Ameriprise Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: RiverSource, RiverSource Distributors Inc,
Ameriprise Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Advisors Salaries. You can even request information on how much does Ameriprise Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
438 Ameriprise Financial Advisors employees in database. Find out everything there's to know about Ameriprise Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Advisors Employees
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
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
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
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
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
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.
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
Ameriprise Financial Advisors December 1997 - Present
Education
Purdue University 1990 — 1995
OLS
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
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
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
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
Ameriprise Financial Advisors September 1991 - Present
Education
Stonehill College 1987 — 1990
BS, Business Administration
Massasoit Community College 1980 — 1987
Associate's degree, Business Administration
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
Ameriprise Financial Advisors August 2001 - Present
Education
Kentucky Wesleyan College 1997 — 2001
Bachelor, Business Administration
Union County High School 1993 — 1997
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
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
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
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
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
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
Ameriprise Financial Advisors 2003 - Present
Scudder Investments 1997 - 2002
Scudder Investments 1992 - 1997
Education
Radford University 1986 — 1990
BBA, Business Management
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
Ameriprise Financial Advisors February 2010 - Present
Merrill Lynch 2008 - 2009
Monarch Financial Services, LLC April 2004 - February 2008
Education
Iowa State University 2001 — 2004
Ameriprise Financial Advisors December 1998 - Present
Education
Merrimack College 1989 — 1990
Management, Business
Ameriprise Financial Advisors 1988 - Present
Education
Saint Mary's University of Minnesota 1976 — 1980
BA, Criminal justice
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
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
Ameriprise Financial Advisors August 2002 - Present
Education
Minnesota State University, Mankato 1999 — 2001
BA, Finance
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
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
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
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
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
Ameriprise Financial Advisors 1999 - Present
Education
Northeastern State University 1985 — 1990
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Advisors June 2000 - Present
Education
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Finance
Bermudian Springs High School 1992 — 1996
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
Ameriprise Financial Advisors May 2003 - Present
Education
Portland State University 1989 — 1992
Bachelor's of Science, Marketing with a minor in Psychology.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Advisors September 2007 - Present
Ameriprise Financial Advisors May 2005 - September 2007
Education
George Fox University 2001 — 2005
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
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
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
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
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
Ameriprise Financial Advisors June 1999 - Present
Education
Purdue University - Krannert School of Management 1993 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Ameriprise Financial Services, Inc June 2004 - Present
Ameriprise Financial Advisors 2004 - Present
Education
Indiana State University 1989 — 1993
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
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
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
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 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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Advisors June 2004 - Present
Education
Missouri Western State University 1987 — 1990
BSBA, Marketing
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
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
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
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
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
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
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
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
Ameriprise Financial Advisors September 1996 - Present
Skills
Finance
Education
New York University 1985 — 1987
MBA, Finance
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
Ameriprise Financial Advisors August 2000 - Present
Education
Lawrence Technological University 1990 — 1996
BS, Elecrtrical Engineering
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
Ameriprise Financial April 2007 - March 2009
Ameriprise Financial Advisors April 2000 - March 2007
Education
Queens College 1967 — 1971
BA, Industrial Psychology
Ameriprise Financial Advisors June 1988 - Present
Ameriprise Financial 1988 - Present
Ameriprise Financial Services, Inc. 1988 - 2011
Education
Penn State University
BS, Finance
EJK Management June 2005 - Present
Ameriprise Financial Advisors May 1998 - May 2005
Education
Northern Michigan University 1993 — 1998
Bachelor, Office Systems
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
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
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
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
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
Ameriprise Financial Advisors July 1994 - Present
Education
Miami University 1981 — 1984
B.S., Accounting
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
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
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