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
Johnny Ng CFP® CRPC®, Senior Partner at NYLife Johnny Ng CFP® CRPC®, Senior Partner at NYLife's Ameriprise Financial Experience September 1999 - December 2009
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2009 - March 2015
Ameriprise Financial September 1999 - December 2009
Bank of America April 1998 - December 1999
Wells Fargo November 1990 - April 1998
Skills
Leadership, Retirement Planning, Strategy, Business Development, Recruiting, Mutual Funds, Insurance
Education
College for Financial Planning 2009 — 2009
CRPC, Finance
The American College 2001 — 2005
CFP, Finance
San Francisco State University 1995 — 1997
Bachelors, Business Admin: Concentration in International Business
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2009 - March 2015
Ameriprise Financial September 1999 - December 2009
Bank of America April 1998 - December 1999
Wells Fargo November 1990 - April 1998
Skills
Leadership, Retirement Planning, Strategy, Business Development, Recruiting, Mutual Funds, Insurance
Education
College for Financial Planning 2009 — 2009
CRPC, Finance
The American College 2001 — 2005
CFP, Finance
San Francisco State University 1995 — 1997
Bachelors, Business Admin: Concentration in International Business
Paul Peichel Paul Peichel's Ameriprise Financial Experience 2002 - April 2007
Job Participant Experience Consultant, Assistant Vice President Wells Fargo (formerly Wachovia)
Industry Financial Services
Experience
Wells Fargo October 2007 - Present
Wachovia April 2007 - October 2007
Ameriprise Financial 2002 - April 2007
American Express 2000 - 2002
APW 1993 - 2000
Skills
Retirement Planning, Pensions, Human Resources, Leadership, Defined Contribution, Program Management, Finance, Financial Services, Mutual Funds, Series 63, Strategic Communications, Investments, Relationship Management, Employee Benefits, Fundraising, Asset Management, Insurance, Strategic Planning, Risk Management, Financial Analysis, Personal Finance, Coaching
Education
Saint Mary's University of Minnesota 1987 — 2001
BA, Major: Political Science; Minor: Psychology, LaSallian (Honors) Institute
Wells Fargo October 2007 - Present
Wachovia April 2007 - October 2007
Ameriprise Financial 2002 - April 2007
American Express 2000 - 2002
APW 1993 - 2000
Skills
Retirement Planning, Pensions, Human Resources, Leadership, Defined Contribution, Program Management, Finance, Financial Services, Mutual Funds, Series 63, Strategic Communications, Investments, Relationship Management, Employee Benefits, Fundraising, Asset Management, Insurance, Strategic Planning, Risk Management, Financial Analysis, Personal Finance, Coaching
Education
Saint Mary's University of Minnesota 1987 — 2001
BA, Major: Political Science; Minor: Psychology, LaSallian (Honors) Institute
Jane MacKenzie, CPT Jane MacKenzie, CPT's Ameriprise Financial Experience August 2004 - January 2011
Job Instructor at University of WisconsinStout
Industry Professional Training & Coaching
Experience
University of Wisconsin-Stout January 2012 - Present
Sedona Swim School February 2011 - Present
Training Consultants of Sedona January 1998 - Present
Ameriprise Financial August 2004 - January 2011
Society for Technical Communication January 2004 - July 2007
GMarie Group August 2005 - March 2006
Clark Training and Consulting January 2000 - April 2003
Telecommunications Research Associates January 2001 - February 2002
Alliant Food Service November 1997 - May 1999
Michaels and Associates August 1998 - February 1999
Skills
Instructional Design, E-Learning, Instructor-led Training, Blended Learning, Learning Management..., Staff Development, ADDIE, Needs Analysis, Adult Education, Distance Learning, Employee Training, Coaching, Courses, Instructional Technology, Training Delivery, Curriculum Design, Teaching, Public Speaking, Classroom, Performance Consulting, Educational Technology, Learning Management, Curriculum Development, Technical Writing, Social Learning, Editing, Interaction Design, Human Performance, User-centered Design, Software Documentation, Program Management, ILT, Teacher Training, Workshop Facilitation, Mentoring, Online Training, Career Development, Performance Improvement, Blended Learning..., Course Development, MS Office, Strategic Planning, Training, Project Management, Leadership, Technical Training, Multimedia
Education
University of Illinois at Urbana-Champaign 1967 — 1968
MA
Scripps College 1962 — 1966
BA
University of Wisconsin-Stout January 2012 - Present
Sedona Swim School February 2011 - Present
Training Consultants of Sedona January 1998 - Present
Ameriprise Financial August 2004 - January 2011
Society for Technical Communication January 2004 - July 2007
GMarie Group August 2005 - March 2006
Clark Training and Consulting January 2000 - April 2003
Telecommunications Research Associates January 2001 - February 2002
Alliant Food Service November 1997 - May 1999
Michaels and Associates August 1998 - February 1999
Skills
Instructional Design, E-Learning, Instructor-led Training, Blended Learning, Learning Management..., Staff Development, ADDIE, Needs Analysis, Adult Education, Distance Learning, Employee Training, Coaching, Courses, Instructional Technology, Training Delivery, Curriculum Design, Teaching, Public Speaking, Classroom, Performance Consulting, Educational Technology, Learning Management, Curriculum Development, Technical Writing, Social Learning, Editing, Interaction Design, Human Performance, User-centered Design, Software Documentation, Program Management, ILT, Teacher Training, Workshop Facilitation, Mentoring, Online Training, Career Development, Performance Improvement, Blended Learning..., Course Development, MS Office, Strategic Planning, Training, Project Management, Leadership, Technical Training, Multimedia
Education
University of Illinois at Urbana-Champaign 1967 — 1968
MA
Scripps College 1962 — 1966
BA
Joey Jensen Joey Jensen's Ameriprise Financial Experience June 2005 - August 2007
Job at Mars Petcare
Industry Consumer Goods
Experience
Mars Petcare May 2013 - Present
Mars Petcare July 2011 - Present
Mars April 2010 - July 2011
Mars Petcare April 2009 - April 2010
Dell February 2009 - March 2009
Dell May 2008 - August 2008
Ameriprise Financial June 2005 - August 2007
Skills
Process Improvement, Management, Data Analysis, Start-ups, Manufacturing, Kaizen, Investments, Forecasting, Microsoft Excel, Cross-functional Team..., Supply Chain, Consumer Products, Training, Financial Analysis
Education
University of Tennessee-Knoxville 2007 — 2008
MBA, Finance
Samford University 2001 — 2005
Bachelors in Business Administration, Management
Mars Petcare May 2013 - Present
Mars Petcare July 2011 - Present
Mars April 2010 - July 2011
Mars Petcare April 2009 - April 2010
Dell February 2009 - March 2009
Dell May 2008 - August 2008
Ameriprise Financial June 2005 - August 2007
Skills
Process Improvement, Management, Data Analysis, Start-ups, Manufacturing, Kaizen, Investments, Forecasting, Microsoft Excel, Cross-functional Team..., Supply Chain, Consumer Products, Training, Financial Analysis
Education
University of Tennessee-Knoxville 2007 — 2008
MBA, Finance
Samford University 2001 — 2005
Bachelors in Business Administration, Management
Hannah Quinton's Ameriprise Financial Experience July 2006 - March 2009
Job Investor Center Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2010 - Present
American Century Investments March 2009 - February 2010
Ameriprise Financial July 2006 - March 2009
Skills
Mutual Funds, Wealth Accumulation, Asset Allocation, Investments, Series 7, Series 24, Series 66, Retirement Planning, Financial Services, Event Planning, Equities, FINRA, Fixed Income, Investment Management, Retirement, Securities, Series 6, Series 65, Strategic Financial..., Wealth Management, Investment Strategies, Uniform Combined State..., Financial Planning
Education
San Francisco State University, College of Business
BS, Corporate Finance, Financial Services
American Century Investments February 2010 - Present
American Century Investments March 2009 - February 2010
Ameriprise Financial July 2006 - March 2009
Skills
Mutual Funds, Wealth Accumulation, Asset Allocation, Investments, Series 7, Series 24, Series 66, Retirement Planning, Financial Services, Event Planning, Equities, FINRA, Fixed Income, Investment Management, Retirement, Securities, Series 6, Series 65, Strategic Financial..., Wealth Management, Investment Strategies, Uniform Combined State..., Financial Planning
Education
San Francisco State University, College of Business
BS, Corporate Finance, Financial Services
Deepika Manglani's Ameriprise Financial Experience January 2011 - January 2012
Job Product Manager at Tribune Publishing
Industry Computer Software
Experience
Tribune Company August 2014 - Present
Tribune Company January 2012 - July 2014
Ameriprise Financial January 2011 - January 2012
Argusoft India Ltd. January 2007 - October 2009
Skills
Oracle, Requirements Analysis, Agile Methodologies, Requirements Gathering, SDLC, Scrum, Testing, Visio, SharePoint, Unix, Business Analysis, Agile Project Management, SQL, Integration, Waterfall, JIRA, Business Requirements, Gap Analysis, Data Modeling, Software Documentation, Linux, Unix Shell Scripting, Business Process, User Acceptance Testing, Enterprise Software, Data Warehousing, Vendor Management, Quality Center, Software Development, Test Cases, Software Quality..., CRM, Software Project..., ETL, Test Planning, Access, Databases, PL/SQL
Education
Saurashtra University 2003 — 2007
Bachelor of Engineering, Information Technology
LBS 2001 — 2003
Higher Secondary, Science
Tribune Company August 2014 - Present
Tribune Company January 2012 - July 2014
Ameriprise Financial January 2011 - January 2012
Argusoft India Ltd. January 2007 - October 2009
Skills
Oracle, Requirements Analysis, Agile Methodologies, Requirements Gathering, SDLC, Scrum, Testing, Visio, SharePoint, Unix, Business Analysis, Agile Project Management, SQL, Integration, Waterfall, JIRA, Business Requirements, Gap Analysis, Data Modeling, Software Documentation, Linux, Unix Shell Scripting, Business Process, User Acceptance Testing, Enterprise Software, Data Warehousing, Vendor Management, Quality Center, Software Development, Test Cases, Software Quality..., CRM, Software Project..., ETL, Test Planning, Access, Databases, PL/SQL
Education
Saurashtra University 2003 — 2007
Bachelor of Engineering, Information Technology
LBS 2001 — 2003
Higher Secondary, Science
Jeremy Ward's Ameriprise Financial Experience February 2000 - July 2006
Job Web Developer at Westwerk LLC
Industry Computer Software
Experience
Room 34 Creative Services, LLC January 2013 - October 2014
Ofstead & Associates, Inc. May 2012 - December 2012
Ofstead & Associates, Inc. April 2009 - May 2012
Lawson Software April 2007 - January 2009
Ameriprise Financial February 2000 - July 2006
Skills
HTML, CSS, JavaScript, PHP, WordPress, APIs, Web Components, Atomic Design, Composer, Git, Xdebug, Coding Standards, MySQL, Plugin Development, SASS, CMS, E-commerce, Virtual Machines, AngularJS, Web Caching, Nginx, Version Control, Web Development, Responsive Web Design, Project Management, Research, Command Line Interface, Photoshop, Google Analytics, Shopify, Web Design, jQuery, OS X, Linux, Windows, SQL, XHTML, HTML5, HTML 5, Visio, Copy Editing
Education
Saint Paul College-A Community and Technical College 2011 — 2013
Associate in Applied Science, Computer Programming
Room 34 Creative Services, LLC January 2013 - October 2014
Ofstead & Associates, Inc. May 2012 - December 2012
Ofstead & Associates, Inc. April 2009 - May 2012
Lawson Software April 2007 - January 2009
Ameriprise Financial February 2000 - July 2006
Skills
HTML, CSS, JavaScript, PHP, WordPress, APIs, Web Components, Atomic Design, Composer, Git, Xdebug, Coding Standards, MySQL, Plugin Development, SASS, CMS, E-commerce, Virtual Machines, AngularJS, Web Caching, Nginx, Version Control, Web Development, Responsive Web Design, Project Management, Research, Command Line Interface, Photoshop, Google Analytics, Shopify, Web Design, jQuery, OS X, Linux, Windows, SQL, XHTML, HTML5, HTML 5, Visio, Copy Editing
Education
Saint Paul College-A Community and Technical College 2011 — 2013
Associate in Applied Science, Computer Programming
Kim Arden Kim Arden's Ameriprise Financial Experience 1996 - 2007
Job CSR and Financial Expert Optimizing Social and Business Impact
Industry Philanthropy
Experience
Encore.org July 2015 - Present
Footsteps Missions September 2010 - Present
Appirio April 2010 - February 2014
Ameriprise Financial 1996 - 2007
Arnerich Massena & Associates 1994 - 1996
Portland General Electric Company 1980 - 1993
Skills
Leadership, Program Management, Nonprofits, Project Planning, Entrepreneurship, Program Development, Community Engagement, Strategy, Salesforce.com, Budgets, Corporate Social..., Project Management, Community Outreach, Team Building, Management, Strategic Communications, Employee Engagement, Consulting, Superior Client Service, Start-ups, Training
Education
Santa Clara University
Graduate Studies in Psychology
University of Oregon
BS, Finance - With Honors
Encore.org July 2015 - Present
Footsteps Missions September 2010 - Present
Appirio April 2010 - February 2014
Ameriprise Financial 1996 - 2007
Arnerich Massena & Associates 1994 - 1996
Portland General Electric Company 1980 - 1993
Skills
Leadership, Program Management, Nonprofits, Project Planning, Entrepreneurship, Program Development, Community Engagement, Strategy, Salesforce.com, Budgets, Corporate Social..., Project Management, Community Outreach, Team Building, Management, Strategic Communications, Employee Engagement, Consulting, Superior Client Service, Start-ups, Training
Education
Santa Clara University
Graduate Studies in Psychology
University of Oregon
BS, Finance - With Honors
Connie Fukuda-Clark, PMP Connie Fukuda-Clark, PMP's Ameriprise Financial Experience 1990 - 2004
Job Senior Project Manager Compliance Regulatory Change Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2013 - Present
U.S. Bank April 2012 - September 2013
U.S. Bank April 2011 - April 2012
U.S. Bank / FAF Advisors June 2005 - December 2010
Ameriprise Financial 1990 - 2004
Imprimis Technology 1988 - 1989
Skills
Project Management, Strategic Communications, Marketing Communications, Vendor Management, Process Improvement, Project Planning, Building Relationships, Budgets, Event Planning, Corporate Communications, Editing, Financial Services, Public Relations, Cross-functional Team..., Visio, Strategic Thinking, MS Project, Writing, PMBOK, Cultural Diversity, Project Implementation, Networking, Marketing Operations, Process Flow Charts, Leadership, Speakers Bureau, Technical Writing, Program Management
Education
California State University - San Jose
B.A., Journalism
San Jose State University
B.A., Art History
University of Illinois at Urbana-Champaign
Ph.D. program courses in Art History (Architectural History focus)
University of Minnesota-Twin Cities
M.A., Art History (Modern Art and Architectural History focuses)
U.S. Bank October 2013 - Present
U.S. Bank April 2012 - September 2013
U.S. Bank April 2011 - April 2012
U.S. Bank / FAF Advisors June 2005 - December 2010
Ameriprise Financial 1990 - 2004
Imprimis Technology 1988 - 1989
Skills
Project Management, Strategic Communications, Marketing Communications, Vendor Management, Process Improvement, Project Planning, Building Relationships, Budgets, Event Planning, Corporate Communications, Editing, Financial Services, Public Relations, Cross-functional Team..., Visio, Strategic Thinking, MS Project, Writing, PMBOK, Cultural Diversity, Project Implementation, Networking, Marketing Operations, Process Flow Charts, Leadership, Speakers Bureau, Technical Writing, Program Management
Education
California State University - San Jose
B.A., Journalism
San Jose State University
B.A., Art History
University of Illinois at Urbana-Champaign
Ph.D. program courses in Art History (Architectural History focus)
University of Minnesota-Twin Cities
M.A., Art History (Modern Art and Architectural History focuses)
Scott Stanley Scott Stanley's Ameriprise Financial Experience September 2010 - June 2011
Job Helping you pursue your investment and financial goals. Wealth Advisor in Novato, CA Marin County
Industry Financial Services
Experience
Valley Oak Wealth Management December 2011 - Present
Contractor Manager, Inc. December 2007 - January 2012
Ameriprise Financial September 2010 - June 2011
Bandettini Construction June 2006 - January 2011
Skills
Investments, Portfolio Management, Financial Analysis, Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial..., Valuation, Investment Strategies, Trading, Managerial Finance, Asset Managment, Financial Modeling, Equities, Insurance, Financial Reporting, Bloomberg, Morningstar, ETFs, Estate Planning, 401k Rollovers, Investment Banking, Corporate Finance, Due Diligence, Banking, Financial Planning
Education
San Francisco State University, College of Business 2009 — 2011
BS, Corporate Finance
Palo Alto High School
Valley Oak Wealth Management December 2011 - Present
Contractor Manager, Inc. December 2007 - January 2012
Ameriprise Financial September 2010 - June 2011
Bandettini Construction June 2006 - January 2011
Skills
Investments, Portfolio Management, Financial Analysis, Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial..., Valuation, Investment Strategies, Trading, Managerial Finance, Asset Managment, Financial Modeling, Equities, Insurance, Financial Reporting, Bloomberg, Morningstar, ETFs, Estate Planning, 401k Rollovers, Investment Banking, Corporate Finance, Due Diligence, Banking, Financial Planning
Education
San Francisco State University, College of Business 2009 — 2011
BS, Corporate Finance
Palo Alto High School
Ryan Giammona Ryan Giammona's Ameriprise Financial Experience October 2007 - June 2008
Job AVP, Project Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2012 - Present
Fisher Investments January 2010 - June 2012
Sonoma County Economic Development Board July 2008 - January 2009
Ameriprise Financial October 2007 - June 2008
Education
Sonoma State University 2005 — 2009
B.S., Business Administration, Finance/Financial Management
Northgate High School 2001 — 2005
Bank of the West June 2012 - Present
Fisher Investments January 2010 - June 2012
Sonoma County Economic Development Board July 2008 - January 2009
Ameriprise Financial October 2007 - June 2008
Education
Sonoma State University 2005 — 2009
B.S., Business Administration, Finance/Financial Management
Northgate High School 2001 — 2005
Abhishek Reddy Tummala Abhishek Reddy Tummala's Ameriprise Financial Experience December 2010 - June 2012
Job Project Associate at Deloitte
Industry Computer Software
Experience
Deloitte September 2012 - Present
Lifetime Fitness June 2012 - September 2012
Ameriprise Financial December 2010 - June 2012
Skills
SDLC, System Requirements, Business Requirements, User Requirements, Requirements Gathering, Integration, System Design, Visio, Business Analysis, Requirements Analysis, User Acceptance Testing, UML, Oracle, PL/SQL, SOA, ETL, Quality Center, XML, Software Development, Web Services, Microsoft SQL Server, MS Project, Databases, Test Planning, Java, Analysis, Weblogic, Eclipse, Servlets, Software Engineering, SOAP, Java Enterprise Edition, JSP, C, Informatica, MySQL, Data Warehousing, Core Java, Object Oriented Design, Shell Scripting, Unix, Agile Methodologies, Unix Shell Scripting, SQL
Education
Syracuse University 2008 — 2010
Master's degree, Computer Engineering
Sathyabama Institute of Science and Technology 2004 — 2008
BE, Computer Science and Engineering
Vignan Junior College 2002 — 2004
High School, Mathematics, Physics and Chemistry
Hyderabad Public School - Begumpet
School
Deloitte September 2012 - Present
Lifetime Fitness June 2012 - September 2012
Ameriprise Financial December 2010 - June 2012
Skills
SDLC, System Requirements, Business Requirements, User Requirements, Requirements Gathering, Integration, System Design, Visio, Business Analysis, Requirements Analysis, User Acceptance Testing, UML, Oracle, PL/SQL, SOA, ETL, Quality Center, XML, Software Development, Web Services, Microsoft SQL Server, MS Project, Databases, Test Planning, Java, Analysis, Weblogic, Eclipse, Servlets, Software Engineering, SOAP, Java Enterprise Edition, JSP, C, Informatica, MySQL, Data Warehousing, Core Java, Object Oriented Design, Shell Scripting, Unix, Agile Methodologies, Unix Shell Scripting, SQL
Education
Syracuse University 2008 — 2010
Master's degree, Computer Engineering
Sathyabama Institute of Science and Technology 2004 — 2008
BE, Computer Science and Engineering
Vignan Junior College 2002 — 2004
High School, Mathematics, Physics and Chemistry
Hyderabad Public School - Begumpet
School
Dominick Merlucci Dominick Merlucci's Ameriprise Financial Experience November 2010 - June 2011
Job Vice President 401(k) Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Travis Weaver, CRPC, AAMS, AWMA Travis Weaver, CRPC, AAMS, AWMA's Ameriprise Financial Experience November 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2005 - Present
Education
San Diego State University-California State University
Business Administration and Financial Services
Ameriprise Financial November 2005 - Present
Education
San Diego State University-California State University
Business Administration and Financial Services
Brad Golden Brad Golden's Ameriprise Financial Experience August 2008 - February 2011
Job Business Development Consultant
Industry Management Consulting
Experience
RB Golden Solutions October 2010 - Present
Orkin Pest Control June 2014 - August 2015
Ameriprise Financial Services, Inc. August 2008 - February 2011
AMERIPRISE FINANCIAL August 2008 - February 2011
AMERIPRISE FINANCIAL March 2007 - July 2008
Ameriprise Financial Services, Inc. July 2005 - January 2007
AMERIPRISE FINANCIAL July 2005 - January 2007
American Express Financial Advisors March 2003 - July 2005
RBG FINANCIAL January 2000 - January 2002
Skills
Financial Planning, Training & Development, Financial Analysis, Strategic Financial..., Strategy, Wealth Management, Investments, Management, Portfolio Management, Financial Services, Business Planning, Budgets, Financial Advisory, Training, Start-ups, Small Business, CRM, Business Development, Sales, Marketing
Education
University of Alabama 1997 — 2001
BACHELOR OF SCIENCE, POLITICAL SCIENCE
Snead State Community College 1993 — 1995
Associate's degree, Pre-Law Studies
RB Golden Solutions October 2010 - Present
Orkin Pest Control June 2014 - August 2015
Ameriprise Financial Services, Inc. August 2008 - February 2011
AMERIPRISE FINANCIAL August 2008 - February 2011
AMERIPRISE FINANCIAL March 2007 - July 2008
Ameriprise Financial Services, Inc. July 2005 - January 2007
AMERIPRISE FINANCIAL July 2005 - January 2007
American Express Financial Advisors March 2003 - July 2005
RBG FINANCIAL January 2000 - January 2002
Skills
Financial Planning, Training & Development, Financial Analysis, Strategic Financial..., Strategy, Wealth Management, Investments, Management, Portfolio Management, Financial Services, Business Planning, Budgets, Financial Advisory, Training, Start-ups, Small Business, CRM, Business Development, Sales, Marketing
Education
University of Alabama 1997 — 2001
BACHELOR OF SCIENCE, POLITICAL SCIENCE
Snead State Community College 1993 — 1995
Associate's degree, Pre-Law Studies
Jordan Lynne's Ameriprise Financial Experience February 2009 - August 2009
Job CEO / VP Strategy at Friday Digital
Industry Internet
Experience
Friday Digital February 2015 - Present
CSM Corporation August 2014 - February 2015
Target, Valspar, Ameriprise, Activision, 3M, Jostens, SapientNitro, JWT, Olson June 2010 - August 2014
Best Buy September 2009 - May 2010
Ameriprise Financial February 2009 - August 2009
Olson, Popular Front October 2006 - January 2009
Valspar October 2005 - October 2006
Target.com April 2004 - October 2005
ADC Telecom November 2001 - April 2004
J. Walter Thompson December 2000 - November 2001
Skills
Digital Strategy, Digital Marketing, Content Strategy, User Experience, Social Media Marketing, Project Planning, Digital Engagement, Information Architecture, CMS, Social Media, Creative Direction, Analysis, Mobile Devices, Brand Management, Email Marketing, Mobile Technology, Web Project Management, E-commerce Consulting, Digital Business..., Digital Business..., Mobile Applications, Creative Strategy, E-commerce, Online Marketing
Education
San Jose State University
BS
Santa Clara University
Continued Education
Friday Digital February 2015 - Present
CSM Corporation August 2014 - February 2015
Target, Valspar, Ameriprise, Activision, 3M, Jostens, SapientNitro, JWT, Olson June 2010 - August 2014
Best Buy September 2009 - May 2010
Ameriprise Financial February 2009 - August 2009
Olson, Popular Front October 2006 - January 2009
Valspar October 2005 - October 2006
Target.com April 2004 - October 2005
ADC Telecom November 2001 - April 2004
J. Walter Thompson December 2000 - November 2001
Skills
Digital Strategy, Digital Marketing, Content Strategy, User Experience, Social Media Marketing, Project Planning, Digital Engagement, Information Architecture, CMS, Social Media, Creative Direction, Analysis, Mobile Devices, Brand Management, Email Marketing, Mobile Technology, Web Project Management, E-commerce Consulting, Digital Business..., Digital Business..., Mobile Applications, Creative Strategy, E-commerce, Online Marketing
Education
San Jose State University
BS
Santa Clara University
Continued Education
Lori Comanich Lori Comanich's Ameriprise Financial Experience March 2010 - October 2010
Job Project Team Manager and Internal Consultant at Invesco
Industry Financial Services
Experience
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Invesco May 2013 - Present
Invesco Ltd. November 2010 - May 2013
Ameriprise Financial March 2010 - October 2010
ESHBACH & COMpany December 2005 - March 2010
2003-2005 2003 - 2005
AIM Investments January 2000 - January 2003
Jackson National Life January 1999 - January 2000
AIM Investments January 1996 - January 1999
Skills
Investments, Management, Business Development, Leadership, Strategy, Training, Mutual Funds, Marketing, Financial Services, Series 7, Strategic Planning, Strategic Financial..., Program Management, Sales, Product Marketing
Education
Sam Houston State University
University of Houston-Clear Lake
BACHELOR, BUSINESS ADMINISTRATION; Business Management
Amanda Buehner's Ameriprise Financial Experience April 2010 - February 2011
Job Corporate Customer Service
Industry Transportation/Trucking/Railroad
Experience
Dayton Freight Lines, Inc. March 2015 - Present
MHMH January 2014 - February 2015
Vancrest Health Care Center August 2013 - May 2014
Dot Foods April 2011 - August 2013
Ameriprise Financial April 2010 - February 2011
YMCA of Greater Dayton September 2006 - January 2010
Skills
Data Entry
Education
Indiana University 2014 — 2015
Master's Degree, Management
Sinclair Community College 2011 — 2012
Medical Billing and Coding, Health Information Management
Indiana University 2006 — 2010
Bachelors, Business Administration, Finance, General
Dayton Freight Lines, Inc. March 2015 - Present
MHMH January 2014 - February 2015
Vancrest Health Care Center August 2013 - May 2014
Dot Foods April 2011 - August 2013
Ameriprise Financial April 2010 - February 2011
YMCA of Greater Dayton September 2006 - January 2010
Skills
Data Entry
Education
Indiana University 2014 — 2015
Master's Degree, Management
Sinclair Community College 2011 — 2012
Medical Billing and Coding, Health Information Management
Indiana University 2006 — 2010
Bachelors, Business Administration, Finance, General
Clare Michaels Clare Michaels's Ameriprise Financial Experience March 2010 - Present
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Merrill Lynch July 1981 - March 2010
Skills
English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Samford University 1977 — 1981
Bachelor's degree, History/Business
Westminster Christian School
Ameriprise Financial March 2010 - Present
Merrill Lynch July 1981 - March 2010
Skills
English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Samford University 1977 — 1981
Bachelor's degree, History/Business
Westminster Christian School
Thomas Sopczyk Thomas Sopczyk's Ameriprise Financial Experience 2007 - Present
Job Compensation Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2007 - Present
Ceridian Corporation 2000 - 2007
UnitedHealth Group 1997 - 2000
Park Nicollet Health Services 1992 - 1997
Skills
Executive Pay, HRIS, Employee Benefits, Deferred Compensation, Onboarding, Personnel Management, Compensation & Benefit, Talent Acquisition, Recruiting, Incentive Programs, HR Policies, Human Resources, Performance Management, Organizational..., Scrapbooking, Compensation Structures, Employee Relations, Job Evaluation, Management, Sales Compensation, Program Management, Leadership, Succession Planning, Organic Farming, Benefits Administration, Workforce Planning, Strategy, Talent Management, Employee Engagement, PeopleSoft, Organizational Design, Job Descriptions, Market Pricing, Applicant Tracking..., Human Capital, Salary
Education
University of St. Thomas - Opus College of Business
MBA, Human Resource Management
San Diego State University-California State University
Bachelor's degree, Political Science and Economics
Ameriprise Financial 2007 - Present
Ceridian Corporation 2000 - 2007
UnitedHealth Group 1997 - 2000
Park Nicollet Health Services 1992 - 1997
Skills
Executive Pay, HRIS, Employee Benefits, Deferred Compensation, Onboarding, Personnel Management, Compensation & Benefit, Talent Acquisition, Recruiting, Incentive Programs, HR Policies, Human Resources, Performance Management, Organizational..., Scrapbooking, Compensation Structures, Employee Relations, Job Evaluation, Management, Sales Compensation, Program Management, Leadership, Succession Planning, Organic Farming, Benefits Administration, Workforce Planning, Strategy, Talent Management, Employee Engagement, PeopleSoft, Organizational Design, Job Descriptions, Market Pricing, Applicant Tracking..., Human Capital, Salary
Education
University of St. Thomas - Opus College of Business
MBA, Human Resource Management
San Diego State University-California State University
Bachelor's degree, Political Science and Economics
Ivan Kan, CFP®, CRPC® Ivan Kan, CFP®, CRPC®'s Ameriprise Financial Experience 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Education
University of Southern California 2001 — 2005
Business, Corporate Finance, Magna Cum Laude
La Salle College 1994 — 2001
Santa Monica College
Ameriprise Financial 2006 - Present
Education
University of Southern California 2001 — 2005
Business, Corporate Finance, Magna Cum Laude
La Salle College 1994 — 2001
Santa Monica College
Michelle Ehlhardt Michelle Ehlhardt's Ameriprise Financial Experience June 2000 - October 2003
Job Student at San Diego State University
Industry Military
Experience
United States Navy November 2003 - Present
Slumber Parties April 2010 - March 2012
Ameriprise Financial June 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Time Management, Teamwork, Outlook, Access, Event Planning, Team Leadership, Leadership Development, Navy
Education
San Diego State University-California State University 2010 — 2013
BS, Business
United States Navy November 2003 - Present
Slumber Parties April 2010 - March 2012
Ameriprise Financial June 2000 - October 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Time Management, Teamwork, Outlook, Access, Event Planning, Team Leadership, Leadership Development, Navy
Education
San Diego State University-California State University 2010 — 2013
BS, Business
Dana Marley, NASM-CPT Dana Marley, NASM-CPT's Ameriprise Financial Experience January 2007 - January 2010
Job Senior Project Manager at HCA
Industry Hospital & Health Care
Experience
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
Nicholas Nosti Nicholas Nosti's Ameriprise Financial Experience April 2009 - March 2010
Job Professional Baseball Player at BSC Rovigo
Industry Construction
Experience
BSC Rovigo March 2010 - Present
Barkley Builders August 2010 - March 2011
CLP Resources September 2010 - February 2011
Ameriprise Financial April 2009 - March 2010
JOA construction May 2004 - September 2006
Bay-Link May 2002 - September 2004
Marinwood Community Center May 1999 - August 2004
Marinwood Community Center January 1999 - January 2001
Skills
Constuction Worker, Professional Baseball..., Microsoft Excel &..., Financial intern
Education
Sonoma State University 2004 — 2008
Bachelor of Science, Business; Finance
Terra Linda High 1999 — 2003
BSC Rovigo March 2010 - Present
Barkley Builders August 2010 - March 2011
CLP Resources September 2010 - February 2011
Ameriprise Financial April 2009 - March 2010
JOA construction May 2004 - September 2006
Bay-Link May 2002 - September 2004
Marinwood Community Center May 1999 - August 2004
Marinwood Community Center January 1999 - January 2001
Skills
Constuction Worker, Professional Baseball..., Microsoft Excel &..., Financial intern
Education
Sonoma State University 2004 — 2008
Bachelor of Science, Business; Finance
Terra Linda High 1999 — 2003
Joanne Jordan, CFP®, CLU® Joanne Jordan, CFP®, CLU®'s Ameriprise Financial Experience 1998 - January 2015
Job Private Wealth Advisor Retired
Industry Financial Services
Experience
Ameriprise Financial 1998 - January 2015
Education
San Francisco State University
Bachelor of Science-1983
State University of New York College at Fredonia
Ameriprise Financial 1998 - January 2015
Education
San Francisco State University
Bachelor of Science-1983
State University of New York College at Fredonia
Prashant Modani Prashant Modani's Ameriprise Financial Experience April 2006 - December 2007
Job Senior Director at Broadridge
Industry Financial Services
Experience
Broadridge October 2011 - Present
Protiviti Consulting December 2007 - September 2011
Protiviti December 2007 - September 2011
Ameriprise Financial April 2006 - December 2007
Citibank India October 2003 - April 2006
Citi 2003 - 2006
American Express 2002 - 2003
Skills
Internal Audit, Fraud Investigations, Sourcing Advisory, Knowledge Management, Enterprise Risk..., Risk, Risk Management, Operational Risk, Operational Risk..., Internal Controls, Business Process..., Audit, Banking, Auditing, Financial Risk, Financial Services, Finance, Governance, Outsourcing, Change Management, Strategy, Management, Management Consulting
Education
Financial Risk Manager (FRM) - Global Association of Risk Professionals 2008 — 2009
FRM, Risk Management
Chartered Financial Analyst (CFA) - CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Institute of Chartered Accountants of India 2000 — 2003
C.A., Accounting, Finance, Audit
Shri Ram College of Commerce 1999 — 2002
B.Com (H), Commerce
Delhi Public School Noida 1989 — 1999
Class XII
ISACA - CISA
Broadridge October 2011 - Present
Protiviti Consulting December 2007 - September 2011
Protiviti December 2007 - September 2011
Ameriprise Financial April 2006 - December 2007
Citibank India October 2003 - April 2006
Citi 2003 - 2006
American Express 2002 - 2003
Skills
Internal Audit, Fraud Investigations, Sourcing Advisory, Knowledge Management, Enterprise Risk..., Risk, Risk Management, Operational Risk, Operational Risk..., Internal Controls, Business Process..., Audit, Banking, Auditing, Financial Risk, Financial Services, Finance, Governance, Outsourcing, Change Management, Strategy, Management, Management Consulting
Education
Financial Risk Manager (FRM) - Global Association of Risk Professionals 2008 — 2009
FRM, Risk Management
Chartered Financial Analyst (CFA) - CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Institute of Chartered Accountants of India 2000 — 2003
C.A., Accounting, Finance, Audit
Shri Ram College of Commerce 1999 — 2002
B.Com (H), Commerce
Delhi Public School Noida 1989 — 1999
Class XII
ISACA - CISA
H Scott Apley H Scott Apley's Ameriprise Financial Experience August 2008 - January 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
United Protective Services October 2010 - August 2012
VALIC February 2010 - October 2010
Ameriprise Financial Services, Inc. January 2009 - April 2009
Ameriprise Financial August 2008 - January 2009
Accor Hotels October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Estate Planning, Asset Managment, Series 7, Investments, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Risk Management, Employee Benefits, Leadership, Training, Management, Time Management, Asset Management, Recruiting, Financial Planning
Education
Sam Houston State University 1994 — 1999
United Protective Services October 2010 - August 2012
VALIC February 2010 - October 2010
Ameriprise Financial Services, Inc. January 2009 - April 2009
Ameriprise Financial August 2008 - January 2009
Accor Hotels October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Fixed Annuities, Estate Planning, Asset Managment, Series 7, Investments, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Risk Management, Employee Benefits, Leadership, Training, Management, Time Management, Asset Management, Recruiting, Financial Planning
Education
Sam Houston State University 1994 — 1999
Melissa Richey, CFP® Melissa Richey, CFP®'s Ameriprise Financial Experience 1997 - 1999
Job Executive Vice President, Sales and Marketing at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors January 2001 - Present
BCR Financial Services 1999 - 2001
Ameriprise Financial 1997 - 1999
Skills
Financial Analysis, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Expense Planning, Finance, Strategic Financial..., FINRA, Securities, Financial Advisory, Wealth Management..., Financial Goals, Certified Financial...
Education
Slippery Rock University of Pennsylvania 1993 — 1997
B.S., Finance
Fragasso Financial Advisors January 2001 - Present
BCR Financial Services 1999 - 2001
Ameriprise Financial 1997 - 1999
Skills
Financial Analysis, Financial Planning, Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Expense Planning, Finance, Strategic Financial..., FINRA, Securities, Financial Advisory, Wealth Management..., Financial Goals, Certified Financial...
Education
Slippery Rock University of Pennsylvania 1993 — 1997
B.S., Finance
Michaela Hurtienne's Ameriprise Financial Experience January 2015 - Present
Job Client Service Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2015 - Present
San Diego State University September 2013 - May 2015
TRB&U June 2013 - July 2014
Skills
Politics, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, SPSS, Facebook, Teamwork, Leadership, Microsoft Word, Public Speaking, Social Networking, Time Management, Event Planning, Customer Service
Education
San Diego State University-California State University 2013 — 2017
Bachelor of Business Administration (BBA), Business Finance, Junior
Ameriprise Financial January 2015 - Present
San Diego State University September 2013 - May 2015
TRB&U June 2013 - July 2014
Skills
Politics, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, SPSS, Facebook, Teamwork, Leadership, Microsoft Word, Public Speaking, Social Networking, Time Management, Event Planning, Customer Service
Education
San Diego State University-California State University 2013 — 2017
Bachelor of Business Administration (BBA), Business Finance, Junior
Blake Leamy Blake Leamy's Ameriprise Financial Experience July 2011 - July 2011
Job Incoming Associate at TM Financial Forensics
Industry Financial Services
Experience
TM Financial Forensics LLC September 2015 - Present
Leavey School of Business May 2012 - May 2015
Yahoo June 2014 - September 2014
Hitachi Data Systems June 2013 - September 2013
Loring Ward April 2013 - May 2013
Anheuser-Busch InBev June 2012 - August 2012
Ameriprise Financial July 2011 - July 2011
HomeBoy Industries January 2011 - January 2011
Skills
Leadership, Data Analysis, Management, Access, Program Management, Public Speaking, Microsoft Excel, Research, Social Media, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Team Leadership, Financial Forecasting, Financial & Operational...
Education
Santa Clara University 2011 — 2015
Bachelor of Science in Commerce, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance
Loyola High School 2007 — 2011
High School
TM Financial Forensics LLC September 2015 - Present
Leavey School of Business May 2012 - May 2015
Yahoo June 2014 - September 2014
Hitachi Data Systems June 2013 - September 2013
Loring Ward April 2013 - May 2013
Anheuser-Busch InBev June 2012 - August 2012
Ameriprise Financial July 2011 - July 2011
HomeBoy Industries January 2011 - January 2011
Skills
Leadership, Data Analysis, Management, Access, Program Management, Public Speaking, Microsoft Excel, Research, Social Media, Spanish, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Team Leadership, Financial Forecasting, Financial & Operational...
Education
Santa Clara University 2011 — 2015
Bachelor of Science in Commerce, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science in Commerce, Finance
Loyola High School 2007 — 2011
High School
Jennifer Aikman's Ameriprise Financial Experience June 2007 - September 2008
Job Licensed Branch Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank January 2013 - Present
MetLife November 2010 - May 2012
First Merit Bank April 2009 - November 2010
Ameriprise Financial June 2007 - September 2008
Auditor of the State of Ohio June 2006 - June 2007
Skills
Series 7, Ohio Health & Life..., Investments, Strategic Financial..., Insurance, Banking, Operations Management, Compliance Testing, Progress Monitoring, Business Planning, Project Planning, Recruiting, Sales, Mortgage Banking, Budgets, Financial Planning, Compliance, Public Speaking, Team Building, Customer Service, Time Management
Education
Shawnee State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, Accounting and General Business
The Ohio State University 2006 — 2007
Non-degree seeking Graduate student, Accounting
Huntington National Bank January 2013 - Present
MetLife November 2010 - May 2012
First Merit Bank April 2009 - November 2010
Ameriprise Financial June 2007 - September 2008
Auditor of the State of Ohio June 2006 - June 2007
Skills
Series 7, Ohio Health & Life..., Investments, Strategic Financial..., Insurance, Banking, Operations Management, Compliance Testing, Progress Monitoring, Business Planning, Project Planning, Recruiting, Sales, Mortgage Banking, Budgets, Financial Planning, Compliance, Public Speaking, Team Building, Customer Service, Time Management
Education
Shawnee State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, Accounting and General Business
The Ohio State University 2006 — 2007
Non-degree seeking Graduate student, Accounting
Paul Granucci's Ameriprise Financial Experience January 2009 - March 2010
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Estelle (Weiwei) Jin Estelle (Weiwei) Jin's Ameriprise Financial Experience January 2001 - Present
Job Franchise Owner, CFP®, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2001 - Present
Education
Washington State University 1991 — 1993
BA, HRA, Finance
Shanghai Institute of Foreign Trade 1982 — 1986
BA of Economics, International Business
Ameriprise Financial January 2001 - Present
Education
Washington State University 1991 — 1993
BA, HRA, Finance
Shanghai Institute of Foreign Trade 1982 — 1986
BA of Economics, International Business
Jane Champ Jane Champ's Ameriprise Financial Experience July 2001 - Present
Job Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2001 - Present
Education
Southwest Minnesota State University 1980 — 1982
BS, Business Management and Psychology
Hillcrest Lutheran Academy 1976 — 1978
Ameriprise Financial July 2001 - Present
Education
Southwest Minnesota State University 1980 — 1982
BS, Business Management and Psychology
Hillcrest Lutheran Academy 1976 — 1978
Mark Gelbman, CFP(R), CLU(R) CRPC, AAMS Mark Gelbman, CFP(R), CLU(R) CRPC, AAMS's Ameriprise Financial Experience June 2002 - September 2003
Job Financial Advisor & Owner at Strategic Wealth Solutions
Industry Financial Services
Experience
Strategic Wealth Solutions August 2011 - Present
Principal Financial Group 2011 - 2012
Northwestern Mutual Wealth Management Company April 2009 - December 2011
Gilbert & Cook Inc. July 2008 - February 2009
VanderWeide, Jesse, Keeling & Associates November 2005 - July 2008
VanderWeide, Jesse, Keeling & Associates September 2003 - November 2005
Ameriprise Financial June 2002 - September 2003
Simpson College August 1998 - May 2002
Skills
Insurance, Investments, Series 7, Retirement, Wealth Management, Financial Planning, Retirement Planning, Long Term Care, 401k, Asset Management, Annuities, Securities, Mutual Funds, Portfolio Management, Disability Insurance, Risk Management, Retirement Income..., Investment Advisory
Education
Simpson College 1998 — 2002
Liberal Arts, Physical Education
Strategic Wealth Solutions August 2011 - Present
Principal Financial Group 2011 - 2012
Northwestern Mutual Wealth Management Company April 2009 - December 2011
Gilbert & Cook Inc. July 2008 - February 2009
VanderWeide, Jesse, Keeling & Associates November 2005 - July 2008
VanderWeide, Jesse, Keeling & Associates September 2003 - November 2005
Ameriprise Financial June 2002 - September 2003
Simpson College August 1998 - May 2002
Skills
Insurance, Investments, Series 7, Retirement, Wealth Management, Financial Planning, Retirement Planning, Long Term Care, 401k, Asset Management, Annuities, Securities, Mutual Funds, Portfolio Management, Disability Insurance, Risk Management, Retirement Income..., Investment Advisory
Education
Simpson College 1998 — 2002
Liberal Arts, Physical Education
J. Scott Taylor, CRPC J. Scott Taylor, CRPC's Ameriprise Financial Experience February 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1996 - Present
Pregnancy Care Center 2008 - 2010
New York Life Insurance Company 1985 - 1989
Education
Southwest Baptist University 1985 — 1989
Bachelor of Science, Finance, Management & Marketing
Ameriprise Financial February 1996 - Present
Pregnancy Care Center 2008 - 2010
New York Life Insurance Company 1985 - 1989
Education
Southwest Baptist University 1985 — 1989
Bachelor of Science, Finance, Management & Marketing
Jean Whitaker Ruimy, CRPC's Ameriprise Financial Experience 2004 - April 2012
Job Director, Operations & Financial Planning at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - January 2014
Ameriprise Financial 2004 - April 2012
Collecto, Inc. June 2001 - April 2003
NBC 7/39, 24/7 Media September 1999 - April 2001
General Atomics Aeronautical Systems May 1997 - September 1999
The Ad Club of San Diego 1995 - November 1996
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Financial Advisory, Insurance, Small Business, Estate Planning, Mutual Funds, Asset Managment, Investment Advisory, Retirement, Portfolio Management, Series 63, Asset Allocation, Financial Analysis, Strategic Planning, Mortgage Lending, 401k
Education
San Diego State University-California State University 1995 — 1999
BS, Marketing, Business Administration
University of Bradford 1997 — 1998
Diploma, Business Management
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - January 2014
Ameriprise Financial 2004 - April 2012
Collecto, Inc. June 2001 - April 2003
NBC 7/39, 24/7 Media September 1999 - April 2001
General Atomics Aeronautical Systems May 1997 - September 1999
The Ad Club of San Diego 1995 - November 1996
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Financial Advisory, Insurance, Small Business, Estate Planning, Mutual Funds, Asset Managment, Investment Advisory, Retirement, Portfolio Management, Series 63, Asset Allocation, Financial Analysis, Strategic Planning, Mortgage Lending, 401k
Education
San Diego State University-California State University 1995 — 1999
BS, Marketing, Business Administration
University of Bradford 1997 — 1998
Diploma, Business Management
Eunice Armstrong, CPA Eunice Armstrong, CPA's Ameriprise Financial Experience July 2007 - September 2012
Job Fidelity Investments
Industry Financial Services
Experience
Ameriprise Financial July 2007 - September 2012
A. G. Edwards and Sons 2005 - 2007
Education
Southern Methodist University 2008 — 2010
Certificate, Financial Planning
University of New Orleans 1984 — 1986
Accounting
Tulane University 1978 — 1982
Bachelor of Arts, Music, Psychology
Ameriprise Financial July 2007 - September 2012
A. G. Edwards and Sons 2005 - 2007
Education
Southern Methodist University 2008 — 2010
Certificate, Financial Planning
University of New Orleans 1984 — 1986
Accounting
Tulane University 1978 — 1982
Bachelor of Arts, Music, Psychology
Margaret N. Murphy Margaret N. Murphy's Ameriprise Financial Experience 1994 - Present
Job Margaret N. Murphy. CFP, APMA, ChFC, CMFC, CLTC
Industry Financial Services
Experience
Ameriprise Financial 1994 - Present
Rich, May, Bilodeau & Flahterty, P.C 1979 - 1994
Education
Salem State College 1971 — 1976
B.S.
Ameriprise Financial 1994 - Present
Rich, May, Bilodeau & Flahterty, P.C 1979 - 1994
Education
Salem State College 1971 — 1976
B.S.
Brian Linscheid Brian Linscheid's Ameriprise Financial Experience 2006 - 2008
Job Area Sales Manager at All, Inc
Industry Building Materials
Experience
All, Inc February 2010 - Present
The Lasik Vision Institute 2008 - 2009
Hyrian October 2006 - March 2008
Ameriprise Financial 2006 - 2008
Enterprise Rent-A-Car 2003 - 2006
Education
Saint Mary's University of Minnesota 1999 — 2003
STA/ VIS
St. Joseph's School
All, Inc February 2010 - Present
The Lasik Vision Institute 2008 - 2009
Hyrian October 2006 - March 2008
Ameriprise Financial 2006 - 2008
Enterprise Rent-A-Car 2003 - 2006
Education
Saint Mary's University of Minnesota 1999 — 2003
STA/ VIS
St. Joseph's School
Veska Kita Veska Kita's Ameriprise Financial Experience 2001 - 2004
Job American Capital Investment Group, President
Industry Financial Services
Experience
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
Thomas Michael Moccia Thomas Michael Moccia's Ameriprise Financial Experience November 1993 - Present
Job Financial Advisor Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1993 - Present
Skills
Investments, Retirement Planning, Wealth Preservation
Education
San Diego State University-California State University 1985 — 1989
Bachelors, Business
Ameriprise Financial November 1993 - Present
Skills
Investments, Retirement Planning, Wealth Preservation
Education
San Diego State University-California State University 1985 — 1989
Bachelors, Business
Theresa Phelps's Ameriprise Financial Experience July 2006 - July 2008
Job Operations Director Horse Rescue
Industry Nonprofit Organization Management
Experience
Save A Forgotten Equine January 2015 - Present
Save A Forgotten Equine (S.A.F.E) June 2013 - January 2015
Private Family January 2009 - September 2014
Private Family October 2008 - July 2010
Ameriprise Financial July 2006 - July 2008
Skills
Event Planning, Compassion, Caregiving, Passion for Helping..., Patient Advocacy, Nutrition, Healthcare, Management, Wellness, Sales, Microsoft Office, Quality Of Care, Positive Team Player, Geriatric Nursing, Volunteer Management, Lead Generation, Fundraising
Education
Seattle University 1999 — 2004
Bachelors of Arts, English Literature, Cum Laude
Nursing Assistant Training Institute of Shoreline
Certified Nursing Assistant Training
Bellevue College
Sciences & Mathematics
Holy Names Academy
Save A Forgotten Equine January 2015 - Present
Save A Forgotten Equine (S.A.F.E) June 2013 - January 2015
Private Family January 2009 - September 2014
Private Family October 2008 - July 2010
Ameriprise Financial July 2006 - July 2008
Skills
Event Planning, Compassion, Caregiving, Passion for Helping..., Patient Advocacy, Nutrition, Healthcare, Management, Wellness, Sales, Microsoft Office, Quality Of Care, Positive Team Player, Geriatric Nursing, Volunteer Management, Lead Generation, Fundraising
Education
Seattle University 1999 — 2004
Bachelors of Arts, English Literature, Cum Laude
Nursing Assistant Training Institute of Shoreline
Certified Nursing Assistant Training
Bellevue College
Sciences & Mathematics
Holy Names Academy
Jason Styczynski Jason Styczynski's Ameriprise Financial Experience September 2001 - Present
Job Financial Advisor Cirocco, Fels & Styczynski A private wealth advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial September 2001 - Present
Education
Santa Clara University 1997 — 2001
Bellarmine College Preparatory 1993 — 1997
Ameriprise Financial September 2001 - Present
Education
Santa Clara University 1997 — 2001
Bellarmine College Preparatory 1993 — 1997
David R. Farkouh, CFP®, CFS®, CRPC®, AAMS® David R. Farkouh, CFP®, CFS®, CRPC®, AAMS®'s Ameriprise Financial Experience March 2004 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial March 2004 - Present
Education
Seattle University 1996 — 2000
B.A.
Bellarmine College Preparatory
Ameriprise Financial March 2004 - Present
Education
Seattle University 1996 — 2000
B.A.
Bellarmine College Preparatory
Paul Pender M. A. Paul Pender M. A.'s Ameriprise Financial Experience July 2008 - September 2008
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo April 2012 - December 2014
Wells Fargo December 2010 - April 2012
Castle Kitchens August 2010 - December 2010
Account Temps October 2009 - December 2010
Castle Kitchens August 2009 - October 2009
Ameriprise Financial July 2008 - September 2008
Itasca Deli October 2006 - August 2008
The Home Depot June 1996 - October 2006
Skills
Spreadsheets, Inventory, Inventory Management, Retail, Customer Service, Customer Satisfaction, Sales, Process Scheduler, Time Management, Outlook, Data Entry, Forecasting, Microsoft Excel, Human Resources, Leadership, Microsoft Office, Management, Public Speaking, Process Improvement, Microsoft Word, Team Building
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Management and Strategy
University of Phoenix 2006 — 2009
Bachelors of Science, Business Accounting; General Education
San Diego Mesa College
University of Minnesota
Master of Business Administration (MBA), Chemistry
University of San Diego
Chemistry
Wells Fargo December 2014 - Present
Wells Fargo April 2012 - December 2014
Wells Fargo December 2010 - April 2012
Castle Kitchens August 2010 - December 2010
Account Temps October 2009 - December 2010
Castle Kitchens August 2009 - October 2009
Ameriprise Financial July 2008 - September 2008
Itasca Deli October 2006 - August 2008
The Home Depot June 1996 - October 2006
Skills
Spreadsheets, Inventory, Inventory Management, Retail, Customer Service, Customer Satisfaction, Sales, Process Scheduler, Time Management, Outlook, Data Entry, Forecasting, Microsoft Excel, Human Resources, Leadership, Microsoft Office, Management, Public Speaking, Process Improvement, Microsoft Word, Team Building
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Management and Strategy
University of Phoenix 2006 — 2009
Bachelors of Science, Business Accounting; General Education
San Diego Mesa College
University of Minnesota
Master of Business Administration (MBA), Chemistry
University of San Diego
Chemistry
Andrew Misura Andrew Misura's Ameriprise Financial Experience January 2011 - May 2011
Job Marketing Assistant at Johnny on the Spot LLC / Central Jersey Septic LLC
Industry Marketing and Advertising
Experience
Johnny on the Spot LLC / Central Jersey Septic LLC August 2014 - Present
New York Jets August 2014 - Present
New York Jets June 2013 - February 2014
Law Office of Joseph A. Mecca, Esq. December 2012 - May 2013
New York Jets August 2011 - May 2013
MetLife Stadium April 2013 - April 2013
Consumer Centers of NY and NJ August 2011 - May 2012
Ameriprise Financial January 2011 - May 2011
A&P May 2010 - August 2010
Skills
Ticket Sales, Social Media Marketing, Marketing, Social Media, Sports, Sports Management, Hootsuite, Archtics, PowerPoint, Microsoft Excel, Sales, TweetDeck, Direct Marketing, Economics, Leadership, Visual Basic, Organization, Event Planning, Retail Marketing, Events, Marketing Research, Photoshop, Illustrator, InDesign, Cold Calling, Formstack, Facebook, Sponsorship, Social Networking
Education
Seton Hall University 2009 — 2012
Bachelor of Science, Marketing
Johnny on the Spot LLC / Central Jersey Septic LLC August 2014 - Present
New York Jets August 2014 - Present
New York Jets June 2013 - February 2014
Law Office of Joseph A. Mecca, Esq. December 2012 - May 2013
New York Jets August 2011 - May 2013
MetLife Stadium April 2013 - April 2013
Consumer Centers of NY and NJ August 2011 - May 2012
Ameriprise Financial January 2011 - May 2011
A&P May 2010 - August 2010
Skills
Ticket Sales, Social Media Marketing, Marketing, Social Media, Sports, Sports Management, Hootsuite, Archtics, PowerPoint, Microsoft Excel, Sales, TweetDeck, Direct Marketing, Economics, Leadership, Visual Basic, Organization, Event Planning, Retail Marketing, Events, Marketing Research, Photoshop, Illustrator, InDesign, Cold Calling, Formstack, Facebook, Sponsorship, Social Networking
Education
Seton Hall University 2009 — 2012
Bachelor of Science, Marketing
Jon Ferraiolo Jon Ferraiolo's Ameriprise Financial Experience May 2010 - September 2010
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Investments June 2013 - Present
Northwestern Mutual August 2011 - March 2013
Ameriprise Financial May 2010 - September 2010
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Series 7, Estate Planning, Investments, Retirement Planning, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Planning, Financial Services, Fixed Income, Mutual Funds, Securities
Education
Seton Hall University 2007 — 2011
Bachelor of Science, Business Administration, Finance; Economics
St. Mary's High School 2003 — 2007
Prudential Investments June 2013 - Present
Northwestern Mutual August 2011 - March 2013
Ameriprise Financial May 2010 - September 2010
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Series 7, Estate Planning, Investments, Retirement Planning, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Planning, Financial Services, Fixed Income, Mutual Funds, Securities
Education
Seton Hall University 2007 — 2011
Bachelor of Science, Business Administration, Finance; Economics
St. Mary's High School 2003 — 2007
Scott Cullitan, CRPC ® Scott Cullitan, CRPC ®'s Ameriprise Financial Experience November 2008 - May 2010
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co. Inc. May 2010 - Present
Ameriprise Financial November 2008 - May 2010
Continental Airlines June 1984 - November 2008
Skills
Retirement Planning, Management, Strategic Planning, Wealth Management, Investments, Finance, Time Management, Insurance, Mutual Funds, Strategic Financial..., Customer Service
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Business, Psychology
Charles Schwab & Co. Inc. May 2010 - Present
Ameriprise Financial November 2008 - May 2010
Continental Airlines June 1984 - November 2008
Skills
Retirement Planning, Management, Strategic Planning, Wealth Management, Investments, Finance, Time Management, Insurance, Mutual Funds, Strategic Financial..., Customer Service
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Business, Psychology
Carlos A. Aguinaga Carlos A. Aguinaga's Ameriprise Financial Experience August 2002 - January 2003
Job Mutual Fund Product and Marketing at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2006 - Present
Prudential Financial December 2003 - June 2006
AMERIPRISE FINANCIAL August 2002 - January 2003
Prudential Financial May 1999 - October 2000
Prudential Financial September 1998 - May 1999
Panasonic May 1996 - September 1996
Skills
Spanish, International Finance, Product Marketing, Finance, Financial Advisory, Investments, Marketing, Mutual Funds, Series 7, Financial Analysis
Education
Seton Hall University 1995 — 1999
Bachelor of Science in Business Administration, Marketing
Prudential Financial June 2006 - Present
Prudential Financial December 2003 - June 2006
AMERIPRISE FINANCIAL August 2002 - January 2003
Prudential Financial May 1999 - October 2000
Prudential Financial September 1998 - May 1999
Panasonic May 1996 - September 1996
Skills
Spanish, International Finance, Product Marketing, Finance, Financial Advisory, Investments, Marketing, Mutual Funds, Series 7, Financial Analysis
Education
Seton Hall University 1995 — 1999
Bachelor of Science in Business Administration, Marketing
Amit Patel, CFP®, CMFC® Amit Patel, CFP®, CMFC®'s Ameriprise Financial Experience May 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 1997 - Present
Aramark Uniform Services September 1995 - May 1997
ADP February 1992 - September 1995
Bank of America March 1988 - February 1992
Education
San Diego State University-California State University
B.S., Finance
Ameriprise Financial May 1997 - Present
Aramark Uniform Services September 1995 - May 1997
ADP February 1992 - September 1995
Bank of America March 1988 - February 1992
Education
San Diego State University-California State University
B.S., Finance
Michael Downey Jr Michael Downey Jr's Ameriprise Financial Experience 2007 - May 2010
Job Vice President Financial Planning Dept. at Cadence Wealth Management
Industry Financial Services
Experience
Cadence Wealth Management October 2010 - Present
Clarke, Kraszyk & Associates May 2010 - September 2010
Ameriprise Financial 2007 - May 2010
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Finance, Wealth Management, Retirement, Mutual Funds, Securities, Investments, Customer Service, Cash Flow
Education
Salem State College
University of Massachusetts at Lowell
Cadence Wealth Management October 2010 - Present
Clarke, Kraszyk & Associates May 2010 - September 2010
Ameriprise Financial 2007 - May 2010
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Finance, Wealth Management, Retirement, Mutual Funds, Securities, Investments, Customer Service, Cash Flow
Education
Salem State College
University of Massachusetts at Lowell
Gary Grahnquist Gary Grahnquist's Ameriprise Financial Experience June 1995 - October 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
Ameriprise Financial June 1995 - October 2012
Education
Southern Methodist University 1978 — 1979
MBA, Marketing
University of Nebraska-Lincoln 1966 — 1970
BA, Journalism, English
Ameriprise Financial Services, Inc. June 1995 - Present
Ameriprise Financial June 1995 - October 2012
Education
Southern Methodist University 1978 — 1979
MBA, Marketing
University of Nebraska-Lincoln 1966 — 1970
BA, Journalism, English
John Moller John Moller's Ameriprise Financial Experience 1986 - Present
Job Private Wealth Advisor at Ameriprise Financial Advisors, AR Insurance #708718, CA Insurance # 0C13386
Industry Financial Services
Experience
Ameriprise Financial 1986 - Present
Education
University of Puget Sound
MBA
South Dakota State University 1968 — 1973
BS, Pharmacy
Washington High
Ameriprise Financial 1986 - Present
Education
University of Puget Sound
MBA
South Dakota State University 1968 — 1973
BS, Pharmacy
Washington High
Christopher Borajkiewicz CFP® ChFC® CRPC Christopher Borajkiewicz CFP® ChFC® CRPC's Ameriprise Financial Experience May 1998 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial May 1998 - Present
Skills
Estate Planning, Finance, Wealth, Microsoft Office, Public Speaking, Retirement Planning, Leadership, Insurance
Education
Southern Connecticut State University 1993 — 1998
1998, History and Political Science
Southern Connecticut State University 1993 — 1998
Bachelor's Degrees in Policital Science and History, Policial Science and History
Ameriprise Financial May 1998 - Present
Skills
Estate Planning, Finance, Wealth, Microsoft Office, Public Speaking, Retirement Planning, Leadership, Insurance
Education
Southern Connecticut State University 1993 — 1998
1998, History and Political Science
Southern Connecticut State University 1993 — 1998
Bachelor's Degrees in Policital Science and History, Policial Science and History
David Aramaki David Aramaki's Ameriprise Financial Experience November 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1996 - Present
Ameriprise Financial Services, Inc. 1996 - Present
Education
Seattle University 1992 — 1994
MBA
Whitman College 1986 — 1989
BA, Economics
Ameriprise Financial November 1996 - Present
Ameriprise Financial Services, Inc. 1996 - Present
Education
Seattle University 1992 — 1994
MBA
Whitman College 1986 — 1989
BA, Economics
Allison Alley, CFP® Allison Alley, CFP®'s Ameriprise Financial Experience October 2003 - May 2007
Job Financial Planner at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors, Inc. February 2015 - Present
Capstone Affluent Strategies December 2012 - April 2014
CUSO Financial Services, LP at Mission Federal Credit Union November 2010 - December 2012
JPMorgan Chase August 2009 - November 2010
Banc of America Investment Services May 2007 - July 2009
Ameriprise Financial October 2003 - May 2007
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Securities, Series 7, Mutual Funds, Series 63, Investment Advisory, Fixed Annuities, Retirement, Investments
Education
San Diego State University-California State University 2002 — 2003
MS, Financial and Tax Planning
University of California, Los Angeles 1992 — 1997
BA, Economics/Int'l Area Studies
Pure Financial Advisors, Inc. February 2015 - Present
Capstone Affluent Strategies December 2012 - April 2014
CUSO Financial Services, LP at Mission Federal Credit Union November 2010 - December 2012
JPMorgan Chase August 2009 - November 2010
Banc of America Investment Services May 2007 - July 2009
Ameriprise Financial October 2003 - May 2007
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Securities, Series 7, Mutual Funds, Series 63, Investment Advisory, Fixed Annuities, Retirement, Investments
Education
San Diego State University-California State University 2002 — 2003
MS, Financial and Tax Planning
University of California, Los Angeles 1992 — 1997
BA, Economics/Int'l Area Studies
Brian Griffiths, CFP® Brian Griffiths, CFP®'s Ameriprise Financial Experience January 2005 - October 2010
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
RCM Investments December 2010 - May 2011
Ameriprise Financial January 2005 - October 2010
Radio Disney April 2004 - August 2008
Intermountain Healthcare April 2002 - November 2005
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion May 2003 - August 2005
Utah Jazz March 2003 - August 2004
Skills
Wealth Management, Investment Strategies, Investment Management, Investments, Finance, Stock Management, Mutual Funds, Analysis, Life Insurance, Strategy, Sales, Public Speaking, Marketing, Training, Leadership, Social Media
Education
University of Utah 2004 — 2011
B.S, Communication
Salt Lake Community College 2002 — 2004
A.S., Associates of Science Degree
Fidelity Investments May 2011 - Present
RCM Investments December 2010 - May 2011
Ameriprise Financial January 2005 - October 2010
Radio Disney April 2004 - August 2008
Intermountain Healthcare April 2002 - November 2005
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion May 2003 - August 2005
Utah Jazz March 2003 - August 2004
Skills
Wealth Management, Investment Strategies, Investment Management, Investments, Finance, Stock Management, Mutual Funds, Analysis, Life Insurance, Strategy, Sales, Public Speaking, Marketing, Training, Leadership, Social Media
Education
University of Utah 2004 — 2011
B.S, Communication
Salt Lake Community College 2002 — 2004
A.S., Associates of Science Degree
James L. Brockman James L. Brockman's Ameriprise Financial Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Martin Batstone's Ameriprise Financial Experience June 1992 - December 2005
Job Wealth Manager, Consultant, Owner at Reliant Capital Group
Industry Financial Services
Experience
Reliant Capital Group January 2013 - Present
Wealth Advisors Inc. January 2006 - December 2012
Ameriprise Financial June 1992 - December 2005
Skills
Small Business, Finance, Investments, Financial Advisory, Retirement Planning, Estate Planning, Financial Planning, Wealth, Wealth Accumulation, Retirement, Employee Benefits, Loans, Management, Portfolio Management, Investment Advisory, Business Development, Leadership, Project Planning, Tax Efficiency, Series 7, Financial Analysis, Wealth Management, Marketing Strategy
Education
San Diego State University-California State University 1989 — 1992
BS, Business Administration/Financial Services, Magna Cum Lade
Reliant Capital Group January 2013 - Present
Wealth Advisors Inc. January 2006 - December 2012
Ameriprise Financial June 1992 - December 2005
Skills
Small Business, Finance, Investments, Financial Advisory, Retirement Planning, Estate Planning, Financial Planning, Wealth, Wealth Accumulation, Retirement, Employee Benefits, Loans, Management, Portfolio Management, Investment Advisory, Business Development, Leadership, Project Planning, Tax Efficiency, Series 7, Financial Analysis, Wealth Management, Marketing Strategy
Education
San Diego State University-California State University 1989 — 1992
BS, Business Administration/Financial Services, Magna Cum Lade
Benjamin Boehlke Benjamin Boehlke's Ameriprise Financial Experience June 2007 - September 2007
Job Sr. Business Systems Analyst at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance October 2014 - Present
Farmers Insurance April 2012 - Present
VCA Antech January 2010 - April 2012
DST Systems May 2008 - July 2009
Wells Fargo Home Mortgage January 2008 - May 2008
Kelly Services 2006 - 2008
Ameriprise Financial June 2007 - September 2007
Skills
Microsoft Excel, Investments, Business Analysis, Analysis, Scrum, Agile Methodologies, Equities, Microsoft Office, Access, Customer Service, Financial Analysis, Data Analysis, Management, SQL, Microsoft Word, Process Improvement, PowerPoint, VBA, Options, Pivot Tables, Database Admin, Risk Management, Automation, Corporate Wellness, SharePoint Designer, VBScript, Financial Reporting, Visual Basic Scripting, Database management, Microsoft Access, Macros, Communication, Human Resource Planning, Event Planning, Financial Accounting, SDLC, Project Management
Education
Sarah Lawrence College 2003 — 2007
Liberal Arts, Polical science, communications
Farmers Insurance October 2014 - Present
Farmers Insurance April 2012 - Present
VCA Antech January 2010 - April 2012
DST Systems May 2008 - July 2009
Wells Fargo Home Mortgage January 2008 - May 2008
Kelly Services 2006 - 2008
Ameriprise Financial June 2007 - September 2007
Skills
Microsoft Excel, Investments, Business Analysis, Analysis, Scrum, Agile Methodologies, Equities, Microsoft Office, Access, Customer Service, Financial Analysis, Data Analysis, Management, SQL, Microsoft Word, Process Improvement, PowerPoint, VBA, Options, Pivot Tables, Database Admin, Risk Management, Automation, Corporate Wellness, SharePoint Designer, VBScript, Financial Reporting, Visual Basic Scripting, Database management, Microsoft Access, Macros, Communication, Human Resource Planning, Event Planning, Financial Accounting, SDLC, Project Management
Education
Sarah Lawrence College 2003 — 2007
Liberal Arts, Polical science, communications
Sara DiRuscio Sara DiRuscio's Ameriprise Financial Experience December 2008 - July 2009
Job AVP Small Business Banker at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Wells Fargo July 2011 - January 2013
Wachovia, A Wells Fargo Company July 2009 - January 2012
Ameriprise Financial December 2008 - July 2009
Ameriprise Financial January 2006 - December 2008
Ameriprise Financial May 2005 - December 2008
Scuba Ventures October 2002 - December 2003
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Investments, Estate Planning, Retirement, Mutual Funds, Insurance, Asset Allocation, Fixed Annuities, Banking, Finance, Management, Portfolio Management, Financial Planning, Financial Analysis, Leadership, Small Business, Financial Services, Strategic Planning, Credit, Loans, Financial Advisory, Customer Service, Small Business Lending, Commercial Lending, Marketing, Sales, Life Insurance, Retail Banking, Microsoft Office, Team Building, Public Speaking, Credit Analysis, Consumer Lending, Relationship Management, Commercial Banking, Marketing Strategy, Securities
Education
Samford University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing with Spanish minor
Auburn High School 1998 — 2001
Pope High School 1997 — 1998
Bank of America January 2013 - Present
Wells Fargo July 2011 - January 2013
Wachovia, A Wells Fargo Company July 2009 - January 2012
Ameriprise Financial December 2008 - July 2009
Ameriprise Financial January 2006 - December 2008
Ameriprise Financial May 2005 - December 2008
Scuba Ventures October 2002 - December 2003
Skills
Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Investments, Estate Planning, Retirement, Mutual Funds, Insurance, Asset Allocation, Fixed Annuities, Banking, Finance, Management, Portfolio Management, Financial Planning, Financial Analysis, Leadership, Small Business, Financial Services, Strategic Planning, Credit, Loans, Financial Advisory, Customer Service, Small Business Lending, Commercial Lending, Marketing, Sales, Life Insurance, Retail Banking, Microsoft Office, Team Building, Public Speaking, Credit Analysis, Consumer Lending, Relationship Management, Commercial Banking, Marketing Strategy, Securities
Education
Samford University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing with Spanish minor
Auburn High School 1998 — 2001
Pope High School 1997 — 1998
C. Michael Hall's Ameriprise Financial Experience September 2005 - January 2008
Job Workforce Mobility Advisor
Industry Transportation/Trucking/Railroad
Experience
North American Van Lines, a SIRVA Company April 2012 - Present
Hall Lane Moving and Storage November 2009 - Present
Hall Lane Moving and Storage 2010 - 2015
Hall Lane Moving and Storage 2010 - 2015
Ameriprise Financial September 2005 - January 2008
Skills
Sales, Customer Service, Shipping, Advertising, Strategic Financial..., Investments, Small Business, Insurance, Wealth Management, Financial Analysis, Securities, Risk Management, Budgets, Business Planning, Sales Management, Strategic Planning, New Business Development, Financial Modeling, Equities, Salesforce.com, Team Building, Account Management, Marketing, Management, Relocation, Contract Negotiation, Selling, Start-ups, Negotiation, Time Management, Finance, Forecasting, Business Strategy, Leadership, Executive Management, Logistics, Transportation, Team Leadership, Process Improvement, Customer Satisfaction, Pricing, Real Estate, Business Development, Entrepreneurship, Operations Management, Inventory Management, Training, Trucking, Financial Planning, Sales Operations
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2005
BA, Finance
Siena College 2001 — 2002
North American Van Lines, a SIRVA Company April 2012 - Present
Hall Lane Moving and Storage November 2009 - Present
Hall Lane Moving and Storage 2010 - 2015
Hall Lane Moving and Storage 2010 - 2015
Ameriprise Financial September 2005 - January 2008
Skills
Sales, Customer Service, Shipping, Advertising, Strategic Financial..., Investments, Small Business, Insurance, Wealth Management, Financial Analysis, Securities, Risk Management, Budgets, Business Planning, Sales Management, Strategic Planning, New Business Development, Financial Modeling, Equities, Salesforce.com, Team Building, Account Management, Marketing, Management, Relocation, Contract Negotiation, Selling, Start-ups, Negotiation, Time Management, Finance, Forecasting, Business Strategy, Leadership, Executive Management, Logistics, Transportation, Team Leadership, Process Improvement, Customer Satisfaction, Pricing, Real Estate, Business Development, Entrepreneurship, Operations Management, Inventory Management, Training, Trucking, Financial Planning, Sales Operations
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2005
BA, Finance
Siena College 2001 — 2002
Amanda Berkey's Ameriprise Financial Experience July 2005 - July 2007
Job Experienced Tech Industry Product Marketing and Community Manager
Industry Computer Software
Experience
Salesforce June 2015 - Present
salesforce.com July 2011 - December 2014
ExactTarget July 2009 - July 2011
Flexera Software April 2008 - July 2009
Macrovision Corporation July 2007 - March 2008
Ameriprise Financial July 2005 - July 2007
Network General July 2004 - April 2005
McAfee Inc. January 2001 - July 2004
Nortel Networks January 1998 - December 2000
Skills
Product Marketing, Lead Generation, Marketing Strategy, Sales Enablement, Marketing Management, Strategy, Channel, Marketing, Social Media, Program Management, Sales Management, Sales, Packaging, Salesforce.com, Mobile Devices, Digital Marketing, Training, Email Marketing, CRM, Management, SaaS, Leadership, Sales Process, Social Media Marketing, Positioning, Product Management, Integrated Marketing, B2B Marketing, Online Marketing, Marketing Automation
Education
San Francisco State University 1996 — 1999
B.A., Speech Communications
Salesforce June 2015 - Present
salesforce.com July 2011 - December 2014
ExactTarget July 2009 - July 2011
Flexera Software April 2008 - July 2009
Macrovision Corporation July 2007 - March 2008
Ameriprise Financial July 2005 - July 2007
Network General July 2004 - April 2005
McAfee Inc. January 2001 - July 2004
Nortel Networks January 1998 - December 2000
Skills
Product Marketing, Lead Generation, Marketing Strategy, Sales Enablement, Marketing Management, Strategy, Channel, Marketing, Social Media, Program Management, Sales Management, Sales, Packaging, Salesforce.com, Mobile Devices, Digital Marketing, Training, Email Marketing, CRM, Management, SaaS, Leadership, Sales Process, Social Media Marketing, Positioning, Product Management, Integrated Marketing, B2B Marketing, Online Marketing, Marketing Automation
Education
San Francisco State University 1996 — 1999
B.A., Speech Communications
Lauren Poling's Ameriprise Financial Experience 2010 - 2010
Job Executive Recruiter at Ledgent
Industry Staffing and Recruiting
Experience
Ledgent 2015 - Present
GTxcel 2013 - 2015
GTxcel 2011 - 2013
Ameriprise Financial 2010 - 2010
Skills
Financial Reporting, Accounts Receivable, Accounts Payable, Revenue Recognition, Forecasting, Bookkeeping, Financial Accounting, Accounting, Payroll, Cost Accounting, Management, Invoicing, QuickBooks, Account Reconciliation, Financial Analysis, Recruiting, Staffing Services, Networking, Hiring, Training, GAAP, Consolidated Financial..., Month End Close
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration, Accounting
Ledgent 2015 - Present
GTxcel 2013 - 2015
GTxcel 2011 - 2013
Ameriprise Financial 2010 - 2010
Skills
Financial Reporting, Accounts Receivable, Accounts Payable, Revenue Recognition, Forecasting, Bookkeeping, Financial Accounting, Accounting, Payroll, Cost Accounting, Management, Invoicing, QuickBooks, Account Reconciliation, Financial Analysis, Recruiting, Staffing Services, Networking, Hiring, Training, GAAP, Consolidated Financial..., Month End Close
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration, Accounting
Joseph Gallitano Joseph Gallitano's Ameriprise Financial Experience June 2005 - May 2007
Job AVP at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group 2011 - Present
Mayana Chocolate November 2008 - April 2010
Bean and Body June 2009 - September 2009
Goldman Sachs Asset Management April 2007 - November 2008
Ameriprise Financial June 2005 - May 2007
United States Marine Corps June 2001 - July 2003
Skills
Strategy, Marketing Strategy, Business Development, Investments, Private Equity, Leadership, Venture Capital
Education
SDA Bocconi 2010 — 2010
MBA
The University of Chicago Booth School of Business 2008 — 2010
MBA
University of Michigan 2000 — 2004
BA
Partners Group 2011 - Present
Mayana Chocolate November 2008 - April 2010
Bean and Body June 2009 - September 2009
Goldman Sachs Asset Management April 2007 - November 2008
Ameriprise Financial June 2005 - May 2007
United States Marine Corps June 2001 - July 2003
Skills
Strategy, Marketing Strategy, Business Development, Investments, Private Equity, Leadership, Venture Capital
Education
SDA Bocconi 2010 — 2010
MBA
The University of Chicago Booth School of Business 2008 — 2010
MBA
University of Michigan 2000 — 2004
BA
Jeff Raegen, CFP® Jeff Raegen, CFP®'s Ameriprise Financial Experience April 2001 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2001 - Present
Nike December 1999 - July 2000
Education
Santa Clara University 1996 — 2000
Bachelor of Science (B.S.), Economics
Ameriprise Financial April 2001 - Present
Nike December 1999 - July 2000
Education
Santa Clara University 1996 — 2000
Bachelor of Science (B.S.), Economics
Alan Nolte, ChFC, CLU, CRPC Alan Nolte, ChFC, CLU, CRPC's Ameriprise Financial Experience November 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1998 - Present
Education
Southern Arkansas University 1989 — 1997
BBA, Accounting
Ameriprise Financial November 1998 - Present
Education
Southern Arkansas University 1989 — 1997
BBA, Accounting
Noumit Pathak Noumit Pathak's Ameriprise Financial Experience 2005 - 2008
Job Sr. Program Manager at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Charles Schwab January 2015 - Present
Infosys Technologies Ltd October 2000 - Present
Ameriprise Financial 2005 - 2008
Skills
Global Delivery, IT Strategy, Program Management, Account Management, Project Governance, SDLC, Agile Project Management, Requirements Analysis, PMP, Software Project..., Management, Project Portfolio..., COBOL, Business Analysis, Requirements Gathering, Engagement Management, Mainframe, PMO, Project Management, CRM, Java, .NET, Vendor Management
Education
G H Patel College of Engineering & Technology 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Sardar Patel University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Charles Schwab January 2015 - Present
Infosys Technologies Ltd October 2000 - Present
Ameriprise Financial 2005 - 2008
Skills
Global Delivery, IT Strategy, Program Management, Account Management, Project Governance, SDLC, Agile Project Management, Requirements Analysis, PMP, Software Project..., Management, Project Portfolio..., COBOL, Business Analysis, Requirements Gathering, Engagement Management, Mainframe, PMO, Project Management, CRM, Java, .NET, Vendor Management
Education
G H Patel College of Engineering & Technology 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Sardar Patel University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Lauren Kubik Lauren Kubik's Ameriprise Financial Experience June 2009 - September 2010
Job Volunteer & Project Coordinator at Horn of Africa Services
Industry Nonprofit Organization Management
Experience
Horn of Africa Services April 2015 - Present
KIND January 2015 - Present
Ulju Myeongji Elementary School & GIGEL English Academy August 2013 - August 2014
Feinschule English Academy September 2012 - August 2013
Peet's Coffee & Tea March 2012 - August 2012
Museum of History & Industry January 2012 - March 2012
Ameriprise Financial June 2009 - September 2010
Skills
Customer Service, Spreadsheets, Tutoring, Retail, Museums, Childcare, Certified Barista, Elementary Education, TEFL, Teaching, Time Management, Leadership, Fundraising, Marketing, Event Planning, Community Outreach, Nonprofits, Public Speaking, Microsoft Office, Social Media, PowerPoint, Social Networking
Education
Seattle Pacific University 2008 — 2012
Bachelor of Arts, History
Horn of Africa Services April 2015 - Present
KIND January 2015 - Present
Ulju Myeongji Elementary School & GIGEL English Academy August 2013 - August 2014
Feinschule English Academy September 2012 - August 2013
Peet's Coffee & Tea March 2012 - August 2012
Museum of History & Industry January 2012 - March 2012
Ameriprise Financial June 2009 - September 2010
Skills
Customer Service, Spreadsheets, Tutoring, Retail, Museums, Childcare, Certified Barista, Elementary Education, TEFL, Teaching, Time Management, Leadership, Fundraising, Marketing, Event Planning, Community Outreach, Nonprofits, Public Speaking, Microsoft Office, Social Media, PowerPoint, Social Networking
Education
Seattle Pacific University 2008 — 2012
Bachelor of Arts, History
JD Davis, CRPC® JD Davis, CRPC®'s Ameriprise Financial Experience August 2000 - Present
Job Financial Advisor, Associate Vice President, An Ameriprise Platinum Financial Services ® Practice.
Industry Financial Services
Experience
Ameriprise Financial August 2000 - Present
Tau Kappa Epsilon Fraternity 1999 - May 2014
Priority Associates 2003 - 2010
Davis Therapeutic Services March 1995 - May 2000
Education
Indiana Christian University 2000 — 2003
Bachelors, Christian Ministry, Summa Cum Laude
Indiana Christian University 1998 — 2000
BCCM, Charismatic Christian Studies, Magna Cum Laude
Sam Houston State University 1990 — 1995
BMMT, Music Therapy/Therapist
Ameriprise Financial August 2000 - Present
Tau Kappa Epsilon Fraternity 1999 - May 2014
Priority Associates 2003 - 2010
Davis Therapeutic Services March 1995 - May 2000
Education
Indiana Christian University 2000 — 2003
Bachelors, Christian Ministry, Summa Cum Laude
Indiana Christian University 1998 — 2000
BCCM, Charismatic Christian Studies, Magna Cum Laude
Sam Houston State University 1990 — 1995
BMMT, Music Therapy/Therapist
August Blodow August Blodow's Ameriprise Financial Experience June 2013 - Present
Job Intern at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2013 - Present
Sonoma County Fairgrounds and Exposition, Inc. July 2007 - Present
Windsor High School September 2006 - April 2007
State Farm Insurance June 2004 - July 2004
Skills
Mathematica, Stata, Microsoft Excel, PowerPoint, Microsoft Word, SQL, Calculus, Actuarial Science, Maple, Quantitative Finance, Statistical Modeling, Regression Analysis, Morningstar, Statistics
Education
Sonoma State University 2007 — 2011
B.S., Applied Mathematics
Windsor High School 2003 — 2007
Ameriprise Financial June 2013 - Present
Sonoma County Fairgrounds and Exposition, Inc. July 2007 - Present
Windsor High School September 2006 - April 2007
State Farm Insurance June 2004 - July 2004
Skills
Mathematica, Stata, Microsoft Excel, PowerPoint, Microsoft Word, SQL, Calculus, Actuarial Science, Maple, Quantitative Finance, Statistical Modeling, Regression Analysis, Morningstar, Statistics
Education
Sonoma State University 2007 — 2011
B.S., Applied Mathematics
Windsor High School 2003 — 2007
LaKesha Womack LaKesha Womack's Ameriprise Financial Experience November 2003 - February 2005
Job Business Consultant
Industry Management Consulting
Experience
Birmingham Business Resource Center September 2014 - Present
African Methodist Episcopal Zion Church May 2012 - Present
The LaKesha Womack Show 2010 - Present
Womack Consulting Group February 2005 - Present
Premier Event Planning November 2008 - December 2010
Women's Business Center January 2009 - August 2010
PremierMediaGroup May 2008 - December 2009
Springhill Publications LLC July 2008 - December 2008
Lexington Appraisals October 2006 - September 2007
Ameriprise Financial November 2003 - February 2005
Skills
Consulting, Writing, Social Media, Business Planning, Newsletters, Small Business, Public Speaking, Strategic Planning, Non-profits, Ministry, Money Management, Leadership Development, Nonprofits, Entrepreneurship, Coaching, Social Networking, Strategy, Social Media Marketing, Press Releases, Marketing, Business Development, Blogging, Management, Public Relations, New Business Development, Start-ups, Event Planning, Budgets, Management Consulting, Leadership, Project Planning, Fundraising, Creative Direction, Brand Management, Online Marketing, Time Management, Contract Negotiation, Analysis, Organizational..., Marketing Strategy, Marketing Communications, Market Planning, Training, Email Marketing, Strategic Communications, Motivational Speaking, Proposal Writing, Event Management, Publishing, Strategic Partnerships
Education
Samford University 2014 — 2018
Master of Divinity (M.Div.)
Vanderbilt University 1995 — 1999
Bachelor of Arts, Political Science
Alabama School of Math and Science 1993 — 1995
Honors Diploma, Top 10% of graduating class
Birmingham Business Resource Center September 2014 - Present
African Methodist Episcopal Zion Church May 2012 - Present
The LaKesha Womack Show 2010 - Present
Womack Consulting Group February 2005 - Present
Premier Event Planning November 2008 - December 2010
Women's Business Center January 2009 - August 2010
PremierMediaGroup May 2008 - December 2009
Springhill Publications LLC July 2008 - December 2008
Lexington Appraisals October 2006 - September 2007
Ameriprise Financial November 2003 - February 2005
Skills
Consulting, Writing, Social Media, Business Planning, Newsletters, Small Business, Public Speaking, Strategic Planning, Non-profits, Ministry, Money Management, Leadership Development, Nonprofits, Entrepreneurship, Coaching, Social Networking, Strategy, Social Media Marketing, Press Releases, Marketing, Business Development, Blogging, Management, Public Relations, New Business Development, Start-ups, Event Planning, Budgets, Management Consulting, Leadership, Project Planning, Fundraising, Creative Direction, Brand Management, Online Marketing, Time Management, Contract Negotiation, Analysis, Organizational..., Marketing Strategy, Marketing Communications, Market Planning, Training, Email Marketing, Strategic Communications, Motivational Speaking, Proposal Writing, Event Management, Publishing, Strategic Partnerships
Education
Samford University 2014 — 2018
Master of Divinity (M.Div.)
Vanderbilt University 1995 — 1999
Bachelor of Arts, Political Science
Alabama School of Math and Science 1993 — 1995
Honors Diploma, Top 10% of graduating class
Abba Blum Abba Blum's Ameriprise Financial Experience May 2010 - April 2014
Job San Jose City College
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - May 2015
Ameriprise Financial May 2010 - April 2014
Mancave Worldwide October 2009 - 2011
Cygnus Business Media April 2006 - March 2009
Jani-King Inc September 2004 - March 2006
Wooden Toys and Puzzles Company January 2002 - July 2004
U.S. West/Qwest January 1998 - January 2001
Qwest Communications 1997 - 2001
William Lawrence Securities July 1990 - December 1997
Skills
Sales, Sales Process, Marketing, Leadership, Finance, New Business Development, Program Management, Sales Operations, Training, Trade Shows, Retirement Planning, Management, Time Management, Networking, Telecommunications, Insurance, Investments, Sales Management, Financial Planning, Financial Services, Retirement, Customer Service, Strategic Planning, Team Building, Series 7
Education
San Jose City College
AA, Business and Marketing
San Jose City College
Associate’s Degree, Marketing
Allstate Financial Services, LLC April 2014 - May 2015
Ameriprise Financial May 2010 - April 2014
Mancave Worldwide October 2009 - 2011
Cygnus Business Media April 2006 - March 2009
Jani-King Inc September 2004 - March 2006
Wooden Toys and Puzzles Company January 2002 - July 2004
U.S. West/Qwest January 1998 - January 2001
Qwest Communications 1997 - 2001
William Lawrence Securities July 1990 - December 1997
Skills
Sales, Sales Process, Marketing, Leadership, Finance, New Business Development, Program Management, Sales Operations, Training, Trade Shows, Retirement Planning, Management, Time Management, Networking, Telecommunications, Insurance, Investments, Sales Management, Financial Planning, Financial Services, Retirement, Customer Service, Strategic Planning, Team Building, Series 7
Education
San Jose City College
AA, Business and Marketing
San Jose City College
Associate’s Degree, Marketing
Christopher Stark, CRPC Christopher Stark, CRPC's Ameriprise Financial Experience November 2002 - January 2011
Job Managing Partner & Financial Advisor at Moschella, Stark, & Associates
Industry Financial Services
Experience
Moschella, Stark & Associates June 2015 - Present
Carter, Bowers, Stark & Associates - Ameriprise Financial January 2011 - June 2015
Ameriprise Financial November 2002 - January 2011
Ameriprise Financial Services, Inc. January 2004 - June 2007
Education
Salem State College 1998 — 2002
Bachelor, Finance & Economics
Norwood High School 1993 — 1997
Moschella, Stark & Associates June 2015 - Present
Carter, Bowers, Stark & Associates - Ameriprise Financial January 2011 - June 2015
Ameriprise Financial November 2002 - January 2011
Ameriprise Financial Services, Inc. January 2004 - June 2007
Education
Salem State College 1998 — 2002
Bachelor, Finance & Economics
Norwood High School 1993 — 1997
Glenn Bianco Glenn Bianco's Ameriprise Financial Experience September 2009 - November 2010
Job Associate Manager Sales Finance CCO Finance
Industry Financial Services
Experience
PepsiCo June 2015 - Present
PepsiCo - Pepsi Beverages Company September 2013 - June 2015
PepsiCo - Pepsi Beverages Company March 2012 - September 2013
The Dannon Company November 2010 - March 2012
Ameriprise Financial September 2009 - November 2010
Robert Half International 2010 - 2010
Skills
Word, PowerPoint, Hyperion, Microsoft Word, Forecasting, Financial Analysis, Financial Modeling, Marketing, Financial Reporting, Management, Inventory Management, SAP, Sales, Accounting, Customer Service, Access, Microsoft Excel, Budgets, Microsoft Office, Pricing, Business Planning, P&L, Analysis
Education
Spring 2008CEFAM University 2009 — 2010
Study abroad, Finance, Economics and Marketing; Finance Major
Siena College 2006 — 2010
BS, Finance
PepsiCo June 2015 - Present
PepsiCo - Pepsi Beverages Company September 2013 - June 2015
PepsiCo - Pepsi Beverages Company March 2012 - September 2013
The Dannon Company November 2010 - March 2012
Ameriprise Financial September 2009 - November 2010
Robert Half International 2010 - 2010
Skills
Word, PowerPoint, Hyperion, Microsoft Word, Forecasting, Financial Analysis, Financial Modeling, Marketing, Financial Reporting, Management, Inventory Management, SAP, Sales, Accounting, Customer Service, Access, Microsoft Excel, Budgets, Microsoft Office, Pricing, Business Planning, P&L, Analysis
Education
Spring 2008CEFAM University 2009 — 2010
Study abroad, Finance, Economics and Marketing; Finance Major
Siena College 2006 — 2010
BS, Finance
Amanda Smola Amanda Smola's Ameriprise Financial Experience 2008 - 2012
Job Veterinary Technician at Port City Veterniary Referral Hospital
Industry Veterinary
Experience
Port City Veterniary Referral Hospital October 2012 - Present
Johnson Supply Co., Inc. April 2012 - July 2012
Ameriprise Financial 2008 - 2012
Salon Aquavit August 2007 - August 2008
Crowne Plaza Hotel February 2005 - December 2007
Salon Portfolio February 2004 - August 2007
Skills
Marketing Strategy, Email Marketing, Marketing Management, Event Planning, Event Management, Special Events, Corporate Events, Administrative Support, Sales Support, Expense Management, Databases, Database Administration, Client Relationship...
Education
Southern New Hampshire University 2005 — 2008
B.S., Marketing, Convention and Event Management, 3.8
Port City Veterniary Referral Hospital October 2012 - Present
Johnson Supply Co., Inc. April 2012 - July 2012
Ameriprise Financial 2008 - 2012
Salon Aquavit August 2007 - August 2008
Crowne Plaza Hotel February 2005 - December 2007
Salon Portfolio February 2004 - August 2007
Skills
Marketing Strategy, Email Marketing, Marketing Management, Event Planning, Event Management, Special Events, Corporate Events, Administrative Support, Sales Support, Expense Management, Databases, Database Administration, Client Relationship...
Education
Southern New Hampshire University 2005 — 2008
B.S., Marketing, Convention and Event Management, 3.8
Eileen Mullins Eileen Mullins's Ameriprise Financial Experience May 1994 - October 2009
Job Insurance Customer Service Representative
Industry Financial Services
Experience
Nationwide Insurance and Financial Services April 2013 - Present
AXA Advisors/ Studemont Group June 2010 - November 2012
Ameriprise Financial May 1994 - October 2009
Skills
Insurance, Strategic Financial..., Investments, Life Insurance, Financial Advisory, Retirement Planning, Financial Planning, Retirement, Finance, Series 7, Mutual Funds, Securities, Financial Planners, Asset Allocation, Investment Advisory, Salesforce.com, E-money, Alternative Investments, Uniform Combined State..., FINRA, Wealth
Education
INS ETC 2013 — 2013
General Lines Property and Casualty
Sam Houston State University
Self study
Series 7, 66 Life, Health, Annuity, Property, Casualty
Nationwide Insurance and Financial Services April 2013 - Present
AXA Advisors/ Studemont Group June 2010 - November 2012
Ameriprise Financial May 1994 - October 2009
Skills
Insurance, Strategic Financial..., Investments, Life Insurance, Financial Advisory, Retirement Planning, Financial Planning, Retirement, Finance, Series 7, Mutual Funds, Securities, Financial Planners, Asset Allocation, Investment Advisory, Salesforce.com, E-money, Alternative Investments, Uniform Combined State..., FINRA, Wealth
Education
INS ETC 2013 — 2013
General Lines Property and Casualty
Sam Houston State University
Self study
Series 7, 66 Life, Health, Annuity, Property, Casualty
Terry Higgins Terry Higgins's Ameriprise Financial Experience August 2004 - November 2009
Job Sr. Director, Network Delivery, Network Operations, Data Center Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2014
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Financial August 2004 - November 2009
Qwest Communications 1999 - 2004
Express Scripts 1996 - 1999
MSI Insurance 1988 - 1996
Wang Laboratories 1984 - 1988
Norwest Information Service 1982 - 1984
TCF Bank 1980 - 1982
Skills
Data Center, WAN, Network Security, VPN, Integration, Team Building, Disaster Recovery, ITIL, Information Technology, Wireless, Telecommunications, Leadership, Project Management, Software Development, Domain Names, Infrastructure, Vendor Management, TCP/IP, Troubleshooting, Cross-functional Team..., Active Directory, Program Management, Process Improvement, Call Centers, Wireless Security, VMware, VoIP, Windows Server, Virtualization, Enterprise Software, IT Operations, Technical Support, Cloud Computing, Enterprise Architecture, Team Leadership, Cisco Technologies, SDLC, IT Service Management, IT Management, IT Strategy, Governance, Project Portfolio...
Education
Alexander Ramsey Sr High
Saint Mary's University of Minnesota
BSc, Telecommunications
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2014
Ameriprise Financial Services, Inc. October 2009 - October 2012
Ameriprise Financial August 2004 - November 2009
Qwest Communications 1999 - 2004
Express Scripts 1996 - 1999
MSI Insurance 1988 - 1996
Wang Laboratories 1984 - 1988
Norwest Information Service 1982 - 1984
TCF Bank 1980 - 1982
Skills
Data Center, WAN, Network Security, VPN, Integration, Team Building, Disaster Recovery, ITIL, Information Technology, Wireless, Telecommunications, Leadership, Project Management, Software Development, Domain Names, Infrastructure, Vendor Management, TCP/IP, Troubleshooting, Cross-functional Team..., Active Directory, Program Management, Process Improvement, Call Centers, Wireless Security, VMware, VoIP, Windows Server, Virtualization, Enterprise Software, IT Operations, Technical Support, Cloud Computing, Enterprise Architecture, Team Leadership, Cisco Technologies, SDLC, IT Service Management, IT Management, IT Strategy, Governance, Project Portfolio...
Education
Alexander Ramsey Sr High
Saint Mary's University of Minnesota
BSc, Telecommunications
Marda Helling Marda Helling's Ameriprise Financial Experience 1990 - 2010
Job EA at Symyx Technologies
Industry Chemicals
Experience
home January 2009 - Present
Ameriprise Financial 1990 - 2010
Ameriprise Financial 1990 - 2010
Symyx Technologies April 2000 - December 2009
Bay Partners 1999 - 2000
Education
San Jose State University 1964 — 1968
home January 2009 - Present
Ameriprise Financial 1990 - 2010
Ameriprise Financial 1990 - 2010
Symyx Technologies April 2000 - December 2009
Bay Partners 1999 - 2000
Education
San Jose State University 1964 — 1968
Michelle Arndt Michelle Arndt's Ameriprise Financial Experience 1990 - 2008
Job Project Consultant with Robert Half Management Resources
Industry Health, Wellness and Fitness
Experience
Robert Half Management Resources October 2011 - Present
Nexus Community Partners 2011 - 2013
Ingenix April 2008 - July 2010
Ameriprise Financial 1990 - 2008
Deephaven Capital Management 2001 - 2003
Amex Life Assurance 1990 - 1995
Skills
Financial Modeling, Financial Analysis, Process Improvement, Variance Analysis, Finance, Forecasting, Sarbanes-Oxley Act, Budgets, Management, Project Planning, Financial Reporting, Strategic Financial..., General Ledger, Business Process..., Accounting, Essbase, Mergers & Acquisitions, Managerial Finance, Auditing, Internal Controls, Hyperion Enterprise, Financial Forecasting, SEC filings, Business Analysis, SAP, Acquisition Integration, Cost Accounting, Cash Flow, Cash Management, Internal Audit, Risk Management, Corporate Finance, Revenue Recognition, Financial Services, Analysis, Financial Accounting, Financial Planning
Education
University of St. Thomas 1996 — 1999
MBA, Business and Marketing
Sonoma State University 1984 — 1987
BA, Accounting
Wayzata High School
Robert Half Management Resources October 2011 - Present
Nexus Community Partners 2011 - 2013
Ingenix April 2008 - July 2010
Ameriprise Financial 1990 - 2008
Deephaven Capital Management 2001 - 2003
Amex Life Assurance 1990 - 1995
Skills
Financial Modeling, Financial Analysis, Process Improvement, Variance Analysis, Finance, Forecasting, Sarbanes-Oxley Act, Budgets, Management, Project Planning, Financial Reporting, Strategic Financial..., General Ledger, Business Process..., Accounting, Essbase, Mergers & Acquisitions, Managerial Finance, Auditing, Internal Controls, Hyperion Enterprise, Financial Forecasting, SEC filings, Business Analysis, SAP, Acquisition Integration, Cost Accounting, Cash Flow, Cash Management, Internal Audit, Risk Management, Corporate Finance, Revenue Recognition, Financial Services, Analysis, Financial Accounting, Financial Planning
Education
University of St. Thomas 1996 — 1999
MBA, Business and Marketing
Sonoma State University 1984 — 1987
BA, Accounting
Wayzata High School
Andrea Tilkes Andrea Tilkes's Ameriprise Financial Experience 2004 - 2008
Job Communications Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo January 2008 - December 2009
Ameriprise Financial 2004 - 2008
Wells Capital Management 1999 - 2004
Skills
Public Relations, Internal Communications, Marketing Communications, Intranet, Corporate Communications, Newsletters, Strategic Communications, Media Relations, Budgets, Program Management, Employee Engagement, Content Management, Crisis Communications, Web Content Management, Communications Planning, Social Media
Education
University of St. Thomas - Opus College of Business 2004 — 2007
Master's Certificate
Saint Mary's University of Minnesota
Bachelor’s Degree
Wells Fargo January 2010 - Present
Wells Fargo January 2008 - December 2009
Ameriprise Financial 2004 - 2008
Wells Capital Management 1999 - 2004
Skills
Public Relations, Internal Communications, Marketing Communications, Intranet, Corporate Communications, Newsletters, Strategic Communications, Media Relations, Budgets, Program Management, Employee Engagement, Content Management, Crisis Communications, Web Content Management, Communications Planning, Social Media
Education
University of St. Thomas - Opus College of Business 2004 — 2007
Master's Certificate
Saint Mary's University of Minnesota
Bachelor’s Degree
Jason Mclaughlin's Ameriprise Financial Experience 1995 - 2002
Job Branch Manager at NFM Lending
Industry Banking
Experience
NFM Lending (formerly NFM, Inc.) 2002 - Present
Ameriprise Financial 1995 - 2002
Skills
VA loans, Refinance, Reverse Mortgages, Mortgage Banking, Loan Origination, USDA, Credit Analysis, Mortgage Lending, FHA, Residential Mortgages, Loans, FHA financing, Certified Mortgage..., Credit, Investments, Business Development, Rates, Government Loans, Real Estate, Mortgage Underwriting, First Time Home Buyers, Commercial Lending, Mortgage Marketing, Sales, Underwriting, Finance, Real Estate Financing, Referrals, Home Equity Loans, Construction Loans, Real Estate Economics, Consumer Lending, Banking, Non-Conforming, Investment Properties, Home Equity Lines of..., 203K, Loan Servicing, REO, Mortgage Servicing, Loss Mitigation, Foreclosures, Investors, Short Sales, Real Estate Transactions, Financial Services, Residential Homes, Commercial Mortgages, Debt Consolidation, Home Equity
Education
Salisbury University - Perdue School of Business
Business Adminstration, Finance
MSJ
MSJ
MSJ
NFM Lending (formerly NFM, Inc.) 2002 - Present
Ameriprise Financial 1995 - 2002
Skills
VA loans, Refinance, Reverse Mortgages, Mortgage Banking, Loan Origination, USDA, Credit Analysis, Mortgage Lending, FHA, Residential Mortgages, Loans, FHA financing, Certified Mortgage..., Credit, Investments, Business Development, Rates, Government Loans, Real Estate, Mortgage Underwriting, First Time Home Buyers, Commercial Lending, Mortgage Marketing, Sales, Underwriting, Finance, Real Estate Financing, Referrals, Home Equity Loans, Construction Loans, Real Estate Economics, Consumer Lending, Banking, Non-Conforming, Investment Properties, Home Equity Lines of..., 203K, Loan Servicing, REO, Mortgage Servicing, Loss Mitigation, Foreclosures, Investors, Short Sales, Real Estate Transactions, Financial Services, Residential Homes, Commercial Mortgages, Debt Consolidation, Home Equity
Education
Salisbury University - Perdue School of Business
Business Adminstration, Finance
MSJ
MSJ
MSJ
Raymond Douglas's Ameriprise Financial Experience April 1993 - March 1996
Job Vice President of Strategic Communications Planning
Industry Marketing and Advertising
Experience
Optimedia US August 2009 - Present
ZenithOptimedia December 2007 - August 2009
Winnercomm October 2006 - December 2007
Publicis Groupe January 2003 - September 2006
Publicis Groupe March 1999 - December 2002
Publicis Groupe March 1997 - March 1999
Publicis Groupe June 1996 - March 1997
Ameriprise Financial April 1993 - March 1996
Skills
Project Planning, Marketing Strategy, Strategy Development, Market Research, New Media, Strategy, CRM, Strategic Planning, Business Development, Advertising, Leadership, Management, Integrated Marketing, Strategic Communications, Digital Marketing, Marketing
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Corporate Finance and Strategic Management
University of North Texas 1988 — 1992
BBA, Marketing
Optimedia US August 2009 - Present
ZenithOptimedia December 2007 - August 2009
Winnercomm October 2006 - December 2007
Publicis Groupe January 2003 - September 2006
Publicis Groupe March 1999 - December 2002
Publicis Groupe March 1997 - March 1999
Publicis Groupe June 1996 - March 1997
Ameriprise Financial April 1993 - March 1996
Skills
Project Planning, Marketing Strategy, Strategy Development, Market Research, New Media, Strategy, CRM, Strategic Planning, Business Development, Advertising, Leadership, Management, Integrated Marketing, Strategic Communications, Digital Marketing, Marketing
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Corporate Finance and Strategic Management
University of North Texas 1988 — 1992
BBA, Marketing
Cammy Smith's Ameriprise Financial Experience March 2005 - May 2006
Job Production and Post Production Film & Video
Industry Entertainment
Experience
Kaleidoscope Productions February 2008 - Present
Delphi Productions, Kaleidoscope Productions July 2007 - January 2008
Spy Post Digital April 2007 - June 2007
Ameriprise Financial March 2005 - May 2006
Halliburton Homes 2003 - 2004
Candid Camera 2001 - 2002
"Son Of the Beach" Episodic Television 2000 - 2002
Wild Eye Pictures 1999 - 2000
Various production companies 1998 - 1999
Rock, Paper, Scissors Post Production June 1998 - December 1998
Education
San Diego State University-California State University
Kaleidoscope Productions February 2008 - Present
Delphi Productions, Kaleidoscope Productions July 2007 - January 2008
Spy Post Digital April 2007 - June 2007
Ameriprise Financial March 2005 - May 2006
Halliburton Homes 2003 - 2004
Candid Camera 2001 - 2002
"Son Of the Beach" Episodic Television 2000 - 2002
Wild Eye Pictures 1999 - 2000
Various production companies 1998 - 1999
Rock, Paper, Scissors Post Production June 1998 - December 1998
Education
San Diego State University-California State University
Martin Boonkham's Ameriprise Financial Experience December 2005 - September 2008
Job IT Field Technician at Canyons School District
Industry Information Technology and Services
Experience
Canyons School District April 2012 - Present
The Cambridge Financial Center August 2010 - September 2011
QA3 Financial December 2008 - November 2009
Ameriprise Financial December 2005 - September 2008
US Investigations Service Inc June 2000 - July 2001
Specialty Eye Care Centre July 1999 - May 2000
Columbia Missouri Police Department January 1998 - May 1999
Skills
Executive Protection
Education
Counter Terrorism Institute of America (UT) 2011 — 2011
Certified Dignitary Protection Operator (CDPO), Executive Protection
Seattle University School of Law 2002 — 2005
Juris Doctor, LAW
Law Enforcement Training Institute - University of MO - Columbia 1998 — 1998
POST Certification
Truman State University 1991 — 1997
B.S., Biology, Criminal Justice
Parkway Central 1987 — 1991
High School Diploma
Canyons School District April 2012 - Present
The Cambridge Financial Center August 2010 - September 2011
QA3 Financial December 2008 - November 2009
Ameriprise Financial December 2005 - September 2008
US Investigations Service Inc June 2000 - July 2001
Specialty Eye Care Centre July 1999 - May 2000
Columbia Missouri Police Department January 1998 - May 1999
Skills
Executive Protection
Education
Counter Terrorism Institute of America (UT) 2011 — 2011
Certified Dignitary Protection Operator (CDPO), Executive Protection
Seattle University School of Law 2002 — 2005
Juris Doctor, LAW
Law Enforcement Training Institute - University of MO - Columbia 1998 — 1998
POST Certification
Truman State University 1991 — 1997
B.S., Biology, Criminal Justice
Parkway Central 1987 — 1991
High School Diploma
Jeff Stremcha's Ameriprise Financial Experience February 2005 - March 2011
Job Retired
Industry Financial Services
Experience
My House January 2011 - Present
Ameriprise Financial February 2005 - March 2011
Ameriprise Financial Advisors 2005 - 2011
American Express 1984 - 2005
Skills
Vendor Management, SDLC, Process Improvement, Financial Services, IT Strategy, Business Analysis, Program Management, Risk Management, Change Management, Business Process..., Enterprise Architecture, Portfolio Management, Strategic Planning, PMO, Project Portfolio..., Cross-functional Team..., Relationship Management, Project Management, Outsourcing, Team Building, Credit, Governance, Business Transformation, Strategy, Leadership, Business Process, CRM, Business Intelligence
Education
Southwest Minnesota State University
My House January 2011 - Present
Ameriprise Financial February 2005 - March 2011
Ameriprise Financial Advisors 2005 - 2011
American Express 1984 - 2005
Skills
Vendor Management, SDLC, Process Improvement, Financial Services, IT Strategy, Business Analysis, Program Management, Risk Management, Change Management, Business Process..., Enterprise Architecture, Portfolio Management, Strategic Planning, PMO, Project Portfolio..., Cross-functional Team..., Relationship Management, Project Management, Outsourcing, Team Building, Credit, Governance, Business Transformation, Strategy, Leadership, Business Process, CRM, Business Intelligence
Education
Southwest Minnesota State University
Noelle Cafagna Owens's Ameriprise Financial Experience November 2001 - April 2008
Job Financial Plan Service Provider/Trainer/Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial November 2001 - April 2008
Education
San Francisco State University
BA, Philosophy
Ameriprise Financial Services, Inc. October 2008 - Present
Ameriprise Financial November 2001 - April 2008
Education
San Francisco State University
BA, Philosophy
Jeremy Dearden's Ameriprise Financial Experience September 2007 - October 2008
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments October 2011 - August 2012
E*TRADE Financial December 2008 - September 2011
Ameriprise Financial September 2007 - October 2008
Altiris August 2002 - December 2006
Financial Fusion March 2000 - May 2001
Novell May 1999 - March 2000
Moore Corporation September 1997 - February 1998
Skills
Series 7, Series 63, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Finance, Customer Service, Retirement, Team Building, Strategic Planning, Portfolio Management, Asset Allocation, Project Management, Financial Services, Leadership
Education
Utah State University 1997 — 1999
B.S., Business Info Systems Management
Salt Lake Community College 1996 — 1997
A.A.S., General Education
Taylorsville High School 1986 — 1989
High School Diploma, General Studies
Fidelity Investments August 2012 - Present
Fidelity Investments October 2011 - August 2012
E*TRADE Financial December 2008 - September 2011
Ameriprise Financial September 2007 - October 2008
Altiris August 2002 - December 2006
Financial Fusion March 2000 - May 2001
Novell May 1999 - March 2000
Moore Corporation September 1997 - February 1998
Skills
Series 7, Series 63, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Finance, Customer Service, Retirement, Team Building, Strategic Planning, Portfolio Management, Asset Allocation, Project Management, Financial Services, Leadership
Education
Utah State University 1997 — 1999
B.S., Business Info Systems Management
Salt Lake Community College 1996 — 1997
A.A.S., General Education
Taylorsville High School 1986 — 1989
High School Diploma, General Studies
michelle liddi's Ameriprise Financial Experience May 2008 - August 2009
Job Recruiting Specialist
Industry Staffing and Recruiting
Experience
East County Veterans 2011 - 2011
Ameriprise Financial May 2008 - August 2009
Culver Careers November 2007 - April 2008
California Closets February 2006 - November 2007
Shea Homes 2002 - 2005
Accenture 1999 - 2002
Education
San Jose State University 1992 — 1996
Bachelors of Art, Speech Communication
East County Veterans 2011 - 2011
Ameriprise Financial May 2008 - August 2009
Culver Careers November 2007 - April 2008
California Closets February 2006 - November 2007
Shea Homes 2002 - 2005
Accenture 1999 - 2002
Education
San Jose State University 1992 — 1996
Bachelors of Art, Speech Communication
Daniel Luth's Ameriprise Financial Experience March 1998 - July 2007
Job Technology Capital Portfolio Manager
Industry Hospital & Health Care
Experience
UnitedHealth Group April 2014 - Present
Ameriprise Financial March 1998 - July 2007
Arthur Andersen 1981 - 1983
Skills
Project Portfolio..., Program Management, Project Management, Healthcare Information..., Educational Leadership, Educational Technology, IT Strategy, Leadership, Change Management
Education
Simpson College 1977 — 1981
Accounting
UnitedHealth Group April 2014 - Present
Ameriprise Financial March 1998 - July 2007
Arthur Andersen 1981 - 1983
Skills
Project Portfolio..., Program Management, Project Management, Healthcare Information..., Educational Leadership, Educational Technology, IT Strategy, Leadership, Change Management
Education
Simpson College 1977 — 1981
Accounting
Mary Davie's Ameriprise Financial Experience September 2000 - April 2007
Job Owner, All About Events, Inc.
Industry Events Services
Experience
All About Events, Inc. 2007 - Present
Ameriprise Financial September 2000 - April 2007
Education
Southern Illinois University, Carbondale
All About Events, Inc. 2007 - Present
Ameriprise Financial September 2000 - April 2007
Education
Southern Illinois University, Carbondale
Brian Worden's Ameriprise Financial Experience August 2007 - May 2008
Job Instructional Design Supervisor at Capella Education Company
Industry Education Management
Experience
Capella Education Company April 2012 - Present
Capella Education Company December 2011 - March 2012
Capella Education Company April 2011 - December 2011
Capella Education Company October 2010 - April 2011
Capella Education Company November 2009 - October 2010
Capella Education Company May 2008 - November 2009
Ameriprise Financial August 2007 - May 2008
ISD 94 May 2000 - July 2007
Skills
Budgets, Content Development, Curriculum Design, Curriculum Development, Data Analysis, E-Learning, Distance Learning, Educational Leadership, Educational Technology, Instructional Design, Instructional Technology, Leadership, Learning Management, Learning Management..., Teaching, Adult Education, Blended Learning, Higher Education
Education
Saint Mary's University of Minnesota 2003 — 2005
M. Ed., Teaching and Learning
Southwest Minnesota State University 1990 — 1994
Capella Education Company April 2012 - Present
Capella Education Company December 2011 - March 2012
Capella Education Company April 2011 - December 2011
Capella Education Company October 2010 - April 2011
Capella Education Company November 2009 - October 2010
Capella Education Company May 2008 - November 2009
Ameriprise Financial August 2007 - May 2008
ISD 94 May 2000 - July 2007
Skills
Budgets, Content Development, Curriculum Design, Curriculum Development, Data Analysis, E-Learning, Distance Learning, Educational Leadership, Educational Technology, Instructional Design, Instructional Technology, Leadership, Learning Management, Learning Management..., Teaching, Adult Education, Blended Learning, Higher Education
Education
Saint Mary's University of Minnesota 2003 — 2005
M. Ed., Teaching and Learning
Southwest Minnesota State University 1990 — 1994
Tiffany Huszagh's Ameriprise Financial Experience August 2006 - April 2007
Job Vanguard Flagship Services
Industry Financial Services
Experience
Vanguard June 2015 - Present
Desert Diamond LLC September 2003 - Present
JPMorgan Chase & Co. September 2011 - April 2015
USAA July 2010 - August 2011
JPMorgan Chase September 2007 - July 2010
Ameriprise Financial August 2006 - April 2007
Education
Pan Am International Flight Academy 2002 — 2003
Professional Pilot
Southern Illinois University, Carbondale 1997 — 2002
Aviation
Vanguard June 2015 - Present
Desert Diamond LLC September 2003 - Present
JPMorgan Chase & Co. September 2011 - April 2015
USAA July 2010 - August 2011
JPMorgan Chase September 2007 - July 2010
Ameriprise Financial August 2006 - April 2007
Education
Pan Am International Flight Academy 2002 — 2003
Professional Pilot
Southern Illinois University, Carbondale 1997 — 2002
Aviation
Judi Shaw's Ameriprise Financial Experience October 2004 - December 2007
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Storables November 2005 - Present
Ameriprise Financial October 2004 - December 2007
Kansai Gaidai University April 1999 - March 2004
Skills
Publishing, Teaching
Education
San Francisco State University 1990 — 1992
San Francisco Art Institute 1976 — 1978
BFA, Ceramic Sculpture
Storables November 2005 - Present
Ameriprise Financial October 2004 - December 2007
Kansai Gaidai University April 1999 - March 2004
Skills
Publishing, Teaching
Education
San Francisco State University 1990 — 1992
San Francisco Art Institute 1976 — 1978
BFA, Ceramic Sculpture
Jason Deppner's Ameriprise Financial Experience 2003 - 2006
Job Owner, Deppner Accounting Services
Industry Accounting
Experience
Deppner Accounting Services 2006 - Present
Ameriprise Financial 2003 - 2006
Education
Shippensburg University of Pennsylvania 1998 — 2003
Deppner Accounting Services 2006 - Present
Ameriprise Financial 2003 - 2006
Education
Shippensburg University of Pennsylvania 1998 — 2003
Judy Lesniewski's Ameriprise Financial Experience August 2014 - Present
Job Paraplanner
Industry Financial Services
Experience
Ameriprise Financial August 2014 - Present
Christ's Church of Yukon January 2008 - August 2014
Smith & Nephew 1990 - 2000
Education
Southern Nazarene University
Bachelor of Applied Science (B.A.Sc.)
Ameriprise Financial August 2014 - Present
Christ's Church of Yukon January 2008 - August 2014
Smith & Nephew 1990 - 2000
Education
Southern Nazarene University
Bachelor of Applied Science (B.A.Sc.)
Rick Greene, JD, CFS's Ameriprise Financial Experience August 2001 - Present
Job Advanced Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2001 - Present
Informatica Corp. 2000 - 2001
Greene Investigations 1979 - 2000
Education
Santa Clara University School of Law 1976 — 1980
JD
University of California, Santa Cruz 1974 — 1976
BA, Political Science, International Relations
Ameriprise Financial August 2001 - Present
Informatica Corp. 2000 - 2001
Greene Investigations 1979 - 2000
Education
Santa Clara University School of Law 1976 — 1980
JD
University of California, Santa Cruz 1974 — 1976
BA, Political Science, International Relations
Steve Knoebber, AAMS®'s Ameriprise Financial Experience February 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2007 - Present
Ameriprise Financial January 2006 - February 2007
Ameriprise Financial August 2004 - January 2006
Education
Southern Illinois University, Carbondale 1999 — 2003
B.S., Finance, Business Economics
Ameriprise Financial February 2007 - Present
Ameriprise Financial January 2006 - February 2007
Ameriprise Financial August 2004 - January 2006
Education
Southern Illinois University, Carbondale 1999 — 2003
B.S., Finance, Business Economics
Bonnie Deloy's Ameriprise Financial Experience March 2015 - Present
Job Sr. Manager, Sales Reporting and Analysis at Ameriprise Financial
Industry Medical Devices
Experience
Ameriprise Financial March 2015 - Present
St.Jude Medical February 2013 - March 2015
Thomson Reuters March 2006 - February 2013
Skills
Leadership, Business Analysis, Training, Management, well developed analytic..., business process..., requirements gathering, high level of accuracy, Business Objects 4.0..., Salesforce, Microsoft Office Suite..., collaboration, Varicent, SQL
Education
Saint Mary's University of Minnesota 2010 — 2012
Bachelor of Science, Business, 3.83 GPA
Inver Hills Community College 2008 — 2010
AS, Contemporary Business
Ameriprise Financial March 2015 - Present
St.Jude Medical February 2013 - March 2015
Thomson Reuters March 2006 - February 2013
Skills
Leadership, Business Analysis, Training, Management, well developed analytic..., business process..., requirements gathering, high level of accuracy, Business Objects 4.0..., Salesforce, Microsoft Office Suite..., collaboration, Varicent, SQL
Education
Saint Mary's University of Minnesota 2010 — 2012
Bachelor of Science, Business, 3.83 GPA
Inver Hills Community College 2008 — 2010
AS, Contemporary Business
Robert Jittrikawiphol's Ameriprise Financial Experience October 2007 - February 2008
Job Student Affairs Advisor at UC Berkeley
Industry Higher Education
Experience
UC Berkeley October 2007 - Present
Ameriprise Financial October 2007 - February 2008
UC Berkeley October 1997 - January 2007
Skills
Event Planning, Project Management, Marketing, Consulting, Business Planning, Logistics, Legal Advice, Research, Non-profits, Community Outreach, Data Analysis, Public Speaking, Microsoft Office, Qualitative Research, Public Policy, Customer Service, Leadership, Strategy, Policy Analysis, Nonprofits, Social Networking, Program Evaluation, Budgets, Grant Writing, Fundraising, Training, Student Affairs, Social Media, Blogging, Higher Education, Program Development, Leadership Development, Volunteer Management, Program Management, Student Development
Education
San Francisco State University 2004 — 2007
MBA, International Business, Economics
University of California, Berkeley 1998 — 2002
BA, Anthropology
UC Berkeley October 2007 - Present
Ameriprise Financial October 2007 - February 2008
UC Berkeley October 1997 - January 2007
Skills
Event Planning, Project Management, Marketing, Consulting, Business Planning, Logistics, Legal Advice, Research, Non-profits, Community Outreach, Data Analysis, Public Speaking, Microsoft Office, Qualitative Research, Public Policy, Customer Service, Leadership, Strategy, Policy Analysis, Nonprofits, Social Networking, Program Evaluation, Budgets, Grant Writing, Fundraising, Training, Student Affairs, Social Media, Blogging, Higher Education, Program Development, Leadership Development, Volunteer Management, Program Management, Student Development
Education
San Francisco State University 2004 — 2007
MBA, International Business, Economics
University of California, Berkeley 1998 — 2002
BA, Anthropology
Eric Binder's Ameriprise Financial Experience January 2006 - January 2008
Job COO at Spongelle LLC
Industry Cosmetics
Experience
Spongelle LLC January 2007 - Present
Ameriprise Financial January 2006 - January 2008
Skills
Customer Service, Small Business, Management, Marketing, Accounting, Finance, Inventory Management, Accounts Payable, QuickBooks, Social Media Marketing, Sales Management, New Business Development, Budgets, Social Media, Business Development, Sales, Investments, Real Estate
Education
University of California, Santa Barbara 2002 — 2006
Business-Economics, Economics
Santa Monica College 2001 — 2002
Business Economics, Accounting
Spongelle LLC January 2007 - Present
Ameriprise Financial January 2006 - January 2008
Skills
Customer Service, Small Business, Management, Marketing, Accounting, Finance, Inventory Management, Accounts Payable, QuickBooks, Social Media Marketing, Sales Management, New Business Development, Budgets, Social Media, Business Development, Sales, Investments, Real Estate
Education
University of California, Santa Barbara 2002 — 2006
Business-Economics, Economics
Santa Monica College 2001 — 2002
Business Economics, Accounting
Melisa Engebritson's Ameriprise Financial Experience May 2005 - April 2009
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Ameriprise Financial May 2005 - April 2009
Ameriprise Financial Services, In May 2005 - January 2007
Charles Schwab January 2002 - January 2005
Charles Schwab April 1997 - January 2002
PaineWebber April 1995 - April 1997
Education
San Diego State University-California State University
Bachelors, Public Finance Administration
Fidelity Investments August 2011 - Present
Ameriprise Financial May 2005 - April 2009
Ameriprise Financial Services, In May 2005 - January 2007
Charles Schwab January 2002 - January 2005
Charles Schwab April 1997 - January 2002
PaineWebber April 1995 - April 1997
Education
San Diego State University-California State University
Bachelors, Public Finance Administration
Shannon Winger, PMP's Ameriprise Financial Experience August 2007 - March 2011
Job Project Manager
Industry Government Administration
Experience
Hennepin County May 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - December 2012
Ameriprise Financial August 2007 - March 2011
Ameriprise Financial Services, Inc. January 1998 - August 2007
Skills
Problem Solving, Project Management, Vendor Management, PMP, PMO, Business Analysis, SDLC, Project Portfolio..., Requirements Analysis, Governance, Visio, Analysis, Business Process, Business Process..., Business Requirements, IT Strategy, MS Project, Process Improvement, Program Management, Project Delivery, Requirements Gathering
Education
Saint Mary's University of Minnesota
Master of Arts (M.A.), Business Administration and Management, General
University of St. Thomas
Bachelor of Science (BS), Finance and Financial Management Services
University of St. Thomas
Mini Masters, Project Management
Hennepin County May 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - December 2012
Ameriprise Financial August 2007 - March 2011
Ameriprise Financial Services, Inc. January 1998 - August 2007
Skills
Problem Solving, Project Management, Vendor Management, PMP, PMO, Business Analysis, SDLC, Project Portfolio..., Requirements Analysis, Governance, Visio, Analysis, Business Process, Business Process..., Business Requirements, IT Strategy, MS Project, Process Improvement, Program Management, Project Delivery, Requirements Gathering
Education
Saint Mary's University of Minnesota
Master of Arts (M.A.), Business Administration and Management, General
University of St. Thomas
Bachelor of Science (BS), Finance and Financial Management Services
University of St. Thomas
Mini Masters, Project Management
Mary Berroteran's Ameriprise Financial Experience 2001 - 2008
Job Client Service Manager at Deborah T. Federick, CRPCAmeriprise Financial Services, Inc.
Industry Financial Services
Experience
Deborah T. Federick, CRPC January 2014 - Present
Mary Berroteran - Buisness Solutions August 2013 - January 2014
Weinman Geoscience a division of Global Geophysical 2010 - April 2013
Community of Spiritual Connection June 2011 - August 2012
Ameriprise Financial 2001 - 2008
Skills
Team Leadership, New Business Development, Microsoft Office, Customer Service, Team Building, Accounting, Event Planning, Public Speaking, Strategic Planning, Microsoft Word, Social Media, Training, Microsoft Excel, Marketing, Leadership, Research, Event Management, Coaching
Education
Southern Methodist University - Cox School of Business
BBA, Marketing
Deborah T. Federick, CRPC January 2014 - Present
Mary Berroteran - Buisness Solutions August 2013 - January 2014
Weinman Geoscience a division of Global Geophysical 2010 - April 2013
Community of Spiritual Connection June 2011 - August 2012
Ameriprise Financial 2001 - 2008
Skills
Team Leadership, New Business Development, Microsoft Office, Customer Service, Team Building, Accounting, Event Planning, Public Speaking, Strategic Planning, Microsoft Word, Social Media, Training, Microsoft Excel, Marketing, Leadership, Research, Event Management, Coaching
Education
Southern Methodist University - Cox School of Business
BBA, Marketing
Shannon Gallop's Ameriprise Financial Experience 2003 - 2005
Job Investment Consultant
Industry Financial Services
Experience
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Clark Lindsley, CRPC®'s Ameriprise Financial Experience March 2005 - August 2009
Job Financial Industry, Series 9 and 10
Industry Financial Services
Experience
Bank of America/ Merrill Lynch November 2011 - Present
Merrill Lynch, Pierce, Fenner and Smith 2011 - Present
TD Ameritrade August 2009 - March 2010
Ameriprise Financial March 2005 - August 2009
Sears Holdings Management Corporation January 2001 - March 2005
XO Communications January 2000 - March 2002
Qwest Communications April 1997 - March 2000
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Financial Services, Investment Strategies, Portfolio Management, Risk Management, Asset Management, Financial Analysis
Education
Southern Methodist University 1980 — 1982
B.S., Economics
Southern Methodist University 1980 — 1982
B.A., Psychology
Bank of America/ Merrill Lynch November 2011 - Present
Merrill Lynch, Pierce, Fenner and Smith 2011 - Present
TD Ameritrade August 2009 - March 2010
Ameriprise Financial March 2005 - August 2009
Sears Holdings Management Corporation January 2001 - March 2005
XO Communications January 2000 - March 2002
Qwest Communications April 1997 - March 2000
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Retirement, Financial Services, Investment Strategies, Portfolio Management, Risk Management, Asset Management, Financial Analysis
Education
Southern Methodist University 1980 — 1982
B.S., Economics
Southern Methodist University 1980 — 1982
B.A., Psychology
Jeff Timonen's Ameriprise Financial Experience October 2013 - Present
Job Ameriprise Financial Svcs
Industry Financial Services
Experience
Ameriprise Financial October 2013 - Present
Skills
Coaching, Business Development, Leadership, Series 7, Sales, Retirement Planning, Marketing, Investments, Retirement
Education
Southwest Minnesota State University 2006 — 2009
Bachelor of Science in Finance
Ameriprise Financial October 2013 - Present
Skills
Coaching, Business Development, Leadership, Series 7, Sales, Retirement Planning, Marketing, Investments, Retirement
Education
Southwest Minnesota State University 2006 — 2009
Bachelor of Science in Finance
Shannon Hargrove's Ameriprise Financial Experience March 2006 - June 2008
Job Business System Administrator Client and Advisor Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2008 - Present
Ameriprise Financial March 2006 - June 2008
Skills
Vendor Management, Business Analysis, Project Management, PeopleSoft, SharePoint, Data Analysis, Training, Leadership, Process Improvement, Change Management
Education
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Ameriprise Financial Services, Inc. June 2008 - Present
Ameriprise Financial March 2006 - June 2008
Skills
Vendor Management, Business Analysis, Project Management, PeopleSoft, SharePoint, Data Analysis, Training, Leadership, Process Improvement, Change Management
Education
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Andrea Suchy-Shinn's Ameriprise Financial Experience 2003 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2007 - Present
Money Pit Enterprises, LLC May 2006 - Present
Ameriprise Financial 2003 - 2007
YWCA August 1999 - May 2003
United States Department of Defense May 1996 - August 1999
Education
University of Maryland College Park 1996 — 1999
BA, Business, Finance, Biochemistry
San Diego City College 1992 — 1995
AA, Liberal Arts, Biochemistry
Ameriprise Financial Services, Inc. 2007 - Present
Money Pit Enterprises, LLC May 2006 - Present
Ameriprise Financial 2003 - 2007
YWCA August 1999 - May 2003
United States Department of Defense May 1996 - August 1999
Education
University of Maryland College Park 1996 — 1999
BA, Business, Finance, Biochemistry
San Diego City College 1992 — 1995
AA, Liberal Arts, Biochemistry
Bradley Thiele's Ameriprise Financial Experience December 2004 - April 2005
Job Insurance and Financial Services Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance June 2015 - Present
Farmers Insurance September 2013 - June 2015
Farmers Insurance January 2007 - March 2013
Farmers Insurance June 2005 - January 2007
Ameriprise Financial December 2004 - April 2005
CorVel Corporation October 2001 - December 2004
Skills
Coaching, Cold Calling, Commercial Insurance, Customer Retention, Customer Service, District Management, Employee Benefits, Financial Services, Fixed Annuities, General Insurance, Health Insurance, Homeowners, Insurance, Leadership, Liability, Life Insurance, Management, Marketing, Nonprofits, Microsoft Excel, Property, Recruiting, Sales Management, Selling, Small Business, Strategic Financial..., Strategic Planning, Team Building, Time Management, Training, Umbrella Insurance, Underwriting, Whole Life, Workers Compensation, Term Life Insurance, Casualty Insurance, Retirement Planning, Universal Life, Account Management
Education
San Diego State University-California State University 1997 — 2000
Bachelor’s Degree, English
Sierra College 1993 — 1996
Business
Farmers Insurance June 2015 - Present
Farmers Insurance September 2013 - June 2015
Farmers Insurance January 2007 - March 2013
Farmers Insurance June 2005 - January 2007
Ameriprise Financial December 2004 - April 2005
CorVel Corporation October 2001 - December 2004
Skills
Coaching, Cold Calling, Commercial Insurance, Customer Retention, Customer Service, District Management, Employee Benefits, Financial Services, Fixed Annuities, General Insurance, Health Insurance, Homeowners, Insurance, Leadership, Liability, Life Insurance, Management, Marketing, Nonprofits, Microsoft Excel, Property, Recruiting, Sales Management, Selling, Small Business, Strategic Financial..., Strategic Planning, Team Building, Time Management, Training, Umbrella Insurance, Underwriting, Whole Life, Workers Compensation, Term Life Insurance, Casualty Insurance, Retirement Planning, Universal Life, Account Management
Education
San Diego State University-California State University 1997 — 2000
Bachelor’s Degree, English
Sierra College 1993 — 1996
Business
Emily Short's Ameriprise Financial Experience July 2006 - July 2008
Job Project Coordinator at County of San Mateo
Industry Information Technology and Services
Experience
County of San Mateo August 2015 - Present
County of San Mateo October 2014 - Present
BMW of Mountain View April 2011 - Present
iXsystems March 2013 - August 2013
Ameriprise Financial July 2006 - July 2008
Sephora August 2004 - December 2005
Bank One January 2002 - January 2004
United Airlines 1995 - 2001
Skills
Microsoft Excel, Customer Service, Process Improvement, Program Management, Budgets, Strategic Planning, Social Networking, Troubleshooting, Java, JavaScript, Inventory Management, Windows, Visual Basic, PowerPoint, Visio, Event Planning, Teamwork
Education
San Jose State University 2010 — 2013
Bachelor's Degree, Management Information Systems
West Valley College 2007 — 2010
AA, Business Administration
West Valley College 2007 — 2010
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
County of San Mateo August 2015 - Present
County of San Mateo October 2014 - Present
BMW of Mountain View April 2011 - Present
iXsystems March 2013 - August 2013
Ameriprise Financial July 2006 - July 2008
Sephora August 2004 - December 2005
Bank One January 2002 - January 2004
United Airlines 1995 - 2001
Skills
Microsoft Excel, Customer Service, Process Improvement, Program Management, Budgets, Strategic Planning, Social Networking, Troubleshooting, Java, JavaScript, Inventory Management, Windows, Visual Basic, PowerPoint, Visio, Event Planning, Teamwork
Education
San Jose State University 2010 — 2013
Bachelor's Degree, Management Information Systems
West Valley College 2007 — 2010
AA, Business Administration
West Valley College 2007 — 2010
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Thomas Edgar's Ameriprise Financial Experience December 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial December 2001 - Present
JPMorgan Chase 1987 - 2001
Education
Saint Michael's College 1983 — 1987
B.A., Business Admin. - Finance
Ameriprise Financial December 2001 - Present
JPMorgan Chase 1987 - 2001
Education
Saint Michael's College 1983 — 1987
B.A., Business Admin. - Finance
Rachael Nash's Ameriprise Financial Experience October 2005 - July 2012
Job Director, Enterprise HR Reporting at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial October 2005 - July 2012
Ameriprise Financial July 1994 - October 2005
Skills
Human Resources, Management, Process Improvement, Performance Management, Analysis, Six Sigma, Cross-functional Team..., PeopleSoft, Project Management, Talent Management, Business Analysis, Recruiting, Onboarding, Financial Services, Applicant Tracking..., Talent Acquisition
Education
Salt Lake Community College 1994 — 1995
General Studies
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial October 2005 - July 2012
Ameriprise Financial July 1994 - October 2005
Skills
Human Resources, Management, Process Improvement, Performance Management, Analysis, Six Sigma, Cross-functional Team..., PeopleSoft, Project Management, Talent Management, Business Analysis, Recruiting, Onboarding, Financial Services, Applicant Tracking..., Talent Acquisition
Education
Salt Lake Community College 1994 — 1995
General Studies
Carol Heigelmann's Ameriprise Financial Experience September 2008 - April 2009
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Lorin Murphy Peterson's Ameriprise Financial Experience February 2009 - November 2011
Job Senior Product Manager External Products Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - March 2012
Ameriprise Financial February 2009 - November 2011
Skills
Wealth Management, Financial Services, Securities, Mutual Funds, Series 7
Education
Sarah Lawrence College 2000 — 2002
Near and Middle Eastern Studies
University of Colorado Boulder 1978 — 1982
Political Science and Government
Sara
Ameriprise Financial Services, Inc. November 2011 - March 2012
Ameriprise Financial February 2009 - November 2011
Skills
Wealth Management, Financial Services, Securities, Mutual Funds, Series 7
Education
Sarah Lawrence College 2000 — 2002
Near and Middle Eastern Studies
University of Colorado Boulder 1978 — 1982
Political Science and Government
Sara
David Dunnmon, MBA's Ameriprise Financial Experience 2005 - 2012
Job Experienced Project Manager
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. November 2014 - February 2015
Prime Therapeutics November 2013 - May 2014
Wells Fargo Shareowner Services September 2013 - October 2013
Prime Therapeutics November 2012 - August 2013
Ameriprise Financial 2005 - 2012
Ameriprise Financial 2003 - 2005
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1998 - 2001
Team Development Group 1993 - 1998
Interplastic Corporation 1990 - 1992
Skills
Process Improvement, Strategic Planning, Financial Management, Budget Development, Leadership Development, Managerial Finance, Six Sigma, Business Process..., Business Process..., Project Planning, Leadership, Staff Development, Change Management, Cross-functional Team..., Program Management, Business Analysis, Business Process, Strategy, Project Management, Analysis, Management, Training, Budgets, Organizational..., Business Transformation
Education
University of North Florida - College of Business Administration 1978 — 1983
MBA, Finance
Southern Polytechnic State University 1970 — 1974
BSME, Mechanical Engineering
Ameriprise Financial Services, Inc. November 2014 - February 2015
Prime Therapeutics November 2013 - May 2014
Wells Fargo Shareowner Services September 2013 - October 2013
Prime Therapeutics November 2012 - August 2013
Ameriprise Financial 2005 - 2012
Ameriprise Financial 2003 - 2005
Ameriprise Financial 2001 - 2003
Ameriprise Financial 1998 - 2001
Team Development Group 1993 - 1998
Interplastic Corporation 1990 - 1992
Skills
Process Improvement, Strategic Planning, Financial Management, Budget Development, Leadership Development, Managerial Finance, Six Sigma, Business Process..., Business Process..., Project Planning, Leadership, Staff Development, Change Management, Cross-functional Team..., Program Management, Business Analysis, Business Process, Strategy, Project Management, Analysis, Management, Training, Budgets, Organizational..., Business Transformation
Education
University of North Florida - College of Business Administration 1978 — 1983
MBA, Finance
Southern Polytechnic State University 1970 — 1974
BSME, Mechanical Engineering
Michelle Arndt's Ameriprise Financial Experience July 1990 - February 2008
Job Financial Consultant at Ingenix
Industry Hospital & Health Care
Experience
Ingenix (UnitedHealth Group) 2008 - Present
Ameriprise Financial July 1990 - February 2008
Education
Sonoma State University 1984 — 1987
BA, Accounting
Ingenix (UnitedHealth Group) 2008 - Present
Ameriprise Financial July 1990 - February 2008
Education
Sonoma State University 1984 — 1987
BA, Accounting
cheryle cafiero's Ameriprise Financial Experience April 2006 - July 2011
Job Experienced Compliance Professional
Industry Financial Services
Experience
Ameriprise Financial April 2006 - July 2011
American Express Financial Advisors May 2003 - November 2005
American Express Financial Advisors May 1999 - April 2003
American Express Financial Advisors August 1992 - April 2003
Skills
Series 7
Education
Southern New Hampshire University 2006 — 2006
accounting
Ameriprise Financial April 2006 - July 2011
American Express Financial Advisors May 2003 - November 2005
American Express Financial Advisors May 1999 - April 2003
American Express Financial Advisors August 1992 - April 2003
Skills
Series 7
Education
Southern New Hampshire University 2006 — 2006
accounting
Rex Naylor's Ameriprise Financial Experience 1991 - Present
Job CFP® Financial Advisor Ameriprise Financial Naylor & Associates
Industry Financial Services
Experience
Ameriprise Financial 1991 - Present
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Business Administration
Ameriprise Financial 1991 - Present
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science (BS), Business Administration
Pauline McClymonds's Ameriprise Financial Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - April 2009
Ameriprise Financial 2007 - 2009
Education
Slippery Rock University of Pennsylvania 1966 — 1969
BS Ed, General Science
Ameriprise Financial Services, Inc. January 2007 - April 2009
Ameriprise Financial 2007 - 2009
Education
Slippery Rock University of Pennsylvania 1966 — 1969
BS Ed, General Science
Brandon Ferris's Ameriprise Financial Experience June 2002 - October 2005
Job CEO at PürMEDICA Nutritional Science, Inc.
Industry Alternative Medicine
Experience
PürMEDICA Nutritional Science, Inc. January 2011 - Present
Exemplar Financial Network November 2008 - December 2010
TCF Bank November 2005 - October 2008
Ameriprise Financial June 2002 - October 2005
Skills
Marketing, Business Management, Management, Sales Management, Team Building, Sales, Strategic Planning, Business Development
Education
Southern Illinois University, Carbondale 1998 — 2000
Bachelor of Science (B.S.), Advertising, Business
Southern Illinois University, Carbondale 1997 — 2000
Bachelor's, Business, Advertising
PürMEDICA Nutritional Science, Inc. January 2011 - Present
Exemplar Financial Network November 2008 - December 2010
TCF Bank November 2005 - October 2008
Ameriprise Financial June 2002 - October 2005
Skills
Marketing, Business Management, Management, Sales Management, Team Building, Sales, Strategic Planning, Business Development
Education
Southern Illinois University, Carbondale 1998 — 2000
Bachelor of Science (B.S.), Advertising, Business
Southern Illinois University, Carbondale 1997 — 2000
Bachelor's, Business, Advertising
Kristen Clawson's Ameriprise Financial Experience June 2014 - Present
Job Client Service Manager
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Bramble Berry Soapmaking Supplies April 2013 - September 2013
Bramble Berry Soapmaking Supplies January 2012 - April 2013
Bramble Berry Soapmaking Supplies May 2010 - January 2012
Linda's Tavern June 2006 - January 2010
Skills
Microsoft Office, Social Media, Microsoft Word, Marketing, Adobe Creative Suite, Process Improvement, Customer Service, Microsoft Excel, Communication, Oral & Written..., Photoshop, Outlook, QuickBooks, Collaboration, Collaborative Problem..., Brand Development, Photo Editor, Web Content, Cosmetics, Skin Care Products, Color Theory, Project Management, Client Services, Client Relations, Administration, Calendaring, Editorial Calendars, Executive Calendar...
Education
Seattle Central Community College 2006 — 2008
Associate of Applied Science, Apparel Design and Services
Ameriprise Financial June 2014 - Present
Bramble Berry Soapmaking Supplies April 2013 - September 2013
Bramble Berry Soapmaking Supplies January 2012 - April 2013
Bramble Berry Soapmaking Supplies May 2010 - January 2012
Linda's Tavern June 2006 - January 2010
Skills
Microsoft Office, Social Media, Microsoft Word, Marketing, Adobe Creative Suite, Process Improvement, Customer Service, Microsoft Excel, Communication, Oral & Written..., Photoshop, Outlook, QuickBooks, Collaboration, Collaborative Problem..., Brand Development, Photo Editor, Web Content, Cosmetics, Skin Care Products, Color Theory, Project Management, Client Services, Client Relations, Administration, Calendaring, Editorial Calendars, Executive Calendar...
Education
Seattle Central Community College 2006 — 2008
Associate of Applied Science, Apparel Design and Services
Rachel Page CFP®, ChFC®, CLU®, MBA's Ameriprise Financial Experience January 2008 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
Ameriprise Financial August 1986 - January 2008
Education
Thunderbird School of Global Management 2010 — 2011
Executive MBA
Skidmore College
BA, Government
Ameriprise Financial January 2008 - Present
Ameriprise Financial August 1986 - January 2008
Education
Thunderbird School of Global Management 2010 — 2011
Executive MBA
Skidmore College
BA, Government
Susan Schoenberger Hockers's Ameriprise Financial Experience August 2003 - 2006
Job Sr. Communications Specialist
Industry Writing and Editing
Experience
Ameriprise Auto & Home Insurance August 2006 - Present
Ameriprise Financial August 2003 - 2006
Skills
Newsletters, Marketing, Blogging, Social Media, Direct Marketing, Marketing Communications, Public Relations, Editing, Facebook, Copywriting, Media Relations, Online Marketing
Education
Saint Mary's University of Minnesota
BA, English, Art History
Ameriprise Auto & Home Insurance August 2006 - Present
Ameriprise Financial August 2003 - 2006
Skills
Newsletters, Marketing, Blogging, Social Media, Direct Marketing, Marketing Communications, Public Relations, Editing, Facebook, Copywriting, Media Relations, Online Marketing
Education
Saint Mary's University of Minnesota
BA, English, Art History
Greg Gomer's Ameriprise Financial Experience 2006 - 2006
Job CAPT, MSC, US Navy (RC) & Program Manager & Consultant
Industry Military
Experience
US Navy January 1984 - Present
US Navy January 1984 - Present
US Navy January 1984 - Present
Military Health System, US Navy 1984 - Present
Business Technology Strategy Solutions, Inc. 2000 - 2011
Concord 2007 - 2008
National-Louis University 2003 - 2008
Integral Business Solutions 2006 - 2007
Integral Business Solutions 2006 - 2007
Ameriprise Financial 2006 - 2006
Education
Webster University School of Business & Technology 1988 — 1989
MBA, Executive Business Leadership & Management
Webster University School of Business & Technology 1984 — 1986
MA, Information Technology Managment & Business Administration
The University of South Dakota School of Business 1981 — 1983
BS, Health Services Administration
South Dakota State University 1979 — 1981
Commercial Economics
US Navy January 1984 - Present
US Navy January 1984 - Present
US Navy January 1984 - Present
Military Health System, US Navy 1984 - Present
Business Technology Strategy Solutions, Inc. 2000 - 2011
Concord 2007 - 2008
National-Louis University 2003 - 2008
Integral Business Solutions 2006 - 2007
Integral Business Solutions 2006 - 2007
Ameriprise Financial 2006 - 2006
Education
Webster University School of Business & Technology 1988 — 1989
MBA, Executive Business Leadership & Management
Webster University School of Business & Technology 1984 — 1986
MA, Information Technology Managment & Business Administration
The University of South Dakota School of Business 1981 — 1983
BS, Health Services Administration
South Dakota State University 1979 — 1981
Commercial Economics
Christopher Laflamme's Ameriprise Financial Experience 2009 - 2010
Job Software QA Analyst
Industry Information Technology and Services
Experience
Tyler Technologies January 2013 - August 2015
Tyler Technologies April 2011 - January 2013
Ameriprise Financial 2009 - 2010
Skills
User Experience, Team Leadership, Leadership, Customer Service, Project Management, Microsoft Office, Program Management, Management, Process Improvement, Marketing, Troubleshooting, Marketing Strategy, Software Documentation
Education
University of Southern Maine 2012 — 2014
Educational Psychology
Saint Michael's College 2002 — 2006
Bachelor's Degree, Philosophy
Tyler Technologies January 2013 - August 2015
Tyler Technologies April 2011 - January 2013
Ameriprise Financial 2009 - 2010
Skills
User Experience, Team Leadership, Leadership, Customer Service, Project Management, Microsoft Office, Program Management, Management, Process Improvement, Marketing, Troubleshooting, Marketing Strategy, Software Documentation
Education
University of Southern Maine 2012 — 2014
Educational Psychology
Saint Michael's College 2002 — 2006
Bachelor's Degree, Philosophy
Joseph Coulson, MBA, APMA's Ameriprise Financial Experience 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Smith Barney 2000 - 2009
Bank of America and Sutter Securities 1991 - 2000
Education
San Francisco State University 1989 — 1991
MBA, Finance
University of Virginia 1980 — 1984
Ba, Psychology
Tower Hill School 1979 — 1980
Phillips Exeter Academy 1976 — 1979
Ameriprise Financial 2009 - Present
Smith Barney 2000 - 2009
Bank of America and Sutter Securities 1991 - 2000
Education
San Francisco State University 1989 — 1991
MBA, Finance
University of Virginia 1980 — 1984
Ba, Psychology
Tower Hill School 1979 — 1980
Phillips Exeter Academy 1976 — 1979
Ashley Silvey's Ameriprise Financial Experience August 2006 - June 2008
Job Co Manager, LOFT at ANN INC.
Industry Retail
Experience
ANN INC. November 2014 - Present
Bed Bath & Beyond 2012 - November 2014
Walgreens June 2010 - June 2012
Walgreens February 2011 - September 2011
UNH Center September 2008 - May 2010
Ameriprise Financial August 2006 - June 2008
Skills
Management, Customer Service, Microsoft Office, Sales, Time Management, Microsoft Excel, PowerPoint, Leadership, Training, Outlook, Retail
Education
Salem State University 2015 — 2017
Master's degree, Education -Middle School Mathematics
University of New Hampshire 2006 — 2010
Bachelor of Arts, Business Administration; Management
The University of Queensland 2009 — 2009
Bachelor of Science (BS)
ANN INC. November 2014 - Present
Bed Bath & Beyond 2012 - November 2014
Walgreens June 2010 - June 2012
Walgreens February 2011 - September 2011
UNH Center September 2008 - May 2010
Ameriprise Financial August 2006 - June 2008
Skills
Management, Customer Service, Microsoft Office, Sales, Time Management, Microsoft Excel, PowerPoint, Leadership, Training, Outlook, Retail
Education
Salem State University 2015 — 2017
Master's degree, Education -Middle School Mathematics
University of New Hampshire 2006 — 2010
Bachelor of Arts, Business Administration; Management
The University of Queensland 2009 — 2009
Bachelor of Science (BS)
Sharon Bellows's Ameriprise Financial Experience August 2006 - October 2014
Job Privacy Program Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial August 2006 - October 2014
Skills
Investments, Fund Accounting, Asset Management, Securities, Mutual Funds, Employee Training, Project Management, People Management, Problem Management, Analysis, Leadership, Financial Analysis
Education
University of St. Thomas
Master's Degree, Business Administration and Management, General
Southwest Minnesota State University
Bachelor's Degree, Marketing
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial August 2006 - October 2014
Skills
Investments, Fund Accounting, Asset Management, Securities, Mutual Funds, Employee Training, Project Management, People Management, Problem Management, Analysis, Leadership, Financial Analysis
Education
University of St. Thomas
Master's Degree, Business Administration and Management, General
Southwest Minnesota State University
Bachelor's Degree, Marketing
Joanne Cirocco, CFP's Ameriprise Financial Experience 1985 - Present
Job Private Wealth Advisor Cirocco, Fels & Styczynski A private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial 1985 - Present
Education
San Jose State University 1968 — 1976
M.A., Education; Counseling; Psychology
Ameriprise Financial 1985 - Present
Education
San Jose State University 1968 — 1976
M.A., Education; Counseling; Psychology
Hannah Merrick, MBA's Ameriprise Financial Experience September 2007 - September 2008
Job Project Manager, Tufts CTSI
Industry Education Management
Experience
Tufts Medical Center September 2014 - Present
MIT May 2011 - September 2014
The People's Academy Inc March 2010 - September 2014
MIT February 2011 - May 2011
Lake Region Middle School August 2009 - June 2010
Portland Housing Authority Riverton Park Ed Center September 2008 - October 2009
Windham Middle School January 2009 - June 2009
Ameriprise Financial September 2007 - September 2008
Tuscola High School August 2006 - June 2007
Skills
Organization, Editing, Non-profits, Grant Writing, Creative Problem Solving, Drupal, Community Outreach, Program Development, Research, Program Management, Project Management, Management, Nonprofits, Fundraising, Event Planning, Grant Administration
Education
Simmons School of Management 2012 — 2015
Master of Business Administration (MBA)
Brevard College 2003 — 2005
B.A., English
Tufts Medical Center September 2014 - Present
MIT May 2011 - September 2014
The People's Academy Inc March 2010 - September 2014
MIT February 2011 - May 2011
Lake Region Middle School August 2009 - June 2010
Portland Housing Authority Riverton Park Ed Center September 2008 - October 2009
Windham Middle School January 2009 - June 2009
Ameriprise Financial September 2007 - September 2008
Tuscola High School August 2006 - June 2007
Skills
Organization, Editing, Non-profits, Grant Writing, Creative Problem Solving, Drupal, Community Outreach, Program Development, Research, Program Management, Project Management, Management, Nonprofits, Fundraising, Event Planning, Grant Administration
Education
Simmons School of Management 2012 — 2015
Master of Business Administration (MBA)
Brevard College 2003 — 2005
B.A., English
Donna Shalek's Ameriprise Financial Experience January 2010 - Present
Job office manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2010 - Present
Royal Insurance Co January 1990 - January 1993
Skills
Event Planning, Sales, Marketing, Microsoft Word
Education
University of Rochester 1981 — 1985
Bachelor's degree, Political Science and Government
Seton Hall University
Doctor of Law (JD), Insurance
Ameriprise Financial January 2010 - Present
Royal Insurance Co January 1990 - January 1993
Skills
Event Planning, Sales, Marketing, Microsoft Word
Education
University of Rochester 1981 — 1985
Bachelor's degree, Political Science and Government
Seton Hall University
Doctor of Law (JD), Insurance
Danian Peo's Ameriprise Financial Experience July 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
Education
University of San Francisco 2009 — 2011
MS, Financial Analysis
San Francisco State University 1996 — 2000
BS, Business Administration
Ameriprise Financial July 2007 - Present
Education
University of San Francisco 2009 — 2011
MS, Financial Analysis
San Francisco State University 1996 — 2000
BS, Business Administration
Adrienne Ward's Ameriprise Financial Experience February 2005 - Present
Job Administrative Assistant at Gioia & Associates, a private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2005 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Sales, Marketing, Social Media, Strategic Planning
Education
Saint Peter's University 1977 — 1981
Bachelor of Science, Marketing
Ameriprise Financial February 2005 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Sales, Marketing, Social Media, Strategic Planning
Education
Saint Peter's University 1977 — 1981
Bachelor of Science, Marketing
Zachary Bono's Ameriprise Financial Experience May 2010 - February 2011
Job RFP Specialist at Federated Investors
Industry Financial Services
Experience
Federated Investors September 2014 - Present
Federated Investors, Inc. February 2013 - September 2014
Federated Investors May 2011 - February 2013
Ameriprise Financial May 2010 - February 2011
Skills
Mutual Funds, Competitive Analysis, Money Market Funds, Variable Annuities, Closed-end Funds, Morningstar Direct, Lipper, Zephyr Style Advisor, Bloomberg Terminal, ThomsonOne, iMoneyNet
Education
Saint Vincent College 2007 — 2011
Bachelor of Science, Major: Finance - Minor: Accounting
Federated Investors September 2014 - Present
Federated Investors, Inc. February 2013 - September 2014
Federated Investors May 2011 - February 2013
Ameriprise Financial May 2010 - February 2011
Skills
Mutual Funds, Competitive Analysis, Money Market Funds, Variable Annuities, Closed-end Funds, Morningstar Direct, Lipper, Zephyr Style Advisor, Bloomberg Terminal, ThomsonOne, iMoneyNet
Education
Saint Vincent College 2007 — 2011
Bachelor of Science, Major: Finance - Minor: Accounting
Devin Richman's Ameriprise Financial Experience July 2010 - August 2010
Job
Industry Internet
Experience
Doodware Inc January 2011 - Present
Ameriprise Financial July 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Visual Basic
Education
Southern Methodist University 2007 — 2011
BS, Economics with Financial Applications
Doodware Inc January 2011 - Present
Ameriprise Financial July 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Visual Basic
Education
Southern Methodist University 2007 — 2011
BS, Economics with Financial Applications
Joe Blaze's Ameriprise Financial Experience February 2010 - October 2011
Job Senior Accountant at Aplegen, Inc.
Industry Biotechnology
Experience
Aplegen, Inc. September 2011 - Present
AMERIPRISE FINANCIAL February 2010 - October 2011
ROBERT HALF December 2007 - March 2009
PITCO Foods October 2006 - July 2007
Bentek Inc. February 1999 - August 2006
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Internal Controls
Education
Santa Clara University
Bachelor's Degree, Finance
Aplegen, Inc. September 2011 - Present
AMERIPRISE FINANCIAL February 2010 - October 2011
ROBERT HALF December 2007 - March 2009
PITCO Foods October 2006 - July 2007
Bentek Inc. February 1999 - August 2006
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Internal Controls
Education
Santa Clara University
Bachelor's Degree, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.