Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Akilah Robinson Akilah Robinson's Ameriprise Financial Services, Inc. Experience July 2005 - September 2008
Job Judicial Council of California
Industry Government Administration
Experience
Judicial Council of California November 2008 - Present
Ameriprise Financial Services, Inc. July 2005 - September 2008
Lowe's Home Improvement August 2004 - June 2006
Skills
Public Speaking, Government, Microsoft Office, Outlook, Nonprofits, Research, Editing, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Policy, Social Media, Project Management, Human Resources, Administrative..., Event Planning, Community Outreach, Budgets, Program Management
Education
State University of New York College at Buffalo 1998 — 2000
Bachelors of Arts, Communications
CSUDH 1997 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Judicial Council of California November 2008 - Present
Ameriprise Financial Services, Inc. July 2005 - September 2008
Lowe's Home Improvement August 2004 - June 2006
Skills
Public Speaking, Government, Microsoft Office, Outlook, Nonprofits, Research, Editing, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Policy, Social Media, Project Management, Human Resources, Administrative..., Event Planning, Community Outreach, Budgets, Program Management
Education
State University of New York College at Buffalo 1998 — 2000
Bachelors of Arts, Communications
CSUDH 1997 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies
Kenneth Hinkle's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Kenneth Dean & Co February 1992 - 2014
Education
California State University-Fullerton
Bachelors, Finance, Portfolio Management & Real Estate
College for Financial Planning
CFP Program
Ameriprise Financial Services, Inc. 2014 - Present
Kenneth Dean & Co February 1992 - 2014
Education
California State University-Fullerton
Bachelors, Finance, Portfolio Management & Real Estate
College for Financial Planning
CFP Program
Fares Albichara Fares Albichara's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job MBA Student at CSUN
Industry Financial Services
Experience
Wells Fargo June 2012 - January 2014
Total Apps E-Commerce Engineering Experts February 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Cold Stone Creamery August 2006 - August 2011
Skills
Microsoft Office, Training, Portfolio Management, Sales, Management, Customer Service, Finance
Education
California State University-Northridge 2010 — 2012
Bachelors, Finance
College of the Canyons 2008 — 2010
Business Administration, Business
Wells Fargo June 2012 - January 2014
Total Apps E-Commerce Engineering Experts February 2012 - May 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Cold Stone Creamery August 2006 - August 2011
Skills
Microsoft Office, Training, Portfolio Management, Sales, Management, Customer Service, Finance
Education
California State University-Northridge 2010 — 2012
Bachelors, Finance
College of the Canyons 2008 — 2010
Business Administration, Business
Jordan Godoy Jordan Godoy's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Global Portfolio Accounting Intern at Capital Group
Industry Investment Management
Experience
Capital Group May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - Present
CSUF Finance Association December 2013 - Present
Pi Kappa Alpha- Mu Epsilon February 2013 - Present
Starbucks June 2012 - Present
CSUF Finance Association July 2013 - December 2013
Skills
Customer Service, Research, Public Speaking, Teamwork, English, Leadership, Finance, Sales, Financial Analysis
Education
California State University-Fullerton 2012 — 2016
Capital Group May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - Present
CSUF Finance Association December 2013 - Present
Pi Kappa Alpha- Mu Epsilon February 2013 - Present
Starbucks June 2012 - Present
CSUF Finance Association July 2013 - December 2013
Skills
Customer Service, Research, Public Speaking, Teamwork, English, Leadership, Finance, Sales, Financial Analysis
Education
California State University-Fullerton 2012 — 2016
Kathryn (Katie) Wong Kathryn (Katie) Wong's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Clinical Care Extender Intern at UCLA Health
Industry Health, Wellness and Fitness
Experience
UCLA Health October 2014 - Present
California State University, Northridge September 2014 - Present
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
CPR Certified, Microsoft Word, Outlook, Photography, Data Entry, Microsoft Excel, PowerPoint, English, Windows, Research, Photoshop, Leadership
Education
California State University-Northridge 2013 — 2017
Bachelor's degree, Kinesiology and Exercise Science
Grover Cleveland High School 2009 — 2013
High School Diploma
UCLA Health October 2014 - Present
California State University, Northridge September 2014 - Present
Ameriprise Financial Services, Inc. June 2010 - August 2010
Skills
CPR Certified, Microsoft Word, Outlook, Photography, Data Entry, Microsoft Excel, PowerPoint, English, Windows, Research, Photoshop, Leadership
Education
California State University-Northridge 2013 — 2017
Bachelor's degree, Kinesiology and Exercise Science
Grover Cleveland High School 2009 — 2013
High School Diploma
Michael Wendel Michael Wendel's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
GOALS March 2009 - December 2014
UC Irvine Campus Recreation May 2007 - June 2009
Skills
Community Outreach, Non-profits, Event Planning, Sports, Nonprofits, Program Development, Social Networking, Customer Service, Microsoft Office, Public Speaking, Fundraising, Social Media, Facebook, Volunteer Management, Marketing, Grant Writing, Data Analysis, Training, Management, Microsoft Excel, Leadership, PowerPoint
Education
California State University-Fullerton 2012 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
Criminology, Law & Society
Damien High School
Ameriprise Financial Services, Inc. September 2013 - Present
GOALS March 2009 - December 2014
UC Irvine Campus Recreation May 2007 - June 2009
Skills
Community Outreach, Non-profits, Event Planning, Sports, Nonprofits, Program Development, Social Networking, Customer Service, Microsoft Office, Public Speaking, Fundraising, Social Media, Facebook, Volunteer Management, Marketing, Grant Writing, Data Analysis, Training, Management, Microsoft Excel, Leadership, PowerPoint
Education
California State University-Fullerton 2012 — 2015
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
Criminology, Law & Society
Damien High School
Courtney Scanlon's Ameriprise Financial Services, Inc. Experience May 2013 - April 2014
Job Pitches and Proposals Specialist at Reed Smith LLP
Industry Marketing and Advertising
Experience
Reed Smith LLP April 2014 - Present
Color Me Courtney July 2010 - Present
Ameriprise Financial Services, Inc. May 2013 - April 2014
California University of Pennsylvania October 2011 - May 2013
California University of Pennsylvania Convocation Center September 2012 - December 2012
New York & Company September 2011 - January 2012
First Impressions Salon and Spa June 2010 - August 2011
Charlotte Russe November 2010 - January 2011
Skills
Time Management, Marketing, PowerPoint, Customer Service, Facebook, Social Networking, Highly motivated..., Highly Ambitious, Sales, Microsoft Office, Microsoft Excel, Leadership, Social Media, Communication, Event Planning, Organization, Merchandising, Creativity Skills, Teamwork, Writing, Manage Client..., CRM
Education
California University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration Concentration: Marketing Minor: Leadership
Hempfield Area Senior High School 2005 — 2009
Diploma, Academic
Reed Smith LLP April 2014 - Present
Color Me Courtney July 2010 - Present
Ameriprise Financial Services, Inc. May 2013 - April 2014
California University of Pennsylvania October 2011 - May 2013
California University of Pennsylvania Convocation Center September 2012 - December 2012
New York & Company September 2011 - January 2012
First Impressions Salon and Spa June 2010 - August 2011
Charlotte Russe November 2010 - January 2011
Skills
Time Management, Marketing, PowerPoint, Customer Service, Facebook, Social Networking, Highly motivated..., Highly Ambitious, Sales, Microsoft Office, Microsoft Excel, Leadership, Social Media, Communication, Event Planning, Organization, Merchandising, Creativity Skills, Teamwork, Writing, Manage Client..., CRM
Education
California University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration Concentration: Marketing Minor: Leadership
Hempfield Area Senior High School 2005 — 2009
Diploma, Academic
Ehab Abdalla Ehab Abdalla's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Field Sales Representative at Western Tool
Industry Logistics and Supply Chain
Experience
Western tool & supply October 2014 - Present
Industrial Distribution Group (IDG) September 2013 - August 2014
Industrial Distribution Group March 2013 - August 2013
KCSC Radio August 2011 - May 2012
Ameriprise Financial Services, Inc. May 2010 - August 2010
Jamba Juice June 2009 - August 2009
Lucy's Asia Bistro September 2007 - February 2008
Skills
iPhone, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Multi Tasking, Flexible and Adaptive, Work Ethic, Team-oriented, Goal Driven, Social Networking, Facebook, Microsoft Office, Radio, Team Building, Inventory Management, Time Management, Teamwork, Goal Oriented, PowerPoint, Sales, Account Management, Management
Education
California State University-Chico 2008 — 2012
Bacher of Science, Business Administration: Management
Western tool & supply October 2014 - Present
Industrial Distribution Group (IDG) September 2013 - August 2014
Industrial Distribution Group March 2013 - August 2013
KCSC Radio August 2011 - May 2012
Ameriprise Financial Services, Inc. May 2010 - August 2010
Jamba Juice June 2009 - August 2009
Lucy's Asia Bistro September 2007 - February 2008
Skills
iPhone, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Multi Tasking, Flexible and Adaptive, Work Ethic, Team-oriented, Goal Driven, Social Networking, Facebook, Microsoft Office, Radio, Team Building, Inventory Management, Time Management, Teamwork, Goal Oriented, PowerPoint, Sales, Account Management, Management
Education
California State University-Chico 2008 — 2012
Bacher of Science, Business Administration: Management
Joana Ramirez Joana Ramirez's Ameriprise Financial Services, Inc. Experience 2006 - 2011
Job AVP, Compliance Specialist WSP at Unionbanc Investment Services, LLC
Industry Financial Services
Experience
UnionBanc Investment Services December 2014 - Present
National Planning Corporation (NPC) March 2011 - December 2014
Ameriprise Financial Services, Inc. 2006 - 2011
Skills
Investments, Broker-Dealer Compliance, Mutual Funds, Series 7, Wealth Management, Suitability Analysis, Securities, Series 66, Series 24, FINRA
Education
California State University-San Bernardino 2001 — 2005
Bachelor's Degree, B.S. - Finance
UnionBanc Investment Services December 2014 - Present
National Planning Corporation (NPC) March 2011 - December 2014
Ameriprise Financial Services, Inc. 2006 - 2011
Skills
Investments, Broker-Dealer Compliance, Mutual Funds, Series 7, Wealth Management, Suitability Analysis, Securities, Series 66, Series 24, FINRA
Education
California State University-San Bernardino 2001 — 2005
Bachelor's Degree, B.S. - Finance
Alan Loor's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - January 2015
Sterling Enterprises August 2012 - August 2013
Goldevoice April 2008 - April 2011
Skills
Dreamweaver, Adobe Photoshop, Filezilla, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Peachtree Accounting, Invoicing, Cash Handling, Customer Service, Staff Management, Sales, Live Events, Bookkeeping, PowerPoint, Outlook, Peachtree, Accounting, Management, Microsoft Office, Social Networking, Finance, Accounts Receivable, Photoshop, Training, Event Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2012
B.A. in Business Administration, Finance
Citrus College 2007 — 2009
Ameriprise Financial Services, Inc. May 2015 - Present
Ameriprise Financial Services, Inc. July 2013 - January 2015
Sterling Enterprises August 2012 - August 2013
Goldevoice April 2008 - April 2011
Skills
Dreamweaver, Adobe Photoshop, Filezilla, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Peachtree Accounting, Invoicing, Cash Handling, Customer Service, Staff Management, Sales, Live Events, Bookkeeping, PowerPoint, Outlook, Peachtree, Accounting, Management, Microsoft Office, Social Networking, Finance, Accounts Receivable, Photoshop, Training, Event Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2009 — 2012
B.A. in Business Administration, Finance
Citrus College 2007 — 2009
Paul Avina, CFP, ChFC, CLU Paul Avina, CFP, ChFC, CLU's Ameriprise Financial Services, Inc. Experience February 1994 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1994 - Present
Education
California State University-Northridge 1991 — 1995
B.S., Finance
Ameriprise Financial Services, Inc. February 1994 - Present
Education
California State University-Northridge 1991 — 1995
B.S., Finance
Sahirenys Ortega Sahirenys Ortega's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Services Team Associate
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Hoover Luster Wealth Management Group, an Office of MetLife July 2013 - December 2013
University Student Union, Inc. January 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Moneytree January 2011 - July 2012
Target June 2008 - July 2011
Skills
Customer Service..., Bilingual (Spanish), Organizational Awareness, Self-motivated Team..., Customer Service, Finance, Analysis, Management, Strategy
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Southwestern College 2008 — 2011
Transfer Student, Finance, General
Ameriprise Financial Services, Inc. January 2014 - Present
Hoover Luster Wealth Management Group, an Office of MetLife July 2013 - December 2013
University Student Union, Inc. January 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Moneytree January 2011 - July 2012
Target June 2008 - July 2011
Skills
Customer Service..., Bilingual (Spanish), Organizational Awareness, Self-motivated Team..., Customer Service, Finance, Analysis, Management, Strategy
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Southwestern College 2008 — 2011
Transfer Student, Finance, General
Monika Patrick Monika Patrick's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Client Service and Marketing Coordinator at Weaver and Associates
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Brix April 2010 - February 2014
Table One Marketing May 2012 - August 2012
EB Apparel LLC June 2010 - January 2011
Chimayo at the Beach August 2005 - January 2010
Cactus Media Group INC., Fresno Magazine Division March 2005 - May 2005
Skills
Marketing, Social Media, Customer Service, Sales, Process Scheduler, Microsoft Office, Photoshop, Teamwork, Event Planning, Microsoft Excel, PowerPoint, Event Management, Inventory Management, Microsoft Word, Food
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (B.S.), Business Marketing
Orange Coast College 2005 — 2008
AA, Business Marketing
Ameriprise Financial Services, Inc. February 2014 - Present
Brix April 2010 - February 2014
Table One Marketing May 2012 - August 2012
EB Apparel LLC June 2010 - January 2011
Chimayo at the Beach August 2005 - January 2010
Cactus Media Group INC., Fresno Magazine Division March 2005 - May 2005
Skills
Marketing, Social Media, Customer Service, Sales, Process Scheduler, Microsoft Office, Photoshop, Teamwork, Event Planning, Microsoft Excel, PowerPoint, Event Management, Inventory Management, Microsoft Word, Food
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (B.S.), Business Marketing
Orange Coast College 2005 — 2008
AA, Business Marketing
Johnny Kovalek, CFP®'s Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. February 2001 - December 2006
Education
California State University-Sacramento 2002 — 2006
Business, Finance and Risk Management
University of California, Davis 2001 — 2002
None, Animal Biology
Ameriprise Financial Services, Inc. January 2007 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. February 2001 - December 2006
Education
California State University-Sacramento 2002 — 2006
Business, Finance and Risk Management
University of California, Davis 2001 — 2002
None, Animal Biology
Christine Hoenig Garcia Christine Hoenig Garcia's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - June 2015
California State University, Northridge August 2012 - December 2014
Hickory Farms, Inc. October 2013 - December 2013
Spirit Halloween August 2009 - November 2013
Skills
WebEx, Presentations, Time Management, Customer Service, Research, Data Entry, Personal Finance, Finance, Microsoft Word, PowerPoint, Facebook, Workshop Facilitation
Education
California State University-Northridge 2010 — 2015
Bachelor of Science (BS), Finance
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - June 2015
California State University, Northridge August 2012 - December 2014
Hickory Farms, Inc. October 2013 - December 2013
Spirit Halloween August 2009 - November 2013
Skills
WebEx, Presentations, Time Management, Customer Service, Research, Data Entry, Personal Finance, Finance, Microsoft Word, PowerPoint, Facebook, Workshop Facilitation
Education
California State University-Northridge 2010 — 2015
Bachelor of Science (BS), Finance
Andrew Cross Andrew Cross's Ameriprise Financial Services, Inc. Experience June 2013 - September 2013
Job Technology Underwriter at CNA Insurance
Industry Insurance
Experience
CNA Insurance 2015 - Present
CNA Insurance 2014 - 2015
Sacramento State Student Investment Fund January 2013 - May 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
Skills
Insurance, Underwriting, Strategic Financial..., Investments, Leadership, Portfolio Management, Time Management, Risk Management, Microsoft Excel, Presentations, Team Leadership, Relationship Management, Financial Modeling, Property & Casualty..., Commercial Lines, Commercial Insurance, Reinsurance, Workers Compensation, Property, General Liability, Business Auto, Umbrella Insurance, Selling, Mutual Funds, Financial Advisory, Accounting, Financial Analysis, Stock Management, Marketing Strategy, Employee Benefits, Financial Planning, Operations Management, Investment Strategies, Social Media Marketing, Data Analysis, Research, Sales
Education
California State University-Sacramento 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Risk Management & Insurance, 3.67/4.0
Sierra College 2009 — 2012
Associate of Science (A.S.), Business Administration, Accounting, Natural Science, 3.91/4.0
CNA Insurance 2015 - Present
CNA Insurance 2014 - 2015
Sacramento State Student Investment Fund January 2013 - May 2014
Ameriprise Financial Services, Inc. June 2013 - September 2013
Skills
Insurance, Underwriting, Strategic Financial..., Investments, Leadership, Portfolio Management, Time Management, Risk Management, Microsoft Excel, Presentations, Team Leadership, Relationship Management, Financial Modeling, Property & Casualty..., Commercial Lines, Commercial Insurance, Reinsurance, Workers Compensation, Property, General Liability, Business Auto, Umbrella Insurance, Selling, Mutual Funds, Financial Advisory, Accounting, Financial Analysis, Stock Management, Marketing Strategy, Employee Benefits, Financial Planning, Operations Management, Investment Strategies, Social Media Marketing, Data Analysis, Research, Sales
Education
California State University-Sacramento 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Risk Management & Insurance, 3.67/4.0
Sierra College 2009 — 2012
Associate of Science (A.S.), Business Administration, Accounting, Natural Science, 3.91/4.0
Arthur Rezanka Arthur Rezanka's Ameriprise Financial Services, Inc. Experience November 2001 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2001 - Present
Bank One June 1999 - September 2001
John Hancock Financial Services August 1984 - May 1999
Education
University of Chicago 1977 — 1980
No degree, Biological and Physical Sciences
California State University-Sacramento 1974 — 1977
BA With Honors, Anthropology
Eastern Michigan University 1966 — 1968
none, Biology, General
Ameriprise Financial Services, Inc. November 2001 - Present
Bank One June 1999 - September 2001
John Hancock Financial Services August 1984 - May 1999
Education
University of Chicago 1977 — 1980
No degree, Biological and Physical Sciences
California State University-Sacramento 1974 — 1977
BA With Honors, Anthropology
Eastern Michigan University 1966 — 1968
none, Biology, General
Arsen Der-Aprahamian Arsen Der-Aprahamian's Ameriprise Financial Services, Inc. Experience May 2010 - October 2011
Job Contract Business Analyst at PwC
Industry Utilities
Experience
Sure Power Consulting September 2013 - Present
Hertz November 2011 - September 2013
Ameriprise Financial Services, Inc. May 2010 - October 2011
Skills
Customer Service, Leadership, Microsoft Excel, Sales, Management, Access, Team Leadership, Teamwork, Analysis, Customer Satisfaction, Microsoft Word, Process Scheduler, Time Management, Outlook, PowerPoint, Visio
Education
Woodbury University 2012 — 2014
Master of Business Administration (MBA)
California State University-Los Angeles 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Sure Power Consulting September 2013 - Present
Hertz November 2011 - September 2013
Ameriprise Financial Services, Inc. May 2010 - October 2011
Skills
Customer Service, Leadership, Microsoft Excel, Sales, Management, Access, Team Leadership, Teamwork, Analysis, Customer Satisfaction, Microsoft Word, Process Scheduler, Time Management, Outlook, PowerPoint, Visio
Education
Woodbury University 2012 — 2014
Master of Business Administration (MBA)
California State University-Los Angeles 2006 — 2010
Bachelor's degree, Business Administration and Management, General
John Sledgianowski, MBA's Ameriprise Financial Services, Inc. Experience October 2011 - January 2013
Job Office Manager at Wealth Advisors | 2nd Half Wealth Architect | Retirement & Investment Services
Industry Military
Experience
Wealth Advisors April 2015 - Present
AAFMAA April 2013 - March 2015
Ameriprise Financial Services, Inc. October 2011 - January 2013
SAIC October 2010 - March 2012
PENNICA FINANCIAL GROUP INC January 2011 - August 2011
Cubic Applications, Inc 2008 - October 2010
ARINC Engineering Services, LLC September 2006 - May 2008
United States Navy October 1982 - September 2006
Skills
Finance, Project Planning, PMP, Budget, Data Analysis, DoD, Security Clearance, Navy, Military, Defense, National Security, Command, Management, Security, Leadership
Education
Capella University 2005 — 2008
MBA, Project Management
Troy University 1999 — 2002
MS, International Relations
United States Naval Academy 1983 — 1987
BS, Chemistry
New Jersey
Wealth Advisors April 2015 - Present
AAFMAA April 2013 - March 2015
Ameriprise Financial Services, Inc. October 2011 - January 2013
SAIC October 2010 - March 2012
PENNICA FINANCIAL GROUP INC January 2011 - August 2011
Cubic Applications, Inc 2008 - October 2010
ARINC Engineering Services, LLC September 2006 - May 2008
United States Navy October 1982 - September 2006
Skills
Finance, Project Planning, PMP, Budget, Data Analysis, DoD, Security Clearance, Navy, Military, Defense, National Security, Command, Management, Security, Leadership
Education
Capella University 2005 — 2008
MBA, Project Management
Troy University 1999 — 2002
MS, International Relations
United States Naval Academy 1983 — 1987
BS, Chemistry
New Jersey
Rebecca Hill's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Senior Recruiter at NTT Data Am
Industry Information Technology and Services
Experience
NTT DATA Americas February 2014 - Present
Northwestern Mutual March 2013 - January 2014
Anchor Point Technology Resources October 2012 - March 2013
Ebit Information Systems November 2010 - October 2012
Yoh HR Solutions March 2010 - November 2010
Target April 2009 - March 2010
Target January 2008 - April 2009
Hosting.com March 2007 - January 2008
Creative Management Group February 2006 - August 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sales, Marketing, Customer Service, Cold Calling, Team Building, Onboarding, Management, Temporary Placement, Sourcing, Talent Management, Human Resources, Leadership, Training, Internet Recruiting, Project Management, Networking, Screening Resumes, Team Leadership, Interviews, Performance Management, Employee Training, Program Management, Business Analysis, Hiring, Coaching, Vendor Management, Personnel Management, Staffing Services, Contract Recruitment, Employee Relations, Benefits Negotiation, Temporary Staffing, Time Management, Analysis
Education
University of Louisville 2003 — 2007
Bachelors, Marketing
California State University-Northridge 2005 — 2006
Marketing
Pleasure Ridge Park H.S. 1999 — 2003
NTT DATA Americas February 2014 - Present
Northwestern Mutual March 2013 - January 2014
Anchor Point Technology Resources October 2012 - March 2013
Ebit Information Systems November 2010 - October 2012
Yoh HR Solutions March 2010 - November 2010
Target April 2009 - March 2010
Target January 2008 - April 2009
Hosting.com March 2007 - January 2008
Creative Management Group February 2006 - August 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sales, Marketing, Customer Service, Cold Calling, Team Building, Onboarding, Management, Temporary Placement, Sourcing, Talent Management, Human Resources, Leadership, Training, Internet Recruiting, Project Management, Networking, Screening Resumes, Team Leadership, Interviews, Performance Management, Employee Training, Program Management, Business Analysis, Hiring, Coaching, Vendor Management, Personnel Management, Staffing Services, Contract Recruitment, Employee Relations, Benefits Negotiation, Temporary Staffing, Time Management, Analysis
Education
University of Louisville 2003 — 2007
Bachelors, Marketing
California State University-Northridge 2005 — 2006
Marketing
Pleasure Ridge Park H.S. 1999 — 2003
Tracie Glaros Tracie Glaros's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Boy Scouts of America July 2010 - November 2011
Beyond Golf, Inc June 2006 - June 2010
Skills
Event Planning, Business Communications, Minute Taking, Volunteer Management, Fundraising, Special Events, Non-profits, Community Outreach, Leadership, Event Management, Nonprofits
Education
California State University-East Bay 2008 — 2010
Bachelors, Recreation
Ameriprise Financial Services, Inc. March 2012 - Present
Boy Scouts of America July 2010 - November 2011
Beyond Golf, Inc June 2006 - June 2010
Skills
Event Planning, Business Communications, Minute Taking, Volunteer Management, Fundraising, Special Events, Non-profits, Community Outreach, Leadership, Event Management, Nonprofits
Education
California State University-East Bay 2008 — 2010
Bachelors, Recreation
Thomas Kreidt Thomas Kreidt's Ameriprise Financial Services, Inc. Experience August 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1990 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1996
Master of Business Administration (MBA)
California State University-Fullerton 1986 — 1990
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. August 1990 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1996
Master of Business Administration (MBA)
California State University-Fullerton 1986 — 1990
Bachelor of Arts (B.A.), Economics
Gail Allison Gail Allison's Ameriprise Financial Services, Inc. Experience October 1997 - May 2000
Job Certified Volunteer Long Term Care Ombudsman at Ombudsman Services of Northern California
Industry Nonprofit Organization Management
Experience
Ombudsman Services of Northern California May 2014 - Present
Sacramento Professional Network May 2012 - January 2013
Professional Edge 2012 - 2012
Ameriprise Financial Services, Inc.Ameriprise Financial October 1997 - April 2007
Ameriprise Financial Services, Inc. October 1997 - May 2000
Skills
Training Delivery, Investigation and..., Conflict Management, Conflict Resolution, Training, Coaching, Employee Relations, Workshop Facilitation, Staff Development, Employee Training, Career Development, Interviews, Team Building, Job Coaching, Presentation Coaching, Team Leadership, Leadership Development
Education
University of the Rockies, Colorado Sprngs, CO 2010 — 2012
Master of Arts Degree, Psychology, Mediation and Conflict Resolution
California State University-Fullerton
Master's degree, Public Administration
Ombudsman Services of Northern California May 2014 - Present
Sacramento Professional Network May 2012 - January 2013
Professional Edge 2012 - 2012
Ameriprise Financial Services, Inc.Ameriprise Financial October 1997 - April 2007
Ameriprise Financial Services, Inc. October 1997 - May 2000
Skills
Training Delivery, Investigation and..., Conflict Management, Conflict Resolution, Training, Coaching, Employee Relations, Workshop Facilitation, Staff Development, Employee Training, Career Development, Interviews, Team Building, Job Coaching, Presentation Coaching, Team Leadership, Leadership Development
Education
University of the Rockies, Colorado Sprngs, CO 2010 — 2012
Master of Arts Degree, Psychology, Mediation and Conflict Resolution
California State University-Fullerton
Master's degree, Public Administration
Steve Teranishi, CFP Steve Teranishi, CFP's Ameriprise Financial Services, Inc. Experience April 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1992 - Present
Ameriprise Financial Services, Inc. April 1992 - Present
First Interstate Bank of California March 1979 - December 1991
Education
California State University-Sacramento 1974 — 1978
B.S., Business Administration
Ameriprise Financial Services, Inc. April 1992 - Present
Ameriprise Financial Services, Inc. April 1992 - Present
First Interstate Bank of California March 1979 - December 1991
Education
California State University-Sacramento 1974 — 1978
B.S., Business Administration
Danny Orchard's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Customer Success Manager at Pentaho
Industry Information Technology and Services
Experience
Pentaho April 2015 - Present
Pentaho October 2014 - March 2015
Pentaho March 2014 - October 2014
Insight Global June 2013 - February 2014
Ameriprise Financial Services, Inc. June 2012 - August 2012
Roger's Family Coffee Company December 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Strategic Planning, Outlook, English, Research, Budgets, Windows, Big Data, Sales, Inside Sales
Education
California State University-Chico 2008 — 2013
Bachelors, Finance and Marketing, Senior
Pentaho April 2015 - Present
Pentaho October 2014 - March 2015
Pentaho March 2014 - October 2014
Insight Global June 2013 - February 2014
Ameriprise Financial Services, Inc. June 2012 - August 2012
Roger's Family Coffee Company December 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Strategic Planning, Outlook, English, Research, Budgets, Windows, Big Data, Sales, Inside Sales
Education
California State University-Chico 2008 — 2013
Bachelors, Finance and Marketing, Senior
Rich Cerruti, MBA Rich Cerruti, MBA's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.)
California State University-Sacramento 1988 — 1992
B.A., Communications
San Marin High School 1984 — 1988
Ameriprise Financial Services, Inc. November 2014 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.)
California State University-Sacramento 1988 — 1992
B.A., Communications
San Marin High School 1984 — 1988
Brock Clements's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. May 2003 - February 2012
Education
Washington State University 1999 — 2003
Bachelor of Arts (BA), Business Administration
California State University-San Bernardino 2001 — 2001
Mount Vernon High School 1994 — 1998
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. May 2003 - February 2012
Education
Washington State University 1999 — 2003
Bachelor of Arts (BA), Business Administration
California State University-San Bernardino 2001 — 2001
Mount Vernon High School 1994 — 1998
Thomas Chandler, CFP®, CIMA®, CPWA® Thomas Chandler, CFP®, CIMA®, CPWA®'s Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Sacramento District Dental Foundation June 2014 - Present
Education
California State University-Sacramento 1987 — 1991
Bachelor's of Science, Finance, General
College for Financial Planning
Financial Planning and Services
The University of Chicago Booth School of Business
Executive Education, Certified Private Wealth Advisor®
University of Pennsylvania - The Wharton School
CIMA® executive education, CIMA
Ameriprise Financial Services, Inc. August 2014 - Present
Sacramento District Dental Foundation June 2014 - Present
Education
California State University-Sacramento 1987 — 1991
Bachelor's of Science, Finance, General
College for Financial Planning
Financial Planning and Services
The University of Chicago Booth School of Business
Executive Education, Certified Private Wealth Advisor®
University of Pennsylvania - The Wharton School
CIMA® executive education, CIMA
Andrew Osland, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job OnLine Tool Expert at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Choice Auto Rental Inc July 2012 - September 2012
Pebble Beach Company August 2010 - July 2012
Carmel Valley Ranch August 2008 - June 2009
Skills
Customer Service, Retirement Planning, Investments, Microsoft Office, Sales, Finance, Retirement, Social Media, Estate Planning, Microsoft Excel, Marketing, Social Media Marketing, Time Management, Strategic Financial..., Wealth, PowerPoint, Leadership, Microsoft Word, Event Management, Personal Financial..., Insurance, Real Estate, Budgets, Financial Advisory, Management, Financial Planning
Education
Kaplan University 2014 — 2016
Certified Financial Planning™ (CFP®) Certification, Pending
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services
California State University-Monterey Bay 2006 — 2011
Bachelor of Science in Business Administration, Marketing and Entrepreneurship Concentrations
Ameriprise Financial Services, Inc. June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - June 2014
Choice Auto Rental Inc July 2012 - September 2012
Pebble Beach Company August 2010 - July 2012
Carmel Valley Ranch August 2008 - June 2009
Skills
Customer Service, Retirement Planning, Investments, Microsoft Office, Sales, Finance, Retirement, Social Media, Estate Planning, Microsoft Excel, Marketing, Social Media Marketing, Time Management, Strategic Financial..., Wealth, PowerPoint, Leadership, Microsoft Word, Event Management, Personal Financial..., Insurance, Real Estate, Budgets, Financial Advisory, Management, Financial Planning
Education
Kaplan University 2014 — 2016
Certified Financial Planning™ (CFP®) Certification, Pending
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor, Financial Planning and Services
California State University-Monterey Bay 2006 — 2011
Bachelor of Science in Business Administration, Marketing and Entrepreneurship Concentrations
Jonathan Moranchel, MBA Jonathan Moranchel, MBA's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2013
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. September 2005 - May 2010
Education
Columbus State University 2012 — 2013
MBA
California State University-Los Angeles 2002 — 2005
B.S, Finance
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2013
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. September 2005 - May 2010
Education
Columbus State University 2012 — 2013
MBA
California State University-Los Angeles 2002 — 2005
B.S, Finance
Michelle Zambrano's Ameriprise Financial Services, Inc. Experience July 2012 - October 2013
Job Marketing Coordinator at POPSUGAR
Industry Marketing and Advertising
Experience
POPSUGAR March 2015 - Present
MeetGeraldine March 2014 - March 2015
Uptown Juice Company October 2013 - April 2014
Ameriprise Financial Services, Inc. July 2012 - October 2013
Ameriprise Financial Services, Inc. December 2011 - October 2013
YCMNET Advisors June 2010 - December 2010
Lincoln Financial Advisors March 2008 - May 2010
American Marketing Association, CSU Sacramento September 2008 - December 2009
Elliott Benson March 2007 - December 2007
Skills
Client Services, Administrative Support, Financial Reporting, Social Media Marketing, Database Management, Account Management, Transaction Processing, Customer Service, CRM, ThomsonOne, Spreadsheets, Microsoft Excel, Microsoft Office, Leadership, Team Building, Financial Services, Budgets, Microsoft Word, Market Research, Event Planning, Marketing, Marketing Strategy, Project Planning, Social Media, Marketing Communications, Process Improvement, Team Leadership, Time Management, Sales, Social Networking, Event Management, Data Analysis, Management, Project Management, Finance, Business Development, Public Speaking, Strategic Financial..., Portfolio Management, Outlook, Investments, Salesforce.com, Insurance
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Marketing
St. Patrick- St. Vincent
St. Patrick- St. Vincent
POPSUGAR March 2015 - Present
MeetGeraldine March 2014 - March 2015
Uptown Juice Company October 2013 - April 2014
Ameriprise Financial Services, Inc. July 2012 - October 2013
Ameriprise Financial Services, Inc. December 2011 - October 2013
YCMNET Advisors June 2010 - December 2010
Lincoln Financial Advisors March 2008 - May 2010
American Marketing Association, CSU Sacramento September 2008 - December 2009
Elliott Benson March 2007 - December 2007
Skills
Client Services, Administrative Support, Financial Reporting, Social Media Marketing, Database Management, Account Management, Transaction Processing, Customer Service, CRM, ThomsonOne, Spreadsheets, Microsoft Excel, Microsoft Office, Leadership, Team Building, Financial Services, Budgets, Microsoft Word, Market Research, Event Planning, Marketing, Marketing Strategy, Project Planning, Social Media, Marketing Communications, Process Improvement, Team Leadership, Time Management, Sales, Social Networking, Event Management, Data Analysis, Management, Project Management, Finance, Business Development, Public Speaking, Strategic Financial..., Portfolio Management, Outlook, Investments, Salesforce.com, Insurance
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Marketing
St. Patrick- St. Vincent
St. Patrick- St. Vincent
Christine Vu's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Art Loves Walls October 2012 - December 2013
The Yogurt Spot and TYS Franchise LLC March 2008 - December 2013
SK Furniture November 2003 - February 2008
FileNET Corporation July 1999 - October 2003
Education
California State University-Fullerton 1996 — 2002
Bachelor of Science (B.S.), Computer Science - Emphasis: Information Systems
Ameriprise Financial Services, Inc. January 2014 - Present
Art Loves Walls October 2012 - December 2013
The Yogurt Spot and TYS Franchise LLC March 2008 - December 2013
SK Furniture November 2003 - February 2008
FileNET Corporation July 1999 - October 2003
Education
California State University-Fullerton 1996 — 2002
Bachelor of Science (B.S.), Computer Science - Emphasis: Information Systems
Jennifer Ly Jennifer Ly's Ameriprise Financial Services, Inc. Experience 2003 - 2003
Job Banking Sales Leader
Industry Financial Services
Experience
Citi 2014 - 2014
Citi 2003 - 2013
Ameriprise Financial Services, Inc. 2003 - 2003
Morgan Stanley 2002 - 2002
Windsor Capital Mortgage, Inc. 1999 - 2002
Skills
Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Credit, Banking, Loans, Cross Selling, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Credit Risk, Credit Cards, Strategic Planning, Forward Planning, Business Strategy, Sales Process, Business Process..., Problem Solving, Tactical Sales Planning, Wealth Management, Performance Management, Experienced Change Agent, Customer Advocacy
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Emphasis in Finance/Real Estate/Law; Marketing
Citi 2014 - 2014
Citi 2003 - 2013
Ameriprise Financial Services, Inc. 2003 - 2003
Morgan Stanley 2002 - 2002
Windsor Capital Mortgage, Inc. 1999 - 2002
Skills
Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Credit, Banking, Loans, Cross Selling, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Credit Risk, Credit Cards, Strategic Planning, Forward Planning, Business Strategy, Sales Process, Business Process..., Problem Solving, Tactical Sales Planning, Wealth Management, Performance Management, Experienced Change Agent, Customer Advocacy
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Emphasis in Finance/Real Estate/Law; Marketing
Mark de los Reyes Mark de los Reyes's Ameriprise Financial Services, Inc. Experience January 2006 - March 2007
Job Project Analyst at se²
Industry Financial Services
Experience
se² June 2014 - Present
Payless ShoeSource January 2014 - June 2014
SafeMart August 2013 - January 2014
AssetMark February 2013 - July 2013
AssetMark February 2010 - February 2013
AssetMark August 2007 - February 2010
Ameriprise Financial Services, Inc. January 2006 - March 2007
CAS Systems, Inc. February 2005 - December 2005
CAS Systems, Inc. August 2002 - December 2005
CAS Systems, Inc. May 2002 - August 2002
Skills
Leadership, Risk Management, Risk Assessment, Financial Risk, Business Continuity, Change Management, Enterprise Risk..., Process Improvement, Risk Analysis, Operational Risk..., Operations Management, Insurance, Investigation, Business Analysis, Underwriting, Security, Fraud, Analysis, Customer Service, Finance, Management, Project Management, Team Leadership, Vendor Management
Education
California State University-Hayward 1996 — 2002
Bachelor of Business Administration (BBA), Finance, General
se² June 2014 - Present
Payless ShoeSource January 2014 - June 2014
SafeMart August 2013 - January 2014
AssetMark February 2013 - July 2013
AssetMark February 2010 - February 2013
AssetMark August 2007 - February 2010
Ameriprise Financial Services, Inc. January 2006 - March 2007
CAS Systems, Inc. February 2005 - December 2005
CAS Systems, Inc. August 2002 - December 2005
CAS Systems, Inc. May 2002 - August 2002
Skills
Leadership, Risk Management, Risk Assessment, Financial Risk, Business Continuity, Change Management, Enterprise Risk..., Process Improvement, Risk Analysis, Operational Risk..., Operations Management, Insurance, Investigation, Business Analysis, Underwriting, Security, Fraud, Analysis, Customer Service, Finance, Management, Project Management, Team Leadership, Vendor Management
Education
California State University-Hayward 1996 — 2002
Bachelor of Business Administration (BBA), Finance, General
Stella McCarter Stella McCarter's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Wells Fargo Wealth Management Group August 2008 - June 2013
MortgageIT December 2005 - June 2007
Hertz October 2004 - December 2005
Skills
Investments, Loans, Management, Marketing, Portfolio Management, Sales, Time Management, Customer Service, Insurance, Strategic Financial..., Finance, Banking, Due Diligence, Credit, Financial Advisory, Social Media, Financial Planning, Microsoft Excel
Education
California State University-Northridge 2001 — 2005
B.S., Business Administration, Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. December 2013 - Present
Wells Fargo Wealth Management Group August 2008 - June 2013
MortgageIT December 2005 - June 2007
Hertz October 2004 - December 2005
Skills
Investments, Loans, Management, Marketing, Portfolio Management, Sales, Time Management, Customer Service, Insurance, Strategic Financial..., Finance, Banking, Due Diligence, Credit, Financial Advisory, Social Media, Financial Planning, Microsoft Excel
Education
California State University-Northridge 2001 — 2005
B.S., Business Administration, Business, Management, Marketing, and Related Support Services
Anthony Mancuso CFP®, ChFC Anthony Mancuso CFP®, ChFC's Ameriprise Financial Services, Inc. Experience June 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1991 - Present
Education
Canisius College 1974 — 1978
Accounting and Finance
The American College
Chfc
Ameriprise Financial Services, Inc. June 1991 - Present
Education
Canisius College 1974 — 1978
Accounting and Finance
The American College
Chfc
Jocelyn Stevens's Ameriprise Financial Services, Inc. Experience February 2013 - October 2013
Job NICU Nurse Resident at The Children's Hospital of Philadelphia
Industry Hospital & Health Care
Experience
The Children's Hospital of Philadelphia February 2015 - Present
Future Fitness Powered by AFC October 2012 - February 2015
Thomas Jefferson University Hospitals June 2013 - May 2014
Ameriprise Financial Services, Inc. February 2013 - October 2013
ACTEGA Kelstar, Inc. May 2010 - August 2012
ACTEGA Kelstar, Inc. May 2008 - May 2010
ACTEGA Kelstar, Inc. July 2006 - April 2008
Hope United Methodist Church, Voorhees, NJ March 2004 - July 2006
Skills
Nursing, Customer Service, Microsoft Office, Editing, Event Planning, Data Entry, Research, Administrative..., Cpr Certified, Training, Teamwork, Social Media, Travel Planning, Spreadsheets, Multi-state Payroll..., Proofreading, Invoicing, Healthcare, Administrative..., CPR Certified, Sales, Management, Public Speaking
Education
Thomas Jefferson University 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Camden County College 2011 — 2012
Pre-Nursing Studies
Rowan University 2002 — 2006
B.A. in Liberal Arts, Law & Justice Studies, Philosophy
The Children's Hospital of Philadelphia February 2015 - Present
Future Fitness Powered by AFC October 2012 - February 2015
Thomas Jefferson University Hospitals June 2013 - May 2014
Ameriprise Financial Services, Inc. February 2013 - October 2013
ACTEGA Kelstar, Inc. May 2010 - August 2012
ACTEGA Kelstar, Inc. May 2008 - May 2010
ACTEGA Kelstar, Inc. July 2006 - April 2008
Hope United Methodist Church, Voorhees, NJ March 2004 - July 2006
Skills
Nursing, Customer Service, Microsoft Office, Editing, Event Planning, Data Entry, Research, Administrative..., Cpr Certified, Training, Teamwork, Social Media, Travel Planning, Spreadsheets, Multi-state Payroll..., Proofreading, Invoicing, Healthcare, Administrative..., CPR Certified, Sales, Management, Public Speaking
Education
Thomas Jefferson University 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Camden County College 2011 — 2012
Pre-Nursing Studies
Rowan University 2002 — 2006
B.A. in Liberal Arts, Law & Justice Studies, Philosophy
Fred Timm, CPA's Ameriprise Financial Services, Inc. Experience November 2013 - Present
Job Certified Public Accountant at Popavero & Timm, P.C.
Industry Financial Services
Experience
Popavero & Timm, P.C. September 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - Present
Education
California State University-Long Beach 1991 — 1993
Bachelor of Science (B.S.), Accounting
Popavero & Timm, P.C. September 2014 - Present
Ameriprise Financial Services, Inc. November 2013 - Present
Education
California State University-Long Beach 1991 — 1993
Bachelor of Science (B.S.), Accounting
Jedadiah Luke Chilton, CMA's Ameriprise Financial Services, Inc. Experience June 2004 - December 2004
Job Finance Manager
Industry Management Consulting
Experience
ARCADIS June 2014 - Present
ARCADIS June 2008 - June 2014
ARCADIS June 2006 - June 2008
ARCADIS February 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2004
US Navy June 1996 - June 2004
Alcatel-Lucent August 2000 - December 2000
Skills
Access, SQL, Outlook, PowerPoint, Oral & Written..., Accounting, Forecasting, Managerial Finance, Pivot Tables, Information Systems, Data Analysis, Analysis, Microsoft Excel, Financial Reporting, Management, Microsoft Office, Budgets, Invoicing, Contract Management, Internal Controls, Project Planning, Finance, Project Management, Process Improvement, Strategy, Management Consulting, Leadership, Program Management, Policy, Mergers & Acquisitions, Due Diligence, Training, Strategic Planning, Change Management, Business Intelligence, Corporate Finance, Operations Management, Nonprofits, Government, Team Leadership, Business Development, Contract Negotiation, Financial Analysis
Education
Campbell University 2013 — 2015
Master of Business Administration (MBA), Lundy-Fetterman School of Business, 4.0
Duke University 2012 — 2012
Certified Management Accountant (CMA) Certification Program
North Carolina State University 2000 — 2004
Bachelor of Science in Accounting, Accounting/Financial Management
ARCADIS June 2014 - Present
ARCADIS June 2008 - June 2014
ARCADIS June 2006 - June 2008
ARCADIS February 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2004
US Navy June 1996 - June 2004
Alcatel-Lucent August 2000 - December 2000
Skills
Access, SQL, Outlook, PowerPoint, Oral & Written..., Accounting, Forecasting, Managerial Finance, Pivot Tables, Information Systems, Data Analysis, Analysis, Microsoft Excel, Financial Reporting, Management, Microsoft Office, Budgets, Invoicing, Contract Management, Internal Controls, Project Planning, Finance, Project Management, Process Improvement, Strategy, Management Consulting, Leadership, Program Management, Policy, Mergers & Acquisitions, Due Diligence, Training, Strategic Planning, Change Management, Business Intelligence, Corporate Finance, Operations Management, Nonprofits, Government, Team Leadership, Business Development, Contract Negotiation, Financial Analysis
Education
Campbell University 2013 — 2015
Master of Business Administration (MBA), Lundy-Fetterman School of Business, 4.0
Duke University 2012 — 2012
Certified Management Accountant (CMA) Certification Program
North Carolina State University 2000 — 2004
Bachelor of Science in Accounting, Accounting/Financial Management
Nancy Hayes Nancy Hayes's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Director Asset Management LFO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Dan B Darling Dan B Darling's Ameriprise Financial Services, Inc. Experience August 1994 - April 1997
Job Video producerdirectoreditor, Personal Historian, Legacy Advisor
Industry Media Production
Experience
Heartstring Video Services November 2011 - Present
Association of Personal Historians January 2014 - Present
Canterbury Shaker Village August 2012 - Present
National Children's Education and Resource Center May 1999 - August 2007
Ameriprise Financial Services, Inc. August 1994 - April 1997
Ameriprise Financial Services, Inc. August 1989 - August 1994
Chanhassen Dinner Theaters March 1981 - August 1985
Skills
Video Production, Video Editing, Final Cut Studio, Adult Education, Teaching, Higher Education, Theatre, Microsoft Office, Photoshop, Team Building, Video, Staff Development, Post Production, Training, Media Production, Editing, Documentaries
Education
Temple University 1985 — 1994
MFA, Film & Media Arts
California State University-Hayward 1999 — 2000
Certificate, Online Teaching and Learning
St. John's University 1975 — 1979
BA, Theatre
School of Communication Arts 1981 — 1982
Certificate, Broadcasting
Heartstring Video Services November 2011 - Present
Association of Personal Historians January 2014 - Present
Canterbury Shaker Village August 2012 - Present
National Children's Education and Resource Center May 1999 - August 2007
Ameriprise Financial Services, Inc. August 1994 - April 1997
Ameriprise Financial Services, Inc. August 1989 - August 1994
Chanhassen Dinner Theaters March 1981 - August 1985
Skills
Video Production, Video Editing, Final Cut Studio, Adult Education, Teaching, Higher Education, Theatre, Microsoft Office, Photoshop, Team Building, Video, Staff Development, Post Production, Training, Media Production, Editing, Documentaries
Education
Temple University 1985 — 1994
MFA, Film & Media Arts
California State University-Hayward 1999 — 2000
Certificate, Online Teaching and Learning
St. John's University 1975 — 1979
BA, Theatre
School of Communication Arts 1981 — 1982
Certificate, Broadcasting
Rick Noorman Rick Noorman's Ameriprise Financial Services, Inc. Experience August 1979 - Present
Job Financial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1979 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Asset Allocation
Education
Michigan State University 1977 — 1979
MBA
Calvin College 1973 — 1977
Bachelor's degree, BA Business/Political Science
Ameriprise Financial Services, Inc. August 1979 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Asset Allocation
Education
Michigan State University 1977 — 1979
MBA
Calvin College 1973 — 1977
Bachelor's degree, BA Business/Political Science
Jennifer Kirchhof Jennifer Kirchhof's Ameriprise Financial Services, Inc. Experience November 2009 - April 2013
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
Ameriprise Financial Services, Inc. November 2009 - April 2013
Skills
Series 7, Retirement Planning, Asset Allocation, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management, Series 66, Uniform Combined State..., Investments, Financial Advisory, Financial Goals, Estate Planning, FINRA, Securities, Wealth
Education
California State University-Sacramento
B.S., Economics
BlackRock April 2013 - Present
Ameriprise Financial Services, Inc. November 2009 - April 2013
Skills
Series 7, Retirement Planning, Asset Allocation, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management, Series 66, Uniform Combined State..., Investments, Financial Advisory, Financial Goals, Estate Planning, FINRA, Securities, Wealth
Education
California State University-Sacramento
B.S., Economics
Eric R. Stohl Eric R. Stohl's Ameriprise Financial Services, Inc. Experience September 2009 - Present
Job Financial Advisor, MBA, CA Ins #0D18988
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. September 2009 - Present
AIG/SagePoint Financial 2000 - 2009
el dorado county chamber 2002 - 2008
Bank of America 1976 - 2000
Education
California State University-Sacramento 1980 — 1984
MBA, Finance, Economics
California State University-Sacramento 1974 — 1976
Bachelor of Science in Business Administration, Finance, Economics
Ameriprise Financial Services, Inc. September 2009 - Present
AIG/SagePoint Financial 2000 - 2009
el dorado county chamber 2002 - 2008
Bank of America 1976 - 2000
Education
California State University-Sacramento 1980 — 1984
MBA, Finance, Economics
California State University-Sacramento 1974 — 1976
Bachelor of Science in Business Administration, Finance, Economics
Robert Austin Robert Austin's Ameriprise Financial Services, Inc. Experience July 2012 - October 2014
Job Private Client Investment Associate at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2014
Rose Greene Financial April 2008 - April 2012
Prudential Financial November 2006 - April 2008
Education
California State University-Dominguez Hills 2005 — 2006
BS, Business Administration With an Emphasis in Finance
JP Morgan Chase Bank, N.A. November 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2014
Rose Greene Financial April 2008 - April 2012
Prudential Financial November 2006 - April 2008
Education
California State University-Dominguez Hills 2005 — 2006
BS, Business Administration With an Emphasis in Finance
Alan Berkeley Alan Berkeley's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Financial Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
LPL Financial November 2011 - April 2014
Merrill Edge November 2006 - November 2011
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Life Insurance, Estate Planning, Financial Advisory, Disability Insurance, FINRA, Series 7, Qualified Retirement..., 529 Plans, Series 63, Wealth Management, Securities, Investment Strategies, Investment Advisory, Accounting, Cost Accounting, Macroeconomics, Microeconomics, Microsoft Excel, PowerPoint, Asset Allocation, Options, 401k, Finance, Financial Planning
Education
Canisius College 1999 — 2003
Bachelor of Arts (BA), Political Science, Communications 2003
LPL Financial May 2014 - Present
LPL Financial November 2011 - April 2014
Merrill Edge November 2006 - November 2011
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Life Insurance, Estate Planning, Financial Advisory, Disability Insurance, FINRA, Series 7, Qualified Retirement..., 529 Plans, Series 63, Wealth Management, Securities, Investment Strategies, Investment Advisory, Accounting, Cost Accounting, Macroeconomics, Microeconomics, Microsoft Excel, PowerPoint, Asset Allocation, Options, 401k, Finance, Financial Planning
Education
Canisius College 1999 — 2003
Bachelor of Arts (BA), Political Science, Communications 2003
Mandy Woo, CFP®, M.S.T. Mandy Woo, CFP®, M.S.T.'s Ameriprise Financial Services, Inc. Experience August 2011 - July 2013
Job Business Financial Advisor, A Financial Advisory Practice of Ameriprise Financial Services. Inc.
Industry Financial Services
Experience
Ameriprise Financial July 2013 - Present
SCORE September 2006 - Present
Ameriprise Financial Services, Inc. August 2011 - July 2013
Ameriprise Financial Services, Inc. August 2005 - July 2011
American Express Financial Advisors January 2001 - August 2005
Skills
Financial Planning, Financial Advisory, Investments, Estate Planning, Finance, Wealth, Small Business, Insurance, Leadership, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MS Taxation, Taxation
California State University-Long Beach 1997 — 2000
B.S., Investment Finances
Ameriprise Financial July 2013 - Present
SCORE September 2006 - Present
Ameriprise Financial Services, Inc. August 2011 - July 2013
Ameriprise Financial Services, Inc. August 2005 - July 2011
American Express Financial Advisors January 2001 - August 2005
Skills
Financial Planning, Financial Advisory, Investments, Estate Planning, Finance, Wealth, Small Business, Insurance, Leadership, Retirement Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
MS Taxation, Taxation
California State University-Long Beach 1997 — 2000
B.S., Investment Finances
Negina Ghafarshad Negina Ghafarshad's Ameriprise Financial Services, Inc. Experience February 2010 - November 2014
Job Office Manager at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
Ameriprise Financial Services, Inc. February 2010 - November 2014
Ameriprise Financial Services, Inc July 2006 - August 2009
Skills
Vendor Management, Cross-functional Team..., Financial Services, Leadership, Process Improvement, Relationship Management, Project Management
Education
California State University-Northridge 2004 — 2006
Bachelors, Marketing
McGladrey November 2014 - Present
Ameriprise Financial Services, Inc. February 2010 - November 2014
Ameriprise Financial Services, Inc July 2006 - August 2009
Skills
Vendor Management, Cross-functional Team..., Financial Services, Leadership, Process Improvement, Relationship Management, Project Management
Education
California State University-Northridge 2004 — 2006
Bachelors, Marketing
Warren Gray Moser, AWMA®'s Ameriprise Financial Services, Inc. Experience January 2013 - February 2015
Job Lead Client Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - February 2015
Calvin College September 2011 - May 2012
Olive Technology January 2012 - January 2012
Kalez Deliveries LLC May 2011 - August 2011
College Works Painting February 2011 - May 2011
Knight Tees September 2010 - January 2011
Campus Kiwi April 2009 - January 2010
Putnam Mathematics Competition September 2008 - January 2009
ThermaSolutions June 2008 - August 2008
Education
Calvin College 2010 — 2012
Bachelor of Arts, Economics
Santa Clara University
White Bear Lake Area High School
Ameriprise Financial Services, Inc. January 2013 - February 2015
Calvin College September 2011 - May 2012
Olive Technology January 2012 - January 2012
Kalez Deliveries LLC May 2011 - August 2011
College Works Painting February 2011 - May 2011
Knight Tees September 2010 - January 2011
Campus Kiwi April 2009 - January 2010
Putnam Mathematics Competition September 2008 - January 2009
ThermaSolutions June 2008 - August 2008
Education
Calvin College 2010 — 2012
Bachelor of Arts, Economics
Santa Clara University
White Bear Lake Area High School
Steward Lie Steward Lie's Ameriprise Financial Services, Inc. Experience August 2012 - December 2012
Job Finance Associate at BenQ Corporation
Industry Accounting
Experience
BenQ Corporation September 2014 - Present
Test Rite June 2013 - February 2014
Ameriprise Financial Services, Inc. August 2012 - December 2012
ShoutAmp November 2011 - March 2012
Sienna Entertainment July 2011 - September 2011
VITA January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Basic Mandarin, Bahasa Indonesia, English, Microsoft Exchange, Accounts Payable, Accounts Receivable, PowerPoint, General Ledger
Education
California State University-Fullerton 2011 — 2012
Bachelor's Degree, Finance
Irvine Valley College 2008 — 2010
Associate's degree, Business
BenQ Corporation September 2014 - Present
Test Rite June 2013 - February 2014
Ameriprise Financial Services, Inc. August 2012 - December 2012
ShoutAmp November 2011 - March 2012
Sienna Entertainment July 2011 - September 2011
VITA January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Basic Mandarin, Bahasa Indonesia, English, Microsoft Exchange, Accounts Payable, Accounts Receivable, PowerPoint, General Ledger
Education
California State University-Fullerton 2011 — 2012
Bachelor's Degree, Finance
Irvine Valley College 2008 — 2010
Associate's degree, Business
Martha Ellen Laff, CLU(R), ChFC(R), CRPC(R) Martha Ellen Laff, CLU(R), ChFC(R), CRPC(R)'s Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Investment Broker/Dealer 1997 - December 2011
North Valley Chamber of Commerce 1997 - 2010
Martha E. Laff Financial Services 1992 - 1996
The MONY Group 1977 - 1996
Education
California State University-Northridge 1982 — 1984
Economics
Los Angeles Valley College 1969 — 1971
AA, Business Administration & Computer Programming
Ameriprise Financial Services, Inc. December 2011 - Present
Investment Broker/Dealer 1997 - December 2011
North Valley Chamber of Commerce 1997 - 2010
Martha E. Laff Financial Services 1992 - 1996
The MONY Group 1977 - 1996
Education
California State University-Northridge 1982 — 1984
Economics
Los Angeles Valley College 1969 — 1971
AA, Business Administration & Computer Programming
Jevon Webster, CFP® CRPC MBA's Ameriprise Financial Services, Inc. Experience 2004 - April 2010
Job Financial Planner and Wealth Manager at Lighthouse Strategic Advisors
Industry Financial Services
Experience
Lighthouse Strategic Advisors March 2010 - Present
Ameriprise Financial Services, Inc. 2004 - April 2010
B&G Delivery System, Inc. 1992 - 1999
Skills
Wealth Management, Asset Protection, Tax Strategies, Charitable Giving..., Financial Planning, Retirement Planning, Retirement Income..., Wealth Preservation, Charitable Giving, Retirement, Estate Planning, Wealth Management..., Strategic Financial..., Strategy, Tax, Charities, Investments, Financial Advisory, Wealth, Securities, Finance, Investment Advisory, FINRA, Insurance, Mutual Funds, Investment Strategies, Series 7, 401k, Asset Allocation, IRAs, Financial Planners, Portfolio Management, Asset Management, Investment Management, Fixed Annuities, Alternative Investments
Education
California State University-Sacramento 1999 — 2002
Master of Business Administration (M.B.A.), Finance
The Master's College 1990 — 1994
BS, Business Management
VCS 1977 — 1990
Lighthouse Strategic Advisors March 2010 - Present
Ameriprise Financial Services, Inc. 2004 - April 2010
B&G Delivery System, Inc. 1992 - 1999
Skills
Wealth Management, Asset Protection, Tax Strategies, Charitable Giving..., Financial Planning, Retirement Planning, Retirement Income..., Wealth Preservation, Charitable Giving, Retirement, Estate Planning, Wealth Management..., Strategic Financial..., Strategy, Tax, Charities, Investments, Financial Advisory, Wealth, Securities, Finance, Investment Advisory, FINRA, Insurance, Mutual Funds, Investment Strategies, Series 7, 401k, Asset Allocation, IRAs, Financial Planners, Portfolio Management, Asset Management, Investment Management, Fixed Annuities, Alternative Investments
Education
California State University-Sacramento 1999 — 2002
Master of Business Administration (M.B.A.), Finance
The Master's College 1990 — 1994
BS, Business Management
VCS 1977 — 1990
Jeffrey Gooch Jeffrey Gooch's Ameriprise Financial Services, Inc. Experience January 2009 - January 2010
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Solstice Wealth Management January 2010 - January 2011
Ameriprise Financial January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2009 - January 2010
Education
California State University-Sacramento 1999 — 2002
BS, Criminal Justice
Merrill Lynch January 2011 - Present
Solstice Wealth Management January 2010 - January 2011
Ameriprise Financial January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2009 - January 2010
Education
California State University-Sacramento 1999 — 2002
BS, Criminal Justice
R. Scott Hirsh's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Field Vice President | New York Metro Region | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. November 2009 - November 2011
Smith Barney July 2006 - March 2009
Citibank November 2004 - July 2006
Citicorp Investment Services January 2003 - November 2004
Citicorp Investment Services July 2000 - December 2002
Smith Barney September 1996 - July 2000
Smith Barney January 1996 - September 1996
Smith Barney October 1993 - January 1996
Skills
Motivational Speaker, Strategy, Wealth Management, Strategic Planning, Motivational Speaking, Management, Asset Allocation, Leadership, Series 7, Recruiting, Securities, Series 63, Financial Analysis, Sales Operations, Investments, Strategic Financial..., Coaching, Mutual Funds, Financial Advisory, Asset Management, Hedge Funds, Series 65, Finance, Banking, Marketing, Risk Management, Business Development, Financial Services, Investment Advisory, Alternative Investments, Portfolio Management, Retirement Planning, FINRA, Sales, Equities, Retirement, Series 24
Education
California State University-Northridge 1978 — 1984
BACHELOR OF ARTS, ECONOMICS
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. November 2009 - November 2011
Smith Barney July 2006 - March 2009
Citibank November 2004 - July 2006
Citicorp Investment Services January 2003 - November 2004
Citicorp Investment Services July 2000 - December 2002
Smith Barney September 1996 - July 2000
Smith Barney January 1996 - September 1996
Smith Barney October 1993 - January 1996
Skills
Motivational Speaker, Strategy, Wealth Management, Strategic Planning, Motivational Speaking, Management, Asset Allocation, Leadership, Series 7, Recruiting, Securities, Series 63, Financial Analysis, Sales Operations, Investments, Strategic Financial..., Coaching, Mutual Funds, Financial Advisory, Asset Management, Hedge Funds, Series 65, Finance, Banking, Marketing, Risk Management, Business Development, Financial Services, Investment Advisory, Alternative Investments, Portfolio Management, Retirement Planning, FINRA, Sales, Equities, Retirement, Series 24
Education
California State University-Northridge 1978 — 1984
BACHELOR OF ARTS, ECONOMICS
Rick Williams, CFP® Rick Williams, CFP®'s Ameriprise Financial Services, Inc. Experience July 1987 - Present
Job Financial Advisor, Burke, Davis, Williams and Associates, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1987 - Present
Education
California State University-Dominguez Hills
BA, Economics
Ameriprise Financial Services, Inc. July 1987 - Present
Education
California State University-Dominguez Hills
BA, Economics
Michael Beiter,CRPC Michael Beiter,CRPC's Ameriprise Financial Services, Inc. Experience November 2009 - Present
Job Financial Advisor with Ameriprise Financial,Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial April 2001 - October 2009
Skills
Mutual Funds, Retirement, Investment Strategies, Financial Planning, Investments, Insurance, Series 7, Financial Services, Finance, Series 63, Retirement Planning, Asset Allocation
Education
California State University-Fullerton 1998 — 2000
CREDENTIALS Bachelors Degree, Business; Management
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2000
2000, Finance & Managment
Ameriprise Financial Services, Inc. November 2009 - Present
Ameriprise Financial April 2001 - October 2009
Skills
Mutual Funds, Retirement, Investment Strategies, Financial Planning, Investments, Insurance, Series 7, Financial Services, Finance, Series 63, Retirement Planning, Asset Allocation
Education
California State University-Fullerton 1998 — 2000
CREDENTIALS Bachelors Degree, Business; Management
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2000
2000, Finance & Managment
Alexander Valles's Ameriprise Financial Services, Inc. Experience April 2013 - January 2014
Job Operations Manager at MRG Marketing & Management, Inc.
Industry Financial Services
Experience
MRG Marketing & Management, Inc. January 2014 - November 2014
Ameriprise Financial Services, Inc. April 2013 - January 2014
Buca di Beppo May 2009 - June 2013
Skills
Leadership, Finance, Customer Service, Sales, Microsoft Excel, Strategic Financial..., Microsoft Office, Access, Time Management, Accounting, Financial Analysis, Budgets, Investments, Teamwork, Financial Planning, Insurance
Education
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning Advisory Tract
Brea Olinda High School 2005 — 2009
MRG Marketing & Management, Inc. January 2014 - November 2014
Ameriprise Financial Services, Inc. April 2013 - January 2014
Buca di Beppo May 2009 - June 2013
Skills
Leadership, Finance, Customer Service, Sales, Microsoft Excel, Strategic Financial..., Microsoft Office, Access, Time Management, Accounting, Financial Analysis, Budgets, Investments, Teamwork, Financial Planning, Insurance
Education
California State University-Fullerton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning Advisory Tract
Brea Olinda High School 2005 — 2009
Thomas Staley Thomas Staley's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Education
California State University-Long Beach 1969 — 1972
Bachelor of Arts (B.A.), Major - Physical Education Minor - Economics
Northern Arizona University
Master's degree, Educational Leadership and Administration, General
Ameriprise Financial Services, Inc. September 2012 - Present
Education
California State University-Long Beach 1969 — 1972
Bachelor of Arts (B.A.), Major - Physical Education Minor - Economics
Northern Arizona University
Master's degree, Educational Leadership and Administration, General
John C. Fleishman, CRPC® John C. Fleishman, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2012 - December 2014
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Ameriprise Financial Services, Inc. February 2012 - December 2014
The Fleishman Group, Inc January 2005 - December 2011
Digital Marketing Technologies January 2004 - January 2005
Post Modern Group 2001 - 2004
Education
California State University-Long Beach 1981 — 1984
Bachelor of Arts
Raymond James December 2014 - Present
Ameriprise Financial Services, Inc. February 2012 - December 2014
The Fleishman Group, Inc January 2005 - December 2011
Digital Marketing Technologies January 2004 - January 2005
Post Modern Group 2001 - 2004
Education
California State University-Long Beach 1981 — 1984
Bachelor of Arts
Gail Allison Gail Allison's Ameriprise Financial Services, Inc. Experience 1993 - 2007
Job Mediation and conflict resolution specialist
Industry Management Consulting
Experience
AARP Volunteer Tax Aide Program December 2012 - April 2013
Sacramento Professional Network May 2012 - April 2013
Professional Edge September 2012 - February 2013
Sacramento Professional Network 2012 - 2012
Ameriprise Financial Services, Inc. 1993 - 2007
City of Ventura June 1983 - September 1988
Sacramento Area Council of Governments 1979 - 1983
Skills
Mediation, Conflict Resolution, Training, Written & Oral..., Policy Analysis, Written Communication, Report Preparation and..., Coaching, Public Relations, Marketing, Workshop Facilitation, Public Speaking, Volunteer Management, Proposal Writing, Press Releases, Oral & Written...
Education
University of the Rockies, Colorado Spring, CO. 2010 — 2012
Master of Arts, Psychology, Mediation and Conflict Resolution
California State University-Fullerton
Master's Degree, Public Administration
AARP Volunteer Tax Aide Program December 2012 - April 2013
Sacramento Professional Network May 2012 - April 2013
Professional Edge September 2012 - February 2013
Sacramento Professional Network 2012 - 2012
Ameriprise Financial Services, Inc. 1993 - 2007
City of Ventura June 1983 - September 1988
Sacramento Area Council of Governments 1979 - 1983
Skills
Mediation, Conflict Resolution, Training, Written & Oral..., Policy Analysis, Written Communication, Report Preparation and..., Coaching, Public Relations, Marketing, Workshop Facilitation, Public Speaking, Volunteer Management, Proposal Writing, Press Releases, Oral & Written...
Education
University of the Rockies, Colorado Spring, CO. 2010 — 2012
Master of Arts, Psychology, Mediation and Conflict Resolution
California State University-Fullerton
Master's Degree, Public Administration
Christopher Zarra, CFP®, ChFC®, CFS® Christopher Zarra, CFP®, ChFC®, CFS®'s Ameriprise Financial Services, Inc. Experience December 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Judy Cziprian Judy Cziprian's Ameriprise Financial Services, Inc. Experience July 2003 - January 2012
Job Primary Jam Maker at Jammin' Judy
Industry Food Production
Experience
Jammin' Judy June 2014 - Present
Ameriprise Financial Services, Inc. July 2003 - January 2012
Sunnyvale Chamber of Commerce 2006 - 2009
CQF Inc. October 2001 - June 2003
ReplayTV 1999 - 2001
USWeb/CKS 1998 - 1999
Apple Computer 1987 - 1999
WordsWorth Publications June 1985 - November 1987
FHP Inc. January 1984 - May 1985
Senior Care Action Network (SCAN) Health Care November 1981 - December 1983
Skills
Listening Skills, Writing Skills, Copy Editing, Online Marketing, Marketing Communications, Copywriting, Public Relations, Public Speaking, Publicity, Desktop Publishing, Online Publishing, Start-ups, Marketing, Email Marketing, Program Management, Social Media, Newsletters, Small Business, Press Releases, Nonprofits, Social Networking, Entrepreneurship, Marketing Strategy
Education
California State University-Long Beach 1975 — 1978
Bachelor of Arts, Journalism, PR Minor
Humboldt State University 1975 — 1975
none, Journalism
University of California, Los Angeles 1971 — 1973
none, Political Science
Jammin' Judy June 2014 - Present
Ameriprise Financial Services, Inc. July 2003 - January 2012
Sunnyvale Chamber of Commerce 2006 - 2009
CQF Inc. October 2001 - June 2003
ReplayTV 1999 - 2001
USWeb/CKS 1998 - 1999
Apple Computer 1987 - 1999
WordsWorth Publications June 1985 - November 1987
FHP Inc. January 1984 - May 1985
Senior Care Action Network (SCAN) Health Care November 1981 - December 1983
Skills
Listening Skills, Writing Skills, Copy Editing, Online Marketing, Marketing Communications, Copywriting, Public Relations, Public Speaking, Publicity, Desktop Publishing, Online Publishing, Start-ups, Marketing, Email Marketing, Program Management, Social Media, Newsletters, Small Business, Press Releases, Nonprofits, Social Networking, Entrepreneurship, Marketing Strategy
Education
California State University-Long Beach 1975 — 1978
Bachelor of Arts, Journalism, PR Minor
Humboldt State University 1975 — 1975
none, Journalism
University of California, Los Angeles 1971 — 1973
none, Political Science
Meghan Monahan Langhals Meghan Monahan Langhals's Ameriprise Financial Services, Inc. Experience June 2008 - October 2008
Job Coordinator Special Events & Development, Hospice Services at St. Joseph Health
Industry Hospital & Health Care
Experience
St. Joseph Health December 2013 - Present
Security Innovation Network (SINET) May 2012 - Present
Anova and Anova Centers for Education August 2010 - July 2012
Catholic Charities CYO January 2008 - August 2010
Grayscale EPR June 2008 - December 2008
Ameriprise Financial Services, Inc. June 2008 - October 2008
Straub Distributing September 2005 - January 2008
Roasary High School June 2004 - June 2006
Skills
Marketing, CRM, Social Media, Non-profits, Social Networking, Facebook, Event Management, Public Relations, Social Media Marketing, Public Speaking, Marketing Communications, Strategy, Leadership, Event Planning, Entrepreneurship, Training, Nonprofits
Education
California State University-Long Beach 2000 — 2005
Bachelor of Arts (B.A.)
Rosary High School 1996 — 2000
St. Joseph Health December 2013 - Present
Security Innovation Network (SINET) May 2012 - Present
Anova and Anova Centers for Education August 2010 - July 2012
Catholic Charities CYO January 2008 - August 2010
Grayscale EPR June 2008 - December 2008
Ameriprise Financial Services, Inc. June 2008 - October 2008
Straub Distributing September 2005 - January 2008
Roasary High School June 2004 - June 2006
Skills
Marketing, CRM, Social Media, Non-profits, Social Networking, Facebook, Event Management, Public Relations, Social Media Marketing, Public Speaking, Marketing Communications, Strategy, Leadership, Event Planning, Entrepreneurship, Training, Nonprofits
Education
California State University-Long Beach 2000 — 2005
Bachelor of Arts (B.A.)
Rosary High School 1996 — 2000
Christine (Vinovich) Dixon Christine (Vinovich) Dixon's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. February 2008 - May 2014
Ameriprise Financial Services, Inc. September 2006 - January 2008
Education
California State University-Long Beach 2003 — 2007
Bachelor's degree, Business Administration and Management, General
ACHS
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. February 2008 - May 2014
Ameriprise Financial Services, Inc. September 2006 - January 2008
Education
California State University-Long Beach 2003 — 2007
Bachelor's degree, Business Administration and Management, General
ACHS
Sarah Keeney's Ameriprise Financial Services, Inc. Experience August 2010 - December 2010
Job Interior Designer at Harvest Furniture
Industry Design
Experience
Harvest Furniture April 2015 - Present
Harvest Furniture December 2014 - April 2015
BNY Mellon August 2013 - December 2014
BNY Mellon May 2013 - July 2013
Miller/Russell & Associates November 2012 - April 2013
First Financial Equity Corporation August 2012 - November 2012
Honeywell Aerospace May 2012 - August 2012
Avnet November 2011 - May 2012
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Customer Service, Financial Analysis, PowerPoint, SAP, Essbase, Morningstar Direct, Advent Axys
Education
Cañada College 2015 — 2017
Interior Design
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelor's Degree, Finance
Harvest Furniture April 2015 - Present
Harvest Furniture December 2014 - April 2015
BNY Mellon August 2013 - December 2014
BNY Mellon May 2013 - July 2013
Miller/Russell & Associates November 2012 - April 2013
First Financial Equity Corporation August 2012 - November 2012
Honeywell Aerospace May 2012 - August 2012
Avnet November 2011 - May 2012
Ameriprise Financial Services, Inc. August 2010 - December 2010
Skills
Customer Service, Financial Analysis, PowerPoint, SAP, Essbase, Morningstar Direct, Advent Axys
Education
Cañada College 2015 — 2017
Interior Design
W. P. Carey School of Business, Arizona State University 2008 — 2012
Bachelor's Degree, Finance
Michael Mulrooney Michael Mulrooney's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Wells Fargo Advantage Funds May 2012 - March 2013
KBW Inc September 2001 - October 2011
KBW Asset Mgmt Inc May 2001 - September 2001
KBW Inc March 1996 - May 2001
National Financial Services Corp March 1992 - March 1996
United States Marine Corps March 1988 - January 1992
United States Marine Corps 1988 - 1992
United States Marine Corps 1988 - 1992
Dean Witter Reynolds March 1986 - January 1988
Skills
Series 7, Series 63, Series 55, Series 4, Life & Health Insurance..., Alternative Investments, Bloomberg, Capital Markets, Equity Trading, FINRA, Fixed Income, Hedge Funds, Trading, Securities
Education
Campbell University 1989 — 1990
Business
Ameriprise Financial Services, Inc. March 2013 - Present
Wells Fargo Advantage Funds May 2012 - March 2013
KBW Inc September 2001 - October 2011
KBW Asset Mgmt Inc May 2001 - September 2001
KBW Inc March 1996 - May 2001
National Financial Services Corp March 1992 - March 1996
United States Marine Corps March 1988 - January 1992
United States Marine Corps 1988 - 1992
United States Marine Corps 1988 - 1992
Dean Witter Reynolds March 1986 - January 1988
Skills
Series 7, Series 63, Series 55, Series 4, Life & Health Insurance..., Alternative Investments, Bloomberg, Capital Markets, Equity Trading, FINRA, Fixed Income, Hedge Funds, Trading, Securities
Education
Campbell University 1989 — 1990
Business
Laura M DeVries Laura M DeVries's Ameriprise Financial Services, Inc. Experience September 2005 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Calvin College 1996 — 2000
BSME, Mechanical Engineering
Ameriprise Financial Services, Inc. September 2005 - Present
Education
Calvin College 1996 — 2000
BSME, Mechanical Engineering
Jennifer Hoelscher Jennifer Hoelscher's Ameriprise Financial Services, Inc. Experience 1990 - 1992
Job AVP, Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
Gregory Jewett Gregory Jewett's Ameriprise Financial Services, Inc. Experience 1987 - 1990
Job Owner, Gregory S. Jewett Financial
Industry Banking
Experience
Gregory S. Jewett Financial March 1996 - Present
Marcus & Millichap 1992 - 1996
DAUM Commercial Real Estate Services 1990 - 1992
Ameriprise Financial Services, Inc. 1987 - 1990
Education
California State University-Northridge 1982 — 1987
Bachelor of Science Business Adminstration, Real Estate and Finance
Gregory S. Jewett Financial March 1996 - Present
Marcus & Millichap 1992 - 1996
DAUM Commercial Real Estate Services 1990 - 1992
Ameriprise Financial Services, Inc. 1987 - 1990
Education
California State University-Northridge 1982 — 1987
Bachelor of Science Business Adminstration, Real Estate and Finance
Jose L. Godinez, CFP®, ChFC®, CLU® Jose L. Godinez, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1992 - Present
Education
California State University-Northridge 1993 — 1993
B.S., Finance and Real Estate
College for Financial Planning
CFP, Financial Planning
The American College
ChFC & CLU, Financial Planning
Ameriprise Financial Services, Inc. 1992 - Present
Education
California State University-Northridge 1993 — 1993
B.S., Finance and Real Estate
College for Financial Planning
CFP, Financial Planning
The American College
ChFC & CLU, Financial Planning
David Gies's Ameriprise Financial Services, Inc. Experience February 2010 - June 2010
Job Financial Planner at Reby Advisors (formerly Robert J. Reby & Co., Inc.)
Industry Insurance
Experience
Reby Advisors (formerly Robert J. Reby & Co., Inc.) November 2012 - Present
Shelter Wealth Management, LLC 2010 - December 2013
Cambridge Investment Research - Broker/Dealer July 2010 - January 2012
Ameriprise Financial Services, Inc. February 2010 - June 2010
Alexion Pharmaceuticals August 1999 - July 2008
United States Surgical 1996 - 1999
Regeneron Pharmaceuticals January 1990 - June 1996
Skills
Insurance, Management, Biotechnology, Financial Planning, Strategic Planning, Research, Customer Service, Life Sciences, Pharmaceutical Industry, Microsoft Office
Education
Sacred Heart University 2007 — 2009
CFP education certification, Certified Financial Planner Program
University of California, Berkeley 1982 — 1984
B.A., Biochemistry
California State University-Chico 1980 — 1982
Saratoga HS
Reby Advisors (formerly Robert J. Reby & Co., Inc.) November 2012 - Present
Shelter Wealth Management, LLC 2010 - December 2013
Cambridge Investment Research - Broker/Dealer July 2010 - January 2012
Ameriprise Financial Services, Inc. February 2010 - June 2010
Alexion Pharmaceuticals August 1999 - July 2008
United States Surgical 1996 - 1999
Regeneron Pharmaceuticals January 1990 - June 1996
Skills
Insurance, Management, Biotechnology, Financial Planning, Strategic Planning, Research, Customer Service, Life Sciences, Pharmaceutical Industry, Microsoft Office
Education
Sacred Heart University 2007 — 2009
CFP education certification, Certified Financial Planner Program
University of California, Berkeley 1982 — 1984
B.A., Biochemistry
California State University-Chico 1980 — 1982
Saratoga HS
Jennifer R. Ford's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Licensed Paraplanner/Assistant to Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
BlackRock August 2011 - October 2011
McKinley Financial Group August 2009 - February 2011
Lighting Up The Sky November 2009 - October 2010
Woodbury Financial Services April 2004 - August 2009
Valley Financial, Alamo CA March 2002 - December 2003
ANG Newspapers September 1999 - March 2002
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Customer Service, Marketing, Training, Management, Insurance, CRM, Time Management, Mutual Funds, Finance, Leadership, Portfolio Management, Investments, Financial Services, Strategy, Team Building, Marketing Strategy, Social Media Marketing, Advertising
Education
San Francisco State University 2003 — 2004
Composition, English Composition/Education
San Francisco State University 2003 — 2004
Graduate Studies, English Composition
California State Hayward 1999 — 2000
Bachelor of Arts, Communications
California State University-East Bay 1998 — 2000
Bachelor's, Mass Communications
Las Positas College 1996 — 1998
Associates of Arts, General Studies
Ameriprise Financial Services, Inc. October 2011 - Present
BlackRock August 2011 - October 2011
McKinley Financial Group August 2009 - February 2011
Lighting Up The Sky November 2009 - October 2010
Woodbury Financial Services April 2004 - August 2009
Valley Financial, Alamo CA March 2002 - December 2003
ANG Newspapers September 1999 - March 2002
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Customer Service, Marketing, Training, Management, Insurance, CRM, Time Management, Mutual Funds, Finance, Leadership, Portfolio Management, Investments, Financial Services, Strategy, Team Building, Marketing Strategy, Social Media Marketing, Advertising
Education
San Francisco State University 2003 — 2004
Composition, English Composition/Education
San Francisco State University 2003 — 2004
Graduate Studies, English Composition
California State Hayward 1999 — 2000
Bachelor of Arts, Communications
California State University-East Bay 1998 — 2000
Bachelor's, Mass Communications
Las Positas College 1996 — 1998
Associates of Arts, General Studies
Thomas Fezler Thomas Fezler's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job "Financial Advisor, Vice President, Ameriprise Financial Services, Inc. CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Steve Sturner, APMA® Steve Sturner, APMA®'s Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Robert Monkelis Robert Monkelis's Ameriprise Financial Services, Inc. Experience August 2009 - March 2010
Job Financial Planner
Industry Financial Services
Experience
The Prudential Insurance Company of America June 2010 - Present
Ameriprise Financial Services, Inc. August 2009 - March 2010
Eagle Nationwide Mortgage Company July 2007 - August 2009
H.D. Vest Financial Services September 2005 - August 2009
Education
California University of Pennsylvania 1992 — 1996
Bachelor, Business / Finance
The Prudential Insurance Company of America June 2010 - Present
Ameriprise Financial Services, Inc. August 2009 - March 2010
Eagle Nationwide Mortgage Company July 2007 - August 2009
H.D. Vest Financial Services September 2005 - August 2009
Education
California University of Pennsylvania 1992 — 1996
Bachelor, Business / Finance
Donald Dalesandro Donald Dalesandro's Ameriprise Financial Services, Inc. Experience 2007 - November 2010
Job Investment Advisor Representative at ACAS, Registered Investment Advisor
Industry Financial Services
Experience
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
Danny Smulevitz Danny Smulevitz's Ameriprise Financial Services, Inc. Experience 2002 - 2003
Job Admin at HFS Consultants
Industry Accounting
Experience
HFS Consultants March 2003 - Present
Ameriprise Financial Services, Inc. 2002 - 2003
Pacific Exchange 1997 - 2001
Providian Financial 1988 - 1997
Skills
Healthcare, Healthcare Management, Revenue Cycle, HIPAA, Microsoft Office, Public Speaking, Medicare, Healthcare Consulting, Hospitals, Business Process..., Team Leadership, Project Management, Analysis, PowerPoint, Microsoft Excel, Medicaid
Education
California State University-East Bay 2009 — 2012
Bachelor's Degree, Liberal Studies; Minor in California Studies
Diablo Valley College 2005 — 2008
AA
HFS Consultants March 2003 - Present
Ameriprise Financial Services, Inc. 2002 - 2003
Pacific Exchange 1997 - 2001
Providian Financial 1988 - 1997
Skills
Healthcare, Healthcare Management, Revenue Cycle, HIPAA, Microsoft Office, Public Speaking, Medicare, Healthcare Consulting, Hospitals, Business Process..., Team Leadership, Project Management, Analysis, PowerPoint, Microsoft Excel, Medicaid
Education
California State University-East Bay 2009 — 2012
Bachelor's Degree, Liberal Studies; Minor in California Studies
Diablo Valley College 2005 — 2008
AA
Jeffrey Halbreich, CFP® Jeffrey Halbreich, CFP®'s Ameriprise Financial Services, Inc. Experience April 2010 - Present
Job Financial Advisor, Franchise Owner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2010 - Present
SAMLARC February 2014 - Present
Rancho Santa Margarita Chamber of Commerce September 2011 - June 2014
Ameriprise Financial September 2005 - April 2010
Ameriprise Financial February 2001 - September 2005
Ameriprise Financial April 2000 - February 2001
US Army August 1994 - July 1997
Education
California State University-Fullerton 2002 — 2005
Bachelor of Arts, Business Finance
California State University-Fullerton 2001 — 2005
Bachelor of Arts (B.A.), Business Administration with a focus in Finance
Ameriprise Financial Services, Inc. April 2010 - Present
SAMLARC February 2014 - Present
Rancho Santa Margarita Chamber of Commerce September 2011 - June 2014
Ameriprise Financial September 2005 - April 2010
Ameriprise Financial February 2001 - September 2005
Ameriprise Financial April 2000 - February 2001
US Army August 1994 - July 1997
Education
California State University-Fullerton 2002 — 2005
Bachelor of Arts, Business Finance
California State University-Fullerton 2001 — 2005
Bachelor of Arts (B.A.), Business Administration with a focus in Finance
JEFFREY TILSON, AAMS®, CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience December 2001 - May 2011
Job I help individuals and families take the stress out of investing to grow wealth with greater peace of mind
Industry Investment Management
Experience
JST Investment Consulting May 2011 - Present
Toastmasters International 2012 - 2012
Ameriprise Financial Services, Inc. December 2001 - May 2011
Skills
Accredited Asset..., Chartered Retirement..., Accredited Wealth..., Asset Managment, Financial Planners, Plannning, Investments, Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Series 7, Risk Management, Asset Management, Financial Services, Leadership, Small Business, Portfolio Management, Business Strategy, CRM, Management, Finance, Retirement Planning, Wealth Management..., Insurance, Investment Strategies, Wealth, Financial Planning, Investment Management, Equities, Valuation, Wealth Accumulation, Financial Analysis, Marketing, Securities, Due Diligence
Education
California State University-Long Beach 1996 — 2001
Bachelor of Science, Finance, Real Estate, and Law
California State University-Long Beach 1996 — 2001
Bachelor of Science, Information Systems E-Commerce
Los Alamitos HS 1992 — 1996
JST Investment Consulting May 2011 - Present
Toastmasters International 2012 - 2012
Ameriprise Financial Services, Inc. December 2001 - May 2011
Skills
Accredited Asset..., Chartered Retirement..., Accredited Wealth..., Asset Managment, Financial Planners, Plannning, Investments, Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, IRAs, Series 7, Risk Management, Asset Management, Financial Services, Leadership, Small Business, Portfolio Management, Business Strategy, CRM, Management, Finance, Retirement Planning, Wealth Management..., Insurance, Investment Strategies, Wealth, Financial Planning, Investment Management, Equities, Valuation, Wealth Accumulation, Financial Analysis, Marketing, Securities, Due Diligence
Education
California State University-Long Beach 1996 — 2001
Bachelor of Science, Finance, Real Estate, and Law
California State University-Long Beach 1996 — 2001
Bachelor of Science, Information Systems E-Commerce
Los Alamitos HS 1992 — 1996
Roberta Bautista Armijo, CFP(R) CLTC Roberta Bautista Armijo, CFP(R) CLTC's Ameriprise Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1989 - Present
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
California State University-Los Angeles
BS, Business Administration
Ameriprise Financial Services, Inc. 1989 - Present
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
California State University-Los Angeles
BS, Business Administration
Andrew Roeun's Ameriprise Financial Services, Inc. Experience May 2010 - October 2012
Job Regional Sales Vice President
Industry Insurance
Experience
MetLife July 2015 - Present
RiverSource October 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - October 2012
Sonic Automotive September 2007 - March 2010
Car Pros October 2005 - July 2007
Skills
Family Finances, Estate Planning..., Retirement Planning..., Saving for Edcuation, Investments, Series 7, Wealth, Equities, Disability Insurance, FINRA, Asset Managment, Series 63, 401k Rollovers, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Roth IRA, Personal Financial..., Life Insurance, Financial Services, Securities, Sales, Variable Annuities, Long Term Care Insurance, Investment Management, Bonds, Term Life Insurance, Long-term Care, Income Protection, Universal Life, Whole Life, Relationship Management, Estate Planning, Retirement Planning
Education
University of La Verne 2009 — 2010
Business Administration and Management, General, 4.0
California State University-Long Beach 2002 — 2005
Bachelor of Arts (B.A.), Economics
Long Beach City College 1999 — 2001
Associate's degree, Economics
MetLife July 2015 - Present
RiverSource October 2012 - Present
Ameriprise Financial Services, Inc. May 2010 - October 2012
Sonic Automotive September 2007 - March 2010
Car Pros October 2005 - July 2007
Skills
Family Finances, Estate Planning..., Retirement Planning..., Saving for Edcuation, Investments, Series 7, Wealth, Equities, Disability Insurance, FINRA, Asset Managment, Series 63, 401k Rollovers, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Roth IRA, Personal Financial..., Life Insurance, Financial Services, Securities, Sales, Variable Annuities, Long Term Care Insurance, Investment Management, Bonds, Term Life Insurance, Long-term Care, Income Protection, Universal Life, Whole Life, Relationship Management, Estate Planning, Retirement Planning
Education
University of La Verne 2009 — 2010
Business Administration and Management, General, 4.0
California State University-Long Beach 2002 — 2005
Bachelor of Arts (B.A.), Economics
Long Beach City College 1999 — 2001
Associate's degree, Economics
Jonathan Culbertson Jonathan Culbertson's Ameriprise Financial Services, Inc. Experience January 2014 - November 2014
Job Financial Solutions Advisor with Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Northwestern Mutual September 2014 - April 2015
Ameriprise Financial Services, Inc. January 2014 - November 2014
Merrill Lynch August 2011 - September 2012
Education
California State University-San Marcos - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Bank of America Merrill Lynch April 2015 - Present
Northwestern Mutual September 2014 - April 2015
Ameriprise Financial Services, Inc. January 2014 - November 2014
Merrill Lynch August 2011 - September 2012
Education
California State University-San Marcos - College of Business Administration 2010 — 2014
Bachelor's Degree, Business Administration - Finance
Montana Cohen Montana Cohen's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Exectuive Assistant
Industry Executive Office
Experience
California Pizza Kitchen 2011 - Present
Ameriprise Financial Services, Inc. January 2015 - Present
Basic Media Group March 2014 - November 2014
Art of the Dance Academy August 2005 - August 2012
American Eagle Outfitters November 2009 - August 2010
Skills
Highly personable, Social Media, Microsoft Office, Copy Editing, Patience, Customer Service, Academic Tutoring, Communication Skills, Customer Satisfaction, Teaching, Sales, Multi Tasking, Digital Humanities, Ballet, Communication
Education
CSUN 2010 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
California State University-Northridge 2010 — 2013
Bachelor's degree, English Language and Literature/Letters
California Pizza Kitchen 2011 - Present
Ameriprise Financial Services, Inc. January 2015 - Present
Basic Media Group March 2014 - November 2014
Art of the Dance Academy August 2005 - August 2012
American Eagle Outfitters November 2009 - August 2010
Skills
Highly personable, Social Media, Microsoft Office, Copy Editing, Patience, Customer Service, Academic Tutoring, Communication Skills, Customer Satisfaction, Teaching, Sales, Multi Tasking, Digital Humanities, Ballet, Communication
Education
CSUN 2010 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
California State University-Northridge 2010 — 2013
Bachelor's degree, English Language and Literature/Letters
Nicole Southern, CRPC® Nicole Southern, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Education
Cal State Fullerton 2006 — 2008
Bachelor's degree, Criminal Justice
Fullerton College 2004 — 2006
Associate of Arts (AA), Administration of Justice
Ameriprise Financial Services, Inc. April 2013 - Present
Education
Cal State Fullerton 2006 — 2008
Bachelor's degree, Criminal Justice
Fullerton College 2004 — 2006
Associate of Arts (AA), Administration of Justice
Ray Folckemer Ray Folckemer's Ameriprise Financial Services, Inc. Experience December 2006 - December 2008
Job Digital Marketing Coordinator
Industry Marketing and Advertising
Experience
Anchor Wave Internet Solutions, LLC. February 2015 - Present
LocalEdge May 2014 - December 2014
LocalEdge August 2013 - May 2014
LocalEdge October 2012 - August 2013
LocalEdge October 2011 - October 2012
LocalEdge November 2010 - October 2011
LocalEdge July 2010 - October 2010
LocalEdge January 2010 - June 2010
Yon K Corkum, An Ameriprise Platinum Financial Services® Practice January 2009 - December 2009
Ameriprise Financial Services, Inc. December 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Digital Marketing, Customer Service, Social Media Marketing, Social Media, Online Marketing, Management, Leadership, Google Adwords, Sales, Sales Management, Digital Media, Lead Generation, Online Advertising, SEM, SEO, Email Marketing
Education
Canisius College 2002 — 2006
Bachelor of Science (BS), Finance, General
Anchor Wave Internet Solutions, LLC. February 2015 - Present
LocalEdge May 2014 - December 2014
LocalEdge August 2013 - May 2014
LocalEdge October 2012 - August 2013
LocalEdge October 2011 - October 2012
LocalEdge November 2010 - October 2011
LocalEdge July 2010 - October 2010
LocalEdge January 2010 - June 2010
Yon K Corkum, An Ameriprise Platinum Financial Services® Practice January 2009 - December 2009
Ameriprise Financial Services, Inc. December 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Digital Marketing, Customer Service, Social Media Marketing, Social Media, Online Marketing, Management, Leadership, Google Adwords, Sales, Sales Management, Digital Media, Lead Generation, Online Advertising, SEM, SEO, Email Marketing
Education
Canisius College 2002 — 2006
Bachelor of Science (BS), Finance, General
Jonathan Pankow Jonathan Pankow's Ameriprise Financial Services, Inc. Experience May 2014 - April 2015
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - April 2015
Wealth Solutions Group June 2011 - May 2014
Christian Community Credit Union September 2004 - January 2012
UMe Credit Union April 2003 - September 2004
Orange County's Credit Union 1998 - 2003
Education
California State University-Fullerton 2000 — 2004
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch April 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - April 2015
Wealth Solutions Group June 2011 - May 2014
Christian Community Credit Union September 2004 - January 2012
UMe Credit Union April 2003 - September 2004
Orange County's Credit Union 1998 - 2003
Education
California State University-Fullerton 2000 — 2004
Bachelor of Arts (B.A.)
MARK KELLER's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Content Delivery Specialist at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Keller Kreative Marketing May 2010 - Present
Celarity March 2013 - January 2014
St. Cloud Technical and Community College January 2012 - December 2012
Preferred Credit, Inc. January 2011 - December 2011
HatlingFlint March 2010 - October 2010
Minnesota State University Moorhead January 2008 - June 2009
Skills
Copywriting, Advertising, Social Media, Public Relations, Adobe Creative Suite, Event Planning, InDesign, Social Media Marketing, Video, Microsoft Office, Photography, Web Design, Marketing Strategy, Graphic Design, Photoshop, Final Cut Pro, Illustrator, Editing, Facebook, Brand Development, Graphics, Copy Editing, Layout, Mac, Typography, Creative Direction, Marketing, Direct Mail, Online Advertising, Videography, Technical Writing, Press Releases
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Advertising
California State University-Northridge
North Dakota State University
Public Relations, Advertising, and Applied Communication
Ameriprise Financial Services, Inc. May 2014 - Present
Keller Kreative Marketing May 2010 - Present
Celarity March 2013 - January 2014
St. Cloud Technical and Community College January 2012 - December 2012
Preferred Credit, Inc. January 2011 - December 2011
HatlingFlint March 2010 - October 2010
Minnesota State University Moorhead January 2008 - June 2009
Skills
Copywriting, Advertising, Social Media, Public Relations, Adobe Creative Suite, Event Planning, InDesign, Social Media Marketing, Video, Microsoft Office, Photography, Web Design, Marketing Strategy, Graphic Design, Photoshop, Final Cut Pro, Illustrator, Editing, Facebook, Brand Development, Graphics, Copy Editing, Layout, Mac, Typography, Creative Direction, Marketing, Direct Mail, Online Advertising, Videography, Technical Writing, Press Releases
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Advertising
California State University-Northridge
North Dakota State University
Public Relations, Advertising, and Applied Communication
Joey Occhipinti's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Business Development Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Verra April 2013 - Present
Celoseal Roofing, Inc. October 2014 - July 2015
Crossfit 714 August 2012 - September 2014
Viele and Sons June 2010 - September 2010
Chick's Sporting Goods October 2004 - August 2009
Skills
Computer Proficiency, Leadership, Fresh Ideas, Friendly Personality, Humor, Strength & Conditioning, Olympic Lifting, Communication, Time Management, Organization, Teamwork, Retail, Microsoft Word, Customer Satisfaction, Microsoft Excel, Customer Service, Networking, Social Networking, Sales, Marketing, PowerPoint, Facebook, Strategy, Market Research, Financial Analysis, Training, Analysis, Finance, Management
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fullerton College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Esperanza High School 2004 — 2008
High School Diploma, High School Diploma
Ameriprise Financial Services, Inc. August 2015 - Present
Verra April 2013 - Present
Celoseal Roofing, Inc. October 2014 - July 2015
Crossfit 714 August 2012 - September 2014
Viele and Sons June 2010 - September 2010
Chick's Sporting Goods October 2004 - August 2009
Skills
Computer Proficiency, Leadership, Fresh Ideas, Friendly Personality, Humor, Strength & Conditioning, Olympic Lifting, Communication, Time Management, Organization, Teamwork, Retail, Microsoft Word, Customer Satisfaction, Microsoft Excel, Customer Service, Networking, Social Networking, Sales, Marketing, PowerPoint, Facebook, Strategy, Market Research, Financial Analysis, Training, Analysis, Finance, Management
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fullerton College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Esperanza High School 2004 — 2008
High School Diploma, High School Diploma
Lori Shafer's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Aston Hotels & Resorts October 2011 - Present
Keolis Transit America, Inc October 2011 - Present
Keolis Transit America, Inc October 2012 - April 2014
Lake Tahoe Accommodations March 2012 - April 2014
Aramark January 2008 - April 2014
Keolis Transit America, Inc April 2012 - October 2012
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Management, Administration, Financial Statements, Payroll, Team Building, Operations Management, Finance, Accounts Payable, Outlook, Process Scheduler, Accounting
Education
California State University-Sacramento 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lake Tahoe Community College 2009 — 2014
Accounting, Accounting and Finance
Ameriprise Financial Services, Inc. July 2015 - Present
Aston Hotels & Resorts October 2011 - Present
Keolis Transit America, Inc October 2011 - Present
Keolis Transit America, Inc October 2012 - April 2014
Lake Tahoe Accommodations March 2012 - April 2014
Aramark January 2008 - April 2014
Keolis Transit America, Inc April 2012 - October 2012
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Management, Administration, Financial Statements, Payroll, Team Building, Operations Management, Finance, Accounts Payable, Outlook, Process Scheduler, Accounting
Education
California State University-Sacramento 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lake Tahoe Community College 2009 — 2014
Accounting, Accounting and Finance
Alison Vento's Ameriprise Financial Services, Inc. Experience July 2006 - July 2012
Job Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Ameriprise Financial Services, Inc. July 2006 - July 2012
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Personal Tax Planning, Wealth Accumulation..., Portfolio Management, Retirement, Financial Goals, Financial Analysis, Series 7, IRAs, 401k Rollovers, Fixed Annuities, Wealth, Long-term Care, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Fixed Income, Investments, Financial Planning, Investment Strategies, Asset Management, Banking
Education
California State University-Northridge 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business & Economics
Merrill Edge August 2012 - Present
Ameriprise Financial Services, Inc. July 2006 - July 2012
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Personal Tax Planning, Wealth Accumulation..., Portfolio Management, Retirement, Financial Goals, Financial Analysis, Series 7, IRAs, 401k Rollovers, Fixed Annuities, Wealth, Long-term Care, Financial Services, Mutual Funds, Leadership, Wealth Management, Asset Allocation, Fixed Income, Investments, Financial Planning, Investment Strategies, Asset Management, Banking
Education
California State University-Northridge 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business & Economics
Joyce Frenzel Joyce Frenzel's Ameriprise Financial Services, Inc. Experience August 2007 - May 2008
Job
Industry Consumer Goods
Experience
KCK Industries, Inc. February 2014 - Present
Eco-Me May 2008 - January 2014
Ameriprise Financial Services, Inc. August 2007 - May 2008
Bank of America May 2007 - August 2007
Bally Total Fitness November 2000 - February 2006
Skills
Customer Service, Human Resources, Leadership, Management, Microsoft Office, Recruiting, Sales, Strategic Planning
Education
California State University-Long Beach 1998 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Jose State University 1997 — 1998
Bachelor's degree, Aeronautics/Aviation/Aerospace Science and Technology, General
KCK Industries, Inc. February 2014 - Present
Eco-Me May 2008 - January 2014
Ameriprise Financial Services, Inc. August 2007 - May 2008
Bank of America May 2007 - August 2007
Bally Total Fitness November 2000 - February 2006
Skills
Customer Service, Human Resources, Leadership, Management, Microsoft Office, Recruiting, Sales, Strategic Planning
Education
California State University-Long Beach 1998 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Jose State University 1997 — 1998
Bachelor's degree, Aeronautics/Aviation/Aerospace Science and Technology, General
Rachel Smoot Rachel Smoot's Ameriprise Financial Services, Inc. Experience December 2011 - August 2013
Job Residential Program Assistant at Center For Talented Youth (Johns Hopkins University)
Industry Mental Health Care
Experience
Center For Talented Youth (Johns Hopkins University) June 2015 - Present
TWLOHA Inc. January 2015 - May 2015
The Social Enrichment Center August 2014 - December 2014
Ameriprise Financial Services, Inc. December 2011 - August 2013
Skills
Community Outreach, Nonprofits
Education
Temple University 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Camden County College 2011 — 2013
Associate of Arts (A.A.), Psychology
Pennsauken High
Pennsauken High
Center For Talented Youth (Johns Hopkins University) June 2015 - Present
TWLOHA Inc. January 2015 - May 2015
The Social Enrichment Center August 2014 - December 2014
Ameriprise Financial Services, Inc. December 2011 - August 2013
Skills
Community Outreach, Nonprofits
Education
Temple University 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Camden County College 2011 — 2013
Associate of Arts (A.A.), Psychology
Pennsauken High
Pennsauken High
Francine VerHagen, MBA's Ameriprise Financial Services, Inc. Experience October 2006 - October 2007
Job Compliance Professional
Industry Financial Services
Experience
HSBC July 2015 - Present
AXA Advisors October 2013 - June 2015
L&M Financial June 2008 - October 2013
Prudential Financial December 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - October 2007
Subway June 2004 - October 2006
Skills
Microsoft Excel, Social Media, Social Networking, Microsoft Office, PowerPoint, Business Planning, Microsoft Word, Team Leadership, Critical Thinking, Customer Service, Data Analysis, Financial Analysis, Finance, Team Building, Financial Reporting, Administrative..., Uniform Combined State..., Morningstar, Research, Statistics, Insurance, Economics, Public Speaking
Education
Canisius College 2011 — 2012
Master of Business Administration (MBA), Business Administration
Hobart and William Smith Colleges 2002 — 2006
Bachelor's degree, Economics
Nichols
HSBC July 2015 - Present
AXA Advisors October 2013 - June 2015
L&M Financial June 2008 - October 2013
Prudential Financial December 2007 - March 2008
Ameriprise Financial Services, Inc. October 2006 - October 2007
Subway June 2004 - October 2006
Skills
Microsoft Excel, Social Media, Social Networking, Microsoft Office, PowerPoint, Business Planning, Microsoft Word, Team Leadership, Critical Thinking, Customer Service, Data Analysis, Financial Analysis, Finance, Team Building, Financial Reporting, Administrative..., Uniform Combined State..., Morningstar, Research, Statistics, Insurance, Economics, Public Speaking
Education
Canisius College 2011 — 2012
Master of Business Administration (MBA), Business Administration
Hobart and William Smith Colleges 2002 — 2006
Bachelor's degree, Economics
Nichols
Becky Meeks Becky Meeks's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ledford Financial January 2003 - September 2014
Skills
Customer Service, Event Planning, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service..., Customer Service..., Operational Efficiency, Call Center Development, Team Building, Global Operations, Customer Satisfaction, Hospitality, Strategic Planning, Purchasing, Income Statement, Call Center, Process Scheduler
Education
California University of Pennsylvania 1980 — 1984
Ameriprise Financial Services, Inc. September 2014 - Present
Ledford Financial January 2003 - September 2014
Skills
Customer Service, Event Planning, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service..., Customer Service..., Operational Efficiency, Call Center Development, Team Building, Global Operations, Customer Satisfaction, Hospitality, Strategic Planning, Purchasing, Income Statement, Call Center, Process Scheduler
Education
California University of Pennsylvania 1980 — 1984
Andrew Lemkuil Andrew Lemkuil's Ameriprise Financial Services, Inc. Experience August 2009 - Present
Job
Industry Internet
Experience
Ameriprise Financial Services, Inc. August 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - August 2009
Landscape Structures, Inc. January 2003 - October 2006
Unified Computer Solutions January 2002 - February 2003
Sopheon May 2000 - December 2001
Sopheon 1998 - May 2000
Skills
Digital Marketing, Web Development, Strategic Leadership, Project Planning, Web Analytics, Strategic Planning, Strategy, CRM, Email Marketing, Marketing Strategy, Analytics, Business Analysis, Content Management, E-commerce, Interactive Marketing, SEO, Mobile Applications, Vendor Management, Information Architecture, Project Management, Website Development, Creative Direction, Social Media, User Experience, Multi-channel Marketing, Digital Strategy, Leadership, Management
Education
Calvin College 1992 — 1996
BA
Ameriprise Financial Services, Inc. August 2009 - Present
Ameriprise Financial Services, Inc. October 2006 - August 2009
Landscape Structures, Inc. January 2003 - October 2006
Unified Computer Solutions January 2002 - February 2003
Sopheon May 2000 - December 2001
Sopheon 1998 - May 2000
Skills
Digital Marketing, Web Development, Strategic Leadership, Project Planning, Web Analytics, Strategic Planning, Strategy, CRM, Email Marketing, Marketing Strategy, Analytics, Business Analysis, Content Management, E-commerce, Interactive Marketing, SEO, Mobile Applications, Vendor Management, Information Architecture, Project Management, Website Development, Creative Direction, Social Media, User Experience, Multi-channel Marketing, Digital Strategy, Leadership, Management
Education
Calvin College 1992 — 1996
BA
Janice Hibbs Janice Hibbs's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
PHH Mortgage June 2012 - July 2013
D'Anastasio Corp. December 1988 - October 2008
Skills
Sales, Team Leadership, Process Improvement, Customer Service, Coaching, Public Speaking, Account Management, Customer Satisfaction
Education
Camden County College
AAS, Business Management
Ameriprise Financial Services, Inc. January 2010 - Present
PHH Mortgage June 2012 - July 2013
D'Anastasio Corp. December 1988 - October 2008
Skills
Sales, Team Leadership, Process Improvement, Customer Service, Coaching, Public Speaking, Account Management, Customer Satisfaction
Education
Camden County College
AAS, Business Management
Erik B. Ibsen, CFP®, CRPC® Erik B. Ibsen, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™: Financial Advisor. Disciplined Planning Approach with Personalized Service
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch July 2007 - June 2012
A.G. Edwards July 2006 - July 2007
Skills
Investments, Retirement Planning, Finance, Retirement
Education
California State University-Long Beach 1996 — 1997
Master of Arts, Political Science/International Relations
University of Copenhagen 1996 — 1996
Diploma, International Political Economy
California State University-Long Beach 1994 — 1996
Bachelor of Arts, Political Science/International Relations
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch July 2007 - June 2012
A.G. Edwards July 2006 - July 2007
Skills
Investments, Retirement Planning, Finance, Retirement
Education
California State University-Long Beach 1996 — 1997
Master of Arts, Political Science/International Relations
University of Copenhagen 1996 — 1996
Diploma, International Political Economy
California State University-Long Beach 1994 — 1996
Bachelor of Arts, Political Science/International Relations
Daniel Soong's Ameriprise Financial Services, Inc. Experience
Job Accounting and Finance
Industry Banking
Experience
Confidential 2011 — 2011
Skills
Financial Analysis, Revenue Analysis, Strategic Planning, Financial Modeling, Variance Analysis, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Budgeting, Forecasting, Team Management, Corporate FP&A, Economic Modeling, Statistical Data...
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Strategic Management
Copenhagen Business School 2014 — 2014
International Economics
Confidential 2011 — 2011
Skills
Financial Analysis, Revenue Analysis, Strategic Planning, Financial Modeling, Variance Analysis, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Budgeting, Forecasting, Team Management, Corporate FP&A, Economic Modeling, Statistical Data...
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Strategic Management
Copenhagen Business School 2014 — 2014
International Economics
Brandon Perkins's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Information Security Professional/Expert
Industry Computer & Network Security
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Mayo Clinic August 2013 - November 2014
University of Minnesota March 2013 - July 2013
Best Buy November 2011 - March 2013
Wipro Technologies August 2010 - November 2011
UnitedHealth Group 2006 - August 2010
Northrop Grumman IT April 2005 - September 2006
Mantech International Corp December 2004 - April 2005
Mantech International Corp May 2004 - December 2004
United States Air Force August 1996 - May 2004
Skills
Computer Forensics, Security Operations, Risk Mitigation, Information Assurance, CISSP, Information Security..., Risk Management, Incident Handling, Security, Incident Response, Computer Security, Information Security, Network Security, Risk Assessment, Integration, Firewalls, Penetration Testing, VPN, Security Architecture..., Information Technology, IPS, System Administration, Vulnerability Assessment, Governance, PCI DSS
Education
Capella University 2007 — 2016
Doctor of Philosophy (Ph.D.), Information Technology
University of Phoenix 2004 — 2006
MBA, eBusiness
Embry-Riddle Aeronautical University 2001 — 2004
BS, Professional aeronautics
Ameriprise Financial Services, Inc. December 2014 - Present
Mayo Clinic August 2013 - November 2014
University of Minnesota March 2013 - July 2013
Best Buy November 2011 - March 2013
Wipro Technologies August 2010 - November 2011
UnitedHealth Group 2006 - August 2010
Northrop Grumman IT April 2005 - September 2006
Mantech International Corp December 2004 - April 2005
Mantech International Corp May 2004 - December 2004
United States Air Force August 1996 - May 2004
Skills
Computer Forensics, Security Operations, Risk Mitigation, Information Assurance, CISSP, Information Security..., Risk Management, Incident Handling, Security, Incident Response, Computer Security, Information Security, Network Security, Risk Assessment, Integration, Firewalls, Penetration Testing, VPN, Security Architecture..., Information Technology, IPS, System Administration, Vulnerability Assessment, Governance, PCI DSS
Education
Capella University 2007 — 2016
Doctor of Philosophy (Ph.D.), Information Technology
University of Phoenix 2004 — 2006
MBA, eBusiness
Embry-Riddle Aeronautical University 2001 — 2004
BS, Professional aeronautics
Alan Torrey's Ameriprise Financial Services, Inc. Experience January 2008 - Present
Job Regional Risk Supervisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2008 - Present
Smith Barney July 2005 - June 2007
Charles Schwab August 1993 - April 2005
Education
California State University-East Bay 1988 — 1992
Finance, General
Ameriprise Financial Services, Inc. January 2008 - Present
Smith Barney July 2005 - June 2007
Charles Schwab August 1993 - April 2005
Education
California State University-East Bay 1988 — 1992
Finance, General
Joel E. Boyce, CRPC's Ameriprise Financial Services, Inc. Experience March 1998 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1998 - Present
Education
California State University-Northridge
Ameriprise Financial Services, Inc. March 1998 - Present
Education
California State University-Northridge
Nain Perez's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Ameriprise Financial Services, Inc. August 2014 - Present
Merrill Edge October 2011 - August 2014
E*TRADE Financial Corporation May 2011 - September 2011
VALIC February 2008 - May 2011
Ameriprise Financial Services, Inc. January 2005 - November 2007
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1997
Kevan Ramezani's Ameriprise Financial Services, Inc. Experience January 2012 - June 2013
Job Director of Operations at Ramco Capital
Industry Financial Services
Experience
Ramco Capital April 2014 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2013
ACSC June 2010 - September 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Skills
Financial Analysis, Customer Service, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Access, Investments, Outlook, Data Analysis, Process Improvement, Business Strategy, Asset Managment, Analysis, Morningstar, Social Media Marketing, Time Management, Facebook, Financial Reporting, Information Technology, Team Leadership, Research, Data Entry, Financial Modeling, Asset Allocation, Strategic Planning, Market Research, New Business Development, Retirement, Software Documentation, Administrative..., Social Media, Teamwork, Leadership, Management, Budgets
Education
California State University-Fullerton - College of Business and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ramco Capital April 2014 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2013
ACSC June 2010 - September 2011
Ameriprise Financial Services, Inc. June 2010 - January 2011
Skills
Financial Analysis, Customer Service, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Access, Investments, Outlook, Data Analysis, Process Improvement, Business Strategy, Asset Managment, Analysis, Morningstar, Social Media Marketing, Time Management, Facebook, Financial Reporting, Information Technology, Team Leadership, Research, Data Entry, Financial Modeling, Asset Allocation, Strategic Planning, Market Research, New Business Development, Retirement, Software Documentation, Administrative..., Social Media, Teamwork, Leadership, Management, Budgets
Education
California State University-Fullerton - College of Business and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Larry Lessley's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Chip Grinkmeyer's Ameriprise Financial Services, Inc. Experience May 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1998 - Present
New England Financial March 1996 - April 1998
Subway June 1990 - April 1996
Education
Calvin College 1988 — 1992
BA in Business and Finance
Ameriprise Financial Services, Inc. May 1998 - Present
New England Financial March 1996 - April 1998
Subway June 1990 - April 1996
Education
Calvin College 1988 — 1992
BA in Business and Finance
Benjamin Hester's Ameriprise Financial Services, Inc. Experience August 2001 - Present
Job Financial Advisor, Associate Vice President Ameriprise at Financial Services,Inc.CA Ins.Lic.0B83308; AR Ins. Lic. 700782
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2001 - Present
Ameripirse Financial Services, Inc. June 2003 - May 2009
Education
California State University-Sacramento 1984 — 1987
Business Administration
Orange Coast College 1980 — 1982
AA, Business
Ameriprise Financial Services, Inc. August 2001 - Present
Ameripirse Financial Services, Inc. June 2003 - May 2009
Education
California State University-Sacramento 1984 — 1987
Business Administration
Orange Coast College 1980 — 1982
AA, Business
Justin Lavender, APMA®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Associate Financial Advisor at Waugh, Lavender & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Individual & Family Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - Present
Ace Carpet Care and Janitorial LLC March 2009 - July 2012
Education
Cameron University 2012 — 2019
Finance, General
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor
College for Financial Planning 2014 — 2014
Accredited Portfolio Management Advisor
Great Plains Technology Center 2002 — 2003
Telecommunications Technology/Technician
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. August 2012 - Present
Ace Carpet Care and Janitorial LLC March 2009 - July 2012
Education
Cameron University 2012 — 2019
Finance, General
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor
College for Financial Planning 2014 — 2014
Accredited Portfolio Management Advisor
Great Plains Technology Center 2002 — 2003
Telecommunications Technology/Technician
Sunick Berkezian's Ameriprise Financial Services, Inc. Experience September 2009 - March 2010
Job Marketing Director at Creative Zone, LLC
Industry Financial Services
Experience
Creative Zone, LLC February 2012 - Present
US Bank April 2011 - April 2013
Ameriprise Financial Services, Inc. September 2009 - March 2010
Skills
Financial Modeling, Portfolio Management, Credit, Investments, Series 7, Credit Analysis, Financial Analysis, Wealth Management, Banking
Education
California State University-Northridge 2008 — 2010
Bachelor of Science (B.S.), Finance
Creative Zone, LLC February 2012 - Present
US Bank April 2011 - April 2013
Ameriprise Financial Services, Inc. September 2009 - March 2010
Skills
Financial Modeling, Portfolio Management, Credit, Investments, Series 7, Credit Analysis, Financial Analysis, Wealth Management, Banking
Education
California State University-Northridge 2008 — 2010
Bachelor of Science (B.S.), Finance
Cecilia Lacerda's Ameriprise Financial Services, Inc. Experience August 2006 - May 2011
Job Administrative Assistant
Industry Events Services
Experience
York Risk Services Group February 2013 - October 2014
AppleOne Employment Services November 2012 - February 2013
Rose International May 2012 - September 2012
Randstad June 2011 - May 2012
Ameriprise Financial Services, Inc. August 2006 - May 2011
Skills
Administrative...
Education
California State University-Long Beach 2003 — 2009
Bachelor's Degree, Bachelor of Science in Finance
York Risk Services Group February 2013 - October 2014
AppleOne Employment Services November 2012 - February 2013
Rose International May 2012 - September 2012
Randstad June 2011 - May 2012
Ameriprise Financial Services, Inc. August 2006 - May 2011
Skills
Administrative...
Education
California State University-Long Beach 2003 — 2009
Bachelor's Degree, Bachelor of Science in Finance
Casey Hatcher's Ameriprise Financial Services, Inc. Experience May 2008 - August 2013
Job Partner / Financial Advisor at Stone Hatcher Financial
Industry Financial Services
Experience
Stone Hatcher Financial August 2013 - Present
Ameriprise Financial Services, Inc. May 2008 - August 2013
Target March 2003 - April 2008
Education
California State University-Long Beach 2002 — 2007
Bachelor of Arts (B.A.), Consumer Affairs
Harrington
Stone Hatcher Financial August 2013 - Present
Ameriprise Financial Services, Inc. May 2008 - August 2013
Target March 2003 - April 2008
Education
California State University-Long Beach 2002 — 2007
Bachelor of Arts (B.A.), Consumer Affairs
Harrington
Sandra Caprine-Esquer's Ameriprise Financial Services, Inc. Experience 1990 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1990 - Present
TRW April 1972 - June 1990
Education
California State University-San Bernardino
BS, MBA, Business Management
Ameriprise Financial Services, Inc. 1990 - Present
TRW April 1972 - June 1990
Education
California State University-San Bernardino
BS, MBA, Business Management
Ivory Shanae's Ameriprise Financial Services, Inc. Experience May 2011 - June 2012
Job ACE Risk Management Underwriter at ACE Group
Industry Financial Services
Experience
ACE Group April 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - June 2012
Coach, Inc 2007 - 2011
DreamGirls Fine Hair Imports 2007 - 2010
California Department of Justice 2006 - 2007
Skills
Paraplanning, Financial Services, Communication, Customer Service, Leadership, Organization, Teamwork, Office Management, Quality Management, Problem Solving, Retail, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Access, Lotus Notes
Education
California State University-Sacramento 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
ACE Group April 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - June 2012
Coach, Inc 2007 - 2011
DreamGirls Fine Hair Imports 2007 - 2010
California Department of Justice 2006 - 2007
Skills
Paraplanning, Financial Services, Communication, Customer Service, Leadership, Organization, Teamwork, Office Management, Quality Management, Problem Solving, Retail, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Access, Lotus Notes
Education
California State University-Sacramento 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Culp's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Account Executive at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Charles Schwab July 2012 - June 2014
T. Rowe Price January 2011 - June 2012
CSAA January 2007 - January 2011
Skills
Property & Casualty..., Insurance, Investments, Life Insurance, Stock Market, stocks, Bonds, Retirement Planning, Retirement, Retirement Plan..., Qualified Retirement..., Financial Advisory, IRAs
Education
University of Colorado Colorado Springs 2014 — 2018
Finance
Regis University 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Calvin College 1999 — 2001
Ameriprise Financial Services, Inc. June 2014 - Present
Charles Schwab July 2012 - June 2014
T. Rowe Price January 2011 - June 2012
CSAA January 2007 - January 2011
Skills
Property & Casualty..., Insurance, Investments, Life Insurance, Stock Market, stocks, Bonds, Retirement Planning, Retirement, Retirement Plan..., Qualified Retirement..., Financial Advisory, IRAs
Education
University of Colorado Colorado Springs 2014 — 2018
Finance
Regis University 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Calvin College 1999 — 2001
Todd English's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Self September 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - November 2014
Allianz Life May 2011 - August 2013
Ameriprise Financial Services, Inc. December 2006 - May 2011
Skills
Mutual Funds, FINRA, Series 7, Series 24, Securities, Variable Annuities, Options, ETFs, Equities, Fixed Annuities, AML, Financial Services, Stocks, Investment Strategies, IRAs, Fixed Income, Investments, Investment Advisory, Retirement, Series 6, Series 63, Series 65, Wealth Management, Insurance
Education
California State University-Chico
B.A., International Relations
Oregon State University
Self September 2015 - Present
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - November 2014
Allianz Life May 2011 - August 2013
Ameriprise Financial Services, Inc. December 2006 - May 2011
Skills
Mutual Funds, FINRA, Series 7, Series 24, Securities, Variable Annuities, Options, ETFs, Equities, Fixed Annuities, AML, Financial Services, Stocks, Investment Strategies, IRAs, Fixed Income, Investments, Investment Advisory, Retirement, Series 6, Series 63, Series 65, Wealth Management, Insurance
Education
California State University-Chico
B.A., International Relations
Oregon State University
Trey Solomon's Ameriprise Financial Services, Inc. Experience 1993 - 1996
Job Vice President Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Fidelity Investments July 2013 - Present
Charles Schwab / Charles Schwab Bank 2008 - 2013
Charles Schwab 1996 - 2007
Ameriprise Financial Services, Inc. 1993 - 1996
Skills
Series 63, Series 7, Wealth Management, Financial Services, Securities, Retirement Planning, Strategic Financial...
Education
California State University-Chico
Economics
Eric Fairbanks, CFP®, AAMS®, ChFC®'s Ameriprise Financial Services, Inc. Experience September 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1993 - Present
Education
California State University-Long Beach - College of Business Administration 1989 — 1992
Ameriprise Financial Services, Inc. September 1993 - Present
Education
California State University-Long Beach - College of Business Administration 1989 — 1992
Manezia Noorzay's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job Finance Graduate
Industry Accounting
Experience
Aware Products May 2013 - December 2013
Aware Products June 2012 - April 2013
Ameriprise Financial Services, Inc. August 2011 - December 2011
Noorzay Family Daycare January 2006 - July 2011
Skills
Financial Planning, Microsoft Office, Accounts Payable, Accounts Receivable, Budgeting, Forecasting, Retirement Planning, Investments, Quickbooks, Budgets
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (BS), Finance
Los Angeles Pierce College 2007 — 2009
Associate of Arts (A.A.), Finance, General
Aware Products May 2013 - December 2013
Aware Products June 2012 - April 2013
Ameriprise Financial Services, Inc. August 2011 - December 2011
Noorzay Family Daycare January 2006 - July 2011
Skills
Financial Planning, Microsoft Office, Accounts Payable, Accounts Receivable, Budgeting, Forecasting, Retirement Planning, Investments, Quickbooks, Budgets
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (BS), Finance
Los Angeles Pierce College 2007 — 2009
Associate of Arts (A.A.), Finance, General
Lura Sadell Diaz's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Assurant May 2010 - May 2012
Skills
Vendor Management, Visio, Insurance, Call Centers, Process Improvement, Call Center, Analysis
Education
Cameron University 2009 — 2011
MBA, Business
Park University 2002 — 2008
Undergrad, Business/Human Resources
Ameriprise Financial Services, Inc. April 2012 - Present
Assurant May 2010 - May 2012
Skills
Vendor Management, Visio, Insurance, Call Centers, Process Improvement, Call Center, Analysis
Education
Cameron University 2009 — 2011
MBA, Business
Park University 2002 — 2008
Undergrad, Business/Human Resources
Rachel Navai's Ameriprise Financial Services, Inc. Experience February 2010 - May 2010
Job Weight Loss Counselor at Slimgenics
Industry Health, Wellness and Fitness
Experience
Slimgenics May 2010 - Present
Macy's November 2008 - January 2011
Ameriprise Financial Services, Inc. February 2010 - May 2010
REMSA March 2009 - January 2010
U.S. Bank June 2008 - October 2008
Wells Fargo October 1999 - October 2006
Skills
PowerPoint, Event Planning, Outlook, Wellness, Customer Service, Public Speaking, Data Entry, Cpr Certified, Leadership, Nutrition, Fitness, Microsoft Word, Microsoft Office, Community Outreach, Cashiering, Healthcare, Sales, Team Building, Time Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Slimgenics May 2010 - Present
Macy's November 2008 - January 2011
Ameriprise Financial Services, Inc. February 2010 - May 2010
REMSA March 2009 - January 2010
U.S. Bank June 2008 - October 2008
Wells Fargo October 1999 - October 2006
Skills
PowerPoint, Event Planning, Outlook, Wellness, Customer Service, Public Speaking, Data Entry, Cpr Certified, Leadership, Nutrition, Fitness, Microsoft Word, Microsoft Office, Community Outreach, Cashiering, Healthcare, Sales, Team Building, Time Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Brian M. Probst's Ameriprise Financial Services, Inc. Experience October 2011 - February 2014
Job Vice President | Financial Advisor Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Probst & Associates June 2001 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2014
JPMorgan Chase November 2009 - October 2011
Morgan Stanley October 1992 - November 2009
Education
Wharton School of Business
Executive Education
California State University-Sacramento
Bachelor of Science, Business - Finance
California State University-Sacramento
Bachelor of Arts, Economics
Merrill Lynch February 2014 - Present
Probst & Associates June 2001 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2014
JPMorgan Chase November 2009 - October 2011
Morgan Stanley October 1992 - November 2009
Education
Wharton School of Business
Executive Education
California State University-Sacramento
Bachelor of Science, Business - Finance
California State University-Sacramento
Bachelor of Arts, Economics
Laura Devine's Ameriprise Financial Services, Inc. Experience September 2005 - June 2007
Job Senior Customer Service Representative at Medtronic
Industry Medical Devices
Experience
Medtronic CRHF June 2007 - Present
Medtronic June 2007 - Present
Olive Garden / Darden Restaurants July 2004 - September 2010
Ameriprise Financial Services, Inc. September 2005 - June 2007
Symbol Technologies June 2003 - June 2004
Carr Business Systems April 2003 - June 2004
AT&T July 1996 - March 2002
Skills
Project Leader, First Responder, First Aid, Customer Oriented, Customer Follow-up, Follow Through, Process Improvement, Financial Analysis, Management, Account Management, Change Management, Sales, Restaurant Management, New Restaurant Openings, Restructuring, SAP Implementation, People-oriented, Motivated self-starter, Talent Acquisition, Contract Recruitment, Inventory Analysis
Education
University at Buffalo 1987 — 1989
BACHELOR OF SCIENCE, MARKETING/BUSINESS
Canisius College 1986 — 1987
TRANSFER, BUSINESS
Erie Community College 1984 — 1986
UNIVERSITY TRANSFER, BUSINESS
Medtronic CRHF June 2007 - Present
Medtronic June 2007 - Present
Olive Garden / Darden Restaurants July 2004 - September 2010
Ameriprise Financial Services, Inc. September 2005 - June 2007
Symbol Technologies June 2003 - June 2004
Carr Business Systems April 2003 - June 2004
AT&T July 1996 - March 2002
Skills
Project Leader, First Responder, First Aid, Customer Oriented, Customer Follow-up, Follow Through, Process Improvement, Financial Analysis, Management, Account Management, Change Management, Sales, Restaurant Management, New Restaurant Openings, Restructuring, SAP Implementation, People-oriented, Motivated self-starter, Talent Acquisition, Contract Recruitment, Inventory Analysis
Education
University at Buffalo 1987 — 1989
BACHELOR OF SCIENCE, MARKETING/BUSINESS
Canisius College 1986 — 1987
TRANSFER, BUSINESS
Erie Community College 1984 — 1986
UNIVERSITY TRANSFER, BUSINESS
Cameron Tatsch's Ameriprise Financial Services, Inc. Experience June 2006 - January 2011
Job IT Consultant at Salient IT
Industry Information Technology and Services
Experience
Salient IT October 2013 - Present
Self-employed January 2011 - Present
Ameriprise Financial Services, Inc. June 2006 - January 2011
Skills
IT Solutions, IT Infrastructure Design, Business Analysis, Management, Project Management, IT Strategy, Process Improvement, Microsoft Office, Program Management, ITIL, Disaster Recovery, Microsoft Excel, IT Operations
Education
CSU Sacramento 2005 — 2007
Salient IT October 2013 - Present
Self-employed January 2011 - Present
Ameriprise Financial Services, Inc. June 2006 - January 2011
Skills
IT Solutions, IT Infrastructure Design, Business Analysis, Management, Project Management, IT Strategy, Process Improvement, Microsoft Office, Program Management, ITIL, Disaster Recovery, Microsoft Excel, IT Operations
Education
CSU Sacramento 2005 — 2007
Raphael Dunn's Ameriprise Financial Services, Inc. Experience April 2012 - October 2012
Job Warehouse Associate at Pep Boys
Industry Financial Services
Experience
Pep Boys November 2013 - Present
Ameriprise Financial Services, Inc. April 2012 - October 2012
California State University, San Bernardino September 2011 - February 2012
Skills
Public Speaking, Social Media, Team Leadership, Leadership Development, Microsoft Office, Social Networking, Filing, Technology, Microsoft Excel, PowerPoint, Live Sound, Clerical Work, Administrative Work, Social Skills, Warehouse Control, Order Picking, Order Processing
Education
CSUSB 2010 — 2015
Bachelor of Arts (BA), Mass Communication/Media Studies
Brawley Union High School 2006 — 2010
High School Diploma, Regular/General High School/Secondary Diploma Program, 3.8
Pep Boys November 2013 - Present
Ameriprise Financial Services, Inc. April 2012 - October 2012
California State University, San Bernardino September 2011 - February 2012
Skills
Public Speaking, Social Media, Team Leadership, Leadership Development, Microsoft Office, Social Networking, Filing, Technology, Microsoft Excel, PowerPoint, Live Sound, Clerical Work, Administrative Work, Social Skills, Warehouse Control, Order Picking, Order Processing
Education
CSUSB 2010 — 2015
Bachelor of Arts (BA), Mass Communication/Media Studies
Brawley Union High School 2006 — 2010
High School Diploma, Regular/General High School/Secondary Diploma Program, 3.8
Giancarlo Gavino's Ameriprise Financial Services, Inc. Experience July 2004 - March 2006
Job National Fleet & Transportation Safety Manager at Apria Healthcare
Industry Hospital & Health Care
Experience
Apria Healthcare September 2013 - Present
Apria Healthcare March 2011 - September 2013
Apria Healthcare April 2010 - March 2011
Apria Healthcare January 2008 - April 2010
UnitedHealth Group January 2007 - January 2008
UnitedHealth Group October 2006 - January 2007
Waddell & Reed May 2006 - September 2006
Ameriprise Financial Services, Inc. July 2004 - March 2006
Skills
Forecasting, Data Analysis, Logistics, Risk Management, Project Planning, Transportation, Fleet Management, Project Management, Negotiation, Transportation..., Business Analysis, Business Strategy, P&L Management, Access Database, MS Excel Pivot Tables, Cost Management, Fleet Operations, DOT, Driver Training, Dashboard Builder, CSA 2010, DOT Compliance, HOS Compliance, Drug and Alcohol Program, Manage Internal Safety..., MVR Reviews, Accident Disposition, Driver Qualification..., BIT Program, Pull Notice Program, P & L Management, Driver Incentive..., Vendor relationships, Contract Negotiation, Vehicle upfit analysis, RFP, Vehicle sale auctions, Vendor Management, RFQ Development, Fleet KPIs, Telematics, Employee Relations
Education
California State University-Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Apria Healthcare September 2013 - Present
Apria Healthcare March 2011 - September 2013
Apria Healthcare April 2010 - March 2011
Apria Healthcare January 2008 - April 2010
UnitedHealth Group January 2007 - January 2008
UnitedHealth Group October 2006 - January 2007
Waddell & Reed May 2006 - September 2006
Ameriprise Financial Services, Inc. July 2004 - March 2006
Skills
Forecasting, Data Analysis, Logistics, Risk Management, Project Planning, Transportation, Fleet Management, Project Management, Negotiation, Transportation..., Business Analysis, Business Strategy, P&L Management, Access Database, MS Excel Pivot Tables, Cost Management, Fleet Operations, DOT, Driver Training, Dashboard Builder, CSA 2010, DOT Compliance, HOS Compliance, Drug and Alcohol Program, Manage Internal Safety..., MVR Reviews, Accident Disposition, Driver Qualification..., BIT Program, Pull Notice Program, P & L Management, Driver Incentive..., Vendor relationships, Contract Negotiation, Vehicle upfit analysis, RFP, Vehicle sale auctions, Vendor Management, RFQ Development, Fleet KPIs, Telematics, Employee Relations
Education
California State University-Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Lee Kinney's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Red Wing Golf Club June 1999 - June 2014
Skills
Event Management
Education
California State University-San Bernardino 1996 — 1998
Saddleback College 1994 — 1996
Ameriprise Financial Services, Inc. June 2014 - Present
Red Wing Golf Club June 1999 - June 2014
Skills
Event Management
Education
California State University-San Bernardino 1996 — 1998
Saddleback College 1994 — 1996
Kyle Reyes's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Freelance Photographer & Videographer
Industry Financial Services
Experience
Freelance January 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - Present
Poppin Backhoe Contstruction June 2013 - August 2013
UBS Financial December 2011 - August 2012
Skills
Digital Photography, Videography, Project Management, Finance, Financial Analysis, Investments, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Photography, Fashion Photography
Education
California State University-Long Beach
Bachelor's Degree, Accounting
Freelance January 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - Present
Poppin Backhoe Contstruction June 2013 - August 2013
UBS Financial December 2011 - August 2012
Skills
Digital Photography, Videography, Project Management, Finance, Financial Analysis, Investments, Financial Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Photography, Fashion Photography
Education
California State University-Long Beach
Bachelor's Degree, Accounting
Christopher Deo's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Education
California State University-Fullerton
Bachelor's degree, Finance, General
Ameriprise Financial Services, Inc. July 2014 - Present
Education
California State University-Fullerton
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank