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
Taylor J. Hamilton, CFA Taylor J. Hamilton, CFA's Ameriprise Financial Experience June 2004 - April 2008
Job Associate at The Brunswick Group
Industry Financial Services
Experience
Brunswick Group April 2014 - Present
RBC Capital Markets August 2011 - April 2014
Big Brothers Big Sisters of Los Angeles June 2010 - August 2011
IBISWorld September 2009 - August 2011
Ameriprise Financial June 2004 - April 2008
Skills
Financial Modeling, Asset Allocation, Economics, Bloomberg, Analysis, Mutual Funds, Fixed Income, Qualitative Research, Research, Management
Education
University of California, Berkeley 2000 — 2004
Bachelors of Arts, Political Science
Vintage High School 1996 — 2000
Brunswick Group April 2014 - Present
RBC Capital Markets August 2011 - April 2014
Big Brothers Big Sisters of Los Angeles June 2010 - August 2011
IBISWorld September 2009 - August 2011
Ameriprise Financial June 2004 - April 2008
Skills
Financial Modeling, Asset Allocation, Economics, Bloomberg, Analysis, Mutual Funds, Fixed Income, Qualitative Research, Research, Management
Education
University of California, Berkeley 2000 — 2004
Bachelors of Arts, Political Science
Vintage High School 1996 — 2000
Jeff Martin, CRPC® Jeff Martin, CRPC®'s Ameriprise Financial Experience April 2006 - September 2009
Job Regional VP & Financial Advisor at Talon Wealth Management
Industry Financial Services
Experience
Talon Wealth Management May 2012 - Present
SunTrust Bank September 2009 - July 2011
Ameriprise Financial April 2006 - September 2009
Wireless Retail / SC Kiosks Inc March 2004 - August 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Asset Allocation, Estate Planning, Insurance, FINRA, Wealth Management, Mutual Funds, Personal Finance, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, Asset Management, Securities, Finance, High Net Worth..., Wealth Management..., Asset Managment, IRAs, Variable Annuities, Investment Strategies, Small Business, Alternative Investments, 401k, Financial Services, Investment Management, Series 66, Financial Planning
Education
University of Central Florida - College of Business Administration 2000 — 2002
Accounting, Business
University of Central Florida 1997 — 2002
Bachelor of Science, Accounting
Osceola High school
Talon Wealth Management May 2012 - Present
SunTrust Bank September 2009 - July 2011
Ameriprise Financial April 2006 - September 2009
Wireless Retail / SC Kiosks Inc March 2004 - August 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Asset Allocation, Estate Planning, Insurance, FINRA, Wealth Management, Mutual Funds, Personal Finance, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, Asset Management, Securities, Finance, High Net Worth..., Wealth Management..., Asset Managment, IRAs, Variable Annuities, Investment Strategies, Small Business, Alternative Investments, 401k, Financial Services, Investment Management, Series 66, Financial Planning
Education
University of Central Florida - College of Business Administration 2000 — 2002
Accounting, Business
University of Central Florida 1997 — 2002
Bachelor of Science, Accounting
Osceola High school
Justin Kaufmann Justin Kaufmann's Ameriprise Financial Experience January 2008 - March 2009
Job Solutions Architect at Salesforce
Industry Computer Software
Experience
Salesforce September 2015 - Present
Salesforce February 2013 - August 2015
Raytheon January 2011 - February 2013
Raytheon August 2009 - December 2010
Ameriprise Financial January 2008 - March 2009
Skills
Financial Analysis, Financial Reporting, Pricing, Financial Modeling, Business Analysis, Proposal Writing, Analysis, Business Strategy, Business Planning, Cost Model Development, Earned Value Management, Presentations, Management, Data Analysis, Microsoft Excel, PowerPoint, Salesforce.com, Microsoft Office, Customer Service, Sales
Education
University of California, Santa Barbara 2005 — 2009
Bachelors of Arts, Business Economics
Salesforce September 2015 - Present
Salesforce February 2013 - August 2015
Raytheon January 2011 - February 2013
Raytheon August 2009 - December 2010
Ameriprise Financial January 2008 - March 2009
Skills
Financial Analysis, Financial Reporting, Pricing, Financial Modeling, Business Analysis, Proposal Writing, Analysis, Business Strategy, Business Planning, Cost Model Development, Earned Value Management, Presentations, Management, Data Analysis, Microsoft Excel, PowerPoint, Salesforce.com, Microsoft Office, Customer Service, Sales
Education
University of California, Santa Barbara 2005 — 2009
Bachelors of Arts, Business Economics
Laura Compton's Ameriprise Financial Experience October 2014 - July 2015
Job Universal Banker at Pilot Bank
Industry Financial Services
Experience
Pilot Bank July 2015 - Present
Ameriprise Financial October 2014 - July 2015
CapTrust Advisors, LLC January 2014 - August 2014
Dillards May 2013 - December 2013
Hollister Co. June 2012 - July 2013
Skills
Sales, Leadership, Social Networking, Customer Service, Group Work, Time Management, Teamwork, Grouping, Retail, Finance, Microsoft Word, Retail Sales, Data Entry, PowerPoint, Telephone Skills, Critical Thinking, Problem Solving, Organization, Communication, Positivity, Market Analysis, Investment Strategies, Market Research
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance and Marketing
University of Central Florida 2011 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Pilot Bank July 2015 - Present
Ameriprise Financial October 2014 - July 2015
CapTrust Advisors, LLC January 2014 - August 2014
Dillards May 2013 - December 2013
Hollister Co. June 2012 - July 2013
Skills
Sales, Leadership, Social Networking, Customer Service, Group Work, Time Management, Teamwork, Grouping, Retail, Finance, Microsoft Word, Retail Sales, Data Entry, PowerPoint, Telephone Skills, Critical Thinking, Problem Solving, Organization, Communication, Positivity, Market Analysis, Investment Strategies, Market Research
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance and Marketing
University of Central Florida 2011 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Ugo Amobi's Ameriprise Financial Experience August 2006 - August 2008
Job Partner at Santamaria & Amobi Consultants, LLC
Industry Investment Management
Experience
Santamaria & Amobi Consultants, LLC 2010 - Present
Job-Locator.com May 2005 - Present
Rain Cosmetics 2010 - 2012
Ameriprise Financial August 2006 - August 2008
Skills
Investments, Private Equity, Venture Capital, Estate Planning, Financial Advisory, Small Business, Economics, Mergers, Strategic Financial..., Entrepreneur, Entrepreneurship, Securities, Real Estate, Start-ups, Investors, Equities, Due Diligence, Retirement, Risk Management, Real Estate Financing, Mutual Funds, Asset Management, Finance, Investment Properties, Investment Banking, Banking, Fixed Annuities, Series 7, Investment Management, Credit, Financial Analysis, Accounting, Business Planning, Financial Modeling, Investment Strategies, Investor Relations, Corporate Development, Emerging Markets, Joint Ventures, Retirement Planning, Personal Finance, Mergers & Acquisitions, Strategy, Wealth, Loans, Series 63, Commercial Real Estate, Valuation
Education
University of Cambridge 2004 — 2006
Bachelor of Science (BS), Economics
University of Redlands 2002 — 2004
Bachelors of Science, Industry Analysis
Santamaria & Amobi Consultants, LLC 2010 - Present
Job-Locator.com May 2005 - Present
Rain Cosmetics 2010 - 2012
Ameriprise Financial August 2006 - August 2008
Skills
Investments, Private Equity, Venture Capital, Estate Planning, Financial Advisory, Small Business, Economics, Mergers, Strategic Financial..., Entrepreneur, Entrepreneurship, Securities, Real Estate, Start-ups, Investors, Equities, Due Diligence, Retirement, Risk Management, Real Estate Financing, Mutual Funds, Asset Management, Finance, Investment Properties, Investment Banking, Banking, Fixed Annuities, Series 7, Investment Management, Credit, Financial Analysis, Accounting, Business Planning, Financial Modeling, Investment Strategies, Investor Relations, Corporate Development, Emerging Markets, Joint Ventures, Retirement Planning, Personal Finance, Mergers & Acquisitions, Strategy, Wealth, Loans, Series 63, Commercial Real Estate, Valuation
Education
University of Cambridge 2004 — 2006
Bachelor of Science (BS), Economics
University of Redlands 2002 — 2004
Bachelors of Science, Industry Analysis
David Shackelford, CFP®, CRPC® David Shackelford, CFP®, CRPC®'s Ameriprise Financial Experience April 2015 - Present
Job Branch Manager | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Ameriprise Financial January 2009 - Present
Merrill Lynch March 1998 - December 2008
Education
University of California, Davis 1994 — 1997
BA Economics, Economics
SFSU 2007 — 2007
Executive Certificate in Financial Plannig
Ameriprise Financial April 2015 - Present
Ameriprise Financial January 2009 - Present
Merrill Lynch March 1998 - December 2008
Education
University of California, Davis 1994 — 1997
BA Economics, Economics
SFSU 2007 — 2007
Executive Certificate in Financial Plannig
Nicole May, CFP®, CLTC Nicole May, CFP®, CLTC's Ameriprise Financial Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2012 - Present
Education
University of Denver - Daniels College of Business 1991 — 1996
BSBA, Business Administration
Wharton School, University of Pennsylvania
Certificate in Retirement Planning
Ameriprise Financial September 2012 - Present
Education
University of Denver - Daniels College of Business 1991 — 1996
BSBA, Business Administration
Wharton School, University of Pennsylvania
Certificate in Retirement Planning
Bruce Irby, CRPC® Bruce Irby, CRPC®'s Ameriprise Financial Experience 1978 - Present
Job Financial Advisor at Cardinal Pointe Financial Group, A private wealth adisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1978 - Present
Education
University of Arizona 1972 — 1974
Ameriprise Financial 1978 - Present
Education
University of Arizona 1972 — 1974
Brad Gery Brad Gery's Ameriprise Financial Experience April 2007 - July 2008
Job Internal Wholesaler at Pacer Financial
Industry Financial Services
Experience
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Matt Morrison, CFP Matt Morrison, CFP's Ameriprise Financial Experience September 1975 - Present
Job Financial Advisor/Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial September 1975 - Present
Ameriprise Financial September 1978 - Present
Education
University of Arkansas 1971 — 1975
Business Administration, Finance & Real Estate
Catholic High School 1967 — 1971
Ameriprise Financial September 1975 - Present
Ameriprise Financial September 1978 - Present
Education
University of Arkansas 1971 — 1975
Business Administration, Finance & Real Estate
Catholic High School 1967 — 1971
John Raphael John Raphael's Ameriprise Financial Experience March 2005 - January 2008
Job Strategic Advisor, Pathfinder, Marketing Leader ● Brings your Vision to Fruition
Industry Management Consulting
Experience
Strategic Management January 2013 - Present
MetLife Securities, Inc. March 2009 - December 2012
Toastmasters International February 2003 - December 2009
Morgan Stanley January 2008 - February 2009
Ameriprise Financial March 2005 - January 2008
Northern California Solar Energy Association January 2003 - December 2005
Keller Graduate School of Management May 2003 - December 2004
Mattson Technology January 2001 - January 2002
Etec Systems January 1996 - December 2000
Fresh Express December 1989 - January 1993
Skills
Strategy, Leadership, Program Management, Marketing, Cross-functional Team..., Public Speaking, Finance, Project Planning, Management, Team Building, Business Planning, Business Strategy, Training, Management Consulting, Data Science, R
Education
Yale University - Yale School of Management 1981 — 1983
MPPM (MBA), Management
University of California, Berkeley 1973 — 1978
BA, Environmental Physical Sciences (Phys/Chem)
The College Preparatory School 1969 — 1973
Diploma
Coursera JHU Data Science
Strategic Management January 2013 - Present
MetLife Securities, Inc. March 2009 - December 2012
Toastmasters International February 2003 - December 2009
Morgan Stanley January 2008 - February 2009
Ameriprise Financial March 2005 - January 2008
Northern California Solar Energy Association January 2003 - December 2005
Keller Graduate School of Management May 2003 - December 2004
Mattson Technology January 2001 - January 2002
Etec Systems January 1996 - December 2000
Fresh Express December 1989 - January 1993
Skills
Strategy, Leadership, Program Management, Marketing, Cross-functional Team..., Public Speaking, Finance, Project Planning, Management, Team Building, Business Planning, Business Strategy, Training, Management Consulting, Data Science, R
Education
Yale University - Yale School of Management 1981 — 1983
MPPM (MBA), Management
University of California, Berkeley 1973 — 1978
BA, Environmental Physical Sciences (Phys/Chem)
The College Preparatory School 1969 — 1973
Diploma
Coursera JHU Data Science
Tatiá MacKinnon's Ameriprise Financial Experience July 1999 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1999 - Present
Ameriprise Financial October 2005 - February 2008
American Express Financial Advisors June 2002 - October 2005
American Express Financial Advisors October 1999 - October 2005
East Bay Pediatrics 1987 - 1996
Education
University of California, Berkeley
Ameriprise Financial July 1999 - Present
Ameriprise Financial October 2005 - February 2008
American Express Financial Advisors June 2002 - October 2005
American Express Financial Advisors October 1999 - October 2005
East Bay Pediatrics 1987 - 1996
Education
University of California, Berkeley
Laurie Klein's Ameriprise Financial Experience 2000 - 2005
Job Principal at Kaizen Financial Advisors, LLC
Industry Financial Services
Experience
Kaizen Financial Advisors October 2010 - Present
Harvest Capital Advisors May 2005 - October 2010
Ameriprise Financial 2000 - 2005
Valberg Corporation 1992 - 2000
Skills
Portfolio Management, Retirement, Financial Advisory, Financial Services, Strategic Financial..., Asset Allocation, Strategy, Investment Management, Investments, Investment Strategies, Investment Advisory, Operations Management, Retirement Planning, Estate Planning, Financial Planners
Education
University of California, Santa Barbara 1987 — 1992
BA, Economics/Accounting
Nathan Hale
Kaizen Financial Advisors October 2010 - Present
Harvest Capital Advisors May 2005 - October 2010
Ameriprise Financial 2000 - 2005
Valberg Corporation 1992 - 2000
Skills
Portfolio Management, Retirement, Financial Advisory, Financial Services, Strategic Financial..., Asset Allocation, Strategy, Investment Management, Investments, Investment Strategies, Investment Advisory, Operations Management, Retirement Planning, Estate Planning, Financial Planners
Education
University of California, Santa Barbara 1987 — 1992
BA, Economics/Accounting
Nathan Hale
Ralph Elefante Ralph Elefante's Ameriprise Financial Experience October 2010 - December 2011
Job Recruitment Coordinator at HealthCare Support
Industry Hospitality
Experience
HealthCare Support September 2015 - Present
The Walt Disney Company January 2013 - September 2015
Intrado September 2013 - May 2014
The Walt Disney Company June 2012 - January 2013
University of Delaware Office of Student Conduct February 2011 - May 2012
First Year January 2010 - May 2012
Ameriprise Financial October 2010 - December 2011
University of Delaware May 2010 - August 2010
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Statistics, Event Planning, Access, Data Analysis, Financial Analysis, Social Media, Facebook, Economics, Customer Service, Fundraising, Bloomberg, Strategic Financial..., Community Outreach, Teaching
Education
University of Delaware
Bachelor's Degree, Finance
New Rochelle High School
HealthCare Support September 2015 - Present
The Walt Disney Company January 2013 - September 2015
Intrado September 2013 - May 2014
The Walt Disney Company June 2012 - January 2013
University of Delaware Office of Student Conduct February 2011 - May 2012
First Year January 2010 - May 2012
Ameriprise Financial October 2010 - December 2011
University of Delaware May 2010 - August 2010
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Statistics, Event Planning, Access, Data Analysis, Financial Analysis, Social Media, Facebook, Economics, Customer Service, Fundraising, Bloomberg, Strategic Financial..., Community Outreach, Teaching
Education
University of Delaware
Bachelor's Degree, Finance
New Rochelle High School
Amar N. Shah, CFA, CFP® Amar N. Shah, CFA, CFP®'s Ameriprise Financial Experience July 2004 - December 2009
Job Sr. Wealth Manager at USAA
Industry Financial Services
Experience
USAA February 2011 - Present
J.P. Morgan December 2009 - September 2010
Ameriprise Financial July 2004 - December 2009
Skills
Asset Management, Insurance, Equities, Funding, Customer Relations, Certified Financial..., Personal Financial..., Relationship Management, Finance, Asset Managment, Financial Advisory, Portfolio Management, Customer Service, Credit, Financial Services, Mutual Funds, Series 7, Alternative Investments, Estate Planning, Fixed Annuities, 401k, Wealth, Wealth Management, Uniform Combined State...
Education
University of California, Riverside 2000 — 2004
Bachelor of Science
USAA February 2011 - Present
J.P. Morgan December 2009 - September 2010
Ameriprise Financial July 2004 - December 2009
Skills
Asset Management, Insurance, Equities, Funding, Customer Relations, Certified Financial..., Personal Financial..., Relationship Management, Finance, Asset Managment, Financial Advisory, Portfolio Management, Customer Service, Credit, Financial Services, Mutual Funds, Series 7, Alternative Investments, Estate Planning, Fixed Annuities, 401k, Wealth, Wealth Management, Uniform Combined State...
Education
University of California, Riverside 2000 — 2004
Bachelor of Science
Kelly L. Doyle Kelly L. Doyle's Ameriprise Financial Experience January 2007 - Present
Job Financial Advisor at Ameriprise Financial CA Insurance #0f54598
Industry Financial Services
Experience
Ameriprise Financial January 2007 - Present
Education
University of California, Santa Barbara 1998 — 2003
BA, Cultural Anthropology
Notre Dame Academy 1994 — 1998
High School Degree
Ameriprise Financial January 2007 - Present
Education
University of California, Santa Barbara 1998 — 2003
BA, Cultural Anthropology
Notre Dame Academy 1994 — 1998
High School Degree
Elicia Strazzeri Elicia Strazzeri's Ameriprise Financial Experience September 2010 - July 2012
Job Ad Operations, Manager at The Active Network
Industry Sports
Experience
The Active Network March 2014 - Present
The Active Network July 2012 - March 2014
Ameriprise Financial September 2010 - July 2012
Equity Based Services, Inc. July 2007 - September 2009
The Mobile Solution November 2003 - July 2007
Skills
Project Management, Microsoft Excel, Marketing, Inventory Management, Budgets, Outlook, Digital Media, DFP, Sales, Advertising, Account Management, Digital Marketing
Education
University of California 2004 — 2006
BA, Human Development
The Active Network March 2014 - Present
The Active Network July 2012 - March 2014
Ameriprise Financial September 2010 - July 2012
Equity Based Services, Inc. July 2007 - September 2009
The Mobile Solution November 2003 - July 2007
Skills
Project Management, Microsoft Excel, Marketing, Inventory Management, Budgets, Outlook, Digital Media, DFP, Sales, Advertising, Account Management, Digital Marketing
Education
University of California 2004 — 2006
BA, Human Development
Felix Malitsky, CRPC, CMFC, AAMS, AWMA's Ameriprise Financial Experience December 2001 - March 2010
Job Managing Partner at MetLife
Industry Financial Services
Experience
MetLife April 2010 - Present
Ameriprise Financial December 2001 - March 2010
US Army 1996 - 2004
Skills
Insurance, Retirement Planning, Series 7, Retirement, Series 63, Wealth Management, Investments, Recruiting, New Business Development, Leadership Development, Series 24, Training, Change Management, Conservation Strategies, Strategic Financial...
Education
The University of Connecticut 1997 — 2001
BA, History
MetLife April 2010 - Present
Ameriprise Financial December 2001 - March 2010
US Army 1996 - 2004
Skills
Insurance, Retirement Planning, Series 7, Retirement, Series 63, Wealth Management, Investments, Recruiting, New Business Development, Leadership Development, Series 24, Training, Change Management, Conservation Strategies, Strategic Financial...
Education
The University of Connecticut 1997 — 2001
BA, History
Beth Waggoner Beth Waggoner's Ameriprise Financial Experience January 2000 - September 2010
Job Retired
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2000 - September 2010
Ameriprise Financial January 2000 - September 2010
Camelot Travel and Detours 1973 - 1999
Skills
Retirement Planning, Project Management, Retirement, Estate Planning, Microsoft Office, Investments, Personal Development, Strategic Financial..., Wealth Management, Fixed Annuities, Financial Advisory, Investment Advisory, Personal Financial..., Personal Finance, Tax, Financial Planning
Education
College of Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
University of Colorado at Boulder 1965 — 1969
Bachelor of Arts (B.A.), English and History
Ameriprise Financial Services, Inc. February 2000 - September 2010
Ameriprise Financial January 2000 - September 2010
Camelot Travel and Detours 1973 - 1999
Skills
Retirement Planning, Project Management, Retirement, Estate Planning, Microsoft Office, Investments, Personal Development, Strategic Financial..., Wealth Management, Fixed Annuities, Financial Advisory, Investment Advisory, Personal Financial..., Personal Finance, Tax, Financial Planning
Education
College of Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
University of Colorado at Boulder 1965 — 1969
Bachelor of Arts (B.A.), English and History
Austin Douglas Austin Douglas's Ameriprise Financial Experience September 2011 - April 2012
Job President at Douglas Property Management, Inc.
Industry International Affairs
Experience
Douglas Property Management, Inc. August 2013 - Present
Santa Barbara Hillel September 2010 - May 2012
Ameriprise Financial September 2011 - April 2012
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Global Studies, Middle East Emphasis
Douglas Property Management, Inc. August 2013 - Present
Santa Barbara Hillel September 2010 - May 2012
Ameriprise Financial September 2011 - April 2012
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Global Studies, Middle East Emphasis
Ilya Rakoshes Ilya Rakoshes's Ameriprise Financial Experience October 2010 - December 2010
Job Fraud and Behavioral Analytics Expert
Industry Financial Services
Experience
PayPal August 2011 - Present
3D Group January 2011 - May 2011
Ameriprise Financial October 2010 - December 2010
Skills
Data Analysis, Fraud Prevention, Risk Analysis, Teradata, SQL, SAS, Python, CouchDB, Microsoft Office, Common Sense, Fast Learner, Thinking Outside The Box, Logical Thinker, Adaptability, Flexibility, Financial Risk, Fraud, Predictive Modeling, Risk Management, Analysis
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts
PayPal August 2011 - Present
3D Group January 2011 - May 2011
Ameriprise Financial October 2010 - December 2010
Skills
Data Analysis, Fraud Prevention, Risk Analysis, Teradata, SQL, SAS, Python, CouchDB, Microsoft Office, Common Sense, Fast Learner, Thinking Outside The Box, Logical Thinker, Adaptability, Flexibility, Financial Risk, Fraud, Predictive Modeling, Risk Management, Analysis
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts
Kevin Frutiger, CFP®, CRPC, AAMS, CFS Kevin Frutiger, CFP®, CRPC, AAMS, CFS's Ameriprise Financial Experience September 1997 - Present
Job Financial Advisor An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Education
University of Central Florida - College of Business Administration 1989 — 1994
Bachelor of Science, Finance
Ameriprise Financial September 1997 - Present
Education
University of Central Florida - College of Business Administration 1989 — 1994
Bachelor of Science, Finance
Mike Altarriba Mike Altarriba's Ameriprise Financial Experience 2008 - 2011
Job Senior SharePoint Consultant at Definitive Logic
Industry Information Technology and Services
Experience
Definitive Logic April 2013 - Present
Intel Corporation 2013 - 2013
SharePointAce Consulting Group, LLC June 2011 - December 2012
ConnectPoint Search Group 2011 - 2011
SharePointAce Consulting Group, LLC 2011 - 2011
SharePointAce Consulting Group, LLC 2011 - 2011
Direct Technology 2010 - 2011
Sacramento Salesforce User's Group 2010 - 2011
Sacramento SharePoint Users Group 2009 - 2011
Ameriprise Financial 2008 - 2011
Skills
Business Analysis, Software Development, C#, Integration, SharePoint, Business Intelligence, Application Development, Security, HTML, JavaScript, jQuery, Perl, XSL, HTML 5, Enterprise Architecture, SharePoint Designer
Education
University of California, Davis 1989 — 2000
MSEE, Electrical Engineering
Definitive Logic April 2013 - Present
Intel Corporation 2013 - 2013
SharePointAce Consulting Group, LLC June 2011 - December 2012
ConnectPoint Search Group 2011 - 2011
SharePointAce Consulting Group, LLC 2011 - 2011
SharePointAce Consulting Group, LLC 2011 - 2011
Direct Technology 2010 - 2011
Sacramento Salesforce User's Group 2010 - 2011
Sacramento SharePoint Users Group 2009 - 2011
Ameriprise Financial 2008 - 2011
Skills
Business Analysis, Software Development, C#, Integration, SharePoint, Business Intelligence, Application Development, Security, HTML, JavaScript, jQuery, Perl, XSL, HTML 5, Enterprise Architecture, SharePoint Designer
Education
University of California, Davis 1989 — 2000
MSEE, Electrical Engineering
Shawn McGrath Shawn McGrath's Ameriprise Financial Experience July 2001 - February 2010
Job Shawn McGrath, Senior Agency Account Exective at WordStream
Industry Computer Software
Experience
WordStream October 2014 - Present
The University of Arizona 2002 - Present
Oracle June 2013 - October 2014
RS Investments July 2010 - November 2012
Ameriprise Financial July 2001 - February 2010
Skills
Salesforce.com, Management, Sales, Software, CRM, Marketing, Solution Selling, Leadership, SaaS, Social Media Marketing, SEO, Security, Google Apps, Microsoft Office, Technology Integration, Enterprise Software, Account Management, Inside Sales, Google Adwords, Digital Marketing, Digital Strategy, Social Media Strategist, Content Marketing, Content Strategy, Google Analytics, PPC, SEM, Start-ups, Database, High Availability..., Professional Mentoring, Strategic Financial..., Financial Services, Mutual Funds, Securities, Retirement, Retirement Planning, Financial Planning, Investment Strategies, Finance, Morningstar, Bloomberg
Education
University of Arizona 1996 — 2001
Bachelor of Arts, Psychology
WordStream October 2014 - Present
The University of Arizona 2002 - Present
Oracle June 2013 - October 2014
RS Investments July 2010 - November 2012
Ameriprise Financial July 2001 - February 2010
Skills
Salesforce.com, Management, Sales, Software, CRM, Marketing, Solution Selling, Leadership, SaaS, Social Media Marketing, SEO, Security, Google Apps, Microsoft Office, Technology Integration, Enterprise Software, Account Management, Inside Sales, Google Adwords, Digital Marketing, Digital Strategy, Social Media Strategist, Content Marketing, Content Strategy, Google Analytics, PPC, SEM, Start-ups, Database, High Availability..., Professional Mentoring, Strategic Financial..., Financial Services, Mutual Funds, Securities, Retirement, Retirement Planning, Financial Planning, Investment Strategies, Finance, Morningstar, Bloomberg
Education
University of Arizona 1996 — 2001
Bachelor of Arts, Psychology
Cheryl Schnitzer, CRPC's Ameriprise Financial Experience January 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Edward Kelly, CFP, CLU, ChFC Edward Kelly, CFP, CLU, ChFC's Ameriprise Financial Experience 2012 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Jocelyn Fahey, PMP's Ameriprise Financial Experience January 2007 - May 2007
Job at
Industry Management Consulting
Experience
Fannie Mae April 2015 - Present
Deloitte July 2012 - April 2015
Deloitte & Touche LLP October 2010 - July 2012
FDIC July 2008 - October 2010
FDIC December 2008 - April 2009
Aberdeen Proving Ground, Aberdeen Test Center May 2007 - May 2008
Ameriprise Financial January 2007 - May 2007
Skills
SAS, Financial Modeling, Data Analysis, Financial Analysis, Analysis, Risk Management, Bloomberg Terminal, Stata, Visio, PowerPoint, Risk Analysis, Data Mining, Statistics, Microsoft Office, Microsoft Excel, Research, SNL, Data Analytics, Economic Data Analysis, Morningstar, Mortgage Banking, Data Management, Statistical Data..., Enterprise Risk..., Regulatory Compliance, Federal Government, Federal Grants..., Quality Assurance, Internal Controls, Internal Audit
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
Bachelor of Science, Finance, Economics Minor
West Virginia University 2004 — 2006
Pre-Pharmacy
Fannie Mae April 2015 - Present
Deloitte July 2012 - April 2015
Deloitte & Touche LLP October 2010 - July 2012
FDIC July 2008 - October 2010
FDIC December 2008 - April 2009
Aberdeen Proving Ground, Aberdeen Test Center May 2007 - May 2008
Ameriprise Financial January 2007 - May 2007
Skills
SAS, Financial Modeling, Data Analysis, Financial Analysis, Analysis, Risk Management, Bloomberg Terminal, Stata, Visio, PowerPoint, Risk Analysis, Data Mining, Statistics, Microsoft Office, Microsoft Excel, Research, SNL, Data Analytics, Economic Data Analysis, Morningstar, Mortgage Banking, Data Management, Statistical Data..., Enterprise Risk..., Regulatory Compliance, Federal Government, Federal Grants..., Quality Assurance, Internal Controls, Internal Audit
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
Bachelor of Science, Finance, Economics Minor
West Virginia University 2004 — 2006
Pre-Pharmacy
Ted Athans, CFP® AIF®'s Ameriprise Financial Experience February 1999 - April 2009
Job Cofounder and Director of Douglas, Athans, and Associates Wealth Management Group
Industry Financial Services
Experience
Douglas, Athans, and Associates Wealth Management Group April 2009 - Present
Ameriprise Financial February 1999 - April 2009
Education
University of California, Irvine 1992 — 1996
BA, Law and Criminology
Douglas, Athans, and Associates Wealth Management Group April 2009 - Present
Ameriprise Financial February 1999 - April 2009
Education
University of California, Irvine 1992 — 1996
BA, Law and Criminology
Matthew Ellis, CFP, ChFC, AAMS's Ameriprise Financial Experience April 1997 - Present
Job Ameriprise Financial Certified Financial Planner
Industry Financial Services
Experience
Ameriprise Financial April 1997 - Present
Education
The University of Connecticut 1993 — 1997
Bachelor of Arts
Ameriprise Financial April 1997 - Present
Education
The University of Connecticut 1993 — 1997
Bachelor of Arts
Elmer L. London Elmer L. London's Ameriprise Financial Experience January 1986 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1986 - Present
Skills
Retirement Planning, Investments, Retirement, Finance, Public Speaking, Leadership, Team Building, Customer Service, Retirement Income..., Microsoft Office, Strategic Planning
Education
University of Arkansas at Pine Bluff
B. A., Economic
Ameriprise Financial January 1986 - Present
Skills
Retirement Planning, Investments, Retirement, Finance, Public Speaking, Leadership, Team Building, Customer Service, Retirement Income..., Microsoft Office, Strategic Planning
Education
University of Arkansas at Pine Bluff
B. A., Economic
Bahram Mirhashemi Bahram Mirhashemi's Ameriprise Financial Experience September 2010 - September 2012
Job Sr. Wealth Manager at Accelerated Capital Group
Industry Financial Services
Experience
Accelerated Capital Group September 2012 - Present
Ameriprise Financial September 2010 - September 2012
Wells Fargo Investments June 2006 - September 2010
JPMorgan Chase "Formerly WM Financial Services" December 1998 - June 2005
National Securities Corporation January 1998 - August 1998
Waldron & Co., Inc. September 1997 - January 1998
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Financial Advisory, Series 7, Strategic Planning, Finance, Mutual Funds, Series 63, Estate Planning, Investment Advisory, Investment Strategies, Insurance, Retail Banking, Uniform Combined State..., Fixed Annuities, Series 65, Equities, FINRA, Financial Services, Retirement, Asset Managment, 401k, IRAs, Asset Management, High Net Worth..., Wealth, Wealth Management..., Series 6, Investment Management, Life Insurance, Variable Annuities, 401k Rollovers, Relationship Management, Private Banking, Capital Markets, Disability Insurance, Long-term Care, Trading, Investment Banking, ETFs, Fixed Income, Bonds, Separately Managed..., Personal Financial...
Education
University of California, Irvine 1991 — 1996
Bachelor of Science (B.S.), Applied Ecology
Corona del Mar High School 1987 — 1991
Accelerated Capital Group September 2012 - Present
Ameriprise Financial September 2010 - September 2012
Wells Fargo Investments June 2006 - September 2010
JPMorgan Chase "Formerly WM Financial Services" December 1998 - June 2005
National Securities Corporation January 1998 - August 1998
Waldron & Co., Inc. September 1997 - January 1998
Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Financial Advisory, Series 7, Strategic Planning, Finance, Mutual Funds, Series 63, Estate Planning, Investment Advisory, Investment Strategies, Insurance, Retail Banking, Uniform Combined State..., Fixed Annuities, Series 65, Equities, FINRA, Financial Services, Retirement, Asset Managment, 401k, IRAs, Asset Management, High Net Worth..., Wealth, Wealth Management..., Series 6, Investment Management, Life Insurance, Variable Annuities, 401k Rollovers, Relationship Management, Private Banking, Capital Markets, Disability Insurance, Long-term Care, Trading, Investment Banking, ETFs, Fixed Income, Bonds, Separately Managed..., Personal Financial...
Education
University of California, Irvine 1991 — 1996
Bachelor of Science (B.S.), Applied Ecology
Corona del Mar High School 1987 — 1991
Matthew Brodsky, CRPC® Matthew Brodsky, CRPC®'s Ameriprise Financial Experience October 2002 - Present
Job Financial Advisor at Ameriprise Financial/Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Ameriprise Financial October 2002 - Present
Skills
Finance, Wealth Management, Investments, Social Media Marketing, Strategic Planning, Insurance, Marketing Strategy, Series 7, Retirement Planning, Business Development, Sales, Personal Finance, Account Management, Estate Planning, Retirement
Education
University of California, Los Angeles 2004 — 2005
Certified Financial Planner Certificate
University of Delaware 1987 — 1991
Bachelor of Science
Ameriprise Financial October 2002 - Present
Skills
Finance, Wealth Management, Investments, Social Media Marketing, Strategic Planning, Insurance, Marketing Strategy, Series 7, Retirement Planning, Business Development, Sales, Personal Finance, Account Management, Estate Planning, Retirement
Education
University of California, Los Angeles 2004 — 2005
Certified Financial Planner Certificate
University of Delaware 1987 — 1991
Bachelor of Science
Jennifer Kwock-Lau, CFP Jennifer Kwock-Lau, CFP's Ameriprise Financial Experience October 2002 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2002 - Present
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts, (Economics, Accounting, Music)
Greenvalley
Ameriprise Financial October 2002 - Present
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts, (Economics, Accounting, Music)
Greenvalley
James Quiat James Quiat's Ameriprise Financial Experience October 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
H & R Block Financial Advisors May 2005 - October 2009
Education
University of California, Los Angeles 1971 — 1976
BA, Political Science
Ameriprise Financial October 2009 - Present
H & R Block Financial Advisors May 2005 - October 2009
Education
University of California, Los Angeles 1971 — 1976
BA, Political Science
Keith Pinkley Keith Pinkley's Ameriprise Financial Experience May 1998 - November 2008
Job Vice President, Division Sales Manager at Athene USA
Industry Financial Services
Experience
Athene Annuity & Life Assurance Company December 2011 - Present
Morgan Keegan & Company March 2011 - December 2011
Ameriprise Financial May 1998 - November 2008
MetLife January 1990 - May 1998
Skills
Financial Services, Series 7, Fixed Annuities, Retirement, Insurance, Retirement Planning, Series 63, Sales Management, Series 6, Mutual Funds, Wealth Management, Variable Annuities, Corporate Sales..., Long-term Care, Sales, 401k, Asset Management, Series 65, Life Insurance, Term Life Insurance, FINRA, Leadership
Education
University of Arkansas
Athene Annuity & Life Assurance Company December 2011 - Present
Morgan Keegan & Company March 2011 - December 2011
Ameriprise Financial May 1998 - November 2008
MetLife January 1990 - May 1998
Skills
Financial Services, Series 7, Fixed Annuities, Retirement, Insurance, Retirement Planning, Series 63, Sales Management, Series 6, Mutual Funds, Wealth Management, Variable Annuities, Corporate Sales..., Long-term Care, Sales, 401k, Asset Management, Series 65, Life Insurance, Term Life Insurance, FINRA, Leadership
Education
University of Arkansas
William Mosley William Mosley's Ameriprise Financial Experience March 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2000 - Present
Rotary 2002 - 2011
National Medical Rentals January 1975 - February 1998
Education
University of Arkansas at Little Rock 1974 — 1977
General Education and Business
Parkview High
Parkview High
Parkview High
Ameriprise Financial March 2000 - Present
Rotary 2002 - 2011
National Medical Rentals January 1975 - February 1998
Education
University of Arkansas at Little Rock 1974 — 1977
General Education and Business
Parkview High
Parkview High
Parkview High
Audrey McCoy Audrey McCoy's Ameriprise Financial Experience November 2007 - Present
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2007 - Present
H & R Block Financial 2007 - 2010
DownLite 2000 - 2010
Skills
Microsoft Office, Administrative Support, Data Entry, General Office Duties, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Access, Event Planning, Software Documentation, System Administration, Non-profits, Accounts Receivable, Community Outreach, Leadership, Lotus Notes, Social Networking, Administrative..., Process Improvement, Management, Insurance, Office Management, Budgets
Education
University of Cincinnati 1986 — 1988
Information Technology
Woodward High School 1979 — 1985
General, Math & Science
Ameriprise Financial November 2007 - Present
H & R Block Financial 2007 - 2010
DownLite 2000 - 2010
Skills
Microsoft Office, Administrative Support, Data Entry, General Office Duties, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Access, Event Planning, Software Documentation, System Administration, Non-profits, Accounts Receivable, Community Outreach, Leadership, Lotus Notes, Social Networking, Administrative..., Process Improvement, Management, Insurance, Office Management, Budgets
Education
University of Cincinnati 1986 — 1988
Information Technology
Woodward High School 1979 — 1985
General, Math & Science
Gary Cruff's Ameriprise Financial Experience February 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2002 - Present
First Interstate Bank 1988 - 1994
Education
University of California, Santa Barbara 1983 — 1989
Bachelor of Science, Mathematical Science
University of California, Santa Barbara 1983 — 1988
Bachelor of Arts, Law & Society
Ameriprise Financial February 2002 - Present
First Interstate Bank 1988 - 1994
Education
University of California, Santa Barbara 1983 — 1989
Bachelor of Science, Mathematical Science
University of California, Santa Barbara 1983 — 1988
Bachelor of Arts, Law & Society
Bruce Pullen Bruce Pullen's Ameriprise Financial Experience March 2011 - Present
Job Regional Director Franchise & Branch Development, Advise & Wealth Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Ameriprise Financial March 2011 - Present
Ameriprise Financial Services, Inc. March 2011 - Present
Puritan Wealth Management Group March 2009 - May 2010
MetLife Resources 2003 - 2009
Mutual of America 1986 - 1999
Skills
Strategic Communications, Recruiting, Thought Leadership, Strategic Financial..., Wealth Management, Leadership, Management, Banking, Series 7, Financial Services, Business Strategy, Sales Management, Management Consulting, Strategy, Retirement Planning, New Business Development, Business Development, Financial Advisory, Finance, Insurance, Investments, Series 63, Mutual Funds, Retirement, Series 6, Fixed Annuities, Asset Allocation, Investment Advisory, 401k, Securities, Uniform Combined State..., FINRA, Investment Strategies, Series 24, Series 65, Estate Planning, Portfolio Management, Life Insurance, Sales, Strategic Planning, Asset Management, Marketing, Risk Management, Relationship Management, Employee Benefits
Education
University of Central Oklahoma 1978 — 1983
BBA, Business & Petroleum Land Mgt
University of Central Oklahoma 1978 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Petroleum Land Management
Brooks Coffland Brooks Coffland's Ameriprise Financial Experience 2006 - Present
Job General Manager at Randall S. Linde & Associates, an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Agilent Technologies September 2001 - 2006
Hewlett Packard July 1983 - September 2001
Education
University of California, Los Angeles
MS, Electrical Engineering
University of Illinois at Urbana-Champaign
BS, Electrical Engineering
University of Michigan
MBA, Business Administration
Ameriprise Financial 2006 - Present
Agilent Technologies September 2001 - 2006
Hewlett Packard July 1983 - September 2001
Education
University of California, Los Angeles
MS, Electrical Engineering
University of Illinois at Urbana-Champaign
BS, Electrical Engineering
University of Michigan
MBA, Business Administration
Jennie Littman Jennie Littman's Ameriprise Financial Experience 2006 - 2008
Job visionary
Industry Health, Wellness and Fitness
Experience
MonaVie May 2008 - Present
Ameriprise Financial Advisors August 2006 - April 2008
Ameriprise Financial 2006 - 2008
University of Colorado 2004 - 2004
Education
University of Colorado Boulder 2002 — 2006
Bachelors, Accounting
MonaVie May 2008 - Present
Ameriprise Financial Advisors August 2006 - April 2008
Ameriprise Financial 2006 - 2008
University of Colorado 2004 - 2004
Education
University of Colorado Boulder 2002 — 2006
Bachelors, Accounting
Amos Satterlee Amos Satterlee's Ameriprise Financial Experience March 2006 - November 2007
Job Senior Consultant at Tailored Technologies
Industry Information Technology and Services
Experience
Tailored Technologies June 2010 - Present
Satterlee Co. December 2007 - June 2010
Ameriprise Financial March 2006 - November 2007
International Trademark Association December 1999 - December 2005
Forrester Construction Company April 1997 - March 1999
Forrester Construction Company April 1994 - March 1999
Sigal Construction Company March 1984 - April 1994
Education
University of California, Santa Cruz 1974 — 1978
BA, Environmental Planning
Tailored Technologies June 2010 - Present
Satterlee Co. December 2007 - June 2010
Ameriprise Financial March 2006 - November 2007
International Trademark Association December 1999 - December 2005
Forrester Construction Company April 1997 - March 1999
Forrester Construction Company April 1994 - March 1999
Sigal Construction Company March 1984 - April 1994
Education
University of California, Santa Cruz 1974 — 1978
BA, Environmental Planning
Michelle Holcomb Michelle Holcomb's Ameriprise Financial Experience January 2001 - Present
Job Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2001 - Present
Education
UC Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Legal Studies, General, Graduate
Ameriprise Financial January 2001 - Present
Education
UC Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Legal Studies, General, Graduate
Kent Zeidman, CRPC® Kent Zeidman, CRPC®'s Ameriprise Financial Experience January 2003 - Present
Job Financial Advisor at Ameriprise Financial, CA Insurance #OE09817
Industry Financial Services
Experience
Ameriprise Financial January 2003 - Present
Education
University of Denver 1996 — 2000
Ameriprise Financial January 2003 - Present
Education
University of Denver 1996 — 2000
Michelle Datuin Michelle Datuin's Ameriprise Financial Experience
Job Wedding Photographer Michelle Darlene Photography
Industry Photography
Experience
Ameriprise Financial
Skills
Advertising, Customer Service, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Photography, Photoshop, Portrait Photography, Social Media, Wedding Photography, Series 7
Education
University of California, Los Angeles 2004 — 2006
Ameriprise Financial
Skills
Advertising, Customer Service, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Photography, Photoshop, Portrait Photography, Social Media, Wedding Photography, Series 7
Education
University of California, Los Angeles 2004 — 2006
David Dawes David Dawes's Ameriprise Financial Experience August 2010 - May 2011
Job Business Analyst
Industry Higher Education
Experience
Northrop Grumman Corporation July 2012 - Present
CIGNA Global Health Benefits March 2011 - May 2012
Ameriprise Financial August 2010 - May 2011
JET Services August 2006 - September 2010
Digital Sports May 2007 - August 2007
Skills
Forecasting, Time Management, Analysis, Management, Market Research, Financial Analysis, Access, Payroll, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Finance, Leadership, Portfolio Management, Teamwork
Education
University of Delaware 2008 — 2012
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance
Howard High School 2003 — 2008
Maryland High School Diploma
Northrop Grumman Corporation July 2012 - Present
CIGNA Global Health Benefits March 2011 - May 2012
Ameriprise Financial August 2010 - May 2011
JET Services August 2006 - September 2010
Digital Sports May 2007 - August 2007
Skills
Forecasting, Time Management, Analysis, Management, Market Research, Financial Analysis, Access, Payroll, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Finance, Leadership, Portfolio Management, Teamwork
Education
University of Delaware 2008 — 2012
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance
Howard High School 2003 — 2008
Maryland High School Diploma
Charles Gregory Parr, CFP CLU ChFC Charles Gregory Parr, CFP CLU ChFC's Ameriprise Financial Experience September 1989 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1989 - Present
Windsor Financial Group January 1981 - August 1989
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
B.S., Finance
Ameriprise Financial September 1989 - Present
Windsor Financial Group January 1981 - August 1989
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
B.S., Finance
Scott Ashley Scott Ashley's Ameriprise Financial Experience October 2003 - May 2007
Job Regional Sales Manager at WorkSmart
Industry Information Technology and Services
Experience
WorkSmart October 2012 - Present
Windstream Hosted Solutions April 2012 - October 2012
WorkSmart September 2009 - April 2012
Home Textile Vendors May 2007 - September 2009
Ameriprise Financial October 2003 - May 2007
Advent Software September 2000 - October 2003
Skills
Consulting, Business Development, Project Management, Product Management, Sales, Relationship Management, Customer Service, Quality Assurance, Back Office, Release Management, Cloud Computing, SaaS, Managed Services, Business Analysis, Vendor Management, Disaster Recovery, Solution Selling, Data Center, Salesforce.com, Strategic Planning, New Business Development, Sales Process, Sales Management, Direct Sales, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
B.S., Finance
University of New South Wales - Sydney, Australia
WorkSmart October 2012 - Present
Windstream Hosted Solutions April 2012 - October 2012
WorkSmart September 2009 - April 2012
Home Textile Vendors May 2007 - September 2009
Ameriprise Financial October 2003 - May 2007
Advent Software September 2000 - October 2003
Skills
Consulting, Business Development, Project Management, Product Management, Sales, Relationship Management, Customer Service, Quality Assurance, Back Office, Release Management, Cloud Computing, SaaS, Managed Services, Business Analysis, Vendor Management, Disaster Recovery, Solution Selling, Data Center, Salesforce.com, Strategic Planning, New Business Development, Sales Process, Sales Management, Direct Sales, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
B.S., Finance
University of New South Wales - Sydney, Australia
Larry Hewitt, MBA, CRPC®, RHU® Larry Hewitt, MBA, CRPC®, RHU®'s Ameriprise Financial Experience July 2010 - April 2012
Job Consultant
Industry Financial Services
Experience
Large Financial Services Company March 2012 - Present
Ameriprise Financial July 2010 - April 2012
Triserv Alliance LLC November 2008 - July 2009
HCSC 2006 - 2007
HCSC 2004 - 2006
BlueCross BlueShield of OK 1997 - 2004
BlueCross BlueShield of OK 1992 - 1997
BlueCross BlueShield of OK 1987 - 1992
American Airlines 1982 - 1987
Williams Cos 1979 - 1982
Skills
Project Management, Management, Start-ups, ERP, Team Building, Vendor Management, SDLC, Business Analysis, Budgets, E-commerce, Process Improvement, Program Management, Software Development, Human Resources, Cross-functional Team..., Team Management, PMO, Business Intelligence, Finance, Marketing, Mergers & Acquisitions, Banking, Strategic Planning, Change Management, Insurance, Information Technology, Financial Planning, Retirement Planning, Retirement Plan..., Life Insurance, Health Insurance, Securities, Mutual Funds, Investment Portfolio, Variable Annuities
Education
University of Tulsa 1993 — 1995
MBA, Management Information Systems
University of Central Oklahoma 1972 — 1976
Bachelors, Management Information Systems
Large Financial Services Company March 2012 - Present
Ameriprise Financial July 2010 - April 2012
Triserv Alliance LLC November 2008 - July 2009
HCSC 2006 - 2007
HCSC 2004 - 2006
BlueCross BlueShield of OK 1997 - 2004
BlueCross BlueShield of OK 1992 - 1997
BlueCross BlueShield of OK 1987 - 1992
American Airlines 1982 - 1987
Williams Cos 1979 - 1982
Skills
Project Management, Management, Start-ups, ERP, Team Building, Vendor Management, SDLC, Business Analysis, Budgets, E-commerce, Process Improvement, Program Management, Software Development, Human Resources, Cross-functional Team..., Team Management, PMO, Business Intelligence, Finance, Marketing, Mergers & Acquisitions, Banking, Strategic Planning, Change Management, Insurance, Information Technology, Financial Planning, Retirement Planning, Retirement Plan..., Life Insurance, Health Insurance, Securities, Mutual Funds, Investment Portfolio, Variable Annuities
Education
University of Tulsa 1993 — 1995
MBA, Management Information Systems
University of Central Oklahoma 1972 — 1976
Bachelors, Management Information Systems
Mary V Smith Mary V Smith's Ameriprise Financial Experience September 1996 - Present
Job CFP, ChFC CFS, Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise financial September 1996 - Present
International Textiles and Clothing Bureau August 1986 - July 1995
Education
Portsmouth School of Management 1974 — 1975
Post Graduate Diploma in Management, Business Management
University of Colombo 1969 — 1972
LLB, Law
Ameriprise financial September 1996 - Present
International Textiles and Clothing Bureau August 1986 - July 1995
Education
Portsmouth School of Management 1974 — 1975
Post Graduate Diploma in Management, Business Management
University of Colombo 1969 — 1972
LLB, Law
Chris Rowley CFP® Chris Rowley CFP®'s Ameriprise Financial Experience August 1992 - Present
Job Financial Advisor; Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1992 - Present
Municipal Utility District Board Member 2014 - 2015
University of St. Thomas-Houston May 2007 - May 2011
Skills
Retirement Planning, Investment Strategies, Investments, Financial Advisory, Portfolio Management, Estate Planning, Finance, Financial Markets, Financial Risk, Retirement, Securities, Series 7, Strategic Financial..., Wealth, Wealth Management, Asset Allocation, Investment Advisory
Education
University of Arizona, Eller College of Management 1986 — 1991
Bachelor of Science (BS), Finance
Salpointe 1983 — 1986
High School
Ameriprise Financial August 1992 - Present
Municipal Utility District Board Member 2014 - 2015
University of St. Thomas-Houston May 2007 - May 2011
Skills
Retirement Planning, Investment Strategies, Investments, Financial Advisory, Portfolio Management, Estate Planning, Finance, Financial Markets, Financial Risk, Retirement, Securities, Series 7, Strategic Financial..., Wealth, Wealth Management, Asset Allocation, Investment Advisory
Education
University of Arizona, Eller College of Management 1986 — 1991
Bachelor of Science (BS), Finance
Salpointe 1983 — 1986
High School
Chris Glisson Chris Glisson's Ameriprise Financial Experience February 2008 - June 2008
Job Securities Lending Operations at Pershing, a BNY Mellon company
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Sam Krow-Lucal Sam Krow-Lucal's Ameriprise Financial Experience November 2007 - October 2009
Job Loan Coordinator at Stanford University
Industry Education Management
Experience
Stanford University January 2015 - Present
San Jose State University April 2013 - December 2014
Notre Dame de Namur University January 2012 - April 2013
Corinthian Colleges December 2009 - January 2012
Ameriprise Financial November 2007 - October 2009
Starker Services, Inc. September 2005 - September 2007
Skills
Financial Aid, Student Affairs, Admissions, Student Financial Aid, Public Speaking, Community Outreach, Higher Education, Time Management, Customer Service, Microsoft Excel, Nonprofits, PowerPoint, Leadership, Fundraising, Leadership Development, Staff Development, Finance
Education
University of California, Santa Cruz 2003 — 2005
B.A., History
Stanford University January 2015 - Present
San Jose State University April 2013 - December 2014
Notre Dame de Namur University January 2012 - April 2013
Corinthian Colleges December 2009 - January 2012
Ameriprise Financial November 2007 - October 2009
Starker Services, Inc. September 2005 - September 2007
Skills
Financial Aid, Student Affairs, Admissions, Student Financial Aid, Public Speaking, Community Outreach, Higher Education, Time Management, Customer Service, Microsoft Excel, Nonprofits, PowerPoint, Leadership, Fundraising, Leadership Development, Staff Development, Finance
Education
University of California, Santa Cruz 2003 — 2005
B.A., History
Johny Makhijani, CFP®, AAMS® Johny Makhijani, CFP®, AAMS®'s Ameriprise Financial Experience August 2001 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial August 2001 - Present
Education
University of California, Los Angeles 1997 — 2001
BA
Ruben S. Ayala High School
Ameriprise Financial August 2001 - Present
Education
University of California, Los Angeles 1997 — 2001
BA
Ruben S. Ayala High School
Arian Lucas Arian Lucas's Ameriprise Financial Experience August 2002 - February 2006
Job Realtor, GRI
Industry Real Estate
Experience
Sandra Lofgren-Sargent & Associates February 2006 - Present
Ameriprise Financial August 2002 - February 2006
TEOCO July 2001 - February 2002
Belenos, Inc May 2000 - February 2001
Renaissance Worldwide, Inc. September 1997 - April 2000
renaissance worldwide 1997 - 2000
RE/MAX Tradition Realty April 1993 - August 1997
MBNA January 1991 - April 1993
Skills
Contract Negotiation, Negotiation, Strategic Planning, First Time Home Buyers, Foreclosures, REO, Sales, Account Management, Short Sales, Professional Services, Investors, Sellers, New Business Development, Relocation, Team Building, Referrals, Recruiting, Direct Sales, Investment Properties, Sales Management
Education
University of Delaware 1986 — 1990
Bachelor of Science, Consumer Economics with a concentration in Communication
Sandra Lofgren-Sargent & Associates February 2006 - Present
Ameriprise Financial August 2002 - February 2006
TEOCO July 2001 - February 2002
Belenos, Inc May 2000 - February 2001
Renaissance Worldwide, Inc. September 1997 - April 2000
renaissance worldwide 1997 - 2000
RE/MAX Tradition Realty April 1993 - August 1997
MBNA January 1991 - April 1993
Skills
Contract Negotiation, Negotiation, Strategic Planning, First Time Home Buyers, Foreclosures, REO, Sales, Account Management, Short Sales, Professional Services, Investors, Sellers, New Business Development, Relocation, Team Building, Referrals, Recruiting, Direct Sales, Investment Properties, Sales Management
Education
University of Delaware 1986 — 1990
Bachelor of Science, Consumer Economics with a concentration in Communication
Devon Borje Devon Borje's Ameriprise Financial Experience January 1990 - June 2010
Job Chief Compliance Officer & LPL Registered Principal at Financial Advisors Network, Inc.
Industry Financial Services
Experience
Financial Advisors Network, Inc. September 2013 - Present
Cetera Advisor Networks July 2010 - August 2013
Ameriprise Financial January 1990 - June 2010
Skills
Leadership, Series 24, Series 9/10, Series 7, Series 63, Life & Disability...
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Financial Advisors Network, Inc. September 2013 - Present
Cetera Advisor Networks July 2010 - August 2013
Ameriprise Financial January 1990 - June 2010
Skills
Leadership, Series 24, Series 9/10, Series 7, Series 63, Life & Disability...
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Stan Choo, CFP®, CRPC® Stan Choo, CFP®, CRPC®'s Ameriprise Financial Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Skills
Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Finance, Insurance, Life Insurance, Disability Insurance, Investments, Series 7, Mutual Funds, Retirement
Education
University of California, Los Angeles 2002 — 2006
BA, Business-Economics
Ameriprise Financial 2006 - Present
Skills
Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Finance, Insurance, Life Insurance, Disability Insurance, Investments, Series 7, Mutual Funds, Retirement
Education
University of California, Los Angeles 2002 — 2006
BA, Business-Economics
Damian Rothermel Damian Rothermel's Ameriprise Financial Experience March 2002 - December 2010
Job CERTIFIED FINANCIAL PLANNER™, Practitioner
Industry Financial Services
Experience
Rothermel Financial Services, LLC June 2012 - Present
Liberty Capital Investment Corporation December 2010 - June 2012
Ameriprise Financial March 2002 - December 2010
Skills
Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Investments, Securities, Financial Services, Finance, Certified Financial..., Wealth Management, Mutual Funds, Financial Analysis, Series 7, College Education..., Social Security
Education
University of Dayton 1993 — 1998
B.S., Accounting
Rothermel Financial Services, LLC June 2012 - Present
Liberty Capital Investment Corporation December 2010 - June 2012
Ameriprise Financial March 2002 - December 2010
Skills
Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Investments, Securities, Financial Services, Finance, Certified Financial..., Wealth Management, Mutual Funds, Financial Analysis, Series 7, College Education..., Social Security
Education
University of Dayton 1993 — 1998
B.S., Accounting
Sarah Silva Sarah Silva's Ameriprise Financial Experience September 2006 - January 2009
Job Account Manager at Lead5 Media
Industry Marketing and Advertising
Experience
Lead5 Media February 2014 - Present
AcademixDirect, Inc. February 2012 - February 2014
Lavante, Inc. October 2011 - February 2012
Lavante, Inc. September 2009 - September 2011
New York Life Insurance Company February 2009 - September 2009
Ameriprise Financial September 2006 - January 2009
Skills
Superior Client Service, Higher Education, Lead Generation, Customer Service, Compliance, Microsoft Excel, Accounts Payable, Salesforce.com, Budgets, Leadership, Training, Strategic Planning, Business Analysis, Account Management, Online Advertising, Analytics, Financial Services, CRM, Auditing, Client Services
Education
University of California, Irvine 2006 — 2008
BA, Economics
Lead5 Media February 2014 - Present
AcademixDirect, Inc. February 2012 - February 2014
Lavante, Inc. October 2011 - February 2012
Lavante, Inc. September 2009 - September 2011
New York Life Insurance Company February 2009 - September 2009
Ameriprise Financial September 2006 - January 2009
Skills
Superior Client Service, Higher Education, Lead Generation, Customer Service, Compliance, Microsoft Excel, Accounts Payable, Salesforce.com, Budgets, Leadership, Training, Strategic Planning, Business Analysis, Account Management, Online Advertising, Analytics, Financial Services, CRM, Auditing, Client Services
Education
University of California, Irvine 2006 — 2008
BA, Economics
Abraham Wons Abraham Wons's Ameriprise Financial Experience January 2004 - May 2006
Job Risk Manager at Securities Investor Protection Corporation (SIPC)
Industry Investment Management
Experience
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Peter Christenson, CFA®, CRPC®, CDFA™ Peter Christenson, CFA®, CRPC®, CDFA™'s Ameriprise Financial Experience May 2009 - Present
Job Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS December 2000 - May 2009
Education
UC Irvine 1970 — 1977
MA, Mathematics
Ameriprise Financial May 2009 - Present
UBS December 2000 - May 2009
Education
UC Irvine 1970 — 1977
MA, Mathematics
Phil Gumo Phil Gumo's Ameriprise Financial Experience November 2008 - September 2009
Job Owner, EInsureColorado.com
Industry Insurance
Experience
E-InsureColorado.com March 2010 - Present
Ameriprise Financial November 2008 - September 2009
Metlife October 2005 - August 2008
Skills
Retirement Planning, Sales, Fixed Annuities, Real Estate, Retirement, Life Insurance, Disability Insurance, Insurance, Investments
Education
University of Denver 1971 — 1975
E-InsureColorado.com March 2010 - Present
Ameriprise Financial November 2008 - September 2009
Metlife October 2005 - August 2008
Skills
Retirement Planning, Sales, Fixed Annuities, Real Estate, Retirement, Life Insurance, Disability Insurance, Insurance, Investments
Education
University of Denver 1971 — 1975
Richard LaRose, CRPC's Ameriprise Financial Experience August 2001 - Present
Job Financial Advisor with The LaRose Carpenito Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 2001 - Present
Education
University of Central Florida 1986 — 1990
Finance
Ameriprise Financial August 2001 - Present
Education
University of Central Florida 1986 — 1990
Finance
David Ghingher David Ghingher's Ameriprise Financial Experience January 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1999 - Present
Education
University of Delaware
Ameriprise Financial January 1999 - Present
Education
University of Delaware
Lew Forbes Lew Forbes's Ameriprise Financial Experience November 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial November 2001 - Present
PresentationPro 2000 - 2008
eQuorum 1999 - 2000
Encore Systems Inc 1997 - 1999
Sterling Software - Data Access Division 1996 - 1997
NewsLettersPlus 1994 - 1995
IBM September 1974 - November 1994
Education
University of Central Missouri
BS Bus Admin, Data Processing
University of Missouri-Kansas City
MBA, Finance
Ameriprise Financial November 2001 - Present
PresentationPro 2000 - 2008
eQuorum 1999 - 2000
Encore Systems Inc 1997 - 1999
Sterling Software - Data Access Division 1996 - 1997
NewsLettersPlus 1994 - 1995
IBM September 1974 - November 1994
Education
University of Central Missouri
BS Bus Admin, Data Processing
University of Missouri-Kansas City
MBA, Finance
Paul Frederick Hughes Paul Frederick Hughes's Ameriprise Financial Experience April 2005 - October 2007
Job IT Sales Professional
Industry Management Consulting
Experience
Paul Hughes Designs December 2000 - Present
Vast Tech December 2012 - September 2014
Vendor Advisors April 2012 - December 2013
Music N' Motion 2008 - December 2009
Oppenheimer & Co. November 2007 - December 2008
Ameriprise Financial April 2005 - October 2007
GMR Marketing January 2003 - December 2003
Skills
Wealth Management, Product Development, Merchandising, Art, Music Production, Institutional Accounts, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Sales, Sales Management, Social Media, Business Development, Investments
Education
University of Kentucky 2000 — 2005
BA, Business Management & Marketing Double Major
Cambridge University 2000 — 2000
Summer discovery program, General Studies
Pope John Paul II 1997 — 2000
H.S. Diploma, General Studies
Paul Hughes Designs December 2000 - Present
Vast Tech December 2012 - September 2014
Vendor Advisors April 2012 - December 2013
Music N' Motion 2008 - December 2009
Oppenheimer & Co. November 2007 - December 2008
Ameriprise Financial April 2005 - October 2007
GMR Marketing January 2003 - December 2003
Skills
Wealth Management, Product Development, Merchandising, Art, Music Production, Institutional Accounts, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Sales, Sales Management, Social Media, Business Development, Investments
Education
University of Kentucky 2000 — 2005
BA, Business Management & Marketing Double Major
Cambridge University 2000 — 2000
Summer discovery program, General Studies
Pope John Paul II 1997 — 2000
H.S. Diploma, General Studies
Robert L. Duff, CFP® Robert L. Duff, CFP®'s Ameriprise Financial Experience 1993 - Present
Job Personal Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial 1993 - Present
Delta Surprenant 1991 - 1992
Royal Electric 1987 - 1991
Brand-Rex Cable Systems Division 1974 - 1986
Education
University of Connecticut 1970 — 1974
Marketing
Ameriprise Financial 1993 - Present
Delta Surprenant 1991 - 1992
Royal Electric 1987 - 1991
Brand-Rex Cable Systems Division 1974 - 1986
Education
University of Connecticut 1970 — 1974
Marketing
Jeff Harpain Jeff Harpain's Ameriprise Financial Experience September 2010 - November 2013
Job Senior Financial Planning Analyst at Ruiz Foods
Industry Food Production
Experience
Ruiz Foods November 2013 - Present
Ameriprise Financial September 2010 - November 2013
Gottschalks February 2006 - April 2009
Harry and David September 2000 - March 2004
Smith & Hawken May 1999 - August 2000
Mervyns July 1997 - May 1999
CalPERS June 1996 - June 1997
Ag Access Information Service September 1993 - June 1995
Skills
Revenue & Profit Growth, Budget Forecasts, Profit & Loss Statements, Variance Analysis, Financial Reporting, SAP ERP
Education
University of California, Davis - Graduate School of Management 1987 — 1989
MBA, Finance
University of California, Davis 1983 — 1989
BA, Political Science, International Agricultural Development
Ruiz Foods November 2013 - Present
Ameriprise Financial September 2010 - November 2013
Gottschalks February 2006 - April 2009
Harry and David September 2000 - March 2004
Smith & Hawken May 1999 - August 2000
Mervyns July 1997 - May 1999
CalPERS June 1996 - June 1997
Ag Access Information Service September 1993 - June 1995
Skills
Revenue & Profit Growth, Budget Forecasts, Profit & Loss Statements, Variance Analysis, Financial Reporting, SAP ERP
Education
University of California, Davis - Graduate School of Management 1987 — 1989
MBA, Finance
University of California, Davis 1983 — 1989
BA, Political Science, International Agricultural Development
Vicki Marsh, CRPC Vicki Marsh, CRPC's Ameriprise Financial Experience April 1994 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 1994 - Present
Education
University of Cincinnati
BFA
University of Cincinnati
Ameriprise Financial April 1994 - Present
Education
University of Cincinnati
BFA
University of Cincinnati
Jeff Wu, CFP®'s Ameriprise Financial Experience December 2004 - Present
Job Financial Advisor | Certified Financial Planner™
Industry Financial Services
Experience
Ameriprise Financial December 2004 - Present
Education
University of California, Santa Barbara
BA, Business Economics with an Emphasis in Accounting
Ameriprise Financial December 2004 - Present
Education
University of California, Santa Barbara
BA, Business Economics with an Emphasis in Accounting
Anthony Michewicz Anthony Michewicz's Ameriprise Financial Experience November 2008 - April 2010
Job Disaster Recovery Coordinator at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Michael Ma, CFP®, ChFC® Michael Ma, CFP®, ChFC®'s Ameriprise Financial Experience October 2001 - November 2012
Job Principal at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors November 2012 - Present
Ameriprise Financial October 2001 - November 2012
Education
University of California, Berkeley
B.A., Legal Studies
University of California, Berkeley 2006 — 2008
Certificate, Personal Financial Planning
Parallel Advisors November 2012 - Present
Ameriprise Financial October 2001 - November 2012
Education
University of California, Berkeley
B.A., Legal Studies
University of California, Berkeley 2006 — 2008
Certificate, Personal Financial Planning
Wilson Rosebraugh Wilson Rosebraugh's Ameriprise Financial Experience 2009 - 2012
Job A
Industry Investment Management
Experience
Larmann Financial 2012 - Present
Ameriprise Financial 2009 - 2012
Hilliard Lyons 2001 - 2009
Skills
Mutual Funds, Series 7, Retirement Planning, Asset Management, Finance, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Microsoft Office, Series 63, ETFs, Retirement, Securities, Investment Advisory, Financial Planning, Strategic Planning
Education
University of Cincinnati
Larmann Financial 2012 - Present
Ameriprise Financial 2009 - 2012
Hilliard Lyons 2001 - 2009
Skills
Mutual Funds, Series 7, Retirement Planning, Asset Management, Finance, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Microsoft Office, Series 63, ETFs, Retirement, Securities, Investment Advisory, Financial Planning, Strategic Planning
Education
University of Cincinnati
Cassondra Pierson Cassondra Pierson's Ameriprise Financial Experience October 1997 - August 2001
Job Walmart Realty Project Manager at Home Office
Industry Consumer Goods
Experience
Walmart June 2012 - Present
Young Life January 2012 - Present
Walmart March 2011 - December 2011
J.B. Hunt Transportation June 2010 - December 2010
City of Fayetteville Prosecutor's Office August 2005 - June 2010
Ouachita Industries Non-Profit Organization June 2002 - August 2004
Ameriprise Financial October 1997 - August 2001
Circuit City August 1994 - October 1997
Unitied States Marine Corps October 1991 - November 1993
Skills
Retail, Access, Microsoft Excel, Microsoft Word, PeopleSoft, Recruiting, Visio, SAP, Logistics, Mergers, EDI, Software Deployment, Management, Human Resources
Education
University of Arkansas at Fayetteville 2005 — 2010
Human Resource Management, SAP/Transportation and Logistics
Walmart June 2012 - Present
Young Life January 2012 - Present
Walmart March 2011 - December 2011
J.B. Hunt Transportation June 2010 - December 2010
City of Fayetteville Prosecutor's Office August 2005 - June 2010
Ouachita Industries Non-Profit Organization June 2002 - August 2004
Ameriprise Financial October 1997 - August 2001
Circuit City August 1994 - October 1997
Unitied States Marine Corps October 1991 - November 1993
Skills
Retail, Access, Microsoft Excel, Microsoft Word, PeopleSoft, Recruiting, Visio, SAP, Logistics, Mergers, EDI, Software Deployment, Management, Human Resources
Education
University of Arkansas at Fayetteville 2005 — 2010
Human Resource Management, SAP/Transportation and Logistics
Janeen France Janeen France's Ameriprise Financial Experience 2006 - 2009
Job Executive Director, Head of Product and Platform Management at HighTower
Industry Financial Services
Experience
HighTower March 2015 - Present
JPMorgan Chase July 2014 - March 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan March 2011 - July 2012
J.P. Morgan March 2009 - February 2011
Ameriprise Financial 2006 - 2009
University of Delaware 2005 - 2006
Aloysius, Butler, and Clark 2005 - 2005
Skills
Investments, Series 7, Account Management, Equities, Financial Analysis, Insurance, Marketing, Mutual Funds, Portfolio Management, New Business Development, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Banking, Private Banking, CRM, Finance, Financial Planning, Financial Services, Integrated Marketing, Public Relations
Education
FINRA
Series 7, Series 63
University of Delaware
B.A., Majors in Communication and Criminal Justice
HighTower March 2015 - Present
JPMorgan Chase July 2014 - March 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan March 2011 - July 2012
J.P. Morgan March 2009 - February 2011
Ameriprise Financial 2006 - 2009
University of Delaware 2005 - 2006
Aloysius, Butler, and Clark 2005 - 2005
Skills
Investments, Series 7, Account Management, Equities, Financial Analysis, Insurance, Marketing, Mutual Funds, Portfolio Management, New Business Development, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Banking, Private Banking, CRM, Finance, Financial Planning, Financial Services, Integrated Marketing, Public Relations
Education
FINRA
Series 7, Series 63
University of Delaware
B.A., Majors in Communication and Criminal Justice
Randy Price, CFP, CRPC Randy Price, CFP, CRPC's Ameriprise Financial Experience December 1986 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration, General Business and Marketing
Ameriprise Financial December 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration, General Business and Marketing
Adam J. Gould, CFP®'s Ameriprise Financial Experience December 2005 - May 2006
Job
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Sarah Armstrong Sarah Armstrong's Ameriprise Financial Experience April 2009 - June 2011
Job Corporate Development | Samsung Strategy & Innovation Center
Industry Consumer Electronics
Experience
Samsung Electronics May 2015 - Present
AEP Capital October 2013 - May 2015
Milestone Venture Partners May 2013 - August 2013
Excell Partners, Inc. June 2012 - March 2013
Ameriprise Financial April 2009 - June 2011
Skills
Matlab, Microsoft Excel, Due Diligence, Business Strategy, Spreadsheets, Venture Capital, Financial Reporting, Data Analysis, Corporate Finance, Investments, Valuation, DCF, Financial Analysis, Entrepreneurship, Financial Modeling, Economics, Start-ups
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara
Bachelor's Degree, Applied Mathematics, Philosophy
Samsung Electronics May 2015 - Present
AEP Capital October 2013 - May 2015
Milestone Venture Partners May 2013 - August 2013
Excell Partners, Inc. June 2012 - March 2013
Ameriprise Financial April 2009 - June 2011
Skills
Matlab, Microsoft Excel, Due Diligence, Business Strategy, Spreadsheets, Venture Capital, Financial Reporting, Data Analysis, Corporate Finance, Investments, Valuation, DCF, Financial Analysis, Entrepreneurship, Financial Modeling, Economics, Start-ups
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of California, Santa Barbara
Bachelor's Degree, Applied Mathematics, Philosophy
Marc Lipnicki's Ameriprise Financial Experience November 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Fidelity Investments June 2015 - Present
Ameriprise Financial November 2013 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
The Sunglass Source March 2012 - April 2014
The Institute of Financial Operations October 2013 - December 2013
Medcare Diabetic and Medical Supplies May 2013 - July 2013
TSS Photography January 2011 - May 2011
Skills
PowerPoint, Finance, Microsoft Office, Social Media, Data Entry, Advertising, Teamwork, Microsoft Word, Time Management, Leadership, Research, Portfolio Management, Sales, Accounting, Windows, Entrepreneurship, Microsoft Excel, Cpr Certified, Lifeguarding, LinkedIn, Management, Arithmetic
Education
University of Central Florida 2011 — 2015
Finance, 3.7
Andrew Talbot Andrew Talbot's Ameriprise Financial Experience July 2005 - January 2007
Job Director of Engineering at Location Labs
Industry Computer Software
Experience
Location Labs September 2014 - Present
Location Labs September 2010 - Present
Location Labs August 2008 - September 2010
LocationLabs (formerly Wavemarket) March 2007 - August 2008
Ameriprise Financial July 2005 - January 2007
Skills
Mobile Devices, Python, Mobile Applications, Agile Methodologies, Java, Software Development, Analytics, SQL, Agile Project Management, Unix, Quality Assurance, Product Management, Android, Product Development, HTML, JavaScript, Distributed Systems, SaaS, Start-ups, Data Analysis, Data Mining, Congratulating
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Cognitive Science
Campolindo High School 1997 — 2001
Location Labs September 2014 - Present
Location Labs September 2010 - Present
Location Labs August 2008 - September 2010
LocationLabs (formerly Wavemarket) March 2007 - August 2008
Ameriprise Financial July 2005 - January 2007
Skills
Mobile Devices, Python, Mobile Applications, Agile Methodologies, Java, Software Development, Analytics, SQL, Agile Project Management, Unix, Quality Assurance, Product Management, Android, Product Development, HTML, JavaScript, Distributed Systems, SaaS, Start-ups, Data Analysis, Data Mining, Congratulating
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Cognitive Science
Campolindo High School 1997 — 2001
Casey Petersen Casey Petersen's Ameriprise Financial Experience 2006 - 2007
Job Director, Social Operations at Collective Bias. Content Strategy, Social Ad Strategy
Industry Online Media
Experience
Collective Bias November 2013 - Present
Collective Bias January 2012 - November 2013
Murphy USA November 2009 - November 2011
Skin Sake October 2007 - November 2009
Ameriprise Financial 2006 - 2007
Morgan Keegan 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Community Building, Social Media Marketing, Location Based Services, Social Media, Digital Marketing, Online Marketing, Facebook, Retail, Social Analytics, Marketing, SEO, Advertising, Integrated Marketing, Sales, Blogging, Graphic Design, Marketing Strategy, Social Networking, Web Analytics, Strategy, Analytics, Management, Public Relations, Online Advertising, Marketing Communications, Email Marketing
Education
University of Arkansas at Monticello 1999 — 2003
BBA, Marketing, Finance
Collective Bias November 2013 - Present
Collective Bias January 2012 - November 2013
Murphy USA November 2009 - November 2011
Skin Sake October 2007 - November 2009
Ameriprise Financial 2006 - 2007
Morgan Keegan 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Community Building, Social Media Marketing, Location Based Services, Social Media, Digital Marketing, Online Marketing, Facebook, Retail, Social Analytics, Marketing, SEO, Advertising, Integrated Marketing, Sales, Blogging, Graphic Design, Marketing Strategy, Social Networking, Web Analytics, Strategy, Analytics, Management, Public Relations, Online Advertising, Marketing Communications, Email Marketing
Education
University of Arkansas at Monticello 1999 — 2003
BBA, Marketing, Finance
Lauren Schoenfeld Lauren Schoenfeld's Ameriprise Financial Experience April 2008 - June 2010
Job Accounting Manager Real Estate at WeWork
Industry Accounting
Experience
WeWork May 2015 - Present
PwC September 2013 - April 2015
PwC September 2011 - September 2013
Evidence Based Apparel June 2011 - September 2011
Recreational Asset Management September 2010 - June 2011
Restaurant and Customer Service Experience March 2005 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
Ameriprise Financial April 2008 - June 2010
CB Richard Ellis July 2007 - April 2008
Skills
Outlook, QuickBooks, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Social Networking, Administrative..., Social Media, Data Entry, Public Speaking, File Management, Office Management, People-oriented, People Skills, Aura, Lotus Notes, Teamwork, Team Management, Multi Tasking, Efficiency, Quality Improvement, Quality Assurance, Professional Services, Auditing, External Audit, Accounts Payable, Time Management, Financial Accounting, SEC filings, Financial Statements, CPA, Accounts Receivable
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Economics; Accounting, 3.5
University of California, Irvine 2006 — 2010
Bachelor of Science (B.S.) Economcs, Economics & Accounting
WeWork May 2015 - Present
PwC September 2013 - April 2015
PwC September 2011 - September 2013
Evidence Based Apparel June 2011 - September 2011
Recreational Asset Management September 2010 - June 2011
Restaurant and Customer Service Experience March 2005 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
Ameriprise Financial April 2008 - June 2010
CB Richard Ellis July 2007 - April 2008
Skills
Outlook, QuickBooks, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Social Networking, Administrative..., Social Media, Data Entry, Public Speaking, File Management, Office Management, People-oriented, People Skills, Aura, Lotus Notes, Teamwork, Team Management, Multi Tasking, Efficiency, Quality Improvement, Quality Assurance, Professional Services, Auditing, External Audit, Accounts Payable, Time Management, Financial Accounting, SEC filings, Financial Statements, CPA, Accounts Receivable
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Economics; Accounting, 3.5
University of California, Irvine 2006 — 2010
Bachelor of Science (B.S.) Economcs, Economics & Accounting
Christopher Bottom's Ameriprise Financial Experience September 2010 - July 2011
Job Awesome Beer Sales Rep at Sunriver Brewing Company
Industry Food & Beverages
Experience
Sunriver Brewing Company December 2014 - Present
First Industrial Realty Trust May 2013 - August 2014
First Industrial Realty Trust November 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Wyoming Public Service Commission May 2009 - August 2009
Skills
Operations Research, Operational Planning, Financial Analysis, Corporate Finance, Investments, Financial Markets, Microsoft Office, Analysis, Finance, Financial Modeling, Real Estate, Due Diligence, Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
BS, Business Administration with an emphasis in Finance
Sunriver Brewing Company December 2014 - Present
First Industrial Realty Trust May 2013 - August 2014
First Industrial Realty Trust November 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Wyoming Public Service Commission May 2009 - August 2009
Skills
Operations Research, Operational Planning, Financial Analysis, Corporate Finance, Investments, Financial Markets, Microsoft Office, Analysis, Finance, Financial Modeling, Real Estate, Due Diligence, Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
BS, Business Administration with an emphasis in Finance
Brittney Castro, CFP®, CRPC®, AAMS®'s Ameriprise Financial Experience September 2006 - June 2010
Job Founder & CEO of Financially Wise Women, CERTIFIED FINANCIAL PLANNER™ for Entrepreneurial & Professional Women.
Industry Financial Services
Experience
Financially Wise Women December 2012 - Present
Perennial Financial Services June 2010 - November 2012
Ameriprise Financial September 2006 - June 2010
Make-A-Wish Foundation, Direct Relief Foundation January 2005 - January 2006
Events of Santa Barbara July 2005 - December 2005
Skills
Retirement Planning, Estate Planning, Asset Allocation, Investment Strategies, Tax, Cash Flow, Saving for Education, Charities, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Series 7, Retirement, Mutual Funds, 401k, Securities, Uniform Combined State..., Financial Planners, Financial Planning, Insurance, Finance, Financial Services, Small Business, IRAs, Long-term Care, Fixed Annuities, Personal Finance
Education
University of California, Los Angeles 2010 — 2010
CFP Review
College for Financial Planning 2008 — 2010
Certified Financial Planner, Certified Professional Education Program
University of California, Santa Barbara 2004 — 2006
Bacheor of Science, Business Economics
Financially Wise Women December 2012 - Present
Perennial Financial Services June 2010 - November 2012
Ameriprise Financial September 2006 - June 2010
Make-A-Wish Foundation, Direct Relief Foundation January 2005 - January 2006
Events of Santa Barbara July 2005 - December 2005
Skills
Retirement Planning, Estate Planning, Asset Allocation, Investment Strategies, Tax, Cash Flow, Saving for Education, Charities, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Series 7, Retirement, Mutual Funds, 401k, Securities, Uniform Combined State..., Financial Planners, Financial Planning, Insurance, Finance, Financial Services, Small Business, IRAs, Long-term Care, Fixed Annuities, Personal Finance
Education
University of California, Los Angeles 2010 — 2010
CFP Review
College for Financial Planning 2008 — 2010
Certified Financial Planner, Certified Professional Education Program
University of California, Santa Barbara 2004 — 2006
Bacheor of Science, Business Economics
Fernando Gonzalez, CRPC Fernando Gonzalez, CRPC's Ameriprise Financial Experience 2004 - November 2014
Job Managing Partner at K & G Financial Group
Industry Financial Services
Experience
K&G Financial Group November 2014 - Present
Ameriprise Financial 2004 - November 2014
Ameriprise Financial Services, Inc. January 2006 - October 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Planning, Estate Planning, Finance, Financial Planning, Insurance, Investments, Long Term Car Insurance, Personal Tax Planning, Portfolio Management, Protection Planning, Retirement, Retirement Planning, Boca Raton, Palm Beach, Florida
Education
University of Central Florida 1999 — 2004
Finance
University of Central Florida - College of Business Administration 1999 — 2004
Finance
K&G Financial Group November 2014 - Present
Ameriprise Financial 2004 - November 2014
Ameriprise Financial Services, Inc. January 2006 - October 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Planning, Estate Planning, Finance, Financial Planning, Insurance, Investments, Long Term Car Insurance, Personal Tax Planning, Portfolio Management, Protection Planning, Retirement, Retirement Planning, Boca Raton, Palm Beach, Florida
Education
University of Central Florida 1999 — 2004
Finance
University of Central Florida - College of Business Administration 1999 — 2004
Finance
Ann Xu, CPA's Ameriprise Financial Experience August 2009 - June 2010
Job Transfer Pricing Manager at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
EY July 2010 - August 2015
Ameriprise Financial August 2009 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Transfer Pricing, Financial Modeling, Auditing, Tax, Risk Management, International Accounting, Exposure Assessment, Investments, Strategic Financial..., Finance, Analysis
Education
University of California, Los Angeles
Bachelor's
PwC August 2015 - Present
EY July 2010 - August 2015
Ameriprise Financial August 2009 - June 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Financial Analysis, Transfer Pricing, Financial Modeling, Auditing, Tax, Risk Management, International Accounting, Exposure Assessment, Investments, Strategic Financial..., Finance, Analysis
Education
University of California, Los Angeles
Bachelor's
Steve Bealey, CFP®'s Ameriprise Financial Experience July 2007 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
CWPNC, Inc. January 2004 - September 2006
Education
University of California, Santa Cruz 2002 — 2007
Bachelor of Arts (BA)
Ameriprise Financial July 2007 - Present
CWPNC, Inc. January 2004 - September 2006
Education
University of California, Santa Cruz 2002 — 2007
Bachelor of Arts (BA)
Jennifer Coghill, CRPC Jennifer Coghill, CRPC's Ameriprise Financial Experience 2006 - December 2007
Job Managing Partner at Chokshi & Coghill Wealth Advisors
Industry Financial Services
Experience
Chokshi & Coghill Wealth Advisors December 2007 - Present
Voya Financial December 2007 - Present
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
City of Carlsbad 2001 - 2005
Education
University of California, San Diego
BS, Management Science
Chokshi & Coghill Wealth Advisors December 2007 - Present
Voya Financial December 2007 - Present
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
City of Carlsbad 2001 - 2005
Education
University of California, San Diego
BS, Management Science
Richard Yuen's Ameriprise Financial Experience July 2008 - 2009
Job Private Client Advisor at JP Morgan Chase Bank NA.
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2011 - Present
JP Morgan Chase March 2010 - May 2011
Ameriprise Financial July 2008 - 2009
Education
University of Central Florida 2003 — 2007
Finance, College of Business Administration Finance and Real Estate
JP Morgan Chase Bank NA June 2011 - Present
JP Morgan Chase March 2010 - May 2011
Ameriprise Financial July 2008 - 2009
Education
University of Central Florida 2003 — 2007
Finance, College of Business Administration Finance and Real Estate
Tim Hsu Tim Hsu's Ameriprise Financial Experience July 2009 - September 2009
Job Account Executive at Procore Technologies
Industry Real Estate
Experience
Procore Technologies February 2015 - Present
AppFolio Inc. September 2014 - February 2015
AppFolio Inc. January 2013 - August 2014
AppFolio Inc. April 2012 - December 2012
AppFolio Inc. February 2011 - March 2012
Nest DC June 2010 - January 2012
Tempest Telecom Solutions LLC December 2009 - May 2010
Ameriprise Financial July 2009 - September 2009
College Works Painting September 2008 - January 2009
College Works Painting December 2007 - September 2008
Skills
Customer Service, Salesforce.com, Cold Calling, Sales, SaaS, Time Management, Social Networking, Start-ups, Selling, Sales Operations, CRM
Education
University of California, Santa Barbara 2007 — 2011
BA, Global Studies
University of California, District of Columbia 2010 — 2010
Procore Technologies February 2015 - Present
AppFolio Inc. September 2014 - February 2015
AppFolio Inc. January 2013 - August 2014
AppFolio Inc. April 2012 - December 2012
AppFolio Inc. February 2011 - March 2012
Nest DC June 2010 - January 2012
Tempest Telecom Solutions LLC December 2009 - May 2010
Ameriprise Financial July 2009 - September 2009
College Works Painting September 2008 - January 2009
College Works Painting December 2007 - September 2008
Skills
Customer Service, Salesforce.com, Cold Calling, Sales, SaaS, Time Management, Social Networking, Start-ups, Selling, Sales Operations, CRM
Education
University of California, Santa Barbara 2007 — 2011
BA, Global Studies
University of California, District of Columbia 2010 — 2010
Daniel Slocum Daniel Slocum's Ameriprise Financial Experience April 2007 - December 2008
Job Financial Solutions Advisor
Industry Banking
Experience
Merrill Edge December 2014 - Present
Chase September 2010 - December 2014
J Bradley Financial January 2010 - April 2010
Ameriprise Financial April 2007 - December 2008
Skills
Sales, Account Management, Cold Calling, Relationship Management, Retail Banking, Strategic Financial..., Series 7
Education
University of Arizona 2002 — 2005
Bachelor of Arts (B.A.), Economics
Merrill Edge December 2014 - Present
Chase September 2010 - December 2014
J Bradley Financial January 2010 - April 2010
Ameriprise Financial April 2007 - December 2008
Skills
Sales, Account Management, Cold Calling, Relationship Management, Retail Banking, Strategic Financial..., Series 7
Education
University of Arizona 2002 — 2005
Bachelor of Arts (B.A.), Economics
Janet (Jan) L. Allison, CFP Janet (Jan) L. Allison, CFP's Ameriprise Financial Experience January 1988 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1988 - Present
Education
University of Central Oklahoma 1970 — 1973
Putnam City High School 1958 — 1970
Ameriprise Financial January 1988 - Present
Education
University of Central Oklahoma 1970 — 1973
Putnam City High School 1958 — 1970
Aaron Morrill Aaron Morrill's Ameriprise Financial Experience August 2011 - Present
Job Paraplanner at Ameriprise Financial
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial August 2011 - Present
Silicon Valley Tennis Academy September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Insurance, Asset Allocation
Education
University of California, Santa Cruz 2005 — 2010
Bachelor of Arts (B.A.), Economics/Environmental Studies
Carlmont High School 2001 — 2005
High School Diploma
Ameriprise Financial Services, Inc. March 2012 - Present
Ameriprise Financial August 2011 - Present
Silicon Valley Tennis Academy September 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Insurance, Asset Allocation
Education
University of California, Santa Cruz 2005 — 2010
Bachelor of Arts (B.A.), Economics/Environmental Studies
Carlmont High School 2001 — 2005
High School Diploma
Brian Curry, CFP® Brian Curry, CFP®'s Ameriprise Financial Experience March 1981 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial March 1981 - Present
Time Inc. June 1979 - March 1981
University of Arkansas at Little Rock 1977 - 1979
Education
University of Arkansas at Little Rock 1975 — 1979
BA, Finance
Ameriprise Financial March 1981 - Present
Time Inc. June 1979 - March 1981
University of Arkansas at Little Rock 1977 - 1979
Education
University of Arkansas at Little Rock 1975 — 1979
BA, Finance
Jon Kettelhut Jon Kettelhut's Ameriprise Financial Experience June 2007 - August 2007
Job Vice President at FirstBank
Industry Banking
Experience
FirstBank January 2014 - Present
FirstBank January 2012 - Present
FirstBank November 2008 - December 2011
Ameriprise Financial June 2007 - August 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
FirstBank January 2014 - Present
FirstBank January 2012 - Present
FirstBank November 2008 - December 2011
Ameriprise Financial June 2007 - August 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Mallory Katz Mallory Katz's Ameriprise Financial Experience June 2009 - August 2009
Job Senior Research Associate at Micronomics, Inc.
Industry Research
Experience
Micronomics, Inc. February 2011 - Present
Ameriprise Financial June 2009 - August 2009
Red Bull North America November 2007 - July 2009
Skills
Data Analysis
Education
University of California, Berkeley 2006 — 2010
BA, Economics
Micronomics, Inc. February 2011 - Present
Ameriprise Financial June 2009 - August 2009
Red Bull North America November 2007 - July 2009
Skills
Data Analysis
Education
University of California, Berkeley 2006 — 2010
BA, Economics
Preeti Malik Preeti Malik's Ameriprise Financial Experience April 2005 - December 2006
Job Financial Services Strategy
Industry Financial Services
Experience
Forward December 2006 - Present
Ameriprise Financial April 2005 - December 2006
Skills
Financial Services, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Strategy, Business Intelligence, Business Development, Financial Analysis, Financial Modeling, Investment Strategies, Marketing Strategy, Portfolio Management, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Strategy and Finance
Forward December 2006 - Present
Ameriprise Financial April 2005 - December 2006
Skills
Financial Services, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Strategy, Business Intelligence, Business Development, Financial Analysis, Financial Modeling, Investment Strategies, Marketing Strategy, Portfolio Management, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Strategy and Finance
Jayne Tegge Jayne Tegge's Ameriprise Financial Experience June 1994 - October 1997
Job Membership Services Specialist at SIOP
Industry Libraries
Experience
Society for Industrial and Organizational Psychology (SIOP) October 2014 - Present
Wood County District Public Library June 2013 - September 2014
Super Suppers Perrysburg-Maumee November 2011 - September 2014
St. Aloysius Catholic Elementary and Junior High School August 2003 - June 2011
DK Family Learning January 1998 - August 2000
Ameriprise Financial June 1994 - October 1997
Dictaphone November 1991 - May 1994
Arch Paging March 1987 - November 1991
Academy of Medicine, Cincinnati, OH July 1987 - April 1988
College of Mount St. Joseph June 1985 - June 1987
Skills
Customer Service, Fundraising, Public Relations, Leadership, Sales, Volunteer Management, Nonprofits, Newsletters, Recruiting, Social Media, Teaching, Team Building, Training, Marketing, Management, Event Planning, Grant Writing
Education
Carroll High school
Carroll High school
University of Dayton
B.A., Communications/ Public Relations
Society for Industrial and Organizational Psychology (SIOP) October 2014 - Present
Wood County District Public Library June 2013 - September 2014
Super Suppers Perrysburg-Maumee November 2011 - September 2014
St. Aloysius Catholic Elementary and Junior High School August 2003 - June 2011
DK Family Learning January 1998 - August 2000
Ameriprise Financial June 1994 - October 1997
Dictaphone November 1991 - May 1994
Arch Paging March 1987 - November 1991
Academy of Medicine, Cincinnati, OH July 1987 - April 1988
College of Mount St. Joseph June 1985 - June 1987
Skills
Customer Service, Fundraising, Public Relations, Leadership, Sales, Volunteer Management, Nonprofits, Newsletters, Recruiting, Social Media, Teaching, Team Building, Training, Marketing, Management, Event Planning, Grant Writing
Education
Carroll High school
Carroll High school
University of Dayton
B.A., Communications/ Public Relations
Amit Lau Amit Lau's Ameriprise Financial Experience February 2008 - September 2008
Job VP Marketing & Business Development, CoFounder at Kinderlime
Industry Information Technology and Services
Experience
Kinderlime January 2012 - Present
Metro March 2010 - Present
BuiIding Kidz April 2011 - July 2012
Generate Marketing November 2008 - February 2010
Ameriprise Financial February 2008 - September 2008
Skills
Social Media Marketing, Strategy, Marketing Strategy, Business Analysis, Strategic Planning, Product Development, Project Management, Marketing, Analysis, Product Management, Competitive Analysis, Analytics, SaaS, Lead Generation, Business Development
Education
University of California, Berkeley 2009 — 2010
Certification in Marketing, Marketing
University of California, Santa Cruz 2004 — 2006
B.A., International Politics
Licensing
Kinderlime January 2012 - Present
Metro March 2010 - Present
BuiIding Kidz April 2011 - July 2012
Generate Marketing November 2008 - February 2010
Ameriprise Financial February 2008 - September 2008
Skills
Social Media Marketing, Strategy, Marketing Strategy, Business Analysis, Strategic Planning, Product Development, Project Management, Marketing, Analysis, Product Management, Competitive Analysis, Analytics, SaaS, Lead Generation, Business Development
Education
University of California, Berkeley 2009 — 2010
Certification in Marketing, Marketing
University of California, Santa Cruz 2004 — 2006
B.A., International Politics
Licensing
Bimal Gandhi Bimal Gandhi's Ameriprise Financial Experience February 2011 - July 2013
Job Chief Executive Officer at Uniken Inc.
Industry Computer & Network Security
Experience
Uniken Inc. June 2015 - Present
TLM Group LLC October 2013 - Present
Ameriprise Financial February 2011 - July 2013
Ameriprise Financial May 2009 - February 2011
Ameriprise Financial Services, Inc. May 2004 - May 2009
Opera Solutions 2001 - 2004
Interpro Business Solutions 2000 - 2001
Mitchell Madison Group 1994 - 2000
Skills
Financial Services, Mergers & Acquisitions, Executive Management, Portfolio Management, Strategy, Equities, Financial Modeling, Investments, Asset Management, Due Diligence, Management Consulting, Asset Managment, Private Equity, Securities, Risk Management, Outsourcing, Valuation, Business Transformation, Change Management, Organizational..., Business Intelligence, Business Process..., Business Process..., IT Financial Management, IT Business Strategy, IT Management, Operations Management, Brand Development, Marketing Strategy, Acquisition Integration, Information Technology..., IT Outsourcing, Global Operations, Global Sourcing, Global Delivery, Global Management, Global Strategy, CFOs, Cross-functional..., Venture Capital, New Venture Development, Operational Risk..., Regulatory Compliance, Leadership, Call Centers, Management, Vendor Management, Process Improvement, Strategic Sourcing, Business Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, FINANCE & STRATEGIC MANAGEMENT
University of California, Los Angeles 1984 — 1988
B.A., Political Science & Economics
Uniken Inc. June 2015 - Present
TLM Group LLC October 2013 - Present
Ameriprise Financial February 2011 - July 2013
Ameriprise Financial May 2009 - February 2011
Ameriprise Financial Services, Inc. May 2004 - May 2009
Opera Solutions 2001 - 2004
Interpro Business Solutions 2000 - 2001
Mitchell Madison Group 1994 - 2000
Skills
Financial Services, Mergers & Acquisitions, Executive Management, Portfolio Management, Strategy, Equities, Financial Modeling, Investments, Asset Management, Due Diligence, Management Consulting, Asset Managment, Private Equity, Securities, Risk Management, Outsourcing, Valuation, Business Transformation, Change Management, Organizational..., Business Intelligence, Business Process..., Business Process..., IT Financial Management, IT Business Strategy, IT Management, Operations Management, Brand Development, Marketing Strategy, Acquisition Integration, Information Technology..., IT Outsourcing, Global Operations, Global Sourcing, Global Delivery, Global Management, Global Strategy, CFOs, Cross-functional..., Venture Capital, New Venture Development, Operational Risk..., Regulatory Compliance, Leadership, Call Centers, Management, Vendor Management, Process Improvement, Strategic Sourcing, Business Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, FINANCE & STRATEGIC MANAGEMENT
University of California, Los Angeles 1984 — 1988
B.A., Political Science & Economics
Stefan Joens's Ameriprise Financial Experience September 2004 - January 2008
Job VP
Industry Mechanical or Industrial Engineering
Experience
Elnik Systems March 2011 - Present
Elnik Systems July 2010 - March 2011
Elnik Systems September 2009 - March 2011
Elnik Systems January 2008 - September 2009
Ameriprise Financial September 2004 - January 2008
Elnik Systems January 1999 - August 2004
Skills
Manufacturing, Sintering, Troubleshooting, Sales Management, Machining, AutoCAD, Injection Molding, Engineering, Lean Manufacturing, Six Sigma, Materials, Process Engineering, Product Development, Start-ups, Continuous Improvement, Management, Cross-functional Team..., Process Improvement
Education
Fraunhofer Institute, Bremen 2011 — 2012
Internship, Metal Injection Molding
University of Delaware 2000 — 2004
BSBA, Business, Finance, Economics
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BSBA, Finance and Economics
Elnik Systems March 2011 - Present
Elnik Systems July 2010 - March 2011
Elnik Systems September 2009 - March 2011
Elnik Systems January 2008 - September 2009
Ameriprise Financial September 2004 - January 2008
Elnik Systems January 1999 - August 2004
Skills
Manufacturing, Sintering, Troubleshooting, Sales Management, Machining, AutoCAD, Injection Molding, Engineering, Lean Manufacturing, Six Sigma, Materials, Process Engineering, Product Development, Start-ups, Continuous Improvement, Management, Cross-functional Team..., Process Improvement
Education
Fraunhofer Institute, Bremen 2011 — 2012
Internship, Metal Injection Molding
University of Delaware 2000 — 2004
BSBA, Business, Finance, Economics
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BSBA, Finance and Economics
Ben Goldhammer's Ameriprise Financial Experience April 2002 - June 2008
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
Mark Rusch's Ameriprise Financial Experience February 2007 - July 2009
Job CoOwner of MT Plates, Inc.
Industry Restaurants
Experience
MT Plates, Inc. June 2015 - Present
Janus Capital Group January 2011 - June 2011
Ameriprise Financial February 2007 - July 2009
Ameriprise Financial November 2004 - February 2007
American Express May 2003 - November 2004
American Express June 2002 - May 2003
Education
Yale School of Management 2000 — 2002
MBA, Strategy, Finance
University of Houston 1991 — 1995
BBA, Marketing
University of Denver 1990 — 1991
MT Plates, Inc. June 2015 - Present
Janus Capital Group January 2011 - June 2011
Ameriprise Financial February 2007 - July 2009
Ameriprise Financial November 2004 - February 2007
American Express May 2003 - November 2004
American Express June 2002 - May 2003
Education
Yale School of Management 2000 — 2002
MBA, Strategy, Finance
University of Houston 1991 — 1995
BBA, Marketing
University of Denver 1990 — 1991
John Venne, CFP®, ChFC®'s Ameriprise Financial Experience September 2005 - July 2009
Job Private Wealth Advisor
Industry Financial Services
Experience
LPL Financial August 2015 - Present
PNC Investments August 2009 - August 2015
Ameriprise Financial September 2005 - July 2009
Newmark & Company Real Estate May 2004 - June 2005
Canon August 2000 - April 2004
Education
University of Delaware 1996 — 2000
BS
Holy Ghost
LPL Financial August 2015 - Present
PNC Investments August 2009 - August 2015
Ameriprise Financial September 2005 - July 2009
Newmark & Company Real Estate May 2004 - June 2005
Canon August 2000 - April 2004
Education
University of Delaware 1996 — 2000
BS
Holy Ghost
Liz Legacy's Ameriprise Financial Experience 2002 - 2006
Job
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network February 2013 - October 2013
Commonwealth Financial Network September 2011 - February 2013
LPL July 2007 - December 2010
LPL Financial 2006 - 2007
Ameriprise Financial 2002 - 2006
American Express Financial Advisors 2001 - 2002
Education
University of Redlands 2004 — 2006
M.B.A, Finance
University of California, Santa Cruz 1999 — 2000
B.A., Business Management Economics
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network February 2013 - October 2013
Commonwealth Financial Network September 2011 - February 2013
LPL July 2007 - December 2010
LPL Financial 2006 - 2007
Ameriprise Financial 2002 - 2006
American Express Financial Advisors 2001 - 2002
Education
University of Redlands 2004 — 2006
M.B.A, Finance
University of California, Santa Cruz 1999 — 2000
B.A., Business Management Economics
Rea Mayer's Ameriprise Financial Experience April 2006 - September 2007
Job Administrative Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
UBS Financial Services Inc. April 2012 - July 2013
UBS Financial Services Inc. October 2009 - April 2012
UBS Financial Services Inc. July 2008 - October 2009
Citi Smith Barney September 2007 - July 2008
Ameriprise Financial April 2006 - September 2007
Machine Shop Marketing March 2004 - April 2006
Education
University of California, Los Angeles 2000 — 2005
RBC Wealth Management August 2013 - Present
UBS Financial Services Inc. April 2012 - July 2013
UBS Financial Services Inc. October 2009 - April 2012
UBS Financial Services Inc. July 2008 - October 2009
Citi Smith Barney September 2007 - July 2008
Ameriprise Financial April 2006 - September 2007
Machine Shop Marketing March 2004 - April 2006
Education
University of California, Los Angeles 2000 — 2005
Faye Tran's Ameriprise Financial Experience November 2007 - March 2010
Job Vice President of Investments at Chase
Industry Financial Services
Experience
Chase Investment Services March 2010 - Present
Ameriprise Financial November 2007 - March 2010
Windsor Hotel January 2005 - October 2006
Bank of the West August 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
International Economics
San Marino High School 1994 — 1997
Chase Investment Services March 2010 - Present
Ameriprise Financial November 2007 - March 2010
Windsor Hotel January 2005 - October 2006
Bank of the West August 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
International Economics
San Marino High School 1994 — 1997
Margery Birkedal's Ameriprise Financial Experience September 2008 - September 2009
Job Financial Advisor HD Vest
Industry Financial Services
Experience
HD Vest September 2009 - Present
Ameriprise Financial September 2008 - September 2009
H&R Block Financial Advisors January 2000 - September 2009
Skills
Retirement Planning, Series 7, Uniform Combined State..., Retirement, Saving for Education, IRAs, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Investment Strategies, 401k, 401k Rollovers
Education
University of Colorado at Boulder
HD Vest September 2009 - Present
Ameriprise Financial September 2008 - September 2009
H&R Block Financial Advisors January 2000 - September 2009
Skills
Retirement Planning, Series 7, Uniform Combined State..., Retirement, Saving for Education, IRAs, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Investment Strategies, 401k, 401k Rollovers
Education
University of Colorado at Boulder
Niki Patel's Ameriprise Financial Experience December 2005 - June 2006
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture August 2008 - Present
Merrill Lynch August 2006 - January 2007
Ameriprise Financial December 2005 - June 2006
Buzztone September 2005 - December 2005
Skills
Business Process Design, Project Planning, Project Implementation, Strategic Planning, Data Analysis, Excel, Metrics Definition, Order to Cash, Procure to Pay, Openlink, Project Portfolio..., Offshore Management, Functional..., Functional Design, Gap Analysis, Fixed Asset Management, Trading Systems, Greenhouse Gas, Carbon Trading, Balanced Scorecard, ETRM, Finance, Shared Services, Microsoft Excel, Business Analysis, Management Consulting, Business Process, Strategy, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics and Psychology
University of California, Los Angeles 2004 — 2008
B.A., Economics and Psychology
Accenture August 2008 - Present
Merrill Lynch August 2006 - January 2007
Ameriprise Financial December 2005 - June 2006
Buzztone September 2005 - December 2005
Skills
Business Process Design, Project Planning, Project Implementation, Strategic Planning, Data Analysis, Excel, Metrics Definition, Order to Cash, Procure to Pay, Openlink, Project Portfolio..., Offshore Management, Functional..., Functional Design, Gap Analysis, Fixed Asset Management, Trading Systems, Greenhouse Gas, Carbon Trading, Balanced Scorecard, ETRM, Finance, Shared Services, Microsoft Excel, Business Analysis, Management Consulting, Business Process, Strategy, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics and Psychology
University of California, Los Angeles 2004 — 2008
B.A., Economics and Psychology
Gregg, Angela's Ameriprise Financial Experience Senior Financial AdvisorAmeriprise Financial Services, Inc.2001 - Present
Job Senior Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Senior Financial AdvisorAmeriprise Financial Services, Inc.2001 - Present
ameriprise financial 2002 - 2008
Education
University of California, Santa Barbara 1998 — 2001
Law and Society and Communications
Ameriprise Financial Senior Financial AdvisorAmeriprise Financial Services, Inc.2001 - Present
ameriprise financial 2002 - 2008
Education
University of California, Santa Barbara 1998 — 2001
Law and Society and Communications
Robert Adams, CFP®, CFS®, CRPC®'s Ameriprise Financial Experience February 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial February 2004 - Present
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business Economics and Communication, emphasis in Accounting, Minor in Sport Management
Ameriprise Financial February 2004 - Present
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business Economics and Communication, emphasis in Accounting, Minor in Sport Management
Harry Poindexter's Ameriprise Financial Experience October 2008 - May 2012
Job Sales Consultant
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey October 2012 - Present
Ameriprise Financial October 2008 - May 2012
Great Commission Ministries 1984 - 2008
New Life Community Church July 2000 - July 2007
Skills
Finance, Leadership Development, PowerPoint, Sales, Insurance, Public Speaking, Customer Service, Retirement Planning, Leadership, Fundraising, Strategic Planning, Non-profits, Fixed Annuities
Education
University of Denver 1966 — 1971
BA, Speech-Communications
Pembroke country day 1963 — 1966
Horizon Blue Cross Blue Shield of New Jersey October 2012 - Present
Ameriprise Financial October 2008 - May 2012
Great Commission Ministries 1984 - 2008
New Life Community Church July 2000 - July 2007
Skills
Finance, Leadership Development, PowerPoint, Sales, Insurance, Public Speaking, Customer Service, Retirement Planning, Leadership, Fundraising, Strategic Planning, Non-profits, Fixed Annuities
Education
University of Denver 1966 — 1971
BA, Speech-Communications
Pembroke country day 1963 — 1966
Maria Dozier's Ameriprise Financial Experience July 2004 - July 2008
Job Program Coordinator at Big Brothers Big Sisters of Greater Charlotte
Industry Individual & Family Services
Experience
Big Brothers Big Sisters of Greater Charlotte August 2015 - Present
Big Brothers Big Sisters of Greater Charlotte August 2015 - Present
Big Brothers Big Sisters of Greater Charlotte October 2012 - August 2015
Ameriprise Financial July 2004 - July 2008
Eastwood Elementary School August 1981 - June 2001
Skills
Leadership, Nonprofits, Fundraising, Coaching, Conflict Resolution, Volunteer Management, Team Building, Public Speaking, Workshop Facilitation, Training, Time Management, Grant Writing, Teaching, Program Development, Interviews, Event Management, Budgets, Career Counseling
Education
University of Cincinnati 1977 — 1981
Bachelor's degree, Education
University of Cincinnati 1977 — 1981
BA, Education
Big Brothers Big Sisters of Greater Charlotte August 2015 - Present
Big Brothers Big Sisters of Greater Charlotte August 2015 - Present
Big Brothers Big Sisters of Greater Charlotte October 2012 - August 2015
Ameriprise Financial July 2004 - July 2008
Eastwood Elementary School August 1981 - June 2001
Skills
Leadership, Nonprofits, Fundraising, Coaching, Conflict Resolution, Volunteer Management, Team Building, Public Speaking, Workshop Facilitation, Training, Time Management, Grant Writing, Teaching, Program Development, Interviews, Event Management, Budgets, Career Counseling
Education
University of Cincinnati 1977 — 1981
Bachelor's degree, Education
University of Cincinnati 1977 — 1981
BA, Education
Adam Guzkowski's Ameriprise Financial Experience March 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2007 - Present
Education
University of California, Riverside 2002 — 2007
Ameriprise Financial March 2007 - Present
Education
University of California, Riverside 2002 — 2007
Earl Morgan's Ameriprise Financial Experience May 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2003 - Present
Greentree Brokerage Services July 2001 - November 2002
Pryor, McClendon & Counts, Inc. December 1992 - July 2001
Education
University of Delaware 1986 — 1992
Ameriprise Financial May 2003 - Present
Greentree Brokerage Services July 2001 - November 2002
Pryor, McClendon & Counts, Inc. December 1992 - July 2001
Education
University of Delaware 1986 — 1992
Peter Langlois's Ameriprise Financial Experience February 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1996 - Present
Education
University of California, Berkeley 1980 — 1984
Ameriprise Financial February 1996 - Present
Education
University of California, Berkeley 1980 — 1984
Tracey Cramer's Ameriprise Financial Experience November 2008 - Present
Job Financial Advisor / Assoc. VP
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H and R Block Financial Advisors August 2007 - November 2008
A.G. Edwards December 1986 - August 2007
Education
UCLA 1980 — 1985
B.A., psychology
University High. Los Angeles 1976 — 1980
Ameriprise Financial November 2008 - Present
H and R Block Financial Advisors August 2007 - November 2008
A.G. Edwards December 1986 - August 2007
Education
UCLA 1980 — 1985
B.A., psychology
University High. Los Angeles 1976 — 1980
Deborah Warringer, EA, CFP, CFCA's Ameriprise Financial Experience 1998 - 2005
Job CEO at Financial Advisory Solutions, Inc.
Industry Financial Services
Experience
Financial Advisory Solutions, Inc. September 2001 - Present
Ameriprise Financial 1998 - 2005
Metropolitan Life Insurance Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning
Education
University of Central Florida - College of Business Administration 1983 — 1987
BSBA, Marketing
Financial Advisory Solutions, Inc. September 2001 - Present
Ameriprise Financial 1998 - 2005
Metropolitan Life Insurance Company 1997 - 1999
Skills
Strategic Financial..., Estate Planning
Education
University of Central Florida - College of Business Administration 1983 — 1987
BSBA, Marketing
Lang, Kevin's Ameriprise Financial Experience October 1997 - Present
Job Financial Advisor, CFP, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 1997 - Present
Education
University of California, Berkeley 1988 — 1992
Ameriprise Financial October 1997 - Present
Education
University of California, Berkeley 1988 — 1992
Shalini Gupta's Ameriprise Financial Experience September 2007 - June 2008
Job Human Capital Consultant Organization Transformation and Talent
Industry Management Consulting
Experience
Deloitte July 2014 - Present
Experian December 2012 - July 2014
Deutsche Bank April 2011 - December 2012
Deutsche Bank May 2010 - April 2011
American Musical and Dramatic Academy March 2009 - May 2010
Ameriprise Financial September 2007 - June 2008
Skills
Recruiting, Human Resources, Training, Onboarding, Organizational..., Interviews, HRIS, Leadership, Management, Employee Benefits, PeopleSoft, New Hire Orientations, Access, Strategy, Analysis, Change Management
Education
University of Minnesota-Twin Cities 2006 — 2008
Master's Degree, Human Resources and Industrial Relations
University of California, Irvine 2002 — 2006
Bachelor of Arts, Psychology, Cognitive Sciences
Deloitte July 2014 - Present
Experian December 2012 - July 2014
Deutsche Bank April 2011 - December 2012
Deutsche Bank May 2010 - April 2011
American Musical and Dramatic Academy March 2009 - May 2010
Ameriprise Financial September 2007 - June 2008
Skills
Recruiting, Human Resources, Training, Onboarding, Organizational..., Interviews, HRIS, Leadership, Management, Employee Benefits, PeopleSoft, New Hire Orientations, Access, Strategy, Analysis, Change Management
Education
University of Minnesota-Twin Cities 2006 — 2008
Master's Degree, Human Resources and Industrial Relations
University of California, Irvine 2002 — 2006
Bachelor of Arts, Psychology, Cognitive Sciences
Tod Hicks's Ameriprise Financial Experience 1998 - 2008
Job Senior Project/Program Manager at Financial Industry Technical Services, Inc.
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. March 1997 - Present
Ameriprise Financial Services, Inc. April 2010 - January 2013
U.S. Bank July 2009 - March 2010
BNP Paribas June 2008 - June 2009
Ameriprise Financial 1998 - 2008
American Express 1998 - 2006
U.S. Bank 1997 - 2001
Skills
Requirements Gathering, PMO, Business Analysis, SDLC, Project Portfolio..., PMP, Requirements Analysis, Financial Services, Business Requirements, Process Improvement, Business Process..., Program Management, Visio, Risk Management, Software Project..., User Acceptance Testing, Business Process, IT Strategy
Education
University of California, Irvine 1989 — 1991
Bachelor's degree, Economics
Financial Industry Technical Services, Inc. March 1997 - Present
Ameriprise Financial Services, Inc. April 2010 - January 2013
U.S. Bank July 2009 - March 2010
BNP Paribas June 2008 - June 2009
Ameriprise Financial 1998 - 2008
American Express 1998 - 2006
U.S. Bank 1997 - 2001
Skills
Requirements Gathering, PMO, Business Analysis, SDLC, Project Portfolio..., PMP, Requirements Analysis, Financial Services, Business Requirements, Process Improvement, Business Process..., Program Management, Visio, Risk Management, Software Project..., User Acceptance Testing, Business Process, IT Strategy
Education
University of California, Irvine 1989 — 1991
Bachelor's degree, Economics
Rodney Hermann's Ameriprise Financial Experience August 2005 - July 2006
Job Attorney
Industry Law Practice
Experience
Montgomery County State's Attorney's Office February 2012 - Present
Hughes Network Systems August 2006 - May 2008
Ameriprise Financial August 2005 - July 2006
Skills
Litigation, Legal Writing, Mediation, Legal Research, Project Management, Telecommunications, Research, Public Speaking, Legal Advice, Westlaw
Education
University of Baltimore School of Law 2008 — 2011
J.D., cum laude
University of Miami - School of Business 2001 — 2005
B.A., Business Management and Organization, Minor in Finance
Our Lady of Good Counsel High School 1997 — 2001
Montgomery County State's Attorney's Office February 2012 - Present
Hughes Network Systems August 2006 - May 2008
Ameriprise Financial August 2005 - July 2006
Skills
Litigation, Legal Writing, Mediation, Legal Research, Project Management, Telecommunications, Research, Public Speaking, Legal Advice, Westlaw
Education
University of Baltimore School of Law 2008 — 2011
J.D., cum laude
University of Miami - School of Business 2001 — 2005
B.A., Business Management and Organization, Minor in Finance
Our Lady of Good Counsel High School 1997 — 2001
lauren raus's Ameriprise Financial Experience financial advisorameriprise financial2005 - 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial financial advisorameriprise financial2005 - 2008
Education
University of Delaware 2001 — 2005
Ameriprise Financial financial advisorameriprise financial2005 - 2008
Education
University of Delaware 2001 — 2005
Adrienne Schroder's Ameriprise Financial Experience November 1999 - Present
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 1999 - Present
Fidelity Investments 1998 - 1999
Education
University of Cincinnati 1994 — 1996
Ameriprise Financial November 1999 - Present
Fidelity Investments 1998 - 1999
Education
University of Cincinnati 1994 — 1996
Bob Buschur's Ameriprise Financial Experience 2007 - 2008
Job Assistant Trainer at Mike Roberts Stables
Industry Sports
Experience
Boone's Farm and Stable January 2010 - November 2011
Ameriprise Financial 2007 - 2008
Boone's Farm & Stable January 2005 - February 2007
Lakona Farm December 2002 - August 2004
McMahan's Bottle Gas January 1994 - November 2002
Education
University of Dayton 1995 — 1999
Bachelor of Science, Management and Marketing
Boone's Farm and Stable January 2010 - November 2011
Ameriprise Financial 2007 - 2008
Boone's Farm & Stable January 2005 - February 2007
Lakona Farm December 2002 - August 2004
McMahan's Bottle Gas January 1994 - November 2002
Education
University of Dayton 1995 — 1999
Bachelor of Science, Management and Marketing
Miguel A. Riveros CRPC's Ameriprise Financial Experience October 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
Phillips Van Heusen January 2000 - October 2005
Skills
Retirement Planning, Team Leadership, Retirement, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Investment Strategies, Management, Investments
Education
University of Central Florida - College of Business Administration 2001 — 2005
B.S.B.A., Finance
Ameriprise Financial October 2005 - Present
Phillips Van Heusen January 2000 - October 2005
Skills
Retirement Planning, Team Leadership, Retirement, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Investment Strategies, Management, Investments
Education
University of Central Florida - College of Business Administration 2001 — 2005
B.S.B.A., Finance
Edward Dunphy's Ameriprise Financial Experience October 2004 - March 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
TD Ameritrade March 2011 - Present
Fidelity Investments January 2011 - February 2011
Fidelity Investments April 2009 - January 2011
Ameriprise Financial October 2004 - March 2009
Skills
Salesforce.com, Personal Financial..., Morningstar, Naviplan, Series 7, Series 66, Retirement Planning, Wealth Management..., Investments, Direct Sales, Wealth Management, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Financial Planning, Finance, Mutual Funds, Securities, Uniform Combined State...
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Jeanne Robb's Ameriprise Financial Experience January 2006 - June 2006
Job Vice President Corporate and Investment Bank Liquidity Controller at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase May 2011 - May 2013
JPMorgan Chase January 2009 - May 2011
JPMorgan Chase June 2006 - January 2009
Ameriprise Financial January 2006 - June 2006
Education
University of Delaware 2002 — 2006
BS, Finance
JPMorgan Chase May 2013 - Present
JPMorgan Chase May 2011 - May 2013
JPMorgan Chase January 2009 - May 2011
JPMorgan Chase June 2006 - January 2009
Ameriprise Financial January 2006 - June 2006
Education
University of Delaware 2002 — 2006
BS, Finance
Phong Trang's Ameriprise Financial Experience March 2005 - June 2007
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Mark Byrnside's Ameriprise Financial Experience November 2000 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2000 - Present
Education
The University of Charleston
Marketing
Ameriprise Financial November 2000 - Present
Education
The University of Charleston
Marketing
Lloyd Macedo, CFP®, CRPS®, AWMA®'s Ameriprise Financial Experience May 2006 - September 2007
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2013 - May 2015
Merrill Lynch January 2013 - April 2013
AmTrust Bank September 2007 - August 2012
Southeast Florida UCF Alumni Club June 2010 - June 2011
Ameriprise Financial May 2006 - September 2007
Education
University of Miami - School of Business 2011 — 2013
MBA, Finance and Mergers & Acquisitions
University of Central Florida 2002 — 2006
Business Administration, General Business/Economics
Julita Kargol's Ameriprise Financial Experience March 1998 - Present
Job Legal Affairs Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 1998 - Present
Ameriprise Financial Services, Inc. March 1998 - Present
Skills
Security Law, Security litigation, Security Arbitration, Broker-dealer..., Excellent communication..., Legal Research Skills, Excellent..., Multi-tasked, Teamwork, Attentiveness to Detail, E-discovery skills, Word Processing skills, Fluent in polish..., Legal database skills, Internet research, Legal Research, Online Research, Word Processors, Corporate Law, Employment Law, Litigation Support
Education
University of Detroit Mercy 1996 — 1998
Paralegal, Law
University of Warsaw 1980 — 1985
Master, Law and Administration
Ameriprise Financial March 1998 - Present
Ameriprise Financial Services, Inc. March 1998 - Present
Skills
Security Law, Security litigation, Security Arbitration, Broker-dealer..., Excellent communication..., Legal Research Skills, Excellent..., Multi-tasked, Teamwork, Attentiveness to Detail, E-discovery skills, Word Processing skills, Fluent in polish..., Legal database skills, Internet research, Legal Research, Online Research, Word Processors, Corporate Law, Employment Law, Litigation Support
Education
University of Detroit Mercy 1996 — 1998
Paralegal, Law
University of Warsaw 1980 — 1985
Master, Law and Administration
charles haelig's Ameriprise Financial Experience March 2008 - Present
Job Region Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2008 - Present
Thrivent Financial September 2000 - September 2002
Education
University of California, Davis 1973 — 1978
BS, Zoology
Ameriprise Financial March 2008 - Present
Thrivent Financial September 2000 - September 2002
Education
University of California, Davis 1973 — 1978
BS, Zoology
Steven Beaupre's Ameriprise Financial Experience May 2010 - November 2012
Job at
Industry Financial Services
Experience
Cetera Investment Services August 2013 - Present
Ameriprise Financial May 2010 - November 2012
RBC Dain Rauscher December 2007 - November 2008
RSM McGladrey July 2001 - December 2007
American Express Financial Advisors December 1997 - July 2001
Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments
Education
University of Minnesota Duluth 1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations
University of Birmingham 1987 — 1988
History
Cetera Investment Services August 2013 - Present
Ameriprise Financial May 2010 - November 2012
RBC Dain Rauscher December 2007 - November 2008
RSM McGladrey July 2001 - December 2007
American Express Financial Advisors December 1997 - July 2001
Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments
Education
University of Minnesota Duluth 1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations
University of Birmingham 1987 — 1988
History
Yifan (Eileen) Li's Ameriprise Financial Experience March 2009 - May 2009
Job Accountant at Northeast Int'l Market
Industry Accounting
Experience
Northeast Int'l Market January 2013 - Present
DS Trading LLC December 2009 - January 2013
Ameriprise Financial March 2009 - May 2009
Delaware Earned Income Tax Credit Campaign February 2009 - April 2009
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Accounting, Payroll, Forecasting, Journal Entries, Bank Reconciliation, Tax, Bookkeeping, Tax Returns, Payments, Financial Accounting, Financial Reporting, GAAP
Education
University of Delaware 2008 — 2009
Master's, Accounting
University of International Business and Economics 2003 — 2007
Bachelor, Management; Accounting
Beijing No.4 High School 2000 — 2003
Northeast Int'l Market January 2013 - Present
DS Trading LLC December 2009 - January 2013
Ameriprise Financial March 2009 - May 2009
Delaware Earned Income Tax Credit Campaign February 2009 - April 2009
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Accounting, Payroll, Forecasting, Journal Entries, Bank Reconciliation, Tax, Bookkeeping, Tax Returns, Payments, Financial Accounting, Financial Reporting, GAAP
Education
University of Delaware 2008 — 2009
Master's, Accounting
University of International Business and Economics 2003 — 2007
Bachelor, Management; Accounting
Beijing No.4 High School 2000 — 2003
John Campbell's Ameriprise Financial Experience May 2007 - August 2007
Job Cofounder at Pyne
Industry Financial Services
Experience
Pyne August 2013 - Present
Alvarez & Marsal January 2013 - Present
PricewaterhouseCoopers September 2010 - January 2013
Hostel Business May 2009 - December 2009
John W. Kluge May 2009 - September 2009
Ameriprise Financial May 2007 - August 2007
Vector Marketing Corporation May 2005 - August 2005
Skills
Product Management, Business Strategy, Entrepreneurship, Start-ups, Management, Leadership, Social Media, Financial Modeling, Valuation, Financial Analysis, Finance, Business Valuation, Microsoft Office, Corporate Finance, Microsoft Excel, Research, Mergers & Acquisitions, Analysis
Education
University of Virginia 2005 — 2009
B.S., Commerce: Finance and Marketing
University of Auckland 2008 — 2008
Business
Pyne August 2013 - Present
Alvarez & Marsal January 2013 - Present
PricewaterhouseCoopers September 2010 - January 2013
Hostel Business May 2009 - December 2009
John W. Kluge May 2009 - September 2009
Ameriprise Financial May 2007 - August 2007
Vector Marketing Corporation May 2005 - August 2005
Skills
Product Management, Business Strategy, Entrepreneurship, Start-ups, Management, Leadership, Social Media, Financial Modeling, Valuation, Financial Analysis, Finance, Business Valuation, Microsoft Office, Corporate Finance, Microsoft Excel, Research, Mergers & Acquisitions, Analysis
Education
University of Virginia 2005 — 2009
B.S., Commerce: Finance and Marketing
University of Auckland 2008 — 2008
Business
Ann Marie Lang's Ameriprise Financial Experience 2007 - 2009
Job Financial Adviser with Eagle Strategies LLC helping businesses and families create and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company 2009 - Present
Ameriprise Financial 2007 - 2009
Skills
Retirement Planning, Variable Annuities, Strategic Financial..., Retirement, Fixed Annuities
Education
University of California, Irvine 1987 — 1990
Bachelor
New York Life Insurance Company 2009 - Present
Ameriprise Financial 2007 - 2009
Skills
Retirement Planning, Variable Annuities, Strategic Financial..., Retirement, Fixed Annuities
Education
University of California, Irvine 1987 — 1990
Bachelor
Raymond Mirando's Ameriprise Financial Experience September 2005 - December 2006
Job Financial Anlayst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Daniel Kenel's Ameriprise Financial Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2007 - Present
Skills
Public Speaking, Marketing, Nonprofits, Team Building, Leadership, Series 7, Strategic Planning, Microsoft Office, Series 63, Social Media, CRPC
Education
University of Arizona 1975 — 1978
BSBA, Accounting
Ameriprise Financial 2007 - Present
Skills
Public Speaking, Marketing, Nonprofits, Team Building, Leadership, Series 7, Strategic Planning, Microsoft Office, Series 63, Social Media, CRPC
Education
University of Arizona 1975 — 1978
BSBA, Accounting
Kelly Jue's Ameriprise Financial Experience June 2007 - September 2007
Job Special Education Instructional Assistant at Los Alamitos Unified School District
Industry Automotive
Experience
Los Alamitos Unified School District November 2013 - Present
Lexus January 2012 - June 2013
UCLA Young Research Library June 2010 - December 2011
Relief International June 2011 - September 2011
Ameriprise Financial June 2007 - September 2007
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics/International Area Studies
Los Alamitos Unified School District November 2013 - Present
Lexus January 2012 - June 2013
UCLA Young Research Library June 2010 - December 2011
Relief International June 2011 - September 2011
Ameriprise Financial June 2007 - September 2007
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics/International Area Studies
Debi Perkins's Ameriprise Financial Experience 1989 - 1991
Job Association Manager at Towne Properties
Industry Real Estate
Experience
Towne Properties September 2001 - Present
HQ Global 1999 - 2001
Ameriprise Financial 1989 - 1991
US Playing Card 1978 - 1985
Education
University of Cincinnati 1971 — 1977
Towne Properties September 2001 - Present
HQ Global 1999 - 2001
Ameriprise Financial 1989 - 1991
US Playing Card 1978 - 1985
Education
University of Cincinnati 1971 — 1977
Cara Drago's Ameriprise Financial Experience February 2007 - December 2007
Job Catastrophe Analyst at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter March 2015 - Present
Guy Carpenter January 2013 - Present
Coventry First, LLC February 2012 - January 2013
Coventry First, LLC August 2008 - February 2012
Ameriprise Financial February 2007 - December 2007
Skills
Underwriting, Risk Management, Investments, Insurance, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Mathematics, Economics, Business Administration, German
Guy Carpenter March 2015 - Present
Guy Carpenter January 2013 - Present
Coventry First, LLC February 2012 - January 2013
Coventry First, LLC August 2008 - February 2012
Ameriprise Financial February 2007 - December 2007
Skills
Underwriting, Risk Management, Investments, Insurance, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Mathematics, Economics, Business Administration, German
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.