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
Larry K. Fox, CLU®, ChFC®, CFP® Larry K. Fox, CLU®, ChFC®, CFP®'s Ameriprise Financial Experience March 1974 - February 1993
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2007 - Present
Ameriprise Financial Services, Inc. February 1993 - March 2007
Ameriprise Financial March 1974 - February 1993
Ameriprise Financial Services, Inc. October 1971 - March 1974
Education
University of Northern Iowa
Bachelor's degree, Marketing
Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. March 2007 - Present
Ameriprise Financial Services, Inc. February 1993 - March 2007
Ameriprise Financial March 1974 - February 1993
Ameriprise Financial Services, Inc. October 1971 - March 1974
Education
University of Northern Iowa
Bachelor's degree, Marketing
Jay Preston Jay Preston's Ameriprise Financial Experience June 2008 - August 2008
Job Product Analyst, Retirement Advisory Services at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Lincoln Financial Group July 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
OpenDesks Inc. May 2012 - November 2012
Transit Systems, Inc. May 2011 - August 2011
Starbucks Coffee Company September 2010 - May 2011
Ameriprise Financial June 2008 - August 2008
Skills
Start-ups, Microsoft Office, Project Management, Marketing Communications, Marketing Strategy, Social Media, Marketing, Customer Service, Market Research, Strategic Partnerships, Blogging, Microsoft Excel, Leadership, Public Speaking, Research, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, History, Economics
Lincoln Financial Group July 2015 - Present
Lincoln Financial Group July 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
OpenDesks Inc. May 2012 - November 2012
Transit Systems, Inc. May 2011 - August 2011
Starbucks Coffee Company September 2010 - May 2011
Ameriprise Financial June 2008 - August 2008
Skills
Start-ups, Microsoft Office, Project Management, Marketing Communications, Marketing Strategy, Social Media, Marketing, Customer Service, Market Research, Strategic Partnerships, Blogging, Microsoft Excel, Leadership, Public Speaking, Research, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts, History, Economics
Angela Hobart Angela Hobart's Ameriprise Financial Experience August 2009 - April 2010
Job Financial Advisor Dell Financial Services at Dell
Industry Information Technology and Services
Experience
Dell March 2014 - Present
Dell February 2012 - March 2014
EnterPricing September 2011 - December 2011
Sierra Club June 2011 - August 2011
Intel Corporation June 2010 - August 2010
Ameriprise Financial August 2009 - April 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
BSBA, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration and Management, General
Thomas Jefferson High School for Science and Technology 2004 — 2007
Dell March 2014 - Present
Dell February 2012 - March 2014
EnterPricing September 2011 - December 2011
Sierra Club June 2011 - August 2011
Intel Corporation June 2010 - August 2010
Ameriprise Financial August 2009 - April 2010
Education
University of North Carolina at Chapel Hill 2007 — 2011
BSBA, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration and Management, General
Thomas Jefferson High School for Science and Technology 2004 — 2007
Alison Yoder Alison Yoder's Ameriprise Financial Experience August 2005 - September 2010
Job Retirement Plan Specialist at Centennial Capital Partners
Industry Financial Services
Experience
Centennial Capital Partners September 2014 - Present
Sharkey, Howes & Javer February 2012 - June 2014
AMERIPRISE FINANCIAL August 2005 - September 2010
American Express Financial Advisors February 2004 - July 2005
FIRST INVESTORS January 2000 - January 2004
Shaw Construction LLC 1993 - 1995
Education
Financial Planning class 2006 — 2007
Finance, General
University of Northern Colorado 1995 — 1999
Bachelor of Science, Finance
Wheat Ridge High School 1991 — 1995
Centennial Capital Partners September 2014 - Present
Sharkey, Howes & Javer February 2012 - June 2014
AMERIPRISE FINANCIAL August 2005 - September 2010
American Express Financial Advisors February 2004 - July 2005
FIRST INVESTORS January 2000 - January 2004
Shaw Construction LLC 1993 - 1995
Education
Financial Planning class 2006 — 2007
Finance, General
University of Northern Colorado 1995 — 1999
Bachelor of Science, Finance
Wheat Ridge High School 1991 — 1995
David Williams David Williams's Ameriprise Financial Experience 2004 - 2007
Job Senior Vice President, Digital Marketing at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo December 2013 - Present
Wells Fargo 2009 - December 2013
Wells Fargo 2007 - September 2009
Ameriprise Financial 2004 - 2007
Target 2003 - 2004
Ameriprise Financial 1998 - 2003
US Bank 1995 - 1998
Skills
SEM, Display Advertising, Online Advertising, Mobile Marketing, Mobile Advertising, Social Media Marketing, Direct Mail, Digital Marketing, Loyalty Marketing, Financial Services, Retail, PPC, Offline Marketing, Customer Acquisition, Customer Retention, Cross Selling, Marketing Strategy, Marketing Communications, Direct Marketing, Product Marketing, Email Marketing, Online Lead Generation, Project Management, Staff Management, Customer Segmentation..., Database Marketing, Integrated Marketing, Lead Generation, Loyalty Programs, Marketing Management, Multi-channel Marketing, Digital Strategy
Education
University of Northern Iowa
BA, Finance
University of St. Thomas
MBA, Marketing
Wells Fargo December 2013 - Present
Wells Fargo 2009 - December 2013
Wells Fargo 2007 - September 2009
Ameriprise Financial 2004 - 2007
Target 2003 - 2004
Ameriprise Financial 1998 - 2003
US Bank 1995 - 1998
Skills
SEM, Display Advertising, Online Advertising, Mobile Marketing, Mobile Advertising, Social Media Marketing, Direct Mail, Digital Marketing, Loyalty Marketing, Financial Services, Retail, PPC, Offline Marketing, Customer Acquisition, Customer Retention, Cross Selling, Marketing Strategy, Marketing Communications, Direct Marketing, Product Marketing, Email Marketing, Online Lead Generation, Project Management, Staff Management, Customer Segmentation..., Database Marketing, Integrated Marketing, Lead Generation, Loyalty Programs, Marketing Management, Multi-channel Marketing, Digital Strategy
Education
University of Northern Iowa
BA, Finance
University of St. Thomas
MBA, Marketing
Larry Mah Larry Mah's Ameriprise Financial Experience May 2007 - December 2011
Job Branch Controls Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2014 - Present
New England Financial, a MetLife company December 2011 - December 2013
Ameriprise Financial May 2007 - December 2011
Education
University of North Carolina at Charlotte 1982 — 1987
BA, Business Administration
AXA Advisors January 2014 - Present
New England Financial, a MetLife company December 2011 - December 2013
Ameriprise Financial May 2007 - December 2011
Education
University of North Carolina at Charlotte 1982 — 1987
BA, Business Administration
Jeff Moravec Jeff Moravec's Ameriprise Financial Experience 1986 - 1992
Job Communications, Public Relations, Content Strategy
Industry Public Relations and Communications
Experience
Jeff Moravec Communications LLC 2009 - Present
Animal Humane Society May 2012 - August 2014
Hazelden 1999 - 2008
Hazelden 1992 - 1999
Ameriprise Financial 1986 - 1992
Ameriprise Financial 1984 - 1986
Skills
Non-profits, Media Relations, Newsletters, Public Relations, Editing, Strategic Communications, Press Releases, Public Speaking, Content Management, Internal Communications, Crisis Communications, Corporate Communications, Speech Writing, Training, Nonprofits, Fundraising, Management, Copy Editing, Copywriting, Proofreading, Public Affairs, Marketing, Social Media Marketing, Mobile Technology, Spokesperson, Community Outreach, Marketing Communications, Social Media, Web Content, Philanthropy, Event Management, Email Marketing, Volunteer Management, Event Planning, Editorial, Communications Planning, Blogging, Advertising
Education
University of Northern Iowa
English, Journalism
Jeff Moravec Communications LLC 2009 - Present
Animal Humane Society May 2012 - August 2014
Hazelden 1999 - 2008
Hazelden 1992 - 1999
Ameriprise Financial 1986 - 1992
Ameriprise Financial 1984 - 1986
Skills
Non-profits, Media Relations, Newsletters, Public Relations, Editing, Strategic Communications, Press Releases, Public Speaking, Content Management, Internal Communications, Crisis Communications, Corporate Communications, Speech Writing, Training, Nonprofits, Fundraising, Management, Copy Editing, Copywriting, Proofreading, Public Affairs, Marketing, Social Media Marketing, Mobile Technology, Spokesperson, Community Outreach, Marketing Communications, Social Media, Web Content, Philanthropy, Event Management, Email Marketing, Volunteer Management, Event Planning, Editorial, Communications Planning, Blogging, Advertising
Education
University of Northern Iowa
English, Journalism
Candi Glazebrook's Ameriprise Financial Experience 2009 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Education
University of Oregon 1984 — 1988
B.A., Journalism
Ameriprise Financial 2009 - Present
Education
University of Oregon 1984 — 1988
B.A., Journalism
Charles A. Chambers Charles A. Chambers's Ameriprise Financial Experience 2007 - 2010
Job Senior Vice President Regional Manager BB&T Investment Services, Inc.
Industry Financial Services
Experience
BB&T Investment Services, Inc. 2010 - Present
Ameriprise Financial 2007 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1997 - 2007
Skills
Investment Strategies, Wealth Management, Series 7, Retirement Planning, Finance, Investments, Financial Services, Mutual Funds, Series 63, Financial Planning, Risk Management
Education
University of North Carolina at Chapel Hill
Economics, Finance
BB&T Investment Services, Inc. 2010 - Present
Ameriprise Financial 2007 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1997 - 2007
Skills
Investment Strategies, Wealth Management, Series 7, Retirement Planning, Finance, Investments, Financial Services, Mutual Funds, Series 63, Financial Planning, Risk Management
Education
University of North Carolina at Chapel Hill
Economics, Finance
Cindy Heller, MBA Cindy Heller, MBA's Ameriprise Financial Experience March 2010 - October 2010
Job Analyst Package Engineering
Industry Executive Office
Experience
3M February 2015 - Present
M & C Bed and Breakfast August 2012 - January 2015
Walmart Northern Plains Divisional Office October 2010 - July 2012
Ameriprise Financial March 2010 - October 2010
PricewaterhouseCoopers LLP March 2008 - March 2010
State Farm Insurance Companies May 2006 - June 2007
State Farm Insurance November 1999 - May 2006
Skills
Project Management, Office Management, Proofreading, Event Planning, Microsoft Word, Outlook, PowerPoint, Lotus Notes, Budgets, Microsoft Excel, Microsoft Office, Calendaring, Customer Service, Travel Arrangements, Human Resources, Time Management, Leadership, Insurance, Access, Pro, Management
Education
University of Phoenix 2004 — 2006
MBA, Business Administration - Marketing emphasis
University of Wisconsin-River Falls
Bachelor's degree, Business Administration, Management and Operations
3M February 2015 - Present
M & C Bed and Breakfast August 2012 - January 2015
Walmart Northern Plains Divisional Office October 2010 - July 2012
Ameriprise Financial March 2010 - October 2010
PricewaterhouseCoopers LLP March 2008 - March 2010
State Farm Insurance Companies May 2006 - June 2007
State Farm Insurance November 1999 - May 2006
Skills
Project Management, Office Management, Proofreading, Event Planning, Microsoft Word, Outlook, PowerPoint, Lotus Notes, Budgets, Microsoft Excel, Microsoft Office, Calendaring, Customer Service, Travel Arrangements, Human Resources, Time Management, Leadership, Insurance, Access, Pro, Management
Education
University of Phoenix 2004 — 2006
MBA, Business Administration - Marketing emphasis
University of Wisconsin-River Falls
Bachelor's degree, Business Administration, Management and Operations
Laura Pence Laura Pence's Ameriprise Financial Experience April 2008 - May 2009
Job Social Media Consultant, Social Media Speaker, Online Marketing Strategist, President
Industry Marketing and Advertising
Experience
Social Savvy Geek, LLC March 2010 - Present
SOC SendOutCards January 2012 - September 2015
Ameriprise Financial April 2008 - May 2009
Buffalo Wild Wings (Belle Enterprises) November 2006 - April 2008
Regal Entertainment Group August 1996 - December 2006
Capital One Financial March 2000 - January 2002
229th Engineer Battalion Virginia Army National Guard March 1996 - October 1998
Skills
Social Media Marketing, Social Media, Social Networking, Blogging, Facebook, Online Marketing, YouTube, SEO, Email Marketing, Wordpress, Web 2.0, Social Media Monitoring, Copywriting, Marketing Strategy, Online Communities, Social Networking Sites, Brand Development, Promotions, SMO, Social Marketing, Digital Marketing, Public Speaking, Online Advertising, Newsletters, Social Media Consulting, Social Media Measurement, Advertising, Community Sites, Website Development, Entrepreneurship, Small Business, Sales, Web Design, Digital Media, Web Marketing, Marketing, Training, Brand Management, Mobile Marketing, B2B Marketing, Strategy, Event Management, Lead Generation, Google Adwords, SEO copywriting, Social Media Strategist, Content Strategy, Digital Strategy, Web Content Management, Leadership
Education
University of Richmond 2012 — 2013
Continuing Studies- Non-Degree Program, US Master Swimming
Virginia Commonwealth University 1994 — 2011
Criminal Justice
Beta Tech 2001 — 2003
Associates, Computer Administrative Specialist
Clover Hill High School 1991 — 1994
Advanced Diploma, Advanced Studies
Open High School 1992 — 1993
General Studies
Social Savvy Geek, LLC March 2010 - Present
SOC SendOutCards January 2012 - September 2015
Ameriprise Financial April 2008 - May 2009
Buffalo Wild Wings (Belle Enterprises) November 2006 - April 2008
Regal Entertainment Group August 1996 - December 2006
Capital One Financial March 2000 - January 2002
229th Engineer Battalion Virginia Army National Guard March 1996 - October 1998
Skills
Social Media Marketing, Social Media, Social Networking, Blogging, Facebook, Online Marketing, YouTube, SEO, Email Marketing, Wordpress, Web 2.0, Social Media Monitoring, Copywriting, Marketing Strategy, Online Communities, Social Networking Sites, Brand Development, Promotions, SMO, Social Marketing, Digital Marketing, Public Speaking, Online Advertising, Newsletters, Social Media Consulting, Social Media Measurement, Advertising, Community Sites, Website Development, Entrepreneurship, Small Business, Sales, Web Design, Digital Media, Web Marketing, Marketing, Training, Brand Management, Mobile Marketing, B2B Marketing, Strategy, Event Management, Lead Generation, Google Adwords, SEO copywriting, Social Media Strategist, Content Strategy, Digital Strategy, Web Content Management, Leadership
Education
University of Richmond 2012 — 2013
Continuing Studies- Non-Degree Program, US Master Swimming
Virginia Commonwealth University 1994 — 2011
Criminal Justice
Beta Tech 2001 — 2003
Associates, Computer Administrative Specialist
Clover Hill High School 1991 — 1994
Advanced Diploma, Advanced Studies
Open High School 1992 — 1993
General Studies
Mitch Hodgkiss's Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor and Associate Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Alan Crews, CFP Alan Crews, CFP's Ameriprise Financial Experience 2005 - June 2014
Job Sr. Financial Services Rep., Princor Registered Rep., Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Ameriprise Financial 2005 - June 2014
Magellan Charter, St. Timothy's, and Carnage Middle schools 1998 - 2004
IBM 1982 - 1996
Skills
Financial Planning, Retirement Planning, Retirement Income..., Tax-advantaged..., Investment Advisory, Business Owner Planning, College Funding..., Asset Protection, Income Protection, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of North Carolina at Greensboro 1997 — 1998
M.S.
University of North Carolina at Chapel Hill 1978 — 1982
B.S.
Principal Financial Group July 2014 - Present
Ameriprise Financial 2005 - June 2014
Magellan Charter, St. Timothy's, and Carnage Middle schools 1998 - 2004
IBM 1982 - 1996
Skills
Financial Planning, Retirement Planning, Retirement Income..., Tax-advantaged..., Investment Advisory, Business Owner Planning, College Funding..., Asset Protection, Income Protection, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of North Carolina at Greensboro 1997 — 1998
M.S.
University of North Carolina at Chapel Hill 1978 — 1982
B.S.
Brendan K. Maginnis CRPC® Brendan K. Maginnis CRPC®'s Ameriprise Financial Experience June 2005 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial June 2005 - Present
Education
University of North Carolina at Greensboro 2000 — 2003
BA, Political Science
Ameriprise Financial June 2005 - Present
Education
University of North Carolina at Greensboro 2000 — 2003
BA, Political Science
Beth McGregor's Ameriprise Financial Experience 2006 - 2009
Job Writer, Editor, Client Support Specialist
Industry Executive Office
Experience
Self-employed writer 2012 - Present
Various financial services companies 2012 - Present
Ameriprise Financial 2006 - 2009
LAUSD 2000 - 2005
USC-ABBC Telemedical Consortium 1998 - 2000
University of Southern California 1995 - 2000
Skills
Microsoft Word, Microsoft Excel, Outlook, editing, structural editing, copy editing, teaching, classification, categorization, pattern recognition, training, corporate training, virtual training, rapid turnaround, oral communication, written communication, writing, client relations
Education
University of Southern California
MA, Liberal Arts
Harpur College, SUNY Binghamton
BA, Linguistics/Literature
Self-employed writer 2012 - Present
Various financial services companies 2012 - Present
Ameriprise Financial 2006 - 2009
LAUSD 2000 - 2005
USC-ABBC Telemedical Consortium 1998 - 2000
University of Southern California 1995 - 2000
Skills
Microsoft Word, Microsoft Excel, Outlook, editing, structural editing, copy editing, teaching, classification, categorization, pattern recognition, training, corporate training, virtual training, rapid turnaround, oral communication, written communication, writing, client relations
Education
University of Southern California
MA, Liberal Arts
Harpur College, SUNY Binghamton
BA, Linguistics/Literature
Jake Easterly, CFP®, CRPC® Jake Easterly, CFP®, CRPC®'s Ameriprise Financial Experience February 2008 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2008 - Present
Northwestern Mutual Financial Network April 2007 - December 2007
Education
University of Portland 2003 — 2007
B.B.A., Finance
Ameriprise Financial February 2008 - Present
Northwestern Mutual Financial Network April 2007 - December 2007
Education
University of Portland 2003 — 2007
B.B.A., Finance
Debra J Smith Debra J Smith's Ameriprise Financial Experience 2007 - May 2013
Job Learning & Development Manager at CHS, Inc.
Industry Human Resources
Experience
Ameriprise Financial 2007 - May 2013
Ameriprise Financial Services, Inc. 1995 - 2007
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) 1991 - 1995
Skills
Leadership Development, Performance Management, Team Leadership, Succession Planning, Onboarding, Leadership, Change Management, Instructional Design, Organizational Design, Team Building, Personnel Management, Employee Benefits, Talent Management, Workshop Facilitation, Employee Engagement, Coaching, Training Delivery, Career Development, Organizational..., Training, Workforce Planning, Cross-functional Team..., Project Management, Strategic Planning, Management, Human Resources, Talent Acquisition, Organizational..., Employee Relations, Recruiting, Culture Change, Executive Coaching
Education
University of Northern Iowa
Bachelor of Arts in Education: University of Northern Iowa, Cedar Falls, IA
University of St. Thomas
Masters level coursework in Human Resource Development: University of St. Thomas, St. Paul, MN
Ameriprise Financial 2007 - May 2013
Ameriprise Financial Services, Inc. 1995 - 2007
Ameriprise Financial Services, Inc. (Formerly American Express Financial Advisors) 1991 - 1995
Skills
Leadership Development, Performance Management, Team Leadership, Succession Planning, Onboarding, Leadership, Change Management, Instructional Design, Organizational Design, Team Building, Personnel Management, Employee Benefits, Talent Management, Workshop Facilitation, Employee Engagement, Coaching, Training Delivery, Career Development, Organizational..., Training, Workforce Planning, Cross-functional Team..., Project Management, Strategic Planning, Management, Human Resources, Talent Acquisition, Organizational..., Employee Relations, Recruiting, Culture Change, Executive Coaching
Education
University of Northern Iowa
Bachelor of Arts in Education: University of Northern Iowa, Cedar Falls, IA
University of St. Thomas
Masters level coursework in Human Resource Development: University of St. Thomas, St. Paul, MN
Eva Wilde, CFP® Eva Wilde, CFP®'s Ameriprise Financial Experience October 2008 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
Education
AA in Finance, University of Pheonix, May, 2010
Diploma, Good Counsel High School, Chicago, IL, 1962-1966
Ameriprise Financial October 2008 - Present
Education
AA in Finance, University of Pheonix, May, 2010
Diploma, Good Counsel High School, Chicago, IL, 1962-1966
Max Kaplan's Ameriprise Financial Experience June 2009 - February 2011
Job Financial Services at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group February 2011 - Present
Ameriprise Financial June 2009 - February 2011
Education
University of Rochester 2005 — 2009
Economics
Northwestern
MetLife Premier Client Group February 2011 - Present
Ameriprise Financial June 2009 - February 2011
Education
University of Rochester 2005 — 2009
Economics
Northwestern
Mike Boyer Mike Boyer's Ameriprise Financial Experience January 2011 - Present
Job Vice President, Architecture; Chief Architect, Advice & Wealth Management at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
ameriprise financial January 2011 - Present
Oracle March 2010 - January 2011
Fiberlink August 2006 - June 2009
EDS April 2005 - August 2006
Towers Perrin May 1998 - March 2005
Advanta / Fleet Credit Card February 1996 - May 1998
Price Waterhouse 1994 - 1996
University of Wisconsin Madison March 1993 - December 1994
3M June 1991 - September 1992
Skills
IT Strategy, IT Operations, IT Financial Management, IT Transformation, IS Governance, IT Risk, SaaS, Cloud Computing, Virtualization, Outsourcing Management, Enterprise Architecture, TOGAF, Data Management, Oracle, Unix, Information Technology, Data Center, Vendor Management, Programme Governance, Disaster Recovery, Integration, SAS70, FINRA, Portfolio Management, Management, Business Intelligence, Process Improvement, Team Leadership, Leadership, ITIL, Solution Architecture, Data Warehousing, Databases, Outsourcing, Strategy, Architecture, Security, IT Management, Professional Services, Software Development, Project Management, SDLC, Analytics, Infrastructure, Architectures
Education
University of Pennsylvania 2003 — 2006
MS, Systems Thinking, Organizational Dynamics, Summa Cum Laude
University of Wisconsin-Madison 1989 — 1994
BA, Political Science, International Relations
ameriprise financial January 2011 - Present
Oracle March 2010 - January 2011
Fiberlink August 2006 - June 2009
EDS April 2005 - August 2006
Towers Perrin May 1998 - March 2005
Advanta / Fleet Credit Card February 1996 - May 1998
Price Waterhouse 1994 - 1996
University of Wisconsin Madison March 1993 - December 1994
3M June 1991 - September 1992
Skills
IT Strategy, IT Operations, IT Financial Management, IT Transformation, IS Governance, IT Risk, SaaS, Cloud Computing, Virtualization, Outsourcing Management, Enterprise Architecture, TOGAF, Data Management, Oracle, Unix, Information Technology, Data Center, Vendor Management, Programme Governance, Disaster Recovery, Integration, SAS70, FINRA, Portfolio Management, Management, Business Intelligence, Process Improvement, Team Leadership, Leadership, ITIL, Solution Architecture, Data Warehousing, Databases, Outsourcing, Strategy, Architecture, Security, IT Management, Professional Services, Software Development, Project Management, SDLC, Analytics, Infrastructure, Architectures
Education
University of Pennsylvania 2003 — 2006
MS, Systems Thinking, Organizational Dynamics, Summa Cum Laude
University of Wisconsin-Madison 1989 — 1994
BA, Political Science, International Relations
Geri Chamberlin Geri Chamberlin's Ameriprise Financial Experience June 2010 - January 2011
Job Ambulette Driver at Portsmouth Emergency Ambulance Service Inc
Industry Retail
Experience
Portsmouth Emergency Ambulance Service Inc January 2015 - Present
Custom-Pride March 2014 - Present
Transamerica December 2013 - March 2014
Family Dollar June 2013 - November 2013
Walmart September 2012 - June 2013
Ameriprise Financial June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Insurance, Fixed Annuities, Life Insurance, 401k, Disability Insurance, Health Insurance, Long-term Care, IRAs, Term Life Insurance, Retirement, Spreadsheets, Outlook, Notary, Customer Service, Telephone Skills, Marketing, Time Management, Sales, Retail, Data Entry, Customer Satisfaction, Cashiering, Microsoft Office, Management, PowerPoint
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Portsmouth Emergency Ambulance Service Inc January 2015 - Present
Custom-Pride March 2014 - Present
Transamerica December 2013 - March 2014
Family Dollar June 2013 - November 2013
Walmart September 2012 - June 2013
Ameriprise Financial June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Insurance, Fixed Annuities, Life Insurance, 401k, Disability Insurance, Health Insurance, Long-term Care, IRAs, Term Life Insurance, Retirement, Spreadsheets, Outlook, Notary, Customer Service, Telephone Skills, Marketing, Time Management, Sales, Retail, Data Entry, Customer Satisfaction, Cashiering, Microsoft Office, Management, PowerPoint
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Jennifer Snee Jennifer Snee's Ameriprise Financial Experience July 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2001 - Present
Management Alliance Group 1993 - 2001
Education
University of Rhode Island 1988 — 1992
BA, Psychology
Ameriprise Financial July 2001 - Present
Management Alliance Group 1993 - 2001
Education
University of Rhode Island 1988 — 1992
BA, Psychology
Justin King, CRPC®'s Ameriprise Financial Experience May 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2006 - Present
Education
University of North Texas 1995 — 2000
BA, Entreprenuership & Strategic Management
Ameriprise Financial May 2006 - Present
Education
University of North Texas 1995 — 2000
BA, Entreprenuership & Strategic Management
Kyle Berceau's Ameriprise Financial Experience January 2010 - May 2010
Job 2012 Notre Dame Graduate
Industry Sports
Experience
Arizona Diamondbacks September 2014 - December 2014
Arizona Diamondbacks March 2013 - September 2014
Elite Baseball Training October 2012 - April 2014
Wilmette Baseball Association May 2007 - October 2012
Sandlot Sluggers Baseball Camp June 2011 - June 2012
Illinois Baseball Academy December 2005 - June 2012
Ameriprise Financial January 2010 - May 2010
Skills
Baseball, Microsoft Excel, Coaching, Forecasting, Teaching, Sports Marketing, Data Analysis, Hitting Mechanics, Baseball Scouting, Statistical Analysis, Numbers/Data, Finance/Accounting..., Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Finance; Spanish concentration, Magna Cum Laude (3.9/4.0)
New Trier High School 2004 — 2008
Arizona Diamondbacks September 2014 - December 2014
Arizona Diamondbacks March 2013 - September 2014
Elite Baseball Training October 2012 - April 2014
Wilmette Baseball Association May 2007 - October 2012
Sandlot Sluggers Baseball Camp June 2011 - June 2012
Illinois Baseball Academy December 2005 - June 2012
Ameriprise Financial January 2010 - May 2010
Skills
Baseball, Microsoft Excel, Coaching, Forecasting, Teaching, Sports Marketing, Data Analysis, Hitting Mechanics, Baseball Scouting, Statistical Analysis, Numbers/Data, Finance/Accounting..., Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Finance; Spanish concentration, Magna Cum Laude (3.9/4.0)
New Trier High School 2004 — 2008
Jerold Johnson Jerold Johnson's Ameriprise Financial Experience August 2008 - April 2014
Job Financial Advisor at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
J. Chris Waldeck J. Chris Waldeck's Ameriprise Financial Experience 2008 - Present
Job Financial Advisor/Associate Vice President/Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Jason-Niles Burch Jason-Niles Burch's Ameriprise Financial Experience October 2009 - Present
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Alan Lennick CFP, CRPC Alan Lennick CFP, CRPC's Ameriprise Financial Experience February 2011 - October 2012
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial February 2011 - October 2012
Ameriprise Financial February 2011 - October 2012
Schubert, Kumagai, Lennick and Associates a financial advisory practice of Ameriprise Financial August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2003 - August 2006
Education
University of Southern California 1994 — 1998
BA
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial February 2011 - October 2012
Ameriprise Financial February 2011 - October 2012
Schubert, Kumagai, Lennick and Associates a financial advisory practice of Ameriprise Financial August 2006 - February 2011
Ameriprise Financial Services, Inc. March 2003 - August 2006
Education
University of Southern California 1994 — 1998
BA
Lea Antonoplis Inouye Lea Antonoplis Inouye's Ameriprise Financial Experience Vice President, Financial AdvisorMorgan Stanley Smith BarneyJuly 1994 - April 2010
Job Vice President, Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Vice President, Financial AdvisorMorgan Stanley Smith BarneyJuly 1994 - April 2010
Beverly Hills Tennis Club July 1992 - July 1994
Women's Tennis Association January 1979 - January 1990
Education
University of Southern California 1977 — 1979
Business
Ameriprise Financial Vice President, Financial AdvisorMorgan Stanley Smith BarneyJuly 1994 - April 2010
Beverly Hills Tennis Club July 1992 - July 1994
Women's Tennis Association January 1979 - January 1990
Education
University of Southern California 1977 — 1979
Business
Shannin Seeholzer Shannin Seeholzer's Ameriprise Financial Experience 2006 - 2009
Job Supervisor at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group January 2013 - Present
Ameriprise Financial Services, Inc. 2009 - October 2012
Ameriprise Financial 2006 - 2009
Ameriprise Financial December 2005 - June 2006
Ameriprise Financial November 2004 - November 2005
American Express Corporate Travel January 1996 - November 2004
Advanced Travel Management July 1992 - December 1995
Marriott International 1988 - 1989
Skills
Business Process..., Change Management, Analytics, Vendor Management, Program Management, Negotiation, Management, Talent Management, Training, Leadership, Business Analysis, Process Improvement, Strategy, Analysis, Project Management, Customer Service, Call Centers, Team Building, Cross-functional Team..., Strategic Planning
Education
University of Southern California 1996 — 1998
Journalism
La Canada High School, La Canada CA 1982 — 1986
UnitedHealth Group January 2013 - Present
Ameriprise Financial Services, Inc. 2009 - October 2012
Ameriprise Financial 2006 - 2009
Ameriprise Financial December 2005 - June 2006
Ameriprise Financial November 2004 - November 2005
American Express Corporate Travel January 1996 - November 2004
Advanced Travel Management July 1992 - December 1995
Marriott International 1988 - 1989
Skills
Business Process..., Change Management, Analytics, Vendor Management, Program Management, Negotiation, Management, Talent Management, Training, Leadership, Business Analysis, Process Improvement, Strategy, Analysis, Project Management, Customer Service, Call Centers, Team Building, Cross-functional Team..., Strategic Planning
Education
University of Southern California 1996 — 1998
Journalism
La Canada High School, La Canada CA 1982 — 1986
Traci M. Honda LaFlower Traci M. Honda LaFlower's Ameriprise Financial Experience January 2005 - January 2006
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney February 2011 - June 2012
Legacy Wealth Management February 2006 - January 2009
Ameriprise Financial January 2005 - January 2006
Skills
Finance, Series 7, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Asset Management, Financial Advisory, Investment Management, Tax, Insurance, Trading, Equities
Education
University of San Francisco 1996 — 2000
B.S.B.A.
Jason Deibert, CFP® Jason Deibert, CFP®'s Ameriprise Financial Experience September 2002 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2002 - Present
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Allocation
Education
University of Northern Iowa 1991 — 1995
Business
University of Northern Iowa
Ameriprise Financial September 2002 - Present
Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Allocation
Education
University of Northern Iowa 1991 — 1995
Business
University of Northern Iowa
Michael J. Fischer, CRPC® Michael J. Fischer, CRPC®'s Ameriprise Financial Experience August 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
American Express Financial Advisors 2004 - 2005
Merrill Lynch January 1987 - November 2002
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Economics and Biology
Ameriprise Financial August 2004 - Present
American Express Financial Advisors 2004 - 2005
Merrill Lynch January 1987 - November 2002
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Economics and Biology
Wm. Matthew McRee, CFP Wm. Matthew McRee, CFP's Ameriprise Financial Experience August 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 1996 - Present
Education
University of South Carolina-Columbia 1991 — 1995
Bachelor of Science, Business Administration
Ameriprise Financial August 1996 - Present
Education
University of South Carolina-Columbia 1991 — 1995
Bachelor of Science, Business Administration
Kieron Inalsingh, CFP®'s Ameriprise Financial Experience 2003 - 2005
Job Financial Planner/Owner & Associate Broker/Realtor in IL, IN & MI
Industry Financial Services
Experience
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
My Wealth Plan Advisor 2013 - Present
Century 21 Universal 2010 - Present
Michigan Lakes Team 2011 - Present
VALIC 2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp 2008 - 2010
Harris Investor Services 2006 - 2008
Wells Fargo 2005 - 2006
Ameriprise Financial 2003 - 2005
Life Treatment Centers, Inc. 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning
Education
University of Notre Dame 1996 — 2000
St. Mary's College (high school) 1988 — 1996
High School
Allison Nave Allison Nave's Ameriprise Financial Experience June 2011 - August 2011
Job Assistant Vice President, Brokerage at Dealerweb
Industry Financial Services
Experience
Dealerweb October 2014 - Present
Broadridge Financial Solutions September 2012 - October 2014
Ameriprise Financial June 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Power Point, Microsoft Word, Customer Service, Teamwork, Research, Learning Quickly, Calender Management, Social Media, Administrative..., Access, Analysis, Data Analysis, Editing, Event Planning, Finance, Facebook, Fixed Income, Forecasting, Leadership, Outlook, Portfolio Management, PowerPoint, Social Networking, Strategic Financial..., Time Management
Education
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance
University of Richmond in Rome
Semester Abroad, Studied Italian history and language
Christian Brothers Academy 2002 — 2008
High School Degree, College Preparatory
Dealerweb October 2014 - Present
Broadridge Financial Solutions September 2012 - October 2014
Ameriprise Financial June 2011 - August 2011
Merrill Lynch May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Power Point, Microsoft Word, Customer Service, Teamwork, Research, Learning Quickly, Calender Management, Social Media, Administrative..., Access, Analysis, Data Analysis, Editing, Event Planning, Finance, Facebook, Fixed Income, Forecasting, Leadership, Outlook, Portfolio Management, PowerPoint, Social Networking, Strategic Financial..., Time Management
Education
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance
University of Richmond in Rome
Semester Abroad, Studied Italian history and language
Christian Brothers Academy 2002 — 2008
High School Degree, College Preparatory
Cynthia Cohen Cynthia Cohen's Ameriprise Financial Experience 2006 - 2007
Job Senior Investment Specialist, US Fixed Income at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers March 2015 - Present
AXA Investment Managers January 2012 - March 2015
Bridgewater Associates March 2010 - June 2011
E*TRADE Financial 2008 - 2009
Ameriprise Financial 2006 - 2007
Skills
Equities, Asset Allocation, Hedge Funds, Client Services, Marketing, Asset Management, Portfolio Management, Mutual Funds
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Communications
Phillips Academy Andover
High School
University of Southern California
AXA Investment Managers March 2015 - Present
AXA Investment Managers January 2012 - March 2015
Bridgewater Associates March 2010 - June 2011
E*TRADE Financial 2008 - 2009
Ameriprise Financial 2006 - 2007
Skills
Equities, Asset Allocation, Hedge Funds, Client Services, Marketing, Asset Management, Portfolio Management, Mutual Funds
Education
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Communications
Phillips Academy Andover
High School
University of Southern California
Anthony Geraldi's Ameriprise Financial Experience December 2005 - March 2007
Job at Fishermen's Grotto
Industry Food & Beverages
Experience
#9 Fishermen's Grotto June 1993 - Present
Ameriprise Financial December 2005 - March 2007
Skills
Restaurants, Banquets, Hotels, Event Planning, Sales, Forecasting, Team Building, Hospitality, Hospitality Management, Budgets, Hospitality Industry, Customer Service, Event Management
Education
University of San Francisco 1997 — 2001
Bachelor of Science, Business Administration
Redwood High 1992 — 1996
#9 Fishermen's Grotto June 1993 - Present
Ameriprise Financial December 2005 - March 2007
Skills
Restaurants, Banquets, Hotels, Event Planning, Sales, Forecasting, Team Building, Hospitality, Hospitality Management, Budgets, Hospitality Industry, Customer Service, Event Management
Education
University of San Francisco 1997 — 2001
Bachelor of Science, Business Administration
Redwood High 1992 — 1996
Rachel Reeves (Housewright) Rachel Reeves (Housewright)'s Ameriprise Financial Experience March 2006 - April 2009
Job Sr. Financial Analyst at At Home
Industry Retail
Experience
At Home Group Inc. December 2013 - Present
Fossil October 2010 - December 2013
JP Morgan Chase January 2010 - October 2010
JPMorgan Chase April 2009 - January 2010
Ameriprise Financial March 2006 - April 2009
Skills
Strategic Financial..., Microsoft Excel, P&L Responsibility, Wealth Management, Retirement Planning, Forecasting, Fixed Annuities, Financial Analysis, Asset Allocation, Banking, Finance, Investments, Analysis, Budgets, Financial Planning
Education
University of North Texas
BBA, Finance
At Home Group Inc. December 2013 - Present
Fossil October 2010 - December 2013
JP Morgan Chase January 2010 - October 2010
JPMorgan Chase April 2009 - January 2010
Ameriprise Financial March 2006 - April 2009
Skills
Strategic Financial..., Microsoft Excel, P&L Responsibility, Wealth Management, Retirement Planning, Forecasting, Fixed Annuities, Financial Analysis, Asset Allocation, Banking, Finance, Investments, Analysis, Budgets, Financial Planning
Education
University of North Texas
BBA, Finance
Russell Schaffer Russell Schaffer's Ameriprise Financial Experience January 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1999 - Present
Lomas International May 1992 - November 1998
Education
University of Pittsburgh 1971 — 1975
Ameriprise Financial January 1999 - Present
Lomas International May 1992 - November 1998
Education
University of Pittsburgh 1971 — 1975
Chris Bufford-Bearl Chris Bufford-Bearl's Ameriprise Financial Experience February 2006 - December 2006
Job Security Automation Specialist at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota October 2012 - Present
UnitedHealth Group May 2011 - October 2012
United Health Group January 2007 - May 2011
Ameriprise Financial February 2006 - December 2006
Skills
Troubleshooting, VBScript, Software Development, Software Design, Website Development, C#, Visual Basic, .NET, ASP.NET, ADO, SQL, MySQL, Oracle, Operational Efficiency, SDLC, Process Improvement, Windows, Visio, SharePoint
Education
University of Phoenix 2010 — 2012
Associate's degree, Information Technology\Software Engineering
KRS Computer and Business School 1999 — 2000
Diploma, MCSE
Blue Cross and Blue Shield of Minnesota October 2012 - Present
UnitedHealth Group May 2011 - October 2012
United Health Group January 2007 - May 2011
Ameriprise Financial February 2006 - December 2006
Skills
Troubleshooting, VBScript, Software Development, Software Design, Website Development, C#, Visual Basic, .NET, ASP.NET, ADO, SQL, MySQL, Oracle, Operational Efficiency, SDLC, Process Improvement, Windows, Visio, SharePoint
Education
University of Phoenix 2010 — 2012
Associate's degree, Information Technology\Software Engineering
KRS Computer and Business School 1999 — 2000
Diploma, MCSE
Terry Erbert, MBA, ChFC, RICP Terry Erbert, MBA, ChFC, RICP's Ameriprise Financial Experience
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial
Education
University of Phoenix 1990 — 1993
MBA, Finance
University of Northern Colorado 1976 — 1979
BA, Economics
Ameriprise Financial
Education
University of Phoenix 1990 — 1993
MBA, Finance
University of Northern Colorado 1976 — 1979
BA, Economics
Loran Kinley Loran Kinley's Ameriprise Financial Experience 2007 - 2013
Job Paraplanner at Fathom Advisors
Industry Financial Services
Experience
Fathom Advisors with Ameriprise Financial October 2007 - Present
Ameriprise Financial 2007 - 2013
Shoreview Parks and Recreation/Community Center January 2007 - October 2007
Skills
Retirement, Insurance, CRM, Customer Service, Series 7
Education
University of Northwestern - St. Paul 2003 — 2007
B.S., Marketing
Fathom Advisors with Ameriprise Financial October 2007 - Present
Ameriprise Financial 2007 - 2013
Shoreview Parks and Recreation/Community Center January 2007 - October 2007
Skills
Retirement, Insurance, CRM, Customer Service, Series 7
Education
University of Northwestern - St. Paul 2003 — 2007
B.S., Marketing
Brandon Zwirn Brandon Zwirn's Ameriprise Financial Experience April 2010 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
Coloplast January 2015 - Present
Ottobock North America March 2012 - November 2014
Express Scripts October 2011 - March 2012
Wells Fargo Retirement Services September 2010 - September 2011
Ameriprise Financial April 2010 - June 2010
WellsFargo Home Mortgage May 2009 - March 2010
Target July 2008 - March 2009
Loomis May 2008 - June 2008
US Federal Credit Union September 2007 - May 2008
Associated Bank February 2007 - August 2007
Skills
Customer Service, Leadership, Sales, Data Entry, Microsoft Office, Call Centers, Telephone Skills, Customer Retention, Banking, Microsoft Word, Outlook, Customer Relations, Troubleshooting, Microsoft Excel, PowerPoint, Retail Banking, Cashiering, Customer Support, Deposits, Time Management, Commercial Banking, Risk Management
Education
University of Phoenix 2011 — 2016
Bachelor's degree, Network and System Administration/Administrator
Columbia Heights High School
H.S. Diploma, 2005
Coloplast January 2015 - Present
Ottobock North America March 2012 - November 2014
Express Scripts October 2011 - March 2012
Wells Fargo Retirement Services September 2010 - September 2011
Ameriprise Financial April 2010 - June 2010
WellsFargo Home Mortgage May 2009 - March 2010
Target July 2008 - March 2009
Loomis May 2008 - June 2008
US Federal Credit Union September 2007 - May 2008
Associated Bank February 2007 - August 2007
Skills
Customer Service, Leadership, Sales, Data Entry, Microsoft Office, Call Centers, Telephone Skills, Customer Retention, Banking, Microsoft Word, Outlook, Customer Relations, Troubleshooting, Microsoft Excel, PowerPoint, Retail Banking, Cashiering, Customer Support, Deposits, Time Management, Commercial Banking, Risk Management
Education
University of Phoenix 2011 — 2016
Bachelor's degree, Network and System Administration/Administrator
Columbia Heights High School
H.S. Diploma, 2005
Nicole Mosley, MBA Nicole Mosley, MBA's Ameriprise Financial Experience June 2011 - February 2014
Job Financial Advisor III at USAA
Industry Financial Services
Experience
USAA February 2014 - Present
Ameriprise Financial June 2011 - February 2014
Dimensions Wealth Partners, An Independent Firm February 2010 - June 2011
PEACE Wealth Management, Inc. January 2009 - February 2010
Ameriprise Financial June 2007 - January 2009
Laser Labs Inc January 2007 - March 2008
Walt Disney World January 2006 - June 2006
University of Tampa January 2005 - December 2005
Skills
Financial Advisory, Financial Services, 401k, Asset Management, Investment Advisory, Fixed Annuities, Alternative Investments, Accounting, Financial Reporting, Life Insurance, Personal Financial...
Education
University of Tampa - John H. Sykes College of Business 2005 — 2006
MBA, Accounting
University of South Florida 2000 — 2004
BS, Accounting
USAA February 2014 - Present
Ameriprise Financial June 2011 - February 2014
Dimensions Wealth Partners, An Independent Firm February 2010 - June 2011
PEACE Wealth Management, Inc. January 2009 - February 2010
Ameriprise Financial June 2007 - January 2009
Laser Labs Inc January 2007 - March 2008
Walt Disney World January 2006 - June 2006
University of Tampa January 2005 - December 2005
Skills
Financial Advisory, Financial Services, 401k, Asset Management, Investment Advisory, Fixed Annuities, Alternative Investments, Accounting, Financial Reporting, Life Insurance, Personal Financial...
Education
University of Tampa - John H. Sykes College of Business 2005 — 2006
MBA, Accounting
University of South Florida 2000 — 2004
BS, Accounting
Don Derendal Don Derendal's Ameriprise Financial Experience September 2006 - December 2009
Job Principal at DD Consulting Inc
Industry Information Technology and Services
Experience
DD Consulting- Inc April 2013 - Present
Insight June 2012 - April 2013
Unisys April 2010 - June 2012
Ameriprise Financial September 2006 - December 2009
SuperValu May 1999 - June 2006
SUPERVALU May 1980 - May 1999
Skills
Vendor Management, Program Management, Infrastructure, IT Management, IT Service Delivery, Managerial Finance, Project Management, Outsourcing, Business Development, ITIL, Data Center, Process Improvement, Disaster Recovery, PMO, IT Strategy, Contract Negotiation, IT Service Management, Budgets, Enterprise Architecture, Management, Leadership, Change Management, Business Process, Project Portfolio..., Business Analysis, Cross-functional Team..., Servers, Strategy, SDLC, Team Leadership, Cloud Computing, SaaS, Professional Services, Software Project..., Business Intelligence, PMP, IT Operations, Requirements Analysis, Enterprise Software, CRM, ERP, Security, Service Delivery, Service Management, Client Development, Account Management, Client Relations Skills, Customer Service, Cost Management, IT Outsourcing
Education
University of Phoenix 2007 — 2009
BS, Business Admin
DD Consulting- Inc April 2013 - Present
Insight June 2012 - April 2013
Unisys April 2010 - June 2012
Ameriprise Financial September 2006 - December 2009
SuperValu May 1999 - June 2006
SUPERVALU May 1980 - May 1999
Skills
Vendor Management, Program Management, Infrastructure, IT Management, IT Service Delivery, Managerial Finance, Project Management, Outsourcing, Business Development, ITIL, Data Center, Process Improvement, Disaster Recovery, PMO, IT Strategy, Contract Negotiation, IT Service Management, Budgets, Enterprise Architecture, Management, Leadership, Change Management, Business Process, Project Portfolio..., Business Analysis, Cross-functional Team..., Servers, Strategy, SDLC, Team Leadership, Cloud Computing, SaaS, Professional Services, Software Project..., Business Intelligence, PMP, IT Operations, Requirements Analysis, Enterprise Software, CRM, ERP, Security, Service Delivery, Service Management, Client Development, Account Management, Client Relations Skills, Customer Service, Cost Management, IT Outsourcing
Education
University of Phoenix 2007 — 2009
BS, Business Admin
Mollie Harrington, MBA's Ameriprise Financial Experience November 2003 - October 2009
Job Senior Accountant
Industry Accounting
Experience
Baptist Medical Center March 2015 - Present
Deutsche Bank February 2015 - March 2015
CIT September 2011 - November 2014
JPMorgan Chase July 2011 - September 2011
Fidelity National Financial January 2010 - November 2010
Adams & Harper, PA September 2009 - December 2009
Ameriprise Financial November 2003 - October 2009
Skills
Accounting, Account Reconciliation, Finance, Tax, General Ledger, Financial Reporting, Financial Analysis, Financial Planning, Journal Entries, Strategic Financial..., Auditing, Financial Accounting, Microsoft Office, Microsoft Excel, US GAAP, PeopleSoft, Access, Variance Analysis, Strategic Planning, Accounts Receivable, Financial Services, Analysis, Accounts Payable, Process Improvement, Financial Statements, GAAP, Sarbanes-Oxley Act, Reg W
Education
University of North Florida 1999 — 2001
BBA, Financial Services/Financial Planning
University of North Florida 1997 — 2001
BBA, Accounting
University of North Florida - College of Business Administration 1996 — 2001
MBA, Accounting, Finance
The Ohio State University
BA, Dental Hygiene, Psychology
Zanesville High School
Diploma, Honors' College Prep
Baptist Medical Center March 2015 - Present
Deutsche Bank February 2015 - March 2015
CIT September 2011 - November 2014
JPMorgan Chase July 2011 - September 2011
Fidelity National Financial January 2010 - November 2010
Adams & Harper, PA September 2009 - December 2009
Ameriprise Financial November 2003 - October 2009
Skills
Accounting, Account Reconciliation, Finance, Tax, General Ledger, Financial Reporting, Financial Analysis, Financial Planning, Journal Entries, Strategic Financial..., Auditing, Financial Accounting, Microsoft Office, Microsoft Excel, US GAAP, PeopleSoft, Access, Variance Analysis, Strategic Planning, Accounts Receivable, Financial Services, Analysis, Accounts Payable, Process Improvement, Financial Statements, GAAP, Sarbanes-Oxley Act, Reg W
Education
University of North Florida 1999 — 2001
BBA, Financial Services/Financial Planning
University of North Florida 1997 — 2001
BBA, Accounting
University of North Florida - College of Business Administration 1996 — 2001
MBA, Accounting, Finance
The Ohio State University
BA, Dental Hygiene, Psychology
Zanesville High School
Diploma, Honors' College Prep
Travis Shine, CFP®'s Ameriprise Financial Experience October 2004 - Present
Job Goodwin, Shine and Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services INC
Industry Financial Services
Experience
Ameriprise Financial October 2004 - Present
Pioneer Investments September 2002 - May 2004
Education
University of Rhode Island 1997 — 2002
BA, Economics
Leland and Gray 1991 — 1997
Ameriprise Financial October 2004 - Present
Pioneer Investments September 2002 - May 2004
Education
University of Rhode Island 1997 — 2002
BA, Economics
Leland and Gray 1991 — 1997
Christina Hyman Christina Hyman's Ameriprise Financial Experience October 2007 - April 2008
Job Financial Analyst III at Fidelity Investments
Industry Banking
Experience
Fidelity Investments October 2012 - March 2014
Citizens Bank November 2010 - October 2012
Citizens Bank December 2008 - November 2010
Ameriprise Financial October 2007 - April 2008
Fidelity Investments March 2007 - October 2007
Fidelity Investments June 2006 - March 2007
Fidelity Investments June 2005 - June 2006
SDM Associates, LLC June 2004 - June 2005
Skills
Financial Analysis, Data Analysis, Forecasting, Budget Development, Budget Management, Expense Budgeting, Expense Management, Financial Reporting, Financial Modeling, Oracle, Oracle SQL, Investments, Customer Service, Budgets, Analysis, Management, Finance, Marketing, Sales
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors, Business Administration
Fidelity Investments October 2012 - March 2014
Citizens Bank November 2010 - October 2012
Citizens Bank December 2008 - November 2010
Ameriprise Financial October 2007 - April 2008
Fidelity Investments March 2007 - October 2007
Fidelity Investments June 2006 - March 2007
Fidelity Investments June 2005 - June 2006
SDM Associates, LLC June 2004 - June 2005
Skills
Financial Analysis, Data Analysis, Forecasting, Budget Development, Budget Management, Expense Budgeting, Expense Management, Financial Reporting, Financial Modeling, Oracle, Oracle SQL, Investments, Customer Service, Budgets, Analysis, Management, Finance, Marketing, Sales
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors, Business Administration
Amanda Edmonds Amanda Edmonds's Ameriprise Financial Experience May 2012 - August 2012
Job Master's of Accountancy Student at the Belk College of Business
Industry Accounting
Experience
EY June 2014 - August 2014
Frontier Spinning Mills May 2013 - August 2013
Ameriprise Financial May 2012 - August 2012
Skills
Teamwork, Time Management, Windows, Access, Analysis, Accounting, Public Speaking
Education
University of North Carolina at Charlotte 2014 — 2015
Master's Degree, Accounting
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (BS), Accounting
EY June 2014 - August 2014
Frontier Spinning Mills May 2013 - August 2013
Ameriprise Financial May 2012 - August 2012
Skills
Teamwork, Time Management, Windows, Access, Analysis, Accounting, Public Speaking
Education
University of North Carolina at Charlotte 2014 — 2015
Master's Degree, Accounting
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (BS), Accounting
Josh Casey Josh Casey's Ameriprise Financial Experience October 2006 - March 2007
Job Director of Operations at Inflatable Boat Specialists
Industry Maritime
Experience
Inflatable Boat Specialists January 2015 - Present
California Mantel & Fireplace, Inc. July 2008 - December 2014
Inflatable Boat Specialists July 2007 - June 2008
Ameriprise Financial October 2006 - March 2007
California Mantel, Inc. August 2004 - April 2006
ClassifiedBuyers, Inc. December 2002 - July 2004
Nordstrom 2001 - 2001
Skills
Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Due Diligence, Budgets, Risk Management, Strategic Planning, Business Development, Marketing, Project Management, New Business Development, Contract Negotiation, Construction Management, Management, Sales, Marketing Strategy, Leadership
Education
University of Southern California 1999 — 2003
Bachelor's, InternationalRelations
Jesuit High School 1995 — 1999
General Studies
Inflatable Boat Specialists January 2015 - Present
California Mantel & Fireplace, Inc. July 2008 - December 2014
Inflatable Boat Specialists July 2007 - June 2008
Ameriprise Financial October 2006 - March 2007
California Mantel, Inc. August 2004 - April 2006
ClassifiedBuyers, Inc. December 2002 - July 2004
Nordstrom 2001 - 2001
Skills
Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Due Diligence, Budgets, Risk Management, Strategic Planning, Business Development, Marketing, Project Management, New Business Development, Contract Negotiation, Construction Management, Management, Sales, Marketing Strategy, Leadership
Education
University of Southern California 1999 — 2003
Bachelor's, InternationalRelations
Jesuit High School 1995 — 1999
General Studies
Keith Wheatley's Ameriprise Financial Experience August 2005 - November 2007
Job Business Development at Avanade
Industry Financial Services
Experience
Avanade December 2014 - Present
MRB - The Macro Research Board November 2011 - December 2014
BCA Research December 2007 - November 2011
Ameriprise Financial August 2005 - November 2007
Skills
Investment Strategies, Forecasting, Asset Allocation, Economics, Asset Managment, Investments, Equities, Financial Markets, Leadership, Capital Markets, Fixed Income, Wealth Management, Analysis, Alternative Investments, Bloomberg, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
University of South Carolina-Columbia 2001 — 2005
Avanade December 2014 - Present
MRB - The Macro Research Board November 2011 - December 2014
BCA Research December 2007 - November 2011
Ameriprise Financial August 2005 - November 2007
Skills
Investment Strategies, Forecasting, Asset Allocation, Economics, Asset Managment, Investments, Equities, Financial Markets, Leadership, Capital Markets, Fixed Income, Wealth Management, Analysis, Alternative Investments, Bloomberg, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
University of South Carolina-Columbia 2001 — 2005
Victoria Lynne Black, CFP® Victoria Lynne Black, CFP®'s Ameriprise Financial Experience January 1988 - Present
Job Financial Advisor Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 1988 - Present
Education
University of Southern California
Ameriprise Financial January 1988 - Present
Education
University of Southern California
Kate Farrell Kate Farrell's Ameriprise Financial Experience September 2005 - February 2008
Job IT HR Project Lead at 3M
Industry Information Technology and Services
Experience
3M September 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
Best Buy September 2012 - May 2013
Blue Cross Blue Shield of Minnesota October 2011 - July 2012
Bremer Bank March 2011 - October 2011
Wells Fargo June 2009 - February 2011
UnitedHealth Group June 2008 - November 2008
Stanford Hospital & Clinics February 2008 - May 2008
Ameriprise Financial September 2005 - February 2008
Lifetouch National School Studios February 2005 - September 2005
Skills
Integration, PeopleSoft, Mergers, Data Migration, SDLC, Waterfall, Vendor Management, Visio, Project Portfolio..., PMO, MS Project, Mergers & Acquisitions, Project Management, Business Process, Cross-functional Team..., Training, Business Strategy, Change Management, Agile Methodologies
Education
University of Northern Iowa 1974 — 1978
B.A., Economics/Management
3M September 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
Best Buy September 2012 - May 2013
Blue Cross Blue Shield of Minnesota October 2011 - July 2012
Bremer Bank March 2011 - October 2011
Wells Fargo June 2009 - February 2011
UnitedHealth Group June 2008 - November 2008
Stanford Hospital & Clinics February 2008 - May 2008
Ameriprise Financial September 2005 - February 2008
Lifetouch National School Studios February 2005 - September 2005
Skills
Integration, PeopleSoft, Mergers, Data Migration, SDLC, Waterfall, Vendor Management, Visio, Project Portfolio..., PMO, MS Project, Mergers & Acquisitions, Project Management, Business Process, Cross-functional Team..., Training, Business Strategy, Change Management, Agile Methodologies
Education
University of Northern Iowa 1974 — 1978
B.A., Economics/Management
Devin Clement Devin Clement's Ameriprise Financial Experience September 2006 - Present
Job Associate Finacial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors Associate Financial AdvisorBryant, Carroll and Associates2009 - Present
Ameriprise Financial September 2006 - Present
Ameriprise Financial Advisors September 2006 - June 2007
Education
University of South Carolina-Columbia 1990 — 1992
Biology
Ameriprise Financial Advisors Associate Financial AdvisorBryant, Carroll and Associates2009 - Present
Ameriprise Financial September 2006 - Present
Ameriprise Financial Advisors September 2006 - June 2007
Education
University of South Carolina-Columbia 1990 — 1992
Biology
Christopher Murr Christopher Murr's Ameriprise Financial Experience March 2003 - January 2004
Job Systems Engineer, Major Accounts at Palo Alto Networks
Industry Computer & Network Security
Experience
Palo Alto Networks February 2015 - Present
VMware March 2011 - February 2015
McAfee, Inc. April 2010 - April 2011
McAfee, Inc. January 2008 - April 2010
McAfee, Inc. February 2007 - January 2008
McAfee, Inc. July 2004 - February 2007
Ameriprise Financial March 2003 - January 2004
Terabeam Corporation January 2002 - November 2002
Allied Riser Communications, Inc. April 1999 - September 2001
CompuCom Systems, Inc. August 1996 - April 1999
Skills
Penetration Testing, Vulnerability Management, Sales Engineering, Networking, Network Security, Cloud Computing, Virtualization, Security, Data Center, Disaster Recovery, Network Architecture, Firewalls, WAN, CISSP, VPN, Integration, Computer Security, Pre-sales, Network Design, DNS, Information Security, SaaS, Encryption, Storage, TCP/IP, Channel Partners, DLP, Technical Support, Strategy, VoIP, Ethernet, Enterprise Software, Servers, IP, Professional Services, System Deployment, Information Security..., McAfee, Managed Services, IPS, VMware, Cisco Technologies
Education
University of Oklahoma - Price College of Business 1992 — 1996
BBA
Palo Alto Networks February 2015 - Present
VMware March 2011 - February 2015
McAfee, Inc. April 2010 - April 2011
McAfee, Inc. January 2008 - April 2010
McAfee, Inc. February 2007 - January 2008
McAfee, Inc. July 2004 - February 2007
Ameriprise Financial March 2003 - January 2004
Terabeam Corporation January 2002 - November 2002
Allied Riser Communications, Inc. April 1999 - September 2001
CompuCom Systems, Inc. August 1996 - April 1999
Skills
Penetration Testing, Vulnerability Management, Sales Engineering, Networking, Network Security, Cloud Computing, Virtualization, Security, Data Center, Disaster Recovery, Network Architecture, Firewalls, WAN, CISSP, VPN, Integration, Computer Security, Pre-sales, Network Design, DNS, Information Security, SaaS, Encryption, Storage, TCP/IP, Channel Partners, DLP, Technical Support, Strategy, VoIP, Ethernet, Enterprise Software, Servers, IP, Professional Services, System Deployment, Information Security..., McAfee, Managed Services, IPS, VMware, Cisco Technologies
Education
University of Oklahoma - Price College of Business 1992 — 1996
BBA
John Schwab III John Schwab III's Ameriprise Financial Experience September 2006 - December 2007
Job CFO
Industry Financial Services
Experience
SDH Group, Inc. August 2010 - Present
Duffield Investments, LLC August 2010 - Present
Innovation Industries July 2008 - August 2010
Sampson Group December 2007 - July 2008
Ameriprise Financial September 2006 - December 2007
Morgan Stanley April 1983 - December 2002
Education
University of Richmond 1977 — 1981
BS, Business Administration
SDH Group, Inc. August 2010 - Present
Duffield Investments, LLC August 2010 - Present
Innovation Industries July 2008 - August 2010
Sampson Group December 2007 - July 2008
Ameriprise Financial September 2006 - December 2007
Morgan Stanley April 1983 - December 2002
Education
University of Richmond 1977 — 1981
BS, Business Administration
Richard Fish,ChFC, CLU Richard Fish,ChFC, CLU's Ameriprise Financial Experience August 1984 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 1984 - Present
Education
University of Oregon 1957 — 1970
BS, Political Science, Math, Music
Ameriprise Financial August 1984 - Present
Education
University of Oregon 1957 — 1970
BS, Political Science, Math, Music
Scott Lauritzen Scott Lauritzen's Ameriprise Financial Experience June 2007 - March 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors November 2010 - February 2012
Carroll Financial April 2010 - October 2010
Ameriprise Financial June 2007 - March 2010
Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Finance / Accounting
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors November 2010 - February 2012
Carroll Financial April 2010 - October 2010
Ameriprise Financial June 2007 - March 2010
Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Finance / Accounting
Mark Katarsky Mark Katarsky's Ameriprise Financial Experience 2004 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. 2004 - Present
Ameriprise Financial 2004 - Present
The Vanguard Group 2001 - 2004
Education
University of Scranton
Finance
Ameriprise Financial Services Inc. 2004 - Present
Ameriprise Financial 2004 - Present
The Vanguard Group 2001 - 2004
Education
University of Scranton
Finance
Jason Heinzelmann, CRPC® Jason Heinzelmann, CRPC®'s Ameriprise Financial Experience November 2003 - March 2010
Job Helping Clients with their Financial Planning, Wealth Management, and Protection Needs
Industry Financial Services
Experience
Provident Wealth Management Group February 2010 - Present
Ameriprise Financial November 2003 - March 2010
Navillus Securities September 2001 - September 2003
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning, Financial Advisory, Wealth, Alternative Investments, Investment Management, Wealth Management..., Insurance, ETFs, Strategic Financial..., Disability Insurance, Investment Strategies, 401k, Series 7, Financial Planners, Investment Advisory, Asset Allocation, Securities, Small Business, Portfolio Management, Estate Planning, Retirement, Financial Planning, Financial Services, FINRA, Long Term Care Insurance, Bonds, Personal Finance
Education
University of South Florida 1993 — 2000
Bachelors
Parkland High School 1990 — 1993
Provident Wealth Management Group February 2010 - Present
Ameriprise Financial November 2003 - March 2010
Navillus Securities September 2001 - September 2003
Skills
Mutual Funds, Investments, Wealth Management, Retirement Planning, Financial Advisory, Wealth, Alternative Investments, Investment Management, Wealth Management..., Insurance, ETFs, Strategic Financial..., Disability Insurance, Investment Strategies, 401k, Series 7, Financial Planners, Investment Advisory, Asset Allocation, Securities, Small Business, Portfolio Management, Estate Planning, Retirement, Financial Planning, Financial Services, FINRA, Long Term Care Insurance, Bonds, Personal Finance
Education
University of South Florida 1993 — 2000
Bachelors
Parkland High School 1990 — 1993
Gina Bonacci Carey Gina Bonacci Carey's Ameriprise Financial Experience June 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services,Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2009 - Present
Skills
Series 7, Mutual Funds
Education
Institute of Business and Finance
Certified Fund Specialist
University of Scranton
Ameriprise Financial June 2009 - Present
Skills
Series 7, Mutual Funds
Education
Institute of Business and Finance
Certified Fund Specialist
University of Scranton
Douglas Carideo Douglas Carideo's Ameriprise Financial Experience August 2003 - April 2010
Job Commonwealth of Kentucky
Industry Food & Beverages
Experience
Commonwealth of Kentucky March 2012 - Present
The Martin Agency, Inc. December 2010 - March 2012
Ameriprise Financial August 2003 - April 2010
Student Options, LLC November 1998 - May 2003
Education
University of San Francisco 1989 — 1993
BA, History, U.S. Government
Harborfields High School 1986 — 1989
Commonwealth of Kentucky March 2012 - Present
The Martin Agency, Inc. December 2010 - March 2012
Ameriprise Financial August 2003 - April 2010
Student Options, LLC November 1998 - May 2003
Education
University of San Francisco 1989 — 1993
BA, History, U.S. Government
Harborfields High School 1986 — 1989
Barry Whitt's Ameriprise Financial Experience 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1994 - Present
Ameriprise Financial 1994 - Present
Mercantile Stores Company, Inc. 1975 - 1993
Education
University of South Alabama 1974 — 1979
Ameriprise Financial Services, Inc. January 1994 - Present
Ameriprise Financial 1994 - Present
Mercantile Stores Company, Inc. 1975 - 1993
Education
University of South Alabama 1974 — 1979
David Booker, CFP®,CRPC® David Booker, CFP®,CRPC®'s Ameriprise Financial Experience September 2004 - May 2012
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions August 2014 - Present
MetLife May 2012 - August 2014
Ameriprise Financial September 2004 - May 2012
Skills
Financial Planning, Wealth Management, Investments, Social Security, Life Insurance, Long Term Care Insurance, Business Planning
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, BA, International Studies, French
Capitol Financial Solutions August 2014 - Present
MetLife May 2012 - August 2014
Ameriprise Financial September 2004 - May 2012
Skills
Financial Planning, Wealth Management, Investments, Social Security, Life Insurance, Long Term Care Insurance, Business Planning
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, BA, International Studies, French
Bobby Hilburn Bobby Hilburn's Ameriprise Financial Experience 2006 - 2010
Job Owner at DoorStep Produce
Industry Financial Services
Experience
DoorStep Produce June 2011 - Present
LGBT Center of Raleigh April 2010 - November 2011
Ameriprise Financial 2006 - 2010
Texas de Brazil January 2004 - April 2006
Education
University of North Carolina at Chapel Hill 1997 — 2002
B.A.
DoorStep Produce June 2011 - Present
LGBT Center of Raleigh April 2010 - November 2011
Ameriprise Financial 2006 - 2010
Texas de Brazil January 2004 - April 2006
Education
University of North Carolina at Chapel Hill 1997 — 2002
B.A.
Trent Grinkmeyer, CRPC, AIF's Ameriprise Financial Experience June 2000 - July 2007
Job Grinkmeyer Leonard Financial
Industry Investment Management
Experience
Retirement Plan Advisory Group November 2007 - Present
Grinkmeyer Leonard Financial July 2007 - Present
Commonwealth Financial Network 2007 - Present
Retirement Plan Advisory Group 2007 - 2009
Ameriprise Financial June 2000 - July 2007
Platte River Associates January 1997 - January 1999
Alias Distribution January 1995 - January 1997
Wave Rave 1993 - 1995
Skills
Investments, Management, 401k, Financial Services, Finance, Sales, Strategic Planning, Small Business, Strategic Intent, Social Media Marketing, Business Development, Business Coaching
Education
University of South Alabama 1988 — 1993
University of South Alabama 1988 — 1993
Mt. Brook High School
School POW!
Retirement Plan Advisory Group November 2007 - Present
Grinkmeyer Leonard Financial July 2007 - Present
Commonwealth Financial Network 2007 - Present
Retirement Plan Advisory Group 2007 - 2009
Ameriprise Financial June 2000 - July 2007
Platte River Associates January 1997 - January 1999
Alias Distribution January 1995 - January 1997
Wave Rave 1993 - 1995
Skills
Investments, Management, 401k, Financial Services, Finance, Sales, Strategic Planning, Small Business, Strategic Intent, Social Media Marketing, Business Development, Business Coaching
Education
University of South Alabama 1988 — 1993
University of South Alabama 1988 — 1993
Mt. Brook High School
School POW!
Jack Henehan Jack Henehan's Ameriprise Financial Experience 1988 - Present
Job CFP®, MBA, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial (Formerly American Express Financial Advisors) 1994 - Present
Ameriprise Financial 1988 - Present
Education
University of Rhode Island - College of Business Administration
MBA, Business Administration, Management and Operations
Ameriprise Financial (Formerly American Express Financial Advisors) 1994 - Present
Ameriprise Financial 1988 - Present
Education
University of Rhode Island - College of Business Administration
MBA, Business Administration, Management and Operations
Brad Malone's Ameriprise Financial Experience July 2008 - March 2010
Job Financial Advisor
Industry Financial Services
Experience
Questar Capital March 2010 - Present
Ameriprise Financial July 2008 - March 2010
Skills
Finance, Retirement, Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Planning, Wealth, Sales, Business Planning
Education
University of South Florida
BSBA, Finance
Questar Capital March 2010 - Present
Ameriprise Financial July 2008 - March 2010
Skills
Finance, Retirement, Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Planning, Wealth, Sales, Business Planning
Education
University of South Florida
BSBA, Finance
Charlie Walp's Ameriprise Financial Experience May 2010 - December 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial May 2010 - December 2014
University of Richmond August 2009 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Education
University of Richmond 2006 — 2010
BS, Business Management with a Concentration in Finance
Charles University 2008 — 2008
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial May 2010 - December 2014
University of Richmond August 2009 - May 2010
Ameriprise Financial Services, Inc. May 2007 - August 2009
Education
University of Richmond 2006 — 2010
BS, Business Management with a Concentration in Finance
Charles University 2008 — 2008
Dane Arnesen, CAPM Dane Arnesen, CAPM's Ameriprise Financial Experience March 2011 - June 2013
Job Business Analyst, Credit Origination at Bluestem Brands, Inc.
Industry Retail
Experience
Bluestem Brands, Inc. July 2014 - Present
Target June 2013 - July 2014
Ameriprise Financial March 2011 - June 2013
Bank of America June 2009 - February 2011
Skills
SAS Programming, Microsoft SQL Server, MySQL, DB2, Strategy Design Studio, Strategy Manager, PowerCurve, VBScript, Excel Macro Development, Project Management, Requirements Analysis, Testing, Test Case Development, MS Project, Visio, Quality Center, PHP, JavaScript, jQuery, SharePoint, Data Analysis, Process Improvement, Business Process, Strategy
Education
University of St. Thomas 2015 — 2017
Master’s Degree, Data Science (Big Data)
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics, Computer Science
Bluestem Brands, Inc. July 2014 - Present
Target June 2013 - July 2014
Ameriprise Financial March 2011 - June 2013
Bank of America June 2009 - February 2011
Skills
SAS Programming, Microsoft SQL Server, MySQL, DB2, Strategy Design Studio, Strategy Manager, PowerCurve, VBScript, Excel Macro Development, Project Management, Requirements Analysis, Testing, Test Case Development, MS Project, Visio, Quality Center, PHP, JavaScript, jQuery, SharePoint, Data Analysis, Process Improvement, Business Process, Strategy
Education
University of St. Thomas 2015 — 2017
Master’s Degree, Data Science (Big Data)
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics, Computer Science
Frank Lesczinski Frank Lesczinski's Ameriprise Financial Experience June 2005 - May 2007
Job Senior Internal Regional Consultant at Manning & Napier
Industry Financial Services
Experience
Manning and Napier June 2010 - Present
Wells Fargo Funds Distributor/Evergreen Investments May 2008 - May 2010
Guardian Life Insurance May 2007 - May 2008
Ameriprise Financial June 2005 - May 2007
Education
University of Rochester 2001 — 2005
BA, Economics
Manning and Napier June 2010 - Present
Wells Fargo Funds Distributor/Evergreen Investments May 2008 - May 2010
Guardian Life Insurance May 2007 - May 2008
Ameriprise Financial June 2005 - May 2007
Education
University of Rochester 2001 — 2005
BA, Economics
Kale Chalmers Kale Chalmers's Ameriprise Financial Experience June 1997 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 1997 - Present
Ameriprise Financial May 1997 - Present
Skills
Investments, Series 7, Leadership, Banking, Customer Service, Mutual Funds, Retirement Planning, Finance, Financial Planning
Education
University of Oregon 1990 — 1994
Bachelors of Arts, Sociology
Ameriprise Financial June 1997 - Present
Ameriprise Financial May 1997 - Present
Skills
Investments, Series 7, Leadership, Banking, Customer Service, Mutual Funds, Retirement Planning, Finance, Financial Planning
Education
University of Oregon 1990 — 1994
Bachelors of Arts, Sociology
Andy Toner Andy Toner's Ameriprise Financial Experience May 2007 - August 2007
Job Marketing Manager at Vesuvius
Industry Glass, Ceramics & Concrete
Experience
Vesuvius February 2014 - Present
Vesuvius January 2011 - February 2014
Vesuvius March 2009 - January 2011
Vesuvius September 2008 - March 2009
Vita February 2008 - March 2008
Ameriprise Financial May 2007 - August 2007
IPSCO Steel May 2006 - August 2006
Skills
Microsoft Excel, Continuous Improvement, Process Improvement, Product Development, Microsoft Office, Business Strategy, Strategic Planning, New Business Development, Team Leadership, Marketing, Steel, CRM, Coaching, PowerPoint, Marketing Strategy, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
MBA, Marketing, Strategy
Allegheny College 2004 — 2008
Bachelor of Science (BS), Managerial Economics
Vesuvius February 2014 - Present
Vesuvius January 2011 - February 2014
Vesuvius March 2009 - January 2011
Vesuvius September 2008 - March 2009
Vita February 2008 - March 2008
Ameriprise Financial May 2007 - August 2007
IPSCO Steel May 2006 - August 2006
Skills
Microsoft Excel, Continuous Improvement, Process Improvement, Product Development, Microsoft Office, Business Strategy, Strategic Planning, New Business Development, Team Leadership, Marketing, Steel, CRM, Coaching, PowerPoint, Marketing Strategy, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
MBA, Marketing, Strategy
Allegheny College 2004 — 2008
Bachelor of Science (BS), Managerial Economics
Jeff Jolly Jeff Jolly's Ameriprise Financial Experience October 2010 - Present
Job Financial Advisor, Senior Vice President
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Will DeSiervo Will DeSiervo's Ameriprise Financial Experience June 2008 - September 2008
Job IT Match Maker
Industry Staffing and Recruiting
Experience
Modis January 2014 - Present
Modis August 2012 - January 2014
IT Consulting firm May 2011 - August 2012
Maxim Healthcare Services February 2010 - May 2011
Nordstroms June 2006 - January 2011
Portland Trailblazers June 2008 - September 2008
Ameriprise Financial June 2008 - September 2008
Skills
Recruiting, Coaching, Sales, Mentoring, Organizational..., Talent Acquisition, Management, Leadership, Team Leadership, Process Improvement, Customer Satisfaction, Analysis, Customer Service, Time Management, Lead Generation, Business Development, Technical Recruiting, SDLC, Training, Highly personable, Tenacious Work Ethic, Determination, Team Building, Human Resources, Superior Work Ethic, Applicant Tracking..., Outstanding...
Education
University of Oregon 2005 — 2009
Bachelor of Science Economics Degree, Business
Sunset High School
Modis January 2014 - Present
Modis August 2012 - January 2014
IT Consulting firm May 2011 - August 2012
Maxim Healthcare Services February 2010 - May 2011
Nordstroms June 2006 - January 2011
Portland Trailblazers June 2008 - September 2008
Ameriprise Financial June 2008 - September 2008
Skills
Recruiting, Coaching, Sales, Mentoring, Organizational..., Talent Acquisition, Management, Leadership, Team Leadership, Process Improvement, Customer Satisfaction, Analysis, Customer Service, Time Management, Lead Generation, Business Development, Technical Recruiting, SDLC, Training, Highly personable, Tenacious Work Ethic, Determination, Team Building, Human Resources, Superior Work Ethic, Applicant Tracking..., Outstanding...
Education
University of Oregon 2005 — 2009
Bachelor of Science Economics Degree, Business
Sunset High School
Jamie Garrett's Ameriprise Financial Experience November 2010 - May 2011
Job Account Executive at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick March 2014 - Present
NexBank Capital Advisors July 2012 - February 2014
Goldman Sachs July 2011 - July 2012
Ameriprise Financial November 2010 - May 2011
Education
University of Southern California 2007 — 2011
Bachelor of Arts
University of Southern California-Madrid, Spain 2010 — 2010
Bishop Gorman High School
Weber Shandwick March 2014 - Present
NexBank Capital Advisors July 2012 - February 2014
Goldman Sachs July 2011 - July 2012
Ameriprise Financial November 2010 - May 2011
Education
University of Southern California 2007 — 2011
Bachelor of Arts
University of Southern California-Madrid, Spain 2010 — 2010
Bishop Gorman High School
Ashley Johnson, CFP®, CRPC® Ashley Johnson, CFP®, CRPC®'s Ameriprise Financial Experience March 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Ameriprise Financial March 2007 - Present
Education
University of South Florida 2003 — 2007
Bachelors, Finance
Ameriprise Financial March 2007 - Present
Education
University of South Florida 2003 — 2007
Bachelors, Finance
Christopher Ruperto Christopher Ruperto's Ameriprise Financial Experience October 2003 - February 2006
Job Senior Financial Analyst at WestEd
Industry Research
Experience
WestEd May 2006 - Present
Ameriprise Financial October 2003 - February 2006
University of San Francisco: Learning & Writing Center September 2000 - July 2003
University of San Francisco: McClaren School of Business January 2002 - December 2002
Skills
Financial Analysis, Forecasting, Valuation, Microsoft Excel, Budgets, Training, Investments, Financial Reporting, Financial Modeling, Project Management, Data Analysis, Customer Service, Analysis, Finance, Marketing, Nonprofits
Education
University of San Francisco 1999 — 2003
BSBA, Finance, Economics Minor
WestEd May 2006 - Present
Ameriprise Financial October 2003 - February 2006
University of San Francisco: Learning & Writing Center September 2000 - July 2003
University of San Francisco: McClaren School of Business January 2002 - December 2002
Skills
Financial Analysis, Forecasting, Valuation, Microsoft Excel, Budgets, Training, Investments, Financial Reporting, Financial Modeling, Project Management, Data Analysis, Customer Service, Analysis, Finance, Marketing, Nonprofits
Education
University of San Francisco 1999 — 2003
BSBA, Finance, Economics Minor
John Fletcher's Ameriprise Financial Experience September 2010 - Present
Job Financial Advisor of Fletcher & Skonicki A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 2010 - Present
U.S. Navy Reserves June 2010 - Present
Education
University of South Florida 1999 — 2000
Bachelor of Science (BS), Business Administration/Marketing
Ameriprise Financial September 2010 - Present
U.S. Navy Reserves June 2010 - Present
Education
University of South Florida 1999 — 2000
Bachelor of Science (BS), Business Administration/Marketing
Adam Zemcik Adam Zemcik's Ameriprise Financial Experience May 2009 - April 2010
Job Business Analyst II at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC August 2014 - March 2015
PNC Investments June 2013 - August 2014
PNC Investments February 2012 - June 2013
PNC Financial Services Group June 2010 - March 2012
Ameriprise Financial May 2009 - April 2010
Skills
Analysis, Portfolio Management, Investments, Finance, Microsoft Office, SQL, Quantitative Analytics, Mutual Funds, Equities, Financial Analysis, VBA, Microsoft Excel
Education
University of Pittsburgh 2006 — 2010
BSBA, Finance, Economics
PNC March 2015 - Present
PNC August 2014 - March 2015
PNC Investments June 2013 - August 2014
PNC Investments February 2012 - June 2013
PNC Financial Services Group June 2010 - March 2012
Ameriprise Financial May 2009 - April 2010
Skills
Analysis, Portfolio Management, Investments, Finance, Microsoft Office, SQL, Quantitative Analytics, Mutual Funds, Equities, Financial Analysis, VBA, Microsoft Excel
Education
University of Pittsburgh 2006 — 2010
BSBA, Finance, Economics
Tim Cannata Tim Cannata's Ameriprise Financial Experience November 2006 - January 2010
Job Account Manager Core Technology SMB
Industry Information Technology and Services
Experience
Oracle January 2015 - Present
Baystate Financial Services and Lowell Five Cent Savings Bank July 2011 - January 2015
LPL Financial January 2010 - July 2011
Ameriprise Financial November 2006 - January 2010
Strike One Sports Complex September 2005 - June 2006
Lewis and Clark Inc. 1999 - 2005
Innovex Inc. 1998 - 1999
Innovative Telecom January 1997 - July 1998
OmniTel 1995 - 1997
Boston Bruins 1994 - 1995
Skills
Account Management, Sales Management, Databases, SaaS, Small Business, Team Management, Sales Presentations, Wealth Management, Investments, Long-term Care, Disability Insurance, Mutual Funds, Pensions, Strategic Planning, Strategic Financial..., Retirement Planning, Business Strategy, Strategic Partnerships
Education
University of Southern California 1987 — 1991
BS, Sports Information
Malden Catholic High School 1983 — 1987
Williams Junior High School
Oracle January 2015 - Present
Baystate Financial Services and Lowell Five Cent Savings Bank July 2011 - January 2015
LPL Financial January 2010 - July 2011
Ameriprise Financial November 2006 - January 2010
Strike One Sports Complex September 2005 - June 2006
Lewis and Clark Inc. 1999 - 2005
Innovex Inc. 1998 - 1999
Innovative Telecom January 1997 - July 1998
OmniTel 1995 - 1997
Boston Bruins 1994 - 1995
Skills
Account Management, Sales Management, Databases, SaaS, Small Business, Team Management, Sales Presentations, Wealth Management, Investments, Long-term Care, Disability Insurance, Mutual Funds, Pensions, Strategic Planning, Strategic Financial..., Retirement Planning, Business Strategy, Strategic Partnerships
Education
University of Southern California 1987 — 1991
BS, Sports Information
Malden Catholic High School 1983 — 1987
Williams Junior High School
Katy Porter Katy Porter's Ameriprise Financial Experience September 2015 - Present
Job Client Service Associate Thais D. Piotrowski & Associates
Industry Financial Services
Experience
Ameriprise Financial September 2015 - Present
Cellar on Greene January 2015 - September 2015
Za's Brick Oven Pizza August 2009 - December 2014
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Advertising, Sales, Public Speaking, Research
Education
University of South Carolina-Columbia 2005 — 2010
Comparative Literature
Ameriprise Financial September 2015 - Present
Cellar on Greene January 2015 - September 2015
Za's Brick Oven Pizza August 2009 - December 2014
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Advertising, Sales, Public Speaking, Research
Education
University of South Carolina-Columbia 2005 — 2010
Comparative Literature
Josh Bart Josh Bart's Ameriprise Financial Experience January 2011 - April 2011
Job Underwriter
Industry Financial Services
Experience
Merchant Cash and Capital LLC September 2015 - Present
Ehrenkranz Partners, L.P. April 2012 - September 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Ameriprise Financial January 2011 - April 2011
University of Pittsburgh September 2008 - December 2010
Big Brothers Big Sisters of Greater Pittsburgh June 2010 - August 2010
The GMS Group May 2009 - August 2009
Skills
Portfolio Management, Equities, Investments, Fixed Income, Trading, Financial Analysis, Microsoft Excel, Financial Modeling, Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Hedge Funds, Accounting
Education
University of Pittsburgh 2007 — 2011
Bachelors, Finance, Certificate in Leadership and Ethics
Merchant Cash and Capital LLC September 2015 - Present
Ehrenkranz Partners, L.P. April 2012 - September 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Ameriprise Financial January 2011 - April 2011
University of Pittsburgh September 2008 - December 2010
Big Brothers Big Sisters of Greater Pittsburgh June 2010 - August 2010
The GMS Group May 2009 - August 2009
Skills
Portfolio Management, Equities, Investments, Fixed Income, Trading, Financial Analysis, Microsoft Excel, Financial Modeling, Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Hedge Funds, Accounting
Education
University of Pittsburgh 2007 — 2011
Bachelors, Finance, Certificate in Leadership and Ethics
Hillary Fulghum's Ameriprise Financial Experience July 2004 - March 2008
Job Stayathome
Industry Health, Wellness and Fitness
Experience
Launch Your Kid August 2009 - April 2012
CC Communications March 2008 - August 2009
Ameriprise Financial July 2004 - March 2008
Make-A-Wish Foundation January 2006 - June 2006
Skills
Marketing, Social Media Marketing, Event Planning, Press Releases, Event Management
Education
University of North Carolina at Charlotte 2003 — 2007
Communication Studies, Public Relations
Launch Your Kid August 2009 - April 2012
CC Communications March 2008 - August 2009
Ameriprise Financial July 2004 - March 2008
Make-A-Wish Foundation January 2006 - June 2006
Skills
Marketing, Social Media Marketing, Event Planning, Press Releases, Event Management
Education
University of North Carolina at Charlotte 2003 — 2007
Communication Studies, Public Relations
Nancy Bennett Nancy Bennett's Ameriprise Financial Experience 2007 - 2008
Job at Bennett Enterprises, LLC
Industry Financial Services
Experience
Bennett Enterprises, LLC February 2009 - Present
American Academy of Actuaries March 2009 - Present
American Academy of Actuaries 2005 - Present
American Academy of Actuaries 2005 - Present
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2005 - 2007
Society of Actuaries 2004 - 2006
Milliman, Inc. 2001 - 2005
Aon Consulting May 1999 - September 2001
Minnesota Mutual (now Securian Financial) 1988 - 1999
Skills
Actuarial Science, Enterprise Risk..., Capital Management, ALM, Hedging, Credit Risk, Modeling, Economic Capital, Risk Management, Financial Risk, Insurance, Financial Modeling, Fixed Annuities, Investments, Asset Managment, Life Insurance, Investment Strategies, Strategic Financial..., Insurance Regulatory, Variable Annuities, Federal Home Loan Banks, Regulatory Policy, ORSA, Asset Management, Valuation, Insurance Investment..., Principles Based..., RBC and capital..., Rating Agency..., Finance, Analysis, economic scenario..., Strategy, Public Policy, State Legislation, Legislative Policy
Education
Society of Actuaries
FSA, CERA
University of Northern Iowa
Mathematics, Economics
Bennett Enterprises, LLC February 2009 - Present
American Academy of Actuaries March 2009 - Present
American Academy of Actuaries 2005 - Present
American Academy of Actuaries 2005 - Present
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2005 - 2007
Society of Actuaries 2004 - 2006
Milliman, Inc. 2001 - 2005
Aon Consulting May 1999 - September 2001
Minnesota Mutual (now Securian Financial) 1988 - 1999
Skills
Actuarial Science, Enterprise Risk..., Capital Management, ALM, Hedging, Credit Risk, Modeling, Economic Capital, Risk Management, Financial Risk, Insurance, Financial Modeling, Fixed Annuities, Investments, Asset Managment, Life Insurance, Investment Strategies, Strategic Financial..., Insurance Regulatory, Variable Annuities, Federal Home Loan Banks, Regulatory Policy, ORSA, Asset Management, Valuation, Insurance Investment..., Principles Based..., RBC and capital..., Rating Agency..., Finance, Analysis, economic scenario..., Strategy, Public Policy, State Legislation, Legislative Policy
Education
Society of Actuaries
FSA, CERA
University of Northern Iowa
Mathematics, Economics
Glen Archambault's Ameriprise Financial Experience 2003 - 2004
Job VP/ Director of Operations Citizens Private Bank
Industry Financial Services
Experience
Citizens Private Bank October 2014 - Present
Citizens Wealth Managment June 2013 - Present
Collette February 2013 - June 2013
CCO Investment Services Corp. July 2005 - February 2013
AIG 2003 - 2005
Ameriprise Financial 2003 - 2004
Staples Office Supplies February 2000 - August 2003
US Navy July 1992 - July 1998
Skills
Analysis, Salesforce.com, Wealth Management, Management, SharePoint, Vendor Management, Process Improvement, Team Leadership, Integration, Business Process, Training, CRM, Budgets, Business Analysis, Business Intelligence, Business Process..., Cross-functional Team..., Financial Services, Insurance, Program Management, Risk Management, SDLC, Visio, Requirements Analysis, IT Strategy
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts, Political Science
Citizens Private Bank October 2014 - Present
Citizens Wealth Managment June 2013 - Present
Collette February 2013 - June 2013
CCO Investment Services Corp. July 2005 - February 2013
AIG 2003 - 2005
Ameriprise Financial 2003 - 2004
Staples Office Supplies February 2000 - August 2003
US Navy July 1992 - July 1998
Skills
Analysis, Salesforce.com, Wealth Management, Management, SharePoint, Vendor Management, Process Improvement, Team Leadership, Integration, Business Process, Training, CRM, Budgets, Business Analysis, Business Intelligence, Business Process..., Cross-functional Team..., Financial Services, Insurance, Program Management, Risk Management, SDLC, Visio, Requirements Analysis, IT Strategy
Education
University of Rhode Island 1988 — 1992
Bachelor of Arts, Political Science
Chris Farrar's Ameriprise Financial Experience September 2011 - March 2013
Job Director of Operations at Mindsailing
Industry Marketing and Advertising
Experience
Mindsailing April 2013 - Present
Ameriprise Financial September 2011 - March 2013
Brain Traffic October 2009 - July 2011
Ameriprise Financial February 2007 - October 2009
Paul Kaza Associates June 2006 - October 2006
Tokyo Electron Limited November 2004 - February 2006
MPG July 2004 - November 2004
Skills
Interactive Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Marketing, Social Media, Advertising, Integrated Marketing
Education
University of Richmond 2000 — 2004
Business Administration, Marketing
Mindsailing April 2013 - Present
Ameriprise Financial September 2011 - March 2013
Brain Traffic October 2009 - July 2011
Ameriprise Financial February 2007 - October 2009
Paul Kaza Associates June 2006 - October 2006
Tokyo Electron Limited November 2004 - February 2006
MPG July 2004 - November 2004
Skills
Interactive Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Social Media Marketing, Online Advertising, Digital Strategy, Marketing, Social Media, Advertising, Integrated Marketing
Education
University of Richmond 2000 — 2004
Business Administration, Marketing
Jonathan Marville Jonathan Marville's Ameriprise Financial Experience March 2005 - August 2005
Job Advisor Consultant/Territory Specialist at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
Franklin Templeton Investments June 2007 - October 2010
Franklin Templeton Investments May 2006 - June 2007
Ameriprise Financial March 2005 - August 2005
Skills
Series 7, Mutual Funds, Separately Managed..., Wealth Management, Retirement Planning, Retirement, Investments, Alternative Investments, Fixed Annuities, Asset Managment, Strategic Financial..., Asset Allocation, 401k, Series 66
Education
University of South Florida 2001 — 2005
BS, Finance
Ridgewood High School
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
Franklin Templeton Investments June 2007 - October 2010
Franklin Templeton Investments May 2006 - June 2007
Ameriprise Financial March 2005 - August 2005
Skills
Series 7, Mutual Funds, Separately Managed..., Wealth Management, Retirement Planning, Retirement, Investments, Alternative Investments, Fixed Annuities, Asset Managment, Strategic Financial..., Asset Allocation, 401k, Series 66
Education
University of South Florida 2001 — 2005
BS, Finance
Ridgewood High School
Jeanne Stallings Jeanne Stallings's Ameriprise Financial Experience 2006 - 2008
Job Research Technologist at Arkema Coating Resins
Industry Chemicals
Experience
Arkema Coating Resins March 2009 - Present
CG&D Studios May 2005 - September 2008
Ameriprise Financial 2006 - 2008
The Sojourner's Arts 2003 - 2008
Union Carbide-Dow Chemical July 1993 - July 2004
Dow Chemical 1993 - 2004
Union Carbide (UCAR Emulsion Systems) 1993 - 2004
Education
University of North Carolina at Chapel Hill 1988 — 1992
BS, Biology
Athens Drive High School
Arkema Coating Resins March 2009 - Present
CG&D Studios May 2005 - September 2008
Ameriprise Financial 2006 - 2008
The Sojourner's Arts 2003 - 2008
Union Carbide-Dow Chemical July 1993 - July 2004
Dow Chemical 1993 - 2004
Union Carbide (UCAR Emulsion Systems) 1993 - 2004
Education
University of North Carolina at Chapel Hill 1988 — 1992
BS, Biology
Athens Drive High School
Frank Judge's Ameriprise Financial Experience December 2004 - January 2011
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1997 - Present
Ameriprise Financial December 2004 - January 2011
Education
University of North Texas 1991 — 1996
BA, Communications
Ameriprise Financial Services, Inc. 1997 - Present
Ameriprise Financial December 2004 - January 2011
Education
University of North Texas 1991 — 1996
BA, Communications
David Hines's Ameriprise Financial Experience January 2006 - February 2007
Job Realtor at Keller Williams Realty, Nashville
Industry Financial Services
Experience
Keller Williams Realty, Nashville August 2014 - Present
The Retirement Plan Company, LLC 2011 - August 2012
Andrea Singleton, Platinum Advisory Practice of Ameriprise Financial April 2010 - September 2010
Leach and Associates, A Private Wealth Advisory Practice of Ameriprise Financial July 2008 - September 2009
Richardson, Carrington, and Weaver & Associates, A Private Wealth Advisory Practice of Ameriprise July 2007 - July 2008
Ameriprise Financial January 2006 - February 2007
University of North Carolina Press May 2005 - May 2006
University of North Carolina Press May 2002 - May 2005
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Retirement Plan..., Series 7, Portfolio Management, Pensions, Investments, IRAs, Real Estate, Sales, Negotiation, Public Speaking, Mortgage Lending, First Time Home Buyers, Investment Properties, Social Media, Management, Team Building, Residential Homes, Sales Management, Strategic Planning, Small Business, Marketing, Finance
Education
University of North Carolina at Chapel Hill 1996 — 2004
International Studies
Keller Williams Realty, Nashville August 2014 - Present
The Retirement Plan Company, LLC 2011 - August 2012
Andrea Singleton, Platinum Advisory Practice of Ameriprise Financial April 2010 - September 2010
Leach and Associates, A Private Wealth Advisory Practice of Ameriprise Financial July 2008 - September 2009
Richardson, Carrington, and Weaver & Associates, A Private Wealth Advisory Practice of Ameriprise July 2007 - July 2008
Ameriprise Financial January 2006 - February 2007
University of North Carolina Press May 2005 - May 2006
University of North Carolina Press May 2002 - May 2005
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Retirement Plan..., Series 7, Portfolio Management, Pensions, Investments, IRAs, Real Estate, Sales, Negotiation, Public Speaking, Mortgage Lending, First Time Home Buyers, Investment Properties, Social Media, Management, Team Building, Residential Homes, Sales Management, Strategic Planning, Small Business, Marketing, Finance
Education
University of North Carolina at Chapel Hill 1996 — 2004
International Studies
Cheryl Lopez, CFP®'s Ameriprise Financial Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2004 - Present
Education
University of San Diego 2000 — 2004
B.B.A. Business Economics, B.A. English
Saint Pius X High School
Ameriprise Financial 2004 - Present
Education
University of San Diego 2000 — 2004
B.B.A. Business Economics, B.A. English
Saint Pius X High School
Andrew M. Kistler, III's Ameriprise Financial Experience 2006 - 2009
Job Senior Vice President Southeast Regional Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Joy Linsday SPHR's Ameriprise Financial Experience January 2007 - December 2007
Job Vice President, Human Resources at Liberty Diversified International
Industry Human Resources
Experience
Liberty Diversified International September 2014 - Present
Carlson Rezidor Hotel Group September 2012 - September 2014
Creative Memories October 2009 - September 2012
Deephaven Capital Management December 2007 - July 2009
Ameriprise Financial January 2007 - December 2007
United Health Group March 2004 - December 2006
Wachovia Insurance Services 2001 - 2004
UnitedHealth Group 1990 - 2000
Skills
Onboarding, Succession Planning, Employee Relations, Performance Management, Deferred Compensation, Employee Benefits, Employee Engagement, Personnel Management, Workforce Planning, Organizational..., Leadership Development, Recruiting, Organizational Design, Leadership, Strategy, Talent Management, Human Resources, Organizational..., Talent Acquisition, Hospitality Management, Change Management, HRIS, Coaching, Management, Training, Strategic Planning, Team Building, Temporary Placement
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA
University of South Florida 1988 — 1991
BS, Management
Liberty Diversified International September 2014 - Present
Carlson Rezidor Hotel Group September 2012 - September 2014
Creative Memories October 2009 - September 2012
Deephaven Capital Management December 2007 - July 2009
Ameriprise Financial January 2007 - December 2007
United Health Group March 2004 - December 2006
Wachovia Insurance Services 2001 - 2004
UnitedHealth Group 1990 - 2000
Skills
Onboarding, Succession Planning, Employee Relations, Performance Management, Deferred Compensation, Employee Benefits, Employee Engagement, Personnel Management, Workforce Planning, Organizational..., Leadership Development, Recruiting, Organizational Design, Leadership, Strategy, Talent Management, Human Resources, Organizational..., Talent Acquisition, Hospitality Management, Change Management, HRIS, Coaching, Management, Training, Strategic Planning, Team Building, Temporary Placement
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA
University of South Florida 1988 — 1991
BS, Management
Rob Martino's Ameriprise Financial Experience February 2003 - Present
Job Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2003 - Present
Ameriprise Financial Services, Inc. January 2003 - Present
Boy Scouts of America - SCC 2003 - 2011
University of Rochester September 1998 - May 2002
Education
College Of Financial Planning 2005 — 2007
Certified Financial Planner Professional Designation, Financial Planning
University of Rochester 1998 — 2002
BA, Political Science
Ameriprise Financial February 2003 - Present
Ameriprise Financial Services, Inc. January 2003 - Present
Boy Scouts of America - SCC 2003 - 2011
University of Rochester September 1998 - May 2002
Education
College Of Financial Planning 2005 — 2007
Certified Financial Planner Professional Designation, Financial Planning
University of Rochester 1998 — 2002
BA, Political Science
Matthew Kunze's Ameriprise Financial Experience 2003 - 2006
Job Experienced Business Developer
Industry Insurance
Experience
Kunze Group November 2008 - Present
Advanced Wealth Management Solutions 2005 - 2008
Ameriprise Financial 2003 - 2006
INVESCO 1997 - 2002
Skills
Mutual Funds, Investments, Strategic Financial..., Leadership, Sales, Sales Operations, Financial Services, Marketing, Management, Finance, Insurance, New Business Development, Team Building, Negotiation, Coaching, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Business
University of Northern Colorado 1985 — 1986
Kunze Group November 2008 - Present
Advanced Wealth Management Solutions 2005 - 2008
Ameriprise Financial 2003 - 2006
INVESCO 1997 - 2002
Skills
Mutual Funds, Investments, Strategic Financial..., Leadership, Sales, Sales Operations, Financial Services, Marketing, Management, Finance, Insurance, New Business Development, Team Building, Negotiation, Coaching, Fixed Annuities
Education
University of Phoenix 2008 — 2010
Business
University of Northern Colorado 1985 — 1986
Hal Kimmer's Ameriprise Financial Experience October 2010 - December 2014
Job none at Retired and enjoying time to pursue personal interests and family
Industry Capital Markets
Experience
Retired and enjoying time to pursue personal interests and family January 2015 - Present
Ameriprise Financial October 2010 - December 2014
Bank of America November 1995 - February 2011
The Future Now 1993 - 1995
Texas Instruments December 1979 - March 1993
Skills
Technical Support, Business Analysis, SDLC, Customer Satisfaction, Fixed Income, Risk Management, Financial Services, Portfolio Management, Vendor Management, Asset Management, Banking, Investments, Equities, Analysis, Securities, Strategic Planning, Management, Process Improvement, Program Management
Education
University of North Carolina at Charlotte 1972 — 1976
Retired and enjoying time to pursue personal interests and family January 2015 - Present
Ameriprise Financial October 2010 - December 2014
Bank of America November 1995 - February 2011
The Future Now 1993 - 1995
Texas Instruments December 1979 - March 1993
Skills
Technical Support, Business Analysis, SDLC, Customer Satisfaction, Fixed Income, Risk Management, Financial Services, Portfolio Management, Vendor Management, Asset Management, Banking, Investments, Equities, Analysis, Securities, Strategic Planning, Management, Process Improvement, Program Management
Education
University of North Carolina at Charlotte 1972 — 1976
Erik Langhus's Ameriprise Financial Experience 2010 - Present
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2010 - Present
Ameriprise Financial 2007 - 2010
Ameriprise 1997 - 2008
Skills
Financial Services, Financial Analysis, PMP, Series 7, Vendor Management, Cross-functional Team..., Management, Call Centers, Securities, Mutual Funds, Series 63, Portfolio Management, Investments, Business Analysis, Retirement, Requirements Gathering, Process Improvement, Program Management, Business Requirements, Asset Allocation, Requirements Analysis, Risk Management, Leadership, Project Portfolio..., SDLC, Business Process..., Team Building, Project Management, Change Management, Equities, Relationship Management, Strategic Financial..., Software Project..., Wealth Management, Finance
Education
University of Northern Iowa 1994 — 1997
Ameriprise Financial 2010 - Present
Ameriprise Financial 2007 - 2010
Ameriprise 1997 - 2008
Skills
Financial Services, Financial Analysis, PMP, Series 7, Vendor Management, Cross-functional Team..., Management, Call Centers, Securities, Mutual Funds, Series 63, Portfolio Management, Investments, Business Analysis, Retirement, Requirements Gathering, Process Improvement, Program Management, Business Requirements, Asset Allocation, Requirements Analysis, Risk Management, Leadership, Project Portfolio..., SDLC, Business Process..., Team Building, Project Management, Change Management, Equities, Relationship Management, Strategic Financial..., Software Project..., Wealth Management, Finance
Education
University of Northern Iowa 1994 — 1997
Patrick Potthast's Ameriprise Financial Experience May 2006 - September 2006
Job Senior Financial Analyst at ACE Group
Industry Insurance
Experience
ACE Group September 2014 - Present
Catlin November 2008 - August 2014
Southern Insurance Underwriters October 2006 - November 2008
Ameriprise Financial May 2006 - September 2006
Mikasa August 2002 - August 2005
Skills
Insurance, Financial Analysis, Forecasting, Accounting, Finance, Analysis, Budgets, Management, Payroll, Microsoft Excel, Account Reconciliation, Process Improvement, GAAP, General Ledger, Access, Risk Management
Education
University of North Georgia 2001 — 2006
BA, Finance w/ Minor in Physics
ACE Group September 2014 - Present
Catlin November 2008 - August 2014
Southern Insurance Underwriters October 2006 - November 2008
Ameriprise Financial May 2006 - September 2006
Mikasa August 2002 - August 2005
Skills
Insurance, Financial Analysis, Forecasting, Accounting, Finance, Analysis, Budgets, Management, Payroll, Microsoft Excel, Account Reconciliation, Process Improvement, GAAP, General Ledger, Access, Risk Management
Education
University of North Georgia 2001 — 2006
BA, Finance w/ Minor in Physics
Elisa Garibay's Ameriprise Financial Experience 2008 - 2009
Job Associate Wealth Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Bethany Hewitt's Ameriprise Financial Experience April 2008 - Present
Job Field Recruiting Specialist at Ameriprise Financial
Industry Staffing and Recruiting
Experience
Ameriprise Financial April 2008 - Present
University of Oregon, Athletic Department August 2004 - December 2007
Education
University of Oregon 2005 — 2006
Educational Leadership, Policy, Management and Organization
University of North Carolina at Chapel Hill 2001 — 2004
Communications, Interpersonal Communications
Ameriprise Financial April 2008 - Present
University of Oregon, Athletic Department August 2004 - December 2007
Education
University of Oregon 2005 — 2006
Educational Leadership, Policy, Management and Organization
University of North Carolina at Chapel Hill 2001 — 2004
Communications, Interpersonal Communications
Susan Greif's Ameriprise Financial Experience November 2004 - Present
Job Field Operations Team Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2004 - Present
Oregon Eye Specialists October 2001 - November 2004
Education
University of Oregon 1995 — 1998
Ameriprise Financial November 2004 - Present
Oregon Eye Specialists October 2001 - November 2004
Education
University of Oregon 1995 — 1998
Cindy Guthrie's Ameriprise Financial Experience June 1997 - August 1999
Job Assistant Professor at Bucknell University
Industry Higher Education
Experience
Bucknell University August 2010 - Present
Hampton University August 2009 - May 2010
University of Richmond July 2008 - May 2009
Ameriprise Financial June 1997 - August 1999
Aon Consulting 1988 - 1996
Skills
Research, Higher Education, Auditing, Public Speaking, University Teaching, PowerPoint, Data Analysis, Training, Accounting, Teaching, Analysis, Statistics, Microsoft Excel, Economics, Project Management, Leadership, Nonprofits, Event Planning
Education
Virginia Commonwealth University - School of Business 2005 — 2008
PhD, Accounting
University of Richmond - Robins School of Business 1986 — 1988
MBA
University of West Florida - College of Business 1975 — 1978
BA, Accounting
Bucknell University August 2010 - Present
Hampton University August 2009 - May 2010
University of Richmond July 2008 - May 2009
Ameriprise Financial June 1997 - August 1999
Aon Consulting 1988 - 1996
Skills
Research, Higher Education, Auditing, Public Speaking, University Teaching, PowerPoint, Data Analysis, Training, Accounting, Teaching, Analysis, Statistics, Microsoft Excel, Economics, Project Management, Leadership, Nonprofits, Event Planning
Education
Virginia Commonwealth University - School of Business 2005 — 2008
PhD, Accounting
University of Richmond - Robins School of Business 1986 — 1988
MBA
University of West Florida - College of Business 1975 — 1978
BA, Accounting
Patrick Good's Ameriprise Financial Experience January 2010 - March 2011
Job Regional Vice President AmericaFirst Securities, Inc.
Industry Financial Services
Experience
AmericaFirst Securities, Inc August 2015 - Present
Major Financial Services Industry Money Manager March 2011 - April 2015
Ameriprise Financial January 2010 - March 2011
Ameriprise Financial Services, Inc. May 2008 - December 2009
First Trust Advisors July 2005 - October 2007
Curian Capital, LLC October 2002 - January 2005
John Hancock Funds LLC April 2001 - October 2002
Van Kampen Funds August 1999 - April 2001
Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Communications
University of Pittsburgh 1982 — 1986
Bachelor's degree, Communication and Media Studies
AmericaFirst Securities, Inc August 2015 - Present
Major Financial Services Industry Money Manager March 2011 - April 2015
Ameriprise Financial January 2010 - March 2011
Ameriprise Financial Services, Inc. May 2008 - December 2009
First Trust Advisors July 2005 - October 2007
Curian Capital, LLC October 2002 - January 2005
John Hancock Funds LLC April 2001 - October 2002
Van Kampen Funds August 1999 - April 2001
Skills
Mutual Funds, Investments, Series 63, Series 7, Retirement Planning, Asset Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, Financial Services
Education
University of Pittsburgh 1982 — 1986
Bachelor of Arts, Communications
University of Pittsburgh 1982 — 1986
Bachelor's degree, Communication and Media Studies
R Michael Pollock's Ameriprise Financial Experience December 2004 - June 2008
Job Investment Rep at USAA
Industry Financial Services
Experience
USAA March 2010 - Present
JPMorgan Chase July 2008 - March 2010
Ameriprise Financial December 2004 - June 2008
Incredible Journeys Catering January 2003 - December 2004
Education
University of Southern California 1995 — 1999
B.A., Finance, Managment Consulting
USAA March 2010 - Present
JPMorgan Chase July 2008 - March 2010
Ameriprise Financial December 2004 - June 2008
Incredible Journeys Catering January 2003 - December 2004
Education
University of Southern California 1995 — 1999
B.A., Finance, Managment Consulting
Brian Steinbach's Ameriprise Financial Experience March 2006 - May 2007
Job Assistant Vice President / Bank Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Wachovia April 2009 - October 2010
Fifth Third Securities June 2007 - April 2009
Ameriprise Financial March 2006 - May 2007
Ameriprise Financial January 2006 - May 2007
Premiere Book Services December 2002 - March 2006
Skills
Banking, Sales Management, Sales, Credit, Small Business Lending, Leadership, Coaching, Management, Customer Service, Finance, Investment Strategies, Securities, Financial Advisory, Series 7, Series 66, CRPC, Microsoft Office, Investments
Education
University of South Florida 2008 — 2010
MBA, Business Administration
University of South Florida 1999 — 2002
Bachelor of Arts, Psychology
Wells Fargo Bank January 2010 - Present
Wachovia April 2009 - October 2010
Fifth Third Securities June 2007 - April 2009
Ameriprise Financial March 2006 - May 2007
Ameriprise Financial January 2006 - May 2007
Premiere Book Services December 2002 - March 2006
Skills
Banking, Sales Management, Sales, Credit, Small Business Lending, Leadership, Coaching, Management, Customer Service, Finance, Investment Strategies, Securities, Financial Advisory, Series 7, Series 66, CRPC, Microsoft Office, Investments
Education
University of South Florida 2008 — 2010
MBA, Business Administration
University of South Florida 1999 — 2002
Bachelor of Arts, Psychology
Victoria Barbisan's Ameriprise Financial Experience March 2004 - Present
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial March 2004 - Present
Morgan Stanley March 2000 - March 2004
Olde Discount Stockbrokers May 1997 - March 2000
Education
University of Southern California 1980 — 1984
bs, finance
Troy High School
Ameriprise Financial March 2004 - Present
Morgan Stanley March 2000 - March 2004
Olde Discount Stockbrokers May 1997 - March 2000
Education
University of Southern California 1980 — 1984
bs, finance
Troy High School
Jamie Parisi's Ameriprise Financial Experience May 2006 - February 2010
Job Manager, Public Records at South West Florida Water Management District
Industry Government Administration
Experience
South West Florida Water Management District June 2010 - Present
Ameriprise Financial May 2006 - February 2010
JPMorgan Chase March 1998 - July 2005
Education
University of South Florida
South West Florida Water Management District June 2010 - Present
Ameriprise Financial May 2006 - February 2010
JPMorgan Chase March 1998 - July 2005
Education
University of South Florida
Paul Pender's Ameriprise Financial Experience July 2008 - September 2008
Job Accounting Professional
Industry Accounting
Experience
Ameriprise Financial July 2008 - September 2008
Itasca Deli October 2006 - July 2008
The Home Depot June 1996 - October 2006
Education
University of Phoenix 2006 — 2008
Bacchelors, Accounting
Ameriprise Financial July 2008 - September 2008
Itasca Deli October 2006 - July 2008
The Home Depot June 1996 - October 2006
Education
University of Phoenix 2006 — 2008
Bacchelors, Accounting
Teresa Hammond's Ameriprise Financial Experience 2001 - Present
Job Sr Quality Assurance Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2001 - Present
Education
University of Northern Iowa 1983 — 1990
Marycrest 1980 — 1985
Ameriprise Financial 2001 - Present
Education
University of Northern Iowa 1983 — 1990
Marycrest 1980 — 1985
Preston Stamper's Ameriprise Financial Experience October 2006 - Present
Job Regional Sales Director RiverSource Annuities
Industry Financial Services
Experience
Ameriprise Financial October 2006 - Present
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Business, 3.36
Ameriprise Financial October 2006 - Present
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Business, 3.36
Nate Schipper's Ameriprise Financial Experience November 2010 - August 2014
Job Suitability Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
Evan Fenaroli's Ameriprise Financial Experience May 2007 - August 2007
Job Underwriting Supervisor, Management & Professional Liability
Industry Insurance
Experience
Philadelphia Insurance Companies April 2014 - Present
Philadelphia Insurance Companies April 2013 - April 2014
Philadelphia Insurance Companies October 2008 - April 2013
Ameriprise Financial May 2007 - August 2007
Skills
Professional Liability, PowerPoint, Excel, Property & Casualty..., Underwriting, Commercial Insurance, Miscellaneous..., Legal Liability, Employment Practices..., Errors & Omissions, Casualty, Insurance, D&O
Education
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics & Economics; French
Niskayuna High School 2000 — 2004
Philadelphia Insurance Companies April 2014 - Present
Philadelphia Insurance Companies April 2013 - April 2014
Philadelphia Insurance Companies October 2008 - April 2013
Ameriprise Financial May 2007 - August 2007
Skills
Professional Liability, PowerPoint, Excel, Property & Casualty..., Underwriting, Commercial Insurance, Miscellaneous..., Legal Liability, Employment Practices..., Errors & Omissions, Casualty, Insurance, D&O
Education
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics & Economics; French
Niskayuna High School 2000 — 2004
Susan Renta's Ameriprise Financial Experience August 2010 - August 2012
Job Sr. Organization Effectiveness Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial August 2010 - August 2012
Ameriprise Financial Services, Inc. 2000 - 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Organizational..., Organizational..., Personnel Management, Recruiting, Talent Acquisition, Training, Workforce Planning, Human Resources, Consulting, Strategy, Leadership
Education
University of Northwestern - St. Paul 1994 — 1996
BS, Organizational Administration
University of Wisconsin-River Falls
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial August 2010 - August 2012
Ameriprise Financial Services, Inc. 2000 - 2009
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Leadership Development, Onboarding, Organizational..., Organizational..., Personnel Management, Recruiting, Talent Acquisition, Training, Workforce Planning, Human Resources, Consulting, Strategy, Leadership
Education
University of Northwestern - St. Paul 1994 — 1996
BS, Organizational Administration
University of Wisconsin-River Falls
Master of Business Administration (M.B.A.)
Jeremy Pawlak, CFA's Ameriprise Financial Experience May 2008 - August 2008
Job Manager FP&A at Pangea Properties
Industry Real Estate
Experience
Pangea Properties July 2012 - Present
Breakwater Trading July 2009 - June 2012
Ameriprise Financial May 2008 - August 2008
D.J. Mosier & Associates Financial Services September 2007 - December 2007
Country Club of Detroit May 2006 - August 2006
Skills
Trading, Economics, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Investments, Analysis, Derivatives, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor, Finance, Economics
De La Salle Collegiate 2001 — 2005
High School Diploma, College Prep
Pangea Properties July 2012 - Present
Breakwater Trading July 2009 - June 2012
Ameriprise Financial May 2008 - August 2008
D.J. Mosier & Associates Financial Services September 2007 - December 2007
Country Club of Detroit May 2006 - August 2006
Skills
Trading, Economics, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Investments, Analysis, Derivatives, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor, Finance, Economics
De La Salle Collegiate 2001 — 2005
High School Diploma, College Prep
Marcus Freel's Ameriprise Financial Experience October 2005 - October 2007
Job VP Private Client Advisor
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. 2007 - Present
Ameriprise Financial October 2005 - October 2007
Education
University of North Texas 1993 — 1997
Political Science
JPMorgan Chase Bank, N.A. 2007 - Present
Ameriprise Financial October 2005 - October 2007
Education
University of North Texas 1993 — 1997
Political Science
Cathryn Cole, MBA's Ameriprise Financial Experience March 2008 - January 2010
Job Director Business Development, Asset Management at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group April 2013 - Present
CUNA Brokerage Services, Inc February 2010 - March 2013
Ameriprise Financial March 2008 - January 2010
Omega Performance 1999 - 2005
Skills
Consultative Selling, Credit, Sales Management, Portfolio Management, Banking, Selling, Investments, Series 7, Insurance, Relationship Management, Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Mutual Funds, Financial Advisory, CRM, Variable Annuities, New Business Development, Leadership, 401k, Business Strategy, 403 b, Sales
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1986 — 1988
BS, Business & Political Science
CUNA Mutual Group April 2013 - Present
CUNA Brokerage Services, Inc February 2010 - March 2013
Ameriprise Financial March 2008 - January 2010
Omega Performance 1999 - 2005
Skills
Consultative Selling, Credit, Sales Management, Portfolio Management, Banking, Selling, Investments, Series 7, Insurance, Relationship Management, Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Mutual Funds, Financial Advisory, CRM, Variable Annuities, New Business Development, Leadership, 401k, Business Strategy, 403 b, Sales
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1986 — 1988
BS, Business & Political Science
Tonya Pirone's Ameriprise Financial Experience April 2005 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial April 2005 - November 2007
Salem Inn March 2003 - November 2003
Pro-Cure, Inc. January 1989 - August 2001
Education
University of Phoenix 2009 — 2011
Associate of Arts with a concentration in Health Care Administration, Health Care Administration, 3.29
Ameriprise Financial April 2005 - November 2007
Salem Inn March 2003 - November 2003
Pro-Cure, Inc. January 1989 - August 2001
Education
University of Phoenix 2009 — 2011
Associate of Arts with a concentration in Health Care Administration, Health Care Administration, 3.29
Mark Lynd, MAEd/AET's Ameriprise Financial Experience July 2006 - December 2007
Job Senior Trainer United Healthcare Military & Veterans
Industry Higher Education
Experience
UnitedHealthcare January 2013 - Present
University of Phoenix January 2008 - January 2013
Ameriprise Financial July 2006 - December 2007
Bristol West Insurance May 2003 - July 2006
Progressive Insurance January 1995 - May 2003
Skills
Leadership Development, Training, Workshop Facilitation, Coaching, Organizational..., Conflict Resolution, Leadership, Staff Development, Performance Management, Team Building, Organizational..., Process Improvement, Critical Thinking, E-Learning, Recruiting, Call Center, Team Leadership, Time Management, Employee Engagement, Change Management, Management, Public Speaking, Human Resources, Instructional Design, Program Management, Training Delivery, Call Centers, Employee Training, Needs Analysis, Interviews, Onboarding, Quality Assurance, Instructor-led Training, Health & Welfare..., Hands-on Training
Education
University of Phoenix 2008 — 2009
MAED, Corporate Training
William Paterson University of New Jersey 1989 — 1991
BA, Business Administration
UnitedHealthcare January 2013 - Present
University of Phoenix January 2008 - January 2013
Ameriprise Financial July 2006 - December 2007
Bristol West Insurance May 2003 - July 2006
Progressive Insurance January 1995 - May 2003
Skills
Leadership Development, Training, Workshop Facilitation, Coaching, Organizational..., Conflict Resolution, Leadership, Staff Development, Performance Management, Team Building, Organizational..., Process Improvement, Critical Thinking, E-Learning, Recruiting, Call Center, Team Leadership, Time Management, Employee Engagement, Change Management, Management, Public Speaking, Human Resources, Instructional Design, Program Management, Training Delivery, Call Centers, Employee Training, Needs Analysis, Interviews, Onboarding, Quality Assurance, Instructor-led Training, Health & Welfare..., Hands-on Training
Education
University of Phoenix 2008 — 2009
MAED, Corporate Training
William Paterson University of New Jersey 1989 — 1991
BA, Business Administration
Tamara Pullen's Ameriprise Financial Experience 1995 - 2006
Job Integration Architecture at Best Buy via IIC
Industry Information Technology and Services
Experience
IIC November 2006 - 2008
Ameriprise Financial 1995 - 2006
American Express Financial Advisors 1995 - 1997
Education
University of Oklahoma 1990 — 1994
Management Information Systems
IIC November 2006 - 2008
Ameriprise Financial 1995 - 2006
American Express Financial Advisors 1995 - 1997
Education
University of Oklahoma 1990 — 1994
Management Information Systems
Jon McAleney's Ameriprise Financial Experience Vice-President/ InvestmentsJanney Montgomery ScottNovember 1999 - January 2007
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Vice-President/ InvestmentsJanney Montgomery ScottNovember 1999 - January 2007
Education
University of South Carolina-Columbia 1980 — 1983
BA, Education
Ameriprise Financial Vice-President/ InvestmentsJanney Montgomery ScottNovember 1999 - January 2007
Education
University of South Carolina-Columbia 1980 — 1983
BA, Education
Molly Papetti's Ameriprise Financial Experience August 2012 - February 2013
Job Manager of Investment Operations and Reporting at Macalester College
Industry Investment Management
Experience
Ameriprise Financial August 2012 - February 2013
Deephaven Capital Management 2006 - 2009
Peregrine Capital Management 2000 - 2006
Education
University of Pennsylvania
B.S.
Ameriprise Financial August 2012 - February 2013
Deephaven Capital Management 2006 - 2009
Peregrine Capital Management 2000 - 2006
Education
University of Pennsylvania
B.S.
Adam Eddin's Ameriprise Financial Experience July 2010 - June 2012
Job Technology Lead Columbia Management at Ameriprise Financial
Industry Financial Services
Experience
Bank of America October 2013 - Present
Ameriprise Financial July 2010 - June 2012
Bank of America March 1995 - July 2010
Skills
Shell Scripting, Agile Methodologies, Business Intelligence, Data Modeling, Data Warehousing, Database Administration, Database Design, Databases, Disaster Recovery, ETL
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, MIS
Bank of America October 2013 - Present
Ameriprise Financial July 2010 - June 2012
Bank of America March 1995 - July 2010
Skills
Shell Scripting, Agile Methodologies, Business Intelligence, Data Modeling, Data Warehousing, Database Administration, Database Design, Databases, Disaster Recovery, ETL
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, MIS
Todd Marriott, CRCP™'s Ameriprise Financial Experience 2005 - June 2010
Job Compliance Manager at Advance Capital Management
Industry Financial Services
Experience
Advance Capital January 2012 - Present
Advance Capital June 2010 - December 2011
Ameriprise Financial 2005 - June 2010
Skills
Series 7
Education
University of Pennsylvania - The Wharton School 2014 — 2014
FINRA/Wharton Certified Regulatory and Compliance Professional (CRCP) Program
Advance Capital January 2012 - Present
Advance Capital June 2010 - December 2011
Ameriprise Financial 2005 - June 2010
Skills
Series 7
Education
University of Pennsylvania - The Wharton School 2014 — 2014
FINRA/Wharton Certified Regulatory and Compliance Professional (CRCP) Program
Miles Tamburri's Ameriprise Financial Experience February 2005 - March 2006
Job Business Banking Area ManagerRM Channel at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
JP Morgan Chase 2009 - November 2012
Jp Morgan Chase June 2008 - November 2009
Wachovia Bank June 2006 - May 2008
Ameriprise Financial February 2005 - March 2006
Emmit A Larkin August 2003 - February 2005
Skills
Banking, Commercial Banking, Mortgage Banking, Sales, Credit, Finance, New Business Development, Cash Flow, Cross Selling, Loans, Commercial Lending, Small Business Lending, Branch Banking, Team Management, Credit Analysis, Customer Retention, Mortgage Lending, Problem Analysis, Problem Management, Retail Banking, Team Building, Training, Team Leadership
Education
Pennsylvania State University 1999 — 2002
B.S., Finance
University of South Carolina-Columbia 1998 — 1999
JPMorgan Chase November 2012 - Present
JP Morgan Chase 2009 - November 2012
Jp Morgan Chase June 2008 - November 2009
Wachovia Bank June 2006 - May 2008
Ameriprise Financial February 2005 - March 2006
Emmit A Larkin August 2003 - February 2005
Skills
Banking, Commercial Banking, Mortgage Banking, Sales, Credit, Finance, New Business Development, Cash Flow, Cross Selling, Loans, Commercial Lending, Small Business Lending, Branch Banking, Team Management, Credit Analysis, Customer Retention, Mortgage Lending, Problem Analysis, Problem Management, Retail Banking, Team Building, Training, Team Leadership
Education
Pennsylvania State University 1999 — 2002
B.S., Finance
University of South Carolina-Columbia 1998 — 1999
Jerry O'Neill, CRPC®'s Ameriprise Financial Experience February 2015 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial February 2015 - Present
RBC October 2012 - January 2015
Merrill Lynch January 2005 - November 2012
Raytheon/Delphi January 1995 - December 2001
Education
Purdue University 1980 — 1982
Engineering
University of Phoenix
BSBAM, Business & Management
Ameriprise Financial February 2015 - Present
RBC October 2012 - January 2015
Merrill Lynch January 2005 - November 2012
Raytheon/Delphi January 1995 - December 2001
Education
Purdue University 1980 — 1982
Engineering
University of Phoenix
BSBAM, Business & Management
Jeffrey Windle's Ameriprise Financial Experience August 2013 - Present
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Education
University of San Francisco 1977 — 1982
ba
Ameriprise Financial August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Education
University of San Francisco 1977 — 1982
ba
Bonnie Abrams, MBA's Ameriprise Financial Experience 1999 - 2008
Job Senior Development Officer/Fundraising/Donor Relations
Industry Philanthropy
Experience
Jewish Federation of Greater Philadelphia 2012 - 2015
State of Israel Bonds 2009 - 2012
Ameriprise Financial 1999 - 2008
American Red Cross 1997 - 1999
Skills
Volunteer Management, Community Outreach, Event Planning, Special Events, Donor Management, Donor Engagement, Donor Development, Donor Research, Donor Solicitation, Leadership, Non-profit Board..., Philanthropy
Education
Fairleigh Dickinson University-Florham Campus
BA, Political Science
Fairleigh Dickinson University-Florham Campus
MBA, Finance
University of Pennsylvania
Certificate, Fund Raising Management
Jewish Federation of Greater Philadelphia 2012 - 2015
State of Israel Bonds 2009 - 2012
Ameriprise Financial 1999 - 2008
American Red Cross 1997 - 1999
Skills
Volunteer Management, Community Outreach, Event Planning, Special Events, Donor Management, Donor Engagement, Donor Development, Donor Research, Donor Solicitation, Leadership, Non-profit Board..., Philanthropy
Education
Fairleigh Dickinson University-Florham Campus
BA, Political Science
Fairleigh Dickinson University-Florham Campus
MBA, Finance
University of Pennsylvania
Certificate, Fund Raising Management
Richard Tribiano's Ameriprise Financial Experience June 2009 - Present
Job Branch Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2009 - Present
US Trust Company January 2007 - January 2009
Citi National Bank January 2006 - January 2007
Merrill Lynch Trust Company January 1993 - January 2006
Education
University of South Florida
BS, Accounting
Ameriprise Financial June 2009 - Present
US Trust Company January 2007 - January 2009
Citi National Bank January 2006 - January 2007
Merrill Lynch Trust Company January 1993 - January 2006
Education
University of South Florida
BS, Accounting
Benjamin Bailey, CFP®'s Ameriprise Financial Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Education
East Carolina University
University of North Carolina at Charlotte
Master of Business Administration (M.B.A.)
Ameriprise Financial April 2009 - Present
Education
East Carolina University
University of North Carolina at Charlotte
Master of Business Administration (M.B.A.)
Daniel Portilla Williams's Ameriprise Financial Experience September 2008 - June 2009
Job Senior Financial Analyst at Quiksilver
Industry Marketing and Advertising
Experience
Quiksilver July 2014 - April 2015
Lands' End 2013 - 2013
Moore Stephens - Investum October 2011 - 2012
Citigroup March 2010 - April 2011
Lloyds Banking Group July 2009 - March 2010
Ameriprise Financial September 2008 - June 2009
Skills
Investments, Portfolio Management, Corporate Finance, Capital Markets, Asset Allocation, Wealth Management, Bloomberg, Entrepreneurship, Consulting, Problem Solving, Finance, Economics, Strategy, Management, Project Management, Financial Analysis, Financial Modeling, Leadership
Education
University of Notre Dame 2012 — 2014
MBA Candidate, Marketing and Business Leadership
Macalester College 2005 — 2009
Bachelor's degree, Economics
Quiksilver July 2014 - April 2015
Lands' End 2013 - 2013
Moore Stephens - Investum October 2011 - 2012
Citigroup March 2010 - April 2011
Lloyds Banking Group July 2009 - March 2010
Ameriprise Financial September 2008 - June 2009
Skills
Investments, Portfolio Management, Corporate Finance, Capital Markets, Asset Allocation, Wealth Management, Bloomberg, Entrepreneurship, Consulting, Problem Solving, Finance, Economics, Strategy, Management, Project Management, Financial Analysis, Financial Modeling, Leadership
Education
University of Notre Dame 2012 — 2014
MBA Candidate, Marketing and Business Leadership
Macalester College 2005 — 2009
Bachelor's degree, Economics
alice sanford's Ameriprise Financial Experience 1985 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1985 - Present
Education
College of Financial Planning - CFP
University of Rochester
BS, Education
Ameriprise Financial 1985 - Present
Education
College of Financial Planning - CFP
University of Rochester
BS, Education
Brannigan Judge's Ameriprise Financial Experience July 2007 - January 2008
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
Kristen Cabri's Ameriprise Financial Experience AssistantInterface Properties1999 - 2008
Job Executive Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial AssistantInterface Properties1999 - 2008
Education
University of South Carolina-Columbia 1993 — 1997
Northwestern High
Ameriprise Financial AssistantInterface Properties1999 - 2008
Education
University of South Carolina-Columbia 1993 — 1997
Northwestern High
Camille Roach's Ameriprise Financial Experience May 2013 - Present
Job Client Service Coordinator
Industry Financial Services
Experience
Ameriprise Financial May 2013 - Present
Education
University of Phoenix
Associate's degree, Business, Management, Marketing, and Related Support Services
Ameriprise Financial May 2013 - Present
Education
University of Phoenix
Associate's degree, Business, Management, Marketing, and Related Support Services
Chuck Tennant's Ameriprise Financial Experience July 1996 - August 2007
Job Operations Officer at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
Christine Willard's Ameriprise Financial Experience August 2013 - Present
Job Financial Advisor Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2013 - Present
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Human Resources Management and Services
Ameriprise Financial August 2013 - Present
Education
University of Phoenix 2010 — 2014
Bachelor's Degree, Human Resources Management and Services
Elizabeth Essig's Ameriprise Financial Experience June 2013 - July 2013
Job Student at University of Portland
Industry
Experience
University of Portland 2010 - 2014
University of Portland 2010 - 2014
Seattle Mariners March 2008 - December 2013
Ameriprise Financial June 2013 - July 2013
Washington State Referee Committee June 2004 - December 2006
Education
University of Portland 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Portland 2010 - 2014
University of Portland 2010 - 2014
Seattle Mariners March 2008 - December 2013
Ameriprise Financial June 2013 - July 2013
Washington State Referee Committee June 2004 - December 2006
Education
University of Portland 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.