Ameriprise Financial Services
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. Customer service: 1 (800) 862-7919 Headquarters: Minneapolis, MN CEO: James Cracchiolo (Sep 2005–) Subsidiaries: RiverSource, RiverSource Distributors Inc,
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Ameriprise Financial Services Employees
Employee
Years
Job
Industry
Darren Frank Darren Frank's Ameriprise Financial Services Experience May 2005 - May 2006
Job Owner, CEO & GM at Seeking Indigo
Industry Retail
Experience
Seeking Indigo March 2014 - Present
Winstead PC October 2013 - March 2014
Mayer Brown April 2012 - October 2013
Grant Thornton June 2011 - March 2012
NIST July 2009 - August 2009
Princeton Review January 2008 - May 2009
Caplan, Buckner July 2008 - August 2008
Chesapeake Smart Homes May 2006 - October 2006
Ameriprise Financial Services May 2005 - May 2006
St. Mary's College of Maryland September 2001 - May 2005
Skills
Tax, Research, Legal Research, Due Diligence, Mergers, Mergers & Acquisitions, Corporate Law, Finance, Legal Writing, Intellectual Property, Administrative Law, Tax Law, Microsoft Excel, Commercial Litigation, Start-ups, Litigation, Management, Employee Benefits, Corporate Governance
Education
Georgetown University Law Center 2010 — 2010
LL.M., Taxation
Georgetown University Law Center 2007 — 2010
J.D.
St. Mary's College of Maryland 2001 — 2005
B.A., Economics
Lingnan University 2004 — 2004
Seeking Indigo March 2014 - Present
Winstead PC October 2013 - March 2014
Mayer Brown April 2012 - October 2013
Grant Thornton June 2011 - March 2012
NIST July 2009 - August 2009
Princeton Review January 2008 - May 2009
Caplan, Buckner July 2008 - August 2008
Chesapeake Smart Homes May 2006 - October 2006
Ameriprise Financial Services May 2005 - May 2006
St. Mary's College of Maryland September 2001 - May 2005
Skills
Tax, Research, Legal Research, Due Diligence, Mergers, Mergers & Acquisitions, Corporate Law, Finance, Legal Writing, Intellectual Property, Administrative Law, Tax Law, Microsoft Excel, Commercial Litigation, Start-ups, Litigation, Management, Employee Benefits, Corporate Governance
Education
Georgetown University Law Center 2010 — 2010
LL.M., Taxation
Georgetown University Law Center 2007 — 2010
J.D.
St. Mary's College of Maryland 2001 — 2005
B.A., Economics
Lingnan University 2004 — 2004
Armand B. St. Raymond, MBA, CRPC®'s Ameriprise Financial Services Experience September 1997 - Present
Job Associate Financial Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services September 1997 - Present
Lykes Bros. Steamship Co. June 1985 - September 1990
GRANT THORNTON 1983 - 1985
Education
Tulane University - A.B. Freeman School of Business 1979 — 1981
MBA, Accounting and Finance
Tulane University 1975 — 1979
BS, Biology and Chemistry
Ameriprise Financial Services September 1997 - Present
Lykes Bros. Steamship Co. June 1985 - September 1990
GRANT THORNTON 1983 - 1985
Education
Tulane University - A.B. Freeman School of Business 1979 — 1981
MBA, Accounting and Finance
Tulane University 1975 — 1979
BS, Biology and Chemistry
Glenn E. Holbert's Ameriprise Financial Services Experience September 2007 - June 2009
Job Financial Professional at AXA Advisors, DBA Azpire Financial & Insurance Services
Industry Financial Services
Experience
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
Azpire Financial & Insurance Services December 2013 - Present
AXA Advisors September 2013 - Present
B.B. Graham & Co. D.B.A. Azpire Investment Management May 2012 - September 2013
White Pacific Securities, Inc. January 2010 - March 2012
Ameriprise Financial Services September 2007 - June 2009
First Allied Securities June 2005 - September 2007
A.G. Edwards September 1994 - June 2005
Olde Discount (Acquired by H&R Block Financial Advisors) September 1991 - September 1994
Education
Gonzaga University 2007 — 2010
Masters, Organizational Leadership
San Diego State University-California State University 1982 — 1988
Bachelor's of Arts, Economics
David Feldstein David Feldstein's Ameriprise Financial Services Experience November 1982 - December 2009
Job Certified Financial Planner (retired), historian & photographer
Industry Financial Services
Experience
Ameriprise Financial Services November 1982 - December 2009
Ameriprise Financial Services, Inc. January 1982 - December 2009
University of Toledo 1977 - 1981
Skills
Portfolio Management, US history 1850-1950, Public Speaking, Finance, Microsoft Excel, Customer Service, Analysis, Microsoft Office, Strategic Financial..., Insurance, Leadership, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Series 7, Retirement, Asset Allocation, Series 63, Event Photography, Team Building, Community Outreach, Teaching, Nonprofits
Education
University of Toledo 1975 — 1981
Ph.D. candidate, University Administration
Kent State University 1965 — 1973
Bachelor of Science in Education, Masters of Education, English/Language Arts Teacher Education, Student Personnel Services
Ameriprise Financial Services November 1982 - December 2009
Ameriprise Financial Services, Inc. January 1982 - December 2009
University of Toledo 1977 - 1981
Skills
Portfolio Management, US history 1850-1950, Public Speaking, Finance, Microsoft Excel, Customer Service, Analysis, Microsoft Office, Strategic Financial..., Insurance, Leadership, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Series 7, Retirement, Asset Allocation, Series 63, Event Photography, Team Building, Community Outreach, Teaching, Nonprofits
Education
University of Toledo 1975 — 1981
Ph.D. candidate, University Administration
Kent State University 1965 — 1973
Bachelor of Science in Education, Masters of Education, English/Language Arts Teacher Education, Student Personnel Services
Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT) Kim Landers, B.A., A.A.S., R.T.(R)(CT)(ARRT)'s Ameriprise Financial Services Experience 2004 - 2006
Job Radiologic Technologist
Industry Hospital & Health Care
Experience
Denton Regional Medical Center (subsidiary hospital of HCA) May 2014 - August 2014
Medical Center of Mckinney January 2014 - May 2014
Gaylord Texan 2010 - 2012
Sutera Spa 2007 - 2010
WM Financial Services 2007 - 2007
Fidelity Investments 2006 - 2006
Ameriprise Financial Services 2004 - 2006
Self Employed 2003 - 2004
Skills
Healthcare, Teaching, Data Entry, Licensing, Leadership, Microsoft Office, Spanish, Microsoft Excel, SPSS, Critical Thinking, Customer Service, Teamwork, Hospitals, Microsoft Word, Therapeutic Massage, Research, Cpr Certified, Public Speaking, Clinical Research, Higher Education, Nutrition, Access, Statistics, Event Planning, Finance, PowerPoint, Nonprofits, Data Analysis
Education
Brookhaven Community College 2014 — 2014
Advanced Technical Certificate, Computed Tomography
Brookhaven Community College 2012 — 2013
Associate in Applied Science, Radiologic Sciences
University of California, Irvine
Bachelor of Arts (BA), Economics
Denton Regional Medical Center (subsidiary hospital of HCA) May 2014 - August 2014
Medical Center of Mckinney January 2014 - May 2014
Gaylord Texan 2010 - 2012
Sutera Spa 2007 - 2010
WM Financial Services 2007 - 2007
Fidelity Investments 2006 - 2006
Ameriprise Financial Services 2004 - 2006
Self Employed 2003 - 2004
Skills
Healthcare, Teaching, Data Entry, Licensing, Leadership, Microsoft Office, Spanish, Microsoft Excel, SPSS, Critical Thinking, Customer Service, Teamwork, Hospitals, Microsoft Word, Therapeutic Massage, Research, Cpr Certified, Public Speaking, Clinical Research, Higher Education, Nutrition, Access, Statistics, Event Planning, Finance, PowerPoint, Nonprofits, Data Analysis
Education
Brookhaven Community College 2014 — 2014
Advanced Technical Certificate, Computed Tomography
Brookhaven Community College 2012 — 2013
Associate in Applied Science, Radiologic Sciences
University of California, Irvine
Bachelor of Arts (BA), Economics
Jason Helterbridle, CRPC® Jason Helterbridle, CRPC®'s Ameriprise Financial Services Experience 2000 - Present
Job Financial Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services 2000 - Present
Education
College for Financial Planning 2008 — 2009
CRPC, Chartered Retirement Planning Counselor
The Ohio State University 1991 — 1994
Ameriprise Financial Services 2000 - Present
Education
College for Financial Planning 2008 — 2009
CRPC, Chartered Retirement Planning Counselor
The Ohio State University 1991 — 1994
Todd Stangeland Todd Stangeland's Ameriprise Financial Services Experience September 2005 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Bankers Life and Casualty Company January 2013 - Present
Ameriprise Financial Services September 2005 - December 2012
Ameriprise Financial Services, Inc. 2005 - 2012
Chrysler Jeep of Woodbury LLC October 2002 - June 2005
Cycle World of Cherry Hill LLC December 1999 - October 2002
Skills
Accounting, Insurance, Life Insurance, Management, Sales
Education
St. Cloud State University
B.S, Finance
Barnesville, MN
High school
Bankers Life and Casualty Company January 2013 - Present
Ameriprise Financial Services September 2005 - December 2012
Ameriprise Financial Services, Inc. 2005 - 2012
Chrysler Jeep of Woodbury LLC October 2002 - June 2005
Cycle World of Cherry Hill LLC December 1999 - October 2002
Skills
Accounting, Insurance, Life Insurance, Management, Sales
Education
St. Cloud State University
B.S, Finance
Barnesville, MN
High school
Daniel Peays's Ameriprise Financial Services Experience September 2007 - May 2008
Job
Industry Computer Software
Experience
Confirmit August 2012 - Present
MarketTools, Inc August 2011 - August 2012
Moody's KMV February 2011 - August 2011
Centro Universitario Villanueva September 2008 - July 2010
Ameriprise Financial Services September 2007 - May 2008
Lash Group Healthcare Consultants March 2007 - September 2007
Nugget Market Inc. October 2001 - February 2007
Skills
Data Analysis, Financial Reporting, Financial Analysis, Customer Service, Microsoft Excel, Salesforce.com, Accounts Receivable, Accounts Payable, Process Improvement, Account Reconciliation, Financial Accounting, General Ledger, Revenue Recognition, Spanish, Great Plains Software, Payroll, Finance, Invoicing
Education
University of California, Davis 2002 — 2006
BA, Economics, Global and International Studies
Confirmit August 2012 - Present
MarketTools, Inc August 2011 - August 2012
Moody's KMV February 2011 - August 2011
Centro Universitario Villanueva September 2008 - July 2010
Ameriprise Financial Services September 2007 - May 2008
Lash Group Healthcare Consultants March 2007 - September 2007
Nugget Market Inc. October 2001 - February 2007
Skills
Data Analysis, Financial Reporting, Financial Analysis, Customer Service, Microsoft Excel, Salesforce.com, Accounts Receivable, Accounts Payable, Process Improvement, Account Reconciliation, Financial Accounting, General Ledger, Revenue Recognition, Spanish, Great Plains Software, Payroll, Finance, Invoicing
Education
University of California, Davis 2002 — 2006
BA, Economics, Global and International Studies
Jatin Ahuja Jatin Ahuja's Ameriprise Financial Services Experience July 2010 - December 2010
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
FINRA May 2012 - May 2015
Cadence Distributors December 2010 - May 2012
Ameriprise Financial Services July 2010 - December 2010
Supreme Court of the State of New York, County of New York (Criminal Court), January 2010 - July 2010
Simon Property Group August 2007 - July 2010
Rising Sun Imports, Inc August 2005 - August 2009
Skills
Sales, Management, Customer Service, Microsoft Office, Recruiting, Finance, Spanish, Microsoft Excel, Financial Analysis, PowerPoint, Courts, Access, Outlook, Financial Modeling, Microsoft Word, Research, Logistics, Public Speaking
Education
City University of New York-Hunter College 2008 — 2012
Bachelor of Science (BS), Political Science and Government
JPMorgan Chase & Co. May 2015 - Present
FINRA May 2012 - May 2015
Cadence Distributors December 2010 - May 2012
Ameriprise Financial Services July 2010 - December 2010
Supreme Court of the State of New York, County of New York (Criminal Court), January 2010 - July 2010
Simon Property Group August 2007 - July 2010
Rising Sun Imports, Inc August 2005 - August 2009
Skills
Sales, Management, Customer Service, Microsoft Office, Recruiting, Finance, Spanish, Microsoft Excel, Financial Analysis, PowerPoint, Courts, Access, Outlook, Financial Modeling, Microsoft Word, Research, Logistics, Public Speaking
Education
City University of New York-Hunter College 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Sherri Tate's Ameriprise Financial Services Experience January 2009 - November 2010
Job Licensed Financial Assistant/Operations Manager at an Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Lynn Vanderhoff Lynn Vanderhoff's Ameriprise Financial Services Experience October 2014 - Present
Job Finding personalized solutions to your retirement questions
Industry Financial Services
Experience
Ameriprise Financial Services October 2014 - Present
"Explorations" with Lynn Vanderhoff August 2012 - Present
Cobb County Parks, Recreation and Cultural Affairs November 2012 - April 2014
Smith-Gilbert Gardens November 2010 - August 2012
ZC Sterling July 2007 - February 2010
Fair Oaks Veterinary Hospital February 2005 - March 2007
CCA Global Partners October 2002 - July 2004
Construction Specifications Institute March 1998 - October 2002
North Georgia College & State University April 1991 - December 1995
Flowers Unlimited September 1981 - May 1990
Skills
Sculpture, Floral Design, Teaching, Art, Leadership, Training, Marketing, Newsletters, Public Relations, Editing, Art Education, Fine Art, Visual Arts, Public Speaking, Marketing Communications, Nonprofits, Entrepreneurship, Program Management, Craft, Painting, Graphic Design, Adobe Creative Suite, Books, Contemporary Art, Gardening
Education
Duke University 1976 — 1980
Bachelor of Arts (B.A.), Fine and Studio Arts
Ameriprise Financial Services October 2014 - Present
"Explorations" with Lynn Vanderhoff August 2012 - Present
Cobb County Parks, Recreation and Cultural Affairs November 2012 - April 2014
Smith-Gilbert Gardens November 2010 - August 2012
ZC Sterling July 2007 - February 2010
Fair Oaks Veterinary Hospital February 2005 - March 2007
CCA Global Partners October 2002 - July 2004
Construction Specifications Institute March 1998 - October 2002
North Georgia College & State University April 1991 - December 1995
Flowers Unlimited September 1981 - May 1990
Skills
Sculpture, Floral Design, Teaching, Art, Leadership, Training, Marketing, Newsletters, Public Relations, Editing, Art Education, Fine Art, Visual Arts, Public Speaking, Marketing Communications, Nonprofits, Entrepreneurship, Program Management, Craft, Painting, Graphic Design, Adobe Creative Suite, Books, Contemporary Art, Gardening
Education
Duke University 1976 — 1980
Bachelor of Arts (B.A.), Fine and Studio Arts
Jennifer Schrader Jennifer Schrader's Ameriprise Financial Services Experience February 2005 - June 2006
Job Senior Marketing Strategist at Welsh and Colliers International | MinneapolisSt. Paul
Industry Marketing and Advertising
Experience
Welsh and Colliers International Minneapolis-St. Paul January 2012 - Present
The Blogger Pool 2010 - Present
4Front Engineered Solutions March 2010 - December 2011
The Wizetrade Group September 2008 - February 2010
Affinity Wealth Management June 2006 - August 2008
Ameriprise Financial Services February 2005 - June 2006
Skills
Marketing, Marketing Communications, Online Marketing, Creative Direction, Management, Strategy, B2B, Public Relations, Content Marketing, Leadership, Blogging, Press Releases, Newsletters, Social Media, Editing, Social Media Marketing, SEO, Product Marketing, SEO copywriting, B2B Marketing, Copywriting, Advertising, Email Marketing, Web Content Management, Digital Marketing, Project Management, Social Media Measurement, Microsoft Office, Brochures, PPC, Online Advertising, Direct Mail, Social Networking, InDesign, YouTube, Web Analytics, Customer Service, Adobe Creative Suite, Case Studies, Facebook, Sales, Google Analytics, B2C marketing, Twitter, Email Etiquette, Training, Sales Operations, Sales Support, Software Marketing, CRM software
Education
Minnesota State University, Mankato 2000 — 2004
BA, English
Hill-Murray High School 1996 — 2000
Welsh and Colliers International Minneapolis-St. Paul January 2012 - Present
The Blogger Pool 2010 - Present
4Front Engineered Solutions March 2010 - December 2011
The Wizetrade Group September 2008 - February 2010
Affinity Wealth Management June 2006 - August 2008
Ameriprise Financial Services February 2005 - June 2006
Skills
Marketing, Marketing Communications, Online Marketing, Creative Direction, Management, Strategy, B2B, Public Relations, Content Marketing, Leadership, Blogging, Press Releases, Newsletters, Social Media, Editing, Social Media Marketing, SEO, Product Marketing, SEO copywriting, B2B Marketing, Copywriting, Advertising, Email Marketing, Web Content Management, Digital Marketing, Project Management, Social Media Measurement, Microsoft Office, Brochures, PPC, Online Advertising, Direct Mail, Social Networking, InDesign, YouTube, Web Analytics, Customer Service, Adobe Creative Suite, Case Studies, Facebook, Sales, Google Analytics, B2C marketing, Twitter, Email Etiquette, Training, Sales Operations, Sales Support, Software Marketing, CRM software
Education
Minnesota State University, Mankato 2000 — 2004
BA, English
Hill-Murray High School 1996 — 2000
Noli Arboleda Noli Arboleda's Ameriprise Financial Services Experience May 2000 - December 2011
Job CEO at Trusted Stewards Financial Planning & Tax Services
Industry Financial Services
Experience
Trusted Stewards Financial Planning & Tax Services January 2011 - Present
Self-employed May 2000 - Present
Ameriprise Financial Services May 2000 - December 2011
United States Navy July 1980 - July 2000
Skills
Comprehensive Financial...
Education
Adamson University 1975 — 1980
Bachelor's degree, Chemical Engineering
Trusted Stewards Financial Planning & Tax Services January 2011 - Present
Self-employed May 2000 - Present
Ameriprise Financial Services May 2000 - December 2011
United States Navy July 1980 - July 2000
Skills
Comprehensive Financial...
Education
Adamson University 1975 — 1980
Bachelor's degree, Chemical Engineering
VS Mehta VS Mehta's Ameriprise Financial Services Experience 1995 - 1999
Job Technology Leader Data & Analytics | Software Engineering | Application Development
Industry Information Technology and Services
Experience
UnitedHealth Group May 2015 - Present
Life Time Fitness 2014 - 2015
Target 2008 - 2013
Target 2007 - 2008
Target 2003 - 2007
Target 1999 - 2002
Ameriprise Financial Services 1995 - 1999
iGate 1995 - 1995
Skills
Software Development, IT Management, Microstrategy, Integration, Vendor Management, Strategy, SDLC, Business Intelligence, Data Integration, Data Warehouse..., SQL, Data Warehousing, Retail, DB2, PMP, IT Strategy, Enterprise Information..., Teradata, BIG Data Innovation, Financial Services, Offshore Software..., Mobile Reporting, Big Data, Enterprise Software, EIM, Master Data Management, Business Process, CRM
Education
Delhi University
Master of Computer Science, Computer Applications
The George Washington University
Master's Certificate in Project Management
Delhi University
Bachelor of Science (BS), Mathematics
UnitedHealth Group May 2015 - Present
Life Time Fitness 2014 - 2015
Target 2008 - 2013
Target 2007 - 2008
Target 2003 - 2007
Target 1999 - 2002
Ameriprise Financial Services 1995 - 1999
iGate 1995 - 1995
Skills
Software Development, IT Management, Microstrategy, Integration, Vendor Management, Strategy, SDLC, Business Intelligence, Data Integration, Data Warehouse..., SQL, Data Warehousing, Retail, DB2, PMP, IT Strategy, Enterprise Information..., Teradata, BIG Data Innovation, Financial Services, Offshore Software..., Mobile Reporting, Big Data, Enterprise Software, EIM, Master Data Management, Business Process, CRM
Education
Delhi University
Master of Computer Science, Computer Applications
The George Washington University
Master's Certificate in Project Management
Delhi University
Bachelor of Science (BS), Mathematics
Douglas Michalski's Ameriprise Financial Services Experience November 2007 - June 2008
Job Staff Accountant at Serakos LTD
Industry Accounting
Experience
Serakos LTD January 2015 - Present
Twin City Fab Inc. November 2013 - Present
Deluxe Corporation February 2012 - November 2013
Twin City Fab, Inc (Contract Position) November 2009 - February 2012
Wells Fargo Bank / Wells Fargo Investments2008 - 2009 June 2008 - October 2009
Ameriprise Financial Services November 2007 - June 2008
Wells Fargo Home Mortgage2003 March 2003 - January 2007
Allied Steel Corporation January 1996 - January 2002
Skills
Investments, Wealth Management, Sales, Series 7, Management, Sales Process, Banking, Retirement Planning, Accounts Receivable, Portfolio Management, Financial Analysis, Retirement, Retail, Process Improvement, CRM, Business Analysis, Account Management, Coaching, Member of AICPA, Auditing, Assurance, Cost Accounting, Microsoft Office, Tax Accounting, Adaptability, Financial Reporting, Data Analysis, Data Mining, Statistical Data..., Statistical Software, Credit, Accounting, Time Management, Leadership, Finance, Budgets, Financial Services, Strategic Planning, Customer Service
Education
The College of St. Scholastica 2014 — 2015
Master of Business Administration (MBA), Finance, General, N/A
The College of St. Scholastica 2010 — 2013
Bachelor's degree, Accounting
Dunwoody Technical Institute 1991 — 1992
Commercial Construction Management, Commercial Construction Management
Serakos LTD January 2015 - Present
Twin City Fab Inc. November 2013 - Present
Deluxe Corporation February 2012 - November 2013
Twin City Fab, Inc (Contract Position) November 2009 - February 2012
Wells Fargo Bank / Wells Fargo Investments2008 - 2009 June 2008 - October 2009
Ameriprise Financial Services November 2007 - June 2008
Wells Fargo Home Mortgage2003 March 2003 - January 2007
Allied Steel Corporation January 1996 - January 2002
Skills
Investments, Wealth Management, Sales, Series 7, Management, Sales Process, Banking, Retirement Planning, Accounts Receivable, Portfolio Management, Financial Analysis, Retirement, Retail, Process Improvement, CRM, Business Analysis, Account Management, Coaching, Member of AICPA, Auditing, Assurance, Cost Accounting, Microsoft Office, Tax Accounting, Adaptability, Financial Reporting, Data Analysis, Data Mining, Statistical Data..., Statistical Software, Credit, Accounting, Time Management, Leadership, Finance, Budgets, Financial Services, Strategic Planning, Customer Service
Education
The College of St. Scholastica 2014 — 2015
Master of Business Administration (MBA), Finance, General, N/A
The College of St. Scholastica 2010 — 2013
Bachelor's degree, Accounting
Dunwoody Technical Institute 1991 — 1992
Commercial Construction Management, Commercial Construction Management
Melony Vera Melony Vera's Ameriprise Financial Services Experience July 2007 - December 2010
Job Student
Industry Hospital & Health Care
Experience
Women’s Care Florida OB & GYN August 2013 - April 2015
IHG International Continental Hotels Group September 2012 - October 2012
Lowe’s Home Improvement March 2011 - August 2012
Ameriprise Financial Services July 2007 - December 2010
Adelante Live August 2006 - June 2007
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, CPR Certified, Telephone Skills, Healthcare, HIPAA, Phlebotomy, Data Entry
Education
Anthem College-Orlando 2012 — 2013
Diploma, Medical/Clinical Assistant
Women’s Care Florida OB & GYN August 2013 - April 2015
IHG International Continental Hotels Group September 2012 - October 2012
Lowe’s Home Improvement March 2011 - August 2012
Ameriprise Financial Services July 2007 - December 2010
Adelante Live August 2006 - June 2007
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, CPR Certified, Telephone Skills, Healthcare, HIPAA, Phlebotomy, Data Entry
Education
Anthem College-Orlando 2012 — 2013
Diploma, Medical/Clinical Assistant
Shane Dillon Shane Dillon's Ameriprise Financial Services Experience January 2010 - Present
Job Music Composer, Producer, and Engineer
Industry Financial Services
Experience
Ameriprise Financial Services January 2010 - Present
SouthEast Link January 2010 - Present
Country Club of Roswell January 2009 - Present
Percussionist, St. Matthew/St. Gabriel Catholic Church January 2009 - Present
Coalition Tunes January 2006 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Caterer, Peach of a Party Catering Services January 2008 - January 2009
Skills
Music Production, Music Industry, Music Composition, Managing Events, Piano Playing, Drums, Music Software
Education
Georgia State University 2007 — 2012
Bachelor of Business Administration, Marketing
North Springs High School 2002 — 2006
Ameriprise Financial Services January 2010 - Present
SouthEast Link January 2010 - Present
Country Club of Roswell January 2009 - Present
Percussionist, St. Matthew/St. Gabriel Catholic Church January 2009 - Present
Coalition Tunes January 2006 - Present
Ameriprise Financial Services, Inc. 2012 - 2012
Caterer, Peach of a Party Catering Services January 2008 - January 2009
Skills
Music Production, Music Industry, Music Composition, Managing Events, Piano Playing, Drums, Music Software
Education
Georgia State University 2007 — 2012
Bachelor of Business Administration, Marketing
North Springs High School 2002 — 2006
Alyssa (Alyssa Willis) Ozer Alyssa (Alyssa Willis) Ozer's Ameriprise Financial Services Experience July 2007 - March 2008
Job Manager, FSO Advisory BPM Practice at EY
Industry Information Technology and Services
Experience
EY March 2014 - Present
BPM Specialists August 2013 - March 2014
DCT Systems Group September 2012 - August 2013
Elite Telecom Services May 2012 - September 2012
National Society of High School Scholars January 2012 - May 2012
Annette Willis Insurance Agency April 2010 - January 2012
Innovolt, Inc April 2008 - January 2010
Ameriprise Financial Services July 2007 - March 2008
Di Modolo Milano March 2006 - May 2007
Skills
New Business Development, Customer Service, Customer Relations, Event Planning, Marketing Strategy, Social Media Marketing, Marketing Communications, Professional Networking, Client Relationship..., Business Relationship..., Community Outreach, Connecting People, Networking, Organizational Structure, Business Process..., Insurance, Account Management, Microsoft Excel, Business Networking, Problem Solving, CRM, Strategic Planning, Management, Start-ups, Team Building, Lead Generation, Public Speaking, Sales Process, Business Development, Strategy, Strategic Partnerships, Marketing, Email Marketing, Program Management, Leadership, Social Media, Contract Negotiation, Team Leadership, Project Management, Vendor Management, Construction Management, Time Management, Human Resources, Public Relations, Sales Operations, Outsourcing
Education
Emory University 2001 — 2005
Bachelor of Arts, Italian Studies
EY March 2014 - Present
BPM Specialists August 2013 - March 2014
DCT Systems Group September 2012 - August 2013
Elite Telecom Services May 2012 - September 2012
National Society of High School Scholars January 2012 - May 2012
Annette Willis Insurance Agency April 2010 - January 2012
Innovolt, Inc April 2008 - January 2010
Ameriprise Financial Services July 2007 - March 2008
Di Modolo Milano March 2006 - May 2007
Skills
New Business Development, Customer Service, Customer Relations, Event Planning, Marketing Strategy, Social Media Marketing, Marketing Communications, Professional Networking, Client Relationship..., Business Relationship..., Community Outreach, Connecting People, Networking, Organizational Structure, Business Process..., Insurance, Account Management, Microsoft Excel, Business Networking, Problem Solving, CRM, Strategic Planning, Management, Start-ups, Team Building, Lead Generation, Public Speaking, Sales Process, Business Development, Strategy, Strategic Partnerships, Marketing, Email Marketing, Program Management, Leadership, Social Media, Contract Negotiation, Team Leadership, Project Management, Vendor Management, Construction Management, Time Management, Human Resources, Public Relations, Sales Operations, Outsourcing
Education
Emory University 2001 — 2005
Bachelor of Arts, Italian Studies
Yuwen Chen Yuwen Chen's Ameriprise Financial Services Experience January 2002 - December 2005
Job Small Business Banking at Capital One
Industry Banking
Experience
Capital One October 2014 - Present
McKinsey & Company January 2012 - September 2014
Bain & Company January 2010 - November 2011
Goldman Sachs June 2008 - August 2008
Ameriprise Financial December 2005 - August 2007
Ameriprise Financial Services January 2002 - December 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Fudan University 1995 — 1999
B.A, Finance
Capital One October 2014 - Present
McKinsey & Company January 2012 - September 2014
Bain & Company January 2010 - November 2011
Goldman Sachs June 2008 - August 2008
Ameriprise Financial December 2005 - August 2007
Ameriprise Financial Services January 2002 - December 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Fudan University 1995 — 1999
B.A, Finance
Charles Davis, CFP Charles Davis, CFP's Ameriprise Financial Services Experience January 1991 - January 2009
Job THE RULE Wealth Management ,Your Partner in Money Decisions
Industry Investment Management
Experience
THE RULE Wealth Managenent LLC January 2010 - Present
Gail Davis Agency, Inc July 2006 - Present
Ameriprise Financial Services January 1991 - January 2009
Financial Planning Assoc November 1979 - June 1991
the College for Financial Planning January 1985 - January 1989
Skills
Tax Reduction, Portfolio Management, Asset Management, Asset, Savings, Investments, Insurance, Financial Planning, Small Business, Securities, Estate Planning, Tax, Wealth Management, Analysis, Wealth, Planning, Budgeting, Strategic Planning, Retirement Planning, Management Consulting, Employee Benefits, Money, Research, Risk Management, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Retirement Income..., Wealth Accumulation, Insurance Planning, Stocks, IRA Rollovers, Personal Finance, Annuities, Mutual Funds, Bonds, 401k, IRA's, Private Wealth..., Wealth Transfer, Charitable Giving, Wealth Preservation, ETFs, Charitable Giving..., Saving for Education, Fixed Annuities, Life Insurance, Financial Services
Education
College for Financial Planning 1980 — 1984
CFP, Financial Planning, Asset Management
Kent State University 1969 — 1978
Economics, math, business
THE RULE Wealth Managenent LLC January 2010 - Present
Gail Davis Agency, Inc July 2006 - Present
Ameriprise Financial Services January 1991 - January 2009
Financial Planning Assoc November 1979 - June 1991
the College for Financial Planning January 1985 - January 1989
Skills
Tax Reduction, Portfolio Management, Asset Management, Asset, Savings, Investments, Insurance, Financial Planning, Small Business, Securities, Estate Planning, Tax, Wealth Management, Analysis, Wealth, Planning, Budgeting, Strategic Planning, Retirement Planning, Management Consulting, Employee Benefits, Money, Research, Risk Management, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Retirement Income..., Wealth Accumulation, Insurance Planning, Stocks, IRA Rollovers, Personal Finance, Annuities, Mutual Funds, Bonds, 401k, IRA's, Private Wealth..., Wealth Transfer, Charitable Giving, Wealth Preservation, ETFs, Charitable Giving..., Saving for Education, Fixed Annuities, Life Insurance, Financial Services
Education
College for Financial Planning 1980 — 1984
CFP, Financial Planning, Asset Management
Kent State University 1969 — 1978
Economics, math, business
Caterina Musilli's Ameriprise Financial Services Experience April 2010 - July 2012
Job Restaurant Manager at Harlan Social
Industry Restaurants
Experience
Harlan Social February 2014 - Present
Ameriprise Financial Services April 2010 - July 2012
Unilever (Concepts) October 2009 - January 2010
Right Management June 2008 - October 2008
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Salesforce.com, Open Table, Lotus Notes, Coordinating Events, Office Management, Operations Management, Compliance, Business Travel, Expense Management, Superior Client Service, Sales Support Tools, Customer Service, Retail Sales, New Business Development, New Hire Training, Onboarding, Event Management, Social Networking, Event Planning, Team Building
Education
Sacred Heart University 2006 — 2008
BS, Marketing
American University
Harlan Social February 2014 - Present
Ameriprise Financial Services April 2010 - July 2012
Unilever (Concepts) October 2009 - January 2010
Right Management June 2008 - October 2008
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Salesforce.com, Open Table, Lotus Notes, Coordinating Events, Office Management, Operations Management, Compliance, Business Travel, Expense Management, Superior Client Service, Sales Support Tools, Customer Service, Retail Sales, New Business Development, New Hire Training, Onboarding, Event Management, Social Networking, Event Planning, Team Building
Education
Sacred Heart University 2006 — 2008
BS, Marketing
American University
Jodie Daniel Jodie Daniel's Ameriprise Financial Services Experience February 2012 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services February 2012 - Present
Ameriprise Financial Services July 2009 - February 2012
Ameriprise Financial Services March 2007 - July 2009
Wachovia November 2005 - March 2007
Education
University of North Carolina at Greensboro 2002 — 2005
Business Administration, Finance
Appalachian State University 2000 — 2002
Pre-Law
SSHS 1997 — 2000
Ameriprise Financial Services February 2012 - Present
Ameriprise Financial Services July 2009 - February 2012
Ameriprise Financial Services March 2007 - July 2009
Wachovia November 2005 - March 2007
Education
University of North Carolina at Greensboro 2002 — 2005
Business Administration, Finance
Appalachian State University 2000 — 2002
Pre-Law
SSHS 1997 — 2000
Christopher Guzikowski Christopher Guzikowski's Ameriprise Financial Services Experience February 2009 - March 2013
Job People Leader, Operations Director, Professional Musician
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
RealGuzMusic January 2012 - Present
Ameriprise Financial Services February 2009 - March 2013
Ameriprise Financial 2000 - February 2009
Skills
Leadership Development, Strategic Financial..., Leadership, Series 7, Mutual Funds, Operations Management, Strategy, Interviews, Financial Analysis, Negotiation, Risk Management, Coaching, Investments, Performance Management, Change Management, Training, Insurance, Employee Benefits, Retirement Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Canton High School
Ameriprise Financial Services, Inc. March 2013 - Present
RealGuzMusic January 2012 - Present
Ameriprise Financial Services February 2009 - March 2013
Ameriprise Financial 2000 - February 2009
Skills
Leadership Development, Strategic Financial..., Leadership, Series 7, Mutual Funds, Operations Management, Strategy, Interviews, Financial Analysis, Negotiation, Risk Management, Coaching, Investments, Performance Management, Change Management, Training, Insurance, Employee Benefits, Retirement Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Canton High School
Dan Amatuzzo's Ameriprise Financial Services Experience February 2008 - November 2009
Job Framing Superintendent at Ginsburg Development Companies, LLC
Industry Construction
Experience
Ginsburg Development Companies, LLC November 2014 - Present
Evergreen Home Builders Inc. January 2010 - Present
JPMorgan Chase May 2011 - October 2014
JPMorgan Chase October 2009 - April 2011
Ameriprise Financial Services February 2008 - November 2009
Hudson Highland Homes Inc. 1992 - December 2007
The Silver Group 1990 - 1992
Orange County Associates Ltd. 1986 - 1990
Skills
Mortgage Lending, Loans, Real Estate, Investments, Finance, Insurance, Sales, Commercial Lending, Credit, Banking, Commercial Banking, Retirement Planning, Condos, Financial Analysis, Financial Services, Residential Homes, Project Planning, Customer Service, Real Estate Financing, Real Estate Development, Construction Management, Supervising, Land Development, Project Management, Construction Drawings, Commercial Real Estate, Custom Homes, New Home Sales, Shopping Centers, Budgets, Contract Negotiation, Management, Strategic Planning, Contract Management, Construction, Contractors, Process Scheduler, Property Management, Negotiation, Leases, Microsoft Excel, Microsoft Word
Education
Boston University - School of Management
BS, Business Administration
Ginsburg Development Companies, LLC November 2014 - Present
Evergreen Home Builders Inc. January 2010 - Present
JPMorgan Chase May 2011 - October 2014
JPMorgan Chase October 2009 - April 2011
Ameriprise Financial Services February 2008 - November 2009
Hudson Highland Homes Inc. 1992 - December 2007
The Silver Group 1990 - 1992
Orange County Associates Ltd. 1986 - 1990
Skills
Mortgage Lending, Loans, Real Estate, Investments, Finance, Insurance, Sales, Commercial Lending, Credit, Banking, Commercial Banking, Retirement Planning, Condos, Financial Analysis, Financial Services, Residential Homes, Project Planning, Customer Service, Real Estate Financing, Real Estate Development, Construction Management, Supervising, Land Development, Project Management, Construction Drawings, Commercial Real Estate, Custom Homes, New Home Sales, Shopping Centers, Budgets, Contract Negotiation, Management, Strategic Planning, Contract Management, Construction, Contractors, Process Scheduler, Property Management, Negotiation, Leases, Microsoft Excel, Microsoft Word
Education
Boston University - School of Management
BS, Business Administration
Daniel White, CFP®, CRPC® Daniel White, CFP®, CRPC®'s Ameriprise Financial Services Experience August 2005 - Present
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services August 2005 - Present
Education
College for Financial Planning 2006 — 2006
CRPC®, Chartered Retirement Planning Counselor®
Penn State University 2001 — 2005
B.S., Finance, Spanish
Ameriprise Financial Services August 2005 - Present
Education
College for Financial Planning 2006 — 2006
CRPC®, Chartered Retirement Planning Counselor®
Penn State University 2001 — 2005
B.S., Finance, Spanish
Michael Miley, CRPC® Michael Miley, CRPC®'s Ameriprise Financial Services Experience December 1981 - Present
Job Financial Advisor/ Franchise Owner, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services December 1981 - Present
Education
Elizabethtown College 1979 — 1981
BS, Business Administration
Ameriprise Financial Services December 1981 - Present
Education
Elizabethtown College 1979 — 1981
BS, Business Administration
Denise Kaskel Denise Kaskel's Ameriprise Financial Services Experience August 2010 - November 2010
Job Tax Examiner at Internal Revenue Service
Industry Financial Services
Experience
Internal Revenue Service September 2012 - August 2014
Internal Revenue Service February 2012 - May 2012
Harte-Hanks, Inc. September 2011 - January 2012
Ameriprise Financial Services August 2010 - November 2010
Prescription Solutions/United Health Care November 2007 - October 2008
Insurance Overload Staffing May 2007 - November 2007
Skills
Computer Proficiency, Microsoft Office, AS400 system, Outlook, Lotus Notes, ADP Payroll, Customer Support, Sales, IT Hardware Support, Telecommunications, Telephone Reception, Problem Solving, Call Centers, Software Documentation, Customer Service
Education
Johnson County Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Biotechnology
Texas A&M University, College 1974 — 1975
Secondary Education, French and Math
Southwest Texas State University 1972 — 1973
Secondary Education and Teaching
Internal Revenue Service September 2012 - August 2014
Internal Revenue Service February 2012 - May 2012
Harte-Hanks, Inc. September 2011 - January 2012
Ameriprise Financial Services August 2010 - November 2010
Prescription Solutions/United Health Care November 2007 - October 2008
Insurance Overload Staffing May 2007 - November 2007
Skills
Computer Proficiency, Microsoft Office, AS400 system, Outlook, Lotus Notes, ADP Payroll, Customer Support, Sales, IT Hardware Support, Telecommunications, Telephone Reception, Problem Solving, Call Centers, Software Documentation, Customer Service
Education
Johnson County Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Biotechnology
Texas A&M University, College 1974 — 1975
Secondary Education, French and Math
Southwest Texas State University 1972 — 1973
Secondary Education and Teaching
Sarah Contino, AAMS® Sarah Contino, AAMS®'s Ameriprise Financial Services Experience September 2013 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
mario velasco mario velasco's Ameriprise Financial Services Experience November 2007 - December 2009
Job Managing Partner at Boardwalk Enterprise LLC
Industry Entertainment
Experience
Boardwalk Enterprise LLC February 2013 - Present
ImaginaUS January 2013 - November 2013
Promofilm California November 2009 - December 2012
PowWow California April 2012 - September 2012
Venevision July 2011 - August 2011
Pow Wow Media 2011 - 2011
Garmo Entertainment January 2010 - December 2010
Iguanas Entertainment July 2010 - August 2010
Ameriprise Financial Services November 2007 - December 2009
CW Television Network September 2006 - October 2007
Skills
Producing, Television, Entertainment, Video Production, Broadcast, Radio, Video, Film, Reality, Documentaries, Post Production, Film Production, Voice Over, Media Production, Broadcast Television, New Media, Music Videos, Avid, Digital Media, Final Cut Pro, Avid Media Composer, Commercials, Video Editing
Education
California State University-Northridge 2002 — 2006
Bachelor of Science Business Administration, International Business. Minor in German
Shanghai University, China 2004 — 2005
International Business. Mandarin
Tubingen University, Germany 2003 — 2004
International Business. German
Universidad Centro Americana 1999 — 2001
Business Administration
Boardwalk Enterprise LLC February 2013 - Present
ImaginaUS January 2013 - November 2013
Promofilm California November 2009 - December 2012
PowWow California April 2012 - September 2012
Venevision July 2011 - August 2011
Pow Wow Media 2011 - 2011
Garmo Entertainment January 2010 - December 2010
Iguanas Entertainment July 2010 - August 2010
Ameriprise Financial Services November 2007 - December 2009
CW Television Network September 2006 - October 2007
Skills
Producing, Television, Entertainment, Video Production, Broadcast, Radio, Video, Film, Reality, Documentaries, Post Production, Film Production, Voice Over, Media Production, Broadcast Television, New Media, Music Videos, Avid, Digital Media, Final Cut Pro, Avid Media Composer, Commercials, Video Editing
Education
California State University-Northridge 2002 — 2006
Bachelor of Science Business Administration, International Business. Minor in German
Shanghai University, China 2004 — 2005
International Business. Mandarin
Tubingen University, Germany 2003 — 2004
International Business. German
Universidad Centro Americana 1999 — 2001
Business Administration
Royce Kail Royce Kail's Ameriprise Financial Services Experience July 1999 - Present
Job Business Architect at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services July 1999 - Present
Skills
Business Requirements, Project Management, Requirements Gathering, Business Analysis, Vendor Management, Financial Services, SDLC, Business Development, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, IT Strategy, PMO, Business Process, Visio, Software Project..., Risk Management, Project Portfolio..., Agile Project Management, Agile Methodologies, Business Intelligence, Waterfall, Project Delivery
Education
University of Minnesota-Twin Cities 1971 — 1990
BS, Mathematics secondary education
The Culinary Institute of America
OS, Culinary training
Ameriprise Financial Services July 1999 - Present
Skills
Business Requirements, Project Management, Requirements Gathering, Business Analysis, Vendor Management, Financial Services, SDLC, Business Development, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, IT Strategy, PMO, Business Process, Visio, Software Project..., Risk Management, Project Portfolio..., Agile Project Management, Agile Methodologies, Business Intelligence, Waterfall, Project Delivery
Education
University of Minnesota-Twin Cities 1971 — 1990
BS, Mathematics secondary education
The Culinary Institute of America
OS, Culinary training
Grace Estrada Grace Estrada's Ameriprise Financial Services Experience June 2005 - June 2006
Job Graduate student at UC Santa Cruz
Industry Higher Education
Experience
UC Santa Cruz September 2013 - December 2013
UC Santa Cruz March 2013 - June 2013
Ameriprise Financial Services June 2005 - June 2006
Evergreen Valley College June 2000 - December 2002
Sun Microsystems, Inc February 2002 - November 2002
Skills
Analysis, Data Analysis, Statistics, Research, Qualitative Research, PowerPoint, Higher Education, Finance, Public Speaking, SPSS, Science, Psychology, Teaching
Education
University of California, Santa Cruz 2011 — 2016
Ph.D, Developmental Psychology
University of California, Santa Cruz 2011 — 2014
Master's Degree, Developmental Psychology
San Jose State University 2009 — 2011
BA, Psychology
Evergreen Valley College 1997 — 2001
AS, Interdisciplinary Studies, UNIX System Administration
UC Santa Cruz September 2013 - December 2013
UC Santa Cruz March 2013 - June 2013
Ameriprise Financial Services June 2005 - June 2006
Evergreen Valley College June 2000 - December 2002
Sun Microsystems, Inc February 2002 - November 2002
Skills
Analysis, Data Analysis, Statistics, Research, Qualitative Research, PowerPoint, Higher Education, Finance, Public Speaking, SPSS, Science, Psychology, Teaching
Education
University of California, Santa Cruz 2011 — 2016
Ph.D, Developmental Psychology
University of California, Santa Cruz 2011 — 2014
Master's Degree, Developmental Psychology
San Jose State University 2009 — 2011
BA, Psychology
Evergreen Valley College 1997 — 2001
AS, Interdisciplinary Studies, UNIX System Administration
Adina Flynn, JD Adina Flynn, JD's Ameriprise Financial Services Experience March 1999 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services March 1999 - Present
Education
Lewis & Clark Law School 1993 — 1996
Jurisdoctorate
University of Portland 1989 — 1993
Bachelor of Arts, Interdisciplinary
University of Portland Center in Salzburg 1991 — 1992
Ameriprise Financial Services March 1999 - Present
Education
Lewis & Clark Law School 1993 — 1996
Jurisdoctorate
University of Portland 1989 — 1993
Bachelor of Arts, Interdisciplinary
University of Portland Center in Salzburg 1991 — 1992
Michael Devine, CPA Michael Devine, CPA's Ameriprise Financial Services Experience October 1998 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services October 1998 - Present
Knowledge Unlimited, Inc. 1996 - 1998
Goex Corporation 1990 - 1996
Insul/Crete Company, Inc. 1987 - 1990
New London Utilities 1982 - 1987
Education
St. Norbert College 1978 — 1982
BBA, Accounting
Ameriprise Financial Services October 1998 - Present
Knowledge Unlimited, Inc. 1996 - 1998
Goex Corporation 1990 - 1996
Insul/Crete Company, Inc. 1987 - 1990
New London Utilities 1982 - 1987
Education
St. Norbert College 1978 — 1982
BBA, Accounting
David F. Light, CFP®, CRPC® David F. Light, CFP®, CRPC®'s Ameriprise Financial Services Experience March 2007 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner™
Industry Financial Services
Experience
Ameriprise Financial Services March 2007 - Present
Education
Seton Hall University 2006 — 2008
Education Specialist, EdS, Education, Leadership & Management
Seton Hall University 2004 — 2006
Master of Administration, Leadership and Management
Seton Hall University 1998 — 2003
Bachelor of Science (B.S.), Finance Degree from the Stillman School of Business
Ameriprise Financial Services March 2007 - Present
Education
Seton Hall University 2006 — 2008
Education Specialist, EdS, Education, Leadership & Management
Seton Hall University 2004 — 2006
Master of Administration, Leadership and Management
Seton Hall University 1998 — 2003
Bachelor of Science (B.S.), Finance Degree from the Stillman School of Business
Darling Carl Darling Carl's Ameriprise Financial Services Experience February 2006 - February 2008
Job M.Ed., Sales Professional
Industry Education Management
Experience
Private School June 2009 - Present
Ameriprise Financial Services February 2006 - February 2008
IAC/Interactive Corp Austin Citysearch.com July 2002 - April 2005
Dell Computers January 2000 - January 2002
Education
Concordia University Texas 2009 — 2011
M.ED., Education
The University of Texas at Austin 1995 — 2000
The University of Texas at Austin
B.S, Communications Major
Private School June 2009 - Present
Ameriprise Financial Services February 2006 - February 2008
IAC/Interactive Corp Austin Citysearch.com July 2002 - April 2005
Dell Computers January 2000 - January 2002
Education
Concordia University Texas 2009 — 2011
M.ED., Education
The University of Texas at Austin 1995 — 2000
The University of Texas at Austin
B.S, Communications Major
Cheryl Klekar Cheryl Klekar's Ameriprise Financial Services Experience September 2005 - November 2007
Job Office Manager Executive Business Partner at Klekar Construction & Painting
Industry Financial Services
Experience
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Klekar Construction & Painting January 2011 - Present
MetLife November 2007 - January 2011
AMERIPRISE FINANCIAL SERVICES September 2005 - November 2007
FSC SECURITIES CORPORATION April 2003 - September 2003
Stahlschmidt Financial Group August 2001 - May 2003
METLIFE FINANCIAL SERVICES January 2000 - July 2001
Education
EdX - Online University 2013 — 2013
Ongoing Classes, Varied Subjects
St. Lawrence University 1981 — 1985
B.S., Psychology, Government, English
Frank Szafranski, CFP®, CRPC® Frank Szafranski, CFP®, CRPC®'s Ameriprise Financial Services Experience January 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services January 1989 - Present
Education
Marquette University 1973 — 1977
BS, Biology
Ameriprise Financial Services January 1989 - Present
Education
Marquette University 1973 — 1977
BS, Biology
Edward Siebeneck Edward Siebeneck's Ameriprise Financial Services Experience February 2009 - June 2015
Job Business Owner at Siebeneck Consulting
Industry Management Consulting
Experience
Consultant June 2015 - Present
Ameriprise Financial Services February 2009 - June 2015
Merrill Lynch April 2004 - February 2009
Edward Jones February 2001 - April 2004
National Home Delivery, Inc. May 1996 - May 1998
Skills
Strategic Planning, Exit Strategies, Business Re-organisation, Start-ups, General Management
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Toledo 1979 — 1983
BBA, Accounting
Consultant June 2015 - Present
Ameriprise Financial Services February 2009 - June 2015
Merrill Lynch April 2004 - February 2009
Edward Jones February 2001 - April 2004
National Home Delivery, Inc. May 1996 - May 1998
Skills
Strategic Planning, Exit Strategies, Business Re-organisation, Start-ups, General Management
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Toledo 1979 — 1983
BBA, Accounting
Michael Riley, CFP® Michael Riley, CFP®'s Ameriprise Financial Services Experience 1994 - Present
Job Financial Advisor at Haas, Guiditta, Jones & Associates, An Ameriprise Financial Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services 1994 - Present
Skills
Wealth Management, Retirement, Finance, Investments, Estate Planning, Financial Goals, Retirement Planning, Insurance, Team Building, Strategic Financial..., Fixed Annuities, Leadership, Mutual Funds, Microsoft Office, Saving for Education
Education
Seton Hall University 1986 — 1990
BA, History
Ameriprise Financial Services 1994 - Present
Skills
Wealth Management, Retirement, Finance, Investments, Estate Planning, Financial Goals, Retirement Planning, Insurance, Team Building, Strategic Financial..., Fixed Annuities, Leadership, Mutual Funds, Microsoft Office, Saving for Education
Education
Seton Hall University 1986 — 1990
BA, History
Wes Gifford Wes Gifford's Ameriprise Financial Services Experience January 2009 - Present
Job Financial Planner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services January 2009 - Present
GAEN 2009 - 2012
The Howard School 2000 - 2010
Ameriprise Financial Services January 2009 - February 2009
Health Markets 2009 - 2009
All In Red Band 2005 - 2009
UP Media Group February 2002 - September 2007
Gozueta Alumni Board 1998 - 2006
Goizueta Alumni Board 1998 - 2006
Miller Freeman 2000 - 2001
Education
Emory University - Goizueta Business School 1995 — 1996
Executive MBA 1996
Duke University 1975 — 1979
BA, Economics
Georgia Institute of Technology 1974 — 1975
Joint Enrollment, Undergraduate
Parent at Pace Academy
Ameriprise Financial Services January 2009 - Present
GAEN 2009 - 2012
The Howard School 2000 - 2010
Ameriprise Financial Services January 2009 - February 2009
Health Markets 2009 - 2009
All In Red Band 2005 - 2009
UP Media Group February 2002 - September 2007
Gozueta Alumni Board 1998 - 2006
Goizueta Alumni Board 1998 - 2006
Miller Freeman 2000 - 2001
Education
Emory University - Goizueta Business School 1995 — 1996
Executive MBA 1996
Duke University 1975 — 1979
BA, Economics
Georgia Institute of Technology 1974 — 1975
Joint Enrollment, Undergraduate
Parent at Pace Academy
Ray Greer Ray Greer's Ameriprise Financial Services Experience January 2010 - December 2010
Job Financial Analyst at The Exchange
Industry Retail
Experience
The Exchange May 2013 - Present
TD Ameritrade August 2011 - December 2012
Ameriprise Financial Services January 2010 - December 2010
Education
The University of Texas at Arlington 2010 — 2012
Master of Science (MS), Quantitative Finance
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington 2005 — 2009
Bachelor of Science, Economics
The Exchange May 2013 - Present
TD Ameritrade August 2011 - December 2012
Ameriprise Financial Services January 2010 - December 2010
Education
The University of Texas at Arlington 2010 — 2012
Master of Science (MS), Quantitative Finance
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Arlington 2005 — 2009
Bachelor of Science, Economics
Paul Travis Paul Travis's Ameriprise Financial Services Experience April 2000 - May 2008
Job Travis Insurance Group
Industry Financial Services
Experience
Travis Ins Group July 2010 - Present
Merrill Lynch May 2008 - July 2010
Ameriprise Financial Services April 2000 - May 2008
Travis Financial Services June 1988 - April 2000
Skills
Strategic Financial..., Retirement Planning, Business Strategy, Fixed Annuities, Insurance, Life Insurance, Wealth Management, Investments, Public Speaking, Portfolio Management, Strategic Planning, 401k Rollovers, Retirement Plan..., Estate Planning, Series 7
Education
Milligan College
Business Administration
Summit Theological Seminary
Travis Ins Group July 2010 - Present
Merrill Lynch May 2008 - July 2010
Ameriprise Financial Services April 2000 - May 2008
Travis Financial Services June 1988 - April 2000
Skills
Strategic Financial..., Retirement Planning, Business Strategy, Fixed Annuities, Insurance, Life Insurance, Wealth Management, Investments, Public Speaking, Portfolio Management, Strategic Planning, 401k Rollovers, Retirement Plan..., Estate Planning, Series 7
Education
Milligan College
Business Administration
Summit Theological Seminary
Duvan Chiang Duvan Chiang's Ameriprise Financial Services Experience June 1994 - Present
Job Financial Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services June 1994 - Present
Education
Texas A&M University-Commerce
Master of Science (M.S.)
East Texas State University
Master of Science (M.S.)
Chinese Culture University
Bachelor of Science (BS)
Fu-Hsin
Ameriprise Financial Services June 1994 - Present
Education
Texas A&M University-Commerce
Master of Science (M.S.)
East Texas State University
Master of Science (M.S.)
Chinese Culture University
Bachelor of Science (BS)
Fu-Hsin
Khuong Ho, JD's Ameriprise Financial Services Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services 2001 - Present
Rialto Ventures 1990 - 2001
Hebb & Gitlin 1989 - 1992
State of Connecticut Judicial Department 1987 - 1988
Cohn & Birnbaum 1985 - 1987
Education
The University of Connecticut School of Law 1987 — 1990
JD
Yale University 1982 — 1985
BA, History
Ameriprise Financial Services 2001 - Present
Rialto Ventures 1990 - 2001
Hebb & Gitlin 1989 - 1992
State of Connecticut Judicial Department 1987 - 1988
Cohn & Birnbaum 1985 - 1987
Education
The University of Connecticut School of Law 1987 — 1990
JD
Yale University 1982 — 1985
BA, History
Rodger D. Rhyne, CRPC Rodger D. Rhyne, CRPC's Ameriprise Financial Services Experience March 1999 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services March 1999 - Present
Education
Alvin Community College
Associate of Science (A.S.), Business Administration and Management, General
Alvin Community College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of North Texas
Business Administration and Management, General
Ameriprise Financial Services March 1999 - Present
Education
Alvin Community College
Associate of Science (A.S.), Business Administration and Management, General
Alvin Community College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of North Texas
Business Administration and Management, General
D Gammon Hall D Gammon Hall's Ameriprise Financial Services Experience October 2007 - September 2008
Job Assistant Vice President | Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Merrill Edge September 2011 - Present
TD Ameritrade December 2008 - November 2011
Ameriprise Financial Services October 2007 - September 2008
Lager Heads Tavern January 2001 - January 2006
Skills
Mutual Funds, Wealth Management, Insurance, Trading, Securities, Series 7, Investments, Retirement Planning, Series 66, Financial Planning, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Retirement, Investment Strategies, Options, Fixed Income, Equities, Annuities, 401k, Financial Modeling, Long Term Care, Financial Advisory
Education
University of North Carolina at Wilmington
B.S, Business Administration; Finance
Bucknell University
Pre, med; Biology
Cameron School of Business
Gary G. Harper's Ameriprise Financial Services Experience July 1994 - January 2010
Job Certified Financial Planner
Industry Financial Services
Experience
In Career Transition January 2010 - Present
Ameriprise Financial Services July 1994 - January 2010
American Express Financial Advisors March 1984 - July 1994
Investors Diversified Services October 1980 - March 1984
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Series 7, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Customer Relations, Series 63, Estate Planning, Alternative Investments, Sales Management, Team Building, 401k, Negotiation, Problem Solving, Insurance, Financial Modeling, Securities, Customer Service, Equities, Long Term Care, Valuation, Risk Management, Disability Insurance, Small Business, Financial Services
Education
Indiana University - Kelley School of Business 1967 — 1971
Bachelor of Science, Finance
Indiana University Bloomington 1967 — 1971
Bachelor of Science, Finance
In Career Transition January 2010 - Present
Ameriprise Financial Services July 1994 - January 2010
American Express Financial Advisors March 1984 - July 1994
Investors Diversified Services October 1980 - March 1984
Skills
Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Series 7, Financial Advisory, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Customer Relations, Series 63, Estate Planning, Alternative Investments, Sales Management, Team Building, 401k, Negotiation, Problem Solving, Insurance, Financial Modeling, Securities, Customer Service, Equities, Long Term Care, Valuation, Risk Management, Disability Insurance, Small Business, Financial Services
Education
Indiana University - Kelley School of Business 1967 — 1971
Bachelor of Science, Finance
Indiana University Bloomington 1967 — 1971
Bachelor of Science, Finance
Mercedes Huarte-Brindle Mercedes Huarte-Brindle's Ameriprise Financial Services Experience June 2007 - August 2007
Job Senior Financial Analyst at Cisco
Industry Telecommunications
Experience
Cisco August 2015 - Present
Cisco March 2014 - August 2015
Cisco Systems February 2011 - March 2014
College of Commerce January 2009 - December 2010
Jacksonville State University Foundation October 2007 - May 2008
Ameriprise Financial Services June 2007 - August 2007
Skills
Accounts Payable, Portfolio Management, Financial Reporting, Economics, Accounting, Financial Analysis, Corporate Finance, Research, Essbase, Finance, Forecasting, Financial Modeling, Process Improvement, PowerPoint, Microsoft Excel
Education
Jacksonville State University 2009 — 2010
MBA, Finance
Jacksonville State University 2004 — 2008
Bachelor of Science, Finance
Cisco August 2015 - Present
Cisco March 2014 - August 2015
Cisco Systems February 2011 - March 2014
College of Commerce January 2009 - December 2010
Jacksonville State University Foundation October 2007 - May 2008
Ameriprise Financial Services June 2007 - August 2007
Skills
Accounts Payable, Portfolio Management, Financial Reporting, Economics, Accounting, Financial Analysis, Corporate Finance, Research, Essbase, Finance, Forecasting, Financial Modeling, Process Improvement, PowerPoint, Microsoft Excel
Education
Jacksonville State University 2009 — 2010
MBA, Finance
Jacksonville State University 2004 — 2008
Bachelor of Science, Finance
Sean Novack, MBA Sean Novack, MBA's Ameriprise Financial Services Experience April 2009 - February 2013
Job District Leader at Primerica
Industry Financial Services
Experience
Minnesota Association of Defensive Firearms Instructors June 2013 - Present
Primerica April 2014 - Present
Farmers Insurance April 2013 - April 2014
American Association of Certified Firearms Instructors June 2004 - June 2013
Ameriprise Financial Services April 2009 - February 2013
Republican Party of Minnesota April 2004 - September 2011
Minnesota Gun Owners Civil Rights Alliance June 2007 - February 2010
John Hancock Financial Network February 2008 - April 2009
Farmers Insurance and Investments February 2007 - January 2008
Miss Minnesota Scholarship Organization July 2004 - June 2007
Skills
Insurance, Coaching, Team Building, Strategy, Management, Series 7, Customer Service, Sales, Policy, Marketing, Small Business, Recruiting, Strategic Planning, Analysis, Program Management, Writing
Education
Almeda University 2009 — 2011
MBA, Economics
Almeda University 2005 — 2006
BS, Business Management
Minnesota State University, Mankato 1990 — 1996
Business, Philosophy
University of Minnesota-Twin Cities 1989 — 1990
CLA Honors Division
Coon Rapids Senior High 1986 — 1989
Honor Graduate
Minnesota Association of Defensive Firearms Instructors June 2013 - Present
Primerica April 2014 - Present
Farmers Insurance April 2013 - April 2014
American Association of Certified Firearms Instructors June 2004 - June 2013
Ameriprise Financial Services April 2009 - February 2013
Republican Party of Minnesota April 2004 - September 2011
Minnesota Gun Owners Civil Rights Alliance June 2007 - February 2010
John Hancock Financial Network February 2008 - April 2009
Farmers Insurance and Investments February 2007 - January 2008
Miss Minnesota Scholarship Organization July 2004 - June 2007
Skills
Insurance, Coaching, Team Building, Strategy, Management, Series 7, Customer Service, Sales, Policy, Marketing, Small Business, Recruiting, Strategic Planning, Analysis, Program Management, Writing
Education
Almeda University 2009 — 2011
MBA, Economics
Almeda University 2005 — 2006
BS, Business Management
Minnesota State University, Mankato 1990 — 1996
Business, Philosophy
University of Minnesota-Twin Cities 1989 — 1990
CLA Honors Division
Coon Rapids Senior High 1986 — 1989
Honor Graduate
James (Jay) H. Bischoff III's Ameriprise Financial Services Experience June 1995 - December 2008
Job Director of Capital Acquisition at NuQuest Capital Matchpoint
Industry Financial Services
Experience
NuQuest Capital Matchpoint September 2011 - Present
North Point Wealth Management January 2009 - August 2011
Ameriprise Financial Services June 1995 - December 2008
Skills
Securities, Asset Allocation, Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Portfolio Management, Wealth Management, Series 7, Financial Planning
Education
Florida State University 1987 — 1991
Bachelor's Degree, Economics and Finance
NuQuest Capital Matchpoint September 2011 - Present
North Point Wealth Management January 2009 - August 2011
Ameriprise Financial Services June 1995 - December 2008
Skills
Securities, Asset Allocation, Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Portfolio Management, Wealth Management, Series 7, Financial Planning
Education
Florida State University 1987 — 1991
Bachelor's Degree, Economics and Finance
Alejandro Rivera III Alejandro Rivera III's Ameriprise Financial Services Experience June 2007 - January 2010
Job Teacher at Hartford Public Schools
Industry Education Management
Experience
Hartford Public Schools 2011 - Present
Ameriprise Financial 2007 - August 2011
Tempur-Pedic January 2010 - July 2011
Ameriprise Financial Services June 2007 - January 2010
Glastonbury Chamber of Commerce 2008 - 2009
American Red Cross CT 2008 - 2009
East Lyme Board of Education July 1999 - July 2006
Skills
Teaching, Insurance, Sales, Coaching, Finance, Tutoring, Lesson Planning, Community Outreach, Customer Service
Education
Central Connecticut State University 2005 — 2013
Master of Science (MS), Special Education and Teaching
College for Financial Planning 2009 — 2009
CRPC®, Chartered Retirement Planning Counselor
Springfield College 1994 — 1998
BS, Elementary Education
Fitch Senior High 1990 — 1994
Diploma, Accounting
Hartford Public Schools 2011 - Present
Ameriprise Financial 2007 - August 2011
Tempur-Pedic January 2010 - July 2011
Ameriprise Financial Services June 2007 - January 2010
Glastonbury Chamber of Commerce 2008 - 2009
American Red Cross CT 2008 - 2009
East Lyme Board of Education July 1999 - July 2006
Skills
Teaching, Insurance, Sales, Coaching, Finance, Tutoring, Lesson Planning, Community Outreach, Customer Service
Education
Central Connecticut State University 2005 — 2013
Master of Science (MS), Special Education and Teaching
College for Financial Planning 2009 — 2009
CRPC®, Chartered Retirement Planning Counselor
Springfield College 1994 — 1998
BS, Elementary Education
Fitch Senior High 1990 — 1994
Diploma, Accounting
Josh McLean, CFA Josh McLean, CFA's Ameriprise Financial Services Experience October 2004 - August 2007
Job ► Problem Solver ► Analytical Story Teller ► Strategic Advisor ► Mentor
Industry Education Management
Experience
Knowledge Universe March 2015 - Present
Cambia Health Solutions July 2014 - March 2015
Cambia Health Solutions February 2013 - July 2014
Cambia Health Solutions (formerly The Regence Group) May 2012 - February 2013
Jordan Crossing Ventures October 2011 - November 2012
Whitestone Holdings June 2006 - September 2012
HealthCo Information Systems August 2007 - April 2012
NW Bible Cover May 2010 - July 2011
Ameriprise Financial Services October 2004 - August 2007
DPI Northwest December 2002 - October 2004
Skills
Strategy, Strategic Planning, Financial Analysis, Process Improvement, Strategic Financial..., Business Strategy, Forecasting, Business Process..., Start-ups, Business Intelligence, Change Management, Finance, Stakeholder Engagement, Mentoring, Corporate FP&A, Strategy Execution, Leadership
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst, CFA®, Financial Analysis
Marylhurst University 2007 — 2008
MBA, Finance
Oregon State University 1997 — 2001
BS, Political Science
Harvard ManageMentor
Continuing Education
Lynda.com
Online, Continuing Education
SkillPort.com
Online, Continuing Education
Central Catholic High School 1993 — 1997
College Prep
Knowledge Universe March 2015 - Present
Cambia Health Solutions July 2014 - March 2015
Cambia Health Solutions February 2013 - July 2014
Cambia Health Solutions (formerly The Regence Group) May 2012 - February 2013
Jordan Crossing Ventures October 2011 - November 2012
Whitestone Holdings June 2006 - September 2012
HealthCo Information Systems August 2007 - April 2012
NW Bible Cover May 2010 - July 2011
Ameriprise Financial Services October 2004 - August 2007
DPI Northwest December 2002 - October 2004
Skills
Strategy, Strategic Planning, Financial Analysis, Process Improvement, Strategic Financial..., Business Strategy, Forecasting, Business Process..., Start-ups, Business Intelligence, Change Management, Finance, Stakeholder Engagement, Mentoring, Corporate FP&A, Strategy Execution, Leadership
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst, CFA®, Financial Analysis
Marylhurst University 2007 — 2008
MBA, Finance
Oregon State University 1997 — 2001
BS, Political Science
Harvard ManageMentor
Continuing Education
Lynda.com
Online, Continuing Education
SkillPort.com
Online, Continuing Education
Central Catholic High School 1993 — 1997
College Prep
Rochelle Berman, CFP's Ameriprise Financial Services Experience June 1987 - December 2007
Job Certified Financial Planner, Holistic Financial and Wellness Coach,Artist/Photographer
Industry Financial Services
Experience
Wealth Education Services January 2008 - Present
Rochelle Berman Photography 2000 - Present
Ameriprise Financial Services June 1987 - December 2007
Advest, Inc. May 1986 - May 1987
Skills
Retirement Income..., Long-term Care, Holistic Financial..., Retirement Planning, Wealth Management, Wellness Coaching, Portrait Photography, Art, Photography, Travel Photography, Digital Photography, Photos, Fine Art, Event Photography, Graphic Design, Photoshop, Wedding Photography, Rendering, Editorial, Advertising, Creative Direction, Marketing, Commercial Photography
Education
Arizona State University 1975 — 1980
BA, Fine Arts-Photography, Business
Wealth Education Services January 2008 - Present
Rochelle Berman Photography 2000 - Present
Ameriprise Financial Services June 1987 - December 2007
Advest, Inc. May 1986 - May 1987
Skills
Retirement Income..., Long-term Care, Holistic Financial..., Retirement Planning, Wealth Management, Wellness Coaching, Portrait Photography, Art, Photography, Travel Photography, Digital Photography, Photos, Fine Art, Event Photography, Graphic Design, Photoshop, Wedding Photography, Rendering, Editorial, Advertising, Creative Direction, Marketing, Commercial Photography
Education
Arizona State University 1975 — 1980
BA, Fine Arts-Photography, Business
Michael Iannetta Michael Iannetta's Ameriprise Financial Services Experience March 2008 - November 2009
Job Mortgage Consultant at Mclean Mortgage
Industry Banking
Experience
McLean Mortgage Corporation November 2009 - Present
Ameriprise Financial Services March 2008 - November 2009
A.G. Edwards & Sons, Inc. January 2005 - March 2008
Home Solutions Home Improvements February 2002 - August 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2000
Arizona State University 1996 — 1998
McLean Mortgage Corporation November 2009 - Present
Ameriprise Financial Services March 2008 - November 2009
A.G. Edwards & Sons, Inc. January 2005 - March 2008
Home Solutions Home Improvements February 2002 - August 2005
Education
Virginia Polytechnic Institute and State University 1998 — 2000
Arizona State University 1996 — 1998
Jeff Janzen, CRPC®'s Ameriprise Financial Services Experience January 2008 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services January 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial Services, Inc. 2000 - 2004
Education
St. Cloud State University 1992 — 1995
Finance, Economics
University of St. Thomas 1990 — 1992
Business
Ameriprise Financial Services January 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Ameriprise Financial Services, Inc. 2000 - 2004
Education
St. Cloud State University 1992 — 1995
Finance, Economics
University of St. Thomas 1990 — 1992
Business
John Garay CFP, MBA John Garay CFP, MBA's Ameriprise Financial Services Experience May 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services May 2002 - Present
Virginia Peninsula Chamber of Commerce 2009 - Present
Sumitomo Machinery Corporation of America February 1985 - April 2002
Education
University of Utah 1978 — 1980
MBA
United States Military Academy at West Point 1963 — 1967
BS
Ameriprise Financial Services May 2002 - Present
Virginia Peninsula Chamber of Commerce 2009 - Present
Sumitomo Machinery Corporation of America February 1985 - April 2002
Education
University of Utah 1978 — 1980
MBA
United States Military Academy at West Point 1963 — 1967
BS
Barb Hutson's Ameriprise Financial Services Experience 1990 - 1991
Job Manager of Advancement Services at William Mitchell College of Law
Industry Higher Education
Experience
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
Ed Rowell, CRPC® Ed Rowell, CRPC®'s Ameriprise Financial Services Experience March 2005 - Present
Job Financial Advisor and Associate Vice President at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services March 2005 - Present
Foresight Holdings, LLC 2002 - 2004
Phoenix Capital Investments, LLC 2000 - 2002
Education
Samford University 1992 — 1997
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Ameriprise Financial Services March 2005 - Present
Foresight Holdings, LLC 2002 - 2004
Phoenix Capital Investments, LLC 2000 - 2002
Education
Samford University 1992 — 1997
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Matthew A. Sernau, AAMS®, CRPC®'s Ameriprise Financial Services Experience May 2003 - May 2012
Job LPL Financial Advisor
Industry Investment Management
Experience
Lake Michigan Investment Services May 2012 - Present
Ameriprise Financial Services May 2003 - May 2012
American Express Financial Advisors May 2003 - March 2006
Education
Grand Valley State University 1999 — 2003
Bachelor, Business Administration
Lake Michigan Investment Services May 2012 - Present
Ameriprise Financial Services May 2003 - May 2012
American Express Financial Advisors May 2003 - March 2006
Education
Grand Valley State University 1999 — 2003
Bachelor, Business Administration
Brian Guettler's Ameriprise Financial Services Experience 2001 - Present
Job Financial Advisor and Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2001 - Present
Ameriprise Financial Services 2001 - Present
Southeastern Louisiana University 1997 - 2001
Skills
Investments, Saving for Education, Retirement Planning..., Estate planning..., Wealth Preservation..., Tax Planning Strategies
Education
Southeastern Louisiana University 1997 — 2001
BS, Accounting
Ameriprise Financial Services, Inc. September 2001 - Present
Ameriprise Financial Services 2001 - Present
Southeastern Louisiana University 1997 - 2001
Skills
Investments, Saving for Education, Retirement Planning..., Estate planning..., Wealth Preservation..., Tax Planning Strategies
Education
Southeastern Louisiana University 1997 — 2001
BS, Accounting
Meghan Bedell Meghan Bedell's Ameriprise Financial Services Experience June 2007 - Present
Job Business Development Manager
Industry Financial Services
Experience
Ameriprise Financial Services June 2007 - Present
John L Scott Real Estate July 2001 - June 2007
Education
Seattle Central College 2003 — 2005
Ameriprise Financial Services June 2007 - Present
John L Scott Real Estate July 2001 - June 2007
Education
Seattle Central College 2003 — 2005
Jalaina Fontanez Jalaina Fontanez's Ameriprise Financial Services Experience November 2005 - April 2011
Job Training Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2011 - April 2015
Ameriprise Financial Services November 2005 - April 2011
Cherry Hill Triplex June 2005 - October 2005
Skills
Portfolio Management, Financial Analysis, Risk Management, Retirement
Education
The University of Texas at Dallas 1999 — 2004
B.A, Literary Studies
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2011 - April 2015
Ameriprise Financial Services November 2005 - April 2011
Cherry Hill Triplex June 2005 - October 2005
Skills
Portfolio Management, Financial Analysis, Risk Management, Retirement
Education
The University of Texas at Dallas 1999 — 2004
B.A, Literary Studies
Chris McKeown's Ameriprise Financial Services Experience January 2000 - August 2001
Job Financial Advisor | Retirement Planning, Financial Planning, and Investment Management
Industry Investment Management
Experience
Small & Associates Financial, a private wealth advisory practice of Ameriprise Financial Services August 2001 - Present
Ameriprise Financial Services January 2000 - August 2001
Ameriprise Financial Services August 1999 - December 1999
Education
University of Arkansas at Little Rock 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Small & Associates Financial, a private wealth advisory practice of Ameriprise Financial Services August 2001 - Present
Ameriprise Financial Services January 2000 - August 2001
Ameriprise Financial Services August 1999 - December 1999
Education
University of Arkansas at Little Rock 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Gary Bouch's Ameriprise Financial Services Experience January 2009 - April 2013
Job Financial Advisor
Industry Financial Services
Experience
Owner of Brokerage/Investment Practice April 2013 - Present
Ameriprise Financial Services January 2009 - April 2013
UBS Financial Services November 2002 - January 2009
Skills
Retirement, Wealth Management..., Estate Planning, Retirement Planning, Investments
Education
New Mexico Highlands University 1999 — 2000
MBA, Finance
Defense Language Institute - Foreign Language Center US Army 1991 — 1993
B.A., Russian
Arizona State University 1987 — 1991
B.A., Political Science
Owner of Brokerage/Investment Practice April 2013 - Present
Ameriprise Financial Services January 2009 - April 2013
UBS Financial Services November 2002 - January 2009
Skills
Retirement, Wealth Management..., Estate Planning, Retirement Planning, Investments
Education
New Mexico Highlands University 1999 — 2000
MBA, Finance
Defense Language Institute - Foreign Language Center US Army 1991 — 1993
B.A., Russian
Arizona State University 1987 — 1991
B.A., Political Science
James Pietrzak James Pietrzak's Ameriprise Financial Services Experience 2006 - 2007
Job Area Sales Manager at Fish Window Cleaning
Industry Broadcast Media
Experience
Fish Window Cleaning March 2014 - Present
THM Publishing RDC LLC 2012 - February 2014
Genesis Communications Inc. 2009 - 2011
Ameriprise Financial Services 2006 - 2007
Capitas Financial LLC 2002 - 2006
Jackson National Life Insurance 1984 - 2001
National Football League 1974 - 1985
Skills
Sales Management, Product Marketing, New Business Development, Sales, Selling, Leadership, Management, Insurance, Recruiting, Finance, Customer Service, Small Business, Life Insurance, Advertising, Marketing, Account Management, Marketing Strategy, Digital Marketing, Fixed Annuities, Market Research, Social Media
Education
Eastern Michigan University 1971 — 1975
BBA, Marketing
Fish Window Cleaning March 2014 - Present
THM Publishing RDC LLC 2012 - February 2014
Genesis Communications Inc. 2009 - 2011
Ameriprise Financial Services 2006 - 2007
Capitas Financial LLC 2002 - 2006
Jackson National Life Insurance 1984 - 2001
National Football League 1974 - 1985
Skills
Sales Management, Product Marketing, New Business Development, Sales, Selling, Leadership, Management, Insurance, Recruiting, Finance, Customer Service, Small Business, Life Insurance, Advertising, Marketing, Account Management, Marketing Strategy, Digital Marketing, Fixed Annuities, Market Research, Social Media
Education
Eastern Michigan University 1971 — 1975
BBA, Marketing
Brandon Ley Brandon Ley's Ameriprise Financial Services Experience 2002 - May 2011
Job Field Compensation and Licensing at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Experis May 2013 - June 2013
Ameriprise Financial Services, Inc. November 2012 - February 2013
Ameriprise Financial Services, Inc. May 2011 - November 2012
Ameriprise Financial Services 2002 - May 2011
Skills
Strategic Financial..., Insurance, Analysis, Finance, Marketing, Long-term Care, Management, Microsoft Excel, Business Analysis, Investments, New Business Development, Process Improvement, Financial Planning
Education
Capella University 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, A - 3.8 GPA Currently
Anoka Ramsey Community College
Associate's degree, Business Administration, Management and Operations
Ameriprise Financial Services, Inc. January 2014 - Present
Experis May 2013 - June 2013
Ameriprise Financial Services, Inc. November 2012 - February 2013
Ameriprise Financial Services, Inc. May 2011 - November 2012
Ameriprise Financial Services 2002 - May 2011
Skills
Strategic Financial..., Insurance, Analysis, Finance, Marketing, Long-term Care, Management, Microsoft Excel, Business Analysis, Investments, New Business Development, Process Improvement, Financial Planning
Education
Capella University 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, A - 3.8 GPA Currently
Anoka Ramsey Community College
Associate's degree, Business Administration, Management and Operations
Kristen Griffiths Kristen Griffiths's Ameriprise Financial Services Experience May 2009 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Wealth Strategy Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services May 2009 - Present
Evergreen International Airlines January 2008 - June 2008
Bisco Industries September 2004 - January 2008
Synopsys June 2003 - September 2003
Skills
Manufacturing, Insurance, Salesforce.com, Real Estate, Outlook, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Sales, Series 7, Strategic Financial...
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration- International Business
Wealth Strategy Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services May 2009 - Present
Evergreen International Airlines January 2008 - June 2008
Bisco Industries September 2004 - January 2008
Synopsys June 2003 - September 2003
Skills
Manufacturing, Insurance, Salesforce.com, Real Estate, Outlook, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Sales, Series 7, Strategic Financial...
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration- International Business
Kristen Francis Kristen Francis's Ameriprise Financial Services Experience February 2007 - September 2007
Job Office Coordinator at NAI Northern California
Industry Commercial Real Estate
Experience
NAI Northern California June 2015 - Present
Waypoint Homes August 2012 - June 2015
SureShred Security June 2011 - August 2012
Restoration Hardware March 2010 - August 2010
Lincoln Financial Advisors February 2008 - October 2008
Ameriprise Financial Services February 2007 - September 2007
AT&T July 2005 - October 2006
Marie Callender's Pie Shops March 2002 - July 2005
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Client Billing, Accounts Receivable, Editing, Accounts Payable, Administrative..., Public Speaking, Leadership, Administrative...
Education
Las Positas College 2001 — 2005
Theater Arts
Las Positas College 2001 — 2005
Theatre/Theater
NAI Northern California June 2015 - Present
Waypoint Homes August 2012 - June 2015
SureShred Security June 2011 - August 2012
Restoration Hardware March 2010 - August 2010
Lincoln Financial Advisors February 2008 - October 2008
Ameriprise Financial Services February 2007 - September 2007
AT&T July 2005 - October 2006
Marie Callender's Pie Shops March 2002 - July 2005
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Client Billing, Accounts Receivable, Editing, Accounts Payable, Administrative..., Public Speaking, Leadership, Administrative...
Education
Las Positas College 2001 — 2005
Theater Arts
Las Positas College 2001 — 2005
Theatre/Theater
Jeremiah Fitzpatrick Jeremiah Fitzpatrick's Ameriprise Financial Services Experience June 2003 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services June 2003 - Present
Education
Bryant University 1999 — 2003
BS, Finance
Ameriprise Financial Services June 2003 - Present
Education
Bryant University 1999 — 2003
BS, Finance
Erica Costanzo Erica Costanzo's Ameriprise Financial Services Experience May 2009 - 2009
Job RN, BSN
Industry Hospital & Health Care
Experience
Par Capital Management December 2010 - May 2013
UBS Wealth Management January 2010 - May 2010
Saint Anselm College March 2008 - May 2010
Saint Anselm College March 2008 - May 2010
Ameriprise Financial Services May 2009 - 2009
Johnson's Seafood and Steak June 2005 - August 2008
Skills
Leadership, Strategy, Management, Program Management, Time Management, Strategic Financial..., Interviews, Banking, Customer Service, Public Speaking, Fundraising, Critical Thinking, Social Media, Event Planning, Nonprofits, Higher Education, Healthcare, Economics, Community Outreach, Research
Education
Simmons College 2013 — 2014
Bachelor of Science, Nursing (BSN), Nursing
Saint Anselm College 2007 — 2010
Bachelor of Arts, Financial Economics
Tilton School 2003 — 2006
High School
Par Capital Management December 2010 - May 2013
UBS Wealth Management January 2010 - May 2010
Saint Anselm College March 2008 - May 2010
Saint Anselm College March 2008 - May 2010
Ameriprise Financial Services May 2009 - 2009
Johnson's Seafood and Steak June 2005 - August 2008
Skills
Leadership, Strategy, Management, Program Management, Time Management, Strategic Financial..., Interviews, Banking, Customer Service, Public Speaking, Fundraising, Critical Thinking, Social Media, Event Planning, Nonprofits, Higher Education, Healthcare, Economics, Community Outreach, Research
Education
Simmons College 2013 — 2014
Bachelor of Science, Nursing (BSN), Nursing
Saint Anselm College 2007 — 2010
Bachelor of Arts, Financial Economics
Tilton School 2003 — 2006
High School
Anastacia Waller's Ameriprise Financial Services Experience November 2006 - January 2009
Job Talent at JE Model Management
Industry Entertainment
Experience
JE Model Management May 2015 - Present
Shamon Freitas Talent Agency May 2008 - Present
Trio Talent Agency September 2014 - April 2015
NBCUniversal, Inc. January 2013 - September 2014
EmpireCLS May 2012 - January 2013
DJhere Productions, LLC November 2010 - 2012
Pepsi Amp Energy Promotions May 2009 - May 2011
944 Media, LLC May 2010 - December 2010
Ameriprise Financial Services November 2006 - January 2009
Skills
Blogging, Public Relations, Social Media, Event Management, Publicity, Social Media Marketing, Event Planning, Advertising, Editing, WordPress, Marketing, Coordinating Events, Social Networking, Microsoft Office, Brand Awareness, Public Speaking, PowerPoint, Social Media Outreach, Email Marketing, Microsoft Excel, Cision, Project Coordination, Self Management, Word Of Mouth Marketing, Tumblr, YouTube, Self-driven, Microsoft Word, Self Starter, Self Driven, Excel, Word, Twitter, Hosting, Television, Broadcast Television, Network Television, Entertainment, Events, Press Releases, Facebook, Broadcast, Fundraising, Film, Editorial
Education
San Diego State University-California State University 2007 — 2011
Journalism, Public Relations
UCLA Extension 2014 — 2014
Broadcast Newswriting and Reporting
JE Model Management May 2015 - Present
Shamon Freitas Talent Agency May 2008 - Present
Trio Talent Agency September 2014 - April 2015
NBCUniversal, Inc. January 2013 - September 2014
EmpireCLS May 2012 - January 2013
DJhere Productions, LLC November 2010 - 2012
Pepsi Amp Energy Promotions May 2009 - May 2011
944 Media, LLC May 2010 - December 2010
Ameriprise Financial Services November 2006 - January 2009
Skills
Blogging, Public Relations, Social Media, Event Management, Publicity, Social Media Marketing, Event Planning, Advertising, Editing, WordPress, Marketing, Coordinating Events, Social Networking, Microsoft Office, Brand Awareness, Public Speaking, PowerPoint, Social Media Outreach, Email Marketing, Microsoft Excel, Cision, Project Coordination, Self Management, Word Of Mouth Marketing, Tumblr, YouTube, Self-driven, Microsoft Word, Self Starter, Self Driven, Excel, Word, Twitter, Hosting, Television, Broadcast Television, Network Television, Entertainment, Events, Press Releases, Facebook, Broadcast, Fundraising, Film, Editorial
Education
San Diego State University-California State University 2007 — 2011
Journalism, Public Relations
UCLA Extension 2014 — 2014
Broadcast Newswriting and Reporting
Alyssa Roper Alyssa Roper's Ameriprise Financial Services Experience January 2008 - January 2010
Job Executive Assistant at Pulte Group
Industry Information Technology and Services
Experience
PulteGroup March 2014 - Present
Kids II January 2012 - March 2014
The Sales Leadership Forum and SalesGlobe April 2010 - January 2012
Ameriprise Financial Services January 2008 - January 2010
Saks, Incorporated May 2002 - May 2007
HEALTHSOUTH Corporation April 1998 - June 2002
Skills
Administrative..., Customer Service, Invoicing, PowerPoint, Event Planning, Lotus Notes, Microsoft Excel, Outlook, Time Management, Microsoft Office, Microsoft Word, Data Entry, Employee Relations, Inventory Management, Marketing, Management, Executive..., Administrative...
Education
Seattle Pacific University
Grant High School 1988 — 1990
PulteGroup March 2014 - Present
Kids II January 2012 - March 2014
The Sales Leadership Forum and SalesGlobe April 2010 - January 2012
Ameriprise Financial Services January 2008 - January 2010
Saks, Incorporated May 2002 - May 2007
HEALTHSOUTH Corporation April 1998 - June 2002
Skills
Administrative..., Customer Service, Invoicing, PowerPoint, Event Planning, Lotus Notes, Microsoft Excel, Outlook, Time Management, Microsoft Office, Microsoft Word, Data Entry, Employee Relations, Inventory Management, Marketing, Management, Executive..., Administrative...
Education
Seattle Pacific University
Grant High School 1988 — 1990
Ben Klaers Ben Klaers's Ameriprise Financial Services Experience November 2010 - September 2015
Job AFA at Jaros & Associates A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Jaros & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services November 2010 - September 2015
LSBE Financial Markets Program May 2009 - May 2010
Education
Mora High School
Mora High School
University of Minnesota-Duluth; Labovitz School of Business & Economics 2007 — 2010
BBA, Finance
Anoka Ramsey Community College 2005 — 2007
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Jaros & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services November 2010 - September 2015
LSBE Financial Markets Program May 2009 - May 2010
Education
Mora High School
Mora High School
University of Minnesota-Duluth; Labovitz School of Business & Economics 2007 — 2010
BBA, Finance
Anoka Ramsey Community College 2005 — 2007
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Andrew Franks, CLU, ChFC Andrew Franks, CLU, ChFC's Ameriprise Financial Services Experience February 2007 - October 2008
Job Regional Vice President at Nationwide
Industry Insurance
Experience
Nationwide December 2008 - Present
Ameriprise Financial Services February 2007 - October 2008
Skills
Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Series 24, Wealth Transfer, Series 63
Education
The American College 2009 — 2009
CLU, ChFC
Otterbein University 2005 — 2007
MBA
Ohio University 1995 — 1999
BA, Economics
Nationwide December 2008 - Present
Ameriprise Financial Services February 2007 - October 2008
Skills
Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Series 24, Wealth Transfer, Series 63
Education
The American College 2009 — 2009
CLU, ChFC
Otterbein University 2005 — 2007
MBA
Ohio University 1995 — 1999
BA, Economics
Gregory Kinkead's Ameriprise Financial Services Experience December 2008 - January 2010
Job CEO/Partner at Kinkead Wealth Management and Gregory Joseph Group (Downtown Summerlin) Gregoryjosephgroup.com
Industry Financial Services
Experience
Gregory Joseph Group/Kinkead Wealth Management June 2004 - Present
Ameriprise Financial Services December 2008 - January 2010
UBS Financial Services November 2002 - June 2004
Smith Barney February 1994 - November 2002
Skills
18 Years of..., Securities, Financial Services, Wealth Management, Financial Goals, Finance, Retirement Planning, Fixed Annuities, Financial Modeling, Asset Allocation, Asset Management, Portfolio Management, Due Diligence, Series 7, FINRA, Retirement, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, Small Business, Financial Advisory, Mergers & Acquisitions, Equities, 401k, Financial Planners, Wealth, Alternative Investments, Business Planning, Bonds, ETFs, Estate Planning, IRAs, Fixed Income, Options, Wealth Management..., Investment Management, Funding, Hedge Funds
Education
California State University-Fullerton 1987 — 1990
Bachelor's degree, Finance, General
Sonora High School 1984 — 1987
Gregory Joseph Group/Kinkead Wealth Management June 2004 - Present
Ameriprise Financial Services December 2008 - January 2010
UBS Financial Services November 2002 - June 2004
Smith Barney February 1994 - November 2002
Skills
18 Years of..., Securities, Financial Services, Wealth Management, Financial Goals, Finance, Retirement Planning, Fixed Annuities, Financial Modeling, Asset Allocation, Asset Management, Portfolio Management, Due Diligence, Series 7, FINRA, Retirement, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, Small Business, Financial Advisory, Mergers & Acquisitions, Equities, 401k, Financial Planners, Wealth, Alternative Investments, Business Planning, Bonds, ETFs, Estate Planning, IRAs, Fixed Income, Options, Wealth Management..., Investment Management, Funding, Hedge Funds
Education
California State University-Fullerton 1987 — 1990
Bachelor's degree, Finance, General
Sonora High School 1984 — 1987
Bill Nugent, MBA, CFP Bill Nugent, MBA, CFP's Ameriprise Financial Services Experience April 2006 - August 2006
Job
Industry Financial Services
Experience
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Cassandra Ohanenye's Ameriprise Financial Services Experience August 2006 - November 2006
Job Business Systems Analyst
Industry Computer Networking
Experience
NASCO January 2012 - Present
TeleCommunication Systems, Inc. (TSYS) October 2011 - January 2012
Gulfstream Aerospace Corporation 2011 - December 2011
Georgia Southern University February 2008 - June 2011
Newell Rubbermaid May 2010 - August 2010
Ameriprise Financial Services August 2006 - November 2006
Skills
Research, Business Analysis, Market Research, Analysis, Test Cases, System Integration..., Regression Testing, User Acceptance Testing, User Stories, Use Case, Requirements Gathering, Requirements Analysis, Functional Requirements, Visio, Software Documentation, Databases, Business Intelligence
Education
Georgia Southern University 2007 — 2011
Bachelor of Business Administration, Information Systems Emphasis Enterprise Resource Planning Systems (ERP)
NASCO January 2012 - Present
TeleCommunication Systems, Inc. (TSYS) October 2011 - January 2012
Gulfstream Aerospace Corporation 2011 - December 2011
Georgia Southern University February 2008 - June 2011
Newell Rubbermaid May 2010 - August 2010
Ameriprise Financial Services August 2006 - November 2006
Skills
Research, Business Analysis, Market Research, Analysis, Test Cases, System Integration..., Regression Testing, User Acceptance Testing, User Stories, Use Case, Requirements Gathering, Requirements Analysis, Functional Requirements, Visio, Software Documentation, Databases, Business Intelligence
Education
Georgia Southern University 2007 — 2011
Bachelor of Business Administration, Information Systems Emphasis Enterprise Resource Planning Systems (ERP)
Eichhorn Pamela's Ameriprise Financial Services Experience 2003 - 2007
Job Paralegal Specialist at U.S. Department of the Interior, IBIA
Industry Government Administration
Experience
Department of Interior January 2008 - Present
Ameriprise Financial Services 2003 - 2007
Lovelace Interiors, Inc 1999 - 2002
Skills
Microsoft Office, Data Management System, Westlaw, Customer Service, Confidentiality, File Management, Office Management, Outlook, Administrative..., Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Government, Leadership, Wordperfect, Public Speaking, Journalism, Newsletters, Office Administration, Proofreading, Writing, Legal Research, Time Management, Software Documentation, Defense, Access
Education
The George Washington University 2010 — 2012
Master's Degree; in, Paralegal Studies
Indiana University Southeast through Center for Legal Studies 2007 — 2007
Certificate, Paralegal
Ball State University 1978 — 1983
Bachelor of Science, Journalism
Department of Interior January 2008 - Present
Ameriprise Financial Services 2003 - 2007
Lovelace Interiors, Inc 1999 - 2002
Skills
Microsoft Office, Data Management System, Westlaw, Customer Service, Confidentiality, File Management, Office Management, Outlook, Administrative..., Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Government, Leadership, Wordperfect, Public Speaking, Journalism, Newsletters, Office Administration, Proofreading, Writing, Legal Research, Time Management, Software Documentation, Defense, Access
Education
The George Washington University 2010 — 2012
Master's Degree; in, Paralegal Studies
Indiana University Southeast through Center for Legal Studies 2007 — 2007
Certificate, Paralegal
Ball State University 1978 — 1983
Bachelor of Science, Journalism
Debra Mitchell Debra Mitchell's Ameriprise Financial Services Experience March 2005 - September 2006
Job DLM Group, LLC, Human Resource and Business Consulting
Industry Human Resources
Experience
DLM Group, LLC ; Javelin Outplacement Services November 2006 - Present
Ameriprise Financial Services March 2005 - September 2006
American Express (Financial Advisors) March 2000 - March 2005
Skills
Succession Planning, Talent Management, Organizational Design, Change Management, Performance Management, Mergers, Leadership Development, HR Consulting, Coaching, Recruiting, Staff Development, Leadership, Mergers & Acquisitions, Employee Relations, Interviews, Employee Benefits, Deferred Compensation, Talent Acquisition, Workforce Planning, Hiring, Human Resources, Personnel Management, Executive Coaching, Conflict Resolution, Strategy, Employee Training, Consulting, Temporary Placement, Training, Onboarding, Workshop Facilitation, Career Development, Management
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2018
Doctor of Education (Ed.D.), Organizational Leadership
Augsburg College 2004 — 2007
M.A., Leadership
Concordia College
B.A., Communications & Psychology (double major)
DLM Group, LLC ; Javelin Outplacement Services November 2006 - Present
Ameriprise Financial Services March 2005 - September 2006
American Express (Financial Advisors) March 2000 - March 2005
Skills
Succession Planning, Talent Management, Organizational Design, Change Management, Performance Management, Mergers, Leadership Development, HR Consulting, Coaching, Recruiting, Staff Development, Leadership, Mergers & Acquisitions, Employee Relations, Interviews, Employee Benefits, Deferred Compensation, Talent Acquisition, Workforce Planning, Hiring, Human Resources, Personnel Management, Executive Coaching, Conflict Resolution, Strategy, Employee Training, Consulting, Temporary Placement, Training, Onboarding, Workshop Facilitation, Career Development, Management
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2018
Doctor of Education (Ed.D.), Organizational Leadership
Augsburg College 2004 — 2007
M.A., Leadership
Concordia College
B.A., Communications & Psychology (double major)
Sia Hubman Sia Hubman's Ameriprise Financial Services Experience June 2009 - September 2010
Job Sr. Marketing Specialist, at Cray Inc.
Industry Computer Hardware
Experience
Cray Inc. November 2012 - Present
Appro International, Inc. May 2012 - December 2012
Appro International, Inc. March 2011 - May 2012
California Imaging Institute September 2010 - March 2011
Ameriprise Financial Services June 2009 - September 2010
California State University, Fresno December 2007 - May 2010
Skills
Event Planning, Social Media Marketing, Corporate Social Media, Blog Marketing, Creative Campaign..., Brand Awareness, Brand Developement, Photoshop, Logistics, Trade Show Management, Content Creation, B2B Marketing, Marketing Communications, Social Media Relations, Corporate Branding, Partnership Marketing, Social Networking, Social Media
Education
UC Berkeley Extension 2015 — 2015
Writing for Social Media: Prose That Works for Web 2.0
California State University-Fresno 2007 — 2010
Bachelor of Science, Business Administration, Marketing Concentration
Cray Inc. November 2012 - Present
Appro International, Inc. May 2012 - December 2012
Appro International, Inc. March 2011 - May 2012
California Imaging Institute September 2010 - March 2011
Ameriprise Financial Services June 2009 - September 2010
California State University, Fresno December 2007 - May 2010
Skills
Event Planning, Social Media Marketing, Corporate Social Media, Blog Marketing, Creative Campaign..., Brand Awareness, Brand Developement, Photoshop, Logistics, Trade Show Management, Content Creation, B2B Marketing, Marketing Communications, Social Media Relations, Corporate Branding, Partnership Marketing, Social Networking, Social Media
Education
UC Berkeley Extension 2015 — 2015
Writing for Social Media: Prose That Works for Web 2.0
California State University-Fresno 2007 — 2010
Bachelor of Science, Business Administration, Marketing Concentration
Terry Neil Norman Terry Neil Norman's Ameriprise Financial Services Experience February 2007 - August 2007
Job Program Manager at DuPont Pioneer
Industry Information Technology and Services
Experience
DuPont Pioneer July 2014 - Present
Wells Fargo Card Services May 2013 - July 2014
DuPont Pioneer November 2012 - May 2013
Synovus Technologies June 2012 - October 2012
Soft World, Inc. March 2012 - October 2012
Synovus Technologies March 2012 - June 2012
Wells Fargo August 2009 - February 2012
Wells Fargo Bank August 2007 - February 2009
Ameriprise Financial Services February 2007 - August 2007
Wells Fargo Bank October 2004 - February 2007
Skills
SDLC, Program Management, Banking, Business Requirements, Release Management, MS Project, Vendor Management, Risk Mitigation, Resource Management, Waterfall, Business Analysis, Retail Banking, Risk Management, Software Project..., Visio, Project Planning, User Acceptance Testing, Project Delivery, Requirements Gathering, Process Mapping, Internet Banking, Business Process Mapping
Education
Georgia College and State University 1972 — 1981
MBA, Management
DuPont Pioneer July 2014 - Present
Wells Fargo Card Services May 2013 - July 2014
DuPont Pioneer November 2012 - May 2013
Synovus Technologies June 2012 - October 2012
Soft World, Inc. March 2012 - October 2012
Synovus Technologies March 2012 - June 2012
Wells Fargo August 2009 - February 2012
Wells Fargo Bank August 2007 - February 2009
Ameriprise Financial Services February 2007 - August 2007
Wells Fargo Bank October 2004 - February 2007
Skills
SDLC, Program Management, Banking, Business Requirements, Release Management, MS Project, Vendor Management, Risk Mitigation, Resource Management, Waterfall, Business Analysis, Retail Banking, Risk Management, Software Project..., Visio, Project Planning, User Acceptance Testing, Project Delivery, Requirements Gathering, Process Mapping, Internet Banking, Business Process Mapping
Education
Georgia College and State University 1972 — 1981
MBA, Management
Bill Eldredge Bill Eldredge's Ameriprise Financial Services Experience December 2006 - August 2007
Job Financial Services
Industry Financial Services
Experience
Vanguard March 2012 - December 2013
Red Ventures April 2011 - November 2011
Merrill Lynch September 2007 - January 2011
Ameriprise Financial Services December 2006 - August 2007
Colonial Life 2003 - 2006
Skills
Inside Sales, Group Presentations, Training & Development, Series 7, Insurance, Series 66, Benefits, Small Business, Investments, Accident, Public Speaking, Retirement Planning, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Portfolio Management, Sales, Credit, Options, Securities, Mutual Funds, Relationship Management, Employee Training, Financial Services, Employee Benefits, Equities
Education
Yoga Shala Charlotte 2013 — 2013
RYT 200 Hour, Yoga Teacher Training
Belmont Abbey College 1999 — 2002
B.A., Business, CIS
George Washington High School 1979 — 1983
Vanguard March 2012 - December 2013
Red Ventures April 2011 - November 2011
Merrill Lynch September 2007 - January 2011
Ameriprise Financial Services December 2006 - August 2007
Colonial Life 2003 - 2006
Skills
Inside Sales, Group Presentations, Training & Development, Series 7, Insurance, Series 66, Benefits, Small Business, Investments, Accident, Public Speaking, Retirement Planning, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Portfolio Management, Sales, Credit, Options, Securities, Mutual Funds, Relationship Management, Employee Training, Financial Services, Employee Benefits, Equities
Education
Yoga Shala Charlotte 2013 — 2013
RYT 200 Hour, Yoga Teacher Training
Belmont Abbey College 1999 — 2002
B.A., Business, CIS
George Washington High School 1979 — 1983
Michael Bonfanti, CFP®'s Ameriprise Financial Services Experience 2004 - 2006
Job Investment Manager at Bonfanti Investment Services, LLC
Industry Financial Services
Experience
Bonfanti Investment Services, LLC October 2009 - Present
Joseph R. Brown & Associates July 2006 - October 2009
Ameriprise Financial Services 2004 - 2006
Skills
Investments, Retirement Planning, Series 7, Retirement, Asset Allocation, Strategic Financial..., Estate Planning, Long-term Care, Life Insurance, Insurance, Financial Services, Financial Analysis, 401k Rollovers
Education
Louisiana State University 1997 — 2003
Bachelor's, Finance
Catholic High 1995 — 1997
Bonfanti Investment Services, LLC October 2009 - Present
Joseph R. Brown & Associates July 2006 - October 2009
Ameriprise Financial Services 2004 - 2006
Skills
Investments, Retirement Planning, Series 7, Retirement, Asset Allocation, Strategic Financial..., Estate Planning, Long-term Care, Life Insurance, Insurance, Financial Services, Financial Analysis, 401k Rollovers
Education
Louisiana State University 1997 — 2003
Bachelor's, Finance
Catholic High 1995 — 1997
Supal Vora Supal Vora's Ameriprise Financial Services Experience October 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services October 2003 - Present
Education
University of California, Riverside
Bachelor of Science, Business Administration
Ameriprise Financial Services October 2003 - Present
Education
University of California, Riverside
Bachelor of Science, Business Administration
Joanna Dobberstein Joanna Dobberstein's Ameriprise Financial Services Experience 2006 - 2009
Job Marketing SpecialistTraining and Communications at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Marketing and Communications ManagerAmeriprise Financial1994 - Present
Ameriprise Financial Services 2006 - 2009
Ameriprise Bank, FSB 2006 - 2007
Skills
Marketing, Marketing Communications, Internal Communications, Financial Services, Leadership, Training, Captivate
Education
Northern Michigan University 1987 — 1992
Ameriprise Financial Marketing and Communications ManagerAmeriprise Financial1994 - Present
Ameriprise Financial Services 2006 - 2009
Ameriprise Bank, FSB 2006 - 2007
Skills
Marketing, Marketing Communications, Internal Communications, Financial Services, Leadership, Training, Captivate
Education
Northern Michigan University 1987 — 1992
Roman Quisol III, CFP ®,ChFC®,CRPC® Roman Quisol III, CFP ®,ChFC®,CRPC®'s Ameriprise Financial Services Experience June 1991 - Present
Job Financial Advisor, with 24+ years experience
Industry Financial Services
Experience
Ameriprise Financial Services June 1991 - Present
DHL Airways, Inc. January 1983 - May 1990
Education
San Jose State University 1982 — 1985
BS, Major: Finance with a minor in Economics
Ameriprise Financial Services June 1991 - Present
DHL Airways, Inc. January 1983 - May 1990
Education
San Jose State University 1982 — 1985
BS, Major: Finance with a minor in Economics
Purvi Kothari Purvi Kothari's Ameriprise Financial Services Experience March 2007 - December 2008
Job Looking for temp or temp to permanent contract/consultant opportunity.
Industry Defense & Space
Experience
AASKI Technology February 2010 - July 2015
Bloomberg September 2009 - February 2010
Ameriprise Financial Services March 2007 - December 2008
Skills
Bloomberg, PeopleSoft, Software Documentation, Program Management, Time Management, Leadership, Analysis, Process Improvement, Microsoft Office, Policy, Financial Analysis, Government Contracting, Proposal Writing, Contract Management, Business Analysis, Risk Management, Security Clearance
Education
Fairleigh Dickinson University - Teaneck NJ 2006 — 2009
B.S, Finance
Raritan Valley Community College 2002 — 2004
Associates, Management Information System
AASKI Technology February 2010 - July 2015
Bloomberg September 2009 - February 2010
Ameriprise Financial Services March 2007 - December 2008
Skills
Bloomberg, PeopleSoft, Software Documentation, Program Management, Time Management, Leadership, Analysis, Process Improvement, Microsoft Office, Policy, Financial Analysis, Government Contracting, Proposal Writing, Contract Management, Business Analysis, Risk Management, Security Clearance
Education
Fairleigh Dickinson University - Teaneck NJ 2006 — 2009
B.S, Finance
Raritan Valley Community College 2002 — 2004
Associates, Management Information System
Joseph (Joe) Christine Joseph (Joe) Christine's Ameriprise Financial Services Experience June 2006 - August 2009
Job Retirement Plan Consultant: Helping Business Owners & Plan Sponsors Offer Competitive Retirement Benefits
Industry Financial Services
Experience
Automatic Data Processing August 2009 - Present
Ameriprise Financial Services June 2006 - August 2009
Skills
Retirement Planning, 401k, Retirement, Series 63, Marketing, Series 7, Employee Benefits, ADP Payroll, Time Management, Qualified Retirement..., Simple IRA, Safe Harbor, Retirement Benefits, Human Capital Management, Human Resources
Education
Duquesne University 2002 — 2006
BSBA, Marketing and Finance
Parkland High School 1998 — 2002
High School
Automatic Data Processing August 2009 - Present
Ameriprise Financial Services June 2006 - August 2009
Skills
Retirement Planning, 401k, Retirement, Series 63, Marketing, Series 7, Employee Benefits, ADP Payroll, Time Management, Qualified Retirement..., Simple IRA, Safe Harbor, Retirement Benefits, Human Capital Management, Human Resources
Education
Duquesne University 2002 — 2006
BSBA, Marketing and Finance
Parkland High School 1998 — 2002
High School
Joanne Shull's Ameriprise Financial Services Experience October 2013 - December 2013
Job Project Coordinator/Administrator at NaviSite
Industry Computer & Network Security
Experience
EMD Millipore (Affiliate of Merck KGaA, Darmstadt, Germany) April 2015 - June 2015
Blog Monitor/Editor July 2014 - April 2015
Major Healthcare Company (sales data, manufacturing) April 2014 - June 2014
BAE Systems ES December 2013 - March 2014
Ameriprise Financial Services October 2013 - December 2013
National Visa Center February 2013 - June 2013
Randstad, The Nagler Group, OfficeTeam December 2012 - March 2013
Randstad January 2012 - January 2012
Education and Job Search Coordinated with Online Groups September 2011 - January 2012
U.S. Department of State December 2007 - August 2011
Skills
Leadership, Recruiting, Employee Relations, Customer Service, Security, Microsoft Word, Outlook, Training, Business Analysis, Process Improvement, Administrative..., Salesforce.com, Document Management, Corel, PowerPoint, Enterprise Software, Administration, Pagemaker, Fraud Investigations, Word, Excel, Share Point, Adobe Pagemaker, Fraud, Administrative..., SalesForce Admin, Document Controls, Configuration Management, SQL, VB, SAP ERP, Oracle Database, Oracle Applications, Oracle Reports, IFBs, RFPs, IFQs, Marketing Support, Sales Support
Education
Project Management Institute - NH Branch 2014 — 2014
PMP Certification, PMBOK
US Bureau of Consular Affairs 2008 — 2008
Immigration Services, Immigration Law Course, NA
Harvard University 1996 — 2000
ALB, Liberal Arts/Social Science
Northeastern University 1990 — 2000
none, Marketing
Bunker Hill Community College 1975 — 1977
A.S., Business
EMD Millipore (Affiliate of Merck KGaA, Darmstadt, Germany) April 2015 - June 2015
Blog Monitor/Editor July 2014 - April 2015
Major Healthcare Company (sales data, manufacturing) April 2014 - June 2014
BAE Systems ES December 2013 - March 2014
Ameriprise Financial Services October 2013 - December 2013
National Visa Center February 2013 - June 2013
Randstad, The Nagler Group, OfficeTeam December 2012 - March 2013
Randstad January 2012 - January 2012
Education and Job Search Coordinated with Online Groups September 2011 - January 2012
U.S. Department of State December 2007 - August 2011
Skills
Leadership, Recruiting, Employee Relations, Customer Service, Security, Microsoft Word, Outlook, Training, Business Analysis, Process Improvement, Administrative..., Salesforce.com, Document Management, Corel, PowerPoint, Enterprise Software, Administration, Pagemaker, Fraud Investigations, Word, Excel, Share Point, Adobe Pagemaker, Fraud, Administrative..., SalesForce Admin, Document Controls, Configuration Management, SQL, VB, SAP ERP, Oracle Database, Oracle Applications, Oracle Reports, IFBs, RFPs, IFQs, Marketing Support, Sales Support
Education
Project Management Institute - NH Branch 2014 — 2014
PMP Certification, PMBOK
US Bureau of Consular Affairs 2008 — 2008
Immigration Services, Immigration Law Course, NA
Harvard University 1996 — 2000
ALB, Liberal Arts/Social Science
Northeastern University 1990 — 2000
none, Marketing
Bunker Hill Community College 1975 — 1977
A.S., Business
Chris Stuckel's Ameriprise Financial Services Experience April 2007 - August 2007
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
FieldTorq Knives January 2012 - Present
Kimberly-Clark October 2013 - April 2014
Kimberly-Clark March 2012 - December 2012
West Business Services March 2009 - July 2010
Wells Fargo August 2008 - October 2008
Medtronic August 2007 - April 2008
Ameriprise Financial Services April 2007 - August 2007
Wells Fargo February 2006 - April 2007
Olsen Thielen Technologies February 2005 - October 2005
Education
St. Cloud State University 1991 — 1995
B.S, Business Management/Operations
FieldTorq Knives January 2012 - Present
Kimberly-Clark October 2013 - April 2014
Kimberly-Clark March 2012 - December 2012
West Business Services March 2009 - July 2010
Wells Fargo August 2008 - October 2008
Medtronic August 2007 - April 2008
Ameriprise Financial Services April 2007 - August 2007
Wells Fargo February 2006 - April 2007
Olsen Thielen Technologies February 2005 - October 2005
Education
St. Cloud State University 1991 — 1995
B.S, Business Management/Operations
Matthew Hausch's Ameriprise Financial Services Experience November 2006 - July 2007
Job Senior Associate at Morgan Stanley, MBA Candidate 2015 Fuqua School of Business Duke University
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Morgan Stanley March 2011 - Present
Citigroup Global Markets Inc. September 2007 - May 2011
Ameriprise Financial Services November 2006 - July 2007
Avon July 2006 - November 2006
Skills
Equities, Securities, Series 7, Series 63, Strategic Financial..., Portfolio Management, Bloomberg, Financial Planners, Financial Analysis, Asset Managment, Financial Modeling, Uniform Combined State..., Bloomberg Terminal, Finance, Asset Allocation, Energy Industry, Metals, Mining, Asset Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Buffalo 2002 — 2006
Bachelor's of Science, Finance, General
Emmanuel Asuncion's Ameriprise Financial Services Experience August 2007 - February 2008
Job Investment Operations & Client Relations Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - Present
Union Bank Investment Services February 2008 - February 2014
Union Bank of California February 2004 - July 2011
Ameriprise Financial Services August 2007 - February 2008
Skills
Investments, Finance, Asset Management, Financial Services, Securities, Series 7, Training, Sales, Networking, Banking, Portfolio Management, Retail Banking, Credit, Loans, Wealth Management, Relationship Management, Mortgage Lending, Financial Analysis, Risk Management, Cash Management, series 66
Education
Loyola High School 1999 — 2003
High School Diploma
Loyola Marymount University, College of Business Administration 2003 — 2007
B.A. Business Administration
Securities Training Corp. 2007 — 2007
n/a
Northwestern Mutual February 2014 - Present
Union Bank Investment Services February 2008 - February 2014
Union Bank of California February 2004 - July 2011
Ameriprise Financial Services August 2007 - February 2008
Skills
Investments, Finance, Asset Management, Financial Services, Securities, Series 7, Training, Sales, Networking, Banking, Portfolio Management, Retail Banking, Credit, Loans, Wealth Management, Relationship Management, Mortgage Lending, Financial Analysis, Risk Management, Cash Management, series 66
Education
Loyola High School 1999 — 2003
High School Diploma
Loyola Marymount University, College of Business Administration 2003 — 2007
B.A. Business Administration
Securities Training Corp. 2007 — 2007
n/a
Marc Zabicki, CFA's Ameriprise Financial Services Experience October 2014 - August 2015
Job Former Senior Market Strategist and Global Asset Allocation Committee Chair at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services October 2014 - August 2015
Ameriprise Financial Services October 2008 - October 2014
H&R Block Financial Advisors 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
Citigroup (Salomon Brothers) April 1992 - June 1998
Skills
Securities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Financial Advisory, Analysis, Competitive Analysis, Series 7, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Investments, Strategic Financial..., FINRA, Retirement, Asset Management, Series 63
Education
Florida State University 1984 — 1989
Economics
Chartered Financial Analyst (CFA)
Ameriprise Financial Services October 2014 - August 2015
Ameriprise Financial Services October 2008 - October 2014
H&R Block Financial Advisors 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
Citigroup (Salomon Brothers) April 1992 - June 1998
Skills
Securities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Financial Advisory, Analysis, Competitive Analysis, Series 7, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Investments, Strategic Financial..., FINRA, Retirement, Asset Management, Series 63
Education
Florida State University 1984 — 1989
Economics
Chartered Financial Analyst (CFA)
Hillary Gaston Sr.'s Ameriprise Financial Services Experience 2006 - 2007
Job Chief Operating Officer at Fellowship of Reconciliation
Industry Financial Services
Experience
Fellowship of Reconciliation January 2014 - Present
H. Gaston Sr. Consulting Services LLC March 2011 - Present
Sharon Baptist Church May 2003 - Present
Fellowship of Reconciliation 2008 - 2012
Ameriprise Financial Services 2006 - 2007
New York Theological SeminaryNew York, NY 2002 - 2006
American Baptist Churches New Jersey 2000 - 2002
Samuel Gompers High School 1996 - 2001
Parkchester Baptist Church 1990 - 2000
US Postal Inspection Service 1978 - 1990
Skills
Strategic Planning, Financial Management, Administration, Non-profits, Public Speaking, Teaching, Mentoring, Writing, Budgeting, Community Outreach, Problem Solving, Leadership Development, Excel, Public Relations, Team Building, Preaching, Theology, Financial Planning, Management Consulting, Organizational..., Conflict Resolution, Community Organizing, PowerPoint, Word, Community Relations, Registered Tax Return..., Microsoft Word, Budgets, Microsoft Excel, Managerial Finance, Strategic Financial..., Nonprofits, Community Development, System Administration, Research, Executive Coaching, Editing, Religion, Policy, Training, Volunteer Management, Program Development, Grants, Management, Grant Writing, Church Events, Staff Development, Pastoral Care, Youth Development, Strategy
Education
Iona College 1994 — 1996
Doctor of Ministry, Secondary Education and Teaching, History
Drew University 1990 — 1993
Doctor of Ministry, Leardership and Community Development
New York Theological Seminary 1983 — 1986
M.Div., Religious Education
University of Baltimore 1972 — 1975
BS, Accounting
Fellowship of Reconciliation January 2014 - Present
H. Gaston Sr. Consulting Services LLC March 2011 - Present
Sharon Baptist Church May 2003 - Present
Fellowship of Reconciliation 2008 - 2012
Ameriprise Financial Services 2006 - 2007
New York Theological SeminaryNew York, NY 2002 - 2006
American Baptist Churches New Jersey 2000 - 2002
Samuel Gompers High School 1996 - 2001
Parkchester Baptist Church 1990 - 2000
US Postal Inspection Service 1978 - 1990
Skills
Strategic Planning, Financial Management, Administration, Non-profits, Public Speaking, Teaching, Mentoring, Writing, Budgeting, Community Outreach, Problem Solving, Leadership Development, Excel, Public Relations, Team Building, Preaching, Theology, Financial Planning, Management Consulting, Organizational..., Conflict Resolution, Community Organizing, PowerPoint, Word, Community Relations, Registered Tax Return..., Microsoft Word, Budgets, Microsoft Excel, Managerial Finance, Strategic Financial..., Nonprofits, Community Development, System Administration, Research, Executive Coaching, Editing, Religion, Policy, Training, Volunteer Management, Program Development, Grants, Management, Grant Writing, Church Events, Staff Development, Pastoral Care, Youth Development, Strategy
Education
Iona College 1994 — 1996
Doctor of Ministry, Secondary Education and Teaching, History
Drew University 1990 — 1993
Doctor of Ministry, Leardership and Community Development
New York Theological Seminary 1983 — 1986
M.Div., Religious Education
University of Baltimore 1972 — 1975
BS, Accounting
Ronald Wayne Yowell's Ameriprise Financial Services Experience October 2006 - Present
Job Financial Advisor at Bigler & Associates, A Private Wealth Advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services October 2006 - Present
Olan Mills December 1997 - October 2006
RJR Nabisco October 1973 - October 1995
Education
The University of Texas at Austin 1968 — 1972
Bachelor of Journalism, Advertising Studies
Dale Carnegie Human Relations Course
Ameriprise Financial Services October 2006 - Present
Olan Mills December 1997 - October 2006
RJR Nabisco October 1973 - October 1995
Education
The University of Texas at Austin 1968 — 1972
Bachelor of Journalism, Advertising Studies
Dale Carnegie Human Relations Course
Shawn Krile's Ameriprise Financial Services Experience April 2006 - February 2007
Job Senior Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2011 - Present
SkryCo Enterprises, Inc. 2005 - Present
United Health Group May 2011 - October 2011
Thomson Reuters,Corporation September 2008 - April 2011
Deluxe Corporation January 2008 - July 2008
Wells Fargo March 2007 - August 2007
Ameriprise Financial Services April 2006 - February 2007
Restaurant Technologies, Inc. August 1999 - January 2006
Company History August 1999 - August 1999
Education
Iowa State University
BBA
University of Minnesota - Carlson School of Management
MBA, Management Information Systems
University of St. Thomas - Opus College of Business
Finance
Thomson Reuters October 2011 - Present
SkryCo Enterprises, Inc. 2005 - Present
United Health Group May 2011 - October 2011
Thomson Reuters,Corporation September 2008 - April 2011
Deluxe Corporation January 2008 - July 2008
Wells Fargo March 2007 - August 2007
Ameriprise Financial Services April 2006 - February 2007
Restaurant Technologies, Inc. August 1999 - January 2006
Company History August 1999 - August 1999
Education
Iowa State University
BBA
University of Minnesota - Carlson School of Management
MBA, Management Information Systems
University of St. Thomas - Opus College of Business
Finance
Richard Rick Lammering's Ameriprise Financial Services Experience 1997 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services 1997 - Present
Indiana Department of Workforce Development March 1986 - March 1997
Education
Purdue University 1979 — 1983
Computer Technology
Ameriprise Financial Services 1997 - Present
Indiana Department of Workforce Development March 1986 - March 1997
Education
Purdue University 1979 — 1983
Computer Technology
Todd Pfutzenreuter's Ameriprise Financial Services Experience April 1994 - Present
Job Financial Advisor, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services April 1994 - Present
Education
Northern Arizona University-The W. A. Franke College of Business 1988 — 1992
Ameriprise Financial Services April 1994 - Present
Education
Northern Arizona University-The W. A. Franke College of Business 1988 — 1992
Phil Ekstrand's Ameriprise Financial Services Experience February 2000 - December 2001
Job Senior Print Producer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Richard Coshal's Ameriprise Financial Services Experience March 2006 - November 2008
Job Digital Marketing Professional
Industry Financial Services
Experience
Ameriprise Financial Services March 2006 - November 2008
Gartner 2003 - 2005
AllStar Stats 2002 - 2003
SmallWorld.com 1999 - 2001
CBS Sportsline 1996 - 1999
SportsLine.com 1996 - 1999
Skills
Investments, New Media, New Media Consulting, Strategic Financial..., Financial Planners, Risk Management, Securities, Wealth Management, Series 7, Retirement Planning, Start-ups, Retirement, Business Strategy, Financial Analysis, Insurance, Small Business, Due Diligence, Real Estate, Financial Services, Negotiation, Alternative Investments, Investment Management, Financial Markets
Education
Lafayette College 1979 — 1984
ba, Economics
General Assembly
NYU
general assembly
general assembly
general assembly
Ameriprise Financial Services March 2006 - November 2008
Gartner 2003 - 2005
AllStar Stats 2002 - 2003
SmallWorld.com 1999 - 2001
CBS Sportsline 1996 - 1999
SportsLine.com 1996 - 1999
Skills
Investments, New Media, New Media Consulting, Strategic Financial..., Financial Planners, Risk Management, Securities, Wealth Management, Series 7, Retirement Planning, Start-ups, Retirement, Business Strategy, Financial Analysis, Insurance, Small Business, Due Diligence, Real Estate, Financial Services, Negotiation, Alternative Investments, Investment Management, Financial Markets
Education
Lafayette College 1979 — 1984
ba, Economics
General Assembly
NYU
general assembly
general assembly
general assembly
Jeff Mumper, CFP®, ChFC®, CASL, APMA's Ameriprise Financial Services Experience February 1998 - Present
Job Private Wealth Advisor, Managing Director
Industry Financial Services
Experience
Ameriprise Financial Services February 1998 - Present
Education
Miami University 1991 — 1995
B.S., Mathematics and Statistics
Ameriprise Financial Services February 1998 - Present
Education
Miami University 1991 — 1995
B.S., Mathematics and Statistics
Steve Shepich's Ameriprise Financial Services Experience February 1995 - April 2002
Job Portfolio Manager at Laffer Investments
Industry Financial Services
Experience
Laffer Investments November 2011 - Present
Ameriprise Financial (fna H&R Block Financial Advisors) March 2002 - October 2011
Ameriprise Financial Services February 1995 - April 2002
Skills
Asset Allocation, Equities, Investments, Leadership, Mutual Funds, Portfolio Management, Securities, Series 7, Wealth Management, Asset Managment, Investment Strategies, Retirement Planning
Education
Wayne State University 1992 — 1995
MBA, Finance
Ferris State University 1982 — 1986
BS, Accounting
Laffer Investments November 2011 - Present
Ameriprise Financial (fna H&R Block Financial Advisors) March 2002 - October 2011
Ameriprise Financial Services February 1995 - April 2002
Skills
Asset Allocation, Equities, Investments, Leadership, Mutual Funds, Portfolio Management, Securities, Series 7, Wealth Management, Asset Managment, Investment Strategies, Retirement Planning
Education
Wayne State University 1992 — 1995
MBA, Finance
Ferris State University 1982 — 1986
BS, Accounting
Donald Goding's Ameriprise Financial Services Experience January 1995 - January 1996
Job Franchise Owner at Apex Fun Run Virginia
Industry Health, Wellness and Fitness
Experience
Apex Fun Run Virginia January 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) July 2012 - August 2014
Ipsen June 2011 - July 2012
Genentech January 2005 - January 2011
Roche January 2004 - January 2005
Roche January 2003 - January 2004
Roche January 1999 - January 2003
Quantum Resources January 1996 - January 1999
AMERIPRISE FINANCIAL SERVICES January 1995 - January 1996
Skills
Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Rheumatology, Physicians, Neurology, Endocrinology, Pulmonology, Buy & Bill, Pharmacy, Strategic Planning, Cardiology, Hospitals, Healthcare, Nephrology, Infectious Diseases, Primary Care, Leadership, Medicare, Medicine, Strategy, Pharmaceutical Industry, OB/GYN, Gastroenterology, Medicaid, Pharmacists, Hospital Sales, Home Infusion, Medical Affairs, Medical Sales, Clinical Research, Oncology, Diabetes, Internal Medicine, Healthcare Industry, Urology, Nursing, Family Medicine, Neuroscience, Sales Operations, Managed Care
Education
Virginia Commonwealth University - School of Business 2002 — 2004
MBA, Business Administration
Longwood University
Bachelors in Science, Political Science
Apex Fun Run Virginia January 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) July 2012 - August 2014
Ipsen June 2011 - July 2012
Genentech January 2005 - January 2011
Roche January 2004 - January 2005
Roche January 2003 - January 2004
Roche January 1999 - January 2003
Quantum Resources January 1996 - January 1999
AMERIPRISE FINANCIAL SERVICES January 1995 - January 1996
Skills
Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Rheumatology, Physicians, Neurology, Endocrinology, Pulmonology, Buy & Bill, Pharmacy, Strategic Planning, Cardiology, Hospitals, Healthcare, Nephrology, Infectious Diseases, Primary Care, Leadership, Medicare, Medicine, Strategy, Pharmaceutical Industry, OB/GYN, Gastroenterology, Medicaid, Pharmacists, Hospital Sales, Home Infusion, Medical Affairs, Medical Sales, Clinical Research, Oncology, Diabetes, Internal Medicine, Healthcare Industry, Urology, Nursing, Family Medicine, Neuroscience, Sales Operations, Managed Care
Education
Virginia Commonwealth University - School of Business 2002 — 2004
MBA, Business Administration
Longwood University
Bachelors in Science, Political Science
Van Johnson's Ameriprise Financial Services Experience 1999 - Present
Job Senior Manager Technology Delivery at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1999 - Present
Ameriprise Financial Services, Inc. September 1999 - Present
Ameriprise Financial Services 1999 - Present
Prudential Preferred Financial Services 1993 - 1999
Skills
Vendor Management, Requirements Gathering, Process Improvement, Financial Services, Business Process..., Project Portfolio..., Leadership, Program Management, Business Process, Business Intelligence, Change Management, IT Strategy, PMO, Business Analysis, SDLC, Management, Requirements Analysis, Analysis
Education
St. Cloud State University - Herberger Business School 1985 — 1988
Annandale High School
St. Cloud State University
Ameriprise Financial September 1999 - Present
Ameriprise Financial Services, Inc. September 1999 - Present
Ameriprise Financial Services 1999 - Present
Prudential Preferred Financial Services 1993 - 1999
Skills
Vendor Management, Requirements Gathering, Process Improvement, Financial Services, Business Process..., Project Portfolio..., Leadership, Program Management, Business Process, Business Intelligence, Change Management, IT Strategy, PMO, Business Analysis, SDLC, Management, Requirements Analysis, Analysis
Education
St. Cloud State University - Herberger Business School 1985 — 1988
Annandale High School
St. Cloud State University
Jennifer Hickox's Ameriprise Financial Services Experience 2007 - 2008
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Brandie Commiato's Ameriprise Financial Services Experience October 2008 - June 2009
Job Compliance Analyst Government Reporting at MoneyGram International
Industry Banking
Experience
MoneyGram International February 2012 - Present
Cottonwood Financial July 2009 - February 2012
Solomon Edwards Group July 2009 - July 2009
Ameriprise Financial Services October 2008 - June 2009
JPMorgan Chase August 2006 - August 2008
JPMorganChase August 2005 - August 2006
JPMorgan Chase August 2003 - August 2005
JPMorgan Chase January 2001 - August 2003
First USA October 1999 - January 2001
Skills
AML, Bank Secrecy Act, OFAC, Fraud, PowerPoint, Microsoft Word, Microsoft Office, USA PATRIOT Act, KYC, Retail, FINRA, Banking, Credit, Anti Money Laundering
Education
The University of Texas at Arlington 2005 — 2007
bachelors, criminal justice
Sam Houston State University 1993 — 1995
Bachelor of Arts (B.A.), criminal justice
georgetown high school 1989 — 1991
Diploma, General Studies
MoneyGram International February 2012 - Present
Cottonwood Financial July 2009 - February 2012
Solomon Edwards Group July 2009 - July 2009
Ameriprise Financial Services October 2008 - June 2009
JPMorgan Chase August 2006 - August 2008
JPMorganChase August 2005 - August 2006
JPMorgan Chase August 2003 - August 2005
JPMorgan Chase January 2001 - August 2003
First USA October 1999 - January 2001
Skills
AML, Bank Secrecy Act, OFAC, Fraud, PowerPoint, Microsoft Word, Microsoft Office, USA PATRIOT Act, KYC, Retail, FINRA, Banking, Credit, Anti Money Laundering
Education
The University of Texas at Arlington 2005 — 2007
bachelors, criminal justice
Sam Houston State University 1993 — 1995
Bachelor of Arts (B.A.), criminal justice
georgetown high school 1989 — 1991
Diploma, General Studies
Celia (Laurion) Magro's Ameriprise Financial Services Experience March 1995 - Present
Job Certified Financial Planner affiliated with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services March 1995 - Present
Education
Michigan State University
BA, English, Psychology, Education
Wayne State University
MBA, Marketing
Ameriprise Financial Services March 1995 - Present
Education
Michigan State University
BA, English, Psychology, Education
Wayne State University
MBA, Marketing
Nicole Hurt's Ameriprise Financial Services Experience 2007 - 2009
Job Consultant at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Wells Fargo September 2012 - Present
RSM McGladrey, Inc July 2010 - September 2012
Ameriprise Financial Services 2007 - 2009
Ameriprise Financial July 2003 - April 2007
Skills
Editing, Financial Services, Project Management
Education
Walden University 2008 — 2010
MBA, Leadership
Buena Vista University 1996 — 2000
Bachelors, English
Richard Dworsky, CFP®, CLU®, CRPC®, APMA™'s Ameriprise Financial Services Experience September 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services September 1991 - Present
Mercantile Systems Inc. November 1989 - June 1991
Weisman Enterprises July 1986 - October 1989
American Amusement Arcades April 1978 - June 1986
Education
College for Financial Planning 1996 — 2012
Chartered Retirement Planning Counselor, retirement planning process models, and techniques; applying theory to real-life situations
College for Financial Planning 1994 — 1997
CFP® Certification, Financial planning
University of Minnesota-Twin Cities 1973 — 1978
BSB, Finance and economics
Ameriprise Financial Services September 1991 - Present
Mercantile Systems Inc. November 1989 - June 1991
Weisman Enterprises July 1986 - October 1989
American Amusement Arcades April 1978 - June 1986
Education
College for Financial Planning 1996 — 2012
Chartered Retirement Planning Counselor, retirement planning process models, and techniques; applying theory to real-life situations
College for Financial Planning 1994 — 1997
CFP® Certification, Financial planning
University of Minnesota-Twin Cities 1973 — 1978
BSB, Finance and economics
Tom Herron's Ameriprise Financial Services Experience 2002 - 2005
Job Owner at Treasure Hunt Coins & Currency, LLC
Industry Consumer Goods
Experience
Treasure Hunt Coins & Currency, LLC July 2009 - Present
Ameriprise Financial Services 2002 - 2005
American Express Financial Services 1990 - 2002
American Express Financial Advisors 1990 - 2001
IDS 1969 - 1990
Skills
Team Building, Retirement Planning, Investments, Small Business, Business Analysis, Strategic Financial..., Strategic Planning, Process Improvement, Investment Properties, Financial Analysis, Insurance, Leadership, Requirements Analysis, Risk Management, SDLC, Vendor Management
Education
Concordia College 1965 — 1969
BA, Accounting
Treasure Hunt Coins & Currency, LLC July 2009 - Present
Ameriprise Financial Services 2002 - 2005
American Express Financial Services 1990 - 2002
American Express Financial Advisors 1990 - 2001
IDS 1969 - 1990
Skills
Team Building, Retirement Planning, Investments, Small Business, Business Analysis, Strategic Financial..., Strategic Planning, Process Improvement, Investment Properties, Financial Analysis, Insurance, Leadership, Requirements Analysis, Risk Management, SDLC, Vendor Management
Education
Concordia College 1965 — 1969
BA, Accounting
Rian D Greseth, CPA, MBA's Ameriprise Financial Services Experience 1994 - 2006
Job CFDR Manager at ResCap Liquidating Trust
Industry Financial Services
Experience
Ally Financial Inc. June 2006 - Present
Ameriprise Financial Services 1994 - 2006
Skills
Finance, Process Improvement, Essbase, Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Analysis, Forecasting, Business Analysis, Risk Management, Sarbanes-Oxley Act, Leadership, Management, Access, Budgets, Business Process..., Financial Services, Cross-functional Team..., Financial Planning
Education
Metropolitan State University 2003 — 2004
MBA
St. Olaf College 1981 — 1984
BA, Mathematics
Ally Financial Inc. June 2006 - Present
Ameriprise Financial Services 1994 - 2006
Skills
Finance, Process Improvement, Essbase, Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Analysis, Forecasting, Business Analysis, Risk Management, Sarbanes-Oxley Act, Leadership, Management, Access, Budgets, Business Process..., Financial Services, Cross-functional Team..., Financial Planning
Education
Metropolitan State University 2003 — 2004
MBA
St. Olaf College 1981 — 1984
BA, Mathematics
James Wasserman's Ameriprise Financial Services Experience September 1989 - January 2010
Job Owner, Ameriprise Financial Services
Industry Financial Services
Experience
Johnstone and Johnstone October 2012 - Present
J.P.Morgan Chase December 2010 - December 2011
Ameriprise Financial Services September 1989 - January 2010
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Small Business, Fixed Annuities, Strategic Financial..., IRAs, Financial Advisory, Wealth, Wealth Management, Investment Advisory, Financial Planners, Long-term Care, 401k Rollovers, Insurance, Roth IRA, Disability Insurance, Life Insurance, Mutual Funds
Education
Central Michigan University
Bachelor's degree, Public Health Education and Promotion
Wayne State University
Johnstone and Johnstone October 2012 - Present
J.P.Morgan Chase December 2010 - December 2011
Ameriprise Financial Services September 1989 - January 2010
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Small Business, Fixed Annuities, Strategic Financial..., IRAs, Financial Advisory, Wealth, Wealth Management, Investment Advisory, Financial Planners, Long-term Care, 401k Rollovers, Insurance, Roth IRA, Disability Insurance, Life Insurance, Mutual Funds
Education
Central Michigan University
Bachelor's degree, Public Health Education and Promotion
Wayne State University
Claude McManus, MSM, CRPC's Ameriprise Financial Services Experience November 1994 - Present
Job Faithful Admiral at Msgr. Leo Rosleneic Assembly
Industry Financial Services
Experience
Ameriprise Financial Services November 1994 - Present
Holy Trinity Catholic School August 2012 - Present
Holly Trinity Knights of Columbus September 2013 - Present
Msgr. Leo Rosleneic Assembly 2013 - Present
West Michigan RDAC 2009 - December 2012
John McCain 2008 2007 - 2008
US Navy December 1973 - February 2003
Skills
Navy, Leadership, Recruiting, Event Planning, Customer Service, Command, Marketing Communications, Public Relations, Strategic Communications, Military, Saving for Education, National Security, Training, Small Business, International Relations, Start-ups, Public Speaking, Team Building, Organizational..., New Business Development, Policy, Media Relations, Leadership Development
Education
Troy University 1992 — 1994
MSM, Management, Labor Law, Accounting
New School University 1981 — 1982
BS, Human Resources Management and Services
Ameriprise Financial Services November 1994 - Present
Holy Trinity Catholic School August 2012 - Present
Holly Trinity Knights of Columbus September 2013 - Present
Msgr. Leo Rosleneic Assembly 2013 - Present
West Michigan RDAC 2009 - December 2012
John McCain 2008 2007 - 2008
US Navy December 1973 - February 2003
Skills
Navy, Leadership, Recruiting, Event Planning, Customer Service, Command, Marketing Communications, Public Relations, Strategic Communications, Military, Saving for Education, National Security, Training, Small Business, International Relations, Start-ups, Public Speaking, Team Building, Organizational..., New Business Development, Policy, Media Relations, Leadership Development
Education
Troy University 1992 — 1994
MSM, Management, Labor Law, Accounting
New School University 1981 — 1982
BS, Human Resources Management and Services
Jenifer Woodside's Ameriprise Financial Services Experience 2001 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial 2006 - March 2009
Ameriprise Financial Services 2001 - 2006
Ameriprise Financial Services 1998 - 2001
Education
Robert Morris University 1990 — 1994
BS, Business Administration
Ameriprise Financial 2006 - March 2009
Ameriprise Financial Services 2001 - 2006
Ameriprise Financial Services 1998 - 2001
Education
Robert Morris University 1990 — 1994
BS, Business Administration
Patricia Jewelle's Ameriprise Financial Services Experience April 2008 - Present
Job Administrative Assistant at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
Ameriprise Financial Advisors August 2009 - Present
Ameriprise Financial Services April 2008 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - August 2014
Ameriprise Financial February 2002 - May 2008
Ameriprise Financial Services, Inc. July 2000 - July 2001
HOM Furniture May 1997 - July 2000
Skills
Administrative..., Calendars, Lotus Notes, Microsoft Word, Microsoft Excel, Management, Human Resources, Accounting, Administrative...
Education
Minnesota School of Business 2004 — 2005
diploma, Certified Massage Therapist
Frank B Kellogg
Lakewood Community College
General Studies
Minnesota School of Business
Post, Secondary Education
KPMG August 2014 - Present
Ameriprise Financial Advisors August 2009 - Present
Ameriprise Financial Services April 2008 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - Present
Ameriprise Financial Services, Inc. July 2000 - August 2014
Ameriprise Financial February 2002 - May 2008
Ameriprise Financial Services, Inc. July 2000 - July 2001
HOM Furniture May 1997 - July 2000
Skills
Administrative..., Calendars, Lotus Notes, Microsoft Word, Microsoft Excel, Management, Human Resources, Accounting, Administrative...
Education
Minnesota School of Business 2004 — 2005
diploma, Certified Massage Therapist
Frank B Kellogg
Lakewood Community College
General Studies
Minnesota School of Business
Post, Secondary Education
Lemont Pringle's Ameriprise Financial Services Experience December 2008 - Present
Job The Financial Planner and Advisor for Successful Individuals
Industry Financial Services
Experience
Ameriprise Financial Services December 2008 - Present
PNC Advisors October 2007 - August 2008
Merrill Lynch December 1999 - October 2007
Education
NJ Life, Accident & Health License 2008 — 2008
NJ Life, Accident & Health License, Finance
FINRA Series 66 License 2004 — 2004
FINRA Series 66 License, Finance
FINRA Series 7 License 2004 — 2004
Series 7 License, Finance
Kean University 1996 — 1999
Business, Finance and Business
Ameriprise Financial Services December 2008 - Present
PNC Advisors October 2007 - August 2008
Merrill Lynch December 1999 - October 2007
Education
NJ Life, Accident & Health License 2008 — 2008
NJ Life, Accident & Health License, Finance
FINRA Series 66 License 2004 — 2004
FINRA Series 66 License, Finance
FINRA Series 7 License 2004 — 2004
Series 7 License, Finance
Kean University 1996 — 1999
Business, Finance and Business
Edward Zegarra's Ameriprise Financial Services Experience 2007 - 2008
Job Ethnography, Archaeology, Clark Fellow, PhD candidate
Industry Research
Experience
Binghamton University September 2010 - Present
Zega Shipping Corporation June 2000 - August 2008
Ameriprise Financial Services 2007 - 2008
Skills
Research, English, International Trade, Microsoft Excel, Marketing Strategy, International Relations, Market Research, Community Outreach, Data Analysis, Editing, Qualitative Research
Education
State University of New York at Binghamton 2010 — 2016
Master of Arts (M.A.), Anthropology - Archaeology
University of Florida 2008 — 2010
Post-Baccalaureate, Anthropology - Archaeology
University of Florida - Warrington College Of Business 2000 — 2004
Bachelor of Arts (B.A.), Business Administration; specialization in International Business
Binghamton University September 2010 - Present
Zega Shipping Corporation June 2000 - August 2008
Ameriprise Financial Services 2007 - 2008
Skills
Research, English, International Trade, Microsoft Excel, Marketing Strategy, International Relations, Market Research, Community Outreach, Data Analysis, Editing, Qualitative Research
Education
State University of New York at Binghamton 2010 — 2016
Master of Arts (M.A.), Anthropology - Archaeology
University of Florida 2008 — 2010
Post-Baccalaureate, Anthropology - Archaeology
University of Florida - Warrington College Of Business 2000 — 2004
Bachelor of Arts (B.A.), Business Administration; specialization in International Business
Troy Caffey's Ameriprise Financial Services Experience October 2004 - Present
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services October 2004 - Present
WM Financial Services September 1998 - October 2004
Caffey Trading April 1997 - December 1998
Merril Lynch May 1995 - April 1996
Bank of America Investment Services October 1991 - April 1995
Education
The University of Texas at Austin 1984 — 1989
Economics, Finance
Sam Rayburn
Ameriprise Financial Services October 2004 - Present
WM Financial Services September 1998 - October 2004
Caffey Trading April 1997 - December 1998
Merril Lynch May 1995 - April 1996
Bank of America Investment Services October 1991 - April 1995
Education
The University of Texas at Austin 1984 — 1989
Economics, Finance
Sam Rayburn
Mindy Millar's Ameriprise Financial Services Experience April 2010 - November 2012
Job Accountant seeking new opportunities
Industry Accounting
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Cemstone Products Company July 2013 - November 2013
Ameriprise Financial Services April 2010 - November 2012
AdGraphics (thru Volt Services Group) December 2008 - August 2009
CBRE January 2007 - May 2008
Jackson Hewitt January 2006 - April 2006
Skills
Great Plains Software, Accounts Receivable, Financial Planners, Quicken, Spreadsheets, Invoicing, Microsoft Office, Customer Service, Finance, Budgets, Turbo Tax, Real Estate, Database Administration, XP, Operating Systems, Financial Statements, Auditing, Payroll
Education
Bemidji State University 2003 — 2006
Bachelor of Science, Accounting; Accounting Information Systems
Ameriprise Financial Services, Inc. December 2013 - Present
Cemstone Products Company July 2013 - November 2013
Ameriprise Financial Services April 2010 - November 2012
AdGraphics (thru Volt Services Group) December 2008 - August 2009
CBRE January 2007 - May 2008
Jackson Hewitt January 2006 - April 2006
Skills
Great Plains Software, Accounts Receivable, Financial Planners, Quicken, Spreadsheets, Invoicing, Microsoft Office, Customer Service, Finance, Budgets, Turbo Tax, Real Estate, Database Administration, XP, Operating Systems, Financial Statements, Auditing, Payroll
Education
Bemidji State University 2003 — 2006
Bachelor of Science, Accounting; Accounting Information Systems
Joseph Goo's Ameriprise Financial Services Experience February 2008 - June 2008
Job Inside Sales Manager at The Kanavel Group
Industry Marketing and Advertising
Experience
The Kanavel Group November 2013 - Present
The Kanavel Group November 2012 - November 2013
State Farm Insurance Co June 2012 - November 2012
Ameriprise Financial Services February 2008 - June 2008
Align Technology, Inc September 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Cloud Computing, Sales, Marketing, Business Development, Cold Calling, Salesforce.com, Virtualization
Education
San Jose State University 2004 — 2007
Bachelor of Arts degree, Business Finance
West Valley College 1998 — 2004
Associate of Arts (AA), Business
The Kanavel Group November 2013 - Present
The Kanavel Group November 2012 - November 2013
State Farm Insurance Co June 2012 - November 2012
Ameriprise Financial Services February 2008 - June 2008
Align Technology, Inc September 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Cloud Computing, Sales, Marketing, Business Development, Cold Calling, Salesforce.com, Virtualization
Education
San Jose State University 2004 — 2007
Bachelor of Arts degree, Business Finance
West Valley College 1998 — 2004
Associate of Arts (AA), Business
Jon Gearhart's Ameriprise Financial Services Experience October 2004 - October 2006
Job President at Home Health Care of Colorado, Inc.
Industry Financial Services
Experience
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Home Health Care of Colorado, Inc. September 2010 - Present
Transamerica Capital October 2008 - March 2011
Waddell & Reed Financial Advisors November 2006 - September 2008
Ameriprise Financial Services October 2004 - October 2006
Asphalt Professionals, Inc March 1995 - September 2004
Century Paving, Inc November 1986 - February 1995
Education
Fort Lewis College 1978 — 1982
Bachelors, Business Administration
Fort Lewis College
Bachelor of Arts, Business Administration
Kathy Cruise's Ameriprise Financial Services Experience 2007 - 2012
Job Certified Spanish Teacher, ESL Tutor experience with Special Needs students
Industry Education Management
Experience
Franklin Academy January 2012 - August 2012
Sylvan Tutoring SES 2012 - 2012
Ameriprise Financial Services 2007 - 2012
Teaching(Language) Proficiency in Reading and Story telling August 2000 - June 2011
Skills
Microsoft Office, Cross Cultural..., Training, Online Teacher, Online Spanish Tutor, Life Guard..., CPR, First Aid, AED
Education
Connecticut College 1998 — 2000
Masters, Secundary Education/ Hispanic Studies
Universidad Iberoamericana, Ciudad de México 1982 — 1983
30 Credits, Junior Year Abroad
Franklin Academy January 2012 - August 2012
Sylvan Tutoring SES 2012 - 2012
Ameriprise Financial Services 2007 - 2012
Teaching(Language) Proficiency in Reading and Story telling August 2000 - June 2011
Skills
Microsoft Office, Cross Cultural..., Training, Online Teacher, Online Spanish Tutor, Life Guard..., CPR, First Aid, AED
Education
Connecticut College 1998 — 2000
Masters, Secundary Education/ Hispanic Studies
Universidad Iberoamericana, Ciudad de México 1982 — 1983
30 Credits, Junior Year Abroad
Heidi Christ's Ameriprise Financial Services Experience December 2005 - January 2009
Job Student at Hennepin Technical College
Industry Hospital & Health Care
Experience
Ameriprise Financial December 2005 - January 2009
Ameriprise Financial Services December 2005 - January 2009
Ameriprise Financial August 2007 - January 2008
Ameriprise Financial Services August 2007 - January 2008
Ameriprise Financial August 2005 - December 2005
Ameriprise Financial Services August 2005 - December 2005
Target Financial Services September 2001 - February 2005
Target Corporation September 2001 - February 2005
Personal Care March 1994 - June 2000
Education
Hennepin Technical College 2009 — 2012
Minnesota School of Business 2000 — 2002
Associates in Applied Sciences, Business Administration
Hennepin Technical College
Minnesota School of Business
AAS, Business Administration
Ameriprise Financial December 2005 - January 2009
Ameriprise Financial Services December 2005 - January 2009
Ameriprise Financial August 2007 - January 2008
Ameriprise Financial Services August 2007 - January 2008
Ameriprise Financial August 2005 - December 2005
Ameriprise Financial Services August 2005 - December 2005
Target Financial Services September 2001 - February 2005
Target Corporation September 2001 - February 2005
Personal Care March 1994 - June 2000
Education
Hennepin Technical College 2009 — 2012
Minnesota School of Business 2000 — 2002
Associates in Applied Sciences, Business Administration
Hennepin Technical College
Minnesota School of Business
AAS, Business Administration
Glenn Maheu's Ameriprise Financial Services Experience 2004 - June 2014
Job Executive Administrative Assistant
Industry Financial Services
Experience
Seeking Career Opportunity October 2014 - Present
Ameriprise Financial Services 2004 - June 2014
Ameriprise Financial Services 2003 - 2004
Shaw's Supermarkets 2002 - 2003
Home Depot 2001 - 2002
Lionbridge Technologies 2000 - 2001
500th Military Intelligence Group 1998 - 1999
UNITED STATES MILITARY INTELLIGENCE 1989 - 1999
201st Military Intelligence Brigade 1996 - 1998
Skills
Ability to Follow..., Ability to Work..., •Accuracy, Analytical, Active Listening, Assertiveness, Calendar Management, Client Relations, Collaboration, Communication, Correspondence, computer software skills, Creating and..., Customer Service, Decision Making, Dependability, Designing and..., Detail Orientation, Developing Procedures, Diplomatic, Editing, Energetic, Errands, Event Planning, Flexibility, Follow Through, Greeting Guests, Hosting Guests, Initiative, Interpersonal, Judgment, Maintaining..., Meeting Deadlines, Meeting Planning, Motivated, Multitasking, Office Administration, Office Equipment, Organizational, Organizing Meetings, Prioritizing, Proactive, Processing Telephone..., Research, Typing, Team Leader, Team Work, Verbal Communication, Works Well Under..., Written Communications
Education
University of Maine 1984 — 1988
B.A., International Affairs and French
McGill University 1986 — 1987
Junior Year French Exchange Courses
Seeking Career Opportunity October 2014 - Present
Ameriprise Financial Services 2004 - June 2014
Ameriprise Financial Services 2003 - 2004
Shaw's Supermarkets 2002 - 2003
Home Depot 2001 - 2002
Lionbridge Technologies 2000 - 2001
500th Military Intelligence Group 1998 - 1999
UNITED STATES MILITARY INTELLIGENCE 1989 - 1999
201st Military Intelligence Brigade 1996 - 1998
Skills
Ability to Follow..., Ability to Work..., •Accuracy, Analytical, Active Listening, Assertiveness, Calendar Management, Client Relations, Collaboration, Communication, Correspondence, computer software skills, Creating and..., Customer Service, Decision Making, Dependability, Designing and..., Detail Orientation, Developing Procedures, Diplomatic, Editing, Energetic, Errands, Event Planning, Flexibility, Follow Through, Greeting Guests, Hosting Guests, Initiative, Interpersonal, Judgment, Maintaining..., Meeting Deadlines, Meeting Planning, Motivated, Multitasking, Office Administration, Office Equipment, Organizational, Organizing Meetings, Prioritizing, Proactive, Processing Telephone..., Research, Typing, Team Leader, Team Work, Verbal Communication, Works Well Under..., Written Communications
Education
University of Maine 1984 — 1988
B.A., International Affairs and French
McGill University 1986 — 1987
Junior Year French Exchange Courses
Ashley Church-Colston's Ameriprise Financial Services Experience August 2007 - October 2007
Job Commercial Credit Analyst Manager, AVP at Arvest Bank
Industry Financial Services
Experience
Arvest Bank September 2014 - Present
Arvest Bank July 2012 - October 2014
Arvest Bank September 2010 - July 2012
Heartland Bank November 2008 - September 2010
Heartland Bank January 2008 - November 2008
Ameriprise Financial Services August 2007 - October 2007
Skills
Credit, Banking, Loans, Baker Hill (One Point), Microsoft Office, Advanced Excel Knowledge, Financial Analysis, Commercial Lending, Portfolio Management, Credit Analysis, Analysis, Customer Service, Microsoft Excel, Accounting, Management, Training, Team Building, Project Management, Showcase Query, Information Access, Real Estate Information..., Finance, Commercial Banking, Lines Of Credit, Mortgage Lending, Underwriting, Financial Reporting, Credit Risk, Commercial Mortgages, Construction Loans, Asset Based Lending, Microsoft Word, Process Improvement, Outlook, Software Documentation, Financial Structuring, Budgets, Business Development, Cash Flow, Risk Management, Loan Origination, Small Business Lending, Leadership, Real Estate, Time Management, Strategic Planning, Customer Satisfaction, Asset Management, Cross Selling
Education
Rockhurst University 2008 — 2012
Masters, Business and Administration; Finance & Accounting, 3.59
Pittsburg State University 2003 — 2007
Bachelor of Business Administration, Finance & Management
Neosho County Community College 2002 — 2003
BS, Management & Design
Ohio University-Zanesville Campus 2002 — 2002
BS, General
Muskingum College 2001 — 2001
BS, General
Arvest Bank September 2014 - Present
Arvest Bank July 2012 - October 2014
Arvest Bank September 2010 - July 2012
Heartland Bank November 2008 - September 2010
Heartland Bank January 2008 - November 2008
Ameriprise Financial Services August 2007 - October 2007
Skills
Credit, Banking, Loans, Baker Hill (One Point), Microsoft Office, Advanced Excel Knowledge, Financial Analysis, Commercial Lending, Portfolio Management, Credit Analysis, Analysis, Customer Service, Microsoft Excel, Accounting, Management, Training, Team Building, Project Management, Showcase Query, Information Access, Real Estate Information..., Finance, Commercial Banking, Lines Of Credit, Mortgage Lending, Underwriting, Financial Reporting, Credit Risk, Commercial Mortgages, Construction Loans, Asset Based Lending, Microsoft Word, Process Improvement, Outlook, Software Documentation, Financial Structuring, Budgets, Business Development, Cash Flow, Risk Management, Loan Origination, Small Business Lending, Leadership, Real Estate, Time Management, Strategic Planning, Customer Satisfaction, Asset Management, Cross Selling
Education
Rockhurst University 2008 — 2012
Masters, Business and Administration; Finance & Accounting, 3.59
Pittsburg State University 2003 — 2007
Bachelor of Business Administration, Finance & Management
Neosho County Community College 2002 — 2003
BS, Management & Design
Ohio University-Zanesville Campus 2002 — 2002
BS, General
Muskingum College 2001 — 2001
BS, General
Richard Hinton's Ameriprise Financial Services Experience 1984 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services 1984 - Present
A. G. Edwards & Sons May 1984 - November 2007
A. G. Edwards & Sons May 1984 - November 2007
Education
McNeese State University 1969 — 1974
BS, Business Management
lake charles high school 1962 — 1966
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services 1984 - Present
A. G. Edwards & Sons May 1984 - November 2007
A. G. Edwards & Sons May 1984 - November 2007
Education
McNeese State University 1969 — 1974
BS, Business Management
lake charles high school 1962 — 1966
Gina Tassone's Ameriprise Financial Services Experience May 2012 - Present
Job College Coach and Life Coach
Industry Individual & Family Services
Experience
College Assistance Plus October 2012 - Present
Ameriprise Financial Services May 2012 - Present
Live, Love, Learn Coaching September 2010 - Present
College Assistance Plus September 2009 - September 2012
Skills
Non-profits, Public Speaking
Education
SUNY Albany
Bachelor of Arts (B.A.), Spanish
College Assistance Plus October 2012 - Present
Ameriprise Financial Services May 2012 - Present
Live, Love, Learn Coaching September 2010 - Present
College Assistance Plus September 2009 - September 2012
Skills
Non-profits, Public Speaking
Education
SUNY Albany
Bachelor of Arts (B.A.), Spanish
Miki Goad's Ameriprise Financial Services Experience December 2010 - April 2011
Job Admin Asst at EastGroup
Industry Executive Office
Experience
EastGroup Properties July 2011 - Present
EastGroup July 2011 - Present
Ameriprise Financial Services December 2010 - April 2011
Ingenix July 2004 - September 2010
Symmetry Health Data Systems August 2002 - July 2004
Walt Disney World July 1998 - July 2002
Skills
Outlook, Administrative..., Data Entry, Training, Office Management, Customer Service, Access, Time Management, Telephone Skills, Spreadsheets, Office Administration, Program Management, Microsoft Excel, Administrative..., Microsoft Office, Microsoft Word, Administration
Education
Florida State University 1976 — 1978
Criminology
EastGroup Properties July 2011 - Present
EastGroup July 2011 - Present
Ameriprise Financial Services December 2010 - April 2011
Ingenix July 2004 - September 2010
Symmetry Health Data Systems August 2002 - July 2004
Walt Disney World July 1998 - July 2002
Skills
Outlook, Administrative..., Data Entry, Training, Office Management, Customer Service, Access, Time Management, Telephone Skills, Spreadsheets, Office Administration, Program Management, Microsoft Excel, Administrative..., Microsoft Office, Microsoft Word, Administration
Education
Florida State University 1976 — 1978
Criminology
Kevin Tarkington's Ameriprise Financial Services Experience March 2007 - August 2007
Job Service Representative II at Northwestern Mutual
Industry Legal Services
Experience
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Northwestern Mutual 2012 - Present
Tarkington and Associates August 2007 - Present
Tarkington and Associates August 2006 - Present
Marquette University High School June 2012 - August 2012
New Horizon July 2011 - March 2012
Great-West Retirement Services January 2011 - May 2011
Ameriprise Financial Services March 2007 - August 2007
Guaranty Bank May 2004 - March 2007
Intersecurities, Inc September 2002 - April 2004
Transamerica Financial, Internal Wholesaler September 2002 - August 2003
Skills
Conflict Resolution, Financial Planning, Training & Development, Insurance, Customer Service, Investments, Wealth Management, Strategic Financial..., Series 7, Coaching, 401k, Banking, Retirement, Mediation, Workshop Facilitation, Financial Advisory, Team Building, Conflict Management, Fixed Annuities, Retirement Planning, Marketing, Community Outreach, Crisis Intervention, Sales, Strategic Planning
Education
Bryant & Stratton College 2011 — 2013
A.A., Criminal Justice
Hamline University School of Law 2006 — 2006
Mediation Certificate program, Dispute Resolution
Marilyn Sanford, MBA, EA, RFC®'s Ameriprise Financial Services Experience November 2008 - November 2013
Job Principal at Ames Hill Tax Services
Industry Accounting
Experience
Ames Hill Tax Services January 2010 - Present
University of Phoenix January 2010 - Present
Ameriprise Financial Services November 2008 - November 2013
Hesser College September 2005 - July 2009
H&R Block January 1997 - March 2009
Massachusetts Society of Enrolled Agents August 2004 - August 2008
Daniel Webster College January 2007 - December 2007
H&R Block Business Services August 2004 - February 2006
Rivier University September 1986 - May 1992
Franklin Pierce University September 1986 - May 1988
Skills
Small Business, Tax, Investments, Tax Preparation, Tax Law, Accounting, Finance, Personal Finance, Life Insurance, Health Insurance, Income Tax, Financial Planners, Payroll, Research, Payroll Taxes, Account Reconciliation, Program Management, Nonprofits, Strategic Financial..., Trusts, Financial Advisory, Analysis, Mutual Funds, Microsoft Excel, Estate Planning, Insurance, Tax Returns, Budgets, Accounts Receivable
Education
Merrimack College 2002 — 2003
Certificate, Financial Planning
Rivier University 1974 — 1976
MBA, Management
University of Hartford 1962 — 1965
BA, Cum Laude, Psychology
Ames Hill Tax Services January 2010 - Present
University of Phoenix January 2010 - Present
Ameriprise Financial Services November 2008 - November 2013
Hesser College September 2005 - July 2009
H&R Block January 1997 - March 2009
Massachusetts Society of Enrolled Agents August 2004 - August 2008
Daniel Webster College January 2007 - December 2007
H&R Block Business Services August 2004 - February 2006
Rivier University September 1986 - May 1992
Franklin Pierce University September 1986 - May 1988
Skills
Small Business, Tax, Investments, Tax Preparation, Tax Law, Accounting, Finance, Personal Finance, Life Insurance, Health Insurance, Income Tax, Financial Planners, Payroll, Research, Payroll Taxes, Account Reconciliation, Program Management, Nonprofits, Strategic Financial..., Trusts, Financial Advisory, Analysis, Mutual Funds, Microsoft Excel, Estate Planning, Insurance, Tax Returns, Budgets, Accounts Receivable
Education
Merrimack College 2002 — 2003
Certificate, Financial Planning
Rivier University 1974 — 1976
MBA, Management
University of Hartford 1962 — 1965
BA, Cum Laude, Psychology
Amber Knighten's Ameriprise Financial Services Experience September 2004 - March 2006
Job Financial Services Professional
Industry Financial Services
Experience
New York Life/MainStay Investments June 2010 - June 2011
AllianceBernstein Investments April 2006 - June 2010
Ameriprise Financial Services September 2004 - March 2006
United States Trust Company July 2002 - August 2004
United States Trust Company June 2001 - August 2001
Education
Alta Loma high school
Brown University
B.A, Business Economics and Organizational Behavior and Management
Tougaloo College
New York Life/MainStay Investments June 2010 - June 2011
AllianceBernstein Investments April 2006 - June 2010
Ameriprise Financial Services September 2004 - March 2006
United States Trust Company July 2002 - August 2004
United States Trust Company June 2001 - August 2001
Education
Alta Loma high school
Brown University
B.A, Business Economics and Organizational Behavior and Management
Tougaloo College
Janice Trimbo's Ameriprise Financial Services Experience 1967 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services 1967 - 2009
Skills
Mutual Funds, Strategic Financial..., Financial Goals, Retirement Planning, Retirement
Education
Minnesota State University, Mankato 1982 — 1983
Accounting and Finance
Ameriprise Financial Services 1967 - 2009
Skills
Mutual Funds, Strategic Financial..., Financial Goals, Retirement Planning, Retirement
Education
Minnesota State University, Mankato 1982 — 1983
Accounting and Finance
Elizabeth Buckles's Ameriprise Financial Services Experience January 2012 - May 2012
Job Retirement Plan Administrator at SMI Pensions
Industry Financial Services
Experience
SMI Pensions June 2015 - Present
PenSys, Inc. July 2014 - July 2015
Retirement Benefit Solutions, LLC May 2012 - June 2014
Ameriprise Financial Services January 2012 - May 2012
Radford University February 2011 - May 2012
Ruby Tuesday June 2006 - September 2010
McMahon & Company March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Telephone Skills, Team Building, Event Planning, Accounting, Financial Analysis, Social Networking, Access, Leadership, Time Management, Public Speaking, Research, Business Analysis, Social Media
Education
Radford University 2008 — 2012
SMI Pensions June 2015 - Present
PenSys, Inc. July 2014 - July 2015
Retirement Benefit Solutions, LLC May 2012 - June 2014
Ameriprise Financial Services January 2012 - May 2012
Radford University February 2011 - May 2012
Ruby Tuesday June 2006 - September 2010
McMahon & Company March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Telephone Skills, Team Building, Event Planning, Accounting, Financial Analysis, Social Networking, Access, Leadership, Time Management, Public Speaking, Research, Business Analysis, Social Media
Education
Radford University 2008 — 2012
Nicholas Kirsch's Ameriprise Financial Services Experience August 2007 - February 2008
Job Agency Analyst at Reliance Standard
Industry Insurance
Experience
Reliance Standard May 2008 - Present
Reliance Standard Life Insurance May 2008 - Present
Ameriprise Financial Services August 2007 - February 2008
Morgan Stanley June 2006 - August 2006
Education
Rowan University 2004 — 2007
Bachelor of Science, Business Administration; Finance
Reliance Standard May 2008 - Present
Reliance Standard Life Insurance May 2008 - Present
Ameriprise Financial Services August 2007 - February 2008
Morgan Stanley June 2006 - August 2006
Education
Rowan University 2004 — 2007
Bachelor of Science, Business Administration; Finance
Ryan Shelby's Ameriprise Financial Services Experience December 2004 - February 2006
Job Securities Specialist
Industry Financial Services
Experience
Capital One May 2006 - Present
Ameriprise Financial Services December 2004 - February 2006
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of New Orleans 1996 — 2003
B.S. Finance, Finance
Capital One May 2006 - Present
Ameriprise Financial Services December 2004 - February 2006
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of New Orleans 1996 — 2003
B.S. Finance, Finance
Tara (Lindsay) Laddis's Ameriprise Financial Services Experience 2006 - 2007
Job Experienced Executive Assistant Medical Office Associate
Industry Executive Office
Experience
Office Team - Consolidated Industries (Temporary position) 2013 - 2013
SIKORSKY AIRCRAFT CORPORATION 2007 - 2010
AMERIPRISE FINANCIAL SERVICES 2006 - 2007
PRUDENTIAL FINANCIAL 2003 - 2005
AMERICAN SKANDIA INVESTMENT SERVICES, INC. (Aquired by Prudential Financial in 2003) 1995 - 2003
Skills
Team Building, Outlook, Data Entry, Office Management, Microsoft Office, Customer Service, Management, Expense Management, Administrative..., Proofreading, Event Planning, Administrative Assistant, Expense Reporting, Proof Reading, Lotus Notes, Executive Assistant, Meeting and Conference..., Medical Office..., Board of Directors...
Education
Gateway Community College 2013 — 2013
Certified Medical Billing/Office Associate, Medical Office Administration
Sacred Heart University
Certified - Administrative/Business
Katherine Gibbs School
Secretarial Sciences Diploma
Lauralton Hall
High School Diploma
Office Team - Consolidated Industries (Temporary position) 2013 - 2013
SIKORSKY AIRCRAFT CORPORATION 2007 - 2010
AMERIPRISE FINANCIAL SERVICES 2006 - 2007
PRUDENTIAL FINANCIAL 2003 - 2005
AMERICAN SKANDIA INVESTMENT SERVICES, INC. (Aquired by Prudential Financial in 2003) 1995 - 2003
Skills
Team Building, Outlook, Data Entry, Office Management, Microsoft Office, Customer Service, Management, Expense Management, Administrative..., Proofreading, Event Planning, Administrative Assistant, Expense Reporting, Proof Reading, Lotus Notes, Executive Assistant, Meeting and Conference..., Medical Office..., Board of Directors...
Education
Gateway Community College 2013 — 2013
Certified Medical Billing/Office Associate, Medical Office Administration
Sacred Heart University
Certified - Administrative/Business
Katherine Gibbs School
Secretarial Sciences Diploma
Lauralton Hall
High School Diploma
Robert Yeh, CFP®, MBA's Ameriprise Financial Services Experience July 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services July 1993 - Present
RY Management Consulting July 1990 - April 1993
Westinghouse Electric Company August 1983 - June 1990
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1990
Master of Science (MS), Industrial Administration
University of Michigan 1981 — 1983
Master of Science (MS), Nuclear Science
University of Virginia 1977 — 1981
Bachelor of Science (BS), Physics
Ameriprise Financial Services July 1993 - Present
RY Management Consulting July 1990 - April 1993
Westinghouse Electric Company August 1983 - June 1990
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1990
Master of Science (MS), Industrial Administration
University of Michigan 1981 — 1983
Master of Science (MS), Nuclear Science
University of Virginia 1977 — 1981
Bachelor of Science (BS), Physics
Felecia Hays's Ameriprise Financial Services Experience October 2000 - February 2006
Job Owner at Snap FitnessSouth Cooper Street. Arlington, Texas
Industry Health, Wellness and Fitness
Experience
Snap Fitness--South Cooper Street. Arlington, Texas May 2008 - May 2014
Macy's 2011 - 2012
Redenta's/Petal Pusher's Garden Emporium December 2003 - May 2008
Ameriprise Financial Services October 2000 - February 2006
KDFW-TV May 1991 - November 1997
WFAA-TV October 1990 - May 1991
Busch Creative October 1987 - October 1988
KXAS-TV January 1985 - February 1987
WXFL-TV March 1984 - 1985
WFTV-TV October 1981 - March 1984
Skills
Management, Marketing, Staff Supervision, Accounts Receivable, Strategic Planning, Business Strategy, New Business Development, Guerrilla Marketing, Client Retention..., Manage Client..., Social Media Marketing, Team Building, Social Networking, Sales, Small Business, Retail, Leadership, Entrepreneurship, Coaching, Training, Public Speaking, Event Management, Advertising, Event Planning, Marketing Strategy
Education
Southern Methodist University
Master's degree, Liberal Arts
The University of Texas at Arlington
Bachelor of Arts (B.A.), Radio-Television
Snap Fitness--South Cooper Street. Arlington, Texas May 2008 - May 2014
Macy's 2011 - 2012
Redenta's/Petal Pusher's Garden Emporium December 2003 - May 2008
Ameriprise Financial Services October 2000 - February 2006
KDFW-TV May 1991 - November 1997
WFAA-TV October 1990 - May 1991
Busch Creative October 1987 - October 1988
KXAS-TV January 1985 - February 1987
WXFL-TV March 1984 - 1985
WFTV-TV October 1981 - March 1984
Skills
Management, Marketing, Staff Supervision, Accounts Receivable, Strategic Planning, Business Strategy, New Business Development, Guerrilla Marketing, Client Retention..., Manage Client..., Social Media Marketing, Team Building, Social Networking, Sales, Small Business, Retail, Leadership, Entrepreneurship, Coaching, Training, Public Speaking, Event Management, Advertising, Event Planning, Marketing Strategy
Education
Southern Methodist University
Master's degree, Liberal Arts
The University of Texas at Arlington
Bachelor of Arts (B.A.), Radio-Television
Laurie Jadick's Ameriprise Financial Services Experience November 2007 - December 2008
Job Director of Human Capital at Russell Reynolds Associates
Industry Staffing and Recruiting
Experience
Russell Reynolds Associates January 2008 - October 2013
Ameriprise Financial Services November 2007 - December 2008
Capgemini September 1993 - October 2006
Skills
Talent Management, Talent Acquisition, Talent Developer, Employee Relations, Employee Engagement, Employment Law, Leadership Development, Succession Planning, Performance Management, Mentoring, Relationship Management
Education
University of Delaware 1979 — 1983
Bachelor of Science (BS), Animal Sciences
Russell Reynolds Associates January 2008 - October 2013
Ameriprise Financial Services November 2007 - December 2008
Capgemini September 1993 - October 2006
Skills
Talent Management, Talent Acquisition, Talent Developer, Employee Relations, Employee Engagement, Employment Law, Leadership Development, Succession Planning, Performance Management, Mentoring, Relationship Management
Education
University of Delaware 1979 — 1983
Bachelor of Science (BS), Animal Sciences
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.