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
John Ostgarden John Ostgarden's Ameriprise Financial Experience 2005 - 2007
Job Strategic Leader Process Management Quality Assurance
Industry Financial Services
Experience
Business Process Improvement 2014 - Present
Clinton Falls Farm, LLC. 2008 - 2014
Sustainable Farming Association of Minnesota 2012 - 2013
Sustainable Farming Association of Minnesota 2008 - 2012
Ameriprise Financial 2005 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors) 2004 - 2005
Ameriprise Financial (Formerly American Express Financial Advisors) 2000 - 2004
Skills
Marketing, Insurance, Fixed Annuities, Six Sigma, Risk Management, Business Development, Networking, Financial Services, Process Improvement, Leadership, Program Management, Change Management, Management Consulting, Management, Strategy, Project Management, Strategic Planning, Business Process..., Business Analysis, Cross-functional Team..., Vendor Management, Team Building, Analysis, Visio, Business Strategy, Coaching, Public Speaking, Business Process, Budgets
Education
Portland Community College
Business Process Improvement 2014 - Present
Clinton Falls Farm, LLC. 2008 - 2014
Sustainable Farming Association of Minnesota 2012 - 2013
Sustainable Farming Association of Minnesota 2008 - 2012
Ameriprise Financial 2005 - 2007
Ameriprise Financial (Formerly American Express Financial Advisors) 2004 - 2005
Ameriprise Financial (Formerly American Express Financial Advisors) 2000 - 2004
Skills
Marketing, Insurance, Fixed Annuities, Six Sigma, Risk Management, Business Development, Networking, Financial Services, Process Improvement, Leadership, Program Management, Change Management, Management Consulting, Management, Strategy, Project Management, Strategic Planning, Business Process..., Business Analysis, Cross-functional Team..., Vendor Management, Team Building, Analysis, Visio, Business Strategy, Coaching, Public Speaking, Business Process, Budgets
Education
Portland Community College
Jay Heffernan Jay Heffernan's Ameriprise Financial Experience July 2006 - June 2009
Job Manager of Identity Management at Delta Air Lines
Industry Information Technology and Services
Experience
Delta Air Lines May 2015 - Present
Ameriprise Financial Services, Inc. July 2010 - May 2015
Ameriprise Financial Services, Inc. June 2009 - July 2010
Ameriprise Financial July 2006 - June 2009
Xcel Energy May 2002 - June 2006
Qwest Communications April 1996 - February 2002
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Program Management, Telecommunications, Enterprise Architecture, IT Strategy, Disaster Recovery, Integration, Data Center, PMP, Outsourcing, Telephony, Security, Active Directory, Requirements Analysis, Strategy, Cross-functional Team..., Leadership, Identity Management, Team Leadership, Networking, Product Management, System Deployment, Project Portfolio...
Education
Purdue University 1993 — 1995
MBA, Business, MIS, Operations
University of Minnesota-Twin Cities 1988 — 1992
Bachelors of Electrical Engineering, Electrical Engineering, Mathematics
Delta Air Lines May 2015 - Present
Ameriprise Financial Services, Inc. July 2010 - May 2015
Ameriprise Financial Services, Inc. June 2009 - July 2010
Ameriprise Financial July 2006 - June 2009
Xcel Energy May 2002 - June 2006
Qwest Communications April 1996 - February 2002
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Program Management, Telecommunications, Enterprise Architecture, IT Strategy, Disaster Recovery, Integration, Data Center, PMP, Outsourcing, Telephony, Security, Active Directory, Requirements Analysis, Strategy, Cross-functional Team..., Leadership, Identity Management, Team Leadership, Networking, Product Management, System Deployment, Project Portfolio...
Education
Purdue University 1993 — 1995
MBA, Business, MIS, Operations
University of Minnesota-Twin Cities 1988 — 1992
Bachelors of Electrical Engineering, Electrical Engineering, Mathematics
Kristi Van Vleck, MBA, CRPC®, CDFA Kristi Van Vleck, MBA, CRPC®, CDFA's Ameriprise Financial Experience November 2001 - Present
Job Financial Advisor with Sutherland & Associates, Private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 2001 - Present
Education
Oregon State University 1994 — 1998
B.S. in Business, Marketing with Minor in Writing
University of Phoenix 1993 — 1997
Master of Business Administration (M.B.A.), General Business
Ameriprise Financial November 2001 - Present
Education
Oregon State University 1994 — 1998
B.S. in Business, Marketing with Minor in Writing
University of Phoenix 1993 — 1997
Master of Business Administration (M.B.A.), General Business
Thomas Shiffer, CFP®, CFS®, CRPC® Thomas Shiffer, CFP®, CFS®, CRPC®'s Ameriprise Financial Experience October 2001 - October 2010
Job Owner/Partner at Cadence Wealth Management, LLC
Industry Financial Services
Experience
Cadence Wealth Management October 2010 - Present
Ameriprise Financial October 2001 - October 2010
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Wealth Management..., Financial Advisory, Retirement, Insurance, Personal Finance, Investment Management, Series 7, Saving for Education
Education
Pennsylvania State University 1982 — 1987
Bachelor of Science (BS), Marketing
Cadence Wealth Management October 2010 - Present
Ameriprise Financial October 2001 - October 2010
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Wealth Management..., Financial Advisory, Retirement, Insurance, Personal Finance, Investment Management, Series 7, Saving for Education
Education
Pennsylvania State University 1982 — 1987
Bachelor of Science (BS), Marketing
Scott Lewis, CFP® Scott Lewis, CFP®'s Ameriprise Financial Experience September 2010 - June 2011
Job CFP® Certificant
Industry Financial Services
Experience
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
oXYGen Financial Inc February 2014 - July 2014
NestWise September 2012 - September 2013
Veritat Advisors (acquired by NestWise) January 2012 - September 2012
Ameriprise Financial September 2010 - June 2011
Ameriprise Financial May 2009 - January 2010
LongView Wealth Management January 2004 - December 2008
ARRIS May 1995 - January 2002
Hayes Microcomputer Products November 1992 - May 1995
Skills
Strategic Financial..., Investments, Wealth Management, Comprehensive Planning, Business Planning, Sales Management, Project Management, Strategic Planning, New Business Development, Sales, Financial Analysis, Business Strategy, Financial Modeling, Budgets, Telecommunications, Negotiation, Business Development, Business Analysis, Process Improvement, Product Management
Education
Oglethorpe University 1995 — 1997
Financial Planner Program
University of Kentucky 1976 — 1980
BSEE, Electrical Engineering
Connie West Connie West's Ameriprise Financial Experience May 2007 - June 2008
Job Assistant to President of Aristotle Interactive and Billing Coordinator at Aristotle
Industry Information Technology and Services
Experience
Aristotle Inc. July 2008 - Present
Ameriprise Financial May 2007 - June 2008
Investment Professionals January 2004 - May 2007
Skills
Software Documentation, Microsoft Office, Access, Analysis, Customer Service, Social Networking, Web Design, Social Media, Social Media Marketing, SEO, Online Marketing, WordPress, Management, Facebook, HTML, Marketing, Microsoft Excel, Marketing Strategy
Education
Phillips Community College of the University of Arkansas 1991 — 1993
Aristotle Inc. July 2008 - Present
Ameriprise Financial May 2007 - June 2008
Investment Professionals January 2004 - May 2007
Skills
Software Documentation, Microsoft Office, Access, Analysis, Customer Service, Social Networking, Web Design, Social Media, Social Media Marketing, SEO, Online Marketing, WordPress, Management, Facebook, HTML, Marketing, Microsoft Excel, Marketing Strategy
Education
Phillips Community College of the University of Arkansas 1991 — 1993
James Buggy James Buggy's Ameriprise Financial Experience October 2008 - March 2010
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Ameriprise Financial October 2008 - March 2010
Citi Smith Barney April 2006 - October 2008
The Vanguard Group September 1997 - April 2006
Skills
Investments, Retirement Planning, Financial Services
Education
Penn State University
MBA, Finance
University of Notre Dame
Certificate, Negotiation
Villanova University
Certificate, Project Management
Wesley College
BS, Management
Fidelity Investments April 2010 - Present
Ameriprise Financial October 2008 - March 2010
Citi Smith Barney April 2006 - October 2008
The Vanguard Group September 1997 - April 2006
Skills
Investments, Retirement Planning, Financial Services
Education
Penn State University
MBA, Finance
University of Notre Dame
Certificate, Negotiation
Villanova University
Certificate, Project Management
Wesley College
BS, Management
Joe Crisafulli Joe Crisafulli's Ameriprise Financial Experience December 1999 - July 2006
Job General Manager at Alliance Bus Group
Industry Leisure, Travel & Tourism
Experience
Alliance Bus Group December 2014 - Present
Park 'N Fly, Inc. July 2008 - Present
Park 'N Fly January 2008 - March 2011
Waterlinks Realty July 2006 - July 2008
Ameriprise Financial December 1999 - July 2006
Ameriprise Financial January 1999 - January 2006
American Express Corporate Services January 1993 - January 1999
American Express 1993 - 1999
National Car Rental January 1975 - March 1993
National Car Rental January 1978 - January 1993
Skills
Business Planning, Team Building, Leadership, Marketing, Purchasing, Strategic Planning, Sales, Operations Management, Program Management, Customer Satisfaction, Management, Business Development, Training, Travel Management, Start-ups, Account Management, B2B, Negotiation, P&L Management, Customer Service, Team Leadership, Mergers, Customer Retention, Sales Operations, Human Resources, Strategic Partnerships, New Business Development, Pricing, Mergers & Acquisitions
Education
Queensborough Community College 1972 — 1974
Queensborough College Business Administration
Alliance Bus Group December 2014 - Present
Park 'N Fly, Inc. July 2008 - Present
Park 'N Fly January 2008 - March 2011
Waterlinks Realty July 2006 - July 2008
Ameriprise Financial December 1999 - July 2006
Ameriprise Financial January 1999 - January 2006
American Express Corporate Services January 1993 - January 1999
American Express 1993 - 1999
National Car Rental January 1975 - March 1993
National Car Rental January 1978 - January 1993
Skills
Business Planning, Team Building, Leadership, Marketing, Purchasing, Strategic Planning, Sales, Operations Management, Program Management, Customer Satisfaction, Management, Business Development, Training, Travel Management, Start-ups, Account Management, B2B, Negotiation, P&L Management, Customer Service, Team Leadership, Mergers, Customer Retention, Sales Operations, Human Resources, Strategic Partnerships, New Business Development, Pricing, Mergers & Acquisitions
Education
Queensborough Community College 1972 — 1974
Queensborough College Business Administration
Robert Friedmar MBA, CLTC Robert Friedmar MBA, CLTC's Ameriprise Financial Experience May 2009 - April 2015
Job Financial Services Representative, Investment Advisor Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group June 2015 - Present
Ameriprise Financial May 2009 - April 2015
Smith Barney April 1994 - May 2009
Prudential Securities May 1987 - April 1994
Merrill Lynch September 1982 - May 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities
Education
University of Toledo 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration
Ohio University 1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law
University of Toledo 1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication
MetLife Premier Client Group June 2015 - Present
Ameriprise Financial May 2009 - April 2015
Smith Barney April 1994 - May 2009
Prudential Securities May 1987 - April 1994
Merrill Lynch September 1982 - May 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities
Education
University of Toledo 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration
Ohio University 1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law
University of Toledo 1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication
Alex Soucek Alex Soucek's Ameriprise Financial Experience June 2008 - August 2008
Job Senior Internal Auditor at The Scotts MiracleGro Company
Industry Accounting
Experience
The Scotts Miracle-Gro Company October 2014 - Present
The Scotts Miracle-Gro Company February 2012 - October 2014
Rolls-Royce September 2009 - February 2012
Deloitte & Touche April 2009 - June 2009
Ameriprise Financial June 2008 - August 2008
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, SAP, Forecasting, Financial Accounting, US GAAP, Pricing, SAP BW, Finance, Variance Analysis, Auditing, Cost Accounting, Sarbanes-Oxley Act, Financial Forecasting, Hyperion
Education
Ohio University 2005 — 2009
Bachelors of Business Administration, Accounting, Finance, Pre-Business Law
The Scotts Miracle-Gro Company October 2014 - Present
The Scotts Miracle-Gro Company February 2012 - October 2014
Rolls-Royce September 2009 - February 2012
Deloitte & Touche April 2009 - June 2009
Ameriprise Financial June 2008 - August 2008
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, SAP, Forecasting, Financial Accounting, US GAAP, Pricing, SAP BW, Finance, Variance Analysis, Auditing, Cost Accounting, Sarbanes-Oxley Act, Financial Forecasting, Hyperion
Education
Ohio University 2005 — 2009
Bachelors of Business Administration, Accounting, Finance, Pre-Business Law
Sandeep Baid's Ameriprise Financial Experience December 2007 - March 2013
Job Derivatives Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial December 2007 - March 2013
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments September 2006 - November 2007
Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing
Education
2008US TaxationDevry University 2007 — 2015
2006B, Taxation
Osmania University 2003 — 2006
B.com, Commerce
Wesley degree college 2003 — 2006
Degree; B.Com, Computers
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial December 2007 - March 2013
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments September 2006 - November 2007
Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing
Education
2008US TaxationDevry University 2007 — 2015
2006B, Taxation
Osmania University 2003 — 2006
B.com, Commerce
Wesley degree college 2003 — 2006
Degree; B.Com, Computers
Taryn Fry Taryn Fry's Ameriprise Financial Experience February 2010 - January 2012
Job Real Estate Broker at Berkshire Hathaway HomeServices Northwest Real Estate
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Northwest Real Estate July 2014 - Present
LANE Realty Works April 2012 - February 2014
Ameriprise Financial February 2010 - January 2012
Winks Sports Bar September 2008 - November 2010
Lake Oswego Jewelers May 2005 - September 2007
Skills
Microsoft Office, Web Development, Customer Satisfaction, Marketing, Social Media, Sales, Customer Service, Advertising, Outlook, Administrative..., PowerPoint, Microsoft Excel, Data Entry, Microsoft Word, Time Management, Recruiting
Education
Portland State University - School of Business 2007 — 2009
Bachelors, Business Marketing
Portland Community College 2003 — 2006
Associates of Sciene, in Marketing
Berkshire Hathaway HomeServices Northwest Real Estate July 2014 - Present
LANE Realty Works April 2012 - February 2014
Ameriprise Financial February 2010 - January 2012
Winks Sports Bar September 2008 - November 2010
Lake Oswego Jewelers May 2005 - September 2007
Skills
Microsoft Office, Web Development, Customer Satisfaction, Marketing, Social Media, Sales, Customer Service, Advertising, Outlook, Administrative..., PowerPoint, Microsoft Excel, Data Entry, Microsoft Word, Time Management, Recruiting
Education
Portland State University - School of Business 2007 — 2009
Bachelors, Business Marketing
Portland Community College 2003 — 2006
Associates of Sciene, in Marketing
Brian Stumpf Brian Stumpf's Ameriprise Financial Experience February 2005 - Present
Job CFP®, CRPC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional CA License #0I60466
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Education
Penn State University 2000 — 2004
B.S., Economics & International Business
Ameriprise Financial February 2005 - Present
Education
Penn State University 2000 — 2004
B.S., Economics & International Business
Kristen Kay, ALMI, ACS's Ameriprise Financial Experience May 2008 - August 2008
Job Assistant Vice President Life Underwriting @ Swiss Re
Industry Insurance
Experience
Swiss Re August 2013 - Present
Swiss Re May 2012 - August 2013
Medical Protective June 2009 - May 2012
Lyons Chiropractic Clinic September 2003 - June 2009
Purdue University January 2007 - May 2009
Ameriprise Financial May 2008 - August 2008
Abercrombie and Fitch June 2006 - October 2006
Second Chance Learning Center August 2002 - May 2003
Skills
Insurance, Underwriting, Life Insurance, Reinsurance, Customer Service, General Insurance, Health Insurance, Risk Management, Term Life Insurance
Education
Purdue University 2005 — 2009
Financial Counseling & Planning, Financial Planning and Services
Blackhawk Christian High School
Swiss Re August 2013 - Present
Swiss Re May 2012 - August 2013
Medical Protective June 2009 - May 2012
Lyons Chiropractic Clinic September 2003 - June 2009
Purdue University January 2007 - May 2009
Ameriprise Financial May 2008 - August 2008
Abercrombie and Fitch June 2006 - October 2006
Second Chance Learning Center August 2002 - May 2003
Skills
Insurance, Underwriting, Life Insurance, Reinsurance, Customer Service, General Insurance, Health Insurance, Risk Management, Term Life Insurance
Education
Purdue University 2005 — 2009
Financial Counseling & Planning, Financial Planning and Services
Blackhawk Christian High School
Anthony Marra Anthony Marra's Ameriprise Financial Experience July 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1993 - Present
The Investment Advisory Group January 1990 - June 1993
Dun & Bradstreet January 1987 - December 1989
Education
Rensselaer Polytechnic Institute at Hartford 1966 — 1969
M.S., Computer Science
Purdue University 1964 — 1968
M.S., Applied Mathematics
Ameriprise Financial July 1993 - Present
The Investment Advisory Group January 1990 - June 1993
Dun & Bradstreet January 1987 - December 1989
Education
Rensselaer Polytechnic Institute at Hartford 1966 — 1969
M.S., Computer Science
Purdue University 1964 — 1968
M.S., Applied Mathematics
Kelli VanDeusen's Ameriprise Financial Experience December 2008 - October 2009
Job Underwriting Associate at Swiss Re
Industry Insurance
Experience
Swiss Re September 2014 - Present
Crump Life Insurance Services April 2012 - September 2014
Allstate September 2010 - April 2012
TD 2009 - 2010
Ameriprise Financial December 2008 - October 2009
Merrill Lynch December 2007 - May 2008
Skills
Property & Casualty..., Commercial Insurance, Inside/Outside Sales, Attention To Detail, Customer Service, Sales, Insurance Brokerage, Time Management, Client Focus, Outcome focused, Multi Tasking, Friendly Personality, Positive Can-do Attitude
Education
Post University 2010 — 2014
Masters, MBA; Finance
Western New England University 2005 — 2009
Bachelor of Science in Business Administation, Finance/International Business
Swiss Re September 2014 - Present
Crump Life Insurance Services April 2012 - September 2014
Allstate September 2010 - April 2012
TD 2009 - 2010
Ameriprise Financial December 2008 - October 2009
Merrill Lynch December 2007 - May 2008
Skills
Property & Casualty..., Commercial Insurance, Inside/Outside Sales, Attention To Detail, Customer Service, Sales, Insurance Brokerage, Time Management, Client Focus, Outcome focused, Multi Tasking, Friendly Personality, Positive Can-do Attitude
Education
Post University 2010 — 2014
Masters, MBA; Finance
Western New England University 2005 — 2009
Bachelor of Science in Business Administation, Finance/International Business
Byron Gega's Ameriprise Financial Experience June 2010 - Present
Job Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial December 2008 - June 2010
Ameriprise Financial October 2006 - December 2008
Ameriprise Financial Advisors January 2000 - October 2006
Education
Portland State University 1992 — 1997
BA, History
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial June 2010 - Present
Ameriprise Financial December 2008 - June 2010
Ameriprise Financial October 2006 - December 2008
Ameriprise Financial Advisors January 2000 - October 2006
Education
Portland State University 1992 — 1997
BA, History
Chet West's Ameriprise Financial Experience May 2010 - July 2013
Job Director of Managed Services at Radix Bay
Industry Computer Software
Experience
Radix Bay April 2014 - Present
Radix Bay August 2013 - March 2014
Ameriprise Financial May 2010 - July 2013
Bank of America (Columbia Management) June 2007 - April 2010
Bank of America August 2005 - May 2007
Bank of America October 2003 - July 2005
Bank of America August 2003 - October 2003
Baytree Associates March 2003 - August 2003
Pinnacle Credit Management July 2000 - March 2003
Tactics April 1996 - July 2000
Skills
SQL Server, Netezza, Mutual Funds, Databases, Database Design, Business Objects, DB2, Relational Databases, Data Warehousing, SQL, Analysis, Oracle SQL, PL/SQL, Data Modeling, Business Intelligence, Software Development, Database Management, Business Analysis, Microsoft SQL Server, Database Admin, Oracle, SDLC, Integration, SharePoint, Database Administration, Requirements Analysis, Data Analysis, Unix, Testing, CRM, Linux, Data Migration, Visio, Program Management, ETL, Requirements Gathering, Enterprise Architecture, Software Project..., Consulting, Oracle SQL Developer, Management, Leadership
Education
Park University 1991 — 1993
Bachelor of Science (BS), Computer Science
East Burke High School 1981 — 1985
HS, High School
Radix Bay April 2014 - Present
Radix Bay August 2013 - March 2014
Ameriprise Financial May 2010 - July 2013
Bank of America (Columbia Management) June 2007 - April 2010
Bank of America August 2005 - May 2007
Bank of America October 2003 - July 2005
Bank of America August 2003 - October 2003
Baytree Associates March 2003 - August 2003
Pinnacle Credit Management July 2000 - March 2003
Tactics April 1996 - July 2000
Skills
SQL Server, Netezza, Mutual Funds, Databases, Database Design, Business Objects, DB2, Relational Databases, Data Warehousing, SQL, Analysis, Oracle SQL, PL/SQL, Data Modeling, Business Intelligence, Software Development, Database Management, Business Analysis, Microsoft SQL Server, Database Admin, Oracle, SDLC, Integration, SharePoint, Database Administration, Requirements Analysis, Data Analysis, Unix, Testing, CRM, Linux, Data Migration, Visio, Program Management, ETL, Requirements Gathering, Enterprise Architecture, Software Project..., Consulting, Oracle SQL Developer, Management, Leadership
Education
Park University 1991 — 1993
Bachelor of Science (BS), Computer Science
East Burke High School 1981 — 1985
HS, High School
Danny Skrbis Danny Skrbis's Ameriprise Financial Experience 1996 - Present
Job Financial Advisor with the practice of John Collier at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 1996 - Present
Education
Ohio University 1991 — 1996
BSA, Economics
Ameriprise Financial 1996 - Present
Education
Ohio University 1991 — 1996
BSA, Economics
Eric Link Eric Link's Ameriprise Financial Experience 2007 - 2008
Job Team Captain at MetLife
Industry Investment Management
Experience
MetLife October 2010 - Present
The Bayer Financial Group, LLC April 2008 - September 2010
Ameriprise Financial 2007 - 2008
Thrivent Financial for Lutherans 1991 - 2006
Metropolitan Life Insurance Company 1990 - 1991
Skills
Training, Software Documentation, Customer Service, Marketing, Policy, Databases, Sales Management, Team Leadership, Research, Insurance, Team Building, Management
Education
Hondros College 2006 — 2010
Ohio University 1983 — 1987
Communication
Centerville High School 1979 — 1983
radio
Sinclair Community College
MetLife October 2010 - Present
The Bayer Financial Group, LLC April 2008 - September 2010
Ameriprise Financial 2007 - 2008
Thrivent Financial for Lutherans 1991 - 2006
Metropolitan Life Insurance Company 1990 - 1991
Skills
Training, Software Documentation, Customer Service, Marketing, Policy, Databases, Sales Management, Team Leadership, Research, Insurance, Team Building, Management
Education
Hondros College 2006 — 2010
Ohio University 1983 — 1987
Communication
Centerville High School 1979 — 1983
radio
Sinclair Community College
Kevin Yurko, CFP® Kevin Yurko, CFP®'s Ameriprise Financial Experience July 2004 - December 2005
Job CERTIFIED FINANCIAL PLANNER™ Practitioner | The Dahan/Yurko Group at Wealth Strategies & Management, LLC
Industry Financial Services
Experience
Wealth Strategies & Management, LLC August 2012 - Present
Morgan Stanley Smith Barney December 2005 - August 2012
Ameriprise Financial July 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Succession Planning, Financial Planning
Education
Penn State University 2000 — 2004
BS, Finance, Minor, Economics
Wealth Strategies & Management, LLC August 2012 - Present
Morgan Stanley Smith Barney December 2005 - August 2012
Ameriprise Financial July 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Succession Planning, Financial Planning
Education
Penn State University 2000 — 2004
BS, Finance, Minor, Economics
Richard D'Amato,CFP® Richard D'Amato,CFP®'s Ameriprise Financial Experience September 1994 - Present
Job CERTIFIED FINANCIAL PLANNER™, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial September 1994 - Present
Shawmut National Corporation June 1989 - December 1993
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Financial Planning
Providence College 1971 — 1975
B.S., B.S. Accounting
Ameriprise Financial September 1994 - Present
Shawmut National Corporation June 1989 - December 1993
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Financial Planning
Providence College 1971 — 1975
B.S., B.S. Accounting
Shawn Thomson, CFP® Shawn Thomson, CFP®'s Ameriprise Financial Experience August 2000 - Present
Job Point Forward Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial August 2000 - Present
Education
Pacific University 1996 — 2000
Business Administration, Finance
Ameriprise Financial August 2000 - Present
Education
Pacific University 1996 — 2000
Business Administration, Finance
Thomas Mincy's Ameriprise Financial Experience February 2011 - August 2011
Job Managing Partner at Silver Birch Capital Advisors
Industry Financial Services
Experience
Silver Birch Capital Advisors September 2013 - Present
Indiana Merchants Banking & Brokerage August 2011 - September 2013
Ameriprise Financial February 2011 - August 2011
Morgan Stanley Smith Barney May 2007 - February 2011
Purdue Association of Indianapolis 2009 - 2011
Ovation Audio Video 1996 - 2005
Definitive Technology August 1993 - March 1996
Gopher baroque audio 1976 - 1980
Skills
Retirement Planning, Small Business, Estate Planning, Asset Allocation, Retirement, 401 K Rollovers, 401 k Plan Review and...
Education
Purdue University 1969 — 1973
Political Science
Howard W Sams Technical Institute 1966 — 1968
Assoc Electrical Engineering Technology, Electrical Engineering
Silver Birch Capital Advisors September 2013 - Present
Indiana Merchants Banking & Brokerage August 2011 - September 2013
Ameriprise Financial February 2011 - August 2011
Morgan Stanley Smith Barney May 2007 - February 2011
Purdue Association of Indianapolis 2009 - 2011
Ovation Audio Video 1996 - 2005
Definitive Technology August 1993 - March 1996
Gopher baroque audio 1976 - 1980
Skills
Retirement Planning, Small Business, Estate Planning, Asset Allocation, Retirement, 401 K Rollovers, 401 k Plan Review and...
Education
Purdue University 1969 — 1973
Political Science
Howard W Sams Technical Institute 1966 — 1968
Assoc Electrical Engineering Technology, Electrical Engineering
Lori Maine, Financial Advisor Lori Maine, Financial Advisor's Ameriprise Financial Experience February 1999 - Present
Job Franchise Owner, CRPC with Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial February 1999 - Present
Education
Oklahoma State University 1983 — 1987
Business Administration
Ameriprise Financial February 1999 - Present
Education
Oklahoma State University 1983 — 1987
Business Administration
Jeffrey Gordon Pasternak Jeffrey Gordon Pasternak's Ameriprise Financial Experience August 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2006 - Present
Morgan Stanley January 2002 - 2006
Education
California Graduate Institute 1985 — 1991
Ph.D, Clinical Psychology
Pepperdine University 1980 — 1982
MA, Clinical Psychology
University of Denver 1972 — 1977
BA, Psychology
Ameriprise Financial August 2006 - Present
Morgan Stanley January 2002 - 2006
Education
California Graduate Institute 1985 — 1991
Ph.D, Clinical Psychology
Pepperdine University 1980 — 1982
MA, Clinical Psychology
University of Denver 1972 — 1977
BA, Psychology
Greg Rusnak's Ameriprise Financial Experience February 2008 - January 2011
Job Senior Financial AdvisorUpstream Investment Partners,LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2011 - Present
Ameriprise Financial February 2008 - January 2011
R.W. Baird Inc. January 2002 - February 2008
UBS March 1986 - January 2002
Education
Purdue University Calumet 1975 — 1979
Finance /Mgmt, Economics
Upstream Investment Partners, LLC January 2011 - Present
Ameriprise Financial February 2008 - January 2011
R.W. Baird Inc. January 2002 - February 2008
UBS March 1986 - January 2002
Education
Purdue University Calumet 1975 — 1979
Finance /Mgmt, Economics
Charlie Weber, CFP®, CRPC®, MBA Charlie Weber, CFP®, CRPC®, MBA's Ameriprise Financial Experience June 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2003 - Present
PCNet, Inc September 1992 - June 2003
NCR Corporation September 1978 - September 1992
Education
College of Financial Planning 2006 — 2006
CRPC, Certified Retirement Planning Counselor
The American College 2003 — 2006
CFP, Certified Financial Planner
Wright State University 1976 — 1978
MBA, Finance
Wright State University 1976 — 1978
MS, Ecomonics
Purdue University 1967 — 1972
BS, Mechanical Engineering
Ameriprise Financial June 2003 - Present
PCNet, Inc September 1992 - June 2003
NCR Corporation September 1978 - September 1992
Education
College of Financial Planning 2006 — 2006
CRPC, Certified Retirement Planning Counselor
The American College 2003 — 2006
CFP, Certified Financial Planner
Wright State University 1976 — 1978
MBA, Finance
Wright State University 1976 — 1978
MS, Ecomonics
Purdue University 1967 — 1972
BS, Mechanical Engineering
Stephen Coburn Stephen Coburn's Ameriprise Financial Experience July 2007 - October 2009
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. October 2009 - May 2013
Ameriprise Financial July 2007 - October 2009
Education
Penn State University 1997 — 2001
BS, Finance, Economics
Pennsbury High School 1994 — 1997
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. October 2009 - May 2013
Ameriprise Financial July 2007 - October 2009
Education
Penn State University 1997 — 2001
BS, Finance, Economics
Pennsbury High School 1994 — 1997
Richard D. Davis; CFP Richard D. Davis; CFP's Ameriprise Financial Experience 2006 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2006 - Present
Ameriprise Financial 2006 - Present
Smith Barney April 1996 - February 2006
MetLife 1988 - 1996
Skills
Retirement Planning, Financial Planners, Options, Strategic Financial..., Insurance, Financial Analysis, Investment Strategies, Risk Management, Investments, Asset Managment, Series 7, Saving for Education, Retirement
Education
Oglethorpe University 2002 — 2004
CFP, Finance
Penn State University 1969 — 1974
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. February 2006 - Present
Ameriprise Financial 2006 - Present
Smith Barney April 1996 - February 2006
MetLife 1988 - 1996
Skills
Retirement Planning, Financial Planners, Options, Strategic Financial..., Insurance, Financial Analysis, Investment Strategies, Risk Management, Investments, Asset Managment, Series 7, Saving for Education, Retirement
Education
Oglethorpe University 2002 — 2004
CFP, Finance
Penn State University 1969 — 1974
Bachelor of Science (B.S.)
Alex Walden Alex Walden's Ameriprise Financial Experience November 2007 - February 2008
Job
Industry Pharmaceuticals
Experience
Entera Health May 2014 - Present
Entera Health June 2013 - May 2014
Cornerstone Therapeutics February 2008 - June 2013
Ameriprise Financial November 2007 - February 2008
LipoScience, Inc April 2005 - November 2007
Mylan Bertek 2003 - 2005
aaiPharma 2000 - 2003
Skills
Medical Devices, Product Management, Cross-functional Team..., Pharmaceutical Industry, Biotechnology, Business Development, Business Planning, Healthcare, Strategic Planning, Forecasting, Product Development, Market Analysis, Start-ups, Lifesciences, Mergers, Cash Flow Forecasting, Variance Analysis, Financial Reporting, Public Speaking, Investor Relations, Management, Corporate FP&A, Finance, Budget Process, Operating Budgets, Budget Reconciliation, Revenue Forecasting, Income Statement, Balance Sheet, Balance Sheet Review, Market Research, Product Marketing, Product Launch, Cost Planning, MBA, German, English, International, Pharmaceutical Sales, Pulmonology, Sales, Mergers & Acquisitions, Neurology, Competitive Analysis, Cardiology, Hospital Sales, Commercialization, Dermatology, Gastroenterology, Life Sciences
Education
Penn State University 2002 — 2004
MBA
The Citadel 1997 — 2000
BS
Entera Health May 2014 - Present
Entera Health June 2013 - May 2014
Cornerstone Therapeutics February 2008 - June 2013
Ameriprise Financial November 2007 - February 2008
LipoScience, Inc April 2005 - November 2007
Mylan Bertek 2003 - 2005
aaiPharma 2000 - 2003
Skills
Medical Devices, Product Management, Cross-functional Team..., Pharmaceutical Industry, Biotechnology, Business Development, Business Planning, Healthcare, Strategic Planning, Forecasting, Product Development, Market Analysis, Start-ups, Lifesciences, Mergers, Cash Flow Forecasting, Variance Analysis, Financial Reporting, Public Speaking, Investor Relations, Management, Corporate FP&A, Finance, Budget Process, Operating Budgets, Budget Reconciliation, Revenue Forecasting, Income Statement, Balance Sheet, Balance Sheet Review, Market Research, Product Marketing, Product Launch, Cost Planning, MBA, German, English, International, Pharmaceutical Sales, Pulmonology, Sales, Mergers & Acquisitions, Neurology, Competitive Analysis, Cardiology, Hospital Sales, Commercialization, Dermatology, Gastroenterology, Life Sciences
Education
Penn State University 2002 — 2004
MBA
The Citadel 1997 — 2000
BS
Sekhar Kari Sekhar Kari's Ameriprise Financial Experience 2005 - 2006
Job Java Developer at ebay
Industry Information Technology and Services
Experience
eBay Inc April 2015 - Present
Best Buy September 2012 - March 2015
Wells Fargo June 2011 - August 2012
Thomson Reuters June 2007 - May 2011
Cognizant Technology Solutions August 2003 - September 2006
Ameriprise Financial 2005 - 2006
Wipro June 2002 - July 2003
Semantic Space Technologies September 2000 - May 2002
CMC Ltd., Hyderabad 1997 - 1999
Skills
Java Enterprise Edition, SOA, Spring, Agile Methodologies, Web Services, REST, Java, Oracle, SDLC, XML, Struts, Hibernate, Spring Framework, Software Development, Requirements Analysis, Software Project...
Education
M.V.S.R. Engineering College, Hyderabad (Osmania University) 1996 — 1999
1999, Master of Computer Applications
Osmania University 1996 — 1999
Master of Computer Applications, Computer Science
S.V.R.M. College, Nagaram (Nagarjuna University) 1993 — 1996
1996, Bachelor of Science (Computer Science, Mathematics, Physics)
eBay Inc April 2015 - Present
Best Buy September 2012 - March 2015
Wells Fargo June 2011 - August 2012
Thomson Reuters June 2007 - May 2011
Cognizant Technology Solutions August 2003 - September 2006
Ameriprise Financial 2005 - 2006
Wipro June 2002 - July 2003
Semantic Space Technologies September 2000 - May 2002
CMC Ltd., Hyderabad 1997 - 1999
Skills
Java Enterprise Edition, SOA, Spring, Agile Methodologies, Web Services, REST, Java, Oracle, SDLC, XML, Struts, Hibernate, Spring Framework, Software Development, Requirements Analysis, Software Project...
Education
M.V.S.R. Engineering College, Hyderabad (Osmania University) 1996 — 1999
1999, Master of Computer Applications
Osmania University 1996 — 1999
Master of Computer Applications, Computer Science
S.V.R.M. College, Nagaram (Nagarjuna University) 1993 — 1996
1996, Bachelor of Science (Computer Science, Mathematics, Physics)
James DeWan's Ameriprise Financial Experience 2006 - 2007
Job Inside Sales at Devil Mountain Nursery
Industry Wholesale
Experience
Gardeners' Guild, Inc July 2015 - Present
Devil Mountain August 2012 - May 2015
Boething Treeland Farms Inc August 2011 - August 2012
Dale Hardware August 2010 - August 2011
Farmers Insurance July 2007 - August 2010
Ameriprise Financial 2006 - 2007
Monterey Bay Nursery Inc 1996 - 2006
Skills
Customer Service, Sales Management, Sales, Leadership, Account Management, New Business Development, Strategic Planning, Public Speaking, Outside Sales, Team Building, Negotiation, Retail, Marketing, Nonprofits, Wholesale, Coaching, Research, Program Management, Strategy, Project Management, Event Planning, Sales Operations, Management, Social Media, Microsoft Office, Direct Sales, Operations Management
Education
Ohlone College 1981 — 1990
Horticulture, Drama, Business
Gardeners' Guild, Inc July 2015 - Present
Devil Mountain August 2012 - May 2015
Boething Treeland Farms Inc August 2011 - August 2012
Dale Hardware August 2010 - August 2011
Farmers Insurance July 2007 - August 2010
Ameriprise Financial 2006 - 2007
Monterey Bay Nursery Inc 1996 - 2006
Skills
Customer Service, Sales Management, Sales, Leadership, Account Management, New Business Development, Strategic Planning, Public Speaking, Outside Sales, Team Building, Negotiation, Retail, Marketing, Nonprofits, Wholesale, Coaching, Research, Program Management, Strategy, Project Management, Event Planning, Sales Operations, Management, Social Media, Microsoft Office, Direct Sales, Operations Management
Education
Ohlone College 1981 — 1990
Horticulture, Drama, Business
Brad Greenberg Brad Greenberg's Ameriprise Financial Experience May 2008 - September 2008
Job Associate, Mercer Investment Management
Industry Investment Management
Experience
Mercer Investment Management March 2013 - Present
State Street September 2010 - February 2013
On-Line Realty of Boston March 2009 - September 2010
State Street July 2009 - August 2010
On-Line Realty of Boston February 2009 - March 2009
Ameriprise Financial May 2008 - September 2008
O.C Business Scholars Program December 2007 - February 2008
Norwich Navigators May 2004 - June 2004
Skills
Investments, Financial Modeling, Finance, Mutual Funds, Bloomberg, Portfolio Management, Equities, Microsoft Office, Securities, Analysis, Financial Analysis
Education
Oberlin College 2004 — 2008
B.A, Economics
Worcester Academy 2000 — 2004
2015 Level II Candidate in the CFA Program
Mercer Investment Management March 2013 - Present
State Street September 2010 - February 2013
On-Line Realty of Boston March 2009 - September 2010
State Street July 2009 - August 2010
On-Line Realty of Boston February 2009 - March 2009
Ameriprise Financial May 2008 - September 2008
O.C Business Scholars Program December 2007 - February 2008
Norwich Navigators May 2004 - June 2004
Skills
Investments, Financial Modeling, Finance, Mutual Funds, Bloomberg, Portfolio Management, Equities, Microsoft Office, Securities, Analysis, Financial Analysis
Education
Oberlin College 2004 — 2008
B.A, Economics
Worcester Academy 2000 — 2004
2015 Level II Candidate in the CFA Program
Amanda Moreno's Ameriprise Financial Experience August 2008 - February 2009
Job Supply Chain Projects Leader at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas July 2013 - Present
General Electric June 2011 - June 2013
Karl Storz Endovision January 2011 - June 2011
Autoliv Electronics June 2010 - November 2010
Worcester Polytechnic Institute June 2009 - August 2009
Ameriprise Financial August 2008 - February 2009
Worcester Polytechnic Institute August 2007 - August 2008
Benicia Public Library January 2006 - June 2006
Skills
Lean Manufacturing, Six Sigma, Leadership, Operations Management, Process Improvement, Supply Chain, Minitab, Microsoft Excel, Data Analysis, Program Management, Inventory Management, Analysis, Sourcing, AutoCAD, Change Management, Microsoft Office, Arena Simulation..., SAP, Oracle, Visual Basic, Work Instructions, Quality, Material Flow, ABC Analysis, Materials Management, Financial Analysis, Capacity Analysis, Physical Inventory, Quality Auditing, Operations Research, Arena, Production Schedules, Bill of Materials, Acquisition Integration, Time Studies, Supply Chain Management, Industrial Engineering, DMAIC, MS Project, Visio, WordPress, Inventory Analysis, Input-Output Analysis
Education
Penn State University 2012 — 2014
Master's Degree
Worcester Polytechnic Institute 2006 — 2011
B.S.
GE Oil & Gas July 2013 - Present
General Electric June 2011 - June 2013
Karl Storz Endovision January 2011 - June 2011
Autoliv Electronics June 2010 - November 2010
Worcester Polytechnic Institute June 2009 - August 2009
Ameriprise Financial August 2008 - February 2009
Worcester Polytechnic Institute August 2007 - August 2008
Benicia Public Library January 2006 - June 2006
Skills
Lean Manufacturing, Six Sigma, Leadership, Operations Management, Process Improvement, Supply Chain, Minitab, Microsoft Excel, Data Analysis, Program Management, Inventory Management, Analysis, Sourcing, AutoCAD, Change Management, Microsoft Office, Arena Simulation..., SAP, Oracle, Visual Basic, Work Instructions, Quality, Material Flow, ABC Analysis, Materials Management, Financial Analysis, Capacity Analysis, Physical Inventory, Quality Auditing, Operations Research, Arena, Production Schedules, Bill of Materials, Acquisition Integration, Time Studies, Supply Chain Management, Industrial Engineering, DMAIC, MS Project, Visio, WordPress, Inventory Analysis, Input-Output Analysis
Education
Penn State University 2012 — 2014
Master's Degree
Worcester Polytechnic Institute 2006 — 2011
B.S.
Richard A Kappel Richard A Kappel's Ameriprise Financial Experience December 2005 - Present
Job Ameriprise Financial Advisor AAMS®, in Monroeville, PA
Industry Financial Services
Experience
Ameriprise Financial December 2005 - Present
Cornerstone Ministries 2004 - Present
BNI-Monroeville Chapter 2006 - 2008
Primerica Financial Services 1999 - 2005
Norton Pakco Industrial Ceramics July 1997 - January 2000
Education
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist
Penn State University 1983 — 1988
Gateway High School 1980 — 1983
Ameriprise Financial December 2005 - Present
Cornerstone Ministries 2004 - Present
BNI-Monroeville Chapter 2006 - 2008
Primerica Financial Services 1999 - 2005
Norton Pakco Industrial Ceramics July 1997 - January 2000
Education
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist
Penn State University 1983 — 1988
Gateway High School 1980 — 1983
Mike Fredrick, MBA Mike Fredrick, MBA's Ameriprise Financial Experience August 2004 - June 2006
Job Sr Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank July 2010 - Present
Columbia Management September 2008 - September 2010
Columbia Management January 2007 - September 2008
Columbia Management June 2006 - January 2007
Ameriprise Financial August 2004 - June 2006
Skills
Wealth Management, Series 63, Alternative Investments, Investments, Portfolio Management, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Retirement Planning, Sales, Asset Management, Investment Strategies
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics
Deutsche Bank July 2010 - Present
Columbia Management September 2008 - September 2010
Columbia Management January 2007 - September 2008
Columbia Management June 2006 - January 2007
Ameriprise Financial August 2004 - June 2006
Skills
Wealth Management, Series 63, Alternative Investments, Investments, Portfolio Management, Series 7, Separately Managed..., Mutual Funds, Asset Allocation, Retirement Planning, Sales, Asset Management, Investment Strategies
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics
Stephen Searle, APMAsm Stephen Searle, APMAsm's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
David Ritchey David Ritchey's Ameriprise Financial Experience 2005 - 2007
Job Alternative Distribution Executive, Eastern Division at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
Brian Rust Brian Rust's Ameriprise Financial Experience October 2005 - July 2006
Job IT Audit Manager, RCG at McKesson
Industry Insurance
Experience
McKesson September 2015 - Present
Capital One February 2014 - September 2015
Capital One November 2012 - February 2014
Genworth Financial April 2012 - November 2012
Genworth Financial March 2011 - April 2012
Genworth Financial November 2008 - March 2011
Genworth Financial January 2007 - November 2008
Providence United Methodist Church August 2006 - June 2007
Ameriprise Financial October 2005 - July 2006
Mountain T.O.P. May 2005 - August 2005
Skills
Six Sigma, Green Belt, Series 7, Series 66, TeamMate, ACL, Internal Audit, Uniform Combined State..., Financial Services, Fixed Annuities, Finance, Business Process..., Auditing, Budgets, Risk Management, Enterprise Risk..., CISA, Internal Controls, Financial Analysis, Business Analysis, Financial Risk, Leadership, Management, Process Improvement, Analysis
Education
Virginia Wesleyan College 2004 — 2005
B.A, Liberal Arts Business Management; Information Systems
Old Dominion University 2000 — 2004
Information Technoglogy
McKesson September 2015 - Present
Capital One February 2014 - September 2015
Capital One November 2012 - February 2014
Genworth Financial April 2012 - November 2012
Genworth Financial March 2011 - April 2012
Genworth Financial November 2008 - March 2011
Genworth Financial January 2007 - November 2008
Providence United Methodist Church August 2006 - June 2007
Ameriprise Financial October 2005 - July 2006
Mountain T.O.P. May 2005 - August 2005
Skills
Six Sigma, Green Belt, Series 7, Series 66, TeamMate, ACL, Internal Audit, Uniform Combined State..., Financial Services, Fixed Annuities, Finance, Business Process..., Auditing, Budgets, Risk Management, Enterprise Risk..., CISA, Internal Controls, Financial Analysis, Business Analysis, Financial Risk, Leadership, Management, Process Improvement, Analysis
Education
Virginia Wesleyan College 2004 — 2005
B.A, Liberal Arts Business Management; Information Systems
Old Dominion University 2000 — 2004
Information Technoglogy
Jake Doyle's Ameriprise Financial Experience June 2008 - December 2010
Job Manager Global Reengineering American Express
Industry Financial Services
Experience
American Express January 2014 - Present
American Express April 2011 - January 2014
Ameriprise Financial June 2008 - December 2010
Ameriprise Financial May 2006 - June 2008
Ameriprise Financial June 2004 - May 2006
American Express (Phoenix AZ) August 2003 - June 2004
American Express (Phoenix, AZ) April 2001 - August 2003
American Express Financial Advisors November 1998 - April 2001
American Express Financial Advisors February 1997 - November 1998
American Express Financial Advisors November 1995 - February 1997
Education
Purdue University 1988 — 1991
Bachelors, Industrial/Organizational Psychology
American Express January 2014 - Present
American Express April 2011 - January 2014
Ameriprise Financial June 2008 - December 2010
Ameriprise Financial May 2006 - June 2008
Ameriprise Financial June 2004 - May 2006
American Express (Phoenix AZ) August 2003 - June 2004
American Express (Phoenix, AZ) April 2001 - August 2003
American Express Financial Advisors November 1998 - April 2001
American Express Financial Advisors February 1997 - November 1998
American Express Financial Advisors November 1995 - February 1997
Education
Purdue University 1988 — 1991
Bachelors, Industrial/Organizational Psychology
Deana Smythe Healy's Ameriprise Financial Experience 2007 - February 2011
Job Experienced strategic thought leader
Industry Information Technology and Services
Experience
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
Vista Consulting Group February 2014 - Present
Stevens Foster Financial Advisors July 2011 - January 2014
Ameriprise Financial Services, Inc. February 2011 - July 2011
Ameriprise Financial 2007 - February 2011
Ameriprise Financial Advisors 2006 - 2007
Ameriprise Financial 2005 - 2006
Ameriprise Financial 2002 - 2005
Ameriprise Financial 2001 - 2002
American Express Financial Advisors 1998 - 2001
Ameriprise Financial 1994 - 1998
Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO
Education
Princeton University 1990 — 1992
M.A.
Wellesley College 1986 — 1990
BA
David B Kinney David B Kinney's Ameriprise Financial Experience June 1987 - April 2008
Job President and CEO, API Global Transportation Inc
Industry Leisure, Travel & Tourism
Experience
API Global Transportation Inc April 2008 - Present
Ameriprise Financial June 1987 - April 2008
American Express/Ameriprise Financial Services January 1990 - January 1996
Skills
Business Development, Management, Business Planning, Marketing, Training, CRM, Strategic Planning, Strategic Financial..., Sales, Investments, Finance, Small Business, Retirement Planning, Recruiting, Insurance, Human Resources, Media Relations, Transportation, Series 7, Leadership, Marketing Strategy
Education
University of San Francisco 2004 — 2006
Master of Arts, Counseling Psychology 2006
Oregon State University 1978 — 1983
Bachelor of Science, Business Administration/Finance
API Global Transportation Inc April 2008 - Present
Ameriprise Financial June 1987 - April 2008
American Express/Ameriprise Financial Services January 1990 - January 1996
Skills
Business Development, Management, Business Planning, Marketing, Training, CRM, Strategic Planning, Strategic Financial..., Sales, Investments, Finance, Small Business, Retirement Planning, Recruiting, Insurance, Human Resources, Media Relations, Transportation, Series 7, Leadership, Marketing Strategy
Education
University of San Francisco 2004 — 2006
Master of Arts, Counseling Psychology 2006
Oregon State University 1978 — 1983
Bachelor of Science, Business Administration/Finance
Breanne Metz's Ameriprise Financial Experience 2006 - 2006
Job Property Manager
Industry Real Estate
Experience
Morgan Properties February 2012 - Present
Morgan Properties February 2011 - February 2012
Reliant Property Management August 2010 - February 2011
Vesper Hospitality/Dr. Watson's/Zavino April 2010 - June 2010
Tommi Life Style Boutique October 2009 - May 2010
Catarina's Hair Designs September 2006 - October 2009
TRC Staffing Services September 2000 - September 2006
Ameriprise Financial 2006 - 2006
Wentworth Property Management December 2004 - January 2005
Skills
Business Development, Accounting, Apartments, Asset Managment, Budgets, Contract Negotiation, Financials, Investment Properties, Management, Marketing, New Business Development, Project Management, Property, Property Management, Real Estate, Real Estate Transactions, Recruiting, Sales, Time Management, Training, Coaching, Leases, Lease Administration
Education
Penn State University 2002 — 2005
BA, Economics with specialy in Money and Banking
Morgan Properties February 2012 - Present
Morgan Properties February 2011 - February 2012
Reliant Property Management August 2010 - February 2011
Vesper Hospitality/Dr. Watson's/Zavino April 2010 - June 2010
Tommi Life Style Boutique October 2009 - May 2010
Catarina's Hair Designs September 2006 - October 2009
TRC Staffing Services September 2000 - September 2006
Ameriprise Financial 2006 - 2006
Wentworth Property Management December 2004 - January 2005
Skills
Business Development, Accounting, Apartments, Asset Managment, Budgets, Contract Negotiation, Financials, Investment Properties, Management, Marketing, New Business Development, Project Management, Property, Property Management, Real Estate, Real Estate Transactions, Recruiting, Sales, Time Management, Training, Coaching, Leases, Lease Administration
Education
Penn State University 2002 — 2005
BA, Economics with specialy in Money and Banking
Kevin Dolen, CRPC® APMA®'s Ameriprise Financial Experience December 2008 - January 2012
Job Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial December 2008 - January 2012
HR Block Financial Advisors March 2003 - January 2012
American Express Financial Advisors January 2002 - March 2003
American Express Financial Advisors 2001 - January 2002
DTC, Inc. 1994 - 2000
Olde Stockbrokers 1992 - 1994
Hibbard Brown 1991 - 1992
Education
Purdue University 1987 — 1991
BS
Lincoln HS Sioux Falls, SD
Mathew Solomon Mathew Solomon's Ameriprise Financial Experience October 2001 - January 2009
Job Retirement paycheck specialist
Industry Financial Services
Experience
Abrahamsen Financial Group July 2014 - Present
Prospect Predict June 2013 - Present
Le Tip International August 2012 - July 2014
Emerald Financial Resources-MassMutual June 2009 - July 2014
Ameriprise Financial October 2001 - January 2009
Skills
Finance, Wealth Management, Estate Planning, Management, 401k, Financial Advisory, Financial Services, Series 7, Securities, Life Insurance, Small Business, Portfolio Management, Investment Advisory, Disability Insurance, Asset Management, Wealth, Employee Benefits, Long Term Care Insurance, Entrepreneurship, Tax, Educational Consulting, Health Insurance, Asset Allocation, Strategy, REIT, Networking, Estate Tax Planning, College Savings Plans, 529 Plans, Trusts, Term Life Insurance, Investment Strategies, Asset Managment, insurance planning, Alternative Investments, IRAs, Salesforce.com, Residential Mortgages, Economics, Business Networking, Personal Finance, Universal Life, Cold Calling, Lead Generation, Brokers, Licensed Life
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2001
Bachelor of Science (BS), Political Science and Government
Old Dominion University 1995 — 1996
Bachelor of Science (BS), Political Science and Government
Abrahamsen Financial Group July 2014 - Present
Prospect Predict June 2013 - Present
Le Tip International August 2012 - July 2014
Emerald Financial Resources-MassMutual June 2009 - July 2014
Ameriprise Financial October 2001 - January 2009
Skills
Finance, Wealth Management, Estate Planning, Management, 401k, Financial Advisory, Financial Services, Series 7, Securities, Life Insurance, Small Business, Portfolio Management, Investment Advisory, Disability Insurance, Asset Management, Wealth, Employee Benefits, Long Term Care Insurance, Entrepreneurship, Tax, Educational Consulting, Health Insurance, Asset Allocation, Strategy, REIT, Networking, Estate Tax Planning, College Savings Plans, 529 Plans, Trusts, Term Life Insurance, Investment Strategies, Asset Managment, insurance planning, Alternative Investments, IRAs, Salesforce.com, Residential Mortgages, Economics, Business Networking, Personal Finance, Universal Life, Cold Calling, Lead Generation, Brokers, Licensed Life
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2001
Bachelor of Science (BS), Political Science and Government
Old Dominion University 1995 — 1996
Bachelor of Science (BS), Political Science and Government
Kenneth Del Goleto, CFP® Kenneth Del Goleto, CFP®'s Ameriprise Financial Experience October 1989 - Present
Job Financial Advisor, Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1989 - Present
Education
Penn State University 1981 — 1985
B.S., Finance
Ameriprise Financial October 1989 - Present
Education
Penn State University 1981 — 1985
B.S., Finance
David Jandron David Jandron's Ameriprise Financial Experience February 2011 - October 2012
Job Territory Sales Manager at Altria
Industry Financial Services
Experience
Altria October 2012 - Present
Ameriprise Financial February 2011 - October 2012
David Jandron Insurance Agency/ Farmers Insurance March 2007 - January 2011
Willamette Chapter of BNI October 2009 - September 2010
South Portland Business Association February 2008 - August 2009
Education
Point Loma Nazarene University 2000 — 2002
BA, BUSINESS
San Jose State University 1998 — 2000
Business
Altria October 2012 - Present
Ameriprise Financial February 2011 - October 2012
David Jandron Insurance Agency/ Farmers Insurance March 2007 - January 2011
Willamette Chapter of BNI October 2009 - September 2010
South Portland Business Association February 2008 - August 2009
Education
Point Loma Nazarene University 2000 — 2002
BA, BUSINESS
San Jose State University 1998 — 2000
Business
Craig Eastwood Craig Eastwood's Ameriprise Financial Experience December 2008 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Greg Nauman, CFP Greg Nauman, CFP's Ameriprise Financial Experience August 1984 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1984 - Present
Education
Penn State University 1974 — 1978
B.S.
Elizabethtown Area High School 1968 — 1974
Ameriprise Financial August 1984 - Present
Education
Penn State University 1974 — 1978
B.S.
Elizabethtown Area High School 1968 — 1974
Mirza Akram Baig's Ameriprise Financial Experience May 2010 - Present
Job Storage SME
Industry Information Technology and Services
Experience
Ameriprise Financial May 2010 - Present
IBM January 2006 - January 2010
Computer Associates, Inc 2004 - 2005
Webhelp Global Services 2003 - 2004
Skills
Microsoft Certified..., Microsoft Certified..., Microsoft Certified..., Microsoft Certified..., SNIA Certified Storage..., Sun Certified System..., ITIL® v3, Certification from..., Microsoft Certified..., Microsoft Office, SCSP, SNIA Certified Storage..., Solaris, Messaging, ITIL, Disaster Recovery, Data Center, Servers, SAN, Windows Server, VPN, Network Administration, Microsoft Exchange, Storage, Troubleshooting, Vendor Management, System Administration, SharePoint, Routers, SQL, Windows, Software Installation, Active Directory, Virtualization, VMware, IT Service Management, DNS, Operating Systems, Cisco Technologies, Unix, Software Development, NAS, IIS, Citrix, Storage Area Networks, VMware ESX, Cluster, IT Operations, Incident Management, AIX
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2008 — 2010
MBA, Masters in Business Administration
Osmania University 1999 — 2002
Bachelor of Computer Applications (BCA), Computer Applications, First Division
Aptech Limited 1999 — 2001
Higher Diploma In Software Engineering, Computer Applications
St Mary's Centenary Junior College 1997 — 1999
Intermediate, Mathematics, Physics, Chemistry
St Joseph's High School 1996 — 1997
Ameriprise Financial May 2010 - Present
IBM January 2006 - January 2010
Computer Associates, Inc 2004 - 2005
Webhelp Global Services 2003 - 2004
Skills
Microsoft Certified..., Microsoft Certified..., Microsoft Certified..., Microsoft Certified..., SNIA Certified Storage..., Sun Certified System..., ITIL® v3, Certification from..., Microsoft Certified..., Microsoft Office, SCSP, SNIA Certified Storage..., Solaris, Messaging, ITIL, Disaster Recovery, Data Center, Servers, SAN, Windows Server, VPN, Network Administration, Microsoft Exchange, Storage, Troubleshooting, Vendor Management, System Administration, SharePoint, Routers, SQL, Windows, Software Installation, Active Directory, Virtualization, VMware, IT Service Management, DNS, Operating Systems, Cisco Technologies, Unix, Software Development, NAS, IIS, Citrix, Storage Area Networks, VMware ESX, Cluster, IT Operations, Incident Management, AIX
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2008 — 2010
MBA, Masters in Business Administration
Osmania University 1999 — 2002
Bachelor of Computer Applications (BCA), Computer Applications, First Division
Aptech Limited 1999 — 2001
Higher Diploma In Software Engineering, Computer Applications
St Mary's Centenary Junior College 1997 — 1999
Intermediate, Mathematics, Physics, Chemistry
St Joseph's High School 1996 — 1997
Manford Smith Manford Smith's Ameriprise Financial Experience October 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1997 - Present
Education
Ohio University 1966 — 1970
BBA, Business with a concentration in Accounting
Ameriprise Financial October 1997 - Present
Education
Ohio University 1966 — 1970
BBA, Business with a concentration in Accounting
Paule Nahas Paule Nahas's Ameriprise Financial Experience February 2006 - Present
Job Financial Advisor at Ameriprise Financial. CA Insurance # OE91418
Industry Financial Services
Experience
Ameriprise Financial February 2006 - Present
Education
Pierce College 1986 — 2000
Ameriprise Financial February 2006 - Present
Education
Pierce College 1986 — 2000
William P. Foster William P. Foster's Ameriprise Financial Experience July 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial July 1996 - Present
Warner Bros. Interactive Entertainment August 2004 - December 2004
DMA Consulting June 2004 - October 2004
Skills
Certified Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA
University of Nevada-Reno 1989 — 1993
BS
Ameriprise Financial July 1996 - Present
Warner Bros. Interactive Entertainment August 2004 - December 2004
DMA Consulting June 2004 - October 2004
Skills
Certified Financial...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA
University of Nevada-Reno 1989 — 1993
BS
John Milligan John Milligan's Ameriprise Financial Experience 2006 - November 2012
Job W & IM Operations Manager at SunTrust Banks, Inc.
Industry Financial Services
Experience
SunTrust Bank November 2012 - Present
Ameriprise Financial 2006 - November 2012
Ameriprise Financial 2004 - 2006
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1999 - 2002
US Navy 1992 - 1996
Education
Penn State University 1996 — 1999
BS, Finance
SunTrust Bank November 2012 - Present
Ameriprise Financial 2006 - November 2012
Ameriprise Financial 2004 - 2006
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 1999 - 2002
US Navy 1992 - 1996
Education
Penn State University 1996 — 1999
BS, Finance
James Carrington's Ameriprise Financial Experience 1992 - 1997
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Richardson, Carrington, Weaver & Associates 1997 - Present
Ameriprise Financial 1992 - 1997
Education
Old Dominion University
Bachelor of Science, Financial Management
Richardson, Carrington, Weaver & Associates 1997 - Present
Ameriprise Financial 1992 - 1997
Education
Old Dominion University
Bachelor of Science, Financial Management
Mark S Cohen Mark S Cohen's Ameriprise Financial Experience August 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1999 - Present
Commomwealth of Massachusetts September 1982 - June 1996
Education
Queens College 1968 — 1969
BA, Psychology/Speech Pathologh
Ameriprise Financial August 1999 - Present
Commomwealth of Massachusetts September 1982 - June 1996
Education
Queens College 1968 — 1969
BA, Psychology/Speech Pathologh
Thomas A. Noyes, LUTCF Thomas A. Noyes, LUTCF's Ameriprise Financial Experience January 2007 - April 2007
Job Independent Life & Health Insurance Agent
Industry Insurance
Experience
Noyes Insurance Agency, Inc. (domiciled in NY) January 2009 - Present
Coldwell Banker Gumbo Realty July 2005 - January 2010
Nationwide Securities, LLC July 2008 - March 2009
Nationwide Financial Network June 2008 - December 2008
MetLife Financial Services July 2007 - March 2008
Ameriprise Financial January 2007 - April 2007
Allen J Flood Companies, Inc March 2000 - November 2006
American Lawyer Media - ALM Properties, Inc November 1997 - February 2000
Mutual of Omaha Companies, Inc - Rye, NY Division Office April 1989 - November 1997
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Disability Insurance, Term Life Insurance, Health Insurance, Long-term Care, Life Insurance, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1984
BA, Literature & Communications
HHS
Noyes Insurance Agency, Inc. (domiciled in NY) January 2009 - Present
Coldwell Banker Gumbo Realty July 2005 - January 2010
Nationwide Securities, LLC July 2008 - March 2009
Nationwide Financial Network June 2008 - December 2008
MetLife Financial Services July 2007 - March 2008
Ameriprise Financial January 2007 - April 2007
Allen J Flood Companies, Inc March 2000 - November 2006
American Lawyer Media - ALM Properties, Inc November 1997 - February 2000
Mutual of Omaha Companies, Inc - Rye, NY Division Office April 1989 - November 1997
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Disability Insurance, Term Life Insurance, Health Insurance, Long-term Care, Life Insurance, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1984
BA, Literature & Communications
HHS
Svetla Vavova-Clifford, RICP®, CMFC® Svetla Vavova-Clifford, RICP®, CMFC®'s Ameriprise Financial Experience November 2005 - March 2011
Job Sr. Investment Specialist at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2014 - Present
American Century Investments March 2011 - January 2014
Ameriprise Financial November 2005 - March 2011
Ameriprise Financial October 2004 - October 2005
Autoweb.com May 2000 - September 2001
Integretel, Inc. August 1998 - April 2000
Skills
Series 7, Uniform Combined State..., Retirement, Retirement Planning, Financial Goals, Personal Finance, Wealth Management, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investments, CRPC, Finance, Financial Analysis, Asset Management, Financial Services, Securities, Equities, Investment Strategies, Financial Advisory, Financial Planning
Education
University of California, Riverside 1995 — 1997
Bachalors of Science, Business Administration
Palomar College 1993 — 1995
San Dieguitto High School 1991 — 1993
High School
Lycee Francais Alphonse de Lamartine 1989 — 1990
High School
American Century Investments February 2014 - Present
American Century Investments March 2011 - January 2014
Ameriprise Financial November 2005 - March 2011
Ameriprise Financial October 2004 - October 2005
Autoweb.com May 2000 - September 2001
Integretel, Inc. August 1998 - April 2000
Skills
Series 7, Uniform Combined State..., Retirement, Retirement Planning, Financial Goals, Personal Finance, Wealth Management, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investments, CRPC, Finance, Financial Analysis, Asset Management, Financial Services, Securities, Equities, Investment Strategies, Financial Advisory, Financial Planning
Education
University of California, Riverside 1995 — 1997
Bachalors of Science, Business Administration
Palomar College 1993 — 1995
San Dieguitto High School 1991 — 1993
High School
Lycee Francais Alphonse de Lamartine 1989 — 1990
High School
P. Michael Smeltzer's Ameriprise Financial Experience 2002 - Present
Job CRPC, Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2002 - Present
Ameriprise Financial Services, Inc. 1999 - 2002
Education
Ohio University
B.B.A., Finance
Ameriprise Financial 2002 - Present
Ameriprise Financial Services, Inc. 1999 - 2002
Education
Ohio University
B.B.A., Finance
Patrick Wolfe Patrick Wolfe's Ameriprise Financial Experience July 2007 - March 2010
Job Director of Finance at Cricket Debt Counseling
Industry Financial Services
Experience
Cricket Debt Counseling May 2010 - Present
Integrity Financial Management June 2006 - Present
Ameriprise Financial July 2007 - March 2010
Lexus of Portland April 2002 - October 2006
TownHound Technology 1999 - 2002
Skills
Financial Reporting, Team Building, Analysis, Financial Analysis, Accounting, Executive Management, Risk Management, Management, Budgets, Strategic Planning, Finance, Financial Accounting, Due Diligence, Leadership, Investments, Public Speaking, Mergers & Acquisitions, Financial Planning, CPA
Education
Oregon State University 1970 — 1974
Bachelor of Science, Accounting
Oregon State University 1970 — 1974
Bachelor's degree, Business Administration/Accounting
Cricket Debt Counseling May 2010 - Present
Integrity Financial Management June 2006 - Present
Ameriprise Financial July 2007 - March 2010
Lexus of Portland April 2002 - October 2006
TownHound Technology 1999 - 2002
Skills
Financial Reporting, Team Building, Analysis, Financial Analysis, Accounting, Executive Management, Risk Management, Management, Budgets, Strategic Planning, Finance, Financial Accounting, Due Diligence, Leadership, Investments, Public Speaking, Mergers & Acquisitions, Financial Planning, CPA
Education
Oregon State University 1970 — 1974
Bachelor of Science, Accounting
Oregon State University 1970 — 1974
Bachelor's degree, Business Administration/Accounting
James W. Mewborn, MBA James W. Mewborn, MBA's Ameriprise Financial Experience July 2008 - November 2014
Job Contract CFO at Mewborn Consulting
Industry Financial Services
Experience
Liberty University 2013 - Present
Polk State College 2012 - Present
Keiser University 2012 - Present
Florida School of Insurance 1998 - Present
Ameriprise Financial July 2008 - November 2014
Wachovia Securities Financial Network 2005 - 2008
Education
Webster University
MBA, Business and Finance
Southeastern University
BS, Business
Auburndale Sr. High School 1983 — 1986
Diploma, Required
Polk Community College
AA, Marketing
Liberty University 2013 - Present
Polk State College 2012 - Present
Keiser University 2012 - Present
Florida School of Insurance 1998 - Present
Ameriprise Financial July 2008 - November 2014
Wachovia Securities Financial Network 2005 - 2008
Education
Webster University
MBA, Business and Finance
Southeastern University
BS, Business
Auburndale Sr. High School 1983 — 1986
Diploma, Required
Polk Community College
AA, Marketing
Pratt Phillips Pratt Phillips's Ameriprise Financial Experience May 2005 - October 2009
Job at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
Alyson Casagrande's Ameriprise Financial Experience 2007 - 2011
Job Model
Industry Apparel & Fashion
Experience
Looking for an Agency. August 2015 - Present
IBM September 2014 - January 2015
IBM March 2014 - September 2014
IBM January 2013 - March 2014
Ameriprise Financial 2007 - 2011
Skills
Organization, Plannning, Communications Planning, English language skills, Public Relations, Corporate Campaigns, Organizational Change..., Blogging, Peer Mediation, Peer Relationships, Journalism, Change Management, Online Marketing, Social Media Measurement, Social Media Marketing, Communication Training, Marketing, Content Management, Digital Strategy, Direct Marketing, Web Content Management, Digital Marketing, Content Development, Crisis Communications, Media Relations, Web Analytics, Web Content, Social Media, Leadership, Strategy, Social Networking, Content Strategy
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2005
Bachelor's degree, Communication and Media Studies
The Ursuline School 1995 — 2000
Looking for an Agency. August 2015 - Present
IBM September 2014 - January 2015
IBM March 2014 - September 2014
IBM January 2013 - March 2014
Ameriprise Financial 2007 - 2011
Skills
Organization, Plannning, Communications Planning, English language skills, Public Relations, Corporate Campaigns, Organizational Change..., Blogging, Peer Mediation, Peer Relationships, Journalism, Change Management, Online Marketing, Social Media Measurement, Social Media Marketing, Communication Training, Marketing, Content Management, Digital Strategy, Direct Marketing, Web Content Management, Digital Marketing, Content Development, Crisis Communications, Media Relations, Web Analytics, Web Content, Social Media, Leadership, Strategy, Social Networking, Content Strategy
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2005
Bachelor's degree, Communication and Media Studies
The Ursuline School 1995 — 2000
Scott Kelley, AIF® Scott Kelley, AIF®'s Ameriprise Financial Experience January 2006 - November 2006
Job Vice President, Senior Retirement Consultant DCIO at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds December 2010 - Present
OppenheimerFunds June 2008 - December 2010
OppenheimerFunds January 2007 - June 2008
Ameriprise Financial January 2006 - November 2006
Scottrade Financial Services January 2004 - January 2006
Ameriprise Financial Advisors January 2002 - June 2003
Skills
Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations, 401k, Territory Development, Territory Management, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Sales Prospecting, Presentations, Presentation Design, Sales Presentations, Presentation Coaching, Practice Management, Economics, Investments, Business Travel, Morningstar, Mutual Funds, Global Investment, Continuing Education, Modern Portfolio Theory, Wealth Management, Customer Service, Selling, Equities, Uniform Combined State..., Financial Services, Series 63, Series 7
Education
Oregon State University 1999 — 2003
BS, Business: Finance
Lakeridge High School 1993 — 1997
OppenheimerFunds December 2010 - Present
OppenheimerFunds June 2008 - December 2010
OppenheimerFunds January 2007 - June 2008
Ameriprise Financial January 2006 - November 2006
Scottrade Financial Services January 2004 - January 2006
Ameriprise Financial Advisors January 2002 - June 2003
Skills
Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations, 401k, Territory Development, Territory Management, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Sales Prospecting, Presentations, Presentation Design, Sales Presentations, Presentation Coaching, Practice Management, Economics, Investments, Business Travel, Morningstar, Mutual Funds, Global Investment, Continuing Education, Modern Portfolio Theory, Wealth Management, Customer Service, Selling, Equities, Uniform Combined State..., Financial Services, Series 63, Series 7
Education
Oregon State University 1999 — 2003
BS, Business: Finance
Lakeridge High School 1993 — 1997
Blair Kisker, MBA Blair Kisker, MBA's Ameriprise Financial Experience June 2011 - August 2011
Job Accounting Supervisor at Valvoline
Industry Accounting
Experience
Valvoline March 2015 - Present
Valvoline March 2014 - March 2015
Ashland Inc. August 2013 - March 2014
RiverHills Consulting June 2013 - August 2013
Lexington Downtown Development Authority June 2012 - May 2013
Ameriprise Financial June 2011 - August 2011
Columbus Clippers January 2010 - September 2010
Florence Freedom May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Leadership
Education
University of Kentucky 2012 — 2013
Master of Business Administration (MBA)
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Accounting, Economics Management
Valvoline March 2015 - Present
Valvoline March 2014 - March 2015
Ashland Inc. August 2013 - March 2014
RiverHills Consulting June 2013 - August 2013
Lexington Downtown Development Authority June 2012 - May 2013
Ameriprise Financial June 2011 - August 2011
Columbus Clippers January 2010 - September 2010
Florence Freedom May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Leadership
Education
University of Kentucky 2012 — 2013
Master of Business Administration (MBA)
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Accounting, Economics Management
Nancy McCready, CFP, CRPC, MBA Nancy McCready, CFP, CRPC, MBA's Ameriprise Financial Experience September 2003 - January 2012
Job Wealth Financial Advisor at Bank of the West Wealth Management
Industry Financial Services
Experience
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Thomas M Denkenberger's Ameriprise Financial Experience January 2009 - November 2011
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Ameriprise Financial January 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Portfolio Management, 401k, Asset Allocation, Wealth Management, Financial Analysis, Risk Management, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Finance, Series 7
Education
University of California, San Diego 2004 — 2007
Master of Science, Biology
Penn State University 2000 — 2004
Bachelor of Science, Honors Biochemistry & Molecular Biology
Montrose Area High School 1996 — 2000
High School Diploma
Merrill Lynch November 2011 - Present
Ameriprise Financial January 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Portfolio Management, 401k, Asset Allocation, Wealth Management, Financial Analysis, Risk Management, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Finance, Series 7
Education
University of California, San Diego 2004 — 2007
Master of Science, Biology
Penn State University 2000 — 2004
Bachelor of Science, Honors Biochemistry & Molecular Biology
Montrose Area High School 1996 — 2000
High School Diploma
Joyita Neerkaje's Ameriprise Financial Experience June 2006 - January 2007
Job Left/Right brained PMO Professional and Certified Scrum Master ready for her next challenge
Industry Information Services
Experience
Self-Employed August 2009 - Present
Castlight Health September 2013 - December 2014
Connecicut Municipal Electric Energy Cooperative April 2012 - September 2013
Pfizer May 2008 - September 2009
Prudential Financial February 2007 - September 2007
Ameriprise Financial June 2006 - January 2007
SatNav Technologies April 2005 - September 2005
ICICI Bank Ltd November 2002 - April 2005
Skills
PMO, Project Management, Program Management, Project Portfolio..., Strategic Planning, Business Analysis, SDLC, Project Planning, Change Management, Business Process..., Employee Training, Training Needs Analysis, Training Delivery, Leadership, Risk Management
Education
Osmania University 1999 — 2002
Bachelor of Commerce (B.Com.)
Self-Employed August 2009 - Present
Castlight Health September 2013 - December 2014
Connecicut Municipal Electric Energy Cooperative April 2012 - September 2013
Pfizer May 2008 - September 2009
Prudential Financial February 2007 - September 2007
Ameriprise Financial June 2006 - January 2007
SatNav Technologies April 2005 - September 2005
ICICI Bank Ltd November 2002 - April 2005
Skills
PMO, Project Management, Program Management, Project Portfolio..., Strategic Planning, Business Analysis, SDLC, Project Planning, Change Management, Business Process..., Employee Training, Training Needs Analysis, Training Delivery, Leadership, Risk Management
Education
Osmania University 1999 — 2002
Bachelor of Commerce (B.Com.)
Jamie Frisone CFP® Jamie Frisone CFP®'s Ameriprise Financial Experience March 2002 - March 2009
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2013
Ameriprise Financial March 2002 - March 2009
Ameriprise Financial March 2000 - March 2002
Ameriprise Financial October 1998 - March 2000
Skills
401k, Asset Allocation, Change Management, Leadership Development, Asset Management, Coaching, Customer Service, Employee Benefits, Estate Planning, FINRA, Finance, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, Portfolio Management, Recruiting, Retirement, Retirement Planning, Sales Management, Securities, Series 63, Series 65, Series 7, Strategic Financial..., Strategy, Training, Wealth, Wealth Management, Uniform Combined State...
Education
Plymouth State University 1994 — 1998
Business Administration, Human Resources
Pinkerton Academy 1990 — 1994
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2013
Ameriprise Financial March 2002 - March 2009
Ameriprise Financial March 2000 - March 2002
Ameriprise Financial October 1998 - March 2000
Skills
401k, Asset Allocation, Change Management, Leadership Development, Asset Management, Coaching, Customer Service, Employee Benefits, Estate Planning, FINRA, Finance, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, Portfolio Management, Recruiting, Retirement, Retirement Planning, Sales Management, Securities, Series 63, Series 65, Series 7, Strategic Financial..., Strategy, Training, Wealth, Wealth Management, Uniform Combined State...
Education
Plymouth State University 1994 — 1998
Business Administration, Human Resources
Pinkerton Academy 1990 — 1994
Mike Blejer Mike Blejer's Ameriprise Financial Experience 2006 - 2006
Job Comedian and Multimedian
Industry Entertainment
Experience
Mike Blejer Unincorporated 2010 - Present
LinkedIn Profile Completion November 2008 - Present
Microsoft August 2014 - March 2015
The Daily Dolt January 2013 - January 2014
United States Air Force March 2013 - May 2013
Fast Company October 2010 - June 2012
Wahanda January 2010 - October 2010
Pseuds.com March 2007 - 2008
Ameriprise Financial 2006 - 2006
Skills
HTML, Acting, Comedy, Stand-up Comedy, Creative Writing, Blogging, Social Media, Editing, Film, Improvisational Comedy, Copywriting, Copy Editing, Television, Entertainment, Online Advertising
Education
Oberlin College 2002 — 2006
Bachelor's degree, Philosophy
Mike Blejer Unincorporated 2010 - Present
LinkedIn Profile Completion November 2008 - Present
Microsoft August 2014 - March 2015
The Daily Dolt January 2013 - January 2014
United States Air Force March 2013 - May 2013
Fast Company October 2010 - June 2012
Wahanda January 2010 - October 2010
Pseuds.com March 2007 - 2008
Ameriprise Financial 2006 - 2006
Skills
HTML, Acting, Comedy, Stand-up Comedy, Creative Writing, Blogging, Social Media, Editing, Film, Improvisational Comedy, Copywriting, Copy Editing, Television, Entertainment, Online Advertising
Education
Oberlin College 2002 — 2006
Bachelor's degree, Philosophy
Ryan Ferrell's Ameriprise Financial Experience May 2014 - August 2014
Job MIS Global Financial Operations at J.P. Morgan
Industry Financial Services
Experience
Ohio University College of Business January 2015 - Present
J.P. Morgan June 2015 - August 2015
Universidad Americana (UAM) December 2014 - January 2015
Ohio University August 2014 - December 2014
Ameriprise Financial May 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Research, Leadership, Microsoft SQL Server, Visio, Microsoft Project, Event Planning, Public Speaking, Data Analysis, Financial Analysis, Toad 9.0, Essbase
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, Data Analytics
Ohio University College of Business January 2015 - Present
J.P. Morgan June 2015 - August 2015
Universidad Americana (UAM) December 2014 - January 2015
Ohio University August 2014 - December 2014
Ameriprise Financial May 2014 - August 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Research, Leadership, Microsoft SQL Server, Visio, Microsoft Project, Event Planning, Public Speaking, Data Analysis, Financial Analysis, Toad 9.0, Essbase
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, Data Analytics
Ron Burke, CFP® Ron Burke, CFP®'s Ameriprise Financial Experience December 1990 - August 1993
Job Wealth advisor serving families & professionals • Wealth Management • Succession Planning • Estate Administration
Industry Financial Services
Experience
The Private Bank at Bank of Oklahoma October 2012 - Present
Oklahoma City Estate Planning Council May 2015 - Present
First Financial Network July 2005 - October 2012
Guardian Life Insurance July 2003 - July 2005
Banc of America Investments, Bank of America April 1995 - July 2003
Bank of Oklahoma August 1993 - April 1995
Ameriprise Financial December 1990 - August 1993
Bank of America August 1988 - December 1990
Skills
Retirement Planning, Portfolio Management, Risk Management, Investments, Mutual Funds, Life Insurance, Disability Insurance, Private Banking, Securities, Loans, Valuation, Financial Analysis, Asset Allocation, Financial Advisory, Finance, Asset Management, Banking, Credit, Due Diligence, Retirement, Wealth, Wealth Management..., Underwriting, Financial Services, Strategic Financial..., Estate Planning, Small Business, Trust Services, Alternative Investments, Investment Advisory, Equities, Wealth Management, Relationship Management, Financial Risk, Financial Planning
Education
Oklahoma State University 1984 — 1988
Bachelor of Science (B.S.), Finance
The College for Financial Planning
CMFC®
The College for Financial Planning
CFP® Designation
Putnam City North
The Private Bank at Bank of Oklahoma October 2012 - Present
Oklahoma City Estate Planning Council May 2015 - Present
First Financial Network July 2005 - October 2012
Guardian Life Insurance July 2003 - July 2005
Banc of America Investments, Bank of America April 1995 - July 2003
Bank of Oklahoma August 1993 - April 1995
Ameriprise Financial December 1990 - August 1993
Bank of America August 1988 - December 1990
Skills
Retirement Planning, Portfolio Management, Risk Management, Investments, Mutual Funds, Life Insurance, Disability Insurance, Private Banking, Securities, Loans, Valuation, Financial Analysis, Asset Allocation, Financial Advisory, Finance, Asset Management, Banking, Credit, Due Diligence, Retirement, Wealth, Wealth Management..., Underwriting, Financial Services, Strategic Financial..., Estate Planning, Small Business, Trust Services, Alternative Investments, Investment Advisory, Equities, Wealth Management, Relationship Management, Financial Risk, Financial Planning
Education
Oklahoma State University 1984 — 1988
Bachelor of Science (B.S.), Finance
The College for Financial Planning
CMFC®
The College for Financial Planning
CFP® Designation
Putnam City North
Hannah Haverkos's Ameriprise Financial Experience September 2006 - February 2007
Job Human Resources Recruiter at Aegis Sciences Corporation
Industry Staffing and Recruiting
Experience
Aegis Sciences Corporation October 2014 - Present
teknetex inc November 2013 - October 2014
Accountemps May 2012 - November 2013
Renaissance Investment Management September 2007 - May 2012
Aaron Rents March 2007 - June 2007
Ameriprise Financial September 2006 - February 2007
Athens Water Treatment Plant April 2004 - June 2006
Aerospace International Materials, Inc December 2001 - December 2004
Skills
Asset Allocation, Financial Modeling, Equities, Investments, Financial Analysis, Microsoft Excel, Banking, Finance, Budgets, Portfolio Management, Risk Management, Asset Managment, Strategic Financial..., Forecasting, Microsoft Office, Strategic Planning, Investment Banking, Wealth Management, Auditing, Account Reconciliation, Asset Management, Accounting, Analysis
Education
University of Cincinnati 2009 — 2011
Masters, Business Administration; Finance
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Little Miami High School
Aegis Sciences Corporation October 2014 - Present
teknetex inc November 2013 - October 2014
Accountemps May 2012 - November 2013
Renaissance Investment Management September 2007 - May 2012
Aaron Rents March 2007 - June 2007
Ameriprise Financial September 2006 - February 2007
Athens Water Treatment Plant April 2004 - June 2006
Aerospace International Materials, Inc December 2001 - December 2004
Skills
Asset Allocation, Financial Modeling, Equities, Investments, Financial Analysis, Microsoft Excel, Banking, Finance, Budgets, Portfolio Management, Risk Management, Asset Managment, Strategic Financial..., Forecasting, Microsoft Office, Strategic Planning, Investment Banking, Wealth Management, Auditing, Account Reconciliation, Asset Management, Accounting, Analysis
Education
University of Cincinnati 2009 — 2011
Masters, Business Administration; Finance
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Little Miami High School
Allen Porter Allen Porter's Ameriprise Financial Experience January 2002 - Present
Job
Industry Nonprofit Organization Management
Experience
Ohio Safehaven for Newborns July 2012 - Present
Ameriprise Financial January 2002 - Present
Rotary International Club Avon-Avon Lake 2008 - 2010
Rocky River Chamber of Commerce 1998 - 2010
Bay Presbyterian Church 2005 - 2007
Paine Webber November 1997 - March 2000
Xerox 1994 - 1997
Skills
Retirement Income...
Education
Penn State University 1960 — 1964
BS
Ohio Safehaven for Newborns July 2012 - Present
Ameriprise Financial January 2002 - Present
Rotary International Club Avon-Avon Lake 2008 - 2010
Rocky River Chamber of Commerce 1998 - 2010
Bay Presbyterian Church 2005 - 2007
Paine Webber November 1997 - March 2000
Xerox 1994 - 1997
Skills
Retirement Income...
Education
Penn State University 1960 — 1964
BS
Emily (Sallack) Nieves Emily (Sallack) Nieves's Ameriprise Financial Experience June 2004 - August 2005
Job Manager, Corporate FP&A at Fresenius Vascular Care
Industry Hospital & Health Care
Experience
Fresenius Vascular Care November 2014 - Present
Fresenius Vascular Care January 2014 - November 2014
The North Face March 2012 - December 2013
The North Face January 2010 - February 2012
The North Face June 2006 - January 2010
Merrill Lynch September 2005 - February 2006
Ameriprise Financial June 2004 - August 2005
Skills
Forecasting, Budget, Analysis, Operating Expenses, Revenue Forecasting, Business Partner Support, Strategic Planning, Data Modeling, Excel, Access, SAP, Financial Forecasting, Analytics, Budgets
Education
Penn State University 2000 — 2004
B.A., International Politics
Fresenius Vascular Care November 2014 - Present
Fresenius Vascular Care January 2014 - November 2014
The North Face March 2012 - December 2013
The North Face January 2010 - February 2012
The North Face June 2006 - January 2010
Merrill Lynch September 2005 - February 2006
Ameriprise Financial June 2004 - August 2005
Skills
Forecasting, Budget, Analysis, Operating Expenses, Revenue Forecasting, Business Partner Support, Strategic Planning, Data Modeling, Excel, Access, SAP, Financial Forecasting, Analytics, Budgets
Education
Penn State University 2000 — 2004
B.A., International Politics
Carol McNeill-Skorupan, MBA, CPA, PFS, CFP® Carol McNeill-Skorupan, MBA, CPA, PFS, CFP®'s Ameriprise Financial Experience 2009 - Present
Job Financial Advisor/Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
UBS Financial Services 2004 - 2009
Skills
Retirement Planning..., Retirement Income..., Small Business, Investment Management, Family Finances, Tax & Estate Planning..., Women's Financial..., Wealth Preservation...
Education
Purdue University
Bachelor of Science (BS), Business Economics, Computer Science
University of Wisconsin-Madison
Master of Business Administration (MBA), Accounting
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
UBS Financial Services 2004 - 2009
Skills
Retirement Planning..., Retirement Income..., Small Business, Investment Management, Family Finances, Tax & Estate Planning..., Women's Financial..., Wealth Preservation...
Education
Purdue University
Bachelor of Science (BS), Business Economics, Computer Science
University of Wisconsin-Madison
Master of Business Administration (MBA), Accounting
Carol Ziegelheim's Ameriprise Financial Experience 2007 - 2008
Job Marketing & Communications Director, KPMG LLP
Industry Financial Services
Experience
KPMG July 2011 - Present
UBS Wealth Management October 2007 - May 2008
Ameriprise Financial 2007 - 2008
KPMG 1997 - 2002
Skills
Strategy, Marketing Strategy, Management
Education
Pace University 1980 — 1984
Bachelor of Business Administration (B.B.A.)
KPMG July 2011 - Present
UBS Wealth Management October 2007 - May 2008
Ameriprise Financial 2007 - 2008
KPMG 1997 - 2002
Skills
Strategy, Marketing Strategy, Management
Education
Pace University 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Avril Cobb Avril Cobb's Ameriprise Financial Experience March 2008 - May 2008
Job Operations Business Analyst at Amerigroup
Industry Financial Services
Experience
Amerigroup August 2012 - Present
AppleOne April 2012 - September 2012
Virginia Beach Public School December 2010 - March 2012
Ameriprise Financial March 2008 - May 2008
LPL Financial January 2006 - September 2006
2005Sea World March 2005 - November 2005
Unitrin Direct 2001 - 2005
Enterprise Capital Management January 1997 - January 2001
Skills
Research, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Leadership, Team Building, Analysis, Forecasting, Operations Management, Workshop Facilitation, Finance, Business Strategy, Call Center, Bloomberg, Access, Supervisory Skills, Training, Data Analysis, Program Management, Business Analysis, Management, Strategic Planning, Budgets, Change Management, Call Centers, Process Improvement
Education
Spelman College 1994 — 1998
BA
Old Dominion University
Amerigroup August 2012 - Present
AppleOne April 2012 - September 2012
Virginia Beach Public School December 2010 - March 2012
Ameriprise Financial March 2008 - May 2008
LPL Financial January 2006 - September 2006
2005Sea World March 2005 - November 2005
Unitrin Direct 2001 - 2005
Enterprise Capital Management January 1997 - January 2001
Skills
Research, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Public Speaking, Leadership, Team Building, Analysis, Forecasting, Operations Management, Workshop Facilitation, Finance, Business Strategy, Call Center, Bloomberg, Access, Supervisory Skills, Training, Data Analysis, Program Management, Business Analysis, Management, Strategic Planning, Budgets, Change Management, Call Centers, Process Improvement
Education
Spelman College 1994 — 1998
BA
Old Dominion University
Josh Mulder's Ameriprise Financial Experience December 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2002 - Present
Education
Oklahoma City University 1996 — 1998
Masters, Business Administration
University of Michigan 1991 — 1995
BSE, Electrical Engineering
Ameriprise Financial December 2002 - Present
Education
Oklahoma City University 1996 — 1998
Masters, Business Administration
University of Michigan 1991 — 1995
BSE, Electrical Engineering
Patty Cox Patty Cox's Ameriprise Financial Experience September 2001 - December 2003
Job Government Contracting Advisor at University of Montana
Industry Management Consulting
Experience
University of Montana August 2014 - Present
Montana Community Development Corporation August 2013 - July 2014
Montana Community Development Corp January 2012 - July 2013
Montana Community Development Corporation May 2007 - January 2012
Ameriprise Financial September 2001 - December 2003
RealNetworks June 1996 - September 1999
Graham & Dunn June 1980 - June 1996
Skills
Public Speaking, Fundraising, Nonprofits, Event Planning, Non-profits, Volunteer Management, Small Business, Management, Grant Writing, Social Media, Editing, Leadership Development, Community Outreach, Team Building
Education
Pima Community College 1977 — 1980
University of Montana August 2014 - Present
Montana Community Development Corporation August 2013 - July 2014
Montana Community Development Corp January 2012 - July 2013
Montana Community Development Corporation May 2007 - January 2012
Ameriprise Financial September 2001 - December 2003
RealNetworks June 1996 - September 1999
Graham & Dunn June 1980 - June 1996
Skills
Public Speaking, Fundraising, Nonprofits, Event Planning, Non-profits, Volunteer Management, Small Business, Management, Grant Writing, Social Media, Editing, Leadership Development, Community Outreach, Team Building
Education
Pima Community College 1977 — 1980
Holly Crawford's Ameriprise Financial Experience April 2005 - June 2007
Job Talent Acquisition Recruiter Financial Services Advisory at Ernst & Young
Industry Human Resources
Experience
EY March 2014 - Present
Pactera US June 2012 - February 2014
Bank of America January 2008 - June 2012
Wachovia August 2007 - January 2008
Ameriprise Financial April 2005 - June 2007
PBS&J Engineering/Consulting May 2002 - April 2005
Skills
Full-life Cycle..., Executive Search, Project Coordination, Building Relationships, Corporate Recruiting, Global Recruiting, Financial Recruiting, Team-oriented, Technical Recruiting, Community Outreach, Networking, Candidate Generation, Sourcing, Management, Interviews, CRM, Recruiting, Mergers & Acquisitions, Talent Acquisition, Management Consulting, Applicant Tracking..., Relationship Building, Consulting, Business Process, Leadership
Education
Radford University 1998 — 2002
B.S., Communication
EY March 2014 - Present
Pactera US June 2012 - February 2014
Bank of America January 2008 - June 2012
Wachovia August 2007 - January 2008
Ameriprise Financial April 2005 - June 2007
PBS&J Engineering/Consulting May 2002 - April 2005
Skills
Full-life Cycle..., Executive Search, Project Coordination, Building Relationships, Corporate Recruiting, Global Recruiting, Financial Recruiting, Team-oriented, Technical Recruiting, Community Outreach, Networking, Candidate Generation, Sourcing, Management, Interviews, CRM, Recruiting, Mergers & Acquisitions, Talent Acquisition, Management Consulting, Applicant Tracking..., Relationship Building, Consulting, Business Process, Leadership
Education
Radford University 1998 — 2002
B.S., Communication
Courtney Moore Reich Courtney Moore Reich's Ameriprise Financial Experience 2010 - Present
Job Senior Manager, Annuity Marketing Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Ameripirse 2008 - 2010
Ameriprise 2007 - 2008
Ameriprise Financial 2006 - 2007
SIRVA Relocation 2004 - 2006
The Voinovich Center August 2003 - April 2004
Smith Barney May 1999 - January 2003
Skills
Financial Analysis
Education
Ohio University 2003 — 2004
MBA, Finance
Ohio University 1999 — 2003
BA, Finance, Managment, International Business, Prelaw
Hawken School 1995 — 1999
The Andrews School 1993 — 1995
Ameriprise Financial 2010 - Present
Ameripirse 2008 - 2010
Ameriprise 2007 - 2008
Ameriprise Financial 2006 - 2007
SIRVA Relocation 2004 - 2006
The Voinovich Center August 2003 - April 2004
Smith Barney May 1999 - January 2003
Skills
Financial Analysis
Education
Ohio University 2003 — 2004
MBA, Finance
Ohio University 1999 — 2003
BA, Finance, Managment, International Business, Prelaw
Hawken School 1995 — 1999
The Andrews School 1993 — 1995
Peter Gazelka's Ameriprise Financial Experience 2007 - 2007
Job Associate Finance Director Healthcare Economics at OptumHealth
Industry Health, Wellness and Fitness
Experience
OptumHealth March 2012 - Present
AGS Consulting August 2009 - April 2012
C.H. Robinson Worldwide, Inc. 2006 - July 2010
Timber Creek April 1999 - July 2010
Timber Creek Consulting Group 1999 - 2010
GE Fleet Services April 1999 - July 2007
Ameriprise Financial 2007 - 2007
President Homes 2006 - 2006
Sentinel Group 1999 - 2000
Metamor Information Technology Services March 1996 - December 1998
Skills
Business Process, Business Intelligence, Cross-functional Team..., Integration, Access, Accounting, Business Analysis, Balanced Scorecard, Six Sigma, Program Management, Management, Project Management, Analysis, Finance, SDLC, Process Improvement, Data Mining, Business Process..., SQL, PMP, Data Analysis, Dashboard, Requirements Gathering, Project Portfolio..., MS Project
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Management Information Systems (MIS)
Oral Roberts University 1985 — 1988
BS, Accounting
University of Minnesota
OptumHealth March 2012 - Present
AGS Consulting August 2009 - April 2012
C.H. Robinson Worldwide, Inc. 2006 - July 2010
Timber Creek April 1999 - July 2010
Timber Creek Consulting Group 1999 - 2010
GE Fleet Services April 1999 - July 2007
Ameriprise Financial 2007 - 2007
President Homes 2006 - 2006
Sentinel Group 1999 - 2000
Metamor Information Technology Services March 1996 - December 1998
Skills
Business Process, Business Intelligence, Cross-functional Team..., Integration, Access, Accounting, Business Analysis, Balanced Scorecard, Six Sigma, Program Management, Management, Project Management, Analysis, Finance, SDLC, Process Improvement, Data Mining, Business Process..., SQL, PMP, Data Analysis, Dashboard, Requirements Gathering, Project Portfolio..., MS Project
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Management Information Systems (MIS)
Oral Roberts University 1985 — 1988
BS, Accounting
University of Minnesota
Steven Rabbe, PMP's Ameriprise Financial Experience January 2001 - March 2006
Job Senior Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
Ciber, Inc January 2011 - Present
PM Lessons Learned March 2009 - Present
American Red Cross November 2009 - July 2010
PMI-NJ Chapter December 2008 - December 2009
Campbell Soup Company June 2007 - August 2007
Educational Testing Service (ETS) June 2006 - April 2007
Ameriprise Financial January 2001 - March 2006
Ameriprise Financial May 1999 - December 2000
Express Scripts, Inc. 1994 - 1999
Hospital Health Plan Management September 1992 - November 1994
Education
Purdue University
Bachelor of Science
Villanova University
Ciber, Inc January 2011 - Present
PM Lessons Learned March 2009 - Present
American Red Cross November 2009 - July 2010
PMI-NJ Chapter December 2008 - December 2009
Campbell Soup Company June 2007 - August 2007
Educational Testing Service (ETS) June 2006 - April 2007
Ameriprise Financial January 2001 - March 2006
Ameriprise Financial May 1999 - December 2000
Express Scripts, Inc. 1994 - 1999
Hospital Health Plan Management September 1992 - November 1994
Education
Purdue University
Bachelor of Science
Villanova University
Sardar N.Khan's Ameriprise Financial Experience March 2005 - July 2005
Job Senior Manager (SAP) at Sogeti
Industry Information Technology and Services
Experience
Sogeti June 2015 - Present
eFat Technologies February 2010 - Present
3M October 2014 - May 2015
MTS Systems Corporation (eFat Technologies) May 2013 - September 2014
Wells Fargo Home Mortgage November 2008 - May 2013
Wells Fargo - RCIS February 2008 - November 2009
Wells Fargo - RCIS February 2008 - November 2009
Wells Fargo Insurance November 2007 - February 2008
GMAC RFC 2003 - 2007
Ameriprise Financial March 2005 - July 2005
Skills
Quality Center, Test Planning, QTP, SDLC, User Acceptance Testing, Software Quality..., Test Automation, Test Management, Agile Methodologies, Testing, Test Cases, Waterfall, Quality Assurance, Software Documentation, Requirements Analysis, VBScript, Business Process, Regression Testing, SQL, System Testing, Integration, Manual Testing, .NET, Defect Tracking, Data Migration, HP QTP, HP Quality Center
Education
SAP Tech 2011 — 2011
SAP FICO, CRM, SD & MM
Osmania University 1989 — 1991
Sogeti June 2015 - Present
eFat Technologies February 2010 - Present
3M October 2014 - May 2015
MTS Systems Corporation (eFat Technologies) May 2013 - September 2014
Wells Fargo Home Mortgage November 2008 - May 2013
Wells Fargo - RCIS February 2008 - November 2009
Wells Fargo - RCIS February 2008 - November 2009
Wells Fargo Insurance November 2007 - February 2008
GMAC RFC 2003 - 2007
Ameriprise Financial March 2005 - July 2005
Skills
Quality Center, Test Planning, QTP, SDLC, User Acceptance Testing, Software Quality..., Test Automation, Test Management, Agile Methodologies, Testing, Test Cases, Waterfall, Quality Assurance, Software Documentation, Requirements Analysis, VBScript, Business Process, Regression Testing, SQL, System Testing, Integration, Manual Testing, .NET, Defect Tracking, Data Migration, HP QTP, HP Quality Center
Education
SAP Tech 2011 — 2011
SAP FICO, CRM, SD & MM
Osmania University 1989 — 1991
Eric Momcilovich's Ameriprise Financial Experience 2006 - 2007
Job ETF Investment Specialist at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2014 - Present
Deutsche Bank January 2013 - March 2014
DWS Investments September 2007 - December 2012
Ameriprise Financial 2006 - 2007
Skills
Series 7, Series 63, Wealth Management, Asset Management, Finance, Mutual Funds, Alternative Investments, ETFs, Series 6, Investments, Investment Advisory, Asset Allocation, Fixed Income, Investment Strategies, Portfolio Management, Equities
Education
Purdue University 2001 — 2005
Financial Counseling and Planning, Financial Planning and Services
Deutsche Bank March 2014 - Present
Deutsche Bank January 2013 - March 2014
DWS Investments September 2007 - December 2012
Ameriprise Financial 2006 - 2007
Skills
Series 7, Series 63, Wealth Management, Asset Management, Finance, Mutual Funds, Alternative Investments, ETFs, Series 6, Investments, Investment Advisory, Asset Allocation, Fixed Income, Investment Strategies, Portfolio Management, Equities
Education
Purdue University 2001 — 2005
Financial Counseling and Planning, Financial Planning and Services
Rohi Batra, CFP®, MBA's Ameriprise Financial Experience December 2007 - March 2009
Job Senior Wealth Advisor at CliftonLarsonAllen Wealth Advsiors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors October 2009 - August 2015
Ameriprise Financial December 2007 - March 2009
Mercer Advisors May 2000 - April 2007
Wescott Financial Advisory Group, LLC May 1996 - May 2000
Skills
Strategic Financial..., Investments, Finance
Education
Villanova University 1995 — 1999
MBA, Masters in Business Administration
Penn State University 1989 — 1993
CliftonLarsonAllen Wealth Advisors October 2009 - August 2015
Ameriprise Financial December 2007 - March 2009
Mercer Advisors May 2000 - April 2007
Wescott Financial Advisory Group, LLC May 1996 - May 2000
Skills
Strategic Financial..., Investments, Finance
Education
Villanova University 1995 — 1999
MBA, Masters in Business Administration
Penn State University 1989 — 1993
Allen Richwine's Ameriprise Financial Experience January 1998 - June 2007
Job Experienced Project Manager
Industry Financial Services
Experience
Columbia Threadneedle Investments, US (Ameriprise) March 2015 - May 2015
River Towers Condominium Association November 2013 - June 2014
Brandow Design April 2013 - June 2014
Ameriprise Financial Services, Inc. September 2012 - March 2013
Target November 2011 - February 2012
Wells Fargo Home Mortgage July 2011 - August 2011
Ameriprise Financial Services, Inc. July 2010 - June 2011
Harmon January 2008 - June 2008
Ameriprise Financial January 1998 - June 2007
Jennie-O Turkey Store September 2001 - November 2003
Skills
PMO, SharePoint, Visio, PMP, Project Management, Management, Program Management, Training, Access, Software Development, Analysis
Education
University of Missouri-Columbia 1975 — 1979
MBA, Quantitative Methods (Operations Research)
Purdue University - Krannert School of Management 1971 — 1975
BS, General Management / Finance
Columbia Threadneedle Investments, US (Ameriprise) March 2015 - May 2015
River Towers Condominium Association November 2013 - June 2014
Brandow Design April 2013 - June 2014
Ameriprise Financial Services, Inc. September 2012 - March 2013
Target November 2011 - February 2012
Wells Fargo Home Mortgage July 2011 - August 2011
Ameriprise Financial Services, Inc. July 2010 - June 2011
Harmon January 2008 - June 2008
Ameriprise Financial January 1998 - June 2007
Jennie-O Turkey Store September 2001 - November 2003
Skills
PMO, SharePoint, Visio, PMP, Project Management, Management, Program Management, Training, Access, Software Development, Analysis
Education
University of Missouri-Columbia 1975 — 1979
MBA, Quantitative Methods (Operations Research)
Purdue University - Krannert School of Management 1971 — 1975
BS, General Management / Finance
Kevin Bressler, CFP®, MBA's Ameriprise Financial Experience July 1985 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1985 - Present
Education
Ohio University 1978 — 1982
BBA, Accounting
Ameriprise Financial July 1985 - Present
Education
Ohio University 1978 — 1982
BBA, Accounting
NEIL McCONNIE's Ameriprise Financial Experience 2007 - 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Kaplan University 2008 - Present
Ameriprise Financial 2007 - 2008
Trinidad Building & Loan Association November 2005 - May 2007
Skills
Adult Education, Curriculum Design, Training, Admissions, Coaching, Enrollment Management, Student Financial Aid, Customer Service, Staff Development, Time Management, Leadership, Public Speaking, Higher Education, Compliance, Strategic Financial..., Financial Analysis, Marketing, Investments, Recruiting, Retirement Planning, Data Analysis, Credit, Team Building, College Recruiting, Leadership Development, E-Learning, Research, Teaching, Microsoft Office, Organizational..., Student Affairs, Management, Relationship Management
Education
Penn State University 1983 — 1987
Kaplan University 2008 - Present
Ameriprise Financial 2007 - 2008
Trinidad Building & Loan Association November 2005 - May 2007
Skills
Adult Education, Curriculum Design, Training, Admissions, Coaching, Enrollment Management, Student Financial Aid, Customer Service, Staff Development, Time Management, Leadership, Public Speaking, Higher Education, Compliance, Strategic Financial..., Financial Analysis, Marketing, Investments, Recruiting, Retirement Planning, Data Analysis, Credit, Team Building, College Recruiting, Leadership Development, E-Learning, Research, Teaching, Microsoft Office, Organizational..., Student Affairs, Management, Relationship Management
Education
Penn State University 1983 — 1987
Dan Knowls's Ameriprise Financial Experience September 2001 - January 2004
Job AVP, Senior Recruiter Technology at PNC
Industry Financial Services
Experience
PNC October 2014 - Present
PNC Financial Services Group September 2009 - October 2014
National City Bank November 2006 - September 2009
National City Bank January 2004 - November 2006
Ameriprise Financial September 2001 - January 2004
Skills
Wealth Management, Investments, Asset Management, Financial Planning, Recruiting, Asset Managment, Banking, Credit, Financial Services, Training, Loans, Strategic Financial..., Commercial Banking, Talent Acquisition, Business Development, Retail Banking, Relationship Management, Risk Management, Sales, Finance, Portfolio Management, Credit Analysis, Mortgage Lending, Commercial Lending, Credit Risk
Education
Oklahoma State University 1994 — 1998
B.S., Business
PNC October 2014 - Present
PNC Financial Services Group September 2009 - October 2014
National City Bank November 2006 - September 2009
National City Bank January 2004 - November 2006
Ameriprise Financial September 2001 - January 2004
Skills
Wealth Management, Investments, Asset Management, Financial Planning, Recruiting, Asset Managment, Banking, Credit, Financial Services, Training, Loans, Strategic Financial..., Commercial Banking, Talent Acquisition, Business Development, Retail Banking, Relationship Management, Risk Management, Sales, Finance, Portfolio Management, Credit Analysis, Mortgage Lending, Commercial Lending, Credit Risk
Education
Oklahoma State University 1994 — 1998
B.S., Business
Kim Hutchison's Ameriprise Financial Experience 2006 - 2008
Job at Bank of America
Industry Banking
Experience
Bank of America May 2013 - Present
Bank of America January 2010 - May 2013
Bank of America 2008 - 2009
Ameriprise Financial 2006 - 2008
Girl Scouts - Circle T Council, Inc. 2000 - 2005
Skills
Process Improvement, Risk Management, Program Management, Strategic Planning, Strategy, Portfolio Management, Management, Leadership, Team Building, Data Analysis, Budgets, Leadership Development, Credit, Customer Service, Nonprofits, Analysis, Microsoft Office, Event Management, Event Planning
Education
Oklahoma State University 1992 — 1994
MS, Health, Physical Eduation and Leisure
Oklahoma State University 1985 — 1991
Recreation BS, Administration and Management MS
Bank of America May 2013 - Present
Bank of America January 2010 - May 2013
Bank of America 2008 - 2009
Ameriprise Financial 2006 - 2008
Girl Scouts - Circle T Council, Inc. 2000 - 2005
Skills
Process Improvement, Risk Management, Program Management, Strategic Planning, Strategy, Portfolio Management, Management, Leadership, Team Building, Data Analysis, Budgets, Leadership Development, Credit, Customer Service, Nonprofits, Analysis, Microsoft Office, Event Management, Event Planning
Education
Oklahoma State University 1992 — 1994
MS, Health, Physical Eduation and Leisure
Oklahoma State University 1985 — 1991
Recreation BS, Administration and Management MS
Rajasagar Panamgipalli's Ameriprise Financial Experience 2005 - 2008
Job Technical Architect
Industry Information Technology and Services
Experience
PNC Bank August 2008 - Present
Berkley Technology Services April 2008 - August 2008
Ameriprise Financial 2005 - 2008
Cognizant Technology Solutions 2005 - 2008
Oxygen Networks February 2002 - January 2005
Skills
Java Enterprise Edition, Java, EAI, Web Services, Websphere, WebSphere MQ, SOA, Enterprise Architecture, Application Architecture, SDLC, ETL, Agile Methodologies, Architecture, Solution Architecture, .NET, Weblogic, JMS, Tomcat, ESB, Requirements Gathering, Design Patterns, Architectures
Education
Osmania University 2002 — 2004
Masters, Information Systems
Osmania University 1999 — 2002
BCA, Computer Applications
Abhyudaya High School
Secondary School Certificate
PNC Bank August 2008 - Present
Berkley Technology Services April 2008 - August 2008
Ameriprise Financial 2005 - 2008
Cognizant Technology Solutions 2005 - 2008
Oxygen Networks February 2002 - January 2005
Skills
Java Enterprise Edition, Java, EAI, Web Services, Websphere, WebSphere MQ, SOA, Enterprise Architecture, Application Architecture, SDLC, ETL, Agile Methodologies, Architecture, Solution Architecture, .NET, Weblogic, JMS, Tomcat, ESB, Requirements Gathering, Design Patterns, Architectures
Education
Osmania University 2002 — 2004
Masters, Information Systems
Osmania University 1999 — 2002
BCA, Computer Applications
Abhyudaya High School
Secondary School Certificate
Sandra Cassidy's Ameriprise Financial Experience September 1997 - Present
Job Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Education
Quinnipiac University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Ameriprise Financial September 1997 - Present
Education
Quinnipiac University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Barbard DiBlasi's Ameriprise Financial Experience Print BuyerTarget Marketing Inc.1997 - 2007
Job Sr. Manager Marketing Ops at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial Print BuyerTarget Marketing Inc.1997 - 2007
Education
Pacific Lutheran University 1981 — 1985
Ameriprise Financial Print BuyerTarget Marketing Inc.1997 - 2007
Education
Pacific Lutheran University 1981 — 1985
Erik Hazelwood's Ameriprise Financial Experience October 2006 - February 2008
Job Special Education Teacher
Industry Education Management
Experience
Edelman Financial Services April 2008 - November 2009
Ameriprise Financial October 2006 - February 2008
Education
Purdue University 2001 — 2005
BS, Financial Planning and Counseling
Edelman Financial Services April 2008 - November 2009
Ameriprise Financial October 2006 - February 2008
Education
Purdue University 2001 — 2005
BS, Financial Planning and Counseling
Sky Rylant's Ameriprise Financial Experience January 2008 - September 2012
Job Independent Financial Advisor at Westside Investment Management, LLC
Industry Investment Management
Experience
Westside Investment Management, INC October 2012 - Present
Ameriprise Financial January 2008 - September 2012
Bancfirst March 2007 - January 2008
New York Life September 2004 - February 2007
Skills
Strategic Financial..., Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, 401k Rollovers, Wealth Management
Education
Oklahoma State University 1999 — 2004
BA, Political Science
Westside Investment Management, INC October 2012 - Present
Ameriprise Financial January 2008 - September 2012
Bancfirst March 2007 - January 2008
New York Life September 2004 - February 2007
Skills
Strategic Financial..., Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Investments, Securities, Investment Strategies, Portfolio Management, 401k Rollovers, Wealth Management
Education
Oklahoma State University 1999 — 2004
BA, Political Science
Clyde Bracey's Ameriprise Financial Experience March 2008 - August 2008
Job Suntrust Bank
Industry Financial Services
Experience
SunTrust 2014 - Present
SunTrust Bank September 2008 - May 2014
Ameriprise Financial March 2008 - August 2008
Circuit City May 2000 - March 2008
Skills
Finance, Investments, Customer Service, Management, Microsoft Office, Banking, Financial Services, Financial Analysis
Education
Tidewater Community College 1996 — 2001
Engineering
Old Dominion University 1998 — 2000
Business/Engineering
Chowan College 1994 — 1995
Engineering
SunTrust 2014 - Present
SunTrust Bank September 2008 - May 2014
Ameriprise Financial March 2008 - August 2008
Circuit City May 2000 - March 2008
Skills
Finance, Investments, Customer Service, Management, Microsoft Office, Banking, Financial Services, Financial Analysis
Education
Tidewater Community College 1996 — 2001
Engineering
Old Dominion University 1998 — 2000
Business/Engineering
Chowan College 1994 — 1995
Engineering
Jay Rutkiewicz's Ameriprise Financial Experience February 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial February 2006 - Present
Chauvin Paint & Wallpaper September 2001 - February 2008
JPR Painting & Floor Finishing 2000 - 2007
Education
Quinsigamond Community College 2001 — 2003
Associates, General Study
Ameriprise Financial February 2006 - Present
Chauvin Paint & Wallpaper September 2001 - February 2008
JPR Painting & Floor Finishing 2000 - 2007
Education
Quinsigamond Community College 2001 — 2003
Associates, General Study
Georgios Vetoulis's Ameriprise Financial Experience August 2002 - April 2010
Job Partner/Cofounder at Alvarium Capital LLC
Industry Financial Services
Experience
Newmerate LLC April 2014 - Present
Alvarium Capital LLC July 2010 - January 2013
Ameriprise Financial August 2002 - April 2010
Dynamic Ideas LLC February 2001 - August 2002
Skills
Portfolio Management, Equities, Hedge Funds, Investment Strategies, Trading, Equity Research, Portfolio Optimization, Asset Allocation, Investment Management, Bloomberg, Mutual Funds, Investments, Series 7, CPLEX, Deltix Quantoffice, Options, Alternative Investments, Asset Management
Education
Princeton University 1988 — 1994
Ph. D., Plasma Physics
Newmerate LLC April 2014 - Present
Alvarium Capital LLC July 2010 - January 2013
Ameriprise Financial August 2002 - April 2010
Dynamic Ideas LLC February 2001 - August 2002
Skills
Portfolio Management, Equities, Hedge Funds, Investment Strategies, Trading, Equity Research, Portfolio Optimization, Asset Allocation, Investment Management, Bloomberg, Mutual Funds, Investments, Series 7, CPLEX, Deltix Quantoffice, Options, Alternative Investments, Asset Management
Education
Princeton University 1988 — 1994
Ph. D., Plasma Physics
Amelia West's Ameriprise Financial Experience December 2004 - April 2010
Job Practice Manager at Thurston Springer Miller Herd Titak
Industry Financial Services
Experience
Thurston Springer Miller Herd Titak April 2010 - Present
Ameriprise Financial December 2004 - April 2010
Education
Purdue University 1997 — 2002
MS, Plant Science, Agricultural Economics
Thurston Springer Miller Herd Titak April 2010 - Present
Ameriprise Financial December 2004 - April 2010
Education
Purdue University 1997 — 2002
MS, Plant Science, Agricultural Economics
Bobby D. Schneider's Ameriprise Financial Experience 2001 - 2004
Job Founder & CEO at The Delta Group
Industry Financial Services
Experience
The Delta Group Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial 2001 - 2004
Ameriprise Financial Services, Inc. 2001 - 2004
American Express Financial Advisors 1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors) 1992 - 2004
Skills
Financial Advisory, Wealth Management, Retirement
Education
Cambridge University 1994 — 2004
PhD, Management
Our Lady of the Lake University 1980 — 1985
BA & MBA, Marketing/Management
The Delta Group Region Vice-PresidentAmeriprise2003 - 2004
Ameriprise Financial 2001 - 2004
Ameriprise Financial Services, Inc. 2001 - 2004
American Express Financial Advisors 1993 - 2004
Ameriprise Financial (Formerly American Express Financial Advisors) 1992 - 2004
Skills
Financial Advisory, Wealth Management, Retirement
Education
Cambridge University 1994 — 2004
PhD, Management
Our Lady of the Lake University 1980 — 1985
BA & MBA, Marketing/Management
Raja Tangirala's Ameriprise Financial Experience 2007 - 2008
Job Sr. IT Manager, North America Resource manager for WCM and Search parctices at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions May 2007 - Present
Franklin Templeton Investments December 2012 - June 2015
Ameriprise Financial 2007 - 2008
Wipro Technologies July 2002 - May 2007
DaimlerChrysler 2003 - 2007
Planetasia 2000 - 2002
Skills
Portals, Java Enterprise Edition, DB2, Websphere, Spring, Software Development, WebSphere Application..., Enterprise Content..., Integration, Unix, Struts, Vignette, MySQL, Application Architecture, Databases, Content Management, J2EE Application..., SDLC, SOA, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Analysis, Enterprise Software, Weblogic, Solution Architecture, Web Services, JSP, Tomcat, PL/SQL, Agile Project Management, XML, Hibernate, Oracle, Project Management, SQL, Architecture, Vendor Management, JavaScript, Microsoft SQL Server, Program Management
Education
Osmania University 1996 — 1999
Masters in Computer Application, Computer
Osmania University 1993 — 1996
Bachelor in Sicence, Electronics
Cognizant Technology Solutions May 2007 - Present
Franklin Templeton Investments December 2012 - June 2015
Ameriprise Financial 2007 - 2008
Wipro Technologies July 2002 - May 2007
DaimlerChrysler 2003 - 2007
Planetasia 2000 - 2002
Skills
Portals, Java Enterprise Edition, DB2, Websphere, Spring, Software Development, WebSphere Application..., Enterprise Content..., Integration, Unix, Struts, Vignette, MySQL, Application Architecture, Databases, Content Management, J2EE Application..., SDLC, SOA, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Analysis, Enterprise Software, Weblogic, Solution Architecture, Web Services, JSP, Tomcat, PL/SQL, Agile Project Management, XML, Hibernate, Oracle, Project Management, SQL, Architecture, Vendor Management, JavaScript, Microsoft SQL Server, Program Management
Education
Osmania University 1996 — 1999
Masters in Computer Application, Computer
Osmania University 1993 — 1996
Bachelor in Sicence, Electronics
John Miles's Ameriprise Financial Experience January 2007 - August 2008
Job Associate Attorney at Procopio, Cory, Hargreaves & Savitch LLP; Adjunct Professor at Point Loma Nazarene University
Industry Law Practice
Experience
Point Loma Nazarene University January 2015 - Present
Procopio, Cory, Hargreaves & Savitch LLP June 2012 - Present
Pilot Law Corp July 2011 - June 2012
Pilot Law Corp March 2009 - July 2011
Ameriprise Financial January 2007 - August 2008
Skills
Tax Law, Aviation Law, Civil Litigation, Tax Accounting, Beer, Wine and Spirits..., Corporate Finance, Corporate Law, Estate Planning, Securities, Strategic Financial..., Tax, Cross-border..., Trusts
Education
University of San Diego School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
University of San Diego School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Point Loma Nazarene University 2003 — 2007
BA, Business Administration, Finance & Entrepreneurship
Point Loma Nazarene University January 2015 - Present
Procopio, Cory, Hargreaves & Savitch LLP June 2012 - Present
Pilot Law Corp July 2011 - June 2012
Pilot Law Corp March 2009 - July 2011
Ameriprise Financial January 2007 - August 2008
Skills
Tax Law, Aviation Law, Civil Litigation, Tax Accounting, Beer, Wine and Spirits..., Corporate Finance, Corporate Law, Estate Planning, Securities, Strategic Financial..., Tax, Cross-border..., Trusts
Education
University of San Diego School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
University of San Diego School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Point Loma Nazarene University 2003 — 2007
BA, Business Administration, Finance & Entrepreneurship
Bradin Simms's Ameriprise Financial Experience January 2008 - January 2009
Job Youth Tennis Instructor at YMCA
Industry Financial Services
Experience
Nordstrom March 2010 - Present
YMCA June 2008 - Present
Ameriprise Financial January 2008 - January 2009
Ojai Valley Athletic Club June 2007 - August 2007
Ojai Valley Inn & Spa June 2006 - August 2007
Ranch House Restaurant July 2003 - August 2005
Education
Point Loma Nazarene University 2005 — 2009
Business Administration, Finance and Investments
Nordstrom March 2010 - Present
YMCA June 2008 - Present
Ameriprise Financial January 2008 - January 2009
Ojai Valley Athletic Club June 2007 - August 2007
Ojai Valley Inn & Spa June 2006 - August 2007
Ranch House Restaurant July 2003 - August 2005
Education
Point Loma Nazarene University 2005 — 2009
Business Administration, Finance and Investments
Dawn Marie Rem's Ameriprise Financial Experience 2007 - 2010
Job Director Practice Management at Key Management Group
Industry Financial Services
Experience
Key Management Group March 2007 - Present
Ameriprise Financial 2007 - 2010
Skills
Leadership Development, Practice Management, Process Improvement, Strategic Planning, Team Building
Education
Oakland University 2003 — 2008
Bachelor of Integrative Studies
Key Management Group March 2007 - Present
Ameriprise Financial 2007 - 2010
Skills
Leadership Development, Practice Management, Process Improvement, Strategic Planning, Team Building
Education
Oakland University 2003 — 2008
Bachelor of Integrative Studies
Christopher Soulios's Ameriprise Financial Experience January 2005 - Present
Job Certified Finanical Planner practitioner/Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2005 - Present
Education
Pepperdine University 1990 — 1994
St. Johns Prep
Ameriprise Financial January 2005 - Present
Education
Pepperdine University 1990 — 1994
St. Johns Prep
Diana Williams, MBA's Ameriprise Financial Experience September 2007 - Present
Job Client Services Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2007 - Present
BNY Mellon September 2006 - September 2007
Skills
Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Customer Service, Financial Services
Education
Capella University
Master of Business Administration (M.B.A.), Finance, General
Hickman Mills
Park University
BS, Management and Human Resources
Ameriprise Financial September 2007 - Present
BNY Mellon September 2006 - September 2007
Skills
Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Customer Service, Financial Services
Education
Capella University
Master of Business Administration (M.B.A.), Finance, General
Hickman Mills
Park University
BS, Management and Human Resources
Ryan Soderberg's Ameriprise Financial Experience May 2009 - December 2009
Job Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher November 2014 - Present
Rutberg & Company October 2013 - November 2014
CIT July 2011 - October 2013
Ameriprise Financial May 2009 - December 2009
Skills
Valuation, Financial Analysis, Finance, Portfolio Management, Credit Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Investments, Asset Management, Capital Markets, Private Equity, Credit, Due Diligence, Spanish, Mergers & Acquisitions, Strategic Financial..., Loans, Analysis, Financial Planning
Education
University of Southern California 2007 — 2011
B.S., Financial Analysis and Valuation, Spanish Language
Pontificia Universidad Católica de Chile 2010 — 2010
Economy & Translation
Edina High School 2004 — 2007
Highschool
Greene Holcomb Fisher November 2014 - Present
Rutberg & Company October 2013 - November 2014
CIT July 2011 - October 2013
Ameriprise Financial May 2009 - December 2009
Skills
Valuation, Financial Analysis, Finance, Portfolio Management, Credit Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Investments, Asset Management, Capital Markets, Private Equity, Credit, Due Diligence, Spanish, Mergers & Acquisitions, Strategic Financial..., Loans, Analysis, Financial Planning
Education
University of Southern California 2007 — 2011
B.S., Financial Analysis and Valuation, Spanish Language
Pontificia Universidad Católica de Chile 2010 — 2010
Economy & Translation
Edina High School 2004 — 2007
Highschool
Rebecca Ashburn's Ameriprise Financial Experience December 2007 - Present
Job Office Manager and Marketing Events Coordinator
Industry Financial Services
Experience
Ameriprise Financial December 2007 - Present
Hospice in the Pines February 2000 - March 2005
Dr. Alan Munoz and Dr. Bruce Fine October 1997 - February 2000
American Transitional Hospital July 1994 - October 1997
Skills
Medical Records, Informatics, Project Management, Business Analysis, Process Improvement, Program Management, Project Coordination, Visio, Analysis, Data Analysis, Project Planning, MS Project, PMO, Risk Management, Change Management, Coordinating Events, Event Planning, Marketing Event Planning
Education
Tarrant County College 1991 — 1993
A.S., Health Information Technology
Oklahoma State University 1978 — 1980
Bachelor, Home Economics Education
Pensacola Junior College 1976 — 1977
Home Economics Education
Ameriprise Financial December 2007 - Present
Hospice in the Pines February 2000 - March 2005
Dr. Alan Munoz and Dr. Bruce Fine October 1997 - February 2000
American Transitional Hospital July 1994 - October 1997
Skills
Medical Records, Informatics, Project Management, Business Analysis, Process Improvement, Program Management, Project Coordination, Visio, Analysis, Data Analysis, Project Planning, MS Project, PMO, Risk Management, Change Management, Coordinating Events, Event Planning, Marketing Event Planning
Education
Tarrant County College 1991 — 1993
A.S., Health Information Technology
Oklahoma State University 1978 — 1980
Bachelor, Home Economics Education
Pensacola Junior College 1976 — 1977
Home Economics Education
Austin Comando's Ameriprise Financial Experience June 2007 - September 2009
Job Associate Financial Advisor with the Practice of Rocco A. Carriero at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial June 2007 - September 2009
Ameriprise Financial 2007 - 2009
Joslin Diabetes Center 1999 - 2003
Education
University of Connecticut 2005 — 2007
BA, Economics, Finance
Pace University 2003 — 2006
economics
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial June 2007 - September 2009
Ameriprise Financial 2007 - 2009
Joslin Diabetes Center 1999 - 2003
Education
University of Connecticut 2005 — 2007
BA, Economics, Finance
Pace University 2003 — 2006
economics
Clara Chu's Ameriprise Financial Experience April 2007 - March 2009
Job Director of Franchise Implementation at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial April 2007 - March 2009
Ameriprise Financial Advisors April 2000 - March 2007
Education
Queens College 1967 — 1971
BA, Industrial Psychology
Ameriprise Financial April 2007 - March 2009
Ameriprise Financial Advisors April 2000 - March 2007
Education
Queens College 1967 — 1971
BA, Industrial Psychology
Naveena Sajja's Ameriprise Financial Experience 2006 - 2008
Job Developer at StoneRiver
Industry Computer Software
Experience
StoneRiver 2013 - Present
WellPoint 2011 - Present
Cognizant Technology Solutions 2005 - 2012
Northern Trust 2009 - 2010
ACI Worldwide 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Java Enterprise Edition, SQL, Spring, Requirements Analysis, SDLC, Software Project..., Web Services, SOA, XML, Agile Methodologies
Education
Osmania University
Master of Computer Applications (MCA), Computer Science
StoneRiver 2013 - Present
WellPoint 2011 - Present
Cognizant Technology Solutions 2005 - 2012
Northern Trust 2009 - 2010
ACI Worldwide 2008 - 2009
Ameriprise Financial 2006 - 2008
Skills
Java Enterprise Edition, SQL, Spring, Requirements Analysis, SDLC, Software Project..., Web Services, SOA, XML, Agile Methodologies
Education
Osmania University
Master of Computer Applications (MCA), Computer Science
Loren Alcala's Ameriprise Financial Experience 2008 - Present
Job Vice President, Real Estate and Operations at Ameriprise Financial
Industry Real Estate
Experience
Ameriprise Financial 2008 - Present
Buca di Beppo 2005 - 2007
Target 2001 - 2005
Navy Exchange System Command 1996 - 2001
US Navy 1988 - 2000
Skills
Real Estate, Retail, Planning, Construction, Team Building, Corporate Real Estate
Education
Old Dominion University 1996 — 1997
MSEE, Electrical Enginnering
United States Naval Academy 1984 — 1988
BSSE, Systems Engineering
Ameriprise Financial 2008 - Present
Buca di Beppo 2005 - 2007
Target 2001 - 2005
Navy Exchange System Command 1996 - 2001
US Navy 1988 - 2000
Skills
Real Estate, Retail, Planning, Construction, Team Building, Corporate Real Estate
Education
Old Dominion University 1996 — 1997
MSEE, Electrical Enginnering
United States Naval Academy 1984 — 1988
BSSE, Systems Engineering
Angela Hank's Ameriprise Financial Experience April 2006 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. April 2000 - March 2006
Skills
Retirement Planning, Retirement, Estate Planning, Mutual Funds, Series 7, Risk Management, Leadership, Public Speaking, Financial Planning, Process Improvement
Education
Penn State University 1981 — 1985
BS, Accounting
Ameriprise Financial April 2006 - Present
Ameriprise Financial Services, Inc. April 2000 - March 2006
Skills
Retirement Planning, Retirement, Estate Planning, Mutual Funds, Series 7, Risk Management, Leadership, Public Speaking, Financial Planning, Process Improvement
Education
Penn State University 1981 — 1985
BS, Accounting
Timothy J. McGee CFP®, ChFC®, CLU®, CFS®'s Ameriprise Financial Experience 1988 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors June 1988 - Present
Ameriprise Financial 1988 - Present
Ameriprise Financial Services, Inc. 1988 - 2011
Education
Penn State University
BS, Finance
Ameriprise Financial Advisors June 1988 - Present
Ameriprise Financial 1988 - Present
Ameriprise Financial Services, Inc. 1988 - 2011
Education
Penn State University
BS, Finance
Govindraj Jeyaram's Ameriprise Financial Experience 2004 - 2006
Job Audio Systems Engineer at Texas Instruments
Industry Semiconductors
Experience
Texas Instruments August 2014 - Present
Texas Instruments February 2012 - Present
Texas Instruments, Inc January 2011 - February 2012
Texas Instruments October 2008 - December 2010
Texas Instruments May 2006 - September 2008
Ameriprise Financial 2004 - 2006
Skills
SoC, Consumer Electronics, Embedded Software, Embedded Systems, Signal Processing, C, ARM, Digital Signal..., Processors, Algorithms, Debugging, Ethernet AVB, Digital Audio, RTOS, Firmware, Device Drivers, Semiconductors
Education
PSG College of Technology 2000 — 2004
BE, Electronics & Communication
Texas Instruments August 2014 - Present
Texas Instruments February 2012 - Present
Texas Instruments, Inc January 2011 - February 2012
Texas Instruments October 2008 - December 2010
Texas Instruments May 2006 - September 2008
Ameriprise Financial 2004 - 2006
Skills
SoC, Consumer Electronics, Embedded Software, Embedded Systems, Signal Processing, C, ARM, Digital Signal..., Processors, Algorithms, Debugging, Ethernet AVB, Digital Audio, RTOS, Firmware, Device Drivers, Semiconductors
Education
PSG College of Technology 2000 — 2004
BE, Electronics & Communication
Darrell Smith, CFP(R)'s Ameriprise Financial Experience 2002 - 2007
Job Financial Consultant at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services May 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Ameriprise Financial 2002 - 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities, Estate Planning, Securities, Financial Advisory, Investment Strategies
Education
Providence College 1999 — 2002
BA, Philosophy, Art History, Music
Episcopal 1996 — 1998
Citizens Investment Services May 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Ameriprise Financial 2002 - 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Series 63, Asset Allocation, Retirement, Investment Advisory, Fixed Annuities, Estate Planning, Securities, Financial Advisory, Investment Strategies
Education
Providence College 1999 — 2002
BA, Philosophy, Art History, Music
Episcopal 1996 — 1998
Christopher Win's Ameriprise Financial Experience September 2006 - December 2006
Job Senior Financial Analyst at Fox Broadcasting Company
Industry Entertainment
Experience
Fox Broadcasting Company August 2013 - Present
Sony Pictures Entertainment August 2010 - August 2013
Continental Assets Management June 2010 - July 2010
University of California January 2010 - April 2010
Heateflex January 2010 - February 2010
Golden Triangle Restaurant February 2007 - August 2009
Ameriprise Financial September 2006 - December 2006
Baiyoke Hotel Group September 2005 - November 2005
Skills
Financial Modeling, Forecasting, Accounting, Corporate Finance, SAP, Financial Analysis, Valuation, Excel, PowerPoint, Financial Reporting, Word, Microsoft Office, Business Valuation, Due Diligence, Portfolio Management, Business Strategy, Mergers & Acquisitions, Variance Analysis, Data Analysis, SOX Compliancy, Account Reconciliation, Cash Flow, Employee Training, Budgets, Competitive Analysis, Management, Microsoft Excel, Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Masters of Business Administration, Finance
University of California, Riverside 2001 — 2005
Bachelor of Science, Business Administration; MIS Concentration
Fox Broadcasting Company August 2013 - Present
Sony Pictures Entertainment August 2010 - August 2013
Continental Assets Management June 2010 - July 2010
University of California January 2010 - April 2010
Heateflex January 2010 - February 2010
Golden Triangle Restaurant February 2007 - August 2009
Ameriprise Financial September 2006 - December 2006
Baiyoke Hotel Group September 2005 - November 2005
Skills
Financial Modeling, Forecasting, Accounting, Corporate Finance, SAP, Financial Analysis, Valuation, Excel, PowerPoint, Financial Reporting, Word, Microsoft Office, Business Valuation, Due Diligence, Portfolio Management, Business Strategy, Mergers & Acquisitions, Variance Analysis, Data Analysis, SOX Compliancy, Account Reconciliation, Cash Flow, Employee Training, Budgets, Competitive Analysis, Management, Microsoft Excel, Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Masters of Business Administration, Finance
University of California, Riverside 2001 — 2005
Bachelor of Science, Business Administration; MIS Concentration
Fred Rosenfeld's Ameriprise Financial Experience 1996 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial 1996 - Present
Skills
Retirement, Wealth Accumulation, Financial Planners, Risk Management, Financial Advisory, CLU, Individual Life, Certified Financial..., Finance, Insurance
Education
Temple University 1972 — 1975
MBA
Penn State University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), aerospace engineering
Northeast High School 1963 — 1966
Ameriprise Financial 1996 - Present
Skills
Retirement, Wealth Accumulation, Financial Planners, Risk Management, Financial Advisory, CLU, Individual Life, Certified Financial..., Finance, Insurance
Education
Temple University 1972 — 1975
MBA
Penn State University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), aerospace engineering
Northeast High School 1963 — 1966
Louise Piazza's Ameriprise Financial Experience October 2002 - June 2008
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Bump & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. July 2008 - Present
Ameriprise Financial October 2002 - June 2008
AARP April 1991 - November 2001
Skills
Long Term Care Counselor, CRPC
Education
University of Maryland College Park 1970 — 1972
Bachelor of Arts, English Literature
Penn State University 1964 — 1968
BA, English, Education
Bump & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. July 2008 - Present
Ameriprise Financial October 2002 - June 2008
AARP April 1991 - November 2001
Skills
Long Term Care Counselor, CRPC
Education
University of Maryland College Park 1970 — 1972
Bachelor of Arts, English Literature
Penn State University 1964 — 1968
BA, English, Education
Kimberly Coryell's Ameriprise Financial Experience November 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2012 - Present
Edward Jones Investments December 2009 - November 2012
State Farm Insurance March 2007 - December 2009
Skills
Insurance, Retirement, Customer Service, Finance, Retirement Planning, Leadership, Strategic Planning, Investments, Financial Planning, Life Insurance
Education
Oregon State University
Bachelor of Science Degree
Ameriprise Financial November 2012 - Present
Edward Jones Investments December 2009 - November 2012
State Farm Insurance March 2007 - December 2009
Skills
Insurance, Retirement, Customer Service, Finance, Retirement Planning, Leadership, Strategic Planning, Investments, Financial Planning, Life Insurance
Education
Oregon State University
Bachelor of Science Degree
Kalyankumar Lakshmanadass's Ameriprise Financial Experience 2007 - 2008
Job Onsite Manager at Cognizant
Industry Information Technology and Services
Experience
Cognizant Technology Solutions 2009 - Present
Aetna 2008 - 2009
Ameriprise Financial 2007 - 2008
IMS Health 2003 - 2007
Education
PSG College of Technology 1995 — 2000
BE EEE (SW)
Cognizant Technology Solutions 2009 - Present
Aetna 2008 - 2009
Ameriprise Financial 2007 - 2008
IMS Health 2003 - 2007
Education
PSG College of Technology 1995 — 2000
BE EEE (SW)
Jeremy Metheny's Ameriprise Financial Experience December 2010 - January 2011
Job Sr. Clinical Report Analyst at Optima Health
Industry Financial Services
Experience
Optima Health November 2014 - Present
Amerigroup September 2013 - Present
USI Insurance Services September 2012 - September 2013
USI Insurance Services September 2011 - September 2012
Ameriprise Financial December 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Time Management, Microsoft Word, PowerPoint
Education
Old Dominion University 2011 — 2014
M.B.A.
Radford University 2007 — 2011
Bachelor, Business Administration; Finance
Optima Health November 2014 - Present
Amerigroup September 2013 - Present
USI Insurance Services September 2012 - September 2013
USI Insurance Services September 2011 - September 2012
Ameriprise Financial December 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Time Management, Microsoft Word, PowerPoint
Education
Old Dominion University 2011 — 2014
M.B.A.
Radford University 2007 — 2011
Bachelor, Business Administration; Finance
Kit Carson's Ameriprise Financial Experience 1995 - 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1995 - 2012
IBM 1965 - 1988
Skills
Series 7, Wealth Management, Risk Management, Retirement Planning, Saving for Education
Education
Penn State University 1959 — 1963
Ameriprise Financial 1995 - 2012
IBM 1965 - 1988
Skills
Series 7, Wealth Management, Risk Management, Retirement Planning, Saving for Education
Education
Penn State University 1959 — 1963
Mark Philibosian, CFA's Ameriprise Financial Experience May 2008 - July 2010
Job Consultant at EY
Industry Management Consulting
Experience
EY September 2015 - Present
BlackRock February 2012 - August 2013
UCLA Anderson School of Management 2013 - 2013
BlackRock October 2010 - April 2012
Ameriprise Financial May 2008 - July 2010
Morgan Stanley August 2007 - November 2007
Northwestern Mutual Financial Network June 2007 - August 2007
Superior Racket Stringing May 1999 - June 2006
Skills
Valuation, Asset Management, Portfolio Management, Investment Strategies, Finance, Management, Series 7, Equities, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Fixed Income, Investments
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Strategy
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration
University of Otago 2006 — 2006
UCLA Anderson School of Management
EY September 2015 - Present
BlackRock February 2012 - August 2013
UCLA Anderson School of Management 2013 - 2013
BlackRock October 2010 - April 2012
Ameriprise Financial May 2008 - July 2010
Morgan Stanley August 2007 - November 2007
Northwestern Mutual Financial Network June 2007 - August 2007
Superior Racket Stringing May 1999 - June 2006
Skills
Valuation, Asset Management, Portfolio Management, Investment Strategies, Finance, Management, Series 7, Equities, Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Fixed Income, Investments
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Strategy
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Business Administration
University of Otago 2006 — 2006
UCLA Anderson School of Management
Taylor K. Mathes's Ameriprise Financial Experience September 2005 - Present
Job Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2005 - Present
Education
Palomar College 2005 — 2009
AA, General Studies with an Emphasis in Social and Behavioral Sciences
Ameriprise Financial September 2005 - Present
Education
Palomar College 2005 — 2009
AA, General Studies with an Emphasis in Social and Behavioral Sciences
John M Cox, CEP's Ameriprise Financial Experience November 2008 - December 2012
Job Registered Representative Parkland Securities Company, LLC
Industry Financial Services
Experience
Parkland Securities Company December 2012 - Present
Ameriprise Financial November 2008 - December 2012
Walnut Street Securities March 2000 - November 2009
Education
Oklahoma State University
Parkland Securities Company December 2012 - Present
Ameriprise Financial November 2008 - December 2012
Walnut Street Securities March 2000 - November 2009
Education
Oklahoma State University
Maria (Burrell) Hudock's Ameriprise Financial Experience January 2011 - July 2013
Job Marketing Manager at Clear Thoughts Foundation
Industry Nonprofit Organization Management
Experience
Clear Thoughts Foundation September 2014 - Present
Heeter August 2013 - September 2014
Ameriprise Financial January 2011 - July 2013
HDJ Associates, INC August 2010 - January 2011
National Pancreas Association 2007 - 2010
Capitol Bancorp May 2008 - April 2009
Harland Clarke July 1988 - December 1999
Skills
Financial Sales and..., Account Management, New Business Development, Sales, Marketing, Sales Operations, Recruiting, Direct Marketing, Banking, Salesforce.com, Business Development, Strategic Planning, Marketing Strategy, Executive Search, Sales Management, CRM, Management
Education
Penn State University 1984 — 1988
BS, Marketing
Clear Thoughts Foundation September 2014 - Present
Heeter August 2013 - September 2014
Ameriprise Financial January 2011 - July 2013
HDJ Associates, INC August 2010 - January 2011
National Pancreas Association 2007 - 2010
Capitol Bancorp May 2008 - April 2009
Harland Clarke July 1988 - December 1999
Skills
Financial Sales and..., Account Management, New Business Development, Sales, Marketing, Sales Operations, Recruiting, Direct Marketing, Banking, Salesforce.com, Business Development, Strategic Planning, Marketing Strategy, Executive Search, Sales Management, CRM, Management
Education
Penn State University 1984 — 1988
BS, Marketing
Grant Metts's Ameriprise Financial Experience
Job CRPC®,Associate Financial Advisor with the practice of Daniel Angelone
Industry Financial Services
Experience
Ameriprise Financial
Skills
Protection..., Saving for Education, Retirement Income..., Retirement Plan..., Wealth Preservation...
Education
Oregon State University
Bachelor of Science (BS), Economics
Ameriprise Financial
Skills
Protection..., Saving for Education, Retirement Income..., Retirement Plan..., Wealth Preservation...
Education
Oregon State University
Bachelor of Science (BS), Economics
Keisha Shaw's Ameriprise Financial Experience January 2011 - January 2012
Job Licensing and Field Compensation Coach at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial January 2011 - January 2012
Ameriprise Financial July 2003 - January 2011
Univita Health (Long Term Care Group) 2003 - 2006
Skills
Investments, Portfolio Management, CRM, Management, Finance, Mutual Funds, Process Improvement, Customer Service, Insurance, Public Speaking, Strategic Planning
Education
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership and Supervision
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership, and Supervision
Calumet High School 1991 — 1995
High school
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial January 2011 - January 2012
Ameriprise Financial July 2003 - January 2011
Univita Health (Long Term Care Group) 2003 - 2006
Skills
Investments, Portfolio Management, CRM, Management, Finance, Mutual Funds, Process Improvement, Customer Service, Insurance, Public Speaking, Strategic Planning
Education
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership and Supervision
Purdue University 1995 — 1999
Bachelor of Science, Organizational, Leadership, and Supervision
Calumet High School 1991 — 1995
High school
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.