Ameriprise Financial Advisors
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: RiverSource, RiverSource Distributors Inc,
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Ameriprise Financial Advisors Employees
Ameriprise Financial Advisors December 2005 - Present
Ameriprise Financial Services, Inc. August 2013 - May 2015
Ameriprise Financial Services, Inc. October 2012 - August 2013
Ameriprise Financial Advisors September 2009 - October 2012
Ameriprise Financial Advisors September 2007 - September 2009
Education
Florida State University - College of Business 2000 — 2004
BA, Finance
Ameriprise Financial Services, Inc. July 1984 - Present
Ameriprise Financial Advisors 1984 - Present
Education
College for Financial Planning 1992 — 1994
MS, Master of Science, Estate Planning
The American College 1992 — 1993
ChFC, Financial Planning
The American College 1990 — 1992
CLU, Financial Planning
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Northern Arizona University 1978 — 1984
BS
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
Wells Fargo August 2014 - Present
The Motley Fool February 2013 - May 2014
Seeking Alpha February 2010 - May 2014
Investing.com January 2010 - May 2014
Stocks on Wall Street February 2009 - May 2014
Bank of America February 2013 - September 2013
Stocks on Wall Street February 2009 - March 2013
HSBC Investments, London Headquarters July 2009 - August 2009
Ameriprise Financial Advisors July 2007 - September 2008
HSBC Investments, London Headquarters February 2008 - March 2008
Skills
Social Media, Competitive Analysis, SEO, Equity Research, Technical Analysis, Affiliate Marketing, Investments, Risk Management, Equities, Portfolio Management, Financial Modeling, Bloomberg, Marketing, Financial Analysis, Microsoft Excel, Investment Banking, Entrepreneurship, Financial Markets, Derivatives, Trading, Hedge Funds, Finance, Commodity, Capital Markets, Asset Management, Valuation, Options, Start-ups, Leadership, Analysis, Venture Capital, Securities, Fixed Income, Financial Advisory, ETFs, Alternative Investments, Economics, Market Analysis, Private Equity, Financial Services, Investment Strategies, Financial Risk, Digital Marketing, Investment Management, Blogging, Equity Trading, Investor Relations, FX trading, Currency, Emerging Markets
Education
Arizona State University 2008 — 2012
Bachelor of Science (BS), Major: Economics Minor: Political Science, Senior
San Marin HS 2004 — 2008
Bank of America Merrill Lynch November 2013 - Present
TD Ameritrade December 2008 - October 2013
Ameriprise Financial Advisors August 2006 - December 2008
Ameristar Casino April 2000 - August 2003
Skills
Series 7, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Risk Management, Investment Advisory, Equities, Investment Management, Financial Analysis, Retirement, Series 66, Uniform Combined State...
Education
University of Houston-Victoria 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Texas A&M University at Galveston 2003 — 2005
Iowa Western 2000 — 2003
Associate, Radio Communication
Ball State University 1996 — 1998
United Healthcare Medicare & Retirement July 2011 - Present
The Leben Group 2010 - 2012
ING 2005 - 2010
ING 2002 - 2005
Ameriprise Financial Advisors January 2000 - March 2002
Principal Financial Group 1998 - 2000
Principal Financial Group 1996 - 1998
Skills
Strategy, Sales, Marketing Strategy, Management, Marketing
Education
Central College 1988 — 1992
BA, Communication
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Advisors November 2006 - November 2013
Ameriprise Financial Services, Inc. June 2012 - March 2013
Education
College for Financial Planning 2007 — 2008
CRPC, Retirement Planning
University of South Florida - College of Business Administration 2003 — 2007
Bachelors, Finance/Marketing
Prime Wealth Strategies, LLC September 2013 - Present
Ameriprise Financial Advisors January 2009 - August 2013
Merrill Lynch May 2003 - August 2009
Fidelity Investments July 1993 - May 2003
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Uniform Combined State..., Saving for Education, CRPC, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Estate Planning, 401k, 401k Rollovers, Investments, Strategic Financial..., Fixed Annuities, 529 Plans, Wealth Management..., Financial Advisory
Education
Texas Wesleyan University 1989 — 1992
BBA, Economics/Finance
Baylor University 1987 — 1988
Richland High School 1985 — 1987
Nuverra Environmental Solutions Inc., July 2013 - Present
Deloitte & Touche July 2011 - July 2013
Ameriprise Financial Advisors May 2010 - August 2010
Skills
SEC filings, Accounting, GAAP, Tax, Sarbanes-Oxley Act, Internal Controls, Access, US GAAP, Financial Reporting, Auditing, Financial Accounting, Visio, Microsoft Excel, Finance, Financial Analysis, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Masters in Accounting, Accounting
Virginia Tech 2006 — 2010
B.S., Accounting
Allina Health January 2015 - Present
Good Samaritan Society March 2014 - January 2015
Saint Therese October 2013 - March 2014
Saint Therese February 2013 - October 2013
Abbott Northwestern Hospital June 2012 - July 2012
Ameriprise Financial Advisors July 2007 - July 2010
Ameriprise Financial Services, Inc. December 1986 - July 2010
Ameriprise Financial 1987 - 2009
Skills
Registered Nurses, Assessment Skills, Transitional Care, Long Term Acute Care, Primary Care, Critical Thinking, Direct Patient Care, Priority Setting, Nursing, Healthcare, Medication..., BLS, Retirement, Hospice, Palliative Care, Case Managment, End of Life, Series 63, Management, Retirement Planning, Clinical Research, Epic Systems, Financial Advisory, Series 7, Long-term Care
Education
Saint Catherine University, MN 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Bemidji State University 2013 — 2014
Bachelor of Science (B.S.), Nursing, Nursing
Columbia Management February 2004 - August 2015
American Express Financial Advisors September 2001 - February 2004
Ameriprise Financial Advisors August 1999 - September 2001
Ameriprise Financial Advisors October 1996 - August 1999
Ameriprise Financial Advisors October 1995 - October 1996
Skills
Securities, Mutual Funds, Investments, Fixed Income, Bloomberg
Education
Carleton College 1990 — 1994
BA, International Relations
Wells Fargo Wealth Managment May 2012 - Present
Learning Lab Idaho June 2008 - Present
Harley Owners Group Intermountain Chapter 2008 - Present
Wells Fargo Advisors, LLC January 2009 - April 2012
Wells Fargo Investments, LLC April 2001 - January 2009
American Express Financial Advisors July 1987 - April 2001
Ameriprise Financial Advisors 1987 - 2001
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Wealth Management..., Finance, Investments, Financial Services, Wealth, Insurance, Investment Advisory, Investment Strategies, Portfolio Management, Employee Benefits, Mutual Funds, Financial Risk, Strategic Financial..., Financial Planning
Education
American Bankers Association 2014 — 2015
Certified Trust and Financial Advisor ( CTFA), Trust and financial planning
College of Financial Planning 1990 — 1994
Certified Financial Planner ( CFP), Financial Planning and Services
California State University-Sacramento 1978 — 1980
BS, Pre Physical Therapt
Vulcan Value Partners March 2015 - Present
Ameriprise Financial Advisors January 2007 - February 2015
Ameriprise Financial Advisors December 2005 - December 2006
Skills
Chartered Retirement...
Education
Auburn University, College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance
Vestavia Hills High School 1999 — 2001
Jefferson County International Baccalaureate 1997 — 1999
Cooper McManus January 2000 - Present
Securities America November 1998 - Present
Decker Communications 2012 - 2012
Professional Partners and Practices 2006 - 2008
Lincoln Financial Advisors August 1997 - November 1998
Ameriprise Financial Advisors September 1990 - August 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Asset Management, Estate Planning, Financial Advisory, Securities, Financial Services, Finance, Insurance, Wealth, Financial Planners, FINRA, Retirement, Strategic Planning, Portfolio Management, Training, IRAs, Financial Goals, Fixed Annuities, Life Insurance, Series 7, Wealth Accumulation, Mutual Funds, Financial Planning
Education
College for Financial Planning 1991 — 1994
CFP, Financial Planning
California State University-Fullerton - College of Business and Economics 1984 — 1990
Business Finance
Marina High School, Huntington Beach, California 1980 — 1984
High School, 9th - 12th
Stein Wealth Advisors March 2009 - Present
Sport Clips Haircuts November 2012 - Present
POWER of Southpointe June 2008 - August 2011
Ameriprise Financial 2004 - 2009
Ameriprise Financial Advisors 2004 - 2008
Skills
Retirement Income..., Social Security..., Proactive Tax Planning, Financial Planning &..., Estate and Investment...
Education
Duquesne University 2010 — 2011
Professional Certfication, CFP ® Certification
Boston University - School of Management 2000 — 2004
Finance
Sewickley Academy
Vigilant Capital Management, LLC November 2012 - Present
The Colony Group, LLC (formerly Mintz Levin Financial Advisors) February 2011 - October 2012
Mintz Levin May 2009 - May 2011
Ameriprise Financial Advisors October 2007 - May 2008
Skills
Estate Planning, Asset Allocation, Investments, Securities, Financial Planners, Equities, Financial Analysis, Wealth Management, Economics, Strategic Financial..., Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Finance
Education
Bentley University 2005 — 2009
BS, Economics-Finance
Bryant Park Wealth Advisors,a private wealth advisory practice of Ameriprise Financial Services,Inc 1991 - Present
League of Women Voters Redding CT 2014 - 2015
Ameriprise Financial 1991 - 2009
Ameriprise Financial Advisors 1991 - 2009
Skills
Asset Allocation, Insurance, Financial Advisory, Wealth Management, Series 7, Strategic Financial..., Retirement, Investments, Mutual Funds, Estate Planning, Series 63, Finance, Investment Advisory, Fixed Annuities, 401k, Uniform Combined State...
Education
College for Financial Planning
Fordham University
BA
The American College
Wharton School, University of Pennsylvania
Creative Tax & Business February 2009 - Present
Hantz Financial May 2007 - January 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial Advisors 2001 - 2005
Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance
Education
Boston University Questrom School of Business 1997 — 2001
BA, Finance
Barnstable 1992 — 1993
Federal Reserve Bank of New York October 2012 - Present
Win Within Baseball March 2011 - June 2013
US Treasury - Financial Management Service January 2012 - October 2012
Kearney & Company February 2009 - January 2012
Headfirst Honor Roll 2007 - March 2011
Kearney & Company November 2007 - February 2009
Ameriprise Financial Advisors October 2006 - September 2007
Skills
Project Management, Business Requirements, Functional Requirements, Business Process..., Government Accounting, Program Management, Systems Analysis, Business Analysis, Legacy Modernization, Financial Systems, Budgets, Leadership, Enterprise Architecture
Education
University of Maryland College Park 2011 — 2013
Masters, Information Management
Binghamton University - School of Management 1998 — 2005
BS, Finance
State University of New York at Binghamton 1998 — 2005
BS, Finance
Just In Time Real Estate, LLC January 2014 - Present
Dyson media December 2012 - Present
Glacial Energy February 2012 - December 2012
Court Place Advisors, LLC February 2010 - September 2011
Ameriprise Financial Advisors 2007 - February 2010
Omega Medical Products, Inc May 2002 - December 2006
Skills
Management, Investments, Strategic Planning, Sales, Finance, Business Development, Leadership, Marketing, Marketing Strategy, Team Building, Real Estate, Creative Real Estate..., Mutual Funds, Risk Management, Strategic Financial..., Financial Analysis, Retirement Planning, Insurance, Wealth Management, Strategy, Financial Advisory, Asset Allocation, Retirement, Financial Modeling, Customer Service, Small Business
Education
East Carolina University - College of Business 1997 — 2001
BSBA, Finance
PNC January 2014 - Present
GROVE CITY COLLEGE January 2014 - Present
INDEPENDENT PRACTICE February 2012 - January 2014
THE LAW FIRM OF ANTHONY DIAZ September 2010 - November 2010
WESTERN SCHOOL OF HEALTH AND BUSINESS CAREERS December 2006 - October 2007
State Farm Insurance February 2006 - December 2006
AMERIPRISE FINANCIAL ADVISORS May 2004 - February 2006
Skills
Legal Research, Legal Writing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Public Speaking, Corporate Law, Program Management, Analysis, Management
Education
Barry University - Dwayne O. Andreas School of Law 2008 — 2011
Juris Doctor, Law
University of Pittsburgh 2003 — 2006
Bachelor of Science, Business Administration - Finance
Leeds University Business School 2004 — 2004
Study Abroad, Business Administration
Catoctin Wealth Management LLC July 2014 - Present
Ameriprise Financial Advisors March 2006 - July 2014
Skills
Series 7, Retirement Planning, Financial Services, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Uniform Combined State..., Investments, Fixed Annuities
Education
Eastern Nazarene College 1976 — 1979
BA, Psychology
Clark County Education Assn August 2014 - Present
Federal City Council January 2014 - August 2014
U.S. House of Representatives September 2013 - December 2013
DC Action for Children June 2013 - August 2013
Education Pioneers June 2013 - August 2013
Peace Corps March 2010 - October 2011
TwinWest Chamber of Commerce December 2008 - March 2010
Optimist International December 2008 - March 2010
Viking Trophies December 2008 - November 2009
Ameriprise Financial Advisors April 2008 - November 2008
Skills
Public Relations, Public Speaking, Leadership, Strategy, Management, Marketing, Entrepreneurship, Organizational..., Strategic Planning, Community Development, Policy, Analysis, Project Management, Team Building, Budgets, Advertising, International Relations, Fundraising
Education
Carnegie Mellon University 2012 — 2014
Masters of Science Public Policy and Management, Public Policy Analysis, 3.92
Eckerd College 2004 — 2008
BA, Business Management, 3.61
Ameriprise Financial Advisors November 2001 - Present
Webco May 2000 - September 2000
1-800-DataBase October 1997 - May 2000
Education
College for Financial Planning 2004 — 2004
CRPC, Chartered Retirement Planning Counselor
Rochester Institute of Technology 1992 — 1996
BFA, Photography
Mtn. Brook High School 1989 — 1992
Ameriprise Financial Services, Inc. August 2015 - Present
Amerprise Financial August 2013 - July 2015
Ameriprise Financial March 2009 - July 2013
Ameriprise Financial March 2008 - March 2009
Ameriprise Financial Advisors February 2002 - March 2008
Skills
Retirement Savings, Retirement Income..., Financial Planning, Wealth Management, 401k, Insurance, Investments, Training, Financial Goals, Series 7, Asset Allocation, Financial Advisory, Disability Insurance, Wealth Management..., 401k Rollovers, Variable Annuities, Certified Financial..., Uniform Combined State..., Retirement, Retirement Planning, Strategic Financial..., Finance, Mutual Funds, Financial Services, Investment Advisory, Estate Planning
Education
College for Financial Planning 2004 — 2008
CRPC & CFP, Finance
University of Massachusetts Lowell 1998 — 2002
Bachelors, Marketing, Information Systems
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
G-Trade Services February 2006 - Present
Gameday Management 2009 - 2010
Ameriprise Financial Advisors 2005 - 2005
Charles Schwab 1995 - 2004
Prudential Financial 1988 - 1993
Prudential Financial 1988 - 1993
Skills
Series 7, Equities, Securities, Series 63, Trading, Investments, Financial Markets, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Equity Trading, Wealth Management, Risk Management, Fixed Income, Electronic Trading, Banking, Derivatives, FX Options, Capital Markets, Trading Systems, Mutual Funds, FINRA, Options, Customer Service, Project Management, Cross-functional Team..., Logistics, Team Leadership, Back Office, Microsoft Excel, Series 24
Education
Boston College 1984 — 1987
BA, Economics
Ramapo High School 1980 — 1983
Paradigm Tax Group December 2011 - Present
Ameriprise Financial Advisors March 2003 - October 2009
The KPM Group August 2002 - March 2003
Ferris State University January 1998 - January 2002
Skills
Microsoft Excel, Leadership, Time Management, Customer Service, Banking, Strategic Financial..., Financial Analysis, Analysis, Process Improvement, Business Analysis, MS Excel Pivot Tables, V-Lookups
Education
Walsh College of Accountancy and Business Administration 2009 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.0
Ferris State University 1998 — 2002
Bachelors Degree, Computer Information Systems
HSBC Private Bank August 2011 - May 2013
US Trust January 2008 - August 2011
Citigroup Private Bank March 2007 - December 2007
Merrill Lynch Bank and Trust January 2006 - January 2007
Ameriprise Financial Advisors December 2001 - January 2006
Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
San Francisco State University 2010 — 2010
Executive Certificate in Financial Planning
University of San Francisco 1999 — 2002
B.S.
Thermo Fisher Scientific May 2011 - Present
Denville Scientific December 2008 - May 2011
Express Pros July 2008 - February 2009
Ultimate Staffing October 2006 - May 2008
Ameriprise Financial Advisors March 2005 - September 2005
U.S. Environmental Protection Agency February 2004 - August 2004
United States Department of Agriculture May 2002 - August 2002
Skills
Typing, Customer Relations, Sales Support, Customer Service, Business Development, Sales Operations, Recruiting, Sales, Research, Cold Calling, Public Speaking, Direct Sales, Leadership, New Business Development, Cross-functional Team..., Strategic Planning, Salesforce.com, Account Management, Sales Management, Contract Negotiation, Training, Sales Process, Sales Presentations, Selling, B2B, Marketing, Medical Devices
Education
University of Oklahoma 2003 — 2005
BA, History & Poly Sci, Graduated with a 3.73
The University of Dundee 2002 — 2003
International Relations, A
American University 2002 — 2002
Native American Studies & Government Studies, A
Broken Arrow High School 1997 — 2000
High School Diploma, Graduated with a 3.84
McHarg and Associates Wealth Planning September 2015 - Present
McHarg and Associates Wealth planning September 2015 - Present
Ameriprise Financial Advisors October 2007 - September 2015
Education
University of Phoenix 2008 — 2010
Bachelor's degree, Finance, General
College of San Mateo 1991 — 1993
AA, Criminal Justice
Ameriprise Financial Advisors March 2000 - Present
Kemper Financial 1991 - 2000
New England Financial 1987 - 1991
Education
College for Financial Planning 2004 — 2006
The American College 1989 — 1991
ChFC
Eastern Michigan University 1978 — 1985
Ameriprise Financial Advisors Mediator, Alternative Dispute Resolution specialistCivil Courts2002 - Present
JP Morgan Chase December 2006 - January 2008
Wells Fargo Bank 1995 - 1996
Skills
Triathlon, SwimBikeRun, Financial Planning, Ski Instructor, Typing/Word/Powerpoint/E..., Investments, Insurance, Retirement, Retirement Income..., Retirement Planning, Securities, Estate Planning, Wealth Management, Small Business, Asset, Wealth, Licensing, Tax, Portfolio Management, Asset Management, Planning, Funding, Series 7, Mutual Funds, Financial Advisory, Risk, Investment Advisory, Saving for Education, Protection, 401k, Economics, Long Term Care, Customer Relations, Health, Mortgage, Risk Management, Research, Banking, Annuities, Asset Allocation, Credit, LLC, Budgeting, Savings, Equities, Money, Accounting, Loans, Investors, Trading
Education
Arizona State University
BA, Russian, Business, Psychology
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
LaGuardia HS of the Arts
University of Phoenix
MBA, Global Business Management and Leadership
Ameriprise Financial Advisors March 2008 - Present
Ameriprise Financial Services, Inc. September 2006 - March 2008
Ameriprise Financial Services, Inc. April 1999 - September 2006
American Express Financial Advisors July 1981 - April 1999
Education
Appalachian State University 1968 — 1972
Bachelor of Science (BS), Health & Physical Education
Blossom Ventures December 2011 - Present
Blossom Wealth Management June 2009 - Present
Capistrano Global Advisory Services May 2009 - Present
Dominican University of California January 2009 - Present
Mustang Soccer July 2009 - October 2009
Smith Barney April 2006 - June 2009
International Business Advisory Council 2008 - 2009
Merrill Lynch September 2003 - August 2005
Ameriprise Financial Advisors January 2002 - September 2003
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Private Equity, Asset Managment, Finance, Investments, Insurance, Retirement, Wealth Management, Management, Wealth, Strategic Partnerships, Leadership, Marketing, Due Diligence, Business Development, Non-profits, Entrepreneurship, Small Business, Strategy, Real Estate, Portfolio Management, Public Speaking, Business Strategy, Financial Modeling, Project Planning, Social Media, Fundraising, Venture Capital, Start-ups, Mergers, Succession Planning, Financial Analysis, Financial Advisory, Strategic Planning, Marketing Strategy, Research, Mergers & Acquisitions, Analysis, Business Planning, Market Research, Executive Management, International Business
Education
American College for Financial Planning 2005 — 2005
CFP® Designation, CERTIFIED FINANCIAL PLANNER™, CFP®
University of San Diego School of Law 1999 — 2002
Juris Doctor, Law
Dominican University of California 1997 — 1999
MBA, Pacific Basin Studies
Dominican University of California 1995 — 1997
BA, Political Science
Palomar College 1993 — 1995
AA, Liberal Studies
Escondido High School 1989 — 1993
GE
Accenture May 2014 - Present
Metrolina Officials Association December 2002 - Present
Accenture January 2013 - February 2014
Big Brothers Big Sisters March 2004 - September 2013
Wells Fargo June 2011 - December 2012
Wells Fargo November 2010 - June 2011
Carolina Financial Partners July 2009 - November 2010
Ameriprise Financial Advisors July 2007 - July 2009
Habitat for Humanity May 2005 - January 2009
EquiFirst 2002 - 2007
Skills
Mortgage Lending, Leadership, Banking, Loans, Management, QuickBooks, Underwriting, Credit, Personal Finance, Cash Management, Uniform Combined State..., Contract Negotiation, Analysis, Budgets, Commercial Lending, Credit Analysis, Entrepreneurship, FHA, Financial Analysis, Financial Services, Time Management, Consumer Lending, Customer Service, Finance, Forecasting, Insurance, Risk Management
Education
Queens University of Charlotte 2003 — 2006
MBA, Finance
Elon University 1997 — 2001
BA, Chemistry, Economics
CrummeyService.com, LLC February 2014 - August 2014
CrummeyService.com April 2013 - February 2014
Daily Deal Media April 2010 - April 2013
United Way Young Leaders 2006 - 2010
Capital Planning Group, LLC August 2006 - July 2009
Emerge Broward February 2008 - February 2009
Ameriprise Financial Advisors September 1998 - December 2003
Evergreen Investments 1997 - 1998
Skills
Retirement Planning, Venture Capital, Finance, Strategic Financial..., Investment Management, Fixed Annuities, Wealth Management, Due Diligence, Insurance, Mutual Funds, Start-ups, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Funding, Financial Advisory, Equities, Wealth, Leadership, Management, Asset Management, Investments, Financial Planning
Education
College for Financial Planning 2010 — 2011
Masters, Personal Finance
Bryant University 1993 — 1997
Bachelor of Science in Business Administration, Finance
Ameriprise Financial Advisors July 2001 - Present
Education
Hoover High School
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance
College for Financial Planning 2003 — 2005
Certified Financial Planner, Financial Planning and Services
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
Ameriprise Financial Advisors 1995 - Present
Education
University of Central Florida 1994 — 1995
MBA
Embry-Riddle Aeronautical University 1982 — 1984
Bachelor of Engineering (B.E.)
PNC August 2015 - Present
Ameriprise Financial Advisors November 2008 - January 2015
H&R Block Financial Advisors December 2003 - November 2008
Smith Barney January 1996 - October 2003
US. Air Force April 1985 - April 1995
Skills
Notary Public, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Bonds, Stocks, Personal Finance, Financial Risk, Series 7, Wealth Management, Financial Advisory, Securities, Estate Planning, Strategic Financial..., Equities, Uniform Combined State..., Series 63, Series 65, IRAs, Insurance, Finance, Retirement, Portfolio Management, Leadership, Financial Services, Investment Advisory, Marketing, Asset Management, Financial Planning, Microsoft Office, Management, Microsoft Excel, Process Improvement
Education
Community College of the Air Force 1985 — 1995
Universal Life Church May 2013 - Present
Sedgwick October 2013 - June 2015
Assurant Employee Benefits January 2011 - August 2013
AppleOne December 2009 - December 2010
UnitedHealthcare June 2006 - September 2009
Securian Financial Group July 2005 - February 2006
Merrill Corporation January 2005 - July 2005
Mentor 4/Aerotek July 2004 - October 2004
Ameriprise Financial Advisors February 2002 - June 2004
Skills
Customer Service, Microsoft Office, Outlook, Lotus Notes, Cpr Certified, Health Insurance, Underwriting Support, Dental Insurance, Medical insurance, Administrative services, Mac OS, Claims Handling, First Aid, AED, Energy medicine, Finance, Leadership, Training, Insurance, Underwriting, Management, Administrative..., Energy Healing, Human Resources, Administrative..., Employee Benefits, Time Management, Call Centers, Software Documentation, New Business Development, Team Building, Microsoft Excel, Life Insurance, Sales, Process Improvement, Account Management, Coaching, Access, Marketing, Claim, Recruiting, Data Entry, Building Relationships, Small Business, Customer Retention, Customer Satisfaction, Relationship Building
Education
Capella University 2006 — 2010
Bachelor of Arts (BA), Business Administration
Normandale Community College 2012 — 2013
Certificate, Energy Medicine
Como Park SHS 1992 — 1996
Diploma, General
On Point Financial May 2012 - Present
Relentless Management 1989 - Present
H&R Block November 2010 - Present
H&R Block September 2014 - Present
Greenwich Village Youth Council (GVYC) April 2011 - December 2012
Independent Consultant July 2010 - January 2011
Ameriprise Financial Advisors November 2009 - June 2010
UBS Financial Services 2006 - September 2009
Ameriprise Financial Advisors 2005 - 2006
Arista Records 1984 - 1989
Education
Amherst College
B.A., Mathematics
College for Financial Planning 2010 — 2011
Certificate, Certified Financial Planner Professional Education Program
Baruch College, City University of New York (CUNY) 2010 — 2011
Certified Financial Planner courses
The Levin Institute 2010 — 2010
JumpStart 4.0
Rensselaer Polytechnic Institute
Wethersfield High School
Markt & Company Construction November 2007 - Present
Ameriprise Financial Advisors January 1998 - December 2007
Skills
Bathrooms, Construction
Education
University of Oregon 1997 — 2000
Clackamas Community College
Ameriprise Financial Advisors August 1999 - Present
Education
Clemson University 1987 — 1991
B.S., Accounting
Monmouth University 1993 — 1995
MBA, Finance
Mason Jar Shoppe, Inc. January 2010 - Present
Mason Canning Fruit Jar Shoppe January 2008 - Present
YMCA of Metro Detroit January 2004 - Present
Thomas P Schumm- Inspirational Speaker January 1980 - December 2013
BNI of Michigan June 2008 - July 2013
Business Network International - BNI 2003 - 2010
BNI October 2008 - March 2009
Ameriprise Financial Advisors October 2006 - February 2009
Ameriprise Financial Advisors April 2000 - October 2006
Aon March 1991 - April 2000
Skills
Pensions, Public Speaking, Non-profits, Insurance, Teaching, Wedding Planning, Wedding Decor Planning, Project Planning, Management, Business Planning, Nonprofits, Small Business, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1971
MBA, Marketing
Alma College 1966 — 1970
BA, Business Administration
TIAA-CREF July 2007 - Present
The Teague Group May 2006 - July 2007
Ameriprise Financial Advisors May 2002 - May 2006
Business Strategies August 2000 - May 2002
Bank of America January 1997 - August 2000
Education
The George Washington University - School of Business 1993 — 1996
MBA, Cybernetics & Decision Systems
American University - Kogod School of Business 1979 — 1981
Bachelor of Science, Business Administration
Quantis Wealth Management October 2014 - Present
Ameriprise Financial Advisors May 2005 - September 2014
Education
The George Washington University 2001 — 2005
B.A., Economics, Finance
Bond University 2003 — 2004
Portsmouth High School 1997 — 2001
H K G, LLP July 2012 - Present
H K G, LLP February 2011 - June 2012
Biggs & Co. October 2010 - January 2011
Grant Thornton LLP September 2008 - October 2009
First Presbyterian Church of Covina April 2003 - July 2008
Azusa Pacific University Women's Basketball September 2005 - March 2008
Ameriprise Financial Advisors June 2004 - July 2004
Skills
Lacerte, Microsoft Office, CCH ProSystem fx..., IDEA Data Analysis..., Auditing, QuickBooks, Financial Statements, Financial Accounting, US GAAP, Financial Reporting, Non-profits, Microsoft Excel, Accounting, Tax Returns, Tax Preparation, Nonprofits, Fixed Assets, CPA, Income Tax, Bookkeeping, Tax
Education
Azusa Pacific University 2004 — 2008
Bachelor of Science Degree, Accounting
Santander Bank, N.A. July 2013 - Present
Sovereign/ Santander January 2012 - June 2013
Sovereign/ Santander April 2010 - January 2012
Sovereign/ Santander December 2009 - April 2010
Sovereign Bank July 2008 - December 2009
State Street Bank & Trust Co October 2007 - July 2008
Ameriprise Financial Advisors December 2005 - September 2006
Skills
Portfolio Management, Risk Management, Bloomberg, Access, Banking, Credit, Securities, Analysis, Financial Analysis, Cash Management, Microsoft Excel, Financial Modeling, Credit Cards, Valuation, PowerPoint, Investments, Financial Reporting, Project Management, Accounting, Microsoft Office, Finance, Corporate Finance, Process Improvement, Loans, Budgets, Management, Commercial Banking, Credit Analysis, CRM
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
St Mark's School 1999 — 2003
US Bank July 2008 - Present
Ameriprise Financial Advisors June 2007 - June 2008
Ameriprise Financial 1996 - 2008
American Express 1991 - 1996
Skills
Budgets, Cross-functional Team..., Process Improvement, Management, Training, Instructional Design, Leadership, Project Management, Captivate, Analysis, Distance Learning, Risk Management, Sales, Software Documentation, Microsoft Office, Needs Analysis, E-Learning, Learning Management..., Strategy, Leadership Development, Learning Management, Policy, Instructor-led Training
Education
University of St. Thomas 1996 — 2001
MA, Human Resource Development (Instructional Design)
Augsburg College 1986 — 1990
BA, Communications, History
CDW July 2014 - Present
CDW September 2011 - June 2014
Ameriprise Financial Advisors August 2009 - June 2010
Skills
Leadership, Storage, Marketing, Management, CRM, Training, Strategy, Business Planning, Access, Outlook, Team Building, Sales, Start-ups, Project Management, SAN, NetApp
Education
Arizona State University - W. P. Carey School of Business 2006 — 2009
B.S., Management
U S Postal Service June 2015 - Present
Thrivent Financial for Lutherans March 2011 - July 2014
Contemporary Services Corporation September 2009 - April 2014
The Home Depot March 2013 - July 2013
Dicks Sporting Goods October 2012 - January 2013
Ameriprise Financial Advisors March 1998 - June 2009
Northwest Airlines February 1989 - January 1998
Northwest Airlines January 1989 - January 1998
Milwaukee Railroad/SOO Line/CP Rail May 1972 - November 1988
Skills
Customer Service, Program Management, Strategic Planning, Leadership, Process Improvement, Series 7, Finance, Team Building, Problem Solving, Sales
Education
University of St Thomas-Opus College of Business 2010 — 2010
Mini MBA, Mini Masters of Business, Financial Management, 4.0
International Airline Academy 1985 — 1986
Yes, Reservation/Ticketing Sales Training
Clark College 1982 — 1983
Preliminary Computer Programming
Green River College
Civil Engineering
Issaquah High
Fox Metals and Alloys, Inc. January 2015 - Present
Sunbelt Steel January 2014 - January 2015
Sunbelt Steel January 2012 - January 2014
Value, Inc. March 2010 - December 2011
Baron & Budd, P.C. September 2006 - October 2007
Emerson Process Management March 2005 - September 2006
Ameriprise Financial Advisors August 2003 - March 2005
Skills
Leadership, Business Strategy, Valuation, Financial Modeling, Analysis, Finance, Financial Analysis, Accounting, Mergers & Acquisitions, Management, Strategic Planning, Contract Negotiation, Financial Planning, Consulting, Forecasting, Due Diligence, Strategy, Budgets, Investments, Project Management
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance & Financial Consulting
Baylor University - Hankamer School of Business 1999 — 2003
BBA, Finance
Ameriprise Financial Advisors 1983 - Present
Education
Elon University 1978 — 1982
BA, Business Administration
Robert E.Lee High School 1975 — 1978
Pratt & Whitney March 2015 - Present
Accountemps January 2014 - Present
JPMorgan Chase July 2011 - July 2013
JP Morgan Chase June 2010 - August 2010
Ameriprise Financial Advisors April 2009 - June 2009
Kings Island Resort and Conference Center 2007 - 2009
Skills
Strategic Financial..., Finance, Managerial Finance, Financial Analysis, Time Management, Microsoft Excel, Business Analysis, Access, Process Improvement, Financial Advisory, Accounting, Data Analysis, Analysis, Microsoft Office, PowerPoint
Education
The Ohio State University Fisher College of Business 2007 — 2011
BSBA, Finance & International Business (major), Communication (minor)
Audencia Nantes Ecole de Management 2009 — 2009
International Business
AXA Advisors December 2011 - Present
Principal December 2008 - July 2011
Ameriprise Financial Advisors November 2000 - March 2008
Skills
Series 7, Insurance, 401k, Life Insurance, Disability Insurance, Long Term Care Insurance, 403B
Education
Bridgewater State University 1997 — 1999
BA, Economics, Political Science
Merrimack College 1995 — 1997
Economics
Ameriprise Financial Advisors November 2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Riverside Unified School District June 1998 - June 2008
Education
California Baptist University 2003 — 2006
M.S., Educational Administration and Leadership
University of California, Riverside 1993 — 1998
B.A., English Literature and Spanish Language
Wells Fargo Advisors September 2012 - Present
TD Ameritrade October 2009 - August 2012
Ameriprise Financial Advisors July 2005 - October 2009
Ameriprise Financial July 2005 - 2009
St. Louis Lithographing April 2002 - July 2005
Consolidated Graphics June 1999 - April 2002
Lyon Financial Services February 1998 - May 1999
The Schwan Food Company September 1996 - February 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning
Education
Creighton University 2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services
Southwest Minnesota State University 1994 — 1998
BS, Finance and Management
Lincoln Financial Advisors May 2014 - Present
New England Securities at 212 Capital Group May 2010 - May 2014
Ameriprise Financial Advisors August 2006 - May 2010
Education
Cleveland State University 1997 — 2000
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management June 2009 - December 2012
Natixis Global Asset Management September 2008 - June 2009
Ameriprise Financial Advisors May 2007 - August 2008
Skills
Series 66, Mutual Funds, Series 7, Uniform Combined State..., Investments, Finance, Series 63, Economics, Asset Allocation, Alternative Investments, Fixed Income, Asset Management, Series 6, Wealth Management, Securities, ETFs, Equities, Investment Strategies, Investment Advisory
Education
Assumption College 2004 — 2007
Bachelor of Arts, Economics, International Business
Certified Financial Planner January 1994 - Present
nutraMetrix 2007 - 2011
Ameriprise Financial Advisors April 1993 - April 2000
Skills
Wellness, Microsoft Office, Leadership, Health, Program Development, Public Speaking, Nutritional Counseling, Healthcare, Entrepreneurship, Small Business, Social Networking, Case Managment, Coaching, Mental Health, Training
Education
Binghamton University 1986 — 1990
Sleepy Hollow High School 1982 — 1986
Urbina Investment Group, LLC March 2012 - Present
Krause Capital Investments, Inc. October 2009 - March 2012
Ameriprise Financial Advisors July 2006 - October 2009
Kerr & Downs Research October 2002 - April 2006
United States Army July 2000 - July 2002
Skills
Retirement Planning, Financial Advisory, Estate Planning, Small Business, Financial Goals, Income Tax, Series 7, Strategic Financial..., Investments, Retirement, Wealth Management, Asset Allocation, Insurance, Term Life Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Employee Benefits, Mutual Funds, Investment Advisory, Securities, Series 63, Asset Management, Life Insurance, 401k, Investment Strategies, Disability Insurance, Alternative Investments, Portfolio Management, Pensions, Bonds, Equities, Financial Analysis, Financial Planning, Uniform Combined State..., Wealth Accumulation
Education
Florida State University 2002 — 2006
B.S., Economics
Florida State University - College of Business 2002 — 2006
B.S., Finance
PT Solutions Physical Therapy June 2015 - Present
Wipro, Inc. October 2014 - June 2015
BlueStream Professional Services July 2013 - October 2014
Insperity June 2011 - July 2013
First Citizens Bank/Georgian Bank April 2006 - June 2011
Ameriprise Financial Advisors March 2003 - December 2005
Northpointe Bank 2000 - 2003
Skills
Employee Benefits, HRIS, Ceridian Payroll System, Employee Relations, Employment Law, FMLA, HR Policies, Microsoft Excel, Event Planning, Onboarding, Process Improvement, Organizational..., Training, Leadership, Human Resources, Strategic Planning, Strategy, HR Consulting, Payroll, Management, HR Management, Performance Management
Education
Davenport University
Business Administration and Management, General
Davenport University
Kennesaw State University
McGhee Productivity Solutions August 2014 - Present
Next Level Therapy, LLC August 2012 - March 2015
OppenheimerFunds January 2012 - September 2012
Oppenheimer Funds, Inc October 2006 - January 2012
AllianceBernstein September 2005 - April 2006
Ameriprise Financial Advisors September 2002 - September 2005
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Financial Advisory, Series 6, professional speaking, presentation, presentation material, Talent Smart Emotional..., Talent Smart Strengths..., Emotional Fitness, Training Facilitation, Motivational Speaking, Building Relationships, Relationship Management, Presentation Material, Sales, Sales Presentations, Public Speaking, Personal Development, Business, Training, Leadership, Leadership Development, Strategy, Start-ups, Therapists, Psychotherapy, CRM, Financial Services, Wellness Coaching, Management, Business Development, Nutritional Counseling, Emotional Intelligence, Relationship Building, Program Management, Consulting, Lifestyle Coaching, Time Management, Counseling Psychology, Small Business, Strategic Planning, Team Building
Education
Colorado Christian University 2009 — 2012
Master's Degree, Counseling Psychology, 3.9 GPA
Seton Hall University 1998 — 2002
B.S., Business Administration, 3.3 GPA/3.7 GPA in Marketing Concentration
Institute for Integrative Nutrition 2005 — 2006
Holistic Health Counseling, Foods, Nutrition, and Wellness Studies, General
Cherokee High School
Diploma, Business
Buffalo Wild Wings July 2015 - Present
Korn Ferry June 2013 - July 2015
PDI Ninth House February 2013 - May 2013
PDI Ninth House March 2012 - February 2013
PDI Ninth House October 2011 - February 2013
PDI Ninth House March 2009 - October 2011
PDI July 2008 - February 2009
PDI April 2006 - May 2008
Ameriprise Financial Advisors August 2004 - April 2006
St. Olaf College June 2003 - May 2004
Skills
Leadership Development, Performance Management, Coaching, Interviews, Research, Workshops, Process Design, Training, Leadership, Consulting, Cross-functional Team..., Organizational..., Talent Management, Organizational..., Executive Coaching, MBTI, Employee Engagement, Organizational Design, Career Development, Succession Planning, Management, Change Management, Human Resources, Program Management, Assessment Center, Career Counseling, 360 Feedback, Team Leadership, Workshop Facilitation, HR Consulting, Project Management, Onboarding, Management Consulting, Management Development, Training Delivery, Performance Improvement, Employee Training, Human Capital, Instructional Design, Recruiting
Education
University of Minnesota-Twin Cities 2008 — 2010
M.Ed., Human Resource Development
St. Olaf College 2000 — 2004
BA, Psychology, Asian Studies, and minor in Management Studies
East China Normal University 2002 — 2002
Semester abroad, Chinese language and culture
Monterey Institute of International Studies 2002 — 2002
Summer Intensive Language program, Chinese Language
Park Center HS 1997 — 2000
Ameriprise Financial Advisors June 2002 - Present
American Express Financial Advisors June 2000 - June 2002
American Express Financial Advisors June 1998 - May 2000
Education
Dallas Baptist University
Maritime Market March 2011 - May 2013
First Citizens Bank January 2010 - March 2011
McGladrey & Pullen June 2007 - August 2007
Ameriprise Financial Advisors February 2006 - August 2006
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Microsoft Excel, Internal Controls, Business Valuation, QuickBooks, Budgeting, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration, Entrepreneurial and Small Business Operations, 3.6/4.0, Cum Laude
North Carolina State University - College of Management 2003 — 2008
Accounting; Finance; Economics, Business Administration and Management, 3.5/4.0, Magna Cum Laude
Fathom Advisors April 2008 - Present
Ameriprise Financial Advisors August 2007 - Present
Mounds View Public Schools September 2002 - June 2007
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner, CFP
St. Cloud State University 1999 — 2002
University of Minnesota Duluth 1997 — 1999
Steven S. Shagrin Company January 2011 - Present
The Money Coaching Institute August 2008 - Present
Planning For Life March 2003 - October 2008
Ameriprise Financial Advisors July 2005 - October 2006
Logix Investment Management March 2002 - January 2003
Smith Barney April 1993 - March 2002
PaineWebber April 1982 - April 1993
Heinick, Slavin & Co., CPAs May 1981 - April 1982
Burdman, Gilliland, Fleck, Mostov & Kretzer, LPA May 1978 - August 1980
Skills
Dog whisperer, Intuitive, Financial Planning, Retirement, Money, Personal Finance, Financial Education, Life Planning, Retirement Planning, Coaching, Public Speaking, Cash Flow, Leadership Development, Emotional Intelligence, Great Cook, Financial Advisory, Marketing, Small Business, Training
Education
Case Western Reserve University School of Law 1978 — 1981
JD, Taxation & Estate Planning
University of Miami 1974 — 1978
BBA, Accounting Major, Finance Minor
University of Miami - School of Business 1974 — 1978
BBA, Accounting Major, Finance Minor
Liberty High School 1970 — 1974
Long Wealth Management July 2010 - Present
Ameriprise Financial Advisors March 1991 - July 2010
The Providence Journal September 1979 - July 1987
Skills
Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Wealth, Securities, Investments, Risk Management, Financial Services, Financial Planning, Saving for Education, Retirement Income..., Insurance Planning, Retirement, Long Term Care, Portfolio Management, Business Planning, Asset, Investment Advisory, Financial Advisory, Finance, Fixed Annuities, Financial Goals, FINRA, Series 7, Asset Management, Insurance, Mortgage Lending, IRAs, Small Business, 401k, Investment Strategies, Mutual Funds, Series 63, High Net Worth..., Investment Management
Education
American College 1996 — 2000
CLU & ChFC, Finance and Financial Management Services
College for Financial Planning 1992 — 1995
CFP®, Financial Planning
Bryant University 1975 — 1979
Bachelor’s Degree, Finance
Cranston High School East 1971 — 1974
High School Diploma, college prep
Hartley Film Foundation 2001 - Present
Evemaran Enterprises, LLC 2000 - 2015
Ameriprise Financial Advisors September 2007 - August 2009
Xerox Corporation 1999 - 2007
Xerox Americas Cust Ops 1996 - 1999
Xerox Channels - Americas Cust Ops 1995 - 1996
Xerox 1981 - 1995
Skills
Contract Negotiations, Change Management, Brand Communication, Program Management, Online Marketing, Social Media, Fundraising, Non-profits, Marketing Strategy, Financial Planning, Financial Analysis, Business Analysis, Loyalty Programs, CRM software, Customer Focus, P&L, Customer Relations, Budgeting, Market Planning, Competitive Analysis, Strategy Development, P&L Management, Business Planning, New Business Development, Business Strategy, Account Management, International Business, Cross-functional Team..., Sales Management, Financial Management, Strategic Partnerships, Contract Negotiation, Budgets, Strategic Financial..., CRM, Strategy, Managerial Finance, Project Management, Team Leadership, Strategic Planning, Customer Service, Management, Process Improvement, Marketing, E-commerce, Negotiation, Sales, Analysis, Leadership, Business Development
Education
Pace University - Lubin School of Business 1984 — 1987
MBA
Charter Oak State College
BS
American Financial Marketing November 2010 - Present
Fiat Wealth Management June 2009 - November 2010
Ameriprise Financial Advisors June 2006 - June 2009
Woodland Hills Church 2007 - 2009
Oak Grove Presbyterian June 2005 - October 2006
Petland April 2002 - August 2003
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Financial Advisory, Business Planning, Investments, Estate Planning, Disability Insurance, Long-term Care, Wealth Management, Financial Services, Investment Advisory, Start-ups, Insurance, Life Insurance, Retirement, IRAs, Financial Planners, Leadership, Wealth, 401k, Finance, Series 7, Term Life Insurance, Mutual Funds, Financial Planning
Education
Bethel University 2001 — 2005
Bachelor, Youth Ministry
The Sherralise Group September 2014 - Present
Mary Kay Independent Beauty Consultant 2002 - 2015
LSA Laser February 2013 - March 2014
StoneCreek Financial October 2011 - May 2012
Mid American Financial Group 2006 - October 2011
Ameriprise Financial Advisors 2001 - 2006
Lake Region Christian School August 1998 - June 2000
Skills
PowerPoint, Event Planning, Customer Service, Public Speaking, Social Media, Team Building, Sales, Outlook, Research, System Administration, Microsoft Excel, Leadership, Training, Interviews, Customer Satisfaction, Management, Finance, Social Networking, Marketing, Coaching
Education
Bethel University 2006 — 2008
M.A., Communication
Bethel University 2005 — 2006
B.A., Communication
Northland Baptist Bible College 1993 — 1998
B.S., Secondary Ed/English: Minor in Speech
TD Ameritrade April 2014 - Present
TD Ameritrade October 2012 - April 2014
TD Ameritrade October 2010 - November 2012
Transamerica Retirement Management May 2008 - October 2010
Ameriprise Financial Advisors March 2007 - May 2008
Skills
Series 7, Coaching, Team Leadership, Branch Management, Investments, IRAs, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Uniform Combined State..., Series 24, Retirement, Wealth Management, Finance, 401k, Financial Services, Series 65, FINRA, Investment Advisory, Asset Management, Estate Planning, Series 66
Education
Augsburg College
English, Communications
The Grommet December 2009 - Present
Ameriprise Financial Advisors June 2008 - June 2010
Jilly Lane Bags December 2006 - December 2009
The Weber Group May 1999 - June 2001
Robert Half International December 1995 - March 1999
Skills
Writing Skills, Start-ups, Communications Planning, Corporate Communications, Small Business..., Marketing Communications, Relationship Development, Relationship Marketing, Relationship Cultivation, Community Outreach, Business Development
Education
Cornell University 1990 — 1994
B.S., Communciations
The Florida State University Foundation August 2014 - Present
The Florida State University Foundation August 2012 - July 2014
The Florida State University Foundation July 2011 - August 2012
The Florida State University Foundation June 2010 - July 2011
Ameriprise Financial Services, Inc. May 2009 - August 2009
Florida State University August 2008 - May 2009
Ameriprise Financial Advisors May 2008 - August 2008
H & R Block May 2006 - August 2006
Skills
Microsoft Excel, Research, Nonprofits, Higher Education, Prospect Research, Prospect Management, Prospect Qualification, Strategic Planning, Moves Management, Fundraising, Microsoft Office, Data Analysis, Editing, Advancement Services, Training, Philanthropy, Raiser's Edge, Foundation Search, Foundation Center, ResearchPoint, WealthEngine, LexisNexis, D&B, Hoovers, iWave, MapPoint, Prospect Visual, Outlook, Databases, Real Estate, Community Outreach, Event Planning, Management, Social Media
Education
Florida State University - College of Business 2005 — 2010
Bachelor of Science
Ameriprise Financial Advisors March 2009 - Present
Merrill Lynch 1996 - 2009
Education
California State University-Sacramento
BA, Economics
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
Emery & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. January 2011 - Present
Ameriprise Financial Advisors September 1999 - Present
Education
The American College 2004 — 2007
ChFC®, CLU®, Financial Planning
College for Financial Planning 2001 — 2004
CFP®, Financial Planning
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS in Business Administration, Finance/Economics
Skylight Creative Ideas October 2005 - Present
Ameriprise Financial Advisors February 2003 - October 2005
Skills
Marketing, Sales, Advertising, Customer Service, Strategic Planning, Budgets, New Business Development, Marketing Strategy, Leadership, Marketing Communications, Email Marketing, Small Business, Social Media Marketing, Public Speaking, Sales Management, Online Marketing, Business Development, Account Management
Education
East Carolina University 1999 — 2003
Bachelor of Science (BS), Economics
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman October 2013 - June 2015
Brown Brothers Harriman October 2010 - October 2013
Brown Brothers Harriman & Co. August 2009 - October 2010
Brown Brothers Harriman July 2007 - August 2009
Brown Brothers Harriman, Dublin August 2007 - December 2007
Brown Brothers Harriman, Boston May 2007 - August 2007
Ameriprise Financial Advisors August 2006 - December 2006
Mercer Human Resource Consulting May 2006 - August 2006
Skills
Microsoft Excel, Financial Services, Analysis, Finance, Mutual Funds, Investments, Equities, Process Improvement, Portfolio Management, Bloomberg
Education
Boston University
MBA
Marist College 2003 — 2007
Dublin Business School 2006 — 2006
European Economics
Insight Wealth Partners, LLC May 2010 - Present
Middlebrook, Dryden, Carter and Associates July 1998 - May 2010
Ameriprise Financial Advisors January 1992 - May 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Wealth, Strategic Financial..., Financial Advisory, Investment Advisory, Financial Planners, Retirement, Investment Management, Personal Finance, Asset Allocation, Wealth Accumulation, Wealth Management..., ETFs, Personal Financial..., Finance, Asset Management, Long-term Care, Separately Managed..., Insurance, Asset Managment, IRAs, 401k, Financial Planning, Investments
Education
College for Financial Planning 2010 — 2011
Master of Science, Financial Planning
Baylor University 1988 — 1991
BBA, Finance, Operations Management
JEH Financial Advisors, LLC January 2000 - Present
Jeffrey Hochstein, DDS, LLC June 1984 - October 2007
Ameriprise Financial Advisors January 2004 - June 2005
Education
Fairleigh Dickinson University 1998 — 2000
CFP, Financial Planning
New York University - College of Dentistry 1973 — 1976
DDS, Dentistry
MassMutual Financial Group December 2014 - Present
MassMutual Financial Group April 2012 - December 2014
MassMutual Financial Group June 2008 - May 2012
MassMutual Financial Group July 2007 - July 2008
MML Investor Services July 2007 - June 2008
Ameriprise Financial Advisors October 2006 - June 2007
Skills
Series 7, Series 24, Series 66, Securities, Mutual Funds, FINRA, 401k, Series 63, ERISA, Retirement, Investments, Insurance, Strategic Financial..., Fixed Annuities, Employee Benefits, Financial Services, Retirement Planning, Life Insurance, Investment Advisory, Pensions, Succession Planning, Estate Planning
Education
Western New England University 2003 — 2009
MBA, Business
Bridgewater State University 2004 — 2006
BA, Aviation, Aviation Management, Business Management
San Francisco Public Works May 2012 - Present
Treasure Island Development Authority July 2010 - April 2012
Smartstops.net May 2009 - September 2009
San Francisco Public Utilities Commission May 2009 - August 2009
Bayer AG January 2009 - May 2009
San Francisco General Administration Bureau May 2008 - June 2008
Ameriprise Financial Advisors August 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Management, Microsoft Word, Research, Customer Service, Strategy, Analysis, Project Management, Program Management, Business Development, Social Media, Marketing, Competitive Analysis, Accounting, Forecasting
Education
Loyola Marymount University, College of Business Administration 2006 — 2010
Study Abroad, International Business
The Chinese University of Hong Kong 2006 — 2007
NA, Asian Business, Global Enterprise Management
Draper University
Entrepreneurship/Entrepreneurial Studies
Golden Gate University, School of Law
NEPC January 2011 - Present
NEPC January 2008 - December 2010
NEPC March 2006 - December 2007
Ameriprise Financial Advisors July 2004 - October 2005
Skills
Alternative Investments, Bloomberg, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Asset Management, Private Equity, Financial Modeling, Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Financial Analysis, Equity Research, Fund Of Funds, Investment Management
Education
Bentley University 2000 — 2004
BS, Finance
Ameriprise Financial Advisors 2007 - Present
Verizon Wireless September 1999 - May 2007
Education
Ohio Dominican University 2004 — 2007
Capital University - School of Management 1999 — 2001
Hickory Global Partners February 2012 - Present
Integra Trading International Corporation April 2010 - February 2012
Roof & Rack Products May 2007 - January 2012
Ameriprise Financial Advisors September 2005 - August 2006
Skills
Budgets, Strategic Financial..., Strategic Planning, Operations Management, Business Development, Business Intelligence, Contract Negotiation, Account Management, Forecasting, Sales Management, Competitive Analysis, Marketing, New Business Development, Management, Customer Service, Leadership, Marketing Strategy, Negotiation
Education
Rochester Institute of Technology 1999 — 2002
BS, Business Administration, Management and Operations
Brigham Young University - Idaho 1990 — 1991
General
Chevron Retiree Association February 2008 - Present
Tax & Financial Services April 1981 - Present
Ameriprise Financial Advisors March 2006 - March 2007
Unocal Corporation September 1970 - June 2004
Skills
Tax Preparation, Financial Planning, Financial Analysis, Strategic Financial..., Financial Reporting, Budgets, Accounting, Financial Advisory, Small Business, Retirement Planning, Insurance, Real Estate, Financial Modeling, Risk Management, Banking, Credit, Finance, Strategic Planning, Analysis, Management, Business Planning, Portfolio Management, Team Building, Wealth, Financial Risk, Investments, Financial Services, Managerial Finance, Asset Management, Credit Analysis, Cash Flow, Tax, Employee Benefits, Investment Advisory, Financial Planners
Education
University of California, Irvine 2005 — 2006
PFP, Financial Planning
California State University-Long Beach - College of Business Administration 1967 — 1970
Bachelor of Science, Accounting
MC Home Loans July 2015 - Present
Mount Snow 1992 - Present
Luxury Mortgage Corp December 2013 - June 2015
Guaranteed Rate, Inc. October 2012 - December 2013
The Manhattan Mortgage Company October 2001 - October 2012
ForstmannLeff March 2000 - April 2001
Deutsche Bank November 1998 - March 2000
Bankers Trust December 1992 - November 1998
Ameriprise Financial Advisors September 1991 - December 1992
Wagner Weber Associates September 1990 - September 1991
Skills
Marketing, Finance, Negotiation, Real Estate, Management, Strategic Planning, Leadership, Business Development, Analysis, Leadership Development, Social Media Marketing, New Business Development, Customer Service, Public Speaking, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Loans, Mortgage Lending, Financial Services, Investment Properties, Sales, Banking, Credit
Education
Carnegie Mellon University 1982 — 1986
Bachelor of Science, Industrial Management and French
Mount de Chantal Academy 1978 — 1982
College Prep
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
1080 IT, Inc. January 2008 - Present
Ameriprise Financial Advisors March 2007 - December 2007
Ameriprise Financial Advisors March 1995 - March 2007
American Express January 1993 - March 1995
Skills
Vendor Management, Business Analysis
Education
Augsburg College 1991 — 1995
BA-Finance, Management Information Systems, Art History
Orono 1986 — 1990
Ottawa Sports and Entertainment Group (OSEG) January 2014 - Present
Ernst & Young October 2011 - December 2013
Ernst & Young January 2010 - October 2011
Clayton Kendall Inc June 2007 - November 2007
Ameriprise Financial Advisors December 2005 - May 2007
European Bank For Reconstruction and Development Business Advisory Services program August 2003 - August 2005
Commercial Bank Parvina September 1996 - December 2002
Skills
Auditing, Accounting, Project Management, US GAAP reporting, Canadian GAAP, ASPE reporting, SOX 404, International Business..., Microsoft Office, SEC filings, IFRS, Corporate Finance, Internal Audit, Financial Modeling, IT Audit, Financial Accounting, External Audit, Assurance, Financial Audits, Sarbanes-Oxley Act, Microsoft Word, SEC Filings
Education
University of Wisconsin-Eau Claire 2008 — 2009
Bachelor's degree, Accounting, 3.8
University of Wisconsin-Eau Claire 2005 — 2007
MBA, Finance and Operation Management, 4.0
University of California, Berkeley 2004 — 2005
Online course, International Business Management Course
Taškentskij Davlat Iqtisodiypt Universiteti 1999 — 2004
Bachelors, Economics, 5
Georgetown University 2003 — 2003
Summer School, American Institute on Political and Economic Systems
Financial College of Samarkand 1996 — 1999
Associated, Finance and Banking
Ameriprise Financial Advisors April 2004 - Present
Education
Wilmington College 2000 — 2003
BS, Business Admin
Università degli Studi di Macerata 2002 — 2002
Ameriprise Financial May 2014 - Present
Ameriprise Financial 1986 - 2011
Ameriprise July 2006 - July 2008
Ameriprise Financial Advisors 1986 - 2008
American Express Financial Advisors 2003 - 2005
Skills
Series 7, Series 24, Financial Services, Business Process..., Insurance, Human Resources, Trusted Business Partner, Business Excellence, Relationship Management
Education
Concordia College 1982 — 1986
BA, Business Administration/Accounting
Lorain National Bank March 2014 - Present
PNC July 2010 - March 2014
Minds Matter 2009 - 2011
National City Bank November 2007 - July 2010
PNC Wealth Management June 2005 - July 2010
National City Bank 2004 - 2005
Ameriprise Financial Advisors July 2000 - April 2004
Skills
Asset Allocation, Asset Managment, Customer Service, Banking, Data Analysis, Investments, Marketing, Microsoft Excel, Portfolio Management, Wealth Management
Education
Bowling Green State University 1996 — 2000
BSEd, Mathematics
North Olmsted High School 1992 — 1996
Baldwin-Wallace College
Andersen Corporation June 2014 - Present
Andersen Corporation April 2014 - June 2014
Andersen Corporation September 2013 - April 2014
AmaBay November 2011 - August 2013
Ecolab March 2010 - August 2011
Ecolab November 2008 - February 2010
Ameriprise Financial Advisors September 1998 - January 2001
Skills
Project Management, Change Management, Strategic Planning, Customer Service, Program Management, Financial Analysis, Lean Six Sigma, Inside Sales, Creative Writer, Delivering Results, Client Liason, B2B, Business Process..., Business Strategy, Multiple Project..., Communication, Organization, Driving Business Growth, Team Leadership, Process Driven, Six Sigma, Product Marketing, Marketing, Analysis, Product Development, Sales Operations, Sales, Human Resources
Education
Colorado State University 1989 — 1996
Bachelor's of Science, Human Development and Family Studies, General
Ameriprise Financial Advisors April 1990 - Present
Ameriprise/Service Management 1990 - Present
Education
Des Moines Area Community College 1982 — 1984
Keiser University 2008 - 2008
CitiStreet 2006 - 2008
WJCT 2006 - 2006
University of Texas at Arlington 2004 - 2006
Mirant 2001 - 2004
Johnson Controls 1999 - 2001
Electronic Data Systems 1998 - 1999
Analysts International 1996 - 1998
Ameriprise Financial Advisors 1993 - 1996
Southern Company 1991 - 1991
Education
The University of Texas at Arlington 2004 — 2006
Master's, Human Resources Management
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor's, Computer and Information Systems
Ameriprise Financial Advisors May 2007 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investments, Retirement, Investment Advisory, Series 63, Financial Advisory, Investment Strategies, Portfolio Management, Securities, Estate Planning, Equities, Asset Management, Fixed Annuities, Financial Analysis, Alternative Investments
Education
Eastern Illinois University 2003 — 2007
Finance
Russell and Associates, LLC 2011 - Present
Ameriprise Financial Advisors October 2008 - August 2011
JP Morgan Chase 1995 - 2008
Skills
Alternative Investments, Investments, Series 7, Finance, Life Insurance, Retirement Planning, Qualified Retirement..., Estate Planning, Estate Tax Planning, Asset Management, Retirement Savings, Strategic Financial..., Financial Markets, Personal Budgeting, Financial Advisory, Financial Services, Retirement, Wealth Management, Investment Advisory, Investment Strategies, ETFs, Capital Markets, Pensions, High Net Worth..., Financial Planning
Education
Capital University
BA, Finance
Ameriprise Financial Advisors February 2010 - October 2012
Ameriprise Financial March 2006 - February 2010
Ameriprise Financial October 2005 - March 2006
Pier 1 Imports June 2005 - January 2006
Connecticut College October 2004 - June 2005
Connecticut College April 2002 - October 2004
Skills
Program Management
Education
Franklin Pierce University 2012 — 2015
Master of Physician Assistant Studies, Physician Assistant
Connecticut College 2001 — 2005
BA, Government and Psychology
Franklin Pierce University
UNIVERSITY OF KENT
Baker Tilly Virchow Krause, LLP June 2014 - Present
Baker Tilly Virchow Krause, LLP August 2012 - May 2014
Ameriprise Financial Advisors June 2008 - May 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Corporate Finance, Bloomberg, Finance, Microsoft Office, Accounting, Investments
Education
American University - Kogod School of Business 2015 — 2017
Master of Science (M.S.), Taxation
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Accounting
Coldwell Banker Real Estate August 2015 - Present
3M September 1999 - December 2014
Ameriprise Financial Advisors January 1979 - January 1981
Nabisco January 1977 - March 1978
Skills
Team Building, Sales Management, Product Development, Leadership, Sales, Negotiation, Competitive Analysis, Key Account Management, Microsoft Excel, New Business Development, Account Management, Cross-functional Team..., Pricing, Forecasting, Marketing Strategy
Education
Southern New Hampshire University 1989 — 1993
MBA, Business
Augustana University (SD) 1973 — 1976
BS, History
GreatCall, Inc. March 2012 - Present
Jitterbug by Great Call June 2007 - Present
Ameriprise Financial Advisors July 2005 - June 2007
American Express Financial Advisors October 1999 - June 2005
Mirco Certified Technical School February 1998 - August 1999
Skills
Team Building, Cross-functional Team..., Call Center, Vendor Management, Sales, Account Management, Call Centers, Training, Sales Management, Microsoft Office, Strategic Planning, Sales Operations, Wireless, Project Planning, Budgets, Marketing, Start-ups, Event Planning, Business Development, Strategic Partnerships, Management, Leadership, Salesforce.com, Team Leadership
Education
City University of Seattle 2004 — 2006
Bachelors of Science, Business Marketing
Ameriprise Financial Advisors November 2003 - Present
Education
California State Polytechnic University-Pomona
Bachelor's degree, Finance, Real Estate & Law
Vidaris, Inc. July 2014 - Present
Langan Engineering & Environmental Services December 2013 - June 2014
Manhattan College June 2013 - October 2013
Westchester Community College January 2012 - July 2012
Ameriprise Financial Advisors 2006 - 2010
Scholarly Movers 2004 - 2004
Skills
Finance, Financial Analysis, Project Management, Strategy, Project Engineering, Budgets, Marketing, Structural Analysis, Structural Engineering, Civil Engineering, Research, Analysis, Data Analysis, Public Speaking, Microsoft Excel, Financial Modeling
Education
Manhattan College 2012 — 2014
Bachelor of Science (B.S.), Civil Engineering, 3.87
Westchester Community College 2011 — 2012
Associates Degree, Engineering Science
Boston University 2002 — 2006
B.A., Political Science
Schnitzer Steel May 2014 - Present
Schnitzer Steel April 2010 - May 2014
Ameriprise Financial Advisors September 2007 - March 2010
Skills
Strategic Planning, Financial Analysis, Finance, Management, Leadership, Operations Management
Education
Auburn University 2002 — 2007
Ameriprise Financial Advisors September 2003 - Present
Education
Stonehill College 1999 — 2003
B.S., Finance
Boston Latin School 1993 — 1999
Allianz Global Investors October 2008 - Present
Neuberger Berman April 2004 - October 2008
Ameriprise Financial Advisors April 1994 - April 2004
Skills
Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investments, Investment Strategies, Asset Management, Hedge Funds, Asset Managment
Education
University of Colorado at Boulder - Leeds School of Business 1989 — 1990
MBA
Babson College 1983 — 1987
BS, Investments
Ameriprise Financial Advisors February 2010 - Present
PERA February 2009 - February 2010
Hartford Life September 2003 - January 2009
Hartford Life September 2003 - December 2004
St. Martin School August 2001 - August 2003
Ebenx February 2000 - March 2001
American Express March 1999 - March 2000
Prudential Insurance November 1989 - February 1999
Skills
Quality Assurance, Waterfall, Business Analysis, Business Requirements, Requirements Gathering, Testing, User Acceptance Testing
Education
Alexandria Technical College
Western and Southern Financial group August 2009 - Present
Ameriprise Financial Advisors May 2008 - April 2009
AXA Equitable March 2007 - May 2008
Intelicoat Technolgies June 1990 - January 2007
Ampex September 1980 - June 1990
NDM Corp-New Dimensions in Medicine October 1973 - October 1980
Education
Auburn University 1985 — 1985
studied for MBA
Wright State University 1972 — 1979
BS, Chemistry
Blue Shield of California June 2013 - Present
SBM Site Services, LLC May 2012 - April 2013
Heritage Hotel Group February 2010 - May 2012
Mass Mutual Financial Group January 2009 - September 2009
Ameriprise Financial Advisors May 2008 - August 2008
Education
California State University-Sacramento 2010 — 2012
Master of Business Administration (MBA)
Point Loma Nazarene University 2005 — 2008
Bachelor's degree, Business Administration and Management, General
United States Air Force April 2011 - Present
United States Air Force April 2010 - September 2011
Ameriprise Financial Advisors November 2004 - December 2008
Skills
CMMI, AS9100, Process Improvement, Analysis, Project Management, Management, Forecasting, Finance, Data Analysis, Leadership, Financial Analysis, Strategic Financial..., Program Management
Education
Brigham Young University 1994 — 2004
Bachelors of Science, Mathematics (Major), Statistics (Minor), Coaching & Teaching PE (Minor)
Hemet High School
Fidelity Investments October 2008 - Present
Ameriprise Financial Advisors August 2001 - June 2008
Education
City University of Seattle 1984 — 1987
Associate of Science (A.S.), General Studies
Ethnic Media Alliance 2011 - Present
Interstate Business Brokers 2012 - Present
All American Monuments - Philadelphia August 2013 - Present
Integrated Retirement Solutions January 2012 - Present
Ameriprise Financial Advisors 2008 - 2009
Money Warehouse Inc 2002 - 2008
Skills
Business Development, Sales Management, Sales, Loan Origination, Insurance, Seniors, Boomers, Health Insurance, Life & Health Insurance..., IT Sales, Branch Management, Financial Services, Marketing, Telemarketing, B2B Marketing, B2C Marketing, Personal Financial..., Estate Planning, Team Management, Recruiting, Regional Development, Territory Management, Territory Development, Technology, Web Project Management, Web Marketing, Internet Entrepreneur, Critical Thinking, Business Innovation, Road Warrior, Asset Protection, Entrepreneurship, Communication Skills, Direct Sales, Customer Service, Customer Retention, Ethnic Media, Product Development, Problem Solving, Operations Management, Sales Operations, Salesforce Training, Account Management, Team Building, Teamwork, Passion for Technology, Driven By Results, Foreign Languages, Bilingual, Medicare
Education
Concord University School of Law 2005 — 2006
E.J.D., Law
American University in Bulgaria 1995 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Wilsdon College - Sofia 1991 — 1993
Associate's degree, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Advisors September 2004 - Present
Studio 2 Interiors September 1999 - June 2001
Skills
Travel Arrangements, Microsoft Office, Financial Advisory, Account Management, Sales, Calendaring, Sales Management, Calendars, Concur, New Business Development, Expense Reports, Business Strategy, Meeting Scheduling, Outlook, Spreadsheets, Office Management, Lotus Notes, Expense Management, File Management, Confidentiality, Fax, Executive Support, Data Entry, Office Administration, Office Equipment
Education
Fashion Institute of Technology 1974 — 1976
Associate, Interior Design
Minnesota Air National Guard May 2011 - Present
J6 Joint Force Headquarters Minnesota National Guard June 2009 - May 2011
Wells Fargo Brokerage June 2007 - June 2009
Ameriprise Financial Advisors January 2007 - June 2007
Education
Augsburg College 2009 — 2011
Masters in Business Administration, Finance
University of Alaska Fairbanks 2003 — 2006
Bachelor of Business Administration, Finance
Ameriprise Financial Advisors 2004 - 2008
Verizon 1994 - 2001
Various 1991 - 1994
On-Line Software 1983 - 1991
Education
Cornell University
BA, History
Ameriprise Financial Advisors 1987 - Present
Education
Pace University 1980 — 1982
M.B.A., Corporate Finance
Baruch College, City University of New York (CUNY) 1970 — 1974
B.B.A., Accounting
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial October 2010 - July 2013
Ameriprise Financial April 2006 - December 2009
Ameriprise Financial Advisors February 2002 - March 2006
Prudential Securities November 2000 - January 2002
Allina Hospitals & Clinics 1997 - 2002
Skills
Strategic Financial..., Finance, Securities, CRM, Retirement Planning, Wealth Management, Retirement, Sales, Investments, Asset Allocation, Estate Planning, Investment Advisory, Fixed Annuities, Asset Management, Financial Planning, Financial Services, Insurance
Education
Bemidji State University 1988 — 1992
Mass Communications, Business
Bemidji Senior High School 1984 — 1988
Ameriprise Financial Advisors October 1997 - Present
Education
Illinois State University 1993 — 2006
BS, Finance 2nd major Agri-Bus Horticulture
Aurora University 2001 — 2004
MBA
College for Financial Planning
CFP
Ameriprise Financial Advisors July 2007 - Present
Ameriprise Financial Advisors September 1999 - July 2007
Minneapolis Alternative Schools 1996 - 1999
Skills
Series 7, Needs Analysis, Financial Planning, Sales Skills Training, Training & Development, Retirement Planning, College Savings Plans, Emotional Intelligence, Practice Management, Insurance, Mutual Funds, Wealth Management, Series 63, Retirement, Strategic Financial..., Employee Training, Asset Allocation, Financial Advisory, Selling Skills, Financial Services, Investments
Education
Carleton College 1990 — 1994
BA, English, Education
Ameriprise Financial 2005 - Present
Ameriprise Financial Advisors 2001 - 2005
Ameriprise Financial 1997 - 2001
Education
Florida Atlantic University 1993 — 1995
Bachelor of Science, Finance
Berryville Dog Walker January 2013 - Present
Ameriprise Financial Advisors October 2001 - August 2009
Skills
Retirement, Uniform Combined State..., Retirement Planning, Wealth Management, Series 24, Series 63, 401k Rollovers, Finance, Loans, Investment Strategies, Financial Planners, Fixed Annuities, 529 Plans, Asset Allocation, Wealth, Strategic Financial..., Banking, Variable Annuities, 401k, Residential Mortgages, Investments, FINRA, Roth IRA, IRAs, Life Insurance, College Savings Plans, Small Business Lending, Mutual Funds, Saving for Education, Disability Insurance, Wealth Management..., Estate Planning, Credit, Mortgage Lending, Series 7, Credit Analysis, Financial Advisory, Insurance, Asset Management, Wealth Accumulation, Investment Advisory, Refinance, Certified Financial..., ETFs, Series 6, Securities, Personal Financial..., Lines Of Credit, Loan Origination, Series 65
Education
Bowling Green State University 1994 — 1998
BA, International Business & Statistics
LPL Financial May 2007 - Present
Sun Life Financial April 2006 - May 2007
Ameriprise Financial Advisors June 2003 - May 2006
Putnam Investments September 1998 - August 2003
Skills
Series 7, Long-term Care, Estate Planning, Insurance, High Net Worth..., Certified Financial..., 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Life Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Strategic Financial..., Series 63, Series 6, Wealth Management
Education
Bryn Mawr College 2003 — 2010
CFP (R), CLU, ChFC, Finance
Stonehill College 2001 — 2003
BS, Management
Dean College 1998 — 2001
Associates, Management
Transamerica Financial May 2014 - Present
Insurance Agency August 2013 - May 2014
Private Client August 2013 - May 2014
Tuttnauer June 2013 - July 2013
World Financial Group (WFG) December 2009 - December 2011
Ameriprise Financial Advisors October 2006 - December 2009
Real Estate August 2001 - August 2006
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Asset Managment, Project Management, Finance, Microsoft Office, Insurance, Strategic Planning, Microsoft Excel, Mutual Funds, Small Business, Analysis, Estate Planning, Project Planning, Wealth Management, PowerPoint, Real Estate
Education
Tel Aviv University 2011 — 2012
Master's degree, Environmental Studies
City University of New York 2007 — 2008
MALARCH, Landscape Architecture
Parsons School of Design 2005 — 2006
Certificate, Interior Design
New York University 2001 — 2004
BA, Urban Design and Architecture minor Studio Art
Ameriprise Financial Advisors August 2007 - Present
Education
Drexel University 2007 — 2008
MBA, Investment Management
Drexel University 2003 — 2007
BS, Finance
University of Utah Hospitals and Clinics October 2012 - Present
Promise Hospital of Salt Lake City October 2010 - October 2012
Applegate Homecare & Hospice December 2007 - June 2010
Ameriprise Financial Advisors January 1999 - December 2007
Morgan Stanley Smith Barney September 1997 - January 1999
Rush Home Care & Hospice March 1990 - September 1997
Amicare Home Health Services March 1988 - February 1990
VA Medical Center June 1986 - February 1988
Skills
Long Term Care, Healthcare, Hospitals, Case Managment, Medicine, Home Care, Case Management, Healthcare Management, Nursing, Long-term Care, Acute Care, Physician Relations, Healthcare Information..., Patient Safety, Revenue Cycle
Education
University of Illinois at Chicago 1994 — 1997
MBA/MSA, Business & Accounting
Eastern Michigan University 1988 — 1990
Bachelors of Science, Nursing
St. Joseph Mercy School of Nursing 1984 — 1986
Diploma, Nursing
Iowa Air National Guard, Senior Airman, Medical Clinic
Airman in medical clinic, Pre-Nursing Studies
Michigan Air National Guard
Registered Nursing/Registered Nurse
Blue Cross and Blue Shield of Minnesota December 2012 - Present
Ameriprise Financial Services, Inc. March 2012 - December 2012
Ameriprise Financial Advisors January 2010 - March 2012
Mariee Photography January 2010 - January 2012
Ameriprise Financial Advisors January 2007 - January 2010
Ameriprise Financial Advisors May 2005 - December 2006
Ameriprise Financial Advisors 2003 - 2005
Ameriprise Financial Advisors 2000 - 2003
Skills
ITIL, IT Service Management, Vendor Management, Process Improvement, Incident Management, Service Management, Service Delivery, Change Management, Project Management, IT Operations, Process Management, Leadership, Requirements Analysis, Team Leadership, Software Project..., Problem Management, Availability Management, Visio, Disaster Recovery, Management, Service Desk, Outsourcing, Sla, Software Documentation, IT Management, Release Management, Enterprise Software, Project Planning, Project Portfolio...
Education
Arizona State University 1992 — 1997
B.A., Political Science
Augsburg College
Computer Science
Ameriprise Financial Advisors August 2009 - December 2009
Papa Razzi's May 2009 - August 2009
The Farland Group May 2008 - December 2008
Romano's Macaroni Grill May 2007 - January 2008
Target Corporation June 2005 - August 2006
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Loomis, Sayles & Company October 2013 - Present
State Street April 2013 - October 2013
Gordon Brothers Group September 2010 - April 2013
Scimitar Equity, LLC October 2009 - September 2010
Green Coast Capital, LLC July 2009 - August 2009
Ameriprise Financial Advisors April 2005 - April 2009
Skills
Valuation, Series 7, Portfolio Management, Finance, Private Equity, Equity Research, Equities
Education
Northeastern University 2000 — 2005
BSIB, Finance, Spanish
Comillas Pontifical University
Boston Center for Adult Education 1999 - Present
Ameriprise Financial Advisors 1997 - 2009
Education
Simmons School of Management 1994 — 1995
MBA, Management
Boston University
BFA, Fine Arts
Vince April 2015 - Present
Anne Fontaine December 2014 - April 2015
L'Occitane en Provence November 2013 - December 2014
Nordstrom October 2011 - October 2013
Cache' September 2009 - October 2010
Ameriprise Financial Advisors February 2009 - April 2009
Reiss November 2007 - April 2008
Lacoste November 2006 - July 2007
Ruehl-Abercrombie & Fitch Co November 2005 - August 2006
Hollister Co October 2005 - November 2005
Skills
Visual Merchandising, Fashion, Merchandising, Sales, Teamwork, Trend, Brand Awareness, Product Knowledge, Social Media, Social Networking, Blogging, Training & Development, Retail Management, Development Tools, Customer Relations, Inventory Management, Team Building, Customer Service, Recruiting, Talent Acquisition, Marketing, Leadership, Luxury Goods, Loss Prevention, Styling, New Store Openings, Hiring, Inventory Control, Window Displays, Social Media Marketing, Facebook, Brand Management, Interviews, Brand Development, Public Relations, Fashion Shows, Retail Sales, Lips, Store Operations, Collagen, Marketing Strategy, Store Management, New Store Set Up, New Store Launches, Skin Care Products, Luxury Lifestyle, Opening New Stores, Sensitive Skin, Wrinkles, New Store Planning
Education
Art Institute of Philadelphia
The Art Institute of Washington
Bachelor of Arts degree, Fashion