Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Ian Krell Ian Krell Greater Boston Area Details
Ian Krell's Ameriprise Financial Services, Inc. Experience September 2012 - September 2015
Job Financial Institution Specialist at Federal Deposit Insurance Corporation (FDIC)
Industry Banking
Experience
Federal Deposit Insurance Corporation (FDIC)   September 2015 - Present
Ameriprise Financial Services, Inc.   September 2012 - September 2015
United States Army Reserve  March 2011 - September 2015
US Army  August 2006 - December 2010

Skills
Public Speaking, Econometrics, Cost Benefit, Leadership Development, Health Economics, Finance, Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Team Building, Leadership, Research, Team Leadership, Social Media, Data Analysis, Econometric Modeling, Training, Microsoft Word, Management

Education
Eastern Michigan University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics

Joy Qiao Joy Qiao Ypsilanti, Michigan Details
Joy Qiao's Ameriprise Financial Services, Inc. Experience August 2011 - November 2012
Job GA at Eatern Michigan University
Industry Financial Services
Experience
Habitat for Humanity of Huron Valley  February 2015 - Present
Eatern Michigan University   January 2014 - Present
Ameriprise Financial Services, Inc.   August 2011 - November 2012

Education
Eastern Michigan University   2014 — 2016
Master's Degree, Accounting

Eastern Michigan University   2013 — 2014
Master's Degree, MBA-Internal Auditing

Eastern Michigan University   2009 — 2011
Bachelor of Business Administration (BBA), Finance, General

Barbara Case Barbara Case Greater Boston Area Details
Barbara Case's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job APMA®, Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
Moors & Cabot  March 2011 - October 2013
Moors & Cabot  September 2009 - March 2011
RBC Dain Rauscher  March 2002 - September 2009
PaineWebber  May 1998 - March 2002

Education
Canton High School

Canton High School

Eastern Nazarene College

Alexandra Hojnacki Alexandra Hojnacki West Chester, Pennsylvania Details
Alexandra Hojnacki's Ameriprise Financial Services, Inc. Experience August 2011 - May 2012
Job Client Relationship Associate at Vanguard
Industry
Experience
Vanguard  August 2012 - Present
Ameriprise Financial Services, Inc.   August 2011 - May 2012
WTXF Fox 29 Philadelphia   May 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Experience with SAP..., Experience with SAS..., Organization, Leadership, Statistics, Analytical Skills, Decision Making Skills, PowerPoint

Education
Elon University   2008 — 2012
Bachelor of Science in Business Administration, Management

Unionville High School   2004 — 2008

Karen T. McCanless MBA Karen T. McCanless MBA High Point, North Carolina Details
Karen T. McCanless MBA's Ameriprise Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2009 - Present
Smith Barney  July 2004 - May 2009
Merrill Lynch  February 1992 - July 2004

Skills
Strategic Financial..., Financial Advisory, Financial Services, Finance, Uniform Combined State..., Fixed Annuities, Financial Analysis, Wealth Management, Retirement Planning

Education
Duke University - Fuqua School of Business   1985 — 1987
Master of Business Administration (MBA), Finance, General

Brandon Mendez Brandon Mendez Oak Lawn, Illinois Details
Brandon Mendez's Ameriprise Financial Services, Inc. Experience June 2013 - January 2014
Job Graduate of Eastern Illinois University
Industry
Experience
Eastern Illinois University Booth Library   January 2012 - May 2014
Ameriprise Financial Services, Inc.   June 2013 - January 2014
P.J. Roupas and Associates   June 2013 - August 2013
Palos Country Club   April 2008 - December 2011

Skills
Spanish, Apple OS, Microsoft Office, Creative Writing, Project Management

Education
Eastern Illinois University   2010 — 2014
Bachelor's Degree, Finance, 3.3 / 4.0

Julia Carboni Julia Carboni Philadelphia, Pennsylvania Details
Julia Carboni's Ameriprise Financial Services, Inc. Experience July 2012 - September 2012
Job Special Events Coordinator, Penn Abroad at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania  September 2015 - Present
University of Pennsylvania  August 2015 - Present
Banana Republic / Gap Inc.   December 2014 - Present
Hollister Co.  May 2014 - November 2014
Elizabethtown College  April 2013 - May 2014
Elizabethtown College  March 2011 - May 2014
Helping Hands Professional Organizing Services   June 2013 - August 2013
Self-employed  June 2013 - August 2013
Elizabethtown College  September 2010 - August 2013
Ameriprise Financial Services, Inc.   July 2012 - September 2012

Skills
Spanish, Public Speaking, Microsoft Office, Problem Solving, Translation, Leadership, Tutoring, Multilingual, Customer Service, Higher Education, Intercultural..., Professional..., Japanese, Editing, Creative Writing, Goal Oriented, Computer Proficiency, Time & Attendance, Outlook, Java, Dreamweaver, English

Education
University of Pennsylvania   2015 — 2017
M.S.Ed., Intercultural Communication

Elizabethtown College   2010 — 2014
Bachelor of Arts (B.A.), Magna Cum Laude, Japanese Studies; Spanish, 3.76

KCP International Language School   2012 — 2012
Japanese Studies, 4.0

Universidad San Francisco de Quito   2012 — 2012
Spanish Language and Literature, 3.2

Antoinette Martin Antoinette Martin Greater Detroit Area Details
Antoinette Martin's Ameriprise Financial Services, Inc. Experience 1987 - Present
Job Financial Advisor CRPC
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1987 - Present

Education
Eastern Michigan University   1978 — 1980
Bachelors in Business Administration, Accounting and Finance

College for Financial Planning
CRPC

Dennis Hooper Dennis Hooper Orlando, Florida Details
Dennis Hooper's Ameriprise Financial Services, Inc. Experience May 2014 - April 2015
Job Shareholders Services Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - April 2015
Kappa Sigma Fraternity- UCF   November 2013 - November 2014
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP   May 2010 - August 2010

Skills
Leadership, Management, Microsoft Excel, Recruiting, Finance, Microsoft Office, Budgets, Time Management, PowerPoint, Program Management, Public Speaking, CRM, Customer Satisfaction, Microsoft Word, Training, Human Resources, Communication, Investments, Social Media, Sales, Financial Services, Financial Modeling, Efficiency, Financial Markets, Customer Service

Education
University of Central Florida   2011 — 2014
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services

Brevard Community College   2009 — 2011
Associate of Arts (AA), Business Administration

M Lloyd Barnhardt III, CFP® M Lloyd Barnhardt III, CFP® High Point, North Carolina Details
M Lloyd Barnhardt III, CFP®'s Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Scott & Stringfellow  September 2008 - June 2012
BB&T  October 2007 - August 2008
Merrill Lynch  April 1994 - June 2007

Education
Duke University   1982 — 1986
Bachelor of Arts (B.A.), History and Economics

The Asheville School   1980 — 1982
11th and 12th Grade

Forsyth Country Day School   1979 — 1980
10th Grade

Summit School   1968 — 1979
K - 9th Grade

Stephanie Lachance Stephanie Lachance Lancaster, Pennsylvania Area Details
Stephanie Lachance's Ameriprise Financial Services, Inc. Experience January 2013 - April 2013
Job Neighborhood Sales Manager, Chanticleer, York PA at Charter Homes and Neighborhoods
Industry Construction
Experience
Charter Homes & Neighborhoods  September 2014 - Present
uFinancial Group  May 2013 - September 2014
Ameriprise Financial Services, Inc.   January 2013 - April 2013
Tempest Theatre   September 2010 - April 2013
Tabor Community Services  May 2012 - December 2012
Elizabethtown College  2012 - 2012
White House Black Market  May 2010 - November 2011
Cape Playhouse - Cape Cod Center for the Arts  May 2011 - September 2011
Elizabethtown College  January 2010 - September 2010

Skills
Social Media, Retirement Planning, Social Networking, Analysis, Personal Financial..., Personal Finance, College Education..., Risk Management, Long Term Care Insurance, Tax-advantaged..., Wealth Accumulation..., Microsoft Word, Life Insurance, Microsoft Excel, Microsoft Office, Acting, Social Media Marketing, Social Skills, Community Outreach, Volunteer Recruiting, Volunteer Management, Web Editing, Follow Through, Personal Training, Human Resources, Sales, Window Displays, Strategic Financial..., Fundraising, Finance, Event Planning

Education
Elizabethtown College   2009 — 2013
Bachelors, Business Administration - Finance

Elizabethtown College   2009 — 2013
Business Administration; Finance

Kelso High School
3.95

Steve Napolitano, AAMS® Steve Napolitano, AAMS® Clinton, Iowa Details
Steve Napolitano, AAMS®'s Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1997 - Present

Education
University of Iowa   1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance

Eastern Iowa Community College District   1992 — 1994
Associate of Arts and Sciences (A.A.S.), Business

Jonathan Kurak Jonathan Kurak Orange County, California Area Details
Jonathan Kurak's Ameriprise Financial Services, Inc. Experience 2006 - 2010
Job Senior Account Executive
Industry Investment Management
Experience
Independant Advisor and Investor   2005 - Present
Pacific Medical LLC  2013 - 2014
Insignia Futures and Options   2010 - 2012
Ameriprise Financial Services, Inc.   2006 - 2010
Chicago Mercantile Exchange  2005 - 2005

Skills
Account Management, Sales, Management, Medical Devices, Strategic Financial..., Business Development, Equities, Hospitals, Sales Operations, Sales Management, Marketing, Healthcare, Biomedical Devices, Medical Equipment, Medical/Surgical, Face to Face Sales, Business Relationship..., Financial Planning, Outside Sales, Hospital Sales, Asset Managment, Relationship Building, Investments, Technical Analysis, Commodity Markets, Medical Imaging, Financial Markets, Strategic Planning, Leadership, New Business Development, Customer Service

Education
Eastern Illinois University   2001 — 2005
Bachelor of Science (B.S.), Finance Major with a Concentration in Certified Financial Planning; Psychology Minor

Robert Mazanke Robert Mazanke Saint Charles, Illinois Details
Robert Mazanke's Ameriprise Financial Services, Inc. Experience March 1994 - Present
Job Financial Advisor/Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1994 - Present

Education
Eastern Illinois University   1982 — 1986
Bachelor of Science (B.S.), Energy Management

Holly Loose Holly Loose Erie, Pennsylvania Area Details
Holly Loose's Ameriprise Financial Services, Inc. Experience 2006 - 2007
Job Team Member, Breakiron Jewelers Inc.
Industry Fine Art
Experience
Breakiron Jewelers, Inc   June 2012 - Present
Loose Expressions   February 2011 - 2013
Ameriprise Financial Services, Inc.   2006 - 2007

Skills
Jewelry, Pearls, Event Planning, Sales, Organizational..., Merchandising, Pandora Jewelry, Stringing, Photography, Donations, Product Display, Facebook, Drawing

Education
Edinboro University of Pennsylvania   2004 — 2009
Bachelor of Arts, Humanities & Communications

Gemological Institute of America
Jewelry Essentals

Debbie Rones Debbie Rones West Bloomfield, Michigan Details
Debbie Rones's Ameriprise Financial Services, Inc. Experience 2013 - 2013
Job Client service coordinator at Ameriprise financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - 2013

Education
Eastern Michigan University   1995 — 1998
Bachelor's degree, Education

Morrison Stewart Morrison Stewart Elmhurst, Illinois Details
Morrison Stewart's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Financial Planning Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Elmhurst College  September 2012 - Present
Opportunity International  September 2012 - January 2013
VanceInfo Technologies   September 2011 - December 2011
Elmhurst College  September 2010 - May 2011
Elmhurst College  September 2010 - May 2011

Skills
Microsoft Office, Research, Financial Analysis, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Mandarin, Economics, English, Non-profits, Event Planning, Strategic Financial..., Personal Financial...

Education
Elmhurst College   2009 — 2013
Bachelor of Science Degree, International Business and Finance

The Chinese University of Hong Kong   2012 — 2012
Finance, International Business, Business Chinese

Shanghai University of Finance and Economics   2011 — 2011
Finance, Mandarin

Bryan Houston Bryan Houston Johnson City, Tennessee Area Details
Bryan Houston's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
SunTrust Bank  2013 - June 2014
Edward Jones  June 2011 - 2013

Education
East Tennessee State University   2006 — 2011
Bachelor, Business Administration; Business Management

Cumberland County High School

Daniel Kuhn, CFP® Daniel Kuhn, CFP® Pasadena, Maryland Details
Daniel Kuhn, CFP®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
Elon University   1991 — 1994
B.S., Economics

Kyle Tank Kyle Tank Royal Oak, Michigan Details
Kyle Tank's Ameriprise Financial Services, Inc. Experience 2015 - Present
Job Case Manager at Insight Wealth Management a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc.   2015 - Present
Moran Law Offices  August 2014 - July 2015
Stenger Law Firm, LLC   October 2013 - May 2014

Skills
Communication, Customer Service, Legal Assistance, Microsoft Excel, Microsoft Word, Legal Research, Legal Writing, Legal Documents, Legal Issues, Microsoft Office, Japanese culture, Organization Skills, Client Relations, QuickBooks

Education
Eastern Michigan University   2014 — 2015
Bachelor’s Degree, Legal Assistant/Paralegal

Grand Valley State University   2011 — 2014
Legal Studies, General

Howell Highschool   2007 — 2011
High School

Brittany Jorgensen, CFP®,CRPC® Brittany Jorgensen, CFP®,CRPC® New Castle, Pennsylvania Details
Brittany Jorgensen, CFP®,CRPC®'s Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present

Education
Westminster College (PA)   2006 — 2008
Bachelor of Science, Quantitative Economics

Duquesne University   2004 — 2006

Christie Y. Liu Christie Y. Liu New York, New York Details
Christie Y. Liu's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Operations at RVM, Inc
Industry Information Technology and Services
Experience
RVM, Inc  September 2013 - Present
Greenberg, Whitcombe, & Takeuchi, LLP   September 2011 - August 2013
Reder and Feig, LLP   2010 - 2010
Ameriprise Financial Services, Inc.   2009 - 2010

Skills
Research, Data Analysis, Operations Management, Microsoft Excel, Business Analysis, Visio, BPMN, Business Process..., Project Management, Procedural Documentation, PowerPoint, MS Project, Business Process Mapping, Lease Negotiations, Asset Management, Business Requirements, Visual Basic, Software Procurement, New Business Development, SharePoint, Event Management, Data Security, Requirements Gathering, UML Tools, Event Planning, Legal Research, Fundraising, Public Speaking, Relational Databases, Social Media

Education
University of California, Los Angeles   2006 — 2010

East China Normal University   2008 — 2008

General Assembly   2014 — 2014
Data Science

Seilevel   2015 — 2015
Agile Business Analysis

Rachel Alaniz Rachel Alaniz Raleigh-Durham, North Carolina Area Details
Rachel Alaniz's Ameriprise Financial Services, Inc. Experience January 2013 - May 2014
Job Client Services Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Bain & Company  June 2015 - August 2015
Ameriprise Financial Services, Inc.   January 2013 - May 2014
Nordstrom  October 2012 - January 2013
Nordstrom  February 2012 - October 2012
Duke University Writing Studio   January 2008 - May 2010
UBS Wealth Management  June 2009 - August 2009

Skills
Strategic Planning, Business Strategy

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (MBA), Marketing

Duke University   2006 — 2010
BS, Economics

Andy Oswald, CFP ®, CRPC ® Andy Oswald, CFP ®, CRPC ® Tampa/St. Petersburg, Florida Area Details
Andy Oswald, CFP ®, CRPC ®'s Ameriprise Financial Services, Inc. Experience 2006 - October 2014
Job Senior Financial Advisor at Flaharty Asset Management, LLC
Industry Financial Services
Experience
Flaharty Asset Management, LLC   October 2014 - Present
Ameriprise Financial Services, Inc.   2006 - October 2014

Education
Eckerd College
Bachelor's Degree, Business Management (B.A.), Political Science (B.A.), Graduate with Honors distinction

Forest HS

Gregory Schultze, CFP®,CRPC® Financial Advisor Gregory Schultze, CFP®,CRPC® Financial Advisor Greater Chicago Area Details
Gregory Schultze, CFP®,CRPC® Financial Advisor's Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Schultze, Haefelin and Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1997 - Present

Education
Eastern Illinois University   1992 — 1996
BA, Finance

Lacy Bowman Lacy Bowman Johnson City, Tennessee Details
Lacy Bowman's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Charles C. Sherrod Library   August 2010 - December 2013
Birthplace of Country Music Alliance   May 2013 - October 2013

Skills
Public Relations, Social Media, AP Style, Media Relations, Event Planning, Editing, Organizing, Public Speaking, Event Management, Writing, Social Networking, Strategic Communications, Microsoft Office

Education
East Tennessee State University   2010 — 2013
Bachelor of Science (B.S.), Public Relations/Image Management

Unicoi County High School   2006 — 2010

James Maehling James Maehling Saint Paul, Minnesota Details
James Maehling's Ameriprise Financial Services, Inc. Experience May 2012 - July 2012
Job Customer Support Analyst
Industry Computer Networking
Experience
Regis Corporation  September 2014 - Present
Regis Corporation  June 2013 - September 2014
TEKSystems  April 2013 - September 2014
Northern Tier Energy  April 2013 - May 2013
MoneyGram International  January 2013 - March 2013
Tennant Company  August 2012 - September 2012
Ameriprise Financial Services, Inc.   May 2012 - July 2012
Celestica  2008 - 2010
Smiths Medical  2007 - 2007
Medwave, Inc.   2006 - 2006

Skills
Assembler, Technician, Computer, Windows 7, Windows Server, Windows Vista, Microsoft Windows 98, System Administration, LAN-WAN, VPN, Hardware Diagnostics, Software Documentation, Computer Hardware, DNS, Troubleshooting, Software Installation, Servers, Electronics, Networking, Operating Systems, Switches, WAN, Computer Repair, Help Desk Support, TCP/IP, Technical Support, Routers, XP, Network Administration, Windows, Testing, Active Directory, Hardware, Computers, Wireless Networking, System Deployment, Security, Laptops, Cisco Technologies, Lotus Notes, VMware, Firewalls, Network Security, Network Design, Visio, Visual Basic, Printers, Linux, Technical Documentation, DHCP

Education
Dunwoody College of Technology   2010 — 2012
Associate of Science (A.S.), Computer Systems Networking and Telecommunications

NEI College of Technology   2000 — 2002
Associate of Science (A.S.), Electronics Technology

Jennifer Vandine Jennifer Vandine Spokane, Washington Details
Jennifer Vandine's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Administrative Assistant for Eugene Kubik, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2011 - Present

Education
Eastern Washington University
Master's degree, Early Childhood Education and Teaching

Northwest Christian High School

Whitworth University
Bachelor of Arts (BA), Elementary Education and Teaching

Don Lee, CRPC®, CFP® Don Lee, CRPC®, CFP® Greater Seattle Area Details
Don Lee, CRPC®, CFP®'s Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2004 - Present
China World Sector Corp.   July 1996 - April 2003

Education
Duke University   1975 — 1979
BSE, Biomedical/Electrical Engineering

Ryan Vermillion Ryan Vermillion Greater Philadelphia Area Details
Ryan Vermillion's Ameriprise Financial Services, Inc. Experience December 2005 - March 2010
Job Managing Partner at Vermillion & White Wealth Management Group, LLC.
Industry Financial Services
Experience
Vermillion & White Wealth Management Group, LLC.   September 2013 - Present
Simon Financial Group   March 2010 - September 2013
Ameriprise Financial Services, Inc.   December 2005 - March 2010

Skills
Retirement Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Portfolio Management, Investment Strategies, Wealth Management..., Pensions, Financial Planners, Financial Goals, Investment Advisory, Long Term Care Insurance, Uniform Combined State..., Series 7, Strategic Financial..., Asset Allocation, Disability Insurance, Small Business, 401k, Finance, Wealth, Fixed Annuities, Series 63, Mutual Funds, Saving for Education, 401k Rollovers, Securities, IRAs, Life Insurance, ETFs, Alternative Investments, Asset Management, Series 6, Financial Services, Retirement Plan..., Long-term Care, Hunting, Financial Planning, Management, Strategy, Marketing, Insurance, Customer Service

Education
East Stroudsburg University of Pennsylvania   2000 — 2005

Owen J Roberts HS   1996 — 2000

MIKE EMBRESCIA MIKE EMBRESCIA Pittsburgh, Pennsylvania Details
MIKE EMBRESCIA's Ameriprise Financial Services, Inc. Experience May 2002 - September 2005
Job Founder, CEO WorkDesq
Industry Internet
Experience
BOMA Pittsburgh   January 2015 - Present
WorkDesq   May 2013 - Present
Class-G.org   2010 - May 2013
Burns & Scalo Real Estate   2010 - April 2013
Green Building Alliance  September 2009 - December 2010
PNC  2005 - 2006
Ameriprise Financial Services, Inc.   May 2002 - September 2005

Skills
Leadership, Start-ups, LEED, Strategic Planning, Entrepreneurship, Public Speaking, Business Development, Commercial Real Estate, Strategic Partnerships

Education
Duquesne University   2006 — 2008
Master of Business Administration (MBA), Sustainability

Indiana University of Pennsylvania   1997 — 2002
BA, Political Science, Pre-Law

Cuong Pham Cuong Pham Greater Philadelphia Area Details
Cuong Pham's Ameriprise Financial Services, Inc. Experience May 2011 - July 2011
Job US Vietnam Commodities. FMCG. Agriculture Products Import Export
Industry International Trade and Development
Experience
Bich Van LLC   January 2013 - Present
Aquila Trading LLC   September 2012 - Present
Ecommerce Call Centers Web/App Developement Company   January 2013 - April 2015
Bamboo Techie   May 2012 - April 2014
Earlham College  August 2012 - December 2012
Hay Group  February 2012 - July 2012
Earlham College  January 2011 - December 2011
Earlham College  January 2011 - December 2011
Ameriprise Financial Services, Inc.   May 2011 - July 2011

Skills
Sales Management, Entrepreneurship, Marketing, Event Planning, Strategy, Fundraising, Advertising, Building Relationships, Customer Service, Research, PowerPoint, Import Export, Plastics Recycling, Online Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Outsourcing Management, Public Speaking, International Trade, Social Networking, Paper Industry, Resume Writing, Cold Calling, Outlook, Grant Writing, IT Outsourcing

Education
Earlham College
Bachelor of Arts

Joan R. Hubbard, CRPC® Joan R. Hubbard, CRPC® Spokane, Washington Area Details
Joan R. Hubbard, CRPC®'s Ameriprise Financial Services, Inc. Experience July 1996 - Present
Job Financial Advisor, CHARTERED RETIREMENT PLANNING COUNSELOR
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1996 - Present
Ameriprise Financial  1996 - Present

Skills
Finance, Customer Service, Facebook, Insurance, Social Media, Retirement, Marketing, Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Disability Insurance, Public Speaking, Strategic Financial..., Team Building, Investment Advisory, Fixed Annuities, Pensions, Strategic Planning, Financial Analysis, Small Business, Leadership, Estate Planning, Financial Advisory

Education
Eastern Oregon University
B.S. Business

Edwards Brawley Edwards Brawley Raleigh-Durham, North Carolina Area Details
Edwards Brawley's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Finacial Advisor, Associate Vice President, The Brawley, Dyson & Koch Group.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
UBS Financial Services  June 2000 - April 2009
JC Bradford & Co  June 1988 - June 2000

Education
East Carolina University   1978 — 1982
Bachelor of Business Administration (BBA), Finance

Robert C. Wells, CRPC® Robert C. Wells, CRPC® Wilson, North Carolina Details
Robert C. Wells, CRPC®'s Ameriprise Financial Services, Inc. Experience May 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1994 - Present
Perdue Farms  May 1989 - May 1994

Education
East Carolina University   1979 — 1983
Bachelor's degree, Industrial Engineering

Jessica (Long) Broome Jessica (Long) Broome Melbourne, Florida Area Details
Jessica (Long) Broome's Ameriprise Financial Services, Inc. Experience August 2011 - May 2013
Job Client Service Manager
Industry Financial Services
Experience
Flammio Financial Group   September 2013 - Present
ING  June 2013 - June 2013
Ameriprise Financial Services, Inc.   August 2011 - May 2013
Delaware North Companies  April 2009 - April 2013
McGladrey  February 2012 - April 2012

Skills
Customer Service, Event Planning, Microsoft Office, Social Media, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer Satisfaction, Event Management, Hospitality, Time Management, Teamwork, Food & Beverage, Inventory Management, Leadership, Data Entry, Sales, Cashiering, Telephone Skills, Fundraising, Financial Reporting, Social Networking, Marketing Strategy, Accounting, Budgets, Process Improvement, Public Relations, Training, Public Speaking, Facebook, Marketing Communications, Management, Financial Analysis

Education
University of Central Florida   2014 — 2017
Bachelor of Science in Event Management, Hospitality Administration/Management

Eastern Florida State College   2013 — 2013
Accounting Technology Specialist Certificate, Accounting

Brevard Community College   2010 — 2013
Associate of Arts (A.A.), Focus in Accounting

Astronaut High School   2006 — 2010
Diploma, General Education

Alice Gilliland Alice Gilliland Cary, North Carolina Details
Alice Gilliland's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Registered Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Photo Miracles   2005 - 2014
Vantage South   September 2012 - September 2013
PNC Bank  February 1997 - September 2012
RBC Bank  June 2001 - March 2012
Centura Bank  February 1997 - June 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Sales, Sales Presentations, Consumer Lending, Business Lending, Management, Event Management, Account Management, Sales Management, Project Management, Business Networking, Finance

Education
Old Dominion University - College of Business and Public Administration   1984 — 1987
Master of Business Administration (MBA), Management Information Systems, General

East Carolina University   1977 — 1981
BS, Business Administration and Management, General

Elon University

Elon University

Charles(Chip) McAllister Charles(Chip) McAllister Poughkeepsie, New York Details
Charles(Chip) McAllister's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job UDB SME Ameriprise Financial
Industry Computer Software
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
IBM  April 2011 - November 2011
Bloomberg  March 2007 - April 2011
USAA  July 2006 - November 2006
IBM  March 1984 - July 2006

Skills
Performance Tuning, Replication, AIX, DB2, Linux, Database Design, SQL, Relational Databases, Server Architecture, Database Administration, Databases, Unix, Database Management, Software Project..., Database Admin, Oracle, Business Intelligence, Requirements Analysis, Agile Methodologies, Perl, Cloud Computing, Solaris, Data Modeling, Data Migration, Data Warehousing, Unix Shell Scripting, High Availability, Disaster Recovery, Enterprise Architecture, SQL Tuning, PL/SQL, Solution Architecture, Data Integration, IBM AIX

Education
Dutchess Community College   1978 — 1998
Communications & Media Arts & Engineering

Michael E. McDonald, CFP®, ChFC® Michael E. McDonald, CFP®, ChFC® Baltimore, Maryland Area Details
Michael E. McDonald, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience January 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1997 - Present
Ameriprise Financial Services, Inc.   2000 - 2010
Catholic Relief Services  1994 - 1997

Education
Duquesne University   1971 — 1975

Mortell Kinser Mortell Kinser Grand Blanc, Michigan Details
Mortell Kinser's Ameriprise Financial Services, Inc. Experience December 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1999 - Present
National College Funding Strategies   1998 - 1999
Franklin Life Insurance Company  1991 - 1998
Lake Orion Community Schools  1983 - 1995
Lake Orion Community Schools  1973 - 1983
Clarkston Community Schools  September 1967 - June 1974

Skills
Personal Financial...

Education
Eastern Michigan University   1971 — 1976
Specialist of Arts, Educationasl Leadership

Eastern Michigan University   1967 — 1971
Masters of Arts, Educational Administration

Eastern Michigan University   1963 — 1967
Bachelors of Science, Mathematics

Kay Wenzel Kay Wenzel Sheboygan, Wisconsin Area Details
Kay Wenzel's Ameriprise Financial Services, Inc. Experience August 2004 - September 2014
Job Financial Advisor at Ziegler Wealth Management.
Industry Financial Services
Experience
Ziegler  May 2013 - Present
Ameriprise Financial Services, Inc.   August 2004 - September 2014
VALIC Financial Services   August 2002 - August 2004
Kathryn Wenzel-Self Employed   July 1996 - July 2002
William Blair and Company  1990 - 1995

Skills
Retirement Planning, Financial Planning, Equities, Asset Management, Insurance, Estate Planning, 401k, Retirement Income..., Asset Managment

Education
University of Arkansas at Fayetteville   1979 — 1982
English/Communications

Elgin Community College   1978 — 1979
English

Elgin High School   1975 — 1978
General, English

Brent Fisk, MBA Brent Fisk, MBA San Francisco Bay Area Details
Brent Fisk, MBA's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Regional Vice President at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions  December 2012 - Present
The Guardian Life Insurance Company of America  October 2005 - October 2012
Ameriprise Financial Services, Inc.   2004 - 2005

Skills
Sales Presentations, Problem Solving, Income Protection, Financial Literacy..., Retirement Planning, Series 7, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities

Education
University of Massachusetts Boston   2008 — 2010
MBA, Business

Elon University   2001 — 2004
Batchelor of Science, Business

Spiro J. Garbis Spiro J. Garbis Greater Chicago Area Details
Spiro J. Garbis's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
H&R Block Financial Advisors  April 2003 - December 2008
Wachovia Securities Financial Network  April 1992 - March 2003

Education
Bachelor of Arts in Economics from Eastern Illinois University in Charleston, IL

Diploma, York High School, Elmhurst, IL, 1982-1986

Tim Farris Tim Farris Greater Detroit Area Details
Tim Farris's Ameriprise Financial Services, Inc. Experience February 2013 - May 2015
Job Group Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC  May 2015 - Present
greater west bloomfield chamber of commerce   2010 - Present
Ameriprise Financial Services, Inc.   February 2013 - May 2015
Ameriprise Financial  2008 - February 2013
Ameriprise Financial Services, Inc.   2008 - February 2013
H & R Block Financial Advisors  January 2001 - November 2008
olde discount stockbrokers  November 1993 - February 1998

Education
The Wharton School, University of Pennsylvania   2003 — 2003
executive leadership development

Eastern Michigan University   1986 — 1991
bs, Economics

detroit catholic central high school   1982 — 1986

Elizabeth Chaya Elizabeth Chaya Greater Minneapolis-St. Paul Area Details
Elizabeth Chaya's Ameriprise Financial Services, Inc. Experience January 2008 - September 2008
Job Consultant, Office Professional
Industry Nonprofit Organization Management
Experience
White Dove Foundation   January 1996 - Present
White Dove Foundation   January 1996 - Present
White Dove Foundation   January 1996 - Present
Chaya Company   January 2011 - December 2011
Independent contractor  June 2010 - July 2011
Community Action of Minneapolis  December 2009 - March 2010
Despatch Industries  November 2008 - March 2009
Ameriprise Financial Services, Inc.   January 2008 - September 2008
Ameriprise Financial Services, Inc., General Counsel's Office   May 2006 - November 2007
Ameriprise Financial Services, Inc., General Counsel's Office   May 2006 - November 2007

Skills
Event Planning, Project Coordination, Organization, Non-profits, Public Speaking, Strategic Planning, Leadership, Program Management, Training, Fundraising, Leadership Development, Microsoft Office, Nonprofits, Project Planning, Project Management, Budgets, Marketing, Management

Education
East Stroudsburg University of Pennsylvania   1969 — 1973
B.S, Speech Pathology

Benchmark Learning

Concordia College
Graduate work, Elementary Education

Concordia College
Graduate work, Elementary Education

Catherine Schreiner Catherine Schreiner Austin, Texas Details
Catherine Schreiner's Ameriprise Financial Services, Inc. Experience September 2007 - September 2009
Job Receptionist/Administrative Assistant at The University of Texas at Austin
Industry Nonprofit Organization Management
Experience
The University of Texas at Austin  February 2012 - Present
ATX Television Festival   March 2012 - Present
Beale Consulting   August 2011 - October 2011
The Simon Financial Group, Inc.   February 2010 - March 2011
Ameriprise Financial Services, Inc.   September 2007 - September 2009
Shuster Staffing   March 2006 - September 2007
American Red Cross - Piedmont Carolina Chapter   March 2005 - May 2005

Skills
Microsoft Office, Community Outreach, Nonprofits, Social Networking, Marketing, Newsletters, Microsoft Excel, Writing, MS Office Suite, Cascade, Event Planning, Social Media, Fundraising, Time Management

Education
Elon University   2001 — 2005
BA, Human Services

Lower Merion High School   1997 — 2001

Jay Kuhn Jay Kuhn Greater Detroit Area Details
Jay Kuhn's Ameriprise Financial Services, Inc. Experience May 1991 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1991 - Present
Copy Duplicating Products  November 1989 - April 1991
F.W. Woolworth Co.   March 1980 - October 1989

Education
Eastern Michigan University   1975 — 1979
B.B.A., Marketing

Chuck Tipton Chuck Tipton University Place, Washington Details
Chuck Tipton's Ameriprise Financial Services, Inc. Experience December 2007 - June 2010
Job Personal Finances Coach with MPlan
Industry Financial Services
Experience
MPlan  August 2011 - Present
Ameriprise Financial Services, Inc.   December 2007 - June 2010
Pacific Community Church   December 2000 - May 2006
Worship Builders   January 1997 - August 2000
Various Churches  September 1980 - June 1996
Jefferson County Public Schools  September 1985 - May 1986
Estill County Schools   September 1983 - May 1985

Education
General Securities Representative and Combined State Law Licenses   2006 — 2006
Series 7 and 66

Eastern Kentucky University   1982 — 1983
K-12 Teacher Certification

Eastern Kentucky University   1980 — 1981
M.M., Choral Conducting

Eastern Kentucky University   1975 — 1979
B.A., Music Theory and Composition

Joshua Paulson Joshua Paulson Minneapolis, Minnesota Details
Joshua Paulson's Ameriprise Financial Services, Inc. Experience October 2011 - September 2013
Job Digital Marketing Specialist at Bellacor
Industry Internet
Experience
Bellacor  September 2013 - Present
Ameriprise Financial Services, Inc.   October 2011 - September 2013
Ameriprise Financial Services, Inc.   April 2006 - October 2011
Jacobs Trading Company  November 2004 - April 2006

Skills
Online Marketing, Finance, Comparative Market..., Omniture, Web Analytics, Analytics, Online Marketplace, Databases, Online Data Entry, Web Content Management, E-commerce, E-commerce Optimization, Digital Marketing, Google Analytics, Social Media Marketing, Social Media, Online Advertising, Marketing, PPC, Marketing Strategy, Advertising, SEM, Interactive Marketing, Digital Strategy, Strategy, Management

Education
Dunwoody College of Technology   2001 — 2003
Associate's Degree, Computer Networking

Michael Gummelt, CFP® Michael Gummelt, CFP® Myrtle Beach, South Carolina Details
Michael Gummelt, CFP®'s Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Wells Fargo Advisors  May 2006 - April 2014
Merrill Lynch  October 1995 - June 2006
American Express  October 1992 - October 1995

Education
Montclair State University   1988 — 1991
Bachelor of Science Degrees, in the fields of Accounting, Finance, and Economics, 3.86 GPA - Graduated with Honors on the Dean's List

Dunwoody College of Technology   1972 — 1974
Certification, Master Baker & Pastry Chef

Chelsea Knierim Chelsea Knierim Columbus, Ohio Area Details
Chelsea Knierim's Ameriprise Financial Services, Inc. Experience September 2009 - October 2011
Job Optometry
Industry Medical Practice
Experience
Shamrock Family Eye Care Drs. Rengert, Delmore & Delmore   February 2015 - Present
Doctors Rengert, Delmore and Delmore   May 2013 - Present
Doctors Rengert, Delmore & Delmore   May 2013 - Present
Ameriprise Financial Services, Inc.   September 2009 - October 2011
Masco Cabinetry  August 2007 - January 2009
Masco Cabinetry  January 2005 - August 2007
Four Seasons  February 2003 - December 2004
Merillat Industries  June 2001 - January 2003

Skills
Customer Service, Contract Management, Microsoft Excel, Microsoft Office, Training, Microsoft Word, Sales, Management, Event Planning, Process Improvement, Team Building, Outlook

Education
Eastern Michigan University   2003 — 2008
Bachelor of Science (BS), Hotel/Motel Administration/Management

Angela Manuel Angela Manuel Southfield, Michigan Details
Angela Manuel's Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Para planner / Administrative Assistant at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2004 - Present
Equitas America, LLC / Melanie Di Censo, CFP   October 1994 - April 2004

Education
Eastern Michigan University

Kevin Keitch Kevin Keitch Greater Minneapolis-St. Paul Area Details
Kevin Keitch's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Business Program Coordinator at Ameriprise Financial Services, Inc.
Industry Information Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Energy Management Solutions, Inc.   October 2014 - August 2015
T-Mobile US (MetroPCS Business Unit)   April 2011 - November 2013
Imperial Casualty and Indemnity Company   April 2005 - April 2011
Mervyns  March 2002 - April 2005

Skills
Analysis, Process Improvement, Management, Customer Service, Access, Business Analysis, Vendor Management, Program Management, Data Analysis, Project Management, Business Objects, Telecommunications, Microsoft Excel, Forecasting, Leadership, Sales, PowerPoint, Team Building, Microsoft Office, Change Management, Outlook, Insurance, Trend Analysis, Supervision, Inventory, QlikView, Think Cell, Human Resources, Employee Benefits, Employee Recognition

Education
University of North Texas
Bachelor of Business Administration (BBA), Strategic Management

Eastfield College
Associate of Arts and Sciences (AAS), Computer Information Systems

University of North Texas Minicourses via Ed2go.com

Craig Noonan, ChFC CRPC Craig Noonan, ChFC CRPC Greater Detroit Area Details
Craig Noonan, ChFC CRPC's Ameriprise Financial Services, Inc. Experience April 1991 - 2013
Job Craig Noonan & Associates, A Private Wealth Advisory practice at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Craig Noonan & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.   April 1992 - Present
Ameriprise Financial Services, Inc.   April 1991 - 2013

Education
Eastern Michigan University   1987 — 1991
BS, Economics

john glen hs

john glen hs

Jaimie Santiago Jaimie Santiago New London/Norwich, Connecticut Area Details
Jaimie Santiago's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Client Service Manager, Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Horizon Blue Cross Blue Shield of New Jersey  December 2007 - September 2012
Don Cesar Resort and Spa   January 2007 - August 2007

Skills
Microsoft Office, Client Service Oriented, Business Administration, Organizational..., Executive..., PPO, Indemnity, Marketing and Client..., Production Solutions, Implementation Plans, Claim, Insurance, Health Savings Accounts

Education
Georgian Court University   2010 — 2013

Eckerd College   2003 — 2007
Bachelor of Arts, Business Administration

Vita Vazquez Vita Vazquez Fort Myers, Florida Area Details
Vita Vazquez's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Registered Client Service Associate at Ameriprise Financial Services Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
First Community Bank of Southwest Florida  May 2011 - July 2012
First Community Bank of SW Florida   May 2007 - May 2011
First Community Bank of SWFL   January 2005 - May 2007
Bank of America  December 1997 - November 2004

Education
Edison Community College   1997 — 2000
Associates, General Studies

Thomas Wayne, CFP®, CRPC®, Financial Advisor Thomas Wayne, CFP®, CRPC®, Financial Advisor Albany, New York Area Details
Thomas Wayne, CFP®, CRPC®, Financial Advisor's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job WAYNE, BAZANOS & ASSOCIATES A financial advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1995 - Present
American Express Financial Advisors  1988 - 1995

Education
Elmira College   1973 — 1977
Bachelor of Science

Todd Hagopian Todd Hagopian Cincinnati Area Details
Todd Hagopian's Ameriprise Financial Services, Inc. Experience May 2004 - February 2006
Job Marketing Manager at ITW
Industry Consumer Goods
Experience
ITW  February 2015 - Present
Whirlpool Corporation  May 2008 - January 2015
Michigan State University  September 2012 - December 2014
Hagopian Institute   March 2008 - November 2014
Comerica  February 2006 - July 2007
Ameriprise Financial Services, Inc.   May 2004 - February 2006

Skills
Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Product Management, Sales Management, Cross-functional Team..., Leadership, Strategy, Management, Six Sigma, Sales, Marketing, Integrated Marketing, Product Launch, Product Development, Change Management

Education
Michigan State University - The Eli Broad College of Business   2007 — 2009
MBA, Double Major - Marketing/Finance

Eastern Michigan University   1999 — 2004
BS, Political Science

Ann Arbor Pioneer High School

michael witaszek michael witaszek Asheville, North Carolina Area Details
michael witaszek's Ameriprise Financial Services, Inc. Experience 1985 - Present
Job owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1985 - Present
Physician's Assistant   1977 - 1985

Education
Duke University   1975 — 1977
bs, Allied Health

Steven King, MBA, CFP® Steven King, MBA, CFP® Greater Chicago Area Details
Steven King, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors  December 2000 - October 2008
Olde Financial  1994 - 2000

Education
Roosevelt University   1999 — 2001
Masters of Business Adminstration, Finance

Eastern Illinois University   1989 — 1991
Bachelor of Science, Finance, Economics

Eugene Yorke Eugene Yorke Greater Detroit Area Details
Eugene Yorke's Ameriprise Financial Services, Inc. Experience November 2008 - October 2009
Job Account Transfers Department at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - October 2009
H & R Block Financial Advisors (Acquired by Ameriprise Financial Services Inc. 2008)   January 1997 - November 2008
H & R Block Financial Advisors Inc.   January 1997 - December 2004
Olde Discount Corporation (Acquired by H & R Block Financial Advisors 1999)   January 1992 - December 1996
Olde Discount Corporation  January 1991 - December 1991
Olde Discount Corporation  June 1986 - December 1990

Education
Eastern Michigan University
Bachelors, Business Administration

Julia (Underkofler) Zimmermann Julia (Underkofler) Zimmermann Greater Minneapolis-St. Paul Area Details
Julia (Underkofler) Zimmermann's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present

Skills
FINRA Series 6, FINRA Series 7, Finra Series 9/10, FINRA Series 24, IAR, Legal Compliance, Regulatory Compliance, Sales Supervision, Financial Responsibility, Trading Markets, Compliance Audits, Supervision of..., Options Regulation

Education
East Carolina University
Bachelor's Degree, Greenville, NC

FINRA
Series 6, 63, 7, 9/10, 24, IAR

Alexander Kerr Alexander Kerr Washington, District Of Columbia Details
Alexander Kerr's Ameriprise Financial Services, Inc. Experience May 2008 - September 2009
Job Director, Strategic Marketing at Monumental Sports & Entertainment
Industry Sports
Experience
Monumental Sports & Entertainment  June 2015 - Present
Monumental Sports & Entertainment  June 2013 - June 2015
Wasserman Media Group  January 2013 - May 2013
Washington Capitals  May 2012 - August 2012
Opportunity International  September 2009 - January 2011
Ameriprise Financial Services, Inc.   May 2008 - September 2009
Willoughby Associates, Ltd   May 2007 - August 2007

Skills
Strategic Planning, Financial Analysis, Microsoft Excel, Business Development, Policy Analysis, Analysis, Strategic Consulting, Sales, International..., Data Analysis, Non-profits, Market Research, Financial Modeling, Economics, Marketing, Leadership Development, Research, Project Management, Capital Markets, Marketing Strategy, Strategy, Stata, Event Planning, Investments, Spanish, Public Speaking, Business Strategy, Competitive Analysis, Program Management, Analytics, Entrepreneurship, Social Media Marketing, CRM, Nonprofits, Market Analysis, Leadership, Cross-functional Team..., Business Analysis, Marketing Research, Training, New Business Development, Management Consulting, Strategic Partnerships, Valuation, Finance, Forecasting, Business Planning, Start-ups, Portfolio Management, Time Management

Education
Duke University - The Fuqua School of Business   2011 — 2013
MBA, Concentrations in Marketing, Strategy.

Northwestern University   2010 — 2011
Continuing Studies

Kenyon College   2004 — 2008
BA, Economics

North Shore Country Day High-School   2000 — 2004
High School Diploma

Bruno Bonacci Bruno Bonacci Carbondale, Pennsylvania Details
Bruno Bonacci's Ameriprise Financial Services, Inc. Experience January 1979 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1979 - Present

Education
East Stroudsburg University of Pennsylvania

Allen Kennedy Allen Kennedy Johnson City, Tennessee Details
Allen Kennedy's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Planning Specialist at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
East Tennessee State University  January 2013 - April 2013
Fine's Jewelers   January 2008 - January 2011

Education
East Tennessee State University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting

Denver Fox CFP® , CLU Denver Fox CFP® , CLU Bloomington/Normal, Illinois Area Details
Denver Fox CFP® , CLU's Ameriprise Financial Services, Inc. Experience February 2005 - May 2008
Job Senior Financial Analyst
Industry Telecommunications
Experience
Frontier Communications  August 2013 - Present
COUNTRY ® Financial  August 2008 - July 2013
Ameriprise Financial Services, Inc.   February 2005 - May 2008
Eastern Illinois University  January 2002 - December 2003

Skills
Financial Planning, Insurance, Investments, Retirement Planning, Long Term Care, Disability Insurance, Series 7, Strategic Financial..., Long-term Care, Fixed Annuities, Property & Casualty..., IRAs, Employee Benefits, Training, Financial Analysis

Education
The American College   2009 — 2009
CLU

Eastern Illinois University   2001 — 2005
Bachelors of Science, Finance

Homan Nikzad Homan Nikzad Temecula, California Details
Homan Nikzad's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Independant Insurance Agent at Fadaie Insurance Agency
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Maaco Collision Repair  August 2009 - October 2011
Advanced Collision Center   May 1997 - April 2005

Education
El Camino College   1990 — 1992
Administration of Justice, Law Enforcement

Sean Flanigan Sean Flanigan Raleigh-Durham, North Carolina Area Details
Sean Flanigan's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Branch Manager, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Morgan Stanley Smith Barney  May 2005 - August 2012
UBS Wealth Management  December 1998 - May 2005
Prudential Securities  April 1996 - December 1998

Education
Duquesne University   1990 — 1992
Master of Business Administration (MBA), Finance, General

Duquesne University   1986 — 1990
Bachelor's degree, Accounting and Business/Management

Central Catholic   1982 — 1986

David Brown David Brown Princeton, New Jersey Details
David Brown's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Vice President, Strategic Sourcing at Ameriprise Financial Services, Inc.
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Red Road Consulting LLC   April 2006 - April 2013
InterContinental Hotels Group  October 2008 - July 2010
Morgan Stanley  2006 - 2008
ICG Commerce  January 2006 - April 2006
Deutsche Bank  March 2003 - November 2005
Zeborg  April 2000 - February 2003
Mitchell Madison Group  1996 - 2000
SNL Financial  1995 - 1996
Morgan Stanley Wealth Management  1993 - 1994

Skills
Sourcing, Procurement, Professional Services, Strategic Sourcing, Outsourcing, Management Consulting, BPO, Vendor Management, Supply Management, Contract Negotiation, Supply Chain Management, Purchasing, Business Process..., Process Improvement, Change Management, Cross-functional Team..., Business Development, Global Sourcing, Negotiation, Operations Management, Analysis, Business Strategy

Education
University of Virginia   1989 — 1992
BA

Duke University   1987 — 1988

JP McCaskey HS

Kingsley Gobourne Kingsley Gobourne Eau Claire, Wisconsin Area Details
Kingsley Gobourne's Ameriprise Financial Services, Inc. Experience June 2004 - August 2006
Job Branch Manager at AnchorBank
Industry Banking
Experience
AnchorBank  July 2014 - Present
Bankers' Bank  November 2012 - June 2014
University of Wisconsin-Madison P.E.O.P.L.E Program   November 2010 - December 2012
University Wellness Foundation   September 2008 - March 2012
JPMorgan Chase  October 2006 - May 2008
Ameriprise Financial Services, Inc.   June 2004 - August 2006

Skills
Non-profits, Investments, Strategic Financial..., Fundraising, Public Speaking, Research, Customer Service, Marketing, Event Planning, Social Media, Microsoft Office, Microsoft Excel, Grant Writing, Leadership Development, Spanish, PowerPoint, Coaching, Strategic Planning, Community Outreach, Teaching, Microsoft Word, Leadership, Organizational..., Grants, Marketing Communications, Social Networking, Program Development, Social Media Marketing, Recruiting, Nonprofits, Staff Development, Analysis, Editing, Public Relations, Higher Education, Data Analysis, Student Affairs, Volunteer Management, Human Resources, Management, Training

Education
Edgewood College   2013 — 2014
Master Science Organizational Development (MSOD), Business Administration and Management, General

University of Wisconsin-Madison   1999 — 2004
B.A., Sociology

Pecatonica high school   1996 — 1999
diploma, General

Chadwick Hargis Chadwick Hargis Indialantic, Florida Details
Chadwick Hargis's Ameriprise Financial Services, Inc. Experience April 2009 - September 2013
Job Investment Advisor Representative and President of Hargis Financial
Industry Financial Services
Experience
Hargis Financial, LLC.   September 2013 - Present
Ameriprise Financial Services, Inc.   April 2009 - September 2013
UBS Financial Services  April 2005 - April 2009
A.G. Edwards & Sons, Inc.   October 2002 - April 2005

Skills
Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Insurance, Retirement, Life Insurance, IRAs, Wealth Management, Asset Allocation, Disability Insurance, Long-term Care, Investments, 401k Rollovers, Investing Strategies, Financial Planning, 403 b

Education
University of Central Florida   2000 — 2002
BSBA, Finance

Eastern Florida State College   1996 — 1998
Associates in Science, Psychology

Christine Stanislawscyk Christine Stanislawscyk Greensboro/Winston-Salem, North Carolina Area Details
Christine Stanislawscyk's Ameriprise Financial Services, Inc. Experience September 2010 - November 2011
Job Administrative Assistant at Snider Tire, Inc.
Industry Automotive
Experience
Snider Tire   November 2011 - Present
Ameriprise Financial Services, Inc.   September 2010 - November 2011
Grain Dealers Mutual Insurance Company  November 1995 - July 2010
GRAIN DEALERS MUTUAL INS. CO   January 1995 - July 2010

Skills
Data Entry, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Insurance, Customer Service, Event Planning

Education
Guilford Technical Community College   2004 — 2006
Diploma, Medical Transcription/Transcriptionist

ECPI College of Technology   1994 — 1995
Apprentice Certificate, Computer Technology/Computer Systems Technology

Northeast Guilford High School   1991 — 1994
Diploma, High School/Secondary Diplomas and Certificates

David Kasper David Kasper Greater Detroit Area Details
David Kasper's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Multi-Bank Securities, Inc.   April 2013 - March 2014
BondDesk Group LLC  April 2012 - February 2013
BondDesk Group LLC  August 2011 - March 2012
BondDesk Group LLC  December 2010 - July 2011
Ameriprise Financial  November 2008 - June 2010
H&R Block Financial Advisors  February 2000 - October 2008
Olde Discount  November 1993 - February 2000
Waterhouse Securities  September 1988 - July 1993

Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading

Education
Eastern Michigan University   1982 — 1985
Bachelors, Finance - Investment Analysis

Denise Valente, CRPC Denise Valente, CRPC Santa Barbara, California Area Details
Denise Valente, CRPC's Ameriprise Financial Services, Inc. Experience March 1985 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1985 - Present

Education
Eastern Michigan University
Bachelor of Science (B.S.), Psychology

Steven Sawyer Steven Sawyer Greater Chicago Area Details
Steven Sawyer's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Edward Jones  2004 - February 2009
CRI  2004 - 2004
Cap Gemini Ernst & Young  2000 - 2004
various client projects   1990 - 2000

Education
Eastern Illinois University
B.S., Marketing

Chuck Tipton Chuck Tipton Greater Seattle Area Details
Chuck Tipton's Ameriprise Financial Services, Inc. Experience PastorPacific Community ChurchDecember 2000 - May 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   PastorPacific Community ChurchDecember 2000 - May 2006
Worship Builders   January 1997 - June 2000
Various Mid-West Churches   September 1980 - December 1996
Cincinnati Christian University  July 1986 - December 1989
Cincinnati Christian University  July 1986 - December 1989
Jefferson County Public Schools  September 1985 - May 1986
Estill County Public Schools   August 1983 - May 1985

Education
Eastern Kentucky University   1975 — 1981
B.A. and M.M., Music

Lisa McPherson Lisa McPherson Greater Chicago Area Details
Lisa McPherson's Ameriprise Financial Services, Inc. Experience September 2006 - April 2010
Job AAMS, Senior Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC  April 2010 - Present
Ameriprise Financial Services, Inc.   September 2006 - April 2010
Edward D. Jones & Co., L.P.   December 2000 - September 2006
Merrill Lynch  April 2000 - December 2000
Executive & Estate Planners / Legacy Financial Services   September 1999 - April 2000

Skills
Asset Management, Securities, Insurance, Funding, Customer Relations, Microsoft Office, Asset Managment, Customer Service, Investments, Strategic Financial..., Finance, Leadership, Analysis, Small Business, Financial Services, Training, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Asset Allocation, 401k, Uniform Combined State..., Bonds, Series 63, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, IRAs, Series 65, Investment Strategies, Financial Planning, Portfolio Management, Financial Advisory

Education
Elmhurst College   1994 — 1997
Bachelor of Science, Business Administration

Roosevelt University
Master of Arts, Training and Development

Sarvey Canella Sarvey Canella Greater Pittsburgh Area Details
Sarvey Canella's Ameriprise Financial Services, Inc. Experience June 1994 - December 1999
Job Financial Coach to Busy People Interested in Living a Life Free from Financial Concerns
Industry Financial Services
Experience
Canella Financial Group   January 2000 - Present
Securities America, Inc. Member FINRA/SIPC   April 2010 - Present
Ameriprise Financial Services, Inc.   June 1994 - December 1999

Skills
Retirement Planning, Securities, Wealth, Financial Planning, Wealth Management, Estate Planning, Risk Management, Asset Management, Insurance, Investments, Financial Analysis, Asset Allocation, Portfolio Management, Long Term Care, Retirement, Public Speaking, Long-term Care, Investment Advisory, Asset Managment, Mutual Funds, Series 7, Fixed Annuities, Strategic Financial...

Education
Duquesne University   1988 — 1990
MBA, Business

Duquesne University   1976 — 1980
BS, Business

Linsly   1972 — 1976
HS

Nakul Karnik Nakul Karnik Los Gatos, California Details
Nakul Karnik's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Student at Duke University
Industry Financial Services
Experience
Duke University  January 2013 - Present
Ooyala  June 2015 - July 2015
Duke University Football   February 2013 - March 2015
Ameriprise Financial Services, Inc.   May 2013 - August 2013

Skills
Editing, Research, Video, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Analysis, Social Media

Education
Duke University   2012 — 2016
Bachelor of Science (BS), Economics and Finance

Bellarmine College Preparatory   2008 — 2012

Brett McKeithan Brett McKeithan Southport, North Carolina Details
Brett McKeithan's Ameriprise Financial Services, Inc. Experience May 1997 - May 2014
Job Wealth Manager at Blackbridge Financial
Industry Financial Services
Experience
Blackbridge Financial   May 2014 - Present
Ameriprise Financial Services, Inc.   May 1997 - May 2014
ServiceMaster  August 1993 - March 1997

Skills
Microsoft Office, Management, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Research, Training, Process Improvement, Project Management

Education
East Carolina University   1989 — 1993
Bachelor of Science (BSc), Communication and Media Studies, 3.2 GPA in major studies

Josh Bryant Josh Bryant Raleigh-Durham, North Carolina Area Details
Josh Bryant's Ameriprise Financial Services, Inc. Experience June 2012 - January 2013
Job Audit Staff at Langdon & Company
Industry Accounting
Experience
Langdon & Company LLP   June 2015 - Present
Specialty Tool & Supply   August 2013 - February 2014
Concor   February 2013 - February 2014
East Carolina University  January 2012 - February 2013
Ameriprise Financial Services, Inc.   June 2012 - January 2013
Fitness Connection  November 2010 - October 2012

Skills
Accounting, Microsoft Office, Time Management, Critical Thinking, Access, Microsoft Excel, Teamwork, Finance, Microsoft Word, PowerPoint, Financial Analysis, Leadership, Management Accounting, Financial Accounting, Cost Accounting, Outlook, Accounts Receivable, General Ledger, Bookkeeping, Payroll, Bank Reconciliation, SPSS, Data Analysis, Accounts Payable, US GAAP, Financial Statement..., Journal Entries, Payroll Taxes, Investments, Quality Assurance, Management Consulting, Tax Planning, Strategic Consulting, Economics, Financial Economics, GAAS, PCAOB standards, Sage, QuickBooks, Tax Compliance, Value Investing, Pivot Tables, Internal Audit, Research, Public Speaking, Auditing, Customer Service

Education
East Carolina University   2014 — 2015
Master of Science Accountacy, CPA, Accounting, Financial Management

East Carolina University   2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

Christian Lewis Christian Lewis Lakeville, Minnesota Details
Christian Lewis's Ameriprise Financial Services, Inc. Experience November 2012 - May 2015
Job Regional Sales Director at RiverSource
Industry Financial Services
Experience
RiverSource  May 2015 - Present
"On Call" - LFD   October 2010 - Present
Lakeville Fire Department   February 2008 - Present
Ameriprise Financial Services, Inc.   November 2012 - May 2015
Ameriprise Financial Services, Inc.   November 2010 - November 2012
Ameriprise Financial Services, Inc.   April 2005 - August 2010
Piper Jaffray  February 2001 - September 2004

Skills
Series 7, Financial Services, Social Media, Public Speaking, Coaching, Team Building, Series 63, Investments, Strategic Financial..., Team Leadership, Strategic Planning, Retirement Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Wealth Management, Sales, Business Development, FINRA, Investment Advisory, Mutual Funds, Estate Planning

Education
Dunwoody College of Technology   2005 — 2006
Automotive

University of Wisconsin-Eau Claire   1995 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters

Lakeville High School   1992 — 1995

Joshua Kyger Joshua Kyger Harrisonburg, Virginia Details
Joshua Kyger's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Paraplanner at The Myrias Group, a private wealth advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Rogers Financial   October 2012 - June 2015
SunTrust Bank  July 2012 - October 2012
Northwestern Mutual  May 2011 - June 2012
Harrisonburg Nissan   2011 - 2012

Education
Eastern Mennonite University   2007 — 2011
Liberal Arts, Business Administration

Jennifer Vawter Jennifer Vawter Melbourne, Florida Area Details
Jennifer Vawter's Ameriprise Financial Services, Inc. Experience May 2013 - April 2015
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - April 2015
Ameriprise Financial Services, Inc.   February 2013 - April 2015
Heron Financial Partners   May 2012 - February 2013
Heron Financial Parnters   May 2012 - February 2013
Thrivent Financial for Lutherans  June 2011 - November 2011
Merrill Lynch  August 2006 - February 2011
Bank of America Merchant Services  July 2004 - August 2006
Bank of America  April 2003 - July 2004
Bank of America  October 2000 - April 2003
Postich Stained Glass   1990 - 2000

Skills
Series 7, Series 66, Microsoft Office, Salesforce.com, Customer Service, Problem Solving, Administration, Banking, Organizing, Databases, Team Leadership, Organization, Uniform Combined State..., System Administration, Microsoft Excel, Microsoft Word, Life Health & Variable..., Sales, Investments, Insurance, Leadership, Management, Marketing, Financial Services

Education
Florida State University   1996 — 1998

Eastern Florida State College

Largo high

Christopher Malm Christopher Malm Saint Paul, Minnesota Details
Christopher Malm's Ameriprise Financial Services, Inc. Experience February 2008 - August 2008
Job Engineering
Industry Oil & Energy
Experience
Dakota County Technical College  September 2014 - December 2014
Minnesota Geological Survey  September 2012 - January 2014
2nd Swing  May 2012 - September 2012
Century College  March 2010 - August 2012
Performark360 LLC   June 2011 - October 2011
Century College  February 2010 - June 2010
Ameriprise Financial Services, Inc.   February 2008 - August 2008
Best Buy Corporation  June 2007 - October 2007
Target Corporate  September 2005 - May 2007

Skills
Microsoft Word, Project Management, Project Analysis, Business Analysis, Change Management, Geology, Petroleum Engineering, Engineering, Niku Clarity, Microsoft Project, SharePoint, Brazilian Portuguese, AutoCAD, ITIL, ArcGIS, Lotus Notes, Microsoft Excel, Talent Acquisition

Education
The University of North Dakota   2014 — 2017
Bachelor of Science, Petroleum Engineering

Watermark Learning / Auburn University   2006 — 2006
Master's Certificate in Business Analysis, Business Analysis

Dunwoody College of Technology
Associate of Applied Science, Web Development/E-Business Technologies

Gregory L. Planck, CRPC® Gregory L. Planck, CRPC® Miami, Florida Details
Gregory L. Planck, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Deutsche Bank  2007 - July 2012
Morgan Stanley  1989 - 2007

Education
Eastern Illinois University   1984 — 1988
Bachelor of Arts (B.A.), Economics

Shauna Broady Shauna Broady Greater Seattle Area Details
Shauna Broady's Ameriprise Financial Services, Inc. Experience November 2004 - June 2008
Job Sales and Event Manager at The Mountaineers
Industry Events Services
Experience
The Mountaineers  October 2009 - Present
The Wedge Catering   June 2008 - September 2009
Ameriprise Financial Services, Inc.   November 2004 - June 2008

Skills
Event Planning, Event Management, Customer Service, Sales, Volunteer Management, Venue Management, Project Management, Management, Leadership

Education
University of Washington   2006 — 2008
Bachelors, Interdisciplinary: Society, Ethics & Human Behavior

Edmonds Community College   2004 — 2006
Associate of Arts, General Studies

Mountlake Terrace High School   1996 — 2000

David Seifers, CLU®, ChFC® David Seifers, CLU®, ChFC® Greater Minneapolis-St. Paul Area Details
David Seifers, CLU®, ChFC®'s Ameriprise Financial Services, Inc. Experience January 2011 - November 2012
Job Vice President, Insurance Marketing
Industry Financial Services
Experience
Wells Fargo Advisors  April 2013 - Present
Ameriprise Financial Services, Inc.   January 2011 - November 2012
Ameriprise Financial Services, Inc.   January 2009 - January 2011
H&R Block Financial Advisors  May 2007 - January 2009
H&R Block Financial Advisors  May 2005 - May 2007
H&R Block Financial Advisors  September 2003 - May 2005
Edward Jones  May 2002 - August 2003
Waddell & Reed  June 2000 - May 2002

Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning

Education
Park University
Business Administration, Finance

Embry-Riddle Aeronautical University
Civil Engineering

Allison Crowder Allison Crowder Plymouth, Michigan Details
Allison Crowder's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
Ameriprise Financial Services, Inc.   January 2012 - June 2015
Hantz Financial  July 2007 - January 2012

Skills
Leadership, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Insurance, Financial Services, Retirement, Management, Finance, Wealth Management

Education
Eastern Michigan University   2003 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching

Kyle Casagrande Kyle Casagrande Hartford, Connecticut Area Details
Kyle Casagrande's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Ameriprise Financial Services, Inc.   May 2011 - Present

Education
Eastern Connecticut State University   2010 — 2013

shs

Elizabeth Gallup Elizabeth Gallup Greater Grand Rapids, Michigan Area Details
Elizabeth Gallup's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Summer Intern at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
West Michigan Whitecaps  April 2014 - August 2014
West Michigan Whitecaps  April 2013 - August 2013

Skills
Customer Service, Ticket Sales, Receptionist Duties, Front Office, Data Entry, Social Media, Event Planning, Time Management, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Design Programs, Cyberduck, Facebook, Twitter

Education
Elon University   2013 — 2017
Major: Strategic Communications, Minor: Professional Sales

Gary Hawkes Gary Hawkes Greater Seattle Area Details
Gary Hawkes's Ameriprise Financial Services, Inc. Experience October 2006 - March 2007
Job Independent Writer/Author
Industry Writing and Editing
Experience
Camp Sweyolakan   June 2015 - August 2015
Ecova  October 2014 - April 2015
ITT Technical Institute  November 2013 - April 2014
Charter Communications  June 2009 - November 2012
Ameriprise Financial Services, Inc.   October 2006 - March 2007
Trails End Camp  June 2002 - August 2005

Skills
Sales, Microsoft Excel, Microsoft Word, PowerPoint, Ten Key, Billing Systems, Third Party Billing, Lead Generation, Leadership, Public Speaking, Microsoft Office, Customer Service, Event Planning, Management, Team Building, Social Media

Education
Eastern Washington University   2001 — 2005
Bachelor of Arts (BA), Marketing

Anna LeRoy, PHR Anna LeRoy, PHR Greater Detroit Area Details
Anna LeRoy, PHR's Ameriprise Financial Services, Inc. Experience May 2005 - August 2005
Job Human Resources Business Partner at University of Michigan Health System
Industry Human Resources
Experience
University of Michigan Health System  January 2015 - Present
University of Michigan  August 2009 - January 2015
Soccer Plus  May 2003 - August 2009
Ameriprise Financial Services, Inc.   May 2005 - August 2005

Skills
Employee Relations, Performance Management, HRIS, Hiring, Change Management, Organizational..., Customer Service, Administration, Outlook, Microsoft Office, Process Improvement, Strategic Planning, Customer Relations, Onboarding, Excel, PeopleSoft, Word, PowerPoint, Policy Analysis, Workforce Planning, Microsoft Word, Microsoft Excel, Recruiting, Leadership Development, Human Resources, Interviews

Education
Eastern Michigan University   2010 — 2011
Masters, Human Resources and Organizational Development

University of Michigan   2003 — 2007
BA, Psychology

Kevin Headd, MS, MBA, CIH, PG, PMP Kevin Headd, MS, MBA, CIH, PG, PMP Charlotte, North Carolina Area Details
Kevin Headd, MS, MBA, CIH, PG, PMP's Ameriprise Financial Services, Inc. Experience 1997 - October 2011
Job Certified Industrial Hygienist Senior Scientist at Cardno ATC
Industry Environmental Services
Experience
Cardno - ATC  February 2012 - Present
UNC Charlotte  2000 - June 2013
Ameriprise Financial Services, Inc.   1997 - October 2011
Matrix Environmental Technologies Inc.  1996 - 1997
Froehling & Robertson, Inc.   1995 - 1996
EA Engineering, Science, and Technology, Inc.   1993 - 1995
Environmental Aspecs   1992 - 1993

Skills
Geology, Environmental Awareness, Proposal Writing, Analysis, Project Planning, Data Analysis, Risk Management, Management, Policy, Project Management, Strategic Planning, Sustainability, Management Consulting, Risk Assessment, New Business Development, PMP, Report Writing, Strategy, Public Speaking, Statistics, Asbestos, Research, Entrepreneurship, Program Management, Due Diligence, Budgets, Industrial Hygiene, HAZWOPER, Start-ups, Market Research, Abatement, Licensed Professional..., Business Valuation, Business Metrics, MBA, Business Performance..., NIOSH 582 - Asbestos..., Air Sampling, OSHA, Indoor Air Quality, Hazard Identification, Air Monitoring, Mold Remediation

Education
Wake Forest University School of Business   1997 — 1999
MBA, Business Administration

East Carolina University   1989 — 1993
MS, Geology

The College of New Jersey   1984 — 1989
BA, Geography

Brandon Mayotte Brandon Mayotte Chicago, Illinois Details
Brandon Mayotte's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Salesforce Administrator at Jellyvision
Industry Computer Software
Experience
Jellyvision  July 2015 - Present
Jellyvision  February 2015 - Present
salesforce.com  March 2014 - February 2015
Northern Trust  August 2012 - March 2014
Ameriprise Financial Services, Inc.   2011 - 2012

Skills
Salesforce.com, Financial Modeling, Microsoft Excel, Derivatives, Bloomberg, Financial Services, Access, PowerPoint, Microsoft Word, Financial Markets, Vlookup, OS X, Visual Basic, Pivot Tables, DCF Valuation, Adobe Creative Suite, Bonds, Morningstar, Relationship Management, CRM

Education
Eastern Michigan University   2006 — 2012
Bachelor of Business Administration (BBA), Finance

Stephen Bouton Stephen Bouton Scottsdale, Arizona Details
Stephen Bouton's Ameriprise Financial Services, Inc. Experience February 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - Present
Robert W. Baird & Co.   1994 - February 2008

Education
Elizabethtown College   1966 — 1970
Bachelor of Science (BS), Business Management

Ben O'Rourke Ben O'Rourke Minneapolis, Minnesota Details
Ben O'Rourke's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Product Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Wells Fargo  December 2012 - April 2015
Wells Fargo Insurance, Inc.   June 2011 - December 2012
RZ Financial Network   May 2010 - March 2011
Best Buy  November 2008 - May 2010

Skills
Insurance, Customer Service, Sales, Sales Management, Coaching, Team Building, Public Speaking, PowerPoint, Inventory Management, Leadership, Account Management, Time Management, Forecasting, Microsoft Excel, Negotiation, Microsoft Office, Strategic Planning, Management, Training, Retail, Social Networking, Project Management, Leadership Development, Brand Management, Social Media, Finance, CRM, Social Media Marketing, Marketing, Awesomeness

Education
Bethel University   2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations

University of Northern Iowa   2005 — 2008
Bachelor of Arts, Management- Business Administration

Ellsworth Community College   2004 — 2005
General Studies, General Studies

Danielle Sailer Danielle Sailer East Hartford, Connecticut Details
Danielle Sailer's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Business Administration graduate, specialising in Finance
Industry
Experience
First Financial Associates   June 2011 - Present
Ameriprise Financial Services, Inc.   January 2013 - May 2013

Skills
Time Management, Team Leadership, Business, Organization, Social Networking, Outlook, Data Entry

Education
Eastern Connecticut State University   2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General

Vicki Lobacz Vicki Lobacz Evansville, Indiana Area Details
Vicki Lobacz's Ameriprise Financial Services, Inc. Experience 1990 - Present
Job Sales at Bankers Advertising Company
Industry Design
Experience
Ameriprise Financial Services, Inc.   1990 - Present
Bankers Advertising Company  1987 - Present
Ivy's Cottage   October 2009 - January 2013
Musgrove Aquatic Center   March 2009 - August 2010

Skills
Microsoft Office, Outlook, Advertising, Management, Teamwork, Teaching, Marketing Strategy, Social Media Marketing, Social Media, Event Planning, Direct Marketing, Sales Management, B2B, Marketing, Sales, Customer Service, Team Building, Account Management, Public Speaking, Marketing Communications, Public Relations, Strategic Planning, Leadership

Education
East Richland High School

Eastern Illinois University

Illinois Eastern Community Colleges-Olney Central College

Linda Zigament Linda Zigament Urbana-Champaign, Illinois Area Details
Linda Zigament's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Marketing Director at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Self-Employed  March 2012 - Present
Stevie Jay Broadcasting  August 2010 - April 2012
Wolfram Research  November 2006 - August 2010

Skills
Voice-Over, Mathematica, Media Relations, Product Management, Marketing Strategy, Strategic Partnerships, Public Relations, Business Development, Leadership, Social Media, Marketing Communications, Technical Writing, Event Management, Marketing, Copywriting, Social Media Marketing, Social Networking

Education
Eastern Illinois University
Master of Business Administration (M.B.A.), Marketing

University of Illinois at Urbana-Champaign
Bachelor of Science, Public Relations, Advertising, and Applied Communication

Allyson Sullivan Allyson Sullivan Asheboro, North Carolina Details
Allyson Sullivan's Ameriprise Financial Services, Inc. Experience May 2010 - January 2011
Job Technical Project Manager at Medfusion Inc.
Industry Information Technology and Services
Experience
Medfusion Inc.  December 2014 - Present
Medfusion Inc.  February 2014 - December 2014
Randolph Hospital  July 2012 - February 2014
Cerner Corporation  February 2011 - July 2012
Ameriprise Financial Services, Inc.   May 2010 - January 2011
Homegrown Pizza   October 2005 - January 2011

Education
North Carolina State University   2006 — 2010
Bachelor of Science, Business Administration; Finance

East Carolina University - College of Business
Master of Business Administration (MBA)

Chase Cowart Chase Cowart Raleigh, North Carolina Details
Chase Cowart's Ameriprise Financial Services, Inc. Experience May 2013 - January 2014
Job Banking Operations Specialist
Industry Financial Services
Experience
Credit Suisse  January 2015 - Present
Industrial Distribution Group (IDG)   June 2014 - January 2015
Ameriprise Financial Services, Inc.   May 2013 - January 2014

Skills
Leadership Development, Credit Analysis, Staff Development, Data Analysis, Student Development, Policy, Financial Analysis, Customer Service, SX.enterprise

Education
East Carolina University   2011 — 2014
Bachelor's Degree, Business Administration/Financial Services

Michael Wille Michael Wille Wilson, North Carolina Details
Michael Wille's Ameriprise Financial Services, Inc. Experience October 2005 - October 2008
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2008 - Present
Ameriprise Financial Services, Inc.   October 2005 - October 2008

Skills
Finance, Banking, Credit, Loans, Portfolio Management, Wealth Management, Credit Analysis, Retirement Planning

Education
Elon University   2001 — 2005
Bachelor of Science (B.S.), Business Administration/Finance

The Boys' Latin School of Maryland

Jim Southard, CFP®, MBA, ChFC®, CLU®, APMA Jim Southard, CFP®, MBA, ChFC®, CLU®, APMA Albuquerque, New Mexico Area Details
Jim Southard, CFP®, MBA, ChFC®, CLU®, APMA's Ameriprise Financial Services, Inc. Experience February 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1997 - Present
E.A. Sween - Deli Express   1989 - 1996

Education
University of Colorado at Denver   1989 — 1992
Master of Business Administration (MBA)

Eastern New Mexico University   1971 — 1974
BS, Political Science

Morgan Fleming Morgan Fleming Raleigh, North Carolina Details
Morgan Fleming's Ameriprise Financial Services, Inc. Experience April 2011 - August 2011
Job Student at Elon University
Industry Accounting
Experience
INC Research  July 2012 - July 2013
Ameriprise Financial Services, Inc.   April 2011 - August 2011
Elon Writing Center   August 2010 - May 2011
CASL  June 2008 - August 2010

Education
Elon University   2008 — 2012
Bachelor of Science (BS), Accounting

Andrea Murphy, MBA Andrea Murphy, MBA Greater Detroit Area Details
Andrea Murphy, MBA's Ameriprise Financial Services, Inc. Experience March 2013 - October 2013
Job Human Resources Coordinator at Lowe's Companies, Inc.
Industry Government Administration
Experience
Lowe's Companies, Inc.   February 2014 - Present
Lowe's Home Improvement  March 2013 - Present
Ameriprise Financial Services, Inc.   March 2013 - October 2013
Arizona Department of Economic Security  August 2011 - September 2012
Consumers Energy  April 2008 - August 2011
Datapak Services Corp   April 2007 - April 2008
Texas Department of Family and Protective Services, Child Protective Services   August 2000 - September 2006
Compassion International  January 1995 - January 2001
Catholic Charities  August 1999 - July 2000

Education
Eastern Michigan University   2007 — 2009
Masters, Business Administration; Human Resources

Hope College
Bachelors of Arts

Herb Montgomery Herb Montgomery Barnstable/Yarmouth, Massachusetts Area Details
Herb Montgomery's Ameriprise Financial Services, Inc. Experience April 2000 - July 2006
Job President, CFP®, at The Montgomery Financial Group, Inc.
Industry Financial Services
Experience
The Montgomery Financial Group, Inc.   July 2006 - Present
Ameriprise Financial Services, Inc.   April 2000 - July 2006

Skills
Retirement Planning

Education
Eastern Nazarene College   1996 — 1999
BA, Management

Alexander Francis Alexander Francis New York, New York Details
Alexander Francis's Ameriprise Financial Services, Inc. Experience January 2014 - May 2014
Job IB COO/CFO Analyst at Credit Suisse
Industry Financial Services
Experience
Elon University  June 2013 - Present
Credit Suisse  May 2015 - August 2015
Wharton Gladden & Company  May 2014 - August 2014
Ameriprise Financial Services, Inc.   January 2014 - May 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, English, Outlook, Customer Service, Windows, Research, Public Speaking, Negotiation, Time Management, Work Ethic, Analysis, Community Service, Financial Analysis, Interviews, Leadership

Education
Elon University   2012 — 2016
B.S.B.A Finance, Minor in Economics

John Burroughs High School   2006 — 2012
Ladue, MO

Elizabeth Lindsey Elizabeth Lindsey Richmond, Virginia Details
Elizabeth Lindsey's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Capacity Management Supply Chain Management Nissan Motor Company
Industry Automotive
Experience
Nissan Motor Corporation  November 2014 - March 2015
Nissan Motor Company  July 2013 - November 2014
Ameriprise Financial Services, Inc.   2012 - 2013
Orlando Aesthetic Institute   August 2010 - 2011
Avenues Construction   2005 - 2009
College of William and Mary  2007 - 2008
New Kent County  2006 - 2007
Sophisticated Soirees   2005 - 2006

Skills
Social Media, Event Planning, Strategic Planning, Social Networking, Customer Service, Event Management, Public Relations, Training, American History, Marketing, Team Building, Microsoft Excel, Public Speaking, PowerPoint, Marketing Communications

Education
Virginia Commonwealth University   2005 — 2006
BA, History

East Carolina University   2001 — 2005
History

Old Dominion University
Masters of Art, Education

Vicki Giammarco Vicki Giammarco Greater Philadelphia Area Details
Vicki Giammarco's Ameriprise Financial Services, Inc. Experience January 1995 - September 1997
Job Director of Procurement and Auxiliary Services at Montgomery County Community College
Industry Higher Education
Experience
Montgomery County Community College  March 2015 - Present
Delaware County Community College  May 2013 - March 2015
Ursinus College  June 2006 - May 2013
University of Pennsylvania  1999 - 2006
Eagle National Bank  1997 - 1999
Ameriprise Financial Services, Inc.   January 1995 - September 1997

Skills
Non-profits, Community Outreach, Fundraising, Grants, Higher Education, Public Speaking, Data Analysis, Grant Writing, PowerPoint, Research, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Strategic Planning, Customer Service, Marketing, Outlook, Leadership Development, Event Planning, Team Building, Volunteer Management, Project Management, Nonprofits, Public Relations, Staff Development, Program Management, Coaching, Training, Access, Management, Teaching

Education
Eastern University   2012 — 2014
Master's degree, MBA

Rosemont College
Bachelor of Science (B.S.), Business Administration, Management and Operations

Amy Hammer-Huber Amy Hammer-Huber Cleveland/Akron, Ohio Area Details
Amy Hammer-Huber's Ameriprise Financial Services, Inc. Experience September 1999 - Present
Job Admissions Counselor at Royal Redeemer Lutheran School
Industry Education Management
Experience
Royal Redeemer Lutheran School  September 2009 - Present
Ameriprise Financial Services, Inc.   September 1999 - Present

Skills
Strategic Planning

Education
Eastern Michigan University   1985 — 1990
Bachelor of Applied Science (B.A.Sc.), Finance, General

Adam O'Dell, CMT Adam O'Dell, CMT Delray Beach, Florida Details
Adam O'Dell, CMT's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Investment Strategist and Trading Advisor
Industry Financial Services
Experience
Dent Research   2011 - Present
TradeStation Securities  2009 - 2011
Integra FX  2009 - 2009
Ameriprise Financial Services, Inc.   2008 - 2009
University of Phoenix  2005 - 2008

Skills
Investments, Financial Analysis, Series 7, Risk Management, Portfolio Management, Strategic Financial..., Financial Modeling, Leadership, Asset Allocation, Securities, Economics, Equities, Series 24, Series 3, Series 66, Series 34, Stock Options, Commodity Markets, Currency Trading, Chartered Market..., Technical Analysis, Finance, Trading, Options, Investment Strategies, Financial Markets, Bloomberg, Currency, Commodity, Alternative Investments, Derivatives, Hedge Funds, Stocks, Foreign Exchange, Capital Markets, Equity Trading, Equity Research, ETFs, Fixed Income, Asset Management, Uniform Combined State..., FINRA, Hedging, Bonds, Equity Derivatives, Investment Management, Mutual Funds, Electronic Trading, Trading Systems

Education
University of Phoenix   2006 — 2008
Masters of Business Administration, Finance and Economics

Elon University   2000 — 2004
Bachelors of Science, Biology/Chemistry

Angelo Fontanesi Angelo Fontanesi Greater Detroit Area Details
Angelo Fontanesi's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Corporate Registered Principal
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Novus Praesumo Consulting LLC   January 2009 - January 2010
The Ayco Company, L.P.   February 2007 - November 2008
Ameriprise Financial Services, Inc.   September 2005 - February 2007
Financial Industry Regulatory Authority  February 2004 - October 2005
Parker/Hunter  May 2000 - February 2004

Skills
AML, Mutual Funds, Compliance, Securities, FINRA, Insurance, Annuities, Prime Brokerage, Retail Brokerage, Risk Analysis, Risk Mitigation, Securities Litigation, Litigation Support, Sales Management, Sales Support, Supervisory Skills, Staff Supervision, Training & Development, Staff Training, Series 7, Series 66, series 9, series 10, Series 24, series 51, series 55, state insurance license, Legal Research, Legal Writing, Compliance Management, Compliance Audits, SEC compliance

Education
Duquesne University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Duquesne University
Bachelor's degree, Economics and Political Science

Ben Auman, LMT Ben Auman, LMT Washington D.C. Metro Area Details
Ben Auman, LMT's Ameriprise Financial Services, Inc. Experience September 2012 - October 2014
Job Owner, Lead LMT at Auman Massage Therapy
Industry Health, Wellness and Fitness
Experience
Potomac Massage Training Institute  October 2014 - Present
Ameriprise Financial Services, Inc.   September 2012 - October 2014
Association & Communications Management Group   August 2005 - August 2012
Fergus/Peters Group   2004 - 2004

Skills
Public Relations, Public Speaking, Event Planning, Non-profits, Social Media Marketing, Event Management, Proposal Writing, Trade Shows, Strategic Planning, Social Media, Fundraising, Team Building, Social Networking, Nonprofits, Management, Marketing

Education
East Carolina University   2000 — 2005
BA, Communications, Business Administration

Potomac Massage Training Institute

Doug Doores Doug Doores Buffalo/Niagara, New York Area Details
Doug Doores's Ameriprise Financial Services, Inc. Experience October 2004 - May 2012
Job Science Teacher
Industry Financial Services
Experience
Christian Academy of WNY   September 2012 - Present
Ameriprise Financial Services, Inc.   October 2004 - May 2012
Electronic Data Systems  1985 - 2002

Skills
Process Improvement, Strategic Financial..., Program Management, Business Analysis

Education
Duke University   1973 — 1977
Bachelor's Degree, Mechanical Engineering

Jack Ferhadson Jack Ferhadson Greater Detroit Area Details
Jack Ferhadson's Ameriprise Financial Services, Inc. Experience November 2008 - May 2010
Job Project Manager
Industry Information Technology and Services
Experience
SourceHOV  October 2012 - Present
Genesis10 Corporation   May 2011 - August 2011
Ameriprise Financial Services, Inc.   November 2008 - May 2010
Ameriprise Financial  November 2008 - May 2010
H&R Block Financial Advisors  December 1999 - October 2008
OLDE Discount Brokers  August 1988 - November 1999

Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management

Education
Eastern Michigan University   1982 — 1986
BBA, Business Information Systems

Greg Vigstol Greg Vigstol Greater Minneapolis-St. Paul Area Details
Greg Vigstol's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Sr Desktop Analyst at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc.   May 2011 - Present
IBM  May 2006 - May 2011
IBM  1996 - 2006

Education
Dunwoody College of Technology   1985 — 1987
Certificate, Computer and Digital Technology

Denise Grundhoefer Scott Denise Grundhoefer Scott Newburgh, Indiana Details
Denise Grundhoefer Scott's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2011 - Present
U.S. Bank   November 2010 - May 2011
Redekers Furniture   January 2009 - September 2010

Skills
Microsoft Office, Customer Service, Leadership, Sales, Marketing, Event Planning, Team Building, Interior Design, Time Management, AutoCAD, Space Planning

Education
Eastern Kentucky University   2003 — 2008
Bachelor's Degree, Interior Design, Minor in Art History

Matthew C. Crook Matthew C. Crook Wakefield, Rhode Island Details
Matthew C. Crook's Ameriprise Financial Services, Inc. Experience December 1994 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1994 - Present

Education
Eastern Connecticut State University   1986 — 1991
B.S., Management

Eric Schumann, MBA Eric Schumann, MBA Washington D.C. Metro Area Details
Eric Schumann, MBA's Ameriprise Financial Services, Inc. Experience June 2005 - July 2006
Job Senior Director, Corporate Analytics at Privia Health
Industry Hospital & Health Care
Experience
Privia Health  June 2015 - Present
Evolent Health  September 2012 - June 2015
WellPoint  April 2010 - September 2012
WellPoint  October 2007 - April 2010
WellPoint  July 2006 - October 2007
Ameriprise Financial Services, Inc.   June 2005 - July 2006

Skills
Clinical Operations, Workforce Management, Business Intelligence, MicroStrategy Reporting, Financial Analysis, Operations Management, Process Improvement, Capacity Planning, Corporate Financial..., Financial Modeling

Education
Virginia Commonwealth University   2007 — 2009
MBA, Finance

Elon University   2001 — 2005
BBA, Finance & Management, Finance

Doug Doores Doug Doores Buffalo/Niagara, New York Area Details
Doug Doores's Ameriprise Financial Services, Inc. Experience October 2004 - Present
Job Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2004 - Present
Electronic Data Systems  July 1985 - July 2002

Education
Duke University   1973 — 1977
BSME, Mechanical Engineering

Christopher McNinch, CFP Christopher McNinch, CFP Rochester, New York Area Details
Christopher McNinch, CFP's Ameriprise Financial Services, Inc. Experience August 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1993 - Present

Education
University of South Florida   1987 — 1989
BS, Marketing, Business

Edison Community College   1985 — 1986

Ryan Tolan, CFP® Ryan Tolan, CFP® Greater Los Angeles Area Details
Ryan Tolan, CFP®'s Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2006 - Present

Education
Duquesne University
Bachelors, Psychology

Ben Pratt Ben Pratt Greater Minneapolis-St. Paul Area Details
Ben Pratt's Ameriprise Financial Services, Inc. Experience July 2011 - February 2012
Job VP, Corporate Public Affairs at The Mosaic Company
Industry Financial Services
Experience
The Mosaic Company  August 2014 - Present
The Mosaic Company  October 2013 - Present
The Mosaic Company  February 2012 - October 2013
Ameriprise Financial Services, Inc.   July 2011 - February 2012
Ameriprise Financial Services, Inc.   December 2006 - July 2011
PNC  2003 - 2006
Lehman Brothers  2001 - 2003

Education
Duke University   1986 — 1991
AB, English

Alison Decker Alison Decker Phoenix, Arizona Area Details
Alison Decker's Ameriprise Financial Services, Inc. Experience March 2007 - June 2008
Job Manager at Put A Fork In It Catering
Industry Food & Beverages
Experience
Put A Fork In It Catering   July 2007 - Present
Ameriprise Financial Services, Inc.   March 2007 - June 2008

Skills
Investments, Event Management, Event Planning, Strategic Financial..., Financial Analysis, Strategic Planning, Financial Modeling, Business Analysis, Business Strategy, Strategy, Change Management, Process Improvement, Cross-functional Team..., Business Planning, Marketing Strategy, Management, Sales Management, Sales, Business Process...

Education
Eastern Michigan University   2001 — 2005
Public Relations, Marketing & Promotion

Peter Crowder Peter Crowder Greater Detroit Area Details
Peter Crowder's Ameriprise Financial Services, Inc. Experience February 2010 - Present
Job Corporate Registered Principle at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2010 - Present
Fifth Third Bank  2008 - 2010
Hantz Financial  May 2007 - September 2008

Skills
Series 7, Retirement Planning, Series 63, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Retirement, Portfolio Management, Investment Advisory, Securities, Series 24

Education
Eastern Michigan University   2003 — 2007
B.B.A., Finance

kishore Muppaneni kishore Muppaneni Washington D.C. Metro Area Details
kishore Muppaneni's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job SOA Consultant at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac  July 2014 - Present
Genesis10  December 2012 - May 2014
Thrivent Financial for Lutherans  2012 - 2013
Cognizant Technology Solutions  June 2005 - November 2012
Ameriprise Financial Services, Inc.   2009 - 2012
American Express  2005 - 2006
American Cybersystems  2004 - 2005

Skills
Requirements Analysis, SDLC, Java Enterprise Edition, SOA, Solution Architecture, Project Coordination, Global Delivery, Software Project..., Agile Project Management, Agile Methodologies, PMP, Enterprise Architecture, IT Strategy, PMO, Requirements Gathering

Education
Edith Cowan University   2003 — 2004
Masters, Internet Computing

Osmania University   1998 — 2000
Masters, Computer Science

Jackie Valentine, MBA, GCDF Jackie Valentine, MBA, GCDF Knoxville, Tennessee Area Details
Jackie Valentine, MBA, GCDF's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Tech Savvy Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2014 - Present
Douglas-Cherokee Economic Authority Inc.   February 2013 - May 2014
Precision Boilers, LLC   September 2011 - February 2013
n/a - currently unemployed  July 2011 - September 2011
Walters State Community College  October 2009 - June 2011
Cocke County Board of Education   September 2007 - September 2009
TN Department of Children's Services  November 2005 - September 2007
Frontier Health  October 2004 - November 2005
Berkline LLC  February 1998 - August 2004

Skills
Public Relations, Community Relations, Microsoft Office, Career Counseling, Job Search Strategies, Recruitment/Retention, Group Presentations, Staff Supervision, Event Planning, Creative Problem Solving, Skilled Communicator, Corporate Finance, Twitter, Community Development, Resume Writing, Recruiting, WordPress, Social Media, Interviews, Human Resources, Career Development, Program Development, Management, Nonprofits, Analysis, Employee Benefits, Employee Training, Accounts Receivable, Accounts Payable, Cash Flow Forecasting, Marketing, General Ledger, ERP, Research

Education
Lincoln Memorial University   2008 — 2009
MBA, Finance

East Tennessee State University   2004 — 2005
B.S., Sociology

Walters State Community College   2000 — 2001
A.S., General

Scott C. Moesta, JD, CRPC Scott C. Moesta, JD, CRPC Raleigh-Durham, North Carolina Area Details
Scott C. Moesta, JD, CRPC's Ameriprise Financial Services, Inc. Experience May 2012 - Present
Job Associate Financial Advisor, Karl Mundt & Associates, a financial advisory practice of Ameriprise Financial Services Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Moesta & Fife, PLLC   April 2009 - May 2012
Scott C. Moesta, Attorney & Counselor at Law, PA   July 2002 - April 2009

Education
University of Dayton School of Law   1995 — 1998
Doctor of Law (JD), Law

Duquesne University   1991 — 1995
Bachelor of Arts (B.A.), History

Courtney Cheng, CPA Courtney Cheng, CPA Greater New York City Area Details
Courtney Cheng, CPA's Ameriprise Financial Services, Inc. Experience April 2012 - August 2012
Job Financial Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group  February 2015 - Present
KPMG US  October 2012 - February 2015
Ameriprise Financial Services, Inc.   April 2012 - August 2012
Pi Beta Phi Fraternity  December 2010 - December 2011
KPMG  January 2011 - August 2011
FGI Finance  2010 - January 2011
Women History Month Planning Committee   2008 - 2011
Washington Square News  2008 - 2010
Wired Magazine  August 2009 - December 2009
Great Wall Chinese Resaturant   January 2000 - December 2008

Skills
Microsoft Office, Photoshop, Digital Photography, Flute, Travel Planning, PowerPoint, Microsoft Excel, Marketing, Social Media Marketing, Finance, Public Relations, Corporate Tax, Income Tax, Tax Law, Tax Advisory, Accounting, International Tax, Partnership Taxation

Education
New York University - Leonard N. Stern School of Business   2012 — 2012
Master of Science (MS), Accounting

New York University - Leonard N. Stern School of Business   2008 — 2012
Bachelor's degree, Accounting and Finance

East China Normal University   2010 — 2010
Chinese Studies

Veronica Ingenito Veronica Ingenito Charlotte, North Carolina Area Details
Veronica Ingenito's Ameriprise Financial Services, Inc. Experience October 2007 - July 2009
Job Branch Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
AMERIPRISE FINANCIAL  October 2007 - Present
Ameriprise Financial Services, Inc.   October 2007 - July 2009
AROOJIS WINE ROOM   January 2001 - January 2003

Education
ECPI University   2004 — 2006
Associates, Business Administration

ECPI University
Associates Degree; Bachelor Degree, Business Administration; Accounting

Andrew Mussen Andrew Mussen Greater Detroit Area Details
Andrew Mussen's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job financial advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1998 - Present

Skills
Financial Planning

Education
Eastern Michigan University   1995 — 1998
Bachelor of Science, Finance

Jesse Fournier Jesse Fournier Osseo, Minnesota Details
Jesse Fournier's Ameriprise Financial Services, Inc. Experience December 2012 - September 2014
Job Enterprise Mobility Lead at Allianz Life
Industry Financial Services
Experience
Allianz Life  September 2014 - Present
Ameriprise Financial Services, Inc.   December 2012 - September 2014
Ameriprise Financial Services, Inc.   January 2012 - December 2012
Ameriprise Financial Services, Inc.   March 2009 - January 2012

Skills
mobile application..., Mobile Device Management, Application Packaging, iOS policy management, Android policy..., Mobile Strategy, mobile application risk..., Active Directory, Lotus Notes, Windows 7, VMware, XP, Visio, Windows XP Professional, SCCM, Virtualization, Citrix, SQL, Disaster Recovery, Windows Server, Operating Systems, Production Support, Windows XP, XML, IIS, BYOD, Business Analysis

Education
Dunwoody College of Technology

Hennepin Technical College

Lee Walp Lee Walp Lancaster, Pennsylvania Area Details
Lee Walp's Ameriprise Financial Services, Inc. Experience November 1979 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1979 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Elizabethtown College   1974 — 1976
Bachelor of Science (BS), Business Administration and Management, General

Brevard College Brevard NC   1972 — 1974
Associate of Arts (A.A.), Business Administration and Management, General

Manheim Township High School   1969 — 1972

Carrie Dorman, CRPC® Carrie Dorman, CRPC® Madison, Wisconsin Area Details
Carrie Dorman, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2007 - May 2012
Job Registered Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2012 - Present
Ameriprise Financial Services, Inc.   August 2007 - May 2012

Education
Eastern University   2003 — 2007
Bachelor of Arts (B.A.), Spanish and Missions & Anthropology

Fundación Universidad de las Américas, Puebla, A.C.   2005 — 2006
Spanish and Anthropoligical Studies

Waunakee High School   1999 — 2003
High School Diploma

Kurt Studier Kurt Studier Greenville, South Carolina Details
Kurt Studier's Ameriprise Financial Services, Inc. Experience November 1983 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 1983 - Present
Greenville Symphony Association   September 1979 - June 1989
Furman University  September 1979 - May 1985

Education
Louisiana State University   1976 — 1979
Master's degree, Music

Eastman School of Music   1975 — 1979
Bachelor's degree, Music Education

Robert Kovalchik Robert Kovalchik Pittsburgh, Pennsylvania Details
Robert Kovalchik's Ameriprise Financial Services, Inc. Experience August 1984 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1984 - Present

Skills
Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Planning

Education
Duquesne University   1975 — 1979
Bachelor of Business Administration (B.B.A.)

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