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
Nick Styczen Nick Styczen Chicago, Illinois Details
Nick Styczen's Ameriprise Financial Advisors Experience November 2006 - March 2011
Job Branch Director/Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  April 2011 - Present
Ameriprise Financial Advisors   November 2006 - March 2011
Citicorp Trust Bank  2003 - 2005
Canon Business Solutions  2000 - 2002

Skills
Investments, Financial Advisory, Securities, Finance, FINRA, Retirement Planning, Insurance, Series 7, Wealth Management, Financial Planning

Education
Murray State University   1995 — 2000
B.S., Business Administration

Glenbard West   1991 — 1995

Greg Barth Greg Barth Greater Minneapolis-St. Paul Area Details
Greg Barth's Ameriprise Financial Advisors Experience September 1996 - May 1998
Job Finding Purpose Outside Of Your Comfort Zone
Industry Information Technology and Services
Experience
The Life Of Now Podcast   April 2014 - Present
Team Beachbody  2010 - Present
InterDyn BMI  June 2000 - Present
American Express Financial Advisors  May 1998 - June 2000
Ameriprise Financial Advisors   September 1996 - May 1998
US Bank  May 1996 - September 1996

Skills
Business Analysis, Managed Services, Strategy, SharePoint, Time Management, Networking, Microsoft Dynamics, Windows, Sales, Microsoft CRM, Technical Support, Information Technology, VMware, Microsoft SQL Server, Public Speaking, Business Intelligence, Process Improvement, Professional Services, Virtualization, Integration, Team Leadership, Management, Customer Service

Education
Dakota County Technical College   1999 — 1999
MCSE, Customized Microsoft training

Minnesota State University, Moorhead   1990 — 1994
BS, Business Administration

Adam Christy, ChFC® Adam Christy, ChFC® Des Moines, Iowa Area Details
Adam Christy, ChFC®'s Ameriprise Financial Advisors Experience May 2004 - April 2005
Job Regional Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  May 2015 - Present
Principal Financial Group  October 2007 - April 2015
Principal Financial Group  September 2006 - October 2007
Principal Financial Group  April 2005 - September 2006
Ameriprise Financial Advisors   May 2004 - April 2005

Skills
Fixed Annuities, Series 7, Mutual Funds, Insurance, Investments, 401k, Leadership, Financial Advisory, Uniform Combined State..., Retirement, Strategic Financial..., Wholesale, Series 6, Life Insurance, Employee Benefits, Annuities, Series 66, Wholesaling, Financial Planning

Education
Simpson College   2000 — 2004
Bachelor's, Marketing

Ottumwa High School   1996 — 2000

Patrick Bowers Patrick Bowers Indianapolis, Indiana Area Details
Patrick Bowers's Ameriprise Financial Advisors Experience January 2007 - February 2008
Job Mortgage Loan Originator with Hallmark Home Mortgage
Industry Financial Services
Experience
Hallmark Home Mortgage  May 2012 - Present
Amera Mortgage Corp   October 2005 - May 2012
Ameriprise Financial Advisors   January 2007 - February 2008
Century 21 Scheetz  August 2004 - October 2007

Education
Indiana University Bloomington   2000 — 2004
B.s., Business, Psychology

Indiana University - Kelley School of Business
MBA, Finance

Alex Rosen Alex Rosen Washington, District Of Columbia Details
Alex Rosen's Ameriprise Financial Advisors Experience September 2006 - June 2007
Job International Trade Analyst
Industry International Trade and Development
Experience
Department of Commerce ITA   August 2015 - Present
AR Consultancy   January 2013 - August 2015
Johns Hopkins SAIS  March 2012 - December 2012
Fundacion Pensar   May 2011 - August 2011
Veritas Wealth Advisors, LLC   July 2007 - September 2010
US Census Bureau  April 2010 - July 2010
Ameriprise Financial Advisors   September 2006 - June 2007
All City Leadership Academy   November 2003 - June 2006
Israeli National Track and Field team   September 1997 - October 2000

Skills
Financial Modeling, Economics, Emerging Markets, Macroeconomics, Series 7, Retirement Planning, Corporate Finance, Risk Management, Wealth Management, Investments, Project Finance, International Relations, Project Management, Public Policy, Finance, International Economics, Politics, Latin America, Stata, Political Risk Analysis, Government, Foreign Policy, International..., Diplomacy

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   2010 — 2012
Master of Arts (MA), International Relations

George Mason University
Bachelor of Arts (B.A.), English Language and Literature, General

Daniel Sanford Daniel Sanford Charlotte, North Carolina Area Details
Daniel Sanford's Ameriprise Financial Advisors Experience January 2006 - May 2006
Job Management Consultant
Industry Management Consulting
Experience
The North Highland Company  December 2013 - Present
KPMG  June 2007 - November 2013
Caterpillar Logistics  May 2006 - August 2006
Ameriprise Financial Advisors   January 2006 - May 2006

Skills
Business Process..., Strategy, Management Consulting, Risk Management, Process Improvement, Sarbanes-Oxley Act, Business Strategy, Business Process, Management, Project Management, Integration, Product Management, Internal Controls, Business Transformation, Business Analysis, Pricing Strategy, Strategic Planning, Leadership

Education
North Carolina State University   2003 — 2007
B.S., Business Management; Finance and Supply Chain Management/Operations.

Bruce Coldsmith, MBA, CFP®, CRPS™ Bruce Coldsmith, MBA, CFP®, CRPS™ Mobile, Alabama Area Details
Bruce Coldsmith, MBA, CFP®, CRPS™'s Ameriprise Financial Advisors Experience 1992 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Advisors   1992 - Present
Human Performance Systems   January 1989 - September 1992
University of South Alabama  September 1987 - August 1992
Blue Ridge Running- The Camp   August 1985 - August 1992
Woodbridge HS   September 1984 - June 1985
T.C.Williams   September 1980 - May 1984

Education
James Madison University - College of Business   1985 — 1987
MBA

The University of Kansas   1975 — 1979
Bachelor of Science, Biology

Todd Larson, CFP®, CRPC®, CFS®, APMA Todd Larson, CFP®, CRPC®, CFS®, APMA Fort Wayne, Indiana Area Details
Todd Larson, CFP®, CRPC®, CFS®, APMA's Ameriprise Financial Advisors Experience December 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors   December 1997 - Present

Education
Purdue University   1990 — 1995
OLS

Michael Hancock, JD, CFP® Michael Hancock, JD, CFP® Charlottesville, Virginia Area Details
Michael Hancock, JD, CFP®'s Ameriprise Financial Advisors Experience 1992 - Present
Job Private Wealth Advisor at Hancock Financial Group, a private wealth advisory practice of Ameriprise Financial Services,
Industry Financial Services
Experience
Ameriprise Financial Advisors   1992 - Present
E. Bruce Harrison and Co.   May 1988 - April 1991

Education
George Mason University School of Law   1983 — 1987
JD, Law

Virginia Commonwealth University   1979 — 1982
BS, Administration of Justice and Public Safety

William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP Greater Philadelphia Area Details
William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP's Ameriprise Financial Advisors Experience 1995 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   1999 - Present
Ameriprise Financial Advisors   1995 - Present
Ameriprise Financial Services, Inc.   1997 - 2000
Ameriprise Financial Services, Inc.   1995 - 1999

Education
La Salle University   1986 — 1989
B.S.B., Finance & Marketing

CFP® , Washington, DC

CLU® , American College, Bryn Mawr, PA

ChFC®, American College, Bryn Mawr, PA

Bruce Parmenter Jr. Bruce Parmenter Jr. Greater Detroit Area Details
Bruce Parmenter Jr.'s Ameriprise Financial Advisors Experience June 2010 - Present
Job Financial Advisor at CLEAR HORIZON WEALTH ADVISORS an Ameriprise Private Wealth Advisory Practice
Industry Investment Management
Experience
Ameriprise Financial Advisors   June 2010 - Present
Southgate Rotary   August 2011 - 2011
Southgate Rotary   2011 - 2011
Merrill Lynch  March 2008 - June 2010
Edward Jones  September 2006 - March 2009
Trenton Rotary   2006 - 2007
United States Marine Corps  August 1986 - August 1990

Education
Schoolcraft College   1986 — 1990
Criminal Justice

Novi High School   1981 — 1990
Drafting, Accounting, Business Law

McKee elementary and Marshall Junior high

Melissa Hays Melissa Hays Greater New York City Area Details
Melissa Hays's Ameriprise Financial Advisors Experience December 2006 - May 2007
Job Manager at TD
Industry Banking
Experience
TD  March 2013 - Present
TD Bank  November 2010 - April 2013
TD Bank  May 2009 - November 2010
TD Bank  May 2007 - May 2009
Ameriprise Financial Advisors   December 2006 - May 2007

Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Mortgage Lending, Relationship Management, Retail Banking, Small Business Lending, Loan Origination, Lines Of Credit, Cash Management, Financial Analysis, Portfolio Management

Education
Providence College   2002 — 2006
BS, Business Management & Finance

Octavia Serpa Octavia Serpa Greater Boston Area Details
Octavia Serpa's Ameriprise Financial Advisors Experience September 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Advisors   September 1991 - Present

Education
Stonehill College   1987 — 1990
BS, Business Administration

Massasoit Community College   1980 — 1987
Associate's degree, Business Administration

Christopher J. McGarvey, CFP®, CRPC® Christopher J. McGarvey, CFP®, CRPC® Baltimore, Maryland Area Details
Christopher J. McGarvey, CFP®, CRPC®'s Ameriprise Financial Advisors Experience January 2005 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   January 2005 - Present
Ameriprise Financial  June 2006 - October 2006

Education
Frostburg State University   2000 — 2004
Bachelors, Business Administration with a concentration on Finance

Waynesburg University   1999 — 2000
NA, Pre-physical therapy

Heath Greenwell, CFP® Heath Greenwell, CFP® Owensboro, Kentucky Area Details
Heath Greenwell, CFP®'s Ameriprise Financial Advisors Experience August 2001 - Present
Job Financial AdvisorAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 2001 - Present

Education
Kentucky Wesleyan College   1997 — 2001
Bachelor, Business Administration

Union County High School   1993 — 1997

Michelle Teeters Michelle Teeters Wausau, Wisconsin Details
Michelle Teeters's Ameriprise Financial Advisors Experience January 1998 - October 2005
Job Operations Manager at WoodTrust Investment Services
Industry Financial Services
Experience
WoodTrust Investment Services   December 2012 - Present
River Valley Investment Services   April 2011 - December 2012
Mid-Wisconsin Wealth Management   April 2007 - March 2011
Naterra Land  October 2005 - March 2007
Ameriprise Financial Advisors   January 1998 - October 2005

Skills
Customer Service, Series 7, Series 63, Series 24, Series 51, Insurance Background, Options, Financial Planners, Consumer Lending, Strategic Financial..., Finance, Securities, Financial Advisory, Financial Services, Banking, Portfolio Management

Education
Franklin University   2008 — 2011
Bachelor, Financial Management, Summa Cum Laude

Park Falls High School
Diploma

Wisconsin Indianhead Technical College
Associate, Computer Information Systems-Microcomputer Specialist

Jason Hanson, MBA Jason Hanson, MBA Lakeville, Minnesota Details
Jason Hanson, MBA's Ameriprise Financial Advisors Experience July 2004 - November 2005
Job Inside Sales Operations Manager at Thomson Reuters
Industry Publishing
Experience
Thomson Reuters  January 2014 - Present
MN Excel Consulting   August 2007 - Present
Thomson Reuters  January 2012 - January 2014
United Healthcare  February 2011 - January 2012
Best Vendors  June 2010 - February 2011
Ameriprise Financial Services, Inc.   April 2009 - June 2010
Ameriprise Financial  August 2007 - March 2009
Ameriprise Financial  January 2007 - March 2009
Ameriprise Financial  November 2005 - January 2007
Ameriprise Financial Advisors   July 2004 - November 2005

Skills
MS Office Suite, Access, Market Analysis, Services Marketing, Analytics, Financial Analysis, Business Analysis, Web 2.0, PeopleSoft CRM, Salesforce.com, Marketing Strategy, Strategy Development, Strategic Planning, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Predictive Analytics, Big Data, R, Unica, Business Objects, SQL, Direct Marketing, Microsoft Office, Program Management, Business Intelligence, Forecasting, Leadership, Marketing, Financial Modeling, Change Management, Entrepreneurship, Sales, Business Process, Finance, Analysis, Consulting, Data Analysis, CRM, Competitive Analysis, Coaching, Strategy, Management, Project Management, Process Improvement, Online Marketing, Cross-functional Team..., Business Development, Account Management

Education
University of Saint Thomas - School of Business   2006 — 2008
MBA, Marketing, Entrepreneurship

Metropolitan State University   2001 — 2004
BA, Finance, Economics, Marketing

Anna Leahy Anna Leahy Greater Minneapolis-St. Paul Area Details
Anna Leahy's Ameriprise Financial Advisors Experience October 1999 - April 2007
Job Lead Security Operations Service Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Anna Leahy   April 2007 - Present
Anna Leahy   April 2007 - Present
Wells Fargo  November 2012 - March 2014
Wells Fargo Home Mortgage  April 2012 - November 2012
Wells Fargo Home Mortgage  July 2011 - April 2012
Wells Fargo  May 2010 - January 2011
Hennepin County Library  January 2009 - June 2010
Ameriprise Financial Advisors   October 1999 - April 2007

Skills
Process Improvement, Documentation, Retirement Services, Reconciliation, Microsoft Office, SEI, LPS, Loan Documentation, Ubuntu, Writing Skills, Editing, Operations Research, Online Research, Procedure Creation, HTML, Abstract Paintings, Visual Arts, Design, DTC, Loans, Software Documentation, Art, Access, Microsoft Excel, Account Reconciliation, Retirement, Financial Services, Management

Education
University of Minnesota-Twin Cities   1993 — 1998
N/A, Archaeology, Art

Macalester College   1986 — 1990
B.A., Psychology

Byron Gega Byron Gega Portland, Oregon Area Details
Byron Gega's Ameriprise Financial Advisors Experience January 2000 - October 2006
Job Franchise Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Ameriprise Financial  June 2010 - Present
Ameriprise Financial  December 2008 - June 2010
Ameriprise Financial  October 2006 - December 2008
Ameriprise Financial Advisors   January 2000 - October 2006

Education
Portland State University   1992 — 1997
BA, History

Jake Marxen Jake Marxen Greater Minneapolis-St. Paul Area Details
Jake Marxen's Ameriprise Financial Advisors Experience 2005 - March 2010
Job National Sales Manager at Allianz Life
Industry Financial Services
Experience
Allianz Life  April 2015 - Present
Allianz Life  March 2010 - Present
Ameriprise Financial Advisors   2005 - March 2010
American Express  January 2000 - October 2005
Quik Pages/ Innuity   March 1997 - January 2000

Skills
Business Development, Marketing Strategy, Lead Generation, Leadership, Marketing, Strategic Planning, Vendor Management, Management, Business Planning, Sales, Program Management, Contract Negotiation, Training, Market Planning, Team Management, Analysis, Cross-functional Team..., Market Analysis, Strategy, Executive Management, Mergers & Acquisitions, Sales Management, CRM, Competitive Analysis, Relationship Management

Education
University of Minnesota - Carlson School of Management   2006 — 2008
MBA, General Management

Loras College   1990 — 1994
Bachelor of Arts, HIstory

Jake Wedemeyer, CFP®, CRPC®, CRPS® Jake Wedemeyer, CFP®, CRPC®, CRPS® Greater Atlanta Area Details
Jake Wedemeyer, CFP®, CRPC®, CRPS®'s Ameriprise Financial Advisors Experience July 2003 - August 2006
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2012 - Present
Focus Financial Network, Inc.   August 2006 - August 2012
Ameriprise Financial Advisors   July 2003 - August 2006

Skills
Uniform Combined State..., Series 63, Finance

Education
Minnesota State University, Mankato   1998 — 2003
Bachelor of Science, Business Management

Hopkins High   1996 — 1998
High School

Hondros College

Cyndi Magner, CRPC® Cyndi Magner, CRPC® Greater Boston Area Details
Cyndi Magner, CRPC®'s Ameriprise Financial Advisors Experience 2003 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   2003 - Present
Scudder Investments  1997 - 2002
Scudder Investments  1992 - 1997

Education
Radford University   1986 — 1990
BBA, Business Management

Bob Machado Bob Machado Rancho Mirage, California Details
Bob Machado's Ameriprise Financial Advisors Experience June 2005 - February 2006
Job Owner / CFP(R) FeeOnly Financial Planner
Industry Financial Services
Experience
Desert Business Association   May 2010 - Present
Compass Rose Financial Planning   March 2007 - Present
San Diego NAPFA Study Group   June 2009 - June 2012
Palm Springs Business Network   2010 - 2011
Golden Rainbow Senior Center   2007 - 2010
Desert Estate Planning Council   2006 - 2010
Yerba Buena Financial Partners, LLC  February 2006 - June 2006
Ameriprise Financial Advisors   June 2005 - February 2006
Intel Corporation  January 1991 - March 2004
Micro Mask, Inc   1978 - 1980

Skills
Asset Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Insurance Planning, Estate Planning, Retirement Planning, 401k, Retirement, Wealth Management, Mutual Funds, Long Term Care, Portfolio Management, IRA's, Long-term Care, Financial Planners, Certified Financial..., Personal Finance, IRAs, Strategic Financial..., Investment Management

Education
Golden Gate University   2002 — 2006
MS, Financial Planning

Golden Gate University   1987 — 1991
MBA, High Technology Management

United States Military Academy at West Point   1969 — 1973
BS, Mechanical Engineering

Jeff Romans, CRPS® Jeff Romans, CRPS® Davenport, Iowa Area Details
Jeff Romans, CRPS®'s Ameriprise Financial Advisors Experience February 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Advisors   February 2010 - Present
Merrill Lynch  2008 - 2009
Monarch Financial Services, LLC   April 2004 - February 2008

Education
Iowa State University   2001 — 2004

Darren Forzese Darren Forzese Boca Raton, Florida Details
Darren Forzese's Ameriprise Financial Advisors Experience December 1998 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   December 1998 - Present

Education
Merrimack College   1989 — 1990
Management, Business

Michael J Masciopinto Michael J Masciopinto Greater Chicago Area Details
Michael J Masciopinto's Ameriprise Financial Advisors Experience 1988 - Present
Job Financial Advisor at Ameriprise Financial Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors   1988 - Present

Education
Saint Mary's University of Minnesota   1976 — 1980
BA, Criminal justice

Katie Howard Katie Howard Greenville, South Carolina Area Details
Katie Howard's Ameriprise Financial Advisors Experience September 2008 - May 2009
Job Senior Audit Associate for Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes PLLC  October 2010 - Present
Ameriprise Financial Advisors   September 2008 - May 2009
Exactly LLC   2007 - 2008

Skills
CPA, GAAP, Microsoft Excel, Accounting, Auditing, Financial Reporting, Financial Accounting, US GAAP

Education
North Carolina State University - College of Management   2005 — 2010
Masters, Accounting

Marisa Lazatin Marisa Lazatin Greater New York City Area Details
Marisa Lazatin's Ameriprise Financial Advisors Experience September 2005 - May 2006
Job Associate at Greensill Capital
Industry Capital Markets
Experience
Greensill Capital   January 2015 - Present
Booz Allen Hamilton  June 2013 - January 2015
Booz Allen Hamilton  June 2012 - June 2013
Georgetown University's McDonough School of Business  August 2010 - May 2012
Booz Allen Hamilton  April 2008 - August 2010
Corporate Executive Board  December 2007 - April 2008
Corporate Executive Board  August 2006 - December 2007
Ameriprise Financial Advisors   September 2005 - May 2006

Skills
Leadership, Strategic Planning, Risk Management, Strategy, Financial Modeling, Management, Training, Due Diligence, Business Process, Management Consulting, Consulting, Finance, Integration, Government

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA

University of Virginia   2002 — 2006
Bachelor of Arts, Economics and History

Kelly Just CRPC®, CEP® Kelly Just CRPC®, CEP® Dallas/Fort Worth Area Details
Kelly Just CRPC®, CEP®'s Ameriprise Financial Advisors Experience August 2002 - Present
Job Finacial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 2002 - Present

Education
Minnesota State University, Mankato   1999 — 2001
BA, Finance

Kyle Judd, CRPC Kyle Judd, CRPC Houston, Texas Area Details
Kyle Judd, CRPC's Ameriprise Financial Advisors Experience June 2006 - May 2010
Job Private Wealth Advisor at Sunbelt Securities
Industry Financial Services
Experience
Sunbelt Securities   April 2010 - Present
Ameriprise Financial Advisors   June 2006 - May 2010

Skills
Retirement Planning, Investments, Series 7, Estate Planning, Retirement, Finance, Financial Planners, Uniform Combined State..., Wealth, Wealth Accumulation, Portfolio Management, Securities, Financial Advisory, Insurance, Asset Allocation, Wealth Management, Saving for Education, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments

Education
Louisiana State University   2001 — 2005
Finance, BS

Adam Evenson, CFP® Adam Evenson, CFP® Greater Minneapolis-St. Paul Area Details
Adam Evenson, CFP®'s Ameriprise Financial Advisors Experience August 2003 - April 2004
Job Financial Consultant at Frandsen Investment Services & Investment Centers of America
Industry Financial Services
Experience
Frandsen Investment Services & Investment Centers of America   March 2007 - Present
Wells Fargo Investments  March 2005 - February 2007
Ameriprise Financial Advisors   August 2003 - April 2004

Skills
Investments, Finance, Strategic Financial..., Financial Analysis, Portfolio Management, Risk Management, Insurance, Retirement Planning, Fixed Annuities

Education
Minnesota State University, Mankato   1998 — 2003
BS, Finance

Alden Conger High School   1994 — 1997

AJ Boucher AJ Boucher Greater Boston Area Details
AJ Boucher's Ameriprise Financial Advisors Experience August 2004 - October 2005
Job Product Manager Salesforce.com at Staples
Industry Business Supplies and Equipment
Experience
Staples  March 2014 - Present
Staples  June 2010 - March 2014
Staples, Inc.   August 2009 - June 2010
American Realty Capital  April 2008 - March 2009
John Hancock  June 2007 - April 2008
Boston Capital  October 2005 - May 2007
Ameriprise Financial Advisors   August 2004 - October 2005

Skills
Sales, Marketing Strategy, Sales Operations, Management, Selling, Training, Customer Service, Public Speaking, Salesforce.com, Time Management, Sales Management, Account Management, Marketing, Cold Calling, New Business Development, Call Centers, Microsoft Office, Microsoft Excel, Direct Sales, Customer Satisfaction, Team Building, Strategic Planning, Contract Negotiation, Sales Process, Leadership, Retail, Forecasting, Sales Presentations, B2B, Strategy, Process Improvement, Cross-functional Team..., Business Development, Customer Retention, CRM, Project Management

Education
Salve Regina University   2000 — 2004
BS Marketing

ken iosso ken iosso Greater Minneapolis-St. Paul Area Details
ken iosso's Ameriprise Financial Advisors Experience January 1996 - December 2001
Job Commissioner Aide at Ramsey County
Industry Government Administration
Experience
Ramsey County  ChairSt. Paul Smart Trips2010 - Present
political campaigns  1990 - Present
St. Paul Labor Studies and Resource Center   1900 - 2008
Ameriprise Financial Advisors   January 1996 - December 2001
American Express  1996 - 2001
John Marty for Governor 1994 primary election campaign   1993 - 1994

Skills
Community Outreach, Non-profits, Public Speaking, Fundraising, Volunteer Management, Nonprofits, Community Development, Microsoft Office, Policy Analysis, Program Management, Policy, Research, Social Media, Media Relations, Grant Writing, Strategic Communications, Social Services, Editing, Event Planning, Government, Strategic Planning, Program Development, Public Policy, Qualitative Research, Grants, Political Campaigns, Public Relations, Program Evaluation, Community Organizing, Grassroots Organizing, Legislative Relations, Public Affairs, Politics, Proposal Writing, Economic Development, Leadership Development, Youth Development, Philanthropy, Local Government, Training

Education
Macalester College   1983 — 1987

New Providence high School   1979 — 1983

Brian S. Miller, CPA Brian S. Miller, CPA San Francisco Bay Area Details
Brian S. Miller, CPA's Ameriprise Financial Advisors Experience June 2006 - December 2006
Job Accounting Manager at OpenDNS
Industry Accounting
Experience
OpenDNS  November 2011 - Present
Johnston Gremaux & Rossi, LLP   August 2008 - December 2011
Ameriprise Financial Advisors   June 2006 - December 2006
AmeriCorps  2002 - 2002

Skills
Accounting, QuickBooks, Financial Reporting, Auditing, Tax, Microsoft Excel, Financial Analysis, Bookkeeping, Data Analysis, PowerPoint, Customer Service, General Ledger, Fixed Assets, GAAP, Financial Accounting, NetSuite, Revenue Recognition, Salesforce.com..., Sales Commission, Payroll, Forecasting, Bill.com, Paycycle, TelPay, Internal Controls, Tax Preparation, Account Reconciliation, Cash Flow, CPA, Income Tax, Corporate Tax, Cost Accounting, US GAAP, Budgets, Tax Accounting, Accounts Payable, Journal Entries

Education
Sonoma State University   2004 — 2007
BS, International Business Management

Santa Rosa Junior College   2001 — 2004
Associate of Science, General Sciences

Robert Linn Robert Linn Tulsa, Oklahoma Area Details
Robert Linn's Ameriprise Financial Advisors Experience 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors   1999 - Present

Education
Northeastern State University   1985 — 1990

Jon Hornbeck Jon Hornbeck Greater Detroit Area Details
Jon Hornbeck's Ameriprise Financial Advisors Experience September 2006 - November 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 2008 - Present
Ameriprise Financial Advisors   September 2006 - November 2008
Express  2001 - 2006
Quality Pontiac   March 1999 - June 2001

Education
Michigan State University   1991 — 1997
Interdisciplanary Studies in Social Science

Michigan State University   1991 — 1997

Deana Smythe Healy Deana Smythe Healy Greater Minneapolis-St. Paul Area Details
Deana Smythe Healy's Ameriprise Financial Advisors Experience 2006 - 2007
Job Experienced strategic thought leader
Industry Information Technology and Services
Experience
Vista Consulting Group  February 2014 - Present
Stevens Foster Financial Advisors  July 2011 - January 2014
Ameriprise Financial Services, Inc.   February 2011 - July 2011
Ameriprise Financial  2007 - February 2011
Ameriprise Financial Advisors   2006 - 2007
Ameriprise Financial  2005 - 2006
Ameriprise Financial  2002 - 2005
Ameriprise Financial  2001 - 2002
American Express Financial Advisors  1998 - 2001
Ameriprise Financial  1994 - 1998

Skills
Business Process, Strategic Planning, Program Management, Program Implementation, Operational Risk..., Analysis, Business Analysis, Change Management, Business Strategy, Management, Recruiting, Sales Operations, Project Planning, Talent Management, Leadership, Business Development, Training, Consulting, Vendor Management, IT Strategy, Process Improvement, PMO

Education
Princeton University   1990 — 1992
M.A.

Wellesley College   1986 — 1990
BA

Charlotte Alderton Charlotte Alderton Greater Seattle Area Details
Charlotte Alderton's Ameriprise Financial Advisors Experience April 2008 - December 2008
Job Seasoned Marketing and Operations Professional
Industry Marketing and Advertising
Experience
Ameriprise Financial Advisors   April 2008 - December 2008
PNTA  November 2005 - June 2007
Burgess Enterprises   July 2001 - November 2005
ICOM America, Inc.   July 1993 - August 1999
ICOM, LaserDirect, Hostar International   June 1992 - July 1993
Gulf American Financial Services   February 1990 - June 1991
Egghead Discount Software  May 1988 - May 1989
Thousand Trails  April 1983 - May 1988

Skills
Program Management, Marketing, Leadership, Forecasting, Sales, Account Management, Operations Management, Project Management, Management, Customer Service, Budgets, Sales Management, Team Building, Advertising

Education
Seattle Pacific University
BA, Business Administration and Economics w/emphasis in Accounting

Jim Lund, CFP, MBA Jim Lund, CFP, MBA Greater Minneapolis-St. Paul Area Details
Jim Lund, CFP, MBA's Ameriprise Financial Advisors Experience August 1986 - December 2010
Job Partner at NorthRock Partners
Industry Financial Services
Experience
NorthRock Partners  August 2008 - Present
NorthRock Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.   December 2010 - October 2013
Ameriprise Financial  August 1986 - October 2013
Ameriprise Financial Advisors   August 1986 - December 2010
American Express Financial Advisors  1986 - 2007

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Services, Wealth, Asset Management, Strategic Planning, Insurance, Finance, Small Business, Wealth Management..., Risk Management, Investment Management, Tax

Education
Minnesota State University, Mankato   1985 — 1986
Master of Business Administration (MBA), Marketing/Management

Minnesota State University, Mankato   1981 — 1985
Bachelor of Science (BS), Major: Biology; Minors: Chemistry and Business Administration

Jeffrey J. Scarangella, MBA Jeffrey J. Scarangella, MBA Altoona, Pennsylvania Area Details
Jeffrey J. Scarangella, MBA's Ameriprise Financial Advisors Experience January 2006 - November 2009
Job Financial Advisor
Industry Financial Services
Experience
American Airlines  September 1988 - Present
Ameriprise Financial Advisors   January 2006 - November 2009
Saint Francis University  2003 - 2005
PA Department of Labor & Industry  September 2002 - February 2003
United States Air Force  September 1984 - September 1990
WFBG (Currently WFGY/Froggy 98)   April 1988 - September 1988

Skills
Training, Time Management, Staff Development, Small Business, Sales, Recruiting, Program Management, Nonprofits, Accounting, Community Outreach, Finance, Interviews, Investments, Leadership, Marketing, Advertising, Airlines, Analysis, Aviation, Budgets, Coaching, Customer Service, Employee Benefits, Healthcare, Human Resources, Insurance, Leadership Development, Management, Market Research, Marketing Strategy, Project Planning, Public Speaking, Strategic Planning, Team Building, Team Leadership

Education
St. Francis University   2004 — 2005
M.B.A., Business Administration

Penn State University   1992 — 1996
B.A., Psychology (Minor:Business)

Roosevelt Junior High School

Eric Zimmerman CRPC®, CLTC Eric Zimmerman CRPC®, CLTC Greater Detroit Area Details
Eric Zimmerman CRPC®, CLTC's Ameriprise Financial Advisors Experience 2005 - Present
Job Financial Advisor, Associate Vice President, An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Advisors   2005 - Present
Ameriprise Financial Advisors   October 2002 - April 2005
American Express  December 1998 - 2005
Vector Marketing  August 1996 - August 1998

Education
Michigan State University   1988 — 1993
Bachelor of Science, Applied Engineering Sciences

Benjamin Sprague Benjamin Sprague Bangor, Maine Area Details
Benjamin Sprague's Ameriprise Financial Advisors Experience March 2009 - January 2012
Job City Councilor at Bangor City Council
Industry Financial Services
Experience
Means Wealth Management   March 2012 - Present
Bangor City Council   November 2011 - Present
Ameriprise Financial Advisors   March 2009 - January 2012
Harvard University  January 2005 - March 2009
Boston Red Sox  2006 - 2009

Education
Harvard University   2002 — 2006
B.A., Government

Bangor High School

Adam Deardurff Adam Deardurff Columbus, Ohio Area Details
Adam Deardurff's Ameriprise Financial Advisors Experience October 2006 - February 2007
Job Director of Strategy at Mindstream Interactive
Industry Marketing and Advertising
Experience
Mindstream Interactive  November 2014 - Present
Mindstream Interactive  May 2014 - Present
SBC Advertising  October 2012 - April 2014
SBC Advertising  October 2010 - October 2012
SBC Advertising  October 2007 - October 2010
SBC Advertising  May 2007 - October 2007
Ameriprise Financial Advisors   October 2006 - February 2007

Skills
Digital Strategy, Usability, Business Analysis, Mobile, Information Architecture, User Experience, Usability Testing, Web Analytics, SEO, Social Media, Social Media Marketing, Digital Marketing, Digital Media, Google Analytics, User Stories, Personal Development, Email Strategy, SEM, Email Marketing, Data Analysis, Integrated Marketing, Mobile Marketing, Content Marketing, Advertising, Interactive Marketing, Interactive Advertising, Marketing, CMS, Customer Insight, Analytics

Education
Ohio Northern University   2002 — 2006
Bachelor of Fine Arts, Music with Elective Studies in Business

Aaron Thomas Aaron Thomas Dodge City, Kansas Details
Aaron Thomas's Ameriprise Financial Advisors Experience August 2003 - November 2007
Job Entrepreneur
Industry Entertainment
Experience
LyteShot   2015 - Present
J2Mayfield   January 2014 - Present
PROGENEX  November 2009 - Present
Kingdom Properties   2004 - 2009
Ameriprise Financial Advisors   August 2003 - November 2007

Skills
Entrepreneurship, Start-ups, Small Business, Business Development, Marketing, Investments, Venture Capital, Financial Planning, Sales, Management, Leadership, Social Media Marketing

Education
Fort Hays State University   2001 — 2003
BA, Finance

Jamie Grant, CRPC® Jamie Grant, CRPC® Dallas/Fort Worth Area Details
Jamie Grant, CRPC®'s Ameriprise Financial Advisors Experience February 2000 - December 2009
Job President at JDG Wealth Management Group, LLC
Industry Financial Services
Experience
JDG Wealth Management Group, LLC   December 2009 - Present
Ameriprise Financial Advisors   February 2000 - December 2009
JC Penney  November 1998 - January 2000

Skills
Strategic Financial..., Estate Planning, Investment Advisory, Investment Strategies, Retirement, Securities, Asset Management, Retirement Planning, Financial Analysis, Strategy, Financial Advisory, Asset Managment, Business Tax Planning, Personal Tax Planning

Education
Grambling State University   1994 — 1998
Bachelor of Science, Economics and Finance

Heather Frank Heather Frank Des Moines, Iowa Area Details
Heather Frank's Ameriprise Financial Advisors Experience February 2005 - October 2006
Job Sr Associate Director, HR & Labor Relations at Boehringer Ingelheim Vetmedica Inc.
Industry Human Resources
Experience
Boehringer Ingelheim Vetmedica Inc.  August 2013 - Present
Boehringer Ingelheim Pharmaceuticals Inc  March 2011 - Present
Boehringer Ingelheim Vetmedica, Inc  January 2009 - March 2011
PowerFilm Inc   July 2006 - January 2009
Ameriprise Financial Advisors   February 2005 - October 2006

Skills
Employee Relations, Recruiting, Human Resources, Payroll, FMLA, Deferred Compensation, Talent Management, Performance Management, Employment Law, HRIS, Change Management, Training, Policy, Lean Manufacturing, Negotiation, Benefits Administration, Sales, PowerPoint, Process Improvement, Microsoft Office, Employee Benefits, Personnel Management

Education
Penn State University   2010 — 2012
Master's degree, Human Resources Management and Services

Iowa State University   2001 — 2005
Bachelor's degree, Art/Art Studies, General

Philip Pursino Philip Pursino Greater New York City Area Details
Philip Pursino's Ameriprise Financial Advisors Experience November 1999 - May 2011
Job Managing Principal at Pursino Advisory Group LLC
Industry Financial Services
Experience
Pursino Advisory Group LLC   June 2014 - Present
United Advisors Services   May 2011 - June 2014
Ameriprise Financial Advisors   November 1999 - May 2011
Long Island Collegians   January 2007 - December 2010
Metropolitan Converting Inc   January 1987 - November 1999

Skills
Retirement Planning, Financial Advisory, Asset Allocation, Estate Planning, Financial Goals, Insurance, Financial Services, Personal Finance, Strategic Financial..., Investments, Retirement, Wealth Management, Series 7, 401k, Mutual Funds, Investment Advisory, Securities, Investment Management, Asset Managment, Investment Strategies, Wealth, Series 63, Fixed Annuities, IRAs, Financial Planners, Alternative Investments, Asset Management, Financial Planning

Education
New York Institute of Technology-Old Westbury   1978 — 1981
Business

Holy Cross HS   1975 — 1978

Joseph Pellegrini, WMS Joseph Pellegrini, WMS Palm Harbor, Florida Details
Joseph Pellegrini, WMS's Ameriprise Financial Advisors Experience 2001 - 2007
Job Vice PresidentBusiness Development, Southeast Division at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  November 2012 - Present
Raymond James Financial Inc.  June 2012 - November 2012
Raymond James Financial  February 2008 - June 2012
Ameriprise Financial Advisors   2001 - 2007
Ameriprise Financial  2001 - 2007
United Airlines  1999 - 2001

Skills
Financial Planning, Asset Allocation, Asset Management, Cold Calling, Recruiting, Client Acquisition, Client Service, Client Relationship..., Sales Management, Seminar Presentations, Seminar Speaker, New Business Development, Investment Strategies, Insurance Planning, Estate Planning, Series 7, series 66, Asset Managment, Strategic Financial..., Financial Services, Uniform Combined State..., Business Development, CRM, Client Services, Finance, Financial Advisory, Insurance, Financial Planners, Public Speaking, Sales, Securities, Wealth Management, Retirement Planning, Mutual Funds, Customer Acquisition

Education
Nova Southeastern University   2007 — 2010
Business Management

St. Petersburg College   1998 — 1999

Plymouth State University   1996 — 1997

Chad Zeaser Chad Zeaser Harrisburg, Pennsylvania Area Details
Chad Zeaser's Ameriprise Financial Advisors Experience June 2000 - Present
Job Financial Advisor Certified Financial Planner practitioner
Industry Financial Services
Experience
Ameriprise Financial Advisors   June 2000 - Present

Education
Shippensburg University of Pennsylvania   1996 — 2000
BSBA, Finance

Bermudian Springs High School   1992 — 1996

Scott Gaston Scott Gaston Atlanta, Georgia Details
Scott Gaston's Ameriprise Financial Advisors Experience June 2004 - March 2006
Job at CocaCola Refreshments
Industry Consumer Goods
Experience
Coca-Cola Refreshments  July 2013 - Present
Coca-Cola Refreshments  May 2011 - July 2013
Cedar Street Advisors   May 2010 - May 2011
The Ayco Company, L.P.   March 2006 - May 2010
Ameriprise Financial Advisors   June 2004 - March 2006

Skills
Wealth Management, Financial Analysis, Budgets, Asset Management, Wealth, Financial Reporting, Executive Management, Financial Advisory, Asset Allocation

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2011
Masters, Finance

University of Georgia - Terry College of Business   2000 — 2004
BBA, Finance

Les Hunzinger, CPA, MBA, CFP Les Hunzinger, CPA, MBA, CFP Greater Chicago Area Details
Les Hunzinger, CPA, MBA, CFP's Ameriprise Financial Advisors Experience November 1992 - May 2013
Job Financial Advisor at Hunzinger Financial Services, with services offered through Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Hunzinger Financial Services   May 2013 - Present
Ameriprise Financial Advisors   November 1992 - May 2013
American Express Financial Advisors  December 1995 - September 2005
American Express Tax & Business Services  November 1992 - December 1995
Hunzinger & Co., CPA   May 1988 - November 1992
Abbey Medical  January 1983 - May 1988
United States Marine Corps  July 1975 - May 1981

Skills
Strategic Financial..., Insurance, Financial Services, Strategic Planning, Investment Advisory, FINRA, Finance, Estate Planning, Investments, Tax, Retirement, Financial Advisory, Financial Planners, Budgets, Series 7, Retirement Planning, Mutual Funds, Saving for Education, Securities, 401k

Education
Northern Illinois University   1982 — 1983
MBA, Marketing

Purdue University - Krannert School of Management   1978 — 1981
BS, Accounting

Eisenhower High, Russell, PA   1969 — 1975
Graduate, College Prep

James Bizzack,CFP, CRPC James Bizzack,CFP, CRPC Pleasanton, California Details
James Bizzack,CFP, CRPC's Ameriprise Financial Advisors Experience June 1985 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present
Ameriprise Financial Advisors   June 1985 - Present
Ameriprise Financial Services, Inc.   January 2000 - December 2006

Skills
Business Planning, Coaching, Compliance, Education Planning, Employee Benefits, Protection Planning, Public Speaking, Risk Management, Small Business Planning, Strategic Planning

Education
San Diego State University-California State University   1982 — 1984
BA, Economics

Matthew Rhodes Matthew Rhodes Charlotte, North Carolina Area Details
Matthew Rhodes's Ameriprise Financial Advisors Experience June 2008 - July 2010
Job Business Services Asst. at BB&T
Industry Financial Services
Experience
BB&T  June 2013 - Present
BB&T  January 2011 - May 2013
Red Ventures  August 2010 - November 2010
Ameriprise Financial Advisors   June 2008 - July 2010
RepNation  January 2008 - May 2008
RJ Reynolds  May 2006 - August 2006

Skills
Sales, Finance, Leadership, Brand Management, Marketing, Retail Banking, Commercial Banking, Account Management, Social Media, Strengthening Client..., Mortgage Banking, Merchant Services, Treasury Management, Market Research, Management, Portfolio Management, Loans

Education
North Carolina State University - College of Management   2005 — 2010
Business Management, Finance, Spanish

Mike Russell, CRPC Mike Russell, CRPC Overland Park, Kansas Details
Mike Russell, CRPC's Ameriprise Financial Advisors Experience 2004 - October 2012
Job Financial Advisor at McInnes Wealth Management, LLC
Industry Investment Management
Experience
McInnes Wealth Management, LLC   October 2012 - Present
Ameriprise Financial Advisors   2004 - October 2012
Sprint  1995 - 2004

Skills
Strategic Financial..., Retirement Planning, Estate Planning, Insurance, Wealth, Sales, Small Business, Program Management, Vendor Management, Finance, Process Improvement, Analysis, Employee Benefits, Disability Insurance, Investment Planning, Wealth Management, Retirement, Financial Advisory

Education
University of Kansas   1989 — 1991
Business Administration

Johnson County Community College   1988 — 1989
Business Administration

Greg Link Greg Link Greater Minneapolis-St. Paul Area Details
Greg Link's Ameriprise Financial Advisors Experience 2003 - 2007
Job Manager Consulting at Cognizant Technology Solutions
Industry Management Consulting
Experience
Cognizant Technology Solutions  September 2009 - Present
Pepperweed Consulting  January 2008 - October 2009
TurnKey-Technology, LLC   2007 - 2008
Ameriprise Financial, Inc  May 2004 - June 2007
American Express Financial Advisors  2003 - 2007
Ameriprise Financial Advisors   2003 - 2007

Education
Indiana State University   1978 — 1980

Sinclair Community College   1976 — 1978
A.S., Business Administration

Sean Nilsen Sean Nilsen Greater Minneapolis-St. Paul Area Details
Sean Nilsen's Ameriprise Financial Advisors Experience 2003 - 2005
Job Director of Application Consulting
Industry Information Technology and Services
Experience
Aston Technologies   October 2013 - Present
Thomson Reuters  November 2009 - October 2013
eLoyalty  April 2009 - November 2009
BestBuy  January 2006 - April 2009
TEKsystems  2006 - April 2009
Best Buy  2006 - April 2009
Aston Technologies   February 2007 - April 2008
Ameriprise Financial  2004 - 2005
Ameriprise Financial Advisors   2003 - 2005
American Express  2003 - 2004

Skills
Cisco, VoIP, Call Center, Avaya, Operating Systems, Contact Center Design, Enterprise Architecture, Cisco ICM, Cisco CVP, Cisco UCCE, Cisco Call Manager, Cisco Unity, Cisco IPIVR, Cisco CUPS, Cisco CUSP, Mitel PBX, Avaya PBX, Nortel PBX, IVR, Cisco Technologies, Unified Communications, Call Centers, Project Management, CTI, Network Engineering, Telephony, Customer Experience, Leadership, Visio, Data Center, Vendor Management, Infrastructure, Disaster Recovery, Databases, System Deployment, Troubleshooting, Cloud Computing, Management, ITIL, VXML, Avaya Technologies, Integration, Telecommunications, Networking, Information Technology, Process Improvement, Contact Centers

Education
Rutgers University-New Brunswick   1991 — 1994

Rutgers University-New Brunswick   1991 — 1993

John Lapeyrolerie John Lapeyrolerie Houston, Texas Details
John Lapeyrolerie's Ameriprise Financial Advisors Experience November 2008 - January 2009
Job Realtor
Industry Executive Office
Experience
CondoSmart Realty   February 2012 - Present
Columbia Association Management   July 2010 - Present
Ameriprise Financial Advisors   November 2008 - January 2009
Choice Condominiums / Columbia Management   March 2005 - April 2008
Archstone  April 2004 - March 2005

Skills
Property, Condos, Property Management, Real Estate, Real Estate Development, Sellers, Investment Properties, Investors, Leases, Marketing, Residential Homes, Luxury, Real Estate Transactions, New Home Sales, Selling, Foreclosures, Relocation, Finance

Education
Lamar University   1994 — 1999
Bachelor, Graphic Design

Nicholas Wylam Nicholas Wylam San Francisco Bay Area Details
Nicholas Wylam's Ameriprise Financial Advisors Experience January 2009 - June 2009
Job Graduate Student at Golden Gate University | M.S. Taxation
Industry Financial Services
Experience
IWC Family Offices   July 2013 - August 2015
Integrated Wealth Counsel, LLC   May 2011 - August 2012
Ameriprise Financial Advisors   January 2009 - June 2009

Skills
Strategic Financial..., Microsoft Excel, Financial Planning..., Communication Skills, Financial Planners, Retirement Planning, Research, Tamarac/ Money Guide Pro, Microsoft Excel/ Word, Client Presentation, Marketing, Microsoft Office, Client Development, Superior Client Service, Equity Trading, Options Strategies, Trading Systems, Tax Research, Tax Law, Tax-advantaged..., Tax Accounting, Tax Deferred Exchanges, Federal & State Income..., Taxation of Trusts

Education
Golden Gate University   2015 — 2017
Master of Science (M.S.) in Taxation, Taxation

Purdue University   2009 — 2013
Bachelor of Science (B.Sc.), Financial Counseling and Planning

Purdue University   2011 — 2013
Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies

Scott Kelley, AIF® Scott Kelley, AIF® Portland, Oregon Details
Scott Kelley, AIF®'s Ameriprise Financial Advisors Experience January 2002 - June 2003
Job Vice President, Senior Retirement Consultant DCIO at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  December 2010 - Present
OppenheimerFunds  June 2008 - December 2010
OppenheimerFunds  January 2007 - June 2008
Ameriprise Financial  January 2006 - November 2006
Scottrade Financial Services  January 2004 - January 2006
Ameriprise Financial Advisors   January 2002 - June 2003

Skills
Asset Allocation, Fixed Income, Consultative Selling, Portfolio Optimization, Customer Relations, 401k, Territory Development, Territory Management, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Sales Prospecting, Presentations, Presentation Design, Sales Presentations, Presentation Coaching, Practice Management, Economics, Investments, Business Travel, Morningstar, Mutual Funds, Global Investment, Continuing Education, Modern Portfolio Theory, Wealth Management, Customer Service, Selling, Equities, Uniform Combined State..., Financial Services, Series 63, Series 7

Education
Oregon State University   1999 — 2003
BS, Business: Finance

Lakeridge High School   1993 — 1997

Margaret E. Hall, CRPC® Margaret E. Hall, CRPC® Birmingham, Alabama Area Details
Margaret E. Hall, CRPC®'s Ameriprise Financial Advisors Experience June 2004 - April 2015
Job Financial Advisor; Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Cetera Advisors LLC  April 2015 - Present
Ameriprise Financial Advisors   June 2004 - April 2015

Skills
Strategic Financial..., Mutual Funds, Retirement, Investment Strategies, Finance, Financial Services

Education
Maryville College   1998 — 2002
Bachelor's, International Business

Montevallo High School   1994 — 1998

Shelley Y. Mau Shelley Y. Mau Greater New York City Area Details
Shelley Y. Mau's Ameriprise Financial Advisors Experience August 1995 - Present
Job Shelley Y. Mau, MBA, CFP®, Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 1995 - Present
Banco Santander  August 1989 - June 1995
Deutsche Bank  April 1974 - August 1989

Skills
Leadership, Small Business, Retirement Planning, Retirement, Series 7, Mutual Funds, Investments, Wealth Management, Estate Planning, Fixed Annuities, Strategic Financial..., Series 63, Portfolio Management, Finance, Financial Analysis, Financial Services, Asset Management, Equities, Risk Management, Banking, Securities, Strategic Planning

Education
Pace University - Lubin School of Business   1974 — 1986
BBA/MBA

The University of Hong Kong   1972 — 1974
Bachelor

Ho Tung Technical School for Girls   1966 — 1972
High School Diploma

Aaron Bergman Aaron Bergman New York, New York Details
Aaron Bergman's Ameriprise Financial Advisors Experience June 2009 - August 2009
Job Commercial Real Estate Acquisitions & Asset Management
Industry Real Estate
Experience
Empire Capital Holdings   September 2012 - Present
EPG Real Estate   July 2011 - Present
Connecticut Economic Resource Center (CERC, Inc)   May 2010 - July 2010
Industrial Investments   January 2010 - January 2010
Ameriprise Financial Advisors   June 2009 - August 2009

Skills
Real Estate, Microsoft Office, Investment Properties, Alternative Investments, Entrepreneurship, Real Estate Acquisitions, Argus Modeling

Education
Lafayette College   2007 — 2011
B.A., Economics, Government & Law

Newington High School   2003 — 2007

Neal Hamilton Neal Hamilton Raleigh-Durham, North Carolina Area Details
Neal Hamilton's Ameriprise Financial Advisors Experience May 2009 - December 2009
Job Business Analyst Software Annuities at Cisco
Industry Printing
Experience
Cisco  December 2013 - Present
Flowserve  June 2013 - November 2013
Xerox Audio Visual Solutions  August 2012 - May 2013
PBM Graphics  April 2012 - August 2012
PBM Graphics  October 2010 - May 2012
PBM Graphics  October 2010 - December 2010
Ameriprise Financial Advisors   May 2009 - December 2009
North Carolina State University  2007 - 2008

Skills
Accounting, Excel, Microsoft Office, Problem Solving, Customer Service, Customer Engagement, Business Process..., Project Management, Multiple Project..., Customer Support, Customer Oriented, Solution Implementation, Microsoft Excel, Sales, Negotiation, Process Improvement, Time Management, Account Management, Team Building, Leadership, Salesforce.com, Management, Marketing, Analysis

Education
North Carolina State University - College of Management   2005 — 2010
BS, Economics

Ferdinand Angel Ferdinand Angel San Francisco Bay Area Details
Ferdinand Angel's Ameriprise Financial Advisors Experience November 2005 - June 2007
Job Lab Manager at Infinera
Industry Computer Software
Experience
Infinera  April 2015 - Present
Basic Solutions Corp.  July 2014 - April 2015
Genesis Engineering Services, Inc.   March 2011 - July 2014
Angel Consulting   September 2007 - March 2010
Ameriprise Financial Advisors   November 2005 - June 2007
Brown Boys, Inc.   February 2003 - February 2007
P-Cube, Inc.   March 2001 - November 2002
Nortel Networks  July 1999 - March 2001
Portal Software  June 1998 - June 1999
Micron Systems Server Division   December 1997 - May 1998

Skills
Software Documentation, Software Development, Integration, Quality Assurance, Process Improvement, Cross-functional Team..., Team Building, Software Quality..., Testing, Product Development, Enterprise Software, Program Management, Test Automation, MS Project, Start-ups, Management, Troubleshooting, Microsoft Project

Education
San Jose State University   1978 — 1985
BS, Industrial Technology

Cisco Career Certifications

IXIA Training
Introduction to IxChariot

Financial Industry Regulatory Authority (FINRA)

Vincent Gahren Vincent Gahren Charlotte, North Carolina Details
Vincent Gahren's Ameriprise Financial Advisors Experience January 2001 - July 2005
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC   September 2012 - Present
Wall Street Capitol an office of MetLife   March 2012 - September 2012
MetLife Securities  March 2012 - September 2012
Lincoln Financial Group  November 2011 - June 2012
HF Financial  February 2009 - October 2011
Waddell & Reed  March 2008 - February 2010
ING Financial Partners  April 2006 - June 2008
Ameriprise Financial Advisors   January 2001 - July 2005

Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act

Education
University of North Carolina at Charlotte   1995 — 1998
BA, History

Fordham University   1990 — 1991
General Education

Fran Menillo Fran Menillo Mamaroneck, New York Details
Fran Menillo's Ameriprise Financial Advisors Experience March 2006 - June 2008
Job Executive Assistant
Industry Executive Office
Experience
DeVore and DeMarco Attorneys and Counselors at Law LLC   April 2014 - March 2015
New York Pain Management Group   August 2012 - August 2013
Health SOS Physical Therapy   February 2011 - December 2011
Westchester Medical Center  May 2010 - November 2010
Horizon Paper   May 2009 - October 2009
Ameriprise Financial Advisors   March 2006 - June 2008
IQPC/IDGA   May 2007 - October 2007
SONY BMG  November 2000 - January 2006
SONY BMG  March 1999 - March 2000
SONY BMG  January 1998 - September 1999

Skills
Management, Recruiting, Human Resources, Time Management, Leadership, Microsoft Excel, Salesforce.com, Social Media Marketing, Administrative..., Event Planning, Marketing, Administrative..., QuickBooks, Data Entry, Employee Benefits, Event Management, Forecasting, Social Networking, Account Management, Social Media, Budgets, Customer Service, Insurance, Sales, Finance

Education
Fordham University   1985 — 1989
BS, Finance/Economics

The College of Westchester   2010 — 2012
Associates, Medical Office Management

Rodelyn Coppock Rodelyn Coppock San Francisco Bay Area Details
Rodelyn Coppock's Ameriprise Financial Advisors Experience June 2002 - September 2006
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2010 - Present
Chase Investments  May 2009 - November 2010
Bank of America  June 2007 - March 2009
Ameriprise Financial Advisors   June 2002 - September 2006
Citibank  February 2002 - June 2002
FinancialOxygen, Inc.   March 2001 - February 2002
TIAA-CREF  November 1998 - December 1999
Banc of America Leasing  July 1997 - December 1998
Banc of America Securities  May 1989 - June 1997

Skills
Investments, Portfolio Management, Financial Services, Investment Management, Banking, CRM, Loans, Strategic Financial..., Credit, Finance, Financial Analysis, Credit Analysis, Training, Financial Planning, Securities, Series 7, Management, Series 63

Education
Saint Mary's College of California   1997 — 1999

Dana Bahr-Deibert Dana Bahr-Deibert Raleigh-Durham, North Carolina Area Details
Dana Bahr-Deibert's Ameriprise Financial Advisors Experience February 1998 - Present
Job Senior Director AAG Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   March 2013 - Present
Ameriprise Financial, Inc  January 2008 - Present
Ameriprise Financial Advisors   February 1998 - Present

Skills
People Leadership, Change Leader, Strategic, Financial..., Operations and..., Executive Director to..., Project Management, Leadership Development, Mentoring, Leadership, Change Management, Management, Human Resources, Budgets, Project Planning, Team Leadership, Training, Onboarding, Time Management, Sales, Insurance, Coaching, Recruiting, Investments, Process Improvement

Education
University of Iowa   2006 — 2007
M.A., Higher Education Administration

Iowa State University   1995 — 1996
BA, Liberal Arts - Women's Studies

Garner-Hayfield High School   1990 — 1993

Webster City

Eric Greif, CFP®, CRPC® Eric Greif, CFP®, CRPC® Portland, Oregon Area Details
Eric Greif, CFP®, CRPC®'s Ameriprise Financial Advisors Experience May 2003 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   May 2003 - Present

Education
Portland State University   1989 — 1992
Bachelor's of Science, Marketing with a minor in Psychology.

Maggie Stor Maggie Stor Katonah, New York Details
Maggie Stor's Ameriprise Financial Advisors Experience October 2006 - January 2013
Job Marketing Executive | Marketing Strategist, Product Marketing, Direct Marketing, Consultant
Industry Marketing and Advertising
Experience
Ameriprise Financial Advisors   October 2006 - January 2013
ADP Retirement Services  2003 - 2006
Lowestloan.com   2000 - 2002
Offi Internationl Buyers Corporation   1996 - 1999
Forte Hotels  1993 - 1996

Skills
Series 63, Retirement, Credit Card Marketing, Credit Card Lifecycle, Direct Marketing, Online Marketing, Credit Cards, Hospitality Marketing, Product Marketing, Brand Awareness, Brand Development, Strategic Partnerships, Project Management, Marketing, Marketing Strategy, Lead Generation, Email Marketing

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General

New York Institute of Technology-Old Westbury
Bachelor's degree, Hotel / Restaurant Administration

Victor Tabeling, MBA Victor Tabeling, MBA Greater Philadelphia Area Details
Victor Tabeling, MBA's Ameriprise Financial Advisors Experience November 2006 - March 2007
Job Sales and Marketing Manager at Delaware Diamond Knives, Inc.
Industry Research
Experience
Delaware Diamond Knives, Inc.   June 2013 - Present
StarCompliance  August 2011 - July 2013
Morgan Stanley  February 2007 - August 2011
Ameriprise Financial Advisors   November 2006 - March 2007
Opti-Fi Networks   March 2005 - November 2006

Skills
Vendor Management, Statistics, Microsoft Excel, Microsoft Office, Process Improvement, Budgets, Access, Analysis, Accounting, Visio, Data Analysis, Business Analysis, Business Strategy, Financial Modeling, Finance, Customer Service, Technical Support, Relationship Management, CRM, Cross-functional Team..., Management, Product Management, Business Process..., SQL, Strategic Planning, Business Development, Program Management, Team Leadership, Software Documentation, Team Management, Sales, Business Intelligence, Leadership, Account Reconciliation, Project Planning, Training, Analytics, Operations Management, Marketing

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2011
MBA, Gen. Management

Loyola College in Maryland   2001 — 2005
BA, Economics, General Business Minor

Kevin W. Harper, CFP® Kevin W. Harper, CFP® Birmingham, Alabama Details
Kevin W. Harper, CFP®'s Ameriprise Financial Advisors Experience September 2008 - May 2015
Job Executive Vice President at Reliance Financial Group
Industry Investment Management
Experience
Reliance Financial Group  May 2015 - Present
Ameriprise Financial Advisors   September 2008 - May 2015
H&R Block Financial Advisors  February 2000 - September 2008
Headhunter.net  1998 - 2000

Education
Oglethorpe University   2000 — 2002
Certified Financial Planner Designation, CFP®

University of Alabama   1991 — 1995
BA, Finance

Sean Fyock Sean Fyock Laughlintown, Pennsylvania Details
Sean Fyock's Ameriprise Financial Advisors Experience June 2008 - August 2010
Job Project Engineer at Benchmark Engineering & Construction Co. Inc.
Industry Civil Engineering
Experience
Benchmark Engineering & Construction Co. Inc.   July 2013 - Present
Habitat for Humanity Mahoning County   August 2010 - July 2013
Saint Edward Parish   September 2009 - June 2011
Ameriprise Financial Advisors   June 2008 - August 2010
LPL Financial Services  June 2007 - April 2008

Skills
Team Leadership, Project Coordination, Public Speaking, Non-profits, Customer Relations, Small Business, Problem Solving, Budgeting, Microsoft Office, Team Building, Strategic Planning, Excel, PowerPoint, Word, Volunteer Management, Budgets, Nonprofits, Microsoft Excel, Management, Customer Service, Microsoft Word, Community Outreach, Supervisory Skills, Leadership, Project Management, Finance, Leadership Development, Project Planning, Social Media, Construction, Research, Training, Event Planning, Program Management, Time Management, Fundraising, Contract Negotiation, Government

Education
Loyola University New Orleans   2009 — 2013
Masters, Pastoral Ministry

University of Pittsburgh   1991 — 1995
BS, Mechanical Engineering

Ligonier Valley Senior High

Robert Wijnhoven Robert Wijnhoven Springfield, Massachusetts Area Details
Robert Wijnhoven's Ameriprise Financial Advisors Experience March 1993 - July 1996
Job Product Manager at CIGNA Healthcare
Industry Health, Wellness and Fitness
Experience
CIGNA Healthcare  December 2010 - Present
Habitat for Humanity  June 2010 - January 2011
UnitedHealthcare  August 2007 - April 2010
UnitedHealthcare  September 2004 - July 2007
DST Output  January 2001 - January 2004
Deutsche Bank  November 1998 - December 2000
Deutsche Bank  February 1998 - October 1998
The Ayco Company  July 1996 - February 1998
Ameriprise Financial Advisors   March 1993 - July 1996

Skills
CRM, Management, Process Improvement, Competitive Analysis, Program Management, Product Management, Leadership, Strategy, Training, Budgets, Project Management, Analysis, Business Planning, Business Process..., Business Analysis, Customer Satisfaction, Sales, Coaching, Vendor Management, Product Development, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Team Leadership, Account Management, Change Management, Start-ups, Data Analysis, Team Building, Healthcare, Analytics, Six Sigma, Marketing, Market Research

Education
Webster University   2000 — 2001
Masters, International Business

Hobart and William Smith Colleges   1986 — 1989
BA, Psychology and Sociology

Michelle Mabry Michelle Mabry Hattiesburg, Mississippi Area Details
Michelle Mabry's Ameriprise Financial Advisors Experience November 1989 - March 2008
Job Managing Partner & President at Client 1st Advisory Group
Industry Financial Services
Experience
Client 1st Advisory Group   January 2013 - Present
Greater PineBelt Community Foundation   2011 - Present
Phoenix Best Practices   2009 - Present
Wealth Management Consultants   2008 - December 2012
Ameriprise Financial Advisors   November 1989 - March 2008

Skills
Wealth Management, Strategic Financial..., Investments, Retirement, Wealth, Financial Planners, Wealth Management..., Tax, High Net Worth..., Small Business, Finance, Estate Planning, Retirement Planning, Series 7, Financial Advisory, Investment Advisory, Series 63, Asset Management, Asset Allocation, Mutual Funds, 401k, Investment Strategies, IRAs, Mergers & Acquisitions

Education
Louisiana State University   1985 — 1988
BS, Economics, International Trade and Finance

Curtis White, CRPC® Curtis White, CRPC® Greater New York City Area Details
Curtis White, CRPC®'s Ameriprise Financial Advisors Experience August 2003 - Present
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 2003 - Present
NDB  January 1991 - June 2002
Fidelity Capital Markets  April 1987 - February 1991
Ladenburg Thalmann  1989 - 1990

Education
Northeastern University   1982 — 1987
BA, Finance

Ipswich High School   1978 — 1982

Chrys Kolenda Chrys Kolenda Greater Grand Rapids, Michigan Area Details
Chrys Kolenda's Ameriprise Financial Advisors Experience February 2010 - September 2010
Job Recruiting Operations Analyst at Booking.com (USA) Inc.
Industry Human Resources
Experience
Booking.com (USA) Inc.   August 2014 - Present
Booking.com (USA) Inc.   May 2013 - Present
Booking.com (USA), Inc.   January 2011 - Present
Manpower Professional  August 2010 - December 2010
Ameriprise Financial Advisors   February 2010 - September 2010
Arrow Strategies  November 2007 - July 2010
lia sophia  November 2006 - December 2009
Kent Intermediate School District/PESG   August 1999 - November 2007

Skills
Outlook, Employee Relations, Human Resources, Onboarding, Process Improvement, System Administration, Employee Benefits, Administrative..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Hiring, Access, Administration, Resume Writing

Education
Grand Valley State University
Bachelor of Arts, History, English, Secondary Education

Rick Roloff Rick Roloff Canton, Ohio Area Details
Rick Roloff's Ameriprise Financial Advisors Experience June 2008 - February 2010
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  April 2013 - Present
Ameriprise Financial Advisors   June 2008 - February 2010
Osnaburg Local Schools  August 2002 - June 2008

Skills
Wealth Management, Retirement Planning..., Insurance Strategies, Annuity Services, Tax-efficient investing...

Education
Malone University   1997 — 2002
Bachelor of Arts, Mathematics

Otterbein University   1996 — 1997
Mathematics

Canton McKinley High School   1993 — 1996
College Prep Diploma, College Prep

Casey Conner Casey Conner Washington D.C. Metro Area Details
Casey Conner's Ameriprise Financial Advisors Experience August 2005 - June 2006
Job Lead Solution Engineer at Salesforce
Industry Management Consulting
Experience
Salesforce  August 2015 - Present
Appirio  April 2011 - Present
Acumen Solutions  November 2009 - April 2011
Deloitte Consulting  June 2009 - November 2009
BearingPoint Consulting  September 2007 - June 2009
Nortel  January 2007 - May 2007
Clarkston Consulting  January 2006 - May 2007
Ameriprise Financial Advisors   August 2005 - June 2006

Skills
CRM, Process Improvement, Business Process..., Salesforce.com, Strategy, Project Planning, Business Analysis, Business Process, Business Process..., Business Intelligence, Management Consulting, Strategic Planning, Cloud Computing, Project Management, IT Strategy, Integration, Change Management, Program Management

Education
North Carolina State University   2003 — 2007
Business Management, Finance, Marketing, Operations

North Carolina State University - College of Management   2003 — 2007
Management, Finance, Marketing, Operations

Cherry Creek High School

Ashley Peelle Ashley Peelle Phoenix, Arizona Area Details
Ashley Peelle's Ameriprise Financial Advisors Experience 2006 - 2007
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard  April 2013 - Present
Vanguard  June 2010 - April 2013
Vanguard  September 2009 - June 2010
The Vanguard Group  April 2007 - September 2009
Ameriprise Financial Advisors   2006 - 2007

Skills
Sales Management, Team Leadership, Microsoft Excel, Mutual Funds, Investments, Analysis, Time Management, Relationship Management, Leadership, CRM, Retirement Planning, Management, Business Development

Education
Ottawa University   2008 — 2010
Masters of Business Administration

Northern Arizona University-The W. A. Franke College of Business   2002 — 2006
Business, Marketing

Shadow Mountain   1998 — 2002

Mark Turnipseed Mark Turnipseed Greater St. Louis Area Details
Mark Turnipseed's Ameriprise Financial Advisors Experience July 2005 - August 2006
Job Director of Community Events at MakeAWish Foundation
Industry Nonprofit Organization Management
Experience
Make-A-Wish Missouri  February 2015 - Present
Make-A-Wish Foundation of Missouri  February 2013 - February 2015
UniFirst Corporation  December 2011 - January 2013
Lindenwood University  August 2006 - November 2011
Lindnewood University   August 2006 - November 2011
Ameriprise Financial Advisors   July 2005 - August 2006
First Community Credit Union  January 1999 - July 2003

Skills
Sales Management, Strategic Financial..., Marketing, Sales, Financial Analysis, Customer Service, Event Planning, Public Speaking, PowerPoint, Outlook, Management, Non-profits, Microsoft Excel, Strategic Planning, Microsoft Office, Team Building, Hockey, Social Media, Account Management, Social Media Marketing, Coaching, Operations Management, B2B, Facebook, Contract Negotiation, Event Management

Education
Lindenwood University   2003 — 2005
BA, Business/Marketing

Erin Wagner Erin Wagner Redmond, Washington Details
Erin Wagner's Ameriprise Financial Advisors Experience January 2007 - January 2010
Job Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft  November 2011 - Present
Accenture  January 2010 - November 2011
Ameriprise Financial Advisors   January 2007 - January 2010

Skills
Business Analysis

Education
Seattle University   2006 — 2009
Finance, Economics

University of Chicago   2005 — 2006

Sarah (Ozmar) Rouse Sarah (Ozmar) Rouse Richmond, Virginia Area Details
Sarah (Ozmar) Rouse's Ameriprise Financial Advisors Experience June 2007 - January 2010
Job Vice President of Operations at Old Dominion Asset Management, Inc.
Industry Financial Services
Experience
Old Dominion Asset Management, Inc.   December 2009 - Present
Ameriprise Financial Advisors   June 2007 - January 2010
TEGRA Financial Partners   March 2005 - June 2007
Sterling Benefits, LLC   January 2003 - March 2005

Education
Radford University   2000 — 2001

Midlothian High School

Amarilys Mercedes Amarilys Mercedes Greater New York City Area Details
Amarilys Mercedes's Ameriprise Financial Advisors Experience 2005 - 2008
Job Connecting Top Talent to Great new opportunities
Industry Staffing and Recruiting
Experience
Paychex, Inc.   December 2013 - Present
Paychex, Inc.   October 2007 - Present
Paychex  October 2012 - December 2013
Ameriprise Financial Advisors   2005 - 2008
Ameriprise Financial  May 2005 - October 2007
American Express  2001 - 2005

Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Cold Calling, College Recruiting, Talent Management, Training, Sourcing, Sales, Applicant Tracking..., Internet Recruiting, Management, Employee Benefits, Hiring, Onboarding, Screening, Corporate Recruiting, Temporary Placement, Staffing Services, Technical Recruiting, Job Fairs, Team Leadership, Employee Relations, New Hire Orientations, Screening Resumes, Temporary Staffing, Resume Writing, Full-life Cycle..., Intervieweing, Executive Search, Building Relationships, Permanent Placement, Contract Recruitment, HR Consulting, HR Policies, Employer Branding, Recruitment Advertising, Succession Planning, Background Checks, Behavioral Interviewing, Business Networking, IT Recruitment, Interview Preparation, Candidate Generation, Resume, Diversity & Inclusion, Military Recruiting, Diversity Program..., Diversity Recruitment

Education
Middlesex County College   1991 — 1993
Liberal Arts and Sciences, General Studies and Humanities

Brad Wiger Brad Wiger Charlotte, North Carolina Area Details
Brad Wiger's Ameriprise Financial Advisors Experience 2003 - 2006
Job Manager Business Operations, Lowes.com at Lowe's Home Improvement
Industry Internet
Experience
Lowe's Home Improvement  September 2013 - Present
Target  April 2011 - August 2013
Target  March 2009 - April 2011
Target  August 2006 - November 2009
Ameriprise Financial Advisors   2003 - 2006
Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors)   2000 - 2003

Skills
Cross-functional Team..., Business Analysis, Vendor Management, Process Improvement, Project Management, Team Leadership, Competitive Analysis, Leadership, E-commerce, Retail, SDLC, Analytics, Management, Forecasting, CRM, Marketing

Education
University of St. Thomas
MBA, Marketing, E-Commerce

Minnesota State University, Mankato
M.S., Business Admin/Finance/Accounting

Barb Smith Barb Smith Greater Minneapolis-St. Paul Area Details
Barb Smith's Ameriprise Financial Advisors Experience 2005 - Present
Job Sr. Administrative Assistant at Amerirprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial  April 2005 - Present
Ameriprise Financial Advisors   2005 - Present
Ameriprise Financial  February 2003 - April 2005
Ameriprise Financial Services, Inc.   February 2001 - February 2003
Ameriprise Financial Services, Inc.   July 1999 - February 2001
Ameriprise Financial Inc.  June 1997 - July 1999

Skills
Lotus Notes, PeopleSoft, Concur, Visio, Financial Services, Vendor Management, Process Improvement, Insurance, Access, Mutual Funds, Business Analysis, Onboarding, Requirements Gathering, Change Management, Time Management, Risk Management, SharePoint, Relationship Management, Training, SDLC, Business Process, Business Process..., Analysis, Program Management, Leadership, Microsoft Office

Education
Sacred Heart University   1986 — 1988
bs, Business Administration and Management, General

Katharine Gibbs   1978 — 1979
one year certificate, one year certificate

Notre Dame High School

Notre Dame High School

Brian Scanlon, CFP® Brian Scanlon, CFP® Greater Boston Area Details
Brian Scanlon, CFP®'s Ameriprise Financial Advisors Experience August 2005 - November 2007
Job Financial Advisor and Registered Representative, New England Securities
Industry Financial Services
Experience
Baystate Financial Services  December 2007 - Present
Ameriprise Financial Advisors   August 2005 - November 2007

Skills
Investment Advisory..., Account Management, Investment Education, Retirement Strategies, Securities, Small Business, Customer Service, Leadership, Insurance, Risk Management, Estate Conservation...

Education
Harvard University   1979 — 1983
B.A., Biology

Jason Pals Jason Pals Greater Minneapolis-St. Paul Area Details
Jason Pals's Ameriprise Financial Advisors Experience 1998 - 1999
Job Systems Architect at Independent Insurance Agents & Brokers of America
Industry Information Technology and Services
Experience
Independent Insurance Agents & Brokers of America  Practice LeaderAmbient Consulting1994 - 2002
GE Capital Consulting  1994 - 2002
Ameriprise Financial Advisors   1998 - 1999
Minnesota Life  1993 - 1994

Skills
Risk Management, Insurance, Business Analysis, Leadership, Strategic Planning

Education
Minnesota State University, Moorhead   1989 — 1993

Jessica Trout Jessica Trout Portland, Oregon Area Details
Jessica Trout's Ameriprise Financial Advisors Experience September 2007 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors   September 2007 - Present
Ameriprise Financial Advisors   May 2005 - September 2007

Education
George Fox University   2001 — 2005

Adrianne Rydell Adrianne Rydell Greater New York City Area Details
Adrianne Rydell's Ameriprise Financial Advisors Experience 2005 - 2009
Job Customer Care Professional at United Health Care Group
Industry Human Resources
Experience
United Health Care Group  August 2010 - Present
Acadia HR  March 2005 - August 2010
Ameriprise Financial Advisors   2005 - 2009
Joe's Crabshack  January 2002 - February 2004
Cardinal Health Care  2004 - 2004
Abbott Laboratories  June 1998 - August 2002

Skills
Microsoft Office, Customer Service, Employee Benefits, Talent Acquisition, Performance Management, Training

Education
Northern Illinois University   1997 — 1998
History, Education

Ercin Gobuluk Ercin Gobuluk Washington D.C. Metro Area Details
Ercin Gobuluk's Ameriprise Financial Advisors Experience June 2001 - January 2004
Job IT Professional with over 13 years of overall experience including Government Business Analyst experience.
Industry Information Technology and Services
Experience
The Office of the Chief Technology Officer, Government of the District of Columbia  September 2012 - March 2015
The Office of the Chief Technology Officer, Government of the District of Columbia  September 2012 - March 2015
Metropolitan Nannies   March 2008 - September 2012
Tamex Incorporated   March 2004 - March 2008
Ameriprise Financial Advisors   June 2001 - January 2004

Skills
PeopleSoft, Jobscience, Adobe Creative Suite, User Productivity Kit..., PeopleSoft Test..., Adobe Captivate, Oracle SQL Developer, Adobe Acrobat Pro, Full SDLC, PeopleTools 8.53, PeopleTools 8.54, PeopleSoft HCM 9.0, PeopleSoft HCM 9.2, Microsoft Project, ERP, CRM, Accounting, Adobe Acrobat, Adobe Contribute, Budgets, Business Development, Dreamweaver, Finance, Investments, Microsoft Word, Microsoft Excel, Marketing Strategy, Program Management, Strategic Planning, Strategic Financial..., Sales, Photoshop, Management, SDLC, Business Analysis, Training, Enterprise Software, Analysis

Education
George Mason University   1995 — 2001
Bachelor of Science, Finance

Langley High School   1992 — 1995
High School

Chris Posch Chris Posch Greater Minneapolis-St. Paul Area Details
Chris Posch's Ameriprise Financial Advisors Experience December 2005 - June 2007
Job US Relationship Manager at Wells Fargo Global Fund Services
Industry Investment Management
Experience
Wells Fargo Global Fund Services  January 2015 - Present
Wells Fargo Global Fund Services  March 2013 - December 2014
LaCrosse Global Fund Services/Wells Fargo Global Fund Services   September 2008 - February 2013
Deephaven Capital Management  July 2007 - August 2008
Ameriprise Financial Advisors   December 2005 - June 2007
Ernst & Young  July 2003 - November 2005

Skills
Hedge Funds, Investment Accounting, Financial Reporting, Management, Financial Planning, Equities, Leadership, Process Improvement, Investments, Client Services, Equity Derivatives, Bank Debt, Corporate Actions, Operations Management

Education
Saint John's University   1999 — 2003
BA, Accounting, Business Management

Seham Almuttar Seham Almuttar Kansas City, Missouri Area Details
Seham Almuttar's Ameriprise Financial Advisors Experience May 2007 - December 2008
Job Graduate student at Keller Graduate School of Management
Industry Financial Services
Experience
Keller Graduate School of Management  March 2007 - Present
Ameriprise Financial Advisors   May 2007 - December 2008

Education
Keller Graduate School of Management   2007 — 2009
MBA, General Management

Missouri Western State University   2002 — 2006
BSBA, Business Management

Russ Hendricksen, CFP® Russ Hendricksen, CFP® Scottsdale, Arizona Details
Russ Hendricksen, CFP®'s Ameriprise Financial Advisors Experience 2003 - 2006
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA  June 2006 - Present
Ameriprise Financial Advisors   2003 - 2006
H2O Plus  1996 - 2000

Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Financial Advisory, Estate Planning, Investment Strategies, Investments, Insurance, Financial Analysis, Portfolio Management, Risk Management, Finance, Accounting, Customer Service, Certified Financial..., Securities, Series 63

Education
Wagner College   1990 — 1992
B.S., Accounting

Minnesota State University, Mankato   1988 — 1990
Accounting

W Eliott Grigg W Eliott Grigg Greater Chicago Area Details
W Eliott Grigg's Ameriprise Financial Advisors Experience June 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors   June 1999 - Present

Education
Purdue University - Krannert School of Management   1993 — 1998
Bachelor of Science (B.S.), Accounting and Finance

Kenneth Krantz, CFP® Kenneth Krantz, CFP® Greater Chicago Area Details
Kenneth Krantz, CFP®'s Ameriprise Financial Advisors Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2004 - Present
Ameriprise Financial Advisors   2004 - Present

Education
Indiana State University   1989 — 1993

Nicole Hakim Nicole Hakim Mount Arlington, New Jersey Details
Nicole Hakim's Ameriprise Financial Advisors Experience August 2005 - November 2007
Job Director of Operations
Industry Accounting
Experience
Colavito & Associates, LLC   May 2008 - Present
Ameriprise Financial Advisors   August 2005 - November 2007
Ameriprise Financial  2005 - 2007

Skills
Financial Analysis, Strategic Financial..., Series 7, Accounting, Risk Management

Education
Rutgers University-New Brunswick

Dave Yaniro Dave Yaniro Baltimore, Maryland Area Details
Dave Yaniro's Ameriprise Financial Advisors Experience February 1999 - July 2001
Job President Mid Atlantic Insurance Solutions
Industry Financial Services
Experience
Mid Atlantic Insurance Solutions   April 2009 - Present
Integrated Financial Solutions, LLC   June 2004 - Present
City 1st Mortgage   March 2002 - May 2004
Allfirst Bank  July 2001 - March 2002
Ameriprise Financial Advisors   February 1999 - July 2001

Skills
Forecasting, Business Planning, Analysis, Budget, Cross Selling, Finance, Mortgage Lending, Marketing, Insurance, Sales, Financial Services, Management, Credit, Loans, Credit Analysis, FHA, Financial Analysis, Customer Service, Budgets, Relationship Management

Education
Loyola University Maryland   2003 — 2007
MBA, Business

Towson University   1996 — 2000
Bachelor of Business Administration (BBA)

Chatham High School   1992 — 1996

Mike Farrelly Mike Farrelly Greater New York City Area Details
Mike Farrelly's Ameriprise Financial Advisors Experience July 2003 - August 2005
Job Director of Hoop Group ELITE at The Hoop Group
Industry Sports
Experience
The Hoop Group  May 2007 - Present
Wilkes University  August 2006 - May 2007
Wachovia Securities  December 2005 - June 2006
Saint Joseph's University  October 2003 - March 2006
Ameriprise Financial Advisors   July 2003 - August 2005

Education
Saint Joseph's University   1999 — 2003

Saint Joseph's University - Erivan K. Haub School of Business   1999 — 2003
Finance

Robert Berard Robert Berard Greater New York City Area Details
Robert Berard's Ameriprise Financial Advisors Experience January 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   January 2008 - Present

Education
Marist College   2003 — 2007
B.S., Business/Finance

John F. Kennedy Catholic High School   1999 — 2003

Stratton Davis Stratton Davis Omaha, Nebraska Details
Stratton Davis's Ameriprise Financial Advisors Experience January 2006 - January 2009
Job Owner Stratton Davis Painting
Industry Design
Experience
Stratton Davis Painting   July 2015 - Present
Farmers Insurance Group of Companies  January 2013 - June 2015
Farmers Insurance Group of Companies  January 2011 - January 2013
Ameriprise Financial Advisors   January 2006 - January 2009
National Press Club  June 1999 - July 2005

Skills
Marketing, Training, B2B, Recruitment/Retention, Retirement Planning, Protection..., Retirement Income..., Wealth Preservation..., Saving for Education, Retirement, Recruiting, Wealth

Education
Indiana University of Pennsylvania   1993 — 1997
Bachelor of Science, Hotel, Restaurant and Institutional Management

Jens Kottke Jens Kottke Greater Minneapolis-St. Paul Area Details
Jens Kottke's Ameriprise Financial Advisors Experience 2004 - July 2011
Job Pursuing Financial Wholesaling Opportunities
Industry Financial Services
Experience
The Hartford  July 2011 - Present
Ameriprise Financial  2004 - July 2011
Ameriprise Financial Advisors   2004 - July 2011

Skills
Wholesale, Financial Advisory, Marketing, Fixed Annuities, Retirement Planning, Banking, Series 63, Series 7

Education
St. John's University   1994 — 1998
Bachelor of Arts (BA), Business Management

Laurie Church Laurie Church Greater Minneapolis-St. Paul Area Details
Laurie Church's Ameriprise Financial Advisors Experience May 2006 - March 2009
Job Career Counselor and Career Coach
Industry Human Resources
Experience
Self-employed  January 2012 - Present
Ameriprise Financial Advisors   May 2006 - March 2009
National Marrow Donor Program  2001 - 2006

Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Healthcare, Recruiting, Resume Writing, Fundraising, New Hire Orientations, Employee Engagement, Employee Training, Personnel Management, Nonprofits, Interviews, Coaching, Career Development, Public Speaking, Conflict Resolution, Performance Management, Management, Leadership

Education
Hamline University   1994 — 1998
Masters Degree Liberal Studies, Business Leadership

Metropolitan State University
Bachelor of Arts (B.A.), Speech Communication

Kellie White Kellie White Portland, Oregon Area Details
Kellie White's Ameriprise Financial Advisors Experience November 2007 - January 2008
Job Accounting Specialist Sales Audit at Fred Meyer
Industry Accounting
Experience
Fred Meyer  April 2009 - Present
Julia Fitzgerald Cpa   January 2009 - April 2010
Accounting Connections   March 2008 - June 2008
Ameriprise Financial Advisors   November 2007 - January 2008
Stream International  2000 - 2007

Skills
Account Reconciliation, Accounts Payable, Financial Reporting, Accounting, Microsoft Excel

Education
Portland State University   2013 — 2015
Master’s Degree, Accounting Specialization, GPA 3.77

University of Phoenix   2003 — 2005
BS, Accounting, GPA 3.95

Rebecca Osland Rebecca Osland Springfield, Illinois Details
Rebecca Osland's Ameriprise Financial Advisors Experience February 2006 - August 2006
Job Social Enterprise Lawyer at Rebecca J. Osland, Attorney at Law
Industry Law Practice
Experience
Rebecca J. Osland, Attorney at Law   September 2014 - Present
Federal Home Loan Bank of Chicago  May 2010 - November 2010
Citi Group  December 2006 - May 2008
Ameriprise Financial Advisors   February 2006 - August 2006
Berghoff Catering & Restaurant Group  January 2004 - December 2005

Skills
Securities, Tax Law, Legal Research, Legal Writing, Corporate Law, Negotiation, Social Enterprise, Corporate Governance

Education
Northwestern University School of Law   2008 — 2012
JD, Law

Northwestern University School of Law   2010 — 2012
LL.M., Tax Law

The University of Chicago   2001 — 2005
BA, Political Science

Thomas Sawyer, CFP® Thomas Sawyer, CFP® Greater New York City Area Details
Thomas Sawyer, CFP®'s Ameriprise Financial Advisors Experience 2001 - 2005
Job Director, Participant Engagement at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  September 2014 - Present
E*TRADE Financial  October 2008 - August 2014
AllianceBernstein  July 2005 - September 2008
Ameriprise Financial Advisors   2001 - 2005
American Express Financial Advisors  1999 - 2001
The Newark Group  1993 - 1999
US Army  1986 - 1993

Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement

Education
United States Military Academy at West Point   1982 — 1986
BS, Civil Engineering

New York University   2010 — 2011
Certificate, Leadership and Organizational Development

Westbrook High School   1978 — 1982

Joe Brunette Joe Brunette Seattle, Washington Details
Joe Brunette's Ameriprise Financial Advisors Experience June 2004 - August 2005
Job Branch Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  November 2005 - Present
Ameriprise Financial Advisors   June 2004 - August 2005

Skills
Credit, Banking, Finance, Financial Analysis

Education
Grand Valley State University   1997 — 2002
BBA, Finance and Economics

Dan LaRocco Dan LaRocco Greater Chicago Area Details
Dan LaRocco's Ameriprise Financial Advisors Experience 2007 - 2007
Job Fixed Income Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments  May 2011 - Present
Northern Trust Global Investments  October 2009 - May 2011
Northern Trust  June 2008 - October 2009
Northern Trust  November 2007 - June 2008
Ameriprise Financial Advisors   2007 - 2007
Merrill Lynch  2004 - 2004

Skills
Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management, Asset Management

Education
The University of Chicago - Booth School of Business   2013 — 2016
Master of Business Administration (MBA)

Miami University   2002 — 2006
Bachelor of Arts (BA), English, Political Science, Economics

Jillian Hoffman, MBA Jillian Hoffman, MBA Greater Minneapolis-St. Paul Area Details
Jillian Hoffman, MBA's Ameriprise Financial Advisors Experience 2005 - 2007
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2014 - Present
Ameriprise Financial  May 2010 - May 2014
Riversource Distributors, Inc.   April 2008 - May 2010
Transamerica Retirement Management  March 2007 - April 2008
Ameriprise Financial Advisors   2005 - 2007

Education
University of Saint Thomas - School of Business   2009 — 2013
MBA, Business

Iowa State University - College of Business   2002 — 2005
BS, Marketing and Management

Iowa State University

Mahtomedi High School

Tara Schultz Tara Schultz Cleveland/Akron, Ohio Area Details
Tara Schultz's Ameriprise Financial Advisors Experience May 2006 - January 2009
Job Senior Banker at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  August 2010 - Present
Bank of America  January 2009 - August 2010
Ameriprise Financial Advisors   May 2006 - January 2009

Skills
Mutual Funds, Saving for Education, Series 7, Uniform Combined State..., Retirement Planning, Retirement, Wealth Management, 401k Rollovers, Financial Advisory, Asset Allocation, Wealth Accumulation, Fixed Annuities, IRAs, Life, Disability Insurance, ETFs, Alternative Investments, Long Term Care Insurance, Variable Annuities, Investments, Life Insurance, Loans, Relationship Management, Credit Analysis, Banking, Credit

Education
Miami University   2002 — 2006

Dexter Phillips Dexter Phillips Greater Minneapolis-St. Paul Area Details
Dexter Phillips's Ameriprise Financial Advisors Experience December 1998 - April 2005
Job Board Member
Industry Sports
Experience
STMA Football Academy   March 2011 - Present
Ameriprise Financial Advisors   December 1998 - April 2005

Education
Northwest Missouri State University   1993 — 1995

North Dakota State College of Science

Robbinsdale cooper high

Josh Knatterud-Hubinger Josh Knatterud-Hubinger Greater Minneapolis-St. Paul Area Details
Josh Knatterud-Hubinger's Ameriprise Financial Advisors Experience August 2005 - January 2006
Job Economic Policy Analyst at State of Minnesota (MnDOT)
Industry Transportation/Trucking/Railroad
Experience
State of Minnesota  August 2014 - Present
State of Minnesota  November 2012 - August 2014
State of Minnesota  May 2010 - November 2012
State of Minnesota  June 2008 - May 2010
Macy's North  August 2007 - May 2008
State of Minnesota  August 2006 - August 2007
Ameriprise Financial Advisors   August 2005 - January 2006
University of Minnesota  January 2005 - March 2005

Skills
Forecasting, Microsoft Office, Variance Analysis, Financial Analysis, Data Analysis, Budget Process, Budget Monitoring, Revenue Modeling, Microsoft Excel, Access, PowerPoint, Financial Modeling, MS Excel Pivot Tables, Department Budgeting, Cash Flow Forecasting, Trend Analysis, Fiscal Impact Analysis, Fiscal Policy, Legislative Research, Data Mining, Excel Models, Spreadsheets, Workforce Planning, Reporting & Analysis, Data Extraction, Analytics, Interpersonal Skills, Relationship Building, Data Reconciliation, Capital Project Analysis, Report Writing, Government, Analysis

Education
Humphrey School of Public Affairs   2014 — 2014
MnDOT Leadership Foundations

University of Minnesota - Carlson School of Management   2001 — 2004
BS, Marketing, 3.66 GPA

Gregory Voetberg Gregory Voetberg Greater Seattle Area Details
Gregory Voetberg's Ameriprise Financial Advisors Experience January 2006 - January 2009
Job Financial Advisor at Ameriprise Financial Services Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Arcadia Reports   January 2009 - Present
Ameriprise Financial Advisors   January 2006 - January 2009

Education
Oregon State University   1978 — 1983
B.S., Business Administration

Marty Alterman Marty Alterman Greater Minneapolis-St. Paul Area Details
Marty Alterman's Ameriprise Financial Advisors Experience April 2000 - Present
Job Website Tech Lead for Corporate Communications Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors   April 2000 - Present
OpenText Core   2006 - September 2011
Ameriprise Financial  April 2000 - May 2006
American Express Financial Advisors  1994 - 2006
American Express Brokerage   1994 - 2006
ACI Worldwide  May 1988 - July 1992

Skills
Business Analysis, Web Services, Information Architecture, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Portals, IT Strategy, Agile Methodologies, Solution Architecture, Vendor Management, Business Architecture, Software Project..., Visio

Education
Pace University   1985 — 1988
Master of Science (M.S.), Information Technology

New York University   1968 — 1969
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

Carl Consing Carl Consing San Francisco Bay Area Details
Carl Consing's Ameriprise Financial Advisors Experience March 2008 - Present
Job Paraplanner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   March 2008 - Present
Ameriprise Financial Advisors   January 2008 - February 2008
SDSU Research Foundation  October 2006 - May 2007

Education
San Diego State University-California State University   2003 — 2007
B.S., Finance

Kathy Napelenok Kathy Napelenok Raleigh-Durham, North Carolina Area Details
Kathy Napelenok's Ameriprise Financial Advisors Experience July 2007 - Present
Job Libraries Professional
Industry Libraries
Experience
Ameriprise Financial Advisors   July 2007 - Present
CompuChild Teacher   August 2007 - April 2008

Skills
Windows 7, Research, Teaching, Software Documentation, Access, Troubleshooting, Microsoft Office, Visio, Active Directory, Networking, SharePoint

Education
Georgia State University   2002 — 2004
M.L.M, Library Media Technology

Washington State University   1996 — 2000
B.S., General Humanities

Dean Neuharth Dean Neuharth Minneapolis, Minnesota Details
Dean Neuharth's Ameriprise Financial Advisors Experience 1992 - 1995
Job Life Insurance and Annuity Wholesaler
Industry Financial Services
Experience
Thrivent Financial for Lutherans  August 2012 - Present
Ameriprise Financial Services, Inc.   November 2010 - August 2012
John Hancock  1999 - 2001
Manulife Wood Logan  1999 - 2001
Fortis  1998 - 1999
Ameriprise Financial Advisors   1992 - 1995

Skills
Public Speaking, Fixed Annuities, Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, Retirement, Retirement Planning, Sales, Series 6, Wealth Management

Education
Minnesota State University, Moorhead   1986 — 1990
B.S., Finance

Logan Tiari Logan Tiari Greater Los Angeles Area Details
Logan Tiari's Ameriprise Financial Advisors Experience September 2006 - June 2008
Job Associate at O'Melveny & Myers LLP
Industry Law Practice
Experience
O'Melveny & Myers LLP   October 2012 - Present
O'Melveny & Myers LLP   May 2011 - July 2011
United States Court of Appeals  May 2010 - August 2010
Executive Office of the President - The White House  August 2008 - December 2008
Cushman & Wakefield  June 2008 - August 2008
Ameriprise Financial Advisors   September 2006 - June 2008

Education
Vanderbilt University Law School   2009 — 2012
JD

Georgetown University - The McDonough School of Business   2005 — 2009
BSBA, Finance, International Business

Poly

Conor Moloney, CPA Conor Moloney, CPA Greater Denver Area Details
Conor Moloney, CPA's Ameriprise Financial Advisors Experience September 2004 - October 2006
Job Project Manager at Icona Media Corp
Industry Consumer Services
Experience
Icona Media Corp   July 2015 - Present
SquareTwo Financial  July 2014 - June 2015
Protiviti  September 2011 - August 2014
New Business Solutions, LLC   February 2011 - September 2011
AZ Corporate & Personal Tax Services   January 2011 - May 2011
Colorado Gold Buyers, Inc   April 2010 - March 2011
CGOC, Inc   April 2009 - May 2010
Denver Magazine  January 2008 - February 2009
Internet Groove, Bal   October 2006 - January 2008
Ameriprise Financial Advisors   September 2004 - October 2006

Skills
Finance, Management, Investments, Business, Accounting, Auditing, Financial Reporting, Financial Analysis, GAAP, Forecasting, Sarbanes-Oxley, General Ledger, Internal Audit, Internal Controls, Start-ups

Education
University of Miami - School of Business   1999 — 2003
Bachelor of Business Administration (BBA), International Finance and Marketing

Notre Dame High School Baby!   1995 — 1999

Regis University   1900 — 1901
CPA Requirements, Accounting

Jeremy Westle Jeremy Westle Greater New York City Area Details
Jeremy Westle's Ameriprise Financial Advisors Experience June 2008 - June 2009
Job Consultant at Capco
Industry Financial Services
Experience
Capco  June 2014 - Present
J.P. Morgan   March 2013 - June 2014
J.P. Morgan   May 2011 - March 2013
JP Morgan Chase  August 2009 - May 2011
Ameriprise Financial Advisors   June 2008 - June 2009
Ameriprise Financial Advisors   June 2008 - June 2009
First Investors Corporation  January 2008 - February 2008

Skills
Series 63

Education
Hobart and William Smith Colleges
BA, History

Timothy Topolewski Timothy Topolewski Greater Detroit Area Details
Timothy Topolewski's Ameriprise Financial Advisors Experience 2001 - 2004
Job Manager at Perigee Mfg. Co., Inc.
Industry Automotive
Experience
Perigee Mfg. Co., Inc.   September 2004 - Present
Ameriprise Financial Advisors   2001 - 2004

Education
Michigan State University - The Eli Broad College of Business   1997 — 2001
Finance, Finance, Economics

Don Bachman Don Bachman Kansas City, Missouri Area Details
Don Bachman's Ameriprise Financial Advisors Experience June 2004 - Present
Job Business Analyst at H&R Block Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   June 2004 - Present

Education
Missouri Western State University   1987 — 1990
BSBA, Marketing

Laura Guischard Laura Guischard Washington D.C. Metro Area Details
Laura Guischard's Ameriprise Financial Advisors Experience 2005 - 2007
Job Enterprise Facilitator, Retail Bank Programs at PNC
Industry Professional Training & Coaching
Experience
PNC  March 2014 - Present
PNC Bank  January 2009 - February 2014
Ameriprise Financial  February 2007 - September 2008
Ameriprise Financial Advisors   2005 - 2007
Chancellor High School  2003 - 2005

Skills
Training, Marketing, Program Management, Leadership Development, Leadership, CRM, Employee Training, Human Resources, Management, Needs Analysis, Onboarding, Team Building, Budgets, Recruiting, Coaching, Public Speaking

Education
University of Maryland Baltimore County   2013 — 2015
M.P.S. Industrial/Organizational Psychology

Messiah College   1998 — 2002
BA, French w/ K-12 Teaching Certification

Université Marc Bloch (Strasbourg II)   2000 — 2001

Cindy (Kim) Ehret Cindy (Kim) Ehret Greater Atlanta Area Details
Cindy (Kim) Ehret's Ameriprise Financial Advisors Experience September 2008 - Present
Job Anesthesiologist Assistant at University of New Mexico Hospital
Industry Hospital & Health Care
Experience
University of New Mexico Hospital  November 2014 - Present
Ameriprise Financial Advisors   September 2008 - Present
St. Joseph's Hospital   April 2010 - July 2012
Lakhani Investments Inc.   February 2003 - September 2008

Skills
Project Management, Microsoft Excel, Financial Analysis, Retirement Planning, Process Improvement, Patient Safety, Patient Support, Direct Patient Care, Quality Patient Care, Cpr Certified, Certified EKG Technician, Patient Reported..., Strategy

Education
Georgia Institute of Technology   1998 — 2002
B.S., Industrial Engineering

Mary Avina Mary Avina Houston, Texas Area Details
Mary Avina's Ameriprise Financial Advisors Experience 2008 - 2008
Job Director of Marketing and Development at Crossroads School, Inc.
Industry Education Management
Experience
Crossroads School, Inc.   July 2013 - Present
Falcon Management   August 2011 - July 2013
Spring Branch ISD  August 2009 - July 2011
NAEP/Westat   December 2008 - December 2009
Ameriprise Financial Advisors   2008 - 2008
Spring Branch ISD  2006 - 2008
Saint Francis Episcopal Day School   2005 - 2007
Houston ISD  2000 - 2006
Bank of America  1981 - 1998
Bank One  1979 - 1981

Skills
Classroom Instruction, Curriculum Design, Teacher Training, Teaching, Staff Development, MS Office Suite, Customer Service, Project Coordination, Disaster Recovery, Classroom, Elementary Education, Microsoft Office, Fundraising, Team Building, Curriculum Development, Educational Leadership, Community Outreach, Volunteer Management, Public Speaking, Nonprofits, Program Development, Event Planning

Education
University of St. Thomas (TX)   2000 — 2002
Bilingual Education

Northern Arizona University   1975 — 1979
BSBA, Management/Spanish

Andrew Lucking, CFP® Andrew Lucking, CFP® Greater Minneapolis-St. Paul Area Details
Andrew Lucking, CFP®'s Ameriprise Financial Advisors Experience December 2004 - September 2005
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services  September 2005 - Present
Ameriprise Financial Advisors   December 2004 - September 2005
Piper Jaffray  2001 - 2003

Skills
Strategic Financial..., Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Financial Advisory, High Net Worth..., Series 63, Investment Strategies, Mutual Funds, Securities, Finance, Series 65, Financial Planning, Retirement

Education
Minnesota State University, Mankato   2007 — 2008
Certificate in Financial Planning

University of St. Thomas   2000 — 2004
BA, Finance/Ecomonics

Hastings high school

Cody Johnson, CRPC® Cody Johnson, CRPC® Greater Minneapolis-St. Paul Area Details
Cody Johnson, CRPC®'s Ameriprise Financial Advisors Experience March 2009 - March 2010
Job Retirement Planning Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Ameriprise Financial Services, Inc.   March 2010 - February 2012
Ameriprise Financial Advisors   March 2009 - March 2010
Ameriprise Financial Services, Inc.   September 2008 - March 2009
Ameriprise Financial Services, Inc.   February 2005 - September 2008
Community First Bankshares  July 2003 - February 2005

Skills
Retirement Planning, Strategic Financial..., Strategy, Retirement, Finance, Financial Advisory, Business Planning, CRM, Financial Planners, Management, Business Development, High Net Worth..., FINRA, Financial Goals, Microsoft Excel, Wealth Management, Series 7, Investments

Education
North Dakota State University   1999 — 2003
Business Administration, Finance and Economics

Steven J. Ridgewell, PMP Steven J. Ridgewell, PMP Greater Boston Area Details
Steven J. Ridgewell, PMP's Ameriprise Financial Advisors Experience 1991 - 1995
Job Principal Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2007 - Present
Fidelity Investments  1998 - 2006
Ameriprise Financial Advisors   1991 - 1995

Skills
Vendor Management, Process Improvement, Financial Services, Project Management, Defined Benefit, Requirements Gathering, Business Analysis, Outsourcing, SDLC, Leadership, CRM, Employee Benefits, Management, Pensions, Relationship Management, Software Project..., Strategy, Visio

Education
Rhode Island College   1986 — 1991
BS, Business Management

Cindy Spinning Cindy Spinning Houston, Texas Area Details
Cindy Spinning's Ameriprise Financial Advisors Experience January 2009 - Present
Job Paraplanner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   January 2009 - Present
Ameriprise Financial  March 2006 - Present
Ameriprise Financial  March 2006 - January 2009

Education
Nova Southeastern University   2002 — 2003
BPM, Business

Joe Ablaza Joe Ablaza Houston, Texas Area Details
Joe Ablaza's Ameriprise Financial Advisors Experience 2004 - 2008
Job Vice President Operations at (Confidential)
Industry Oil & Energy
Experience
Confidential  January 2014 - Present
USAA  2011 - 2013
Signal Hill FInancial   2010 - 2011
People's Trust Federal Credit Union  2010 - 2011
The Principal Financial Group  2008 - 2010
Ameriprise Financial Advisors   2004 - 2008
Duncan Aviation  1998 - 2004
United States Air Force  1992 - 1998

Skills
Retirement Planning, Retirement, Series 7, 401k, IRAs, Wealth Management, Insurance, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Mutual Funds, Estate Planning, Series 63, Series 65, Life & Health Insurance..., Securities, Project Management, Personnel Management, Benefits Administration, Purchasing Negotiation, Purchase Management, Purchasing Processes, International Business, International..., International Logistics, Financial Planning, Management, Finance, Leadership, Marketing, Sales, Strategic Planning

Education
Rice University   2012 — 2012
Certified Financial Planner™ Certification Education Program

University of Houston-Downtown   2006 — 2010
Undergrad, Finance

Brian Vail, CFP, MBA, APMA,CLU®, ChFC® Brian Vail, CFP, MBA, APMA,CLU®, ChFC® Greater New York City Area Details
Brian Vail, CFP, MBA, APMA,CLU®, ChFC®'s Ameriprise Financial Advisors Experience September 1996 - Present
Job Private Wealth Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   September 1996 - Present

Skills
Finance

Education
New York University   1985 — 1987
MBA, Finance

Andy Schink Andy Schink Greater Pittsburgh Area Details
Andy Schink's Ameriprise Financial Advisors Experience August 2004 - December 2009
Job Registered Representative at Lincoln Financial Securities Corporation (Member SIPC)
Industry Financial Services
Experience
BCR Financial   December 2009 - Present
Lincoln Financial Securities Corp. (member SIPC)   2009 - Present
Ameriprise Financial Advisors   August 2004 - December 2009
Ameriprise Financial  August 2004 - December 2009
Ameriprise  2005 - 2009
Auberle  1995 - 2005

Skills
Series 24, Investments, Retirement Planning, Finance, Series 7, Retirement, Mutual Funds, Asset Allocation, 401k, Financial Planning, Estate Planning, Investment Advisory, Securities, Wealth Management, Asset Management, Insurance, Investment Strategies, Financial Advisory, Personal Financial..., Portfolio Management, Retirement Income..., IRA's, Saving for Education, Long Term Care, Disability Insurance, Charitable Giving, Annuities, Series 66, Insurance Planning, Roth IRA, Wealth, Wealth Preservation..., Wealth Accumulation, Wealth Transfer, Annuity, Wealth Preservation, Financial Advice, Investment Products, CRPC, ETFs, Life Insurance, Investment Management, Separately Managed..., 401k Rollovers, Equities, 529 Plans, Variable Annuities, College Savings Plans, High Net Worth...

Education
Indiana University of Pennsylvania   1993 — 1997
Bachelor

Frederick H. Cross, APMA, CRPC Frederick H. Cross, APMA, CRPC Greater Detroit Area Details
Frederick H. Cross, APMA, CRPC's Ameriprise Financial Advisors Experience August 2000 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 2000 - Present

Education
Lawrence Technological University   1990 — 1996
BS, Elecrtrical Engineering

Patricia Jewelle Patricia Jewelle Greater Minneapolis-St. Paul Area Details
Patricia Jewelle's Ameriprise Financial Advisors Experience August 2009 - Present
Job Administrative Assistant at KPMG
Industry Financial Services
Experience
KPMG  August 2014 - Present
Ameriprise Financial Advisors   August 2009 - Present
Ameriprise Financial Services  April 2008 - Present
Ameriprise Financial Services, Inc.   July 2000 - Present
Ameriprise Financial Services, Inc.   July 2000 - Present
Ameriprise Financial Services, Inc.   July 2000 - Present
Ameriprise Financial Services, Inc.   July 2000 - August 2014
Ameriprise Financial  February 2002 - May 2008
Ameriprise Financial Services, Inc.   July 2000 - July 2001
HOM Furniture  May 1997 - July 2000

Skills
Administrative..., Calendars, Lotus Notes, Microsoft Word, Microsoft Excel, Management, Human Resources, Accounting, Administrative...

Education
Minnesota School of Business   2004 — 2005
diploma, Certified Massage Therapist

Frank B Kellogg

Lakewood Community College
General Studies

Minnesota School of Business
Post, Secondary Education

Clara Chu Clara Chu Greater New York City Area Details
Clara Chu's Ameriprise Financial Advisors Experience April 2000 - March 2007
Job Director of Franchise Implementation at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial  April 2007 - March 2009
Ameriprise Financial Advisors   April 2000 - March 2007

Education
Queens College   1967 — 1971
BA, Industrial Psychology

Timothy J. McGee CFP®, ChFC®, CLU®, CFS® Timothy J. McGee CFP®, ChFC®, CLU®, CFS® Greater Philadelphia Area Details
Timothy J. McGee CFP®, ChFC®, CLU®, CFS®'s Ameriprise Financial Advisors Experience June 1988 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   June 1988 - Present
Ameriprise Financial  1988 - Present
Ameriprise Financial Services, Inc.   1988 - 2011

Education
Penn State University
BS, Finance

Sarah Kaarto Sarah Kaarto Portland, Oregon Area Details
Sarah Kaarto's Ameriprise Financial Advisors Experience May 1998 - May 2005
Job Owner, EJK Management
Industry Real Estate
Experience
EJK Management   June 2005 - Present
Ameriprise Financial Advisors   May 1998 - May 2005

Education
Northern Michigan University   1993 — 1998
Bachelor, Office Systems

Kyle Sand, CIMA Kyle Sand, CIMA Greater New York City Area Details
Kyle Sand, CIMA's Ameriprise Financial Advisors Experience May 2004 - February 2006
Job AVP, Relationship Manager RIA/Private Bank at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  April 2012 - Present
Allianz Global Investors  May 2010 - April 2012
Allianz Global Investors  February 2006 - March 2011
Ameriprise Financial Advisors   May 2004 - February 2006

Skills
Mutual Funds, Asset Allocation

Education
Nazareth College
B.S., Business Administration

Michael Bulgarella Michael Bulgarella Greater Detroit Area Details
Michael Bulgarella's Ameriprise Financial Advisors Experience October 2008 - October 2009
Job Buyer at General Motors
Industry Financial Services
Experience
General Motors LLC.  June 2010 - Present
Ameriprise Financial Advisors   October 2008 - October 2009
Friar's Kitchen & Bakery   May 2005 - October 2008
Blue Cross Blue Shield of Michigan  June 2004 - December 2004

Skills
Management, Supply Management, Supply Chain Management, Strategic Sourcing, Process Improvement, Microsoft Office, Customer Service, Budgets, Analysis, Sales

Education
Walsh College of Accountancy and Business Administration   2011 — 2014
Master of Business Administration (MBA), Master of Science Finance (MSF)

Walsh College   2005 — 2007
Bachelor of Business Administration, Finance

Macomb Community College   2002 — 2005
Associate, General Studies

Amanda LaForge Amanda LaForge Sarasota, Florida Area Details
Amanda LaForge's Ameriprise Financial Advisors Experience September 2009 - August 2010
Job Volunteer Services Program Associate at The John and Mable Ringling Museum of Art
Industry Performing Arts
Experience
The John and Mable Ringling Museum of Art  August 2011 - Present
PURE Sarasota   2010 - Present
Asolo Repertory Theatre  2010 - 2011
Ameriprise Financial Advisors   September 2009 - August 2010
Ringling College of Art and Design  2010 - 2010
Players of Sarasota   2009 - 2009
Company One  2009 - 2009
Imaginary Beasts   2008 - 2009

Education
Ithaca College   2004 — 2008
BA, Theatre Arts

Griffith University   2007 — 2007

Booker High School

Michael P. Orihel Michael P. Orihel Greater Philadelphia Area Details
Michael P. Orihel's Ameriprise Financial Advisors Experience May 2006 - September 2007
Job Investment Management at BlackRock
Industry Financial Services
Experience
BlackRock  June 2012 - Present
Morgan Stanley Smith Barney  February 2009 - June 2012
Merrill Lynch  October 2008 - January 2009
Baltimore Mariners   February 2008 - July 2008
Ameriprise Financial Advisors   May 2006 - September 2007

Skills
Financial Planning, Investments, Wealth Management, Comprehensive Planning, Comprehensive Wealth..., Asset Management, Retirement Planning, Financial Advisory, Portfolio Management, Estate Planning, Financial Analysis, Retirement Services, Asset Managment, Small Business, Public Speaking, 401 K Rollovers, Mutual Funds, Alternative Investments, Long Term Care, Fixed Income, Equities, Insurance, Series 7, Series 66, Strategic Financial...

Education
Rowan University   2002 — 2006
BS

University of New Hampshire -- Peter T. Paul College of Business and Economics   2001 — 2002

Paul Yurachek Paul Yurachek Washington D.C. Metro Area Details
Paul Yurachek's Ameriprise Financial Advisors Experience August 1989 - Present
Job Private Wealth Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   August 1989 - Present
Laventhol and Horvath   July 1985 - April 1987
Internal Revenue Service  June 1968 - June 1985

Skills
Financial Advisory, Tax

Education
George Mason University School of Law   1976 — 1980
JD, Law

William & Mary   1964 — 1968
BA, Accounting

Benedictine High School   1960 — 1964

Robert Nowe Robert Nowe Columbus, Ohio Area Details
Robert Nowe's Ameriprise Financial Advisors Experience July 1994 - Present
Job Fiancial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors   July 1994 - Present

Education
Miami University   1981 — 1984
B.S., Accounting

Amy Duke Amy Duke Shreveport, Louisiana Area Details
Amy Duke's Ameriprise Financial Advisors Experience June 2002 - May 2006
Job Internal Audit Manager
Industry Banking
Experience
Barksdale Federal Credit Union  June 2013 - Present
Barksdale Federal Credit Union  August 2010 - May 2013
Barksdale Federal Credit Union  May 2006 - July 2010
Ameriprise Financial Advisors   June 2002 - May 2006

Skills
Internal Audit, Internal Controls, Auditing, Accounting, Banking, Account Reconciliation, General Ledger

Education
Louisiana State University in Shreveport   2002 — 2006
Bachelor's, Business Management/Human Resources

Lawrence Violette Lawrence Violette Mclean, Virginia Details
Lawrence Violette's Ameriprise Financial Advisors Experience February 2007 - July 2008
Job Sales Agency
Industry Insurance
Experience
Aflac  June 2015 - Present
Joseph A Bank  January 2015 - Present
Home Depot  March 2014 - January 2015
Capitol Financial Partners  April 2013 - January 2014
New York Life Insurance Company  September 2008 - March 2013
NYLife Securities  September 2008 - March 2013
Ameriprise Financial Advisors   February 2007 - July 2008
Catholic Diocese of Arlington  May 1993 - April 2008

Skills
Retirement, Fixed Annuities, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Financial Planners, Long Term Care Insurance, Portfolio Management, Financial Services, Securities, Whole Life, Finance, Employee Benefits, High Net Worth..., Retirement Planning, Estate Planning, IRAs, Long-term Care, Insurance

Education
Saint Charles Borromeo Seminary   1989 — 1993
M.A., M.Div., B.A., Theology and Philosophy

George Mason University   1985 — 1987
Business and Philosophy

Shawn Van Winkle Shawn Van Winkle Mankato, Minnesota Details
Shawn Van Winkle's Ameriprise Financial Advisors Experience February 2005 - November 2005
Job Law Enforcement hopeful
Industry Law Enforcement
Experience
Mankato Public Safety Center   April 2013 - Present
Premier Security  August 2012 - August 2013
Wells Fargo Bank  June 2012 - August 2012
MN PERA   November 2005 - April 2012
Ameriprise Financial Advisors   February 2005 - November 2005
U.S. Bancorp Investment   February 2004 - February 2005
Prudential Financial Advisors   September 2003 - February 2004
IOF of Foresters   December 2002 - September 2003

Skills
Investments, Retirement Planning, Defensive Tactic..., ASP Handcuff certified, ASP Baton certified, FEMA National Incident..., FEMA Incident Command...

Education
Minnesota State University, Mankato   2008 — 2013
Bachelor of Science (B.S.), Law Enforcement, 3.75

Minnesota State University
Associates of Arts, Liberal Studies

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