American Express Financial Advisors Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Inc. Employees
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
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
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
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
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
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
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
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
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
Ezell Properties, LLC January 2003 - Present
American Express Financial Advisors, Inc September 1992 - December 2005
Education
University of Alabama 1987 — 1991
BS, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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