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
Employee
Years
Job
Industry
Roger Oprandi Roger Oprandi's Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Florida International University - College of Business 1995 — 1999
Gulliver
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Florida International University - College of Business 1995 — 1999
Gulliver
Joe Summerville, CMFC® Joe Summerville, CMFC®'s Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Summerville Financial Group, Inc. January 2011 - December 2011
Crisp, Summerville & Co. November 2000 - December 2010
Education
Erskine College 1967 — 1971
Bachelor of Science (BS), Business and Pshchology
Ameriprise Financial Services, Inc. January 2012 - Present
Summerville Financial Group, Inc. January 2011 - December 2011
Crisp, Summerville & Co. November 2000 - December 2010
Education
Erskine College 1967 — 1971
Bachelor of Science (BS), Business and Pshchology
Chris Hemmer Chris Hemmer's Ameriprise Financial Services, Inc. Experience December 2008 - February 2009
Job Local Operations Coordinator at MacDonald Moving
Industry Marketing and Advertising
Experience
MacDonald Moving Services May 2015 - Present
WordStream April 2014 - June 2015
UPS November 2013 - December 2013
Bayside Tent & Table June 2010 - September 2013
Ed Markey for MA Senate Campaign May 2013 - June 2013
Chrispy's Liquors February 2011 - May 2013
StudentCity.com September 2011 - December 2011
Massachusetts State Police December 2009 - February 2010
Ameriprise Financial Services, Inc. December 2008 - February 2009
Skills
Leadership, Social Media, Microsoft Excel, Facebook, Access, Customer Satisfaction, Google Adwords, Google Adwords..., PPC, Paid Search Strategy, Paid Search Campaigns, Salesforce.com, Online Advertising, Customer Retention, Customer Support, Microsoft Office, Microsoft Word, PowerPoint, Twitter, Blogging, Event Planning, Internet, Outlook, Retail, Customer Service, Data Entry, Thesis, Copying, Research, Tents, GoToMeeting
Education
Endicott College 2012 — 2013
Master of Business Administration (MBA), Graduate Student
Endicott College 2008 — 2012
Bachelor's degree, Business Administration
Coyle & Cassidy High School 2004 — 2008
High School Diploma
MacDonald Moving Services May 2015 - Present
WordStream April 2014 - June 2015
UPS November 2013 - December 2013
Bayside Tent & Table June 2010 - September 2013
Ed Markey for MA Senate Campaign May 2013 - June 2013
Chrispy's Liquors February 2011 - May 2013
StudentCity.com September 2011 - December 2011
Massachusetts State Police December 2009 - February 2010
Ameriprise Financial Services, Inc. December 2008 - February 2009
Skills
Leadership, Social Media, Microsoft Excel, Facebook, Access, Customer Satisfaction, Google Adwords, Google Adwords..., PPC, Paid Search Strategy, Paid Search Campaigns, Salesforce.com, Online Advertising, Customer Retention, Customer Support, Microsoft Office, Microsoft Word, PowerPoint, Twitter, Blogging, Event Planning, Internet, Outlook, Retail, Customer Service, Data Entry, Thesis, Copying, Research, Tents, GoToMeeting
Education
Endicott College 2012 — 2013
Master of Business Administration (MBA), Graduate Student
Endicott College 2008 — 2012
Bachelor's degree, Business Administration
Coyle & Cassidy High School 2004 — 2008
High School Diploma
Jordan Schneider Jordan Schneider's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Senior Analyst, Strategy & Development at Ryder System, Inc.
Industry Financial Services
Experience
Ryder System, Inc. September 2015 - Present
Alexander Alternative Capital June 2014 - July 2015
Raymond James Financial Inc. October 2013 - March 2014
Tyco International June 2012 - October 2013
Schneider, Hammer, and Associates, LLC January 2012 - June 2012
Ameriprise Financial Services, Inc. May 2009 - August 2009
Skills
Problem Solving, Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Investments, Accounting, Microsoft Word, Research
Education
University of Florida 2007 — 2011
Bachelor of Science, Honors Program, Accounting
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Ryder System, Inc. September 2015 - Present
Alexander Alternative Capital June 2014 - July 2015
Raymond James Financial Inc. October 2013 - March 2014
Tyco International June 2012 - October 2013
Schneider, Hammer, and Associates, LLC January 2012 - June 2012
Ameriprise Financial Services, Inc. May 2009 - August 2009
Skills
Problem Solving, Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Investments, Accounting, Microsoft Word, Research
Education
University of Florida 2007 — 2011
Bachelor of Science, Honors Program, Accounting
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Vitor Hugo De Castro Silva Vitor Hugo De Castro Silva's Ameriprise Financial Services, Inc. Experience March 2011 - December 2013
Job Office Administrator at De Castro & Brandão
Industry Financial Services
Experience
De Castro & Brandão January 2014 - Present
Ameriprise Financial Services, Inc. March 2011 - December 2013
Domino's Pizza August 2001 - April 2009
Skills
Microsoft Office, Customer Service, Sales, Marketing, Microsoft Excel, PowerPoint, Management, Microsoft Word, Research, Retail, Teamwork
Education
UCLA Extension Corporate Education & Custom Programs 2015 — 2016
Project Management Certificate, Business Administration and Management, General
Florida International University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA - 3.7
Westchester Community College 2006 — 2008
Associate of Science (AS), Business Administration, 3.19
De Castro & Brandão January 2014 - Present
Ameriprise Financial Services, Inc. March 2011 - December 2013
Domino's Pizza August 2001 - April 2009
Skills
Microsoft Office, Customer Service, Sales, Marketing, Microsoft Excel, PowerPoint, Management, Microsoft Word, Research, Retail, Teamwork
Education
UCLA Extension Corporate Education & Custom Programs 2015 — 2016
Project Management Certificate, Business Administration and Management, General
Florida International University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA - 3.7
Westchester Community College 2006 — 2008
Associate of Science (AS), Business Administration, 3.19
Katy Moss's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Recruiter at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. October 2010 - January 2014
State Street October 2007 - October 2010
UBS January 2007 - May 2007
Skills
Recruiting, Sourcing, Human Resources, Interviews, New Hire Orientations, Hiring, Personnel Management, Screening, Leadership, Management, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management
Education
Suffolk University 2009 — 2011
MS, Human Resources
Fairfield University 2003 — 2007
BA, Psychology and Sociology
Heaven-Leigh Dempsey Heaven-Leigh Dempsey's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Mary Kay Inc. August 2011 - November 2014
Beachbody March 2013 - January 2014
Nexlink Communications May 2010 - March 2011
United States Marine Corps July 2004 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access
Education
Florida International University 2011 — 2015
Bachelor's degree, Elementary Education and Teaching
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Accounting
Ameriprise Financial Services, Inc. March 2011 - Present
Mary Kay Inc. August 2011 - November 2014
Beachbody March 2013 - January 2014
Nexlink Communications May 2010 - March 2011
United States Marine Corps July 2004 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access
Education
Florida International University 2011 — 2015
Bachelor's degree, Elementary Education and Teaching
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Accounting
Joya Favors Joya Favors's Ameriprise Financial Services, Inc. Experience 1996 - 1997
Job Transfer Agency Control Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust October 2007 - August 2012
Mesirow Financial October 2004 - October 2007
Wells Fargo Advisors October 2000 - October 2004
RBC Wealth Management 1997 - 1999
Ameriprise Financial Services, Inc. 1996 - 1997
Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance
Education
Fisk University 1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology
Northern Trust August 2012 - Present
Northern Trust October 2007 - August 2012
Mesirow Financial October 2004 - October 2007
Wells Fargo Advisors October 2000 - October 2004
RBC Wealth Management 1997 - 1999
Ameriprise Financial Services, Inc. 1996 - 1997
Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance
Education
Fisk University 1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology
Carla Boggess Carla Boggess's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley February 2008 - March 2013
UBS Financial Services April 2006 - February 2008
Smith Barney April 1998 - April 2006
Skills
Series 7, 65, 63, 3, 9,..., Health, Annuity, and..., Wealth Management, Risk Management, Small Business, Finance, Financial Services, Series 7, Mutual Funds, Equities, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Fixed Income
Education
Florida Gulf Coast University 2005 — 2013
Master of Business Administration (M.B.A.), Interdisciplinary
Monmouth University
Master of Arts (M.A.), Psychology
University of Alabama
Bachelor of Arts (B.A.), French Studies/Sociology
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley February 2008 - March 2013
UBS Financial Services April 2006 - February 2008
Smith Barney April 1998 - April 2006
Skills
Series 7, 65, 63, 3, 9,..., Health, Annuity, and..., Wealth Management, Risk Management, Small Business, Finance, Financial Services, Series 7, Mutual Funds, Equities, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Fixed Income
Education
Florida Gulf Coast University 2005 — 2013
Master of Business Administration (M.B.A.), Interdisciplinary
Monmouth University
Master of Arts (M.A.), Psychology
University of Alabama
Bachelor of Arts (B.A.), French Studies/Sociology
Richard A. Mazo, ChFC Richard A. Mazo, ChFC's Ameriprise Financial Services, Inc. Experience November 1994 - Present
Job Financial Advisor with Ameriprise Financial Inc. a Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1994 - Present
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Computer Engineering
Ameriprise Financial Services, Inc. November 1994 - Present
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Computer Engineering
Kristy Lee Jette Kristy Lee Jette's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Wells Fargo 2008 - 2010
LongBeach Mortgage Company 2005 - 2008
Coldwell Banker 2003 - 2006
Skills
Credit, Customer Service, Finance, Financial Services, Investments, Sports
Education
Pines School of Real Estate 2003 — 2006
Licensed Realtor
Florida Atlantic University 2000 — 2002
Business Administration and Management, General
Ameriprise Financial Services, Inc. February 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Wells Fargo 2008 - 2010
LongBeach Mortgage Company 2005 - 2008
Coldwell Banker 2003 - 2006
Skills
Credit, Customer Service, Finance, Financial Services, Investments, Sports
Education
Pines School of Real Estate 2003 — 2006
Licensed Realtor
Florida Atlantic University 2000 — 2002
Business Administration and Management, General
Dan Landrau CFP®, CRPC®, RFC® Dan Landrau CFP®, CRPC®, RFC®'s Ameriprise Financial Services, Inc. Experience August 2006 - February 2008
Job Branch Manager | CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2009 - Present
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial Services, Inc. August 2006 - February 2008
Education
Florida International University - College of Business 2002 — 2006
BBA, Business Management
Cardinal Mooney HS 1998 — 2002
Ameriprise Financial November 2009 - Present
Ameriprise Financial February 2008 - November 2009
Ameriprise Financial Services, Inc. August 2006 - February 2008
Education
Florida International University - College of Business 2002 — 2006
BBA, Business Management
Cardinal Mooney HS 1998 — 2002
J.Michael Wallop J.Michael Wallop's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Merrill Lynch July 2005 - April 2012
Ralph Lauren June 1990 - February 1998
Education
Fashion Institute of Technology 1976 — 1978
AAS, Menswear Design and marketing
Ameriprise Financial Services, Inc. April 2012 - Present
Merrill Lynch July 2005 - April 2012
Ralph Lauren June 1990 - February 1998
Education
Fashion Institute of Technology 1976 — 1978
AAS, Menswear Design and marketing
Blayne (Barney) Barnhart ChFC®, CLU®, CRPC®'s Ameriprise Financial Services, Inc. Experience February 1987 - Present
Job Financial Advisor at AGP Wealth Advisors, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1987 - Present
Education
Faith Baptist Bible College and Theological Seminary 1974 — 1977
Bachelor's Degree, Systemic Theology
Ameriprise Financial Services, Inc. February 1987 - Present
Education
Faith Baptist Bible College and Theological Seminary 1974 — 1977
Bachelor's Degree, Systemic Theology
Stephanie (Jiaqi) Li's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Actuarial Intern at Ameriprise Financial Service Inc.
Industry Insurance
Experience
UW System- HRS Service Center September 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Humana May 2014 - August 2014
Four Lakes Market UW-Madison August 2012 - May 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, Actuarial Science, Insurance, Data Analysis, SQL, Learning Quickly, Adaptability, Communication Skills, Reporting & Analysis, Risk Management, Time Management, Financial Analysis, Statistics
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor's Degree, Actuarial Science, Finance, Investment & Banking
ESCP Europe 2015 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, International Business Management
UW System- HRS Service Center September 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
Humana May 2014 - August 2014
Four Lakes Market UW-Madison August 2012 - May 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, Actuarial Science, Insurance, Data Analysis, SQL, Learning Quickly, Adaptability, Communication Skills, Reporting & Analysis, Risk Management, Time Management, Financial Analysis, Statistics
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor's Degree, Actuarial Science, Finance, Investment & Banking
ESCP Europe 2015 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, International Business Management
Brian Hill CRPC® Brian Hill CRPC®'s Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo July 1998 - October 2012
Education
UNC Charlotte 1994 — 1997
Bachelor's degree, Marketing
Finger Lakes Community College 1992 — 1993
Associate's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo July 1998 - October 2012
Education
UNC Charlotte 1994 — 1997
Bachelor's degree, Marketing
Finger Lakes Community College 1992 — 1993
Associate's degree, Business Administration and Management, General
Veronica Monroy's Ameriprise Financial Services, Inc. Experience January 2013 - July 2013
Job Marketing Associate
Industry Pharmaceuticals
Experience
Biorasi April 2014 - Present
Saks Fifth Avenue July 2013 - February 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
Skills
Communication Skills, Marketing, Organization, Computers, CRM, Microsoft Office, Mac, Social Media Marketing, Spanish-speaking, American English, French, Teamwork, Advertising, Sales, Market Research, Retail, Merchandising, Visual Merchandising, Fashion, Marketing Strategy, Customer Service, Communication, Microsoft Excel, Spanish
Education
Florida International University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Université Paris-Sorbonne 2010 — 2011
Certificate, French Language and Literature
Biorasi April 2014 - Present
Saks Fifth Avenue July 2013 - February 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
Skills
Communication Skills, Marketing, Organization, Computers, CRM, Microsoft Office, Mac, Social Media Marketing, Spanish-speaking, American English, French, Teamwork, Advertising, Sales, Market Research, Retail, Merchandising, Visual Merchandising, Fashion, Marketing Strategy, Customer Service, Communication, Microsoft Excel, Spanish
Education
Florida International University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Université Paris-Sorbonne 2010 — 2011
Certificate, French Language and Literature
Jorge A Lopez Jorge A Lopez's Ameriprise Financial Services, Inc. Experience September 2007 - Present
Job Investment Manager | Financial Planning Analyst Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2007 - Present
Christopher Columbus High School August 2006 - December 2012
Bristol Bank/Bank of Florida 2006 - 2007
Education
Florida International University 2005 — 2008
Bachelor of Business Administration (B.B.A.), International Business and Management
Christopher Columbus High School 2001 — 2005
High School
Ameriprise Financial Services, Inc. September 2007 - Present
Christopher Columbus High School August 2006 - December 2012
Bristol Bank/Bank of Florida 2006 - 2007
Education
Florida International University 2005 — 2008
Bachelor of Business Administration (B.B.A.), International Business and Management
Christopher Columbus High School 2001 — 2005
High School
Cinthya Duarte Cinthya Duarte's Ameriprise Financial Services, Inc. Experience September 2006 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2006 - Present
Macy's September 2006 - June 2007
Skills
Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Financial Planning, Leadership, Marketing
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor, Finance
Ameriprise Financial Services, Inc. September 2006 - Present
Macy's September 2006 - June 2007
Skills
Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Financial Planning, Leadership, Marketing
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor, Finance
Adeline Pin's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Planning and Wealth Management Internship at Ameriprise Financial Services, Inc.
Industry Real Estate
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Creative Lifestyle Realty August 2014 - Present
American Airlines December 2013 - April 2014
Linking Promotions, Inc. & other marketing companies. July 2012 - July 2013
Villa 221 November 2012 - February 2013
Law Offices of Lilli Marder March 2012 - June 2012
Babolat December 2011 - March 2012
Skills
Marketing, Social Networking, Spanish, Microsoft Office, Event Management, Product Marketing, Public Relations, Social Media Marketing, Direct Sales, Foreign Languages, Marketing Strategy, Hospitality Industry, Office Administration, Marketing Communications, Entertainment, Budgeting, PowerPoint, Sales, Event Planning, Social Media, Leadership, Customer Service
Education
Florida International University 2010 — 2016
Bachelor’s Degree, Finance and Marketing, Junior
Ameriprise Financial Services, Inc. June 2015 - Present
Creative Lifestyle Realty August 2014 - Present
American Airlines December 2013 - April 2014
Linking Promotions, Inc. & other marketing companies. July 2012 - July 2013
Villa 221 November 2012 - February 2013
Law Offices of Lilli Marder March 2012 - June 2012
Babolat December 2011 - March 2012
Skills
Marketing, Social Networking, Spanish, Microsoft Office, Event Management, Product Marketing, Public Relations, Social Media Marketing, Direct Sales, Foreign Languages, Marketing Strategy, Hospitality Industry, Office Administration, Marketing Communications, Entertainment, Budgeting, PowerPoint, Sales, Event Planning, Social Media, Leadership, Customer Service
Education
Florida International University 2010 — 2016
Bachelor’s Degree, Finance and Marketing, Junior
Dennis Culver Dennis Culver's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Planning
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Bay City News April 2014 - Present
The News-Press Media Group June 2006 - December 2013
The Gainesville Sun 2004 - 2006
Skills
Communication, Photography
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Science (B.S.), Finance
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Journalism
Ameriprise Financial Services, Inc. September 2014 - Present
Bay City News April 2014 - Present
The News-Press Media Group June 2006 - December 2013
The Gainesville Sun 2004 - 2006
Skills
Communication, Photography
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Science (B.S.), Finance
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Journalism
Nicole Santiago's Ameriprise Financial Services, Inc. Experience June 2006 - August 2013
Job Customer Relations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2014 - Present
Boston Sports Clubs September 2014 - November 2014
Boston Celtics September 2013 - May 2014
Ameriprise Financial Services, Inc. June 2006 - August 2013
CNL Financial Group July 2012 - August 2012
Hispanic Business Initiative Fund January 2011 - January 2011
Skills
Team Building, Community Outreach, Databases, Financial Reporting, Continuous Improvement, Management, Marketing, Social Media, Sales Management, Marketing Strategy, Networking, Nonprofits, Microsoft Office, Operations Management, Public Speaking, Market Research, Sales, Time Management, Teamwork, Training, Team Management, Windows, Fitness
Education
Endicott College 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bishop Moore Catholic High Scool 2006 — 2010
High School
Ameriprise Financial December 2014 - Present
Boston Sports Clubs September 2014 - November 2014
Boston Celtics September 2013 - May 2014
Ameriprise Financial Services, Inc. June 2006 - August 2013
CNL Financial Group July 2012 - August 2012
Hispanic Business Initiative Fund January 2011 - January 2011
Skills
Team Building, Community Outreach, Databases, Financial Reporting, Continuous Improvement, Management, Marketing, Social Media, Sales Management, Marketing Strategy, Networking, Nonprofits, Microsoft Office, Operations Management, Public Speaking, Market Research, Sales, Time Management, Teamwork, Training, Team Management, Windows, Fitness
Education
Endicott College 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bishop Moore Catholic High Scool 2006 — 2010
High School
David Benedict David Benedict's Ameriprise Financial Services, Inc. Experience January 2012 - August 2014
Job Consultant at the Carlson Consulting Enterprise
Industry Financial Services
Experience
Carlson Consulting Enterprise March 2015 - Present
Carlson School of Management August 2014 - Present
The Boston Consulting Group June 2015 - August 2015
Ameriprise Financial Services, Inc. January 2012 - August 2014
Ameriprise Financial Services, Inc. June 2010 - January 2012
Skills
Leadership, Strategy, Management, Finance, Data Analysis, Financial Analysis, Investments, Project Management, Analysis
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Organization and Management
Bocconi University
Carlson Consulting Enterprise March 2015 - Present
Carlson School of Management August 2014 - Present
The Boston Consulting Group June 2015 - August 2015
Ameriprise Financial Services, Inc. January 2012 - August 2014
Ameriprise Financial Services, Inc. June 2010 - January 2012
Skills
Leadership, Strategy, Management, Finance, Data Analysis, Financial Analysis, Investments, Project Management, Analysis
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Organization and Management
Bocconi University
Miguel Horvath, CFP®,'s Ameriprise Financial Services, Inc. Experience January 2002 - February 2005
Job Private Wealth Advisor at Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. February 2005 - Present
Ameriprise Financial Services, Inc. January 2002 - February 2005
Morgan Stanley December 1999 - December 2001
Merrill Lynch August 1999 - November 1999
Ameriprise Financial Services, Inc. January 1998 - April 1999
Education
Florida International University - College of Business
Master of Science in Finance (MSF) (Expected Dec. 2015), Investments Track
Florida International University - College of Business
Bachelor of Business Administration (BBA), Finance
Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. February 2005 - Present
Ameriprise Financial Services, Inc. January 2002 - February 2005
Morgan Stanley December 1999 - December 2001
Merrill Lynch August 1999 - November 1999
Ameriprise Financial Services, Inc. January 1998 - April 1999
Education
Florida International University - College of Business
Master of Science in Finance (MSF) (Expected Dec. 2015), Investments Track
Florida International University - College of Business
Bachelor of Business Administration (BBA), Finance
James Deichmann James Deichmann's Ameriprise Financial Services, Inc. Experience January 2015 - July 2015
Job Counselor at Freedom Through Forgiveness
Industry Individual & Family Services
Experience
Freedom Through Forgiveness Ministries FTFM July 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - July 2015
Assemblies of God Credit Union August 2013 - November 2013
Commerce Bank February 2013 - August 2013
FTFM May 2012 - November 2012
Skills
Communication, Financial Analysis, Finance, Public Relations, Idea Generation, Leadership, Sales, Strategic Planning, Customer Service, Public Speaking, Time Management, Strategy, Budgets, Microsoft Excel, Team Leadership, Microsoft Word, Research, Personal Finance, Social Networking, Editing, Investments, Strategic Financial..., Market Research, Team Building, PowerPoint, Facebook
Education
Evangel University 2013 — 2014
Bachelor's degree, Finance and Financial Management Services
Wayne State College 2010 — 2012
Associate's degree, Business Administration and Management, General
Freedom Through Forgiveness Ministries FTFM July 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - July 2015
Assemblies of God Credit Union August 2013 - November 2013
Commerce Bank February 2013 - August 2013
FTFM May 2012 - November 2012
Skills
Communication, Financial Analysis, Finance, Public Relations, Idea Generation, Leadership, Sales, Strategic Planning, Customer Service, Public Speaking, Time Management, Strategy, Budgets, Microsoft Excel, Team Leadership, Microsoft Word, Research, Personal Finance, Social Networking, Editing, Investments, Strategic Financial..., Market Research, Team Building, PowerPoint, Facebook
Education
Evangel University 2013 — 2014
Bachelor's degree, Finance and Financial Management Services
Wayne State College 2010 — 2012
Associate's degree, Business Administration and Management, General
Carlos Viera, CRPC Carlos Viera, CRPC's Ameriprise Financial Services, Inc. Experience 1987 - Present
Job Financial Advisor, Financial Planning Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1987 - Present
Foundation for Financial Planning January 2000 - December 2010
Ameriprise Financial Services, Inc. April 1998 - December 2007
American Express 1987 - 1998
Eastern Airlines 1976 - 1987
Education
College of Financial Planning 2007 — 2008
CRPC, Chartered Retirement Planning Counselor - Financial Planning
Florida International University 1972 — 1977
Marketing
Ameriprise Financial Services, Inc. 1987 - Present
Foundation for Financial Planning January 2000 - December 2010
Ameriprise Financial Services, Inc. April 1998 - December 2007
American Express 1987 - 1998
Eastern Airlines 1976 - 1987
Education
College of Financial Planning 2007 — 2008
CRPC, Chartered Retirement Planning Counselor - Financial Planning
Florida International University 1972 — 1977
Marketing
Nasry Kalousia Nasry Kalousia's Ameriprise Financial Services, Inc. Experience May 2012 - August 2012
Job Acquisition Analyst at IMC
Industry Venture Capital & Private Equity
Experience
IMC Equity Group May 2014 - Present
US Securities and Exchange Commission September 2013 - December 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Puma January 2005 - October 2008
Skills
Sales, Customer Service, Microsoft Excel, Retail, Merchandising, Marketing, PowerPoint, Finance, Facebook, Portfolio Management, Market Research, Fashion, Microsoft Office, Social Media, Account Management, Financial Markets, Social Networking, Bloomberg, Financial Modeling, Sales Management, Equity Trading, Corporate Finance, Forensic Accounting, International Finance, Visual Merchandising, Apparel, Financial Engineering, Commercial Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Real Estate
Education
Florida International University 2011 — 2013
Bachelor of Business Administration, International Business and Finance, 3.7 GPA
NYU 2012 — 2012
Summer Semester, Internship Program
Florida Institute of Technology 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
IMC Equity Group May 2014 - Present
US Securities and Exchange Commission September 2013 - December 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Puma January 2005 - October 2008
Skills
Sales, Customer Service, Microsoft Excel, Retail, Merchandising, Marketing, PowerPoint, Finance, Facebook, Portfolio Management, Market Research, Fashion, Microsoft Office, Social Media, Account Management, Financial Markets, Social Networking, Bloomberg, Financial Modeling, Sales Management, Equity Trading, Corporate Finance, Forensic Accounting, International Finance, Visual Merchandising, Apparel, Financial Engineering, Commercial Real Estate, Real Estate Financing, Real Estate Development, Real Estate Transactions, Real Estate
Education
Florida International University 2011 — 2013
Bachelor of Business Administration, International Business and Finance, 3.7 GPA
NYU 2012 — 2012
Summer Semester, Internship Program
Florida Institute of Technology 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Adriene Price-Molvin, MBA, APMA® Adriene Price-Molvin, MBA, APMA®'s Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2000 - Present
Education
George Mason University 1995 — 2000
Master of Business Administration (M.B.A.), Investments and Securities
Florida Atlantic University 1986 — 1990
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. July 2000 - Present
Education
George Mason University 1995 — 2000
Master of Business Administration (M.B.A.), Investments and Securities
Florida Atlantic University 1986 — 1990
Bachelor of Arts (B.A.)
Joan Kenney-Romano, CFP®, CLTC Joan Kenney-Romano, CFP®, CLTC's Ameriprise Financial Services, Inc. Experience 1979 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1979 - Present
Education
Fairfield University 1971 — 1975
BA, Psychology
Ameriprise Financial Services, Inc. 1979 - Present
Education
Fairfield University 1971 — 1975
BA, Psychology
Kim Benz Kim Benz's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Education
Ferris State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ameriprise Financial Services, Inc. February 2012 - Present
Education
Ferris State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Carolyn Malone Beatey Carolyn Malone Beatey's Ameriprise Financial Services, Inc. Experience October 2001 - June 2010
Job REALTOR® Jack Conway & Co. Real Estate Scituate Office
Industry Real Estate
Experience
Self-employed June 1980 - Present
Ameriprise Financial Services, Inc. October 2001 - June 2010
American Express August 1998 - September 2001
Jack Conway & Co., Inc. July 1994 - September 1998
Skills
Editing, Social Media, Creative Writing, Newsletters, Copy Editing, Copywriting, Web Content, Social Networking, Facebook, Press Releases, Public Speaking, Proofreading, Social Media Marketing, Public Relations, Marketing Communications, Journalism, Corporate Communications, Marketing, Microsoft Office
Education
Kaplan University 1998 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Emerson College 1978 — 1980
Radio and Television
Suffolk University 1976 — 1980
Bachelor of Science (BS), Communication and Media Studies
Self-employed June 1980 - Present
Ameriprise Financial Services, Inc. October 2001 - June 2010
American Express August 1998 - September 2001
Jack Conway & Co., Inc. July 1994 - September 1998
Skills
Editing, Social Media, Creative Writing, Newsletters, Copy Editing, Copywriting, Web Content, Social Networking, Facebook, Press Releases, Public Speaking, Proofreading, Social Media Marketing, Public Relations, Marketing Communications, Journalism, Corporate Communications, Marketing, Microsoft Office
Education
Kaplan University 1998 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Emerson College 1978 — 1980
Radio and Television
Suffolk University 1976 — 1980
Bachelor of Science (BS), Communication and Media Studies
Chris Campbell, CRPC Chris Campbell, CRPC's Ameriprise Financial Services, Inc. Experience 2004 - 2007
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Wealth Advisory Services, LLC - Voya Financial Advisors April 2013 - Present
Baystate Financial Services January 2007 - April 2013
Ameriprise Financial Services, Inc. 2004 - 2007
Education
Fairfield University 1999 — 2003
Bachelor of Sciene, Finance
Wealth Advisory Services, LLC - Voya Financial Advisors April 2013 - Present
Baystate Financial Services January 2007 - April 2013
Ameriprise Financial Services, Inc. 2004 - 2007
Education
Fairfield University 1999 — 2003
Bachelor of Sciene, Finance
Edward Lombard Edward Lombard's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Education
Flagler College 1994 — 1997
Bachelor of Arts (BA), Business/Managerial Economics
Ameriprise Financial Services, Inc. September 2013 - Present
Education
Flagler College 1994 — 1997
Bachelor of Arts (BA), Business/Managerial Economics
Shawn Wyatt, CFP(R), CRPC's Ameriprise Financial Services, Inc. Experience December 2006 - March 2012
Job Financial Advisor at Strategic Financial Concepts, Inc.
Industry Financial Services
Experience
Strategic Financial Concepts, Inc. May 2014 - Present
Central Bank and Trust Co. May 2012 - November 2013
Ameriprise Financial Services, Inc. December 2006 - March 2012
Skills
Portfolio Management
Education
Emporia State University 2003 — 2006
Business, Marketing, Accounting
Strategic Financial Concepts, Inc. May 2014 - Present
Central Bank and Trust Co. May 2012 - November 2013
Ameriprise Financial Services, Inc. December 2006 - March 2012
Skills
Portfolio Management
Education
Emporia State University 2003 — 2006
Business, Marketing, Accounting
Francesca Gilchrist Francesca Gilchrist's Ameriprise Financial Services, Inc. Experience 2000 - 2004
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 2000 - 2004
Education
Florida Institute of Technology
Certificate of Financial Planning
University of Central Florida 1995 — 1999
BSBA, Management
SunTrust Investment Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 2000 - 2004
Education
Florida Institute of Technology
Certificate of Financial Planning
University of Central Florida 1995 — 1999
BSBA, Management
John LaValley's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Systems Analyst at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Schneider National May 1996 - September 2011
Lockheed Missiles and Space July 1993 - April 1996
Lockheed Martin June 1989 - July 1993
Skills
C++, Java, C#, C, JSF, Rogue Wave, CORBA, Python, Perl, Unix, Ksh, Qt, Sybase, DB2, Oracle, SOA, Web Development, Object Oriented Design, Web Services, Embedded SQL, Technical Project..., Business Analysis, Solution Architecture, Rational Rose, Unix Shell Scripting, Multithreading, Application Architecture, LINQ, WCF, Transportation, Property & Casualty..., Aviation, .NET, Enterprise Architecture, SDLC, Requirements Analysis, Architecture, Data Modeling, XML, Software Development
Education
Georgia Institute of Technology 2015 — 2019
Master’s Degree, Computer Science
Embry-Riddle Aeronautical University 1985 — 1989
B.S., Computer Science with Aviation Applications
Ameriprise Financial Services, Inc. September 2011 - Present
Schneider National May 1996 - September 2011
Lockheed Missiles and Space July 1993 - April 1996
Lockheed Martin June 1989 - July 1993
Skills
C++, Java, C#, C, JSF, Rogue Wave, CORBA, Python, Perl, Unix, Ksh, Qt, Sybase, DB2, Oracle, SOA, Web Development, Object Oriented Design, Web Services, Embedded SQL, Technical Project..., Business Analysis, Solution Architecture, Rational Rose, Unix Shell Scripting, Multithreading, Application Architecture, LINQ, WCF, Transportation, Property & Casualty..., Aviation, .NET, Enterprise Architecture, SDLC, Requirements Analysis, Architecture, Data Modeling, XML, Software Development
Education
Georgia Institute of Technology 2015 — 2019
Master’s Degree, Computer Science
Embry-Riddle Aeronautical University 1985 — 1989
B.S., Computer Science with Aviation Applications
Sacha Wilson Sacha Wilson's Ameriprise Financial Services, Inc. Experience 2011 - December 2012
Job Acacia Planning, Tomorrow's investments Today.
Industry Financial Services
Experience
Acacia Planning January 2013 - Present
Ameriprise Financial Services, Inc. 2011 - December 2012
David Lerner Associates November 2006 - November 2011
Prudential Financial 2001 - 2002
Skills
Series 7, Investments, Fixed Annuities, Retirement Planning, Strategic Financial..., Series 63, Retirement, Estate Planning, Wealth, 401k, Wealth Management, Financial Services, Life Insurance, Financial Planning
Education
Fairleigh Dickinson University 1993 — 1996
Business/Commerce, General
Summit High School 1989 — 1993
Diploma, General
Lincoln School
Acacia Planning January 2013 - Present
Ameriprise Financial Services, Inc. 2011 - December 2012
David Lerner Associates November 2006 - November 2011
Prudential Financial 2001 - 2002
Skills
Series 7, Investments, Fixed Annuities, Retirement Planning, Strategic Financial..., Series 63, Retirement, Estate Planning, Wealth, 401k, Wealth Management, Financial Services, Life Insurance, Financial Planning
Education
Fairleigh Dickinson University 1993 — 1996
Business/Commerce, General
Summit High School 1989 — 1993
Diploma, General
Lincoln School
LeChea Unique Ratchford LeChea Unique Ratchford's Ameriprise Financial Services, Inc. Experience March 2014 - September 2014
Job Seeking Administrative Position
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - September 2014
Ameriprise Financial Services, Inc. October 2012 - March 2014
Ameriprise Financial November 2010 - October 2012
Ameriprise Financial Services, Inc. May 2009 - November 2010
EDS, an HP company October 2008 - March 2009
Bugaboo Creek Steak House June 2007 - November 2007
Getmembers.com January 2006 - June 2007
Moxie Interactive May 2004 - January 2006
GCI Group February 2001 - May 2004
Skills
Data Entry, Customer Service, Training, Management, Access, Project Management, Leadership, Human Resources, Recruiting, Event Planning, CRM, Public Relations, Research, Outlook, Employee Benefits
Education
Everest University-South Orlando 2015 — 2019
Business Administration and Management, General
Ameriprise Financial Services, Inc. March 2014 - September 2014
Ameriprise Financial Services, Inc. October 2012 - March 2014
Ameriprise Financial November 2010 - October 2012
Ameriprise Financial Services, Inc. May 2009 - November 2010
EDS, an HP company October 2008 - March 2009
Bugaboo Creek Steak House June 2007 - November 2007
Getmembers.com January 2006 - June 2007
Moxie Interactive May 2004 - January 2006
GCI Group February 2001 - May 2004
Skills
Data Entry, Customer Service, Training, Management, Access, Project Management, Leadership, Human Resources, Recruiting, Event Planning, CRM, Public Relations, Research, Outlook, Employee Benefits
Education
Everest University-South Orlando 2015 — 2019
Business Administration and Management, General
Brandon Spangler Brandon Spangler's Ameriprise Financial Services, Inc. Experience April 2006 - August 2007
Job Branch Manager at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Flagstar Bank October 2012 - January 2015
Huntington National Bank October 2009 - October 2012
JPMorgan Chase August 2007 - September 2009
Ameriprise Financial Services, Inc. April 2006 - August 2007
Skills
Banking, Finance, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Consumer Lending, Small Business Lending, Cross Selling, Mortgage Banking, Relationship Management, Branch Banking, Credit Risk, Credit Analysis, Lines Of Credit, Financial Services, Financial Analysis, Investments, Mutual Funds, Sales, Customer Service, Cash Management, Strategic Financial..., Deposits, Series 7, Loan Origination, Insurance, Commercial Lending, Credit, Securities, Underwriting
Education
Ferris State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Bank of America January 2015 - Present
Flagstar Bank October 2012 - January 2015
Huntington National Bank October 2009 - October 2012
JPMorgan Chase August 2007 - September 2009
Ameriprise Financial Services, Inc. April 2006 - August 2007
Skills
Banking, Finance, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Consumer Lending, Small Business Lending, Cross Selling, Mortgage Banking, Relationship Management, Branch Banking, Credit Risk, Credit Analysis, Lines Of Credit, Financial Services, Financial Analysis, Investments, Mutual Funds, Sales, Customer Service, Cash Management, Strategic Financial..., Deposits, Series 7, Loan Origination, Insurance, Commercial Lending, Credit, Securities, Underwriting
Education
Ferris State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Alan Fay's Ameriprise Financial Services, Inc. Experience April 2009 - January 2010
Job Inventory Specialist at Bass Pro Shops
Industry Logistics and Supply Chain
Experience
Bass Pro Shops September 2014 - Present
Global University December 2013 - September 2014
Vintage Stock June 2006 - December 2013
Hope Church June 2012 - June 2013
Convoy of Hope July 2010 - September 2011
Ameriprise Financial Services, Inc. April 2009 - January 2010
Skills
Public Speaking, Team Management, Inventory Control, Sales, Event Planning, Customer Service, Operating Budgets, Operating Systems, Logistics, Accounts Receivable, Leadership, Team Building, Training, Marketing, Budgets, Social Media
Education
Missouri State University 2014 — 2016
Bachelor of Science (B.S.), Business
Missouri State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Evangel University 2008 — 2012
Bachelor of Arts (B.A.), Theology/Theological Studies
Nixa High
Bass Pro Shops September 2014 - Present
Global University December 2013 - September 2014
Vintage Stock June 2006 - December 2013
Hope Church June 2012 - June 2013
Convoy of Hope July 2010 - September 2011
Ameriprise Financial Services, Inc. April 2009 - January 2010
Skills
Public Speaking, Team Management, Inventory Control, Sales, Event Planning, Customer Service, Operating Budgets, Operating Systems, Logistics, Accounts Receivable, Leadership, Team Building, Training, Marketing, Budgets, Social Media
Education
Missouri State University 2014 — 2016
Bachelor of Science (B.S.), Business
Missouri State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Evangel University 2008 — 2012
Bachelor of Arts (B.A.), Theology/Theological Studies
Nixa High
Kristen Kostis's Ameriprise Financial Services, Inc. Experience January 2008 - March 2009
Job Key Account Manager, Booking.com
Industry Hospitality
Experience
Booking.com January 2015 - Present
SLS Hotel & Casino Las Vegas September 2013 - January 2015
Bellagio August 2011 - August 2013
Caesars Entertainment Corporation January 2010 - August 2011
Harrah's Entertainment January 2010 - October 2010
Cafe Boulud March 2009 - July 2009
Gordon Ramsay Holdings September 2008 - July 2009
Ameriprise Financial Services, Inc. January 2008 - March 2009
NexStore Catering June 2008 - September 2008
Compass group Chartwells K-12 January 2008 - June 2008
Skills
Hospitality, Hotels, Hospitality Industry, Hospitality Management, Event Planning, Food & Beverage, Event Management, Meeting Planning, Catering, Resorts, Customer Service, Revenue Analysis, Hotel Management, Restaurants, Corporate Events, Trade Shows, Sales, Budgets, Marketing, Front Office
Education
University of Nevada-Las Vegas 2009 — 2012
Masters of Science, Hotel Administration, Convention and Meeting Planning
Florida Atlantic University 2004 — 2008
BBA, Hospitality and Tourism Management
Booking.com January 2015 - Present
SLS Hotel & Casino Las Vegas September 2013 - January 2015
Bellagio August 2011 - August 2013
Caesars Entertainment Corporation January 2010 - August 2011
Harrah's Entertainment January 2010 - October 2010
Cafe Boulud March 2009 - July 2009
Gordon Ramsay Holdings September 2008 - July 2009
Ameriprise Financial Services, Inc. January 2008 - March 2009
NexStore Catering June 2008 - September 2008
Compass group Chartwells K-12 January 2008 - June 2008
Skills
Hospitality, Hotels, Hospitality Industry, Hospitality Management, Event Planning, Food & Beverage, Event Management, Meeting Planning, Catering, Resorts, Customer Service, Revenue Analysis, Hotel Management, Restaurants, Corporate Events, Trade Shows, Sales, Budgets, Marketing, Front Office
Education
University of Nevada-Las Vegas 2009 — 2012
Masters of Science, Hotel Administration, Convention and Meeting Planning
Florida Atlantic University 2004 — 2008
BBA, Hospitality and Tourism Management
Meghan S. Collins Meghan S. Collins's Ameriprise Financial Services, Inc. Experience May 2009 - January 2010
Job Sales at Brilliant Earth
Industry Executive Office
Experience
Brilliant Earth November 2013 - Present
buildOn September 2013 - November 2013
University of Maine September 2010 - May 2011
Eastern Maine Development Corporation May 2010 - August 2010
Ameriprise Financial Services, Inc. May 2009 - January 2010
Beth C. Wright Cancer Resource Center June 2008 - October 2008
World Study March 2008 - May 2008
Global Choices March 2008 - May 2008
Associação Mico-Leão-Dourado September 2005 - December 2005
Skills
Training & Development, Nonprofits, Customer Experience, Business Development, Sales, Sales Operations, Training, Grant Writing, Grants, Sustainability, Human Resources, Project Management, Event Planning, Events Coordination, Presentations, Creation Of Training..., Vendor Management, Executive Support, Human Resources Support, Calendaring, Business Correspondence, Database Administration
Education
University of Maine 2009 — 2011
Master of Business Administration (M.B.A.), Business Sustainability
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), International Business, Latin American and Caribbean Studies
Brilliant Earth November 2013 - Present
buildOn September 2013 - November 2013
University of Maine September 2010 - May 2011
Eastern Maine Development Corporation May 2010 - August 2010
Ameriprise Financial Services, Inc. May 2009 - January 2010
Beth C. Wright Cancer Resource Center June 2008 - October 2008
World Study March 2008 - May 2008
Global Choices March 2008 - May 2008
Associação Mico-Leão-Dourado September 2005 - December 2005
Skills
Training & Development, Nonprofits, Customer Experience, Business Development, Sales, Sales Operations, Training, Grant Writing, Grants, Sustainability, Human Resources, Project Management, Event Planning, Events Coordination, Presentations, Creation Of Training..., Vendor Management, Executive Support, Human Resources Support, Calendaring, Business Correspondence, Database Administration
Education
University of Maine 2009 — 2011
Master of Business Administration (M.B.A.), Business Sustainability
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), International Business, Latin American and Caribbean Studies
TIM DODDS TIM DODDS's Ameriprise Financial Services, Inc. Experience May 2010 - December 2012
Job Compliance Professional in Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services May 2014 - October 2014
Ameriprise Financial Services, Inc. May 2010 - December 2012
Ameriprise Financial Services, Inc. 2004 - May 2010
Ameriprise Financial Services, Inc. 1999 - 2004
American Express 1996 - 1999
American Express 1994 - 1995
American Express 1990 - 1993
American Express 1987 - 1990
American Express Financial Advisors 1983 - 1987
Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance
Education
University of St. Thomas
Master of Business Administration (M.B.A.)
College of Financial Planning, Denver, CO
CFP
Ferris State University
Bachelor's degree
Mound Westonka High School
RBC Wealth Management Financial Services May 2014 - October 2014
Ameriprise Financial Services, Inc. May 2010 - December 2012
Ameriprise Financial Services, Inc. 2004 - May 2010
Ameriprise Financial Services, Inc. 1999 - 2004
American Express 1996 - 1999
American Express 1994 - 1995
American Express 1990 - 1993
American Express 1987 - 1990
American Express Financial Advisors 1983 - 1987
Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance
Education
University of St. Thomas
Master of Business Administration (M.B.A.)
College of Financial Planning, Denver, CO
CFP
Ferris State University
Bachelor's degree
Mound Westonka High School
James Granse's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Paraplanner at Ameriprise Financial Services, Inc. John Reamer and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Punch Neapolitan Pizza November 2004 - March 2014
Ameriprise Financial Services, Inc. 2012 - 2012
Tower Cleaning May 2010 - September 2011
Sage Landscape Design, Inc. May 2008 - August 2010
Pizzeria Vivo September 2009 - May 2010
Skills
Series 7, Series 66, Life Insurance, Accident Insurance, Health Insurance, Personable, Hard Worker, Innovative, Creative Problem Solving, Wordpress, Excel, Punctual, Word
Education
Ferris State University 2007 — 2012
Bachelor of Science in Business, Music Industry Management, Sales Marketing Minor
St Paul Central High School 2004 — 2007
Diploma
Ameriprise Financial Services, Inc. January 2013 - Present
Punch Neapolitan Pizza November 2004 - March 2014
Ameriprise Financial Services, Inc. 2012 - 2012
Tower Cleaning May 2010 - September 2011
Sage Landscape Design, Inc. May 2008 - August 2010
Pizzeria Vivo September 2009 - May 2010
Skills
Series 7, Series 66, Life Insurance, Accident Insurance, Health Insurance, Personable, Hard Worker, Innovative, Creative Problem Solving, Wordpress, Excel, Punctual, Word
Education
Ferris State University 2007 — 2012
Bachelor of Science in Business, Music Industry Management, Sales Marketing Minor
St Paul Central High School 2004 — 2007
Diploma
MICHAEL AMSPACHER MICHAEL AMSPACHER's Ameriprise Financial Services, Inc. Experience December 2007 - Present
Job CAPTAIN at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2007 - Present
FL AVIATION June 2000 - October 2007
EMPIRE AIRWAYS August 1999 - June 2000
Skills
TYPE RATED G1159, TYPE RATED GIV, TYPE RATED G450, FLIGHT INSTRUCTOR..., GROUND INSTRUCTOR,..., AIRLINE TRANSPORT PILOT, Airplane, Flights, Piloting
Education
Embry-Riddle Aeronautical University 1991 — 2008
BS, PROFESSIONAL AERONAUTICS
COMAIR AVIATION ACADEMY 1990 — 1991
PROFESSIONAL PILOT, INSTRUMENT PILOT/MULTI-ENGINE INSTRUCTOR
Ameriprise Financial Services, Inc. December 2007 - Present
FL AVIATION June 2000 - October 2007
EMPIRE AIRWAYS August 1999 - June 2000
Skills
TYPE RATED G1159, TYPE RATED GIV, TYPE RATED G450, FLIGHT INSTRUCTOR..., GROUND INSTRUCTOR,..., AIRLINE TRANSPORT PILOT, Airplane, Flights, Piloting
Education
Embry-Riddle Aeronautical University 1991 — 2008
BS, PROFESSIONAL AERONAUTICS
COMAIR AVIATION ACADEMY 1990 — 1991
PROFESSIONAL PILOT, INSTRUMENT PILOT/MULTI-ENGINE INSTRUCTOR
Victoria Best's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Sales and Investments
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Ruoff Realty August 2004 - Present
OppenheimerFunds April 1997 - July 2004
Education
Fairfield University 1988 — 1992
B.S., Finance
Ameriprise Financial Services, Inc. November 2011 - Present
Ruoff Realty August 2004 - Present
OppenheimerFunds April 1997 - July 2004
Education
Fairfield University 1988 — 1992
B.S., Finance
Bill Paris Bill Paris's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
United Technologies August 1988 - Present
Skills
Solidworks
Education
Florida Atlantic University 2012 — 2013
Certified Financial Planner, Professional Certificate Program
University of Louisville 1981 — 1988
Master of Engineering (M.Eng.), Mechanical Engineering
Ameriprise Financial Services, Inc. April 2014 - Present
United Technologies August 1988 - Present
Skills
Solidworks
Education
Florida Atlantic University 2012 — 2013
Certified Financial Planner, Professional Certificate Program
University of Louisville 1981 — 1988
Master of Engineering (M.Eng.), Mechanical Engineering
Joshua Powers's Ameriprise Financial Services, Inc. Experience January 2014 - June 2014
Job Global Internal Controls Intern at Bruker
Industry Financial Services
Experience
Bruker May 2015 - Present
Sea Gas, Corp January 2015 - January 2015
Ameriprise Financial Services, Inc. January 2014 - June 2014
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Photoshop, English, Leadership, Microsoft Office, Microsoft Word, Access, Entrepreneurship, Networking, Team Leadership, Data Analysis, HTML
Education
Endicott College 2013 — 2017
Accounting, Accounting and Finance, Sophomore
Old Rochester Regional
Bruker May 2015 - Present
Sea Gas, Corp January 2015 - January 2015
Ameriprise Financial Services, Inc. January 2014 - June 2014
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Photoshop, English, Leadership, Microsoft Office, Microsoft Word, Access, Entrepreneurship, Networking, Team Leadership, Data Analysis, HTML
Education
Endicott College 2013 — 2017
Accounting, Accounting and Finance, Sophomore
Old Rochester Regional
Charles Laubach's Ameriprise Financial Services, Inc. Experience September 2012 - February 2015
Job Financial Advisor, Vice PresidentInvestments, Chapin Davis
Industry Financial Services
Experience
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Chapin Davis, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - February 2015
Wells Fargo Advisors 2004 - 2012
Morgan Stanley 1994 - 2004
Smith Barney 1986 - 1994
Merrill Lynch 1983 - 1986
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management
Education
Loyola University Maryland 1981 — 1982
Master of Business Administration (MBA), Accounting
University of Baltimore 1976 — 1978
Bachelor of Science (BS), Finance
Essex Community College
Perry Hall
Saskia Meaux Saskia Meaux's Ameriprise Financial Services, Inc. Experience February 2006 - February 2010
Job Assistant Vice President, Institutional Cash, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Bank of America Merrill Lynch March 2013 - August 2014
Bank of America Merrill Lynch February 2010 - March 2013
Ameriprise Financial Services, Inc. February 2006 - February 2010
Skills
Correspondent Banking, Treasury Management, Trade Finance, International Trade, Cash Management, Liquidity Management, Corporate Governance, Due Diligence, Series 7, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Uniform Combined State..., Wealth Management, Fixed Income, Banking, Treasury, Risk Management, Finance, Financial Institutions
Education
Florida International University - College of Business Administration 2007 — 2008
Masters of Science in Finance
Florida International University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Deutsche Bank August 2014 - Present
Bank of America Merrill Lynch March 2013 - August 2014
Bank of America Merrill Lynch February 2010 - March 2013
Ameriprise Financial Services, Inc. February 2006 - February 2010
Skills
Correspondent Banking, Treasury Management, Trade Finance, International Trade, Cash Management, Liquidity Management, Corporate Governance, Due Diligence, Series 7, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Uniform Combined State..., Wealth Management, Fixed Income, Banking, Treasury, Risk Management, Finance, Financial Institutions
Education
Florida International University - College of Business Administration 2007 — 2008
Masters of Science in Finance
Florida International University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Sharyn L McGahan Sharyn L McGahan's Ameriprise Financial Services, Inc. Experience May 1997 - July 2006
Job Past:Deacon; Present: Church Treasurer, Elder and Trustee at Central Christian Church (Disciples of Christ)
Industry Arts and Crafts
Experience
Self-employed 2006 - Present
Central Christian Church (Disciples of Christ) July 1941 - Present
VIPS Volunteers in Police Service 1999 - 2013
Ameriprise Financial Services, Inc. May 1997 - July 2006
Harrison County Catholic Schools February 1984 - May 1997
Skills
Office Management, Fine Art, Contemporary Art, Painting, Administrative..., Drawing, Art, Church Events, Sewing, Machine Embroidery, Machine Design, Computers, Account Management, Accounting, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Contract Management, Customer Service, Editing, Data Entry, Public Speaking, Outlook, Volunteer Management, Nonprofits
Education
Washington Irving High School
Fairmont State University
Computer Technology/Computer Systems Technology
Elkins Sewing Center
Fairmont State University
Accounting and Computer Science
Self-employed 2006 - Present
Central Christian Church (Disciples of Christ) July 1941 - Present
VIPS Volunteers in Police Service 1999 - 2013
Ameriprise Financial Services, Inc. May 1997 - July 2006
Harrison County Catholic Schools February 1984 - May 1997
Skills
Office Management, Fine Art, Contemporary Art, Painting, Administrative..., Drawing, Art, Church Events, Sewing, Machine Embroidery, Machine Design, Computers, Account Management, Accounting, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Contract Management, Customer Service, Editing, Data Entry, Public Speaking, Outlook, Volunteer Management, Nonprofits
Education
Washington Irving High School
Fairmont State University
Computer Technology/Computer Systems Technology
Elkins Sewing Center
Fairmont State University
Accounting and Computer Science
Douglas Morey Douglas Morey's Ameriprise Financial Services, Inc. Experience July 1984 - May 1988
Job Financial Advisor at MTI Financial Advisors
Industry Financial Services
Experience
MTI Financial Advisors May 1988 - Present
MTI Financial Advisors May 1988 - Present
Ameriprise Financial Services, Inc. July 1984 - May 1988
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Financial Services, Investment Strategies, Strategy, Investments, Wealth Management, Financial Analysis, Business Analysis, Customer Retention, Customer Oriented, Porfolio Design,...
Education
Evangel University 1977 — 1981
Bachelor of Arts (BA), Accounting and Business/Management
Preble High School 1973 — 1977
MTI Financial Advisors May 1988 - Present
MTI Financial Advisors May 1988 - Present
Ameriprise Financial Services, Inc. July 1984 - May 1988
Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Financial Services, Investment Strategies, Strategy, Investments, Wealth Management, Financial Analysis, Business Analysis, Customer Retention, Customer Oriented, Porfolio Design,...
Education
Evangel University 1977 — 1981
Bachelor of Arts (BA), Accounting and Business/Management
Preble High School 1973 — 1977
Kimberly Newsome, CFP® Kimberly Newsome, CFP®'s Ameriprise Financial Services, Inc. Experience December 2003 - February 2009
Job Financial Advisor at RFW Wealth Advisors
Industry Financial Services
Experience
RFW Wealth Advisors February 2009 - Present
Ameriprise Financial Services, Inc. December 2003 - February 2009
Skills
Organizing, Customer Service, Clarity, Communications Strategy, Listening Skills, Integrity, Insurance Planning, Alternative Investments, Diligent, Budget Analysis, Simplification, Investment Strategies
Education
University of Sussex 2002 — 2002
Bachelor of Arts (BA)
Flagler College 1999 — 2002
Bachelor of Arts (BA)
Northwest Florida State College 1998 — 1999
Bachelor of Arts (BA)
RFW Wealth Advisors February 2009 - Present
Ameriprise Financial Services, Inc. December 2003 - February 2009
Skills
Organizing, Customer Service, Clarity, Communications Strategy, Listening Skills, Integrity, Insurance Planning, Alternative Investments, Diligent, Budget Analysis, Simplification, Investment Strategies
Education
University of Sussex 2002 — 2002
Bachelor of Arts (BA)
Flagler College 1999 — 2002
Bachelor of Arts (BA)
Northwest Florida State College 1998 — 1999
Bachelor of Arts (BA)
Ernie Kaninjing Ernie Kaninjing's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Senior Admissions Specialist at Kaplan University
Industry Financial Services
Experience
Kaplan University March 2010 - Present
Dade Medical College 2011 - 2012
Putnam Investments 2008 - 2009
Putnam Investments 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Negotiation, Sales Operations, Analysis, CRM, Coaching, Competitive Analysis, Customer Service, Finance, Financial Services, Investments, Marketing, Microsoft Office, Networking, Research, Retirement Planning, Sales, Sales Process, Selling
Education
Kaplan University 2011 — 2012
Master of Public Health (MPH), Epidemiology
Fitchburg State University 1998 — 2001
MBA, Management
CPC Bali
Kaplan University March 2010 - Present
Dade Medical College 2011 - 2012
Putnam Investments 2008 - 2009
Putnam Investments 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Negotiation, Sales Operations, Analysis, CRM, Coaching, Competitive Analysis, Customer Service, Finance, Financial Services, Investments, Marketing, Microsoft Office, Networking, Research, Retirement Planning, Sales, Sales Process, Selling
Education
Kaplan University 2011 — 2012
Master of Public Health (MPH), Epidemiology
Fitchburg State University 1998 — 2001
MBA, Management
CPC Bali
Nicolas Canobbio Nicolas Canobbio's Ameriprise Financial Services, Inc. Experience January 2005 - January 2007
Job Owner, NC Concepts
Industry Graphic Design
Experience
NC Concepts February 2007 - Present
CompuBox Inc. April 2002 - Present
Ameriprise Financial Services, Inc. January 2005 - January 2007
Skills
Website Development, Website Management, Graphic Design
Education
Farmingdale State University of New York 2000 — 2005
Bachelor's Degree, Business Management
NC Concepts February 2007 - Present
CompuBox Inc. April 2002 - Present
Ameriprise Financial Services, Inc. January 2005 - January 2007
Skills
Website Development, Website Management, Graphic Design
Education
Farmingdale State University of New York 2000 — 2005
Bachelor's Degree, Business Management
Michael Riley, AAMS Michael Riley, AAMS's Ameriprise Financial Services, Inc. Experience April 2005 - May 2005
Job Managing Sales Director at MetLife Solutions Group
Industry Financial Services
Experience
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
MetLife March 2009 - Present
Merrill Lynch August 2006 - March 2009
A.G. Edwards March 2005 - July 2006
Ameriprise Financial Services, Inc. April 2005 - May 2005
Morgan Stanley February 2003 - April 2003
Skills
Financial Planning, Estate Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Securities, Financial Services, Employee Benefits, Finance, Small Business, Leadership, Management, FINRA, Succession Planning, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Training, Mutual Funds, Long-term Care
Education
Fairfield University 2001 — 2005
BS, Mgmt & Finance
Mountain Lakes High School 2001 — 2005
High School/Secondary Diplomas and Certificates
Barry Olfern Barry Olfern's Ameriprise Financial Services, Inc. Experience September 2011 - June 2013
Job LegalShield Independent Associate
Industry Insurance
Experience
LegalShield, Independent Associate November 2011 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2013
Morgan Stanley November 1990 - May 2005
Skills
Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Sales Management, Series 7, Retirement Planning, Investments, Estate Planning, Brokerage, Employee Benefits, Project Planning, Recruiting, Investment Properties, Budgets, Training, Real Estate, Direct Sales, Portfolio Management, Insurance, Bonds, Asset Allocation, IRAs, Financial Services
Education
Florida International University - College of Business 1973 — 1975
BBA, Finance
Miami Norland
LegalShield, Independent Associate November 2011 - Present
Ameriprise Financial Services, Inc. September 2011 - June 2013
Morgan Stanley November 1990 - May 2005
Skills
Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Sales Management, Series 7, Retirement Planning, Investments, Estate Planning, Brokerage, Employee Benefits, Project Planning, Recruiting, Investment Properties, Budgets, Training, Real Estate, Direct Sales, Portfolio Management, Insurance, Bonds, Asset Allocation, IRAs, Financial Services
Education
Florida International University - College of Business 1973 — 1975
BBA, Finance
Miami Norland
Cornelius Fisher, MBA, LUTCF Cornelius Fisher, MBA, LUTCF's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Sr. Regional Business Development Manager at Service King Collision Repair Centers
Industry Automotive
Experience
Service King Collision Repair Centers March 2015 - Present
Service King Collision Repair Centers August 2014 - Present
Service King Collision Repair Centers November 2013 - August 2014
Service King Collision Repair Centers July 2013 - November 2013
Farmers Insurance January 2011 - July 2013
Farmers Insurance 2005 - 2010
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, General Insurance, Fixed Annuities, Disability Insurance, Underwriting, Commercial Insurance, Workers Compensation, Casualty, Series 6, Employee Benefits, Umbrella Insurance, Retirement Planning, Liability, Series 63, Long-term Care, Retirement, Sales, Commercial Lines, Marketing, Legal Liability, Homeowners, Small Business, Professional Liability, Brokers, Claim, Training, Universal Life, Leadership, Whole Life, Long Term Care Insurance, Claims Management, Employment Practices..., Motorcycle, Inland Marine, IRAs, Renters, Accident, D&O, Insurance Brokerage, Reinsurance, Medicare, Marine Insurance, Casualty Insurance
Education
The American College 2011 — 2012
LUTCF, Life Underwriting Training Council Fellow, Insurance
Florida Institute of Technology 2009 — 2010
Masters, Business Administration (Management)
Sam Houston State University 1999 — 2005
Bachelor of Arts, Journalism
Service King Collision Repair Centers March 2015 - Present
Service King Collision Repair Centers August 2014 - Present
Service King Collision Repair Centers November 2013 - August 2014
Service King Collision Repair Centers July 2013 - November 2013
Farmers Insurance January 2011 - July 2013
Farmers Insurance 2005 - 2010
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, General Insurance, Fixed Annuities, Disability Insurance, Underwriting, Commercial Insurance, Workers Compensation, Casualty, Series 6, Employee Benefits, Umbrella Insurance, Retirement Planning, Liability, Series 63, Long-term Care, Retirement, Sales, Commercial Lines, Marketing, Legal Liability, Homeowners, Small Business, Professional Liability, Brokers, Claim, Training, Universal Life, Leadership, Whole Life, Long Term Care Insurance, Claims Management, Employment Practices..., Motorcycle, Inland Marine, IRAs, Renters, Accident, D&O, Insurance Brokerage, Reinsurance, Medicare, Marine Insurance, Casualty Insurance
Education
The American College 2011 — 2012
LUTCF, Life Underwriting Training Council Fellow, Insurance
Florida Institute of Technology 2009 — 2010
Masters, Business Administration (Management)
Sam Houston State University 1999 — 2005
Bachelor of Arts, Journalism
Sarkis Anduze-Bell, CFP®, CRPC® Sarkis Anduze-Bell, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2003 - June 2009
Job Financial Advisor
Industry Financial Services
Experience
Leong & Associates, a financial advisory practice of Ameriprise Financial (CA Insurance #0E15101) July 2009 - Present
Ameriprise Financial Services, Inc. June 2003 - June 2009
Ruffe Systems Inc September 1998 - April 2003
Education
Florida International University 2000 — 2003
Computer Science
University of Miami 1996 — 2000
Bachelor of Arts, Pre-Med, Sociology
Leong & Associates, a financial advisory practice of Ameriprise Financial (CA Insurance #0E15101) July 2009 - Present
Ameriprise Financial Services, Inc. June 2003 - June 2009
Ruffe Systems Inc September 1998 - April 2003
Education
Florida International University 2000 — 2003
Computer Science
University of Miami 1996 — 2000
Bachelor of Arts, Pre-Med, Sociology
Sarah Webber, Esq. Sarah Webber, Esq.'s Ameriprise Financial Services, Inc. Experience April 2014 - September 2014
Job Tax Counsel at Tax Resolution Center, Inc.
Industry Law Practice
Experience
Tax Resolution Center, Inc. December 2014 - Present
Falcon Discovery October 2014 - December 2014
Ameriprise Financial Services, Inc. April 2014 - September 2014
Phoenix Financial Group May 2013 - December 2013
Special Counsel October 2012 - February 2013
Fidelity National Financial July 2010 - March 2012
Fidelity National Information Services January 2010 - July 2010
Skills
Legal Research, Litigation, Trials, Mediation, Hearings, Document Review, Pleadings, Wills, Motions, Commercial Litigation, Civil Litigation, Legal Writing, Corporate Law, Intellectual Property, Legal Advice, Family Law, Bankruptcy, Legal Compliance, Courts, Appeals, Litigation Support, Westlaw, Trial Practice
Education
Florida Coastal School of Law 2003 — 2006
J.D., Law
Western Illinois University 1999 — 2002
B.A., Sociology / W.S.
Tax Resolution Center, Inc. December 2014 - Present
Falcon Discovery October 2014 - December 2014
Ameriprise Financial Services, Inc. April 2014 - September 2014
Phoenix Financial Group May 2013 - December 2013
Special Counsel October 2012 - February 2013
Fidelity National Financial July 2010 - March 2012
Fidelity National Information Services January 2010 - July 2010
Skills
Legal Research, Litigation, Trials, Mediation, Hearings, Document Review, Pleadings, Wills, Motions, Commercial Litigation, Civil Litigation, Legal Writing, Corporate Law, Intellectual Property, Legal Advice, Family Law, Bankruptcy, Legal Compliance, Courts, Appeals, Litigation Support, Westlaw, Trial Practice
Education
Florida Coastal School of Law 2003 — 2006
J.D., Law
Western Illinois University 1999 — 2002
B.A., Sociology / W.S.
Melissa A. Landwersiek's Ameriprise Financial Services, Inc. Experience 2009 - 2012
Job Horse Trainer & Riding Instructor at Self Emplyed
Industry Education Management
Experience
Equine Training Services by Melissa A. Landwersiek 2002 - Present
Equine Training Services by Melissa A. Landwersiek 2002 - Present
K K Ranch December 2008 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2012
Sunlight Saddle Club May 2010 - September 2010
Skills
Teaching, Social Media Marketing, Training, Horses, Coaching, Equestrian, Sports, Small Business, Budgets, Event Management, Dressage, Event Planning, Farms, Marketing, Public Speaking, Team Building, Personal Development, Entrepreneurship, Social Networking, Leadership, Social Media, Business Development, Nonprofits, Public Relations, Fundraising, Leadership Development, Art, Time Management
Education
Florida Atlantic University 2005 — 2009
Business
Equine Training Services by Melissa A. Landwersiek 2002 - Present
Equine Training Services by Melissa A. Landwersiek 2002 - Present
K K Ranch December 2008 - April 2012
Ameriprise Financial Services, Inc. 2009 - 2012
Sunlight Saddle Club May 2010 - September 2010
Skills
Teaching, Social Media Marketing, Training, Horses, Coaching, Equestrian, Sports, Small Business, Budgets, Event Management, Dressage, Event Planning, Farms, Marketing, Public Speaking, Team Building, Personal Development, Entrepreneurship, Social Networking, Leadership, Social Media, Business Development, Nonprofits, Public Relations, Fundraising, Leadership Development, Art, Time Management
Education
Florida Atlantic University 2005 — 2009
Business
Cutter Houck Cutter Houck's Ameriprise Financial Services, Inc. Experience 2012 - 2013
Job Customer Service Manager at Election Systems & Software
Industry Information Technology and Services
Experience
Election Systems & Software May 2015 - Present
Election Systems & Software March 2014 - April 2015
Ameriprise Financial Services, Inc. 2012 - 2013
Citizens Conservation Corps of West Virginia (CCCWV) 2010 - 2012
Election Systems & Software 2010 - 2010
Plasma Biological Services 2008 - 2009
PrintElect 2006 - 2006
Skills
Customer Service, Project Management, CRM, Marketing, Procurement, Advertising, Public Relations, Online Marketing, Customer Acquisition, Strategic Planning
Education
Emory and Henry College 2001 — 2005
Political Science, International Dispute, History
Virginia Episcopal School 1998 — 2001
Election Systems & Software May 2015 - Present
Election Systems & Software March 2014 - April 2015
Ameriprise Financial Services, Inc. 2012 - 2013
Citizens Conservation Corps of West Virginia (CCCWV) 2010 - 2012
Election Systems & Software 2010 - 2010
Plasma Biological Services 2008 - 2009
PrintElect 2006 - 2006
Skills
Customer Service, Project Management, CRM, Marketing, Procurement, Advertising, Public Relations, Online Marketing, Customer Acquisition, Strategic Planning
Education
Emory and Henry College 2001 — 2005
Political Science, International Dispute, History
Virginia Episcopal School 1998 — 2001
Victor Melgen Victor Melgen's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Advisor at AdvoCare
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
AdvoCare December 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Florida International University - College of Business 2010 — 2014
Business, Management, Marketing, and Related Support Services
Lake Mary Preparatory School 2006 — 2010
Ameriprise Financial Services, Inc. May 2015 - Present
AdvoCare December 2014 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Florida International University - College of Business 2010 — 2014
Business, Management, Marketing, and Related Support Services
Lake Mary Preparatory School 2006 — 2010
Bridget Wingate Bridget Wingate's Ameriprise Financial Services, Inc. Experience 2002 - 2007
Job Director of Client Services at Destination Rewards
Industry Marketing and Advertising
Experience
Destination Rewards 2010 - Present
Destination Rewards 2009 - 2010
AOM Healthcare Solutions, an Owens & Minor company 2007 - 2009
Ameriprise Financial Services, Inc. 2002 - 2007
Skills
Loyalty Marketing, Digital Marketing, Loyalty Programs, Direct Marketing, Integrated Marketing, Email Marketing, Social Media Marketing, Online Advertising, Web Analytics, Brand Awareness, Landing Page..., Content Strategy, Advertising, Affiliate Marketing, E-commerce, Analytics, Online Marketing, Google Analytics, Web Project Management, Content Management, Digital Strategy, Strategic Partnerships, Marketing Management, Marketing Communications, User Experience, Management
Education
Florida Atlantic University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Management and Finance
Destination Rewards 2010 - Present
Destination Rewards 2009 - 2010
AOM Healthcare Solutions, an Owens & Minor company 2007 - 2009
Ameriprise Financial Services, Inc. 2002 - 2007
Skills
Loyalty Marketing, Digital Marketing, Loyalty Programs, Direct Marketing, Integrated Marketing, Email Marketing, Social Media Marketing, Online Advertising, Web Analytics, Brand Awareness, Landing Page..., Content Strategy, Advertising, Affiliate Marketing, E-commerce, Analytics, Online Marketing, Google Analytics, Web Project Management, Content Management, Digital Strategy, Strategic Partnerships, Marketing Management, Marketing Communications, User Experience, Management
Education
Florida Atlantic University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Management and Finance
Terri Anna Maria Giorgio's Ameriprise Financial Services, Inc. Experience November 2007 - March 2010
Job Financial Professional Associate at Prudential Financial
Industry Investment Management
Experience
Prudential Financial May 2013 - Present
Legal Approach March 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - March 2010
Wachovia Securities Financial Network January 2006 - November 2007
Janney Montgomery Scott LLC January 2001 - January 2006
UBS Paine Webber October 1999 - December 2001
J.B. Hanauer & Co. August 1996 - December 1999
Legal Approach February 1996 - December 1998
Becker & Poliakoff, P.A. August 1994 - December 1996
Proskauer Rose LLP September 1991 - September 1994
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (BS), International Business
Harvard Business School 1989 — 1992
Bachelor of Science (BS), Political Science and Government
Prudential Financial May 2013 - Present
Legal Approach March 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - March 2010
Wachovia Securities Financial Network January 2006 - November 2007
Janney Montgomery Scott LLC January 2001 - January 2006
UBS Paine Webber October 1999 - December 2001
J.B. Hanauer & Co. August 1996 - December 1999
Legal Approach February 1996 - December 1998
Becker & Poliakoff, P.A. August 1994 - December 1996
Proskauer Rose LLP September 1991 - September 1994
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (BS), International Business
Harvard Business School 1989 — 1992
Bachelor of Science (BS), Political Science and Government
Kraig Cawley Kraig Cawley's Ameriprise Financial Services, Inc. Experience September 2008 - August 2011
Job Financial Advisor, CFP® Professional
Industry Financial Services
Experience
Cawley Financial Advisors LLC August 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - August 2011
Skills
Retirement Planning, Retirement, Financial Advisory, Estate Planning, Investments, Securities, Financial Planners, Wealth Management..., Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
MBA, Marketing, Finance, Human Resources
Ferris State University 1979 — 1983
Bachelor of Science, Business
Cawley Financial Advisors LLC August 2011 - Present
Ameriprise Financial Services, Inc. September 2008 - August 2011
Skills
Retirement Planning, Retirement, Financial Advisory, Estate Planning, Investments, Securities, Financial Planners, Wealth Management..., Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Asset Allocation, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
MBA, Marketing, Finance, Human Resources
Ferris State University 1979 — 1983
Bachelor of Science, Business
Stephanie Scheker Cevallos Stephanie Scheker Cevallos's Ameriprise Financial Services, Inc. Experience August 2005 - September 2006
Job Financial Analyst II at TotalBank
Industry Financial Services
Experience
TotalBank June 2013 - Present
Samsung Electronics October 2011 - March 2013
Best Buddies International April 2007 - October 2011
Ameriprise Financial Services, Inc. August 2005 - September 2006
Morgan Stanley Smith Barney January 2005 - July 2005
US Army Corps of Engineers April 2002 - October 2004
Skills
Financial Analysis, Financial Reporting, Payroll, Accounting, QuickBooks, Non-profits, Accounts Payable, Internal Controls, Auditing, Sarbanes-Oxley Act, Nonprofits, Bank Reconciliation, Financial Statements, Finance, Forecasting, Cash Management, Invoicing, Consolidation, Cash Flow, Process Improvement, Training, Management, Financial Accounting, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2008 — 2011
MBA, Business Administration and Management, General
Florida International University - College of Business 2003 — 2006
BBA, Finance and Psychology
Coral Reef Senior Highschool
Highschool Diploma, Legal and Public Affairs
TotalBank June 2013 - Present
Samsung Electronics October 2011 - March 2013
Best Buddies International April 2007 - October 2011
Ameriprise Financial Services, Inc. August 2005 - September 2006
Morgan Stanley Smith Barney January 2005 - July 2005
US Army Corps of Engineers April 2002 - October 2004
Skills
Financial Analysis, Financial Reporting, Payroll, Accounting, QuickBooks, Non-profits, Accounts Payable, Internal Controls, Auditing, Sarbanes-Oxley Act, Nonprofits, Bank Reconciliation, Financial Statements, Finance, Forecasting, Cash Management, Invoicing, Consolidation, Cash Flow, Process Improvement, Training, Management, Financial Accounting, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2008 — 2011
MBA, Business Administration and Management, General
Florida International University - College of Business 2003 — 2006
BBA, Finance and Psychology
Coral Reef Senior Highschool
Highschool Diploma, Legal and Public Affairs
Malacia Anderson Malacia Anderson's Ameriprise Financial Services, Inc. Experience May 2003 - July 2005
Job CEO at Li Li's Creations
Industry Consumer Goods
Experience
Li Li's Creations August 2013 - Present
Pronovias Fashion Group February 2007 - Present
PFS February 2007 - Present
Ameriprise Financial Services, Inc. May 2003 - July 2005
Skills
Sales, Marketing, Customer Service, Documentation, Scheduling, Microsoft Office, Microsoft Excel, Logistics, Microsoft Word, PowerPoint, Social Media
Education
Temple University - Fox School of Business and Management 1987 — 1991
Bachelor's degree, Business Administration and Management, General
Fashion Institute of Technology 1984 — 1987
Associate's Degree, Fashion Buying and Merchandising
Li Li's Creations August 2013 - Present
Pronovias Fashion Group February 2007 - Present
PFS February 2007 - Present
Ameriprise Financial Services, Inc. May 2003 - July 2005
Skills
Sales, Marketing, Customer Service, Documentation, Scheduling, Microsoft Office, Microsoft Excel, Logistics, Microsoft Word, PowerPoint, Social Media
Education
Temple University - Fox School of Business and Management 1987 — 1991
Bachelor's degree, Business Administration and Management, General
Fashion Institute of Technology 1984 — 1987
Associate's Degree, Fashion Buying and Merchandising
Autumn Baur Autumn Baur's Ameriprise Financial Services, Inc. Experience April 2006 - April 2008
Job Cybersecurity Consultant
Industry Defense & Space
Experience
Booz Allen Hamilton October 2014 - Present
United States Marine Corps January 2012 - August 2014
United States Marine Corps March 2013 - September 2013
United States Marine Corps March 2011 - June 2011
Stifel Financial Corp. April 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - April 2008
•Aucamp, Dellenback & Whitney - Appraisers & Consultants August 2005 - December 2005
Skills
CompTIA Security+, Active TS/SCI Clearance, Operational Planning, Visio, SharePoint, Military Experience, Military Operations, Active DoD Secret..., Security Clearance, DoD, Series 7, Uniform Combined State..., Financial Advisory, Project Planning, Microsoft Office, Microsoft Excel, Information Assurance, Strategic Financial..., Series 66, Technically Competent
Education
Florida Atlantic University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Booz Allen Hamilton October 2014 - Present
United States Marine Corps January 2012 - August 2014
United States Marine Corps March 2013 - September 2013
United States Marine Corps March 2011 - June 2011
Stifel Financial Corp. April 2008 - May 2010
Ameriprise Financial Services, Inc. April 2006 - April 2008
•Aucamp, Dellenback & Whitney - Appraisers & Consultants August 2005 - December 2005
Skills
CompTIA Security+, Active TS/SCI Clearance, Operational Planning, Visio, SharePoint, Military Experience, Military Operations, Active DoD Secret..., Security Clearance, DoD, Series 7, Uniform Combined State..., Financial Advisory, Project Planning, Microsoft Office, Microsoft Excel, Information Assurance, Strategic Financial..., Series 66, Technically Competent
Education
Florida Atlantic University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
David Kuyers, CFP®, CRPC® David Kuyers, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience December 2001 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2001 - Present
Plaisier, Kuyers and Associates December 2000 - December 2001
American Seating Company December 1987 - December 2000
American Seating Company December 1987 - December 2000
Herman Miller December 1969 - December 1986
Education
Ferris State University 1969 — 1971
B.S., Accounting and Finance
Ameriprise Financial Services, Inc. December 2001 - Present
Plaisier, Kuyers and Associates December 2000 - December 2001
American Seating Company December 1987 - December 2000
American Seating Company December 1987 - December 2000
Herman Miller December 1969 - December 1986
Education
Ferris State University 1969 — 1971
B.S., Accounting and Finance
Edward Hussey, CFP® Edward Hussey, CFP®'s Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. January 2004 - Present
Ameriprise Financial Services, Inc. June 2005 - September 2006
Muvico Theaters November 2000 - November 2003
AMC Theatres January 1990 - November 2000
Education
The American College 2005 — 2007
CFP Certification Curriculum
Florida Atlantic University 1990 — 1994
BS, Finance
University of Miami
Ameriprise Financial Services, Inc. January 2004 - Present
Ameriprise Financial Services, Inc. June 2005 - September 2006
Muvico Theaters November 2000 - November 2003
AMC Theatres January 1990 - November 2000
Education
The American College 2005 — 2007
CFP Certification Curriculum
Florida Atlantic University 1990 — 1994
BS, Finance
University of Miami
Sebastian Alcazar's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Accounting/Audit/Treasury/Tax Intern at Georgia Pacific
Industry Financial Services
Experience
Georgia-Pacific LLC May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - Present
Florida International University August 2013 - September 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Team Leadership, Accounting, Financial Analysis, Analysis, Finance, Investments, Mutual Funds, Portfolio Management, Public Speaking, Strategy, Teamwork, Time Management
Education
Florida International University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Junior
Georgia-Pacific LLC May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - Present
Florida International University August 2013 - September 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Team Leadership, Accounting, Financial Analysis, Analysis, Finance, Investments, Mutual Funds, Portfolio Management, Public Speaking, Strategy, Teamwork, Time Management
Education
Florida International University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Junior
Belina LiBritz's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Registered Sales Associates at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney July 1989 - May 2009
Education
Fairleigh Dickinson University 1984 — 1987
Bachelor of Science, in Business Management
Edward Williams College 1982 — 1984
A.A., Associate in Arts
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney July 1989 - May 2009
Education
Fairleigh Dickinson University 1984 — 1987
Bachelor of Science, in Business Management
Edward Williams College 1982 — 1984
A.A., Associate in Arts
Adrian Rahimi's Ameriprise Financial Services, Inc. Experience January 2015 - May 2015
Job Intern at Raymond James & Associates| Investments | Portfolio Manager | Financial Advising Track
Industry Financial Services
Experience
Raymond James & Associates May 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Florida International University December 2014 - May 2015
Lindt & Sprungli February 2013 - February 2015
Skills
Public Speaking, Finance, Entrepreneurship, Time Management, Economics, Marketing, Social Media Marketing, Social Networking, Investments, Microsoft Excel, Customer Service
Education
Florida International University - College of Business 2012 — 2016
Bachelor's degree, Finance and Economics, 3.9/4.0
Raymond James & Associates May 2015 - Present
Ameriprise Financial Services, Inc. January 2015 - May 2015
Florida International University December 2014 - May 2015
Lindt & Sprungli February 2013 - February 2015
Skills
Public Speaking, Finance, Entrepreneurship, Time Management, Economics, Marketing, Social Media Marketing, Social Networking, Investments, Microsoft Excel, Customer Service
Education
Florida International University - College of Business 2012 — 2016
Bachelor's degree, Finance and Economics, 3.9/4.0
David Seifers, CLU®, ChFC® 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
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
Daniel Bryan, Jr.'s Ameriprise Financial Services, Inc. Experience 1999 - 2009
Job Economic Development Professional
Industry Education Management
Experience
Penn Medicine (University of Pennsylvania Health System) December 2014 - Present
Pearl Financial Literacy 2011 - Present
Lincoln Educational Services September 2013 - November 2014
HBW Insurance & Financial Services 2010 - 2013
City of Richmond 2008 - 2010
Ameriprise Financial Services, Inc. 1999 - 2009
Skills
Financial Planning, Financial Education, Portfolio Optimization, Retirement Planning, Investment Advisory, Insurance, Investment Management, Estate Planning, Tax Reduction, Cash Flow, Long Term Care Insurance, Strategic Financial..., Management, Mutual Funds, Finance, Financial Analysis, Retirement, Risk Management, Small Business, Portfolio Management, Analysis, Financial Services, Program Management, Securities, Asset Management, Wealth Management, 401k, Asset Allocation, Series 63, Fixed Annuities, Financial Planners, Series 7, Series 6, Investments, Leadership Development, Public Speaking, Leadership, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration, Management
Fisk University
Economics
Central High School
Diploma, Academic
Penn Medicine (University of Pennsylvania Health System) December 2014 - Present
Pearl Financial Literacy 2011 - Present
Lincoln Educational Services September 2013 - November 2014
HBW Insurance & Financial Services 2010 - 2013
City of Richmond 2008 - 2010
Ameriprise Financial Services, Inc. 1999 - 2009
Skills
Financial Planning, Financial Education, Portfolio Optimization, Retirement Planning, Investment Advisory, Insurance, Investment Management, Estate Planning, Tax Reduction, Cash Flow, Long Term Care Insurance, Strategic Financial..., Management, Mutual Funds, Finance, Financial Analysis, Retirement, Risk Management, Small Business, Portfolio Management, Analysis, Financial Services, Program Management, Securities, Asset Management, Wealth Management, 401k, Asset Allocation, Series 63, Fixed Annuities, Financial Planners, Series 7, Series 6, Investments, Leadership Development, Public Speaking, Leadership, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration, Management
Fisk University
Economics
Central High School
Diploma, Academic
Tracy L. Edwards, CFP's Ameriprise Financial Services, Inc. Experience March 1997 - Present
Job Ameriprise Financial Services, Inc. (Emporia, KS)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1997 - Present
JC Penney May 1991 - March 1997
Education
Emporia State University 1990 — 1993
Marysville High School 1986 — 1990
Ameriprise Financial Services, Inc. March 1997 - Present
JC Penney May 1991 - March 1997
Education
Emporia State University 1990 — 1993
Marysville High School 1986 — 1990
Adam Yule's Ameriprise Financial Services, Inc. Experience January 2014 - January 2014
Job Student at Endicott College
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - January 2014
Ronald McDonald House Charities of the Capital Region, Inc. December 2012 - January 2013
Skills
Leadership, Teamwork, Business Journalism, Feature Writing, Team Motivation, Strategic Planning, Marketing, Public Speaking, Microsoft Office, Microsoft Excel, Group Work, Facebook
Education
Endicott College 2012 — 2016
Undergraduate, Finance and Financial Management Services, Junior
Endicott College 2012 — 2016
Finance and Financial Management Services
Ameriprise Financial Services, Inc. January 2014 - January 2014
Ronald McDonald House Charities of the Capital Region, Inc. December 2012 - January 2013
Skills
Leadership, Teamwork, Business Journalism, Feature Writing, Team Motivation, Strategic Planning, Marketing, Public Speaking, Microsoft Office, Microsoft Excel, Group Work, Facebook
Education
Endicott College 2012 — 2016
Undergraduate, Finance and Financial Management Services, Junior
Endicott College 2012 — 2016
Finance and Financial Management Services
Jonathan G. Cameron, CFP®'s Ameriprise Financial Services, Inc. Experience November 2006 - January 2008
Job CoFounder & CERTIFIED FINANCIAL PLANNER™ at CameronDowning
Industry Financial Services
Experience
CameronDowning, LLC September 2014 - Present
Zeiders Enterprises, Inc. September 2014 - Present
Equity Services, Inc. November 2011 - September 2014
Morgan Keegan & Co., Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. November 2006 - January 2008
Education
Florida International University 2003 — 2007
B.A. in English, Cum Laude
CameronDowning, LLC September 2014 - Present
Zeiders Enterprises, Inc. September 2014 - Present
Equity Services, Inc. November 2011 - September 2014
Morgan Keegan & Co., Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. November 2006 - January 2008
Education
Florida International University 2003 — 2007
B.A. in English, Cum Laude
Jill Citron Jill Citron's Ameriprise Financial Services, Inc. Experience December 2003 - March 2008
Job Vice President Development at Actors Hall of Fame Foundation
Industry Nonprofit Organization Management
Experience
Actors Hall of Fame Foundation February 2014 - Present
Bank of America Merrill Lynch February 2012 - July 2013
Chase March 2010 - March 2012
Randall Linde and Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. December 2003 - March 2008
Los Angeles Unified School District February 1983 - June 1986
Skills
Entertainment, Film, Video Production, Social Media, Fundraising, Nonprofits, Strategic Partnerships, Television
Education
University of California, Berkeley 1972 — 1973
Bachelor of Arts (BA), Theatre/Theater
Emerson College 1971 — 1972
Theatre/Theater
Foothill College 1969 — 1971
Associate of Arts (AA), Theatre/Theater
Actors Hall of Fame Foundation February 2014 - Present
Bank of America Merrill Lynch February 2012 - July 2013
Chase March 2010 - March 2012
Randall Linde and Associates March 2008 - March 2010
Ameriprise Financial Services, Inc. December 2003 - March 2008
Los Angeles Unified School District February 1983 - June 1986
Skills
Entertainment, Film, Video Production, Social Media, Fundraising, Nonprofits, Strategic Partnerships, Television
Education
University of California, Berkeley 1972 — 1973
Bachelor of Arts (BA), Theatre/Theater
Emerson College 1971 — 1972
Theatre/Theater
Foothill College 1969 — 1971
Associate of Arts (AA), Theatre/Theater
Jay Murray Jay Murray's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Associate Vice President Ameriprise Financial Services Inc. & Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors;OLDE Stockbrokers July 1994 - January 2009
Education
Ferris State University 1990 — 1994
B.S., Finance
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors;OLDE Stockbrokers July 1994 - January 2009
Education
Ferris State University 1990 — 1994
B.S., Finance
Sharon Greaves, M.Ed Sharon Greaves, M.Ed's Ameriprise Financial Services, Inc. Experience 2004 - 2012
Job Consultant and Administrator of School Services at The Origins Program
Industry Education Management
Experience
The Origins Program July 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2012
New City Charter School August 2003 - June 2008
3M January 1982 - August 1995
Data Control Corporation January 1979 - December 1981
Southwest Banking Corp December 1972 - December 1978
Skills
Tutoring, Educational Technology, Instructional Technology, Teacher Training, Special Education, Instructional Design, Literacy, Non-profits, K-12, Fundraising, Technology Integration, Higher Education, Volunteer Management, Public Speaking, Gifted Education, Academic Tutoring, Student Affairs, Nonprofits, Curriculum Development, Curriculum Design
Education
University of St. Thomas 1996 — 1998
Master of Arts (MA), Elementary Education and Teaching
Florida A&M University 1967 — 1971
Bachelor's of Science, Mathematics
The Origins Program July 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2012
New City Charter School August 2003 - June 2008
3M January 1982 - August 1995
Data Control Corporation January 1979 - December 1981
Southwest Banking Corp December 1972 - December 1978
Skills
Tutoring, Educational Technology, Instructional Technology, Teacher Training, Special Education, Instructional Design, Literacy, Non-profits, K-12, Fundraising, Technology Integration, Higher Education, Volunteer Management, Public Speaking, Gifted Education, Academic Tutoring, Student Affairs, Nonprofits, Curriculum Development, Curriculum Design
Education
University of St. Thomas 1996 — 1998
Master of Arts (MA), Elementary Education and Teaching
Florida A&M University 1967 — 1971
Bachelor's of Science, Mathematics
John Leahy John Leahy's Ameriprise Financial Services, Inc. Experience Bank of AmericaQuick and Reilly1999 - 2009
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. Bank of AmericaQuick and Reilly1999 - 2009
Education
Fairfield University
Bachelor's degree, Economics
Mt St Mary's College
Master of Business Administration (MBA), Business Management
Ameriprise Financial Services, Inc. Bank of AmericaQuick and Reilly1999 - 2009
Education
Fairfield University
Bachelor's degree, Economics
Mt St Mary's College
Master of Business Administration (MBA), Business Management
Tricia Hajjar Tricia Hajjar's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Wealth Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Northwestern Mutual February 2012 - March 2015
ING Investment Management February 2007 - February 2012
Pioneer Investments May 2003 - February 2007
State Street Research April 2002 - May 2003
State Street Research July 2000 - April 2002
State Street Research March 1999 - July 2000
Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning
Education
Florida Atlantic University
BS, Finance
Ameriprise Financial Services, Inc. March 2015 - Present
Northwestern Mutual February 2012 - March 2015
ING Investment Management February 2007 - February 2012
Pioneer Investments May 2003 - February 2007
State Street Research April 2002 - May 2003
State Street Research July 2000 - April 2002
State Street Research March 1999 - July 2000
Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning
Education
Florida Atlantic University
BS, Finance
LJ Woolston's Ameriprise Financial Services, Inc. Experience December 2006 - December 2008
Job LGBTQ Youth Homeless Service Liaison at The Alliance for GLBTQ Youth
Industry Photography
Experience
The Alliance for GLBTQ Youth September 2013 - Present
Virtually Yours Services, Inc December 2010 - Present
Club-Z In-Home Tutoring December 2008 - December 2010
Ameriprise Financial Services, Inc. December 2006 - December 2008
Princeton Review August 2005 - July 2007
Miami Music Works, Inc June 2003 - June 2007
Skills
Photoshop, Microsoft Office, Typing, Photography, Photo Editing, Great Communication, Great People Skills, Customer Acquisition, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Portrait Photography, Digital Photography, Tutoring, Event Photography, Food Photography, Fine Art Photography, Presentation Development, Documentary Photography, Writing Skills, Image Editing, Photojournalism, Community Outreach, Social Media, Public Speaking, Event Planning, Copy Editing, Leadership
Education
Florida International University 2013 — 2015
Master of Social Work (MSW), Social Work
University of Miami 2001 — 2005
Bachelor's, Psychology, Fine Art Photography
The Alliance for GLBTQ Youth September 2013 - Present
Virtually Yours Services, Inc December 2010 - Present
Club-Z In-Home Tutoring December 2008 - December 2010
Ameriprise Financial Services, Inc. December 2006 - December 2008
Princeton Review August 2005 - July 2007
Miami Music Works, Inc June 2003 - June 2007
Skills
Photoshop, Microsoft Office, Typing, Photography, Photo Editing, Great Communication, Great People Skills, Customer Acquisition, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Portrait Photography, Digital Photography, Tutoring, Event Photography, Food Photography, Fine Art Photography, Presentation Development, Documentary Photography, Writing Skills, Image Editing, Photojournalism, Community Outreach, Social Media, Public Speaking, Event Planning, Copy Editing, Leadership
Education
Florida International University 2013 — 2015
Master of Social Work (MSW), Social Work
University of Miami 2001 — 2005
Bachelor's, Psychology, Fine Art Photography
Lindsey Nichols Lindsey Nichols's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job .
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Genesee Valley Laser Centre May 2007 - March 2014
Wegmans Food Markets October 1999 - August 2011
Skills
Data Entry, Administrative..., Office Management, Healthcare, PowerPoint, Outlook, Access, Microsoft Word, Microsoft Excel, Public Speaking, Payroll, Microsoft Office, Customer Service, Healthcare Management, Graphic Design, Fine Art, Human Resources, Set Design, art, Drawing, Painting, Employee Training, Personal Finance, Research, Communication Skills, Relationship Management, Accounting
Education
Keuka College 2011 — 2013
Bachelor of Science (B.S.), Business Management, Human Resources, 3.835 GPA
Finger Lakes Community College
Associate's degree, Fine/Studio Arts, 3.9 GPA
Ameriprise Financial Services, Inc. March 2014 - Present
Genesee Valley Laser Centre May 2007 - March 2014
Wegmans Food Markets October 1999 - August 2011
Skills
Data Entry, Administrative..., Office Management, Healthcare, PowerPoint, Outlook, Access, Microsoft Word, Microsoft Excel, Public Speaking, Payroll, Microsoft Office, Customer Service, Healthcare Management, Graphic Design, Fine Art, Human Resources, Set Design, art, Drawing, Painting, Employee Training, Personal Finance, Research, Communication Skills, Relationship Management, Accounting
Education
Keuka College 2011 — 2013
Bachelor of Science (B.S.), Business Management, Human Resources, 3.835 GPA
Finger Lakes Community College
Associate's degree, Fine/Studio Arts, 3.9 GPA
Jon Houston's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job SVP Phoenix Media Corp
Industry Media Production
Experience
Phoenix Media Corp December 2006 - Present
F.W. Serra 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Retail, Leadership, Social Media Marketing, Marketing Strategy, Marketing, Social Media, Strategic Planning, Account Management, Sales, New Business Development, Social Networking, Sales Management, Brand Development, Email Marketing, Online Advertising, Management, Customer Service, Marketing Communications, Team Building
Education
Endicott College 1999 — 2003
Psychology, Criminal Justice
Endicott College 1999 — 2003
Psychology/Criminal Justice
Phoenix Media Corp December 2006 - Present
F.W. Serra 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Retail, Leadership, Social Media Marketing, Marketing Strategy, Marketing, Social Media, Strategic Planning, Account Management, Sales, New Business Development, Social Networking, Sales Management, Brand Development, Email Marketing, Online Advertising, Management, Customer Service, Marketing Communications, Team Building
Education
Endicott College 1999 — 2003
Psychology, Criminal Justice
Endicott College 1999 — 2003
Psychology/Criminal Justice
Wayne Hamilton, MFA Wayne Hamilton, MFA's Ameriprise Financial Services, Inc. Experience July 2007 - December 2007
Job Owner at Acoustic Vision Productions
Industry Entertainment
Experience
Acoustic Vision Productions Admissions CounselorNorthern State UniversityMarch 2008 - June 2012
Ameriprise Financial Services, Inc. July 2007 - December 2007
Vision MarComm Services October 2005 - July 2007
Starkey Hearing Technologies March 2004 - August 2005
UnitedHealth Group 1998 - 2000
FSI International 1996 - 1998
Skills
Marketing Communications, Editing, Project Management, Marketing, Creative Writing, Creative Direction, Advertising, Project Planning, Leadership, Teaching, Social Media, Media Relations, Vendor Management, Technical Writing, Social Networking, Public Relations, Management, Writing, Editing &..., Strategic Direction &..., Trade Show Logistics..., Web Content Development, Public Speaking, Volunteer Service, Nonprofits, Event Planning
Education
Emory and Henry College
Bachelor of Arts (BA), Economics & English
University of Maryland College Park
All But Dissertation (ABD) for a PhD, Public Communication
Virginia Commonwealth University
Master of Fine Arts (MFA), Theatre
Acoustic Vision Productions Admissions CounselorNorthern State UniversityMarch 2008 - June 2012
Ameriprise Financial Services, Inc. July 2007 - December 2007
Vision MarComm Services October 2005 - July 2007
Starkey Hearing Technologies March 2004 - August 2005
UnitedHealth Group 1998 - 2000
FSI International 1996 - 1998
Skills
Marketing Communications, Editing, Project Management, Marketing, Creative Writing, Creative Direction, Advertising, Project Planning, Leadership, Teaching, Social Media, Media Relations, Vendor Management, Technical Writing, Social Networking, Public Relations, Management, Writing, Editing &..., Strategic Direction &..., Trade Show Logistics..., Web Content Development, Public Speaking, Volunteer Service, Nonprofits, Event Planning
Education
Emory and Henry College
Bachelor of Arts (BA), Economics & English
University of Maryland College Park
All But Dissertation (ABD) for a PhD, Public Communication
Virginia Commonwealth University
Master of Fine Arts (MFA), Theatre
Sandrine Trubeck Sandrine Trubeck's Ameriprise Financial Services, Inc. Experience February 2014 - April 2014
Job Marketing Solution Manager
Industry Retail
Experience
MoneyGram International October 2014 - Present
Archway Marketing Services April 2014 - July 2014
Ameriprise Financial Services, Inc. February 2014 - April 2014
OptumHealth April 2013 - January 2014
FICO June 2012 - February 2013
Best Buy October 2009 - May 2012
Best Buy June 2008 - November 2009
Ameriprise Financial Services, Inc. January 2006 - June 2008
GMAC Commercial Finance January 2003 - 2005
Ernst & Young 1999 - 2003
Skills
SDLC, Business Analysis, Program Management, Project Portfolio..., Cross-functional Team..., Vendor Management, Project Management, Business Process..., Change Management, Integration, Requirements Analysis, Leadership, Management, CRM, Team Building, ERP, Strategic Planning, Product Development, Analysis, Risk Management, Outsourcing, Consulting, Marketing, Requirements Gathering, Organizational..., Budgets, Strategy, Process Improvement, Business Intelligence, E-commerce, Marketing Strategy, Team Leadership
Education
ESSEC Business School 1993 — 1996
MBA, Marketing & Strategy
Lycee Hoche -Versailles 1991 — 1993
Classe Preparatoire
Lycee Richelieu - Rueil Malmaison 1989 — 1991
Bachelor, Economics
School of Fine Arts - Rueil Malmaison, France 1988 — 1991
Fine Arts
MoneyGram International October 2014 - Present
Archway Marketing Services April 2014 - July 2014
Ameriprise Financial Services, Inc. February 2014 - April 2014
OptumHealth April 2013 - January 2014
FICO June 2012 - February 2013
Best Buy October 2009 - May 2012
Best Buy June 2008 - November 2009
Ameriprise Financial Services, Inc. January 2006 - June 2008
GMAC Commercial Finance January 2003 - 2005
Ernst & Young 1999 - 2003
Skills
SDLC, Business Analysis, Program Management, Project Portfolio..., Cross-functional Team..., Vendor Management, Project Management, Business Process..., Change Management, Integration, Requirements Analysis, Leadership, Management, CRM, Team Building, ERP, Strategic Planning, Product Development, Analysis, Risk Management, Outsourcing, Consulting, Marketing, Requirements Gathering, Organizational..., Budgets, Strategy, Process Improvement, Business Intelligence, E-commerce, Marketing Strategy, Team Leadership
Education
ESSEC Business School 1993 — 1996
MBA, Marketing & Strategy
Lycee Hoche -Versailles 1991 — 1993
Classe Preparatoire
Lycee Richelieu - Rueil Malmaison 1989 — 1991
Bachelor, Economics
School of Fine Arts - Rueil Malmaison, France 1988 — 1991
Fine Arts
Antonia DeFeo, CPA's Ameriprise Financial Services, Inc. Experience December 2010 - February 2011
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
Florida Atlantic University September 2011 - Present
McGladrey June 2011 - August 2011
Ameriprise Financial Services, Inc. December 2010 - February 2011
Florida Atlantic University January 2009 - May 2010
Skills
QuickBooks, Accounting, Auditing, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Word, Spreadsheets, Access, Outlook
Education
Florida Atlantic University 2007 — 2012
MAC, Accounting
McGladrey October 2012 - Present
Florida Atlantic University September 2011 - Present
McGladrey June 2011 - August 2011
Ameriprise Financial Services, Inc. December 2010 - February 2011
Florida Atlantic University January 2009 - May 2010
Skills
QuickBooks, Accounting, Auditing, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Word, Spreadsheets, Access, Outlook
Education
Florida Atlantic University 2007 — 2012
MAC, Accounting
Krystian Moreno Krystian Moreno's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Chase Investment Services September 2009 - August 2012
Education
Florida International University
Bachelor of Arts, Political Science
Ameriprise Financial Services, Inc. August 2012 - Present
Chase Investment Services September 2009 - August 2012
Education
Florida International University
Bachelor of Arts, Political Science
Michelle Watford Michelle Watford's Ameriprise Financial Services, Inc. Experience 2009 - 2010
Job Rest. manager at Subway
Industry Restaurants
Chris Baudouin, CFP®, CPA, PFS Chris Baudouin, CFP®, CPA, PFS's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job Financial Advisor at Marra & Baudouin, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2007 - Present
Jupitermedia Corporation 1997 - 2006
Arthur Andersen 1989 - 1997
Education
Fairfield University 1985 — 1989
BS, Accounting
Ameriprise Financial Services, Inc. January 2007 - Present
Jupitermedia Corporation 1997 - 2006
Arthur Andersen 1989 - 1997
Education
Fairfield University 1985 — 1989
BS, Accounting
Amy Tran-Balbin, MBA Amy Tran-Balbin, MBA's Ameriprise Financial Services, Inc. Experience July 2006 - July 2008
Job Assistant Sales Desk Manager at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC May 2014 - Present
Carey Financial, LLC November 2008 - May 2014
Ameriprise Financial Services, Inc. July 2006 - July 2008
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Mutual Funds, Finance, Series 7, Series 24, Financial Analysis, Series 63, Wealth Management, Financial Modeling, Financial Planning, Securities, Retirement Planning
Education
Fairleigh Dickinson University 2011 — 2013
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts (BA), Economics
Carey Financial, LLC May 2014 - Present
Carey Financial, LLC November 2008 - May 2014
Ameriprise Financial Services, Inc. July 2006 - July 2008
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Mutual Funds, Finance, Series 7, Series 24, Financial Analysis, Series 63, Wealth Management, Financial Modeling, Financial Planning, Securities, Retirement Planning
Education
Fairleigh Dickinson University 2011 — 2013
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts (BA), Economics
Amanda L. Bagarella, Esq. Amanda L. Bagarella, Esq.'s Ameriprise Financial Services, Inc. Experience April 2012 - January 2013
Job Associate Attorney at Mahoney Law Group
Industry Law Practice
Experience
Mahoney Law Group March 2015 - Present
Law Offices of Joshua Blumen, P.C. March 2013 - February 2015
Ameriprise Financial Services, Inc. April 2012 - January 2013
Thomas F. Williams & Associates, P. C. March 2010 - March 2012
Keegan & Flanagan, LLP November 2009 - March 2010
The Debt Exchange for Robert Half Legal July 2009 - November 2009
Robert Half Legal March 2009 - June 2009
City of Quincy September 2007 - December 2007
Ricciardelli & Small, LLC May 2007 - August 2007
Keegan & Flangan, LLP May 2006 - January 2007
Skills
Leadership, Document Review, Data Analysis, Community Outreach, Analytic Problem Solving, Risk Management, Client-focused, Training, Legal Research, Real Estate Transactions, Drafting Agreements, Negotiation, Real Estate Law, Loan Closings, Purchase Contracts, Sales Contracts, Residential Mortgages, Short Sales, Investment Properties, Sellers, Commercial Real Estate, Real Estate
Education
New England School of Law 2005 — 2008
JD, Law
Emmanuel College 2001 — 2005
BA, Psychology
Quincy High School 1997 — 2001
Diploma
Mahoney Law Group March 2015 - Present
Law Offices of Joshua Blumen, P.C. March 2013 - February 2015
Ameriprise Financial Services, Inc. April 2012 - January 2013
Thomas F. Williams & Associates, P. C. March 2010 - March 2012
Keegan & Flanagan, LLP November 2009 - March 2010
The Debt Exchange for Robert Half Legal July 2009 - November 2009
Robert Half Legal March 2009 - June 2009
City of Quincy September 2007 - December 2007
Ricciardelli & Small, LLC May 2007 - August 2007
Keegan & Flangan, LLP May 2006 - January 2007
Skills
Leadership, Document Review, Data Analysis, Community Outreach, Analytic Problem Solving, Risk Management, Client-focused, Training, Legal Research, Real Estate Transactions, Drafting Agreements, Negotiation, Real Estate Law, Loan Closings, Purchase Contracts, Sales Contracts, Residential Mortgages, Short Sales, Investment Properties, Sellers, Commercial Real Estate, Real Estate
Education
New England School of Law 2005 — 2008
JD, Law
Emmanuel College 2001 — 2005
BA, Psychology
Quincy High School 1997 — 2001
Diploma
Jordan Goodwin Jordan Goodwin's Ameriprise Financial Services, Inc. Experience January 2012 - March 2013
Job Administrative Assistant at Oak Point Financial Group
Industry Financial Services
Experience
Oak Point Financial Group March 2015 - Present
Stafford-Smith October 2014 - February 2015
OsborneKlein a Financial Advisory Practice of Ameriprise Financial Services, Inc. January 2014 - March 2014
OsborneKlein a Financial Advisory Practice of Ameriprise Financial Services, Inc. March 2013 - December 2013
Ameriprise Financial Services, Inc. January 2012 - March 2013
Skills
Investments, Customer Service, Microsoft Office, Microsoft Excel, Sales, Mutual Funds, Portfolio Management, Asset Management, Team Leadership, Series 7, Financial Analysis, Wealth Management, Alternative Investments, Management, Microsoft Word, PowerPoint, Time Management, Securities, Equities
Education
Western Michigan University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ferris State University 2008 — 2009
Bachelor of Business Administration (B.B.A.)
Oak Point Financial Group March 2015 - Present
Stafford-Smith October 2014 - February 2015
OsborneKlein a Financial Advisory Practice of Ameriprise Financial Services, Inc. January 2014 - March 2014
OsborneKlein a Financial Advisory Practice of Ameriprise Financial Services, Inc. March 2013 - December 2013
Ameriprise Financial Services, Inc. January 2012 - March 2013
Skills
Investments, Customer Service, Microsoft Office, Microsoft Excel, Sales, Mutual Funds, Portfolio Management, Asset Management, Team Leadership, Series 7, Financial Analysis, Wealth Management, Alternative Investments, Management, Microsoft Word, PowerPoint, Time Management, Securities, Equities
Education
Western Michigan University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ferris State University 2008 — 2009
Bachelor of Business Administration (B.B.A.)
Sybil Bogans Sybil Bogans's Ameriprise Financial Services, Inc. Experience August 2005 - August 2007
Job Assistant Accounting Manager at Arlington Community FCU
Industry Financial Services
Experience
Arlington Community FCU June 2015 - Present
US Fitness - Sport & Health, Inc. December 2013 - July 2015
SuperShuttle August 2008 - June 2014
Robert Half Finance & Accounting September 2007 - August 2008
Ameriprise Financial Services, Inc. August 2005 - August 2007
Office of Congressman Albert R. Wynn May 2003 - August 2005
Progressive Christian College December 2001 - May 2003
Spherion October 1998 - June 2000
Skills
Customer Service, Fitness, Training, Leadership, Management, Finance, Analysis, Sales, Teaching, Accounting, Team Building, Accounts Payable, Account Reconciliation, General Ledger, PeopleSoft
Education
Floriday A&M University 1996 — 1997
Master of Business Administration (MBA), Management
Florida A&M University 1989 — 1993
Bachelor of Science (BS), Accounting
Arlington Community FCU June 2015 - Present
US Fitness - Sport & Health, Inc. December 2013 - July 2015
SuperShuttle August 2008 - June 2014
Robert Half Finance & Accounting September 2007 - August 2008
Ameriprise Financial Services, Inc. August 2005 - August 2007
Office of Congressman Albert R. Wynn May 2003 - August 2005
Progressive Christian College December 2001 - May 2003
Spherion October 1998 - June 2000
Skills
Customer Service, Fitness, Training, Leadership, Management, Finance, Analysis, Sales, Teaching, Accounting, Team Building, Accounts Payable, Account Reconciliation, General Ledger, PeopleSoft
Education
Floriday A&M University 1996 — 1997
Master of Business Administration (MBA), Management
Florida A&M University 1989 — 1993
Bachelor of Science (BS), Accounting
David Block's Ameriprise Financial Services, Inc. Experience January 2005 - May 2008
Job Account Manager at Accelerated Production Systems
Industry Oil & Energy
Experience
Accelerated Production Systems June 2013 - Present
Oklahoma Pipe Sales, Inc May 2012 - May 2013
OfficeMax April 2010 - June 2012
Mark E. Woody & Associates, Franchise Advisor of Ameriprise Financial Services, Inc. May 2008 - January 2010
Ameriprise Financial Services, Inc. January 2005 - May 2008
Coldwell Banker Commercial Uptown June 2004 - December 2004
Crosswell Realty Partners, LLC June 2003 - June 2004
Skills
Drilling, Oilfield, Strategic Financial..., Financial Modeling, Financial Analysis, Account Management, Investments, Sales, Contract Negotiation, Business Strategy, Sales Management, Portfolio Management, Credit, Analysis, CRM, Business Development, Finance, Logistics, Training, Oil & Gas
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (B.B.A.), Consulting and Venture Management
Memorial High School
Accelerated Production Systems June 2013 - Present
Oklahoma Pipe Sales, Inc May 2012 - May 2013
OfficeMax April 2010 - June 2012
Mark E. Woody & Associates, Franchise Advisor of Ameriprise Financial Services, Inc. May 2008 - January 2010
Ameriprise Financial Services, Inc. January 2005 - May 2008
Coldwell Banker Commercial Uptown June 2004 - December 2004
Crosswell Realty Partners, LLC June 2003 - June 2004
Skills
Drilling, Oilfield, Strategic Financial..., Financial Modeling, Financial Analysis, Account Management, Investments, Sales, Contract Negotiation, Business Strategy, Sales Management, Portfolio Management, Credit, Analysis, CRM, Business Development, Finance, Logistics, Training, Oil & Gas
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (B.B.A.), Consulting and Venture Management
Memorial High School
Jennifer Ho's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Regional Sales Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - June 2015
Ameriprise Financial Services, Inc. June 2011 - October 2013
Winston's Barbershop May 2010 - May 2011
Gap Inc. May 2008 - August 2008
alice + olivia February 2008 - May 2008
Medica 2006 - 2008
Skills
Microsoft Excel, Microsoft Office, Analytics, Teamwork, Project Management, Microsoft Word, Customer Service, Retail, Visio, Insurance
Education
St. Olaf College 2002 — 2006
Bachelor of Arts, Economics, Studio Art
Fashion Institute of Technology 2008 — 2009
Continuing and Professional Studies, Fashion Design
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - June 2015
Ameriprise Financial Services, Inc. June 2011 - October 2013
Winston's Barbershop May 2010 - May 2011
Gap Inc. May 2008 - August 2008
alice + olivia February 2008 - May 2008
Medica 2006 - 2008
Skills
Microsoft Excel, Microsoft Office, Analytics, Teamwork, Project Management, Microsoft Word, Customer Service, Retail, Visio, Insurance
Education
St. Olaf College 2002 — 2006
Bachelor of Arts, Economics, Studio Art
Fashion Institute of Technology 2008 — 2009
Continuing and Professional Studies, Fashion Design
Jessica Larson Bailey's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Manager, Employee Relations at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
UnitedHealth Group August 2011 - August 2014
ADP TotalSource April 2009 - February 2011
ADP TotalSource November 2005 - April 2009
Best Buy, Co. July 2005 - November 2005
Best Buy, Co. June 2003 - June 2005
Best Buy, Co. April 2002 - June 2003
Best Buy, Co January 1999 - April 2002
Best Buy, Co January 1998 - January 1999
Skills
Employee Relations, FMLA, Compliance, Performance Management, Human Resources, EEO, Americans with..., Employee Training, Process Improvement, Project Management, Legal Compliance, Leadership, Benefits Administration, Onboarding, HRIS, Employee Benefits, Deferred Compensation, HR Policies, Interviews, PeopleSoft, ADP Payroll, Employee Engagement, Talent Management, Leadership Development, Workers Compensation, Program Management, New Hire Orientations, Team Building, Performance Appraisal, Payroll, Recruiting, Coaching, Workforce Planning, Employment Law, Talent Acquisition, Personnel Management, Labor Relations, Succession Planning, Management, Applicant Tracking..., Strategic Planning, Training, Organizational..., Conflict Resolution, HR Consulting, Job Analysis, Temporary Placement, Job Descriptions, College Recruiting, Background Checks
Education
Boston University, Metropolitan College
Masters of Criminal Justice, Criminal Justice
Florida International University
BA, Psychology
University of Minnesota
Graduate studies, Human Resource Development
Ameriprise Financial Services, Inc. September 2014 - Present
UnitedHealth Group August 2011 - August 2014
ADP TotalSource April 2009 - February 2011
ADP TotalSource November 2005 - April 2009
Best Buy, Co. July 2005 - November 2005
Best Buy, Co. June 2003 - June 2005
Best Buy, Co. April 2002 - June 2003
Best Buy, Co January 1999 - April 2002
Best Buy, Co January 1998 - January 1999
Skills
Employee Relations, FMLA, Compliance, Performance Management, Human Resources, EEO, Americans with..., Employee Training, Process Improvement, Project Management, Legal Compliance, Leadership, Benefits Administration, Onboarding, HRIS, Employee Benefits, Deferred Compensation, HR Policies, Interviews, PeopleSoft, ADP Payroll, Employee Engagement, Talent Management, Leadership Development, Workers Compensation, Program Management, New Hire Orientations, Team Building, Performance Appraisal, Payroll, Recruiting, Coaching, Workforce Planning, Employment Law, Talent Acquisition, Personnel Management, Labor Relations, Succession Planning, Management, Applicant Tracking..., Strategic Planning, Training, Organizational..., Conflict Resolution, HR Consulting, Job Analysis, Temporary Placement, Job Descriptions, College Recruiting, Background Checks
Education
Boston University, Metropolitan College
Masters of Criminal Justice, Criminal Justice
Florida International University
BA, Psychology
University of Minnesota
Graduate studies, Human Resource Development
Anjali Gandhi's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Vice President, Platform Services at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Express Scripts November 2009 - October 2011
Ameriprise Financial August 2006 - November 2009
US Bank 2004 - 2006
Thomson Reuters May 2003 - October 2004
Skills
Integration, Windows, Data Warehousing, SDLC, Vendor Management, Leadership
Education
Florida International University 2000 — 2001
Management Information Systems, MIS
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1996 — 2000
Engineering, Computer Science
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Express Scripts November 2009 - October 2011
Ameriprise Financial August 2006 - November 2009
US Bank 2004 - 2006
Thomson Reuters May 2003 - October 2004
Skills
Integration, Windows, Data Warehousing, SDLC, Vendor Management, Leadership
Education
Florida International University 2000 — 2001
Management Information Systems, MIS
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1996 — 2000
Engineering, Computer Science
Amanda (Mandi) Franklin's Ameriprise Financial Services, Inc. Experience May 2008 - September 2011
Job Child Development Coordinator @ YMCA Childrens Center
Industry Education Management
Experience
YMCA Childrens Center September 2011 - Present
Ameriprise Financial Services, Inc. May 2008 - September 2011
Windstream Communications February 2005 - December 2007
Early Explorations, Inc January 2004 - December 2004
Westwood Preschool, Inc. March 2002 - March 2003
ESU Child Development Center January 2000 - December 2001
Skills
Outlook, Microsoft Excel, Customer Service, Office Management, Long-term Care, Data Entry, Insurance, Strategic Financial..., PowerPoint, Microsoft Office, Financial Services, Microsoft Word, Access, Event Planning, Calendaring
Education
Emporia State University 1999 — 2001
Bachelor of Science in Education, Early Childhood Education and Teaching; Elementary Education
Hutchinson Community College 1996 — 1999
Associate of Arts (A.A.), Early Childhood & Elementary Education
Smoky Valley High School 1992 — 1996
High School Diploma, High school diploma
YMCA Childrens Center September 2011 - Present
Ameriprise Financial Services, Inc. May 2008 - September 2011
Windstream Communications February 2005 - December 2007
Early Explorations, Inc January 2004 - December 2004
Westwood Preschool, Inc. March 2002 - March 2003
ESU Child Development Center January 2000 - December 2001
Skills
Outlook, Microsoft Excel, Customer Service, Office Management, Long-term Care, Data Entry, Insurance, Strategic Financial..., PowerPoint, Microsoft Office, Financial Services, Microsoft Word, Access, Event Planning, Calendaring
Education
Emporia State University 1999 — 2001
Bachelor of Science in Education, Early Childhood Education and Teaching; Elementary Education
Hutchinson Community College 1996 — 1999
Associate of Arts (A.A.), Early Childhood & Elementary Education
Smoky Valley High School 1992 — 1996
High School Diploma, High school diploma
Francisco J. Torres, CFP®'s Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Certified Financial Planner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Morgan Stanley December 2000 - February 2009
Education
Florida Atlantic University 1991 — 1995
BBA, Business
Ameriprise Financial Services, Inc. February 2009 - Present
Morgan Stanley December 2000 - February 2009
Education
Florida Atlantic University 1991 — 1995
BBA, Business
Ted Bennett Jr.'s Ameriprise Financial Services, Inc. Experience 2011 - 2011
Job Advising Investors Globally with Institutional Data, Risk & Asset Allocation Due Diligence Corp.Specialist | eVestment
Industry Financial Services
Experience
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
eVestment January 2014 - Present
Bennett & Associates July 2009 - Present
Uprising Sound August 2005 - Present
Transamerica Financial Advisors, Inc. September 2013 - April 2014
Floor & Decor July 2012 - March 2014
Comprehesive Counseling Solutions October 2011 - April 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Wachovia, A Wells Fargo Company December 2006 - August 2009
Wachovia, A Wells Fargo Company June 2003 - December 2006
E*TRADE Financial Corporation September 2000 - April 2003
Skills
Financial Analysis, Finance, Portfolio Management, Investments, Leadership, Microsoft Office, Management, Sales, Strategic Financial..., Insurance, Customer Service, Account Management, Business Development, Marketing, Asset Management, Securities, Public Speaking, Strategy, Bloomberg Terminal, Morningstar, Thompson One, People Skills, Sales Management, Sales Operations, Budgets, CRM, Series 7, Mutual Funds, Alternative Investments, Team Building, Time Management, Equities, Employee Benefits, Analysis, Forecasting, Business Planning, Small Business, Coaching, Wealth Management, Cold Calling, Financial Services, Microsoft Excel, Sales Support, Financial Planning, Competitive Analysis, Fixed Annuities, Asset Allocation, Online Marketing, eVestment Analytics, Fixed Income
Education
Florida Agricultural and Mechanical University
Bachelor of Science, Economics
St. John's University
Craig Russ's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job APMA, Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Merrill Lynch October 2007 - November 2011
JB Hanauer & Co. October 2002 - October 2007
Gibraltar Securities April 1993 - October 2002
Education
Wroxton College Oxfordshire, UK 1992 — 1992
Fairleigh Dickinson University 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Wardlaw Hartridge 1982 — 1985
Ameriprise Financial Services, Inc. November 2011 - Present
Merrill Lynch October 2007 - November 2011
JB Hanauer & Co. October 2002 - October 2007
Gibraltar Securities April 1993 - October 2002
Education
Wroxton College Oxfordshire, UK 1992 — 1992
Fairleigh Dickinson University 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Wardlaw Hartridge 1982 — 1985
Timothy J. Bateman, MBA's Ameriprise Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1996 - Present
The Equitable 1996 - 1996
The Coca-Cola Company 1993 - 1996
The Coca-Cola Company 1990 - 1993
Intercraft Company 1988 - 1989
General Electric Robotics and Visions Systems 1986 - 1987
Education
University of Central Florida 1985 — 1987
MBA, Business
Florida Atlantic University 1982 — 1984
BBA, Marketing
Ameriprise Financial Services, Inc. September 1996 - Present
The Equitable 1996 - 1996
The Coca-Cola Company 1993 - 1996
The Coca-Cola Company 1990 - 1993
Intercraft Company 1988 - 1989
General Electric Robotics and Visions Systems 1986 - 1987
Education
University of Central Florida 1985 — 1987
MBA, Business
Florida Atlantic University 1982 — 1984
BBA, Marketing
Priscilla Woliver's Ameriprise Financial Services, Inc. Experience May 2014 - January 2015
Job Financial Analyst at Health First
Industry Hospital & Health Care
Experience
Health First August 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Atlantis Vision Center April 2012 - November 2013
Harris Corporation April 2009 - June 2010
Skills
Financial Reporting, Financial Analysis, Banking, Customer Service
Education
Florida Institute of Technology 1996 — 1998
MBA
Health First August 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - January 2015
Atlantis Vision Center April 2012 - November 2013
Harris Corporation April 2009 - June 2010
Skills
Financial Reporting, Financial Analysis, Banking, Customer Service
Education
Florida Institute of Technology 1996 — 1998
MBA
Karissa Reed, MBA's Ameriprise Financial Services, Inc. Experience January 2011 - January 2014
Job Private Client Wealth Management
Industry Financial Services
Experience
AllianceBernstein February 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - January 2014
Pappas Restaurants, Inc. May 2011 - June 2012
Wells Fargo January 2009 - January 2010
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, Graduate Program
The University of Texas at Austin 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Economics, 3.5 GPA
AllianceBernstein February 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - January 2014
Pappas Restaurants, Inc. May 2011 - June 2012
Wells Fargo January 2009 - January 2010
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, Graduate Program
The University of Texas at Austin 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Economics, 3.5 GPA
James J Gilmartin III, CFP's Ameriprise Financial Services, Inc. Experience 1995 - Present
Job Financial Advisor, Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1995 - Present
Education
Marquette University 1979 — 1983
B.S.B.A, Business Administration
Fairleigh Dickinson University
CFP, Institute of Financial Services
Ameriprise Financial Services, Inc. 1995 - Present
Education
Marquette University 1979 — 1983
B.S.B.A, Business Administration
Fairleigh Dickinson University
CFP, Institute of Financial Services
James Laite's Ameriprise Financial Services, Inc. Experience April 2003 - September 2010
Job Financial Advisor at Cadence Wealth Management
Industry Financial Services
Experience
Cadence Wealth Management October 2010 - Present
Ameriprise Financial Services, Inc. April 2003 - September 2010
Patriot Chimney Sevices February 1991 - April 2003
East Coast Diver's, Inc. May 1986 - February 1991
Skills
Retirement Planning, Saving for Education, Estate Planning, Finance, Employee Stock Options, Wealth Management, Financial Advisory, Series 7, Investments
Education
Embry-Riddle Aeronautical University 1982 — 1983
Aeronautical Engineering
Middlesex Community College 1981 — 1982
Cadence Wealth Management October 2010 - Present
Ameriprise Financial Services, Inc. April 2003 - September 2010
Patriot Chimney Sevices February 1991 - April 2003
East Coast Diver's, Inc. May 1986 - February 1991
Skills
Retirement Planning, Saving for Education, Estate Planning, Finance, Employee Stock Options, Wealth Management, Financial Advisory, Series 7, Investments
Education
Embry-Riddle Aeronautical University 1982 — 1983
Aeronautical Engineering
Middlesex Community College 1981 — 1982
Gregory S. Coale's Ameriprise Financial Services, Inc. Experience December 2004 - December 2005
Job President at Coale Business Consulting
Industry Management Consulting
Experience
Coale Business Consulting January 2012 - Present
Darden January 2011 - January 2012
Coale Real Estate and Appraisal June 2001 - January 2012
Clayton Manufactured Homes September 2005 - July 2007
Ameriprise Financial Services, Inc. December 2004 - December 2005
Camper Kingdom January 1994 - April 2001
Community Coffee Company March 1990 - January 1994
The Stroh Brewing Company March 1982 - February 1990
Jos. Schlitz Brewing Company January 1977 - July 1982
Jos. Schlitz Brewing Company March 1977 - March 1979
Skills
Business Development, Retail, Management Consulting, Pricing, Real Estate, Strategic Planning, Management, Team Building, Sales Management, Marketing, Wholesale, Food & Beverage, Customer Service, Negotiation, New Business Development, Contract Negotiation, Financial Analysis, Collaborative Problem..., Food, Alcoholic Beverages, Beer, Coffee, Appraisals, Fortune 500, Insurance, Financial Advisory, Stage Production, Boating Operations, Leadership, Budgets, Sales, Sales Operations, Start-ups, Training, Public Speaking, Marketing Strategy, Business Strategy, Event Planning, Business Planning, P&L, Microsoft Office, Excel Spread Sheets, Data Mining, Team Leadership, Cross-functional Team..., Troubleshooting, Advertising, Executive Management, Direct Sales, Market Pricing
Education
Amhurst University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Western Illinois University 1974 — 1977
MBA extensive graduate level studies.
Florida International University 1972 — 1974
Bachelor’s Degree, International Hotel, Restaurant & Travel Management
Coale Business Consulting January 2012 - Present
Darden January 2011 - January 2012
Coale Real Estate and Appraisal June 2001 - January 2012
Clayton Manufactured Homes September 2005 - July 2007
Ameriprise Financial Services, Inc. December 2004 - December 2005
Camper Kingdom January 1994 - April 2001
Community Coffee Company March 1990 - January 1994
The Stroh Brewing Company March 1982 - February 1990
Jos. Schlitz Brewing Company January 1977 - July 1982
Jos. Schlitz Brewing Company March 1977 - March 1979
Skills
Business Development, Retail, Management Consulting, Pricing, Real Estate, Strategic Planning, Management, Team Building, Sales Management, Marketing, Wholesale, Food & Beverage, Customer Service, Negotiation, New Business Development, Contract Negotiation, Financial Analysis, Collaborative Problem..., Food, Alcoholic Beverages, Beer, Coffee, Appraisals, Fortune 500, Insurance, Financial Advisory, Stage Production, Boating Operations, Leadership, Budgets, Sales, Sales Operations, Start-ups, Training, Public Speaking, Marketing Strategy, Business Strategy, Event Planning, Business Planning, P&L, Microsoft Office, Excel Spread Sheets, Data Mining, Team Leadership, Cross-functional Team..., Troubleshooting, Advertising, Executive Management, Direct Sales, Market Pricing
Education
Amhurst University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Western Illinois University 1974 — 1977
MBA extensive graduate level studies.
Florida International University 1972 — 1974
Bachelor’s Degree, International Hotel, Restaurant & Travel Management
Ray Sailus's Ameriprise Financial Services, Inc. Experience July 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1992 - Present
Eastman Kodak Company January 1988 - April 1992
Education
Ferris State University 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Marketing, Finance
Novi High School 1978 — 1981
Ameriprise Financial Services, Inc. July 1992 - Present
Eastman Kodak Company January 1988 - April 1992
Education
Ferris State University 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Marketing, Finance
Novi High School 1978 — 1981
Micheal White, CRPC's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2004 - Present
Education
Fitchburg State University 1990 — 1993
BS, Computer Science
Ameriprise Financial Services, Inc. 2004 - Present
Education
Fitchburg State University 1990 — 1993
BS, Computer Science
Eric Woodhouse, MBA's Ameriprise Financial Services, Inc. Experience October 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Norma Simmonds's Ameriprise Financial Services, Inc. Experience April 2005 - November 2012
Job Technical Analyst Lead
Industry Information Technology and Services
Experience
RBC Wealth Management December 2014 - Present
Signature Consultants May 2013 - November 2014
Ameriprise Financial Services, Inc. April 2005 - November 2012
American Express 1993 - 2005
Skills
Testing, Architectures, Business Analysis, SharePoint, SDLC, Business Requirements, Mainframe, COBOL, DB2, Requirements Gathering, English, Windows, JavaScript, Java, JCL, Data Analysis, Programming, Microsoft Office, Architecture, Microsoft Excel, Microsoft Word, Outlook, HTML, PowerPoint, Problem Solving, Collaboration, Mainframe Development, SQLQuery, TIBCO Business Studio, Access
Education
University of Phoenix 2005 — 2007
Master's degree, Master of Information Systems/Management
Florida A&M University 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
RBC Wealth Management December 2014 - Present
Signature Consultants May 2013 - November 2014
Ameriprise Financial Services, Inc. April 2005 - November 2012
American Express 1993 - 2005
Skills
Testing, Architectures, Business Analysis, SharePoint, SDLC, Business Requirements, Mainframe, COBOL, DB2, Requirements Gathering, English, Windows, JavaScript, Java, JCL, Data Analysis, Programming, Microsoft Office, Architecture, Microsoft Excel, Microsoft Word, Outlook, HTML, PowerPoint, Problem Solving, Collaboration, Mainframe Development, SQLQuery, TIBCO Business Studio, Access
Education
University of Phoenix 2005 — 2007
Master's degree, Master of Information Systems/Management
Florida A&M University 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
James T. Ryan's Ameriprise Financial Services, Inc. Experience 1999 - 2007
Job Sports Technologies LLC
Industry Investment Banking
Experience
Sports Technologies LLC May 2013 - Present
Symphony Concierge August 2010 - Present
Archstone Investment Management 2008 - 2009
Ameriprise Financial Services, Inc. 1999 - 2007
Mellon Bank/ Dreyfus Investment Services Corporation 1994 - 1998
SEI 1993 - 1994
Equitable Assurance Society/ AXA - Karr-Barth Associates 1986 - 1993
Member of The Philadelphia Stock Exchange 1979 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Securities, Asset Managment, Equities, Risk Management, Strategic Financial..., Trading, Series 7, Finance, Insurance, Mutual Funds, Small Business, Marketing Strategy, Product Marketing, Social Media Marketing, Marketing Communications, Profit, Fundraising, Brand Awareness, Brand Loyalty, New Business Development, Business Intelligence, Team Building, Business Strategy, Politics, Entrepreneurship, Events, Non-profits, Management, Asset Management, Nonprofits, Employee Benefits, Business Planning, Marketing, Analytics, Venture Capital, Executive Management, Integrated Marketing, Alternative Investments, Sales, Options, Mergers & Acquisitions, Hedge Funds, Start-ups, Financial Services, Strategic Partnerships, Advertising
Education
Syracuse University 1973 — 1977
Bachelors of Science, School of Management - Marketing
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Sports Technologies LLC May 2013 - Present
Symphony Concierge August 2010 - Present
Archstone Investment Management 2008 - 2009
Ameriprise Financial Services, Inc. 1999 - 2007
Mellon Bank/ Dreyfus Investment Services Corporation 1994 - 1998
SEI 1993 - 1994
Equitable Assurance Society/ AXA - Karr-Barth Associates 1986 - 1993
Member of The Philadelphia Stock Exchange 1979 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Securities, Asset Managment, Equities, Risk Management, Strategic Financial..., Trading, Series 7, Finance, Insurance, Mutual Funds, Small Business, Marketing Strategy, Product Marketing, Social Media Marketing, Marketing Communications, Profit, Fundraising, Brand Awareness, Brand Loyalty, New Business Development, Business Intelligence, Team Building, Business Strategy, Politics, Entrepreneurship, Events, Non-profits, Management, Asset Management, Nonprofits, Employee Benefits, Business Planning, Marketing, Analytics, Venture Capital, Executive Management, Integrated Marketing, Alternative Investments, Sales, Options, Mergers & Acquisitions, Hedge Funds, Start-ups, Financial Services, Strategic Partnerships, Advertising
Education
Syracuse University 1973 — 1977
Bachelors of Science, School of Management - Marketing
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Annie Bell's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Registered Operations Support
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2013 - Present
The Prudential Insurance Company of America August 2010 - February 2013
Johnny Kezele January 2007 - August 2010
Senator Maria Cantwell September 2004 - January 2005
Davidson, Davidson & Hawkins CPA's 2001 - 2002
Skills
Series 7, Series 65, Series 63, Series 6, Securities
Education
Loyola Marymount University 2002 — 2006
B.A., Political Science, Art History
Fairfield University 2005 — 2005
Ameriprise Financial Services, Inc. 2013 - Present
The Prudential Insurance Company of America August 2010 - February 2013
Johnny Kezele January 2007 - August 2010
Senator Maria Cantwell September 2004 - January 2005
Davidson, Davidson & Hawkins CPA's 2001 - 2002
Skills
Series 7, Series 65, Series 63, Series 6, Securities
Education
Loyola Marymount University 2002 — 2006
B.A., Political Science, Art History
Fairfield University 2005 — 2005
Eric Blake Jr's Ameriprise Financial Services, Inc. Experience March 2011 - August 2011
Job Fiscal Services Specialist III at Industrial Commission of Arizona
Industry Accounting
Experience
Industrial Commission of Arizona May 2014 - Present
Arizona Board of Technical Registration November 2013 - May 2014
Arizona Board of Technical Registration July 2013 - October 2013
Corporate Job Bank March 2013 - July 2013
Matheson Inc. December 2012 - December 2012
Integrity Staffing Solutions October 2012 - November 2012
Charles Schwab November 2011 - May 2012
Ameriprise Financial Services, Inc. March 2011 - August 2011
Dillards May 2007 - July 2010
Wells Fargo July 2008 - September 2008
Skills
Microsoft Office 2010, 10 Key, PC, Cisco Technologies, Firefox, Wireless Networking, Wireless Security, Android, Property & Casualty..., A/R Management, A/R collections, A/R analysis, Direct Sales, Sales, Customer Service, Customer Acquisition, Customer Retention, Retail, Banking, Checks, Deposits, Call Center, Cold Calling, Inbound Lead Generation, Marketing, Telephone, Dialers, Customer Satisfaction, Management, Data Entry, Small Business, Account Reconciliation, Finance, Call Centers
Education
Western International University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Northern Arizona University 2004 — 2004
Arizona State University West 2002 — 2003
Estrella Mountain Community College 1999 — 2001
Associate's degree, Global Business
Industrial Commission of Arizona May 2014 - Present
Arizona Board of Technical Registration November 2013 - May 2014
Arizona Board of Technical Registration July 2013 - October 2013
Corporate Job Bank March 2013 - July 2013
Matheson Inc. December 2012 - December 2012
Integrity Staffing Solutions October 2012 - November 2012
Charles Schwab November 2011 - May 2012
Ameriprise Financial Services, Inc. March 2011 - August 2011
Dillards May 2007 - July 2010
Wells Fargo July 2008 - September 2008
Skills
Microsoft Office 2010, 10 Key, PC, Cisco Technologies, Firefox, Wireless Networking, Wireless Security, Android, Property & Casualty..., A/R Management, A/R collections, A/R analysis, Direct Sales, Sales, Customer Service, Customer Acquisition, Customer Retention, Retail, Banking, Checks, Deposits, Call Center, Cold Calling, Inbound Lead Generation, Marketing, Telephone, Dialers, Customer Satisfaction, Management, Data Entry, Small Business, Account Reconciliation, Finance, Call Centers
Education
Western International University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Northern Arizona University 2004 — 2004
Arizona State University West 2002 — 2003
Estrella Mountain Community College 1999 — 2001
Associate's degree, Global Business
Carla Boggess's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor/ Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney February 2008 - March 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Equities, Series 63, Asset Allocation, Strategic Financial..., Alternative Investments, Asset Management, Securities, Fixed Income
Education
Florida Gulf Coast University
Master of Business Administration (MBA)
Monmouth University
Master of Arts (M.A.), Psychology
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney February 2008 - March 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Equities, Series 63, Asset Allocation, Strategic Financial..., Alternative Investments, Asset Management, Securities, Fixed Income
Education
Florida Gulf Coast University
Master of Business Administration (MBA)
Monmouth University
Master of Arts (M.A.), Psychology
Aimee Conetta's Ameriprise Financial Services, Inc. Experience January 2008 - May 2009
Job Digital Media Assistant at WWE
Industry Retail
Experience
WWE January 2013 - Present
Barneys New York May 2010 - May 2012
Hudson City Savings Bank September 2009 - May 2010
Ameriprise Financial Services, Inc. January 2008 - May 2009
Skills
Retail, Finance, Financial Analysis, Income Statement, Microsoft Excel, Customer Service, Outlook, PowerPoint, Accounting, Microsoft Word, Budgets, Analysis, QuickBooks, Access, Banking
Education
Fairfield University 2005 — 2009
B.S., Finance
WWE January 2013 - Present
Barneys New York May 2010 - May 2012
Hudson City Savings Bank September 2009 - May 2010
Ameriprise Financial Services, Inc. January 2008 - May 2009
Skills
Retail, Finance, Financial Analysis, Income Statement, Microsoft Excel, Customer Service, Outlook, PowerPoint, Accounting, Microsoft Word, Budgets, Analysis, QuickBooks, Access, Banking
Education
Fairfield University 2005 — 2009
B.S., Finance
Adriana Velazco, CFE's Ameriprise Financial Services, Inc. Experience May 2010 - September 2011
Job ABL Field Examiner
Industry Financial Services
Experience
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Ocean Bank April 2012 - Present
BNY Mellon Wealth Management October 2011 - January 2012
Ameriprise Financial Services, Inc. May 2010 - September 2011
Hirsh & Co., CPA's February 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Asset Based Lending, Financial Reporting, Financial Analysis, Wealth Management, Investments, Banking, Credit Analysis, Commercial Banking, Risk Management, Financial Risk
Education
Florida International University - College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Coleman F. Carroll High School
Ivan Friend's Ameriprise Financial Services, Inc. Experience September 1992 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1992 - Present
Education
Embry-Riddle Aeronautical University 1990 — 1992
MAS, Aeronautical Science
University of Nebraska at Omaha 1980 — 1981
MS, Economics, Management, Meterorology
Ameriprise Financial Services, Inc. September 1992 - Present
Education
Embry-Riddle Aeronautical University 1990 — 1992
MAS, Aeronautical Science
University of Nebraska at Omaha 1980 — 1981
MS, Economics, Management, Meterorology
Frederick Benjamin CFA, FRM's Ameriprise Financial Services, Inc. Experience September 1996 - September 2000
Job President and Chief Executive Officer at Gliese Capital Management, LLC
Industry Investment Management
Experience
Gliese Capital Management, LLC April 2013 - Present
Manulife Financial March 2012 - April 2013
Sun Life Financial July 2006 - March 2012
Allstate Financial October 2000 - July 2006
Ameriprise Financial Services, Inc. September 1996 - September 2000
Ameriprise Financial Services, Inc. January 1996 - August 1996
Ameriprise Financial Services, Inc. June 1993 - December 1995
Cigna Insurance 1992 - 1993
Skills
Modeling, Valuation, Hedging, Technical Writing, Financial Systems, Interest Rate Risk..., Investments, ALM, Fixed Assets, Interest Rate..., ALFA Modeling, Moses Modeling, AXIS Modeling, Interest Rate Swap..., Hedge models, FX trading, Equity Trading, Commodity Markets, Bond Trading, Options Trading, ETFs
Education
Florida A&M University 1989 — 1993
Bachelor of Science, Actuarial Science
Gliese Capital Management, LLC April 2013 - Present
Manulife Financial March 2012 - April 2013
Sun Life Financial July 2006 - March 2012
Allstate Financial October 2000 - July 2006
Ameriprise Financial Services, Inc. September 1996 - September 2000
Ameriprise Financial Services, Inc. January 1996 - August 1996
Ameriprise Financial Services, Inc. June 1993 - December 1995
Cigna Insurance 1992 - 1993
Skills
Modeling, Valuation, Hedging, Technical Writing, Financial Systems, Interest Rate Risk..., Investments, ALM, Fixed Assets, Interest Rate..., ALFA Modeling, Moses Modeling, AXIS Modeling, Interest Rate Swap..., Hedge models, FX trading, Equity Trading, Commodity Markets, Bond Trading, Options Trading, ETFs
Education
Florida A&M University 1989 — 1993
Bachelor of Science, Actuarial Science
Bea Duarte, MBA's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - September 2013
JPMorgan Chase July 2006 - November 2011
American Bible Society January 1998 - January 2006
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, Project Management, Banking, Management, Finance, Mutual Funds, Portfolio Management, Program Management, Series 7, Financial Planning, Leadership
Education
Florida Atlantic University 2003 — 2006
MBA, Business Administration - Financial Planning
University of Central Florida
Bachelors in Science, Business Adminitration
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - September 2013
JPMorgan Chase July 2006 - November 2011
American Bible Society January 1998 - January 2006
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, Project Management, Banking, Management, Finance, Mutual Funds, Portfolio Management, Program Management, Series 7, Financial Planning, Leadership
Education
Florida Atlantic University 2003 — 2006
MBA, Business Administration - Financial Planning
University of Central Florida
Bachelors in Science, Business Adminitration
Robert Maes, CPA's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
TFS Securities, Inc./ Maes Financial Services 2000 - 2011
Education
Fairleigh Dickinson University 1975 — 1978
Bachelor of Science (B.Sc.), Accounting
Ameriprise Financial Services, Inc. January 2012 - Present
TFS Securities, Inc./ Maes Financial Services 2000 - 2011
Education
Fairleigh Dickinson University 1975 — 1978
Bachelor of Science (B.Sc.), Accounting
Earl McCrary's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Daytona Beach, FL June 2005 - March 2012
Daytona Beach, Fl August 2003 - June 2005
Education
Florida A&M University 1977 — 1981
Bachelor of Science (BS), Business Administration & Management
Mainland Sr. High 1973 — 1977
Diploma
Ameriprise Financial Services, Inc. March 2012 - Present
Daytona Beach, FL June 2005 - March 2012
Daytona Beach, Fl August 2003 - June 2005
Education
Florida A&M University 1977 — 1981
Bachelor of Science (BS), Business Administration & Management
Mainland Sr. High 1973 — 1977
Diploma
Ralph Penick's Ameriprise Financial Services, Inc. Experience May 1988 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1988 - Present
Farm Credit Administration July 1982 - April 1988
Cambridge Farm Credit Service August 1972 - July 1982
Education
Ohio University 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Fairmont State College 1968 — 1972
Bachelor of Arts (B.A.), Secondary Education and Teaching
Ameriprise Financial Services, Inc. May 1988 - Present
Farm Credit Administration July 1982 - April 1988
Cambridge Farm Credit Service August 1972 - July 1982
Education
Ohio University 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Fairmont State College 1968 — 1972
Bachelor of Arts (B.A.), Secondary Education and Teaching
Kim Benz's Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Management Consulting
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Self-employed 2012 - Present
Phoenix Advertising March 1993 - November 1996
Goudelock Advertising September 1990 - March 1993
Education
Ferris State University 1986 — 1990
Bachelor of Science (BS), Business/Commerce, General
Ameriprise Financial Services, Inc. February 2013 - Present
Self-employed 2012 - Present
Phoenix Advertising March 1993 - November 1996
Goudelock Advertising September 1990 - March 1993
Education
Ferris State University 1986 — 1990
Bachelor of Science (BS), Business/Commerce, General
Patricia Nicolau, CRPC's Ameriprise Financial Services, Inc. Experience May 2006 - May 2007
Job Registered Sr Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Ameriprise Financial Services, Inc. May 2006 - May 2007
Education
Florida International University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Merrill Lynch November 2007 - Present
Ameriprise Financial Services, Inc. May 2006 - May 2007
Education
Florida International University 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Nisarg Upadhyay's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Treasury of State of Michigan February 2011 - September 2012
Prudential Financial October 2009 - January 2011
HDFC Bank June 2007 - August 2008
Skills
SDLC, Business Analysis, Finance Domain, Requirements Gathering, Software Documentation, Business Requirements, Flow Diagrams, Quality Assurance, Testing, Use Case Analysis, Financial Analysis, Accounting, Forecasting, Auditing, Sales, Inventory Management, Financial Reporting, SharePoint, MS Project, Microsoft Office, Requirements Analysis, Visio, Banking, Insurance, Property & Casualty..., Business Process, Analysis
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Statistics
Ameriprise Financial Services, Inc. January 2014 - Present
Treasury of State of Michigan February 2011 - September 2012
Prudential Financial October 2009 - January 2011
HDFC Bank June 2007 - August 2008
Skills
SDLC, Business Analysis, Finance Domain, Requirements Gathering, Software Documentation, Business Requirements, Flow Diagrams, Quality Assurance, Testing, Use Case Analysis, Financial Analysis, Accounting, Forecasting, Auditing, Sales, Inventory Management, Financial Reporting, SharePoint, MS Project, Microsoft Office, Requirements Analysis, Visio, Banking, Insurance, Property & Casualty..., Business Process, Analysis
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Statistics
Ricardo Baptiste's Ameriprise Financial Services, Inc. Experience
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Banking, Risk Management, Financial Planning, Microsoft Office, Microsoft Excel
Education
Florida Atlantic University
Ameriprise Financial Services, Inc.
Skills
Investments, Financial Analysis, Customer Service, Management, Portfolio Management, Banking, Risk Management, Financial Planning, Microsoft Office, Microsoft Excel
Education
Florida Atlantic University
Kevin McMichael's Ameriprise Financial Services, Inc. Experience September 2014 - March 2015
Job Emmanuel College Alumni
Industry Accounting
Experience
Ameriprise Financial Services, Inc. September 2014 - March 2015
General Nutrition Center July 2014 - February 2015
Party City June 2014 - July 2014
IECONY Elevators June 2013 - August 2013
Spa 23 June 2012 - August 2012
Pompton Plains Sunoco December 2008 - July 2011
Education
Emmanuel College 2011 — 2015
Emmanuel College 2011 — 2015
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. September 2014 - March 2015
General Nutrition Center July 2014 - February 2015
Party City June 2014 - July 2014
IECONY Elevators June 2013 - August 2013
Spa 23 June 2012 - August 2012
Pompton Plains Sunoco December 2008 - July 2011
Education
Emmanuel College 2011 — 2015
Emmanuel College 2011 — 2015
Bachelor's degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank