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
Kathleen Reeder Kathleen Reeder's Ameriprise Financial Experience 2004 - 2005
Job Sr Manager at American Express and Professional Wildlife Photographer, Instructor and Author
Industry Photography
Experience
American Express July 2012 - Present
Kathleen Reeder Wildlife Photography 2000 - Present
(self employed) October 2006 - July 2012
American Express October 2005 - October 2006
Ameriprise Financial 2004 - 2005
Self-employed 1997 - 2004
Ameriprise Financial 1993 - 1996
Lawson Software 1990 - 1992
Apple Computer 1988 - 1990
Deloitte & Touche 1985 - 1988
Skills
Certified Scrum Master..., Agile & Waterfall..., Program Management, Strategy, Project Management, Business Process, Process Improvement, Project Portfolio..., PMO, SDLC, Change Management, Leadership, Management, Project Planning, Cross-functional Team..., Business Process..., Integration, CRM, PMP, Consulting, Product Management, Vendor Management, Business Analysis, Software Project..., Training, Team Leadership, IT Strategy, Project Delivery, Management Consulting, Business Intelligence, Marketing, Requirements Gathering, Governance, Enterprise Architecture, Business Transformation, IT Management, Wildlife Photography, Photography
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
Bachelors of Science
American Express July 2012 - Present
Kathleen Reeder Wildlife Photography 2000 - Present
(self employed) October 2006 - July 2012
American Express October 2005 - October 2006
Ameriprise Financial 2004 - 2005
Self-employed 1997 - 2004
Ameriprise Financial 1993 - 1996
Lawson Software 1990 - 1992
Apple Computer 1988 - 1990
Deloitte & Touche 1985 - 1988
Skills
Certified Scrum Master..., Agile & Waterfall..., Program Management, Strategy, Project Management, Business Process, Process Improvement, Project Portfolio..., PMO, SDLC, Change Management, Leadership, Management, Project Planning, Cross-functional Team..., Business Process..., Integration, CRM, PMP, Consulting, Product Management, Vendor Management, Business Analysis, Software Project..., Training, Team Leadership, IT Strategy, Project Delivery, Management Consulting, Business Intelligence, Marketing, Requirements Gathering, Governance, Enterprise Architecture, Business Transformation, IT Management, Wildlife Photography, Photography
Education
California Polytechnic State University-San Luis Obispo 1975 — 1979
Bachelors of Science
JT Wiederholt, CFP's Ameriprise Financial Experience 2002 - May 2009
Job President at Wealth Design Group, LLC
Industry Financial Services
Experience
Wealth Design Group, LLC July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2013
Ameriprise Financial 2002 - May 2009
Apex Training & Development 1999 - 2001
Education
Brigham Young University 1998 — 2000
BS
Brigham Young University - Idaho 1996 — 1998
Associates
Wealth Design Group, LLC July 2015 - Present
Ameriprise Financial Services, Inc. March 2013 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2013
Ameriprise Financial 2002 - May 2009
Apex Training & Development 1999 - 2001
Education
Brigham Young University 1998 — 2000
BS
Brigham Young University - Idaho 1996 — 1998
Associates
Janet Kiefer's Ameriprise Financial Experience July 2010 - June 2013
Job Cash Management Associate
Industry Investment Management
Experience
William Blair & Company June 2014 - Present
William Blair & Company July 2013 - June 2014
Ameriprise Financial July 2010 - June 2013
Alzheimer's Association 2011 - 2013
Centier Bank May 2007 - August 2010
Butler University March 2009 - December 2009
Skills
Microsoft Word, Sales, Budgets, Financial Modeling, QuickBooks, Retirement Planning, Risk Management, Series 7, Customer Service, Financial Advisory, Investments, Finance
Education
Butler University 2006 — 2010
Biology, Business
Lingnan University 2008 — 2008
William Blair & Company June 2014 - Present
William Blair & Company July 2013 - June 2014
Ameriprise Financial July 2010 - June 2013
Alzheimer's Association 2011 - 2013
Centier Bank May 2007 - August 2010
Butler University March 2009 - December 2009
Skills
Microsoft Word, Sales, Budgets, Financial Modeling, QuickBooks, Retirement Planning, Risk Management, Series 7, Customer Service, Financial Advisory, Investments, Finance
Education
Butler University 2006 — 2010
Biology, Business
Lingnan University 2008 — 2008
David H. Smith David H. Smith's Ameriprise Financial Experience 1998 - 2004
Job BrokerDealer Chief Compliance Officer at USAA
Industry Financial Services
Experience
USAA July 2004 - Present
Ameriprise Financial 1998 - 2004
Education
Cornell University
AB, Government
Boston University
MS Business Administration, Business
USAA July 2004 - Present
Ameriprise Financial 1998 - 2004
Education
Cornell University
AB, Government
Boston University
MS Business Administration, Business
Violette Mullooly's Ameriprise Financial Experience December 2014 - Present
Job Client Services Specialist
Industry Financial Services
Experience
Ameriprise Financial December 2014 - Present
VioletteSkies, Comforting Remedies November 2014 - Present
VioletteSkies September 2013 - Present
Skills
Coaching, Small Business, Public Speaking, Entrepreneurship, Teaching, Team Building, Customer Service, Wellness Coaching, Nonprofits, Wellness, Stress Management, Wellbeing, Stress
Education
Cairo University
Bachelor's degree, Accounting
City University of New York City College
Master's degree, Education
Institute for Integrative Nutrition, NY
Certified Holistic Health Coach, Health and wellness
Ameriprise Financial December 2014 - Present
VioletteSkies, Comforting Remedies November 2014 - Present
VioletteSkies September 2013 - Present
Skills
Coaching, Small Business, Public Speaking, Entrepreneurship, Teaching, Team Building, Customer Service, Wellness Coaching, Nonprofits, Wellness, Stress Management, Wellbeing, Stress
Education
Cairo University
Bachelor's degree, Accounting
City University of New York City College
Master's degree, Education
Institute for Integrative Nutrition, NY
Certified Holistic Health Coach, Health and wellness
Glenn McBride Glenn McBride's Ameriprise Financial Experience January 2005 - September 2009
Job Senior Technology Project Manager at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Stephanie Falconi CFP®, CRPC®, APMA®'s Ameriprise Financial Experience December 2010 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
MetLife Financial Services 2008 - 2010
Education
Brown University 2002 — 2006
BA, Psychology
Nightingale Bamford 1998 — 2002
Ameriprise Financial December 2010 - Present
MetLife Financial Services 2008 - 2010
Education
Brown University 2002 — 2006
BA, Psychology
Nightingale Bamford 1998 — 2002
Ted Jenkin CFP®'s Ameriprise Financial Experience September 2000 - February 2007
Job Founder and coCEO oXYGen Financial/Social Media Guru/National Speaker/Advisor For CEO's/Top Ranked Blogger
Industry Financial Services
Experience
oXYGen Financial, Inc. August 2008 - Present
Ditch The Nametag January 2014 - Present
Your Smart Money Moves June 2009 - Present
Ameriprise Financial September 2000 - February 2007
Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Retirement Planning, Leadership, Finance, Financial Services, Business Strategy, Portfolio Management, Mutual Funds, Small Business, Investment Advisory, Social Media Marketing, Insurance, Strategic Partnerships, Strategic Planning, Due Diligence, Series 7, Business, Entrepreneurship, Management, Financial Advisory, Executive Management, Budgets, Employee Benefits, Investment Strategies, Estate Planning, Asset Allocation, Retirement, Securities
Education
Boston College 1987 — 1991
Bachelor Of Science, Finance
College for Financial Planning 1994 — 1996
Certified Financial Planner, Personal Finance
oXYGen Financial, Inc. August 2008 - Present
Ditch The Nametag January 2014 - Present
Your Smart Money Moves June 2009 - Present
Ameriprise Financial September 2000 - February 2007
Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Retirement Planning, Leadership, Finance, Financial Services, Business Strategy, Portfolio Management, Mutual Funds, Small Business, Investment Advisory, Social Media Marketing, Insurance, Strategic Partnerships, Strategic Planning, Due Diligence, Series 7, Business, Entrepreneurship, Management, Financial Advisory, Executive Management, Budgets, Employee Benefits, Investment Strategies, Estate Planning, Asset Allocation, Retirement, Securities
Education
Boston College 1987 — 1991
Bachelor Of Science, Finance
College for Financial Planning 1994 — 1996
Certified Financial Planner, Personal Finance
Brent Woolsey, CFP®, CRPC® Brent Woolsey, CFP®, CRPC®'s Ameriprise Financial Experience March 2005 - Present
Job Financial Advisor I Certified Financial Planner™
Industry Financial Services
Experience
Ameriprise Financial March 2005 - Present
Education
California Polytechnic State University-San Luis Obispo
BS Industrial Technology, Minors in Business Administration and Packaging
Ameriprise Financial March 2005 - Present
Education
California Polytechnic State University-San Luis Obispo
BS Industrial Technology, Minors in Business Administration and Packaging
David Collins David Collins's Ameriprise Financial Experience October 2005 - May 2007
Job Director; IT Governance Office at Prime Therapeutics
Industry Retail
Experience
Prime Therapeutics July 2014 - Present
Best Buy March 2013 - July 2014
Best Buy March 2011 - July 2014
Superior Consulting Services January 2010 - March 2011
Superior Consulting Services October 2008 - March 2011
Aon Benfield April 2009 - February 2011
CHS May 2007 - October 2008
Ameriprise Financial October 2005 - May 2007
American Express September 1998 - September 2005
American Express Financial Advisors September 1998 - September 2005
Skills
IT Strategy, Enterprise Architecture, SDLC, ITIL, Governance, SharePoint, IT Management, SOA, Architecture, Business Intelligence, Project Management, Security, Team Leadership, Leadership, Vendor Management, Strategy, Information Technology, CRM, Knowledge Management, Management, Team Building, Strategic Planning, Solution Architecture, Six Sigma, Business Architecture, Business Continuity, Information Architecture, Software Project..., Thought Leadership, PMO, Business Analysis, Information Security, Requirements Gathering, Data Warehousing, TOGAF, Business Process, Requirements Analysis, Leadership Development, Records Management, CMMI, Regulatory Requirements, IT Governance, Offshore Project..., Data Governance, Software Development..., Integration, Architectures, Enterprise Software, Process Improvement
Education
Patten University 2014 — 2016
Bachelor of Arts in Management- Leadership
Capella University 2008 — 2014
B.S.
Brown College 1982 — 1983
Certificate
Lake Superior College 1979 — 1980
Certificate
University of Minnesota Duluth 1976 — 1979
BM, Ed.
Prime Therapeutics July 2014 - Present
Best Buy March 2013 - July 2014
Best Buy March 2011 - July 2014
Superior Consulting Services January 2010 - March 2011
Superior Consulting Services October 2008 - March 2011
Aon Benfield April 2009 - February 2011
CHS May 2007 - October 2008
Ameriprise Financial October 2005 - May 2007
American Express September 1998 - September 2005
American Express Financial Advisors September 1998 - September 2005
Skills
IT Strategy, Enterprise Architecture, SDLC, ITIL, Governance, SharePoint, IT Management, SOA, Architecture, Business Intelligence, Project Management, Security, Team Leadership, Leadership, Vendor Management, Strategy, Information Technology, CRM, Knowledge Management, Management, Team Building, Strategic Planning, Solution Architecture, Six Sigma, Business Architecture, Business Continuity, Information Architecture, Software Project..., Thought Leadership, PMO, Business Analysis, Information Security, Requirements Gathering, Data Warehousing, TOGAF, Business Process, Requirements Analysis, Leadership Development, Records Management, CMMI, Regulatory Requirements, IT Governance, Offshore Project..., Data Governance, Software Development..., Integration, Architectures, Enterprise Software, Process Improvement
Education
Patten University 2014 — 2016
Bachelor of Arts in Management- Leadership
Capella University 2008 — 2014
B.S.
Brown College 1982 — 1983
Certificate
Lake Superior College 1979 — 1980
Certificate
University of Minnesota Duluth 1976 — 1979
BM, Ed.
Christopher Stroh's Ameriprise Financial Experience 2006 - 2008
Job Associate Director at Ipreo
Industry Financial Services
Experience
Ipreo February 2008 - Present
Ipreo 2011 - 2012
Ipreo 2009 - 2011
Ipreo 2008 - 2009
Ameriprise Financial 2006 - 2008
Check Plus Systems 2004 - 2007
Boston University August 2004 - May 2006
Skills
Investor Relations, Equities, Bloomberg, Microsoft Excel, Investments, SQL, Finance, Equity Research, Factset, Socially Responsible..., Sustainable Investing, Alternative Energy, Microsoft Word, Economics, PowerPoint, Capital IQ, Visual Studio, Analytics, Analysis, Data Analysis, Financial Analysis, Financial Modeling
Education
Boston University 2002 — 2006
Bachelor’s Degree, Economics
Boston University 2002 — 2006
Bachelor’s Degree, International Relations
Lakeland Regional High School 1998 — 2002
Ipreo February 2008 - Present
Ipreo 2011 - 2012
Ipreo 2009 - 2011
Ipreo 2008 - 2009
Ameriprise Financial 2006 - 2008
Check Plus Systems 2004 - 2007
Boston University August 2004 - May 2006
Skills
Investor Relations, Equities, Bloomberg, Microsoft Excel, Investments, SQL, Finance, Equity Research, Factset, Socially Responsible..., Sustainable Investing, Alternative Energy, Microsoft Word, Economics, PowerPoint, Capital IQ, Visual Studio, Analytics, Analysis, Data Analysis, Financial Analysis, Financial Modeling
Education
Boston University 2002 — 2006
Bachelor’s Degree, Economics
Boston University 2002 — 2006
Bachelor’s Degree, International Relations
Lakeland Regional High School 1998 — 2002
Dan Morais's Ameriprise Financial Experience 1999 - 2009
Job Senior Associate, Capital Markets & Production
Industry Commercial Real Estate
Experience
UC Funds 2012 - Present
Sovereign Bank 2011 - 2012
Union Management 2009 - 2011
Ameriprise Financial 1999 - 2009
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Deal Sourcing, Deal Screening, Lead Generation, Commercial Mortgages, Debt & Equity Financing, Funding, Real Estate, Investment Properties, Real Estate Economics
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance & Marketing
UC Funds 2012 - Present
Sovereign Bank 2011 - 2012
Union Management 2009 - 2011
Ameriprise Financial 1999 - 2009
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Deal Sourcing, Deal Screening, Lead Generation, Commercial Mortgages, Debt & Equity Financing, Funding, Real Estate, Investment Properties, Real Estate Economics
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance & Marketing
Melissa Stein Melissa Stein's Ameriprise Financial Experience 2004 - 2009
Job Financial Advisor & Owner of Stein Wealth Advisors
Industry Financial Services
Experience
Stein Wealth Advisors March 2009 - Present
Sport Clips Haircuts November 2012 - Present
POWER of Southpointe June 2008 - August 2011
Ameriprise Financial 2004 - 2009
Ameriprise Financial Advisors 2004 - 2008
Skills
Retirement Income..., Social Security..., Proactive Tax Planning, Financial Planning &..., Estate and Investment...
Education
Duquesne University 2010 — 2011
Professional Certfication, CFP ® Certification
Boston University - School of Management 2000 — 2004
Finance
Sewickley Academy
Stein Wealth Advisors March 2009 - Present
Sport Clips Haircuts November 2012 - Present
POWER of Southpointe June 2008 - August 2011
Ameriprise Financial 2004 - 2009
Ameriprise Financial Advisors 2004 - 2008
Skills
Retirement Income..., Social Security..., Proactive Tax Planning, Financial Planning &..., Estate and Investment...
Education
Duquesne University 2010 — 2011
Professional Certfication, CFP ® Certification
Boston University - School of Management 2000 — 2004
Finance
Sewickley Academy
Elizabeth Watts's Ameriprise Financial Experience September 2005 - September 2007
Job Producer at R/GA
Industry Marketing and Advertising
Experience
R/GA July 2015 - Present
The Lucky Group, Inc. December 2014 - Present
Refinery29, Inc. May 2014 - November 2014
Razorfish April 2013 - May 2014
Razorfish August 2011 - April 2013
Razorfish June 2011 - August 2011
VCT Corp May 2010 - December 2010
Boston University September 2008 - December 2010
Rita's Enterprises October 2007 - September 2008
Ameriprise Financial September 2005 - September 2007
Skills
Project Management, Digital Marketing, CMS, Content Production, Integrated Project..., Responsive adaptive web..., Web Development, Digital Strategy, JIRA, Certified Scrum Master..., Agile Project Management, B2C marketing, Manage Client..., Advertising
Education
Boston University 2008 — 2011
Graduate Degree Program. Masters of Science, Advertising/Marketing
Westfield State College 2001 — 2005
Bachelor of Arts, Mass Communication
R/GA July 2015 - Present
The Lucky Group, Inc. December 2014 - Present
Refinery29, Inc. May 2014 - November 2014
Razorfish April 2013 - May 2014
Razorfish August 2011 - April 2013
Razorfish June 2011 - August 2011
VCT Corp May 2010 - December 2010
Boston University September 2008 - December 2010
Rita's Enterprises October 2007 - September 2008
Ameriprise Financial September 2005 - September 2007
Skills
Project Management, Digital Marketing, CMS, Content Production, Integrated Project..., Responsive adaptive web..., Web Development, Digital Strategy, JIRA, Certified Scrum Master..., Agile Project Management, B2C marketing, Manage Client..., Advertising
Education
Boston University 2008 — 2011
Graduate Degree Program. Masters of Science, Advertising/Marketing
Westfield State College 2001 — 2005
Bachelor of Arts, Mass Communication
Robert Metz Robert Metz's Ameriprise Financial Experience May 2008 - August 2008
Job Mortgage Analyst at Reliance First Capital
Industry Real Estate
Experience
Reliance First Capital, LLC June 2012 - Present
PartsSource Inc. March 2011 - August 2012
New York Life Insurance Company February 2010 - January 2011
Ameriprise Financial May 2008 - August 2008
Skills
Management, Customer Satisfaction, Sales, Customer Service, Marketing Communications, Account Management, Direct Sales, Sales Management, Recruiting, Leadership, Cold Calling, Microsoft Office
Education
Bowling Green State University 2004 — 2009
of Arts and Sciences; Bachelor of Arts, Communication; Interpersonal Communications; Promotions and Advertising
Rocky River High School 2000 — 2004
Reliance First Capital, LLC June 2012 - Present
PartsSource Inc. March 2011 - August 2012
New York Life Insurance Company February 2010 - January 2011
Ameriprise Financial May 2008 - August 2008
Skills
Management, Customer Satisfaction, Sales, Customer Service, Marketing Communications, Account Management, Direct Sales, Sales Management, Recruiting, Leadership, Cold Calling, Microsoft Office
Education
Bowling Green State University 2004 — 2009
of Arts and Sciences; Bachelor of Arts, Communication; Interpersonal Communications; Promotions and Advertising
Rocky River High School 2000 — 2004
Kelly Campelia Kelly Campelia's Ameriprise Financial Experience 2010 - 2010
Job Senior Associate at PwC Entertainment Media and Communications Consulting
Industry Entertainment
Experience
PwC Consulting July 2011 - Present
Braven Films January 2011 - May 2011
BYRNE Financial Freedom,, LLC 2010 - 2010
Ameriprise Financial 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Investments, Business Analysis, Management Consulting, Valuation, Strategy, Finance, Analysis, Management, Microsoft Office, Financial Services, Leadership, Customer Service, Insurance, PowerPoint
Education
Bryant University 2007 — 2011
Bachelor of Science (BS), International Business, Finance, Spanish
PwC Consulting July 2011 - Present
Braven Films January 2011 - May 2011
BYRNE Financial Freedom,, LLC 2010 - 2010
Ameriprise Financial 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Investments, Business Analysis, Management Consulting, Valuation, Strategy, Finance, Analysis, Management, Microsoft Office, Financial Services, Leadership, Customer Service, Insurance, PowerPoint
Education
Bryant University 2007 — 2011
Bachelor of Science (BS), International Business, Finance, Spanish
Bob Bickenbach CRPC®'s Ameriprise Financial Experience March 1974 - Present
Job Platinum Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 1974 - Present
Education
California State Polytechnic University-Pomona 1969 — 1973
B.S. (2), Business Management & Finance
Ameriprise Financial March 1974 - Present
Education
California State Polytechnic University-Pomona 1969 — 1973
B.S. (2), Business Management & Finance
Andrei Jigalin, CFP® Andrei Jigalin, CFP®'s Ameriprise Financial Experience June 1996 - June 2012
Job Financial Advisor, Novato CA. CERTIFIED FINANCIAL PLANNER™, Fee based financial planning in Marin County and Novato
Industry Financial Services
Experience
Alpha Wealth Management and Planning June 2012 - Present
Ameriprise Financial June 1996 - June 2012
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Estate Planning, Retirement, Asset Allocation, Insurance, Investment Advisory, Portfolio Management, Financial Advisory, Wealth, 401k, Disability Insurance, Asset Managment, Securities, Financial Goals, Wealth Accumulation, Series 63, Strategy, Tax, Financial Services, Investment Strategies, Finance, Fixed Annuities, Financial Planners, 401k Rollovers, FINRA, Employee Benefits, Long Term Care Insurance, ETFs, Alternative Investments, Life Insurance, Investment Management, Long-term Care, Pensions, Financial Planning, Asset Management
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BS, Business Administration, Concentration in Finance, minor in Economics
Terra Linda HS
Alpha Wealth Management and Planning June 2012 - Present
Ameriprise Financial June 1996 - June 2012
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Estate Planning, Retirement, Asset Allocation, Insurance, Investment Advisory, Portfolio Management, Financial Advisory, Wealth, 401k, Disability Insurance, Asset Managment, Securities, Financial Goals, Wealth Accumulation, Series 63, Strategy, Tax, Financial Services, Investment Strategies, Finance, Fixed Annuities, Financial Planners, 401k Rollovers, FINRA, Employee Benefits, Long Term Care Insurance, ETFs, Alternative Investments, Life Insurance, Investment Management, Long-term Care, Pensions, Financial Planning, Asset Management
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BS, Business Administration, Concentration in Finance, minor in Economics
Terra Linda HS
Noah F. Caust, MBA, AIF®, ARPC Noah F. Caust, MBA, AIF®, ARPC's Ameriprise Financial Experience May 2008 - August 2008
Job Regional Retirement Wholesaler at Paychex
Industry Investment Management
Experience
Paychex September 2012 - Present
ADP March 2010 - September 2012
John Hancock/Manulife September 2008 - February 2010
Ameriprise Financial May 2008 - August 2008
Boston University August 2007 - August 2008
Education
Excelsior College 2009 — 2012
MBA, Managing in a Global Economy
Boston University 2004 — 2008
BS, Hospitality Administration
Plainview JFK High School 2000 — 2004
Brandeis University
Paychex September 2012 - Present
ADP March 2010 - September 2012
John Hancock/Manulife September 2008 - February 2010
Ameriprise Financial May 2008 - August 2008
Boston University August 2007 - August 2008
Education
Excelsior College 2009 — 2012
MBA, Managing in a Global Economy
Boston University 2004 — 2008
BS, Hospitality Administration
Plainview JFK High School 2000 — 2004
Brandeis University
Wayne Harlan Wayne Harlan's Ameriprise Financial Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2002 - Present
Ameriprise Financial 2001 - Present
Skills
Estate Planning, Retirement Planning, Saving for Education, Asset Allocation, Financial Planning, Investment Advisory, Investments, Financial Advisory, Wealth Management, Investment Strategies, Financial Goals, Retirement, Finance, Strategic Financial..., Insurance
Education
University of Missouri-Kansas City 2003 — 2005
Financial Planning
Butler University - College of Business Administration
Southern Illinois University, Carbondale
BS, Civil Engineering
Ameriprise Financial Services, Inc. January 2002 - Present
Ameriprise Financial 2001 - Present
Skills
Estate Planning, Retirement Planning, Saving for Education, Asset Allocation, Financial Planning, Investment Advisory, Investments, Financial Advisory, Wealth Management, Investment Strategies, Financial Goals, Retirement, Finance, Strategic Financial..., Insurance
Education
University of Missouri-Kansas City 2003 — 2005
Financial Planning
Butler University - College of Business Administration
Southern Illinois University, Carbondale
BS, Civil Engineering
Mike Gardia, CFP®'s Ameriprise Financial Experience July 2007 - June 2010
Job Regional Investment Product Specialist for Chase Wealth Management
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan Securities, LLC. January 2013 - June 2013
J.P. Morgan Securities, LLC. June 2010 - January 2013
Ameriprise Financial July 2007 - June 2010
Skills
Behavioral Finance, Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, Investment Management, Financial Services, Finance, Insurance, Wealth Management..., Small Business, Management, Business Strategy, Asset Allocation, Marketing, Corporate Finance, Wealth Management, CRM, Series 7, Investment Strategies
Education
California Lutheran University 2008 — 2010
MBA, Finance
California Lutheran University 2009 — 2010
Post-Graduate Certificate, Financial Planning
California State University Channel Islands 2004 — 2007
BA, Psychology
Nordhoff High School
High school diploma
J.P. Morgan July 2013 - Present
J.P. Morgan Securities, LLC. January 2013 - June 2013
J.P. Morgan Securities, LLC. June 2010 - January 2013
Ameriprise Financial July 2007 - June 2010
Skills
Behavioral Finance, Investments, Financial Advisory, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, Investment Management, Financial Services, Finance, Insurance, Wealth Management..., Small Business, Management, Business Strategy, Asset Allocation, Marketing, Corporate Finance, Wealth Management, CRM, Series 7, Investment Strategies
Education
California Lutheran University 2008 — 2010
MBA, Finance
California Lutheran University 2009 — 2010
Post-Graduate Certificate, Financial Planning
California State University Channel Islands 2004 — 2007
BA, Psychology
Nordhoff High School
High school diploma
Stephen Dinh Stephen Dinh's Ameriprise Financial Experience May 2006 - June 2008
Job M&A Finance at Google
Industry Accounting
Experience
Google September 2014 - Present
KPMG April 2010 - September 2014
KPMG October 2009 - March 2010
KPMG January 2009 - March 2009
KPMG June 2008 - August 2008
Ameriprise Financial May 2006 - June 2008
Skills
Financial Analysis, Auditing, Finance, Microsoft Excel, Financial Reporting, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, US GAAP, Internal Controls, Due Diligence, Financial Modeling, International M&A, Google Docs, Tax, GAAP
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Master of Science, Accountancy, Graduated with distinction
California Polytechnic State University-San Luis Obispo 2005 — 2008
Bachelor of Science, Business Administration - Accounting, Magna Cum Laude
Copenhagen Business School 2007 — 2007
Google September 2014 - Present
KPMG April 2010 - September 2014
KPMG October 2009 - March 2010
KPMG January 2009 - March 2009
KPMG June 2008 - August 2008
Ameriprise Financial May 2006 - June 2008
Skills
Financial Analysis, Auditing, Finance, Microsoft Excel, Financial Reporting, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, US GAAP, Internal Controls, Due Diligence, Financial Modeling, International M&A, Google Docs, Tax, GAAP
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Master of Science, Accountancy, Graduated with distinction
California Polytechnic State University-San Luis Obispo 2005 — 2008
Bachelor of Science, Business Administration - Accounting, Magna Cum Laude
Copenhagen Business School 2007 — 2007
Eric R Riddell, CFP® Eric R Riddell, CFP®'s Ameriprise Financial Experience January 2004 - Present
Job Financial Advisor with the practice of Susan Kim
Industry Financial Services
Experience
Ameriprise Financial January 2004 - Present
Education
University of Virginia 2010 — 2012
Certificate Program Financial Planning
Brock University 1998 — 2002
Finance/Communication/French
Ameriprise Financial January 2004 - Present
Education
University of Virginia 2010 — 2012
Certificate Program Financial Planning
Brock University 1998 — 2002
Finance/Communication/French
Ravi Kahan's Ameriprise Financial Experience 2005 - 2006
Job Managing Partner at Creative Tax & Business
Industry Financial Services
Experience
Creative Tax & Business February 2009 - Present
Hantz Financial May 2007 - January 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial Advisors 2001 - 2005
Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance
Education
Boston University Questrom School of Business 1997 — 2001
BA, Finance
Barnstable 1992 — 1993
Creative Tax & Business February 2009 - Present
Hantz Financial May 2007 - January 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial Advisors 2001 - 2005
Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance
Education
Boston University Questrom School of Business 1997 — 2001
BA, Finance
Barnstable 1992 — 1993
Kristen Beyer Kristen Beyer's Ameriprise Financial Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
Skills
Series 7, Asset Management, Series 63, Financial Services, Retirement Planning, Financial Goals, Finance, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Investment Advisory
Education
Boston College
Bachelor of Science (BS)
Kent State University Geneva
Lehigh University
Chelmsford High School
Ameriprise Financial 1998 - Present
Skills
Series 7, Asset Management, Series 63, Financial Services, Retirement Planning, Financial Goals, Finance, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Investment Advisory
Education
Boston College
Bachelor of Science (BS)
Kent State University Geneva
Lehigh University
Chelmsford High School
Andrew McMurdie Andrew McMurdie's Ameriprise Financial Experience May 2005 - May 2008
Job Planning Manager Distribution Inventory Planning
Industry Logistics and Supply Chain
Experience
Cisco Systems October 2012 - Present
Cisco Systems July 2010 - October 2012
DIRECTV June 2009 - August 2009
Ameriprise Financial May 2005 - May 2008
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Supply Chain Management
Brigham Young University - Idaho 1999 — 2005
BS, Business Administration with emphasis in Marketing
Cisco Systems October 2012 - Present
Cisco Systems July 2010 - October 2012
DIRECTV June 2009 - August 2009
Ameriprise Financial May 2005 - May 2008
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
MBA, Supply Chain Management
Brigham Young University - Idaho 1999 — 2005
BS, Business Administration with emphasis in Marketing
Ralph G. Powell III Ralph G. Powell III's Ameriprise Financial Experience 1992 - 2007
Job Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
BNY Mellon March 2006 - October 2009
Ameriprise Financial 1992 - 2007
Education
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration and Management, General
East Allegheny High School 1984 — 1988
Ameriprise Financial Services, Inc. November 2009 - Present
BNY Mellon March 2006 - October 2009
Ameriprise Financial 1992 - 2007
Education
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration and Management, General
East Allegheny High School 1984 — 1988
Donald Piecuch, CRPC®, MBA, CDFA™ Donald Piecuch, CRPC®, MBA, CDFA™'s Ameriprise Financial Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2005 - Present
Education
University of Hartford 1972 — 1978
MBA, Finance
Boston College 1966 — 1970
BS, Chemistry
Ameriprise Financial May 2005 - Present
Education
University of Hartford 1972 — 1978
MBA, Finance
Boston College 1966 — 1970
BS, Chemistry
Andrew D. Spitz, CFS®, CRPC® Andrew D. Spitz, CFS®, CRPC®'s Ameriprise Financial Experience 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial 1997 - Present
Education
UC Davis 1994 — 1997
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Ameriprise Financial 1997 - Present
Education
UC Davis 1994 — 1997
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Josephine Grillo, CFS's Ameriprise Financial Experience December 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1999 - Present
American International Group September 1996 - September 1997
Bank of Boston June 1972 - August 1995
Education
Emmanuel College 1968 — 1972
Ba, french literature
Boston University
Financial Planning
Ameriprise Financial December 1999 - Present
American International Group September 1996 - September 1997
Bank of Boston June 1972 - August 1995
Education
Emmanuel College 1968 — 1972
Ba, french literature
Boston University
Financial Planning
Sharique Khan Sharique Khan's Ameriprise Financial Experience September 2010 - December 2010
Job Risk Systems Analyst II at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. April 2014 - Present
Banco Santander May 2012 - March 2014
Bryant University January 2011 - May 2012
Quality Inn March 2007 - September 2011
Ameriprise Financial September 2010 - December 2010
Six Flags Entertainment Corp June 2010 - September 2010
Medical Camp January 2009 - August 2009
Skills
Financial Analysis, Excel, Asset Allocation, Financial Modeling, Microsoft Excel, Investments, Portfolio Management, Finance, Valuation, Analysis, SAS Base, Economics, Credit, Accounting, Financial Services, Forecasting, Credit Risk
Education
Bryant University 2009 — 2012
Bachelor of Science, Finance, General
Santander Bank, N.A. April 2014 - Present
Banco Santander May 2012 - March 2014
Bryant University January 2011 - May 2012
Quality Inn March 2007 - September 2011
Ameriprise Financial September 2010 - December 2010
Six Flags Entertainment Corp June 2010 - September 2010
Medical Camp January 2009 - August 2009
Skills
Financial Analysis, Excel, Asset Allocation, Financial Modeling, Microsoft Excel, Investments, Portfolio Management, Finance, Valuation, Analysis, SAS Base, Economics, Credit, Accounting, Financial Services, Forecasting, Credit Risk
Education
Bryant University 2009 — 2012
Bachelor of Science, Finance, General
Laura Ingels Laura Ingels's Ameriprise Financial Experience November 2005 - Present
Job Compliance Coordinator
Industry Financial Services
Experience
Ameriprise Financial November 2005 - Present
Education
California Polytechnic State University-San Luis Obispo
B.A., English
Ameriprise Financial November 2005 - Present
Education
California Polytechnic State University-San Luis Obispo
B.A., English
Al Thomason's Ameriprise Financial Experience June 2006 - November 2008
Job Senior EPS Representative
Industry Financial Services
Experience
Great-West Financial January 2015 - Present
Great-West Financial October 2012 - January 2015
Experian QAS US August 2011 - 2012
Basement Technologies February 2010 - August 2011
HubSpot December 2008 - December 2009
Ameriprise Financial June 2006 - November 2008
Herbalife International May 2003 - March 2006
Skills
SaaS, Consultative Selling, Social Media, SEO, Web Analytics, Lead Generation, Marketing Automation, Salesforce.com, Online Marketing, Sales Management, Social Media Marketing, Direct Sales, B2B, SEM, Sales Process, CRM, Sales, New Business Development, Management
Education
Bryant University 2002 — 2006
Bachelor's, Finance, Management, Psychology
Bryant University
Great-West Financial January 2015 - Present
Great-West Financial October 2012 - January 2015
Experian QAS US August 2011 - 2012
Basement Technologies February 2010 - August 2011
HubSpot December 2008 - December 2009
Ameriprise Financial June 2006 - November 2008
Herbalife International May 2003 - March 2006
Skills
SaaS, Consultative Selling, Social Media, SEO, Web Analytics, Lead Generation, Marketing Automation, Salesforce.com, Online Marketing, Sales Management, Social Media Marketing, Direct Sales, B2B, SEM, Sales Process, CRM, Sales, New Business Development, Management
Education
Bryant University 2002 — 2006
Bachelor's, Finance, Management, Psychology
Bryant University
Robert D Lebo CRPC® Robert D Lebo CRPC®'s Ameriprise Financial Experience April 2004 - October 2013
Job Senior Registered Client Associate with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Ryan Wealth Management Group of Wells Fargo Advisors October 2013 - Present
Ameriprise Financial April 2004 - October 2013
Education
Brooks College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Graphic Design, Honor Student
Ryan Wealth Management Group of Wells Fargo Advisors October 2013 - Present
Ameriprise Financial April 2004 - October 2013
Education
Brooks College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Graphic Design, Honor Student
Thomas Dranger Thomas Dranger's Ameriprise Financial Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2006 - Present
Knox College June 2004 - March 2006
American Express Financial Advisors June 2000 - June 2004
Education
Boston University 2011 — 2013
Certified Financial Planner Program
Lake Forest College 1996 — 2000
Bachelor of Arts (B.A.), International Relations, Political Science
Ameriprise Financial 2006 - Present
Knox College June 2004 - March 2006
American Express Financial Advisors June 2000 - June 2004
Education
Boston University 2011 — 2013
Certified Financial Planner Program
Lake Forest College 1996 — 2000
Bachelor of Arts (B.A.), International Relations, Political Science
Cynthia Matthews Roy's Ameriprise Financial Experience June 2009 - June 2011
Job Paraplanner, James Lamb & Associates
Industry Financial Services
Experience
Ameriprise Financial June 2009 - June 2011
Edward Jones June 2007 - December 2008
MFS 1992 - 1994
Education
Boston College 1985 — 1992
B.A., English
Ameriprise Financial June 2009 - June 2011
Edward Jones June 2007 - December 2008
MFS 1992 - 1994
Education
Boston College 1985 — 1992
B.A., English
Bruce Wingrove, MBA, CRPC®'s Ameriprise Financial Experience November 2008 - Present
Job Private Wealth Advisor, Managing Director
Industry Investment Management
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Brigham Young University 1992 — 1994
MBA, Master of Business Administration
Brigham Young University 1987 — 1992
BACHELOR, Psychology
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Brigham Young University 1992 — 1994
MBA, Master of Business Administration
Brigham Young University 1987 — 1992
BACHELOR, Psychology
Janet Cataldo Janet Cataldo's Ameriprise Financial Experience 2005 - February 2010
Job Sales Training & Development, Implementation and Change Management
Industry Financial Services
Experience
Optum 2010 - January 2014
Ameriprise Financial 2005 - February 2010
American Express Financial Advisors 2003 - 2005
American Express 1999 - 2003
American Express May 1999 - April 2002
Skills
Strategic Planning, Product Development, Management, Strategy, Human Resources, Leadership, Negotiation, Cross-functional Team..., Program Management, Culture Change, Analytics, Marketing Communications, Project Management, Business Development, Financial Services, Sales Management, Performance Improvement, Change Management, Coaching, Marketing, Analysis, Mergers & Acquisitions, Training, Business Strategy, Sales, Strategic Thinking, Customer Acquisition, New Business Development, Team Leadership, Team Building, Management Consulting, Vendor Management
Education
Brigham Young University 1994 — 1996
MBA
Optum 2010 - January 2014
Ameriprise Financial 2005 - February 2010
American Express Financial Advisors 2003 - 2005
American Express 1999 - 2003
American Express May 1999 - April 2002
Skills
Strategic Planning, Product Development, Management, Strategy, Human Resources, Leadership, Negotiation, Cross-functional Team..., Program Management, Culture Change, Analytics, Marketing Communications, Project Management, Business Development, Financial Services, Sales Management, Performance Improvement, Change Management, Coaching, Marketing, Analysis, Mergers & Acquisitions, Training, Business Strategy, Sales, Strategic Thinking, Customer Acquisition, New Business Development, Team Leadership, Team Building, Management Consulting, Vendor Management
Education
Brigham Young University 1994 — 1996
MBA
Paul Di Palma Paul Di Palma's Ameriprise Financial Experience July 1997 - November 2009
Job MS, CFP®, CRPC®, ChFC®, CLU®, Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial July 1997 - November 2009
United States Marine Corps Reserve October 1985 - November 2005
Education
College for Financial Planning 1999 — 2003
CFP Professional Education Program
Boston University 1992 — 1994
MS, Business Administration
Bryant University 1986 — 1990
BS, Business Administration - Marketing
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial July 1997 - November 2009
United States Marine Corps Reserve October 1985 - November 2005
Education
College for Financial Planning 1999 — 2003
CFP Professional Education Program
Boston University 1992 — 1994
MS, Business Administration
Bryant University 1986 — 1990
BS, Business Administration - Marketing
Timothy J. Kelley, CFP®'s Ameriprise Financial Experience 2002 - 2007
Job Partner, The Murphy Financial Group
Industry Financial Services
Experience
The Murphy Financial Group December 2008 - Present
John Hancock August 2007 - December 2008
Ameriprise Financial 2002 - 2007
Skills
Investment Advisory, Financial Planning, Asset Allocation, Retirement Income..., Investments, Asset Management, Wealth Management
Education
Boston University 1998 — 2002
Bachelor of Science, Finance
College for Financial Planning 2007 — 2010
AAMS, CFP®
The Murphy Financial Group December 2008 - Present
John Hancock August 2007 - December 2008
Ameriprise Financial 2002 - 2007
Skills
Investment Advisory, Financial Planning, Asset Allocation, Retirement Income..., Investments, Asset Management, Wealth Management
Education
Boston University 1998 — 2002
Bachelor of Science, Finance
College for Financial Planning 2007 — 2010
AAMS, CFP®
Jason Mickool Jason Mickool's Ameriprise Financial Experience July 1995 - December 2006
Job President at JA Bentley and Company
Industry Financial Services
Experience
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
Steve Larsen Steve Larsen's Ameriprise Financial Experience March 2010 - February 2014
Job Director Project Management Practice Group at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2010 - February 2014
Zenith Insurance August 2006 - February 2009
Zenith Insurance January 2005 - August 2006
Cambridge Street Consulting July 2003 - December 2004
Zenith Insurance June 2001 - July 2003
Cambridge Street Consulting April 1999 - May 2001
UnitedHealth Group January 1997 - March 1999
UnitedHealth Group April 1996 - January 1997
Blue Cross Blue Shield of Minnesota April 1995 - April 1996
Norwest Mortgage August 1994 - March 1995
Skills
Vendor Management, Program Management, Enterprise Architecture, Business Intelligence, Metrics, Budgets, Offshore Outsourcing, Software Development, IT Strategy, SDLC, Business Analysis, Financial Services, Strategy, Requirements Analysis, Business Process..., Process Improvement, Risk Management, Change Management, PMO, Cross-functional Team..., Project Portfolio..., Project Management, ITIL, Leadership, Management, Project Planning, Outsourcing, Strategic Planning, Executive Management, Information Technology, Visio, IT Management, Governance, Resource Management, Software Project..., Business Transformation
Education
University of Minnesota-Twin Cities 1986 — 1988
MBA, Management Information systems
Brown College 1979 — 1980
Certification, Computer Programming
Macalester College 1972 — 1976
BA, Studio Art
Ameriprise Financial March 2010 - February 2014
Zenith Insurance August 2006 - February 2009
Zenith Insurance January 2005 - August 2006
Cambridge Street Consulting July 2003 - December 2004
Zenith Insurance June 2001 - July 2003
Cambridge Street Consulting April 1999 - May 2001
UnitedHealth Group January 1997 - March 1999
UnitedHealth Group April 1996 - January 1997
Blue Cross Blue Shield of Minnesota April 1995 - April 1996
Norwest Mortgage August 1994 - March 1995
Skills
Vendor Management, Program Management, Enterprise Architecture, Business Intelligence, Metrics, Budgets, Offshore Outsourcing, Software Development, IT Strategy, SDLC, Business Analysis, Financial Services, Strategy, Requirements Analysis, Business Process..., Process Improvement, Risk Management, Change Management, PMO, Cross-functional Team..., Project Portfolio..., Project Management, ITIL, Leadership, Management, Project Planning, Outsourcing, Strategic Planning, Executive Management, Information Technology, Visio, IT Management, Governance, Resource Management, Software Project..., Business Transformation
Education
University of Minnesota-Twin Cities 1986 — 1988
MBA, Management Information systems
Brown College 1979 — 1980
Certification, Computer Programming
Macalester College 1972 — 1976
BA, Studio Art
Matt Dees Matt Dees's Ameriprise Financial Experience January 2001 - June 2006
Job Freelance Artist
Industry Computer Games
Experience
N/A January 2012 - Present
Expert Global Solutions October 2014 - August 2015
Expert Global Solutions November 2012 - October 2014
BCI Studios LLC February 2009 - December 2011
BCI Studios February 2009 - December 2011
Ameriprise Financial January 2001 - June 2006
Skills
3D Studio Max, Photoshop, Flash, Unreal, 3D Modeling, Game Development, Computer Games
Education
Brown College 2006 — 2009
B.S., Game Design and Development
University of Minnesota-Twin Cities 1996 — 2000
Philosophy
N/A January 2012 - Present
Expert Global Solutions October 2014 - August 2015
Expert Global Solutions November 2012 - October 2014
BCI Studios LLC February 2009 - December 2011
BCI Studios February 2009 - December 2011
Ameriprise Financial January 2001 - June 2006
Skills
3D Studio Max, Photoshop, Flash, Unreal, 3D Modeling, Game Development, Computer Games
Education
Brown College 2006 — 2009
B.S., Game Design and Development
University of Minnesota-Twin Cities 1996 — 2000
Philosophy
C Mitchell Long, CRPC C Mitchell Long, CRPC's Ameriprise Financial Experience 1990 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 1990 - Present
Zions Bank 1986 - 1990
Leonard Reid International 1983 - 1986
Skills
CRPC, Uniform Combined State..., Strategic Financial..., Series 7, Retirement, Investment Advisory, Public Speaking
Education
Brigham Young University 1979 — 1983
Bachelor of Science (BS), Family Financial and Estate Planning with a Minor in Spanish
Brigham Young University
Ameriprise Financial 1990 - Present
Zions Bank 1986 - 1990
Leonard Reid International 1983 - 1986
Skills
CRPC, Uniform Combined State..., Strategic Financial..., Series 7, Retirement, Investment Advisory, Public Speaking
Education
Brigham Young University 1979 — 1983
Bachelor of Science (BS), Family Financial and Estate Planning with a Minor in Spanish
Brigham Young University
Rachel (Gagnon) Rabinovich, CFP®'s Ameriprise Financial Experience March 2005 - January 2013
Job Financial Planner with Society of Grownups
Industry Financial Services
Experience
Society of Grownups, LLC 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2015
Ameriprise Financial March 2005 - January 2013
Education
Boston University 1989 — 1990
M.Ed, Counseling Psychology
Brandeis University 1982 — 1986
BA, Psychology
Society of Grownups, LLC 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - September 2015
Ameriprise Financial March 2005 - January 2013
Education
Boston University 1989 — 1990
M.Ed, Counseling Psychology
Brandeis University 1982 — 1986
BA, Psychology
Barry Engelman Barry Engelman's Ameriprise Financial Experience 1998 - Present
Job Commissioner
Industry Public Policy
Experience
Commission for the Senior Community November 2013 - Present
Ameriprise Financial Services, Inc. January 1998 - Present
Ameriprise Financial 1998 - Present
Burdines Department Store January 2005 - March 2007
Broadway Stores Inc January 1984 - January 1995
Jordan Marsh Co August 1976 - December 1983
Skills
Public Speaking, Social Media
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Marketing
Boston University 1959 — 1963
BA, American History
Commission for the Senior Community November 2013 - Present
Ameriprise Financial Services, Inc. January 1998 - Present
Ameriprise Financial 1998 - Present
Burdines Department Store January 2005 - March 2007
Broadway Stores Inc January 1984 - January 1995
Jordan Marsh Co August 1976 - December 1983
Skills
Public Speaking, Social Media
Education
Columbia University - Columbia Business School 1964 — 1966
MBA, Marketing
Boston University 1959 — 1963
BA, American History
Aashita Shah's Ameriprise Financial Experience May 2009 - August 2009
Job Compliance Analyst at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners July 2012 - Present
Textallinone.com July 2011 - 2012
AllianceBernstein June 2011 - December 2011
Stone Harbor Investment Partners May 2010 - August 2010
Ameriprise Financial May 2009 - August 2009
Easytel LLC June 2008 - August 2008
Skills
Equities, Bloomberg, Securities, Fixed Income
Education
Boston University - School of Management 2008 — 2012
Operations Management, Finance
Stone Harbor Investment Partners July 2012 - Present
Textallinone.com July 2011 - 2012
AllianceBernstein June 2011 - December 2011
Stone Harbor Investment Partners May 2010 - August 2010
Ameriprise Financial May 2009 - August 2009
Easytel LLC June 2008 - August 2008
Skills
Equities, Bloomberg, Securities, Fixed Income
Education
Boston University - School of Management 2008 — 2012
Operations Management, Finance
Carol Schulstad's Ameriprise Financial Experience May 2010 - Present
Job Sales Supervision ManagerAdvice Supervision at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Jason R. Duguay, CFP®, CRPC® Jason R. Duguay, CFP®, CRPC®'s Ameriprise Financial Experience April 2010 - December 2013
Job CoFounder & Managing Partner at Paradigm Private Wealth
Industry Financial Services
Experience
Paradigm Private Wealth December 2013 - Present
Ameriprise Financial April 2010 - December 2013
Confidential Company June 2005 - March 2010
Education
Bryant University 2001 — 2005
BS, Finance
Xavier High School 1997 — 2001
Paradigm Private Wealth December 2013 - Present
Ameriprise Financial April 2010 - December 2013
Confidential Company June 2005 - March 2010
Education
Bryant University 2001 — 2005
BS, Finance
Xavier High School 1997 — 2001
Bob Panian Bob Panian's Ameriprise Financial Experience May 2002 - February 2005
Job Financial Advisor at Bear Creek Financial
Industry Financial Services
Experience
Bear Creek Financial (Sole Proprietorship) February 2005 - Present
City University of Seattle 2005 - December 2011
Ameriprise Financial May 2002 - February 2005
Idiom Technologies 2000 - 2002
Digital Systems 1990 - 1992
Advanced Computer Products 1985 - 1990
Xidex Corporation 1986 - 1988
Skills
Portfolio Management, Retirement Planning, Investment Strategies
Education
City University of Seattle 2003 — 2007
MBA, Personal Financial Planning
Brigham Young University 1970 — 1975
B.S, Criminal Justice
Bear Creek Financial (Sole Proprietorship) February 2005 - Present
City University of Seattle 2005 - December 2011
Ameriprise Financial May 2002 - February 2005
Idiom Technologies 2000 - 2002
Digital Systems 1990 - 1992
Advanced Computer Products 1985 - 1990
Xidex Corporation 1986 - 1988
Skills
Portfolio Management, Retirement Planning, Investment Strategies
Education
City University of Seattle 2003 — 2007
MBA, Personal Financial Planning
Brigham Young University 1970 — 1975
B.S, Criminal Justice
Mark Marandino, CFP®, ChFC®'s Ameriprise Financial Experience July 1994 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial July 1994 - Present
Skills
Wealth Preservation..., Executive Compensation..., Family Finances, Retirement Income..., Estate Planning..., Tax Planning Strategies, Investments, Retirement Planning..., Small Business
Education
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Ameriprise Financial July 1994 - Present
Skills
Wealth Preservation..., Executive Compensation..., Family Finances, Retirement Income..., Estate Planning..., Tax Planning Strategies, Investments, Retirement Planning..., Small Business
Education
Brandeis University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Jan Erik Aase, COP Jan Erik Aase, COP's Ameriprise Financial Experience February 2005 - October 2010
Job Research Director at ISG
Industry Outsourcing/Offshoring
Experience
Information Services Group September 2015 - Present
Information Services Group January 2014 - September 2015
Infosys January 2012 - December 2013
Forrester Research October 2010 - December 2011
Ameriprise Financial February 2005 - October 2010
American Express 2004 - 2005
American Express 1999 - 2004
American Express 1997 - 1999
American Express April 1983 - 1999
Church of Jesus Christ of Latter-day Saints May 1979 - May 1981
Skills
Outsourcing, Vendor Management, Vendor Relations, Offshore, Sourcing & Procurement, Governance, Offshoring, BPO, Strategic Sourcing, Strategy, Leadership, Enterprise Software, IT Strategy, Operations Management, Procurement, Resource Management, Business Transformation, Sourcing, Business Process..., Process Improvement, Financial Services, Global Sourcing, IT Service Management, RFP, Program Management, Global Delivery, Strategic Planning, IT Outsourcing, Management, Business Analysis, Consulting, CRM, Cross-functional Team..., PMO, Project Portfolio..., Business Process..., Business Intelligence, Management Consulting, SDLC, Service Delivery, PMP, Change Management, Team Management, Enterprise Architecture, Transition Management, IT Management, Information Technology
Education
Brigham Young University 1986 — 1988
MBA, Operations Management
University of Utah 1981 — 1985
BA, Organizational Communications
Information Services Group September 2015 - Present
Information Services Group January 2014 - September 2015
Infosys January 2012 - December 2013
Forrester Research October 2010 - December 2011
Ameriprise Financial February 2005 - October 2010
American Express 2004 - 2005
American Express 1999 - 2004
American Express 1997 - 1999
American Express April 1983 - 1999
Church of Jesus Christ of Latter-day Saints May 1979 - May 1981
Skills
Outsourcing, Vendor Management, Vendor Relations, Offshore, Sourcing & Procurement, Governance, Offshoring, BPO, Strategic Sourcing, Strategy, Leadership, Enterprise Software, IT Strategy, Operations Management, Procurement, Resource Management, Business Transformation, Sourcing, Business Process..., Process Improvement, Financial Services, Global Sourcing, IT Service Management, RFP, Program Management, Global Delivery, Strategic Planning, IT Outsourcing, Management, Business Analysis, Consulting, CRM, Cross-functional Team..., PMO, Project Portfolio..., Business Process..., Business Intelligence, Management Consulting, SDLC, Service Delivery, PMP, Change Management, Team Management, Enterprise Architecture, Transition Management, IT Management, Information Technology
Education
Brigham Young University 1986 — 1988
MBA, Operations Management
University of Utah 1981 — 1985
BA, Organizational Communications
BRIAN NOYES BRIAN NOYES's Ameriprise Financial Experience April 2010 - Present
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
Sherry L. DeCelle, MBA, CFP®, CLU® Sherry L. DeCelle, MBA, CFP®, CLU®'s Ameriprise Financial Experience 1994 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial 1994 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
MBA, Finance
Penn State University 1982 — 1986
B.S.
Ameriprise Financial 1994 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
MBA, Finance
Penn State University 1982 — 1986
B.S.
Christina M. Angelone-Gatteri, CFP®, CRPC®'s Ameriprise Financial Experience December 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial December 2007 - Present
Washington Village Condominium Association May 2010 - January 2012
Bank of America January 2004 - January 2008
Skills
Attention to Detail, Client Management, Ability to Listen, Analytical, Client Relationships, Customer Service, Decision-making, Ethical character, Insurance Broker/agent, Leadership, Marketing, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Strategic Partnerships, Strategic Planning
Education
Boston University 2014 — 2015
Certificate, Financial Planning
University of Tampa - John H. Sykes College of Business 1999 — 2003
Bachelor's, Economics
St. Mary Academy - Bay View 1995 — 1999
Ameriprise Financial December 2007 - Present
Washington Village Condominium Association May 2010 - January 2012
Bank of America January 2004 - January 2008
Skills
Attention to Detail, Client Management, Ability to Listen, Analytical, Client Relationships, Customer Service, Decision-making, Ethical character, Insurance Broker/agent, Leadership, Marketing, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Strategic Partnerships, Strategic Planning
Education
Boston University 2014 — 2015
Certificate, Financial Planning
University of Tampa - John H. Sykes College of Business 1999 — 2003
Bachelor's, Economics
St. Mary Academy - Bay View 1995 — 1999
Mike McCaw Mike McCaw's Ameriprise Financial Experience 2004 - Present
Job CRPC®, Financial Advisor, Assoc VP McCaw & Associates, A financial advisor practice of Ameriprise Financial Services,Inc
Industry Investment Management
Experience
Ameriprise Financial 2004 - Present
H&R Block Financial Advisors 2004 - 2008
Wachovia Securities, LLC 1990 - 2004
Paine Webber 1986 - 1990
Education
Bowling Green State University 1982 — 1986
BA, Business Administration
College for Financial Planning
CRPC® and APMA ®
Ameriprise Financial 2004 - Present
H&R Block Financial Advisors 2004 - 2008
Wachovia Securities, LLC 1990 - 2004
Paine Webber 1986 - 1990
Education
Bowling Green State University 1982 — 1986
BA, Business Administration
College for Financial Planning
CRPC® and APMA ®
Mack Elkin Mack Elkin's Ameriprise Financial Experience April 2009 - June 2012
Job Pastor at WaterStone Fellowship
Industry Religious Institutions
Experience
WaterStone Fellowship Church January 2014 - Present
First Baptist Orlando October 2012 - December 2013
Fishhawk Fellowship Church August 2010 - August 2012
Ameriprise Financial April 2009 - June 2012
Case New Holland January 2006 - January 2009
United States Marine Corps March 1997 - December 2005
Skills
Six Sigma, Procurement, Negotiation, Project Management, Cross-functional Team..., Supply Chain Management, Strategic Sourcing, Process Improvement, Logistics, Purchasing, Continuous Improvement, Lean Manufacturing, Supply Chain, Inventory Control, Materials Management, Operations Management, Team Building, Analysis, Program Management, Management, Pricing, Forecasting, Religious Studies, Human Resources, Training, Religious Education, Budgets, Military, Coaching, Leadership Development, Employee Relations, Public Speaking, Project Planning, Team Leadership
Education
New Orleans Baptist Theological Seminary 2009 — 2012
Master of Divinity (MDiv), Theological and Ministerial Studies, 3.3 GPA
Boston University 2003 — 2005
MBA, Management
Campbell University 2000 — 2003
BBA, Business Administration
WaterStone Fellowship Church January 2014 - Present
First Baptist Orlando October 2012 - December 2013
Fishhawk Fellowship Church August 2010 - August 2012
Ameriprise Financial April 2009 - June 2012
Case New Holland January 2006 - January 2009
United States Marine Corps March 1997 - December 2005
Skills
Six Sigma, Procurement, Negotiation, Project Management, Cross-functional Team..., Supply Chain Management, Strategic Sourcing, Process Improvement, Logistics, Purchasing, Continuous Improvement, Lean Manufacturing, Supply Chain, Inventory Control, Materials Management, Operations Management, Team Building, Analysis, Program Management, Management, Pricing, Forecasting, Religious Studies, Human Resources, Training, Religious Education, Budgets, Military, Coaching, Leadership Development, Employee Relations, Public Speaking, Project Planning, Team Leadership
Education
New Orleans Baptist Theological Seminary 2009 — 2012
Master of Divinity (MDiv), Theological and Ministerial Studies, 3.3 GPA
Boston University 2003 — 2005
MBA, Management
Campbell University 2000 — 2003
BBA, Business Administration
Laura Riesgraf Laura Riesgraf's Ameriprise Financial Experience June 2010 - February 2013
Job Senior Financial Analyst at Bluestem Brands, Inc.
Industry Retail
Experience
Bluestem Brands, Inc. October 2014 - Present
C.H. Robinson February 2013 - October 2014
Ameriprise Financial June 2010 - February 2013
Raytheon May 2009 - December 2009
Boston's Gourmet Pizza Restaurant and Sports Bar June 2006 - May 2008
University of Wisconsin- Eau Claire April 2005 - May 2008
United Way of Greater Eau Claire May 2006 - February 2007
Skills
Management, Financial Modeling, Financial Analysis, Analysis, Economics, Corporate Finance, Portfolio Management, Valuation, Finance, Investments, Asset Management, Leadership, Competitive Analysis, Mutual Funds, Strategic Financial..., Analytics, Strategy
Education
ESADE Business & Law School 2010 — 2010
MA, International Finance
Brandeis International Business School 2008 — 2010
MAief, Finance
University of Wisconsin-Eau Claire 2004 — 2008
BA, Economics
Bluestem Brands, Inc. October 2014 - Present
C.H. Robinson February 2013 - October 2014
Ameriprise Financial June 2010 - February 2013
Raytheon May 2009 - December 2009
Boston's Gourmet Pizza Restaurant and Sports Bar June 2006 - May 2008
University of Wisconsin- Eau Claire April 2005 - May 2008
United Way of Greater Eau Claire May 2006 - February 2007
Skills
Management, Financial Modeling, Financial Analysis, Analysis, Economics, Corporate Finance, Portfolio Management, Valuation, Finance, Investments, Asset Management, Leadership, Competitive Analysis, Mutual Funds, Strategic Financial..., Analytics, Strategy
Education
ESADE Business & Law School 2010 — 2010
MA, International Finance
Brandeis International Business School 2008 — 2010
MAief, Finance
University of Wisconsin-Eau Claire 2004 — 2008
BA, Economics
Diana Girard, CSSGB, CSM Diana Girard, CSSGB, CSM's Ameriprise Financial Experience November 2006 - June 2010
Job Senior Associate at Grant Thornton LLP
Industry Hospital & Health Care
Experience
Grant Thornton LLP July 2012 - Present
Grant Thornton LLP July 2011 - July 2013
Bryn Mawr College January 2011 - June 2013
Grant Thornton LLP June 2010 - July 2012
Gaithersburg Food Co-Op January 2009 - August 2010
Chic Physique Fitness, LLC August 2009 - June 2010
Ameriprise Financial November 2006 - June 2010
SpectraRep LLC August 2005 - November 2005
Honest Tea October 2005 - October 2005
Bryn Mawr College May 2002 - December 2004
Skills
ASQ CSSGB, Budgets, Financial Services, Checks, Internal Marketing, Multiple Projects..., Management, Project Planning, Data Analysis, Research, Access, Event Planning, SPSS, Public Speaking, Editing, PowerPoint, Grant Writing, Newsletters, Nonprofits
Education
Bryn Mawr College 2001 — 2006
A.B., Anthropology; minor in Biology
Walter Johnson High School 1997 — 2001
H.S. Diploma, General Course of Study with emphasis in Biology
Green Acres School 1993 — 1997
Grant Thornton LLP July 2012 - Present
Grant Thornton LLP July 2011 - July 2013
Bryn Mawr College January 2011 - June 2013
Grant Thornton LLP June 2010 - July 2012
Gaithersburg Food Co-Op January 2009 - August 2010
Chic Physique Fitness, LLC August 2009 - June 2010
Ameriprise Financial November 2006 - June 2010
SpectraRep LLC August 2005 - November 2005
Honest Tea October 2005 - October 2005
Bryn Mawr College May 2002 - December 2004
Skills
ASQ CSSGB, Budgets, Financial Services, Checks, Internal Marketing, Multiple Projects..., Management, Project Planning, Data Analysis, Research, Access, Event Planning, SPSS, Public Speaking, Editing, PowerPoint, Grant Writing, Newsletters, Nonprofits
Education
Bryn Mawr College 2001 — 2006
A.B., Anthropology; minor in Biology
Walter Johnson High School 1997 — 2001
H.S. Diploma, General Course of Study with emphasis in Biology
Green Acres School 1993 — 1997
Colin Tierney Colin Tierney's Ameriprise Financial Experience June 2013 - January 2014
Job Marketing Intern at Ludei
Industry Financial Services
Experience
Ludei September 2014 - Present
Market Basket January 2009 - Present
Ameriprise Financial June 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Spanish, Finance, Facebook, Accounting, Social Media, Sales
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business
Universidad de Deusto 2014 — 2014
Reading Memorial High School 2009 — 2012
Ludei September 2014 - Present
Market Basket January 2009 - Present
Ameriprise Financial June 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Spanish, Finance, Facebook, Accounting, Social Media, Sales
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business
Universidad de Deusto 2014 — 2014
Reading Memorial High School 2009 — 2012
Kyle Dapkas Kyle Dapkas's Ameriprise Financial Experience April 2015 - Present
Job Tax Analyst at Boston Scientific
Industry Accounting
Experience
Boston Scientific October 2015 - Present
Ameriprise Financial April 2015 - Present
PKF (Boston) P.C. December 2014 - May 2015
Gray, Gray & Gray December 2013 - November 2014
Brown Brothers Harriman June 2013 - December 2013
Bryant University September 2012 - May 2013
Bryant University August 2011 - May 2013
State Street May 2012 - August 2012
Rockland Golf Course February 2008 - August 2011
Skills
Budgets, Management, Accounting, Finance, Time Management, Microsoft Office, Access, Teamwork, Fundraising, Financial Analysis, Public Speaking, Leadership, Tax, QuickBooks, Account Reconciliation, Tax Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science (B.S.) in Business Administration, Accounting, Communication
Marshfield High School 2005 — 2009
Boston Scientific October 2015 - Present
Ameriprise Financial April 2015 - Present
PKF (Boston) P.C. December 2014 - May 2015
Gray, Gray & Gray December 2013 - November 2014
Brown Brothers Harriman June 2013 - December 2013
Bryant University September 2012 - May 2013
Bryant University August 2011 - May 2013
State Street May 2012 - August 2012
Rockland Golf Course February 2008 - August 2011
Skills
Budgets, Management, Accounting, Finance, Time Management, Microsoft Office, Access, Teamwork, Fundraising, Financial Analysis, Public Speaking, Leadership, Tax, QuickBooks, Account Reconciliation, Tax Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science (B.S.) in Business Administration, Accounting, Communication
Marshfield High School 2005 — 2009
Rich Maggiani Rich Maggiani's Ameriprise Financial Experience October 2009 - July 2010
Job Writer/Editor & Trainer
Industry Professional Training & Coaching
Experience
Solari Communication July 1996 - Present
Society for Technical Communication May 1996 - Present
STC May 2009 - May 2013
Society for Technical Communication April 1996 - May 2013
ASTD Fall Professional Day October 2010 - October 2010
PCOC - Practical Conference on Communication October 2010 - October 2010
Ameriprise Financial October 2009 - July 2010
The Future of Technical Communication Conference June 2010 - June 2010
Tech Comm Summit May 2010 - May 2010
Green Mountain Coffee Roasters August 2009 - April 2010
Skills
Technical Writing, Software Documentation, Training Manuals, Instructional Writing, ADDIE, Executive Coaching, Executive Education, Instructional Design, Instructor-led Training, Curriculum Creation, E-learning Development, Classroom Training, Courseware Development, Blended Learning..., Training Plans, Technical Communication, Classroom, Marketing Communications, Writing, Training, Curriculum Design, E-Learning, Newsletters, Social Media, Education Software, Editing, Blended Learning, Proposal Writing, Teaching, Manuals, Needs Analysis, Content Development, Leadership, Management, Training Delivery, Content Management, FrameMaker, Project Management, Learning Management, Adult Education, Technical Documentation, Employee Training, Public Speaking, Web Content, Content Strategy, Proofreading, Marketing, Research, Interviews, Project Planning
Education
Saint Michael's College 1987 — 1994
MSA, Business Administration
Bridgewater State University 1976 — 1980
BS, Mathematics, Education, English
Solari Communication July 1996 - Present
Society for Technical Communication May 1996 - Present
STC May 2009 - May 2013
Society for Technical Communication April 1996 - May 2013
ASTD Fall Professional Day October 2010 - October 2010
PCOC - Practical Conference on Communication October 2010 - October 2010
Ameriprise Financial October 2009 - July 2010
The Future of Technical Communication Conference June 2010 - June 2010
Tech Comm Summit May 2010 - May 2010
Green Mountain Coffee Roasters August 2009 - April 2010
Skills
Technical Writing, Software Documentation, Training Manuals, Instructional Writing, ADDIE, Executive Coaching, Executive Education, Instructional Design, Instructor-led Training, Curriculum Creation, E-learning Development, Classroom Training, Courseware Development, Blended Learning..., Training Plans, Technical Communication, Classroom, Marketing Communications, Writing, Training, Curriculum Design, E-Learning, Newsletters, Social Media, Education Software, Editing, Blended Learning, Proposal Writing, Teaching, Manuals, Needs Analysis, Content Development, Leadership, Management, Training Delivery, Content Management, FrameMaker, Project Management, Learning Management, Adult Education, Technical Documentation, Employee Training, Public Speaking, Web Content, Content Strategy, Proofreading, Marketing, Research, Interviews, Project Planning
Education
Saint Michael's College 1987 — 1994
MSA, Business Administration
Bridgewater State University 1976 — 1980
BS, Mathematics, Education, English
David Stuehling David Stuehling's Ameriprise Financial Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial 1999 - Present
Kulicke and Soffa 1995 - 1998
Education
Cabrini College 1994 — 1998
B.A., Organizational Management
Ameriprise Financial 1999 - Present
Kulicke and Soffa 1995 - 1998
Education
Cabrini College 1994 — 1998
B.A., Organizational Management
Michael G. Griffin, ChFC Michael G. Griffin, ChFC's Ameriprise Financial Experience 1990 - Present
Job Financial Advisor, an Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial 1990 - Present
Skills
Retirement Planning, Financial Planning, Team Building, Financial Services, Leadership, Strategic Planning, Estate Planning, Insurance, Investments, Finance
Education
Bowling Green State University 1978 — 1982
B.S. B.A., Organizational Development
Orange High School
Ameriprise Financial 1990 - Present
Skills
Retirement Planning, Financial Planning, Team Building, Financial Services, Leadership, Strategic Planning, Estate Planning, Insurance, Investments, Finance
Education
Bowling Green State University 1978 — 1982
B.S. B.A., Organizational Development
Orange High School
Samuel B Wilkinson, CFP®'s Ameriprise Financial Experience July 2008 - November 2012
Job CERTIFIED FINANCIAL PLANNER™ Professional at Wilkinson Financial
Industry Financial Services
Experience
WILKINSON FINANCIAL, LLC November 2012 - Present
Ameriprise Financial July 2008 - November 2012
Skills
Investments, Financial Planning, Private Wealth..., Strategic Financial..., Fixed Annuities, Securities, Wealth Management..., Retirement Planning, Loans, Estate Planning, Business Planning, Strategy, Finance, Wealth, Financial Services, Portfolio Management, Wealth Management, Retirement, Series 7
Education
Rice University 2009 — 2010
Certified Financial Planner Graduate Certificate Program, Financial Planning
Brigham Young University - Hawaii 2005 — 2007
Bachelor of Science, International Business Management
WILKINSON FINANCIAL, LLC November 2012 - Present
Ameriprise Financial July 2008 - November 2012
Skills
Investments, Financial Planning, Private Wealth..., Strategic Financial..., Fixed Annuities, Securities, Wealth Management..., Retirement Planning, Loans, Estate Planning, Business Planning, Strategy, Finance, Wealth, Financial Services, Portfolio Management, Wealth Management, Retirement, Series 7
Education
Rice University 2009 — 2010
Certified Financial Planner Graduate Certificate Program, Financial Planning
Brigham Young University - Hawaii 2005 — 2007
Bachelor of Science, International Business Management
Douglas Murphy CFP® Douglas Murphy CFP®'s Ameriprise Financial Experience December 2010 - November 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2010 - November 2012
Ameriprise Financial January 1986 - December 2010
Ameriprise Financial January 1994 - December 1996
Education
Brigham Young University 1977 — 1981
BA, Communications
Ameriprise Financial Services, Inc. December 2012 - Present
Ameriprise Financial December 2010 - November 2012
Ameriprise Financial January 1986 - December 2010
Ameriprise Financial January 1994 - December 1996
Education
Brigham Young University 1977 — 1981
BA, Communications
Ahouefa Comlan Ahouefa Comlan's Ameriprise Financial Experience August 2006 - December 2007
Job Investment/ Capital Budgeting
Industry Investment Banking
Experience
You and the economy May 2010 - Present
Bunker Hill Community College June 2010 - August 2010
Sozora March 2008 - January 2010
Ameriprise Financial August 2006 - December 2007
Education
Simmons College - Simmons School of Management 2009 — 2011
MBA Candidate, Master in Business Adminstration
Boston University 2003 — 2007
Bachelor of Science, Electrical engineering
You and the economy May 2010 - Present
Bunker Hill Community College June 2010 - August 2010
Sozora March 2008 - January 2010
Ameriprise Financial August 2006 - December 2007
Education
Simmons College - Simmons School of Management 2009 — 2011
MBA Candidate, Master in Business Adminstration
Boston University 2003 — 2007
Bachelor of Science, Electrical engineering
Hugh Munoz's Ameriprise Financial Experience 2010 - Present
Job
Industry Internet
Experience
Ameriprise Financial 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2002 - 2004
Liberty Financial Companies 1998 - 2001
Colonial Management 1994 - 1997
Meredith & Associates 1992 - 1994
The Beal Companies 1991 - 1992
Commonwealth of Massachusetts 1987 - 1990
WBUR 1983 - 1987
Skills
E-commerce, Financial Services, Vendor Management, Business Analysis, Leadership, Marketing, Asset Management, Program Management, SDLC, Salesforce.com, Strategy, Process Improvement, Asset Managment, CRM, Project Management, Risk Management, Visio, SharePoint, Mutual Funds, Relationship Management, Salesforce.com...
Education
Boston University
Emerson College 1977 — 1981
BS
Ameriprise Financial 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2002 - 2004
Liberty Financial Companies 1998 - 2001
Colonial Management 1994 - 1997
Meredith & Associates 1992 - 1994
The Beal Companies 1991 - 1992
Commonwealth of Massachusetts 1987 - 1990
WBUR 1983 - 1987
Skills
E-commerce, Financial Services, Vendor Management, Business Analysis, Leadership, Marketing, Asset Management, Program Management, SDLC, Salesforce.com, Strategy, Process Improvement, Asset Managment, CRM, Project Management, Risk Management, Visio, SharePoint, Mutual Funds, Relationship Management, Salesforce.com...
Education
Boston University
Emerson College 1977 — 1981
BS
Shawn Landis, CFP®'s Ameriprise Financial Experience May 2009 - August 2014
Job Financial Advisor at Heller Capital Funds
Industry Financial Services
Experience
Heller Capital Resources September 2014 - Present
Ameriprise Financial May 2009 - August 2014
Morgan Stanley Smith Barney 2007 - 2009
Self Employed 1992 - 2007
Education
Boston University 1987 — 1991
Heller Capital Resources September 2014 - Present
Ameriprise Financial May 2009 - August 2014
Morgan Stanley Smith Barney 2007 - 2009
Self Employed 1992 - 2007
Education
Boston University 1987 — 1991
Michael Derflinger Michael Derflinger's Ameriprise Financial Experience July 1997 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 1997 - Present
Education
Franklin University 1991 — 1994
Finance
Bowling Green State University 1987 — 1991
Ameriprise Financial July 1997 - Present
Education
Franklin University 1991 — 1994
Finance
Bowling Green State University 1987 — 1991
Elayne Banks Elayne Banks's Ameriprise Financial Experience 1998 - 2006
Job Manager Adviser Services at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Erik Calderon Erik Calderon's Ameriprise Financial Experience September 2008 - December 2009
Job Filmmaker
Industry Fine Art
Experience
FLMC Films 2012 - Present
ShinKiKan July 1998 - Present
FLMC Films 2012 - 2015
ESCalderon December 2009 - May 2013
Ameriprise Financial September 2008 - December 2009
Gems & Crystals, Inc. January 2006 - January 2007
Skills
Insurance, Start-ups, Finance, Series 7, Strategic Planning, Marketing, Small Business, Public Speaking, Television, Time Management, Portfolio Management, Social Media, Strategic Financial..., Leadership, Social Networking, Customer Service, Retirement Planning, Photoshop, Management, Art, Estate Planning, Marketing Strategy, Team Building, Entrepreneurship, Social Media Marketing, Nonprofits
Education
Houston Community College 2005 — 2013
Filmmaking
Sophia University 1991 — 1992
Study Aboard, Sociology, Japanese
Boston University 1988 — 1992
Bachelor's degree, Sociology
Bellaire High
FLMC Films 2012 - Present
ShinKiKan July 1998 - Present
FLMC Films 2012 - 2015
ESCalderon December 2009 - May 2013
Ameriprise Financial September 2008 - December 2009
Gems & Crystals, Inc. January 2006 - January 2007
Skills
Insurance, Start-ups, Finance, Series 7, Strategic Planning, Marketing, Small Business, Public Speaking, Television, Time Management, Portfolio Management, Social Media, Strategic Financial..., Leadership, Social Networking, Customer Service, Retirement Planning, Photoshop, Management, Art, Estate Planning, Marketing Strategy, Team Building, Entrepreneurship, Social Media Marketing, Nonprofits
Education
Houston Community College 2005 — 2013
Filmmaking
Sophia University 1991 — 1992
Study Aboard, Sociology, Japanese
Boston University 1988 — 1992
Bachelor's degree, Sociology
Bellaire High
Abigail Ingalls Abigail Ingalls's Ameriprise Financial Experience January 2008 - May 2008
Job Vice President Credit Research at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors July 2015 - Present
Breckinridge Capital Advisors January 2015 - July 2015
Breckinridge Capital Advisors February 2014 - December 2014
Breckinridge Capital Advisors September 2013 - February 2014
Breckinridge Capital Advisors February 2013 - September 2013
Breckinridge Capital Advisors July 2011 - February 2013
Breckinridge Capital Advisors August 2009 - July 2011
Breckinridge Capital Advisors June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Ameriprise Financial January 2008 - May 2008
Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing
Education
Boston University - School of Management 2011 — 2013
MBA, Finance
Suffolk University - Sawyer School of Management 2013 — 2013
Fixed Income
Northeastern University 2010 — 2010
Finance, General
Tufts University 2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics
The Winsor School 2001 — 2005
Derby Academy
Breckinridge Capital Advisors July 2015 - Present
Breckinridge Capital Advisors January 2015 - July 2015
Breckinridge Capital Advisors February 2014 - December 2014
Breckinridge Capital Advisors September 2013 - February 2014
Breckinridge Capital Advisors February 2013 - September 2013
Breckinridge Capital Advisors July 2011 - February 2013
Breckinridge Capital Advisors August 2009 - July 2011
Breckinridge Capital Advisors June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Ameriprise Financial January 2008 - May 2008
Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing
Education
Boston University - School of Management 2011 — 2013
MBA, Finance
Suffolk University - Sawyer School of Management 2013 — 2013
Fixed Income
Northeastern University 2010 — 2010
Finance, General
Tufts University 2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics
The Winsor School 2001 — 2005
Derby Academy
Heather Kendra, CFP®, CRPC®'s Ameriprise Financial Experience May 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial May 2007 - Present
Ameriprise Financial December 2000 - May 2007
Education
Boston University 2007 — 2008
Financial Planning Certificate, Financial Planning
Kansas State University 2001 — 2002
Masters of Arts
College of the Holy Cross 1996 — 2000
B.A.
College of the Holy Cross 1996 — 2000
Ameriprise Financial May 2007 - Present
Ameriprise Financial December 2000 - May 2007
Education
Boston University 2007 — 2008
Financial Planning Certificate, Financial Planning
Kansas State University 2001 — 2002
Masters of Arts
College of the Holy Cross 1996 — 2000
B.A.
College of the Holy Cross 1996 — 2000
Heather Canner's Ameriprise Financial Experience January 2004 - January 2006
Job Director at Elliott International
Industry Accounting
Experience
Elliott International April 2015 - Present
firstPRO September 2012 - April 2015
Boston Scientific January 2008 - September 2012
Boston Scientific January 2006 - January 2008
Ameriprise Financial January 2004 - January 2006
Skills
Strategic Financial..., Estate Planning, Tax, Retirement Planning, Retirement, Wealth Management, IRAs, Pensions, Life Insurance, Long Term Care Insurance, Financial Planners, Disability Insurance, Variable Annuities, Investments, Financial Analysis
Education
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing
Ward Melville High School
Elliott International April 2015 - Present
firstPRO September 2012 - April 2015
Boston Scientific January 2008 - September 2012
Boston Scientific January 2006 - January 2008
Ameriprise Financial January 2004 - January 2006
Skills
Strategic Financial..., Estate Planning, Tax, Retirement Planning, Retirement, Wealth Management, IRAs, Pensions, Life Insurance, Long Term Care Insurance, Financial Planners, Disability Insurance, Variable Annuities, Investments, Financial Analysis
Education
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing
Ward Melville High School
Kristen Bongiovi's Ameriprise Financial Experience March 2007 - May 2008
Job Senior Marketing Coordinator at AmeriHealth Insurance Co of NJ
Industry Marketing and Advertising
Experience
AmeriHealth Insurance Co of NJ May 2012 - Present
AmeriHealth Insurance Co of NJ January 2012 - May 2012
Wentworth Property Management Corp. September 2008 - January 2012
Wentworth Property Management Corp. October 2008 - June 2010
Ameriprise Financial March 2007 - May 2008
Cingular Wireless May 2005 - April 2006
Skills
Social Media Marketing, Marketing Communications, SEO, Public Relations, Press Releases, Advertising, Online Advertising, Website Development, Graphic Design, Adobe Creative Suite, Creativity, Health Insurance, Real Estate, Property Management, Marketing Budget, Blogging, Corporate Events, Event Planning, New Business Generation, Microsoft Office, Illustrator, InDesign, Photoshop, Social Networking, Marketing, Budgets, Customer Service, Direct Marketing, Online Marketing, Strategic Planning, Sales, Leadership, Social Media, B2B Marketing, Trade Shows, Newsletters, New Business Development, Facebook, Marketing Strategy, Management, Email Marketing, Event Management
Education
Monmouth University 2006 — 2008
BA in Business Administration, Marketing
Brookdale Community College 2003 — 2005
Associates, Business Administration
AmeriHealth Insurance Co of NJ May 2012 - Present
AmeriHealth Insurance Co of NJ January 2012 - May 2012
Wentworth Property Management Corp. September 2008 - January 2012
Wentworth Property Management Corp. October 2008 - June 2010
Ameriprise Financial March 2007 - May 2008
Cingular Wireless May 2005 - April 2006
Skills
Social Media Marketing, Marketing Communications, SEO, Public Relations, Press Releases, Advertising, Online Advertising, Website Development, Graphic Design, Adobe Creative Suite, Creativity, Health Insurance, Real Estate, Property Management, Marketing Budget, Blogging, Corporate Events, Event Planning, New Business Generation, Microsoft Office, Illustrator, InDesign, Photoshop, Social Networking, Marketing, Budgets, Customer Service, Direct Marketing, Online Marketing, Strategic Planning, Sales, Leadership, Social Media, B2B Marketing, Trade Shows, Newsletters, New Business Development, Facebook, Marketing Strategy, Management, Email Marketing, Event Management
Education
Monmouth University 2006 — 2008
BA in Business Administration, Marketing
Brookdale Community College 2003 — 2005
Associates, Business Administration
David Andrew David Andrew's Ameriprise Financial Experience May 2010 - August 2010
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
Garth Fondo's Ameriprise Financial Experience September 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Weston Financial July 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
University of Vermont 1986 — 1990
BA
Shepaug Valley High School
Ameriprise Financial September 1997 - Present
Weston Financial July 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
University of Vermont 1986 — 1990
BA
Shepaug Valley High School
Paul Derbyshire, CFP®'s Ameriprise Financial Experience December 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 1996 - Present
Polaroid September 1991 - November 1996
BayBank June 1989 - May 1991
Fidelity Investments June 1986 - May 1989
Skills
Finance, Investments, Financial Planning, Insurance, Leadership, Series 7, Mutual Funds, Retirement, Asset Allocation, Microsoft Office
Education
Boston University 1982 — 1986
Bachelor of Science in Business Administration, Accounting
Ameriprise Financial December 1996 - Present
Polaroid September 1991 - November 1996
BayBank June 1989 - May 1991
Fidelity Investments June 1986 - May 1989
Skills
Finance, Investments, Financial Planning, Insurance, Leadership, Series 7, Mutual Funds, Retirement, Asset Allocation, Microsoft Office
Education
Boston University 1982 — 1986
Bachelor of Science in Business Administration, Accounting
Jordian Ross Jordian Ross's Ameriprise Financial Experience June 2009 - August 2009
Job Event Marketing & Promotions Coordinator
Industry Entertainment
Experience
AnimalHouse LLC May 2011 - Present
Apple February 2014 - April 2015
Tagkast June 2013 - September 2013
AARP August 2011 - December 2011
JPMorgan Chase April 2010 - February 2011
Ameriprise Financial June 2009 - August 2009
Skills
Social Media, Leadership, Sponsorship Activation, Marketing Communications, Social Media Marketing, Event Management, Social Networking, Program Management, Marketing, Facebook, Newsletters, Event Planning, Blogging, Entrepreneurship, Video, Brand Management, Brand Development, Sales
Education
Columbia College Chicago 2012 — 2013
Bachelor of Arts, Arts & Entertainment Media Management
Bowling Green State University 2005 — 2009
Bachelor of Arts, Interpersonal Communication
AnimalHouse LLC May 2011 - Present
Apple February 2014 - April 2015
Tagkast June 2013 - September 2013
AARP August 2011 - December 2011
JPMorgan Chase April 2010 - February 2011
Ameriprise Financial June 2009 - August 2009
Skills
Social Media, Leadership, Sponsorship Activation, Marketing Communications, Social Media Marketing, Event Management, Social Networking, Program Management, Marketing, Facebook, Newsletters, Event Planning, Blogging, Entrepreneurship, Video, Brand Management, Brand Development, Sales
Education
Columbia College Chicago 2012 — 2013
Bachelor of Arts, Arts & Entertainment Media Management
Bowling Green State University 2005 — 2009
Bachelor of Arts, Interpersonal Communication
Rachel Mina's Ameriprise Financial Experience August 2005 - May 2008
Job Fashion Consultant and Stylist
Industry Apparel & Fashion
Experience
Saks Fifth Avenue June 2015 - Present
Keaton Row April 2014 - May 2015
St. Tropez June 2012 - October 2013
Lorna Jane November 2011 - May 2012
Bellissimo July 2011 - December 2011
Grantham, Mayo, Van Otterloo & Co. LLC January 2009 - May 2011
Marriott International May 2007 - 2009
Ameriprise Financial August 2005 - May 2008
Skills
Fashion, Visual Merchandising, Styling, Fashion Shows, Store Management, Luxury Goods, Sportswear, Jewelry, Window Displays, Customer Service, Leadership, Social Networking
Education
School of Style
Fashion Styling
Boston University Questrom School of Business 2004 — 2008
BSBA, Marketing
Saks Fifth Avenue June 2015 - Present
Keaton Row April 2014 - May 2015
St. Tropez June 2012 - October 2013
Lorna Jane November 2011 - May 2012
Bellissimo July 2011 - December 2011
Grantham, Mayo, Van Otterloo & Co. LLC January 2009 - May 2011
Marriott International May 2007 - 2009
Ameriprise Financial August 2005 - May 2008
Skills
Fashion, Visual Merchandising, Styling, Fashion Shows, Store Management, Luxury Goods, Sportswear, Jewelry, Window Displays, Customer Service, Leadership, Social Networking
Education
School of Style
Fashion Styling
Boston University Questrom School of Business 2004 — 2008
BSBA, Marketing
Joe Ciaravino, CSM Joe Ciaravino, CSM's Ameriprise Financial Experience September 2009 - December 2009
Job Senior Consultant at Daugherty Business Solutions
Industry Management Consulting
Experience
Daugherty Business Solutions January 2013 - Present
Best Buy August 2014 - Present
Target December 2013 - July 2014
Target January 2013 - December 2013
Wells Fargo Home Mortgage July 2011 - December 2012
Genesis10 June 2009 - December 2012
Digital River March 2010 - May 2011
Ameriprise Financial September 2009 - December 2009
Strategic Advantage Consulting January 2006 - January 2008
Skills
Business Analysis, Requirements Gathering, Process Improvement, Business Intelligence, Management Consulting, SDLC, User Acceptance Testing, Agile Methodologies, Strategic Planning, Change Management, E-commerce, Project Management, Quality Assurance, SQL, Waterfall, Data Analysis, Thought Leadership, Use Case, Analysis
Education
Franciscan University of Steubenville 2006 — 2008
Bachelor of Science (BS), Business Administration
Broome Community College 2004 — 2006
Daugherty Business Solutions January 2013 - Present
Best Buy August 2014 - Present
Target December 2013 - July 2014
Target January 2013 - December 2013
Wells Fargo Home Mortgage July 2011 - December 2012
Genesis10 June 2009 - December 2012
Digital River March 2010 - May 2011
Ameriprise Financial September 2009 - December 2009
Strategic Advantage Consulting January 2006 - January 2008
Skills
Business Analysis, Requirements Gathering, Process Improvement, Business Intelligence, Management Consulting, SDLC, User Acceptance Testing, Agile Methodologies, Strategic Planning, Change Management, E-commerce, Project Management, Quality Assurance, SQL, Waterfall, Data Analysis, Thought Leadership, Use Case, Analysis
Education
Franciscan University of Steubenville 2006 — 2008
Bachelor of Science (BS), Business Administration
Broome Community College 2004 — 2006
Steve Deppe's Ameriprise Financial Experience June 2007 - October 2009
Job President/Portfolio Manager at Nerad + Deppe Wealth Management
Industry Investment Management
Experience
Nerad + Deppe Wealth Management 2009 - Present
Ameriprise Financial June 2007 - October 2009
Ameriprise Financial October 2003 - June 2007
Skills
Wealth Management, Investments, Investment Advisory, Asset Allocation, Investment Strategies
Education
Boston University Questrom School of Business 1999 — 2003
B.S., Finance
Nerad + Deppe Wealth Management 2009 - Present
Ameriprise Financial June 2007 - October 2009
Ameriprise Financial October 2003 - June 2007
Skills
Wealth Management, Investments, Investment Advisory, Asset Allocation, Investment Strategies
Education
Boston University Questrom School of Business 1999 — 2003
B.S., Finance
Sarin A. Barsoumian, CFP®, CRPC® Sarin A. Barsoumian, CFP®, CRPC®'s Ameriprise Financial Experience October 2005 - April 2009
Job I feel a great sense of accomplishment knowing that I am helping people gain clarity and control over their finances.
Industry Financial Services
Experience
LPL Financial April 2009 - Present
Ameriprise Financial October 2005 - April 2009
Skills
Certified Financial..., Estate Planning, Insurance, Investments, Wealth Management, Retirement Planning, Comprehensive Financial..., Tax-advantaged..., Long-term Care, Saving for Education, Women's Financial..., Asset Management, Series 7, Financial Advisory, Retirement, Strategic Financial..., Financial Goals, Financial Planning
Education
Boston University 2010 — 2012
Certified Financial Planner, Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Boston University Questrom School of Business 2001 — 2005
LPL Financial April 2009 - Present
Ameriprise Financial October 2005 - April 2009
Skills
Certified Financial..., Estate Planning, Insurance, Investments, Wealth Management, Retirement Planning, Comprehensive Financial..., Tax-advantaged..., Long-term Care, Saving for Education, Women's Financial..., Asset Management, Series 7, Financial Advisory, Retirement, Strategic Financial..., Financial Goals, Financial Planning
Education
Boston University 2010 — 2012
Certified Financial Planner, Financial Planning
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Boston University Questrom School of Business 2001 — 2005
Patrick Mathews's Ameriprise Financial Experience May 2007 - August 2007
Job Principal Financial Analyst at HubSpot
Industry Marketing and Advertising
Experience
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
Adam Rafalski's Ameriprise Financial Experience January 2011 - December 2013
Job Vice President | Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management December 2013 - June 2015
Ameriprise Financial January 2011 - December 2013
Roanoke Valley Match Play Championship June 2008 - June 2012
SunTrust Bank July 2008 - January 2011
LPL August 2005 - July 2008
Skills
Strategic Financial..., Retirement Planning, Risk Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Finance, Banking, Wealth Management, Investments, Leadership, Marketing Strategy, Sales Operations, Asset Management, Asset Allocation, Investment Advisory, Marketing, Mutual Funds, Sales, Investment Management, Retirement, Business Development, Financial Planning, Financial Services, Management
Education
Bridgewater College 2003 — 2005
BS, Accounting and Finance
United States Military Academy at West Point 2000 — 2002
BS, Systems Engineering
Bel Air High School 1995 — 1999
Diploma
Yelena Sherman's Ameriprise Financial Experience May 2010 - Present
Job Business Support Manager at Columbia Threadneedle Investments
Industry Banking
Experience
Ameriprise Financial May 2010 - Present
Bank of America July 2008 - April 2010
Bank of America January 2007 - July 2008
Bank of America September 2005 - December 2006
CVS Corporation January 2003 - September 2005
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Process Improvement, Project Management, Fixed Income, Investments, Leadership, Management, Databases, Analysis, Software Project..., MS Project, Risk Management, SharePoint, Portfolio Management, Visio, SQL, Microsoft SQL Server
Education
Brandeis University 2005 — 2009
Masters, Programs and Project Management
Bryant University 1998 — 2002
Bachelor's, Computer Information Systems
Ameriprise Financial May 2010 - Present
Bank of America July 2008 - April 2010
Bank of America January 2007 - July 2008
Bank of America September 2005 - December 2006
CVS Corporation January 2003 - September 2005
Fidelity Investments 2000 - 2002
Skills
Business Analysis, Process Improvement, Project Management, Fixed Income, Investments, Leadership, Management, Databases, Analysis, Software Project..., MS Project, Risk Management, SharePoint, Portfolio Management, Visio, SQL, Microsoft SQL Server
Education
Brandeis University 2005 — 2009
Masters, Programs and Project Management
Bryant University 1998 — 2002
Bachelor's, Computer Information Systems
Christine Narciso Nolan Christine Narciso Nolan's Ameriprise Financial Experience August 2005 - May 2008
Job Operations Manager
Industry Insurance
Experience
MoveoMedics August 2014 - Present
General Manhattan Insurance and Benefits May 2008 - Present
Ameriprise Financial August 2005 - May 2008
CBS Radio November 1999 - September 2004
Circuit City 1996 - 1998
Skills
Event Management, Public Speaking, Promotions, Analytics, Special Events, Speech Writing, Radio, Training, Management, Leadership, Sales, Social Media Marketing, Nonprofits, Event Planning, Advertising, Customer Satisfaction, Marketing, Public Relations, Social Media, Social Networking
Education
University of Nevada-Las Vegas 1999 — 2004
Bachelor of Arts, Business Communications
Bradley University 1997 — 1999
General Education, Communications
Mt. San Antonio College 1995 — 1997
General Education, General Education
MoveoMedics August 2014 - Present
General Manhattan Insurance and Benefits May 2008 - Present
Ameriprise Financial August 2005 - May 2008
CBS Radio November 1999 - September 2004
Circuit City 1996 - 1998
Skills
Event Management, Public Speaking, Promotions, Analytics, Special Events, Speech Writing, Radio, Training, Management, Leadership, Sales, Social Media Marketing, Nonprofits, Event Planning, Advertising, Customer Satisfaction, Marketing, Public Relations, Social Media, Social Networking
Education
University of Nevada-Las Vegas 1999 — 2004
Bachelor of Arts, Business Communications
Bradley University 1997 — 1999
General Education, Communications
Mt. San Antonio College 1995 — 1997
General Education, General Education
Marie O'Neill Marie O'Neill's Ameriprise Financial Experience October 2009 - Present
Job Senior Vice President, Marketing at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial October 2009 - Present
Uffindell Group Brand Consultancy 2005 - 2009
Dydnyk Group of Marketing Companies 2002 - 2005
Ogilvy & Mather 2000 - 2001
Fallon 1996 - 2000
Skills
Marketing Strategy, Direct Marketing, Interactive Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Segmentation, Digital Marketing, Brand Development, Digital Strategy, Social Media Marketing, Brand Management, Lead Generation, Marketing Management, Advertising, Analytics, Online Marketing, Online Advertising, Strategic Partnerships
Education
Boston University 1979 — 1983
BS, Marketing and Communications
University of San Francisco
MA, Education
Ameriprise Financial October 2009 - Present
Uffindell Group Brand Consultancy 2005 - 2009
Dydnyk Group of Marketing Companies 2002 - 2005
Ogilvy & Mather 2000 - 2001
Fallon 1996 - 2000
Skills
Marketing Strategy, Direct Marketing, Interactive Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Segmentation, Digital Marketing, Brand Development, Digital Strategy, Social Media Marketing, Brand Management, Lead Generation, Marketing Management, Advertising, Analytics, Online Marketing, Online Advertising, Strategic Partnerships
Education
Boston University 1979 — 1983
BS, Marketing and Communications
University of San Francisco
MA, Education
Gary Christensen Gary Christensen's Ameriprise Financial Experience November 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2004 - Present
New Wave Marketing June 1995 - Present
Education
Brigham Young University
University of Utah
Ameriprise Financial November 2004 - Present
New Wave Marketing June 1995 - Present
Education
Brigham Young University
University of Utah
Ian Malhoit Ian Malhoit's Ameriprise Financial Experience October 2009 - June 2010
Job Associate Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Malhoit & Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial October 2009 - June 2010
Ameriprise Financial June 2006 - October 2009
Ameriprise Financial December 2004 - June 2006
Titus, Urbanski, & DeMarco CPAs February 2002 - April 2003
Education
Bowling Green State University 2001 — 2006
BSBA, Business, Environmental Policy minor
St. Francis de Sales High School 1996 — 2000
Malhoit & Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial October 2009 - June 2010
Ameriprise Financial June 2006 - October 2009
Ameriprise Financial December 2004 - June 2006
Titus, Urbanski, & DeMarco CPAs February 2002 - April 2003
Education
Bowling Green State University 2001 — 2006
BSBA, Business, Environmental Policy minor
St. Francis de Sales High School 1996 — 2000
Bonnie Majumdar's Ameriprise Financial Experience June 2006 - April 2010
Job Manager at PwC
Industry Management Consulting
Experience
PwC September 2012 - Present
Procter & Gamble May 2011 - August 2011
Ameriprise Financial June 2006 - April 2010
Skills
Financial Modeling, Quantitative Analytics, Investments, Bloomberg, Business Strategy, Finance, Financial Analysis, Portfolio Management, Strategy, Valuation, Data Analysis, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA)
Boston University
BA, Mathematics/Statistics
PwC September 2012 - Present
Procter & Gamble May 2011 - August 2011
Ameriprise Financial June 2006 - April 2010
Skills
Financial Modeling, Quantitative Analytics, Investments, Bloomberg, Business Strategy, Finance, Financial Analysis, Portfolio Management, Strategy, Valuation, Data Analysis, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA)
Boston University
BA, Mathematics/Statistics
Elina Zak Elina Zak's Ameriprise Financial Experience 2004 - 2010
Job Director, Ethics & Compliance at BNP Paribas
Industry Oil & Energy
Experience
BNP Paribas April 2013 - Present
Hess Corporation August 2011 - April 2013
RBS Global Banking & Markets July 2010 - August 2011
RBS Global Banking & Markets September 2009 - November 2010
Ameriprise Financial 2004 - 2010
Societe Generale Corporate & Investment Banking January 2008 - September 2009
Louis Dreyfus Highbridge Energy November 2006 - December 2007
Louis Dreyfus June 2004 - November 2006
Amaranth Hedge Fund September 2003 - May 2004
AXA Corporate Solutions (division of AXA Re) December 2000 - August 2003
Skills
Commodity, Energy, Structured Products, AML, KYC, Risk Management, Fixed Income, Dodd-Frank, Due Diligence, Options, Commodity Markets, Trading, Derivatives, Financial Risk, OFAC, Capital Markets, Management
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Finance / Human Resources
Brandeis University 1996 — 1999
BA, Pre-Law; Liberal Arts
Wooster School 1992 — 1996
High School
BNP Paribas April 2013 - Present
Hess Corporation August 2011 - April 2013
RBS Global Banking & Markets July 2010 - August 2011
RBS Global Banking & Markets September 2009 - November 2010
Ameriprise Financial 2004 - 2010
Societe Generale Corporate & Investment Banking January 2008 - September 2009
Louis Dreyfus Highbridge Energy November 2006 - December 2007
Louis Dreyfus June 2004 - November 2006
Amaranth Hedge Fund September 2003 - May 2004
AXA Corporate Solutions (division of AXA Re) December 2000 - August 2003
Skills
Commodity, Energy, Structured Products, AML, KYC, Risk Management, Fixed Income, Dodd-Frank, Due Diligence, Options, Commodity Markets, Trading, Derivatives, Financial Risk, OFAC, Capital Markets, Management
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Finance / Human Resources
Brandeis University 1996 — 1999
BA, Pre-Law; Liberal Arts
Wooster School 1992 — 1996
High School
Michael Bailey, CFP® Michael Bailey, CFP®'s Ameriprise Financial Experience July 1987 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial July 1987 - Present
Education
California State Polytechnic University-Pomona 1982 — 1985
BS, Business Administration
Ameriprise Financial July 1987 - Present
Education
California State Polytechnic University-Pomona 1982 — 1985
BS, Business Administration
Lisa Andersen ChFC Lisa Andersen ChFC's Ameriprise Financial Experience January 2000 - October 2008
Job Director of LTD Claims at The Hartford
Industry Financial Services
Experience
The Hartford July 2010 - Present
Wells Fargo December 2009 - August 2010
Venio, LLC October 2008 - September 2009
Ameriprise Financial January 2000 - October 2008
Ameriprise Financial Services, Inc. June 2002 - September 2004
Ameriprise Financial Services, Inc. January 2000 - June 2002
Prudential Select Brokerage August 1997 - December 1999
Business and Estate Consultants October 1994 - August 1997
Mutual of Omaha August 1983 - February 1995
Skills
Management Consulting, Financial Analysis, Financial Services, Cross-functional Team..., Series 7, Operations Management, Relationship Management, Sales Management, Sales, Budgets, Finance, New Business Development, Business Process, Forecasting, Process Improvement, Talent Management, Change Management, Management, Strategic Planning, Product Development, Leadership, Insurance, Call Centers, Marketing, Six Sigma, Customer Satisfaction, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management 2004 — 2005
Minnesota Executive Program
Bryn Mawr College 1989 — 1992
ChFC, Chartered Financial Consultant
The Hartford July 2010 - Present
Wells Fargo December 2009 - August 2010
Venio, LLC October 2008 - September 2009
Ameriprise Financial January 2000 - October 2008
Ameriprise Financial Services, Inc. June 2002 - September 2004
Ameriprise Financial Services, Inc. January 2000 - June 2002
Prudential Select Brokerage August 1997 - December 1999
Business and Estate Consultants October 1994 - August 1997
Mutual of Omaha August 1983 - February 1995
Skills
Management Consulting, Financial Analysis, Financial Services, Cross-functional Team..., Series 7, Operations Management, Relationship Management, Sales Management, Sales, Budgets, Finance, New Business Development, Business Process, Forecasting, Process Improvement, Talent Management, Change Management, Management, Strategic Planning, Product Development, Leadership, Insurance, Call Centers, Marketing, Six Sigma, Customer Satisfaction, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management 2004 — 2005
Minnesota Executive Program
Bryn Mawr College 1989 — 1992
ChFC, Chartered Financial Consultant
Tanya Provost Tanya Provost's Ameriprise Financial Experience April 2010 - October 2010
Job eCommerce Business Analyst, Project Manager
Industry Online Media
Experience
Deluxe Corporation August 2010 - August 2015
Ameriprise Financial April 2010 - October 2010
Entriq, Inc October 2008 - June 2009
Internet Broadcasting October 2007 - October 2008
Internet Broadcasting Systems August 2006 - October 2007
Internet Broadcasting Systems August 2005 - August 2006
Internet Broadcasting April 2002 - August 2005
Internet Broadcasting Systems December 1999 - April 2002
Sinclair Broadcast Group/WUCW-TV (formerly KMWB) June 1994 - December 1999
Rivertown Trading August 1992 - June 1994
Skills
Requirements Analysis, Project Management, User Experience, Business Analysis, SDLC, Website Development, Cross-functional Team..., Online Advertising, Account Management, Program Management, Business Process, Management, Digital Strategy, Email Marketing, E-commerce, Social Media Marketing, Digital Marketing, Content Management, Digital Media
Education
Brown College 1992 — 1994
A.A.S, Television & Radio Broadcasting
Deluxe Corporation August 2010 - August 2015
Ameriprise Financial April 2010 - October 2010
Entriq, Inc October 2008 - June 2009
Internet Broadcasting October 2007 - October 2008
Internet Broadcasting Systems August 2006 - October 2007
Internet Broadcasting Systems August 2005 - August 2006
Internet Broadcasting April 2002 - August 2005
Internet Broadcasting Systems December 1999 - April 2002
Sinclair Broadcast Group/WUCW-TV (formerly KMWB) June 1994 - December 1999
Rivertown Trading August 1992 - June 1994
Skills
Requirements Analysis, Project Management, User Experience, Business Analysis, SDLC, Website Development, Cross-functional Team..., Online Advertising, Account Management, Program Management, Business Process, Management, Digital Strategy, Email Marketing, E-commerce, Social Media Marketing, Digital Marketing, Content Management, Digital Media
Education
Brown College 1992 — 1994
A.A.S, Television & Radio Broadcasting
Tim Merrill Tim Merrill's Ameriprise Financial Experience July 2006 - September 2009
Job Advocate
Industry Government Administration
Experience
Ameriprise Financial July 2006 - September 2009
Brigham Young University January 2006 - August 2006
Close To My Heart June 2005 - December 2005
Education
Brigham Young University 2002 — 2006
BA, Political Science and Financial Management
Ameriprise Financial July 2006 - September 2009
Brigham Young University January 2006 - August 2006
Close To My Heart June 2005 - December 2005
Education
Brigham Young University 2002 — 2006
BA, Political Science and Financial Management
Ashlee Fredrickson Ashlee Fredrickson's Ameriprise Financial Experience June 2008 - August 2011
Job Public Health BA
Industry Program Development
Experience
South Valley Sanctuary February 2014 - December 2014
Cirque Lodge February 2013 - April 2013
Take Back Media Event September 2012 - September 2012
South Davis Community Hospital April 2012 - August 2012
Wildcat Volleyball Club November 2007 - August 2012
Ameriprise Financial June 2008 - August 2011
HELP International May 2011 - July 2011
Skills
Public Health, Clinical Research, First Aid, CNA, Microsoft Office, QuickBooks, Publisher 2007, Communication, Detailed Organization, DonorPerfect, Grant Writing, Leadership
Education
Brigham Young University 2009 — 2014
Bachelor of Science, Public Health, Graduate
Davis Applied Technology College 2009 — 2009
Certified Nursing Assistant, Health Care
South Valley Sanctuary February 2014 - December 2014
Cirque Lodge February 2013 - April 2013
Take Back Media Event September 2012 - September 2012
South Davis Community Hospital April 2012 - August 2012
Wildcat Volleyball Club November 2007 - August 2012
Ameriprise Financial June 2008 - August 2011
HELP International May 2011 - July 2011
Skills
Public Health, Clinical Research, First Aid, CNA, Microsoft Office, QuickBooks, Publisher 2007, Communication, Detailed Organization, DonorPerfect, Grant Writing, Leadership
Education
Brigham Young University 2009 — 2014
Bachelor of Science, Public Health, Graduate
Davis Applied Technology College 2009 — 2009
Certified Nursing Assistant, Health Care
Tyler Bruford Tyler Bruford's Ameriprise Financial Experience September 2004 - October 2006
Job B2B SaaS Sales Professional
Industry Computer Software
Experience
InsideSales.com April 2015 - Present
InsideSales.com April 2014 - Present
InsideSales.com October 2013 - April 2014
SenaWave January 2013 - October 2013
Paychex October 2010 - December 2012
Flagship Financial Group June 2008 - September 2010
Fidelity Investments October 2006 - June 2008
Ameriprise Financial September 2004 - October 2006
Skills
Salesforce.com, Sales, SaaS, Sales Management, Enterprise Software, Business Planning, Lead Generation, Retirement Planning, Sales Process, Strategic Partnerships, Operations Management, Business Development, Investments, Direct Sales, CRM, 401k, Technical Writing, Business Intelligence, Cloud Computing, Predictive Analytics, Performance Metrics, Leadership, FSA, Cloud Applications, Telephony, Software Solution Sales, KPI Dashboards, Technical Training, Call Center..., Call Center Development, Social Media Marketing, Metrics Reporting, VoIP, Section 125 Plans, Data Mining, Lead Management, French, Enterprise Social..., Sales Acceleration, Sales Training, Management, Marketing, Sales Operations, Strategy, Account Management, B2B, Training, Product Management, Customer Service, Product Marketing
Education
Brigham Young University 1995 — 2002
BS, Business Management
InsideSales.com April 2015 - Present
InsideSales.com April 2014 - Present
InsideSales.com October 2013 - April 2014
SenaWave January 2013 - October 2013
Paychex October 2010 - December 2012
Flagship Financial Group June 2008 - September 2010
Fidelity Investments October 2006 - June 2008
Ameriprise Financial September 2004 - October 2006
Skills
Salesforce.com, Sales, SaaS, Sales Management, Enterprise Software, Business Planning, Lead Generation, Retirement Planning, Sales Process, Strategic Partnerships, Operations Management, Business Development, Investments, Direct Sales, CRM, 401k, Technical Writing, Business Intelligence, Cloud Computing, Predictive Analytics, Performance Metrics, Leadership, FSA, Cloud Applications, Telephony, Software Solution Sales, KPI Dashboards, Technical Training, Call Center..., Call Center Development, Social Media Marketing, Metrics Reporting, VoIP, Section 125 Plans, Data Mining, Lead Management, French, Enterprise Social..., Sales Acceleration, Sales Training, Management, Marketing, Sales Operations, Strategy, Account Management, B2B, Training, Product Management, Customer Service, Product Marketing
Education
Brigham Young University 1995 — 2002
BS, Business Management
Adrienne Huckaby's Ameriprise Financial Experience 2010 - 2010
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte May 2014 - Present
EMC November 2012 - May 2014
GlassHouse Technologies 2011 - November 2012
Ameriprise Financial 2010 - 2010
Boston Magazine 2010 - 2010
Skills
Microsoft Office, Analytics, CRM, Salesforce.com, Account Management, Project Management, Event Management, Event Planning, Marketing Strategy, Marketing Communications, Leadership, Market Research, Lead Generation, Recruiting, Onboarding, Employee Benefits, Sourcing, Social Media
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Marketing
Hopkinton High School
Deloitte May 2014 - Present
EMC November 2012 - May 2014
GlassHouse Technologies 2011 - November 2012
Ameriprise Financial 2010 - 2010
Boston Magazine 2010 - 2010
Skills
Microsoft Office, Analytics, CRM, Salesforce.com, Account Management, Project Management, Event Management, Event Planning, Marketing Strategy, Marketing Communications, Leadership, Market Research, Lead Generation, Recruiting, Onboarding, Employee Benefits, Sourcing, Social Media
Education
Boston University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Marketing
Hopkinton High School
Jeff Donovan, MBA's Ameriprise Financial Experience September 2010 - March 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Merrill Edge November 2011 - July 2015
Ameriprise Financial September 2010 - March 2012
Zintro, Inc June 2007 - May 2009
Brandeis University International Business School September 2005 - May 2007
Lewtan Technologies May 2006 - August 2006
Brook Venture Partners February 2006 - May 2006
Rent-A-Center March 2003 - August 2005
John Hancock Funds July 2001 - March 2002
John Hancock Signature Services November 1999 - July 2001
John Hancock Life Insurance Company (U.S.A.) 1997 - July 1999
Skills
Financial Modeling, Marketing, Personnel Management, Investments, Financial Analysis, Financial Services, Sales, Strategic Planning, Asset Managment, New Business Development, Equities, Business Development, Finance, Business Analysis, Portfolio Management, Business Strategy, Marketing Strategy, Analysis, Market Research, Asset Management, Management, Business Planning, Leadership, Mutual Funds
Education
Brandeis University 2005 — 2007
MBA, Business with a focus on Finance and Strategy
Waseda University 2006 — 2006
Exchange, Japanese Language, Strategy, Economics
North Carolina State University 1988 — 1993
B.A, Business Management
St. John's Preparatory School 1984 — 1988
Sara Root's Ameriprise Financial Experience May 2000 - December 2001
Job Senior Product Director at DePuy Synthes Spine Johnson & Johnson
Industry Marketing and Advertising
Experience
DePuy Synthes Spine a Johnson & Johnson company June 2013 - Present
DePuy Synthes Spine a Johnson & Johnson company March 2011 - June 2013
DePuy Spine June 2007 - February 2011
Thomson Compumark March 2003 - May 2007
GE Healthcare Financial Services June 2006 - August 2006
Ameriprise Financial May 2000 - December 2001
Skills
Product Management, Product Marketing, Marketing Strategy, Medical Devices, Forecasting, Competitive Analysis, Product Launch, Commercialization, Product Development, Cross-functional Team..., Market Research, Marketing Management, Strategy, Start-ups, Market Analysis, Product Training, Market Development, Voice of the Customer, Global Marketing, Capital Equipment, Pricing Strategy, Surgeons, Segmentation
Education
Boston University - School of Management 2005 — 2007
MBA, Marketing
Brandeis University 1998 — 2002
BA, Economics
nphs
DePuy Synthes Spine a Johnson & Johnson company June 2013 - Present
DePuy Synthes Spine a Johnson & Johnson company March 2011 - June 2013
DePuy Spine June 2007 - February 2011
Thomson Compumark March 2003 - May 2007
GE Healthcare Financial Services June 2006 - August 2006
Ameriprise Financial May 2000 - December 2001
Skills
Product Management, Product Marketing, Marketing Strategy, Medical Devices, Forecasting, Competitive Analysis, Product Launch, Commercialization, Product Development, Cross-functional Team..., Market Research, Marketing Management, Strategy, Start-ups, Market Analysis, Product Training, Market Development, Voice of the Customer, Global Marketing, Capital Equipment, Pricing Strategy, Surgeons, Segmentation
Education
Boston University - School of Management 2005 — 2007
MBA, Marketing
Brandeis University 1998 — 2002
BA, Economics
nphs
Deb Chryssanthis's Ameriprise Financial Experience 2004 - 2007
Job Director
Industry Information Technology and Services
Experience
Ameriprise Financial 2004 - 2007
American Express 2004 - 2006
Qwest Communications 1999 - 2004
MCI 1992 - 1998
Maxwell Online 1987 - 1992
Skills
Leadership, Project Management, Team Building, Software Documentation, Process Improvement, Business Strategy, Vendor Management, Management, Team Management, Change Management, Strategic Planning, Telecommunications
Education
Brooks Institute of Photography
BA
Ameriprise Financial 2004 - 2007
American Express 2004 - 2006
Qwest Communications 1999 - 2004
MCI 1992 - 1998
Maxwell Online 1987 - 1992
Skills
Leadership, Project Management, Team Building, Software Documentation, Process Improvement, Business Strategy, Vendor Management, Management, Team Management, Change Management, Strategic Planning, Telecommunications
Education
Brooks Institute of Photography
BA
Brian Swenson's Ameriprise Financial Experience September 2004 - September 2008
Job Senior Assistant Director, Financial Aid Boston College
Industry Education Management
Experience
Boston College September 2008 - Present
Ameriprise Financial September 2004 - September 2008
Filene's 2003 - 2004
Skills
Excel, Word, Microsoft Office, Customer Service, Higher Education, Student Counseling, Student Financial Aid, Team Management, Staff Development, Nonprofits
Education
Boston College 2010 — 2012
Master of Business Administration (M.B.A.)
Boston College 1999 — 2003
BS, Finance
Boston College September 2008 - Present
Ameriprise Financial September 2004 - September 2008
Filene's 2003 - 2004
Skills
Excel, Word, Microsoft Office, Customer Service, Higher Education, Student Counseling, Student Financial Aid, Team Management, Staff Development, Nonprofits
Education
Boston College 2010 — 2012
Master of Business Administration (M.B.A.)
Boston College 1999 — 2003
BS, Finance
Jacob Curtis's Ameriprise Financial Experience October 2004 - Present
Job Financial Advisor at Ameriprise Financial; CA Insurance 0H07955
Industry Financial Services
Experience
Ameriprise Financial October 2004 - Present
Education
Brigham Young University - Idaho 2000 — 2004
Business Management
Ameriprise Financial October 2004 - Present
Education
Brigham Young University - Idaho 2000 — 2004
Business Management
Mariusz Misiec's Ameriprise Financial Experience September 1998 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1998 - Present
Education
Bucknell University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Florida 1997 — 1997
Ameriprise Financial September 1998 - Present
Education
Bucknell University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Florida 1997 — 1997
Sean Ewing's Ameriprise Financial Experience June 2007 - February 2008
Job Senior Business Analyst at Thrivent
Industry Hospital & Health Care
Experience
Thrivent February 2008 - Present
Ameriprise Financial June 2007 - February 2008
UnitedHealth Group 2005 - 2005
Education
Brown College 1998 — 2000
Computer Programming, Computer Programming
Thrivent February 2008 - Present
Ameriprise Financial June 2007 - February 2008
UnitedHealth Group 2005 - 2005
Education
Brown College 1998 — 2000
Computer Programming, Computer Programming
Stephanie Thompsen's Ameriprise Financial Experience 2004 - 2009
Job Information Security Specialist at Atomic Data
Industry Information Services
Experience
Atomic Data March 2013 - Present
Lexus of Wayzata February 2003 - December 2013
The Dolan Company November 2009 - February 2013
Pet Wares December 2011 - December 2012
Shure Pets May 2009 - January 2012
Ameriprise Financial 2004 - 2009
G&K Services 1999 - 2004
Lady Foot Locker 1994 - 1999
Skills
Excel, Word, Outlook, PowerPoint, Customer Relations, Organizing, Attention To Detail, Wordsmith, Editing, Microsoft Excel, Customer Service, Access, Management, Marketing, Strategic Planning, Leadership, Microsoft Word, Event Planning, Account Management, Writers, Project Management, Program Management, Sales, Time Management, Research, Software Documentation, Team Building, Retail, Direct Sales, Training, Social Media
Education
New Horizons of MN 2009 — 2009
Microsoft Office 2007 Expert, Microsoft Certified Application Specialist (MCAS)
Buena Vista University 1990 — 1994
BA, Management, Minor: English
Walnut High School
Atomic Data March 2013 - Present
Lexus of Wayzata February 2003 - December 2013
The Dolan Company November 2009 - February 2013
Pet Wares December 2011 - December 2012
Shure Pets May 2009 - January 2012
Ameriprise Financial 2004 - 2009
G&K Services 1999 - 2004
Lady Foot Locker 1994 - 1999
Skills
Excel, Word, Outlook, PowerPoint, Customer Relations, Organizing, Attention To Detail, Wordsmith, Editing, Microsoft Excel, Customer Service, Access, Management, Marketing, Strategic Planning, Leadership, Microsoft Word, Event Planning, Account Management, Writers, Project Management, Program Management, Sales, Time Management, Research, Software Documentation, Team Building, Retail, Direct Sales, Training, Social Media
Education
New Horizons of MN 2009 — 2009
Microsoft Office 2007 Expert, Microsoft Certified Application Specialist (MCAS)
Buena Vista University 1990 — 1994
BA, Management, Minor: English
Walnut High School
Twelves, Kelli's Ameriprise Financial Experience
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial
Skills
PowerPoint, Lotus Notes, Outlook, Microsoft Excel, Administrative...
Education
Brigham Young University 1978 — 1979
Ameriprise Financial
Skills
PowerPoint, Lotus Notes, Outlook, Microsoft Excel, Administrative...
Education
Brigham Young University 1978 — 1979
Kenneth (KC) Ray's Ameriprise Financial Experience August 2006 - March 2007
Job Substance Abuse Therapist at Adolescent Substance Abuse Program (ASAP)
Industry Mental Health Care
Experience
Adolescent Substance Abuse Program (ASAP) January 2011 - Present
various private entities May 1999 - Present
Project LESS January 2011 - January 2012
Education 2020 December 2008 - September 2010
OdysseyWare, Inc. July 2007 - November 2008
Ameriprise Financial August 2006 - March 2007
Target & Shane English School September 2004 - June 2006
Teacher's College of English September 2002 - September 2004
Skills
Cognitive Behavioral..., Trauma Therapy, Psychodrama, Addiction Recovery, Exceptional verbal, Teaching, Language Teaching, Polish, Training, Public Speaking, Writing, Editing, Counseling Psychology
Education
Ottawa University 2009 — 2012
MAPC, Professional Counseling
Brigham Young University 1997 — 2002
Bachelor of Arts, Theatre & Media Arts Education
Adolescent Substance Abuse Program (ASAP) January 2011 - Present
various private entities May 1999 - Present
Project LESS January 2011 - January 2012
Education 2020 December 2008 - September 2010
OdysseyWare, Inc. July 2007 - November 2008
Ameriprise Financial August 2006 - March 2007
Target & Shane English School September 2004 - June 2006
Teacher's College of English September 2002 - September 2004
Skills
Cognitive Behavioral..., Trauma Therapy, Psychodrama, Addiction Recovery, Exceptional verbal, Teaching, Language Teaching, Polish, Training, Public Speaking, Writing, Editing, Counseling Psychology
Education
Ottawa University 2009 — 2012
MAPC, Professional Counseling
Brigham Young University 1997 — 2002
Bachelor of Arts, Theatre & Media Arts Education
George Pittaoulis, CFP®, ChFC®, CLU®'s Ameriprise Financial Experience August 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial August 2000 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
Ameriprise Financial Services, Inc. 2002 - 2005
Education
Boston University 1995 — 1999
Bachelor's degree
Ameriprise Financial August 2000 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
Ameriprise Financial Services, Inc. 2002 - 2005
Education
Boston University 1995 — 1999
Bachelor's degree
Patrick Aumer's Ameriprise Financial Experience February 2004 - March 2006
Job Financial Services Sales and Marketing Executive
Industry Financial Services
Experience
Ameriprise Bank, FSB 2006 - 2012
Ameriprise Financial February 2004 - March 2006
American Express/Ameriprise Financial 2002 - 2004
Skills
Strategic Planning, Relationship Management, Process Improvement, Banking, Sales Management, Insurance, Investment Advisory, Asset Allocation, Series 63, Retirement Planning, Series 7, Recruiting, Finance, Mortgage Lending, Financial Analysis, Strategy, Management, ETFs, Training, Marketing, Leadership, Portfolio Management, Alternative Investments, Sales Operations, Sales, Marketing Strategy, Series 24, 401k, Wealth, Series 6, Financial Services, Financial Planning, Wealth Management
Education
Buena Vista University 1988 — 1992
Bachelor of Arts (BA), Business, Theater, Political Science
Ameriprise Bank, FSB 2006 - 2012
Ameriprise Financial February 2004 - March 2006
American Express/Ameriprise Financial 2002 - 2004
Skills
Strategic Planning, Relationship Management, Process Improvement, Banking, Sales Management, Insurance, Investment Advisory, Asset Allocation, Series 63, Retirement Planning, Series 7, Recruiting, Finance, Mortgage Lending, Financial Analysis, Strategy, Management, ETFs, Training, Marketing, Leadership, Portfolio Management, Alternative Investments, Sales Operations, Sales, Marketing Strategy, Series 24, 401k, Wealth, Series 6, Financial Services, Financial Planning, Wealth Management
Education
Buena Vista University 1988 — 1992
Bachelor of Arts (BA), Business, Theater, Political Science
Nicholas Goodwin, CFP®'s Ameriprise Financial Experience June 2006 - October 2007
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Northwestern Mutual November 2007 - April 2008
Ameriprise Financial June 2006 - October 2007
Education
Sonoma State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Economics
California Lutheran University
MBA, MBA in Financial Planning
Fidelity Investments April 2008 - Present
Northwestern Mutual November 2007 - April 2008
Ameriprise Financial June 2006 - October 2007
Education
Sonoma State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Economics
California Lutheran University
MBA, MBA in Financial Planning
Kristin E. M. Riemer's Ameriprise Financial Experience 2009 - 2012
Job Business Development Manager with the practice of Timothy A. Riemer, CFP(R), MBA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. 2012 - May 2014
Ameriprise Financial 2009 - 2012
Ameriprise Financial 2007 - 2009
Ameriprise Financial 2006 - 2007
State University of New York at Buffalo 2003 - 2006
Education
State University of New York at Buffalo 1999 — 2001
MA
Boston University 1991 — 1995
BA
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. 2012 - May 2014
Ameriprise Financial 2009 - 2012
Ameriprise Financial 2007 - 2009
Ameriprise Financial 2006 - 2007
State University of New York at Buffalo 2003 - 2006
Education
State University of New York at Buffalo 1999 — 2001
MA
Boston University 1991 — 1995
BA
Doug Affinito's Ameriprise Financial Experience July 1999 - May 2012
Job Corporate Technology Leader and Emerging Artist
Industry Financial Services
Experience
Arts for Arts Sake May 2012 - Present
Ameriprise Financial July 1999 - May 2012
Pareo, Inc. June 1994 - June 1999
IBM Consulting Services March 1989 - May 1994
General Mills May 1986 - April 1989
Allied Corporation, Amphenol Division July 1980 - August 1984
Skills
Financial Services, SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, IT Strategy, Change Management, Requirements Gathering, Program Management, Requirements Analysis
Education
Dartmouth College 1984 — 1986
Master of Science (M.S.), Computer and Information Systems
Brandeis University 1976 — 1980
Bachelor of Arts (B.A.), Theatre/Theatre Arts Management
Arts for Arts Sake May 2012 - Present
Ameriprise Financial July 1999 - May 2012
Pareo, Inc. June 1994 - June 1999
IBM Consulting Services March 1989 - May 1994
General Mills May 1986 - April 1989
Allied Corporation, Amphenol Division July 1980 - August 1984
Skills
Financial Services, SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, IT Strategy, Change Management, Requirements Gathering, Program Management, Requirements Analysis
Education
Dartmouth College 1984 — 1986
Master of Science (M.S.), Computer and Information Systems
Brandeis University 1976 — 1980
Bachelor of Arts (B.A.), Theatre/Theatre Arts Management
Scott Creutzmann's Ameriprise Financial Experience May 2007 - October 2012
Job VP, Chief Compliance Officer at Ameriprise Financial, Inc.
Industry Insurance
Experience
Ameriprise Financial, Inc. November 2012 - Present
Ameriprise Financial May 2007 - October 2012
Nationwide Insurance 2003 - 2007
Casey's General Stores March 2000 - March 2003
Great West Casualty Company February 1998 - March 2000
State Farm Insurance February 1995 - February 1998
Skills
Litigation Management, Insurance, Corporate Governance, Insurance Law, General Insurance, Arbitration, Claim, Compliance, Claims, Regulatory Affairs, Strategic Leadership, Variable Products, Property & Casualty..., Risk Management, Legal Advice
Education
Drake University Law School 1992 — 1994
JD, Law
Bradley University 1988 — 1992
BS, Business and Economics
THS
Ameriprise Financial, Inc. November 2012 - Present
Ameriprise Financial May 2007 - October 2012
Nationwide Insurance 2003 - 2007
Casey's General Stores March 2000 - March 2003
Great West Casualty Company February 1998 - March 2000
State Farm Insurance February 1995 - February 1998
Skills
Litigation Management, Insurance, Corporate Governance, Insurance Law, General Insurance, Arbitration, Claim, Compliance, Claims, Regulatory Affairs, Strategic Leadership, Variable Products, Property & Casualty..., Risk Management, Legal Advice
Education
Drake University Law School 1992 — 1994
JD, Law
Bradley University 1988 — 1992
BS, Business and Economics
THS
Helio Almeida, MBA's Ameriprise Financial Experience 2000 - 2005
Job Account Manager / Product Specialist at SunGard | Boston University MBA
Industry Financial Services
Experience
SunGard October 2013 - Present
SunGard January 2012 - October 2013
Caritas Collective 2009 - 2009
Bank of America 2005 - 2009
Ameriprise Financial 2000 - 2005
American Express Financial Advisors 2000 - 2005
Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management
Education
Boston University - School of Management 2007 — 2010
MBA
University of Massachusetts Boston 1994 — 2000
BS Management, Marketing
Cambridge Rindge & Latin School 1990 — 1994
SunGard October 2013 - Present
SunGard January 2012 - October 2013
Caritas Collective 2009 - 2009
Bank of America 2005 - 2009
Ameriprise Financial 2000 - 2005
American Express Financial Advisors 2000 - 2005
Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management
Education
Boston University - School of Management 2007 — 2010
MBA
University of Massachusetts Boston 1994 — 2000
BS Management, Marketing
Cambridge Rindge & Latin School 1990 — 1994
Casey D. Clarke, CFP®, ChFC®, CRPC®, AWMA®'s Ameriprise Financial Experience August 1998 - September 2010
Job Managing Principal
Industry Financial Services
Experience
Cadence Wealth Management, LLC October 2010 - Present
Ameriprise Financial August 1998 - September 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Retirement, Asset Allocation, Investment Advisory, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Investments, Mutual Funds, Securities, Charities, Saving for Education, Insurance, Wealth, Financial Goals, Personal Finance, Asset Protection
Education
College for Financial Planning 2007 — 2007
AWMA
College for Financial Planning 2006 — 2006
CRPC
College for Financial Planning 2002 — 2005
ChFC
The American College 2002 — 2003
CFP
Bryant University 1994 — 1998
BS, Finance/Investments
Cadence Wealth Management, LLC October 2010 - Present
Ameriprise Financial August 1998 - September 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Retirement, Asset Allocation, Investment Advisory, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Investments, Mutual Funds, Securities, Charities, Saving for Education, Insurance, Wealth, Financial Goals, Personal Finance, Asset Protection
Education
College for Financial Planning 2007 — 2007
AWMA
College for Financial Planning 2006 — 2006
CRPC
College for Financial Planning 2002 — 2005
ChFC
The American College 2002 — 2003
CFP
Bryant University 1994 — 1998
BS, Finance/Investments
Robert Ashpole's Ameriprise Financial Experience September 2008 - January 2011
Job Branch Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
JP Morgan Chase May 2010 - November 2012
Ameriprise Financial September 2008 - January 2011
Wells Fargo Bank December 2004 - September 2008
Skills
Branch Banking, Finance, Retail Banking, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Sales Management, Relationship Management, Consumer Lending, Mortgage Lending, Wealth Management, Insurance
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, MIS, Business Admin
Bank of America November 2012 - Present
JP Morgan Chase May 2010 - November 2012
Ameriprise Financial September 2008 - January 2011
Wells Fargo Bank December 2004 - September 2008
Skills
Branch Banking, Finance, Retail Banking, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Sales Management, Relationship Management, Consumer Lending, Mortgage Lending, Wealth Management, Insurance
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, MIS, Business Admin
Lisa Boomgaarden's Ameriprise Financial Experience February 2007 - June 2010
Job Business Analyst Retail Payments Services
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial February 2007 - June 2010
IBM January 2000 - February 2007
Skills
IBM Mainframe, DB2, Mainframe, Disaster Recovery, z/OS, Fileaid, JCL, MVS, Program Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, Visio, Requirements Analysis, Business Analysis
Education
Brown College 1998 — 2000
Certificate of Computer Programming, Technology
Pillsbury College 1984 — 1988
BA, Business Administration
U.S. Bank July 2015 - Present
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial February 2007 - June 2010
IBM January 2000 - February 2007
Skills
IBM Mainframe, DB2, Mainframe, Disaster Recovery, z/OS, Fileaid, JCL, MVS, Program Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, Visio, Requirements Analysis, Business Analysis
Education
Brown College 1998 — 2000
Certificate of Computer Programming, Technology
Pillsbury College 1984 — 1988
BA, Business Administration
Nicole Hurt's Ameriprise Financial Experience July 2003 - April 2007
Job Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Thuy Le MBA,CRPC®,APMA®'s Ameriprise Financial Experience October 2005 - Present
Job Private Wealth Advisor / Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial October 2005 - Present
American Express Financial Advisor August 2003 - October 2005
Skills
Strategic Planning
Education
University of California, Santa Cruz 2005 — 2007
Financial Planning
San Jose State University 2001 — 2003
BS, Finance
California Lutheran University
Master of Business Administration (MBA), Financial Planning
Ameriprise Financial October 2005 - Present
American Express Financial Advisor August 2003 - October 2005
Skills
Strategic Planning
Education
University of California, Santa Cruz 2005 — 2007
Financial Planning
San Jose State University 2001 — 2003
BS, Finance
California Lutheran University
Master of Business Administration (MBA), Financial Planning
Joshua Keidan, CPA's Ameriprise Financial Experience May 2008 - August 2008
Job Manager of Finance at Atlanta Dream WNBA
Industry Sports
Experience
Atlanta Dream WNBA November 2014 - Present
Ernst & Young September 2010 - November 2014
Hanover Insurance Group May 2009 - August 2009
Boston University 2009 - 2009
Ameriprise Financial May 2008 - August 2008
Kohn, Roseth, and Associates May 2007 - August 2007
Vector Marketing June 2006 - August 2007
Skills
Certified Public..., Microsoft Excel, CPA, Accounting, Financial Analysis, QuickBooks, Finance, Access, Marketing, Leadership, Direct Sales, Referrals, Public Speaking, Microsoft Office, Sales, Customer Service, Auditing, PowerPoint, Analysis, Management
Education
Boston University 2006 — 2010
Bachelors of Science, Accounting and Finance
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration
Atlanta Dream WNBA November 2014 - Present
Ernst & Young September 2010 - November 2014
Hanover Insurance Group May 2009 - August 2009
Boston University 2009 - 2009
Ameriprise Financial May 2008 - August 2008
Kohn, Roseth, and Associates May 2007 - August 2007
Vector Marketing June 2006 - August 2007
Skills
Certified Public..., Microsoft Excel, CPA, Accounting, Financial Analysis, QuickBooks, Finance, Access, Marketing, Leadership, Direct Sales, Referrals, Public Speaking, Microsoft Office, Sales, Customer Service, Auditing, PowerPoint, Analysis, Management
Education
Boston University 2006 — 2010
Bachelors of Science, Accounting and Finance
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration
Alyson Ross, CFP(R), JD, LLM, MBA, CDFA's Ameriprise Financial Experience September 1995 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1995 - Present
Borders and Ross June 1989 - June 1994
Education
Boston University School of Law 1987 — 1989
LLM, Taxation
Boston College Law School 1980 — 1983
JD, Law
Old Dominion University 1977 — 1980
MBA, Business Administration
Georgetown University 1969 — 1973
BS, Languages
Ameriprise Financial September 1995 - Present
Borders and Ross June 1989 - June 1994
Education
Boston University School of Law 1987 — 1989
LLM, Taxation
Boston College Law School 1980 — 1983
JD, Law
Old Dominion University 1977 — 1980
MBA, Business Administration
Georgetown University 1969 — 1973
BS, Languages
Joe Mellano's Ameriprise Financial Experience June 2006 - January 2007
Job Intramural Flag Football and Basketball Official at Brown University
Industry Motion Pictures and Film
Experience
Brown University September 2007 - Present
ABC Studios June 2008 - August 2008
Ameriprise Financial June 2006 - January 2007
Mellano Co. June 2004 - August 2005
Education
Brown University 2006 — 2010
BA, COE (Commerce, Organizations, and Entrepreneurship)
Brown University September 2007 - Present
ABC Studios June 2008 - August 2008
Ameriprise Financial June 2006 - January 2007
Mellano Co. June 2004 - August 2005
Education
Brown University 2006 — 2010
BA, COE (Commerce, Organizations, and Entrepreneurship)
Penny White's Ameriprise Financial Experience September 1998 - Present
Job Executive Assistant at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial September 1998 - Present
Skills
Executive..., Administrative..., Office Management, Lotus Notes, Spreadsheets, Customer Service, Outlook, Microsoft Excel, Access, PeopleSoft, Calendaring, PowerPoint, Travel Arrangements, Microsoft Word, Calendars, Concur, Written Correspondence, Organization &...
Education
University of Phoenix 2006 — 2008
Associate's degree, Business Administration and Management, General
Bradford School 1982 — 1983
Certificate, Co-op Honors Programs
Ameriprise Financial September 1998 - Present
Skills
Executive..., Administrative..., Office Management, Lotus Notes, Spreadsheets, Customer Service, Outlook, Microsoft Excel, Access, PeopleSoft, Calendaring, PowerPoint, Travel Arrangements, Microsoft Word, Calendars, Concur, Written Correspondence, Organization &...
Education
University of Phoenix 2006 — 2008
Associate's degree, Business Administration and Management, General
Bradford School 1982 — 1983
Certificate, Co-op Honors Programs
Aaron Rousseau's Ameriprise Financial Experience September 2006 - October 2009
Job Associate Pastor at Trinity United Methodist Church
Industry Religious Institutions
Experience
Trinity United Methodist Church July 2013 - Present
Spring of Life UMC January 2007 - June 2013
Ameriprise Financial September 2006 - October 2009
Skills
Public Speaking, Leadership, Leadership Development, Preaching, Nonprofits, Fundraising, Microsoft Excel, Community Outreach, Volunteer Management, Customer Service, Microsoft Word, Microsoft Office, Teaching, Event Planning, Series 7
Education
Asbury Theological Seminary 2009 — 2013
Master of Divinity (M.Div.)
Brenau University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Trinity United Methodist Church July 2013 - Present
Spring of Life UMC January 2007 - June 2013
Ameriprise Financial September 2006 - October 2009
Skills
Public Speaking, Leadership, Leadership Development, Preaching, Nonprofits, Fundraising, Microsoft Excel, Community Outreach, Volunteer Management, Customer Service, Microsoft Word, Microsoft Office, Teaching, Event Planning, Series 7
Education
Asbury Theological Seminary 2009 — 2013
Master of Divinity (M.Div.)
Brenau University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
William (Bill) Considine's Ameriprise Financial Experience June 2008 - Present
Job RVP Retirement Wealth Strategies at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
Ameriprise Financial June 2008 - Present
Wachovia Bank June 2004 - May 2008
Great-West Retirement Services 2003 - 2004
Morgan Stanley 1998 - 2002
Prudential Securities 1991 - 1998
Skills
401k, Series 7, Series 63, Series 6, Retirement, Retirement Planning, Mutual Funds, Wealth Management..., Strategic Financial..., Pensions
Education
Manhattan College 1993 — 1996
MBA, Accounting
Boston College 1987 — 1991
BS, Finance and Marketing
Kristin Mesgleski's Ameriprise Financial Experience May 2004 - February 2009
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
Ben Dreyfuss's Ameriprise Financial Experience January 2009 - Present
Job Intern at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial January 2009 - Present
Trialpha Asset Management May 2008 - July 2008
Education
Brandeis University 2007 — 2011
Ameriprise Financial January 2009 - Present
Trialpha Asset Management May 2008 - July 2008
Education
Brandeis University 2007 — 2011
Leslie Jensen's Ameriprise Financial Experience November 2007 - Present
Job Network Engineering Team Lead at Ameriprise Financial
Industry Telecommunications
Experience
Ameriprise Financial November 2007 - Present
Ameriprise Financial January 2005 - November 2007
American Express Financial Advisors 1995 - 2007
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Enterprise Architecture, Cloud Computing, IT Operations, IT Strategy, Disaster Recovery, Microsoft Office, Virtualization, Integration, Leadership, Process Improvement, Visio
Education
Bowling Green State University 1982 — 1986
BS, Computer Science
Ameriprise Financial November 2007 - Present
Ameriprise Financial January 2005 - November 2007
American Express Financial Advisors 1995 - 2007
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Enterprise Architecture, Cloud Computing, IT Operations, IT Strategy, Disaster Recovery, Microsoft Office, Virtualization, Integration, Leadership, Process Improvement, Visio
Education
Bowling Green State University 1982 — 1986
BS, Computer Science
Terence Kita, MBA, CFP®, CDFA™, APMA®'s Ameriprise Financial Experience May 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2002 - Present
Carpenter Technology 1997 - 2000
Cabot Performance Materials 1994 - 1997
CitiSteel USA 1991 - 1996
Lukens Steel 1985 - 1991
Arthur Andersen Consulting Division September 1982 - June 1985
Ocean City Beach Patrol 1978 - 1982
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance and Accounting
Ameriprise Financial May 2002 - Present
Carpenter Technology 1997 - 2000
Cabot Performance Materials 1994 - 1997
CitiSteel USA 1991 - 1996
Lukens Steel 1985 - 1991
Arthur Andersen Consulting Division September 1982 - June 1985
Ocean City Beach Patrol 1978 - 1982
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance and Accounting
Shon Williams's Ameriprise Financial Experience 2006 - 2008
Job Customer Analysis | Marketing Analysis | Credit Risk Management | Statistical Modeling | Profit Optimization
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Oak Creek Analytic Solutions April 2012 - March 2014
Capital One April 2010 - March 2012
Ameriprise Financial 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2006
American Express 2002 - 2004
American Express 2002 - 2002
American Express 1997 - 2002
Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Segmentation, Credit, Strategy, Analytics, Analysis, Econometrics, Financial Risk, Basel II, Risk Management, Business Intelligence, Logistic Regression, Leadership, Credit Risk, Portfolio Management, CRM, Valuation, Statistics, Cross-functional Team..., Time Series Analysis, Data Mining, Banking, Finance, Management, Credit Cards, Marketing Analytics
Education
Texas A&M University
Ph.D, Agricultural Economics
BYU
B.S, M.S., Agricultural Economics
JPMorgan Chase March 2014 - Present
Oak Creek Analytic Solutions April 2012 - March 2014
Capital One April 2010 - March 2012
Ameriprise Financial 2006 - 2008
Ameriprise Financial Services, Inc. 2004 - 2006
American Express 2002 - 2004
American Express 2002 - 2002
American Express 1997 - 2002
Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Segmentation, Credit, Strategy, Analytics, Analysis, Econometrics, Financial Risk, Basel II, Risk Management, Business Intelligence, Logistic Regression, Leadership, Credit Risk, Portfolio Management, CRM, Valuation, Statistics, Cross-functional Team..., Time Series Analysis, Data Mining, Banking, Finance, Management, Credit Cards, Marketing Analytics
Education
Texas A&M University
Ph.D, Agricultural Economics
BYU
B.S, M.S., Agricultural Economics
Christy Curran's Ameriprise Financial Experience June 2010 - Present
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2010 - Present
Heritage Construction and Development June 2003 - October 2010
Fidelity Investments January 1999 - January 2003
Fidelity Capital Markets January 1997 - January 1999
Fidelity Capital Markets January 1995 - January 1997
Fidelity Capital Markets January 1988 - January 1995
Fidelity Capital Markets January 1986 - January 1988
Fidelity Capital Markets January 1985 - January 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Accounting, Marketing
McGill University
Bachelor of Arts, English Literature
CARROLL GRADUATE SCHOOL OF BUSINESS AT BOSTON COLLEGE
Master of Business Administration (MBA)
Ameriprise Financial June 2010 - Present
Heritage Construction and Development June 2003 - October 2010
Fidelity Investments January 1999 - January 2003
Fidelity Capital Markets January 1997 - January 1999
Fidelity Capital Markets January 1995 - January 1997
Fidelity Capital Markets January 1988 - January 1995
Fidelity Capital Markets January 1986 - January 1988
Fidelity Capital Markets January 1985 - January 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Accounting, Marketing
McGill University
Bachelor of Arts, English Literature
CARROLL GRADUATE SCHOOL OF BUSINESS AT BOSTON COLLEGE
Master of Business Administration (MBA)
Christine Light's Ameriprise Financial Experience August 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2006 - Present
Education
Bryn Mawr College 1967 — 1971
AB, Latin
Ameriprise Financial August 2006 - Present
Education
Bryn Mawr College 1967 — 1971
AB, Latin
Brandon Boone's Ameriprise Financial Experience December 2006 - November 2007
Job OSI Restaurant Partners, LLC at OSI
Industry Information Technology and Services
Experience
AVIT Partners LLC July 2014 - Present
OSI November 2011 - Present
Boone Can Fix It 2007 - Present
US Oncology September 2010 - August 2011
Cargill November 2007 - December 2009
Ameriprise Financial December 2006 - November 2007
Boston Scientific January 2006 - December 2006
Best Buy October 2005 - January 2006
Money Gram June 2005 - October 2005
Target Corp January 2005 - May 2005
Skills
Troubleshooting, Active Directory, Software Documentation, XP, Network Administration, DNS, Servers, VPN, Cisco Technologies, Data Center, Technical Support, Computer Hardware, SharePoint, DHCP, Vendor Management, Networking, Routers, IT Service Management, Help Desk Support, Windows XP
Education
Brown College 2000 — 2002
Associates, Digital/analog Electronics & Telecom
North High School 1996 — 2000
Diploma, Math/Science/Technology
AVIT Partners LLC July 2014 - Present
OSI November 2011 - Present
Boone Can Fix It 2007 - Present
US Oncology September 2010 - August 2011
Cargill November 2007 - December 2009
Ameriprise Financial December 2006 - November 2007
Boston Scientific January 2006 - December 2006
Best Buy October 2005 - January 2006
Money Gram June 2005 - October 2005
Target Corp January 2005 - May 2005
Skills
Troubleshooting, Active Directory, Software Documentation, XP, Network Administration, DNS, Servers, VPN, Cisco Technologies, Data Center, Technical Support, Computer Hardware, SharePoint, DHCP, Vendor Management, Networking, Routers, IT Service Management, Help Desk Support, Windows XP
Education
Brown College 2000 — 2002
Associates, Digital/analog Electronics & Telecom
North High School 1996 — 2000
Diploma, Math/Science/Technology
Joshua Min's Ameriprise Financial Experience July 2010 - October 2010
Job UCLA Law Student, JD Expected 2014
Industry Law Practice
Experience
Kingsley & Kingsley May 2013 - August 2013
Supreme Court, Bronx County May 2012 - August 2012
Suspension Representation Program January 2012 - May 2012
Ameriprise Financial July 2010 - October 2010
Education
University of California, Los Angeles - School of Law 2012 — 2014
Doctor of Law (J.D.)
Brooklyn Law School 2011 — 2012
Law
University of California, San Diego 2006 — 2010
Kingsley & Kingsley May 2013 - August 2013
Supreme Court, Bronx County May 2012 - August 2012
Suspension Representation Program January 2012 - May 2012
Ameriprise Financial July 2010 - October 2010
Education
University of California, Los Angeles - School of Law 2012 — 2014
Doctor of Law (J.D.)
Brooklyn Law School 2011 — 2012
Law
University of California, San Diego 2006 — 2010
Jason Gedert's Ameriprise Financial Experience September 1997 - Present
Job Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Education
Bowling Green State University 1992 — 1997
B.B.A, Finance
Ameriprise Financial September 1997 - Present
Education
Bowling Green State University 1992 — 1997
B.B.A, Finance
Shannon Eagle's Ameriprise Financial Experience May 2010 - Present
Job Field Auditor at Central States Funds
Industry Higher Education
Experience
Central States Funds June 2011 - Present
Ameriprise Financial May 2010 - Present
Education
Bowling Green State University 2007 — 2011
BSBA, Accounting
Central States Funds June 2011 - Present
Ameriprise Financial May 2010 - Present
Education
Bowling Green State University 2007 — 2011
BSBA, Accounting
Chris Gosselin's Ameriprise Financial Experience September 2007 - July 2008
Job North America Corporate Channels at Startech.com at StarTech.com
Industry Information Technology and Services
Experience
StarTech.com June 2013 - Present
Belkin August 2012 - May 2013
CDW-G July 2008 - August 2012
Ameriprise Financial September 2007 - July 2008
Vision Mortgage Company February 2007 - June 2007
Amstar Mortgage Company May 2006 - February 2007
Ameriquest Mortgage Company July 2005 - May 2006
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Neurobiology and Physiology
Broome Community College
Associate of Science, Engineering Science
StarTech.com June 2013 - Present
Belkin August 2012 - May 2013
CDW-G July 2008 - August 2012
Ameriprise Financial September 2007 - July 2008
Vision Mortgage Company February 2007 - June 2007
Amstar Mortgage Company May 2006 - February 2007
Ameriquest Mortgage Company July 2005 - May 2006
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Neurobiology and Physiology
Broome Community College
Associate of Science, Engineering Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.