Ameriprise Financial

Industry: Financial services company

Description

Ameriprise 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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4,651 Ameriprise Financial employees in database. Find out everything there's to know about Ameriprise Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Employees

Employee
Years
Job
Industry
Cody Johnson, CRPC Cody Johnson, CRPC Appleton, Wisconsin Details
Cody Johnson, CRPC's Ameriprise Financial Experience March 2008 - Present
Job Financial Advisor at LifeSpan Financial Group, a division of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   March 2008 - Present

Education
University of Wisconsin-Oshkosh   2004 — 2008
Bachelor's of Business Administration, Finance

College for Financial Planning
Chartered Retirement Planning Counselor

Yvette Leslie Yvette Leslie Dallas/Fort Worth Area Details
Yvette Leslie's Ameriprise Financial Experience June 2002 - May 2006
Job Field Compliance Manager at CUNA Brokerage Services Inc.
Industry Financial Services
Experience
CUNA Brokerage Services Inc.  July 2010 - Present
1st Global  June 2006 - April 2009
Ameriprise Financial   June 2002 - May 2006
Ameriprise Financial Services, Inc.   June 2002 - May 2006

Skills
Leadership, Financial Services, Securities, Insurance, Investments

Education
Chicago State University
Bachelor's degree, Marketing

Eric Negron, AWMA® Eric Negron, AWMA® Austin, Texas Area Details
Eric Negron, AWMA®'s Ameriprise Financial Experience October 2009 - August 2013
Job Managing Partner at Pioneer Wealth Solutions
Industry Investment Management
Experience
Pioneer Wealth Solutions   June 2014 - Present
Atlantic Capital Advisors, LLC   August 2013 - Present
The First Tee of Greater Austin  November 2013 - Present
Greater Austin Senior Alliance   January 2012 - August 2013
Ameriprise Financial   October 2009 - August 2013
Colonial Brokerage  January 2006 - October 2009

Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement, Asset Management, Finance, Insurance, Asset Allocation, Financial Services, Management, Small Business, Training, Equities, Wealth, Wealth Management..., Tax, Disability Insurance, Sales, Real Estate, Risk Management, High Net Worth..., Series 7, Investment Advisory, Employee Benefits, Mutual Funds, 401k, Portfolio Management, Long Term Care Insurance, Alternative Investments, IRAs, Financial Planners, Mortgage Lending, Options, Banking, Relationship Management, Credit, Roth IRA, 529 Plans, Bonds, Life Insurance, 401k Rollovers, Financial Advisory, Investment Strategies, Retirement Planning, Fixed Annuities, Securities, Investment Management, ETFs, Wealth Accumulation

Education
The American College   2011 — 2014
Certified Financial Planner Practitioner, Financial Planning

College for Financial Planning   2009 — 2010
Acredited Wealth Management Advisor AWMA®, High Networth Financial Planning

Florida Gulf Coast University   2002 — 2008
Finance and Economics

Satish Singh, CFP® Satish Singh, CFP® Cleveland/Akron, Ohio Area Details
Satish Singh, CFP®'s Ameriprise Financial Experience December 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   December 2008 - Present
H&R Block Financial Advisors  June 1998 - December 2008
First Federal of Lakewood  May 1997 - June 1998

Education
Cleveland State University   1993 — 1995
ba, Economics

North Olmsted High School

Bryan Webster, CFP®, AIF®, CRPS®, MBA Bryan Webster, CFP®, AIF®, CRPS®, MBA Greater Minneapolis-St. Paul Area Details
Bryan Webster, CFP®, AIF®, CRPS®, MBA's Ameriprise Financial Experience 1986 - 2005
Job Retirement Plan Sales & Relationship Management Executive
Industry Financial Services
Experience
MWI Consulting, LLC   July 2012 - June 2013
UnitedHealth Group - OptumHealth Financial Services   2009 - 2012
Wipfli Hewins Investment Advisors   2007 - 2009
MWI Consulting, LLC   2006 - 2007
Ameriprise Financial   1986 - 2005

Skills
Retirement Planning, Asset Allocation, Investment Advisory, Investments, Insurance, Financial Services, Financial Advisory, Business Strategy, Business Planning, Business Development, Financial Analysis, Strategic Financial..., Strategic Planning, 401(k) Plans, Retirement Plan..., Relationship Management, Investment Policy..., Investment Fiduciary, ERISA, Consultative Selling, Team Leadership, Target Date Funds, Client Service Oriented, Marketing Strategy, Due Diligence, Fiduciary Management, Qualified Retirement..., Financial Markets, Non-Qualified Deferred..., Health Savings Accounts, Accountable Care, Health Wealth..., Mutual Funds, Financial Planning, Financial Advisor..., Business Owner Insurance, Buy / Sell Planning, Business Valuation, Mergers & Acquisitions, Cross-functional Team..., Executive Management, Retirement, Strategy, Leadership, Finance, Wealth Management, Management

Education
University of Minnesota - Carlson School of Management
Masters of Business Administration, Strategic Management

Minnesota State University, Mankato
Bachelor of Science, Business Administration

College for Financial Planning
Certified Financial Planner (CFP®)

Fi360
Accredited Investment Fiduciary (AIF®)

College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®)

Edward W Ochoa, CFP®, CDFA™ Edward W Ochoa, CFP®, CDFA™ Indianapolis, Indiana Area Details
Edward W Ochoa, CFP®, CDFA™'s Ameriprise Financial Experience November 1990 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   November 1990 - Present
Marine Bank of Champaign-Urbana   1988 - 1990

Skills
Finance, Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Series 7, Mutual Funds, Team Building, Strategic Planning, Investments

Education
Illinois State University   1982 — 1987
Bachelor of Science, Finance and Economics

College for Financial Planning
CFP Professional Edcuation Program

Schlarman High School

Zachary Burd Zachary Burd Portland, Maine Area Details
Zachary Burd's Ameriprise Financial Experience June 2006 - December 2007
Job Financial Advisor, CFP®, CRPC, CLTC at Ameriprise Financial Advisors
Industry Financial Services
Experience
Burd & Dalessandro, A financial advisory practice of Ameriprise Financial Services, Inc.   September 2003 - Present
Ameriprise Financial   June 2006 - December 2007

Education
College for Financial Planning   2008 — 2012
Certified Financial Planner, Financial Planning

University of Vermont   1999 — 2003
Bachelors, Small Business, Animal Sciences

Renee Sherman, CFP®, ChFC® Renee Sherman, CFP®, ChFC® Baltimore, Maryland Area Details
Renee Sherman, CFP®, ChFC®'s Ameriprise Financial Experience 2005 - 2010
Job Managing Partner, MetLife Premier Client Group of the Mid Atlantic
Industry Financial Services
Experience
MetLife Premier Client Group of the Mid Atlantic   2010 - Present
Ameriprise Financial   2005 - 2010
Ameriprise Financial Advisors  1994 - 2004

Skills
Series 7, Series 63,..., Certified Financial..., Chartered Financial..., Chartered Retirement..., Life & Health Insurance...

Education
Charter Oak State College
Bachelor of Science (BS), Financial Services

College for Financial Planning
CFP®, Certified Financial Planner

Fisher College
Associate of Arts (AA)

Harvard Business School
Executive Education Program, High Potential Leaders Program

Ken Matsumoto Ken Matsumoto Honolulu, Hawaii Details
Ken Matsumoto's Ameriprise Financial Experience June 2012 - June 2012
Job Student at Chapman University Argyros School of Business
Industry Translation and Localization
Experience
Central Pacific College  June 2010 - August 2014
Ameriprise Financial   June 2012 - June 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, English

Education
Chapman University   2013 — 2017

Chapman University   2013 — 2017
B.S, Business Administration; Entrepreneurship

Reid M Johnson Reid M Johnson Greater Denver Area Details
Reid M Johnson's Ameriprise Financial Experience January 2004 - January 2011
Job CEO | Certified Financial Planner at MBA Wealth Management, Inc.
Industry Financial Services
Experience
MBA Wealth Management, Inc.   January 2011 - Present
Ameriprise Financial   January 2004 - January 2011

Skills
Wealth Accumulation, Tax Management Strategy, Strategic Financial..., Social Security Income, Small Business, Retirement Income..., Qualified Retirement..., Protection..., Personal Finance, Multi-generational..., Investments, Executive Compensation..., Estate Planning, Education Funding, Charitable Gift Planning, Cash Flow

Education
Wheaton College   1994 — 1997
BM, Music, Business

College for Financial Planning

The American College

Robert Mauldin CFP CRPC Robert Mauldin CFP CRPC Orange County, California Area Details
Robert Mauldin CFP CRPC's Ameriprise Financial Experience October 2007 - December 2009
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management  September 2013 - Present
Mauldin Wealth Management   December 2012 - September 2013
JP Morgan Securities LLC  December 2009 - December 2012
Ameriprise Financial   October 2007 - December 2009
First Stop Financial   November 2006 - September 2007
Option One Mortgage  2004 - 2006
H&R Block Mortgage  2002 - 2004
First Stop Financial   1999 - 2002

Skills
Retirement Planning, Estate Planning, Investments

Education
University of California, Irvine
CFP, Financial Planning and Services

University of Phoenix   2009 — 2011
Bachelors, Business/Finance

College for Financial Planning   2008 — 2009
CRPC, Retirement planning

Moorpark College   2000 — 2003

Robyn Green, CPC, ACC Robyn Green, CPC, ACC Greater Minneapolis-St. Paul Area Details
Robyn Green, CPC, ACC's Ameriprise Financial Experience 1981 - 1991
Job Certified Professional Coach, Group Facilitator & Trainer│Coaching Life & Career Transition; Communication, Leadership
Industry Professional Training & Coaching
Experience
Primary Solutions, LLC - A Coaching & Development Company   February 2007 - Present
University of St. Catherine - Leadership Institute   March 2013 - Present
Twin Cities RISE!  2005 - 2007
Self Employed & Community Volunteer   1991 - 2005
Ameriprise Financial   1981 - 1991

Skills
Leadership Development, Coaching, Personal Development, Workshop Facilitation, Executive Coaching, Career Transitioning, Team Effectiveness..., Insights Personality..., Energy Leadership Index..., Interview coaching, Life Coaching, Personal Impact Training, Life transitions..., Public Speaking, Job Coaching, Employee Relations, Human Resources, Organizational..., Training, Employee Engagement, Recruiting, Career Counseling, Team Building, Management, Strategy, Performance Management, Leadership, Career Development, Training Delivery, Talent Management, Business Development, Consulting, Conflict Resolution, MBTI, Employee Training, Staff Development, Emotional Intelligence, 360 Feedback, Instructional Design, Management Development, Change Management, Resume Writing, Business Coaching, Executive Development, Organizational..., Onboarding, Marketing, Motivational Speaking, Nonprofits, Presentation Coaching

Education
iPEC - Institute for Professional Excellence in Coaching   2009 — 2010
CPC, Corporate & Life Coaching; specializing in life & career transitions

University of Saint Thomas - Center for Nonprofit Management   2004 — 2005
Mini-MBA for Nonprofit Management

College for Financial Planning
Certified Financial Planner (CFP), Financial & Estate Planning

St. Catherine University
Marketing/Financial Management

Kristen Salt, CFP®, ChFC® Kristen Salt, CFP®, ChFC® Portland, Oregon Area Details
Kristen Salt, CFP®, ChFC®'s Ameriprise Financial Experience November 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   November 1993 - Present
Ameriprise Financial   March 1997 - December 2000

Education
Clemson University   1991 — 1992
Masters of Arts, Economics

Clemson University   1987 — 1991
Bachelor of Arts, Economics

Peter Neeves, PhD Peter Neeves, PhD Syracuse, New York Area Details
Peter Neeves, PhD's Ameriprise Financial Experience March 2000 - April 2001
Job Senior Consultant Experts Platform at CentSai
Industry Management Consulting
Experience
CentSai   September 2015 - Present
Demand Studios Media   November 2009 - June 2015
Worlco Management Services, Inc   February 2009 - December 2009
Ameriprise Financial Services, Inc  July 1991 - December 2007
Ameriprise Financial   March 2000 - April 2001
Ameriprise Financial   April 1998 - March 2000
PJRMA, Inc   June 1989 - June 1991
Ogden Corp   August 1987 - June 1989
Ogden Corp   November 1982 - July 1987

Skills
Strategic Financial..., Coaching, Management, Insurance, Finance, Accounting, Budgets, Business Planning, Sales, Marketing, Executive Management, Customer Service, Financial Analysis, Training, Human Resources, Team Building, Public Speaking

Education
Walden University   2006 — 2015
Doctor of Philosophy, Management; Finance

Iona College   1985 — 1988
Master, Business Administration; Management Information Systems

Clarkson University   1978 — 1982
Bachelor of Science, Mechanical EngineeringManufacturing Systems Concentration

Senthilkumar Chokkalingam, PMP Senthilkumar Chokkalingam, PMP Plano, Texas Details
Senthilkumar Chokkalingam, PMP's Ameriprise Financial Experience July 2004 - December 2008
Job Account Manager
Industry Information Technology and Services
Experience
Infosys Ltd  August 1999 - Present
Toyota Motor Sales  December 2008 - January 2015
Ameriprise Financial   July 2004 - December 2008
Infosys Technologies Limited  January 2003 - June 2004
Ameriprise Financial   April 2001 - December 2002
Infosys Technologies Limited  August 1999 - April 2002

Skills
Program Management, PMP, PMO, Vendor Management, Global Delivery, Project Portfolio..., Automotive, Business Process, RFP, IT Strategy, Service Delivery, Infrastructure..., Business Development, Team Leadership, Contract Negotiation, Requirements Management, Manage Client..., CRM, IT Transformation, Information Security, Relationship Management, Pre-sales, Management, Software Development, Software Project..., Application Development, Application Management, Business Management, BFSI, Mentoring Of Staff, Matrix Management, Vendor Management Skills, IT Financial Management, SOX Compliancy, Integration Projects, Supply Chain, Scrum, Integration, Application Lifecycle..., SDLC, Resource Management, Requirements Gathering, Project Delivery, Requirements Analysis, CMMI, Cross-functional Team..., Release Management, IT Management

Education
Coimbatore Institute of Technology   1995 — 1999
B.Tech

Anita Gray, CFP® Anita Gray, CFP® Greater Seattle Area Details
Anita Gray, CFP®'s Ameriprise Financial Experience February 2008 - April 2009
Job CFP® Professional seeking career opportunity and Director of Volunteers for Sustainable Development USA (Voluntary)
Industry Financial Services
Experience
Empirical Wealth Management  October 2014 - January 2015
Fidelity Investments  September 2011 - May 2014
Retirement Educators   July 2011 - September 2011
TravelPost  June 2010 - January 2011
MHN Government Services  July 2009 - September 2009
Ameriprise Financial   February 2008 - April 2009
Ameriprise Financial   December 2005 - February 2008
Going Places  May 1993 - March 1998

Skills
Retirement Planning, Strategic Financial..., Strategy Development, Financial Planning, Customer Relations, Relationship Management, Investments, Planning, Series 7, Series 63, Sales, Customer Service, 401k, Process Improvement, Financial Services, Insurance, Analysis, Business Development, CRM, Training, Strategy, Project Planning, Leadership, Retirement, Coaching, Management, Marketing, Finance, Financial Planners, Investment Strategies, Investment Advisory, Strategic Planning

Education
College for Financial Planning   2008 — 2009
CERTIFIED FINANCIAL PLANNER

University of Colorado Boulder   2000 — 2003
BA, Psychology & Theatre

Aston College   1992 — 1993
Associate's, Business Administration

Cole Smith, CRPC® Cole Smith, CRPC® Washington D.C. Metro Area Details
Cole Smith, CRPC®'s Ameriprise Financial Experience 2007 - 2010
Job Wealth Planning Advisor
Industry Financial Services
Experience
Integrated Financial Partners  July 2010 - Present
Ameriprise Financial   2007 - 2010

Skills
Strategic Financial..., Independent Financial..., Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Business Owner Planning, Executive Benefit..., Small Business..., Non-Qualified Deferred..., Employee Benefits Design, Estate Planning, Retirement Planning, Portfolio Performance..., Long Term Care Insurance, Retirement, Wealth Management, Wealth, Finance, Employee Benefits, Portfolio Management, 401k, Personal Finance, Wealth Accumulation, Mutual Funds, Asset Management, Series 63, Asset Allocation, Series 7, Financial Goals, Uniform Combined State..., Investments, Qualified Retirement..., Financial Advisory, Investment Advisory, Investment Strategies, Series 65, Securities, IRAs, Fixed Annuities, Long-term Care, Financial Planning

Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

James Madison University
B.B.A., Finance

Randolph-Macon College
Economics, International Relations

John Adams, CFP®, CRPC® John Adams, CFP®, CRPC® Raleigh-Durham, North Carolina Area Details
John Adams, CFP®, CRPC®'s Ameriprise Financial Experience 2007 - November 2009
Job Financial Consultant at Adams Financial Partners
Industry Financial Services
Experience
Adams Financial Partners   June 2010 - Present
Ameriprise Financial Services, Inc.   November 2009 - June 2010
Ameriprise Financial   2007 - November 2009

Education
College for Financial Planning   2013 — 2014
CFP, Financial Planning

Michigan State University   2004 — 2007
Bachelor of Arts, Finance

Lee Brooks CFP, CRPC Lee Brooks CFP, CRPC Roanoke, Virginia Area Details
Lee Brooks CFP, CRPC's Ameriprise Financial Experience April 1989 - Present
Job Private Wealth Advisor /Franchise Owner of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   April 1989 - Present

Education
Hampden-Sydney College   1971 — 1975
Bachelor of Arts, Psychology

College for Financial Planning
Certified Financial Planner

College for Financial Planning
Chartered Retirement Planning Counselor

Jed Dewsnup, APMA Jed Dewsnup, APMA Greater Salt Lake City Area Details
Jed Dewsnup, APMA's Ameriprise Financial Experience 2006 - June 2012
Job Senior Vice President, Financial Advisor at WHF Wealth Management
Industry Financial Services
Experience
WHF Wealth Management   June 2012 - Present
Ameriprise Financial   2006 - June 2012
JB Sacs, inc.   2002 - 2007

Skills
Investments, Finance, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Investment Advisory, Fixed Annuities, 401k, Long-term Care, Securities, Investment Management, Financial Services, Alternative Investments, Life Insurance, Asset Allocation, Disability Insurance

Education
University of Utah   1998 — 2012
Bachelor of Science (BS)

College for Financial Planning   2012 — 2012
Accredited Portfolio Management Advisor (APMA), Portfolio Management

Jesse Catalano Jesse Catalano Greater Los Angeles Area Details
Jesse Catalano's Ameriprise Financial Experience January 2007 - October 2014
Job Recently relocated to Los Angeles
Industry Investment Management
Experience
Ameriprise Financial   January 2007 - October 2014
Strategies for Wealth  August 2012 - December 2012
Corinthian Capital Group  March 2011 - August 2011

Skills
Investments, Finance, Financial Modeling, Public Speaking, Microsoft Excel, Leadership, Valuation, Financial Analysis, Wealth Management, Private Equity, Mergers & Acquisitions, Strategic Financial..., Analysis, Estate Planning, Portfolio Management, Financial Advisory, Licensed Life & Health..., Social Media Marketing, Martial Arts Instruction, Self Defense Instruction, Digital Marketing, Creative...

Education
West Virginia University   2008 — 2012
Bachelor of Science, Finance

CIMBA   2011 — 2011
Bachelor's Degree, Accounting, International Finance, Marketing, Business Law and Italian, 4.0

Matthew R. Simon Matthew R. Simon Traverse City, Michigan Details
Matthew R. Simon's Ameriprise Financial Experience June 2001 - October 2012
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  September 2012 - Present
Ameriprise Financial   June 2001 - October 2012
H&R Block Financial Advisors  2001 - 2008

Skills
Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Series 7, Insurance, Wealth Management, Wealth, Retirement, Saving for Education, Fixed Annuities, Mutual Funds, Asset Allocation, Series 63, IRAs, 401k, Financial Advisory, Series 65, Bonds, Stocks, Securities, Strategic Financial..., Financial Planning

Education
The American College   2012 — 2015
CFP

Central Michigan University   1996 — 2001
BS, Business Administration

Micah Murrell Micah Murrell Lansing, Michigan Area Details
Micah Murrell's Ameriprise Financial Experience 1998 - Present
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial   1998 - Present
H&R Block Financial Advisors  1998 - 2008

Education
Central Michigan University   1995 — 1998

Doug Milbrath, CRPC® Doug Milbrath, CRPC® Greater Minneapolis-St. Paul Area Details
Doug Milbrath, CRPC®'s Ameriprise Financial Experience January 1998 - October 1999
Job Financial Advisor, Business Financial Advisor & Franchise Owner, Ameriprise Platinum Financial Services practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1991 - Present
American Liver Foundation  June 2009 - May 2011
American Liver Foundation  October 2001 - May 2009
Ameriprise Financial   January 1998 - October 1999
Ameriprise Financial   March 1994 - December 1997

Education
College for Financial Planning   2010 — 2010
CRPC, Retirement Planning

Luther College   1986 — 1990
BA, Management

David Weisman David Weisman Greater Minneapolis-St. Paul Area Details
David Weisman's Ameriprise Financial Experience October 1990 - May 2001
Job Owner Operator Retail Liquor
Industry Retail
Experience
MGM Wine & Spirits  June 2011 - Present
Carlson Marketing  September 2008 - November 2010
MotivAction  July 2007 - July 2008
Augeo Affinity Marketing  July 2006 - July 2007
Digital Marketing/BI   September 2004 - June 2006
U.S. Bank   May 2003 - June 2004
Conseco Finance  May 2001 - December 2003
Ameriprise Financial   October 1990 - May 2001

Skills
Retail, Loyalty Programs, Product Development, Interactive Marketing, Market Planning, Marketing, Lead Generation, Marketing Strategy, CRM, Analytics, Advertising, Online Marketing, B2B, B2B Marketing, Brand Management, Budgets, Customer Retention, Direct Marketing, Email Marketing, Integrated Marketing, Leadership, Management, Marketing Communications, Mobile Devices, New Business Development, Product Marketing, Program Management, Strategic Planning, Strategy, Team Leadership

Education
College for Financial Planning   1997 — 1998

University of Minnesota-Twin Cities   1984 — 1989
Bachelor of Arts, Mass Communication & Journalism

David Mendez Vivas del Cueto; CAMS®, CRPC® David Mendez Vivas del Cueto; CAMS®, CRPC® Tampa/St. Petersburg, Florida Area Details
David Mendez Vivas del Cueto; CAMS®, CRPC®'s Ameriprise Financial Experience January 2007 - February 2008
Job Vice President AML Business Trainer
Industry Financial Services
Experience
Citi  February 2012 - Present
Citi  February 2011 - February 2012
Citi  September 2010 - February 2011
FPO Consulting, Corp.   September 2009 - August 2010
BeltWide Incorporated   February 2008 - September 2009
Ameriprise Financial   January 2007 - February 2008
BeltWide Incorporated   October 2001 - January 2007
SISSA International   December 2000 - August 2001
SISSA International   January 1999 - November 2000
SISSA International   February 1998 - December 1998

Skills
CRPC, ACAMS, Strategic Planning, Negotiation, Planning, Financial Planning, Economics, Customer Relations, Analysis, Banking, Risk Management, Financial Analysis, Business Strategy, Asset Management, Process Improvement, Insurance, Marketing Strategy, Spanish, Product Development, Problem Solving, Team Leadership, Coaching, Forecasting, Compliance, Team Management, Investments, Research, Business Planning, Teamwork, Microsoft Office, Budgeting, Cross-functional Team..., International Business, Quality Assurance, Accounting, New Business Development, Sales Management, Budgets, Project Planning, Asset Managment, CAMS, AML, Due Diligence, Strategic Financial..., Training, Team Building, Operations Management, Marketing, Strategy, Portfolio Management

Education
Association of Certified Anti-Money Laundering Specialists   2011 — 2011
Certified Anti-Money Laundering Specialist® (CAMS), Banking and Financial Support Services, Certification

College for Financial Planning   2008 — 2008
CRPC, Financial

Universidad Anáhuac del Sur, A.C.   1995 — 1997
MBA, Business

Tecnológico de Monterrey   1990 — 1995
LEM, Marketing & Administration

Colegio Green Hills   1989 — 1990
High School, High School/Secondary Diplomas and Certificates

Tecnológico de Monterrey   1987 — 1990
GED, High School

Colegio Morelos de Cuernavaca AC   1986 — 1989
High School, High School/Secondary Diplomas and Certificates

Ali Whitehurst Ali Whitehurst San Francisco Bay Area Details
Ali Whitehurst's Ameriprise Financial Experience March 2009 - November 2010
Job Lead Recruiter at The Sourcery
Industry Staffing and Recruiting
Experience
The Sourcery  September 2015 - Present
Genentech  June 2013 - September 2015
The Sage Group (formerly Sage Consulting Associates)   July 2011 - June 2013
Google  November 2010 - May 2011
Ameriprise Financial   March 2009 - November 2010
Camp Edventure More  January 2009 - August 2009
Compass Education Group  July 2008 - November 2008
Mountain Camp  June 2005 - August 2006

Skills
Design Recruiting, Marketing Recruiting, Full-cycle Recruiting, Sourcing, Technical Recruiting, Research, Vendor Management, Negotiation, SDLC, Applicant Tracking..., Recruiting, Talent Acquisition, Internet Recruiting, Management, Training, CRM, Employee Relations, Talent Management, Interviews, Marketing, Human Resources, Start-ups, Strategy, Leadership, Screening Resumes, Business Development, College Recruiting, Temporary Placement, Benefits Negotiation, Program Management, Temporary Staffing, Lead Generation, Onboarding, Hiring, Screening, Contract Recruitment, Taleo, Staffing Services, Account Management, Employee Engagement, Building Relationships, Permanent Placement, Recruitment Advertising, Customer Retention, Performance Management, Process Improvement, Cross-functional Team..., Consulting, Resume Writing, Employee Training

Education
Colgate University   2004 — 2008
Bachelor of Arts, English Literature

Sorbonne IV   2007 — 2007

French American International School   1991 — 2004
Bilingual, International Baccalaureate

Michael J. Magnani CFP, ChFC, CLU Michael J. Magnani CFP, ChFC, CLU Greater New York City Area Details
Michael J. Magnani CFP, ChFC, CLU's Ameriprise Financial Experience 1999 - 2002
Job Amatuzzo Magnani Private Wealth Management
Industry Financial Services
Experience
Amatuzzo Magnani Private Wealth Management   1990 - Present
Yorktown Central School District  September 2006 - Present
Ameriprise Financial   1999 - 2002
Ameriprise Financial   1996 - 1999

Education
University at Buffalo   1985 — 1990
Bachelor of Arts, Economics

Lakeland High School   1981 — 1985

College for Financial Planning
CFP

The American College
ChFC, CLU

Edward Domanico, ChFC® CRPC® Edward Domanico, ChFC® CRPC® Greater New York City Area Details
Edward Domanico, ChFC® CRPC®'s Ameriprise Financial Experience October 2006 - March 2009
Job Field Vice President, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  October 2012 - Present
New England Financial of North Jersey   May 2011 - September 2012
Consultant  April 2010 - April 2011
MetLife  July 2009 - June 2010
Ameriprise Financial   October 2006 - March 2009
Ameriprise Financial   March 2000 - October 2006
American Express Financial Advisors  1998 - 2005
Ameriprise Financial   May 1998 - March 2000

Education
The American College   2009 — 2011
Chartered Financial Consultant, ChFC®

College for Financial Planning   2006 — 2006
CRPC®

Montclair State University   1992 — 1996
BA

New Jersey Life, Accident, Health, Property & Casualty Insurance License

County College of Morris
A.A.S.

Abby Lagermeier Abby Lagermeier Greater Minneapolis-St. Paul Area Details
Abby Lagermeier's Ameriprise Financial Experience December 2010 - February 2015
Job Brokerage Services ProfessionalII at Ameriprise Financial
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
EXPRESS  July 2010 - Present
Ameriprise Financial   December 2010 - February 2015
Iowa State University College of Liberal Arts and Sciences   January 2009 - May 2009
Securus Wealth Management   February 2003 - August 2008

Skills
Microsoft Office, Social Media, Marketing, Social Media Marketing, Event Planning, Marketing Communications, Customer Service, Social Networking, Public Relations, Marketing Strategy, Facebook, Time Management, Sales

Education
Iowa State University   2006 — 2010
Bachelor of Science (BS), Marketing

CIMBA   2009 — 2009
Marketing

Craig Uffelman, CFP, CRPC Craig Uffelman, CFP, CRPC San Francisco Bay Area Details
Craig Uffelman, CFP, CRPC's Ameriprise Financial Experience 1995 - 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
Ameriprise Financial Advisors  June 1999 - October 2009
Ameriprise Financial   1995 - 2008
Ameriprise Financial Services, Inc.   November 1995 - June 1999

Education
College for Financial Planning   1998 — 2007
CFP, CRPC, Financial Planning

Theological Studies   1979 — 1983
Theology

Layla Hirschfelt Layla Hirschfelt Greater Seattle Area Details
Layla Hirschfelt's Ameriprise Financial Experience 1995 - 2003
Job Senior Product Manager
Industry Financial Services
Experience
FTSE Russell  September 2007 - Present
The Standard  2007 - 2007
OCTFCU  2004 - 2007
Ameriprise Financial   1995 - 2003

Education
Chapman University
BA - Liberal Arts

University of Minnesota-Twin Cities
English

Bradford Maltby Jr., AAMS®, CMFC®, CLTC Bradford Maltby Jr., AAMS®, CMFC®, CLTC Greater Boston Area Details
Bradford Maltby Jr., AAMS®, CMFC®, CLTC's Ameriprise Financial Experience 2001 - 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present
Ameriprise Financial   2001 - 2006
PricewaterhouseCoopers  1998 - 2001

Education
Northeastern University   1994 — 1999
BSBA, Finance and Accounting

College for Financial Planning
AAMS, CMFC, Finance

J. Paxton DeMent, CFP® J. Paxton DeMent, CFP® Greater Atlanta Area Details
J. Paxton DeMent, CFP®'s Ameriprise Financial Experience August 1999 - 2001
Job Independent Medicare Specialist
Industry Investment Management
Experience
Self Employed  September 2014 - Present
Various Companies  January 2014 - Present
NestWise  2013 - 2013
Capital Research Advisors, LLC   2010 - 2012
Varn Investment Counsel, Inc   2001 - 2010
Ameriprise Financial   August 1999 - 2001

Skills
Asset Management, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income, Strategy, Investments, Securities, Investment Management, ETFs, Asset Managment, Asset Allocation, Technical Analysis, Investment Strategies, Financial Advisory, Options, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Series 7, Series 65, Mutual Funds, Mergers & Acquisitions

Education
College for Financial Planning   2006 — 2007
CFP, Financial Planning

St Andrews-Sewanee School   1982 — 1984

Millsaps College
BBA, Business Administration

Bob Chambers, CFP® Bob Chambers, CFP® Little Rock, Arkansas Area Details
Bob Chambers, CFP®'s Ameriprise Financial Experience November 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial   November 2007 - Present
Fidelity Information Services  September 2002 - September 2004
Alltel Information Services  June 1993 - May 2002
Union National Bank of Little Rock   December 1978 - June 1993

Education
College for Financial Planning   2005 — 2007
CFP Certification Professional Education Program

University of Arkansas at Little Rock   1979 — 1984
B.S., computer science

Sewanee-The University of the South   1974 — 1978
B.A., history

Little Rock Hall High School   1972 — 1974
High School/Secondary Diplomas and Certificates

Duevorn Harris Duevorn Harris Greater Philadelphia Area Details
Duevorn Harris's Ameriprise Financial Experience December 2005 - February 2006
Job Switch Technician II at Cricket Communications
Industry Computer Networking
Experience
Cricket Communications  January 2011 - June 2012
Pershing Managed Account Solutions  July 2007 - June 2008
Pershing Managed Account Solutions  April 2007 - June 2007
Assent LLC  March 2006 - March 2007
Ameriprise Financial   December 2005 - February 2006

Skills
Customer Service, Wireless Networking, Microsoft Office, IP, Management, Telecommunications, Networking, Wireless, Mobile Devices, Call Centers, VoIP, SIP, Vendor Management, Switches

Education
Colgate University   1997 — 2004
Philosophy and Religion

Eric R. Gill, CRPC® Eric R. Gill, CRPC® Phoenix, Arizona Area Details
Eric R. Gill, CRPC®'s Ameriprise Financial Experience November 2005 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   November 2005 - Present

Education
College for Financial Planning
CRPC

Joshua Benet, CFP®, AIF® Joshua Benet, CFP®, AIF® Greater Boston Area Details
Joshua Benet, CFP®, AIF®'s Ameriprise Financial Experience April 2003 - January 2009
Job Partner at Harvest Wealth Management
Industry Financial Services
Experience
Harvest Wealth Management   January 2009 - Present
Ameriprise Financial   April 2003 - January 2009
Deloitte & Touche  June 1999 - October 2001

Skills
Wealth Management, Investments, Finance, Financial Services, Securities, Asset Allocation, Public Relations, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Alternative Investments

Education
Colgate University   1997 — 1999
BA, Economics, Sociology

Emory University   1995 — 1997
Economics

Devin B. Mullane Devin B. Mullane Columbus, Ohio Area Details
Devin B. Mullane's Ameriprise Financial Experience October 2009 - April 2010
Job Regional Supervision Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2014 - Present
JPMorgan Chase  September 2013 - April 2014
Chase Investment Services Corp.  October 2010 - September 2013
MetLife  April 2010 - October 2010
Ameriprise Financial   October 2009 - April 2010
Ameriprise Financial   February 2008 - April 2010
Ameriprise Financial   April 2005 - February 2008

Education
College for Financial Planning   2008 — 2008
CRPC®, Chartered Retirement Planning Counselor (SM)

Western Michigan University - Haworth College of Business   2003 — 2006
Bachelor of Business Administration (BBA), Majors: Personal Financial Planning and Sales and Business Marketing, Minor: Economics

Bob Watral, CFP, CDFA, APMA Bob Watral, CFP, CDFA, APMA Raleigh-Durham, North Carolina Area Details
Bob Watral, CFP, CDFA, APMA's Ameriprise Financial Experience November 2010 - Present
Job CERTIFIED FINANCIAL PLANNER practitioner / Certified Divorce Financial Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial   November 2010 - Present
Morgan Stanley Wealth Management  May 1986 - November 2010
U. S. Marine Corps   May 1979 - April 1986

Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Finance, Small Business, Certified Financial..., Series 7, Financial Planners, Wealth Management, Registered Investment..., Certified Divorce..., Long-term Care, Retirement, Series 65, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, IRAs, Investment Management, FINRA, 401k, Estate Planning, Wealth, Life Insurance, Financial Services, Asset Management, Financial Planning

Education
Duke University   1975 — 1979
BS, Bachelor of Science, Botany

Webster University   1982 — 1984
MA, Master of Arts, Management

College for Financial Planning   1995 — 1997
CFP, Certified Financial Planning practitioner

Institute for Divorce Financial Analysts   2007 — 2008
CDFA, Certified Divorce Financial Analyst

College for Financial Planning   2013 — 2013
APMA, Accredited Portfolio Management Advisor

Andrew Carrillo CFP®, AWMA®, CRPC® Andrew Carrillo CFP®, AWMA®, CRPC® Miami/Fort Lauderdale Area Details
Andrew Carrillo CFP®, AWMA®, CRPC®'s Ameriprise Financial Experience June 2007 - September 2009
Job Financial Advisor
Industry Financial Services
Experience
Barnett Capital Advisors   July 2012 - Present
Invest Financial Corporation  September 2009 - September 2012
U.S. Capital Advisors & Associates   September 2009 - August 2012
Ameriprise Financial   June 2007 - September 2009

Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Portfolio Management, Finance, Wealth, Insurance, Series 7, Management, Wealth Management, Investment Advisory, Asset Allocation, Unfortunately due to...

Education
Wharton School of Business   2011 — 2011
Investment Strategies and Portfolio Management

Certified Financial Planner Board of Standards   2008 — 2010
CFP®, Financial Planning

College for Financial Planning   2008 — 2008
CRPC®, Retirement planning

Florida State University   2003 — 2007
BS, International Affairs, Finance

College for Financial Planning
AWMA®, Accredited Wealth Management Advisor

Leal Deddens, CFP®, CRPC® Leal Deddens, CFP®, CRPC® Washington D.C. Metro Area Details
Leal Deddens, CFP®, CRPC®'s Ameriprise Financial Experience 2003 - July 2010
Job Wealth Planning Advisor at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners  July 2010 - Present
Ameriprise Financial Advisors  2003 - July 2010
Ameriprise Financial   2003 - July 2010

Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Family Income..., Financial Services, Beneficiary Planning, Wealth Accumulation, Investment Advisory, Business Continuity..., Legacy Planning, Retirement Distribution..., Education Funding, Investments, Business Succession..., Financial Planners, Estate Planning, Wealth Management..., Portfolio Analysis, Small Business, Insurance, Mutual Funds, 401k, Asset Allocation, Fixed Annuities, Financial Planning, Fee Only Planning, Special Needs Planning, Tax Reduction Strategies, Charitable Gifting, Retirement, Business Owner Planning, Benefit and..., Qualified Retirement..., SEP and SIMPLE Plans, Securities, Employee Education..., Wealth, Finance, 401k Rollovers, Series 7, Series 63

Education
Broad run

College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™

College for Financial Planning
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR℠

Radford University - College of Business and Economics

Potomac Falls

J Darrell Stiles, CFP®, CDFA™, APMA® J Darrell Stiles, CFP®, CDFA™, APMA® Dallas/Fort Worth Area Details
J Darrell Stiles, CFP®, CDFA™, APMA®'s Ameriprise Financial Experience March 2009 - Present
Job Financial Advisor, Vice President, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial   March 2009 - Present
Banc of America Investments  September 2004 - March 2009
Southwest Securities  January 1997 - December 2001

Education
Texas State University-San Marcos   1991 — 1995
Finance

College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™

College for Financial Planning
APMA®, Accredited Portfolio Management Advisor

Andrew McClain, CFP®, ChFC®, CLU®, CWS® Andrew McClain, CFP®, ChFC®, CLU®, CWS® Greater Atlanta Area Details
Andrew McClain, CFP®, ChFC®, CLU®, CWS®'s Ameriprise Financial Experience June 2008 - April 2010
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA  August 2012 - Present
USAA  April 2010 - August 2012
Ameriprise Financial   June 2008 - April 2010
Edward Jones  June 2006 - June 2008
Bank of America  July 2003 - June 2006
Fidelity Investments  September 2001 - October 2002

Education
College for Financial Planning   2010 — 2011
CFP(R) Mentor Professional Education Program

Haverford College   1996 — 2000
BA, Economics

The London School of Economics and Political Science (LSE)   1998 — 1999
Economics, General Course Study Abroad Program

Jill Mintzer Jill Mintzer Greater Los Angeles Area Details
Jill Mintzer's Ameriprise Financial Experience March 2010 - November 2011
Job MBA Marketing Intern at Sony Pictures Entertainment Mobile Games
Industry Marketing and Advertising
Experience
Sony Pictures Entertainment  September 2015 - Present
Esri Professional Services   May 2015 - September 2015
Technology Sales Resource Interactive (TSRI)   October 2014 - May 2015
Peter F. Drucker and Masatoshi Ito Graduate School of Management  September 2014 - May 2015
RBC Wealth Management  November 2011 - May 2014
Ameriprise Financial   March 2010 - November 2011

Skills
Corporate Social Media, Marketing, Portfolio Management, Financial Services, Business Development, Mutual Funds, Finance, Equities, Market Research, Asset Allocation, Product Marketing, Wealth Management, Strategic Financial...

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2014 — 2016
Master of Business Administration (MBA), Marketing, 3.92

San Diego State University-California State University
Bachelor of Arts (B.A.), International Business, Emphasis in Finance and Western European Studies

Bill Cupach Bill Cupach Cleveland/Akron, Ohio Area Details
Bill Cupach's Ameriprise Financial Experience July 2005 - Present
Job Sr. Franchise Field VicePresident at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial   July 2005 - Present
Council of Smaller Enterprises (COSE) Greater Cleveland Partnership   February 2004 - February 2005
Huntington National Bank  June 2002 - February 2004

Skills
Financial Advisory, Financial Services, Investment Advisory, Leadership, Recruiting, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Change Management, Coaching, Finance, Investments, Asset Allocation, Mutual Funds, Banking

Education
Cleveland State University   1993 — 1997
Bachlor's of Science, Marketing

Saint Ignatius High School   1989 — 1993

Scott Bechtold ChFC®, CLU®, CRPC®, CFS® Scott Bechtold ChFC®, CLU®, CRPC®, CFS® Lancaster, Pennsylvania Area Details
Scott Bechtold ChFC®, CLU®, CRPC®, CFS®'s Ameriprise Financial Experience September 1997 - Present
Job Financial Advisor with Sylvan Capital Advisors a Financial Advisory Practice of Ameriprise Financial Services ,Inc.
Industry Financial Services
Experience
Ameriprise Financial   September 1997 - Present

Skills
Retirement Planning, Retirement, Insurance, Investments, Finance, Leadership, Team Building, Management, Process Improvement, Risk Management

Education
College for Financial Planning   2005 — 2006
Chartered Retirement Planning Counselor, Financial Planning, Investments and Insurance

The American College   2000 — 2003
Chartered life Underwriter, Insurance

The American College   2000 — 2002
Chartered Financial Consultant, Investments and insurance

Institute of Business & Finance   1999 — 1999
Certified Fund Specialist, Mutual Funds

Millersville University of Pennsylvania   1992 — 1997
Bachelor of Arts, Economics and Political Science

Penn Manor High School   1989 — 1992

Thomas Ballard Thomas Ballard Houston, Texas Area Details
Thomas Ballard's Ameriprise Financial Experience January 2010 - February 2013
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Ameriprise Financial   January 2010 - February 2013
Ameriprise Financial Services, Inc.   April 2009 - March 2010
Ameriprise Financial   May 2004 - October 2009

Education
City University of New York-Brooklyn College   1989 — 1995

Broadmoor High School   1981 — 1985

Andrew Farley Andrew Farley New London/Norwich, Connecticut Area Details
Andrew Farley's Ameriprise Financial Experience August 1990 - Present
Job CFP® , Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   August 1990 - Present

Education
College for Financial Planning
CFP, Investments, Taxes, Insurances

Justin Rutar Justin Rutar Greater Minneapolis-St. Paul Area Details
Justin Rutar's Ameriprise Financial Experience January 2003 - September 2006
Job Independent Financial Advisor
Industry Financial Services
Experience
Woodbury Financial Services  September 2007 - Present
Strategic Financial  September 2006 - August 2007
Ameriprise Financial   January 2003 - September 2006

Education
College for Financial Planning
CRPC

University of Wisconsin-Superior   2000 — 2002
B.S.

Mesabi Community College   1996 — 1998
A.A.

Barry Molefsky Barry Molefsky Reston, Virginia Details
Barry Molefsky's Ameriprise Financial Experience January 2009 - August 2009
Job Customer Service Representative at United Airlines
Industry Retail
Experience
Retired  September 2010 - Present
United Airlines  June 2012 - July 2012
Rosetta Stone  November 2010 - January 2012
H&R Block  December 2010 - April 2011
AXA Advisors  October 2009 - August 2010
Ameriprise Financial   January 2009 - August 2009
Moho Communications, Inc. T/A Homes and Land of Northern Virginia   1993 - 2008
Congressional Research Service  1978 - 1996
Rinfret Associates, Inc.   1972 - 1978

Education
City University of New York-Hunter College   1970 — 1972
AB, Political Science, Economics

Kingsborough Community College   1967 — 1969
AA, Liberal Arts

Alejandro Rivera III Alejandro Rivera III Hartford, Connecticut Area Details
Alejandro Rivera III's Ameriprise Financial Experience 2007 - August 2011
Job Teacher at Hartford Public Schools
Industry Education Management
Experience
Hartford Public Schools  2011 - Present
Ameriprise Financial   2007 - August 2011
Tempur-Pedic  January 2010 - July 2011
Ameriprise Financial Services  June 2007 - January 2010
Glastonbury Chamber of Commerce  2008 - 2009
American Red Cross CT   2008 - 2009
East Lyme Board of Education  July 1999 - July 2006

Skills
Teaching, Insurance, Sales, Coaching, Finance, Tutoring, Lesson Planning, Community Outreach, Customer Service

Education
Central Connecticut State University   2005 — 2013
Master of Science (MS), Special Education and Teaching

College for Financial Planning   2009 — 2009
CRPC®, Chartered Retirement Planning Counselor

Springfield College   1994 — 1998
BS, Elementary Education

Fitch Senior High   1990 — 1994
Diploma, Accounting

Ed Bartholic, ChFC®, CFP® Ed Bartholic, ChFC®, CFP® Denver, Colorado Details
Ed Bartholic, ChFC®, CFP®'s Ameriprise Financial Experience 2006 - 2007
Job Sr. Financial Services Consultant | National Contact Center at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2011 - Present
CapWest Securities, Inc.   May 2009 - February 2011
Ameriprise Financial   2006 - 2007
Ameriprise Financial   June 1993 - September 2005
Ameriprise Financial   1995 - 1996
Ameriprise Financial   1993 - 1994
Citibank  1990 - 1993
Ameriprise Financial   September 1984 - May 1990
Robert L. Bartholic, Attorney at Law   June 1983 - September 1984
Cheyenne Symphony & Choral Society   June 1982 - June 1983

Skills
Series 7, Retirement Planning, Mutual Funds, Investments, Financial Services, Strategic Financial..., Retirement, Financial Advisory, Investment Advisory, Asset Allocation, Insurance, Portfolio Management, Asset Managment, Wealth Management, 401k, Series 63, Estate Planning

Education
The American College   1987 — 2009
ChFC, Financial Planning

College for Financial Planning   1988 — 1989
CFP, Financial Planning

Hamline University   1977 — 1981
BA Arts Administration, Business Administration

Raymond Dahlman, CRPC® Raymond Dahlman, CRPC® Houston, Texas Area Details
Raymond Dahlman, CRPC®'s Ameriprise Financial Experience 2006 - 2009
Job President Financial Consultant at DSA Financial Group, Inc.
Industry Financial Services
Experience
DSA Financial Group, Inc.   2011 - Present
Investment Professionals, Inc.   2009 - 2010
Ameriprise Financial   2006 - 2009
Credit Acceptance  2005 - 2005
HSBC Card Services  2004 - 2005
JPMorgan Chase  2003 - 2004
Metris Companies  2001 - 2003
United Recovery Systems  2001 - 2001
Citicards  1998 - 2001
AccuStaff  1997 - 1998

Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Retirement, Investments, Insurance, Long Term Care, Wealth Transfer, Wealth Accumulation, Annuities

Education
College for Financial Planning   2007 — 2007
CRPC

Florida State College at Jacksonville   1999 — 2002

Jason Ice, CFP® Jason Ice, CFP® Cleveland/Akron, Ohio Area Details
Jason Ice, CFP®'s Ameriprise Financial Experience June 2004 - July 2007
Job Director of Financial Services with C&P Wealth Management, LLC
Industry Financial Services
Experience
C&P Wealth Management, LLC   July 2009 - Present
Ameriprise Financial Services, Inc.   July 2007 - July 2009
Ameriprise Financial   June 2004 - July 2007
American Express Financial Advisors  December 2001 - June 2004
Sarnoff Corporation  2000 - 2000

Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory, Series 9, Series 10, Series 66, Investments, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Retirement, 401k, 403 b

Education
Penn State University   1997 — 2001
BS, Finance

American College   2008 — 2009
Certified Financial Planning Certification, Chartered Financial Consultant Designation

Certified Financial Planner Board of Standards   2008 — 2009

College for Financial Planning   2005 — 2008
Certified Retirement Planning Consultant, Accredited Asset Management Specialist

Institute of Business and Finance   2003 — 2004
Certified Funds Specialist Designation

Berkshire School   1996 — 1997

Pennsbury High School   1992 — 1996

Dexter L. James Dexter L. James Hudson, Ohio Details
Dexter L. James's Ameriprise Financial Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   May 2005 - Present
National City Bank  March 2000 - June 2004
KeyCorp  June 1992 - March 2000

Skills
Strategic Financial..., Retirement Planning, Management, Finance, Sales, Asset Management, New Business Development, Financial Services, Financial Advisory, Series 7, Long-term Care, Investments, Wealth Management, Life Insurance, Estate Planning

Education
Cleveland State University   1994 — 1997
MBA, Finance & Law

Siena College   1989 — 1992
BS, Finance

James Barnash James Barnash Greater Chicago Area Details
James Barnash's Ameriprise Financial Experience 2007 - 2009
Job Regional Director
Industry Financial Services
Experience
Edelman Financial Services, LLC   May 2013 - Present
JA Barnash & Associates   2009 - September 2012
Merion Wealth Partners, LLC   March 2011 - April 2012
Capital Analysts  2010 - 2011
Stride Consulting, Inc.   March 2009 - April 2010
Stride Consulting, Inc.   March 2009 - April 2010
Ameriprise Financial   2007 - 2009
Lincoln Financial Advisors  1996 - 2007
FPA  2001 - 2006

Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits

Education
College for Financial Planning   1990 — 1992
CFP Certification, Financial Planning

DePaul University   1972 — 1977
Bachelor of Arts, History

Michael Michlitsch, CFS, CRPC, CIS Michael Michlitsch, CFS, CRPC, CIS Greater Minneapolis-St. Paul Area Details
Michael Michlitsch, CFS, CRPC, CIS's Ameriprise Financial Experience 2004 - 2007
Job Practice Management & Business Development
Industry Financial Services
Experience
Securian Financial Group  October 2014 - Present
Securian Financial Group  October 2012 - Present
M. A. Management Group, LLC.   August 2004 - Present
Woodbury Financial Services  October 2007 - October 2012
The Hartford  October 2007 - October 2012
Ameriprise Financial   2004 - 2007

Skills
Sales Rep Training, Practice Management, Business Strategy, Financial Advisory, Financial Services, FINRA, Leadership, Training, Series 7, Fixed Annuities, Insurance, Strategic Financial..., Life Insurance, Retirement Planning, Mutual Funds, Portfolio Management, Retirement, Wealth Management, Investments, 401k, Disability Insurance, Series 63, Financial Planners, IRAs, Estate Planning, Investment Advisory, Securities, Finance, Asset Allocation, Long-term Care, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Asset Management, Long Term Care Insurance, Variable Annuities, Roth IRA, Term Life Insurance, Investment Management, Wealth Management..., Series 24, 401k Rollovers, Succession Planning, Coaching, Business Planning

Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA), Business Administration, Marketing and Management

Institute of Business and Finance   2005 — 2009
CFS, CIS, CES, CAS, CTS, Financial Services

College for Financial Planning   2006 — 2007
CRPC, Retirement Planning

Kaplan University   2003 — 2004
WMS, Wealth Management

Bethany Lutheran College   1999 — 2002
Bachelor's degree, Marketing, Management

Todd Hubley, CFP®, MBA Todd Hubley, CFP®, MBA New York, New York Details
Todd Hubley, CFP®, MBA's Ameriprise Financial Experience October 2003 - April 2013
Job Branch Manager, Financial Advisor, CERTIFIED FINANCIAL PLANNER TM, practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
Ameriprise Financial   October 2003 - April 2013
DialAmerica Marketing  1999 - 2000
UPS  1995 - 1999

Education
College for Financial Planning   2003 — 2004
CMFC, CRPC, Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor

Seton Hall University   2001 — 2003
MBA, Management

San Francisco State University   1994 — 1997
BA, Cinema

Menlo College   1992 — 1994

American School in Japan   1985 — 1992

James Marsden CFP®, CRPC®, AIF® James Marsden CFP®, CRPC®, AIF® Dallas/Fort Worth Area Details
James Marsden CFP®, CRPC®, AIF®'s Ameriprise Financial Experience 2008 - May 2010
Job Certified Financial Planner Practitioner at Atlas Wealth Advisors
Industry Financial Services
Experience
Atlas Wealth Advisors   May 2010 - Present
Ameriprise Financial   2008 - May 2010

Skills
Wealth Management, Retirement Planning, Estate Planning, Charitable Giving, Wealth Preservation..., Series 66, Series 7, Risk Management, Investments, Asset Allocation, FINRA, Financial Advisory, Charities, Uniform Combined State..., Retirement, Wealth, Insurance, Securities, Strategic Financial..., Finance, Mutual Funds, Investment Advisory, Financial Planning

Education
Center for Fiduciary Studies   2014 — 2015
Accredited Investment Fiduciary®

College for Financial Planning   2010 — 2011
Certified Financial Planner CFP®

College for Financial Planning   2009 — 2009
Chartered Retirement Planning Counselor CRPC®

The University of North Texas   2006 — 2007
Finance, Bachelor of Business Administration in Finance

Texas State University-San Marcos   2004 — 2006
Finance

Gary King, ChFC, CRPC, CLU Gary King, ChFC, CRPC, CLU Greater Detroit Area Details
Gary King, ChFC, CRPC, CLU's Ameriprise Financial Experience May 1994 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Macomb County Sheriff Office   2006 - Present
Sterling Heights Regional Chamber of Commerce and Industry   2001 - Present
BRAG Networking Group   2001 - Present
Ameriprise Financial   May 1994 - Present
First Baptist Church New Baltimore   2009 - 2014
US Air Force  1972 - 1992

Education
The American College   1995 — 2009
ChFC, CLU, Financial Planning and Insurance

College for Financial Planning   2006 — 2006
CRPC, Retirement Planning

The George Washington University   1984 — 1986
MA, Administrative Science

Chapman University   1975 — 1981
BS, Electronic Technology

David Spotts David Spotts Chesterland, Ohio Details
David Spotts's Ameriprise Financial Experience January 2008 - February 2008
Job Managing Partner, NLNS
Industry Information Technology and Services
Experience
NLNS, LLC   July 2011 - Present
Climb for a Cure Inc.   May 2008 - Present
Phi Delta Theta Fraternity  January 2010 - December 2010
Brooks Brothers  May 2007 - September 2009
Ameriprise Financial   January 2008 - February 2008
The George Gund Foundation  May 2007 - June 2007

Skills
Philanthropy, Entrepreneurship, Economics, Intrapreneurship, Modern Languages, Spanish, SEO, Public Speaking, Non-profits, Social Networking, Social Media, Customer Service, Strategic Planning, Marketing, Event Planning, Fundraising, Public Relations, Social Media Marketing, Research, Market Research

Education
DePauw University   2007 — 2011
BA, Economics and Management, Spanish

Cleveland State University
Master of Business Administration (MBA), Finance, Entrepreneurship

Kirk Jewell Kirk Jewell Greater Detroit Area Details
Kirk Jewell's Ameriprise Financial Experience July 2000 - April 2008
Job Owner, Global Financial Services, L.L.C.
Industry Financial Services
Experience
Global Financial Services, L.L.C.   April 2008 - Present
Ameriprise Financial   July 2000 - April 2008

Skills
Long Term Care Insurance, Retirement, Disability Insurance, Life Insurance, Health Insurance, Financial Goals, Wealth Management..., Tax, Investments, Defined Benefit, Risk Management, Finance, Financial Services, Retirement Planning, Fixed Annuities, Financial Planners, Wealth, Wealth Management

Education
College for Financial Planning   2004 — 2006
College of Financial Planning Certficate, Financial Planning and Services

University of Michigan-Flint   1996 — 1999
BBA, Finance

April Oliver, CFP April Oliver, CFP Charlotte, North Carolina Area Details
April Oliver, CFP's Ameriprise Financial Experience September 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial   September 2002 - Present
Ameriprise Financial Services, Inc.   October 2005 - December 2006
Hills Bank & Trust   May 2000 - May 2002
University of Iowa  May 1999 - May 2000

Skills
Client Management, Attention to Detail, Business Planning, Analytical, Ability to Listen, Relationship Building, Community Relations, Coaching, Client Relationships, Business Strategy, Leadership, Ethical character, Decision-making, Customer Experience, Skilled Communicator

Education
College for Financial Planning   2005 — 2007
Certified Financial Planner

University of Iowa - Henry B. Tippie College of Business   1998 — 2002
B.S. Business Management, Business & Psychology

Callie Baumann Callie Baumann Louisville, Kentucky Details
Callie Baumann's Ameriprise Financial Experience January 2008 - April 2011
Job Innovation & Design Leader
Industry Health, Wellness and Fitness
Experience
Humana  April 2014 - Present
Humana  January 2012 - April 2014
Humana  January 2011 - February 2012
Ameriprise Financial   January 2008 - April 2011
Invesco Ltd.  June 2006 - August 2006
Kentucky State Fair   June 2005 - August 2005

Skills
Healthcare, Product Innovation, Design Thinking, User-centered Design, Innovation, Strategy, Management, Leadership, Time Management, Finance, Insurance, Health Insurance, Strategic Planning, Retirement Planning

Education
Washington University in St. Louis - Olin Business School   2009 — 2010
Master of Business Administration (MBA)

Centre College
Bachelor of Science (B.S.)

Sandra Ray Sandra Ray Raleigh-Durham, North Carolina Area Details
Sandra Ray's Ameriprise Financial Experience July 2010 - March 2011
Job Territory Manager at Assembly Fasteners, Inc.
Industry Wholesale
Experience
Assembly Fasteners, Inc.   March 2011 - Present
Ameriprise Financial   July 2010 - March 2011
Wells Fargo Advisors, Chapel Hill, NC   August 2008 - July 2010
Century Fasteners Corporation   March 1994 - July 2008
Staff Additions   1993 - 1994

Skills
Manufacturing, Sales Management, Sales Operations, Pricing, Contract Negotiation, Key Account Management, Team Building, Supply Chain Management, Sales, Program Management, Product Development, Microsoft Excel, Marketing, Cross-functional Team..., Inventory Control, Management, Purchasing, Inventory Management

Education
Greensboro College   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business

Coastal Carolina Community College   1991 — 1992
Associate of Science (A.S.), Computer Science

Wake Forest Rolesville High School

Scott Sieverts, CFP® Scott Sieverts, CFP® Canton, Ohio Area Details
Scott Sieverts, CFP®'s Ameriprise Financial Experience November 1994 - Present
Job Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial   November 1994 - Present
Daugherty, Sieverts & Associates   November 1994 - Present

Education
College for Financial Planning   2004 — 2005
CFP, CERTIFIED FINANCIAL PLANNER™ practitioner

Ohio University   1984 — 1988
Bachelor of Science, Business

Culver Military Academy   1980 — 1984

Mitch Klenofsky Mitch Klenofsky Paramus, New Jersey Details
Mitch Klenofsky's Ameriprise Financial Experience June 2015 - Present
Job Financial Advisor, Managing Partner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   June 2015 - Present
Wells Fargo Advisors, LLC  May 2010 - June 2015

Education
City University of New York at Brooklyn   1974 — 1981
Bachelor's degree, Economics, Accounting

City University of New York   1974 — 1980
Bachelor's degree, Econmics ad Accounting

Josh Bannerman, CFP®, CRPC® Josh Bannerman, CFP®, CRPC® Dallas/Fort Worth Area Details
Josh Bannerman, CFP®, CRPC®'s Ameriprise Financial Experience September 2004 - May 2009
Job Certified Financial Planner ProfessionalBannerman WealthBehavioral CoachAdvisor to Successful Small Business Owners
Industry Financial Services
Experience
Bannerman Wealth Management Group, LLC   May 2009 - Present
Business Breakthroughs International  October 2010 - December 2013
MHN Government Services  September 2008 - April 2012
Ameriprise Financial   September 2004 - May 2009
Ameriprise Financial   July 1999 - September 2004
US Marine Corps  June 1996 - May 2002

Skills
Retirement Planning, Strategic Financial..., Investments, Small Business, Portfolio Management, Wealth Management, Strategic Planning, Business Strategy, Financial Advisory, Management Consulting, Estate Planning, Financial Planners, Financial Planning, Public Speaking, Leadership Development, Retirement, Finance, Insurance, Securities, Investment Advisory, Retirement Income..., Financial Analysis, Investment Management, Life Insurance, Wealth, Disability Insurance, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Asset Management, 401k, Risk Management, Wealth Accumulation, Series 63, Fixed Annuities, Alternative Investments, Executive Management, Financial Services, Business Planning, Personal Financial..., Strategy, Tax, Bonds, IRAs, Wealth Management..., High Net Worth..., Executive Coaching, ETFs, Employee Benefits

Education
Walsh College   2010 — 2010
MBA, Masters of Business Administration, 3.2

Walsh College   2010 — 2010
M.S., Finance, Finance, 3.2

College for Financial Planning   2002 — 2006
CFP®, Certified Financial Planner™ practitioner

College for Financial Planning   2002 — 2006
CRPC, Chartered Retirement Planning Counselor

Michigan Lutheran Seminary   1992 — 1996

University of Michigan
Economics

Jason Andrews CFP® Jason Andrews CFP® Indianapolis, Indiana Area Details
Jason Andrews CFP®'s Ameriprise Financial Experience April 2008 - August 2014
Job Partner, Financial Advisor at Equity Financial Services
Industry Financial Services
Experience
Ben Davis High School  June 2015 - Present
Equity Financial Services   August 2014 - Present
Zionsville Community Schools  August 2010 - August 2014
Ameriprise Financial   April 2008 - August 2014
Ameriprise Financial   January 2007 - April 2008
Ameriprise Financial   May 2005 - January 2007

Education
Stanley K Lacy Leadership Series (SKL) Class XXXIV   2014 — 2015

College for Financial Planning   2012 — 2013
Certified Financial Planner ™ Designation

Kent State University   2000 — 2004
Business, Marketing

Tray Zacharias Tray Zacharias Portland, Oregon Area Details
Tray Zacharias's Ameriprise Financial Experience 2011 - 2012
Job Talent Management | Program Management | HR Leader
Industry Human Resources
Experience
Talent-HQ   2014 - Present
TriNet HR Corporation  2013 - 2014
Ameriprise Financial Services, Inc.   2012 - 2013
Ameriprise Financial   2011 - 2012
Ameriprise Financial   2009 - 2011
Ameriprise Financial Services, Inc.   2007 - 2009
Crestview Manor Conference Center   1999 - 2007
Various Non-Profit Organizations  1998 - 2004

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Recruiting, Staff Development, Leadership, Mutual Funds, Insurance, Finance, Fixed Annuities, Management, Life Insurance, Financial Planners, Onboarding, Talent Acquisition, Employee Benefits, Applicant Tracking..., Project Management, Time Management, Retirement, Series 7, Financial Services, 401k, Asset Allocation, Series 63, Financial Advisory, Securities, Investment Advisory, Estate Planning, Relationship Management, Portfolio Management, Asset Management, Financial Planning, Training, Strategy, Program Management, Human Resources, Process Improvement, Team Building

Education
Willamette University
Economics & Statistics

Chemeketa Community College
Core Curriculum; Business Management

Melanie Siemon CFP Melanie Siemon CFP San Francisco Bay Area Details
Melanie Siemon CFP's Ameriprise Financial Experience July 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Ameriprise Financial   July 1994 - Present
Papadoyannis and Associates   January 2007 - November 2011
American Express Financial Advisors  1994 - August 2005
Bay Commercial Construction   May 1982 - July 1994

Education
San Francisco State University   1979 — 1982
BS, International Business

City College of San Francisco   1984 — 1986
Math and Chemistry

Nathan Aaron Place Nathan Aaron Place Minneapolis, Minnesota Details
Nathan Aaron Place's Ameriprise Financial Experience September 2007 - February 2008
Job Artist, Student, Investor & Professional Proprietary Trader at TRADINGplaces, INC.
Industry Financial Services
Experience
tradingPLACES, Inc.   February 2008 - Present
Place Designs   October 1995 - Present
Nathan Aaron Place   September 1991 - Present
Altrion Trading Group  April 2010 - January 2012
Ameriprise Financial   September 2007 - February 2008
Tuscan-Colors, Inc.   April 2003 - August 2007

Skills
Marketing Strategy, Copywriting, Trading, Options, Equities, Small Business, Photography, Social Networking, Asset Management, Graphic Design, Editing, Creative Writing, Customer Service, New Business Development, Team Building, Business Planning, Sommelier, Artist, Advertising Copy, Administrative Duties, Bookkeeping, Customer Relations, Advertising, Excel, Social Media, Event Management, Event Planning, Conferences, Real Estate, Word, Insurance, Writing, Adobe Creative Suite, Public Speaking, PowerPoint, Newsletters, Marketing Communications, Promotions, Press Releases, Entrepreneurship, Email Marketing, Online Advertising, Problem Solving, Mentoring, Media Relations, Leadership, Management, Marketing, Social Media Marketing, Public Relations

Education
Minneapolis Community and Technical College   2013 — 2015
BA in Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities, 4.0

City College of San Francisco   2012 — 2014
Associate of Arts (A.A.), Accounting, 3.57 GPA

Scuola Saene Iulia   2006 — 2008
Certificate, Italian Language, Italian Tours, Siena Travel, Tuscany History

Bay Area Video Coalition   2003 — 2003
Certificate, Web and Database Design

Berkeley Repetory Theater   1998 — 2002
Certificate, Acting

San Francisco Dance Theater   1991 — 1997
B.A., Ballet and Modern Dance

New York University   1989 — 1991
BA, Dance and Theater

University of Minnesota-Twin Cities   1987 — 1989
Dance, Theater, and Visual Art

Minneapolis College of Art and Design   1986 — 1988
Certificate, Visual Art and Sculpture

Eric Wade Stafford, CFP® Eric Wade Stafford, CFP® Raleigh, North Carolina Details
Eric Wade Stafford, CFP®'s Ameriprise Financial Experience April 2006 - October 2012
Job Associate Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2012 - Present
Ameriprise Financial   April 2006 - October 2012

Skills
Securities, Finance, Investment Strategies, Financial Planners, Financial Services, Retirement Planning, Education Funding, IRAs, Asset Management, Wealth Management, Investment Advisory, Small Business, Financial Goals, Protection...

Education
College for Financial Planning
CFP® Certification Professional Education Program

North Carolina State University
Business Management, Concentration in Finance

John Neyer, LUTCF John Neyer, LUTCF Mansfield, Ohio Area Details
John Neyer, LUTCF's Ameriprise Financial Experience December 2007 - November 2009
Job Independent Consultant and Coach to Financial Advisors and Executives
Industry Financial Services
Experience
Independent Consultant  April 2014 - Present
NestWise  January 2013 - September 2013
Waddell & Reed  November 2009 - January 2013
Ameriprise Financial   December 2007 - November 2009
Ameriprise Financial   2005 - 2007
Ameriprise Financial   2003 - 2005
Merrill Lynch  1995 - 1996
United States Marine Corps Reserve  1988 - 1994

Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Financial Advisory, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k, Negotiation, Asset Management, Financial Services, Wealth, Finance, Leadership, Business Development, Series 63, Management, Training, Recruiting, Insurance, Investment Strategies, Financial Planners, Series 24, Series 65, Personal Finance, Personal Financial..., Wealth Management..., Investment Management, Entrepreneurship, Long Term Care Insurance, Financial Planning

Education
College for Financial Planning   1991 — 2008
CFP

Tennessee Temple University   1984 — 1986

Dawn R. Schricke Dawn R. Schricke United States Details
Dawn R. Schricke's Ameriprise Financial Experience August 2011 - December 2012
Job Head of Advisor Implementation, Merrill Lynch Marketing
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions   January 2013 - May 2015
Merrill Lynch  April 2013 - December 2014
Ameriprise Financial   August 2011 - December 2012
Ameriprise Financial Services, Inc.   July 2008 - August 2011
Morgan Stanley  February 2007 - March 2008

Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning

Education
Oakland University   1998 — 2000
B.A., English & French Language & Literature

San Diego State University-California State University   1987 — 1989
International Finance

College for Financial Planning

Matthew Webber, CRPC®, CFP®, ChFC® Matthew Webber, CRPC®, CFP®, ChFC® Fairfield, Connecticut Details
Matthew Webber, CRPC®, CFP®, ChFC®'s Ameriprise Financial Experience 2002 - December 2006
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2006 - Present
Foundation for Investor Education   September 2009 - Present
Ameriprise Financial   2002 - December 2006
The Media Group  September 1998 - April 2002
The Media Group  1997 - 1998

Education
University of Connecticut   1998 — 2001

The American College   2010 — 2011
CHfC, Chartered Financial Consultant

The American College   2003 — 2005
CFP, CERTIFIED FINANCIAL PLANNER program

College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

Fairfield Prep

Paul Rampetsreiter, CRPC®, RFC® Paul Rampetsreiter, CRPC®, RFC® Greater Minneapolis-St. Paul Area Details
Paul Rampetsreiter, CRPC®, RFC®'s Ameriprise Financial Experience June 2004 - October 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Synergy Wealth Management   April 2009 - Present
Ameriprise Financial Services, Inc.   November 2006 - March 2009
Ameriprise Financial   June 2004 - October 2006
American Express Financial Advisors  December 2003 - June 2004

Education
College for Financial Planning   2008 — 2009
CRPC, Chartered Retirement Planning Counselor

Minnesota State University, Mankato   2001 — 2002
Certificate in Financial Planning

University of Minnesota-Twin Cities   1991 — 1998
Bachelor's, Economics

Kristie A. Garrett, MBA, CFP™ CRPC™ Kristie A. Garrett, MBA, CFP™ CRPC™ Greater Seattle Area Details
Kristie A. Garrett, MBA, CFP™ CRPC™'s Ameriprise Financial Experience March 2002 - November 2008
Job Business Development Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones  September 2015 - Present
Archon Capital Management, LLC   February 2009 - May 2015
Ameriprise Financial   March 2002 - November 2008
American Express Financial Advisors  2000 - 2002
American Express Financial Advisors  1995 - 2000
IDS Financial Services/AEFA   1985 - 1995

Skills
Strategy, Strategic Financial..., Leadership, Financial Advisory, Marketing, Marketing Strategy, Retirement Planning, Recruiting, Coaching, Estate Planning, Series 7

Education
Seattle University   1993 — 1998
MBA

College for Financial Planning   1990 — 1993
CFP(TM), CRPC(TM)

Seattle Pacific University - School of Business and Economics   1986 — 1990
BA, Finance, Economics, Management, Magna Cum Laude

Tyler Mattson, CFP Tyler Mattson, CFP Greater Minneapolis-St. Paul Area Details
Tyler Mattson, CFP's Ameriprise Financial Experience December 2005 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   December 2005 - Present
Ameriprise Financial   July 2002 - November 2005
Ameriprise Financial   January 1998 - June 2002

Education
College for Financial Planning   2006 — 2008
CFP, Certified Financial Planner

Northwestern College   2000 — 2002
BA, Business Administration

David S. Erlandson, CFP® David S. Erlandson, CFP® Portland, Oregon Area Details
David S. Erlandson, CFP®'s Ameriprise Financial Experience September 1993 - June 2011
Job Principal at Erlandson Wealth Management
Industry Financial Services
Experience
Erlandson Wealth Management   July 2011 - Present
Ameriprise Financial   September 1993 - June 2011
Nike  September 1990 - September 1993
ESCO Corporation  September 1985 - June 1990
North Pacific  September 1984 - September 1985
Grafton School  December 1976 - September 1979

Skills
Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Employee Benefits, Securities, Financial Advisory, Strategic Financial..., Mutual Funds, Investment Strategies, Leadership, Financial Planning, Customer Service, Management, Investments

Education
College for Financial Planning   1995 — 1997
CFP®, Professional Education Program

Portland State University   1991 — 1993
Post-baccalaureate studies, Economics

University of Oregon   1979 — 1984
B.A, Mandarin Chinese

Drew Gaunt, CPA Drew Gaunt, CPA Greater Seattle Area Details
Drew Gaunt, CPA's Ameriprise Financial Experience March 2004 - September 2006
Job Assistant Controller at Cray Inc.
Industry Accounting
Experience
Cray Inc.  April 2013 - Present
Cray Inc.  November 2011 - April 2013
WatchGuard Technologies  March 2011 - November 2011
WatchGuard Technologies  December 2009 - March 2011
Razorfish  July 2008 - December 2009
Avenue A Razorfish  December 2007 - July 2008
Moss Adams LLP  January 2007 - March 2007
Ameriprise Financial   March 2004 - September 2006

Skills
Accounting, Revenue Recognition, Variance Analysis, Excel, SAB 104, Billing, Word, Access, Accounts Payable, Accounts Receivable, Business Analysis, Microsoft Office, GAAP, Process Improvement, Team Building, Data Analysis, Analysis, Audit, Financial Reporting, Financial Analysis, Microsoft Excel, Oracle Applications, JDE Enterprise One, Great Plains Software, PowerPoint, Crystal Reports, Salesforce.com, Pivot Tables, Vlookup, Macro, Revenue Analysis, Revenue, Finance, Payroll

Education
Central Washington University   2006 — 2007
BS, Accounting

University of Washington   1997 — 2002
BA, Economics & Political Economy

Brian Griffith, CFP Brian Griffith, CFP Boston, Massachusetts Details
Brian Griffith, CFP's Ameriprise Financial Experience June 2000 - December 2010
Job Private Wealth Advisor at Flagship Harbor Advisors/LPL Financial
Industry Financial Services
Experience
FlagshipHarbor Advisors, LPL Financial   December 2010 - Present
Ameriprise Financial   June 2000 - December 2010

Skills
Retirement Planning, Estate Planning, Securities, Financial Advisory, Insurance, Wealth Management, Finance, FINRA, Mutual Funds, Financial Goals, Wealth, Investment Advisory, Asset Allocation, Series 63, Series 7

Education
Skidmore College   1996 — 2000
BS Business, Finance

Choate Rosemary Hall

Katana Abbott, CFP®, CSA® Katana Abbott, CFP®, CSA® Greater Detroit Area Details
Katana Abbott, CFP®, CSA®'s Ameriprise Financial Experience April 1987 - February 2007
Job Wealth Coach at MKD Wealth Coaches
Industry Professional Training & Coaching
Experience
MKD Wealth Coaches   January 2015 - Present
Smart Women Talk Radio   August 2009 - Present
Katana Abbott Consulting PLLC   June 2004 - Present
Smart Women's Coaching   2003 - Present
Ameriprise Financial   April 1987 - February 2007

Education
College for Financial Planning   1994 — 1997
CFP®, Financial Planning

Oakland University   1978 — 1980

Venice Cameron Venice Cameron Greater Atlanta Area Details
Venice Cameron's Ameriprise Financial Experience January 2008 - May 2011
Job Experienced Event Coordinator and Project Manager Owner Sultry Scentsations LLC
Industry Executive Office
Experience
Shepard Exposition Services  April 2013 - Present
PLS Logistics Services  September 2011 - September 2012
Ameriprise Financial   January 2008 - May 2011
CORESTAFF Services  September 2007 - January 2008
Oliver Adams Real Estate Brokerage Services   January 2007 - December 2007
AmericasMart Atlanta  September 2000 - August 2006
ABC Television  August 1998 - September 2000

Skills
Event Planning, Management, Public Relations, Customer Service, Microsoft Excel, Microsoft Office, Event Management, Leadership, Social Media, PowerPoint, Marketing, Social Media Marketing, Public Speaking, Budgets, Fundraising, Marketing Communications, Team Building, Research, Sales, Strategic Planning, Advertising

Education
City University of New York-Herbert H. Lehman College   1991 — 1998
BA

Kaplan University-Davenport Campus
Master of Business Administration (MBA) Specializing in PM

Mother Cabrini HS
Academic Diploma

Megan Gonser Megan Gonser Cary, North Carolina Details
Megan Gonser's Ameriprise Financial Experience January 2010 - August 2011
Job Semiconductor Manufacturing Technician II at Cree
Industry Semiconductors
Experience
Cree  December 2013 - Present
X-Ray Optical Systems, Inc.   August 2011 - December 2013
Ameriprise Financial   January 2010 - August 2011

Skills
Research, Time Management, Social Media, Microsoft Excel, Customer Service, Networking, Testing, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Data Analysis

Education
Clarkson University   2005 — 2009
Bachelor of Science in Physics, Minors in Mathematics, Professional Communications and Literature

Clarkson University   2005 — 2009
Bachelor of Science (B.S.), Physics

Anna Tringle, CRPC®, ChFC®, CLU®, CFS Anna Tringle, CRPC®, ChFC®, CLU®, CFS Greater New York City Area Details
Anna Tringle, CRPC®, ChFC®, CLU®, CFS's Ameriprise Financial Experience January 1993 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   January 1993 - Present
New York City Board of Education  January 1990 - November 1992
Group W (CBS)   March 1980 - March 1990

Education
City University of New York Queens College
BA and MS, Education/Russian

Hofstra University

Hunter College
Graduate work

Benjamin Rozak Benjamin Rozak Myrtle Beach, South Carolina Area Details
Benjamin Rozak's Ameriprise Financial Experience 2003 - 2005
Job Realtor at Real Living at the Beach
Industry Food & Beverages
Experience
Real Living at the Beach   January 2012 - Present
Ndulge Cupcakery   May 2010 - January 2012
Towne Medical Supply   2005 - 2009
Ameriprise Financial   2003 - 2005

Skills
Strategic Financial..., Customer Service, Investments, Finance, Marketing, Sales, Financial Analysis, Budgets, Sales Management, Microsoft Office, Account Management, Strategic Planning, Mortgage Lending, Credit, Insurance, Management

Education
Colby-Sawyer College   1999 — 2003
BS, Business, IT

Algonquin Regional High School   1996 — 1999

CJ Nesher CJ Nesher Portland, Oregon Area Details
CJ Nesher's Ameriprise Financial Experience 2003 - 2005
Job Sales Training at BlackRock
Industry Financial Services
Experience
BlackRock  January 2013 - Present
BlackRock  August 2008 - January 2013
SEI  May 2005 - August 2008
Ameriprise Financial   2003 - 2005
Baach Robinson & Lewis PLLC  2000 - 2002

Education
Saint Joseph's University   2006 — 2011
MBA, Finance

Colby College   1996 — 2000
BS, International Relations

The Hill School   1994 — 1996

Dee Demry Dee Demry Greater Minneapolis-St. Paul Area Details
Dee Demry's Ameriprise Financial Experience 2010 - Present
Job Compliance Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   2010 - Present
Ameriprise Financial   September 2005 - April 2010

Skills
Compliance, Customer Service, AML, Microsoft Office, Excel, Problem Solving, Administration, Due Diligence, Timely, Annuity, Microsoft Excel, Fixed Annuities, Training, Financial Services, Finance, Management, Process Improvement, Leadership, Risk Management, Financial Analysis

Education
Clark Atlanta University

Tad Lutz, CFP® Tad Lutz, CFP® Greater Seattle Area Details
Tad Lutz, CFP®'s Ameriprise Financial Experience 2007 - 2010
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2012 - Present
E*TRADE Financial  2010 - 2012
Ameriprise Financial   2007 - 2010

Skills
Financial Planning, Bonds, Stocks, Mutual Funds, Word, Excel, Asset Allocation, Asset Management, Account Management, Asset Managment, Strategic Financial..., Microsoft Excel

Education
Central Washington University   2003 — 2007
B.S., Political Science and Philosophy

Bainbridge High School

Shannon (Curtin) Gammel, CFE Shannon (Curtin) Gammel, CFE Richmond, Virginia Area Details
Shannon (Curtin) Gammel, CFE's Ameriprise Financial Experience 2007 - 2007
Job Financial Analyst at Parallon
Industry Government Administration
Experience
Parallon  May 2015 - Present
Myers and Stauffer LC  September 2014 - May 2015
Office of the Attorney General of Virginia  August 2010 - September 2014
McBee Associates, Inc.   January 2008 - August 2010
Ameriprise Financial   2007 - 2007

Skills
Certified Fraud Examiner, Investigation, Medicaid, Medicare, Financial Modeling, Process Improvement, Auditing, Healthcare, Healthcare Industry, Healthcare Information..., Insurance, Management Consulting, Finance, Revenue Cycle, Financial Analysis, Analysis, Microsoft Excel, Data Analysis

Education
Coastal Carolina University   2004 — 2007
BSBA, Finance

Ludlow High School

Kevin Nashbar, AAMS® Kevin Nashbar, AAMS® Tampa/St. Petersburg, Florida Area Details
Kevin Nashbar, AAMS®'s Ameriprise Financial Experience May 2007 - March 2009
Job Senior Financial Advisor at Newbridge Securities
Industry Investment Management
Experience
Newbridge Securities  April 2014 - Present
Millicorp  May 2013 - December 2013
Port Royal Financial, LLC   December 2011 - December 2012
Gradient Securities   March 2010 - December 2011
CastlestreamRecruiting.com   March 2009 - March 2010
Ameriprise Financial   May 2007 - March 2009
Kevin Nashbar, P.A.   January 2005 - December 2006
Wachovia Securities  2003 - 2005
A.G. Edwards & Sons, Inc.   2001 - 2003
Bike Nashbar  1996 - 2000

Skills
Finance, Financial Planning, Financial Services, Insurance, Investments, Portfolio Management, Securities, Series 7, Wealth Management, Alternative Investments, Leadership, Management, Mutual Funds, Banking, Fixed Annuities, Asset Management, Investment Properties

Education
College for Financial Planning   2001 — 2001
AAMS®

University of South Florida   1990 — 1993
BS, Finance

Lehigh University - College of Business and Economics   1988 — 1990

Jo Willegalle Jo Willegalle Greater Minneapolis-St. Paul Area Details
Jo Willegalle's Ameriprise Financial Experience April 2009 - May 2010
Job Program Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   April 2009 - May 2010
RBC Dain Rauscher  August 2005 - April 2008
RBC Dain Rauscher  November 2002 - January 2007
RBC Dain Rauscher  January 2002 - November 2002
RBC Dain Rauscher  January 2000 - December 2001
Dain Rauscher  November 1997 - December 1999
dain bosworth  November 1992 - October 1997

Skills
Performance Management, Change Management, Strategic Planning, Team Leadership, Risk Management, Training, Process Improvement, Business Process..., Business Development, Financial Services, Leadership, Management, Program Management, Project Management, Project Planning, Sales, Strategy, Wealth Management

Education
Colby College
BA

St. George's School

University of Minnesota - Carlson School of Management
MBA

University of St. Thomas
Certificate

Aaron McPherson, CRPC® Aaron McPherson, CRPC® Greater Minneapolis-St. Paul Area Details
Aaron McPherson, CRPC®'s Ameriprise Financial Experience February 2010 - January 2014
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   April 2014 - April 2015
Ameriprise Financial   February 2010 - January 2014
Ameriprise Financial   March 2009 - February 2010
GE Commercial Finance  January 2008 - January 2009
GE Commercial Finance  July 2006 - January 2008
Ecolab  January 2005 - July 2006
Ecolab  July 2002 - December 2004
University of Wisconsin-River Falls  September 1998 - December 2002

Education
University of Wisconsin-River Falls   1998 — 2003
Bachelor of Science (BS), Marketing Communications

College for Financial Planning

Glen Kragness Glen Kragness Greater Minneapolis-St. Paul Area Details
Glen Kragness's Ameriprise Financial Experience 2006 - 2007
Job Senior Consultant, IRM
Industry Information Technology and Services
Experience
Aeritae Consulting Group  November 2007 - Present
United Healthcare  September 2007 - January 2008
Accenture  2008 - 2008
Aeritae Consulting Group  January 2007 - November 2007
Target  January 2007 - September 2007
Ameriprise Financial   2006 - 2007
Dorsey   2000 - 2004
Piper Jaffray  1997 - 2000
Piper Jaffray Companies  1997 - 2000
Perigee Consulting   1996 - 1997

Skills
Vendor Management, ITIL, PCI DSS, IT Strategy, Security, Risk Management, Disaster Recovery, IT Management, Information Security, Information Security..., Project Management, Program Management, Governance, Business Continuity, Network Architecture, Data Center, IT Service Management, CISSP, Information Technology, Incident Management, Requirements Analysis, IT Operations, Network Security

Education
Chapman University   1985 — 1989

Adam Rivon, MBA Adam Rivon, MBA Houston, Texas Details
Adam Rivon, MBA's Ameriprise Financial Experience March 2007 - July 2009
Job Director of Sales Operations at Cigna
Industry Hospital & Health Care
Experience
Cigna  May 2014 - Present
AYA USA   2001 - Present
Humana  December 2010 - May 2014
Rep My Vote, Inc   March 2014 - March 2014
Dean Foods  May 2010 - October 2010
Ameriprise Financial   March 2007 - July 2009
Ryland Homes  May 2004 - March 2007
US Army  March 2000 - May 2004
NASA  1997 - 1998

Skills
Leadership, Management, Training, Risk Management, Analysis, Budgets, Business Development, Business Strategy, Mergers & Acquisitions, Finance, Human Resources, Accounting, Policy, Insurance, Employee Benefits, Coaching, Strategic Planning, Change Management, Business Process..., Process Improvement, Investments, Access, Team Building, Customer Service, Project Management, Strategy, Microsoft Excel, Operations Management, Team Leadership, Business Analysis

Education
The University of Texas at Dallas   2009 — 2010
MBA, Finance

College for Financial Planning   2008 — 2008
Certificate, Chartered Retirement Planning Counselor

Field Artillery Officer Basic Course   2001 — 2001
Certificate, Military Science

Prairie View A&M University   1996 — 2000
BA, accounting

Mary Jones, CRPC® Mary Jones, CRPC® Gainesville, Georgia Details
Mary Jones, CRPC®'s Ameriprise Financial Experience November 2009 - July 2012
Job Benefits Specialist at Northeast Georgia Health System
Industry Hospital & Health Care
Experience
Northeast Georgia Health System  July 2014 - Present
Northeast Georgia Health System  May 2014 - July 2014
Ameriprise Financial Services, Inc.   July 2012 - May 2013
Ameriprise Financial Services, Inc.   2010 - July 2012
Ameriprise Financial   November 2009 - July 2012
H&R Block Financial Advisors  June 2005 - November 2009
Gwinnett County Public Schools  August 2004 - May 2005

Skills
Marketing, Series 7, Fixed Annuities, Mutual Funds, Insurance, Bonds, Financial Advisory, FINRA, Uniform Combined State..., ETFs, Retirement Planning, Wealth Management, Securities, Retirement, Series 63, Leadership, Investments

Education
College for Financial Planning
Chartered Retirement Planning Counselor

North Georgia College and State University   2000 — 2004
Accounting and Finance, Business, 3.84/4.00

Collins Hill High School   1996 — 2000
High School

Adam Brinkley, AAMS®, ADPA® Adam Brinkley, AAMS®, ADPA® Washington, District Of Columbia Details
Adam Brinkley, AAMS®, ADPA®'s Ameriprise Financial Experience September 2006 - March 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2012 - Present
Morgan Stanley Wealth Management  March 2008 - November 2012
Ameriprise Financial   September 2006 - March 2008

Education
College for Financial Planning   2009 — 2011
Accredited Asset Management Specialist, Accredited Domestic Partnership Advisor

University of North Carolina at Wilmington   2001 — 2005
Bachelor of Science, Business Administration, Finance

Caitlin McDonald Caitlin McDonald Greater Denver Area Details
Caitlin McDonald's Ameriprise Financial Experience September 2007 - May 2009
Job
Industry Marketing and Advertising
Experience
1on1 Business, LLC   February 2010 - April 2011
Wells Fargo  October 2009 - February 2010
Ameriprise Financial   September 2007 - May 2009
Maponics  2006 - 2007

Skills
Marketing Strategy, sponsored advertising, Lead Generation, Web Marketing, Google Analytics, SEM, Social Media Marketing, Online Advertising, SEO, Email Marketing, Web Analytics, Facebook, Digital Marketing, Social Media, Social Networking, Marketing, Advertising, Market Research, Copywriting, Product Marketing, Integrated Marketing, Blogging, PPC, Business Development, Web Design, Google Adwords, Online Marketing

Education
University of Colorado Boulder   2013 — 2015
Master of Business Administration (MBA), Entrepreneurial Finance, Business Operations & Management

Colby College   2003 — 2007
BA, Double Major: Mathematical Sciences and Anthropology

Colby College   2003 — 2007
Bachelor's degree

The Tuck School of Business at Dartmouth   2006 — 2006

University of Colorado Boulder

Neal Maglaque Neal Maglaque Greater San Diego Area Details
Neal Maglaque's Ameriprise Financial Experience October 2009 - Present
Job President, Advice & Wealth Management Business Development and COO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Financial   October 2009 - Present
Ameriprise Financial   June 2005 - September 2009
American Express  November 1994 - June 2005
Citicards  January 1983 - October 1994

Education
New York University - Leonard N. Stern School of Business   1978 — 1980
MBA, Finance

Colgate University   1974 — 1978

Ivan Albarran Ivan Albarran Greater Los Angeles Area Details
Ivan Albarran's Ameriprise Financial Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial   2007 - 2008

Education
Colby College   2003 — 2007

Candice Walton, CFP Candice Walton, CFP Grand Junction, Colorado Area Details
Candice Walton, CFP's Ameriprise Financial Experience April 2004 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial   April 2004 - Present

Education
College for Financial Planning   2004 — 2009
Masters of Science, Personal Financial Planning

Kansas State University   2000 — 2003
B.S., Marketing and Personal Financial Planning

Christopher Townsley, CFP®, ChFC®, CASL® Christopher Townsley, CFP®, ChFC®, CASL® Greater Philadelphia Area Details
Christopher Townsley, CFP®, ChFC®, CASL®'s Ameriprise Financial Experience September 2002 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 2002 - Present

Education
The American College   2012 — 2012
Chartered Advisor of Senior Living, Financial Planning and Services

The American College   2006 — 2007
ChFC, Financial Services

College for Financial Planning   2005 — 2006
CFP, CRPC, Financial Services

Rutgers, The State University of New Jersey-New Brunswick   1995 — 1999
BS

Andrey Lukashov Andrey Lukashov Portland, Oregon Area Details
Andrey Lukashov's Ameriprise Financial Experience Cabinet Maker/Finish CarpenterVarious Companies Through The YearsJuly 1996 - February 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Cabinet Maker/Finish CarpenterVarious Companies Through The YearsJuly 1996 - February 2008

Education
Clackamas Community College   2007 — 2010
Associates in Business Administration, Business Administration

Valerie Hampton Valerie Hampton Greater Detroit Area Details
Valerie Hampton's Ameriprise Financial Experience November 2008 - October 2009
Job HR Manager/Consultant at Detroit Public Schools
Industry Human Resources
Experience
Detroit Public Schools  February 2013 - Present
Detroit Public Schools  November 2011 - January 2013
Detroit Public Schools  October 2010 - December 2011
Ameriprise Financial   November 2008 - October 2009
H&R Block Financial Advisors  November 2000 - November 2008
Philadelphia Housing Authority  October 1999 - July 2000
City of Detroit Housing Commission   October 1994 - May 1999

Skills
Benefits Administration, Human Resources, Onboarding, HRIS, Employee Benefits, Payroll, Recruiting, Talent Management, FMLA, Management, Customer Service, Labor Relations, Policy, Employee Relations, Administrative..., New Hire Orientations, Interviews, Time Management, Technical Recruiting, Process Improvement, System Administration, Personnel Management, Performance Appraisal, Insurance, Succession Planning, Coaching, Accounting, Training, Employee Training, PeopleSoft

Education
Central Michigan University   2013 — 2015

University of Detroit Mercy   1994 — 1999
BA, English

Dana Madhavan, CFP® Dana Madhavan, CFP® Greater Los Angeles Area Details
Dana Madhavan, CFP®'s Ameriprise Financial Experience August 2006 - August 2010
Job Financial Education Specialist
Industry Financial Services
Experience
Aon  November 2012 - Present
Columbia Management  August 2010 - February 2012
Ameriprise Financial   August 2006 - August 2010

Skills
Financial Planning, Series 7, Wealth Management, Series 66, investment analysis, Client Services

Education
Harvard University, Extension Program   2011 — 2011
Financial Accounting

Colgate University   2002 — 2006
Bachelor of Science, Economics & Psychology

Matt Farver Matt Farver Greensboro/Winston-Salem, North Carolina Area Details
Matt Farver's Ameriprise Financial Experience September 2008 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   September 2008 - Present

Skills
Retirement Planning, Series 7, Strategic Financial..., Mutual Funds, Investments, Insurance, Financial Advisory, Uniform Combined State..., Banking, Financial Reporting, Marketing, Leadership, Account Management, Sales, Microsoft Excel

Education
Clemson University   2003 — 2007
Financial Mngt, Accounting and Finance

Cornelia O'Grady Cornelia O'Grady Greater New York City Area Details
Cornelia O'Grady's Ameriprise Financial Experience January 2003 - December 2008
Job Senior Consultant at Termine Group
Industry Management Consulting
Experience
The Termine Group   January 2005 - Present
AXA Advisors  December 2008 - March 2010
Ameriprise Financial   January 2003 - December 2008
Waterbearer Productions, LLC   January 1993 - January 2005
Home Box Office, Inc.   October 1991 - October 1998

Skills
Finance, Insurance

Education
New York University   1995 — 1998
M.A., Communications

Lake Forest College   1987 — 1991
B.A., Art History

St. George's School   1984 — 1987

College for Financial Planning
Designation, Chartered Retirement Financial Counselor

DeVry University
Certificate, Information Technology

Shari O'Flanagan Shari O'Flanagan Greater Minneapolis-St. Paul Area Details
Shari O'Flanagan's Ameriprise Financial Experience July 2009 - Present
Job Senior Accountant at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2009 - Present
Ameriprise Financial   July 2009 - Present
Ameriprise Financial Services, Inc.   June 2001 - July 2009
Ameriprise Financial   June 2001 - July 2009
American Express  February 1999 - June 2001
American Express  February 1999 - June 2001
TCF Bank  February 1995 - February 1999
TCF Bank  February 1995 - February 1999
TCF Bank  February 1992 - February 1995
TCF Bank  February 1992 - February 1995

Skills
Journal Entries, Pivot Tables, XTND, Microsoft Word, Access 2000, Monarch Pro, PeopleSoft, CARTS, Microsoft Excel

Education
Chippewa Valley Technical College
Information Processing/Administrative Assistant

Jordan Prince Jordan Prince Greater Seattle Area Details
Jordan Prince's Ameriprise Financial Experience February 2015 - Present
Job Latitude 48 Group Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   February 2015 - Present
Morgan Stanley  May 2012 - February 2015
Edward Jones  March 2011 - March 2012

Skills
Wealth Management..., Financial Advisory, Personal Financial..., Asset Allocation, Asset Managment, College Education..., Retirement Planning, Stock Market, Business Planning, Coaching, Athletics, Tennis, 401k, 401k Rollovers, 529 Plans

Education
Seattle University   2008 — 2011
Individualized Business, Financial Planning and Services

Chabot College   2008 — 2008

Olympic College   2007 — 2008

Washington State University   2006 — 2007

Robert Dobie Beck Robert Dobie Beck Billings, Montana Area Details
Robert Dobie Beck's Ameriprise Financial Experience July 1999 - November 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2014 - Present
Ameriprise Financial   July 1999 - November 2014
Jenkins High School  September 1997 - August 1999
Selah High School   September 1991 - August 1997

Education
Central Washington University   1994 — 1998
Masters Degree, English

Montana State University-Bozeman   1986 — 1991
Bachelor's Degree, French

Santa Rosa Junior College   1985 — 1986
NA, General

Chris Kovarik, CFP Chris Kovarik, CFP Rockford, Illinois Area Details
Chris Kovarik, CFP's Ameriprise Financial Experience June 1998 - July 2001
Job Certified Financial Planner at McGladrey
Industry Financial Services
Experience
McGladrey Wealth Management LLC  December 2004 - Present
Ameriprise Financial   June 1998 - July 2001

Skills
Estate Planning, Tax, 401k, Foundations, Financial Planning, Wealth, Financial Advisory, High Net Worth..., Strategic Financial..., Financial Planners, Wealth Management, Retirement Planning, Investment Advisory, Investments, Insurance Planning, ERISA

Education
College for Financial Planning   2008 — 2010
CFP, Finance

Minnesota State University, Moorhead   1989 — 1994
BS, Finance and Management

Megan Barnes Megan Barnes Greenville, South Carolina Details
Megan Barnes's Ameriprise Financial Experience June 2005 - August 2005
Job Coordination Connoisseur at Think Up Consulting
Industry Marketing and Advertising
Experience
Think Up Consulting  March 2015 - Present
Erwin Penland  April 2011 - March 2015
Greenville County Schools  August 2010 - April 2011
Ameriprise Financial   June 2005 - August 2005

Skills
Event Planning, Promotions, Event Management, Production, Teaching, Marketing, System Administration, Spanish, Management, Analysis, Team Management, Account Management, Social Media, Brand Management, Budgets, Advertising, Social Media Marketing, Marketing Strategy, Leadership, Marketing Communications, Integrated Marketing

Education
Clemson University   2010 — 2013
Master's in Reading and ESOL Instruction

Clemson University   2006 — 2010
Bachelor of Arts, Secondary Education; Modern Languages-Spanish

Brian Gamard Brian Gamard New York, New York Details
Brian Gamard's Ameriprise Financial Experience February 2005 - June 2007
Job Trader
Industry Financial Services
Experience
Spartan Capital Securities, LLC  June 2012 - Present
Llaw & Company   July 2007 - May 2012
Ameriprise Financial   February 2005 - June 2007
American Express Financial Advisors  January 2004 - April 2005

Education
City University of New York-John Jay College of Criminal Justice   2001 — 2003
BS, Law

Philip Kuchuk Philip Kuchuk Greater New York City Area Details
Philip Kuchuk's Ameriprise Financial Experience September 1994 - June 2010
Job Financial Services Professional or a databased, conscentious employment
Industry Financial Services
Experience
Ameriprise Financial   September 1994 - June 2010

Education
City University of New York City College   1968 — 1972
BS, Biology

James A. Lawson III James A. Lawson III Greater Chicago Area Details
James A. Lawson III's Ameriprise Financial Experience June 2009 - 2012
Job Logistics at Vincent Huang & Associates
Industry Logistics and Supply Chain
Experience
Vincent Huang & Associates   December 2014 - Present
Ameriprise Financial   June 2009 - 2012
Harris Bank Cary-Grove   1997 - 2000

Skills
Payroll, Microsoft Excel, Outlook, Customer Service, Employee Benefits, Sales, Process Improvement, Human Resources, PeopleSoft, Public Speaking, Sourcing

Education
City Colleges of Chicago-Harry S Truman College   2012 — 2014
Accounting and Finance

Galileo Scholastic Academy of Math & Science

Galileo Scholastic Academy of Math & Science

Douglas McGowan Douglas McGowan Greater New York City Area Details
Douglas McGowan's Ameriprise Financial Experience December 2010 - March 2015
Job Global Account Director at LEVEL
Industry Financial Services
Experience
Level 3 Communications  March 2015 - Present
Ameriprise Financial   December 2010 - March 2015
Verizon Business  November 2003 - December 2010
Allegiance Telecom  March 2003 - November 2003
WorldCom  February 2000 - March 2003
WorldCom  January 1995 - February 2000

Skills
Managed Services, Telecommunications, Solution Selling, Account Management, Co-location, Professional Services, Contract Negotiation, Sales Management, RFP, VoIP, Direct Sales, Cloud Computing, Vendor Management, Outsourcing, New Business Development, Sales Process, Negotiation, Sales, Enterprise Software, MPLS, Selling

Education
City University of New York-Brooklyn College   1987 — 1989

Kingsborough Community College   1985 — 1987

Tim Mulkeen Tim Mulkeen Greater Chicago Area Details
Tim Mulkeen's Ameriprise Financial Experience Vice President of OperationsChicago Travel Consultants, Inc.
Job Program Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   Vice President of OperationsChicago Travel Consultants, Inc.

Education
Clarion University of Pennsylvania   1989 — 1993
BS, Marketing

Shawn M Murray Shawn M Murray Greater Minneapolis-St. Paul Area Details
Shawn M Murray's Ameriprise Financial Experience 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial   1996 - Present

Education
Colgate University   1990 — 1994
BA, Economics

Hill-Murray High School   1986 — 1990

Frank Madaia Frank Madaia Greater New York City Area Details
Frank Madaia's Ameriprise Financial Experience June 2010 - August 2010
Job FX broker at BGC Partners
Industry Financial Services
Experience
BGC Partners  June 2012 - Present
Capital Traders Group   November 2011 - July 2012
Ameriprise Financial   June 2010 - August 2010

Skills
Risk Management, Trading, Market Research, Trading Strategies, Equity Trading, Proprietary Trading, Bloomberg, Equities, Hedging, Trading Systems, Options, Electronic Trading, Financial Markets, Investments, Capital Markets, Hedge Funds, Technical Analysis, Alternative Investments, Data Analysis

Education
City University of New York-College of Staten Island   2007 — 2011
Bachelor of Science, Finance & Economics

cerrone richardson cerrone richardson Greater New York City Area Details
cerrone richardson's Ameriprise Financial Experience June 2005 - May 2009
Job Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2013 - September 2013
Bonwick Capital Partners  September 2012 - October 2012
JP Morgan Chase  May 2009 - August 2011
Ameriprise Financial   June 2005 - May 2009
Scottrade  January 2004 - December 2004
EY  September 2000 - October 2002

Skills
Credit Analysis, Credit, Series 6, Small Business Lending, Consumer Lending, Loans, Commercial Lending, Lines Of Credit, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Mortgage Banking, Cross Selling, Banking, Refinance, Portfolio Management, Private Banking, Series 63

Education
Fordham University - Graduate School of Business Administration   2003 — 2005
Master of Business Administration (MBA), Finance, General

Clark Atlanta University   1995 — 2000
Master of Arts (MA), Accounting

Sheron Simmons, MBA Sheron Simmons, MBA Greensboro, North Carolina Details
Sheron Simmons, MBA's Ameriprise Financial Experience July 2005 - May 2014
Job Senior Life and Disability Insurance Underwriter
Industry Financial Services
Experience
Transamerica  January 2015 - Present
Ameriprise Financial   July 2005 - May 2014

Skills
Underwriting, Life Insurance, Risk Assessment, Reinsurance, Customer Service, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Finance, Employee Benefits, Management, Financial Risk, Retirement Planning

Education
University of St. Thomas   2009 — 2011
Master of Business Administration (M.B.A.), Management

Charleston Southern University
Bachelor of Science (B.S.), Finance

fatima college

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