American Express Financial Advisors (now Ameriprise)
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American Express Financial Advisors (now Ameriprise) Employees
Capital Group/American Funds May 2014 - Present
US Bank May 2011 - May 2014
Aviva March 2009 - December 2010
Sallie Mae June 2003 - March 2009
Carmichael Lynch Spong December 2001 - June 2003
American Express Financial Advisors (now Ameriprise) December 1995 - December 2001
Prudential Financial February 1983 - December 1995
Skills
Internal Communications, Corporate Communications, Strategic Communications, Media Relations, Crisis Communications, Crisis Management, Social Media, Public Relations, Reputation Management, Retail Banking, Financial Services, Strategy, Insurance, Stakeholder Engagement, Strategic Planning, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Public Speaking, Executive Management, Mergers & Acquisitions, Communication Training, Thought Leadership, Human Resources, Program Management, Speech Writing, Press Releases, Public Affairs, Messaging, Investor Relations, Message Development, Direct Marketing, Communications Planning, Content Strategy, Content Development, Strategic Thinking, Corporate Branding, Corporate Social..., B2B Marketing, Brand Management, Digital Marketing, Copywriting, Email Marketing, Brand Awareness
Education
Center for Creative Leadership 1990 — 1990
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1987
Seton Hall University 1980 — 1984
BA
Allianz Life December 2005 - December 2012
Integrity Life Insurance Company September 1998 - December 2005
American Express Financial Advisors (now Ameriprise) October 1991 - July 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Series 7, Series 63, Certified Financial..., Wealth Management, Financial Planning, Succession Planning, Financial Services, Variable Annuities, 401k, Investment Advisory, Asset Allocation, Writing, Series 6, FINRA, Financial Advisory, Tax Law, Public Speaking, Financial Planners, Training, Estate Planning, IRAs, Retirement Planning, Strategic Financial...
Education
William Mitchell College of Law
LL.M, Taxation
University of Notre Dame Law School
Juris Doctor
University of Notre Dame
Bachelor of Arts, Government
Ameriprise Financial June 2010 - Present
Thrivent Financial 2008 - 2009
Ameriprise Financial 2005 - 2007
American Express Financial Advisors (now Ameriprise) 2002 - 2005
American Express Financial Advisors (now Ameriprise) 2000 - 2002
National Car Rental 1998 - 2000
National Car Rental 1995 - 1998
Skills
Relationship Management, Process Improvement, Project Management, Business Analysis
Education
University of Minnesota-Twin Cities
BA, Speech Communication
Reed Smith LLP March 2012 - April 2014
Cleary Gottlieb Steen & Hamilton LLP July 2011 - March 2012
San Francisco School Alliance September 2010 - February 2011
English Services April 2009 - December 2009
Allen Matkins August 2005 - December 2008
American Express Financial Advisors (now Ameriprise) January 2005 - August 2005
University of California, San Francisco February 2001 - January 2005
Skills
Event Management, Event Planning, PowerPoint, Strategic Planning, Research, Marketing, Proposal Writing, Internal Communications, Contract Negotiation, Social Media, Non-profits, Marketing Strategy, Public Relations, Email Marketing, Coaching, Business Development, New Business Development, Marketing Communications, Fundraising, Project Management, Project Planning, Social Media Marketing, Microsoft Word, Microsoft Office, Editing, Market Research, Media Relations, Business Planning, Public Speaking
Education
San Francisco State University
B.S., Business Administration (Marketing)
TD January 2015 - Present
Morgan Stanley August 2013 - January 2015
Offit Kurman, P.A. January 2013 - April 2013
Hamilton Lane May 2005 - September 2012
American Expresss Financial Advisers (now Ameriprise) September 2002 - May 2005
American Express Financial Advisors (now Ameriprise) April 2000 - September 2002
Law Offices of Styliades & Mamas November 1992 - December 1997
Skills
Compliance Testing, Compliance Policies and..., Investment Advisors Act..., Registered Investment..., Securities Regulation, Securities and Exchange..., Private Equity, Broker-Dealer, Form ADV, Anti Money Laundering, Dodd-Frank, Global Custody, Risk Assessment, Financial Regulation, Regulatory Requirements, Risk Management, Mitigation Strategies, Legal Compliance, Rule 206(4)-7, Separately Managed..., Code of Ethics, Compliance Manual, Annual Review, Training, FINRA, ERISA, Legal Experience, Team Facilitation, Management, Team Leadership, Financial Advisory, Marketing Strategy, Practice Management, Increased Profitability, Increase Productivity, Investment Management
Education
Temple University - James E. Beasley School of Law 1989 — 1992
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration (BBA)
Marshall Community Credit Union August 2010 - Present
Marshall Community Credit Union December 2001 - August 2010
Homestead Savings Bank February 1996 - November 2001
American Express Financial Advisors (now Ameriprise) January 1994 - February 1996
Skills
Credit Unions, Banking, Commercial Lending, Account Management, Budgets, Commercial Banking, Credit, Customer Service, Executive Management, Financial Analysis, Financial Services, Investments, Loans, Management, Marketing, Mergers, Mortgage Lending, New Business Development, Portfolio Management, Process Improvement, Risk Management, Series 63, Series 7, Strategic Financial..., Strategic Planning, Team Building, Underwriting, Vendor Management, Finance, Financial Institutions, Retail Banking, Credit Cards, Mortgage Banking, Relationship Management, Credit Risk, Loan Origination, Small Business Lending, Credit Analysis, Financial Risk, Business Planning, Strategy, Consumer Lending
Education
Western Michigan University - Haworth College of Business 2009 — 2011
MBA, Management
University of Wisconsin-Madison 2004 — 2006
Industry, CUNA Management School
Albion College 1990 — 1994
BA, Economis and Management/Finance
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - July 2015
Carlson Wagonlit Travel May 2010 - July 2014
American Express January 2007 - October 2009
American Express January 2005 - January 2007
American Express January 2003 - January 2004
American Express Financial Advisors (now Ameriprise) January 1997 - January 2002
Skills
Vendor Relationships, Team Building, Virtual Teams, Expense Management, Metrics, Cross-functional Team..., SDLC, Management, Leadership, Process Improvement, Program Management, Business Process..., Process Engineering, Requirements Analysis, Outsourcing, Business Analysis, Project Management, Vendor Management
Education
University of Minnesota-Twin Cities
Turtle Creek WealthCare February 2007 - Present
American Express Financial Advisors (now Ameriprise) September 1998 - June 2005
U.S. Marine Corps January 1978 - August 1998
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Insurance, Finance, Asset Allocation, Fixed Annuities, Analysis, Small Business, Series 7, Project Planning, Coaching, Investment Management, Long-term Care
Education
Texas A&M University
Bachelor of Arts (B.A.)
Institute of Business and Finance (www.icfs.com) 2000 — 2001
CFS®
Thrivent Financial May 2009 - Present
Thrivent Financial October 2003 - May 2009
Thrivent Financial January 2007 - December 2007
American Express (now Ameriprise) June 1998 - September 2003
American Express Financial Advisors (now Ameriprise) June 1999 - April 2002
Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Leadership, Investment Strategies, Investment Advisory, Team Leadership, Mutual Funds, Management, Life Insurance, Investments, IRAs, 401k, Disability Insurance, Variable Annuities, Uniform Combined State..., FINRA, Financial Services, Long-term Care, Securities, Long Term Care Insurance, Insurance, Wealth Accumulation, 401k Rollovers
Education
The American College 2005 — 2006
Chartered Leadership Fellow (CLF)
University of Wisconsin-Madison - School of Business 1995 — 1999
Bachelor of Business Administration, Finance, Investment, and Banking
Totino-Grace 1994 — 1995
LaCrosse Aquinas High School 1991 — 1994
Allina Hospitals & Clinics 2005 - Present
American Express Financial Advisors (now Ameriprise) 1999 - 2005
Ameriprise Financial (formerly American Express Financial Advisors) 1998 - 2005
Weber Shandwick Minneapolis 1995 - 1999
IBM - Almaden Research Center 1990 - 1995
Skills
Public Affairs, Strategic Communications, Internal Communications
Education
University of California, Berkeley 1986 — 1990
English
Ameriprise Financial July 2010 - Present
American Express Financial Advisors (now Ameriprise) 2010 - Present
Ameriprise Financial Services, Inc. 2000 - Present
Education
University of Minnesota-Twin Cities 1985 — 1989
bsb, business