Ameriprise Financial
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Employees
Clean Energy Advisors, LLC October 2014 - Present
Waddell & Reed April 2014 - October 2014
Ameriprise Financial 2008 - April 2014
H & R Block Financial Advisors 2000 - 2008
OLDE Stockbrokers 1992 - 2000
Skills
Series 7, Retirement Planning, Series 63, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Equities, Investment Advisory, Series 6, Life Insurance, Financial Modeling, Mutual Funds, Finance, Financial Services, Financial Advisory, Investments, Securities, FINRA, Uniform Combined State..., Series 65, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, 401k, 401k Rollovers, Bonds, Asset Management, Alternative Investments, Leadership, Fixed Income, Municipal Bonds, Financial Planning
Education
East Carolina University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Mansquan High School
Mansquan High School
ARGI Financial Group August 2010 - Present
Fifth Third Securities December 2009 - July 2010
Ameriprise Financial August 1995 - December 2009
Skills
Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting,, Investment Policy..., Retirement Plan Reviews
Education
Eastern Kentucky University 1988 — 1989
BS, College of Law Enforcement
Western Kentucky University 1984 — 1988
General
Capital Guardian LLC April 2013 - Present
Ameriprise Financial 2008 - April 2013
America II Electronics, Inc. 1989 - 1994
Skills
Advanced Computer..., Organizational..., Business Expansion, Finance, Series 7, Retirement Planning, Risk Management, Asset Allocation, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Investments, Small Business, Business Planning, Strategic Planning, Employee Benefits, Business Analysis, Business Strategy, Analysis, Process Improvement, Budgets, Management Consulting
Education
Florida Atlantic University 2005 — 2007
Bachelor, Finance and International Business
College Canado-Haitien 1974 — 1981
High School Diploma
Winterville Insurance Agency September 2013 - Present
TradeMark Properties, NC February 2013 - September 2013
TradeMark Residential June 2010 - February 2013
Ameriprise Financial May 2009 - May 2010
East Carolina University College of Business August 2008 - May 2009
Equity Residential July 2004 - August 2008
Skills
Property Management, Finance, Accounting, Analysis, Asset Managment, Financial Analysis, Internal Audit, Account Reconciliation, Investments, Accounts Receivable, Portfolio Management, Strategic Financial..., Asset Management, Sales, Selling, Real Estate, Management, Real Estate Development, Investment Properties, Brokerage, Apartments, Insurance, Property, Real Estate Transactions, Leases, Real Estate Economics, Tenant, Customer Satisfaction, Property & Casualty...
Education
East Carolina University - College of Business 2008 — 2010
MBA, Finance
East Carolina University 2000 — 2004
B.S, Business Administration, Management
Vanguard June 2012 - July 2015
Valley of the Sun United Way August 2014 - January 2015
Randstad, on assignment at Vanguard September 2011 - May 2012
Ameriprise Financial April 2010 - September 2010
La Promenade March 2004 - April 2010
Skills
Data Analysis, Customer Service, Problem Solving, Cost Management, Microsoft Office
Education
Drexel University 2007 — 2011
BS, Economics
Ameriprise Financial April 2007 - Present
Pacific Life January 2004 - March 2007
Allmerica Financial January 2001 - December 2003
Nationwide Insurance August 1995 - December 2000
Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management
Education
Corporation for Long Term Care 2015 — 2015
CLTC
Florida Institute of Technology 1999 — 2001
Financial Planning
University of Central Florida 1987 — 1989
BA, Communications
Getting Smart LLC January 2006 - Present
YVI Enterprises, Inc. February 2011 - Present
Ameriprise Financial May 1985 - September 2005
American Express Financial Advisors 1985 - 2005
American Express TRS 1982 - 1992
Skills
Public Speaking, Leadership Development, Financial Planning, Coaching, Executive Coaching, Team Building, Strategic Planning, Small Business, Organizational..., Entrepreneurship, Organizational..., Leadership, Staff Development, Career Development, Change Management, Training, Management Consulting, Retirement Planning, Marketing Strategy, Marketing, Personal Development, Non-profits, Conflict Resolution, Marketing Communications, Emotional Intelligence, Strategic Financial..., Business Planning, Workshop Facilitation, Strategy, Nonprofits, Fundraising, Public Relations, Employee Training, Team Leadership, Business Coaching, Social Networking, Start-ups, Event Planning, Social Media, Negotiation, Program Management, Consulting, Business Development, Event Management
Education
University of Minnesota-Twin Cities 1978 — 1982
B.S., Business, Communications
Drake University 1977 — 1978
Business/Corporate Communications
Ameriprise Financial June 2010 - Present
CDI IT Solutions December 2001 - June 2010
Accenture January 1998 - September 2001
IHS May 1997 - December 1997
WMS Gaming (Williams Electronics, Williams Bally Midway) April 1995 - May 1997
Skills
CRM, Hardware, Windows 7, Visio, Vendor Management, Troubleshooting, Training, Technical Support, Software Installation, Software Documentation, SharePoint, Security, Requirements Gathering, Project Management, Process Improvement, Networking, Microsoft SQL Server, Management, Lotus Notes, Leadership, Information Technology, ITIL, Help Desk Support, Data Center, Customer Service, Access, IT Management, IT Service Management, Servers, Integration
Education
Eastern Illinois University 1989 — 1993
BA, Theatre/English
Ridgewood High School
Ameriprise Financial September 1997 - Present
C&D Electronics/Power Convertibles June 1992 - May 1997
Education
Drexel University 1975 — 1976
Master of Science, Information Science
University of Arizona 1967 — 1971
Bachelor of Arts, Education
Ameriprise Financial November 2009 - Present
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial Services, Inc. August 2006 - February 2008
Education
Florida International University - College of Business 2002 — 2006
BBA, Business Management
Cardinal Mooney HS 1998 — 2002
Ameriprise Financial August 1995 - Present
Education
Eastern Michigan University 1992 — 1995
Ameriprise Financial March 1995 - Present
Education
East Tennessee State University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Northeast State Community College 1990 — 1992
PEER 1 Hosting November 2012 - Present
Peak 10 April 2012 - November 2012
FTMS (Florida Technology Managed Services), a Division of The ARCO Group October 2010 - March 2012
A Small Orange Software November 2008 - November 2009
Web.com February 2008 - August 2008
123ID Inc. 2007 - 2007
Ameriprise Financial 2005 - 2007
Skills
VMware, Virtualization, Servers, Linux, Disaster Recovery, Cloud Computing, Technical Support, Active Directory, Windows Server, Firewalls, System Administration, DNS, Management, Troubleshooting, Networking, Security, SAN, Network Administration, Data Center, Cisco Technologies, Network Security, TCP/IP, Microsoft Exchange, Sales, Operating Systems, System Deployment, VMware ESX, VPN, Storage, Windows 7, SharePoint, Technical Leadership, Account Management, DHCP, Red Hat Linux, Sales Process, Fortinet, PHP, Citrix, Apache, IIS, MySQL, Help Desk Support, Linux System..., Product Management, Leadership, Business Development, Vendor Management, SaaS, Consulting
Education
Florida State College at Jacksonville 2000 — 2001
Ameriprise Financial October 1985 - March 2012
Medical Offices September 1977 - September 1985
Education
Duke University 1975 — 1977
BS, Allied Health
North Carolina State University 1966 — 1971
BS, Zoology
Ameriprise Financial December 2014 - Present
Boston Sports Clubs September 2014 - November 2014
Boston Celtics September 2013 - May 2014
Ameriprise Financial Services, Inc. June 2006 - August 2013
CNL Financial Group July 2012 - August 2012
Hispanic Business Initiative Fund January 2011 - January 2011
Skills
Team Building, Community Outreach, Databases, Financial Reporting, Continuous Improvement, Management, Marketing, Social Media, Sales Management, Marketing Strategy, Networking, Nonprofits, Microsoft Office, Operations Management, Public Speaking, Market Research, Sales, Time Management, Teamwork, Training, Team Management, Windows, Fitness
Education
Endicott College 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bishop Moore Catholic High Scool 2006 — 2010
High School
Ameriprise Financial December 2007 - Present
Wachovia Securities, LLC May 1995 - December 2007
First Union Securities March 1995 - April 1998
Education
University of Maryland College Park 1980 — 1982
Business Administration
Fisk University 1975 — 1977
Bus Administration
Thomas Edison State College
Business Management
BB&T Scott & Stringfellow July 2014 - Present
BB&T Scott & Stringfellow August 2009 - July 2014
Madison Precious Metals February 2009 - August 2009
Ameriprise Financial January 2008 - September 2008
Varnell Struck and Associates/NVS March 2003 - January 2008
Skills
Microsoft Office, Thompson One, Bloomberg Terminal, Morningstar, Constant Contact, ACT, S&P Market Scope, Financial Analysis, Strategic Financial..., Financial Advisory, Series 7, Investments, Financial Services, Analysis, Asset Allocation, Wealth Management, Series 63, Securities, Portfolio Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, FINRA, Finance, Series 65, Bloomberg, Relationship Management, Bonds, Wealth Management..., Financial Modeling, Client Services, Financial Risk, 401k
Education
East Carolina University 1997 — 2001
Bachelor of Science (BS), Finance/Marketing
East Carolina University
Corporate Finance and Marketing
Lewisville ISD, 2012-2013 Lewisville ISD School Health Advisory Council October 2012 - Present
BNI - NW Community Professionals 2010 - Present
Get Healthy Wealthy and Wise October 2008 - Present
Ameriprise Financial 2004 - Present
World Ventures 2013 - 2013
WFG Investments, Inc. 2013 - 2013
Portland Business Circle 2010 - 2010
Student - Empower U 2010 - 2010
Portland Business Alliance 2009 - 2010
Skills
Public Speaking, Coaching, Healthcare, Wellness, Nonprofits, New Business Development, Recruiting, Fun, Travel Planning, Leisure Travel, Online Travel, Marketing, Entrepreneurship, Building Relationships, Team Building, Selling, Fundraising, Personal Development, Lifestyle, Leadership, Social Networking, Leadership Development, Small Business, Social Media, Social Media Marketing, Event Planning, Sales, Online Marketing, Strategic Planning, Training, Contract Negotiation, Management, Customer Service
Education
Fayetteville State University 1988 — 1989
Law
Methodist University 1986 — 1987
Principal Financial Group August 2015 - Present
Ultimate Staffing January 2014 - August 2015
Ameriprise Financial November 2001 - January 2014
West Valley Staffing Group 1995 - 2000
Manpower 1992 - 1995
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Project Management, Vendor Management, Account Management, Training, Leadership, Management, Program Management, Marketing, Business Development, Event Planning, Interviews, Onboarding, New Hire Orientations, Temporary Staffing, Temporary Placement, Hiring
Education
Fashion Institute of Design & Merchandising 1991 — 1992
AA, Marketing
Deutsche Bank September 2013 - Present
Transportation Management Solutions, Inc February 2007 - 2012
Citibank North America, Inc. January 2006 - February 2007
Ameriprise Financial January 2005 - January 2006
Skills
Insurance, Finance, Loans, Investments, Shipping, Banking, Customer Service, Microsoft Office, PowerPoint, Leadership, Data Analysis, Financial Analysis, Analysis, Negotiation, Pricing, Forecasting, Sales, Business Development, Management, Process Improvement, Marketing, Operations Management, Relationship Management, Strategic Financial..., Financial Services
Education
UF Hough Graduate School of Business 2011 — 2013
Masters, Business Administration
Florida International University 1999 — 2004
Bachelor, Business Administration; Finance
Ameriprise Financial June 2005 - Present
Education
Duquesne University 2002 — 2004
MBA, Finance and IT
Indiana University of Pennsylvania 1997 — 2001
Bachelor, Economics
State Street June 2015 - Present
State Street January 2013 - June 2015
Morgan Stanley August 2012 - January 2013
AMERIPRISE FINANCIAL January 2012 - April 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Social Media, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
B.S.B.A., Finance
University of International Business and Economics 2010 — 2010
Trutech, LLC February 2015 - Present
Trutech, LLC April 2013 - Present
Destiny Charter Fishing February 1999 - November 2008
Purple Isle Marine Management March 2003 - January 2008
Ameriprise Financial September 2007 - December 2007
Skills
Archaeology, Prehistoric Archaeology, Archaeological Survey, Artifact Analysis, Cultural Resource..., Section 106, Excavation, NAGPRA, ArcGIS, GPS, Marine Industry, Marine Operations, Marine Survey, Marine Insurance, Marine Safety, Code of Federal..., Series 7, Financial Services, Personal Finance, Financial Planners, Stockbroking, GIS, Data Mapping, GPS navigation, Scuba Diving, Field Work, Navigation, Boating, Geography, Small Boat Operations, Mitigation, ArcMap, Anthropology, Research, Spatial Databases
Education
Florida Atlantic University 2009 — 2011
Bachelor of Arts (B.A.), Anthropology
Florida Atlantic University
Bachelor of Arts, Anthropology
Miami Dade College 2007 — 2009
Associate of Arts (A.A.), Anthropology
Miami Dade College
Associates of Arts, Anthropology
2011 University Of FloridaSt. Johns Archaeological Field School
Archaeology
University of Florida
Bachelor of Arts (B.A.), Archeology/Forensic Anthropology
Ameriprise Financial Services, Inc. July 1996 - Present
Ameriprise Financial 1996 - Present
Skills
Finance, Customer Service, Facebook, Insurance, Social Media, Retirement, Marketing, Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Disability Insurance, Public Speaking, Strategic Financial..., Team Building, Investment Advisory, Fixed Annuities, Pensions, Strategic Planning, Financial Analysis, Small Business, Leadership, Estate Planning, Financial Advisory
Education
Eastern Oregon University
B.S. Business
University of Michigan-Dearborn March 2014 - Present
Macomb Community College July 2010 - Present
Ameriprise Financial January 1999 - February 2015
Skills
Asset Allocation, Strategic Financial..., Financial Analysis, Insurance, Economics, Valuation, Series 7, Finance, Strategic Planning, Public Speaking, Leadership, Analysis, Risk Management, Research, Microsoft Office, Higher Education, Entrepreneurship
Education
University of Detroit Mercy 2008 — 2010
Master of Arts, Financial Economics
Eastern Michigan University 1995 — 2007
Bachelor Business Administration, International Business, Finance, German
Ameriprise Financial 2004 - Present
Fairfield County Chapter of Approved Baseball Umpires 2001 - Present
Fairfield High School March 2000 - June 2004
Education
Fairfield University 2000 — 2003
Finance, Finance
Ameriprise Financial January 1998 - Present
Education
Emory University 1985 — 1988
M.M.Sc, School of Public Health
University of Delaware 1980 — 1984
Bachelor, Biological Sciences
General Mills April 2009 - Present
Ameriprise Financial September 2007 - October 2008
Twin Cities Diversity in Practice 2005 - 2007
General Mills 2002 - 2005
Faegre & Benson LLP 1997 - 2002
Minnesota Court of Appeals 1998 - 1999
Skills
Strategy, Strategic Planning, Innovation, Innovation Management, Partnership-building, Cross-functional Team..., Non-profit Leadership, Association Management, Trade Associations, Diversity, Executive Coaching, Diversity Program...
Education
University of Minnesota Law School 1994 — 1997
JD, cum laude
Duke University 1988 — 1992
A.B. with distinction, Comparative Area Studies
UBS Wealth Management May 2007 - Present
Deloitte & Touche June 2006 - May 2007
Ameriprise Financial September 2002 - June 2006
Salomon Smith Barney May 2000 - March 2002
Skills
Securities, Series 7, AML, FINRA, Mutual Funds, Series 63, Series 24, Investment Advisory, Equities, Hedge Funds, Corporate Governance, Wealth Management, Alternative Investments, Investments, Fixed Income, Asset Management, Capital Markets
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
Duke University 1987 — 1991
BA, Political Science, History
Nutley 1984 — 1987
Fidelity Investments April 2015 - Present
Fidelity Investments April 2013 - April 2015
T. Rowe Price July 2011 - April 2013
T.Rowe Price January 2008 - July 2011
Ameriprise Financial April 2005 - December 2007
Inprax Performance Resources May 2004 - February 2005
Skills
Investments, Wealth Management, Retirement Planning, Financial Planning, Series 7, Asset Allocation, Investment Strategies, Model Portfolio, Portfolio Assessment, Wealth Preservation..., Estate Planning, Wealth Accumulation..., Mutual Funds, Annuity Sales, Licensed Life & Health..., High Net Worth..., Holistic Financial..., Series 63, FINRA, Uniform Combined State..., Life Insurance, Series 6
Education
Stockton University 2001 — 2003
BA, Business Studies
Fairleigh Dickinson University
Financial Planning Certificate Program, Winter 2012
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
Ameriprise Financial 1999 - Present
Education
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Ameriprise Financial Services, Inc. March 2014 - September 2014
Ameriprise Financial Services, Inc. October 2012 - March 2014
Ameriprise Financial November 2010 - October 2012
Ameriprise Financial Services, Inc. May 2009 - November 2010
EDS, an HP company October 2008 - March 2009
Bugaboo Creek Steak House June 2007 - November 2007
Getmembers.com January 2006 - June 2007
Moxie Interactive May 2004 - January 2006
GCI Group February 2001 - May 2004
Skills
Data Entry, Customer Service, Training, Management, Access, Project Management, Leadership, Human Resources, Recruiting, Event Planning, CRM, Public Relations, Research, Outlook, Employee Benefits
Education
Everest University-South Orlando 2015 — 2019
Business Administration and Management, General
Ameriprise Financial December 2003 - Present
Broadway Trading, LLC February 2000 - February 2002
Education
Emerson College 1987 — 1991
Mass Communication, Broadcast Journalism
INC Research September 2013 - Present
INC Research July 2011 - September 2013
Kendle International January 2010 - July 2011
Kendle International November 2008 - September 2009
Cadre May 2007 - June 2008
Western & Southern Financial Group April 2007 - May 2007
LPK April 2006 - October 2006
Ameriprise Financial May 2005 - March 2006
Skills
Database Management, Salesforce.com, Positive Team Player, Data Entry, Reliability, Multi Tasking, Customer Experience, Superior Organization, Problem Solving, Creative, Business Analysis, Microsoft Office, Dashboarding, Salesforce Reporting, Training, Communication Skills, New Business Development, Sales Support, Salesforce.com..., Troubleshooting, Employee Training, Salesforce.com..., Salesforce Training, Business Development, Sales, Business Intelligence, Sales Operations, Customer Service, Pharmaceutical Industry, Process Improvement, CRM
Education
Fairmont State University 2000 — 2005
Bacholer's Degree, Business Administrative
Rocky Brands, Inc. July 2014 - Present
Rocky Brands, Inc. August 2012 - July 2014
Dish Network October 2009 - August 2012
Verizon April 2009 - October 2009
SunTrust Bank May 2006 - August 2009
Ameriprise Financial November 2005 - April 2006
AT&T April 1995 - June 2005
AT&T September 1993 - March 1995
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Sales, Training, Retail, Account Management, PowerPoint, Strategic Planning, Process Improvement, Inventory Management, Microsoft Word, Project Management, Team Building, Technical Support, Coaching, Teamwork, Time Management, Sales Management, Management, Accounting, Public Speaking, Banking, Risk Management, Insurance, Supply Chain, Employee Training, Customer Experience, Marketing, Quality Assurance
Education
Florida Atlantic University 2014 — 2017
Master of Accounting, Forensic Accounting
Point Park University 1997 — 2005
B.S., Business Management, Psychology, 3.8
Virginia Polytechnic Institute and State University 1986 — 1989
Ameriprise Financial August 2000 - Present
Education
East Carolina University - College of Business 1979 — 1983
BSBA, Finance
University Lending Group November 2011 - Present
Fifth Third Bank February 2011 - November 2011
Cole Taylor Bank January 2010 - January 2011
Money Source Financial Services February 2009 - January 2011
Ameriprise Financial August 2006 - June 2008
United States Navy USS Donald Cook DDG 75 November 2001 - September 2005
Skills
Mortgage Lending, Loans, FHA, Credit Analysis, Investments, Leadership, USDA, Loan Origination, Credit, FHA financing, Finance, VA loans, Grief Counseling, Investment Properties, Marketing, Sales, Deposits, Series 7, Real Estate, Refinance, Insurance, Commercial Mortgages, Risk Management, Financial Analysis, Investment Strategies, First Time Home Buyers, Banking, Business Development, Commercial Lending, Mortgage Banking, Sellers, Program Management, Asset Allocation, Underwriting, Customer Service, Small Business Lending, Relocation, Short Sales, Residential Homes, Real Estate Transactions, Referrals, Real Estate Economics, Negotiation, Investors, Cash Flow, Selling, Securities, Financial Reporting, Financial Modeling, Commercial Banking
Education
Eastern Michigan University 2006 — 2008
BBA
US Bancorp April 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial August 2008 - March 2009
H&R Block Financial Advisors June 1995 - October 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities, Financial Advisory, Asset Managment, Wealth Management, Alternative Investments
Education
Florida State University 1991 — 1995
Bachelor of Science, Finance/ Multinational Business
Florida State University - College of Business 1991 — 1995
BS, Finance
Insight Advisory Group September 2015 - Present
Shaylear Financial Inc. February 2010 - Present
Simon Capital Management February 2010 - September 2015
Urban Affairs Coalition February 2013 - August 2014
TIAA-CREF February 2007 - February 2010
Ameriprise Financial May 2000 - January 2007
Skills
Retirement, Investment Management, IRAs, Financial Services, Portfolio Management, 401k, Investment Strategies, Alternative Investments, Series 63, Uniform Combined State..., Asset Management, ETFs, Asset Managment, Pensions, 401k Rollovers, Financial Planners
Education
Eastern University 2004 — 2013
MDIV/MA, Master's in Divinity and MA in Urban Economic Development
Temple University 1996 — 2000
B.A., Communications
Central High School 1992 — 1996
Bachelor of Arts (BA), College Prep
Virginia College January 2010 - Present
Amscot Financial December 2008 - Present
Ameriprise Financial December 2006 - February 2009
Cuts Unlimited July 2003 - December 2006
Rooms To Go October 2000 - July 2003
Education
St. Petersburg College
Associates of Arts, Business Administration
Florida International University
Bachelor of Arts, Business Administration -HR Management
University of South Florida
Bachelor of Arts, Accounting
Ameriprise Financial
Education
Drake University
Ora et Labora
SMA Tarakanita 1
Waldorf Astoria Chicago April 2015 - Present
Currently on sabbatical October 2014 - Present
Waldorf Astoria Chicago 2009 - 2014
Elysian Hotel Chicago October 2009 - January 2012
The Peninsula Hotel June 2007 - October 2009
Metropolitan Limousine Company March 2007 - May 2007
Hyatt Regency McCormick Place January 2007 - May 2007
Ameriprise Financial June 2005 - December 2006
Four Seasons Chicago August 1999 - May 2005
Four Seasons Hotel August 1999 - May 2005
Skills
Hospitality, Customer Service, Hospitality Industry, Hotels, Hospitality Management, Entertainment, Spanish, Concierge Services, Travel Arrangements, Food & Beverage, Luxury, Transportation, Hotel Management, Microsoft Office, French, Restaurants, Tourism, Resorts, Front Office, Rooms Division
Education
Fashion Institute of Technology 1982 — 1984
A.A.S., Marketing
Fashion Institute of Technology, State University of New York 1982 — 1984
A.A.S, Marketing
Benefitfocus September 2015 - Present
The Gromada Group LLC 2007 - Present
Spoleto Festival USA March 2015 - June 2015
Wedgewood Consulting Group, Inc. 2010 - 2010
Ameriprise Financial September 2005 - April 2007
Robert Half International 2007 - 2007
CTI BioPharma January 2004 - August 2005
The Home Depot 1998 - 2004
Skills
Strategy, Leadership, Business Development, Management, Consulting, Business Strategy, Recruiting, Networking, Program Management, Project Management, Strategic Planning, Business Planning, Coaching, Management Consulting, Operations Management, Research, New Business Development, Public Speaking, Training, Organizational..., Team Building, Finance, Cross-functional Team..., Analysis, Process Improvement, Entrepreneurship, Business Process, Strategic Partnerships, Change Management, Start-ups, Leadership Development, Small Business, Marketing
Education
American InterContinental University
Master of Business Administration (M.B.A.), International Business
Florida State University
Bachelor's Degree, Criminology
David Glasgow Farragut High School, Rota, Spain
Ameriprise Financial 2001 - Present
PJ Hart Financial Services 1999 - 2001
Blue Cross Blue Shield 1994 - 1999
General Electric 1980 - 1994
Education
Drexel University 1975 — 1980
B.S.B.A., Finance and Accounting
The Bower Companies: Expert Care and SERPEO February 2006 - Present
Strategic Employer Resources (SERPEO) February 2006 - Present
SHRM Learning System (EMU) September 2011 - Present
Detroit SHRM September 2008 - Present
Bd's Mongolian Grill January 1992 - January 2006
Ameriprise Financial January 1993 - January 1997
Skills
Employee Benefits, Human Resources, Personnel Management, Employee Engagement, Training, Employee Relations, Organizational..., Benefits Administration, Labor Relations, FMLA, HR Policies, HRIS, Performance Management, Leadership Development, Leadership, Federal Law, Interviews, Policy Writing, People Development, Staff Development, Deferred Compensation, Internal Marketing
Education
Eastern Michigan University 2007 — 2009
Master of Science, Human Resource and Organizational Development, 4.0
Western Michigan University 1983 — 1988
Bachelor, Business Administration; Accounting
Coldwater High School
Ameriprise Financial April 2009 - Present
Wells Fargo Securities August 2004 - April 2009
Education
Florida International University - College of Business
Bachelor, Finance with Minor in Marketing
IBM January 2014 - Present
IBM August 2010 - Present
IBM January 2005 - May 2010
Ameriprise Financial October 2007 - March 2010
IBM Global Services March 1999 - December 2004
IBM August 1992 - March 1999
IBM July 1980 - July 1992
IBM September 1977 - June 1980
Skills
IT Service Management, Asset, Data Center, Storage, IT Strategy, Servers, Capacity Planning, Disaster Recovery, Solution Design, Solution Architecture, Enterprise Architecture, IT Management, Outsourcing, Integration, Service Delivery, Architecture, Software Development, AIX, Service Management, ITIL, Strategy, SAN, IT Outsourcing, Information Technology, Infrastructure, Enterprise Software, Security, System Deployment, Project Portfolio..., IT Operations, Unix, Networking, Management, Technical Architecture, Global Delivery, Virtualization, Cloud Computing, Storage Area Networks, PMP, Pre-sales, Hardware, High Availability, IT Solutions, Storage Virtualization, Cisco Technologies, Incident Management, VMware, Business Continuity, Cluster, PMO
Education
Dutchess Community College 1976 — 1978
Business Management & Computer Science
Ameriprise Financial January 2006 - Present
Education
Florida International University - College of Business 2003 — 2005
Bachelors Degree, Finance, Accounting
Bayside Highschool
Bayside Highschool
Saints Joachim and Anne
The Flint Generals November 2007 - December 2008
Ameriprise Financial December 2003 - September 2007
Hurley Medical Center 1999 - 2004
Bank One August 1988 - July 1999
Education
Walsh College 1999 — 2003
MSF, Finance / Economics
Ferris State University 1982 — 1987
BS, Business Management
Ameriprise Financial December 1999 - Present
Skills
Education Planning, Employee Benefits, Ethical Character, Protection Planning, Risk Management
Education
Duke University 1995 — 1999
Bachelor of Arts (B.A.)
The Hill School 1992 — 1995
High School
Hilton Head Preparatory School 1985 — 1992
Environmental Health & Engineering, Inc. March 2014 - Present
EnergyMatters2U - Radio Podcast February 2014 - Present
OutSmart Power Systems June 2011 - February 2014
EnerNOC August 2009 - June 2011
EnerNOC March 2008 - August 2009
Eco-Logiq June 2007 - March 2008
Ameriprise Financial December 1997 - June 2007
Arthur D. Little May 1994 - December 1997
Skills
Smart Grid, Direct Sales, Contract Negotiation, Lead Generation, CRM, Sales Management, Market Development, CXO, Cleantech, Energy, Renewable Energy, Energy Efficiency, Channel Account..., Energy Conservation, Energy Consulting, Strategic Selling, Energy Policy, Start-ups, Energy Management, Business Development, Management, Strategic Partnerships, Demand Response, Energy Markets, Entrepreneurship, Leadership, New Business Development, Strategy, Sales Process, Carbon, Go-to-market Strategy, Selling, Alternative Energy, Sustainable Business, Sustainable Energy, Clean Technology, Sustainability, Channel Partners, Solar Energy, Photovoltaics, Energy Audits, Electricity Markets, Sales
Education
University of Massachusetts Lowell 1993 — 1995
MS, Work Environment Policy, Industrial Hygiene
Fairfield University 1980 — 1985
BA, Economics, French
Boston College High School 1976 — 1985
Alliance Francaise 1983 — 1984
Diplôme de la Langue Parlée, Language, Cultural Arts
24 Hour Fitness December 2014 - Present
24 Hour Fitness August 2014 - December 2014
Target July 2011 - May 2014
Prudential Financial May 2009 - July 2011
Ameriprise Financial January 2007 - March 2009
Ameriprise Financial August 2005 - January 2007
Bank of America July 2003 - August 2005
Skills
Human Resources, Recruiting, Marketing, Training, Team Building, Employee Benefits, Management, Payroll, Sourcing, Leadership Development, Employee Relations, Event Planning, Public Relations, Cold Calling, Business Development, Interviews, Onboarding, Talent Acquisition, Talent Management, Performance Management, Succession Planning, College Recruiting, Organizational...
Education
Nova Southeastern University 2010 — 2012
Master of Business Administration (MBA), Human Resources Management
Florida Atlantic University 2003 — 2007
Bachelor of Arts, Management and Marketing
Self-Employed May 2013 - Present
Where Italia srl March 2014 - May 2014
Uplifted June 2013 - September 2013
Ameriprise Financial May 2009 - May 2013
ING September 2007 - May 2009
Pamida 2003 - 2009
Skills
Social Media, Adobe Creative Suite, Photoshop, Electronic..., Written Communication, Joomla, Visio, MS Project, Customer Service, Compliance, Fundraising, Lotus Notes, Customer Relations, Mentoring, Event Planning, Innovation, Organizing, Photography, Microsoft Office, Solver, Nonprofits, Project Management, Program Management, Teamwork, New Business Development, Media Relations
Education
Drake University 2010 — 2013
MBA, Executive Development, 3.92
AIB College of Business 2007 — 2010
Bachelors of Science, Business Administration
Apple April 2012 - Present
Applied Biosystems June 2006 - June 2009
Golden Gate University February 2005 - May 2006
Aperian Global 2006 - 2006
The Ellington Group, Inc. 2003 - 2004
Ameriprise Financial January 2002 - March 2003
Institute of Noetic Sciences March 1998 - January 2001
Skills
Data Analysis, Spanish, Recruiting, Training, Organizational..., Employee Relations, Process Improvement, Human Resources, SAP, Project Management, Coaching, Team Leadership, Change Management, Management, Program Management, Sales, Strategic Planning, Business Analysis, Team Building, Leadership Development
Education
Drexel University - LeBow College of Business 2010 — 2012
MS, Human Resources Development
Golden Gate University 2003 — 2006
BS, Information Technology
John Deere August 2014 - Present
John Deere June 2013 - August 2014
John Deere June 2012 - May 2013
John Deere June 2011 - May 2012
Core Capital Strategies January 2011 - June 2011
Deere and Company May 2010 - August 2010
Ameriprise Financial December 2008 - April 2010
Skills
Public Speaking, Team Leadership, General Ledger, Accounting, Portfolio Management, Finance, Budgets, Time Management, Microsoft Word, Financial Analysis, Financial Reporting, Customer Service, Microsoft Office, Financial Risk, Microsoft Excel, Analysis, Access, Auditing, Account Reconciliation
Education
Drake University 2007 — 2011
Bachelor of Science, Finance and Accounting
Makerere University Business School 2009 — 2009
PNC Financial Services Group August 2009 - Present
Esther Alene Management January 2009 - Present
Ameriprise Financial October 2008 - April 2009
Western Michigan University August 2007 - December 2008
Education
Western Michigan University 2007 — 2008
Master of Business Administration
Dillard University 2004 — 2007
Bachelor of Arts, Economics and Finance
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Flagship Harbor Advisors, LLC March 2014 - Present
Bird Street Community Center September 2010 - Present
Ameriprise Financial Services, Inc. September 2002 - March 2014
Ameriprise Financial 2006 - 2008
The Partnership, Inc. 2005 - 2005
Travelers 1999 - 2002
CIGNA Property and Casualty 1997 - 1999
Education
Drexel University 1994 — 1997
BSBA, FInance
Cornwall College 1983 — 1990
HS, Business
Health Guidance Center November 2008 - June 2010
ASPire Financial Services August 2009 - May 2010
Smith Barney September 2007 - November 2008
Ameriprise Financial February 2005 - August 2007
ADP September 2001 - August 2003
Republican Party of Florida August 2000 - April 2001
Merrill Lynch August 1998 - October 2000
Republican Party of Florida February 2000 - August 2000
Bear Stearns 1997 - 1998
Education
Florida State University - College of Business 1996 — 1999
BA, Finance
Florida State University 1994 — 1999
Bachelor of Science, Finance
Kingwood High School 1990 — 1994
Marine Military Academy 1992 — 1993
Greensboro Day 1986 — 1990
SARJAC, Inc. March 2002 - Present
Ameriprise Financial September 2001 - March 2002
International Neon Products 1995 - 2000
SPS Payments System 1990 - 1995
United Airlines 1974 - 1990
Skills
Series 66, Series 7, Series 63, Securities, Financial Advisory, Investment Management, Retirement, Financial Services, Estate Planning, Private Equity, Insurance, Fixed Income, 401k, Bonds, Fixed Annuities, Wealth Management..., Finance, Asset Management, Budgets, Business Planning, Business Strategy, Due Diligence, Entrepreneurship, Financial Analysis, Investments, Management Consulting, Mergers, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Illinois Institute of Technology 1983 — 1985
MBA
Florida Atlantic University 1976 — 1978
BBA
Benedictine Military School
Dr. Matt Herrington October 2010 - Present
The Hayston Group, LLC October 2010 - Present
Diane Murakami, DDS February 2009 - Present
Ameriprise Financial 2002 - 2010
Embarcadero Dental February 2007 - February 2009
Transcendentist January 2005 - February 2007
Jonathan B Levine, DDS/GoSmile NY July 1992 - December 2004
Skills
Real Estate, Foreclosures, Real Estate Transactions, REO, Investment Properties, Investors, Public Speaking, Property, Short Sales, Customer Service, Entrepreneurship, Small Business, Marketing, Dentistry, First Time Home Buyers
Education
Fairleigh Dickinson University 1978 — 1980
AS, Dental Hygiene
Rich Dad Education
Real Estate Investing
World Equity Group October 2010 - Present
Buy Me Insurance January 2012 - Present
United Way of Ocean County 2009 - 2013
Ameriprise Financial August 2006 - October 2010
Smith Barney June 1998 - August 2006
Barron & Chase 1997 - 1998
Skills
Fixed income, Portfolio Management, Financial Analysis, Personal Financial..., Insurance, Fixed Income Portfolio..., Fixed Income, Wealth Management, Strategic Financial..., Finance, Investments, Retirement, Financial Advisory, Investment Advisory, Retirement Planning, Series 7, Securities, Small Business, Financial Services, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, 401k, Financial Planning
Education
Florida Metropolitan University
United Way of Dane County July 2015 - Present
Capital Fitness April 2013 - July 2015
Cornerstone Financial Resources June 2014 - September 2014
Trek Bicycle Corporation February 2014 - May 2014
Ameriprise Financial 2007 - 2011
Skills
Higher Education, Research, Public Speaking, Student Affairs, Teaching, Data Entry, Microsoft Word, Event Planning, PowerPoint, Marketing, Customer Satisfaction, Customer Service, Social Media, Microsoft Excel, Microsoft Office
Education
Edgewood College 2011 — 2015
Bachelor of Science (B.S.), Marketing
Edgewood College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Universidad de Málaga 2014 — 2014
Hispanic Studies, Business & Spanish Language
Charter Board Partners August 2014 - Present
Education Pioneers June 2014 - August 2014
Georgetown University's McDonough School of Business January 2014 - May 2014
Georgetown University's McDonough School of Business August 2012 - May 2014
T. Rowe Price June 2013 - August 2013
International Volunteer HQ May 2013 - May 2013
Advisor Financial Services, LLP May 2009 - August 2012
Ameriprise Financial February 2008 - May 2009
Georgia-Pacific LLC August 2007 - February 2008
Georgia Pacific August 2002 - August 2007
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), General Management
Emory University 2007 — 2008
Financial Planning Certification
Furman University
BS, Business Administration
Fidelity Investments December 2014 - Present
Fidelity Investments May 2013 - December 2014
Fidelity Investments September 2011 - May 2013
John Hancock Financial Services August 2007 - September 2011
Ameriprise Financial September 2006 - July 2007
American Brokerage Services April 2005 - August 2006
Susquehanna International Group September 2004 - March 2005
Delaware Investments, a member of the Macquarie Group September 2003 - March 2004
Skills
Insurance, Strategic Financial..., Marketing, Sales, Customer Service, Outlook, Microsoft Excel, Series 7, Mutual Funds, Microsoft Office, PowerPoint
Education
The American College 2008 — 2011
CLU, Chartered Life Underwriter
Drexel University 2001 — 2006
BSBaBA, Finance
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science, Business Administration, Finance Concentration
Ameriprise Financial 1985 - Present
Education
Drake University
TradeStation Securities February 2011 - Present
TradeStation Securities March 2010 - February 2011
Everest University March 2009 - March 2010
Ameriprise Financial October 2007 - October 2008
Alpha Kappa Psi September 2005 - April 2007
United States Marine Corps October 1999 - January 2004
Skills
Technical Analysis, Series 7, Leadership, Admissions, Securities, Financial Services, Training, Strategic Financial..., Finance, Mutual Funds, CRM, Loans, Banking, Asset Managment, Due Diligence, Investments, FINRA, Interviews, Asset Allocation, Trading, Options, Sales, Student Financial Aid, Customer Service, Wealth Management
Education
Florida International University - College of Business 2009 — 2010
Master of Science, Finance
Florida State University 2004 — 2007
Bachelor, Entrepreneurship and Small Buisness Management; Finance
PAi April 2014 - Present
PAi April 2012 - April 2014
PAi March 2008 - April 2012
Discover Financial Services January 2007 - March 2008
Associated Bank January 2005 - January 2007
Ameriprise Financial July 2004 - February 2005
Skills
Employee Relations, Talent Management, Performance Management, Onboarding, Employee Benefits, Benefits Administration, Recruiting, Talent Acquisition, Succession Planning, Applicant Tracking..., College Recruiting
Education
University of Wisconsin-Green Bay 1997 — 2000
Bachelor's, Business Management w/HR emphasis
Edgewood College 1993 — 1995
p.s. Denison May 2010 - Present
Joseph P. Lucia & Associates LLC November 2009 - April 2013
Ameriprise Financial January 2000 - October 2009
Merrill Lynch 1984 - 1990
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65, Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management, Insurance, Estate Planning, Investment Strategies, Asset Management, Retirement Income..., Portfolio Management, Alternative Investments, Finance, Risk Management, Retirement, Financial Services, Securities, Mutual Funds
Education
University of Maryland College Park 1975 — 1977
B.A., Radio, TV, and Film
Dutchess Community College 1973 — 1975
A.A., Liberal Arts/Humanities
Beneficial Bank 2013 - Present
2013 World Outgames 2012 - 2013
Legion Insurance 2007 - 2012
Merrill Lynch 2007 - 2007
Ameriprise Financial 2005 - 2007
Don Richard Associates 2005 - 2005
Skills
Recruiting, Talent Acquisition, Employee Relations, Process Implementation, Employee Benefits, Talent Management, Insurance, Human Resources, Management, Performance Management, Temporary Placement, Benefits Administration, Deferred Compensation, Program Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Leadership, Onboarding, Sourcing, Negotiation, Employer Branding, HRIS, Strategy
Education
Drexel University
Communications - Corporate Communicatons & Public Relations
Wingate University
Mass Communication/Media Studies
Fishbowl Marketing Analytics January 2015 - Present
Fishbowl Marketing March 2014 - December 2014
Fishbowl Marketing September 2012 - March 2014
Cvent February 2010 - May 2012
Ameriprise Financial January 2009 - January 2010
Public Elementary school located in Chiba prefecture's March 2008 - August 2008
Elizabethtown College June 2007 - August 2007
Skills
Japanese, Japanese culture, Translation, Client Service, Client Relationship..., Telephone Skills, Soft Skills, Software Training, Salesforce.com, Event Planning, Social Media, Customer Service, Microsoft Office, Event Management, Writing, Email Marketing, Public Relations, Database Management, Social Media Marketing, Word, Management, Training, Leadership, Marketing, Online Marketing, Customer Retention, Social Networking, Client Services
Education
Elizabethtown College 2004 — 2008
Bachelor's Degree, Japanese and Communications
GA
Macquarie Group July 2015 - Present
Citi June 2014 - August 2014
Fiesta Kids, Inc August 2011 - August 2013
FOLIOfn February 2011 - July 2013
FOLIOfn March 2008 - February 2011
Ameriprise Financial May 2007 - March 2008
Skills
Financial Modeling, Investments, Strategic Financial..., Competitive Analysis, Business Analysis, Portfolio Management, Spanish
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Mary Washington College 2003 — 2007
Bachelor of Science (B.S.)
Collins Electrical Construction Co. January 2015 - Present
Collins Electrical Construction Co. April 2013 - Present
Collins Electrical Construction Co. July 2012 - March 2013
Ameriprise Financial November 2011 - July 2012
Ameriprise Financial August 2010 - November 2011
Graybar Electric August 2008 - August 2010
Education
University of St. Thomas - Opus College of Business 2010 — 2013
M.B.A., Finance
Florida Gulf Coast University 2003 — 2008
B.S., Finance
University of Michigan 2006 — 2006
Ameriprise Financial July 2012 - Present
Drew University Equestrian Team September 2011 - Present
New York Yankees October 2012 - October 2012
Pearl Media LLC September 2011 - December 2011
The Red Mill Museum Village May 2010 - August 2010
Ikaria January 2007 - January 2008
Education
Drew University 2007 — 2011
B.A, Anthropology
Ameriprise Financial July 2009 - Present
Keller Williams Realty, Inc. February 2004 - July 2007
Fireside Hearth & Home (Eau Claire & Minocqua) November 1995 - January 2004
Skills
Microsoft Excel, Microsoft Office, Customer Service, Time Management, Financial Planning, Process Improvement, Analysis
Education
East Carolina University 1992 — 1994
Ragsdale High School 1988 — 1992
Ameriprise Financial November 2010 - Present
U.S. Census Bureau -- Census Coverage Management March 2010 - September 2010
Broadridge July 2009 - October 2009
Boston Financial Data Services October 2007 - December 2008
Boston Financial Data Services August 1997 - October 2007
Federated Investors 1993 - August 1997
Skills
Project Management, Vendor Management, Data Analysis, Mutual Funds, Customer Service, Strategy, Leadership, Process Improvement, Business Analysis, Technical Support, Lotus Notes, XP, Change Management, Management, SharePoint, Outlook, Budgets, Microsoft Office, Call Centers, Investments, Business Strategy, Series 63, Financial Services, Asset Managment, Team Leadership, Requirements Gathering, Microsoft Excel
Education
Eastern Nazarene College 1988 — 1993
Inland American Business Manager & Advisor, LLC January 2014 - Present
Equable Ascent Financial, LLC January 2012 - December 2013
Equable Ascent Financial, LLC April 2010 - January 2012
Cerner Corporation February 2006 - December 2006
Ameriprise Financial May 2006 - August 2006
Elgin Corrugated Box Company January 1998 - January 2004
Skills
Accounting, Accounts Receivable, Budgets, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Portfolio Management, Presentation..., Strategic Financial..., Due Diligence, Mergers
Education
Dominican University 2008 — 2009
Masters of Business Administration, Accounting, 4.0
William Jewell College 2004 — 2008
Bachelors, Accounting, Business Administration, ACT-IN, 3.91
St. Charles East 2000 — 2004
Oxford University
Overseas Honors Program, General Studies
Regions Financial Corporation September 2013 - July 2014
Merrill Lynch November 2012 - September 2013
Garrison Wealth Management March 2011 - October 2012
Edward Jones August 2009 - March 2011
Ameriprise Financial June 2006 - March 2009
Ameriprise Financial June 2002 - June 2006
Ameriprise Financial January 1993 - June 2002
Ameriprise Financial Advisors March 2000 - February 2002
Skills
Series 7, Series 66, Series 24, Series 9, Series 10, Fixed Annuities, FINRA
Education
Florida State University 1968 — 1971
BS, Education
Florida International University
BS, Education
Ameriprise Financial May 2000 - Present
Pierce Transit October 1998 - April 2000
Washington State Department of Transportation April 1990 - October 1998
Centralia Mining Corp. June 1982 - March 1990
Tektronix August 1975 - June 1982
Education
Eastern Washington University 1966 — 1975
MBA, Financial Management
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Gain Capital Group November 2007 - June 2015
Forex.com GAIN Capital Group October 2008 - April 2011
Forex.com GAIN Capital Group November 2007 - October 2008
Ameriprise Financial October 2006 - May 2007
American Express Financial Advisors 2006 - 2007
Skills
Series 7, series 66, series 3, series 34, Investments, Financial Services, Securities, Equities, Canadian FLC, Canadian NEC, Forex, Leadership Development, Change Management, FINRA, Finance, FX Options, Financial Markets, Foreign Exchange, Electronic Trading, Trading, Management, Training, Uniform Combined State..., Salesforce.com, Analysis, FX Trading
Education
NeuroLeadership Institute 2011 — 2012
Farleigh Dickinson University, Florham Park
B.A, Hospitality Management
Fairleigh Dickinson University
Bachelor's degree, Hospitality Administration/Management
PNC Investments October 2013 - Present
3 River Wealth Management Group, Inc. November 2009 - October 2013
Ameriprise Financial November 2004 - November 2009
Cornerstone America May 2004 - November 2004
Education
Duquesne University 2011 — 2011
Executive Certificate in Financial Planning, School of Leadership
Washington and Jefferson College 2000 — 2004
Bachelors, Economics
March of Dimes March 2009 - September 2009
Ameriprise Financial November 2007 - December 2008
Education
Dutchess Community College 2001 — 2003
Adolescent Psychology & Chemical Dependancy Counseling
3 Rivers Wealth Management November 2009 - Present
Ameriprise Financial November 2005 - October 2009
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Series 7, Investments, Investment Strategies, Financial Planners, Fixed Annuities, Securities
Education
Duquesne University 2000 — 2002
Masters
University of Pittsburgh 1996 — 2000
Bachelelor's of Science, Interdisciplinary Studies
Springdale 1992 — 1996
Westfield February 2013 - Present
Ameriprise Financial June 2010 - December 2011
Luxottica Group September 2007 - January 2010
Ogilvy and Mather June 2006 - September 2007
Skills
Sales, Marketing, Customer Service, Social Media Marketing, Marketing Strategy, Management, Advertising, Digital Marketing, Social Media, Online Advertising, Marketing Communications, Brand Development, Integrated Marketing
Education
Fairfield University
Bachelor of Arts, Communications and Sociology
Ameriprise Financial 1998 - Present
Education
Eastern Illinois University 1986 — 1987
Masters in Business Administration, Finance
Eastern Illinois University 1982 — 1986
Bachelor of Science, Business and Finance
Cushman & Wakefield May 2015 - Present
Integra Realty Resources April 2014 - April 2015
RK Auto Group February 2011 - March 2014
Bloomberg March 2010 - January 2011
Ameriprise Financial August 2009 - December 2009
Skills
Bonds, Loans, Equities, Fixed Income, Derivatives, Financial Modeling, Financial Markets, Capital Markets, Portfolio Management, Financial Analysis, Investments, Bloomberg Terminal, Microsoft Office, Bloomberg, Sales, Finance, Financial Services, Banking
Education
Monmouth University 2011 — 2011
MBA, Finance
Florida Southern College 2005 — 2009
BS, Finance
ADP September 2012 - Present
Convergys Corporation July 2009 - January 2012
Ameriprise Financial November 2004 - November 2009
Ford Motor Company February 1984 - November 2004
Skills
Business Relationship..., Consulting, Financial Services, Human Resources, Training, Marketing, Business Transformation, Sales, Leadership, Cross-functional Team..., Team Building, Program Management, Management, Project Management, Talent Management, Employee Training, Employee Relations, Recruiting, Leadership Development, Strategic Planning, Succession Planning, Strategy, Project Planning, Product Management, Sales Management, Outsourcing, P&L Management, Performance Management, Process Improvement, Customer Retention, Performance Improvement, Enterprise Software, Change Management, BPO, Talent Acquisition, Vendor Management, CRM, Employee Engagement, Call Centers, Team Leadership
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business
Westminster College (PA) 1979 — 1983
BA, Business
Ameriprise Financial OfficialAJHL2012 - 2012
Boston Triathlon Team 2011 - 2011
Minuteman Swimming 2011 - 2011
Education
Elmira College 2002 — 2006
Bachelor's, Business, Management, Accounting
Trinity Pawling School 2001 — 2002
Chelmsford High School 1997 — 2001
Ameriprise Financial June 2010 - Present
Ameriprise Financial June 2008 - June 2010
Education
Drake University
BSBA, Business Administration
Dynamic Financial Solutions, LLC August 2007 - Present
Ameriprise Financial June 2004 - July 2007
IDS Life Insurance Company June 2004 - July 2007
Skills
Financial Advisory, Estate Planning, Cash Management, Retirement Planning, Financial Planners, Investments, Mutual Funds, Risk Management, Investment Strategies, Securities, Retirement, Fixed Annuities, Life Insurance, Financial Services, Finance, Insurance, Employee Benefits, Bonds, Financial Planning
Education
Eastern New Mexico University 2000 — 2004
Business Administration, Minor in Accounting
Borger High School
Keller Williams Realty Professionals March 2015 - Present
REM Creative Group July 2012 - May 2013
Homestead Diagnostic Center July 2010 - May 2012
Dermatology Research Institute Dr. Brandt August 2009 - March 2010
Ameriprise Financial November 2007 - January 2009
Stratton & Feinstein Law Firm December 2004 - December 2006
Skills
Social Media Marketing, Social Media Development, Metrics Analysis, Photography, Photoshop, Graphic Design, Microsoft Office, Promotional Products, Promotional Design, Public Health, Social Media, Promotions, Email Marketing, Marketing Strategy, Analysis, Business Development, Marketing, Leadership, Management, Entrepreneurship, Advertising, Public Relations, Public Speaking, Event Management, Social Networking
Education
Florida International University 2006 — 2010
Bachelor's in Business Administration, Marketing
Ameriprise Financial April 2002 - Present
Plante & Moran Financial Advisors August 2001 - April 2002
Smith Barney June 1999 - August 2001
Norton Capital Management January 1995 - June 1999
Smith Barney September 1991 - January 1995
Morgan Stanley Dean Witter June 1990 - September 1991
Smith Barney January 1987 - June 1990
Skills
Series 7, Licensing, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Bonds, Estate Planning, Investments, Series 63, Equities, Portfolio Management, Insurance, Asset Allocation, Series 6, Investment Advisory, Retirement, Fixed Annuities, 401k
Education
El Camino College 1983 — 1985
Business
Aviation High School 1979 — 1982
BB&T Scott & Stringfellow January 2015 - Present
First Citizens Bank & Trust of South Carolina May 2012 - December 2014
BB&T March 2006 - April 2012
Ameriprise Financial September 1999 - March 2006
Teach For America August 1997 - July 1999
Skills
Wealth Management, Investments, Series 7, Estate Planning, Investment Management, Financial Advisory, Retirement, Retail Banking, Public Speaking, Series 63, Asset Allocation, Securities, Team Building, Retirement Planning, Investment Strategies, Strategic Financial..., Alternative Investments, Sales Management, Long-term Care, Asset Managment, Series 65
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
Hamilton College 1993 — 1997
1997, Neuroscience
Fraise Auction & Real Estate November 2010 - Present
Ameriprise Financial April 2008 - November 2010
Fraise Auction and Real Estate February 2006 - April 2008
Diversified Graphics 2005 - 2008
Turn Up the Music, Inc. March 1999 - October 2005
TUTM Entertainment 1999 - 2005
US Toy Magic 1997 - 1999
Skills
Marketing, Marketing Strategy, Social Networking, Social Media Marketing, Marketing Communications, Advertising, Social Media, Sales, Management, Customer Service, Strategic Planning, Real Estate, Negotiation, Leadership, Public Relations, Team Building, Microsoft Office, Event Planning
Education
Drake University 1994 — 1997
BSBA, Marketing & Management
Illinois Valley Central High School 1990 — 1992
High School
Ameriprise Financial Financial Advisor/Registered PrincipalAmeriprise Financial Services, Inc.2001 - Present
Education
Eastern Mennonite University 1985 — 1989
Ameriprise Financial November 2007 - Present
Education
Florida International University - College of Business 2003 — 2007
Logos Technologies, Inc. 2010 - Present
Deloitte 2009 - 2010
BearingPoint 2007 - 2009
Ameriprise Financial 2004 - 2006
Northrop Grumman 2003 - 2004
Skills
Resource Allocation, Variance Analysis, Project Control, MS Project, Program Management, Finance, Process Improvement, Accounting, Financial Analysis, Analysis
Education
Florida Agricultural and Mechanical University 1997 — 2002
MBA, Business
J.P. Morgan September 2010 - October 2011
KPMG 2008 - June 2010
Ocean Tomo December 2005 - July 2008
Ameriprise Financial December 2003 - October 2005
Education
Eastern Mennonite University 1999 — 2003
Ameriprise Financial November 2004 - Present
Ford Motor Company 2000 - 2004
Education
Duke University - The Fuqua School of Business 1999 — 2002
Westminster College 1979 — 1983
BA, Business
TruGreen LandCare May 2009 - Present
Ameriprise Financial 2000 - 2003
Skills
Strategic Financial...
Education
Drexel University 1995 — 2000
Ameriprise Financial August 2010 - Present
Ameriprise Financial July 2007 - July 2010
Education
Ferris State University
B.S., Accounting
UnitedHealthcare 2012 - Present
Ameriprise Financial May 2011 - August 2012
Ameriprise Financial 2009 - 2011
Ameriprise Financial 2005 - 2009
Skills
Cross-functional Team..., Change Management, Leadership, Strategy, Management, Contract Negotiation, Strategic Planning, Vendor Management, Marketing, Business Strategy, Business Process..., Relationship Management, Insurance, Fixed Annuities, Team Building, Project Planning, Integrated Marketing, Leading Change, Leading Cross..., Driving Results, Performance Management, Business Process, Enterprise Software, Sales, Mutual Funds, Human Resources, Product Management, Variable Annuities, Product Marketing, Product Launch, Competitive Analysis, Department Budget..., Managing Project Budgets, Financial Services
Education
Florida Institute of Technology 1988 — 1993
B.S., Business Administration
Ameriprise Financial 1999 - Present
Education
Florida State University 1994 — 1996
Bachelor of Science, Business/Management
College of Financial Planning
Ameriprise Financial 2006 - Present
Bank of America 2001 - 2006
Merrill Lynch 1997 - 2000
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Financial Services, Investments, Asset Allocation, Securities, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Retirement, Alternative Investments
Education
Emory University 1993 — 1997
BBA, Finance, Political Science
Tech^3 May 2009 - Present
The Nielsen Company May 2007 - May 2009
Ameriprise Financial December 2005 - September 2006
Toro 2004 - 2005
ISD 15 - Saint Francis School District 2001 - 2004
Hazelden Foundation May 1996 - May 1999
Career Dynamics Seminars April 1995 - August 1998
Education
Walden University 2009 — 2011
MISM, Information Sytems Managment Information Security
Hamline University 1992 — 1994
Minneapolis Community and Technical College 1990 — 1992
AA, Humanities
Emerson College 1984 — 1986
Mass Comm
Tenafly High School 1980 — 1984
HS
Optum Technology June 2012 - Present
Clientek April 2009 - June 2012
Weatherly Consulting October 2005 - January 2009
Ameriprise Financial 2007 - 2008
Ameriprise Financial 2006 - 2007
Ameriprise Financial 2005 - 2006
Federal Reserve Bank of Minneapolis 1997 - 2000
Federal Reserve Bank of Minneapolis 1995 - 1997
Federal Reserve Bank of Minneapolis 1993 - 1995
Eclat, Inc 1989 - 1992
Skills
Microsoft Office, Cross-functional Team..., Compliance, Waterfall, Business Analysis, Agile Project Management, Certified Scrum Master..., Demos, Program Management, Software Project..., Agile Methodologies, Project Management, Integration, Leadership, Business Intelligence, Process Improvement, SDLC, Cloud Computing
Education
West Virginia University 1981 — 1982
MA, Organizational Communication
Emerson College 1977 — 1981
BS, Organizational Communication
Allis Collective April 2014 - Present
TEAK Digital January 2014 - April 2014
SA-5 September 2012 - December 2013
3e The Life Time Agency August 2011 - July 2012
Altered Esthetics, non-profit art gallery November 2010 - July 2012
3e The Life Time Agency September 2010 - August 2011
Ameriprise Financial September 2008 - September 2010
Meredith Coorperation October 2005 - April 2008
Skills
Art Direction, Graphic Design, Motion Design, Web Design, Creative Direction, Art, Painting, Collateral, Motion Graphics, Editorial, Animation, Layout, Illustration, Adobe Creative Suite, Typography, Illustrator, Corporate Identity, Logo Design, Branding & Identity, Business Cards, Magazines, Brochures, InDesign, Graphics, Mac
Education
Drake University 2004 — 2008
BFA, Graphic Deisign, concentration in painting
Studio Arts Center International 2006 — 2006
semester abroad, Art
BNY Mellon October 2010 - Present
BNY Mellon July 2009 - October 2010
Duquesne University August 2007 - August 2008
Ameriprise Financial August 2005 - February 2007
Skills
Strategic Financial..., Financial Analysis, Asset Allocation, Customer Service, Sales, Employee Training, Project Management, Finance, Research, Change Management, Leadership, Risk Management, Process Improvement, Management
Education
Duquesne University 2007 — 2008
MBA, Sustainability
Duquesne University 2001 — 2005
BS, Leadership & Change Management, Finance
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Express Scripts November 2009 - October 2011
Ameriprise Financial August 2006 - November 2009
US Bank 2004 - 2006
Thomson Reuters May 2003 - October 2004
Skills
Integration, Windows, Data Warehousing, SDLC, Vendor Management, Leadership
Education
Florida International University 2000 — 2001
Management Information Systems, MIS
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1996 — 2000
Engineering, Computer Science
Princeton Investment Services April 2011 - Present
Wells Fargo Advisors May 2008 - April 2011
Ameriprise Financial May 2006 - March 2008
Skills
Wealth Management, Management Consulting, Financial Advisory, Series 7, Financial Services, Mutual Funds, Stocks, Municipal Bonds, Corporate Bonds, Estate Planning, Fixed Income Strategies, Investment Management, Retirement Planning, Financial Planners, Securities
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial
Education
Drake University
Master of Business Administration (MBA)
Iowa State University
Bachelor of Science (B.S.), English/Journalism
Westwood Financial Corp. April 2014 - Present
Elephant Development Services June 2012 - Present
CBRE May 2013 - April 2014
Jones Lang LaSalle July 2012 - November 2012
Novare Group March 2008 - July 2012
Fifth Street Management May 2007 - December 2007
Ameriprise Financial 2005 - 2007
Skills
Real Estate, Commercial Real Estate, Project Management, Property Management, Budgets, Management, Project Planning, Investments, Investment Properties, Disposition, Contract Management, Real Estate Development, Leases, Brokerage, Real Estate Economics, Marketing, Contract Negotiation, Residential Homes, Construction, Shopping Centers, Facilities Management, Finance, Location Intelligence, Property, Lease Administration, Asset Management, Corporate Real Estate, Real Estate Transactions, Tenant, Investors, Due Diligence, Condos, Landlords, Sellers, REO, Foreclosures, Acquisitions, Valuation, Apartments, Relocation, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Real Estate, Management, and Marketing
Ameriprise Financial October 1995 - Present
PwC 1978 - 1983
Education
Florida State University 1976 — 1978
M Acc, Accounting
University of South Florida 1974 — 1976
BA, Business
St. Petersburg College 1973 — 1974
AA, Business
Ameriprise Financial March 1986 - Present
ADP June 1980 - March 1986
Education
Eastern Michigan University 1976 — 1980
BA, Operations Research and Information Systems
SourceHOV October 2012 - Present
Genesis10 Corporation May 2011 - August 2011
Ameriprise Financial Services, Inc. November 2008 - May 2010
Ameriprise Financial November 2008 - May 2010
H&R Block Financial Advisors December 1999 - October 2008
OLDE Discount Brokers August 1988 - November 1999
Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management
Education
Eastern Michigan University 1982 — 1986
BBA, Business Information Systems
Amazon October 2014 - Present
Sasquatch Partners, LP January 2013 - Present
Lucky Brand Jeans August 2012 - April 2014
Pacific Sunwear May 2010 - July 2012
Abercrombie & Fitch August 2007 - April 2010
Ameriprise Financial August 2006 - December 2006
Ketchum June 2006 - August 2006
Skills
Fashion, Retail, Trend, E-commerce, Product Development, Sourcing, Strategy, Merchandising, Management, Cross-functional Team..., Sales, Product Management, Marketing Strategy, Trend Analysis, Apparel, Marketing, Visual Merchandising, Inventory Management, Pricing, Textiles, Assortment, Social Media, Store Management
Education
Duke University 2003 — 2007
BA, Political Science, Markets and Management
Calabasas Counseling Center February 2014 - Present
Conscious Recovery by CLARE Foundation, Inc February 2014 - Present
Interfaith Shelter Network, Inc January 2013 - Present
St. Helena Center for Behavioral Health September 2012 - Present
U.S. Trust, Bank of America December 2007 - June 2011
Citicorp Investment Services August 2006 - December 2007
American Express Financial Advisors February 2003 - August 2006
Ameriprise Financial March 2002 - March 2006
N/A February 2001 - February 2003
Skills
CBT, DBT, Addiction Recovery, Psychodynamic, Motivational..., Public Speaking, Social Services, Investments, Fixed Income, Management, Securities, Strategic Planning
Education
University of San Francisco 2011 — 2013
Masters, Counseling Psychology
Fairleigh Dickinson University 1984 — 1989
BS, Finance/Economics
Ameriprise Financial August 2007 - Present
Baptist Medical Center August 2003 - August 2004
Medical Center of Central Georgia July 2002 - July 2003
First Family Financial Services May 1993 - July 2002
Education
Florida State College at Jacksonville 2004 — 2008
AS in Financial Services, Finance / Healthcare
Ameriprise Financial May 2010 - Present
Bank of America/Columbia Management July 2003 - April 2010
Citigroup (Smith Barney) Asset Management 1993 - 2003
Skills
Securities, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Financial Services, Equities, Fixed Income, Risk Management
Education
The Catholic University of America, Columbus School of Law 1982 — 1986
JD, Law
Duke University 1975 — 1979
AB, Russian Area Studies and History
Pacific Life January 2009 - Present
Phoenix Life Insurance Company September 2008 - January 2009
Ameriprise Financial 2006 - 2008
Jackson National Life 1996 - 2005
Skills
Vantage-One, wmA, DSS, Business Analysis, Business Intelligence, Business Requirements, CICS, COBOL, DB2, Decision Support, Enterprise Architecture, Fileaid, Fixed Annuities, IT Strategy, Insurance, JCL, College Recruiting, Life Insurance, Mainframe, Process Improvement, PMO, Requirements Analysis, Requirements Gathering, Software Documentation, Software Project..., Systems Analysis, TSO, User Acceptance Testing, VSAM, Variable Annuities, Variable Life, Vendor Management, Visio, WMA
Education
Eastern Washington University
Online Vacation Center January 2014 - Present
Holman Automotive Group July 2012 - December 2013
Bronner Group May 2010 - July 2012
Friedman Huey & Associates January 2010 - April 2010
Baumeister Electronic Architects 2007 - 2008
TD Ameritrade 2006 - 2007
Ameriprise Financial 2005 - 2006
Skills
Excel, Management Consulting, Financial Analysis, Financial Planning, Auditing, Writing, Internal Audit, Risk Assessment, Microsoft Office, Financial Reporting, Accounting, Microsoft Excel, CPA, Management, Financial Accounting, Strategic Financial..., Process Improvement, Analysis, Government, Accounts Receivable, Finance
Education
University of Illinois at Chicago 2008 — 2009
MS, Accounting
Florida Atlantic University 2002 — 2005
B.B.A., Finance
Nova High School 1996 — 2000
Ameriprise Financial December 1989 - Present
Education
Eastern Illinois University 1973 — 1976
BA
Ameriprise Financial 2005 - Present
Ameriprise Financial Advisors 2001 - 2005
Ameriprise Financial 1997 - 2001
Education
Florida Atlantic University 1993 — 1995
Bachelor of Science, Finance
Ameriprise Financial October 2007 - Present
Skills
Investments, Retirement, Portfolio Management, Estate Planning, Financial Analysis, MS Office, MS...
Education
Fairfield University
BS, Mathematics
Ameriprise Financial April 2006 - July 2008
NorthWorks Occupational Health February 1999 - April 2006
Education
Duquesne University
BSN
University of Minnesota-Twin Cities
MPH, Occupational Health Nursing
Mitsubishi Electric Power Products, Inc. April 2012 - Present
MEPPI September 2011 - April 2012
Duquesne University August 2009 - May 2011
Ameriprise Financial January 2006 - August 2009
Ireland Institute of Pittsburgh September 2008 - June 2009
Duquesne University January 2008 - May 2008
Skills
Microsoft Office, Strategic Planning, PowerPoint, Microsoft Excel, Public Speaking, Data Analysis, Leadership, Project Management, Research, Customer Service, Microsoft Word, Process Improvement, Strategy, Public Relations, Marketing, Program Management
Education
Duquesne University 2009 — 2011
MBA, Management
Duquesne University 2005 — 2008
Public Relations
Ambridge High School
Ameriprise Financial August 2006 - Present
Best Buy April 2005 - April 2006
General Mills January 1999 - April 2005
Skills
Series 7, Series 24, Series 63, Series 66, Retirement Planning, Finance, Strategic Planning, Microsoft Office, Strategic Financial..., Retirement, Investments, Program Management, FINRA, Asset Allocation, Financial Planning, Securities, Estate Planning, Insurance, Risk Management, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1994 — 1995
Accounting and Business/Management
Florida Agricultural and Mechanical University 1989 — 1992
Business Administration and Management, General
Nexage September 2014 - Present
Adobe Digital Marketing April 2012 - September 2014
iProspect January 2011 - April 2012
Commission Junction June 2010 - January 2011
Ameriprise Financial August 2008 - May 2010
Skills
PPC, SEM, Web Analytics, Google Analytics, Lead Generation, Digital Marketing, Search Advertising, Google Adwords, SEO, Omniture, Advertising, Mobile Marketing, Online Advertising, Online Marketing, Digital Strategy
Education
East Carolina University 2003 — 2008
Bachlor of Science, Media Studies: Public Relations & Journalism
Ameriprise Financial November 1995 - Present
Education
Duke University 1972 — 1974
PhD, French Literature
Louisiana State University 1967 — 1970
MA, French Literature
Tulane University 1962 — 1966
BA, French Literature
Bastrop High School
Ameriprise Financial Financial AdvisorAmeriprise Financial Services, Inc.1999 - Present
Education
Dickinson College
AMERIPRISE FINANCIAL October 2007 - Present
Ameriprise Financial Services, Inc. October 2007 - July 2009
AROOJIS WINE ROOM January 2001 - January 2003
Education
ECPI University 2004 — 2006
Associates, Business Administration
ECPI University
Associates Degree; Bachelor Degree, Business Administration; Accounting
Duke Energy Corporation June 2015 - Present
McGladrey October 2014 - May 2015
McGladrey May 2013 - September 2014
McGladrey January 2013 - April 2013
East Carolina University January 2012 - May 2012
Ameriprise Financial September 2010 - December 2010
Skills
Auditing, Teamwork, Outlook, Financial Reporting, Microsoft Excel, Financial Services, Financial Audits, Customer Service, Microsoft Word, Microsoft Access, OneNote, Research, Leadership, Organization, Microsoft Office, External Audit, Sales, Interpersonal..., Project Management, Internal Controls, Strategic Planning, PowerPoint, Professional Writing
Education
East Carolina University - College of Business 2011 — 2013
MBA
East Carolina University - College of Business 2007 — 2011
BSBA, Accounting
Founders Capital Management, Inc. May 2015 - Present
Park Place Financial December 2014 - May 2015
Integrity Insurance Solutions April 2014 - November 2014
DSHS El Paso Psychiatric Center March 2012 - March 2014
El Paso Teachers F.C.U October 2008 - February 2012
Ameriprise Financial July 2007 - August 2008
Kaffie Investment Co June 1996 - June 2007
UBS/PaineWebber April 1993 - May 1996
Skills
Payroll, Invoicing, Office Management, Finance, Banking, QuickBooks, PeopleSoft, Financial Statements, Data Entry, Bookkeeping, Financial Accounting, Administrative..., Fixed Assets, Cash Flow, Microsoft Word, Internal Audit, Records Management, Tax, Cash Management, 10 Key, Microsoft Office, PowerPoint, Administration, SAP/ERP
Education
El Paso Community College 2013 — 2013
Continuing my education
Wisconsin Indianhead Technical Institute 1985 — 1987
Associate's Degree, Business Administration
Ameriprise Financial November 1994 - Present
State Bond & Mortgage May 1992 - November 1994
North American Life & Casualty November 1984 - May 1992
Skills
Actuarial Science, Retirement, Pensions, Insurance, Financial Modeling, Financial Risk, Fixed Annuities, Investments, Life Insurance, Risk Management, Wealth Management
Education
University of St. Thomas 1979 — 1982
Bachelor of Arts (B.A.), Mathematics
Dunwoody College of Technology 1977 — 1979
Diploma, Automotive Service
MetLife Resources July 2009 - Present
MetLife Resources 2009 - 2013
Ameriprise Financial March 2008 - April 2009
Skills
Investments and..., Effective speaker and..., well organized, interface well with..., computer skills
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance
Rutgers University
BCBSNC March 2014 - Present
Minnesota Department of Health, MN December 2013 - March 2014
Trustek January 2010 - March 2014
Ameriprise Financial August 2013 - December 2013
Blue Cross & Blue Shield of MN April 2010 - July 2013
Premiere Global Inc February 2008 - September 2010
Middleware Professions Inc February 2008 - December 2009
Healthnow January 2007 - January 2008
Wachovia Securites May 2005 - December 2006
Thomson Healthcare August 2004 - May 2005
Skills
SharePoint, Visio, SDLC, Business Requirements, Business Process, Business Analysis, Agile Methodologies, Integration, Testing, Databases, HP Quality Center, Test Planning, SQL, Requirements Analysis
Education
Fairleigh Dickinson University 2005 — 2007
Masters
JNTU 2001 — 2004
Bachelors
St vincent