Ameriprise Financial
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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Ameriprise Financial Employees
Employee
Years
Job
Industry
Ravi Lal Ravi Lal's Ameriprise Financial Experience June 2005 - January 2008
Job Senior Associate at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP October 2014 - Present
Deloitte May 2014 - October 2014
Grant Thornton LLP October 2012 - May 2014
Booz Allen Hamilton August 2011 - October 2012
ALON, Incorporated (formerly) March 2009 - August 2011
Ameriprise Financial June 2005 - January 2008
Smith Barney (formerly) June 2004 - May 2005
Skills
Management Consulting, Business Process..., Financial Analysis, Business Analysis, Government, Business Process, Analysis, Financial Modeling, Process Improvement, Data Analysis, Business Intelligence, Risk Management, Strategy, Financial Reporting, Forecasting, Budgets, Microsoft Excel, Accounting, Management, Security Clearance
Education
George Mason University 2004 — 2008
Bachelor of Science (B.S.), Finance
Grant Thornton LLP October 2014 - Present
Deloitte May 2014 - October 2014
Grant Thornton LLP October 2012 - May 2014
Booz Allen Hamilton August 2011 - October 2012
ALON, Incorporated (formerly) March 2009 - August 2011
Ameriprise Financial June 2005 - January 2008
Smith Barney (formerly) June 2004 - May 2005
Skills
Management Consulting, Business Process..., Financial Analysis, Business Analysis, Government, Business Process, Analysis, Financial Modeling, Process Improvement, Data Analysis, Business Intelligence, Risk Management, Strategy, Financial Reporting, Forecasting, Budgets, Microsoft Excel, Accounting, Management, Security Clearance
Education
George Mason University 2004 — 2008
Bachelor of Science (B.S.), Finance
Bhavdip Javia's Ameriprise Financial Experience January 2011 - May 2011
Job Senior Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte & Touche, LLP November 2014 - Present
EY January 2014 - November 2014
Georgia State University January 2013 - December 2013
ING U.S. August 2012 - December 2012
ING Investment Management April 2012 - July 2012
Ernst & Young January 2012 - March 2012
Invesco Ltd. May 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Subway Restaurant June 2006 - September 2010
American Cancer Society February 2010 - August 2010
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, QuickBooks, Microsoft Excel, Tax, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Microsoft Office, External Audit, Corporate Finance, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Deloitte & Touche, LLP November 2014 - Present
EY January 2014 - November 2014
Georgia State University January 2013 - December 2013
ING U.S. August 2012 - December 2012
ING Investment Management April 2012 - July 2012
Ernst & Young January 2012 - March 2012
Invesco Ltd. May 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Subway Restaurant June 2006 - September 2010
American Cancer Society February 2010 - August 2010
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, QuickBooks, Microsoft Excel, Tax, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Microsoft Office, External Audit, Corporate Finance, Financial Statements
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy
Kevin Swinigan, CRPC® Kevin Swinigan, CRPC®'s Ameriprise Financial Experience 2005 - Present
Job Financial Advisor at Waynick, Swinigan & Associates
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1999 - 2005
Education
Greenville College 1995 — 1999
Accounting
Ameriprise Financial 2005 - Present
American Express Financial Advisors 1999 - 2005
Education
Greenville College 1995 — 1999
Accounting
Curtis Congdon, CFP®, CRPC®'s Ameriprise Financial Experience May 2005 - February 2009
Job Senior Vice President, Wealth Management at Lara, May & Associates
Industry Financial Services
Experience
Lara, May & Associates, LLC February 2009 - Present
Ameriprise Financial May 2005 - February 2009
Education
Georgetown University
School of Continuing Studies
James Madison University
Business, Finance
Lara, May & Associates, LLC February 2009 - Present
Ameriprise Financial May 2005 - February 2009
Education
Georgetown University
School of Continuing Studies
James Madison University
Business, Finance
Tim Rockstad Tim Rockstad's Ameriprise Financial Experience September 2010 - March 2012
Job Manager Knowledge Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Unisys January 2014 - July 2015
Ameriprise Financial Services, Inc. March 2012 - May 2013
Ameriprise Financial September 2010 - March 2012
Ameriprise Financial Services, Inc. December 2007 - September 2010
Ameriprise Financial Services, Inc. October 2004 - December 2007
Skills
Process Management, Process Improvement, Technical Writing, Documentation, Knowledge Management, Content Management, Leadership, Series 7, Series 63, Series 6, Writing, Software Documentation, Requirements Gathering, Financial Services, Editing, Vendor Management, Mutual Funds, Management, Team Leadership, Insurance, Business Requirements
Education
Gordon Conwell Theological Seminary 1986 — 1992
MA, Theology
Multnomah Bible College 1981 — 1985
BS, Biblical Education
Wichita State University 1980 — 1985
N/A, General
Unisys January 2014 - July 2015
Ameriprise Financial Services, Inc. March 2012 - May 2013
Ameriprise Financial September 2010 - March 2012
Ameriprise Financial Services, Inc. December 2007 - September 2010
Ameriprise Financial Services, Inc. October 2004 - December 2007
Skills
Process Management, Process Improvement, Technical Writing, Documentation, Knowledge Management, Content Management, Leadership, Series 7, Series 63, Series 6, Writing, Software Documentation, Requirements Gathering, Financial Services, Editing, Vendor Management, Mutual Funds, Management, Team Leadership, Insurance, Business Requirements
Education
Gordon Conwell Theological Seminary 1986 — 1992
MA, Theology
Multnomah Bible College 1981 — 1985
BS, Biblical Education
Wichita State University 1980 — 1985
N/A, General
Kim Cressy Kim Cressy's Ameriprise Financial Experience 1995 - Present
Job Director, Franchise Engagement & Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Simon Industries 2000 - 2011
Wells Fargo 1991 - 1995
McGladrey & Pullen 1989 - 1991
Skills
Budgets, Business Strategy, CRM, Employee Training, Finance, Leadership, Management, Mergers, Series 7, Strategy, Strategic Planning, Human Resources, Marketing, Risk Management, Sales, Operations Management, Financial Services
Education
University of St. Thomas 1992 — 1997
Masters, Business Communication
Gustavus Adolphus College 1984 — 1988
B.A, Accounting
Richmond College London, England
Ameriprise Financial Services, Inc. November 2010 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial Services, Inc. 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Ameriprise Financial 1995 - Present
Simon Industries 2000 - 2011
Wells Fargo 1991 - 1995
McGladrey & Pullen 1989 - 1991
Skills
Budgets, Business Strategy, CRM, Employee Training, Finance, Leadership, Management, Mergers, Series 7, Strategy, Strategic Planning, Human Resources, Marketing, Risk Management, Sales, Operations Management, Financial Services
Education
University of St. Thomas 1992 — 1997
Masters, Business Communication
Gustavus Adolphus College 1984 — 1988
B.A, Accounting
Richmond College London, England
Joshua Joiner, CFS, CAS, CTS, CES, CIS Joshua Joiner, CFS, CAS, CTS, CES, CIS's Ameriprise Financial Experience 2008 - 2009
Job Senior Wealth Advisor at Vere Global Wealth Management
Industry Investment Management
Experience
Vere Global August 2013 - Present
MassMutual Financial Group August 2009 - August 2013
Ameriprise Financial 2008 - 2009
Yesterday's Business Computers -YBC July 2007 - August 2008
Skills
Investment Advisory...
Education
Florida State University
BS, Economics
University of South Florida
Vere Global August 2013 - Present
MassMutual Financial Group August 2009 - August 2013
Ameriprise Financial 2008 - 2009
Yesterday's Business Computers -YBC July 2007 - August 2008
Skills
Investment Advisory...
Education
Florida State University
BS, Economics
University of South Florida
Virginia Frye's Ameriprise Financial Experience May 2008 - 2010
Job Sales and Management Professional Seeking New Opportunities
Industry Leisure, Travel & Tourism
Experience
Enterprise Holdings April 2015 - Present
Hertz June 2011 - April 2015
Gymboree May 2010 - June 2011
Ameriprise Financial May 2008 - 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Customer Relations, Word, Account Management, Operations Management, Sales Management, Strategic Planning, Sales, Training, Microsoft Word, Coaching, Management, Team Building, Customer Satisfaction, Leadership, Retail, Time Management, Inventory Management, Profit, Microsoft Excel, Team Leadership, Sales Operations, New Business Development, Customer Retention, Problem Solving, Contract Negotiation, Marketing
Education
Georgia State University 2007 — 2011
B.S., Psychology
Flowery Branch High 2003 — 2007
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Enterprise Holdings April 2015 - Present
Hertz June 2011 - April 2015
Gymboree May 2010 - June 2011
Ameriprise Financial May 2008 - 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Customer Relations, Word, Account Management, Operations Management, Sales Management, Strategic Planning, Sales, Training, Microsoft Word, Coaching, Management, Team Building, Customer Satisfaction, Leadership, Retail, Time Management, Inventory Management, Profit, Microsoft Excel, Team Leadership, Sales Operations, New Business Development, Customer Retention, Problem Solving, Contract Negotiation, Marketing
Education
Georgia State University 2007 — 2011
B.S., Psychology
Flowery Branch High 2003 — 2007
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cory Walker Cory Walker's Ameriprise Financial Experience March 2009 - January 2012
Job Experienced Logistics and Financial Manager, Reserve First Lieutenant at United States Marine Corps
Industry Logistics and Supply Chain
Experience
United States Marine Corps January 2012 - Present
Ameriprise Financial March 2009 - January 2012
Defoe Redmount March 2007 - March 2009
BMO Harris Bank December 2005 - February 2007
Education
Marine Corps University
Expeditionary Warfare School
United States Navy
Aviation Maintenance Officer (AMO) School
United States Marine Corps
The Basic School
Georgia State University
Bachelor of Business Administration (B.B.A.), Dual Major in Finance and Economics
United States Marine Corps January 2012 - Present
Ameriprise Financial March 2009 - January 2012
Defoe Redmount March 2007 - March 2009
BMO Harris Bank December 2005 - February 2007
Education
Marine Corps University
Expeditionary Warfare School
United States Navy
Aviation Maintenance Officer (AMO) School
United States Marine Corps
The Basic School
Georgia State University
Bachelor of Business Administration (B.B.A.), Dual Major in Finance and Economics
Travis Routt's Ameriprise Financial Experience June 1996 - Present
Job CFP®, Financial Advisor ǀ CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial June 1996 - Present
Education
Florida State University 1992 — 1996
B.S. , Finance & Management
Ameriprise Financial June 1996 - Present
Education
Florida State University 1992 — 1996
B.S. , Finance & Management
Katie Preston, M.Div. Katie Preston, M.Div.'s Ameriprise Financial Experience December 2007 - December 2008
Job Faithbased stewardship professional
Industry Nonprofit Organization Management
Experience
Big Peach Running Company 2012 - 2014
Virginia Interfaith Power & Light June 2012 - August 2013
Georgia Interfaith Power & Light October 2009 - December 2011
Ameriprise Financial December 2007 - December 2008
Fidelity Bank March 2007 - October 2007
Venice Presbyterian Church June 2004 - April 2005
Roswell Presbyterian Church June 2002 - August 2002
Skills
Workshop Facilitation, Finance, Customer Service, File Management, Management, Accounting, QuickBooks, Programming, Social Media, Adobe Director, Public Speaking, Strategic Planning, Non-profits, Insurance, Investments, Event Planning, Teaching, Microsoft Office, Financial Analysis, Banking, Program Management, Nonprofits, Budgets, Community Outreach, Fundraising, Volunteer Management
Education
Columbia Theological Seminary 2002 — 2010
Masters of Divinity
Furman University 1997 — 2002
Bachelor's of Science, Physics
Big Peach Running Company 2012 - 2014
Virginia Interfaith Power & Light June 2012 - August 2013
Georgia Interfaith Power & Light October 2009 - December 2011
Ameriprise Financial December 2007 - December 2008
Fidelity Bank March 2007 - October 2007
Venice Presbyterian Church June 2004 - April 2005
Roswell Presbyterian Church June 2002 - August 2002
Skills
Workshop Facilitation, Finance, Customer Service, File Management, Management, Accounting, QuickBooks, Programming, Social Media, Adobe Director, Public Speaking, Strategic Planning, Non-profits, Insurance, Investments, Event Planning, Teaching, Microsoft Office, Financial Analysis, Banking, Program Management, Nonprofits, Budgets, Community Outreach, Fundraising, Volunteer Management
Education
Columbia Theological Seminary 2002 — 2010
Masters of Divinity
Furman University 1997 — 2002
Bachelor's of Science, Physics
Michelle Cleary Michelle Cleary's Ameriprise Financial Experience June 2010 - August 2010
Job Business Development Representative at Salesforce
Industry Marketing and Advertising
Experience
Salesforce March 2015 - Present
salesforce.com November 2013 - February 2015
salesforce.com June 2013 - November 2013
ZINCH May 2012 - August 2012
Devils Teeth Baking Company May 2011 - August 2011
Gonzaga University January 2011 - May 2011
Ameriprise Financial June 2010 - August 2010
Skills
Public Speaking, Problem Solving, Team Work, Time Management, Customer Service, Teamwork, Marketing, Salesforce.com, Social Media, Sales, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office
Education
Gonzaga University 2009 — 2013
Bachelor of Science (B.S.), Psychology, Minor in Marketing
St. Ignatius College Preparatory 2005 — 2009
Salesforce March 2015 - Present
salesforce.com November 2013 - February 2015
salesforce.com June 2013 - November 2013
ZINCH May 2012 - August 2012
Devils Teeth Baking Company May 2011 - August 2011
Gonzaga University January 2011 - May 2011
Ameriprise Financial June 2010 - August 2010
Skills
Public Speaking, Problem Solving, Team Work, Time Management, Customer Service, Teamwork, Marketing, Salesforce.com, Social Media, Sales, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office
Education
Gonzaga University 2009 — 2013
Bachelor of Science (B.S.), Psychology, Minor in Marketing
St. Ignatius College Preparatory 2005 — 2009
Matt Eisenhuth Matt Eisenhuth's Ameriprise Financial Experience 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1995 - Present
Education
Grove City College 1990 — 1994
Ameriprise Financial 1995 - Present
Education
Grove City College 1990 — 1994
Crystal Ashley's Ameriprise Financial Experience May 2007 - April 2008
Job Recruiting Manager at Amazon
Industry Human Resources
Experience
Amazon October 2014 - Present
Amazon April 2014 - October 2014
Amazon December 2013 - April 2014
Amazon January 2013 - December 2013
Jacobs Technology December 2010 - December 2012
Bear Mountain Capital February 2010 - June 2010
UBS Financial Services Inc. April 2008 - December 2009
Ameriprise Financial May 2007 - April 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Customer Service, Finance, Microsoft Office, Risk Management, Marketing, Advertising, Online Advertising, Marketing Strategy, Strategic Communications, Photoshop, InDesign, Illustrator, Budget Reconciliation, Forecasting, Online Marketing..., Recruiting, Social Media, Project Management, Analysis, Training, Leadership, Strategy, Team Leadership, Program Management, Management, Strategic Planning, Talent Acquisition, Strategic Partnerships
Education
Gonzaga University - School of Business Administration 2003 — 2007
Bachelor's Degree, Finance, International Business, and Spanish
Amazon October 2014 - Present
Amazon April 2014 - October 2014
Amazon December 2013 - April 2014
Amazon January 2013 - December 2013
Jacobs Technology December 2010 - December 2012
Bear Mountain Capital February 2010 - June 2010
UBS Financial Services Inc. April 2008 - December 2009
Ameriprise Financial May 2007 - April 2008
Skills
Financial Analysis, Microsoft Excel, Strategic Financial..., Customer Service, Finance, Microsoft Office, Risk Management, Marketing, Advertising, Online Advertising, Marketing Strategy, Strategic Communications, Photoshop, InDesign, Illustrator, Budget Reconciliation, Forecasting, Online Marketing..., Recruiting, Social Media, Project Management, Analysis, Training, Leadership, Strategy, Team Leadership, Program Management, Management, Strategic Planning, Talent Acquisition, Strategic Partnerships
Education
Gonzaga University - School of Business Administration 2003 — 2007
Bachelor's Degree, Finance, International Business, and Spanish
Eric Thorn's Ameriprise Financial Experience June 2011 - August 2012
Job Loan Closing Specialist at Venture Bank
Industry Financial Services
Experience
Venture Bank August 2014 - Present
Gustavus Investment Partnership November 2012 - Present
Venture Bank August 2013 - August 2014
Gustavus Investment Club September 2010 - May 2013
Ameriprise Financial June 2011 - August 2012
Skills
Financial Analysis, Investments, Teamwork, Finance, Time Management, Morningstar, Equity Research, Microsoft Excel, Equity Valuation, Portfolio Management, PowerPoint, Microsoft Word, Microsoft Office, Capital Markets, Capital Budgeting, Social Media, Outlook, Research, Leadership, Microsoft CRM, Public Speaking
Education
Gustavus Adolphus College 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
Venture Bank August 2014 - Present
Gustavus Investment Partnership November 2012 - Present
Venture Bank August 2013 - August 2014
Gustavus Investment Club September 2010 - May 2013
Ameriprise Financial June 2011 - August 2012
Skills
Financial Analysis, Investments, Teamwork, Finance, Time Management, Morningstar, Equity Research, Microsoft Excel, Equity Valuation, Portfolio Management, PowerPoint, Microsoft Word, Microsoft Office, Capital Markets, Capital Budgeting, Social Media, Outlook, Research, Leadership, Microsoft CRM, Public Speaking
Education
Gustavus Adolphus College 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
Thomas Faatz Thomas Faatz's Ameriprise Financial Experience January 2008 - March 2011
Job Internal Sales Representative at Ryerson
Industry Mining & Metals
Experience
Ryerson May 2014 - Present
Robert Half Legal January 2013 - May 2014
Robert Half Legal January 2013 - May 2014
Ameriprise Financial Services, Inc. March 2011 - October 2012
Ameriprise Financial January 2008 - March 2011
Ameriprise Financial May 2007 - December 2007
Skills
Investments, Customer Service, Business Writing, Management, Training, Time Management, Project Management, Security, Internal Audit, Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Sales, Teamwork, Creative Writing, Finance, Insurance, Real Estate, Inventory Management, Negotiation, Sales Management
Education
Globe University-Minneapolis 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Minnesota School of Business-Plymouth 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Ryerson May 2014 - Present
Robert Half Legal January 2013 - May 2014
Robert Half Legal January 2013 - May 2014
Ameriprise Financial Services, Inc. March 2011 - October 2012
Ameriprise Financial January 2008 - March 2011
Ameriprise Financial May 2007 - December 2007
Skills
Investments, Customer Service, Business Writing, Management, Training, Time Management, Project Management, Security, Internal Audit, Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Sales, Teamwork, Creative Writing, Finance, Insurance, Real Estate, Inventory Management, Negotiation, Sales Management
Education
Globe University-Minneapolis 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Minnesota School of Business-Plymouth 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Jesse Giles Jesse Giles's Ameriprise Financial Experience November 2010 - April 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Donna Lail, MBA, CFP®, CLU®'s Ameriprise Financial Experience September 2005 - August 2008
Job Financial Specialist
Industry Financial Services
Experience
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
Kile Lewis Kile Lewis's Ameriprise Financial Experience September 1995 - August 2008
Job CoCEO and Founder at oXYGen Financial, Inc.
Industry Financial Services
Experience
oXYGen Financial Tax and Business Services 2010 - Present
oXYGen Financial, Inc. August 2008 - Present
Ameriprise Financial September 1995 - August 2008
Skills
Financial Planning, Securities, Investment Advisory, Wealth Management, Insurance, Retirement Planning, Investments, Mutual Funds, Estate Planning, Strategic Planning, Succession Planning, Series 7, Small Business, Tax, Annuities
Education
Georgia State University 1991 — 1994
oXYGen Financial Tax and Business Services 2010 - Present
oXYGen Financial, Inc. August 2008 - Present
Ameriprise Financial September 1995 - August 2008
Skills
Financial Planning, Securities, Investment Advisory, Wealth Management, Insurance, Retirement Planning, Investments, Mutual Funds, Estate Planning, Strategic Planning, Succession Planning, Series 7, Small Business, Tax, Annuities
Education
Georgia State University 1991 — 1994
Christopher Mitten's Ameriprise Financial Experience 2008 - 2009
Job Traveling
Industry Construction
Experience
JB Mac January 2008 - Present
Innovative Surfaces October 2005 - Present
Ameriprise Financial 2008 - 2009
Solid Ground Flooring October 2003 - October 2005
Skills
Budgets, Public Speaking, Management, Renovation, Flooring, Tiles, Construction, Marketing, Interior Design, Customer Service, Real Estate, Microsoft Word, Sales, Project Management, Team Building, Finish, Networking
Education
Green River Community College 2000 — 2002
AA, Computer Science
JB Mac January 2008 - Present
Innovative Surfaces October 2005 - Present
Ameriprise Financial 2008 - 2009
Solid Ground Flooring October 2003 - October 2005
Skills
Budgets, Public Speaking, Management, Renovation, Flooring, Tiles, Construction, Marketing, Interior Design, Customer Service, Real Estate, Microsoft Word, Sales, Project Management, Team Building, Finish, Networking
Education
Green River Community College 2000 — 2002
AA, Computer Science
Jon Farnsworth, J.D., M.B.A.'s Ameriprise Financial Experience May 2006 - August 2006
Job Attorney | Outside General Counsel | Business Lawyer | Technology, Internet and Computer Law | Legal Strategy & Analysis
Industry Law Practice
Experience
Felhaber Larson May 2007 - Present
St. Paul Urban Tennis May 2014 - Present
University of St. Thomas Opul College of Business June 2008 - May 2014
Ameriprise Financial May 2006 - August 2006
Tennis and Life Camps June 2001 - August 2005
Minnesota State Capitol 2004 - 2005
Labour Party September 2003 - March 2004
Skills
Technology law, Legal Research, Civil Litigation, Corporate Law, Legal Writing, Negotiation, Intellectual Property, Contract Negotiation, Appeals, Legal Issues, Privacy Law, Strategy, Ethics, Courts, Westlaw, Work Ethic, Legal Advice, Client Representation, Real Estate, Commercial Litigation, Trials, Analysis, Advocacy, Writing
Education
University of Saint Thomas - School of Business 2006 — 2008
MBA
University of Saint Thomas School of Law 2004 — 2008
JD
Gustavus Adolphus College 2000 — 2004
Como Park Senior High
Felhaber Larson May 2007 - Present
St. Paul Urban Tennis May 2014 - Present
University of St. Thomas Opul College of Business June 2008 - May 2014
Ameriprise Financial May 2006 - August 2006
Tennis and Life Camps June 2001 - August 2005
Minnesota State Capitol 2004 - 2005
Labour Party September 2003 - March 2004
Skills
Technology law, Legal Research, Civil Litigation, Corporate Law, Legal Writing, Negotiation, Intellectual Property, Contract Negotiation, Appeals, Legal Issues, Privacy Law, Strategy, Ethics, Courts, Westlaw, Work Ethic, Legal Advice, Client Representation, Real Estate, Commercial Litigation, Trials, Analysis, Advocacy, Writing
Education
University of Saint Thomas - School of Business 2006 — 2008
MBA
University of Saint Thomas School of Law 2004 — 2008
JD
Gustavus Adolphus College 2000 — 2004
Como Park Senior High
Rashmi Gandhi Rashmi Gandhi's Ameriprise Financial Experience October 2008 - March 2010
Job Project Accounting at Worley Parsons
Industry Oil & Energy
Experience
Worley Parsons 2010 - Present
Ameriprise Financial October 2008 - March 2010
Education
Gujarat University 1963 — 1967
B.Com, Advance Accunting & Auditing
Worley Parsons 2010 - Present
Ameriprise Financial October 2008 - March 2010
Education
Gujarat University 1963 — 1967
B.Com, Advance Accunting & Auditing
Mason Mishcon's Ameriprise Financial Experience August 2004 - May 2010
Job President Commercial Finance Consultant at All Purpose Lenders Inc.
Industry Financial Services
Experience
All Purpose Lenders March 2014 - Present
Merrill Lynch May 2010 - March 2014
Ameriprise Financial August 2004 - May 2010
UBS Wealth Management September 2000 - August 2004
Prudential Financial September 1996 - September 2000
Skills
Investment Strategies, Financial Planning..., Insurance, Small Business..., Structured & Securities..., 10b5-1 Plans, Personal Retirement..., Risk Management, Portfolio Evaluation, Networking &..., Commercial Lending, Finance Consulting, Finance, Strategic Financial..., Financial Advisory, Retirement, Portfolio Management, Loans, Pensions, Financial Planners, Securities, Financial Services, Marketing, Marketing Strategy, Financial Planning, Strategic Planning, Estate Planning, Investments
Education
Florida State University 1988 — 1993
Bachelor's degree, Business Administration and Management, General
All Purpose Lenders March 2014 - Present
Merrill Lynch May 2010 - March 2014
Ameriprise Financial August 2004 - May 2010
UBS Wealth Management September 2000 - August 2004
Prudential Financial September 1996 - September 2000
Skills
Investment Strategies, Financial Planning..., Insurance, Small Business..., Structured & Securities..., 10b5-1 Plans, Personal Retirement..., Risk Management, Portfolio Evaluation, Networking &..., Commercial Lending, Finance Consulting, Finance, Strategic Financial..., Financial Advisory, Retirement, Portfolio Management, Loans, Pensions, Financial Planners, Securities, Financial Services, Marketing, Marketing Strategy, Financial Planning, Strategic Planning, Estate Planning, Investments
Education
Florida State University 1988 — 1993
Bachelor's degree, Business Administration and Management, General
Eric Engelman Eric Engelman's Ameriprise Financial Experience 2005 - 2006
Job Entrepreneur / Social Innovation and Strategy Consultant
Industry Program Development
Experience
LeSar Development Consultants December 2012 - September 2013
Mayor Jerry Sanders Office, City of San Diego August 2011 - December 2012
City of San Diego September 2010 - August 2011
The Louis Berger Group August 2008 - October 2010
UCSD Export Access September 2006 - July 2008
KPMG June 2007 - August 2007
University of California San Diego September 2006 - June 2007
Jewish World Watch June 2006 - September 2006
Ameriprise Financial 2005 - 2006
Loaded Boards 2002 - 2004
Skills
Stata, Economics, Policy Analysis, Economic Development, Econometrics, Capacity Building, Statistics, Environmental Policy, Analysis, Sustainable Development, International Relations, Public Policy, GIS, Quantitative Analytics, International..., Research, Proposal Writing, Sustainability, Nonprofits, Program Management, Policy, Politics, Data Analysis, Energy Policy, Climate Change, Energy Efficiency, Public/private..., Quantitative Research, Strategy, Management, Energy, Leadership, Renewable Energy, Qualitative Research
Education
UC San Diego School of Global Policy and Strategy (GPS) 2006 — 2008
MPIA, International Development and Environmental Policy
Georgetown University 1998 — 2002
Bachelor of Schience in Business Administration, Accountng and International Business
LeSar Development Consultants December 2012 - September 2013
Mayor Jerry Sanders Office, City of San Diego August 2011 - December 2012
City of San Diego September 2010 - August 2011
The Louis Berger Group August 2008 - October 2010
UCSD Export Access September 2006 - July 2008
KPMG June 2007 - August 2007
University of California San Diego September 2006 - June 2007
Jewish World Watch June 2006 - September 2006
Ameriprise Financial 2005 - 2006
Loaded Boards 2002 - 2004
Skills
Stata, Economics, Policy Analysis, Economic Development, Econometrics, Capacity Building, Statistics, Environmental Policy, Analysis, Sustainable Development, International Relations, Public Policy, GIS, Quantitative Analytics, International..., Research, Proposal Writing, Sustainability, Nonprofits, Program Management, Policy, Politics, Data Analysis, Energy Policy, Climate Change, Energy Efficiency, Public/private..., Quantitative Research, Strategy, Management, Energy, Leadership, Renewable Energy, Qualitative Research
Education
UC San Diego School of Global Policy and Strategy (GPS) 2006 — 2008
MPIA, International Development and Environmental Policy
Georgetown University 1998 — 2002
Bachelor of Schience in Business Administration, Accountng and International Business
Cynthia Aragon Cynthia Aragon's Ameriprise Financial Experience October 2001 - March 2004
Job CCO / General Counsel at Crabel Capital Management, LLC
Industry Financial Services
Experience
Cynthia Aragon, author July 2013 - Present
Crabel Capital Management, LLC January 2012 - Present
Investment Banking Company June 2011 - December 2011
FATTOC, LLC August 2008 - June 2010
SEB ENSKILDA, INC April 2006 - August 2008
GE Asset Management January 2005 - April 2006
Deloitte March 2004 - December 2004
Ameriprise Financial October 2001 - March 2004
AXA Advisors January 1998 - January 2001
Citibank, N January 1995 - January 1998
Education
Fordham University School of Law 1993 — 1996
Juris Doctor, Law
New York University 1990 — 1993
Bachelor of Arts, Political Science
Cynthia Aragon, author July 2013 - Present
Crabel Capital Management, LLC January 2012 - Present
Investment Banking Company June 2011 - December 2011
FATTOC, LLC August 2008 - June 2010
SEB ENSKILDA, INC April 2006 - August 2008
GE Asset Management January 2005 - April 2006
Deloitte March 2004 - December 2004
Ameriprise Financial October 2001 - March 2004
AXA Advisors January 1998 - January 2001
Citibank, N January 1995 - January 1998
Education
Fordham University School of Law 1993 — 1996
Juris Doctor, Law
New York University 1990 — 1993
Bachelor of Arts, Political Science
Christopher J. McGarvey, CFP®, CRPC® Christopher J. McGarvey, CFP®, CRPC®'s Ameriprise Financial Experience June 2006 - October 2006
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors January 2005 - Present
Ameriprise Financial June 2006 - October 2006
Education
Frostburg State University 2000 — 2004
Bachelors, Business Administration with a concentration on Finance
Waynesburg University 1999 — 2000
NA, Pre-physical therapy
Ameriprise Financial Advisors January 2005 - Present
Ameriprise Financial June 2006 - October 2006
Education
Frostburg State University 2000 — 2004
Bachelors, Business Administration with a concentration on Finance
Waynesburg University 1999 — 2000
NA, Pre-physical therapy
Yuwen Chen Yuwen Chen's Ameriprise Financial Experience December 2005 - August 2007
Job Small Business Banking at Capital One
Industry Banking
Experience
Capital One October 2014 - Present
McKinsey & Company January 2012 - September 2014
Bain & Company January 2010 - November 2011
Goldman Sachs June 2008 - August 2008
Ameriprise Financial December 2005 - August 2007
Ameriprise Financial Services January 2002 - December 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Fudan University 1995 — 1999
B.A, Finance
Capital One October 2014 - Present
McKinsey & Company January 2012 - September 2014
Bain & Company January 2010 - November 2011
Goldman Sachs June 2008 - August 2008
Ameriprise Financial December 2005 - August 2007
Ameriprise Financial Services January 2002 - December 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Fudan University 1995 — 1999
B.A, Finance
David I. Strunc, CRPC®'s Ameriprise Financial Experience February 2004 - November 2009
Job CoCEO & Founding Partner, Financial Advisor, Chartered Retirement Planning Counselor®, Business Financial Advisor
Industry Financial Services
Experience
Sunrise Wealth Advisors, Inc. November 2009 - Present
Sunrise Wealth Advisors, Inc 2009 - 2010
Ameriprise Financial February 2004 - November 2009
Education
Florida State University - College of Business
BS, Finance and Economics
Sunrise Wealth Advisors, Inc. November 2009 - Present
Sunrise Wealth Advisors, Inc 2009 - 2010
Ameriprise Financial February 2004 - November 2009
Education
Florida State University - College of Business
BS, Finance and Economics
Jim Borrasso's Ameriprise Financial Experience May 2011 - August 2011
Job Portfolio Specialist at Harris Associates
Industry Financial Services
Experience
Harris Associates August 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - September 2012
Ameriprise Financial May 2011 - August 2011
The City of Lake Forest June 2008 - August 2010
Skills
Excel, Economics, Microsoft Office, Analysis, Word, PowerPoint, Macroeconomics, Statistics, Econometrics
Education
Grinnell College 2008 — 2012
BA, Economics
Grinnell College 2008 — 2012
Lake Forest High School 2004 — 2008
Harris Associates August 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - September 2012
Ameriprise Financial May 2011 - August 2011
The City of Lake Forest June 2008 - August 2010
Skills
Excel, Economics, Microsoft Office, Analysis, Word, PowerPoint, Macroeconomics, Statistics, Econometrics
Education
Grinnell College 2008 — 2012
BA, Economics
Grinnell College 2008 — 2012
Lake Forest High School 2004 — 2008
Gregory Carlson Gregory Carlson's Ameriprise Financial Experience September 2015 - Present
Job Senior Manager, Finance at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2015 - Present
Westminster Counseling Center - Volunteer Role 2012 - Present
Volunteer 2010 - 2012
U.S. Bank 2005 - January 2009
Securian Financial Group 1992 - 2005
University of St. Thomas Graduate School 2001 - 2002
Skills
Finance, Analysis, Pricing, Building Relationships, Equity Valuation, Insurance, Profit Analysis, Forecasting, Negotiation, Wealth Management, Mergers & Acquisitions, Strategic Planning, Due Diligence, Mutual Funds
Education
University of Saint Thomas - School of Business
MBA, Finance, 3.94/4.0
Gustavus Adolphus College 1981 — 1985
BA, Business Administration, Minors in History & Geology
Ameriprise Financial September 2015 - Present
Westminster Counseling Center - Volunteer Role 2012 - Present
Volunteer 2010 - 2012
U.S. Bank 2005 - January 2009
Securian Financial Group 1992 - 2005
University of St. Thomas Graduate School 2001 - 2002
Skills
Finance, Analysis, Pricing, Building Relationships, Equity Valuation, Insurance, Profit Analysis, Forecasting, Negotiation, Wealth Management, Mergers & Acquisitions, Strategic Planning, Due Diligence, Mutual Funds
Education
University of Saint Thomas - School of Business
MBA, Finance, 3.94/4.0
Gustavus Adolphus College 1981 — 1985
BA, Business Administration, Minors in History & Geology
John Henry Winter-Nolte John Henry Winter-Nolte's Ameriprise Financial Experience May 2007 - May 2008
Job Executive Distributor at MXI Corporation, Xocai Healthy Chocolate
Industry Health, Wellness and Fitness
Experience
Self employed June 2011 - Present
MXI Corp February 2011 - Present
KBCsports January 2011 - Present
Kurtz Broadcasting Company January 2011 - Present
MXI Corporation, Xocai Healthy Chocolate 2011 - Present
St September 2010 - Present
Henrys Farmers Market August 2010 - August 2011
The Silva Project August 2009 - August 2010
Silva Project August 2009 - August 2010
Ameriprise Financial May 2007 - May 2008
Education
Gonzaga University - School of Business Administration 2004 — 2008
Bachelors, Finance, Marketing, Entrepreneurial Leadership
Gonzaga University
Bachelor, Business Administration; Finance, Marketing
St. Augustine High School 2000 — 2004
Self employed June 2011 - Present
MXI Corp February 2011 - Present
KBCsports January 2011 - Present
Kurtz Broadcasting Company January 2011 - Present
MXI Corporation, Xocai Healthy Chocolate 2011 - Present
St September 2010 - Present
Henrys Farmers Market August 2010 - August 2011
The Silva Project August 2009 - August 2010
Silva Project August 2009 - August 2010
Ameriprise Financial May 2007 - May 2008
Education
Gonzaga University - School of Business Administration 2004 — 2008
Bachelors, Finance, Marketing, Entrepreneurial Leadership
Gonzaga University
Bachelor, Business Administration; Finance, Marketing
St. Augustine High School 2000 — 2004
Yaa Gyasi Yaa Gyasi's Ameriprise Financial Experience 2008 - 2009
Job Senior Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2006 - Present
TIAA-CREF August 2012 - September 2014
TIAA-CREF January 2006 - September 2012
Ameriprise Financial 2008 - 2009
ASTD Charlotte Chapter 2007 - 2008
ASTD 2006 - 2008
Bank of America 2005 - 2006
ASTD 2005 - 2005
Skills
Instructional Technology, Instructional Design, Change Management, ADDIE, Needs Analysis, Blended Learning, Performance Consulting, Instructor-led Training, Captivate, Training Delivery, Learning Management, E-Learning, Distance Learning, Project Management, Program Management, Consulting, Leadership, Process Improvement, Management, Leadership Development, Organizational..., Employee Training, Coaching
Education
George Mason University 2004 — 2005
Master’s Degree, Instructional Technology
Aburi Girls Secondary School
university Primary School, Legon, Ghana
TIAA-CREF January 2006 - Present
TIAA-CREF August 2012 - September 2014
TIAA-CREF January 2006 - September 2012
Ameriprise Financial 2008 - 2009
ASTD Charlotte Chapter 2007 - 2008
ASTD 2006 - 2008
Bank of America 2005 - 2006
ASTD 2005 - 2005
Skills
Instructional Technology, Instructional Design, Change Management, ADDIE, Needs Analysis, Blended Learning, Performance Consulting, Instructor-led Training, Captivate, Training Delivery, Learning Management, E-Learning, Distance Learning, Project Management, Program Management, Consulting, Leadership, Process Improvement, Management, Leadership Development, Organizational..., Employee Training, Coaching
Education
George Mason University 2004 — 2005
Master’s Degree, Instructional Technology
Aburi Girls Secondary School
university Primary School, Legon, Ghana
Justin Manry, CRPC®'s Ameriprise Financial Experience December 2003 - September 2013
Job Mortgage Loan Officer at Knight Financial
Industry Financial Services
Experience
Knight Financial July 2015 - Present
Blue Water Wealth September 2013 - March 2014
Ameriprise Financial December 2003 - September 2013
Ameriprise Financial July 2004 - July 2006
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Long-term Care, Insurance, Financial Analysis, Investment Advisory, Series 63, Employee Benefits, Fixed Annuities, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1998 — 2001
BA
Knight Financial July 2015 - Present
Blue Water Wealth September 2013 - March 2014
Ameriprise Financial December 2003 - September 2013
Ameriprise Financial July 2004 - July 2006
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Long-term Care, Insurance, Financial Analysis, Investment Advisory, Series 63, Employee Benefits, Fixed Annuities, IRAs, Uniform Combined State..., Financial Planning
Education
Florida State University 1998 — 2001
BA
Sarah Allan Sarah Allan's Ameriprise Financial Experience September 2007 - June 2009
Job Team Manager at Jamberry Nails
Industry Marketing and Advertising
Experience
Jamberry Nails May 2014 - Present
LivingSocial August 2010 - June 2013
Various 2006 - September 2010
Ameriprise Financial September 2007 - June 2009
Panera Bread August 2003 - August 2006
Education
Grand Valley State University 1999 — 2003
B.A., Advertising and Public Relations, 3.7 GPA
Jamberry Nails May 2014 - Present
LivingSocial August 2010 - June 2013
Various 2006 - September 2010
Ameriprise Financial September 2007 - June 2009
Panera Bread August 2003 - August 2006
Education
Grand Valley State University 1999 — 2003
B.A., Advertising and Public Relations, 3.7 GPA
Anders Eckman's Ameriprise Financial Experience April 2011 - Present
Job Corporate Recruiter | Talent Acquisition | Anders.X.Eckman@ampf.com | 6126717707
Industry Investment Management
Experience
Ameriprise Financial, Columbia Threadneedle Investments July 2015 - Present
Ameriprise Financial, Columbia Threadneedle Investments, RiverSource February 2014 - Present
Ameriprise Financial April 2011 - Present
Robert Half International May 2010 - April 2011
GF Parish Group June 2006 - May 2010
Skills
Talent Acquisition, Recruiting, Leadership, Sourcing, Interviews, Executive Search, Screening, Management, Hiring, Employee Benefits, Consulting, Resume Writing, Temporary Placement, Applicant Tracking...
Education
Gustavus Adolphus College 2002 — 2006
B.A., Political Science
Ameriprise Financial, Columbia Threadneedle Investments July 2015 - Present
Ameriprise Financial, Columbia Threadneedle Investments, RiverSource February 2014 - Present
Ameriprise Financial April 2011 - Present
Robert Half International May 2010 - April 2011
GF Parish Group June 2006 - May 2010
Skills
Talent Acquisition, Recruiting, Leadership, Sourcing, Interviews, Executive Search, Screening, Management, Hiring, Employee Benefits, Consulting, Resume Writing, Temporary Placement, Applicant Tracking...
Education
Gustavus Adolphus College 2002 — 2006
B.A., Political Science
Rudy Bruer Rudy Bruer's Ameriprise Financial Experience January 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial January 2010 - Present
Rotary 1994 - 2011
Moors & Cabot September 1993 - December 2009
Josephthal, Lyon & Ross 1992 - 1993
Education
Franklin Pierce University 1986 — 1990
bs, Economics, Finance
The Stony Brook School 1980 — 1986
Ameriprise Financial January 2010 - Present
Rotary 1994 - 2011
Moors & Cabot September 1993 - December 2009
Josephthal, Lyon & Ross 1992 - 1993
Education
Franklin Pierce University 1986 — 1990
bs, Economics, Finance
The Stony Brook School 1980 — 1986
Gail Kelly, MBA Gail Kelly, MBA's Ameriprise Financial Experience October 2005 - August 2009
Job Office Management Consultant
Industry Executive Office
Experience
Kelly's Service August 2009 - Present
County of Santa Clara October 2010 - April 2011
Ameriprise Financial October 2005 - August 2009
McDonald's Corporation January 1995 - October 2005
Skills
Training, Recruiting, Event Planning, Management, Budgets, Project Management, Customer Service, Sales, Office Management, QuickBooks, Customer Satisfaction, Team Building, Outlook, Leadership, Microsoft Excel, Human Resources
Education
Golden Gate University
MBA
San Jose City College 2010 — 2010
Notre Dame de Namur University
BA
Kelly's Service August 2009 - Present
County of Santa Clara October 2010 - April 2011
Ameriprise Financial October 2005 - August 2009
McDonald's Corporation January 1995 - October 2005
Skills
Training, Recruiting, Event Planning, Management, Budgets, Project Management, Customer Service, Sales, Office Management, QuickBooks, Customer Satisfaction, Team Building, Outlook, Leadership, Microsoft Excel, Human Resources
Education
Golden Gate University
MBA
San Jose City College 2010 — 2010
Notre Dame de Namur University
BA
Paul C. Prewitt's Ameriprise Financial Experience December 1994 - Present
Job ChFC, CRPC, Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 1994 - Present
Education
Florida State University 1973 — 1977
Finance
Ameriprise Financial December 1994 - Present
Education
Florida State University 1973 — 1977
Finance
Robert Klein | Retirement Income Planner Robert Klein | Retirement Income Planner's Ameriprise Financial Experience 1985 - 1986
Job CPA, PFS, CFP®, RICP®, CLTC; President Retirement Income Center
Industry Financial Services
Experience
Retirement Income Center 2011 - Present
Robert Klein, CPA 1989 - Present
Retirement Income Visions August 2009 - Present
MarketWatch Contributor January 2013 - Present
Financial Design Center 1998 - 2011
National and Local CPA and Financial Planning Firms 1980 - 1989
Ameriprise Financial 1985 - 1986
Skills
Retirement Planning, Investment Management, Tax Planning, Annuity Planning, Insurance Planning, Strategic Financial..., Retirement, Financial Advisory, Wealth Management, Financial Services, Investments, Estate Planning
Education
Golden Gate University 1989 — 1993
MST, Masters of Science in Taxation
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
University of Massachusetts, Amherst 1976 — 1977
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Retirement Income Center 2011 - Present
Robert Klein, CPA 1989 - Present
Retirement Income Visions August 2009 - Present
MarketWatch Contributor January 2013 - Present
Financial Design Center 1998 - 2011
National and Local CPA and Financial Planning Firms 1980 - 1989
Ameriprise Financial 1985 - 1986
Skills
Retirement Planning, Investment Management, Tax Planning, Annuity Planning, Insurance Planning, Strategic Financial..., Retirement, Financial Advisory, Wealth Management, Financial Services, Investments, Estate Planning
Education
Golden Gate University 1989 — 1993
MST, Masters of Science in Taxation
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
University of Massachusetts, Amherst 1976 — 1977
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Shanna Shillington Shanna Shillington's Ameriprise Financial Experience September 2005 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Education
Grand Valley State University 2002 — 2005
Bachelor of Business Administration, Finance
Ameriprise Financial September 2005 - Present
Education
Grand Valley State University 2002 — 2005
Bachelor of Business Administration, Finance
Julia Seroskie CFP®, ChFEBC Julia Seroskie CFP®, ChFEBC's Ameriprise Financial Experience 2006 - October 2009
Job V.P. of Investments & Director of Financial Planning at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Ameriprise Financial 2006 - October 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement, Estate Planning, Life & Health Licenses, Uniform Combined State..., 401k, Strategic Financial..., Series 66, Licensed in VA, MD, DC,..., Series 24, Licensed in AZ, SC, Finance, Life Insurance, Disability Insurance
Education
Georgetown University 2010 — 2011
CFP Certificate, Professional Education
James Madison University
Business Administration, Marketing
MassMutual Financial Group October 2009 - Present
Ameriprise Financial 2006 - October 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Retirement, Estate Planning, Life & Health Licenses, Uniform Combined State..., 401k, Strategic Financial..., Series 66, Licensed in VA, MD, DC,..., Series 24, Licensed in AZ, SC, Finance, Life Insurance, Disability Insurance
Education
Georgetown University 2010 — 2011
CFP Certificate, Professional Education
James Madison University
Business Administration, Marketing
Mark Sturm Mark Sturm's Ameriprise Financial Experience September 2007 - October 2009
Job Corporate Desktop Support Specialist
Industry Human Resources
Experience
Strayer University September 2012 - Present
American Technology Services February 2012 - September 2012
New Horizons Computer Learning Centers June 2010 - February 2012
Ameriprise Financial September 2007 - October 2009
JEB Stuart High School August 2006 - August 2007
St. Mary's School July 2005 - July 2006
Zed's Books February 2005 - July 2005
University of Mary Washington July 2002 - May 2003
National Hospice January 2001 - January 2002
Skills
Microsoft Office, Research, PowerPoint, Customer Service, Teaching, Coaching, Public Speaking, Training, Data Analysis, Microsoft Excel, Active Directory, Access, Management, Networking, Outlook
Education
George Mason University 2003 — 2005
Mathematics & Education
Mary Washington College 1999 — 2003
B.S. in Business Administration, Mathematics
Designations
George Mason University
Stuart 1995 — 1999
Strayer University September 2012 - Present
American Technology Services February 2012 - September 2012
New Horizons Computer Learning Centers June 2010 - February 2012
Ameriprise Financial September 2007 - October 2009
JEB Stuart High School August 2006 - August 2007
St. Mary's School July 2005 - July 2006
Zed's Books February 2005 - July 2005
University of Mary Washington July 2002 - May 2003
National Hospice January 2001 - January 2002
Skills
Microsoft Office, Research, PowerPoint, Customer Service, Teaching, Coaching, Public Speaking, Training, Data Analysis, Microsoft Excel, Active Directory, Access, Management, Networking, Outlook
Education
George Mason University 2003 — 2005
Mathematics & Education
Mary Washington College 1999 — 2003
B.S. in Business Administration, Mathematics
Designations
George Mason University
Stuart 1995 — 1999
Greg Blackwell Greg Blackwell's Ameriprise Financial Experience June 2001 - October 2007
Job Performance Coach Senior Consultant
Industry Financial Services
Experience
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Clay Turner's Ameriprise Financial Experience May 2008 - August 2008
Job Partner at Tom James Company
Industry Marketing and Advertising
Experience
Georgia Southern University 2011 - Present
The Tom James Company May 2009 - Present
Georgia Southern University December 2007 - May 2009
Georgia Southern University 2005 - 2009
Ameriprise Financial May 2008 - August 2008
Gwinnett Student Leadership Team 2003 - 2005
Skills
Teaching, Sales, Time Management, Leadership, New Business Development, Social Media, Customer Service, Event Planning, Apparel, Marketing, Public Speaking, Textiles, Direct Marketing, Social Media Marketing, Creative Direction, Budgets, Wardrobe, Training, Customer Satisfaction, Start-ups, Direct Sales, Social Networking, Marketing Strategy, Public Relations, Merchandising, Retail, Cold Calling, Facebook, Advertising, Account Management
Education
Georgia Southern University 2005 — 2009
Bachelors, Marketing Sales and Sales Management
Georgia Southern University - College of Business Administration 2005 — 2009
Bachelors, Marketing Emphasis in Sales
Dacula High School 2001 — 2005
Georgia Southern University 2011 - Present
The Tom James Company May 2009 - Present
Georgia Southern University December 2007 - May 2009
Georgia Southern University 2005 - 2009
Ameriprise Financial May 2008 - August 2008
Gwinnett Student Leadership Team 2003 - 2005
Skills
Teaching, Sales, Time Management, Leadership, New Business Development, Social Media, Customer Service, Event Planning, Apparel, Marketing, Public Speaking, Textiles, Direct Marketing, Social Media Marketing, Creative Direction, Budgets, Wardrobe, Training, Customer Satisfaction, Start-ups, Direct Sales, Social Networking, Marketing Strategy, Public Relations, Merchandising, Retail, Cold Calling, Facebook, Advertising, Account Management
Education
Georgia Southern University 2005 — 2009
Bachelors, Marketing Sales and Sales Management
Georgia Southern University - College of Business Administration 2005 — 2009
Bachelors, Marketing Emphasis in Sales
Dacula High School 2001 — 2005
Jenny Seckinger Jenny Seckinger's Ameriprise Financial Experience July 2009 - March 2013
Job Accountant at G.A. Richards Group
Industry Retail
Experience
G.A. Richards Group September 2015 - Present
Wolverine World Wide March 2013 - September 2015
Ameriprise Financial July 2009 - March 2013
Fifth Third Bank March 2006 - July 2009
Grand Rapids Community College January 2006 - March 2006
National City Bank February 2003 - November 2005
Skills
Data input and analysis, Financial report..., Understanding of GAAP, Microsoft Office, Internet Explorer, SAP, Close Attention to..., Research, Risk Management, Professional..., Accurate Data Entry, Accurate Record Keeping, Problem Solving, Opportunity Recognition, Retirement Planning, Financial Statements, Management, Microsoft Excel, Customer Service, Sales, Training, Time Management, Retail, Finance, Process Improvement, Inventory Management, Team Building, Public Speaking
Education
Western Michigan University 2011 — 2014
MBA, Business, 3.75
Grand Valley State University 2007 — 2009
B.B.A, Accounting, 3.602
Grand Rapids Community College 2005 — 2007
Associate in Business, Business Administration
G.A. Richards Group September 2015 - Present
Wolverine World Wide March 2013 - September 2015
Ameriprise Financial July 2009 - March 2013
Fifth Third Bank March 2006 - July 2009
Grand Rapids Community College January 2006 - March 2006
National City Bank February 2003 - November 2005
Skills
Data input and analysis, Financial report..., Understanding of GAAP, Microsoft Office, Internet Explorer, SAP, Close Attention to..., Research, Risk Management, Professional..., Accurate Data Entry, Accurate Record Keeping, Problem Solving, Opportunity Recognition, Retirement Planning, Financial Statements, Management, Microsoft Excel, Customer Service, Sales, Training, Time Management, Retail, Finance, Process Improvement, Inventory Management, Team Building, Public Speaking
Education
Western Michigan University 2011 — 2014
MBA, Business, 3.75
Grand Valley State University 2007 — 2009
B.B.A, Accounting, 3.602
Grand Rapids Community College 2005 — 2007
Associate in Business, Business Administration
Lyndsay Beaver Lyndsay Beaver's Ameriprise Financial Experience March 2003 - January 2007
Job Embedded Quality Assurance Tester Core at ZeniMax Online Studios
Industry Entertainment
Experience
ZeniMax Online Studios July 2013 - Present
Ameriprise Financial Ameriprise Advisor Center January 2007 - August 2011
Ameriprise Financial March 2003 - January 2007
Kinko's Inc September 2001 - March 2003
Micro Center September 2000 - January 2002
AuctionAnything.com April 1999 - April 2000
MacWorks January 1996 - February 1998
Mac Unlimited, Inc September 1994 - August 1995
Walt Disney World Company July 1991 - September 1994
Skills
Game Design, Gameplay, Unreal Engine 3, Unity3D, Video Games, Computer Games, Photoshop, Training & Development, Employee Training, Instructional Design, Sales Process, Client Services, Client Relationship..., Investments, Sales Presentations, Technical Presentations, Creative Writing, Team-oriented, Online Gaming, Management, Networking, CRM, Leadership
Education
Full Sail University 2011 — 2013
Bachelor of Science (B.S.), Game Design
University of Minnesota 2008 — 2010
Human Resource Development
Valencia Community College 1992 — 1994
Liberal Arts
ZeniMax Online Studios July 2013 - Present
Ameriprise Financial Ameriprise Advisor Center January 2007 - August 2011
Ameriprise Financial March 2003 - January 2007
Kinko's Inc September 2001 - March 2003
Micro Center September 2000 - January 2002
AuctionAnything.com April 1999 - April 2000
MacWorks January 1996 - February 1998
Mac Unlimited, Inc September 1994 - August 1995
Walt Disney World Company July 1991 - September 1994
Skills
Game Design, Gameplay, Unreal Engine 3, Unity3D, Video Games, Computer Games, Photoshop, Training & Development, Employee Training, Instructional Design, Sales Process, Client Services, Client Relationship..., Investments, Sales Presentations, Technical Presentations, Creative Writing, Team-oriented, Online Gaming, Management, Networking, CRM, Leadership
Education
Full Sail University 2011 — 2013
Bachelor of Science (B.S.), Game Design
University of Minnesota 2008 — 2010
Human Resource Development
Valencia Community College 1992 — 1994
Liberal Arts
Michael Deal, CMA, MBA, CBM Michael Deal, CMA, MBA, CBM's Ameriprise Financial Experience 2007 - 2007
Job Retired
Industry Accounting
Experience
Retired June 2013 - Present
Washington Gas June 2006 - June 2013
Ameriprise Financial 2007 - 2007
Louisville Gas & Electric January 2005 - June 2006
Indiana University Southeast 2005 - 2006
IMA - Louisville 2005 - 2006
IMA - Louisville 2005 - 2006
IMA - Louisville 2005 - 2006
Bechtel 1985 - 2004
Bechtel BBS - Phoenix 1995 - 2001
Skills
Cost Accounting, General Ledger, Employee Benefits, Accounting, PeopleSoft, Internal Controls, Finance, Account Reconciliation, Invoicing, Auditing, Financial Statements, SAP, Sarbanes-Oxley Act, IFRS, Consolidation, Financial Reporting, Variance Analysis, Fixed Assets, GAAP, Internal Audit, Financial Analysis
Education
Mount St. Mary's University 1986 — 1993
MBA, Finance
Frostburg State University 1981 — 1985
BS, Accounting / Business Administration
Retired June 2013 - Present
Washington Gas June 2006 - June 2013
Ameriprise Financial 2007 - 2007
Louisville Gas & Electric January 2005 - June 2006
Indiana University Southeast 2005 - 2006
IMA - Louisville 2005 - 2006
IMA - Louisville 2005 - 2006
IMA - Louisville 2005 - 2006
Bechtel 1985 - 2004
Bechtel BBS - Phoenix 1995 - 2001
Skills
Cost Accounting, General Ledger, Employee Benefits, Accounting, PeopleSoft, Internal Controls, Finance, Account Reconciliation, Invoicing, Auditing, Financial Statements, SAP, Sarbanes-Oxley Act, IFRS, Consolidation, Financial Reporting, Variance Analysis, Fixed Assets, GAAP, Internal Audit, Financial Analysis
Education
Mount St. Mary's University 1986 — 1993
MBA, Finance
Frostburg State University 1981 — 1985
BS, Accounting / Business Administration
Fatima Masumi's Ameriprise Financial Experience September 2007 - February 2010
Job Case Analyst at New York Life Insurance Company
Industry Professional Training & Coaching
Experience
New York Life Insurance Company May 2011 - Present
TMA Direct September 2010 - April 2011
ESI International June 2010 - August 2010
Ameriprise Financial September 2007 - February 2010
Chevy Chase Bank September 2004 - August 2007
Education
George Mason University 2003 — 2008
BA, Communication
New York Life Insurance Company May 2011 - Present
TMA Direct September 2010 - April 2011
ESI International June 2010 - August 2010
Ameriprise Financial September 2007 - February 2010
Chevy Chase Bank September 2004 - August 2007
Education
George Mason University 2003 — 2008
BA, Communication
Joel G Janssen Joel G Janssen's Ameriprise Financial Experience May 2010 - October 2010
Job Officer, Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Christopher Bacalis's Ameriprise Financial Experience 2003 - 2009
Job Managing Associate & Registered Principal at New England Financial
Industry Financial Services
Experience
New England Financial 2010 - Present
Ameriprise Financial 2003 - 2009
Ameriprise Financial 2000 - 2003
Ameriprise Financial 1998 - 2000
Boy Scouts of America 1992 - 1997
Skills
Retirement Planning
Education
Florida State University 1986 — 1991
BS
New England Financial 2010 - Present
Ameriprise Financial 2003 - 2009
Ameriprise Financial 2000 - 2003
Ameriprise Financial 1998 - 2000
Boy Scouts of America 1992 - 1997
Skills
Retirement Planning
Education
Florida State University 1986 — 1991
BS
Darren Banh's Ameriprise Financial Experience August 2009 - December 2010
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Merrill Lynch January 2011 - Present
Ameriprise Financial August 2009 - December 2010
Waddell & Reed January 2009 - June 2009
Merrill Lynch August 2007 - December 2008
Education
Georgetown University 2006 — 2010
Certificate
George Mason University 2001 — 2006
BA
Marcin F. Swiderski Marcin F. Swiderski's Ameriprise Financial Experience April 1998 - April 2000
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
The Legend Group October 2010 - Present
VALIC February 2005 - October 2010
Nationwide Insurance August 1999 - September 2001
Ameriprise Financial April 1998 - April 2000
Education
Franklin University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8/4
The Ohio State University Fisher College of Business 1989 — 1994
Bachelor of Science, International Business Administration
Philip L. Fraietta Philip L. Fraietta's Ameriprise Financial Experience August 2009 - December 2009
Job Associate Attorney at Bursor & Fisher, P.A.
Industry Law Practice
Experience
Bursor & Fisher, P.A. September 2014 - Present
Bursor & Fisher, P.A. May 2013 - August 2013
Atlantic Legal Foundation June 2012 - August 2012
Major League Baseball February 2011 - July 2011
Foundation for Economic Education January 2011 - February 2011
Atlantic Legal Foundation June 2010 - August 2010
Ameriprise Financial August 2009 - December 2009
Lieberman and LeBovit Law Firm July 2007 - August 2008
Skills
Legal Research, Westlaw, Legal Writing, Editing, Lexis, Economics
Education
Fordham University School of Law 2011 — 2014
JD, Cum Laude
Fordham University 2008 — 2010
B.A, Economics, Cum Laude
Bursor & Fisher, P.A. September 2014 - Present
Bursor & Fisher, P.A. May 2013 - August 2013
Atlantic Legal Foundation June 2012 - August 2012
Major League Baseball February 2011 - July 2011
Foundation for Economic Education January 2011 - February 2011
Atlantic Legal Foundation June 2010 - August 2010
Ameriprise Financial August 2009 - December 2009
Lieberman and LeBovit Law Firm July 2007 - August 2008
Skills
Legal Research, Westlaw, Legal Writing, Editing, Lexis, Economics
Education
Fordham University School of Law 2011 — 2014
JD, Cum Laude
Fordham University 2008 — 2010
B.A, Economics, Cum Laude
Roger Kasch Roger Kasch's Ameriprise Financial Experience January 1990 - December 1994
Job Financial Advisor with Kasch, Levitch, McAleer & Associates
Industry Financial Services
Experience
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services. January 1994 - Present
Ameriprise Financial January 1990 - December 1994
The Hartford Insurance Group January 1988 - January 1990
Education
Furman University 1985 — 1988
B.A., Business Administration
Kasch, Levitch, McAleer & Associates A financial advisory practice of Ameriprise Financial Services. January 1994 - Present
Ameriprise Financial January 1990 - December 1994
The Hartford Insurance Group January 1988 - January 1990
Education
Furman University 1985 — 1988
B.A., Business Administration
Robert C. Hill, Jr. Robert C. Hill, Jr.'s Ameriprise Financial Experience September 2000 - Present
Job Financial Planning Specialist, Cornerstone Wealth Management A Private Wealth Advisory Practice of Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial September 2000 - Present
Ameriprise Financial Services, Inc. August 2001 - June 2008
Education
Fordham University 1974 — 1979
BS, Finance, Management, Marketing
St Joseph's (Metuchen) 1972 — 1974
St Benedict's Prep 1970 — 1972
Ameriprise Financial September 2000 - Present
Ameriprise Financial Services, Inc. August 2001 - June 2008
Education
Fordham University 1974 — 1979
BS, Finance, Management, Marketing
St Joseph's (Metuchen) 1972 — 1974
St Benedict's Prep 1970 — 1972
Shannan Denison, CRPC® Shannan Denison, CRPC®'s Ameriprise Financial Experience June 2001 - March 2013
Job Financial Advisor at Denison Financial
Industry Financial Services
Experience
Denison Financial June 2013 - Present
Ameriprise Financial June 2001 - March 2013
George S. May International January 1998 - May 2000
French Outpost 1997 - 1999
Skills
Strategy, Finance, Retirement, Strategic Financial..., Series 7, Financial Services, Wealth Management, 401k, Asset Allocation, Investment Advisory, Time Management, 401k Rollovers, Long-term Care
Education
Grand Valley State University 1994 — 1999
BA, Psychology, French
Northview
Denison Financial June 2013 - Present
Ameriprise Financial June 2001 - March 2013
George S. May International January 1998 - May 2000
French Outpost 1997 - 1999
Skills
Strategy, Finance, Retirement, Strategic Financial..., Series 7, Financial Services, Wealth Management, 401k, Asset Allocation, Investment Advisory, Time Management, 401k Rollovers, Long-term Care
Education
Grand Valley State University 1994 — 1999
BA, Psychology, French
Northview
John G. McKenna John G. McKenna's Ameriprise Financial Experience October 2002 - November 2006
Job CoFounder at Training1Source
Industry Information Technology and Services
Experience
Training1Source February 2012 - Present
Global Knowledge November 2010 - February 2012
Global Knowledge December 2008 - November 2010
Global Knowledge July 2007 - December 2008
Ameriprise Financial October 2002 - November 2006
SAS 2006 - 2006
Raindance Communications 2000 - 2001
Skills
Sales Process, Account Management, Financial Services, Training Delivery, Operations Management, Salesforce.com, Training, Solution Selling, Strategic Partnerships, CRM, Direct Sales, Sales, Management, Business Development, Channel Partners, New Business Development, Product Management, Change Management, Selling, Sales Management, Marketing, Project Management, Sales Operations, Leadership, Channel, Cold Calling, Sales Presentations, Team Building, Customer Retention, Marketing Strategy
Education
Franciscan University of Steubenville 1991 — 1995
B.Sc, Business Admin.
Training1Source February 2012 - Present
Global Knowledge November 2010 - February 2012
Global Knowledge December 2008 - November 2010
Global Knowledge July 2007 - December 2008
Ameriprise Financial October 2002 - November 2006
SAS 2006 - 2006
Raindance Communications 2000 - 2001
Skills
Sales Process, Account Management, Financial Services, Training Delivery, Operations Management, Salesforce.com, Training, Solution Selling, Strategic Partnerships, CRM, Direct Sales, Sales, Management, Business Development, Channel Partners, New Business Development, Product Management, Change Management, Selling, Sales Management, Marketing, Project Management, Sales Operations, Leadership, Channel, Cold Calling, Sales Presentations, Team Building, Customer Retention, Marketing Strategy
Education
Franciscan University of Steubenville 1991 — 1995
B.Sc, Business Admin.
Sanjay Pattni's Ameriprise Financial Experience January 2010 - May 2010
Job Business Integration Finance and Risk Consultant at Accenture
Industry Computer Software
Experience
Accenture April 2014 - Present
CS STARS January 2012 - February 2014
The AES Corporation June 2011 - August 2011
CFA Global Investment Research Challenge January 2011 - July 2011
State Farm Insurance May 2010 - August 2010
Ameriprise Financial January 2010 - May 2010
Yummy Tummy Group January 2004 - January 2008
Skills
Microsoft Excel, Databases, Software Documentation, Business Analysis, SQL, Access, Salesforce.com, Microsoft SQL Server, Business Intelligence, Agile Methodologies, Data Analysis, Finance, Financial Analysis, Financial Modeling, Forecasting, HTML, Insurance, Microsoft Word, PowerPoint, SharePoint, Visio, Risk Management, Training
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
BBA, Risk Management and Insurance & Finance
Accenture April 2014 - Present
CS STARS January 2012 - February 2014
The AES Corporation June 2011 - August 2011
CFA Global Investment Research Challenge January 2011 - July 2011
State Farm Insurance May 2010 - August 2010
Ameriprise Financial January 2010 - May 2010
Yummy Tummy Group January 2004 - January 2008
Skills
Microsoft Excel, Databases, Software Documentation, Business Analysis, SQL, Access, Salesforce.com, Microsoft SQL Server, Business Intelligence, Agile Methodologies, Data Analysis, Finance, Financial Analysis, Financial Modeling, Forecasting, HTML, Insurance, Microsoft Word, PowerPoint, SharePoint, Visio, Risk Management, Training
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
BBA, Risk Management and Insurance & Finance
Arpita Guha Arpita Guha's Ameriprise Financial Experience January 2009 - May 2012
Job Business Development Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management June 2014 - Present
Deutsche Bank July 2012 - May 2014
Ameriprise Financial January 2009 - May 2012
Deutsche Bank June 2011 - August 2011
Med School Tutors June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science, Finance, International Business
AQR Capital Management June 2014 - Present
Deutsche Bank July 2012 - May 2014
Ameriprise Financial January 2009 - May 2012
Deutsche Bank June 2011 - August 2011
Med School Tutors June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science, Finance, International Business
Paola Kovacic's Ameriprise Financial Experience January 2011 - July 2012
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. February 2008 - December 2009
Armani Exchange July 2006 - February 2008
SEPHORA May 2005 - July 2006
Victoria's Secret March 2003 - January 2005
Skills
Fluent in Spanish and..., Management, Leadership, Customer Service, Sales, Training
Education
The University of Georgia 2000 — 2002
Georgia Perimeter College 1998 — 2000
Foreign Languages and Literatures, General
Ameriprise Financial Services, Inc. June 2012 - Present
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. February 2008 - December 2009
Armani Exchange July 2006 - February 2008
SEPHORA May 2005 - July 2006
Victoria's Secret March 2003 - January 2005
Skills
Fluent in Spanish and..., Management, Leadership, Customer Service, Sales, Training
Education
The University of Georgia 2000 — 2002
Georgia Perimeter College 1998 — 2000
Foreign Languages and Literatures, General
Ashley Wroten Ashley Wroten's Ameriprise Financial Experience October 2013 - July 2014
Job Associate Counsel at Ameriprise Financial Services, Inc.
Industry Law Practice
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial October 2013 - July 2014
Financial Industry Regulatory Authority July 2012 - October 2013
Snyder Kearney LLC May 2011 - June 2012
FINRA January 2011 - May 2011
Cohen, Snyder Eisenberg & Katzenberg, PA September 2009 - May 2010
Skills
Legal Research, Securities, Securities Litigation, Securities Regulation, Commercial Litigation, Legislative Relations, Corporate Law, Legal Writing, Westlaw, Civil Litigation, Lexis, Criminal Law, Legal Issues, Courts, Trials, Appeals, Document Review, Mediation, Intellectual Property, Litigation, International Law, Licensing
Education
Georgetown University Law Center 2010 — 2011
LL.M., Securities and Financial Regulation
University of Baltimore School of Law 2007 — 2010
J.D., Business Law
Towson University 2003 — 2007
B.S., Political Science
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial October 2013 - July 2014
Financial Industry Regulatory Authority July 2012 - October 2013
Snyder Kearney LLC May 2011 - June 2012
FINRA January 2011 - May 2011
Cohen, Snyder Eisenberg & Katzenberg, PA September 2009 - May 2010
Skills
Legal Research, Securities, Securities Litigation, Securities Regulation, Commercial Litigation, Legislative Relations, Corporate Law, Legal Writing, Westlaw, Civil Litigation, Lexis, Criminal Law, Legal Issues, Courts, Trials, Appeals, Document Review, Mediation, Intellectual Property, Litigation, International Law, Licensing
Education
Georgetown University Law Center 2010 — 2011
LL.M., Securities and Financial Regulation
University of Baltimore School of Law 2007 — 2010
J.D., Business Law
Towson University 2003 — 2007
B.S., Political Science
Herbert Thomas III Herbert Thomas III's Ameriprise Financial Experience 2006 - 2007
Job Experienced Associate at PriceWaterhouseCoopers
Industry Accounting
Experience
PwC January 2013 - Present
Ameriprise Financial 2006 - 2007
Skills
Finance, Investments, Asset Managment, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Equities, Risk Management, Valuation, Corporate Finance, Financial Accounting, Due Diligence, Investment Strategies, Financial Reporting, Series 63, Account Reconciliation, Mergers & Acquisitions, Auditing, Data Analysis, Financial Services, Mutual Funds, Accounting, Venture Capital, Private Equity, Tax, Bloomberg, Wealth Management, Securities, Competitive Analysis, Financial Planners, Alternative Investments, Series 7, Forecasting, Asset Management, Analysis, Bloomberg Terminal, Business Strategy, Internal Audit, Budgets, Managerial Finance, Fixed Income, Capital Markets, Equity Research, Relationship Management, Business Analysis, Sarbanes-Oxley Act, Banking, Credit, Strategic Planning
Education
Fordham Gabelli School of Business 2010 — 2012
Xavier University of Louisiana 2000 — 2003
BS, Chemistry
PwC January 2013 - Present
Ameriprise Financial 2006 - 2007
Skills
Finance, Investments, Asset Managment, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Equities, Risk Management, Valuation, Corporate Finance, Financial Accounting, Due Diligence, Investment Strategies, Financial Reporting, Series 63, Account Reconciliation, Mergers & Acquisitions, Auditing, Data Analysis, Financial Services, Mutual Funds, Accounting, Venture Capital, Private Equity, Tax, Bloomberg, Wealth Management, Securities, Competitive Analysis, Financial Planners, Alternative Investments, Series 7, Forecasting, Asset Management, Analysis, Bloomberg Terminal, Business Strategy, Internal Audit, Budgets, Managerial Finance, Fixed Income, Capital Markets, Equity Research, Relationship Management, Business Analysis, Sarbanes-Oxley Act, Banking, Credit, Strategic Planning
Education
Fordham Gabelli School of Business 2010 — 2012
Xavier University of Louisiana 2000 — 2003
BS, Chemistry
Cara Gould Holmberg, MBA Cara Gould Holmberg, MBA's Ameriprise Financial Experience 2002 - August 2015
Job Business Consultant at Holmberg & Associates, LLC
Industry Financial Services
Experience
Holmberg & Associates, LLC September 2015 - Present
Ameriprise Financial 2002 - August 2015
Ernst & Young 1998 - 2001
Skills
Management, Saving for Education, Financial Advisory, Financial Goals, Retirement Planning, Finance, Insurance, Financial Planning, Asset Allocation, Financial Analysis, Leadership, Strategic Financial..., Series 63, Strategic Planning, Mutual Funds, Series 7, Investments, Program Management
Education
University of St. Thomas
MBA, Finance
Gustavus Adolphus College
BA, International Business
Holmberg & Associates, LLC September 2015 - Present
Ameriprise Financial 2002 - August 2015
Ernst & Young 1998 - 2001
Skills
Management, Saving for Education, Financial Advisory, Financial Goals, Retirement Planning, Finance, Insurance, Financial Planning, Asset Allocation, Financial Analysis, Leadership, Strategic Financial..., Series 63, Strategic Planning, Mutual Funds, Series 7, Investments, Program Management
Education
University of St. Thomas
MBA, Finance
Gustavus Adolphus College
BA, International Business
Brian Haukoos Brian Haukoos's Ameriprise Financial Experience 2009 - 2011
Job Career & Recruiting Strategist | Talent Connector
Industry Staffing and Recruiting
Experience
US Bank 2011 - Present
Virtus Athletes 2013 - Present
Ameriprise Financial 2009 - 2011
Salo LLC February 2007 - July 2009
Target January 2005 - January 2007
Robert Half International 2001 - 2004
Skills
Recruiting, Talent Acquisition, Executive Search, Business Strategy, Leadership, Career Development, Sports, Thought Leadership, Coaching, Business Networking, Marketing, Relationship Building, Team Leadership, Career Counseling, Human Resources, Consulting, Talent Management, Resume Writing, Management, Building Relationships, Training, College Recruiting, Networking, Leadership Development, Executive Management, Succession Planning, Sourcing, Employer Branding
Education
Gustavus Adolphus College 1996 — 2000
BA
US Bank 2011 - Present
Virtus Athletes 2013 - Present
Ameriprise Financial 2009 - 2011
Salo LLC February 2007 - July 2009
Target January 2005 - January 2007
Robert Half International 2001 - 2004
Skills
Recruiting, Talent Acquisition, Executive Search, Business Strategy, Leadership, Career Development, Sports, Thought Leadership, Coaching, Business Networking, Marketing, Relationship Building, Team Leadership, Career Counseling, Human Resources, Consulting, Talent Management, Resume Writing, Management, Building Relationships, Training, College Recruiting, Networking, Leadership Development, Executive Management, Succession Planning, Sourcing, Employer Branding
Education
Gustavus Adolphus College 1996 — 2000
BA
Brian Oney Brian Oney's Ameriprise Financial Experience 2005 - 2006
Job FP&A Senior Manager Red River Division
Industry Food & Beverages
Experience
Dean Foods July 2015 - Present
Dean Foods June 2013 - Present
Lockheed Martin May 2012 - June 2013
Lockheed Martin January 2010 - May 2012
Lockheed Martin June 2009 - January 2010
Cessna Aircraft Company April 2007 - March 2009
Wolfe Electric, Inc January 2006 - April 2007
Ameriprise Financial 2005 - 2006
Skills
Project Management, Lean Manufacturing, Strategic Planning, Six Sigma, Process Improvement, Business Modeling, Critical Thinking, Financial Analysis, Cross-functional Team..., Strategy, Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MBA, Finance & Business Analytics, 3.9
Wichita State University 2006 — 2009
Bachelor, Industrial Engineering, 3.8
Fort Hays State University 2000 — 2005
Bachelor, Management, Minor - Math, Communications, 3.6
Dean Foods July 2015 - Present
Dean Foods June 2013 - Present
Lockheed Martin May 2012 - June 2013
Lockheed Martin January 2010 - May 2012
Lockheed Martin June 2009 - January 2010
Cessna Aircraft Company April 2007 - March 2009
Wolfe Electric, Inc January 2006 - April 2007
Ameriprise Financial 2005 - 2006
Skills
Project Management, Lean Manufacturing, Strategic Planning, Six Sigma, Process Improvement, Business Modeling, Critical Thinking, Financial Analysis, Cross-functional Team..., Strategy, Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MBA, Finance & Business Analytics, 3.9
Wichita State University 2006 — 2009
Bachelor, Industrial Engineering, 3.8
Fort Hays State University 2000 — 2005
Bachelor, Management, Minor - Math, Communications, 3.6
Alan Malkoff, CFP, MBA Alan Malkoff, CFP, MBA's Ameriprise Financial Experience April 1994 - June 2013
Job Consultant
Industry Financial Services
Experience
Ameriprise Financial April 1994 - June 2013
Milton Hershey School September 1987 - September 1993
The Hershey Company July 1976 - September 1987
Education
The Ohio State University 1970 — 1971
MBA, Finance
Georgia Institute of Technology 1964 — 1968
B.S., Management
Ameriprise Financial April 1994 - June 2013
Milton Hershey School September 1987 - September 1993
The Hershey Company July 1976 - September 1987
Education
The Ohio State University 1970 — 1971
MBA, Finance
Georgia Institute of Technology 1964 — 1968
B.S., Management
Ryan Stephenson, CFP® Ryan Stephenson, CFP®'s Ameriprise Financial Experience May 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2003 - Present
Education
Gettysburg College 1999 — 2003
Bachelors, Management and Economics
Cedar Cliff High School
Ameriprise Financial May 2003 - Present
Education
Gettysburg College 1999 — 2003
Bachelors, Management and Economics
Cedar Cliff High School
Myra Abbasi CIR Myra Abbasi CIR's Ameriprise Financial Experience January 2006 - June 2008
Job Senior Recruiter at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
Northwestern Mutual February 2012 - July 2013
Farmers Insurance & Financial Services February 2011 - January 2012
BB&T October 2010 - January 2011
Prudential April 2009 - September 2010
Ameriprise Financial January 2006 - June 2008
Skills
Sales Presentations, Taleo, Conflict Resolution, 401k, Mutual Funds, Employee Benefits, College Recruiting, Recruiting, Cold Calling, Performance Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Benefits Administration, Screening Resumes, Resume Writing, Interviews, Employee Relations, Sourcing, Benefits Negotiation, Temporary Placement, Internet Recruiting, Succession Planning, Hiring, HRIS, New Hire Orientations, Job Fairs, Training, Personnel Management, PeopleSoft, Temporary Staffing, Staffing Services, Deferred Compensation, Contract Recruitment, Executive Search, Screening, Business Networking, HR Consulting, Workforce Planning, Background Checks, Building Relationships, HR Policies, Employee Engagement, Corporate Recruiting, Employer Branding, Career Development, Job Descriptions
Education
George Mason University 2003 — 2005
BA, Communication
Edward Jones January 2014 - Present
Northwestern Mutual February 2012 - July 2013
Farmers Insurance & Financial Services February 2011 - January 2012
BB&T October 2010 - January 2011
Prudential April 2009 - September 2010
Ameriprise Financial January 2006 - June 2008
Skills
Sales Presentations, Taleo, Conflict Resolution, 401k, Mutual Funds, Employee Benefits, College Recruiting, Recruiting, Cold Calling, Performance Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Onboarding, Human Resources, Benefits Administration, Screening Resumes, Resume Writing, Interviews, Employee Relations, Sourcing, Benefits Negotiation, Temporary Placement, Internet Recruiting, Succession Planning, Hiring, HRIS, New Hire Orientations, Job Fairs, Training, Personnel Management, PeopleSoft, Temporary Staffing, Staffing Services, Deferred Compensation, Contract Recruitment, Executive Search, Screening, Business Networking, HR Consulting, Workforce Planning, Background Checks, Building Relationships, HR Policies, Employee Engagement, Corporate Recruiting, Employer Branding, Career Development, Job Descriptions
Education
George Mason University 2003 — 2005
BA, Communication
Donna S. Cates's Ameriprise Financial Experience March 2011 - Present
Job Financial Advisor, Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Institute for Divorce Financial Analysts March 2004 - 2013
Merrill Lynch October 2002 - March 2011
BNI April 2008 - October 2009
Smith Barney February 2000 - October 2002
Mary Kay Cosmetics December 1994 - March 2000
US Army Reserve Command January 1992 - December 1994
Second U.S. Army August 1984 - December 1993
Skills
Client Relationships, Customer Service, Public Speaking, Insurance Broker, Protection Planning, Skilled Communicator
Education
Georgia State University 1980 — 1984
BBA, Management and Psychology
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial March 2011 - Present
Institute for Divorce Financial Analysts March 2004 - 2013
Merrill Lynch October 2002 - March 2011
BNI April 2008 - October 2009
Smith Barney February 2000 - October 2002
Mary Kay Cosmetics December 1994 - March 2000
US Army Reserve Command January 1992 - December 1994
Second U.S. Army August 1984 - December 1993
Skills
Client Relationships, Customer Service, Public Speaking, Insurance Broker, Protection Planning, Skilled Communicator
Education
Georgia State University 1980 — 1984
BBA, Management and Psychology
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Anthony DeBellis, CFP® Anthony DeBellis, CFP®'s Ameriprise Financial Experience November 1998 - March 2010
Job Financial Planning Director at Florida Financial Group, an office of MetLife
Industry Financial Services
Experience
MetLife July 2010 - Present
Ameriprise Financial November 1998 - March 2010
Smarte Carte May 1993 - March 1998
Skills
Management, Team Building, Strategic Planning, Leadership, Finance, Financial Planning
Education
Georgetown University 1998 — 1998
Executive Education Certificate Program, Certificate in International Business Management
The George Washington University 1990 — 1994
B.A., International Affairs with a concentration in International Economics
St. Thomas HS
MetLife July 2010 - Present
Ameriprise Financial November 1998 - March 2010
Smarte Carte May 1993 - March 1998
Skills
Management, Team Building, Strategic Planning, Leadership, Finance, Financial Planning
Education
Georgetown University 1998 — 1998
Executive Education Certificate Program, Certificate in International Business Management
The George Washington University 1990 — 1994
B.A., International Affairs with a concentration in International Economics
St. Thomas HS
Morgan Nichols, CRPC® Morgan Nichols, CRPC®'s Ameriprise Financial Experience June 2015 - Present
Job Financial Advisor at Nichols Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Ameriprise Financial June 2015 - Present
John Hancock Investments April 2015 - June 2015
John Hancock Investments September 2014 - April 2015
John Hancock Investments May 2012 - September 2014
National Planning Corporation June 2008 - April 2012
Northwestern Mutual January 2011 - November 2011
Pepperdine University Center for the Arts September 2010 - August 2011
Pepperdine University August 2010 - August 2011
Skills
Client Relationships, Risk Management, Protection Planning, Leadership, Customer Experience, Strategic Planning, Education Planning, Customer Service
Education
Pepperdine University
Bachelor of Science, International Business
Fudan University
La Reina High School
Allyson Moravec's Ameriprise Financial Experience May 2010 - August 2010
Job Events Coordinator at RiverSource
Industry Financial Services
Experience
RiverSource December 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - December 2014
Tree Trust February 2013 - January 2014
Tree Trust June 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - April 2012
Tree Trust July 2011 - November 2011
Ameriprise Financial May 2010 - August 2010
Ameriprise Financial May 2008 - August 2008
Skills
Social Media, Event Planning, Event Management, Project Planning, Entertainment, Public Speaking, Research
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Theatre Arts
Goldsmiths, University of London 2009 — 2009
Theatre Arts
RiverSource December 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - December 2014
Tree Trust February 2013 - January 2014
Tree Trust June 2012 - February 2013
Ameriprise Financial Services, Inc. January 2012 - April 2012
Tree Trust July 2011 - November 2011
Ameriprise Financial May 2010 - August 2010
Ameriprise Financial May 2008 - August 2008
Skills
Social Media, Event Planning, Event Management, Project Planning, Entertainment, Public Speaking, Research
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Theatre Arts
Goldsmiths, University of London 2009 — 2009
Theatre Arts
Adam G Maggs's Ameriprise Financial Experience December 2009 - May 2010
Job Paraplanner to Rick Saunders, CFP® , ChFC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2014
Ameriprise Financial Services, Inc. August 2012 - February 2013
Prudential Financial May 2012 - August 2012
Ameriprise Financial December 2009 - May 2010
Ameriprise Financial December 2006 - May 2007
Skills
Ethical Character, Client Relationships, Skilled Communicator, Strategic Planning, Analytical
Education
The American College of Financial Services 2013 — 2017
Certified Financial Planner
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
BBA, Management
Georgia Institute of Technology 2010 — 2010
Evans High School 2002 — 2007
College Preparatory with Distinction
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2014
Ameriprise Financial Services, Inc. August 2012 - February 2013
Prudential Financial May 2012 - August 2012
Ameriprise Financial December 2009 - May 2010
Ameriprise Financial December 2006 - May 2007
Skills
Ethical Character, Client Relationships, Skilled Communicator, Strategic Planning, Analytical
Education
The American College of Financial Services 2013 — 2017
Certified Financial Planner
Georgia State University - J. Mack Robinson College of Business 2007 — 2012
BBA, Management
Georgia Institute of Technology 2010 — 2010
Evans High School 2002 — 2007
College Preparatory with Distinction
Alyssa Fischer's Ameriprise Financial Experience July 2005 - June 2006
Job
Industry Real Estate
Experience
ENGEL & VÖLKERS, Minneapolis August 2015 - Present
Reuter Bray Group, RE/MAX Results October 2014 - July 2015
Results Support Services August 2011 - October 2014
Priscilla of Boston December 2010 - June 2011
BI April 2008 - December 2010
BI June 2006 - March 2008
Ameriprise Financial July 2005 - June 2006
Skills
Customer Service, Real Estate, Sales Management, Marketing, Marketing Communications, Selling, Business Intelligence, Sellers, Sales, Account Management, Relocation, Marketing Strategy, New Business Development
Education
Gustavus Adolphus College 2001 — 2005
Bachelor of Arts, Communication Studies, Management
ENGEL & VÖLKERS, Minneapolis August 2015 - Present
Reuter Bray Group, RE/MAX Results October 2014 - July 2015
Results Support Services August 2011 - October 2014
Priscilla of Boston December 2010 - June 2011
BI April 2008 - December 2010
BI June 2006 - March 2008
Ameriprise Financial July 2005 - June 2006
Skills
Customer Service, Real Estate, Sales Management, Marketing, Marketing Communications, Selling, Business Intelligence, Sellers, Sales, Account Management, Relocation, Marketing Strategy, New Business Development
Education
Gustavus Adolphus College 2001 — 2005
Bachelor of Arts, Communication Studies, Management
Ashley Tavalario's Ameriprise Financial Experience March 2014 - Present
Job Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2014 - Present
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Investments, Asset Managment, Private Equity, Financial Reporting, Capital Markets, Due Diligence, Financial Risk, Accounting, DCF Valuation, Investment Banking, Asset Management, Management
Education
Florida State University - College of Business 2005 — 2009
BS, Finance/Multinational Business/Spanish
Ameriprise Financial March 2014 - Present
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Investments, Asset Managment, Private Equity, Financial Reporting, Capital Markets, Due Diligence, Financial Risk, Accounting, DCF Valuation, Investment Banking, Asset Management, Management
Education
Florida State University - College of Business 2005 — 2009
BS, Finance/Multinational Business/Spanish
Lydia Muna Lydia Muna's Ameriprise Financial Experience July 2006 - July 2010
Job Operations Manager at Xpress Transportation
Industry International Affairs
Experience
Xpress Transportation June 2012 - Present
AMERIPRISE FINANCIAL July 2006 - July 2010
Transparency International June 2009 - July 2009
PAN AFRICAN LAWYERS UNION April 2007 - June 2007
Ameriprise Financial April 2004 - June 2006
BOWEN AND RUTTY, PC September 2001 - July 2003
NATIONAL STUDENT PARTNERSHIP October 2001 - May 2003
Skills
Global Affairs, Superior Client Service, Relationship Management, Financial Goals, Advocacy, Building Relationships, Seminar Marketing, Research, Report Writing, Politics, Political Science, Strategic Communications, Government, International Relations, Policy Analysis, International..., Economics, Public Policy, Public Speaking, Management, Event Planning, Nonprofits
Education
New York University 2010 — 2012
Masters of Science, Global Affairs; Transnational Security and Humanitarian Affairs & Assistance
Fordham Univerity 2000 — 2004
Bachelor of Arts, French Language and Literature
Fordham University 2000 — 2004
Bachelor of Arts, International Political Economy
Xpress Transportation June 2012 - Present
AMERIPRISE FINANCIAL July 2006 - July 2010
Transparency International June 2009 - July 2009
PAN AFRICAN LAWYERS UNION April 2007 - June 2007
Ameriprise Financial April 2004 - June 2006
BOWEN AND RUTTY, PC September 2001 - July 2003
NATIONAL STUDENT PARTNERSHIP October 2001 - May 2003
Skills
Global Affairs, Superior Client Service, Relationship Management, Financial Goals, Advocacy, Building Relationships, Seminar Marketing, Research, Report Writing, Politics, Political Science, Strategic Communications, Government, International Relations, Policy Analysis, International..., Economics, Public Policy, Public Speaking, Management, Event Planning, Nonprofits
Education
New York University 2010 — 2012
Masters of Science, Global Affairs; Transnational Security and Humanitarian Affairs & Assistance
Fordham Univerity 2000 — 2004
Bachelor of Arts, French Language and Literature
Fordham University 2000 — 2004
Bachelor of Arts, International Political Economy
Jehan Haddadin's Ameriprise Financial Experience March 2008 - March 2010
Job National Account Manager at InComm
Industry Financial Services
Experience
InComm January 2015 - Present
InComm May 2014 - December 2014
InComm April 2013 - April 2014
InComm October 2012 - April 2013
InComm January 2012 - October 2012
Ameriprise Financial March 2008 - March 2010
Skills
Customer Service, Microsoft Office, Public Speaking, Facebook, Retail Sales, Spanish, Presentation Development, Microsoft Excel, Marketing, Sales, Interpersonal..., Interpersonal..., Access, Event Planning, Outlook, Data Entry, Administrative..., Social Media, Inventory Management, Spreadsheets, Written Correspondence, Time Management, Training, Microsoft Word, PowerPoint, Leadership, Product Management, Account Management, Product development, Digital Distribution, Vendor Management, Strategic Partnerships, Product Development, Salesforce.com
Education
Georgia State University 2006 — 2011
Speech, Public & Political Communication
InComm January 2015 - Present
InComm May 2014 - December 2014
InComm April 2013 - April 2014
InComm October 2012 - April 2013
InComm January 2012 - October 2012
Ameriprise Financial March 2008 - March 2010
Skills
Customer Service, Microsoft Office, Public Speaking, Facebook, Retail Sales, Spanish, Presentation Development, Microsoft Excel, Marketing, Sales, Interpersonal..., Interpersonal..., Access, Event Planning, Outlook, Data Entry, Administrative..., Social Media, Inventory Management, Spreadsheets, Written Correspondence, Time Management, Training, Microsoft Word, PowerPoint, Leadership, Product Management, Account Management, Product development, Digital Distribution, Vendor Management, Strategic Partnerships, Product Development, Salesforce.com
Education
Georgia State University 2006 — 2011
Speech, Public & Political Communication
David C. Johnson's Ameriprise Financial Experience May 2007 - November 2008
Job Telemedicine Network Program Coordinator at Fort Drum Regional Health Planning Organization
Industry Financial Services
Experience
Fort Drum Regional Health Planning Organization April 2014 - Present
MetLife March 2012 - April 2014
Alliance Brokerage Services July 2010 - March 2012
Chase December 2009 - July 2010
Transamerica November 2008 - December 2009
Ameriprise Financial May 2007 - November 2008
Ameriprise Financial January 2006 - May 2007
Ameriprise Financial October 1997 - January 2006
Skills
Project Management, Strategic Planning, Leadership, Retirement, Marketing, Finance, Wealth, Portfolio Management, Public Speaking
Education
Gordon Conwell Theological Seminary 1989 — 1992
M.Div., Theology
State University of New York College at Potsdam 1985 — 1989
B.A., English/Writing
Fort Drum Regional Health Planning Organization April 2014 - Present
MetLife March 2012 - April 2014
Alliance Brokerage Services July 2010 - March 2012
Chase December 2009 - July 2010
Transamerica November 2008 - December 2009
Ameriprise Financial May 2007 - November 2008
Ameriprise Financial January 2006 - May 2007
Ameriprise Financial October 1997 - January 2006
Skills
Project Management, Strategic Planning, Leadership, Retirement, Marketing, Finance, Wealth, Portfolio Management, Public Speaking
Education
Gordon Conwell Theological Seminary 1989 — 1992
M.Div., Theology
State University of New York College at Potsdam 1985 — 1989
B.A., English/Writing
Chip Daymude Chip Daymude's Ameriprise Financial Experience May 2008 - October 2008
Job Seeking a career in Public Finance and Data Analysis
Industry Government Administration
Experience
USDA April 2015 - Present
US Census Bureau June 2011 - November 2014
Georgia State University January 2010 - December 2011
Georgia State University August 2010 - May 2011
CAMotion, Incorporated June 2009 - January 2010
ING Georgia Marathon & Half Marathon January 2009 - March 2009
Ameriprise Financial May 2008 - October 2008
University of Georgia September 2006 - May 2008
Skills
Statistical Analysis, Technical Writing, Data Management, Statistics, Data Analysis, Research, SPSS, Analysis, Access, Report Writing, Public Speaking, Microsoft Office, PowerPoint, Policy, Grant Writing, Economics, Program Evaluation, Management, Policy Analysis, Qualitative Research, Public Policy, Stata
Education
Georgia State University 2010 — 2011
Master of Public Administration, Management & Finance
The University of Georgia 2004 — 2008
BBA, International Business
University of Georgia - Terry College of Business 2004 — 2008
BBA, International Business, Finance, Spanish
USDA April 2015 - Present
US Census Bureau June 2011 - November 2014
Georgia State University January 2010 - December 2011
Georgia State University August 2010 - May 2011
CAMotion, Incorporated June 2009 - January 2010
ING Georgia Marathon & Half Marathon January 2009 - March 2009
Ameriprise Financial May 2008 - October 2008
University of Georgia September 2006 - May 2008
Skills
Statistical Analysis, Technical Writing, Data Management, Statistics, Data Analysis, Research, SPSS, Analysis, Access, Report Writing, Public Speaking, Microsoft Office, PowerPoint, Policy, Grant Writing, Economics, Program Evaluation, Management, Policy Analysis, Qualitative Research, Public Policy, Stata
Education
Georgia State University 2010 — 2011
Master of Public Administration, Management & Finance
The University of Georgia 2004 — 2008
BBA, International Business
University of Georgia - Terry College of Business 2004 — 2008
BBA, International Business, Finance, Spanish
Ricky Ashenfelter Ricky Ashenfelter's Ameriprise Financial Experience September 2006 - May 2009
Job CoFounder & CEO of Spoiler Alert
Industry Renewables & Environment
Experience
Spoiler Alert November 2013 - Present
NextEra Energy June 2014 - August 2014
Cambrian Innovation January 2014 - February 2014
Deloitte December 2010 - June 2013
ClearCarbon Inc. July 2009 - December 2010
U.S. Environmental Protection Agency January 2009 - May 2009
Ameriprise Financial September 2006 - May 2009
Lincoln Financial Group May 2008 - August 2008
Skills
Sustainability, Energy, Financial Modeling, Strategy, Management Consulting, Corporate Social..., Business Strategy, Data Analysis, Entrepreneurship, Renewable Energy, Research, Project Management, Climate Change, Sustainable Business, Retail, Strategic Communications, Sustainability Reporting, Carbon Management, Analysis, Carbon, Finance, Leadership
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Sustainability, Entrepreneurship & Innovation, 4.7 / 5.0
Georgetown University 2005 — 2009
Bachelor's Degree, Finance, Management & Environmental Studies, 3.7 / 4.0
Spoiler Alert November 2013 - Present
NextEra Energy June 2014 - August 2014
Cambrian Innovation January 2014 - February 2014
Deloitte December 2010 - June 2013
ClearCarbon Inc. July 2009 - December 2010
U.S. Environmental Protection Agency January 2009 - May 2009
Ameriprise Financial September 2006 - May 2009
Lincoln Financial Group May 2008 - August 2008
Skills
Sustainability, Energy, Financial Modeling, Strategy, Management Consulting, Corporate Social..., Business Strategy, Data Analysis, Entrepreneurship, Renewable Energy, Research, Project Management, Climate Change, Sustainable Business, Retail, Strategic Communications, Sustainability Reporting, Carbon Management, Analysis, Carbon, Finance, Leadership
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Sustainability, Entrepreneurship & Innovation, 4.7 / 5.0
Georgetown University 2005 — 2009
Bachelor's Degree, Finance, Management & Environmental Studies, 3.7 / 4.0
Meagan Ross, PMP's Ameriprise Financial Experience August 2006 - March 2007
Job Consultant at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting, LLP September 2010 - Present
Deloitte Consulting, LLP May 2009 - September 2010
BearingPoint April 2007 - May 2009
Ameriprise Financial August 2006 - March 2007
Ameriprise Financial August 2004 - August 2006
Skills
Program Management, MS Project, Analysis, PMP, Project Planning, Strategy, Six Sigma, Project Management, Management, Financial Analysis, Financial Reporting, Earned Value Management, Integrated Master..., Portfolio Management, Microsoft Office, Microsoft Excel, Government Contracting, Federal Government
Education
Florida State University - College of Business 2002 — 2006
B.S., Finance
Deloitte Consulting, LLP September 2010 - Present
Deloitte Consulting, LLP May 2009 - September 2010
BearingPoint April 2007 - May 2009
Ameriprise Financial August 2006 - March 2007
Ameriprise Financial August 2004 - August 2006
Skills
Program Management, MS Project, Analysis, PMP, Project Planning, Strategy, Six Sigma, Project Management, Management, Financial Analysis, Financial Reporting, Earned Value Management, Integrated Master..., Portfolio Management, Microsoft Office, Microsoft Excel, Government Contracting, Federal Government
Education
Florida State University - College of Business 2002 — 2006
B.S., Finance
Adrian Ganson Adrian Ganson's Ameriprise Financial Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2003 - Present
Education
Georgia State University 1990 — 1995
BBA, Management
Mayfield Secondary School 1985 — 1990
Ameriprise Financial 2003 - Present
Education
Georgia State University 1990 — 1995
BBA, Management
Mayfield Secondary School 1985 — 1990
Ileah Glenn's Ameriprise Financial Experience June 2014 - Present
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Ameriprise Financial June 2014 - Present
Skills
Office Management, Marketing Communications, Client Services, Marketing Strategy, Client Relations, Meeting Scheduling, Account Management, Social Media, Social Media Marketing, Email Marketing, Sales, Financial Statements, Online Marketing, Marketing, Integrated Marketing
Education
Georgia State University 2011 — 2014
Bachelor of Science (B.S.), Psychology
Georgia State University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Ameriprise Financial June 2014 - Present
Skills
Office Management, Marketing Communications, Client Services, Marketing Strategy, Client Relations, Meeting Scheduling, Account Management, Social Media, Social Media Marketing, Email Marketing, Sales, Financial Statements, Online Marketing, Marketing, Integrated Marketing
Education
Georgia State University 2011 — 2014
Bachelor of Science (B.S.), Psychology
Georgia State University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Carson Bowlin's Ameriprise Financial Experience November 2009 - May 2010
Job Analyst at Heartland LLC
Industry Commercial Real Estate
Experience
Heartland LLC October 2014 - Present
Off-Belay Americas July 2013 - September 2014
Morgan Stanley June 2011 - July 2013
Wells Fargo Bank July 2010 - August 2010
Ameriprise Financial November 2009 - May 2010
The White House January 2008 - June 2008
U.S. Senate Campaign September 2006 - December 2006
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Political Science
Heartland LLC October 2014 - Present
Off-Belay Americas July 2013 - September 2014
Morgan Stanley June 2011 - July 2013
Wells Fargo Bank July 2010 - August 2010
Ameriprise Financial November 2009 - May 2010
The White House January 2008 - June 2008
U.S. Senate Campaign September 2006 - December 2006
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Political Science
Brittany Faranda's Ameriprise Financial Experience 2006 - 2008
Job Sales, marketing
Industry Real Estate
Experience
Greystar Real Estate Partners March 2012 - Present
Equity Residential March 2009 - May 2011
Max's Grille 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Leases, Apartments, Property Management, Rentals, Lease Administration, Real Estate, Property, Fair Housing, OneSite, Negotiation, Real Estate Development, Investments, Real Estate Transactions, Yardi, Lease Negotiations, Tenant, Residential Homes, Investment Properties, Disposition
Education
Florida State University 2002 — 2006
Bachelor of Science, Sociology, Psychology
Greystar Real Estate Partners March 2012 - Present
Equity Residential March 2009 - May 2011
Max's Grille 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Leases, Apartments, Property Management, Rentals, Lease Administration, Real Estate, Property, Fair Housing, OneSite, Negotiation, Real Estate Development, Investments, Real Estate Transactions, Yardi, Lease Negotiations, Tenant, Residential Homes, Investment Properties, Disposition
Education
Florida State University 2002 — 2006
Bachelor of Science, Sociology, Psychology
Mike Uhl Mike Uhl's Ameriprise Financial Experience August 2013 - August 2015
Job Sr. Analyst, OptiFreight Logistics Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health August 2015 - Present
Ameriprise Financial August 2013 - August 2015
Cardinal Health November 2011 - August 2013
Cardinal Health August 2010 - November 2011
Cardinal Health June 2009 - August 2010
Skills
Business Process..., Project Management, Cross-functional Team..., Change Management, Six Sigma, Lean Six Sigma Kaizen..., Business Relationship..., Risk Management, Strategic Thinking, Leading Organizational..., CRM, Data Analysis
Education
Franklin University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8
Cardinal Health August 2015 - Present
Ameriprise Financial August 2013 - August 2015
Cardinal Health November 2011 - August 2013
Cardinal Health August 2010 - November 2011
Cardinal Health June 2009 - August 2010
Skills
Business Process..., Project Management, Cross-functional Team..., Change Management, Six Sigma, Lean Six Sigma Kaizen..., Business Relationship..., Risk Management, Strategic Thinking, Leading Organizational..., CRM, Data Analysis
Education
Franklin University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8
Chelsea Lasik's Ameriprise Financial Experience October 2011 - June 2012
Job Audit Staff Accountant at EY
Industry Accounting
Experience
EY January 2015 - Present
Virginia Tech Foundation October 2012 - March 2014
Global Children Foundation January 2012 - January 2014
Ernst & Young June 2013 - August 2013
Ameriprise Financial October 2011 - June 2012
Texas de Brazil June 2011 - December 2011
Studio Bleu Dance Center August 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Public Relations, Auditing, Nonprofits, Time Management
Education
Virginia Tech University 2012 — 2014
B.S, Accounting, Graduate
George Mason University 2010 — 2012
B.F.A; B.S, Dance; Accounting
Northern Virginia Community College
Potomac Falls High School
EY January 2015 - Present
Virginia Tech Foundation October 2012 - March 2014
Global Children Foundation January 2012 - January 2014
Ernst & Young June 2013 - August 2013
Ameriprise Financial October 2011 - June 2012
Texas de Brazil June 2011 - December 2011
Studio Bleu Dance Center August 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Accounting, Public Relations, Auditing, Nonprofits, Time Management
Education
Virginia Tech University 2012 — 2014
B.S, Accounting, Graduate
George Mason University 2010 — 2012
B.F.A; B.S, Dance; Accounting
Northern Virginia Community College
Potomac Falls High School
Tristian Owusu-Yaw Tristian Owusu-Yaw's Ameriprise Financial Experience May 2006 - October 2007
Job Territory Manager at RJ Reynolds
Industry Consumer Goods
Experience
RJ Reynolds October 2013 - Present
Bouchard Insurance April 2012 - September 2013
Morgan Stanley Smith Barney October 2007 - April 2012
Ameriprise Financial May 2006 - October 2007
Skills
Leadership, CRM, Management, Cross-functional Team..., Insurance, Investments, Sales, Portfolio Management, Marketing, Sales Operations, Fixed Annuities, Analysis, Market Research, HTML 5, CSS, Business Development, Strategic Planning, Strategy, Sales Management, Account Management, Customer Service, Business Planning, Finance
Education
Furman University 2002 — 2006
Bachelors of Arts, Philosophy, Political Science
My School 2002 — 2006
Bachelor of Arts (BA), Philosophy
RJ Reynolds October 2013 - Present
Bouchard Insurance April 2012 - September 2013
Morgan Stanley Smith Barney October 2007 - April 2012
Ameriprise Financial May 2006 - October 2007
Skills
Leadership, CRM, Management, Cross-functional Team..., Insurance, Investments, Sales, Portfolio Management, Marketing, Sales Operations, Fixed Annuities, Analysis, Market Research, HTML 5, CSS, Business Development, Strategic Planning, Strategy, Sales Management, Account Management, Customer Service, Business Planning, Finance
Education
Furman University 2002 — 2006
Bachelors of Arts, Philosophy, Political Science
My School 2002 — 2006
Bachelor of Arts (BA), Philosophy
Mara Chomsky's Ameriprise Financial Experience 2003 - 2005
Job Global Community Management Lead at Google
Industry Management Consulting
Experience
Google February 2014 - Present
American Express April 2013 - February 2014
American Express June 2012 - April 2013
American Express September 2010 - June 2012
American Express October 2009 - October 2010
American Express March 2008 - February 2010
Progressive Nursing Staffers June 2005 - August 2006
Pratt and Whitney Rocketdyne 2006 - 2006
Ameriprise Financial 2003 - 2005
American Express Financial Advisors 2003 - 2005
Skills
Web Development, Strategy, Strategic Planning, Business Analysis, Technology, Process Improvement, Analytics, Product Development, Content Strategy, Product Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Management Systems
Franklin & Marshall College 1999 — 2003
bachelors, biology
Indian Hills High School
Google February 2014 - Present
American Express April 2013 - February 2014
American Express June 2012 - April 2013
American Express September 2010 - June 2012
American Express October 2009 - October 2010
American Express March 2008 - February 2010
Progressive Nursing Staffers June 2005 - August 2006
Pratt and Whitney Rocketdyne 2006 - 2006
Ameriprise Financial 2003 - 2005
American Express Financial Advisors 2003 - 2005
Skills
Web Development, Strategy, Strategic Planning, Business Analysis, Technology, Process Improvement, Analytics, Product Development, Content Strategy, Product Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Management Systems
Franklin & Marshall College 1999 — 2003
bachelors, biology
Indian Hills High School
Andrew W Johnson, MBA Andrew W Johnson, MBA's Ameriprise Financial Experience January 2004 - August 2008
Job AVP Operations at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services July 2015 - Present
Wells Fargo Global Fund Services December 2013 - July 2015
Wells Fargo Global Fund Services June 2012 - December 2013
CarVal Investors 2011 - June 2012
Ameriprise Financial January 2004 - August 2008
Ameriprise Financial December 2002 - January 2004
Skills
Margin Analysis, Equity Trading, Options Strategies, Financial Processes, Financial Analysis, Bonds, Leadership, Forecasting, Equities, Derivatives, Investments, Risk Management, FX Options, Corporate Finance, Financial Modeling, Asset Managment, Finance, Securities, Management, Fixed Income, Credit, Valuation, Bloomberg, Alternative Investments, Business Analysis, Analysis, Strategic Financial..., Credit Analysis, Series 7, Prime Brokerage, Swaps, Trading, Settlement, Interest Rate Swaps
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts, International Business Management
Albert-Ludwigs-Universität Freiburg im Breisgau 2000 — 2000
German, International Business
Wells Fargo Global Fund Services July 2015 - Present
Wells Fargo Global Fund Services December 2013 - July 2015
Wells Fargo Global Fund Services June 2012 - December 2013
CarVal Investors 2011 - June 2012
Ameriprise Financial January 2004 - August 2008
Ameriprise Financial December 2002 - January 2004
Skills
Margin Analysis, Equity Trading, Options Strategies, Financial Processes, Financial Analysis, Bonds, Leadership, Forecasting, Equities, Derivatives, Investments, Risk Management, FX Options, Corporate Finance, Financial Modeling, Asset Managment, Finance, Securities, Management, Fixed Income, Credit, Valuation, Bloomberg, Alternative Investments, Business Analysis, Analysis, Strategic Financial..., Credit Analysis, Series 7, Prime Brokerage, Swaps, Trading, Settlement, Interest Rate Swaps
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts, International Business Management
Albert-Ludwigs-Universität Freiburg im Breisgau 2000 — 2000
German, International Business
Jill Hubers Haspert Jill Hubers Haspert's Ameriprise Financial Experience November 2004 - May 2006
Job Sr. Associate Marketing Manager at General Mills
Industry Consumer Goods
Experience
General Mills November 2013 - Present
Bolder Options January 2012 - Present
General Mills June 2011 - Present
Tix for Tots July 2009 - Present
Carlson School of Management March 2010 - May 2011
Carlson School of Management August 2009 - May 2011
Target June 2010 - August 2010
General Mills November 2007 - August 2009
General Mills May 2006 - November 2007
Ameriprise Financial November 2004 - May 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Masters of Business Administration, Marketing and Brand Management
Gustavus Adolphus College 2000 — 2004
BA, Economics, Cum Laude
General Mills November 2013 - Present
Bolder Options January 2012 - Present
General Mills June 2011 - Present
Tix for Tots July 2009 - Present
Carlson School of Management March 2010 - May 2011
Carlson School of Management August 2009 - May 2011
Target June 2010 - August 2010
General Mills November 2007 - August 2009
General Mills May 2006 - November 2007
Ameriprise Financial November 2004 - May 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Masters of Business Administration, Marketing and Brand Management
Gustavus Adolphus College 2000 — 2004
BA, Economics, Cum Laude
Randall Gniadecki Randall Gniadecki's Ameriprise Financial Experience October 2005 - September 2006
Job Apprentice Bricklayer, Local 21
Industry Construction
Experience
Freelance Online Optimization Specialist - Formerly Marketing Curve September 2005 - September 2015
Homewood Area Chamber of Commerce February 2011 - February 2012
Moveo Integrated Branding January 2008 - December 2008
Starbucks October 2006 - September 2008
Ameriprise Financial October 2005 - September 2006
Circle K Painting, Inc. June 2004 - April 2005
LEONA’S PIZZARIA, D.B.A. BUZZ COFFEE & CRAVINGS December 2003 - August 2004
Oak Lakes, Inc. D.B.A. Nancy's Pizza Express December 2000 - October 2002
A & E Hobbies, Inc. October 1998 - April 2001
Panduit February 1996 - December 1998
Skills
SEO, Google Analytics, Public Speaking, Facebook, Blogging, Blogger, SEM, Strategic Planning, Microsoft Excel, Google Adwords, Keyword Research, Training, PowerPoint, Networking, WebTrends Analytics, Fundraising, Marketing, Management, Social Networking, CRM, Social Media, Advertising, E-commerce, Social Media Marketing, Competitive Analysis, Content Strategy, Copywriting, Press Releases, WordPress
Education
Governors State University 1999 — 2003
Baccalaureate of Arts, Business and Public Administration: Management
South Suburban College 1994 — 1998
Associate of Arts, English, Communications, Education
Western Illinois University 1992 — 1994
Oak Forest High School 1988 — 1992
High School Diploma, Challenge Curriculum
Freelance Online Optimization Specialist - Formerly Marketing Curve September 2005 - September 2015
Homewood Area Chamber of Commerce February 2011 - February 2012
Moveo Integrated Branding January 2008 - December 2008
Starbucks October 2006 - September 2008
Ameriprise Financial October 2005 - September 2006
Circle K Painting, Inc. June 2004 - April 2005
LEONA’S PIZZARIA, D.B.A. BUZZ COFFEE & CRAVINGS December 2003 - August 2004
Oak Lakes, Inc. D.B.A. Nancy's Pizza Express December 2000 - October 2002
A & E Hobbies, Inc. October 1998 - April 2001
Panduit February 1996 - December 1998
Skills
SEO, Google Analytics, Public Speaking, Facebook, Blogging, Blogger, SEM, Strategic Planning, Microsoft Excel, Google Adwords, Keyword Research, Training, PowerPoint, Networking, WebTrends Analytics, Fundraising, Marketing, Management, Social Networking, CRM, Social Media, Advertising, E-commerce, Social Media Marketing, Competitive Analysis, Content Strategy, Copywriting, Press Releases, WordPress
Education
Governors State University 1999 — 2003
Baccalaureate of Arts, Business and Public Administration: Management
South Suburban College 1994 — 1998
Associate of Arts, English, Communications, Education
Western Illinois University 1992 — 1994
Oak Forest High School 1988 — 1992
High School Diploma, Challenge Curriculum
Leif Brown's Ameriprise Financial Experience April 2007 - March 2010
Job
Industry Think Tanks
Experience
[Announcement Pending] 2009 - Present
Ameriprise Financial April 2007 - March 2010
N/A January 2005 - April 2007
American Express Financial Advisors May 2003 - December 2004
Skills
Friendship, Trust, Character, Entrepreneurship, Public Speaking, Strategy, Networking, Small Business, Strategic Planning, Executive Coaching, Emotional Intelligence, Leadership Development, Business Coaching, Time Management, Personal Development, Conflict Resolution, Sales, Business Networking, Relationship Management, Vision Development, Behavior Change, Human Potential, Transformational Life..., Life Coaching, Presentation Coaching, Executive Team Alignment, Peak Performance, Workplace Culture, asking naive questions, Culture Change, communication, Project Visioning, overcoming success, new perspectives, Inspiring Leadership, Inspiring Teams, triggering strategic..., success systems..., Applied Psychology, Paradigm Shifts, vulnerability as a..., Leadership
Education
Grinnell College 1994 — 1998
Bachelor of Science (BS), Physics
Westlake 1989 — 1993
[Announcement Pending] 2009 - Present
Ameriprise Financial April 2007 - March 2010
N/A January 2005 - April 2007
American Express Financial Advisors May 2003 - December 2004
Skills
Friendship, Trust, Character, Entrepreneurship, Public Speaking, Strategy, Networking, Small Business, Strategic Planning, Executive Coaching, Emotional Intelligence, Leadership Development, Business Coaching, Time Management, Personal Development, Conflict Resolution, Sales, Business Networking, Relationship Management, Vision Development, Behavior Change, Human Potential, Transformational Life..., Life Coaching, Presentation Coaching, Executive Team Alignment, Peak Performance, Workplace Culture, asking naive questions, Culture Change, communication, Project Visioning, overcoming success, new perspectives, Inspiring Leadership, Inspiring Teams, triggering strategic..., success systems..., Applied Psychology, Paradigm Shifts, vulnerability as a..., Leadership
Education
Grinnell College 1994 — 1998
Bachelor of Science (BS), Physics
Westlake 1989 — 1993
Esther Sanders's Ameriprise Financial Experience January 2006 - September 2006
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
M&T Bank January 2009 - Present
GV Financial Advisors January 2007 - January 2009
Ameriprise Financial January 2006 - September 2006
Skills
CRM, Problem Solving, Project Management, Account Management, High Net Worth...
Education
Georgia Institute of Technology 2002 — 2005
Bachelors, Management, Finance, Marketing
M&T Bank January 2009 - Present
GV Financial Advisors January 2007 - January 2009
Ameriprise Financial January 2006 - September 2006
Skills
CRM, Problem Solving, Project Management, Account Management, High Net Worth...
Education
Georgia Institute of Technology 2002 — 2005
Bachelors, Management, Finance, Marketing
Doug Cmelik's Ameriprise Financial Experience January 1997 - March 2011
Job Agent at Advisors Excel
Industry Financial Services
Experience
Advisors Excel August 2011 - Present
Team Big Red Challenge 2012 - 2015
CFS March 2011 - August 2012
Ameriprise Financial January 1997 - March 2011
City of Lincoln December 1985 - August 1996
Skills
Retirement Planning, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Portfolio Management, Securities, FINRA, Small Business, Risk Management, Saving for Education, Customer Service, Retirement, Finance, Insurance, Long-term Care, Sales, Mortgage Lending, Banking, Loans, Team Building, Public Speaking, Strategic Planning, Management, Sales Management
Education
Iowa State University 1979 — 1983
MCRP, Community and Regional Planning
Grinnell College 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
Advisors Excel August 2011 - Present
Team Big Red Challenge 2012 - 2015
CFS March 2011 - August 2012
Ameriprise Financial January 1997 - March 2011
City of Lincoln December 1985 - August 1996
Skills
Retirement Planning, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Portfolio Management, Securities, FINRA, Small Business, Risk Management, Saving for Education, Customer Service, Retirement, Finance, Insurance, Long-term Care, Sales, Mortgage Lending, Banking, Loans, Team Building, Public Speaking, Strategic Planning, Management, Sales Management
Education
Iowa State University 1979 — 1983
MCRP, Community and Regional Planning
Grinnell College 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
Joshua Rent's Ameriprise Financial Experience June 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
Education
Gettysburg College 1994 — 1998
BA, Economics & Environmental Studies
Ameriprise Financial June 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
Education
Gettysburg College 1994 — 1998
BA, Economics & Environmental Studies
Jonathan D. Spiegel's Ameriprise Financial Experience June 2004 - April 2006
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management June 2010 - December 2014
Morgan Stanley Investment Management 2007 - June 2010
PNC Financial Services Group April 2006 - August 2007
Ameriprise Financial June 2004 - April 2006
Skills
Financial Modeling, Series 7, Series 63, Alternative Investments, Fixed Income, Equities, ETFs, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Penn State University 1999 — 2004
Bachelor of Science, Management
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management June 2010 - December 2014
Morgan Stanley Investment Management 2007 - June 2010
PNC Financial Services Group April 2006 - August 2007
Ameriprise Financial June 2004 - April 2006
Skills
Financial Modeling, Series 7, Series 63, Alternative Investments, Fixed Income, Equities, ETFs, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Penn State University 1999 — 2004
Bachelor of Science, Management
Katherine Lonsdale's Ameriprise Financial Experience August 2002 - August 2005
Job Director at Corporate Executive Board
Industry Professional Training & Coaching
Experience
Corporate Executive Board August 2005 - Present
Ameriprise Financial August 2002 - August 2005
Montgomery County Public Schools August 1998 - August 2002
Education
University of Maryland College Park 1994 — 1997
BS, Elementary Education
Gettysburg College 1992 — 1994
Spanish
Corporate Executive Board August 2005 - Present
Ameriprise Financial August 2002 - August 2005
Montgomery County Public Schools August 1998 - August 2002
Education
University of Maryland College Park 1994 — 1997
BS, Elementary Education
Gettysburg College 1992 — 1994
Spanish
Stephanie Greene, MBA's Ameriprise Financial Experience June 1987 - August 1993
Job Finance Director at
Industry Consumer Goods
Experience
MedShare International 2009 - Present
Novartis Consumer Health June 2008 - January 2009
Novartis June 2006 - June 2008
AGL Resources January 1999 - June 2006
U.S. Department of State (Peace Corps) September 1993 - December 1998
Ameriprise Financial June 1987 - August 1993
Skills
Financial Modeling, Process Improvement, Forecasting, Financial Analysis, Cross-functional Team..., Analysis, Mergers & Acquisitions, Management, Strategic Planning, Budgets, Leadership, Project Management, Business Analysis, Management Consulting, Strategy, Accounting, Program Management, Managerial Finance, Budgeting, Business Planning, Financial Reporting, SAP, Consulting, Business Strategy, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Management
Macalester College
BA, Economics/Business
MedShare International 2009 - Present
Novartis Consumer Health June 2008 - January 2009
Novartis June 2006 - June 2008
AGL Resources January 1999 - June 2006
U.S. Department of State (Peace Corps) September 1993 - December 1998
Ameriprise Financial June 1987 - August 1993
Skills
Financial Modeling, Process Improvement, Forecasting, Financial Analysis, Cross-functional Team..., Analysis, Mergers & Acquisitions, Management, Strategic Planning, Budgets, Leadership, Project Management, Business Analysis, Management Consulting, Strategy, Accounting, Program Management, Managerial Finance, Budgeting, Business Planning, Financial Reporting, SAP, Consulting, Business Strategy, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA, Management
Macalester College
BA, Economics/Business
Juan Pablo Rios's Ameriprise Financial Experience 2002 - 2010
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. March 2011 - Present
Ameriprise Financial 2002 - 2010
Deloitte & Touche 2000 - 2002
KPMG Peat Marwick 1999 - 1999
Education
Georgetown University - The McDonough School of Business 1998 — 2000
Universidad de Los Andes 1991 — 1996
Bachelors, Industrial Engineering
Colegio San Carlos 1983 — 1989
JP Morgan Chase Bank N.A. March 2011 - Present
Ameriprise Financial 2002 - 2010
Deloitte & Touche 2000 - 2002
KPMG Peat Marwick 1999 - 1999
Education
Georgetown University - The McDonough School of Business 1998 — 2000
Universidad de Los Andes 1991 — 1996
Bachelors, Industrial Engineering
Colegio San Carlos 1983 — 1989
Janki Parikh's Ameriprise Financial Experience April 2008 - April 2010
Job Audit Manager at Ameriprise Financial
Industry Accounting
Experience
None Audit ManagerAmeriprise FinancialFebruary 2010 - July 2011
Ameriprise Financial April 2008 - April 2010
Grant Thornton September 2006 - April 2008
Soleil Group Inc. January 2005 - September 2006
Skills
Internal Audit, Internal Controls, External Audit, Financial Services, Corporate Finance, Accounting, Financial Analysis, SEC Financial Reporting, Sarbanes-Oxley Act
Education
AICPA 2000 — 2000
Certified Public Accountant, Accounting, Audit, Regulation, Finance
Institute of Chartered Accountants, India 1996 — 1999
Chartered Accountant, Accounting, Audit, Company Law, Taxes
Gujarat University 1993 — 1996
Bachelor's in Commerce, Accounting, Audit, Statistics, Mathematics
None Audit ManagerAmeriprise FinancialFebruary 2010 - July 2011
Ameriprise Financial April 2008 - April 2010
Grant Thornton September 2006 - April 2008
Soleil Group Inc. January 2005 - September 2006
Skills
Internal Audit, Internal Controls, External Audit, Financial Services, Corporate Finance, Accounting, Financial Analysis, SEC Financial Reporting, Sarbanes-Oxley Act
Education
AICPA 2000 — 2000
Certified Public Accountant, Accounting, Audit, Regulation, Finance
Institute of Chartered Accountants, India 1996 — 1999
Chartered Accountant, Accounting, Audit, Company Law, Taxes
Gujarat University 1993 — 1996
Bachelor's in Commerce, Accounting, Audit, Statistics, Mathematics
Samar Shah's Ameriprise Financial Experience September 2007 - Present
Job Analyst Financial Serivces
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
CFA Institute
CFA, Chartered Financial Analyst
Ameriprise Financial September 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
CFA Institute
CFA, Chartered Financial Analyst
Andrew Rydin's Ameriprise Financial Experience October 2008 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
the Employment Guide October 2007 - October 2008
Market Technologies 2006 - 2007
Education
Florida State University 1997 — 2002
Ameriprise Financial October 2008 - Present
the Employment Guide October 2007 - October 2008
Market Technologies 2006 - 2007
Education
Florida State University 1997 — 2002
Karen Wilson Thissen's Ameriprise Financial Experience November 2004 - Present
Job Executive Vice President & Deputy General Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2004 - Present
Faegre & Benson 1993 - 2004
Skills
Corporate Governance, Commercial Litigation, Corporate Law, Enterprise Risk..., Securities Regulation, Finance, Asset Management, Insurance, FINRA, SEC, Securities, Mergers & Acquisitions, Due Diligence, Privacy Law, Litigation Management, Broker-Dealer, Capital Markets, Litigation
Education
University of Chicago Law School 1989 — 1992
JD
Georgetown University 1984 — 1988
B.S., Finance
Ameriprise Financial November 2004 - Present
Faegre & Benson 1993 - 2004
Skills
Corporate Governance, Commercial Litigation, Corporate Law, Enterprise Risk..., Securities Regulation, Finance, Asset Management, Insurance, FINRA, SEC, Securities, Mergers & Acquisitions, Due Diligence, Privacy Law, Litigation Management, Broker-Dealer, Capital Markets, Litigation
Education
University of Chicago Law School 1989 — 1992
JD
Georgetown University 1984 — 1988
B.S., Finance
Jeff Silha's Ameriprise Financial Experience March 2002 - February 2008
Job Senior Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments January 2011 - February 2014
TD Wealth Management Services Inc. May 2008 - November 2010
Ameriprise Financial March 2002 - February 2008
iGeneration, Inc. January 2001 - December 2001
Oracle Corporation January 1999 - December 2000
Ziff Davis Media September 1997 - January 1999
Ziff Davis Media August 1995 - September 1997
International Data Group January 1992 - July 1995
Laurel Development Co., Ltd. April 1989 - August 1991
Skills
Consultative Sales, Strategic Partnerships, Financial Planning &..., CRPC, Investments, Hold Series 7, Hold Series 66, Asset Allocation, Trading Strategies, Global Business..., Global Management
Education
Georgetown University - The McDonough School of Business
MBA, Finance & Marketing
University of Iowa
B.B.A., Business, Management Information Systems
University of Maryland International Business Management Institute
Certificate in International Management, International Business Management
Fidelity Investments February 2014 - Present
Fidelity Investments January 2011 - February 2014
TD Wealth Management Services Inc. May 2008 - November 2010
Ameriprise Financial March 2002 - February 2008
iGeneration, Inc. January 2001 - December 2001
Oracle Corporation January 1999 - December 2000
Ziff Davis Media September 1997 - January 1999
Ziff Davis Media August 1995 - September 1997
International Data Group January 1992 - July 1995
Laurel Development Co., Ltd. April 1989 - August 1991
Skills
Consultative Sales, Strategic Partnerships, Financial Planning &..., CRPC, Investments, Hold Series 7, Hold Series 66, Asset Allocation, Trading Strategies, Global Business..., Global Management
Education
Georgetown University - The McDonough School of Business
MBA, Finance & Marketing
University of Iowa
B.B.A., Business, Management Information Systems
University of Maryland International Business Management Institute
Certificate in International Management, International Business Management
Jamie Shin Bishop's Ameriprise Financial Experience 1998 - 2002
Job Asset Manager at Capital Automotive
Industry Commercial Real Estate
Experience
Capital Automotive REIT June 2007 - Present
WCI Communities January 2006 - April 2007
Global Signal October 2004 - December 2005
Ameriprise Financial 1998 - 2002
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
University of Virginia 1993 — 1997
BS, Commerce
Capital Automotive REIT June 2007 - Present
WCI Communities January 2006 - April 2007
Global Signal October 2004 - December 2005
Ameriprise Financial 1998 - 2002
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
University of Virginia 1993 — 1997
BS, Commerce
Patrick Cox's Ameriprise Financial Experience June 2007 - November 2013
Job Senior Vice President for Infrastructure Risk Management and Chief Privacy Officer at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
Katherine Regna's Ameriprise Financial Experience February 2010 - Present
Job Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Ameriprise Financial Services, Inc. August 2006 - Present
Rosemurgy Properties March 2004 - March 2006
Tyco International (US) 2001 - 2003
Skills
Leadership, Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Investments, Series 63, Insurance, Securities, Asset Allocation, Retirement, Portfolio Management, Relationship Management
Education
Florida State University 1997 — 2001
Ameriprise Financial February 2010 - Present
Ameriprise Financial Services, Inc. August 2006 - Present
Rosemurgy Properties March 2004 - March 2006
Tyco International (US) 2001 - 2003
Skills
Leadership, Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Investments, Series 63, Insurance, Securities, Asset Allocation, Retirement, Portfolio Management, Relationship Management
Education
Florida State University 1997 — 2001
Alex McMullen's Ameriprise Financial Experience January 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2004 - Present
American Express Financial Advisors January 2004 - January 2005
Education
Gettysburg College
Finance, Finance & Accounting
Ameriprise Financial January 2004 - Present
American Express Financial Advisors January 2004 - January 2005
Education
Gettysburg College
Finance, Finance & Accounting
Julia Tzeng's Ameriprise Financial Experience September 2007 - June 2008
Job Senior Consultant at EY
Industry Management Consulting
Experience
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
EY September 2014 - Present
EY June 2013 - August 2013
Lenox Advisors September 2010 - June 2012
UBS June 2008 - April 2011
Ameriprise Financial September 2007 - June 2008
Skills
Investments, Series 7, Asset Managment, Financial Analysis, Due Diligence, Fixed Income, Bloomberg Terminal, Equities, Asset Management, Leadership, Hedge Funds, Mutual Funds, Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Amish Patel, MBA's Ameriprise Financial Experience August 2005 - June 2007
Job Account Executive Pacific NW at Dell SecureWorks
Industry Information Technology and Services
Experience
Dell SecureWorks October 2014 - Present
Dell SecureWorks March 2013 - October 2014
PointClear August 2010 - February 2013
Creative Financial Partners August 2007 - August 2010
Ameriprise Financial August 2005 - June 2007
Skills
Insurance, Financial Analysis, Excel, PowerPoint, Business Development, Finance, Sales Process, Leadership, Risk Management, Employee Benefits, Budgets, Sales, Account Management, Analysis, Business Analysis, New Business Development, Forecasting, Salesforce.com, Business Strategy, Lead Generation, Microsoft Excel, SaaS, Marketing Strategy, Strategy, CRM, Sales Management, B2B, Strategic Partnerships, Marketing
Education
Georgia State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Risk Management
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Dell SecureWorks October 2014 - Present
Dell SecureWorks March 2013 - October 2014
PointClear August 2010 - February 2013
Creative Financial Partners August 2007 - August 2010
Ameriprise Financial August 2005 - June 2007
Skills
Insurance, Financial Analysis, Excel, PowerPoint, Business Development, Finance, Sales Process, Leadership, Risk Management, Employee Benefits, Budgets, Sales, Account Management, Analysis, Business Analysis, New Business Development, Forecasting, Salesforce.com, Business Strategy, Lead Generation, Microsoft Excel, SaaS, Marketing Strategy, Strategy, CRM, Sales Management, B2B, Strategic Partnerships, Marketing
Education
Georgia State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Risk Management
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Robert Rochefort's Ameriprise Financial Experience March 1994 - July 2006
Job Senior Associate at Intelisearch, Inc.
Industry Staffing and Recruiting
Experience
Intelisearch, Inc. January 2012 - Present
Intelisearch, Inc. January 2008 - January 2012
Ameriprise Financial March 1994 - July 2006
Education
The University of Connecticut School of Business 1988 — 1992
MBA, International Business
Georgia Institute of Technology 1979 — 1983
BSEE
Intelisearch, Inc. January 2012 - Present
Intelisearch, Inc. January 2008 - January 2012
Ameriprise Financial March 1994 - July 2006
Education
The University of Connecticut School of Business 1988 — 1992
MBA, International Business
Georgia Institute of Technology 1979 — 1983
BSEE
Sharon D Roberts's Ameriprise Financial Experience February 2008 - Present
Job Office Manager with the practice of Douglas B. Roberts, CFP®, MBA, CRPC®
Industry Financial Services
Experience
Ameriprise Financial February 2008 - Present
St. Matthew Catholic Church August 2003 - 2013
First Data 2004 - February 2008
Skills
Software Documentation, Public Speaking, Customer Service, Project Planning, Retirement, QuickBooks, Team Building, Project Management, Leadership
Education
Georgia State University
Bachelor of Arts (B.A.), Music Performance, General
Ameriprise Financial February 2008 - Present
St. Matthew Catholic Church August 2003 - 2013
First Data 2004 - February 2008
Skills
Software Documentation, Public Speaking, Customer Service, Project Planning, Retirement, QuickBooks, Team Building, Project Management, Leadership
Education
Georgia State University
Bachelor of Arts (B.A.), Music Performance, General
Philip Scott Gribbons, CRPC®'s Ameriprise Financial Experience January 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2006 - Present
Education
Florida State University 2001 — 2004
College of Business - Bachelor of Science (BS), Management Information Systems
Ameriprise Financial January 2006 - Present
Education
Florida State University 2001 — 2004
College of Business - Bachelor of Science (BS), Management Information Systems
Amanda Dettloff's Ameriprise Financial Experience June 2009 - August 2009
Job Financial Analyst at St. Joseph Mercy Health System
Industry Hospital & Health Care
Experience
Trinity Health April 2015 - Present
St. Joseph Mercy Health System November 2013 - Present
Trinity Health August 2010 - Present
Trinity Health May 2010 - August 2010
Ameriprise Financial June 2009 - August 2009
Comerica Bank May 2008 - August 2008
Comerica Bank May 2007 - August 2007
Skills
Financial Analysis, Program Management, Project Management, Microsoft Excel, PowerPoint, Healthcare Information..., Revenue Cycle, Financial Reporting, Software Documentation, Budgets, Analysis, Finance
Education
Wayne State University 2012 — 2014
Master of Business Administration (M.B.A.)
Grand Valley State University 2006 — 2009
BBA, Finance
Trinity Health April 2015 - Present
St. Joseph Mercy Health System November 2013 - Present
Trinity Health August 2010 - Present
Trinity Health May 2010 - August 2010
Ameriprise Financial June 2009 - August 2009
Comerica Bank May 2008 - August 2008
Comerica Bank May 2007 - August 2007
Skills
Financial Analysis, Program Management, Project Management, Microsoft Excel, PowerPoint, Healthcare Information..., Revenue Cycle, Financial Reporting, Software Documentation, Budgets, Analysis, Finance
Education
Wayne State University 2012 — 2014
Master of Business Administration (M.B.A.)
Grand Valley State University 2006 — 2009
BBA, Finance
Laura (Hightower) Plunkett's Ameriprise Financial Experience April 2010 - May 2013
Job Executive Assistant in the Bursar's Office at San Jose State University
Industry Financial Services
Experience
Ameriprise Financial April 2010 - May 2013
Ameriprise Financial Services, Inc. April 2008 - April 2010
M Space Holdings, Inc. January 2007 - September 2008
Trudy's Bridal Salon September 2007 - March 2008
Houston Community College August 2004 - December 2006
The Harp Irish Pub January 1997 - January 2005
Irish Pub January 1999 - July 2004
Skills
Microsoft Excel, Data Entry, PowerPoint, Lotus Notes, Customer Service, Proofreading, Editing, Marketing, Event Management
Education
Foothill College 2011 — 2013
Associate of Arts (A.A.), Sociology, 3.8
Houston Community College 2006 — 2007
General Education
Ameriprise Financial April 2010 - May 2013
Ameriprise Financial Services, Inc. April 2008 - April 2010
M Space Holdings, Inc. January 2007 - September 2008
Trudy's Bridal Salon September 2007 - March 2008
Houston Community College August 2004 - December 2006
The Harp Irish Pub January 1997 - January 2005
Irish Pub January 1999 - July 2004
Skills
Microsoft Excel, Data Entry, PowerPoint, Lotus Notes, Customer Service, Proofreading, Editing, Marketing, Event Management
Education
Foothill College 2011 — 2013
Associate of Arts (A.A.), Sociology, 3.8
Houston Community College 2006 — 2007
General Education
Helen J Lee's Ameriprise Financial Experience June 2009 - August 2009
Job Tax Senior at EY
Industry Accounting
Experience
EY July 2012 - Present
EY January 2012 - March 2012
Schnitzer Steel April 2011 - July 2011
FORENSIC SCIENCE ANALYTICAL October 2010 - February 2011
AMERIPRISE FINANCIAL June 2009 - August 2009
ASUCLA Publications September 2007 - June 2009
ASUCLA- NORTH CAMPUS SHOP September 2005 - June 2009
Skills
Tax, Accounting, Auditing, GAAP, Financial Reporting, CPA, QuickBooks, General Ledger, Financial Accounting, Financial Analysis, Tax Accounting, Corporate Tax, Fixed Assets, Internal Controls, Account Reconciliation, Income Tax
Education
Golden Gate University 2011 — 2012
Masters, Taxation
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics and History (Double Major); Economics
EY July 2012 - Present
EY January 2012 - March 2012
Schnitzer Steel April 2011 - July 2011
FORENSIC SCIENCE ANALYTICAL October 2010 - February 2011
AMERIPRISE FINANCIAL June 2009 - August 2009
ASUCLA Publications September 2007 - June 2009
ASUCLA- NORTH CAMPUS SHOP September 2005 - June 2009
Skills
Tax, Accounting, Auditing, GAAP, Financial Reporting, CPA, QuickBooks, General Ledger, Financial Accounting, Financial Analysis, Tax Accounting, Corporate Tax, Fixed Assets, Internal Controls, Account Reconciliation, Income Tax
Education
Golden Gate University 2011 — 2012
Masters, Taxation
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Economics and History (Double Major); Economics
Rob Suss's Ameriprise Financial Experience June 2007 - April 2009
Job Licensed Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
SunTrust Bank July 2012 - June 2015
SunTrust Bank November 2010 - July 2012
Chase March 2010 - August 2010
Ameriprise Financial Services, Inc. April 2009 - August 2009
Ameriprise Financial June 2007 - April 2009
KIPP WAYS Academy June 2006 - January 2007
DeKalb County School System 2003 - 2006
Teach for America / Atlanta Public Schools 2000 - 2003
Skills
Banking, Retail Banking, Business Development, CRM, Leadership, Financial Statement..., Client Relationship..., Bank Operations, Proactive Communication, Account Management, Project Management, Client Retention, Cash Handling, Banking Technology, Cash Management, Cash Flow Forecasting, Coaching
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
MBA, Managerial Sciences, Finance
Georgia State University 2001 — 2003
Master of Education (M.Ed.)
Vassar College 1996 — 2000
BA
Wells Fargo June 2015 - Present
SunTrust Bank July 2012 - June 2015
SunTrust Bank November 2010 - July 2012
Chase March 2010 - August 2010
Ameriprise Financial Services, Inc. April 2009 - August 2009
Ameriprise Financial June 2007 - April 2009
KIPP WAYS Academy June 2006 - January 2007
DeKalb County School System 2003 - 2006
Teach for America / Atlanta Public Schools 2000 - 2003
Skills
Banking, Retail Banking, Business Development, CRM, Leadership, Financial Statement..., Client Relationship..., Bank Operations, Proactive Communication, Account Management, Project Management, Client Retention, Cash Handling, Banking Technology, Cash Management, Cash Flow Forecasting, Coaching
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
MBA, Managerial Sciences, Finance
Georgia State University 2001 — 2003
Master of Education (M.Ed.)
Vassar College 1996 — 2000
BA
Amy Moss's Ameriprise Financial Experience November 2004 - December 2008
Job Case Manager at Perimeter Spine and Rehabilitation Center
Industry Hospital & Health Care
Experience
Perimeter Spine and Rehabilitation Center August 2010 - Present
Saint Joseph's Hospital June 2009 - Present
Embracing Hospice February 2009 - June 2009
Ameriprise Financial November 2004 - December 2008
Department of Juvenile Justice 2003 - 2003
Skills
Customer Service, Leadership, Healthcare, Process Improvement, Management, Administrative..., Troubleshooting, Hospitals, Team Building, Training, Strategic Planning, Program Management, Outlook, Public Speaking, Insurance
Education
Chattahoochee Technical College 2009 — 2009
Certification, Medical Terminology
Georgia State University 1999 — 2003
Bachelor of Science, Criminal Justice
Perimeter Spine and Rehabilitation Center August 2010 - Present
Saint Joseph's Hospital June 2009 - Present
Embracing Hospice February 2009 - June 2009
Ameriprise Financial November 2004 - December 2008
Department of Juvenile Justice 2003 - 2003
Skills
Customer Service, Leadership, Healthcare, Process Improvement, Management, Administrative..., Troubleshooting, Hospitals, Team Building, Training, Strategic Planning, Program Management, Outlook, Public Speaking, Insurance
Education
Chattahoochee Technical College 2009 — 2009
Certification, Medical Terminology
Georgia State University 1999 — 2003
Bachelor of Science, Criminal Justice
Svitlana Popyk's Ameriprise Financial Experience March 2005 - July 2010
Job Sr Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Center for Economic Progress August 2009 - August 2010
Ameriprise Financial March 2005 - July 2010
Skills
Series 7, Finance, Series 66, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategic Financial..., Securities, Asset Management, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Awesomeness, Financial Planning, Uniform Combined State...
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Northeastern Illinois University 2007 — 2010
BS, Finance and Economics
Merrill Lynch August 2010 - Present
Center for Economic Progress August 2009 - August 2010
Ameriprise Financial March 2005 - July 2010
Skills
Series 7, Finance, Series 66, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategic Financial..., Securities, Asset Management, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Awesomeness, Financial Planning, Uniform Combined State...
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Northeastern Illinois University 2007 — 2010
BS, Finance and Economics
Larry Singer, CRPC®, AWMA®,'s Ameriprise Financial Experience September 2003 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2003 - Present
Ameriprise Financial January 2006 - December 2006
Education
Frostburg State University 1998 — 2003
Bachelors, Communications, Business
Ameriprise Financial September 2003 - Present
Ameriprise Financial January 2006 - December 2006
Education
Frostburg State University 1998 — 2003
Bachelors, Communications, Business
Gouthami Gurram's Ameriprise Financial Experience November 2005 - September 2007
Job Sr Solution Architect at Experis, Manpower Group
Industry Information Technology and Services
Experience
Experis, Manpower Group April 2011 - Present
Fiserv April 2011 - March 2012
Norfolk Southern June 2008 - April 2011
The Home Depot September 2007 - May 2008
Tata Consultancy Services July 2005 - May 2008
Ameriprise Financial November 2005 - September 2007
JP Morgan Chase July 2005 - November 2005
SPM INDIA LTD 2005 - 2005
Skills
Data Warehousing, Databases, Integration, Data Modeling, Software Development, ITIL, DB2, Testing, Security, Architectures, Analysis, SDLC, ETL, Database Design, SQL, Relational Databases
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MS IS, Information Systems Management
Vellore Institute of Technology 2001 — 2005
BTech, Electronics and Communications
Experis, Manpower Group April 2011 - Present
Fiserv April 2011 - March 2012
Norfolk Southern June 2008 - April 2011
The Home Depot September 2007 - May 2008
Tata Consultancy Services July 2005 - May 2008
Ameriprise Financial November 2005 - September 2007
JP Morgan Chase July 2005 - November 2005
SPM INDIA LTD 2005 - 2005
Skills
Data Warehousing, Databases, Integration, Data Modeling, Software Development, ITIL, DB2, Testing, Security, Architectures, Analysis, SDLC, ETL, Database Design, SQL, Relational Databases
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MS IS, Information Systems Management
Vellore Institute of Technology 2001 — 2005
BTech, Electronics and Communications
Ed Case's Ameriprise Financial Experience May 2001 - October 2006
Job Manager of Business Lending at Advia Credit Union
Industry Banking
Experience
Advia Credit Union October 2006 - Present
Ameriprise Financial May 2001 - October 2006
Skills
Mortgage Lending, Consumer Lending, Commercial Lending, Investments, Life Insurance, Networking, Business Development, Business Operations, Loans, Credit, Banking, Retirement Planning, Credit Unions, Sales, Underwriting, Financial Services, Commercial Banking, Credit Analysis
Education
Grand Valley State University
Bachelor of Business Administration (BBA)
Western Michigan University
Advia Credit Union October 2006 - Present
Ameriprise Financial May 2001 - October 2006
Skills
Mortgage Lending, Consumer Lending, Commercial Lending, Investments, Life Insurance, Networking, Business Development, Business Operations, Loans, Credit, Banking, Retirement Planning, Credit Unions, Sales, Underwriting, Financial Services, Commercial Banking, Credit Analysis
Education
Grand Valley State University
Bachelor of Business Administration (BBA)
Western Michigan University
Jonathon McAdow's Ameriprise Financial Experience June 2006 - June 2008
Job Operations Manager
Industry Financial Services
Experience
Bryant, Carroll & Associates March 2011 - Present
North Point Wealth Management January 2010 - March 2011
Ameriprise Financial June 2006 - June 2008
American Express Financial Advisors February 2004 - February 2005
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Series 7, Insurance, Mutual Funds, Estate Planning, Portfolio Management, Asset Management
Education
Furman University 1994 — 1998
BA, Music
Bryant, Carroll & Associates March 2011 - Present
North Point Wealth Management January 2010 - March 2011
Ameriprise Financial June 2006 - June 2008
American Express Financial Advisors February 2004 - February 2005
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Series 7, Insurance, Mutual Funds, Estate Planning, Portfolio Management, Asset Management
Education
Furman University 1994 — 1998
BA, Music
Antwain Coward's Ameriprise Financial Experience June 2010 - August 2010
Job Experienced Associate at KPMG
Industry Management Consulting
Experience
KPMG February 2014 - Present
Grant Thornton LLP April 2011 - February 2014
Ameriprise Financial June 2010 - August 2010
Eastern Union Funding May 2009 - October 2009
The Lubrizol Corporation June 2008 - August 2008
Cleveland Cavaliers November 2006 - 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Market Research, SAP, Business Analysis, PowerPoint, Analysis, Research, Leadership, Forecasting, Microsoft Word, ITIL v3 Foundations..., Active DoD Top Secret...
Education
Georgetown University 2012 — 2014
MS, Technology Management, Information Technology
Harvard Business School
Case Western Reserve University - Weatherhead School of Management 2006 — 2010
B.S, Management, Banking and Finance; Minor: Information Systems
KPMG February 2014 - Present
Grant Thornton LLP April 2011 - February 2014
Ameriprise Financial June 2010 - August 2010
Eastern Union Funding May 2009 - October 2009
The Lubrizol Corporation June 2008 - August 2008
Cleveland Cavaliers November 2006 - 2008
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Market Research, SAP, Business Analysis, PowerPoint, Analysis, Research, Leadership, Forecasting, Microsoft Word, ITIL v3 Foundations..., Active DoD Top Secret...
Education
Georgetown University 2012 — 2014
MS, Technology Management, Information Technology
Harvard Business School
Case Western Reserve University - Weatherhead School of Management 2006 — 2010
B.S, Management, Banking and Finance; Minor: Information Systems
Beth Anne Clayton's Ameriprise Financial Experience August 2010 - Present
Job Assistant and Marketing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Ameriprise Financial August 2010 - Present
Edward Jones January 2010 - May 2010
Amerprise Financial August 2007 - January 2010
Freed-Hardeman University June 2002 - May 2006
Skills
Event Planning, Public Speaking, Customer Service, Insurance, Strategic Planning, Marketing Strategy, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Fundraising, Marketing Communications, Social Media Marketing, PowerPoint, Leadership Development, Microsoft Word
Education
Freed-Hardeman University 2000 — 2002
Master, Education
Freed-Hardeman University 1996 — 2000
BS, Marketing
Adrienne Olson, CFP(R)'s Ameriprise Financial Experience 1999 - Present
Job Certified Financial Planner Practitioner, Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2005 - Present
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. 1999 - 2005
Education
Kansas State University 2002 — 2003
Certificate in Personal Financial Planning
Greenville College 1994 — 1998
B.A., Business Management, Spanish
Ameriprise Financial Services, Inc. 2005 - Present
Ameriprise Financial 1999 - Present
Ameriprise Financial Services, Inc. 1999 - 2005
Education
Kansas State University 2002 — 2003
Certificate in Personal Financial Planning
Greenville College 1994 — 1998
B.A., Business Management, Spanish
Andrew Coughlin's Ameriprise Financial Experience July 2007 - May 2010
Job Risk Analyst at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial June 2010 - Present
Ameriprise Financial July 2007 - May 2010
Education
Florida State University - College of Business 2003 — 2007
BS, Finance & Real Estate
Raymond James Financial June 2010 - Present
Ameriprise Financial July 2007 - May 2010
Education
Florida State University - College of Business 2003 — 2007
BS, Finance & Real Estate
Megan Baird's Ameriprise Financial Experience July 2011 - December 2013
Job The Arc of Jefferson County
Industry Nonprofit Organization Management
Experience
The Arc of Jefferson County June 2014 - May 2015
Ameriprise Financial July 2011 - December 2013
Green Valley Baptist Church November 2009 - May 2011
McWane Science Center February 2010 - January 2011
Education
Georgia Southern University 2004 — 2007
Recreation, Tourism and Travel Services Marketing Operations
Georgia Southern University
The Arc of Jefferson County June 2014 - May 2015
Ameriprise Financial July 2011 - December 2013
Green Valley Baptist Church November 2009 - May 2011
McWane Science Center February 2010 - January 2011
Education
Georgia Southern University 2004 — 2007
Recreation, Tourism and Travel Services Marketing Operations
Georgia Southern University
Theodore Leinbach's Ameriprise Financial Experience August 2007 - January 2008
Job Copywriter at Angel Publishing
Industry Publishing
Experience
Angel Publishing August 2014 - Present
Agora Inc. March 2008 - July 2014
Ameriprise Financial August 2007 - January 2008
Skills
Copywriting, Marketing Strategy, Online Marketing, Newsletters, Advertising, Press Releases, Publishing, Blogging, Social Media, Editing, Email Marketing, Digital Marketing, Social Media Marketing, Online Advertising, Microsoft Office, Marketing, Social Networking, Copy Editing, Marketing Communications
Education
Franklin & Marshall College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration
Magruder
Angel Publishing August 2014 - Present
Agora Inc. March 2008 - July 2014
Ameriprise Financial August 2007 - January 2008
Skills
Copywriting, Marketing Strategy, Online Marketing, Newsletters, Advertising, Press Releases, Publishing, Blogging, Social Media, Editing, Email Marketing, Digital Marketing, Social Media Marketing, Online Advertising, Microsoft Office, Marketing, Social Networking, Copy Editing, Marketing Communications
Education
Franklin & Marshall College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration
Magruder
Ian Mandly's Ameriprise Financial Experience May 2007 - May 2008
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Premier Banking Client ManagerBank of AmericaSeptember 2008 - March 2009
Ameriprise Financial May 2007 - May 2008
Education
Framingham State University 2002 — 2006
BS in BA, Business Administration
Merrill Lynch Premier Banking Client ManagerBank of AmericaSeptember 2008 - March 2009
Ameriprise Financial May 2007 - May 2008
Education
Framingham State University 2002 — 2006
BS in BA, Business Administration
Katrina Dennis's Ameriprise Financial Experience October 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
Florida State University - College of Business 1974 — 1979
BS, Finance
Ameriprise Financial October 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
Florida State University - College of Business 1974 — 1979
BS, Finance
Keith Goncalves's Ameriprise Financial Experience May 2006 - December 2006
Job Invest Client Manager at Gartner
Industry Research
Experience
Gartner September 2014 - Present
JPMorgan Chase April 2011 - September 2014
JPMorgan Chase January 2007 - April 2012
Portuguese Civic League January 2002 - January 2011
Ameriprise Financial May 2006 - December 2006
Staples June 2000 - January 2006
Skills
Banking, Wealth Management, Loans, Cash Management, Customer Service, Cash Flow, Leadership, Sales, Strategic Planning, Series 7, Series 63, Small Business, Accounts Payable, Investments
Education
Fordham University 2002 — 2006
Bachelors, Economics and Finance
Gartner September 2014 - Present
JPMorgan Chase April 2011 - September 2014
JPMorgan Chase January 2007 - April 2012
Portuguese Civic League January 2002 - January 2011
Ameriprise Financial May 2006 - December 2006
Staples June 2000 - January 2006
Skills
Banking, Wealth Management, Loans, Cash Management, Customer Service, Cash Flow, Leadership, Sales, Strategic Planning, Series 7, Series 63, Small Business, Accounts Payable, Investments
Education
Fordham University 2002 — 2006
Bachelors, Economics and Finance
John V Murphy's Ameriprise Financial Experience June 1998 - Present
Job Private Wealth Advisor, Certified Financial Planner practitioner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 1998 - Present
Ameriprise Financial Services, Inc. May 1998 - Present
Ameriprise Financial Services, Inc. May 1998 - Present
Education
Georgetown University 2001 — 2002
Certified Financial Planner, Finance and Financial Management Services
University of Baltimore 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Ameriprise Financial June 1998 - Present
Ameriprise Financial Services, Inc. May 1998 - Present
Ameriprise Financial Services, Inc. May 1998 - Present
Education
Georgetown University 2001 — 2002
Certified Financial Planner, Finance and Financial Management Services
University of Baltimore 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Bill Bambrick's Ameriprise Financial Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Smith Barney 1998 - 2009
Education
Florida State University
Ameriprise Financial 2009 - Present
Smith Barney 1998 - 2009
Education
Florida State University
Jill Schoengold's Ameriprise Financial Experience September 2010 - March 2013
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2010 - March 2013
Education
Florida State University 2005 — 2009
Ameriprise Financial September 2010 - March 2013
Education
Florida State University 2005 — 2009
Diane Dinter's Ameriprise Financial Experience 2006 - 2008
Job Sales Professional at Mayors Jewelers
Industry Luxury Goods & Jewelry
Experience
C.D. Peacock Jewelers 2009 - 2014
TD Ameritrade 2008 - 2009
Ameriprise Financial 2006 - 2008
Horace Mann Insurance 2004 - 2005
CD Peacock Jewelers 2001 - 2004
Sabena/Swissair 1987 - 2001
Skills
Management, Sales, Customer Service, Microsoft Office, Small Business, Public Speaking, Marketing, Team Building, Leadership, Consultative Selling, Travel Planning, Destination Marketing, Trade Shows, Financial Planning, Financial Services, Luxury Goods, Luxury Travel, Territory Account..., Contract Negotiation, Global Travel Management
Education
Wayne State University 1975 — 1980
Bachelor's degree, Foreign Languages and Literatures, General
Gemological Institute of America
Diamond Essentials
Uniwersytet Mikołaja Kopernika w Toruniu
Polish Language and Literature
University of Vienna
German Language and Literature
NASD/FINRA
Investments and Securities
C.D. Peacock Jewelers 2009 - 2014
TD Ameritrade 2008 - 2009
Ameriprise Financial 2006 - 2008
Horace Mann Insurance 2004 - 2005
CD Peacock Jewelers 2001 - 2004
Sabena/Swissair 1987 - 2001
Skills
Management, Sales, Customer Service, Microsoft Office, Small Business, Public Speaking, Marketing, Team Building, Leadership, Consultative Selling, Travel Planning, Destination Marketing, Trade Shows, Financial Planning, Financial Services, Luxury Goods, Luxury Travel, Territory Account..., Contract Negotiation, Global Travel Management
Education
Wayne State University 1975 — 1980
Bachelor's degree, Foreign Languages and Literatures, General
Gemological Institute of America
Diamond Essentials
Uniwersytet Mikołaja Kopernika w Toruniu
Polish Language and Literature
University of Vienna
German Language and Literature
NASD/FINRA
Investments and Securities
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.