Ameriprise Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: RiverSource, RiverSource Distributors Inc,
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Ameriprise Financial Advisors Employees
Employee
Years
Job
Industry
Richard Chad Waits Richard Chad Waits's Ameriprise Financial Advisors Experience 2001 - March 2010
Job Financial Advisor at Sunbelt Securities, Inc.
Industry Financial Services
Experience
Sunbelt Securities, Inc. March 2010 - Present
Ameriprise Financial Advisors 2001 - March 2010
Telescan Inc. 1996 - 2001
Skills
Comprehensive Wealth..., Retirement Planning, Investments, Investment Advisory, Asset Allocation, Saving for Education, Financial Planning, Series 7, Estate Planning, Retirement Income..., Series 66, Wealth Management, Securities, Bonds, 401k, Wealth Accumulation, Investment Strategies, Personal Finance, Insurance Planning, Alternative Investments, Financial Advisory
Education
University of Houston 1996 — 2001
Finance
Spring Woods High School 1990 — 1994
Sunbelt Securities, Inc. March 2010 - Present
Ameriprise Financial Advisors 2001 - March 2010
Telescan Inc. 1996 - 2001
Skills
Comprehensive Wealth..., Retirement Planning, Investments, Investment Advisory, Asset Allocation, Saving for Education, Financial Planning, Series 7, Estate Planning, Retirement Income..., Series 66, Wealth Management, Securities, Bonds, 401k, Wealth Accumulation, Investment Strategies, Personal Finance, Insurance Planning, Alternative Investments, Financial Advisory
Education
University of Houston 1996 — 2001
Finance
Spring Woods High School 1990 — 1994
Mark Sanman Mark Sanman's Ameriprise Financial Advisors Experience December 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors December 1999 - Present
Education
University of Northern Iowa
BA, Management-Finance Emphasis
Ameriprise Financial Advisors December 1999 - Present
Education
University of Northern Iowa
BA, Management-Finance Emphasis
Paige Endres Paige Endres's Ameriprise Financial Advisors Experience January 2008 - January 2009
Job Corporate Reviewer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Ameriprise Financial Services, Inc. October 2009 - February 2013
Ameriprise Financial February 2009 - July 2009
Ameriprise Financial Advisors January 2008 - January 2009
Ameriprise Financial Advisors October 2006 - November 2007
Ameriprise Financial July 2005 - October 2006
Ameriprise Financial March 2004 - July 2005
Ameriprise Financial June 2003 - March 2004
Education
The University of North Dakota 2000 — 2002
M.A., Mass Communication
The University of North Dakota 1997 — 2000
B.A., Mass Communication
Nicholas Faraguna Nicholas Faraguna's Ameriprise Financial Advisors Experience 2006 - 2007
Job Trust Officer at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group October 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo April 2011 - December 2012
US Trust April 2008 - December 2010
Ameriprise Financial Advisors 2006 - 2007
Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts
Education
The University of Connecticut 2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science
Fiduciary Trust Company International May 2015 - Present
Fiduciary Trust Company International via Solomon Page Group October 2014 - May 2015
Wells Fargo January 2013 - September 2014
Wells Fargo April 2011 - December 2012
US Trust April 2008 - December 2010
Ameriprise Financial Advisors 2006 - 2007
Skills
Wealth Management, Strategy, Financial Services, Retirement Planning, Estate Planning, Investments, Asset Managment, Financial Advisory, Finance, Credit, Strategic Financial..., Risk Management, Asset Management, Financial Planning, Portfolio Management, Asset Allocation, Management, Trusts
Education
The University of Connecticut 2001 — 2005
Bachelor in the College of Liberal Arts, Economics, Business Administration and Political Science
Jeffrey Scales Jeffrey Scales's Ameriprise Financial Advisors Experience 1988 - November 2005
Job Managing Principal at JSA Financial Group
Industry Financial Services
Experience
JSA Financial Group November 2005 - Present
Riverkeeper February 2015 - 2015
Bard College Center for Environmental Policy 2013 - 2015
Ameriprise Financial Advisors 1988 - November 2005
Education
The University of New Mexico
MBA, Finance
JSA Financial Group November 2005 - Present
Riverkeeper February 2015 - 2015
Bard College Center for Environmental Policy 2013 - 2015
Ameriprise Financial Advisors 1988 - November 2005
Education
The University of New Mexico
MBA, Finance
Alexandra Desfosses Alexandra Desfosses's Ameriprise Financial Advisors Experience August 2004 - August 2006
Job Learning Specialist at Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts November 2011 - Present
Blue Cross Blue Shield of Massachusetts December 2010 - November 2011
Blue Cross Blue Shield of Massachusetts June 2010 - December 2010
XOS Technologies February 2009 - December 2009
CN8, Comcast Network 2006 - 2008
Ameriprise Financial Advisors August 2004 - August 2006
Skills
Customer Service, Event Planning, Leadership, Microsoft Office, Outlook, Performance Management, Process Improvement, Project Management, Social Media, Data Analysis, Leadership Development
Education
University of New Hampshire 1997 — 2001
English, English Language and Literature, General
Blue Cross Blue Shield of Massachusetts November 2011 - Present
Blue Cross Blue Shield of Massachusetts December 2010 - November 2011
Blue Cross Blue Shield of Massachusetts June 2010 - December 2010
XOS Technologies February 2009 - December 2009
CN8, Comcast Network 2006 - 2008
Ameriprise Financial Advisors August 2004 - August 2006
Skills
Customer Service, Event Planning, Leadership, Microsoft Office, Outlook, Performance Management, Process Improvement, Project Management, Social Media, Data Analysis, Leadership Development
Education
University of New Hampshire 1997 — 2001
English, English Language and Literature, General
John Todaro's Ameriprise Financial Advisors Experience 2008 - 2009
Job Red Bull Account Manager at Crescent Crown Distributing
Industry Food & Beverages
Experience
Crescent Crown Distributing July 2012 - Present
NOLA Trucking May 2012 - July 2012
at&t October 2007 - May 2012
Ameriprise Financial Advisors 2008 - 2009
SC Kiosks 2003 - 2007
Intertek Caleb Brett 1998 - 2000
Skills
Basic Programming, Customer Satisfaction, Customer Relations, Retail, Research, Telecommunications, Team Building, Teamwork, Team Oriented, Building Relationships, Client Relationship..., Customer Experience, Customer Loyalty, Data Mining, Data Entry, Recruitment/Retention, Brand Loyalty, Customer Service, Team-oriented, CRM, Sales, Customer Retention, Programming, Account Management, Leadership, Strategic Planning, Sales Management, Sales Process, Marketing, Management, Microsoft Office, Social Networking, Recruiting
Education
University of New Orleans 2001 — 2008
B.A. in Business Administration w/ Computer Science Option, Minors in Marketing & Management
De La Salle High School 1996 — 2000
Diploma, General Studies
Crescent Crown Distributing July 2012 - Present
NOLA Trucking May 2012 - July 2012
at&t October 2007 - May 2012
Ameriprise Financial Advisors 2008 - 2009
SC Kiosks 2003 - 2007
Intertek Caleb Brett 1998 - 2000
Skills
Basic Programming, Customer Satisfaction, Customer Relations, Retail, Research, Telecommunications, Team Building, Teamwork, Team Oriented, Building Relationships, Client Relationship..., Customer Experience, Customer Loyalty, Data Mining, Data Entry, Recruitment/Retention, Brand Loyalty, Customer Service, Team-oriented, CRM, Sales, Customer Retention, Programming, Account Management, Leadership, Strategic Planning, Sales Management, Sales Process, Marketing, Management, Microsoft Office, Social Networking, Recruiting
Education
University of New Orleans 2001 — 2008
B.A. in Business Administration w/ Computer Science Option, Minors in Marketing & Management
De La Salle High School 1996 — 2000
Diploma, General Studies
Kevin Jewett Kevin Jewett's Ameriprise Financial Advisors Experience 2004 - 2008
Job Professional Sailor, Coach and Instructor Trainer
Industry Sports
Experience
North Sails One Design October 2014 - Present
Sea & Caye, LLC 2012 - Present
US Sailing March 2009 - Present
Geneva Lake Sailing School 2008 - September 2012
University of Wisconsin 2006 - 2010
Ameriprise Financial Advisors 2004 - 2008
Skills
Public Speaking, Strategic Planning, Teaching, Team Building, Tactics, Logistics, Business Planning, Olympic Class Sailor, Volunteer Management, Marketing Communications, Writing, Olympic, Coaching, Spanish, Program Management, Management, Leadership, Training, PowerPoint, Analysis, Sports, Event Management, Sailing, Event Planning, Program Development, Nonprofits
Education
St. Mary's College of Maryland 1992 — 1996
Bachelor of Arts, Economics
North Sails One Design October 2014 - Present
Sea & Caye, LLC 2012 - Present
US Sailing March 2009 - Present
Geneva Lake Sailing School 2008 - September 2012
University of Wisconsin 2006 - 2010
Ameriprise Financial Advisors 2004 - 2008
Skills
Public Speaking, Strategic Planning, Teaching, Team Building, Tactics, Logistics, Business Planning, Olympic Class Sailor, Volunteer Management, Marketing Communications, Writing, Olympic, Coaching, Spanish, Program Management, Management, Leadership, Training, PowerPoint, Analysis, Sports, Event Management, Sailing, Event Planning, Program Development, Nonprofits
Education
St. Mary's College of Maryland 1992 — 1996
Bachelor of Arts, Economics
Christopher Mallia Christopher Mallia's Ameriprise Financial Advisors Experience 2004 - 2005
Job North America Channel Rebates & Incentives Manager at Dell
Industry Information Technology and Services
Experience
Dell July 2006 - Present
Dell October 2008 - July 2012
Dell September 2007 - October 2008
Dell May 2007 - August 2007
Dell July 2006 - April 2007
Spherion November 2005 - July 2006
Ameriprise Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2005
Skills
Sales Support, Channel, Customer Experience, Sales Presentations, Multichannel Strategy, Microsoft Excel, Data Analysis, Sales Management, Financial Modeling, Sales Operations, Multi-channel Marketing, Leadership, Management, Customer Satisfaction, Sales, Process Improvement, Account Management, Call Centers, Channel Partners, Program Management, Strategy, Solution Selling, Cross-functional Team..., Project Management, Direct Sales, Sales Process, Team Building, Product Management, Product Marketing, Training, CRM, SaaS, Enterprise Software, Business Development, Cloud Computing, Partner Management, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Finance, Business
Dell July 2006 - Present
Dell October 2008 - July 2012
Dell September 2007 - October 2008
Dell May 2007 - August 2007
Dell July 2006 - April 2007
Spherion November 2005 - July 2006
Ameriprise Financial Advisors 2004 - 2005
American Express Financial Advisors 2004 - 2005
Skills
Sales Support, Channel, Customer Experience, Sales Presentations, Multichannel Strategy, Microsoft Excel, Data Analysis, Sales Management, Financial Modeling, Sales Operations, Multi-channel Marketing, Leadership, Management, Customer Satisfaction, Sales, Process Improvement, Account Management, Call Centers, Channel Partners, Program Management, Strategy, Solution Selling, Cross-functional Team..., Project Management, Direct Sales, Sales Process, Team Building, Product Management, Product Marketing, Training, CRM, SaaS, Enterprise Software, Business Development, Cloud Computing, Partner Management, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy
Education
Texas A&M University-Corpus Christi 1997 — 2001
BBA, Finance, Business
Jason Cooke, CFP® Jason Cooke, CFP®'s Ameriprise Financial Advisors Experience August 2007 - December 2009
Job Talon Financial Solutions
Industry Financial Services
Experience
Talon Financial Solutions February 2015 - Present
Peter Oldziey & Associates February 2014 - February 2015
MetLife Resources December 2009 - February 2014
Ameriprise Financial Advisors August 2007 - December 2009
The Star Group March 2003 - July 2007
Delaware State News October 2001 - March 2003
National Center for Victims of Crime September 1999 - June 2001
Skills
Finance, Investments, Asset Allocation, Retirement, Disability Insurance, Strategic Financial..., Estate Planning, Insurance, Small Business, Tax, Mutual Funds, Investment Advisory, Financial Services, Series 63, Series 6, Management, Wealth Management, Series 7, Retirement Planning, Project Planning, Securities, Fixed Annuities, Relationship Management, FINRA, IRAs, Mortgage Lending, 401k
Education
University of Delaware 2010 — 2011
Certificate in Financial Planning, B.A. Political Science
University of Delaware 1995 — 1999
BA, Political Science
Talon Financial Solutions February 2015 - Present
Peter Oldziey & Associates February 2014 - February 2015
MetLife Resources December 2009 - February 2014
Ameriprise Financial Advisors August 2007 - December 2009
The Star Group March 2003 - July 2007
Delaware State News October 2001 - March 2003
National Center for Victims of Crime September 1999 - June 2001
Skills
Finance, Investments, Asset Allocation, Retirement, Disability Insurance, Strategic Financial..., Estate Planning, Insurance, Small Business, Tax, Mutual Funds, Investment Advisory, Financial Services, Series 63, Series 6, Management, Wealth Management, Series 7, Retirement Planning, Project Planning, Securities, Fixed Annuities, Relationship Management, FINRA, IRAs, Mortgage Lending, 401k
Education
University of Delaware 2010 — 2011
Certificate in Financial Planning, B.A. Political Science
University of Delaware 1995 — 1999
BA, Political Science
Brandon J Miller CFP®, CLU®, MS, ADPA℠ Brandon J Miller CFP®, CLU®, MS, ADPA℠'s Ameriprise Financial Advisors Experience December 1999 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Advisors December 1999 - Present
Education
University of Colorado Boulder
Bachelor of Arts-1996
University of Kentucky
Masters of Science-1998
Ameriprise Financial Advisors December 1999 - Present
Education
University of Colorado Boulder
Bachelor of Arts-1996
University of Kentucky
Masters of Science-1998
Edward Nemec, CFP®, ChFC, CLU, CASL's Ameriprise Financial Advisors Experience August 1992 - July 2002
Job Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100 Company.
Industry Financial Services
Experience
New York Life/NYLIFE Securities, LLC November 2002 - Present
Ameriprise Financial Advisors August 1992 - July 2002
Skills
Financial Recruiting, Leadership, Motivational..., Organizational Vision, Motivational Speaking, Environment Creation, Development Coaching, Retention Management, Profit Optimization, Leadership Management, Leadership Development, Training Management, Management Development, Coaching
Education
University of Maryland Baltimore County 1989 — 1993
Bachelor of Science (B.S.), Economics
Mt. St. Joseph High School 1985 — 1989
New York Life/NYLIFE Securities, LLC November 2002 - Present
Ameriprise Financial Advisors August 1992 - July 2002
Skills
Financial Recruiting, Leadership, Motivational..., Organizational Vision, Motivational Speaking, Environment Creation, Development Coaching, Retention Management, Profit Optimization, Leadership Management, Leadership Development, Training Management, Management Development, Coaching
Education
University of Maryland Baltimore County 1989 — 1993
Bachelor of Science (B.S.), Economics
Mt. St. Joseph High School 1985 — 1989
Angela K Leger Angela K Leger's Ameriprise Financial Advisors Experience September 2008 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors September 2008 - Present
Lions Clubs International July 2013 - 2013
Houston Livestock Show and Rodeo March 2009 - 2013
Skills
Business Planning, Strategic Planning, Ability to Listen, Employee Benefits, Ethical Character, Protection Planning, Health Insurance, Insurance Broker/Agent, Business Strategy, Small Business Planning, Risk Management, Education Planning
Education
Tyler Junior College 1996 — 1997
Accounting, Finance, Computer Sciences
Ameriprise Financial Advisors September 2008 - Present
Lions Clubs International July 2013 - 2013
Houston Livestock Show and Rodeo March 2009 - 2013
Skills
Business Planning, Strategic Planning, Ability to Listen, Employee Benefits, Ethical Character, Protection Planning, Health Insurance, Insurance Broker/Agent, Business Strategy, Small Business Planning, Risk Management, Education Planning
Education
Tyler Junior College 1996 — 1997
Accounting, Finance, Computer Sciences
Angie Paradiso Angie Paradiso's Ameriprise Financial Advisors Experience March 1998 - May 2006
Job Realtor® * Licenced Real Estate Broker * Negotiating Real Estate Contracts * Real Estate Consulting * Strategic Planning
Industry Real Estate
Experience
Integrity Realty Solutions LLC May 2010 - Present
CNL Bank Wealth Management (New name in 2011 - "Wateroak Advisors") April 2007 - June 2009
Condo Connection LLC May 2006 - April 2007
Ameriprise Financial Advisors March 1998 - May 2006
Skills
Foreclosures, Property, Real Estate, Real Estate Transactions, Investors, Residential Homes, Investment Properties, Negotiation, Negotiating Contracts, Client Retention, Single Family Homes, Client Service, Relocation Buyers, Referrals, Sellers, Relocation, Home, Real Property, Short Sales, HUD, Investments, First Time Home Buyers, Buyer Representation, REO, Real Estate Financing, Buyers, Contract Negotiation, Luxury, Client Services, Customer Retention, New Home Sales, Sales, Condos
Education
University of Florida 1993 — 1997
Bachelor of Science
Osceola High School 1989 — 1993
Integrity Realty Solutions LLC May 2010 - Present
CNL Bank Wealth Management (New name in 2011 - "Wateroak Advisors") April 2007 - June 2009
Condo Connection LLC May 2006 - April 2007
Ameriprise Financial Advisors March 1998 - May 2006
Skills
Foreclosures, Property, Real Estate, Real Estate Transactions, Investors, Residential Homes, Investment Properties, Negotiation, Negotiating Contracts, Client Retention, Single Family Homes, Client Service, Relocation Buyers, Referrals, Sellers, Relocation, Home, Real Property, Short Sales, HUD, Investments, First Time Home Buyers, Buyer Representation, REO, Real Estate Financing, Buyers, Contract Negotiation, Luxury, Client Services, Customer Retention, New Home Sales, Sales, Condos
Education
University of Florida 1993 — 1997
Bachelor of Science
Osceola High School 1989 — 1993
Edward Kelly, CFP, CLU, ChFC Edward Kelly, CFP, CLU, ChFC's Ameriprise Financial Advisors Experience February 1986 - January 1999
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Ameriprise Financial 2012 - Present
Ameriprise Financial Services, Inc. 2000 - 2012
American Express Financial Advisors 1987 - 2000
Ameriprise Financial Advisors February 1986 - January 1999
Education
CSUDH 1979 — 1980
Masters Degree, Special Education
University of California, Los Angeles 1973 — 1975
Bachelor's Degree, English
Riviera, South High
Riviera, South High
Kate Hewell CFP®, AIF®, ADPA℠'s Ameriprise Financial Advisors Experience August 2004 - May 2005
Job Financial Planner/ Owner at Hewell Financial Group
Industry Financial Services
Experience
Hewell Financial Group January 2013 - Present
Laguna Financial Group October 2009 - January 2013
LPL June 2007 - January 2010
William Henry Crew III Wealth Management May 2005 - June 2007
Ameriprise Financial Advisors August 2004 - May 2005
Skills
Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Investment Advisory, Wealth Management, Investment Strategies, Strategic Financial..., Securities, Estate Planning, Alternative Investments, Financial Advisory, Asset Allocation, ETFs, IRAs, Life Insurance, Bonds, Fixed Income, Long-term Care, 529 Plans, Wealth Management..., Roth IRA, Series 65, 401k, Series 63, Portfolio Management, Uniform Combined State..., FINRA, Fixed Annuities, Series 6, Variable Annuities, Wealth, Finance, Asset Management, Financial Services, Risk Management, Insurance, Equities, Financial Planning, Investment Management
Education
Davis Sr. High School
University of California, Davis
BS, Animal Science and Management
Hewell Financial Group January 2013 - Present
Laguna Financial Group October 2009 - January 2013
LPL June 2007 - January 2010
William Henry Crew III Wealth Management May 2005 - June 2007
Ameriprise Financial Advisors August 2004 - May 2005
Skills
Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Investment Advisory, Wealth Management, Investment Strategies, Strategic Financial..., Securities, Estate Planning, Alternative Investments, Financial Advisory, Asset Allocation, ETFs, IRAs, Life Insurance, Bonds, Fixed Income, Long-term Care, 529 Plans, Wealth Management..., Roth IRA, Series 65, 401k, Series 63, Portfolio Management, Uniform Combined State..., FINRA, Fixed Annuities, Series 6, Variable Annuities, Wealth, Finance, Asset Management, Financial Services, Risk Management, Insurance, Equities, Financial Planning, Investment Management
Education
Davis Sr. High School
University of California, Davis
BS, Animal Science and Management
Jake Dunlap Jake Dunlap's Ameriprise Financial Advisors Experience July 2003 - January 2006
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2009 - July 2014
Ameriprise Financial January 2006 - February 2009
Ameriprise Financial Advisors July 2003 - January 2006
Ameriprise Financial Services, Inc. September 1997 - January 2003
RB&H June 1995 - June 1997
Skills
Leadership, Recruiting, Leadership Development, Financial Advisory, Finance, Time Management, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Securities
Education
Texas Tech University - Rawls College of Business 1992 — 1997
BA, Finance and Economics
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. 2009 - July 2014
Ameriprise Financial January 2006 - February 2009
Ameriprise Financial Advisors July 2003 - January 2006
Ameriprise Financial Services, Inc. September 1997 - January 2003
RB&H June 1995 - June 1997
Skills
Leadership, Recruiting, Leadership Development, Financial Advisory, Finance, Time Management, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Investments, Securities
Education
Texas Tech University - Rawls College of Business 1992 — 1997
BA, Finance and Economics
Eddie Zeiter Eddie Zeiter's Ameriprise Financial Advisors Experience April 2008 - Present
Job Financial Advisor/Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors April 2008 - Present
AG Edwards and Sons Inc February 2006 - June 2007
USE Credit Union June 2004 - September 2005
Education
University of California, Davis 2000 — 2005
Bachelor, Economic
Ameriprise Financial Advisors April 2008 - Present
AG Edwards and Sons Inc February 2006 - June 2007
USE Credit Union June 2004 - September 2005
Education
University of California, Davis 2000 — 2005
Bachelor, Economic
Alexi Katsetos Alexi Katsetos's Ameriprise Financial Advisors Experience May 2004 - August 2004
Job Owner at Moo Moo's Creamery
Industry Food & Beverages
Experience
Moo Moo's Creamery July 2011 - Present
KPMG LLP August 2006 - December 2008
NXP Semiconductors May 2005 - August 2005
AMERIPRISE FINANCIAL ADVISORS May 2004 - August 2004
Education
Syracuse University 2003 — 2007
Accounting, Martin J. Whitman School of Management
Moo Moo's Creamery July 2011 - Present
KPMG LLP August 2006 - December 2008
NXP Semiconductors May 2005 - August 2005
AMERIPRISE FINANCIAL ADVISORS May 2004 - August 2004
Education
Syracuse University 2003 — 2007
Accounting, Martin J. Whitman School of Management
Robert Lasher Robert Lasher's Ameriprise Financial Advisors Experience 1996 - 2000
Job Chief Credit Officer, Dolan Finance, LLC
Industry Financial Services
Experience
Dolan Finance, LLC February 2015 - Present
CBIZ MHM, LLC August 2013 - February 2015
Lasher & Associates January 2001 - January 2015
Nova Bank November 2011 - October 2012
FDIC August 2009 - August 2011
M & T Bank June 2006 - November 2007
Conestoga Bank June 2003 - June 2006
Ameriprise Financial Advisors 1996 - 2000
Beneficial National Bank 1991 - 1996
WSFS Bank 1989 - 1991
Skills
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business Lending, Credit Risk, Portfolio Management, Strategic Planning, Team Building, New Business Development, Underwriting, Process Improvement, Budgets, Financial Services, Relationship Management, Management, Loan Origination, Real Estate, Business Development, Asset Based Lending, Analysis, Career Development..., Career Counseling, Commercial Real Estate, Due Diligence, Corporate Finance, Training, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
State University of New York College at Fredonia
BS, Business Administration/Accounting
BNY Mellon
Formal Credit Training
Warren Area High School
Diploma, College Preparatory, Cum laude
Dolan Finance, LLC February 2015 - Present
CBIZ MHM, LLC August 2013 - February 2015
Lasher & Associates January 2001 - January 2015
Nova Bank November 2011 - October 2012
FDIC August 2009 - August 2011
M & T Bank June 2006 - November 2007
Conestoga Bank June 2003 - June 2006
Ameriprise Financial Advisors 1996 - 2000
Beneficial National Bank 1991 - 1996
WSFS Bank 1989 - 1991
Skills
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business Lending, Credit Risk, Portfolio Management, Strategic Planning, Team Building, New Business Development, Underwriting, Process Improvement, Budgets, Financial Services, Relationship Management, Management, Loan Origination, Real Estate, Business Development, Asset Based Lending, Analysis, Career Development..., Career Counseling, Commercial Real Estate, Due Diligence, Corporate Finance, Training, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
State University of New York College at Fredonia
BS, Business Administration/Accounting
BNY Mellon
Formal Credit Training
Warren Area High School
Diploma, College Preparatory, Cum laude
Paul Bandurski Paul Bandurski's Ameriprise Financial Advisors Experience May 2005 - March 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Thrivent Financial for Lutherans January 2010 - May 2012
Thrivent Financial for Lutherans May 2007 - January 2010
Ameriprise Financial Advisors May 2005 - March 2007
Ameriprise Financial Advisors April 2000 - April 2005
Skills
Leadership, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Wealth Management, Securities, Finance, Retirement, Asset Allocation
Education
The University of Texas at Arlington 1994 — 1998
BS, Biology
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Thrivent Financial for Lutherans January 2010 - May 2012
Thrivent Financial for Lutherans May 2007 - January 2010
Ameriprise Financial Advisors May 2005 - March 2007
Ameriprise Financial Advisors April 2000 - April 2005
Skills
Leadership, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Wealth Management, Securities, Finance, Retirement, Asset Allocation
Education
The University of Texas at Arlington 1994 — 1998
BS, Biology
Jon E. Drinkwater, CFP® Jon E. Drinkwater, CFP®'s Ameriprise Financial Advisors Experience July 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors July 2008 - Present
Education
University of Massachusetts, Amherst 1992 — 1996
B.A., Economics
Westfield High School 1988 — 1992
Ameriprise Financial Advisors July 2008 - Present
Education
University of Massachusetts, Amherst 1992 — 1996
B.A., Economics
Westfield High School 1988 — 1992
Beau Howard Beau Howard's Ameriprise Financial Advisors Experience May 2008 - June 2010
Job Private Wealth Manager
Industry Financial Services
Experience
Sunbelt Securities June 2010 - Present
Houston Livestock Show and Rodeo January 2006 - Present
West University Little League December 2010 - December 2012
Ameriprise Financial Advisors May 2008 - June 2010
Marsha's Sportswear January 2001 - December 2007
Skills
Asset Management, Retirement Planning, 401k Rollovers, Fund Of Funds, IRA's, Cash Flow Management, Business Planning, Stocks, Bonds, Limited Partnerships, Real Estate Investment, Master Limited..., Convertible Bonds, Alternative Investments, Wealth Accumulation, Private Equity, Private Placements, Wealth Transfer Planning, Private Wealth..., 1031 Exchanges, 1035 Exchange, Term Life Insurance, Cash Value Life..., Disability Insurance, ETFs, Trusts, Variable Annuities, Fixed Income, Fixed Annuities, 401k, Financial Planning, Series 7, Mutual Funds, Pensions, Options, Stock Options, Market Research, Strategic Planning, Series 66, Inheritance Tax Planning, Estate Tax Planning, Inheritance, Strategic Financial..., Asset Managment
Education
University of Houston 2004 — 2008
Bachelor, Consumer Science
University of Mary-Hardin Baylor 2003 — 2004
Bachelor's of Science, Computer Science
Bellaire High School 2000 — 2003
High School Diploma, High School Diploma
Sunbelt Securities June 2010 - Present
Houston Livestock Show and Rodeo January 2006 - Present
West University Little League December 2010 - December 2012
Ameriprise Financial Advisors May 2008 - June 2010
Marsha's Sportswear January 2001 - December 2007
Skills
Asset Management, Retirement Planning, 401k Rollovers, Fund Of Funds, IRA's, Cash Flow Management, Business Planning, Stocks, Bonds, Limited Partnerships, Real Estate Investment, Master Limited..., Convertible Bonds, Alternative Investments, Wealth Accumulation, Private Equity, Private Placements, Wealth Transfer Planning, Private Wealth..., 1031 Exchanges, 1035 Exchange, Term Life Insurance, Cash Value Life..., Disability Insurance, ETFs, Trusts, Variable Annuities, Fixed Income, Fixed Annuities, 401k, Financial Planning, Series 7, Mutual Funds, Pensions, Options, Stock Options, Market Research, Strategic Planning, Series 66, Inheritance Tax Planning, Estate Tax Planning, Inheritance, Strategic Financial..., Asset Managment
Education
University of Houston 2004 — 2008
Bachelor, Consumer Science
University of Mary-Hardin Baylor 2003 — 2004
Bachelor's of Science, Computer Science
Bellaire High School 2000 — 2003
High School Diploma, High School Diploma
Lois Wang, CFP®, CRPC® Lois Wang, CFP®, CRPC®'s Ameriprise Financial Advisors Experience August 2001 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNERTM practitioner
Industry Financial Services
Experience
Ameriprise Financial Advisors August 2001 - Present
Education
College for Financial Planning
University of California, Davis
BS Bachelor of Science
Ameriprise Financial Advisors August 2001 - Present
Education
College for Financial Planning
University of California, Davis
BS Bachelor of Science
Rustin Gortmaker Rustin Gortmaker's Ameriprise Financial Advisors Experience October 2006 - July 2009
Job VP, Inspector at Gortmaker Inspection Services, Inc
Industry Oil & Energy
Experience
Gortmaker Inspection Services, Inc. June 2006 - Present
Ameriprise Financial Advisors October 2006 - July 2009
Ouachita Baptist University May 1999 - August 2006
Rice University June 1997 - May 1999
Education
University of Houston 1997 — 1999
M.Ed., Administration - Sports and Fitness
Tarleton State University 1991 — 1996
BBA, Business Management
Gortmaker Inspection Services, Inc. June 2006 - Present
Ameriprise Financial Advisors October 2006 - July 2009
Ouachita Baptist University May 1999 - August 2006
Rice University June 1997 - May 1999
Education
University of Houston 1997 — 1999
M.Ed., Administration - Sports and Fitness
Tarleton State University 1991 — 1996
BBA, Business Management
Angus Lai Angus Lai's Ameriprise Financial Advisors Experience 2008 - 2008
Job Graduate Student at University of San Francisco
Industry Financial Services
Experience
University of San Francisco August 2009 - Present
Ameriprise Financial Advisors 2008 - 2008
Education
University of California, Los Angeles 2001 — 2006
University of San Francisco
University of San Francisco August 2009 - Present
Ameriprise Financial Advisors 2008 - 2008
Education
University of California, Los Angeles 2001 — 2006
University of San Francisco
Joel Matthews, MBA, ChFC, CRPC, CLU Joel Matthews, MBA, ChFC, CRPC, CLU's Ameriprise Financial Advisors Experience June 1996 - Present
Job Private Wealth Advisor / Business Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors June 1996 - Present
Education
University of Houston 1986 — 1990
BS, Psycholgy / Chemistry
University of St. Thomas (TX)
MBA, Finance
Ameriprise Financial Advisors June 1996 - Present
Education
University of Houston 1986 — 1990
BS, Psycholgy / Chemistry
University of St. Thomas (TX)
MBA, Finance
Dave Detjen, CFP's Ameriprise Financial Advisors Experience March 2002 - February 2005
Job Franchise Consultant at Ameriprise Financial Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial Advisors March 2002 - February 2005
IDS FInancial Services/American Express Financial Advisors 1989 - 1999
Education
University of Delaware 1977 — 1981
BA, Political Science/International Relations
Ameriprise Financial Services, Inc. 2007 - Present
Ameriprise Financial Advisors March 2002 - February 2005
IDS FInancial Services/American Express Financial Advisors 1989 - 1999
Education
University of Delaware 1977 — 1981
BA, Political Science/International Relations
Chris Ellingworth, PMP's Ameriprise Financial Advisors Experience 2000 - 2002
Job IT Project Manager at Federal Reserve Bank of Minneapolis
Industry Banking
Experience
Federal Reserve Bank of Minneapolis January 2012 - Present
Federal Reserve Bank of Minneapolis December 2009 - January 2012
Ameriprise Financial Services 2005 - May 2009
Ameriprise Financial 2002 - 2005
Ameriprise Financial Advisors 2000 - 2002
Skills
Project Management, Software Development..., Software Development..., Technology Project..., Relationship Management, Program Management, Business Requirements, Reporting and Metrics, Strategic Communications, Business Process..., Marketing, Recruiting, Metrics, SDLC, Strategy, Leadership, Cross-functional Team..., Management
Education
Lee Hecht Harrison 2009 — 2009
University of Minnesota-Twin Cities
Liberal Arts, Speech-Communications
Federal Reserve Bank of Minneapolis January 2012 - Present
Federal Reserve Bank of Minneapolis December 2009 - January 2012
Ameriprise Financial Services 2005 - May 2009
Ameriprise Financial 2002 - 2005
Ameriprise Financial Advisors 2000 - 2002
Skills
Project Management, Software Development..., Software Development..., Technology Project..., Relationship Management, Program Management, Business Requirements, Reporting and Metrics, Strategic Communications, Business Process..., Marketing, Recruiting, Metrics, SDLC, Strategy, Leadership, Cross-functional Team..., Management
Education
Lee Hecht Harrison 2009 — 2009
University of Minnesota-Twin Cities
Liberal Arts, Speech-Communications
Joshua Coe Joshua Coe's Ameriprise Financial Advisors Experience June 2005 - July 2006
Job Financial Advisor
Industry Financial Services
Experience
Coe Financial Consulting June 2008 - Present
Morgan Stanley July 2007 - January 2009
National City Bank June 2006 - August 2007
Ameriprise Financial Advisors June 2005 - July 2006
Skills
Strategic Planning, Small Business, Strategic Financial..., Insurance, Sales, Loans, Sales Management, Customer Service, Relationship Management, Banking, Finance, Mortgage Lending, Risk Management, Investments, Portfolio Management, Coaching, Business Planning, Small Business Lending, Employee Benefits, Leadership, Alternative Investments, Asset Allocation, Budgets, Credit, Financial Analysis, Management, Negotiation, Series 63, Series 7, Team Building
Education
The Ohio State University
BS, Family Financial Planning
Coe Financial Consulting June 2008 - Present
Morgan Stanley July 2007 - January 2009
National City Bank June 2006 - August 2007
Ameriprise Financial Advisors June 2005 - July 2006
Skills
Strategic Planning, Small Business, Strategic Financial..., Insurance, Sales, Loans, Sales Management, Customer Service, Relationship Management, Banking, Finance, Mortgage Lending, Risk Management, Investments, Portfolio Management, Coaching, Business Planning, Small Business Lending, Employee Benefits, Leadership, Alternative Investments, Asset Allocation, Budgets, Credit, Financial Analysis, Management, Negotiation, Series 63, Series 7, Team Building
Education
The Ohio State University
BS, Family Financial Planning
Jennie Littman Jennie Littman's Ameriprise Financial Advisors Experience August 2006 - April 2008
Job visionary
Industry Health, Wellness and Fitness
Experience
MonaVie May 2008 - Present
Ameriprise Financial Advisors August 2006 - April 2008
Ameriprise Financial 2006 - 2008
University of Colorado 2004 - 2004
Education
University of Colorado Boulder 2002 — 2006
Bachelors, Accounting
MonaVie May 2008 - Present
Ameriprise Financial Advisors August 2006 - April 2008
Ameriprise Financial 2006 - 2008
University of Colorado 2004 - 2004
Education
University of Colorado Boulder 2002 — 2006
Bachelors, Accounting
Keith Tufte, CFA Keith Tufte, CFA's Ameriprise Financial Advisors Experience 1993 - 2005
Job President
Industry Investment Management
Experience
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Sheri Perdziak, CEBS, GBA, RPA, GBDS Sheri Perdziak, CEBS, GBA, RPA, GBDS's Ameriprise Financial Advisors Experience March 2005 - March 2006
Job Assistant Vice President, Group Benefits Account Executive at M&T Insurance Agency, Inc.
Industry Insurance
Experience
M&T Insurance Agency September 2009 - Present
P&A Group March 2006 - September 2009
Ameriprise Financial Advisors March 2005 - March 2006
Skills
Health Insurance, COBRA, Open Enrollment, Insurance, Management, Employee Benefits, Flexible Spending..., Life Insurance, Benefits Administration, Sales, Customer Service, Long-term Care, Training, Brokers, Disability Insurance, Retirement Planning
Education
State University of New York College at Buffalo 2001 — 2005
Bachelors, Business Administration-Concentration in Finance
M&T Insurance Agency September 2009 - Present
P&A Group March 2006 - September 2009
Ameriprise Financial Advisors March 2005 - March 2006
Skills
Health Insurance, COBRA, Open Enrollment, Insurance, Management, Employee Benefits, Flexible Spending..., Life Insurance, Benefits Administration, Sales, Customer Service, Long-term Care, Training, Brokers, Disability Insurance, Retirement Planning
Education
State University of New York College at Buffalo 2001 — 2005
Bachelors, Business Administration-Concentration in Finance
Darlene Eppler Darlene Eppler's Ameriprise Financial Advisors Experience March 2005 - May 2008
Job Benefits counselor
Industry Financial Services
Experience
Univers Workplace Benefits November 2012 - Present
Contemporary Staffing Solutions December 2012 - November 2013
Sallie Mae December 2010 - February 2012
Sallie Mae April 2010 - December 2010
SallieMae November 2008 - April 2010
Ameriprise Financial Advisors March 2005 - May 2008
Equity One March 2004 - October 2004
Equity One November 2001 - March 2004
Diamond Manufacturing Company May 1998 - November 2001
Skills
Finance, PeopleSoft, Credit, Customer Service, Administrative..., Microsoft Office, Account Management, Loan Servicing, Student Loans, Loan Modifications, Call Center, Collections, Escalation Resolution, Oracle Reports, Communication Skills, Quality Assurance, Proofreading, Western Union Database..., Accurint, Access, Call Centers, Invoicing
Education
University of Phoenix 2003 — 2007
Bachelors of Science in Management, Management
Luzerne County Community College 1994 — 2000
Associate of Applied Science, Office Managment Technology
E.L. Meyers Highschool 1993 — 1993
Univers Workplace Benefits November 2012 - Present
Contemporary Staffing Solutions December 2012 - November 2013
Sallie Mae December 2010 - February 2012
Sallie Mae April 2010 - December 2010
SallieMae November 2008 - April 2010
Ameriprise Financial Advisors March 2005 - May 2008
Equity One March 2004 - October 2004
Equity One November 2001 - March 2004
Diamond Manufacturing Company May 1998 - November 2001
Skills
Finance, PeopleSoft, Credit, Customer Service, Administrative..., Microsoft Office, Account Management, Loan Servicing, Student Loans, Loan Modifications, Call Center, Collections, Escalation Resolution, Oracle Reports, Communication Skills, Quality Assurance, Proofreading, Western Union Database..., Accurint, Access, Call Centers, Invoicing
Education
University of Phoenix 2003 — 2007
Bachelors of Science in Management, Management
Luzerne County Community College 1994 — 2000
Associate of Applied Science, Office Managment Technology
E.L. Meyers Highschool 1993 — 1993
Hunter G Donaldson, CAIA® CRPC® Hunter G Donaldson, CAIA® CRPC®'s Ameriprise Financial Advisors Experience November 2005 - July 2007
Job Director, Regional Consultant at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Ara Abrahamian, CRPC®'s Ameriprise Financial Advisors Experience June 2003 - May 2010
Job Owner, Senior Partner at Divergent Planning, LLC
Industry Financial Services
Experience
Divergent Planning, LLC May 2010 - Present
Ameriprise Financial Advisors June 2003 - May 2010
Skills
Retirement Planning
Education
University of Maryland College Park 1998 — 2002
BS, Marketing & International Business
Divergent Planning, LLC May 2010 - Present
Ameriprise Financial Advisors June 2003 - May 2010
Skills
Retirement Planning
Education
University of Maryland College Park 1998 — 2002
BS, Marketing & International Business
Chris Leap Chris Leap's Ameriprise Financial Advisors Experience December 1994 - December 2009
Job Founder, LEAP Wealth Management, LLC
Industry Financial Services
Experience
LEAP Wealth Management, LLC January 2010 - Present
Ameriprise Financial Advisors December 1994 - December 2009
Skills
Wealth, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Investment Advisory, Asset Allocation, Wealth Accumulation, Financial Advice, Long Term Care, Annuities, Investment Strategies, Insurance Planning, 401k, Disability Insurance, Wealth Transfer, IRA's, Pensions, Inheritance Tax Planning, Financial Advisory, Mutual Funds, Income Protection, Savings, High Net Worth..., Asset Protection, Retirement Income..., Portfolio Management, Roth IRA
Education
University of Oklahoma 1986 — 1990
Marketing
LEAP Wealth Management, LLC January 2010 - Present
Ameriprise Financial Advisors December 1994 - December 2009
Skills
Wealth, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Financial Planning, Investments, Investment Advisory, Asset Allocation, Wealth Accumulation, Financial Advice, Long Term Care, Annuities, Investment Strategies, Insurance Planning, 401k, Disability Insurance, Wealth Transfer, IRA's, Pensions, Inheritance Tax Planning, Financial Advisory, Mutual Funds, Income Protection, Savings, High Net Worth..., Asset Protection, Retirement Income..., Portfolio Management, Roth IRA
Education
University of Oklahoma 1986 — 1990
Marketing
Karl Pawlowski, CFP® Karl Pawlowski, CFP®'s Ameriprise Financial Advisors Experience December 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Advisors December 1993 - Present
Ameriprise Financial Services, Inc. 1993 - Present
Education
St. Cloud State University
BA, Finance, Economics
Ameriprise Financial Advisors December 1993 - Present
Ameriprise Financial Services, Inc. 1993 - Present
Education
St. Cloud State University
BA, Finance, Economics
Scott LaDore Scott LaDore's Ameriprise Financial Advisors Experience 1998 - 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Advisors 1998 - 2013
Skills
Alternative Investments
Education
Southern Connecticut State University 1991 — 1995
BA, Marketing
Ameriprise Financial Services, Inc. 2013 - Present
Ameriprise Financial Advisors 1998 - 2013
Skills
Alternative Investments
Education
Southern Connecticut State University 1991 — 1995
BA, Marketing
Kristin M. Wolf, CFP Kristin M. Wolf, CFP's Ameriprise Financial Advisors Experience June 1984 - May 2013
Job Associate Financial Advisor at Three Rivers Wealth Management, a private wealth advisory practice of Ameriprise Financia
Industry Financial Services
Experience
An Ameriprise Private Wealth Advisory Practice May 2013 - Present
Ameriprise Financial June 1984 - Present
Ameriprise Financial Advisors June 1984 - May 2013
Education
St. Catherine University 1975 — 1979
BA, Business/Marketing
An Ameriprise Private Wealth Advisory Practice May 2013 - Present
Ameriprise Financial June 1984 - Present
Ameriprise Financial Advisors June 1984 - May 2013
Education
St. Catherine University 1975 — 1979
BA, Business/Marketing
Shelly Forkrud Shelly Forkrud's Ameriprise Financial Advisors Experience January 2004 - December 2005
Job Management Consultant at Levi Strauss & Co.
Industry Program Development
Experience
Levi Strauss & Co. October 2014 - Present
UnitedHealthCare Medicare & Retirement August 2010 - March 2014
UnitedHealth Group August 2010 - April 2011
SAF Consulting Inc. September 2008 - September 2010
Ameriprise Financial April 2005 - May 2008
Ameriprise Financial Advisors January 2004 - December 2005
Ameriprise Financial 2002 - 2004
Ameriprise Financial 1992 - 2002
Skills
Strategy, Vendor Management, Cross-functional Team..., Program Management, CRM, Leadership, Process Improvement, Change Management, Management, Recruiting, Project Management, Risk Management, Coaching, Contract Negotiation, New Business Development, Visio, Series 7, Sales, Strategic Financial...
Education
University of Minnesota-Twin Cities 2008 — 2008
Certification, Project Management
Levi Strauss & Co. October 2014 - Present
UnitedHealthCare Medicare & Retirement August 2010 - March 2014
UnitedHealth Group August 2010 - April 2011
SAF Consulting Inc. September 2008 - September 2010
Ameriprise Financial April 2005 - May 2008
Ameriprise Financial Advisors January 2004 - December 2005
Ameriprise Financial 2002 - 2004
Ameriprise Financial 1992 - 2002
Skills
Strategy, Vendor Management, Cross-functional Team..., Program Management, CRM, Leadership, Process Improvement, Change Management, Management, Recruiting, Project Management, Risk Management, Coaching, Contract Negotiation, New Business Development, Visio, Series 7, Sales, Strategic Financial...
Education
University of Minnesota-Twin Cities 2008 — 2008
Certification, Project Management
Aaron Zimmer, CFP® Aaron Zimmer, CFP®'s Ameriprise Financial Advisors Experience October 2002 - Present
Job Certified Financial Planner with Capital Wealth Advisory Group
Industry Financial Services
Experience
Ameriprise Financial Advisors October 2002 - Present
Ameriprise Financial 2004 - 2006
State Farm Insurance 2000 - 2002
Target 1999 - 2002
Education
University of Wisconsin-River Falls 1999 — 2002
Bachelor Degree, Business Administration - Finance
University of Wisconsin-Platteville 1996 — 1997
BBA, Finance
The American College
Certified Financial Planner, Finance
Western Wisconsin Technical College
Ameriprise Financial Advisors October 2002 - Present
Ameriprise Financial 2004 - 2006
State Farm Insurance 2000 - 2002
Target 1999 - 2002
Education
University of Wisconsin-River Falls 1999 — 2002
Bachelor Degree, Business Administration - Finance
University of Wisconsin-Platteville 1996 — 1997
BBA, Finance
The American College
Certified Financial Planner, Finance
Western Wisconsin Technical College
Jamie Dina Jamie Dina's Ameriprise Financial Advisors Experience January 2005 - January 2007
Job 3rd Grade Long Term Substitute at Hooksett Memorial Elementary School
Industry E-Learning
Experience
Hooksett Memorial Elementary School August 2011 - Present
Fred C. Underhill Elementary School April 2011 - Present
SAU 15 April 2011 - May 2011
Fred C. Underhill Elementary School January 2011 - April 2011
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2007 - January 2011
Ameriprise Financial Advisors January 2005 - January 2007
Education
Southern New Hampshire University 2008 — 2011
M.Ed., Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Central High School
May 2004 University of New Hampshire, Whittemore School of Business and Economics
B.S, Business Administration; Marketing
May 2011 Fred. C. Underhill Elementary School
Southern New Hampshire University
Master of, Education
Underhill Elementary School
Hooksett Memorial Elementary School August 2011 - Present
Fred C. Underhill Elementary School April 2011 - Present
SAU 15 April 2011 - May 2011
Fred C. Underhill Elementary School January 2011 - April 2011
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2007 - January 2011
Ameriprise Financial Advisors January 2005 - January 2007
Education
Southern New Hampshire University 2008 — 2011
M.Ed., Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Central High School
May 2004 University of New Hampshire, Whittemore School of Business and Economics
B.S, Business Administration; Marketing
May 2011 Fred. C. Underhill Elementary School
Southern New Hampshire University
Master of, Education
Underhill Elementary School
Carl Payne Carl Payne's Ameriprise Financial Advisors Experience 1993 - 2004
Job Full Service Real Estate Agent
Industry Real Estate
Experience
Edina Realty July 2004 - Present
American Express Financial Advisors February 2000 - July 2004
American Express Financial Advisors 2000 - 2004
Ameriprise Financial Advisors 1993 - 2004
American Express 1999 - 2003
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Small Business Management & Entrepreneurship
Edina Realty July 2004 - Present
American Express Financial Advisors February 2000 - July 2004
American Express Financial Advisors 2000 - 2004
Ameriprise Financial Advisors 1993 - 2004
American Express 1999 - 2003
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Small Business Management & Entrepreneurship
Travis J. Sousa, CRPC® Travis J. Sousa, CRPC®'s Ameriprise Financial Advisors Experience May 2005 - November 2008
Job Financial Consultant
Industry Financial Services
Experience
Citizens Investment Services March 2010 - Present
Legacy Financial Group February 2009 - January 2010
Ameriprise Financial Advisors May 2005 - November 2008
Skills
Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Life Insurance, 401k, Series 7, Insurance, Asset Allocation, Long-term Care, Disability Insurance, Term Life Insurance, Financial Analysis, 401k Rollovers, IRAs, Whole Life, ETFs, Trust Services, 529 Plans, Variable Annuities, Investment Strategies, Financial Services, Uniform Combined State..., Wealth Management, Financial Planners, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
Citizens Investment Services March 2010 - Present
Legacy Financial Group February 2009 - January 2010
Ameriprise Financial Advisors May 2005 - November 2008
Skills
Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Mutual Funds, Estate Planning, Fixed Annuities, Life Insurance, 401k, Series 7, Insurance, Asset Allocation, Long-term Care, Disability Insurance, Term Life Insurance, Financial Analysis, 401k Rollovers, IRAs, Whole Life, ETFs, Trust Services, 529 Plans, Variable Annuities, Investment Strategies, Financial Services, Uniform Combined State..., Wealth Management, Financial Planners, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
Robert Sutton, CRPC's Ameriprise Financial Advisors Experience November 2007 - 2009
Job Chief Operating Officer Financial Advisor
Industry Financial Services
Experience
Andriola, Goldberg & Associates A private wealth advisory practice of Ameriprise Financial Services June 2012 - Present
Andriola, Goldberg and Associates 2012 - 2014
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Advisors November 2007 - 2009
CitiGroup 2002 - 2007
TRV - C - Smith Barney 1990 - 2007
Education
John H Glenn High School East Northport NY 1971 — 1974
HS Diploma, General Studies
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science and Government
University of Essex - Colchester England
Government
Andriola, Goldberg & Associates A private wealth advisory practice of Ameriprise Financial Services June 2012 - Present
Andriola, Goldberg and Associates 2012 - 2014
Ameriprise Financial December 2009 - June 2012
Ameriprise Financial Advisors November 2007 - 2009
CitiGroup 2002 - 2007
TRV - C - Smith Barney 1990 - 2007
Education
John H Glenn High School East Northport NY 1971 — 1974
HS Diploma, General Studies
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science and Government
University of Essex - Colchester England
Government
John Valkenaar III's Ameriprise Financial Advisors Experience November 2006 - April 2008
Job VicePresident, Business Development Investment Professionals, INC.
Industry Financial Services
Experience
Investment Professionals, Inc. April 2008 - Present
Ameriprise Financial Advisors November 2006 - April 2008
Skills
Retirement Planning, Investments, Fixed Income, Insurance, Long-term Care, Bonds, Financial Advisory, Wealth Management, Series 7, Securities, Capital Markets, Wealth Management..., Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Mutual Funds, 401k, ETFs, Retirement, IRAs, Options, Investment Advisory, Asset Allocation, FINRA, Mergers, Financial Planning
Education
The University of Texas at San Antonio 2002 — 2006
B.B.A, Business Economics; Economics
Investment Professionals, Inc. April 2008 - Present
Ameriprise Financial Advisors November 2006 - April 2008
Skills
Retirement Planning, Investments, Fixed Income, Insurance, Long-term Care, Bonds, Financial Advisory, Wealth Management, Series 7, Securities, Capital Markets, Wealth Management..., Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Mutual Funds, 401k, ETFs, Retirement, IRAs, Options, Investment Advisory, Asset Allocation, FINRA, Mergers, Financial Planning
Education
The University of Texas at San Antonio 2002 — 2006
B.B.A, Business Economics; Economics
Thomas G. Dineen III Thomas G. Dineen III's Ameriprise Financial Advisors Experience June 2002 - October 2006
Job Securities regulator
Industry Financial Services
Experience
FINRA (Financial Industry Regulatory Authority) July 2007 - Present
TD Ameritrade October 2006 - July 2007
Ameriprise Financial Advisors June 2002 - October 2006
Ketchum Public Relations 2000 - 2001
Al Paul Lefton Co. 1996 - 2000
Skills
Securities, Series 63, Equities, Mutual Funds, Alternative Investments, Litigation, Strategic Planning, Finance, Hedge Funds, Investments, Estate Planning, Arbitration, Portfolio Management, Due Diligence, Wealth Management, Leadership, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Volunteering, Financial Analysis, Financial Advisory, Capital Markets, Insurance, Uniform Combined State..., Private Equity, Securities Regulation, Fixed Income, Series 7
Education
University of Pennsylvania Law School 1994 — 1995
LLM, Law
University of Oxford (Lincoln College) 1991 — 1994
MA, Law
Columbia University (Columbia College) 1985 — 1989
BA, English Literature
Archmere Academy 1981 — 1985
FINRA (Financial Industry Regulatory Authority) July 2007 - Present
TD Ameritrade October 2006 - July 2007
Ameriprise Financial Advisors June 2002 - October 2006
Ketchum Public Relations 2000 - 2001
Al Paul Lefton Co. 1996 - 2000
Skills
Securities, Series 63, Equities, Mutual Funds, Alternative Investments, Litigation, Strategic Planning, Finance, Hedge Funds, Investments, Estate Planning, Arbitration, Portfolio Management, Due Diligence, Wealth Management, Leadership, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Volunteering, Financial Analysis, Financial Advisory, Capital Markets, Insurance, Uniform Combined State..., Private Equity, Securities Regulation, Fixed Income, Series 7
Education
University of Pennsylvania Law School 1994 — 1995
LLM, Law
University of Oxford (Lincoln College) 1991 — 1994
MA, Law
Columbia University (Columbia College) 1985 — 1989
BA, English Literature
Archmere Academy 1981 — 1985
Anthony Masterson, CRPC, AAMS Anthony Masterson, CRPC, AAMS's Ameriprise Financial Advisors Experience August 2002 - December 2008
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Ameriprise Financial Advisors August 2002 - December 2008
Skills
Financial Planning, Small Business, Retirement Income..., Investment Advisory, Asset Allocation, Reporting & Analysis, Charitable Giving, Saving for Education, Wealth, Investments, Retirement Planning, Series 7, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Estate Planning, 401k, Alternative Investments, Securities, IRA's, Asset Management, Investment Strategies, Options, Financial Analysis, Portfolio Management, Bonds, Asset, Equities, ETFs, Insurance Planning, Pensions, Long Term Care, Series 66, Employee Benefits, Risk Management, Business Planning, Fixed Income, Financial Modeling, High Net Worth..., FINRA, Strategic Planning, Funding, Hedge Funds, Real Estate, Strategic Financial..., Financial Services, Finance, Insurance, Financial Goals
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Psychology
TD Ameritrade January 2009 - Present
Ameriprise Financial Advisors August 2002 - December 2008
Skills
Financial Planning, Small Business, Retirement Income..., Investment Advisory, Asset Allocation, Reporting & Analysis, Charitable Giving, Saving for Education, Wealth, Investments, Retirement Planning, Series 7, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Estate Planning, 401k, Alternative Investments, Securities, IRA's, Asset Management, Investment Strategies, Options, Financial Analysis, Portfolio Management, Bonds, Asset, Equities, ETFs, Insurance Planning, Pensions, Long Term Care, Series 66, Employee Benefits, Risk Management, Business Planning, Fixed Income, Financial Modeling, High Net Worth..., FINRA, Strategic Planning, Funding, Hedge Funds, Real Estate, Strategic Financial..., Financial Services, Finance, Insurance, Financial Goals
Education
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Psychology
Devin Clement Devin Clement's Ameriprise Financial Advisors Experience Associate Financial AdvisorBryant, Carroll and Associates2009 - Present
Job Associate Finacial advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors Associate Financial AdvisorBryant, Carroll and Associates2009 - Present
Ameriprise Financial September 2006 - Present
Ameriprise Financial Advisors September 2006 - June 2007
Education
University of South Carolina-Columbia 1990 — 1992
Biology
Ameriprise Financial Advisors Associate Financial AdvisorBryant, Carroll and Associates2009 - Present
Ameriprise Financial September 2006 - Present
Ameriprise Financial Advisors September 2006 - June 2007
Education
University of South Carolina-Columbia 1990 — 1992
Biology
Jodi S Bush's Ameriprise Financial Advisors Experience 1987 - September 2010
Job Region Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 1987 - Present
Ameriprise Financial Advisors 1987 - September 2010
Ameriprise 2004 - 2007
Wells Fargo 1995 - 1997
Skills
Retirement Planning, 401k, Retirement, Financial Advisory, Leadership, Business Planning, Sales
Education
University of Minnesota-Twin Cities 1985 — 1990
Ameriprise Financial September 1987 - Present
Ameriprise Financial Advisors 1987 - September 2010
Ameriprise 2004 - 2007
Wells Fargo 1995 - 1997
Skills
Retirement Planning, 401k, Retirement, Financial Advisory, Leadership, Business Planning, Sales
Education
University of Minnesota-Twin Cities 1985 — 1990
Dennis Haubert, CFP® Dennis Haubert, CFP®'s Ameriprise Financial Advisors Experience April 2010 - September 2013
Job Vice President, Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation September 2013 - Present
Ameriprise Financial Advisors April 2010 - September 2013
Smith Barney February 2006 - April 2010
Morgan Stanley May 2001 - February 2006
Education
The American College
CFP® Certification
Regions Financial Corporation September 2013 - Present
Ameriprise Financial Advisors April 2010 - September 2013
Smith Barney February 2006 - April 2010
Morgan Stanley May 2001 - February 2006
Education
The American College
CFP® Certification
Andrew Simms Andrew Simms's Ameriprise Financial Advisors Experience August 2005 - March 2006
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Merrill Lynch September 2014 - Present
Merrill Lynch February 2014 - September 2014
Merrill Lynch March 2013 - February 2014
Merrill Lynch December 2006 - March 2013
TD Ameritrade March 2006 - December 2006
Ameriprise Financial Advisors August 2005 - March 2006
Skills
Financial Modeling, Portfolio Management, Series 7, Leadership, Equities, Fixed Income, Wealth Management, Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
University of Oklahoma 2001 — 2005
Psychology
Nicolas Abrams Nicolas Abrams's Ameriprise Financial Advisors Experience February 2000 - March 2001
Job President and CEO at AJW Financial Partners LLC
Industry Financial Services
Experience
AJW Financial Partners LLC February 2009 - Present
Nationwide Financial Network September 2006 - January 2009
Genworth Financial Advisors Corp. April 2001 - September 2006
Ameriprise Financial Advisors February 2000 - March 2001
Aflac August 1999 - March 2000
Skills
Estate Planning, Financial Planners, Employee Benefits, Asset Protection, Retirement Planning, Insurance, Risk Management, Retirement, Strategic Financial..., Small Business, Disability Insurance, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, Term Life Insurance, Finance, IRAs, Health Insurance, Financial Advisory, Investments, Wealth Accumulation, Long Term Care Insurance, Long-term Care, 401k, Wealth, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Series 7
Education
University of Baltimore 2002 — 2002
Certificate, Financial Planning
St. Mary's College of Maryland 1995 — 1999
BA, Economics
Baltimore Polytechnic Institute 1991 — 1995
AJW Financial Partners LLC February 2009 - Present
Nationwide Financial Network September 2006 - January 2009
Genworth Financial Advisors Corp. April 2001 - September 2006
Ameriprise Financial Advisors February 2000 - March 2001
Aflac August 1999 - March 2000
Skills
Estate Planning, Financial Planners, Employee Benefits, Asset Protection, Retirement Planning, Insurance, Risk Management, Retirement, Strategic Financial..., Small Business, Disability Insurance, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, Term Life Insurance, Finance, IRAs, Health Insurance, Financial Advisory, Investments, Wealth Accumulation, Long Term Care Insurance, Long-term Care, 401k, Wealth, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Series 7
Education
University of Baltimore 2002 — 2002
Certificate, Financial Planning
St. Mary's College of Maryland 1995 — 1999
BA, Economics
Baltimore Polytechnic Institute 1991 — 1995
Phil Gumo Phil Gumo's Ameriprise Financial Advisors Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
MetLife Financial Services 2005 - 2008
Aurora South Gold Messenger 1995 - 2005
US West Communications, Inc. 1985 - 1995
Education
University of Denver 1971 — 1975
Lynbrook High School 1968 — 1971
Ameriprise Financial Advisors November 2008 - Present
MetLife Financial Services 2005 - 2008
Aurora South Gold Messenger 1995 - 2005
US West Communications, Inc. 1985 - 1995
Education
University of Denver 1971 — 1975
Lynbrook High School 1968 — 1971
Noeulalani Tallen Noeulalani Tallen's Ameriprise Financial Advisors Experience October 2000 - December 2007
Job Executive Assistant at Planned Parenthood Minnesota, North Dakota, South Dakota
Industry Arts and Crafts
Experience
Planned Parenthood Minnesota, North Dakota, South Dakota February 2015 - Present
Target September 2012 - September 2014
Theatre Unbound November 2005 - February 2014
Martin Williams October 2011 - August 2012
iQor October 2009 - December 2011
Theatre Pro Rata January 2008 - March 2008
Ameriprise Financial Advisors October 2000 - December 2007
Ameriprise Financial Advisors October 2000 - December 2004
University of Minnesota August 1998 - August 2004
Skills
Public Speaking, Research, Workshop Facilitation, Social Media, Event Planning, Outlook, Access, Event Management, Leadership, Teaching, Community Outreach, Acting, Training, Theatre, Volunteer Management, Project Planning, Human Resources, Microsoft Office
Education
University of Minnesota-Twin Cities 1997 — 2000
Master's, Acting
University of Utah 1993 — 1997
BFA, Acting
Planned Parenthood Minnesota, North Dakota, South Dakota February 2015 - Present
Target September 2012 - September 2014
Theatre Unbound November 2005 - February 2014
Martin Williams October 2011 - August 2012
iQor October 2009 - December 2011
Theatre Pro Rata January 2008 - March 2008
Ameriprise Financial Advisors October 2000 - December 2007
Ameriprise Financial Advisors October 2000 - December 2004
University of Minnesota August 1998 - August 2004
Skills
Public Speaking, Research, Workshop Facilitation, Social Media, Event Planning, Outlook, Access, Event Management, Leadership, Teaching, Community Outreach, Acting, Training, Theatre, Volunteer Management, Project Planning, Human Resources, Microsoft Office
Education
University of Minnesota-Twin Cities 1997 — 2000
Master's, Acting
University of Utah 1993 — 1997
BFA, Acting
David Dickey David Dickey's Ameriprise Financial Advisors Experience February 2005 - December 2006
Job Business Develpoment at Kraft Heinz
Industry Food & Beverages
Experience
Kraft Heinz September 2013 - Present
CROSSMARK October 2011 - September 2013
CROSSMARK February 2011 - October 2011
CROSSMARK April 2010 - February 2011
RMB Management (CSM, LLC) July 2009 - August 2010
Dean Foods September 2009 - November 2009
MRI ROGERS January 2007 - June 2009
Ameriprise Financial Advisors February 2005 - December 2006
Skills
Retail, Forecasting, Microsoft Excel, Inventory Management, Merchandising, Strategic Planning, Sales, Customer Service, Account Management, Marketing, PowerPoint, Consumer Products, Wal-Mart, Cross-functional Team..., Sales Management, Management, Data Analysis, Team Building, Budgets
Education
University of Central Arkansas 1998 — 2002
Bachelor Degree, Business Administration
NWACC
Retail Marketing Analyst Certification
Kraft Heinz September 2013 - Present
CROSSMARK October 2011 - September 2013
CROSSMARK February 2011 - October 2011
CROSSMARK April 2010 - February 2011
RMB Management (CSM, LLC) July 2009 - August 2010
Dean Foods September 2009 - November 2009
MRI ROGERS January 2007 - June 2009
Ameriprise Financial Advisors February 2005 - December 2006
Skills
Retail, Forecasting, Microsoft Excel, Inventory Management, Merchandising, Strategic Planning, Sales, Customer Service, Account Management, Marketing, PowerPoint, Consumer Products, Wal-Mart, Cross-functional Team..., Sales Management, Management, Data Analysis, Team Building, Budgets
Education
University of Central Arkansas 1998 — 2002
Bachelor Degree, Business Administration
NWACC
Retail Marketing Analyst Certification
Curtis Mark Casey, CFP® ChFC® CLU® Curtis Mark Casey, CFP® ChFC® CLU®'s Ameriprise Financial Advisors Experience December 2008 - Present
Job Financial Advisor at Casey & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Advisors December 2008 - Present
Ameriprise Financial Advisors December 2004 - December 2008
Education
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1989
BBA, Business Administration
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Advisors December 2008 - Present
Ameriprise Financial Advisors December 2004 - December 2008
Education
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1989
BBA, Business Administration
Elisa (Crunk) Jones Elisa (Crunk) Jones's Ameriprise Financial Advisors Experience April 1996 - August 1997
Job Clinical Liaison/Community Relations Coordinator at Kindred Healthcare / Saint Mary's Regional Medical Center
Industry Hospital & Health Care
Experience
Kindred Healthcare / Rehabcare / Saint Mary's Regional Medical Center February 2015 - Present
Johnson Regional Medical Center February 2008 - February 2015
Rotech Healthcare, Inc. August 2007 - February 2008
Vanderbilt University Medical Center, HCA Southern Hills Surgical Consultants/James T. Ettien, M.D. August 2005 - May 2007
The Jones Company of Tennessee February 2002 - January 2006
Crye Leike Realtors - Greater Nashville Area October 1998 - February 2002
AMERIPRISE Financial Advisors April 1996 - August 1997
University of Arkansas for Medical Sciences May 1976 - September 1979
Baptist Health Medical Center September 1975 - May 1976
Skills
Hospitals, Community Relations, Healthcare Marketing, Client Services, Medical Sales, Respiratory Clinician, Real Estate, New Home Sales, New Construction Homes, Microsoft Word, Microsoft Office, Marketing, Financial Services, Healthcare Management, Community Development, Medical Terminology, Healthcare, Clinical Research
Education
University of Arkansas at Little Rock
Kindred Healthcare / Rehabcare / Saint Mary's Regional Medical Center February 2015 - Present
Johnson Regional Medical Center February 2008 - February 2015
Rotech Healthcare, Inc. August 2007 - February 2008
Vanderbilt University Medical Center, HCA Southern Hills Surgical Consultants/James T. Ettien, M.D. August 2005 - May 2007
The Jones Company of Tennessee February 2002 - January 2006
Crye Leike Realtors - Greater Nashville Area October 1998 - February 2002
AMERIPRISE Financial Advisors April 1996 - August 1997
University of Arkansas for Medical Sciences May 1976 - September 1979
Baptist Health Medical Center September 1975 - May 1976
Skills
Hospitals, Community Relations, Healthcare Marketing, Client Services, Medical Sales, Respiratory Clinician, Real Estate, New Home Sales, New Construction Homes, Microsoft Word, Microsoft Office, Marketing, Financial Services, Healthcare Management, Community Development, Medical Terminology, Healthcare, Clinical Research
Education
University of Arkansas at Little Rock
Nick Moss's Ameriprise Financial Advisors Experience August 2006 - March 2008
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
Columbia Threadneedle Investments May 2010 - Present
Columbia Management November 2009 - April 2010
State Street March 2008 - November 2009
Ameriprise Financial Advisors August 2006 - March 2008
UBS January 2005 - May 2006
Education
The University of Connecticut 2002 — 2006
Economics
Scott Dyer, AAMS, CMFC's Ameriprise Financial Advisors Experience August 2007 - Present
Job Financial Adviosr, Associate VicePresident at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
AMERIPRISE FINANCIAL ADVISORS August 2007 - Present
Ameriprise Financial Services, Inc. August 2007 - Present
A G Edwards & Sons, Inc. January 2002 - August 2007
Skills
IRA Rollover, Retirement Planning..., Investments, Insurance, Women's Financial..., Retirement Income...
Education
University of Louisiana at Lafayette 1963 — 1971
B.A., English, with minors in Gen. Bus., Spanish, History & Art
Lake Charles High School
AMERIPRISE FINANCIAL ADVISORS August 2007 - Present
Ameriprise Financial Services, Inc. August 2007 - Present
A G Edwards & Sons, Inc. January 2002 - August 2007
Skills
IRA Rollover, Retirement Planning..., Investments, Insurance, Women's Financial..., Retirement Income...
Education
University of Louisiana at Lafayette 1963 — 1971
B.A., English, with minors in Gen. Bus., Spanish, History & Art
Lake Charles High School
Scott Lillibridge's Ameriprise Financial Advisors Experience June 2008 - October 2010
Job at Zoll Medical
Industry Medical Devices
Experience
ZOLL Medical Corporation September 2015 - Present
Juggernaut Sports January 2012 - Present
Medtronic October 2010 - September 2015
Ameriprise Financial Advisors June 2008 - October 2010
Skills
Surgery, Financial Reporting, Capital Equipment, Budgets, Surgical Instruments, Surgeons, Marketing, Medical Devices, Team Building, Disposables, Marketing Strategy, Account Management, Leadership, Management, Microsoft Excel, Strategic Planning, Social Media
Education
University of Oregon 2005 — 2008
B.S.
University of Oregon - Charles H. Lundquist College of Business 2005 — 2008
Bachelor’s Degree, Finance and Business
ZOLL Medical Corporation September 2015 - Present
Juggernaut Sports January 2012 - Present
Medtronic October 2010 - September 2015
Ameriprise Financial Advisors June 2008 - October 2010
Skills
Surgery, Financial Reporting, Capital Equipment, Budgets, Surgical Instruments, Surgeons, Marketing, Medical Devices, Team Building, Disposables, Marketing Strategy, Account Management, Leadership, Management, Microsoft Excel, Strategic Planning, Social Media
Education
University of Oregon 2005 — 2008
B.S.
University of Oregon - Charles H. Lundquist College of Business 2005 — 2008
Bachelor’s Degree, Finance and Business
David Henning David Henning's Ameriprise Financial Advisors Experience January 2008 - May 2009
Job Helping clients with safe money strategies
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. October 2013 - Present
Lifeplan Financial Solutions August 2012 - September 2013
Humana August 2010 - August 2012
MetLife June 2009 - August 2010
Ameriprise Financial Advisors January 2008 - May 2009
Gold's Gym January 2000 - August 2006
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Charities, Fixed Annuities, Insurance, Life Insurance, Retirement, Long-term Care, Health Insurance, Disability Insurance, Strategic Financial..., Mutual Funds, Series 7, Series 66, Medicare, Securities, Term Life Insurance, 401k, IRAs, Long Term Care Insurance, Wealth Management, Employee Benefits, Financial Services, Asset Allocation, Series 6, Investments, Investment Advisory, Variable Annuities, Personal Finance, Financial Advisory, Whole Life, Universal Life, High Net Worth..., Critical Illness, Licensed Life Insurance..., Final Expense Planning, Medicaid, Managed Care, Finance, Financial Planners, CRM, Series 63, Underwriting, Brokers, Wealth, Mortgage Lending, Asset Management, Financial Planning, Team Building
Education
University of Florida 1988 — 1991
Finance, Marketing, minor in Economics
Admiral Farragut 1984 — 1988
Transamerica Financial Advisors, Inc. October 2013 - Present
Lifeplan Financial Solutions August 2012 - September 2013
Humana August 2010 - August 2012
MetLife June 2009 - August 2010
Ameriprise Financial Advisors January 2008 - May 2009
Gold's Gym January 2000 - August 2006
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Charities, Fixed Annuities, Insurance, Life Insurance, Retirement, Long-term Care, Health Insurance, Disability Insurance, Strategic Financial..., Mutual Funds, Series 7, Series 66, Medicare, Securities, Term Life Insurance, 401k, IRAs, Long Term Care Insurance, Wealth Management, Employee Benefits, Financial Services, Asset Allocation, Series 6, Investments, Investment Advisory, Variable Annuities, Personal Finance, Financial Advisory, Whole Life, Universal Life, High Net Worth..., Critical Illness, Licensed Life Insurance..., Final Expense Planning, Medicaid, Managed Care, Finance, Financial Planners, CRM, Series 63, Underwriting, Brokers, Wealth, Mortgage Lending, Asset Management, Financial Planning, Team Building
Education
University of Florida 1988 — 1991
Finance, Marketing, minor in Economics
Admiral Farragut 1984 — 1988
Heather Malfa Heather Malfa's Ameriprise Financial Advisors Experience March 2007 - September 2008
Job Wholesaler at Transamerica Capital
Industry Financial Services
Experience
Transamerica June 2015 - Present
Junior League of Denver September 2007 - Present
JPMorgan Chase May 2012 - June 2015
JP Morgan Chase October 2008 - May 2012
Ameriprise Financial Advisors March 2007 - September 2008
Mark VII Equipment 2003 - 2007
Arrow Electronics 2001 - 2003
Rhythms NetConnections 2000 - 2001
Advanced Energy Industries 1996 - 2000
Skills
Series 7, Series 66, Account Management, Change Management, Finance, Financial Services, Investments, Mutual Funds, Relationship Management, Retirement Planning, Strategic Financial..., Financial Analysis, Uniform Combined State..., Leadership, Financial Planning, Banking, Insurance, Series 63, Mortgage Lending, Management
Education
University of Colorado Boulder 1995 — 2000
Bachelors, Business - Computer Information Systems
University of Colorado Denver
Transamerica June 2015 - Present
Junior League of Denver September 2007 - Present
JPMorgan Chase May 2012 - June 2015
JP Morgan Chase October 2008 - May 2012
Ameriprise Financial Advisors March 2007 - September 2008
Mark VII Equipment 2003 - 2007
Arrow Electronics 2001 - 2003
Rhythms NetConnections 2000 - 2001
Advanced Energy Industries 1996 - 2000
Skills
Series 7, Series 66, Account Management, Change Management, Finance, Financial Services, Investments, Mutual Funds, Relationship Management, Retirement Planning, Strategic Financial..., Financial Analysis, Uniform Combined State..., Leadership, Financial Planning, Banking, Insurance, Series 63, Mortgage Lending, Management
Education
University of Colorado Boulder 1995 — 2000
Bachelors, Business - Computer Information Systems
University of Colorado Denver
Guy Church, CFP® Guy Church, CFP®'s Ameriprise Financial Advisors Experience 1998 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors 1998 - Present
State Farm 1992 - 1998
Education
Texas Wesleyan University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial Advisors 1998 - Present
State Farm 1992 - 1998
Education
Texas Wesleyan University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Angela Berry Angela Berry's Ameriprise Financial Advisors Experience March 2002 - October 2006
Job VP,Director, Operations, Client Services, Compliance
Industry Financial Services
Experience
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Charlie Pinigis Charlie Pinigis's Ameriprise Financial Advisors Experience November 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Kyle Watkins's Ameriprise Financial Advisors Experience October 2007 - January 2009
Job Strategic Business Partner
Industry Staffing and Recruiting
Experience
Portland Trail Blazers October 2013 - Present
Aerotek March 2011 - March 2015
Netflix 2010 - 2011
Office Depot 2009 - 2010
Ameriprise Financial Advisors October 2007 - January 2009
Skills
Temporary Placement, Human Resources, Staffing Services, Recruiting, Finance, Communication, Management, Customer Service, Leadership, Sales, Investments, Logistics, Talent Management, Research
Education
University of Oregon 2005 — 2009
Bachelor’s Degree, Economics
University of Oregon 2005 — 2009
Bachelor's degree, Economics
Portland Trail Blazers October 2013 - Present
Aerotek March 2011 - March 2015
Netflix 2010 - 2011
Office Depot 2009 - 2010
Ameriprise Financial Advisors October 2007 - January 2009
Skills
Temporary Placement, Human Resources, Staffing Services, Recruiting, Finance, Communication, Management, Customer Service, Leadership, Sales, Investments, Logistics, Talent Management, Research
Education
University of Oregon 2005 — 2009
Bachelor’s Degree, Economics
University of Oregon 2005 — 2009
Bachelor's degree, Economics
Daniel Shank Daniel Shank's Ameriprise Financial Advisors Experience January 2010 - April 2010
Job Associate at Triangle Capital Corporation
Industry Financial Services
Experience
Triangle Capital Corporation March 2013 - Present
Triangle Capital Corporation June 2010 - February 2013
Ameriprise Financial Advisors January 2010 - April 2010
The Carolina Club April 2007 - April 2010
Clemson University Outdoor Labs June 2007 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Business, Valuation, Private Equity, Due Diligence, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Finance
Education
University of North Carolina at Chapel Hill Kenan-Flagler Business School, Class of 2010 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Political Science
Otto-Beisheim School of Management 2009 — 2009
Triangle Capital Corporation March 2013 - Present
Triangle Capital Corporation June 2010 - February 2013
Ameriprise Financial Advisors January 2010 - April 2010
The Carolina Club April 2007 - April 2010
Clemson University Outdoor Labs June 2007 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Business, Valuation, Private Equity, Due Diligence, Portfolio Management, Investments, Leadership, Mergers & Acquisitions, Finance
Education
University of North Carolina at Chapel Hill Kenan-Flagler Business School, Class of 2010 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Political Science
Otto-Beisheim School of Management 2009 — 2009
Chris Mongeon, CFP®'s Ameriprise Financial Advisors Experience January 2003 - March 2004
Job Wealth Advisor at Thrivent Financial ► Guiding Small Business Owners, Retirees to Be Wise with Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Brad Clifford Brad Clifford's Ameriprise Financial Advisors Experience September 2006 - November 2009
Job Auditor at Defense Contract Audit Agency
Industry Financial Services
Experience
Defense Contract Audit Agency May 2012 - Present
JP Morgan Chase March 2011 - May 2012
Lincoln Financial Advisors November 2009 - April 2011
Ameriprise Financial Advisors September 2006 - November 2009
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance and Accounting
Defense Contract Audit Agency May 2012 - Present
JP Morgan Chase March 2011 - May 2012
Lincoln Financial Advisors November 2009 - April 2011
Ameriprise Financial Advisors September 2006 - November 2009
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance and Accounting
Fred Gibbs Fred Gibbs'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
US Army February 1977 - March 2003
Education
The American College 2013 — 2018
Chartered Financial Consultant, Financial Planning and Services
College for Financial Planning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
College of Financial Planning 2010 — 2012
Chartered Retirement Planning Counseler
Ameriprise Financial Advisors May 2003 - Present
US Army February 1977 - March 2003
Education
The American College 2013 — 2018
Chartered Financial Consultant, Financial Planning and Services
College for Financial Planning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
College of Financial Planning 2010 — 2012
Chartered Retirement Planning Counseler
Mark Porcaro, CFA's Ameriprise Financial Advisors Experience May 2007 - August 2007
Job Supervisor at GMO
Industry Financial Services
Experience
GMO February 2014 - Present
GMO February 2012 - January 2014
State Street January 2011 - February 2012
State Street November 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ameriprise Financial Advisors May 2007 - August 2007
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Cum Laude, Finance, Economics
GMO February 2014 - Present
GMO February 2012 - January 2014
State Street January 2011 - February 2012
State Street November 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ameriprise Financial Advisors May 2007 - August 2007
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Cum Laude, Finance, Economics
Avery Bergevin Avery Bergevin's Ameriprise Financial Advisors Experience May 2009 - September 2009
Job Senior Account Executive Financial Services at Intralinks
Industry Computer Software
Experience
Intralinks January 2015 - Present
IntraLinks April 2013 - Present
Certeon December 2011 - February 2013
Certeon May 2011 - December 2011
Symphony 8 Boston December 2009 - August 2011
Ameriprise Financial Advisors May 2009 - September 2009
Skills
Lead Generation, Marketing Strategy, Leadership, Sales Operations, Salesforce.com, Strategy, SaaS, Cloud Computing, Enterprise Software, Sales, Business Development, Start-ups, Account Management, Solution Selling, Virtualization, Product Marketing, Sales Process, Direct Sales, Training, CRM, New Business Development, Professional Services, Pre-sales, Strategic Partnerships, Networking, Channel Partners, Business Alliances, Go-to-market Strategy, Sales Enablement, Golf Course Management, Closing Abilities
Education
Suffolk University 2006 — 2010
BSBA, Management, Finance
International University of Monaco
International business
Intralinks January 2015 - Present
IntraLinks April 2013 - Present
Certeon December 2011 - February 2013
Certeon May 2011 - December 2011
Symphony 8 Boston December 2009 - August 2011
Ameriprise Financial Advisors May 2009 - September 2009
Skills
Lead Generation, Marketing Strategy, Leadership, Sales Operations, Salesforce.com, Strategy, SaaS, Cloud Computing, Enterprise Software, Sales, Business Development, Start-ups, Account Management, Solution Selling, Virtualization, Product Marketing, Sales Process, Direct Sales, Training, CRM, New Business Development, Professional Services, Pre-sales, Strategic Partnerships, Networking, Channel Partners, Business Alliances, Go-to-market Strategy, Sales Enablement, Golf Course Management, Closing Abilities
Education
Suffolk University 2006 — 2010
BSBA, Management, Finance
International University of Monaco
International business
John Nauss, CFP®'s Ameriprise Financial Advisors Experience June 2007 - September 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
Ronald Williamson Ronald Williamson's Ameriprise Financial Advisors Experience September 2005 - November 2006
Job Senior Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2012 - Present
Nationwide Financial May 2011 - August 2011
Mullen January 2011 - February 2011
Worthington Industries January 2008 - August 2010
Fifth Third Bank November 2006 - January 2008
Ameriprise Financial Advisors September 2005 - November 2006
Philip Morris June 2004 - August 2004
Skills
Six Sigma, Program Management, Management, Leadership, Marketing, Sales Management, Financial Analysis, Sales Operations, Microsoft Excel, Analysis, Process Improvement, Team Building, Project Management, Sales, Finance, Microsoft Office, Financial Modeling, Credit Cards, Analytics, Banking, Investments, Customer Service
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA, Marketing and General Management/Consulting
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (BS), Marketing and Transportation Logistics
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2012 - Present
Nationwide Financial May 2011 - August 2011
Mullen January 2011 - February 2011
Worthington Industries January 2008 - August 2010
Fifth Third Bank November 2006 - January 2008
Ameriprise Financial Advisors September 2005 - November 2006
Philip Morris June 2004 - August 2004
Skills
Six Sigma, Program Management, Management, Leadership, Marketing, Sales Management, Financial Analysis, Sales Operations, Microsoft Excel, Analysis, Process Improvement, Team Building, Project Management, Sales, Finance, Microsoft Office, Financial Modeling, Credit Cards, Analytics, Banking, Investments, Customer Service
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA, Marketing and General Management/Consulting
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (BS), Marketing and Transportation Logistics
Sherry Kho Sherry Kho's Ameriprise Financial Advisors Experience 2006 - August 2008
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. 2008 - December 2009
Ameriprise Financial Advisors 2006 - August 2008
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial Services, Inc. 2008 - December 2009
Ameriprise Financial Advisors 2006 - August 2008
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Scott Krogmann's Ameriprise Financial Advisors Experience January 2007 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors January 2007 - Present
Augsburg Fortress Publishers August 2005 - 2007
Education
University of Central Florida 1988 — 2006
BA, Business Administration
Ameriprise Financial Advisors January 2007 - Present
Augsburg Fortress Publishers August 2005 - 2007
Education
University of Central Florida 1988 — 2006
BA, Business Administration
Eric Wiegand, CFP® Eric Wiegand, CFP®'s Ameriprise Financial Advisors Experience August 2006 - November 2008
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
Brendan Walsh's Ameriprise Financial Advisors Experience July 1999 - January 2013
Job Independent Financial Planner │Quantum Leap Capital, a Registered Investment Advisor in VT.
Industry Financial Services
Experience
Quantum Leap Capital, LLC January 2013 - Present
Ameriprise Financial Advisors July 1999 - January 2013
Estate and Financial Strategies November 1994 - March 1999
Skills
Financial Planning, Retirement Planning, Small Business Planning, Cost Containment, Tax Reduction, CFP®, Life Insurance
Education
State University of New York at New Paltz 1990 — 1992
BA, English
East Hampton High 1983 — 1987
East Hampton High 1983 — 1987
Quantum Leap Capital, LLC January 2013 - Present
Ameriprise Financial Advisors July 1999 - January 2013
Estate and Financial Strategies November 1994 - March 1999
Skills
Financial Planning, Retirement Planning, Small Business Planning, Cost Containment, Tax Reduction, CFP®, Life Insurance
Education
State University of New York at New Paltz 1990 — 1992
BA, English
East Hampton High 1983 — 1987
East Hampton High 1983 — 1987
Keith Arnowitz's Ameriprise Financial Advisors Experience 2005 - 2006
Job Senior Business Development Manager at Rimini Street
Industry Computer Software
Experience
Rimini Street March 2014 - Present
Attivio February 2013 - February 2014
Attivio March 2010 - February 2013
Embotics Corporation April 2009 - January 2010
Akorri (now NetApp) December 2007 - December 2008
Deploy Solutions (Now Kronos) March 2006 - October 2007
Ameriprise Financial Advisors 2005 - 2006
JB Hanauer 2003 - 2004
Skills
Salesforce.com, Enterprise Software, Business Development, Sales Process, Start-ups, Account Management, Business Intelligence, Channel Partners, Sales, Management, Cold Calling, Virtualization, SaaS, Marketing Strategy, Marketing, Solution Selling, Strategic Partnerships, Cloud Computing, Professional Services, Lead Generation, Software Industry, Go-to-market Strategy, Sales Enablement, Demand Generation, CRM, Business Alliances, Storage, Product Management, Direct Sales
Education
University of Florida 2001 — 2003
Bachelors, Business Management
Rimini Street March 2014 - Present
Attivio February 2013 - February 2014
Attivio March 2010 - February 2013
Embotics Corporation April 2009 - January 2010
Akorri (now NetApp) December 2007 - December 2008
Deploy Solutions (Now Kronos) March 2006 - October 2007
Ameriprise Financial Advisors 2005 - 2006
JB Hanauer 2003 - 2004
Skills
Salesforce.com, Enterprise Software, Business Development, Sales Process, Start-ups, Account Management, Business Intelligence, Channel Partners, Sales, Management, Cold Calling, Virtualization, SaaS, Marketing Strategy, Marketing, Solution Selling, Strategic Partnerships, Cloud Computing, Professional Services, Lead Generation, Software Industry, Go-to-market Strategy, Sales Enablement, Demand Generation, CRM, Business Alliances, Storage, Product Management, Direct Sales
Education
University of Florida 2001 — 2003
Bachelors, Business Management
Ki Buffin's Ameriprise Financial Advisors Experience October 2002 - October 2003
Job Senior Financial Analyst at Staples
Industry Printing
Experience
Staples May 2006 - Present
Coutrywide Financial Corporation March 2005 - May 2006
The Chase Manhattan Bank October 2003 - February 2005
Ameriprise Financial Advisors October 2002 - October 2003
Skills
Forecasting, Budgets, Analysis, Finance, Auditing, Strategic Financial..., New Business Development, Investments, Accounting, Sarbanes-Oxley Act, Management, Process Improvement, Banking, Time Management, Financial Analysis, Variance Analysis, Pricing, Project Planning, Financial Forecasting, Human Resources, Financial Reporting, Customer Service, Financial Modeling
Education
The University of Texas at Arlington 2005 — 2007
MBA, Business
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Finance
Dunbar HSEP
Staples May 2006 - Present
Coutrywide Financial Corporation March 2005 - May 2006
The Chase Manhattan Bank October 2003 - February 2005
Ameriprise Financial Advisors October 2002 - October 2003
Skills
Forecasting, Budgets, Analysis, Finance, Auditing, Strategic Financial..., New Business Development, Investments, Accounting, Sarbanes-Oxley Act, Management, Process Improvement, Banking, Time Management, Financial Analysis, Variance Analysis, Pricing, Project Planning, Financial Forecasting, Human Resources, Financial Reporting, Customer Service, Financial Modeling
Education
The University of Texas at Arlington 2005 — 2007
MBA, Business
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Finance
Dunbar HSEP
Pat Glesener's Ameriprise Financial Advisors Experience 1992 - Present
Job Sr. Business Analyst at Ameriprise Financial and Owner, Pat Glesener Comedy Juggler and Illusionist
Industry Entertainment
Experience
Ameriprise Financial July 2006 - Present
Ameriprise Financial Advisors 1992 - Present
Skills
Requirements Gathering
Education
Brown Institute, Minneapolis
Electronics Technology/Technician
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.)
Ameriprise Financial July 2006 - Present
Ameriprise Financial Advisors 1992 - Present
Skills
Requirements Gathering
Education
Brown Institute, Minneapolis
Electronics Technology/Technician
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.)
Stephen Randall's Ameriprise Financial Advisors Experience June 1998 - December 2000
Job Program Manager at Deluxe Corporation
Industry Computer Software
Experience
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Sunita Sanjanwala's Ameriprise Financial Advisors Experience August 2002 - August 2005
Job Owner at Primrose School of Overland Park
Industry Education Management
Experience
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
Primrose Schools September 2012 - Present
Waddell & Reed Financial Services January 2007 - September 2012
Waddell & Reed January 2006 - December 2007
Ameriprise Financial Advisors August 2002 - August 2005
Skills
SharePoint, MS Office tools, SnagIt, SDLC, Microsoft Office, Process Improvement, Software Documentation, Program Management, Requirements Analysis, Vendor Management, Project Management, Business Intelligence, PMO, Requirements Gathering, Software Project..., PMP, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems
Cheryl Thomas's Ameriprise Financial Advisors Experience November 2000 - December 2005
Job Vice President Human Resources at Wings Financial Credit Union
Industry Human Resources
Experience
Wings Financial Credit Union December 2013 - Present
Thrivent Financial August 2008 - December 2013
Ameriprise Financial December 2005 - October 2007
Ameriprise Financial Advisors November 2000 - December 2005
American Express Financial Advisors July 1996 - October 2000
American Express Financial Advisors 1997 - 1999
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1990 - 1993
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Relations, Human Resources, Personnel Management, Workforce Planning, Change Management, Employee Training, Leadership, Coaching, Employee Benefits, Vendor Management, Team Building, Strategic Human...
Education
University of Minnesota-Twin Cities
BA
Wings Financial Credit Union December 2013 - Present
Thrivent Financial August 2008 - December 2013
Ameriprise Financial December 2005 - October 2007
Ameriprise Financial Advisors November 2000 - December 2005
American Express Financial Advisors July 1996 - October 2000
American Express Financial Advisors 1997 - 1999
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1990 - 1993
Skills
Talent Management, Succession Planning, Performance Management, Employee Engagement, Employee Relations, Human Resources, Personnel Management, Workforce Planning, Change Management, Employee Training, Leadership, Coaching, Employee Benefits, Vendor Management, Team Building, Strategic Human...
Education
University of Minnesota-Twin Cities
BA
Daniel Bondinell's Ameriprise Financial Advisors Experience May 2003 - June 2006
Job Owner
Industry Insurance
Experience
Orange Insurance Group June 2012 - Present
AMPOL Insurance Agency September 2011 - June 2012
Flexible Benefit Service Corporation June 2010 - August 2011
Flexible Benefit Service Corporation May 2009 - June 2010
Mark/Ryan Associates February 2008 - July 2008
New York Life June 2006 - July 2008
Ameriprise Financial Advisors May 2003 - June 2006
Mittal Steel - formerly Bethlehem Steel Co. April 2002 - April 2003
Mittal Steel - formerly Bethlehem Steel Co. March 2001 - April 2002
Sisa-Yong-O-sa : English Centers for Children (E.C.C) September 1999 - September 2000
Skills
Health Insurance, Disability Insurance, Annuities, Sales Support, Inside Sales, Sales Management, Term Life Insurance, Universal Life, Whole Life, Cold Calling, Wealth Management, Estate Planning, College Savings Plans, Sales Recruitment, Marketing Strategy, Long Term Care, Medicare Supplements, Medicare Part D, Investments, Medicare, Brokers, IRAs, Financial Planners, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Life Insurance, Recruiting, Financial Advisory, Sales Operations, Mutual Funds, Retirement, Long-term Care, Retirement Planning, Insurance, Employee Benefits, 401k, Finance, Financial Planning, Securities
Education
University of Maryland College Park
B.A., Business, Art History
Orange Insurance Group June 2012 - Present
AMPOL Insurance Agency September 2011 - June 2012
Flexible Benefit Service Corporation June 2010 - August 2011
Flexible Benefit Service Corporation May 2009 - June 2010
Mark/Ryan Associates February 2008 - July 2008
New York Life June 2006 - July 2008
Ameriprise Financial Advisors May 2003 - June 2006
Mittal Steel - formerly Bethlehem Steel Co. April 2002 - April 2003
Mittal Steel - formerly Bethlehem Steel Co. March 2001 - April 2002
Sisa-Yong-O-sa : English Centers for Children (E.C.C) September 1999 - September 2000
Skills
Health Insurance, Disability Insurance, Annuities, Sales Support, Inside Sales, Sales Management, Term Life Insurance, Universal Life, Whole Life, Cold Calling, Wealth Management, Estate Planning, College Savings Plans, Sales Recruitment, Marketing Strategy, Long Term Care, Medicare Supplements, Medicare Part D, Investments, Medicare, Brokers, IRAs, Financial Planners, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Life Insurance, Recruiting, Financial Advisory, Sales Operations, Mutual Funds, Retirement, Long-term Care, Retirement Planning, Insurance, Employee Benefits, 401k, Finance, Financial Planning, Securities
Education
University of Maryland College Park
B.A., Business, Art History
Jeannie Kao's Ameriprise Financial Advisors Experience June 2006 - September 2006
Job Financial Reporting Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2006 - Present
Ameriprise Financial Advisors June 2006 - September 2006
Education
University of Michigan 2002 — 2006
Statistics, Math, Spanish
UBS Financial Services October 2006 - Present
Ameriprise Financial Advisors June 2006 - September 2006
Education
University of Michigan 2002 — 2006
Statistics, Math, Spanish
Jeff Stremcha's Ameriprise Financial Advisors Experience 2005 - 2011
Job Retired
Industry Financial Services
Experience
My House January 2011 - Present
Ameriprise Financial February 2005 - March 2011
Ameriprise Financial Advisors 2005 - 2011
American Express 1984 - 2005
Skills
Vendor Management, SDLC, Process Improvement, Financial Services, IT Strategy, Business Analysis, Program Management, Risk Management, Change Management, Business Process..., Enterprise Architecture, Portfolio Management, Strategic Planning, PMO, Project Portfolio..., Cross-functional Team..., Relationship Management, Project Management, Outsourcing, Team Building, Credit, Governance, Business Transformation, Strategy, Leadership, Business Process, CRM, Business Intelligence
Education
Southwest Minnesota State University
My House January 2011 - Present
Ameriprise Financial February 2005 - March 2011
Ameriprise Financial Advisors 2005 - 2011
American Express 1984 - 2005
Skills
Vendor Management, SDLC, Process Improvement, Financial Services, IT Strategy, Business Analysis, Program Management, Risk Management, Change Management, Business Process..., Enterprise Architecture, Portfolio Management, Strategic Planning, PMO, Project Portfolio..., Cross-functional Team..., Relationship Management, Project Management, Outsourcing, Team Building, Credit, Governance, Business Transformation, Strategy, Leadership, Business Process, CRM, Business Intelligence
Education
Southwest Minnesota State University
David Steglich's Ameriprise Financial Advisors Experience October 2009 - Present
Job Vice President, Strategy and Business Development at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors October 2009 - Present
DMS Consulting, LLC November 2007 - September 2009
Walker Art Center March 2006 - September 2007
McKinsey & Company January 2000 - February 2006
Dorsey & Whitney LLP October 1997 - September 1999
U.S. District Court November 1995 - June 1997
Skills
Strategic Planning, Analytics, Business Strategy, Mergers, Competitive Analysis, Financial Modeling, Strategy, Mergers & Acquisitions, Budgets, Due Diligence, Executive Management, Management Consulting, Team Leadership, Finance, Leadership, Start-ups
Education
Yale Law School 1992 — 1995
JD
Trinity College Dublin 1990 — 1991
NA, Economics, Political Theory
St. Olaf College 1985 — 1989
BA, magne cum laude, Mathematics, Philosophy
Ameriprise Financial Advisors October 2009 - Present
DMS Consulting, LLC November 2007 - September 2009
Walker Art Center March 2006 - September 2007
McKinsey & Company January 2000 - February 2006
Dorsey & Whitney LLP October 1997 - September 1999
U.S. District Court November 1995 - June 1997
Skills
Strategic Planning, Analytics, Business Strategy, Mergers, Competitive Analysis, Financial Modeling, Strategy, Mergers & Acquisitions, Budgets, Due Diligence, Executive Management, Management Consulting, Team Leadership, Finance, Leadership, Start-ups
Education
Yale Law School 1992 — 1995
JD
Trinity College Dublin 1990 — 1991
NA, Economics, Political Theory
St. Olaf College 1985 — 1989
BA, magne cum laude, Mathematics, Philosophy
Dario Christopherson's Ameriprise Financial Advisors Experience March 2008 - Present
Job In Class Geometry Tudor at Clear Lake High School
Industry Financial Services
Experience
Clear Lake High School October 2009 - Present
Ameriprise Financial Advisors March 2008 - Present
Iglesia Bautista El Refugio December 2007 - Present
Education
University of Houston-Clear Lake 2000 — 2002
BBA, Marketing and Management
Clear Lake High School October 2009 - Present
Ameriprise Financial Advisors March 2008 - Present
Iglesia Bautista El Refugio December 2007 - Present
Education
University of Houston-Clear Lake 2000 — 2002
BBA, Marketing and Management
Jason Davidson's Ameriprise Financial Advisors Experience July 1999 - April 2002
Job Systems Administrator
Industry Financial Services
Experience
Iberia Bank Mortgage June 2014 - Present
HomeBanc Mortgage October 2010 - April 2014
Colonial Bank February 2009 - February 2010
Market Street Mortgage April 2002 - October 2007
Ameriprise Financial Advisors July 1999 - April 2002
Wolverine Anesthesia Consultants 1991 - 1999
Skills
Mortgage Lending, Banking, Credit Analysis, Finance, Mortgage Banking, FHA, Secondary Mortgage..., System Administration, Hedging, Trading, Best Execution, Pipeline Management, Report Writing, Investor Relations, Vendor Management, Pricing, Credit, Loan Origination, Management, Refinance, Residential Mortgages, Risk Management, Loans
Education
University of Central Florida 1995 — 1999
Bachelor of Science (BS), Accounting
Iberia Bank Mortgage June 2014 - Present
HomeBanc Mortgage October 2010 - April 2014
Colonial Bank February 2009 - February 2010
Market Street Mortgage April 2002 - October 2007
Ameriprise Financial Advisors July 1999 - April 2002
Wolverine Anesthesia Consultants 1991 - 1999
Skills
Mortgage Lending, Banking, Credit Analysis, Finance, Mortgage Banking, FHA, Secondary Mortgage..., System Administration, Hedging, Trading, Best Execution, Pipeline Management, Report Writing, Investor Relations, Vendor Management, Pricing, Credit, Loan Origination, Management, Refinance, Residential Mortgages, Risk Management, Loans
Education
University of Central Florida 1995 — 1999
Bachelor of Science (BS), Accounting
Kareem Shaaban's Ameriprise Financial Advisors Experience January 2006 - February 2008
Job Financial Advisor/President Tradewind Financial Group
Industry Financial Services
Experience
DBHC Marketing LTD January 2009 - January 2015
Tradewind Financial Group January 2010 - November 2014
Bank of Oklahma Securities Corp January 2008 - March 2009
Ameriprise Financial Advisors January 2006 - February 2008
Skills
Retirement, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Financial Services, Financial Advisory, Finance, Life Insurance
Education
University of Houston 1999 — 2004
Buisness, Hotel & Restaurant Mgmt.
DBHC Marketing LTD January 2009 - January 2015
Tradewind Financial Group January 2010 - November 2014
Bank of Oklahma Securities Corp January 2008 - March 2009
Ameriprise Financial Advisors January 2006 - February 2008
Skills
Retirement, Strategic Financial..., Estate Planning, Insurance, Wealth Management, Financial Services, Financial Advisory, Finance, Life Insurance
Education
University of Houston 1999 — 2004
Buisness, Hotel & Restaurant Mgmt.
Grant Zimmerman's Ameriprise Financial Advisors Experience August 2005 - November 2006
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Jorgen Slots's Ameriprise Financial Advisors Experience January 2007 - May 2007
Job Law Student
Industry Law Practice
Experience
CSA Travel Protection February 2009 - July 2009
Marriott International June 2008 - December 2008
Ameriprise Financial Advisors January 2007 - May 2007
Education
University of San Diego 2003 — 2007
business
CSA Travel Protection February 2009 - July 2009
Marriott International June 2008 - December 2008
Ameriprise Financial Advisors January 2007 - May 2007
Education
University of San Diego 2003 — 2007
business
Donald Jones (D.J.)'s Ameriprise Financial Advisors Experience 1999 - 2003
Job Owner of Overlode Inc
Industry Accounting
Experience
Overlode Inc August 2010 - Present
Millennium Bank 2006 - October 2010
Community First National Bank 2003 - 2006
Ameriprise Financial Advisors 1999 - 2003
U.S. Navy 1994 - 1999
Acacia Fraternity 1989 - 1993
Education
University of Colorado Boulder 1989 — 1993
Overlode Inc August 2010 - Present
Millennium Bank 2006 - October 2010
Community First National Bank 2003 - 2006
Ameriprise Financial Advisors 1999 - 2003
U.S. Navy 1994 - 1999
Acacia Fraternity 1989 - 1993
Education
University of Colorado Boulder 1989 — 1993
Mark Deneen's Ameriprise Financial Advisors Experience 2005 - Present
Job Enterprise Systems Architect at Downtown
Industry Financial Services
Experience
Downtown Enterprise Systems ArchitectAmeriprise Financial, Inc.2005 - Present
Ameriprise Financial Advisors 2005 - Present
IBM Global Services 2005 - Present
Education
University of Minnesota - Carlson School of Management
Downtown Enterprise Systems ArchitectAmeriprise Financial, Inc.2005 - Present
Ameriprise Financial Advisors 2005 - Present
IBM Global Services 2005 - Present
Education
University of Minnesota - Carlson School of Management
Anna Retsema's Ameriprise Financial Advisors Experience November 1996 - May 2001
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2009 - March 2014
Wachovia Securities July 2007 - December 2008
Wachovia Securities June 2005 - July 2007
RBC Dain Rauscher April 2004 - May 2005
Wells Fargo Investments May 2001 - March 2004
Ameriprise Financial Advisors November 1996 - May 2001
IBM Global Services June 1996 - November 1996
Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking
Education
The University of Connecticut 1988 — 1993
Bachelor's, Political Science
David Wainscott, CIMA® CFP®'s Ameriprise Financial Advisors Experience January 2009 - August 2012
Job Vice President of Investments at Ameriprise Financial Advisors
Industry Financial Services
Experience
Self - Employed September 2012 - Present
Ameriprise Financial Advisors January 2009 - August 2012
Merrill Lynch August 2004 - January 2009
Morgan Stanley March 1998 - August 2004
Skills
Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Securities, Alternative Investments, Estate Planning, FINRA, Life Insurance, Risk Management, Trading, Finance, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Financial Risk, Financial Services, Series 63, Strategic Financial..., Asset Management, Financial Advisory, Retirement, Financial Planning
Education
University of Pennsylvania - The Wharton School (CA) 2006 — 2006
Certified Investment Management Analyst, Finance
The American College 2003 — 2003
CERTIFIED FINANCIAL PLANNER™
University of Houston, C.T. Bauer College of Business 1991 — 1995
BBA, Marketing
Self - Employed September 2012 - Present
Ameriprise Financial Advisors January 2009 - August 2012
Merrill Lynch August 2004 - January 2009
Morgan Stanley March 1998 - August 2004
Skills
Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Securities, Alternative Investments, Estate Planning, FINRA, Life Insurance, Risk Management, Trading, Finance, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Financial Risk, Financial Services, Series 63, Strategic Financial..., Asset Management, Financial Advisory, Retirement, Financial Planning
Education
University of Pennsylvania - The Wharton School (CA) 2006 — 2006
Certified Investment Management Analyst, Finance
The American College 2003 — 2003
CERTIFIED FINANCIAL PLANNER™
University of Houston, C.T. Bauer College of Business 1991 — 1995
BBA, Marketing
Reuben D Brown's Ameriprise Financial Advisors Experience 1991 - Present
Job Owner, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services August 1991 - Present
Ameriprise Financial Advisors 1991 - Present
Skills
Series 7, Mutual Funds, Education Funding, Retirement Planning, 401k Rollovers, Investments, Financial Advisory, Wealth Management, Retirement, 401k, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Ameriprise Financial Services August 1991 - Present
Ameriprise Financial Advisors 1991 - Present
Skills
Series 7, Mutual Funds, Education Funding, Retirement Planning, 401k Rollovers, Investments, Financial Advisory, Wealth Management, Retirement, 401k, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Brian Bechtold's Ameriprise Financial Advisors Experience April 2000 - September 2001
Job Financial Accounting Manager at BB&T Securities
Industry Financial Services
Experience
BB&T Securities March 2011 - Present
BB&T Securities July 2008 - March 2011
Wachovia Securities March 2005 - July 2008
Wachovia Securities April 2002 - March 2005
Reeves International September 2001 - April 2002
Ameriprise Financial Advisors April 2000 - September 2001
Education
Wake Forest University 2014 — 2015
BB&T Banking School, Distinguished graduate
Strayer University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
BB&T Securities March 2011 - Present
BB&T Securities July 2008 - March 2011
Wachovia Securities March 2005 - July 2008
Wachovia Securities April 2002 - March 2005
Reeves International September 2001 - April 2002
Ameriprise Financial Advisors April 2000 - September 2001
Education
Wake Forest University 2014 — 2015
BB&T Banking School, Distinguished graduate
Strayer University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
Jim Nachtsheim's Ameriprise Financial Advisors Experience 1990 - 2005
Job Retired DirectorSystems Development and SupportAmeriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Ameriprise Financial Services, Inc. July 2005 - March 2013
IDS March 1971 - June 2005
Ameriprise Financial Advisors 1990 - 2005
American Express Financial Advisors 1971 - 2005
Ameriprise Financial 1971 - 2005
IDS 1971 - 1975
Skills
System Administration, Business Analysis, Vendor Management, IT Operations, Process Improvement, Enterprise Architecture, Visio, SDLC, Requirements Gathering, IT Strategy, PMO, Disaster Recovery, Project Portfolio..., Requirements Analysis, Program Management, Risk Management, Financial Services, Business Process...
Education
University of Minnesota - Carlson School of Management 1972 — 1975
MBA, Master's in Business Administration
University of Minnesota - Carlson School of Management 1966 — 1970
BS Business Administration
Robbinsdale High School 1963 — 1966
Patrick Sheng's Ameriprise Financial Advisors Experience April 2005 - April 2008
Job Financial Advisor at World Financial Group (WFG)
Industry Consumer Services
Experience
World Financial Group (WFG) July 2015 - Present
Amway Global June 2007 - Present
Waddell & Reed Financial Services May 2008 - September 2009
Ameriprise Financial Advisors April 2005 - April 2008
Bank of America September 2001 - April 2004
Skills
Marketing Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Microsoft Word, Event Planning, Microsoft Excel, Sales
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
B.S., Management Information Systems
World Financial Group (WFG) July 2015 - Present
Amway Global June 2007 - Present
Waddell & Reed Financial Services May 2008 - September 2009
Ameriprise Financial Advisors April 2005 - April 2008
Bank of America September 2001 - April 2004
Skills
Marketing Strategy, Customer Service, Microsoft Office, Strategic Planning, Team Building, Marketing, Microsoft Word, Event Planning, Microsoft Excel, Sales
Education
University of Nevada Las Vegas Lee Business School 1996 — 2001
B.S., Management Information Systems
Chris Mrozek's Ameriprise Financial Advisors Experience Senior Finance ManagerAmeriprise Financial Services, Inc.2006 - 2013
Job Manager of Financial Analysis at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors Senior Finance ManagerAmeriprise Financial Services, Inc.2006 - 2013
Piper Jaffray Inc (subsidiary of US Bank from 1997 to 2003) 2000 - 2006
Piper Jaffray 2000 - 2006
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1979
Ameriprise Financial Advisors Senior Finance ManagerAmeriprise Financial Services, Inc.2006 - 2013
Piper Jaffray Inc (subsidiary of US Bank from 1997 to 2003) 2000 - 2006
Piper Jaffray 2000 - 2006
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1979
Brandon Benson's Ameriprise Financial Advisors Experience 2001 - 2007
Job Network Engineer at UnitedHealth Group
Industry Computer Networking
Experience
UnitedHealth Group May 2013 - Present
British Telecom 1998 - May 2013
Ameriprise Financial Advisors 2001 - 2007
Education
University of Minnesota-Twin Cities 1990 — 1995
UnitedHealth Group May 2013 - Present
British Telecom 1998 - May 2013
Ameriprise Financial Advisors 2001 - 2007
Education
University of Minnesota-Twin Cities 1990 — 1995
Debra Lucke's Ameriprise Financial Advisors Experience March 2010 - Present
Job Compliance Manager at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Advisors March 2010 - Present
Piper Jaffray 1989 - 2008
Education
University of Minnesota-Twin Cities
Ameriprise Financial Advisors March 2010 - Present
Piper Jaffray 1989 - 2008
Education
University of Minnesota-Twin Cities
Jim Huss's Ameriprise Financial Advisors Experience 1998 - Present
Job retired Director Strategic Sourcing Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Advisors 1998 - Present
Ameriprise Financial October 1998 - June 2012
Skills
Strategic Sourcing, Vendor Management, Process Improvement, Ariba
Education
University of Minnesota-Twin Cities 1969 — 1973
Ameriprise Financial Advisors 1998 - Present
Ameriprise Financial October 1998 - June 2012
Skills
Strategic Sourcing, Vendor Management, Process Improvement, Ariba
Education
University of Minnesota-Twin Cities 1969 — 1973
Allan Harari's Ameriprise Financial Advisors Experience June 2007 - January 2009
Job Owner/Operator at HomeonQ
Industry Consumer Services
Experience
HomeonQ January 2012 - Present
USAA January 2009 - Present
Ameriprise Financial Advisors June 2007 - January 2009
Education
The University of Texas at San Antonio 2006 — 2011
HomeonQ January 2012 - Present
USAA January 2009 - Present
Ameriprise Financial Advisors June 2007 - January 2009
Education
The University of Texas at San Antonio 2006 — 2011
Dhamandeep Judge's Ameriprise Financial Advisors Experience August 2007 - July 2011
Job Regional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investements February 2015 - Present
Columbia Threadneedle Investments 2011 - Present
Ameriprise Financial Advisors August 2007 - July 2011
Skills
Mutual Funds, Sales, Asset Allocation, Budgets, Series 7, Portfolio Management, Investments, Finance, Accounting, Asset Management, Equities, Financial Services, Investment Strategies
Education
University of Alabama 1999 — 2005
Engineering, Chemical Engineering
Columbia Threadneedle Investements February 2015 - Present
Columbia Threadneedle Investments 2011 - Present
Ameriprise Financial Advisors August 2007 - July 2011
Skills
Mutual Funds, Sales, Asset Allocation, Budgets, Series 7, Portfolio Management, Investments, Finance, Accounting, Asset Management, Equities, Financial Services, Investment Strategies
Education
University of Alabama 1999 — 2005
Engineering, Chemical Engineering
Max Dalton's Ameriprise Financial Advisors Experience June 2005 - June 2006
Job Vice President New York and New England
Industry Financial Services
Experience
Alpine Woods Capital Investors November 2011 - Present
Eaton Vance Distributors July 2006 - November 2011
Ameriprise Financial Advisors June 2005 - June 2006
Skills
Series 7, Series 66, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Securities, Series 63, Series 65, Uniform Combined State..., Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Major in Business Administration Finance Focus, Minor in Economics
Alpine Woods Capital Investors November 2011 - Present
Eaton Vance Distributors July 2006 - November 2011
Ameriprise Financial Advisors June 2005 - June 2006
Skills
Series 7, Series 66, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Securities, Series 63, Series 65, Uniform Combined State..., Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Major in Business Administration Finance Focus, Minor in Economics
Evelyn Chiang's Ameriprise Financial Advisors Experience March 2000 - December 2001
Job Director @ Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2002 - Present
Ameriprise Financial Advisors March 2000 - December 2001
Sprint Nextel 1999 - 2001
Skills
Retirement Planning, Series 7, Uniform Combined State..., Securities, Retirement, FINRA, Equities, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Banking, IRAs, 401k, Investment Strategies, Fixed Income, 401k Rollovers, Bloomberg, Investment Management, Series 24, Portfolio Management, Investments, Mutual Funds, Wealth Management, Asset Allocation, Fixed Annuities, Series 63
Education
University of North Florida - College of Business Administration 1996 — 2000
BBA, Marketing and Management
Merrill Edge February 2002 - Present
Ameriprise Financial Advisors March 2000 - December 2001
Sprint Nextel 1999 - 2001
Skills
Retirement Planning, Series 7, Uniform Combined State..., Securities, Retirement, FINRA, Equities, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Banking, IRAs, 401k, Investment Strategies, Fixed Income, 401k Rollovers, Bloomberg, Investment Management, Series 24, Portfolio Management, Investments, Mutual Funds, Wealth Management, Asset Allocation, Fixed Annuities, Series 63
Education
University of North Florida - College of Business Administration 1996 — 2000
BBA, Marketing and Management
Gregory Hakim, CRPC's Ameriprise Financial Advisors Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial, CA Insurance #0D51672
Industry Financial Services
Experience
Ameriprise Financial Advisors 2001 - Present
Education
University of California, Irvine 1989 — 1993
B.A., Social Ecology
Ameriprise Financial Advisors 2001 - Present
Education
University of California, Irvine 1989 — 1993
B.A., Social Ecology
Susie Baity's Ameriprise Financial Advisors Experience September 2001 - 2003
Job Assistant Vice President
Industry Financial Services
Experience
Realty Capital Securities, LLC 2010 - Present
North Star Financial Consultants June 2009 - January 2010
North Star Financial Consultants July 2007 - June 2009
CNL Securities Corp. 2003 - 2007
CNL 2003 - 2007
Ameriprise Financial Advisors September 2001 - 2003
Skills
Series 63, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, FINRA, Retirement Planning, Asset Managment, Asset Allocation, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Financial Services, Financial Advisory, Real Estate, Sales, Portfolio Management
Education
University of Michigan 1984 — 1988
BA, Communication
Realty Capital Securities, LLC 2010 - Present
North Star Financial Consultants June 2009 - January 2010
North Star Financial Consultants July 2007 - June 2009
CNL Securities Corp. 2003 - 2007
CNL 2003 - 2007
Ameriprise Financial Advisors September 2001 - 2003
Skills
Series 63, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, FINRA, Retirement Planning, Asset Managment, Asset Allocation, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Financial Services, Financial Advisory, Real Estate, Sales, Portfolio Management
Education
University of Michigan 1984 — 1988
BA, Communication
Barb Ries's Ameriprise Financial Advisors Experience January 1985 - January 2002
Job Executive Administrative Assistant at Ceridian
Industry Information Technology and Services
Experience
Ceridian December 2008 - Present
GMAC ResCap 2003 - 2008
Ameriprise Financial Advisors January 1985 - January 2002
Wells Fargo Bank July 1979 - December 1984
Education
St. Cloud State University - Herberger Business School 1974 — 1978
B.S., Finance
Ceridian December 2008 - Present
GMAC ResCap 2003 - 2008
Ameriprise Financial Advisors January 1985 - January 2002
Wells Fargo Bank July 1979 - December 1984
Education
St. Cloud State University - Herberger Business School 1974 — 1978
B.S., Finance
Sony Malhotra's Ameriprise Financial Advisors Experience June 2010 - June 2011
Job Vice President at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Advisors June 2010 - June 2011
Ameriprise Financial June 2006 - June 2010
Skills
Series 7, Series 24
Education
University of Minnesota-Twin Cities 1993 — 1998
Bachelor's degree, Finance, General
Irondale High School
Ameriprise Financial Services, Inc. June 2011 - Present
Ameriprise Financial Advisors June 2010 - June 2011
Ameriprise Financial June 2006 - June 2010
Skills
Series 7, Series 24
Education
University of Minnesota-Twin Cities 1993 — 1998
Bachelor's degree, Finance, General
Irondale High School
Donna ONeill's Ameriprise Financial Advisors Experience July 2002 - May 2005
Job Sr HR Consultant City of Durham
Industry Government Administration
Experience
City of Durham May 2005 - Present
Ameriprise Financial Advisors July 2002 - May 2005
Verizon/Worldcom/MCI November 2000 - July 2002
Skills
Change Management, Organizational..., Strategic Planning, Policy, Leadership Development, Employee Relations, Government, Microsoft Office, Project Management, Training, Policy Analysis, Coaching, Process Improvement, Recruiting, Human Resources
Education
University of Phoenix 2002 — 2004
MBA/HRM, Business and HR Management
Widener University
BS/BA, Business / HR
City of Durham May 2005 - Present
Ameriprise Financial Advisors July 2002 - May 2005
Verizon/Worldcom/MCI November 2000 - July 2002
Skills
Change Management, Organizational..., Strategic Planning, Policy, Leadership Development, Employee Relations, Government, Microsoft Office, Project Management, Training, Policy Analysis, Coaching, Process Improvement, Recruiting, Human Resources
Education
University of Phoenix 2002 — 2004
MBA/HRM, Business and HR Management
Widener University
BS/BA, Business / HR
Benjamin Becker's Ameriprise Financial Advisors Experience November 2006 - March 2007
Job Research Analyst at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - June 2014
Ameriprise Financial Services, Inc. April 2007 - April 2013
Ameriprise Financial Advisors November 2006 - March 2007
Skills
Financial Advisory, Series 7, Strategy, Asset Allocation, Finance, Financial Services, Mutual Funds, Financial Analysis, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
MBA, Finance
University of Missouri-Columbia 2002 — 2006
BA, Political Science
Hopkins High School
Ameriprise Financial Services, Inc. July 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - June 2014
Ameriprise Financial Services, Inc. April 2007 - April 2013
Ameriprise Financial Advisors November 2006 - March 2007
Skills
Financial Advisory, Series 7, Strategy, Asset Allocation, Finance, Financial Services, Mutual Funds, Financial Analysis, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
MBA, Finance
University of Missouri-Columbia 2002 — 2006
BA, Political Science
Hopkins High School
Dennis Tork's Ameriprise Financial Advisors Experience May 2003 - July 2007
Job Commercial Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek RecruiterAerotek Commercial Staffing2007 - Present
Ameriprise Financial Advisors May 2003 - July 2007
Education
St. Cloud State University 2002 — 2006
Bachelors, Finance, Economics
Aerotek RecruiterAerotek Commercial Staffing2007 - Present
Ameriprise Financial Advisors May 2003 - July 2007
Education
St. Cloud State University 2002 — 2006
Bachelors, Finance, Economics
Josh Lelchook's Ameriprise Financial Advisors Experience April 2007 - Present
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors April 2007 - Present
Ameriprise Financial 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, Asset Allocation, Wealth Management, Financial Planning, Insurance, Financial Services
Education
University of Maryland College Park 1992 — 1994
Bachelor of Science (B.S.), Finance and Economics
University of Maryland
Bachelor's Degree, Finance
Ameriprise Financial Advisors April 2007 - Present
Ameriprise Financial 2007 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, Asset Allocation, Wealth Management, Financial Planning, Insurance, Financial Services
Education
University of Maryland College Park 1992 — 1994
Bachelor of Science (B.S.), Finance and Economics
University of Maryland
Bachelor's Degree, Finance
Srdjan Blum, CERTIFIED FINANCIAL PLANNER™,CRPC®'s Ameriprise Financial Advisors Experience October 2003 - September 2009
Job Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc. September 2009 - Present
Ameriprise Financial Advisors October 2003 - September 2009
Aeriform Corporation, Houston TX August 2001 - October 2003
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Series 7, Fixed Annuities, Investment Advisory, Mutual Funds, Equities, Options, Portfolio Management, Alternative Investments, Small Business, Retirement, Wealth
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science, Electrical/Computer Engineering
Investment Professionals, Inc. September 2009 - Present
Ameriprise Financial Advisors October 2003 - September 2009
Aeriform Corporation, Houston TX August 2001 - October 2003
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Wealth Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Series 7, Fixed Annuities, Investment Advisory, Mutual Funds, Equities, Options, Portfolio Management, Alternative Investments, Small Business, Retirement, Wealth
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Science, Electrical/Computer Engineering
Luke Gagnon's Ameriprise Financial Advisors Experience June 2008 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors June 2008 - Present
Education
St. Olaf College 2004 — 2008
BA, Economics
Ameriprise Financial Advisors June 2008 - Present
Education
St. Olaf College 2004 — 2008
BA, Economics
Andrew Terry, MBA's Ameriprise Financial Advisors Experience January 2005 - September 2005
Job Investment Consultant II at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt March 2013 - Present
Private Brokerage Firm October 2009 - March 2013
Private Brokerage Firm October 2009 - March 2013
Regions Bank May 2008 - October 2009
Regions Financial Corporation September 2005 - October 2009
Regions Bank September 2005 - May 2008
Ameriprise Financial Advisors January 2005 - September 2005
Snoozy's Bookstore September 2003 - January 2005
Skills
Financial Analysis, Cash Management, Banking, Customer Service, Credit, Risk Management, Accounting, Microsoft Excel, Access, Microsoft Office, Portfolio Management, Securities, Fixed Income, Mutual Funds, Asset Management, Analysis, Auditing, Trading, Investments, Process Improvement, Spreadsheets, Bloomberg, Finance, Account Reconciliation, Financial Services, Wealth Management, Financial Modeling, Bonds, Financial Reporting, 401k, Alternative Investments, FINRA, Leadership, Data Analysis, Business Analysis, Equities, Outlook, Time Management, Business Development, Financial Risk, Strategic Financial..., Funding, Investment Strategies, Asset Allocation, Pensions, Management, Valuation
Education
University of Alabama at Birmingham 2010 — 2012
Masters, Business Administration
University of Alabama at Birmingham 2001 — 2005
B.S, Business Administration; Finance
Aon Hewitt March 2013 - Present
Private Brokerage Firm October 2009 - March 2013
Private Brokerage Firm October 2009 - March 2013
Regions Bank May 2008 - October 2009
Regions Financial Corporation September 2005 - October 2009
Regions Bank September 2005 - May 2008
Ameriprise Financial Advisors January 2005 - September 2005
Snoozy's Bookstore September 2003 - January 2005
Skills
Financial Analysis, Cash Management, Banking, Customer Service, Credit, Risk Management, Accounting, Microsoft Excel, Access, Microsoft Office, Portfolio Management, Securities, Fixed Income, Mutual Funds, Asset Management, Analysis, Auditing, Trading, Investments, Process Improvement, Spreadsheets, Bloomberg, Finance, Account Reconciliation, Financial Services, Wealth Management, Financial Modeling, Bonds, Financial Reporting, 401k, Alternative Investments, FINRA, Leadership, Data Analysis, Business Analysis, Equities, Outlook, Time Management, Business Development, Financial Risk, Strategic Financial..., Funding, Investment Strategies, Asset Allocation, Pensions, Management, Valuation
Education
University of Alabama at Birmingham 2010 — 2012
Masters, Business Administration
University of Alabama at Birmingham 2001 — 2005
B.S, Business Administration; Finance
Jerry Lindseth's Ameriprise Financial Advisors Experience June 1969 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 2005 - Present
American Express Financial Advisors June 1969 - May 2005
Ameriprise Financial Advisors June 1969 - May 2005
Education
University of Minnesota-Morris 1965 — 1969
BA, Economics
Ameriprise Financial 2005 - Present
American Express Financial Advisors June 1969 - May 2005
Ameriprise Financial Advisors June 1969 - May 2005
Education
University of Minnesota-Morris 1965 — 1969
BA, Economics
Stephen Whiting's Ameriprise Financial Advisors Experience February 1993 - November 2009
Job
Industry Financial Services
Experience
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Jane Beermann's Ameriprise Financial Advisors Experience 1996 - 2007
Job Sr Business Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial AnalystAmeriprise Financial1996 - 2009
Ameriprise Financial 2004 - 2007
Ameriprise Financial Advisors 1996 - 2007
American Express Financial Advisors 1996 - 2005
Education
University of Minnesota-Twin Cities 1982 — 1986
BS, Elementary Education, Psychology
Ameriprise Financial AnalystAmeriprise Financial1996 - 2009
Ameriprise Financial 2004 - 2007
Ameriprise Financial Advisors 1996 - 2007
American Express Financial Advisors 1996 - 2005
Education
University of Minnesota-Twin Cities 1982 — 1986
BS, Elementary Education, Psychology
William Moon's Ameriprise Financial Advisors Experience August 2003 - June 2009
Job Organizational Change Management Consultant with Expertise in Leadership Development, Performance Improvement
Industry Human Resources
Experience
Leaders in Organizational Change Management Consulting in the Providence, Rhode Island Area 2013 - Present
Rhode Island Department of Education May 2012 - May 2013
Contract Consultant May 2013 - 2013
Independence Financial Partners June 2009 - May 2012
Ameriprise Financial Advisors August 2003 - June 2009
Accenture June 1996 - June 2001
Independent Consultant 1990 - 1994
Skills
Organizational..., Organizational Design, Performance Improvement, Leadership Development, Organizational..., Management Consulting, Coaching, Business Process, Performance Management, Instructional Design, Change Management, Consulting, Culture Change, Readiness Assessments, Business Process..., Communications Planning, IT Strategy, Strategic Planning, Future Search, Leadership, Management
Education
Yale University
B.A.., English
Stanford University
M. Ed., Education
Boston University School of Theology
Master of Divinity (M.Div.), Bible/Biblical Studies
Culver Military Academy
Leaders in Organizational Change Management Consulting in the Providence, Rhode Island Area 2013 - Present
Rhode Island Department of Education May 2012 - May 2013
Contract Consultant May 2013 - 2013
Independence Financial Partners June 2009 - May 2012
Ameriprise Financial Advisors August 2003 - June 2009
Accenture June 1996 - June 2001
Independent Consultant 1990 - 1994
Skills
Organizational..., Organizational Design, Performance Improvement, Leadership Development, Organizational..., Management Consulting, Coaching, Business Process, Performance Management, Instructional Design, Change Management, Consulting, Culture Change, Readiness Assessments, Business Process..., Communications Planning, IT Strategy, Strategic Planning, Future Search, Leadership, Management
Education
Yale University
B.A.., English
Stanford University
M. Ed., Education
Boston University School of Theology
Master of Divinity (M.Div.), Bible/Biblical Studies
Culver Military Academy
Kelly Hudak's Ameriprise Financial Advisors Experience September 2004 - Present
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors September 2004 - Present
Education
Tufts University 2004 — 2008
LA
Ameriprise Financial Advisors September 2004 - Present
Education
Tufts University 2004 — 2008
LA
Vern Ehlers Jr, AWMA®, CRPC®'s Ameriprise Financial Advisors Experience July 2011 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Advisors July 2011 - Present
Ameriprise Financial Services, Inc. February 2005 - July 2011
American Express Financial Advisors November 2003 - February 2005
Aflac June 2003 - November 2003
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Insurance, Investments, Estate Planning, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts, Economics and Political Science
Carl Sandburg High School 1995 — 1999
Ameriprise Financial Advisors July 2011 - Present
Ameriprise Financial Services, Inc. February 2005 - July 2011
American Express Financial Advisors November 2003 - February 2005
Aflac June 2003 - November 2003
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, Insurance, Investments, Estate Planning, Retirement, Wealth Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts, Economics and Political Science
Carl Sandburg High School 1995 — 1999
Courtney Kohler's Ameriprise Financial Advisors Experience January 2010 - March 2012
Job Senior Associate, Population Health, Strategy and Analytics
Industry Hospital & Health Care
Experience
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Cassie Seestrom's Ameriprise Financial Advisors Experience June 2000 - April 2007
Job Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2007 - Present
Ameriprise Financial Advisors June 2000 - April 2007
Skills
Banking, Process Improvement, Leadership, Time Management, Credit, Customer Service, Financial Services, Microsoft Excel, Management, Analysis
Education
University of Minnesota Duluth 1996 — 2000
BA, English
Wells Fargo April 2007 - Present
Ameriprise Financial Advisors June 2000 - April 2007
Skills
Banking, Process Improvement, Leadership, Time Management, Credit, Customer Service, Financial Services, Microsoft Excel, Management, Analysis
Education
University of Minnesota Duluth 1996 — 2000
BA, English
Denny Tork's Ameriprise Financial Advisors Experience May 2004 - June 2007
Job Account Executive Food & Beverage at Zepol Corporation
Industry Import and Export
Experience
Zepol Corporation October 2009 - Present
Aerotek August 2007 - August 2009
Ameriprise Financial Advisors May 2004 - June 2007
Education
St. Cloud State University 2002 — 2006
B.S., Finance & Economics
Zepol Corporation October 2009 - Present
Aerotek August 2007 - August 2009
Ameriprise Financial Advisors May 2004 - June 2007
Education
St. Cloud State University 2002 — 2006
B.S., Finance & Economics
Stanley Mical's Ameriprise Financial Advisors Experience June 2002 - August 2008
Job President SKM Associates
Industry Insurance
Experience
SKM Associates October 2009 - Present
Catholic Charities of Baltimore June 2002 - Present
Crystal Palace Baltimore Professional Soccer April 2010 - April 2011
Baltimore County Public Schools September 2009 - June 2010
MetLife Financial Services December 2008 - September 2009
Lutherville Tile & Marble Showroom June 2008 - November 2008
Ameriprise Financial Advisors June 2002 - August 2008
Baltimore County Public Schools February 2002 - June 2002
FMC September 1998 - June 2002
Southern Ionics Incorporated June 1995 - August 1998
Skills
Analysis, Program Management, Product Development, Customer Service, Marketing, Negotiation, Sales Operations, Sales, Chemistry, Team Leadership, Disability Insurance, Life Insurance, Health Insurance
Education
University of Maryland Baltimore County 1973 — 1979
BA, Chemistry
Baltimore Polytechnic Institute 1968 — 1972
Science Option, A Course
SKM Associates October 2009 - Present
Catholic Charities of Baltimore June 2002 - Present
Crystal Palace Baltimore Professional Soccer April 2010 - April 2011
Baltimore County Public Schools September 2009 - June 2010
MetLife Financial Services December 2008 - September 2009
Lutherville Tile & Marble Showroom June 2008 - November 2008
Ameriprise Financial Advisors June 2002 - August 2008
Baltimore County Public Schools February 2002 - June 2002
FMC September 1998 - June 2002
Southern Ionics Incorporated June 1995 - August 1998
Skills
Analysis, Program Management, Product Development, Customer Service, Marketing, Negotiation, Sales Operations, Sales, Chemistry, Team Leadership, Disability Insurance, Life Insurance, Health Insurance
Education
University of Maryland Baltimore County 1973 — 1979
BA, Chemistry
Baltimore Polytechnic Institute 1968 — 1972
Science Option, A Course
Louis Adamson's Ameriprise Financial Advisors Experience October 2002 - July 2009
Job Owner, Adamson Properties, LLC
Industry Real Estate
Experience
Adamson Properties, LLC January 2005 - Present
Ameriprise Financial Advisors October 2002 - July 2009
Skills
Investments, Mortgage Lending, Marketing, Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Sales Management, Management Consulting, Real Estate, Investment Properties
Education
State University of New York College at Fredonia 1997 — 2002
BA, Economics, Applied mathematics
Adamson Properties, LLC January 2005 - Present
Ameriprise Financial Advisors October 2002 - July 2009
Skills
Investments, Mortgage Lending, Marketing, Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Sales Management, Management Consulting, Real Estate, Investment Properties
Education
State University of New York College at Fredonia 1997 — 2002
BA, Economics, Applied mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.