Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1987 - Present
Education
Eastern Michigan University 1978 — 1980
Bachelors in Business Administration, Accounting and Finance
College for Financial Planning
CRPC
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
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
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
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
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
Ameriprise Financial Services, Inc. March 1994 - Present
Education
Eastern Illinois University 1982 — 1986
Bachelor of Science (B.S.), Energy Management
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
Ameriprise Financial Services, Inc. 2013 - 2013
Education
Eastern Michigan University 1995 — 1998
Bachelor's degree, Education
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
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
Ameriprise Financial Services, Inc. 1998 - Present
Education
Elon University 1991 — 1994
B.S., Economics
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
Ameriprise Financial Services, Inc. September 2008 - Present
Education
Westminster College (PA) 2006 — 2008
Bachelor of Science, Quantitative Economics
Duquesne University 2004 — 2006
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
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
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
Ameriprise Financial Services, Inc. July 1997 - Present
Education
Eastern Illinois University 1992 — 1996
BA, Finance
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
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
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
Ameriprise Financial Services, Inc. January 2004 - Present
China World Sector Corp. July 1996 - April 2003
Education
Duke University 1975 — 1979
BSE, Biomedical/Electrical Engineering
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
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
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
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
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
Ameriprise Financial Services, Inc. May 1994 - Present
Perdue Farms May 1989 - May 1994
Education
East Carolina University 1979 — 1983
Bachelor's degree, Industrial Engineering
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
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
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
Ameriprise Financial Services, Inc. January 1997 - Present
Ameriprise Financial Services, Inc. 2000 - 2010
Catholic Relief Services 1994 - 1997
Education
Duquesne University 1971 — 1975
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 2004 - Present
Equitas America, LLC / Melanie Di Censo, CFP October 1994 - April 2004
Education
Eastern Michigan University
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 & 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
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
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
Ameriprise Financial Services, Inc. 1995 - Present
American Express Financial Advisors 1988 - 1995
Education
Elmira College 1973 — 1977
Bachelor of Science
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
Ameriprise Financial Services, Inc. 1985 - Present
Physician's Assistant 1977 - 1985
Education
Duke University 1975 — 1977
bs, Allied Health
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
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
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
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
Ameriprise Financial Services, Inc. January 1979 - Present
Education
East Stroudsburg University of Pennsylvania
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. March 1985 - Present
Education
Eastern Michigan University
Bachelor of Science (B.S.), Psychology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Education
Eastern Connecticut State University 2010 — 2013
shs
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. December 1994 - Present
Education
Eastern Connecticut State University 1986 — 1991
B.S., Management
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
Ameriprise Financial Services, Inc. October 2004 - Present
Electronic Data Systems July 1985 - July 2002
Education
Duke University 1973 — 1977
BSME, Mechanical Engineering
Ameriprise Financial Services, Inc. August 1993 - Present
Education
University of South Florida 1987 — 1989
BS, Marketing, Business
Edison Community College 1985 — 1986
Ameriprise Financial Services, Inc. August 2006 - Present
Education
Duquesne University
Bachelors, Psychology
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1998 - Present
Skills
Financial Planning
Education
Eastern Michigan University 1995 — 1998
Bachelor of Science, Finance
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
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
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
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
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.)