Ameriprise Financial Advisors

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: RiverSource, RiverSource Distributors Inc,

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Ameriprise Financial Advisors Employees

Employee
Years
Job
Industry
Nicholas Vizzi CRPC® Nicholas Vizzi CRPC® Tampa/St. Petersburg, Florida Area Details
Nicholas Vizzi CRPC®'s Ameriprise Financial Advisors Experience December 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
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

Ralph Schroeder Ralph Schroeder Houston, Texas Area Details
Ralph Schroeder's Ameriprise Financial Advisors Experience 1984 - Present
Job Private Wealth Advisor, CFP®, CLU®, ChFC®, MS, APMA, Schroeder and Associates
Industry Financial Services
Experience
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

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

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

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

College for Financial Planning
CFP®, Certified Financial Planner

Fisher College
Associate of Arts (AA)

Harvard Business School
Executive Education Program, High Potential Leaders Program

James Hartje James Hartje Thousand Oaks, California Details
James Hartje's Ameriprise Financial Advisors Experience July 2007 - September 2008
Job Associate at Wells Fargo
Industry Investment Management
Experience
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

Matt Catron, CRPC Matt Catron, CRPC Galveston, Texas Details
Matt Catron, CRPC's Ameriprise Financial Advisors Experience August 2006 - December 2008
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

D'Ann Wilbur D'Ann Wilbur Greater Minneapolis-St. Paul Area Details
D'Ann Wilbur's Ameriprise Financial Advisors Experience January 2000 - March 2002
Job Vice President of Sales Strategy at United Healthcare Medicare & Retirement
Industry Financial Services
Experience
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

Christopher Davidson, CFP®, CRPC® Christopher Davidson, CFP®, CRPC® Tampa/St. Petersburg, Florida Area Details
Christopher Davidson, CFP®, CRPC®'s Ameriprise Financial Advisors Experience November 2006 - November 2013
Job Branch Manager at Ameriprise Financial Services, Inc. CA License #0G34678
Industry Financial Services
Experience
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

Jon Fletcher Jon Fletcher Austin, Texas Area Details
Jon Fletcher's Ameriprise Financial Advisors Experience January 2009 - August 2013
Job Chief Investment Officer and Investment Advisor Representative at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
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

Molly Brotherton Molly Brotherton Phoenix, Arizona Area Details
Molly Brotherton's Ameriprise Financial Advisors Experience May 2010 - August 2010
Job Manager of Financial Reporting at Nuverra Environmental Solutions Inc.,
Industry Accounting
Experience
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

Patty Greene Patty Greene Minneapolis, Minnesota Details
Patty Greene's Ameriprise Financial Advisors Experience July 2007 - July 2010
Job Anticoagulation RN
Industry Hospital & Health Care
Experience
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

Hong Ho Hong Ho Greater Minneapolis-St. Paul Area Details
Hong Ho's Ameriprise Financial Advisors Experience August 1999 - September 2001
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
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

Rick Polenske, CFP, CTFA Rick Polenske, CFP, CTFA Boise, Idaho Details
Rick Polenske, CFP, CTFA's Ameriprise Financial Advisors Experience 1987 - 2001
Job Vice President SR Trust and Fiduciary Specialist at Wells Fargo
Industry Financial Services
Experience
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

Shelly Fagg, CRPC® Shelly Fagg, CRPC® Birmingham, Alabama Area Details
Shelly Fagg, CRPC®'s Ameriprise Financial Advisors Experience January 2007 - February 2015
Job Operations at Vulcan Value Partners
Industry Financial Services
Experience
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

Arthur Cooper Arthur Cooper Orange County, California Area Details
Arthur Cooper's Ameriprise Financial Advisors Experience September 1990 - August 1997
Job Managing Director at Cooper McManus
Industry Financial Services
Experience
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

Melissa Stein Melissa Stein Greater Pittsburgh Area Details
Melissa Stein's Ameriprise Financial Advisors Experience 2004 - 2008
Job Financial Advisor & Owner of Stein Wealth Advisors
Industry Financial Services
Experience
Stein Wealth Advisors   March 2009 - Present
Sport Clips Haircuts  November 2012 - Present
POWER of Southpointe   June 2008 - August 2011
Ameriprise Financial  2004 - 2009
Ameriprise Financial Advisors   2004 - 2008

Skills
Retirement Income..., Social Security..., Proactive Tax Planning, Financial Planning &..., Estate and Investment...

Education
Duquesne University   2010 — 2011
Professional Certfication, CFP ® Certification

Boston University - School of Management   2000 — 2004
Finance

Sewickley Academy

Chris Penfield, CFP® Chris Penfield, CFP® Portland, Maine Details
Chris Penfield, CFP®'s Ameriprise Financial Advisors Experience October 2007 - May 2008
Job Associate Relationship Manager at Vigilant Capital Management, LLC
Industry Investment Management
Experience
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

Mary Beth Sharkey, CFP, CLU, ChFC Mary Beth Sharkey, CFP, CLU, ChFC New York, New York Details
Mary Beth Sharkey, CFP, CLU, ChFC's Ameriprise Financial Advisors Experience 1991 - 2009
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ravi Kahan Ravi Kahan Greater Atlanta Area Details
Ravi Kahan's Ameriprise Financial Advisors Experience 2001 - 2005
Job Managing Partner at Creative Tax & Business
Industry Financial Services
Experience
Creative Tax & Business   February 2009 - Present
Hantz Financial  May 2007 - January 2009
Ameriprise Financial  2005 - 2006
Ameriprise Financial Advisors   2001 - 2005

Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance

Education
Boston University Questrom School of Business   1997 — 2001
BA, Finance

Barnstable   1992 — 1993

Jeff Montani Jeff Montani United States Details
Jeff Montani's Ameriprise Financial Advisors Experience October 2006 - September 2007
Job IT Project Manager at Federal Reserve Bank of New York
Industry Information Technology and Services
Experience
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

Justin Taillon Justin Taillon Harrisburg, Pennsylvania Area Details
Justin Taillon's Ameriprise Financial Advisors Experience 2007 - February 2010
Job Owner at Just In Time Real Estate, LLC
Industry Real Estate
Experience
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

Brian Howley Brian Howley Greater Pittsburgh Area Details
Brian Howley's Ameriprise Financial Advisors Experience May 2004 - February 2006
Job Assistant Vice President, Compliance Specialist
Industry Financial Services
Experience
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

Peter Baker, CRPC® Financial Advisor Peter Baker, CRPC® Financial Advisor Washington D.C. Metro Area Details
Peter Baker, CRPC® Financial Advisor's Ameriprise Financial Advisors Experience March 2006 - July 2014
Job Practicing at "Catoctin Wealth Management" in Leesburg, VA
Industry Financial Services
Experience
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

Alexander Roche Alexander Roche Washington, District Of Columbia Details
Alexander Roche's Ameriprise Financial Advisors Experience April 2008 - November 2008
Job UniServ Director at Clark County Education Assn
Industry Public Policy
Experience
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

Shay Grinkmeyer-Hamer, CRPC Shay Grinkmeyer-Hamer, CRPC Greater Atlanta Area Details
Shay Grinkmeyer-Hamer, CRPC's Ameriprise Financial Advisors Experience November 2001 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Mark Hopler, CFP®, CRPC® Mark Hopler, CFP®, CRPC® Orlando, Florida Area Details
Mark Hopler, CFP®, CRPC®'s Ameriprise Financial Advisors Experience February 2002 - March 2008
Job Financial Advisor
Industry Financial Services
Experience
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

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

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

Theological Studies   1979 — 1983
Theology

Laurie McNeill Laurie McNeill Orlando, Florida Area Details
Laurie McNeill's Ameriprise Financial Advisors Experience 2005 - 2005
Job
Industry Financial Services
Experience
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

Tyra Thomas Tyra Thomas Greater Detroit Area Details
Tyra Thomas's Ameriprise Financial Advisors Experience March 2003 - October 2009
Job Associate at Paradigm Tax Group
Industry Real Estate
Experience
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

Alice (Hsu) Wang Alice (Hsu) Wang Orange County, California Area Details
Alice (Hsu) Wang's Ameriprise Financial Advisors Experience December 2001 - January 2006
Job Relationship Manager
Industry Financial Services
Experience
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.

Hailey McKenzie Hailey McKenzie Greater Chicago Area Details
Hailey McKenzie's Ameriprise Financial Advisors Experience March 2005 - September 2005
Job Senior Site Account Specialist for Kraft Foods Research and Development at Thermo Fisher Scientific
Industry Biotechnology
Experience
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

Lamar Simpson, CRPC® Lamar Simpson, CRPC® Sacramento, California Area Details
Lamar Simpson, CRPC®'s Ameriprise Financial Advisors Experience October 2007 - September 2015
Job Financial Advisor at McHarg and Associates Wealth Planning
Industry Financial Services
Experience
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

G. Scott Miller, ChFC G. Scott Miller, ChFC Greater Chicago Area Details
G. Scott Miller, ChFC's Ameriprise Financial Advisors Experience March 2000 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Nicholas P. Oakes, MBA, CRPC Nicholas P. Oakes, MBA, CRPC Phoenix, Arizona Area Details
Nicholas P. Oakes, MBA, CRPC's Ameriprise Financial Advisors Experience Mediator, Alternative Dispute Resolution specialistCivil Courts2002 - Present
Job Financial Advisor, Certified Mediator
Industry Financial Services
Experience
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

Cliff Powers CFP Cliff Powers CFP Jacksonville, Florida Area Details
Cliff Powers CFP's Ameriprise Financial Advisors Experience March 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

George Salter II, CFP® George Salter II, CFP® San Francisco Bay Area Details
George Salter II, CFP®'s Ameriprise Financial Advisors Experience January 2002 - September 2003
Job Partner at Blossom Ventures
Industry Investment Management
Experience
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

Benjamin Webb Benjamin Webb Charlotte, North Carolina Area Details
Benjamin Webb's Ameriprise Financial Advisors Experience July 2007 - July 2009
Job Senior Mortgage Underwriter at Accenture
Industry Financial Services
Experience
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

Marc J. Morrow, CFP® Marc J. Morrow, CFP® Miami/Fort Lauderdale Area Details
Marc J. Morrow, CFP®'s Ameriprise Financial Advisors Experience September 1998 - December 2003
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
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

Matthew Daugherty, CFP, CRPC Matthew Daugherty, CFP, CRPC Cleveland/Akron, Ohio Area Details
Matthew Daugherty, CFP, CRPC's Ameriprise Financial Advisors Experience July 2001 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

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

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

Education
Broad run

College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™

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

Radford University - College of Business and Economics

Potomac Falls

Sam Bertizlian MBA Sam Bertizlian MBA Orlando, Florida Area Details
Sam Bertizlian MBA's Ameriprise Financial Advisors Experience 1995 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   1995 - Present

Education
University of Central Florida   1994 — 1995
MBA

Embry-Riddle Aeronautical University   1982 — 1984
Bachelor of Engineering (B.E.)

Curtis Clauser Curtis Clauser Allentown, Pennsylvania Area Details
Curtis Clauser's Ameriprise Financial Advisors Experience November 2008 - January 2015
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
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

Justin Seller Justin Seller Osseo, Minnesota Details
Justin Seller's Ameriprise Financial Advisors Experience February 2002 - June 2004
Job I'm always looking forward to tackling life's challenges!
Industry Insurance
Experience
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

Jeff Birnbaum, CFP®, EA Jeff Birnbaum, CFP®, EA New York, New York Details
Jeff Birnbaum, CFP®, EA's Ameriprise Financial Advisors Experience November 2009 - June 2010
Job Financial Planner at On Point Financial
Industry Financial Services
Experience
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

Jonathan & Wendy Markt Jonathan & Wendy Markt Portland, Oregon Area Details
Jonathan & Wendy Markt's Ameriprise Financial Advisors Experience January 1998 - December 2007
Job Distinctive home remodeling with the customer experience as our top priority
Industry Construction
Experience
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

Sandra Dalton, CDFA, ChFC, MBA Sandra Dalton, CDFA, ChFC, MBA Greater New York City Area Details
Sandra Dalton, CDFA, ChFC, MBA's Ameriprise Financial Advisors Experience August 1999 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 1999 - Present

Education
Clemson University   1987 — 1991
B.S., Accounting

Monmouth University   1993 — 1995
MBA, Finance

Thomas P Schumm, MBA Thomas P Schumm, MBA Greater Detroit Area Details
Thomas P Schumm, MBA's Ameriprise Financial Advisors Experience October 2006 - February 2009
Job Owner and President at Mason Jar Shoppe, Inc.
Industry Retail
Experience
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

Henry Conway Henry Conway Washington D.C. Metro Area Details
Henry Conway's Ameriprise Financial Advisors Experience May 2002 - May 2006
Job
Industry Financial Services
Experience
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

Jonathan A. Jagolinzer, CFP®,CRPC® Jonathan A. Jagolinzer, CFP®,CRPC® Washington D.C. Metro Area Details
Jonathan A. Jagolinzer, CFP®,CRPC®'s Ameriprise Financial Advisors Experience May 2005 - September 2014
Job Wealth Advisor at Quantis Wealth Management
Industry Financial Services
Experience
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

Robert Hersh, CPA Robert Hersh, CPA West Covina, California Details
Robert Hersh, CPA's Ameriprise Financial Advisors Experience June 2004 - July 2004
Job Supervisor at H | K | G, LLP
Industry Accounting
Experience
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

Andrew Pfaff Andrew Pfaff Greater Boston Area Details
Andrew Pfaff's Ameriprise Financial Advisors Experience December 2005 - September 2006
Job Director of Management Reporting at Santander Bank, N.A.
Industry Financial Services
Experience
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

Velda Gabrielson Velda Gabrielson Greater Minneapolis-St. Paul Area Details
Velda Gabrielson's Ameriprise Financial Advisors Experience June 2007 - June 2008
Job Instructional Designer at US Bank
Industry Financial Services
Experience
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

Colin Huber Colin Huber Scottsdale, Arizona Details
Colin Huber's Ameriprise Financial Advisors Experience August 2009 - June 2010
Job Managed Service Sales Specialist at CDW
Industry Information Technology and Services
Experience
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

Edward H Pope Edward H Pope Greater Minneapolis-St. Paul Area Details
Edward H Pope's Ameriprise Financial Advisors Experience March 1998 - June 2009
Job City Carrier Assistant at U S Postal Service
Industry Financial Services
Experience
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

Brett Rutledge Brett Rutledge Houston, Texas Details
Brett Rutledge's Ameriprise Financial Advisors Experience August 2003 - March 2005
Job Vice President & COO at Fox Metals And Alloys Inc
Industry Oil & Energy
Experience
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

John Proia John Proia Greensboro/Winston-Salem, North Carolina Area Details
John Proia's Ameriprise Financial Advisors Experience 1983 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   1983 - Present

Education
Elon University   1978 — 1982
BA, Business Administration

Robert E.Lee High School   1975 — 1978

Katie (Yoder) Clum Katie (Yoder) Clum Hartford, Connecticut Details
Katie (Yoder) Clum's Ameriprise Financial Advisors Experience April 2009 - June 2009
Job Financial Analyst at Pratt & Whitney
Industry Financial Services
Experience
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

Luis H. Pires Luis H. Pires Greater Boston Area Details
Luis H. Pires's Ameriprise Financial Advisors Experience November 2000 - March 2008
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
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

Donna Goode Donna Goode Greater Los Angeles Area Details
Donna Goode's Ameriprise Financial Advisors Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Daniel Lensing Daniel Lensing Greater St. Louis Area Details
Daniel Lensing's Ameriprise Financial Advisors Experience July 2005 - October 2009
Job Investment Call Center Sales Representative at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
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

Adam DeBord Adam DeBord Cleveland/Akron, Ohio Area Details
Adam DeBord's Ameriprise Financial Advisors Experience August 2006 - May 2010
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
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

Charlie Donovan Charlie Donovan Greater Boston Area Details
Charlie Donovan's Ameriprise Financial Advisors Experience May 2007 - August 2008
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
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

Sandy Bredthauer, CFP ® Sandy Bredthauer, CFP ® Greater New York City Area Details
Sandy Bredthauer, CFP ®'s Ameriprise Financial Advisors Experience April 1993 - April 2000
Job Certified Financial Planner
Industry Financial Services
Experience
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

Christian E Urbina, CFP®, CRPC® Christian E Urbina, CFP®, CRPC® Miami/Fort Lauderdale Area Details
Christian E Urbina, CFP®, CRPC®'s Ameriprise Financial Advisors Experience July 2006 - October 2009
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
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

Lori Schepers Lori Schepers Greater Atlanta Area Details
Lori Schepers's Ameriprise Financial Advisors Experience March 2003 - December 2005
Job Human Resources Business Partner at PT Solutions Physical Therapy
Industry Human Resources
Experience
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

Jendayi Harris, MA Jendayi Harris, MA Denver, Colorado Details
Jendayi Harris, MA's Ameriprise Financial Advisors Experience September 2002 - September 2005
Job Gain 11 Hours Per Week | Increasing Employee Engagement and Productivity | Reducing Email Overwhelm by 44%
Industry Professional Training & Coaching
Experience
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

Kent Kniebel Kent Kniebel Greater Minneapolis-St. Paul Area Details
Kent Kniebel's Ameriprise Financial Advisors Experience August 2004 - April 2006
Job Sr. Consultant, Leadership and Team Development
Industry Human Resources
Experience
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

Chad J. Williams, CFP® Chad J. Williams, CFP® Dallas/Fort Worth Area Details
Chad J. Williams, CFP®'s Ameriprise Financial Advisors Experience June 2002 - Present
Job Financial Planner at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Nicholas Vail Nicholas Vail Raleigh-Durham, North Carolina Area Details
Nicholas Vail's Ameriprise Financial Advisors Experience February 2006 - August 2006
Job Business Search
Industry Consumer Services
Experience
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

Todd Doroff, CFP®, ADPA℠ Todd Doroff, CFP®, ADPA℠ Greater Minneapolis-St. Paul Area Details
Todd Doroff, CFP®, ADPA℠'s Ameriprise Financial Advisors Experience August 2007 - Present
Job Financial Advisor at Fathom Advisors
Industry Financial Services
Experience
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/Shags Shagrin, JD, CFP®, CRPC®, CRC® Steven/Shags Shagrin, JD, CFP®, CRPC®, CRC® San Francisco Bay Area Details
Steven/Shags Shagrin, JD, CFP®, CRPC®, CRC®'s Ameriprise Financial Advisors Experience July 2005 - October 2006
Job Owner at Steven S. Shagrin Company
Industry Professional Training & Coaching
Experience
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

Gerald Long CFP®, CLU®, ChFC® Gerald Long CFP®, CLU®, ChFC® Cranston, Rhode Island Details
Gerald Long CFP®, CLU®, ChFC®'s Ameriprise Financial Advisors Experience March 1991 - July 2010
Job Owner/Long Wealth Management
Industry Financial Services
Experience
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

David P. Hartley David P. Hartley Greater New York City Area Details
David P. Hartley's Ameriprise Financial Advisors Experience September 2007 - August 2009
Job Marketing Executive, Entrepreneur, and Fundraiser
Industry Nonprofit Organization Management
Experience
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

Bradly Gotto Bradly Gotto Greater Minneapolis-St. Paul Area Details
Bradly Gotto's Ameriprise Financial Advisors Experience June 2006 - June 2009
Job Annuity Wholesaler at American Financial Marketing
Industry Financial Services
Experience
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

Jodie Nelson, MA Jodie Nelson, MA Greater Minneapolis-St. Paul Area Details
Jodie Nelson, MA's Ameriprise Financial Advisors Experience 2001 - 2006
Job Associate at The Sherralise Group
Industry Apparel & Fashion
Experience
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

Kelly (Mahoney) Willi, CRPC© Kelly (Mahoney) Willi, CRPC© Greater Minneapolis-St. Paul Area Details
Kelly (Mahoney) Willi, CRPC©'s Ameriprise Financial Advisors Experience March 2007 - May 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
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

Kate Reynolds McLeod Kate Reynolds McLeod Greater Boston Area Details
Kate Reynolds McLeod's Ameriprise Financial Advisors Experience June 2008 - June 2010
Job Vice President, Discovery
Industry Online Media
Experience
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

Theresa Messina Theresa Messina Clearwater, Florida Details
Theresa Messina's Ameriprise Financial Advisors Experience May 2008 - August 2008
Job Assistant Director, Research and Prospect Management at The Florida State University Foundation
Industry Philanthropy
Experience
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

Michelle Wilbur Michelle Wilbur Sacramento, California Area Details
Michelle Wilbur's Ameriprise Financial Advisors Experience March 2009 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   March 2009 - Present
Merrill Lynch  1996 - 2009

Education
California State University-Sacramento
BA, Economics

Faith Martin Faith Martin Leesburg, Florida Details
Faith Martin's Ameriprise Financial Advisors Experience March 2000 - February 2002
Job Retired Financial Consultant
Industry Financial Services
Experience
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

Brian Emery, CFP®, ChFC®, CLU® Brian Emery, CFP®, ChFC®, CLU® Point Lookout, New York Details
Brian Emery, CFP®, ChFC®, CLU®'s Ameriprise Financial Advisors Experience September 1999 - Present
Job Managing Director at Emery & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Robert Titelman Robert Titelman Baltimore, Maryland Area Details
Robert Titelman's Ameriprise Financial Advisors Experience February 2003 - October 2005
Job Account Manager at Skylight Creative Ideas
Industry Marketing and Advertising
Experience
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

Wes Gardner Wes Gardner Greater Boston Area Details
Wes Gardner's Ameriprise Financial Advisors Experience August 2006 - December 2006
Job Senior Analyst/ Associate Change Management at Brown Brothers Harriman
Industry Financial Services
Experience
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

David Dryden, CFP, ChFC, MS David Dryden, CFP, ChFC, MS Dallas/Fort Worth Area Details
David Dryden, CFP, ChFC, MS's Ameriprise Financial Advisors Experience January 1992 - May 2010
Job Founder and Managing Partner, Insight Wealth Partners, LLC
Industry Investment Management
Experience
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

Jeffrey Hochstein, DDS, CFP Jeffrey Hochstein, DDS, CFP Greater New York City Area Details
Jeffrey Hochstein, DDS, CFP's Ameriprise Financial Advisors Experience January 2004 - June 2005
Job DDS, CFP
Industry Financial Services
Experience
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

Michael Crough CLU® Michael Crough CLU® Springfield, Massachusetts Area Details
Michael Crough CLU®'s Ameriprise Financial Advisors Experience October 2006 - June 2007
Job Business Analysis Director at MassMutual Financial Group
Industry Investment Banking
Experience
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

Aaron Wu Aaron Wu San Francisco Bay Area Details
Aaron Wu's Ameriprise Financial Advisors Experience August 2007 - December 2007
Job Administrative Analyst at Department of Public Works
Industry Government Administration
Experience
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

Jason Neault Jason Neault Greater Boston Area Details
Jason Neault's Ameriprise Financial Advisors Experience July 2004 - October 2005
Job Senior Analyst at NEPC
Industry Financial Services
Experience
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

Benjamin Twynham Benjamin Twynham Columbus, Ohio Area Details
Benjamin Twynham's Ameriprise Financial Advisors Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   2007 - Present
Verizon Wireless  September 1999 - May 2007

Education
Ohio Dominican University   2004 — 2007

Capital University - School of Management   1999 — 2001

Chris Lieber Chris Lieber West Palm Beach, Florida Area Details
Chris Lieber's Ameriprise Financial Advisors Experience September 2005 - August 2006
Job Director, Data Management at Hickory Global Partners
Industry Consumer Goods
Experience
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

Herb Farrington Herb Farrington Orange County, California Area Details
Herb Farrington's Ameriprise Financial Advisors Experience March 2006 - March 2007
Job CFP, E.A.
Industry Financial Services
Experience
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

Martha Witte Martha Witte Greater New York City Area Details
Martha Witte's Ameriprise Financial Advisors Experience September 1991 - December 1992
Job Director and Loan Originator
Industry Banking
Experience
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

Jennifer Schroeder Jennifer Schroeder Chicago, Illinois Details
Jennifer Schroeder's Ameriprise Financial Advisors Experience 2005 - 2007
Job Senior Account Executive at Harbor Capital Advisors
Industry Financial Services
Experience
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

Scott Hackbarth Scott Hackbarth Greater Minneapolis-St. Paul Area Details
Scott Hackbarth's Ameriprise Financial Advisors Experience March 2007 - December 2007
Job IT Consultant and Owner of 1080 IT
Industry Information Technology and Services
Experience
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

Ravshan Yakubov, MBA, CPA, CA, CPA (Minnesota) Ravshan Yakubov, MBA, CPA, CA, CPA (Minnesota) Ottawa, Canada Area Details
Ravshan Yakubov, MBA, CPA, CA, CPA (Minnesota)'s Ameriprise Financial Advisors Experience December 2005 - May 2007
Job Financial Accounting Manager at Ottawa Sports and Entertainment Group (OSEG)
Industry Accounting
Experience
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

David Satterwhite David Satterwhite Cincinnati Area Details
David Satterwhite's Ameriprise Financial Advisors Experience April 2004 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   April 2004 - Present

Education
Wilmington College   2000 — 2003
BS, Business Admin

Università degli Studi di Macerata   2002 — 2002

Patty Skroch Patty Skroch Greater Minneapolis-St. Paul Area Details
Patty Skroch's Ameriprise Financial Advisors Experience 1986 - 2008
Job Vice President at Ameriprise
Industry Financial Services
Experience
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

Susan (Bedoch) Staffeld Susan (Bedoch) Staffeld Cleveland/Akron, Ohio Area Details
Susan (Bedoch) Staffeld's Ameriprise Financial Advisors Experience July 2000 - April 2004
Job Wealth Management and Trust at Lorain National Bank
Industry Financial Services
Experience
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

Heather Ingram Heather Ingram Greater Minneapolis-St. Paul Area Details
Heather Ingram's Ameriprise Financial Advisors Experience September 1998 - January 2001
Job Quality Assurance Andersen Corporation
Industry Building Materials
Experience
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

Terry Plaid Terry Plaid Greater Minneapolis-St. Paul Area Details
Terry Plaid's Ameriprise Financial Advisors Experience April 1990 - Present
Job Technology Analyst at Ameriprise Financial Advisors
Industry Computer Software
Experience
Ameriprise Financial Advisors   April 1990 - Present
Ameriprise/Service Management   1990 - Present

Education
Des Moines Area Community College   1982 — 1984

Adriene Brown Adriene Brown Washington D.C. Metro Area Details
Adriene Brown's Ameriprise Financial Advisors Experience 1993 - 1996
Job Human Resources Specialist
Industry Human Resources
Experience
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

Clarie Kent Clarie Kent Greater Chicago Area Details
Clarie Kent's Ameriprise Financial Advisors Experience May 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Walter L Russell Walter L Russell New Albany, Ohio Details
Walter L Russell's Ameriprise Financial Advisors Experience October 2008 - August 2011
Job at
Industry Investment Management
Experience
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

Eva Heenan Eva Heenan Greater Boston Area Details
Eva Heenan's Ameriprise Financial Advisors Experience February 2010 - October 2012
Job Graduate Student
Industry Medical Practice
Experience
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

Bryce Carlson, CPA Bryce Carlson, CPA Vienna, Virginia Details
Bryce Carlson, CPA's Ameriprise Financial Advisors Experience June 2008 - May 2012
Job Senior Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
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

Lonnie Larson Lonnie Larson Rogers, Arkansas Details
Lonnie Larson's Ameriprise Financial Advisors Experience January 1979 - January 1981
Job Real Estate
Industry Real Estate
Experience
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

Vanya Boardman Vanya Boardman Greater San Diego Area Details
Vanya Boardman's Ameriprise Financial Advisors Experience July 2005 - June 2007
Job Facilities Manager at GreatCall, Inc.
Industry Telecommunications
Experience
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

Judith Moffitt Judith Moffitt Greater Los Angeles Area Details
Judith Moffitt's Ameriprise Financial Advisors Experience November 2003 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   November 2003 - Present

Education
California State Polytechnic University-Pomona
Bachelor's degree, Finance, Real Estate & Law

Brian Krieger Brian Krieger Greater New York City Area Details
Brian Krieger's Ameriprise Financial Advisors Experience 2006 - 2010
Job Engineering Technician at Vidaris, Inc.
Industry Civil Engineering
Experience
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

Keith McKelvey Keith McKelvey Chattanooga, Tennessee Details
Keith McKelvey's Ameriprise Financial Advisors Experience September 2007 - March 2010
Job Manager at Schnitzer Steel Chattanooga
Industry Mining & Metals
Experience
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

Ed Marshall CFP®, CFS Ed Marshall CFP®, CFS Greater Boston Area Details
Ed Marshall CFP®, CFS's Ameriprise Financial Advisors Experience September 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Advisors   September 2003 - Present

Education
Stonehill College   1999 — 2003
B.S., Finance

Boston Latin School   1993 — 1999

Peter Slattery, CAIA, ChFC Peter Slattery, CAIA, ChFC Greater Minneapolis-St. Paul Area Details
Peter Slattery, CAIA, ChFC's Ameriprise Financial Advisors Experience April 1994 - April 2004
Job Managing Director at Allianz Global Investors
Industry Investment Management
Experience
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

Lisa Goblirsch Lisa Goblirsch Greater Minneapolis-St. Paul Area Details
Lisa Goblirsch's Ameriprise Financial Advisors Experience February 2010 - Present
Job Senior Business Analyst at Ameriprise Financial Advisors
Industry Information Technology and Services
Experience
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

Izumi Mason Izumi Mason Greater New York City Area Details
Izumi Mason's Ameriprise Financial Advisors Experience May 2004 - November 2005
Job Investment Management Professional
Industry Investment Management
Experience
BlackRock  June 2008 - Present
Ameriprise Financial Advisors   May 2004 - November 2005
Panasonic  September 2000 - October 2003
Redac   June 1999 - September 2000

Education
Western Michigan University   1993 — 1994
MA, Education

Chiba University   1989 — 1993
BA, Education

Walter Sims Walter Sims Charlotte, North Carolina Area Details
Walter Sims's Ameriprise Financial Advisors Experience May 2008 - April 2009
Job Registered Representative
Industry Financial Services
Experience
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

Jason West, MBA Jason West, MBA Sacramento, California Area Details
Jason West, MBA's Ameriprise Financial Advisors Experience May 2008 - August 2008
Job Senior Financial Analyst
Industry Insurance
Experience
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

Jason Largey Jason Largey Greater Salt Lake City Area Details
Jason Largey's Ameriprise Financial Advisors Experience November 2004 - December 2008
Job Computer Scientist at United States Air Force
Industry Defense & Space
Experience
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

Douglas Horner Douglas Horner Tampa, Florida Details
Douglas Horner's Ameriprise Financial Advisors Experience August 2001 - June 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Martin Atanassov Martin Atanassov Greater Philadelphia Area Details
Martin Atanassov's Ameriprise Financial Advisors Experience 2008 - 2009
Job CoFounder and CEO at Ethnic Media Alliance
Industry Broadcast Media
Experience
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

Ann Foreman Schwartz Ann Foreman Schwartz Greater New York City Area Details
Ann Foreman Schwartz's Ameriprise Financial Advisors Experience September 2004 - Present
Job Administrative Assistant at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Kristopher Olsen Kristopher Olsen Greater Minneapolis-St. Paul Area Details
Kristopher Olsen's Ameriprise Financial Advisors Experience January 2007 - June 2007
Job Network Infrastructure Technician
Industry Information Technology and Services
Experience
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

Carol Liddy Carol Liddy Tampa/St. Petersburg, Florida Area Details
Carol Liddy's Ameriprise Financial Advisors Experience 2004 - 2008
Job Experienced Project Manager & Business Analyst
Industry Information Technology and Services
Experience
Ameriprise Financial Advisors   2004 - 2008
Verizon  1994 - 2001
Various  1991 - 1994
On-Line Software  1983 - 1991

Education
Cornell University
BA, History

Alfred Osbourne, CFP, CPA, MBA, CRPC, CLU Alfred Osbourne, CFP, CPA, MBA, CRPC, CLU East Meadow, New York Details
Alfred Osbourne, CFP, CPA, MBA, CRPC, CLU's Ameriprise Financial Advisors Experience 1987 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Bill Tsoulos MBA Bill Tsoulos MBA Chicago, Illinois Details
Bill Tsoulos MBA's Ameriprise Financial Advisors Experience September 2006 - March 2011
Job Sr. Regional Sales Facilitator at MetLife
Industry Financial Services
Experience
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

Jeanne Preston Jeanne Preston Greater Minneapolis-St. Paul Area Details
Jeanne Preston's Ameriprise Financial Advisors Experience February 2002 - March 2006
Job Paraplanner/Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Eric M. Larson Eric M. Larson Greater Chicago Area Details
Eric M. Larson's Ameriprise Financial Advisors Experience October 1997 - Present
Job Owner, Eric M. Larson & Assoc. at Ameriprise Financial Services Inc.
Industry Investment Management
Experience
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

Kerry Kennedy Kerry Kennedy Greater Minneapolis-St. Paul Area Details
Kerry Kennedy's Ameriprise Financial Advisors Experience July 2007 - Present
Job Training Consultant & Sales Coach at Ameriprise Financial Advisors
Industry Financial Services
Experience
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

Ricardo Baptiste, CFP® Ricardo Baptiste, CFP® Miami/Fort Lauderdale Area Details
Ricardo Baptiste, CFP®'s Ameriprise Financial Advisors Experience 2001 - 2005
Job CERTIFIED FINANCIAL PLANNER practitioner
Industry Financial Services
Experience
Ameriprise Financial  2005 - Present
Ameriprise Financial Advisors   2001 - 2005
Ameriprise Financial  1997 - 2001

Education
Florida Atlantic University   1993 — 1995
Bachelor of Science, Finance

Marci Shinabery Marci Shinabery Washington D.C. Metro Area Details
Marci Shinabery's Ameriprise Financial Advisors Experience October 2001 - August 2009
Job Berryville Dog Walker
Industry Consumer Services
Experience
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

Greg Pelletier, CFP®, CLU, CHFC Greg Pelletier, CFP®, CLU, CHFC Charlotte, North Carolina Details
Greg Pelletier, CFP®, CLU, CHFC's Ameriprise Financial Advisors Experience June 2003 - May 2006
Job Insurance Territory Manager at LPL Financial
Industry Insurance
Experience
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

Beti (Ajam) Cohen Beti (Ajam) Cohen Greater New York City Area Details
Beti (Ajam) Cohen's Ameriprise Financial Advisors Experience October 2006 - December 2009
Job Registered Representative at Transamerica Financial
Industry Financial Services
Experience
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

Stephanie Boland Stephanie Boland United States Details
Stephanie Boland's Ameriprise Financial Advisors Experience August 2007 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 2007 - Present

Education
Drexel University   2007 — 2008
MBA, Investment Management

Drexel University   2003 — 2007
BS, Finance

Sharon Lehr Sharon Lehr Greater Salt Lake City Area Details
Sharon Lehr's Ameriprise Financial Advisors Experience January 1999 - December 2007
Job Clinical Nurse Liaison at University of Utah Hospitals and Clinics
Industry Hospital & Health Care
Experience
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

Dan Aragon Dan Aragon Greater Minneapolis-St. Paul Area Details
Dan Aragon's Ameriprise Financial Advisors Experience January 2010 - March 2012
Job IT Manager and Process Architect
Industry Information Technology and Services
Experience
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

Nicholas Gustin Nicholas Gustin Greater Boston Area Details
Nicholas Gustin's Ameriprise Financial Advisors Experience August 2009 - December 2009
Job Student at Bentley University
Industry
Experience
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

Meredith (McCormack) Pallone Meredith (McCormack) Pallone United States Details
Meredith (McCormack) Pallone's Ameriprise Financial Advisors Experience April 2005 - April 2009
Job Research Associate at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Bronia Sullivan Bronia Sullivan Greater Los Angeles Area Details
Bronia Sullivan's Ameriprise Financial Advisors Experience 1997 - 2009
Job Instructor at Boston Center for Adult Education
Industry Financial Services
Experience
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

Dianne Rhee Dianne Rhee Washington D.C. Metro Area Details
Dianne Rhee's Ameriprise Financial Advisors Experience February 2009 - April 2009
Job Store Manager at Vince.
Industry Luxury Goods & Jewelry
Experience
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

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