chapels  January 1999 - January 2001

Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning

Education
UNIVERSITY OF MINNESOTA   1997 — 1999
Bachelor of Science

Minnesota State University, Mankato   1995 — 1997

Chuck Cochran Chuck Cochran Minneapolis, Minnesota Details
Chuck Cochran's American Express Financial Advisors Inc. Experience January 2001 - January 2004
Job Director of Operations/OSJ Branch Manager at Bennett, Mastin & Kosmak, Inc.
Industry Financial Services
Experience
Bennett, Mastin & Kosmak, Inc.   January 2014 - Present
Northland Securities  June 2011 - November 2013
Allianz Life  May 2009 - February 2010
Allianz Life  March 2007 - May 2009
American Express Financial Advisors, Inc  January 2001 - January 2004

Education
Principia College
B.A, Political Science

Joseph Steiger Joseph Steiger Solon, Ohio Details
Joseph Steiger's American Express Financial Advisors Inc. Experience January 1995 - November 1995
Job Field Service at US Census Dept
Industry Financial Services
Experience
US Census Dept  March 2015 - Present
UnitedHealth Care  September 2013 - Present
IRS VITA  November 2004 - Present
Steiger and Steiger Financial Services   November 2005 - Present
Charles Schwab  1996 - 2002
American Express Financial Advisors Inc  January 1995 - November 1995
American First Mortgage  February 1990 - October 1994

Skills
Finance, Health Insurance, Managerial Finance, Medicare, Personal Finance, Security, Tax Preparation, Financial Modeling, Insurance, Financial Reporting, Office Management, Accounting, Property & Casualty..., Process Improvement, Forecasting, Volunteer Management

Education
The Ohio State University
Bachelor's degree, Finance, General

Jennifer Rakow Jennifer Rakow Greater Minneapolis-St. Paul Area Details
Jennifer Rakow's American Express Financial Advisors Inc. Experience February 1998 - August 2000
Job Marketing and Client Service Professional at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
JenUWin Designs   January 2002 - Present
Fision; Cloud-based Marketing Automation & Sales Enablement   September 2012 - April 2013
Ameriprise Financial, Inc.   March 2011 - August 2012
RiverSource Distributors, Inc.   August 2000 - February 2011
American Express Financial Advisors, Inc.   February 1998 - August 2000
American Express Financial Advisors, Inc.   February 1995 - February 1998

Skills
Dreamweaver, InDesign, Photoshop, Illustrator, PowerPoint, Microsoft Excel, Visio, Adobe Acrobat, Adobe Creative Suite, Marketing Communications, Email Marketing, Graphic Design, Project Management, Marketing, Advertising, Project Coordination, Layout, HTML, CRM, Microsoft Word, Organization, Helping Clients Succeed, Events, QuarkXPress, Social Media, Outlook, XHTML, Web Design, Multimedia, Pre-press, Print Production Process, Sales, Strategy, Management, Brochures, Event Planning, Event Management, Training, Leadership, Brand Management, Editing, Marketing Management, Account Management, Social Media Marketing, Time Management

Education
Hennepin Technical College
Associate of Applied Science (AAS) Degree, Electronic Publishing, Graphic Design, GPA: 3.94

Alexandria Technical College
Diploma, Marketing, Sales and Business

Paul Mata Paul Mata Rancho Cucamonga, California Details
Paul Mata's American Express Financial Advisors Inc. Experience 1992 - 2005
Job President and CEO of Logos Lifetime Enterprises
Industry Professional Training & Coaching
Experience
Logos Lifetime Enterprises   January 2012 - Present
World Gardens Cafe   2011 - Present
Logos Real Estate Holdings   2011 - Present
Logos Insurance Group   2010 - Present
Secured Capital Investments   2008 - Present
Renaissance Title   2007 - Present
Peak Management  2002 - Present
Logos Wealth Advisors   March 2009 - March 2012
Ameriprise Financial Services Inc.  2005 - March 2009
American Express Financial Advisors, Inc.   1992 - 2005

Skills
Leadership Development, Social Media, Public Speaking, Negotiation, Business Strategy, Strategic Planning, Executive Coaching, Entrepreneurship, Coaching, Non-profits, Business Development, Strategy, Leadership, Program Management, Small Business, Team Building, Strategic Financial..., Mergers & Acquisitions, Start-ups, Investment Properties, Management, Fundraising, Marketing Strategy, Training, Marketing, Insurance, Social Media Marketing, Social Networking, New Business Development, Customer Service, Nonprofits, Organizational..., Teaching, Management Consulting, Investments, Finance, Team Leadership, Contract Negotiation, Venture Capital, Recruiting, Sales, Project Management, Business Planning, Change Management, Budgets

Education
California State University-San Bernardino   1985 — 1987
Bachelor of Science (BS), Finance, General

Chaffey College

Sam Franzosa Sam Franzosa Greater New York City Area Details
Sam Franzosa's American Express Financial Advisors Inc. Experience June 2001 - September 2004
Job Cllient Relationship & Solution Selling Executive
Industry Information Services
Experience
Dun & Bradstreet  April 2013 - Present
Dun & Bradstreet  March 2010 - March 2013
Dun & Bradstreet  October 2006 - April 2010
Dun & Bradstreet  September 2004 - September 2006
American Express Financial Advisors Inc  June 2001 - September 2004

Skills
Sales, Global Strategy, Business Analysis, Leadership, Sales Process, New Business Development, Solution Selling, Analytics, Financial Risk, Marketing Strategy, Business Planning, CRM, Marketing, Salesforce.com, Risk Management, Training, SaaS, Account Management, Business Development, B2B, Lead Generation, Direct Sales, Financial Services, Underwriting, Automated Underwriting..., Digital Marketing, Eloqua, D&B, Online Marketing, Online Lead Generation, Data Warehousing, Data Security, SAP BI, Data Analysis, Data Mining, Data Modeling, Big Data, Big Data Analytics, Forecasting, Strategy, Customer Retention

Education
Moravian College   1997 — 2001
B.A., Accounting

Aaron Adkins Aaron Adkins Columbus, Ohio Area Details
Aaron Adkins's American Express Financial Advisors Inc. Experience 1998 - 1999
Job Internal Client Advisor at JP Morgan Asset Management
Industry Financial Services
Experience
NATIONWIDE FINANCIAL  August 2004 - May 2010
NATIONWIDE RETIREMENT SOLUTIONS  February 2000 - August 2004
AMERICAN EXPRESS FINANCIAL ADVISORS, INC  1998 - 1999

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Series 63, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Securities, Wealth Management, 401k, Finance, Executive Presentation..., Executive Level..., Strategic Financial..., Financial Planning

Education
Ohio University   1994 — 1998
Bachelor of Business Administration, Finance

Colleene Kiley Colleene Kiley Greater Boston Area Details
Colleene Kiley's American Express Financial Advisors Inc. Experience January 1997 - October 2003
Job Critical Environment Specialist at VWR
Industry Biotechnology
Experience
VWR International  June 2013 - Present
VistaLab Technologies, Inc.   August 2005 - May 2013
Solvay Pharmaceuticals  October 2003 - June 2005
American Express Financial Advisors, Inc.   January 1997 - October 2003

Skills
Account Management, Consultative Selling, Medical Devices, Sales Management, New Business Development, Marketing, Sales, Business Development, Business Planning, Business Strategy, Key Account Management, Management, Training, Program Management, Selling

Education
Suffolk University - Sawyer School of Management   2008 — 2012
Master of Business Administration (MBA)

Loyola University of Chicago   1986 — 1989
B.S. Business Administration, Economics

Loyola University of Rome Italy   1988 — 1988
International Business, Art

Bill Ezell Bill Ezell Brentwood, Tennessee Details
Bill Ezell's American Express Financial Advisors Inc. Experience September 1992 - December 2005
Job Promoting and Marketing a Real Estate Development
Industry Real Estate
Experience
Ezell Properties, LLC   January 2003 - Present
American Express Financial Advisors, Inc  September 1992 - December 2005

Education
University of Alabama   1987 — 1991
BS, Finance

Greg Wenker Greg Wenker Minneapolis, Minnesota Details
Greg Wenker's American Express Financial Advisors Inc. Experience July 2002 - June 2007
Job Senior Project Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank   September 2013 - Present
Shoes For Crews  June 2012 - June 2013
Ameriprise Financial  July 2007 - February 2012
American Express Financial Advisors, Inc  July 2002 - June 2007
American Express Financial Advisors Inc  May 1998 - June 2002
American Express Financial Advisors Inc  April 1997 - May 1998

Skills
Microsoft Office Suite, Salesforce.com, Project Management, Program Management, International Marketing, Catalog Development, Electronic Commerce..., Team Leadership, Direct Mail Campaigns, Print Production Process, Adobe Dreamweaver, Microsoft Office, Vendor Management, Cross Channel Marketing, Lead Generation, Leadership, Interactive Marketing

Education
St. Cloud State University   1988 — 1992
B.S., Marketing, English

Anjali Ghai Anjali Ghai San Francisco Bay Area Details
Anjali Ghai's American Express Financial Advisors Inc. Experience 1992 - 2000
Job Chief Financial Officer
Industry Computer Software
Experience
Fiorano Software Inc.   2000 - Present
American Express Financial Advisors Inc.   1992 - 2000
Ballarpur Industries Limited  1984 - 1990

Skills
Finance, Banking, Strategic Financial..., Tax, Financial Analysis, Investments, Corporate Finance, Financial Reporting, Accounting, Business Strategy, Business Analysis, Mergers, Due Diligence, Business Development, Start-ups, Management, Strategy, Internal Audit, Business Process..., Mergers & Acquisitions, Entrepreneurship, Executive Management

Education
University of Illinois at Urbana-Champaign   1991 — 1992
CPA from AICPA, Professional Accounting and Finance

The Institute of Chartered Accountants of India   1980 — 1983
ACA, Professional Accounting, Finance, Corporate Law and Taxation

Brian Keith Gerhardson, CFP® Brian Keith Gerhardson, CFP® Greater Boston Area Details
Brian Keith Gerhardson, CFP®'s American Express Financial Advisors Inc. Experience January 1995 - October 2005
Job Private Wealth Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1988 - Present
American Express Financial Advisors, Inc.   January 1995 - October 2005
Land O'Lakes  July 1986 - September 1987

Education
University of Minnesota-Twin Cities   1981 — 1986
Bachelor of Science, Business Administration

Orono   1976 — 1979

Tibor Dani, Jr., CFP® Tibor Dani, Jr., CFP® Greater New York City Area Details
Tibor Dani, Jr., CFP®'s American Express Financial Advisors Inc. Experience 2001 - 2003
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2003 - Present
American Express Financial Advisors Inc.   2001 - 2003
American Express Financial Advisors Inc.   2000 - 2001

Education
University of Rochester   1995 — 1999
BA, Political Science

Ivan Self Ivan Self Irving, Texas Details
Ivan Self's American Express Financial Advisors Inc. Experience 1993 - 1995
Job New Business Manager at Solartrac LLC
Industry Real Estate
Experience
Solartrac LLC   July 2015 - Present
TX Smiler   2014 - Present
DRI REAL ESTATE, LLC   November 2011 - 2014
1st Choice Family Financial   2007 - October 2011
Carteret Mortgage  2005 - 2008
PLAINS CAPITAL BANK / PRIME LENDING   2001 - 2005
FOX & COMPANY INVESTMENTS INC.   1996 - March 1998
BARRON CHASE SECURITIES, INC   1996 - 1997
ARGENT SECURITIES   1995 - 1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC.   1993 - 1995

Skills
Financial Analysis, Entrepreneurship, Foreclosures, Loan Origination, Real Estate, Mortgage Lending, Loans, Investments, Finance, Solar Energy, Credit, Banking, Leadership, Investment Properties, Photovoltaics, Accounting, Sales, Strategic Planning, Mortgage Banking

Education
MyCC,COM   2010 — 2011
Computer IT, Systems Science and Theory

University of North Carolina at Pembroke   1984 — 1989
Bachelor Degree, Business & Pre Law

Eric K. Peterson, CFP® Eric K. Peterson, CFP® Springfield, Missouri Area Details
Eric K. Peterson, CFP®'s American Express Financial Advisors Inc. Experience August 1985 - October 1991
Job President of Peterson Wealth Advisors
Industry Investment Management
Experience
Peterson Wealth Advisors   July 2005 - Present
Commonwealth Financial Network  August 2011 - Present
Peterson Wealth Advisors   2001 - 2015
Integrated Financial Group  January 2009 - July 2011
Securities America, Inc. / Securities America Advisors, Inc.   July 2001 - July 2011
Heim & Young Securities, Inc./Heim & Young Advisors, Inc.   January 1996 - July 2001
Securities America, Inc./Heim & Young Advisors, Inc.   October 1991 - December 1995
American Express Financial Advisors, Inc.   August 1985 - October 1991

Skills
Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Planning, 401(k) and Retirement..., Risk Management, Investments, Securities, Financial Services, Finance

Education
Augustana College   1982 — 1983
BS, Business Administration

University of Illinois at Urbana-Champaign   1970 — 1974
Bachelor's degree, Business

Troy Turley Troy Turley Oneonta, New York Details
Troy Turley's American Express Financial Advisors Inc. Experience 1998 - 1999
Job President at Apple Converting, Inc
Industry Printing
Experience
Apple Converting, Inc   May 2011 - Present
Chesapeake Pharmaceutical Packaging  December 2008 - April 2011
Chesapeake Pharmaceutical and Healthcare Packaging   September 2005 - December 2008
Chesapeake Printing & Packaging Company   November 2003 - September 2005
Chesapeake Printing and Packaging Company   July 2002 - November 2003
Chesapeake Corporation  June 1999 - July 2002
American Express Financial Advisors Inc.   1998 - 1999
General Motors do Brasil  1997 - 1997
Robo Pitch Stadium   1992 - 1996

Skills
Packaging, Strategic Sourcing, Pre-press, Continuous Improvement, Change Management, Account Management, Key Account Management, Sales Management, Operations Management, Six Sigma, Process Improvement, Forecasting, Consumer Products, Flexo, Magazines, Offset Printing, Manufacturing, Strategic Planning, New Business Development, GMP, Plastics, Leadership, 5S, Color Management, Lean Manufacturing, Negotiation, Executive Management, Digital Printing, Budgets, Business Development, Newsletters, Supply Chain, International Business, Print Management, Retail Packaging, Labels, Food Packaging, Corrugated, Advertising, Organizational..., Purchasing, Wide Format Printing, Product Development, Variable Data Printing, Trade Shows, P&L Management, Sales, Cross-functional Team..., B2B, International Sales

Education
Thunderbird School of Global Management   1997 — 1998
MBA

Arizona State University   1993 — 1996
Bachelors

Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF Greater New York City Area Details
Daniel R. Masiello, CFP®, CLU®, ChFC®, CFS®, LUTCF's American Express Financial Advisors Inc. Experience 1998 - 2005
Job MASIELLO, NICOLOSI & ASSOCIATES, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Ameriprise Financial Services, Inc.   June 2013 - March 2015
Ameriprise Financial Services, Inc.   September 2005 - June 2013
American Express Financial Advisors, Inc.   1998 - 2005
American Express Financial Advisors, Inc.   September 1989 - June 1998
American Express Financial Advisors  January 1989 - May 1998
American Express Financial Advisors, Inc.   September 1987 - May 1989

Education
New York Institute of Technology   1977 — 1982
bs, psychology

Holy Cross High School   1973 — 1977
High School

Cathy Sletten Cathy Sletten Greater Minneapolis-St. Paul Area Details
Cathy Sletten's American Express Financial Advisors Inc. Experience 1992 - 2003
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Sletten Design, Inc.   2003 - Present
Beyond Boardroom Doors   2003 - Present
American Express Financial Advisors, Inc.   1992 - 2003
JMF Advertising & New Homes Magazine   1978 - 1988

Skills
Graphic Design, Graphics, Layout, Adobe Creative Suite, Art Direction, Creative Direction, Corporate Identity, Branding & Identity, Brand Development, Image Manipulation, Retouching, Typography, Collateral, Brochures, Flyers, Direct Mail, Posters, Business Cards, InDesign, Photoshop, Illustrator, Adobe Acrobat, Web Design, Banners, Dreamweaver, Illustration

Education
Augsburg College
BA, double major in art and music

Hennepin Technical College
web design

Minneapolis College of Art and Design
2 years - graphic design and photography

University of Minnesota-Twin Cities
2 years - graphic design and illustration

Diane Dippoliti Diane Dippoliti Greater Detroit Area Details
Diane Dippoliti's American Express Financial Advisors Inc. Experience October 1999 - June 2003
Job Senior Sales Associate
Industry Insurance
Experience
Aflac  March 2006 - Present
JB Robinson Jewelers  October 2003 - February 2006
American Express Financial Advisors, Inc  October 1999 - June 2003

Skills
Employee Benefits, Insurance, Customer Service, Disability Insurance, Accident, Life Insurance, Term Life Insurance, Whole Life, Sales Management, Cafeteria Plans, Selling, Training, Critical Illness, Human Resources, Business Development, Benefits Administration, Sales, Health Insurance, Flexible Spending..., Health Savings Accounts

Education
Lawrence Technological University   1991 — 1996
Bachelor of Science in Business Administration, Human Resource Management

Arkady Milgram, ChFC, CLU, ChSNC, CLF Arkady Milgram, ChFC, CLU, ChSNC, CLF Greater Los Angeles Area Details
Arkady Milgram, ChFC, CLU, ChSNC, CLF's American Express Financial Advisors Inc. Experience 1998 - 2001
Job Financial Strategist, Special Care Planner
Industry Financial Services
Experience
MassMutual Greater Los Angeles  2005 - Present
New York Life  February 2004 - May 2005
MONY Group, Inc.   2002 - 2004
American Express Financial Advisors, Inc.   1998 - 2001

Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Estate Planning, Retirement, Life Insurance, Wealth Accumulation, IRAs, Insurance, Strategic Financial..., Wealth Management, Financial Planners, Investment Advisory, Investments, Mutual Funds, 401k, Term Life Insurance, Securities, Financial Advisory, Series 7, Wealth, Series 63, Pensions, Finance, Portfolio Management, Financial Services, Long Term Care Insurance, Personal Finance, Roth IRA, Wealth Management..., 401k Rollovers, College Savings Plans, Investment Strategies, Asset Allocation, Whole Life, High Net Worth..., Financial Planning

Education
The American College   2009 — 2010
CLU, Life and health insurance, pensions, investments, income tax, group benefits

The American College   2007 — 2009
Special Care Planning Certification, Estate & Tax Planning, Government Benefit Programs

The American College   2002 — 2005
CLF®, Chartered Leadership Fellow® - Field Management & Leadership

Lomonosov Moscow State Academy of Fine Chemical Technology (MITHT)   1980 — 1986
Master of Science, Biochemistry

David J Novick, CFP, ChFC, CLU, MBA David J Novick, CFP, ChFC, CLU, MBA Greater Philadelphia Area Details
David J Novick, CFP, ChFC, CLU, MBA's American Express Financial Advisors Inc. Experience September 1995 - February 1997
Job at Prometheus Capital Management Corp
Industry Financial Services
Experience
Prometheus Capital Management   November 2003 - Present
MetLife Securities  January 2001 - November 2003
Prudential Insurance Company of America  February 1997 - December 2000
American Express Financial Advisors Inc  September 1995 - February 1997

Skills
Retirement Planning, Investments, Annuities, Insurance, Mutual Funds, Financial Analysis, Asset Management, Estate Planning, Financial Planning, Wealth Management, Long Term Care, Investment Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Retirement, Financial Planners, Investment Strategies, Series 7, Life Insurance, Securities, Small Business, Long-term Care

Education
Rider University   1997 — 2001
MBA, Finance

University of North Carolina at Greensboro   1991 — 1995
BS, Economics

New York University
Instructor, Certified Financial Planning Curriculum

Kathy Flagg Kathy Flagg Wichita Falls, Texas Area Details
Kathy Flagg's American Express Financial Advisors Inc. Experience June 2000 - November 2000
Job Forensic Underwriter at Opus CMC
Industry Financial Services
Experience
MMC Group LP  March 2009 - March 2013
Clayton  April 2004 - October 2008
FIRST GRAHAM SECURITIES   September 2001 - April 2002
AMERICAN EXPRESS FINANCIAL ADVISORS, INC  June 2000 - November 2000
INTERSTAR MORTGAGE, (aka AccuPrime, ComStar, formerly a division of AccuBanc)   December 1999 - June 2000
AMERICAN PRIORITY MORTGAGE CO., L.P.   August 1998 - September 1999
COUNTRYWIDE HOME LOANS, Wholesale Division   May 1996 - July 1998
Commonwealth Mortgage Assurance   1994 - 1996

Skills
Due Diligence, Credit, Loans, Underwriting, Mortgage, Compliance, Auditing, Microsoft Office, Customer Service, Problem Solving, Excel, Customer Relations, Risk Management, Budgeting, Word, Team Building, Coaching, Financial Analysis, Research, Insurance, PowerPoint, Administration, Operations Management, Mortgage Lending, Budgets, Microsoft Excel, Training, Microsoft Word, Loan Origination, Portfolio Management, Commercial Lending, System Administration, Credit Analysis, Banking, Financial Risk, Asset Management, Management, Loan Servicing, Mortgage Servicing, Loss Mitigation, Finance, Analysis, Mortgage Banking

Education
Texas Tech University   1974 — 1974
None, Business Administration

John T. Sullivan John T. Sullivan Roseville, California Details
John T. Sullivan's American Express Financial Advisors Inc. Experience January 1990 - January 1998
Job Ameriprise FinancialFranchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  February 2010 - Present
Ameriprise Financial Services, Inc  January 2007 - January 2010
RiverSource Distributors, Inc   January 2002 - January 2007
Prudential Financial Inc  January 1998 - January 2001
American Express Financial Advisors, Inc  January 1990 - January 1998
IDS-American Express  January 1989 - January 1990
Investors Diversified Services  January 1984 - January 1988
IDS Financial Services  January 1981 - January 1988

Education
University of California, Davis   1977 — 1979
Bachelor of Science, Business Management

Pallavi Nambiar Pallavi Nambiar Greater New York City Area Details
Pallavi Nambiar's American Express Financial Advisors Inc. Experience April 2003 - August 2004
Job Business Development at SY Partners
Industry Investment Management
Experience
SY Partners  May 2015 - Present
Sage Consulting Group LLC   August 2013 - Present
Nomura Securities  February 2011 - May 2013
Bank of America Merrill Lynch  August 2009 - January 2011
Global Equities, Commission Management Group   July 2006 - August 2009
Bank of America  September 2004 - July 2006
American Express Financial Advisors, Inc  April 2003 - August 2004
Franklin Templeton  March 2001 - January 2002
Franklin Templeton Resources, Inc   January 1997 - January 2000

Skills
Strategy, Start-ups, Due Diligence, Operational Due..., Mutual Funds, Six Sigma, Product Innovation, Market Research, Program Management, Competitive Analysis, Equities, Capital Markets, Series 7, Finance, Fixed Income, Asset Allocation, Financial Services, Banking, Hedge Funds, Securities, Investment Policy..., Non-profit Board..., Asset Management, Alternative Investments, Business Strategy Design, Product Management, Project Management, Business Analysis, Management, Change Management, Business Strategy, Strategic Partnerships, Investments

Education
Cornell University - Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA)

Illinois Wesleyan University   1992 — 1996
B.A, Business Administration and Economics

Barry Walhof Barry Walhof Greater Minneapolis-St. Paul Area Details
Barry Walhof's American Express Financial Advisors Inc. Experience March 1999 - October 2000
Job Sr. BI Architect at Aon Benfield
Industry Information Technology and Services
Experience
Aon Benfield  September 2010 - Present
Dunn Solutions Group  April 2010 - August 2010
IC System  September 2009 - March 2010
Collins  August 2005 - August 2009
Consultant  June 2004 - July 2006
ACI Telecentrics, Inc.   October 2002 - May 2004
3M Companies - Quantum Consulting and Placement   November 2000 - August 2002
American Express Financial Advisors, Inc  March 1999 - October 2000
Carlson Companies  February 1993 - April 1999
Minnesota Power  May 1992 - February 1993

Skills
SSIS, SSRS, Dimensional Modeling, Cubes, Analysis Services, Business Intelligence..., SQL Server 2000, 2005,..., SharePoint, PowerView, SSAS, Microsoft SQL Server, SQL, Oracle, ETL, Data Warehousing, T-SQL, Business Intelligence, .NET, Crystal Reports, Databases

Education
University of Minnesota-Duluth   1989 — 1993
BS, Computer Science

Training   1994 — 2011
Training

Connie Lang Connie Lang Greater Denver Area Details
Connie Lang's American Express Financial Advisors Inc. Experience May 1993 - February 1995
Job Financial Controller
Industry Entertainment
Experience
Larry Gatlin Enterprises   August 2010 - Present
Mark Lang Physical Therapy   April 1995 - Present
KG Advisors/Kendrick Group, Inc.   February 2000 - October 2003
American Express Financial Advisors, Inc.   May 1993 - February 1995

Skills
Music Industry, Internal Audit, Internal Controls, Risk Assessment, Accounting, Event Planning, Financial Reporting, Process Improvement, Auditing, Financial Analysis, Governance, Revenue Recognition, General Ledger, Managerial Finance, PowerPoint, Risk Management, Financial Audits, Forecasting, Financial Accounting, Strategic Planning, Accounts Receivable, Accounts Payable

Education
The University of Texas at Austin
BBA, MIS

Bill Chang, MBA, CFP, ChFC Bill Chang, MBA, CFP, ChFC Basking Ridge, New Jersey Details
Bill Chang, MBA, CFP, ChFC's American Express Financial Advisors Inc. Experience January 1999 - April 2001
Job Life Insurance & Wealth Planning Analysis for Advisors of High Net Worth Clients
Industry Financial Services
Experience
Rex Global Wealth Management   September 2009 - Present
Advisory Services Group, LLC   November 2008 - Present
New York Life Insurance Company  May 2001 - August 2008
American Express Financial Advisors, Inc  January 1999 - April 2001

Skills
Wealth Management, Retirement Planning, Estate Planning, Field Advisor Support, Case Design and Analysis, Financial Planning...

Education
Rutgers University
Master of Business Administration (MBA)

Robert G (Rob) Davis Robert G (Rob) Davis Tacoma, Washington Details
Robert G (Rob) Davis's American Express Financial Advisors Inc. Experience 1985 - 2000
Job Financial Advisor | Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial Services, Inc.   2000 - 2010
American Express Financial Advisors, Inc.   1985 - 2000
IDS Financial Services, Inc.   1980 - 1985
IDS Financial Services, Inc.   1977 - 1980

Education
American International School of Vienna   1965 — 1968
HS, General

University of Denver
General

Michelle D. Lloyd Michelle D. Lloyd Houston, Texas Area Details
Michelle D. Lloyd's American Express Financial Advisors Inc. Experience January 1994 - January 1998
Job Chairman & CEO of Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting
Industry Financial Services
Experience
Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting   August 2004 - Present
MASSMUTUAL  January 2006 - August 2009
MassMutual Financial Group  2006 - 2009
JPMorgan Chase  January 2001 - January 2004
Morgan Stanley Smith Barney  January 1998 - January 2001
AMERICAN EXPRESS FINANCIAL ADVISORS, INC  January 1994 - January 1998

Education
Northcentral University   2008 — 2011
PhD, Business Administration

Fontbonne University   1989 — 1991
Master, Business Administration

University of Central Missouri   1985 — 1989
Bachelor of Science, Business Management

University of Central Missouri   1985 — 1989
BS, Business Management

Jolene Foster Jolene Foster St. Cloud, Minnesota Area Details
Jolene Foster's American Express Financial Advisors Inc. Experience March 1997 - September 1998
Job Healthcare Professional
Industry Hospital & Health Care
Experience
Essentia Health  September 2013 - Present
Glynlyon  January 2012 - June 2013
Blessings Unlimited  January 2011 - January 2012
Mills Automotive Group  June 2010 - January 2012
Ascensus  September 2007 - June 2010
BISYS Retirement Services  August 2005 - September 2007
BISYS Retirement Services  February 2005 - August 2005
BISYS Retirement Services  September 2000 - February 2005
Universal Pensions, Inc. (UPI)   September 1998 - September 2000
American Express Financial Advisors, Inc.   March 1997 - September 1998

Skills
Coaching, Team Building, 401k, Strategic Planning, Retirement, Financial Services, Retirement Planning, Call Center, Social Media, Defined Contribution, New Business Development, Organizational..., Mutual Funds, Sales, Microsoft Office, Microsoft Excel, Leadership, Change Management, CRM, Call Centers, Business Development, Customer Service

Education
University of Minnesota Duluth
BA, Communication/Psychology

Vonda Bowens Vonda Bowens Washington D.C. Metro Area Details
Vonda Bowens's American Express Financial Advisors Inc. Experience 1999 - 2001
Job President, New Legacy Business Solutions, Inc.
Industry Human Resources
Experience
New Legacy Business Solutions, Inc.   September 2003 - Present
Citifinancial, Inc.   2001 - 2004
American Express Financial Advisors, Inc.   1999 - 2001
Radio One, Inc.   1997 - 1999
Saks Fifth Avenue  1996 - 1997
Arthur Andersen  September 1994 - September 1996

Skills
QuickBooks, Accounting, Financial Accounting, Financial Reporting, General Ledger, Small Business, Income Tax, Tax, Budgets, Tax Preparation, Bookkeeping

Education
Hofstra University   1992 — 1994
Bachelor of Business Administration (BBA), Accounting

Carnegie Mellon University   1989 — 1991

Long Beach High School

Carol Ringwald Carol Ringwald Waco, Texas Details
Carol Ringwald's American Express Financial Advisors Inc. Experience October 1992 - April 1995
Job Vice President, Daily Recordkeeping at July Business Services
Industry Financial Services
Experience
July Business Services  August 2010 - Present
Send Out Cards  2009 - Present
Caribbean Pension Consultants, Inc.   October 2004 - September 2009
DayBridge   May 2000 - October 2004
SunGard Relius  1995 - 1999
American Express Financial Advisors, Inc  October 1992 - April 1995
Nationwide Insurance, Group Annuity   January 1979 - August 1992

Skills
Retirement, 401k, Plan Administration, Operations Management, Service Operations, Investments, Daily Operations, Marketing, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Employee Benefits, Management, Strategic Financial..., Series 6, Series 63, Business Planning, Financial Services, Financial Advisory, Defined Contribution, Budgets, ERISA, Profit Sharing, Life Insurance, Asset Allocation, Retirement Plan..., Finance, Financial Planners, IRAs, Insurance, Investment Advisory, Small Business, Wealth, Wealth Management, Investment Strategies, Relationship Management, Financial Planning

Education
Franklin University   1979 — 1985
Bachelor of Science, Business Management; Specialty; Information Systems

Franklin University   1975 — 1985
B.S., Business Management

Bishop Flaget High School   1971 — 1974

Pauline de la Mar Pauline de la Mar Greater Boston Area Details
Pauline de la Mar's American Express Financial Advisors Inc. Experience February 2004 - August 2005
Job Senior Portfolio Associate at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management  December 2013 - Present
Westfield Capital Management  April 2007 - December 2013
Westfield Capital Management  May 2006 - April 2007
Boston Scientific  July 2005 - April 2006
American Express Financial Advisors, Inc.   February 2004 - August 2005

Skills
Financial Reporting, Investments, Portfolio Management, Bloomberg, Finance, Equities, Hedge Funds, Financial Modeling, Valuation, Asset Management, Private Equity, Financial Analysis, Fixed Income, Alternative Investments, Mutual Funds, Corporate Finance

Education
Babson College   2002 — 2006
Bachelor of Science, Finance

Elizabeth Claeys Elizabeth Claeys Greater Minneapolis-St. Paul Area Details
Elizabeth Claeys's American Express Financial Advisors Inc. Experience April 2002 - August 2003
Job at
Industry Financial Services
Experience
Ameriprise Financial  June 2010 - October 2011
Allianz Life Insurance of North America   March 2009 - May 2010
Ameriprise Financial  January 2008 - February 2009
Ameriprise Financial  August 2005 - January 2008
American Express  July 2003 - August 2005
American Express Financial Advisors Inc.   April 2002 - August 2003
American Express Retirement Services  November 1995 - December 1999
IDS Financial Services  1992 - 1995

Skills
Relationship..., Strategic Communications, Compliance, Series 24, Series 7, Management, Securities, Strategy, Banking, Asset Management, Marketing, Financial Services, Wealth Management, Insurance, Leadership, Strategic Financial..., Program Management, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement Planning, Financial Planning

Education
Augsburg College
BA, Marketing, Management, Psychology

University of Saint Thomas - School of Business
Masters of Business Administration, Marketing

Mary Kiernan Mary Kiernan Greater Minneapolis-St. Paul Area Details
Mary Kiernan's American Express Financial Advisors Inc. Experience January 1993 - January 1995
Job Sr. Financial Analyst at Valspar
Industry Chemicals
Experience
Valspar  August 2013 - Present
Target  June 2012 - August 2013
Lifetouch  2012 - 2012
SUPERVALU, Inc  June 2006 - March 2011
Black Box Corporation (Formerly Norstan, Inc   November 1995 - May 2005
American Express Financial Advisors, Inc  January 1993 - January 1995

Skills
Microsoft Word, Excel, Powerpoint, Access, Equity Edge, PeopleSoft, Crystal Reports, Forecasting, Problem Solving, Teamwork, Customer Service, Accounting

Education
Creighton University   1988 — 1992
BSBA, Finance

Ronald L. Detweiler Ronald L. Detweiler Cedar Rapids, Iowa Area Details
Ronald L. Detweiler's American Express Financial Advisors Inc. Experience January 1998 - January 2000
Job Region Director at H&R Block
Industry Accounting
Experience
H&R Block Tax & Business Services Inc   January 2005 - Present
H&R Block  2005 - 2009
Sieh and Company CPAs   July 1999 - January 2005
American Express Tax & Business Services Inc   October 1988 - January 2005
American Express Tax & Business Services Inc   October 1988 - January 2005
American Express Tax & Business Services Inc   January 1999 - January 2002
American Express Financial Advisors Inc  January 1998 - January 2000
TLS Company/ProfiTax Inc   January 1982 - January 1988
Self-Employed CPA  January 1979 - January 1982
United States Air Force  January 1972 - January 1976

Education
University of Iowa
BBA, Accounting

Janna Lipstein Janna Lipstein Greater Minneapolis-St. Paul Area Details
Janna Lipstein's American Express Financial Advisors Inc. Experience July 2003 - July 2005
Job World Traveler in Zug, Switzerland
Industry Financial Services
Experience
Zug, Switzerland   July 2014 - July 2015
U.S. Bank   December 2012 - June 2014
Wells Fargo Bank  November 2009 - December 2012
Wells Fargo  February 2007 - November 2009
Wells Fargo Institutional Trust Services  July 2006 - February 2007
Weatherly Consulting  July 2006 - January 2007
Aspara, Inc   October 2005 - December 2005
Self Employed  July 2005 - October 2005
American Express Financial Advisors, Inc  July 2003 - July 2005
American Express Financial Advisors  June 2000 - July 2003

Skills
Product Management, Project Management, Marketing, Coaching, Budgets, Consulting, Business Analysis, SDLC, Cross-functional Team..., Program Management, Strategy, Integration, Financial Services, Leadership, Management, Vendor Management

Education
University of Minnesota - Carlson School of Management   1993 — 1997
MBA, Marketing

2008
SCRUM Master

Augsburg College
BA, Fine Arts

Carlson School of Management, University of Minnesota
MBA, Marketing

Elk River High School

Dexter A. Hollen Dexter A. Hollen Youngstown, Ohio Area Details
Dexter A. Hollen's American Express Financial Advisors Inc. Experience September 2000 - July 2001
Job Retired Financial Services Executive
Industry Financial Services
Experience
Will consider opportunities beginning the third quarter 2015.   June 2014 - Present
Huntington National Bank  2001 - June 2014
The Huntington Investment Company  2001 - June 2014
Sky Bank  June 2001 - September 2007
City of Struthers   February 1992 - December 2005
American Express Financial Advisors, Inc.   September 2000 - July 2001
The Mahoning National Bank   May 1970 - April 2000
United States Marine Corps  July 1969 - July 1975

Skills
Series 7, Life, Accident, &..., Lines Of Credit, Finance, Health Insurance, Commercial Banking, Loans, Investments, Risk Management, Small Business Lending, Credit, Small Business, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Retail Banking, Sales, Cross Selling, Relationship Management, Wealth Management, Financial Services, Loan Origination, Mortgage Banking, Credit Risk, Strategic Financial..., Financial Analysis, Financial Risk, Refinance, Insurance, Deposits, Branch Management, Residential Mortgages, SBA, Accounts Receivable, Branch Banking, Cash Flow, Home Equity Loans, Life Insurance, Real Estate, Commercial Real Estate, Financial Planning

Education
University of Oklahoma   1990 — 1992
ABA National Compliance School

University of Wisconsin-Madison   1986 — 1988
Graduate School of Banking

Youngstown State University
Business/Finance

James Altemus James Altemus Massillon, Ohio Details
James Altemus's American Express Financial Advisors Inc. Experience November 1989 - January 2004
Job Customer Service, Security and Safety.
Industry Financial Services
Experience
R. G. Smith Construction Co.   October 2012 - Present
Catastrophe Management Solutions  September 2012 - Present
Edward Jones  May 2011 - Present
United National Security   June 2002 - Present
American Financial Services  January 2012 - August 2012
Charles Schwab Retirement Services   2006 - 2008
American Express Financial Advisors Inc  November 1989 - January 2004
State of Ohio Department of Youth Services  February 1985 - November 1989

Skills
Estate Planning, Mutual Funds, Retirement, Asset Allocation, Strategic Financial..., Investments, 401k, Fixed Annuities, Employee Benefits, Financial Services, Long-term Care, Disability Insurance, Risk Management, Defined Benefit, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Financial Advisory, IRAs, Securities, Investment Strategies, Insurance, Protection, Personal Finance, Asset Protection, Life Insurance, Finance, Stocks, Asset, Term Life Insurance, Money

Education
Ohio University
Bachelor Degree, Psychology

John Melinchock John Melinchock Greater Philadelphia Area Details
John Melinchock's American Express Financial Advisors Inc. Experience January 1995 - January 1996
Job Management
Industry Financial Services
Experience
THE FABULOUS PHILADELPHIA MOJO KINGS DANCE BAND   2009 - 2014
BILL HALEY'S COMETS FEATURING AL RAPPA THE ORIGINAL WALKING BASS MAN   April 1988 - November 2010
Allstate Insurance Company  October 2000 - May 2010
H&R Block Tax Preparation Services East Inc   January 1997 - January 2002
H D Vest Financial Services   January 1997 - January 2000
American Express Financial Advisors, Inc  January 1995 - January 1996
First Atlantic Federal Credit Union  June 1993 - September 1995
Credit Union Services   February 1993 - September 1995
First of Philadelphia Investment Group   January 1993 - January 1995
Arkay Chemical Company   January 1991 - January 1993

Skills
Sales, Music Production, Insurance, Management, Band, Finance, Negotiation, Entertainment, Marketing, Music Industry, Selling, Guitarist, Strategic Financial..., Investments, Financial Planning, Bands, Guitar Playing, Music, Songwriting, Studio Recording

Education
Drexel University   1974 — 1984
Bachelor of Science, Business Administration; Finance; second; Marketing

Drexel University - LeBow College of Business   1974 — 1984
BS, Marketing and Finance

Peirce Jr. College   1964 — 1974
Associates Degree, Liberal Arts

Nancy Sherer Nancy Sherer Harrisburg, Pennsylvania Area Details
Nancy Sherer's American Express Financial Advisors Inc. Experience June 1999 - February 2008
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present
American Express Financial Advisors Inc.   June 1999 - February 2008

Education
Penn State University   1991 — 1992
Master of Arts, Humanities

Barnard College   1967 — 1969
Bachelor of Science, Englisht, History

Halkur Srinivas Halkur Srinivas Sterling, Virginia Details
Halkur Srinivas's American Express Financial Advisors Inc. Experience April 1996 - June 1997
Job Treasury Analyst at Giesecke & Devrient
Industry Financial Services
Experience
Giesecke & Devrient America Inc  March 2011 - July 2015
HRG MINING   February 2009 - April 2010
EPlus Group Inc   August 2006 - August 2008
Franklin Templeton Investments, Inc   October 1999 - May 2006
City of Tampa  March 1999 - September 1999
Franklin Templeton Group, Inc   December 1997 - March 1999
Primat, Inc   July 1997 - March 1998
American Express Financial Advisors, Inc  April 1996 - June 1997
H. Ajjappa & Sons, Inc   January 1981 - January 1995
Bangalore Liquor Company   January 1978 - January 1981

Skills
Forecasting, Finance, Account Reconciliation, Analysis, Accounting, Cash Management, Payroll, Risk Management, Corporate Finance, Banking, Budgets, Financial Risk

Education
Bangalore University
Masters of Arts, Economics

Bangalore University
Bachelors of Arts, Economics

Ruth Drullard Ruth Drullard Greater New York City Area Details
Ruth Drullard's American Express Financial Advisors Inc. Experience February 2003 - September 2003
Job Financial Systems Specialist
Industry Information Services
Experience
Verisk Analytics  October 2005 - Present
Arco Warehouse   January 2008 - November 2010
Ernst & Young  March 2004 - October 2005
Ernst & Young, LLP   February 2004 - October 2005
Bethel  September 2003 - February 2004
American Express Financial Advisors, Inc  February 2003 - September 2003
BNP Paribas  January 2000 - January 2003

Education
American InterContinental University   2007 — 2008
MBA, Finance

American InterContinental University
MASTER OF BUSINESS ADMINISTRATION, Finance

New York Institute of Finance

The College of New Jersey   1994 — 1998
Bachelors, Mathematics

T School of Business

The College of New Jersey
BACHELOR OF ARTS, MATHEMATICS

Liz Samuelson Liz Samuelson Greater Minneapolis-St. Paul Area Details
Liz Samuelson's American Express Financial Advisors Inc. Experience 1982 - 1996
Job Graphic Designer at BCX Printing
Industry Graphic Design
Experience
Anoka Hennepin School District 11  June 2015 - August 2015
Reinventing Myself   July 2014 - May 2015
Data Recognition Corporation  2000 - 2014
ECM Publishers, Inc.   1998 - 2000
Honeywell  1996 - 1998
American Express Financial Advisors Inc.   1982 - 1996

Skills
Adobe Creative Suite, Graphic Design, Layout, InDesign, Photoshop, Photo Editing, Logo Design, Photo scanning, Typography, Brochures, Hand-lettering, Illustrator, Photography, Organized, Flexible, Committee Work, Graphics, Newsletters

Education
University of Minnesota-Twin Cities   1980 — 1982
Fine and Studio Arts

University of Wisconsin-Eau Claire
Fine and Studio Arts

North Hennepin Community College   1978 — 1980
Associative of Science, Commercial Art

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