Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

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

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

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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
George Limperopoulos George Limperopoulos Greater New York City Area Details
George Limperopoulos's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Ameriprise Financial Services, Inc.   1994 - 2014

Education
University of Phoenix   2005 — 2007
MBA, Business Administration

Fordham University   1978 — 1982
BS, Finance

Christine Frole CPA Financial Advisor Christine Frole CPA Financial Advisor Montclair, New Jersey Details
Christine Frole CPA Financial Advisor's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Christine Frole & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
JPMorgan Chase  February 2009 - October 2011
Merrill Lynch  September 2006 - February 2009
Summit Financial Resources, Inc.   2004 - 2006
Sony  2000 - 2004

Education
Fordham University   1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting

Alan Zheng Alan Zheng San Francisco Bay Area Details
Alan Zheng's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  July 2014 - Present
Imperial Capital, LLC  June 2013 - August 2013
Headwaters MB  September 2012 - May 2013
Viant Group, LLC  June 2012 - August 2012
Ameriprise Financial Services, Inc.   August 2011 - December 2011
Acellent Technologies, Inc.   May 2011 - August 2011

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2014
Bachelor of Science (BS), Business Administration

Fudan University   2014 — 2014
UC Education Abroad Program

Castro Valley High School   2006 — 2010

Nicholas Vizzi CRPC® Nicholas Vizzi CRPC® Tampa/St. Petersburg, Florida Area Details
Nicholas Vizzi CRPC®'s Ameriprise Financial Services, Inc. Experience August 2013 - May 2015
Job Financial Advisor at Ameriprise Financial Services, Inc An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Advisors  December 2005 - Present
Ameriprise Financial Services, Inc.   August 2013 - May 2015
Ameriprise Financial Services, Inc.   October 2012 - August 2013
Ameriprise Financial Advisors  September 2009 - October 2012
Ameriprise Financial Advisors  September 2007 - September 2009

Education
Florida State University - College of Business   2000 — 2004
BA, Finance

Janet Tang Janet Tang Orange County, California Area Details
Janet Tang's Ameriprise Financial Services, Inc. Experience June 2009 - August 2009
Job Global Mobility Specialist at Edwards Lifesciences
Industry Human Resources
Experience
Edwards Lifesciences  January 2015 - Present
Edwards Lifesciences  February 2014 - December 2014
Edwards Lifesciences  January 2012 - January 2014
Equity Residential  May 2010 - October 2011
Ameriprise Financial Services, Inc.   June 2009 - August 2009
UC Irvine  April 2008 - June 2009

Skills
Corporate Relocation, Global Mobility, Onboarding, New Hire Processes, I-9 Compliance, Taleo, PeopleSoft, Employee Benefits, Customer Service, Employee Stock Options, Data Analysis, Microsoft Office, Deferred Compensation, PowerPoint, SharePoint

Education
UC Irvine   2006 — 2010
B.A., Economics

Fudan University   2009 — 2009
UC EAP Certificate, International Studies

Providence High School   2002 — 2006
High School Diploma

Patrick Reagan Patrick Reagan Houston, Texas Area Details
Patrick Reagan's Ameriprise Financial Services, Inc. Experience January 2003 - July 2009
Job Investment Manager at Greenbriar Financial Services, Inc.
Industry Financial Services
Experience
Greenbriar Financial Services, Inc.   Financial AdvisorMerrill LynchMarch 2012 - May 2013
Morgan Stanley  July 2009 - March 2012
Ameriprise Financial Services, Inc.   January 2003 - July 2009

Skills
Portfolio Management, Investment Strategies, Strategic Financial..., Insurance, Stocks, Financial Services

Education
George Mason University
Economics

Steven Segura Steven Segura Denver, Colorado Details
Steven Segura's Ameriprise Financial Services, Inc. Experience September 2014 - January 2015
Job Inbound Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2015 - Present
Ameriprise Financial Services, Inc.   September 2014 - January 2015
ZICO Beverages, LLC  March 2014 - July 2014
FSU Assessment and Testing   July 2013 - December 2013
WVFS Tallahassee - 89.7FM  August 2009 - December 2013
WVFS Tallahassee - 89.7FM  August 2009 - December 2013
Strozier Library  June 2011 - June 2013

Skills
Broadcast, Research, Music, Radio, Social Networking, Editing, Press Releases, Journalism, Final Cut Pro, Facebook, Copywriting, Leadership, Radio Broadcasting, Video Editing, Entertainment

Education
Florida State University - College of Business   2009 — 2012
Bachelor of Science (B.S.), Marketing

Florida State University - College of Business   2009 — 2012
B.S. Marketing, Marketing

Heidi Siller Heidi Siller San Antonio, Texas Details
Heidi Siller's Ameriprise Financial Services, Inc. Experience July 2013 - December 2014
Job Financial Advisor
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2015 - August 2015
Ameriprise Financial Services, Inc.   July 2013 - December 2014
US Army  May 2007 - April 2013
United States Army Reserve  2004 - 2007
Allyn International  2001 - 2004
United States Army Reserve  1995 - 2004

Education
Florida State University   1998 — 2000
Bachelors Degree, Multinational Business Operations w/ minor in Spanish

Jacqueline Mero Jacqueline Mero Miami/Fort Lauderdale Area Details
Jacqueline Mero's Ameriprise Financial Services, Inc. Experience March 2011 - April 2012
Job Trading Assistant
Industry Financial Services
Experience
Franklin Templeton Investments  April 2012 - Present
Ameriprise Financial Services, Inc.   March 2011 - April 2012
Bennardo & Bennardo Attorney's at Law and Columbia Title Services   March 2009 - March 2011
Neiman Marcus  November 2007 - March 2009

Skills
Financial Advisory, Mutual Funds, Asset Allocation, Investments, Wealth Management, Retirement Planning, Equities, Securities, Financial Services

Education
Florida State University   2002 — 2007
Bachelor of Arts, Art History

Beth Lappin Beth Lappin Greater Detroit Area Details
Beth Lappin's Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Financial Advisor at Insight Wealth Management A private wealth advisory pracice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1997 - Present

Education
Florida State University   1994 — 1996
International Affairs

Rhonda Deeney Rhonda Deeney Chesterfield, Missouri Details
Rhonda Deeney's Ameriprise Financial Services, Inc. Experience February 2015 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
PNC  2014 - Present
Scottrade  December 2008 - June 2013
Merrill Lynch  January 1980 - October 2008

Skills
Series 7, Banking, Mutual Funds, Financial Services, Series 63, Investments, Securities, Equities, Wealth Management, Portfolio Management, Financial Analysis, Retirement Planning, Retirement, Strategic Financial..., Bloomberg

Education
Lindenwood University   2009 — 2013
Bachelor of Science, Business Administration and Management, General, Magna cum Laude

Fontbonne University   2005 — 2008
Bachelor of Science (BS), Business/Corporate Communications, 4.0

Clinton Carroll Clinton Carroll Glenwood Springs, Colorado Details
Clinton Carroll's Ameriprise Financial Services, Inc. Experience September 2003 - March 2006
Job Commercial Banker at Vectra
Industry Banking
Experience
Vectra  November 2012 - Present
Wells Fargo  April 2006 - October 2012
Ameriprise Financial Services, Inc.   September 2003 - March 2006

Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Portfolio Management, Loan Origination, Underwriting, Financial Analysis, Retail Banking, Treasury Management, Consumer Lending, Mortgage Banking, Investments, Lines Of Credit, Finance, Risk Management

Education
Fort Lewis College   1998 — 2003
Bachelor of Fine Arts (BFA), Business Administration, Finance

Peter Knezevich II, CFP®, CRPC® Peter Knezevich II, CFP®, CRPC® Tampa/St. Petersburg, Florida Area Details
Peter Knezevich II, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2007 - October 2008
Job Compliance Specialist – Capital Markets at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc.   May 2014 - Present
Raymond James Financial Services, Inc.   April 2012 - May 2014
USAA  September 2010 - March 2012
Waddell & Reed  January 2009 - June 2010
Ameriprise Financial Services, Inc.   August 2007 - October 2008

Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds

Education
Florida State University   2003 — 2007
Bachelor of Science (BS), Finance, General

Philip Staff Philip Staff North Palm Beach, Florida Details
Philip Staff's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Wells Fargo Advisors, LLC  January 2013 - September 2014

Education
Florida State University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Kristen Seidel Kristen Seidel Fort Collins, Colorado Area Details
Kristen Seidel's Ameriprise Financial Services, Inc. Experience March 2002 - December 2008
Job Vice President of Operations
Industry Human Resources
Experience
UNC Foundation  October 2009 - Present
Ameriprise Financial Services, Inc.   March 2002 - December 2008
American Express Business Travel  1994 - 2002

Skills
Leadership Development, Public Speaking, Human Resources, Non-profits, Leadership, Employee Relations, Strategic Planning, Organizational..., Coaching, Staff Development, Team Building, Customer Service, Change Management, Management, Interviews, Recruiting, Budgets, Nonprofits

Education
North Park University   2012 — 2017
Master of Business Administration (MBA)

North Park University   2012 — 2014
Graduate Certificate, Nonprofit Management

Franklin University   2007 — 2009
Bachelor of Applied Mangement, Project Management, 4.0

University of Cincinnati   2001 — 2004
Associate's degree in Applied Business, Computer Science

Kristen Hernandez, CFP® Kristen Hernandez, CFP® Miami/Fort Lauderdale Area Details
Kristen Hernandez, CFP®'s Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present

Skills
Business Planning, Client Relationships, Ability to Listen, Ethical Character, Strategic Planning, Risk Management, Decision-making, Employee Benefits, Innovation, Small Business Planning, Insurance broker/agent

Education
Florida State University   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Florida State University - College of Business   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Chris Unfug, CFP Chris Unfug, CFP Grand Junction, Colorado Area Details
Chris Unfug, CFP's Ameriprise Financial Services, Inc. Experience June 1988 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1988 - Present

Education
Fort Lewis College   1975 — 1977
Music

George Washington HS

Stuart Tracy Winfree Stuart Tracy Winfree Jacksonville, Florida Details
Stuart Tracy Winfree's Ameriprise Financial Services, Inc. Experience August 1987 - January 2009
Job Certified Financial Planner
Industry Financial Services
Experience
RFW Wealth Advisors   January 2009 - Present
Ameriprise Financial Services, Inc.   August 1987 - January 2009

Skills
Strategic Financial..., Wealth Management, High Net Worth..., Risk Management

Education
Florida State University - College of Business   1976 — 1981
Bachelor of Science (BS), Business Administration and Management, General

Fletcher High School   1974 — 1975

John Zimnik, CFP®, ChFC®, CLU® John Zimnik, CFP®, ChFC®, CLU® Tampa/St. Petersburg, Florida Area Details
John Zimnik, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience November 2007 - March 2009
Job Vice PresidentFinancial Consultant at Charles Schwab & Company
Industry Investment Management
Experience
TD Ameritrade  July 2013 - March 2015
Zimnik Planning Services   July 2012 - June 2013
Hope Medical Clinic, LLC   April 2009 - June 2012
Ameriprise Financial Services, Inc.   November 2007 - March 2009
American Express  March 2002 - October 2007
American Express  January 2001 - February 2002
American Express  January 2000 - January 2001
American Express  September 1997 - December 1999
David Lerner Associates, Inc.   January 1996 - July 1997

Education
Florida State University   1975 — 1981
BS, Government, Finance

Richard Osman CFP®,CLU®, ChFC®,CASL® Richard Osman CFP®,CLU®, ChFC®,CASL® Severna Park, Maryland Details
Richard Osman CFP®,CLU®, ChFC®,CASL®'s Ameriprise Financial Services, Inc. Experience December 1993 - June 2009
Job I help individuals/small business owners by providing unique solutions to help build, preserve and protect your wealth.
Industry Financial Services
Experience
Lincoln Financial Advisors  2009 - Present
Ameriprise Financial Services, Inc.   December 1993 - June 2009

Skills
Retirement, Investments, Finance, Small Business, Wealth, Financial Services, Tax, Wealth Management, Series 7, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Planning, Income Protection, Education Funding, Charitable Gift Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Business Owner Planning, Group Benefit Plans, 401k

Education
Florida State University
Engineering

University of Maryland College Park
Business, Finance

Roger A. Place Roger A. Place Camp Hill, Pennsylvania Details
Roger A. Place's Ameriprise Financial Services, Inc. Experience August 1995 - Present
Job KEYSTONE CAPITAL GROUP A Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1995 - Present

Education
Franklin & Marshall College   1992 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance

Lancaster McCaskey High School   1987 — 1989

Elson (Chip) Christian Elson (Chip) Christian Saint Petersburg, Florida Details
Elson (Chip) Christian's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Branch Manager, Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Merrill Lynch  March 2006 - January 2014
Morgan Stanley  March 2004 - March 2006

Education
Fordham University   1990 — 1994
Bachelor of Arts (BA), Economics

Jeffrey Avallone Jeffrey Avallone Providence, Rhode Island Area Details
Jeffrey Avallone's Ameriprise Financial Services, Inc. Experience 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - Present
HFP Capital Markets LLC  May 2012 - July 2012
Mad Ernie's Comfort Food   May 2010 - December 2011
Blackstone Valley Tennis Association   September 2008 - April 2009

Education
Florida State University   2009 — 2013
BS, Finance, Economics

L. Brian Housel L. Brian Housel Tampa/St. Petersburg, Florida Area Details
L. Brian Housel's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
Ameriprise Financial Services, Inc.   February 2013 - Present
Morgan Keegan  October 2008 - February 2013

Education
Florida State University   1996 — 1998
BS, Economics

Jesuit High School

Dave Strand, AAMS Dave Strand, AAMS Boulder, Colorado Details
Dave Strand, AAMS's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present
Edward Jones  2003 - 2006
Flatirons Community Church  2002 - 2003
First Presbyterian Church of Boulder  1993 - 2001

Education
Fuller Theological Seminary
Master of Divinity (MDiv)

University of Washington
Bachelor of Business Administration (B.B.A.), Finance, General

Michael Bruno, CRPC® Michael Bruno, CRPC® New Castle, Pennsylvania Details
Michael Bruno, CRPC®'s Ameriprise Financial Services, Inc. Experience November 2007 - Present
Job Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2007 - Present

Skills
Retirement Planning, Estate Planning, FINRA, Strategic Financial...

Education
Geneva College   2003 — 2007
Finance/Economics

Kaplan University Online
Bachelors of Science, Accounting

Kevin Goble Kevin Goble Columbus, Ohio Area Details
Kevin Goble's Ameriprise Financial Services, Inc. Experience March 2008 - October 2009
Job Efficiency Expert in Sales and Operations Processes at Executive for Hire
Industry Transportation/Trucking/Railroad
Experience
Executive for Hire   September 2012 - Present
RAB Communications  June 2012 - September 2012
AbitibiBowater, Inc.   July 2011 - February 2012
Ameriprise Financial Services, Inc.   March 2008 - October 2009
The Schwan Food Company  July 2005 - March 2008
Time Warner Cable  2005 - 2005
Petsmart Distribution   August 2003 - December 2004
Goble Consulting Group   January 2001 - June 2003
DHL  August 1996 - December 2000
Fed Ex Ground  1989 - 1996

Skills
P&L, Negotiation, Change Management, Coaching, Profit, New Business Development, Sales Management, Sales Process, Employee Development, Project Management, Training & Development, Automation, Professional Networking, Fleet Management, Team Leadership, Employee Training, Income Statement, Start-ups, Operations Management, Leadership

Education
Franklin University   1982 — 1985
B.S, Management

University of Tennessee-Knoxville   1980 — 1982
Transportation/Logistics, Business Administration

West Jefferson High School   1978 — 1980

Mark A. Palazzolo, CLTC Mark A. Palazzolo, CLTC Rochester, New York Area Details
Mark A. Palazzolo, CLTC's Ameriprise Financial Services, Inc. Experience 1987 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1987 - Present

Education
Florida State University   1983 — 1986
Bachelor of Arts, Economics

Jonathan Peyton, CPM, CPMM, MBA, CFP® Jonathan Peyton, CPM, CPMM, MBA, CFP® Mclean, Virginia Details
Jonathan Peyton, CPM, CPMM, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience December 2004 - October 2006
Job Consultant at USAA
Industry Financial Services
Experience
USAA  December 2012 - Present
Capital Fiduciary Advisors   January 2012 - December 2012
Fidelity Investments  October 2006 - January 2012
Ameriprise Financial Services, Inc.   December 2004 - October 2006

Education
George Mason University   2013 — 2014
Executive MBA

Georgetown University   2010 — 2010
Executive Certificate in Financial Planning, Financial Planning

George Mason University   2000 — 2004
Bachelors, Economics

Matthew Borasch Matthew Borasch Tampa, Florida Details
Matthew Borasch's Ameriprise Financial Services, Inc. Experience October 2006 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2006 - Present

Education
Florida State University

Nicholas Camel, CRPC Nicholas Camel, CRPC Vero Beach, Florida Details
Nicholas Camel, CRPC's Ameriprise Financial Services, Inc. Experience September 2005 - November 2008
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2015 - Present
NYLIFE Securities LLC  February 2015 - August 2015
New York Life Insurance Company  November 2014 - August 2015
BB&T  September 2013 - November 2014
BB&T  July 2012 - September 2013
Lme Incorporated   January 2011 - July 2012
Massachusetts Mutual Life Insurance Company  November 2008 - September 2009
Ameriprise Financial Services, Inc.   September 2005 - November 2008

Skills
401(k) Rollovers, IRA Rollovers, Protection..., Estate Planning, Retirement Planning, Wealth Preservation..., Education Funding..., Annuity Sales, Lifetime Income..., Asset Protection, Permanent Life Insurance, Whole Life Insurance, Insurance, Term Life Insurance, Personal Finance, Wealth Transfer..., Licensed in Long-Term..., Buy-sell Agreements, Small Business, Leadership, IRAs, Financial Analysis

Education
George Mason University   2001 — 2005
Psychology

Alexander Sonson Alexander Sonson Greater New York City Area Details
Alexander Sonson's Ameriprise Financial Services, Inc. Experience January 2015 - June 2015
Job Research Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - June 2015
Ameriprise Financial Services, Inc.   June 2014 - December 2014
CPEX Real Estate  January 2014 - March 2014
Atlantic Records  September 2013 - January 2014
Marketfish, Inc  September 2012 - January 2013
Manhattan Institute for Policy Research  January 2011 - May 2011

Skills
Economics, Film Production, Short Films, Film Editing, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Salesforce.com, Public Speaking, Research

Education
Fordham University   2014 — 2015
Master of Arts (M.A.), Economics

Fordham University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Seneca Valley High School   2006 — 2010

Jason Oestreicher Jason Oestreicher Miami/Fort Lauderdale Area Details
Jason Oestreicher's Ameriprise Financial Services, Inc. Experience August 2006 - May 2007
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  September 2009 - Present
Merrill Lynch  May 2007 - April 2009
Ameriprise Financial Services, Inc.   August 2006 - May 2007
American Express  April 2004 - August 2004

Skills
Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Variable Annuities, Fixed Annuities, Series 7, Series 63, Series 65, Portfolio Management, Financial Services, Financial Analysis, Financial Planning

Education
Florida State University   2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

Florida State University   2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General

Chaminade Madonna College Preparatory   2000 — 2002

St. Thomas Aquinas   1998 — 2000

Kenneth Brazle Kenneth Brazle Tampa/St. Petersburg, Florida Area Details
Kenneth Brazle's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
RBC Wealth Management  June 1987 - November 2010

Education
Florida State University - College of Business   1984 — 1987
Economics, Finance and Economics

Duncan Porter, MBA Duncan Porter, MBA Portland, Oregon Area Details
Duncan Porter, MBA's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Market Sales Manager at Bank of America
Industry Banking
Experience
Bank of America  April 2014 - Present
Bank of America  August 2012 - April 2014
Ameriprise Financial Services, Inc.   2011 - 2012
Columbia State Bank  2010 - 2010
Northwest Bank  2006 - 2010
The Bank of Oswego  2004 - 2006
KeyBank  1991 - 2004

Skills
Financial Analysis, Estate Planning, Banking, Finance, Investments, Portfolio Management, Sales, Business Development, Retirement Planning, Financial Services, Marketing Strategy, Commercial Banking, CRM, Loans, Strategic Planning, Management

Education
George Fox University   1995 — 1997
MBA, Business Administration

Portland State University   1983 — 1989
Bachelor's degree, Marketing

Craig Johnson, CFP® Craig Johnson, CFP® Bedford, New Hampshire Details
Craig Johnson, CFP®'s Ameriprise Financial Services, Inc. Experience December 2010 - November 2011
Job Regional Vice President
Industry Financial Services
Experience
Genworth Financial  March 2014 - Present
MassMutual Financial Group  December 2011 - June 2013
Ameriprise Financial Services, Inc.   December 2010 - November 2011
Fidelity Investments  August 2000 - February 2010
Sovereign Bank / LPL   2010 - 2010
Wells Fargo Financial  1998 - 2000

Skills
Financial Services, Banking, Securities, Retirement, Fixed Annuities, Finance, Mutual Funds, Series 7, Investment Advisory, Loans, Retirement Planning, Wealth Management, Series 63, Insurance, Credit, Employee Benefits, Recruiting, Investments, Sales

Education
Merrimack College   2001 — 2003
CFP, Financial Planning

Florida State University

University of New Hampshire

West High School

James Henry, CFP®, CRPC® James Henry, CFP®, CRPC® Clearwater, Florida Details
James Henry, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
Oppenheimer & Co. Inc.   July 2014 - September 2014
Edward Jones  June 2014 - July 2014
Ameriprise Financial Services, Inc.   May 2009 - June 2014
Ameriprise Financial Services, Inc.   July 2007 - May 2009
Franklin Templeton Investments  October 2002 - July 2007

Education
Florida State University   1998 — 1999
Bachelor of Science, Finance

Florida State University - College of Business   1998 — 1999
BS, Finance

Bob Kroha Bob Kroha Greater Boston Area Details
Bob Kroha's Ameriprise Financial Services, Inc. Experience April 2007 - May 2010
Job Vice President Citizens Securities Managed Account Solutions at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  July 2012 - Present
Avatar Associates  October 2011 - June 2012
Ameriprise Financial Services, Inc.   April 2007 - May 2010
Dreyfus  September 2006 - April 2007
Evergreen Investments  January 2001 - April 2005
Fidelity Investments  1994 - 2001
Putnam Investments  November 1991 - November 1994

Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management

Education
Framingham State University   1986 — 1991
BA, Sociology

Archbishop Williams High School   1982 — 1986

J Brian Wade J Brian Wade Tampa/St. Petersburg, Florida Area Details
J Brian Wade's Ameriprise Financial Services, Inc. Experience May 2008 - August 2008
Job Community Association Manager at FirstService Residential
Industry Real Estate
Experience
FirstService Residential  April 2014 - Present
Wadeco Group LLC   September 2013 - Present
Bri-Leigh & L.A. Financial Co   January 2002 - Present
Leland Management, Inc.   June 2010 - November 2013
Ameriprise Financial Services, Inc.   May 2008 - August 2008
Alliance Property Management & Realty, Inc.   July 2006 - November 2007

Skills
Condos, Property Management, Investments, Real Estate, Leases, Portfolio Management, Apartments, Finance, Tenant, Investors, Management, Real Estate Development, Property, Insurance, Residential Homes, Selling, Investment Properties, Mortgage Lending, Rentals

Education
Real Estate   2006 — 2006
Community Association Manager

Florida Metropolitan University   1996 — 2000
Bachelor, Management & Marketing

John Tampellini John Tampellini Greater New York City Area Details
John Tampellini's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Strategic Sourcing Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Powerlinx, Inc.   June 2014 - August 2014
RBC Capital Markets  June 2013 - September 2013
Merrill Lynch  February 2013 - 2013
IEW Construction Group   May 2012 - August 2012
Bloomberg LP  May 2011 - August 2011

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Publisher, Accounting, Investments, Portfolio Management, Trading, PowerPoint, Social Media, Bloomberg, Equities, Analysis, Public Speaking, Social Networking, Bonds, Securities

Education
Fordham University   2010 — 2014
Bachelor of Science (BS), Business Administration - Finance Concentration

Barry Brosius Barry Brosius Miami, Florida Details
Barry Brosius's Ameriprise Financial Services, Inc. Experience July 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1997 - Present

Education
Florida State University   1987 — 1991
Bachelor of Science (B.S.)

Zachary Bollinger, CFP® Zachary Bollinger, CFP® Orlando, Florida Area Details
Zachary Bollinger, CFP®'s Ameriprise Financial Services, Inc. Experience December 2006 - November 2009
Job Regional Planning Consultant
Industry Financial Services
Experience
Fidelity Investments  March 2014 - Present
Fidelity Investments  November 2009 - March 2014
Ameriprise Financial Services, Inc.   December 2006 - November 2009

Education
Florida State University   2003 — 2005
BA, Economics

Lake Mary High School   1996 — 2000

Michael T Erman, CFA Michael T Erman, CFA Tampa, Florida Details
Michael T Erman, CFA's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Financial Analyst at Harwood Financial Group
Industry Financial Services
Experience
Harwood Financial Group  June 2014 - Present
TD Ameritrade  January 2010 - June 2014
Ameriprise Financial Services, Inc.   2007 - 2009

Skills
Asset Allocation, Wealth Management, Investment Advisory, Securities, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Pivot Tables, Business Analytics, Financial Planning, Asset Management

Education
Florida State University   2003 — 2007
Finance

Dr. Ram P. Ramcharran Dr. Ram P. Ramcharran Tampa/St. Petersburg, Florida Area Details
Dr. Ram P. Ramcharran's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Consultant ,Entrepreneur, Business Psychologist, Author
Industry Capital Markets
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Center for Individual Excellence (CIE)   June 2011 - Present
Georgetown Wesleyan University, USA (GWUA)   January 2005 - Present
Merrill Lynch  November 1999 - January 2014
US Army  May 1991 - October 1994

Skills
Business Analysis, Strategic Planning, New Business Development, Team Building, Business Planning, Problem Solving, Project Management, Business Strategy, Team Leadership, Budgets, Business Development, Coaching, Entrepreneurship, Leadership, Management, Management Consulting, Marketing Strategy, Risk Management, Process Improvement, Start-ups, Time Management, Training, Analysis, Healthcare, Leadership Development, Marketing, Negotiation, Program Management, Strategy, Contract Negotiation, Public Speaking, Sales

Education
Florida State University   1989 — 1991
BS, MBA, PhD, Ed.D, Political Science, Finance, Psychology, Education

Matthew Goldstein Matthew Goldstein Greater Denver Area Details
Matthew Goldstein's Ameriprise Financial Services, Inc. Experience February 2011 - April 2012
Job Vice President Private Client Group
Industry Financial Services
Experience
US Bancorp  April 2012 - Present
Ameriprise Financial Services, Inc.   February 2011 - April 2012
Ameriprise Financial  August 2008 - March 2009
H&R Block Financial Advisors  June 1995 - October 2008

Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities, Financial Advisory, Asset Managment, Wealth Management, Alternative Investments

Education
Florida State University   1991 — 1995
Bachelor of Science, Finance/ Multinational Business

Florida State University - College of Business   1991 — 1995
BS, Finance

Alli Mulder Alli Mulder Greater Chicago Area Details
Alli Mulder's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Indiana Wesleyan University  September 2010 - November 2012
Hyatt Hotels  May 2008 - November 2010
Hyatt Hotels  July 2007 - May 2008
McConn Coffee Company  2006 - 2007

Skills
Event Planning, Public Speaking, Event Management, Hospitality, Customer Service, Hotels

Education
Florida State University   2011 — 2012
Certificate, Financial Planning

Indiana Wesleyan University   2004 — 2007
BS, Management and Economics

Rhoda Christmas, CLTC Rhoda Christmas, CLTC Greater Boston Area Details
Rhoda Christmas, CLTC's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
American Express  1999 - 2005
Gap Inc.  1989 - 1994

Education
College For Financial Planning

Framingham State University

David Tofel, CFP, CRPC David Tofel, CFP, CRPC Erie, Pennsylvania Area Details
David Tofel, CFP, CRPC's Ameriprise Financial Services, Inc. Experience May 1995 - Present
Job Financial Advisor with Voussoir Financial Partners, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1995 - Present

Education
Gannon University   1991 — 1995

Michael J. Phillips ChFC,CLU,CASL Michael J. Phillips ChFC,CLU,CASL Grove City, Ohio Details
Michael J. Phillips ChFC,CLU,CASL's Ameriprise Financial Services, Inc. Experience February 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 1997 - Present
Ameriprise Financial Services,Inc.   February 1997 - Present

Education
Franklin University   1970 — 1972
Associates Degree, Business Admin

David Lasco David Lasco Greater New York City Area Details
David Lasco's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Beta Alpha Psi, Fordham University   March 2014 - Present
Fordham University  August 2013 - Present
Fordham University  September 2014 - December 2014
Richter Park Golf Course  August 2008 - August 2014
Gabelli School of Business “Consulting Cup”   August 2013 - March 2014
Fordham University ROTC   September 2012 - May 2013

Skills
Computer Proficiency, Technical Support, Information Technology, Creative Problem Solving, Microsoft Excel, Team Leadership, Teamwork, People Skills, Microsoft Word, PowerPoint, Customer Service, Leadership, Public Speaking, Microsoft Office, Facebook, Social Media, Event Planning, Research, Time Management, Social Networking

Education
Fordham University   2012 — 2016
Bachelor of Science (BS), Finance

Immaculate High School   2008 — 2012
High School

Brandon Melendez, MA Brandon Melendez, MA Central Islip, New York Details
Brandon Melendez, MA's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Practice Manager at Ameriprise Financial
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Target  November 2008 - May 2014
Animal Fair Media  May 2013 - September 2013
Lynn University  August 2011 - April 2013
Magilla Entertainment  May 2012 - March 2013
Complex Media  May 2012 - August 2012

Skills
Facebook, Social Media, Social Networking, Blogging, Microsoft Office, Copy Editing, PowerPoint, Microsoft Excel, Microsoft Word, InDesign, Customer Service, Event Planning, Leadership, Photoshop, Digital Photography, Time Management, Social Media Marketing, Teamwork, Team Leadership, Outlook, Multimedia, Video Editing, WordPress, Retail, Mac, Public Speaking, Research, Broadcast Journalism, Journalism, AP Style, News Writing, Web Design, Storytelling, Digital Media, Graphic Design, Adobe Creative Suite, Online Journalism, Entertainment, Copywriting, Google Analytics, Press Releases, Public Relations, Editing

Education
Full Sail University   2013 — 2014
Master of Arts (MA), Public Relations, Advertising, and Applied Communication, 4.0

Lynn University   2010 — 2013
Bachelor of Arts (B.A.), Multimedia Journalism, 3.83

Twinkle Maan Twinkle Maan Washington D.C. Metro Area Details
Twinkle Maan's Ameriprise Financial Services, Inc. Experience December 2011 - May 2013
Job Federal Human Capital Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2014 - Present
Deloitte  June 2013 - July 2014
Ameriprise Financial Services, Inc.   December 2011 - May 2013
Ameriprise Financial Services, Inc.   April 2010 - December 2011
American Family Life Assurance Company  February 2010 - April 2010
Foundation for Applied Technical Education   August 2009 - April 2010
American Society for Radiology and Oncology   September 2008 - July 2009
Apple Federal Credit Union  September 2008 - July 2009

Education
George Mason University   2009 — 2013
Bachelors of Science, Information Systems and Operations Management, GPA – 3.64 (Cum Laude)

Annandale High School   2005 — 2009
Advanced Diploma

Robert C. Hill, Jr. Robert C. Hill, Jr. Greater New York City Area Details
Robert C. Hill, Jr.'s Ameriprise Financial Services, Inc. Experience August 2001 - June 2008
Job Financial Planning Specialist, Cornerstone Wealth Management A Private Wealth Advisory Practice of Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial  September 2000 - Present
Ameriprise Financial Services, Inc.   August 2001 - June 2008

Education
Fordham University   1974 — 1979
BS, Finance, Management, Marketing

St Joseph's (Metuchen)   1972 — 1974

St Benedict's Prep   1970 — 1972

Derick Schirm Derick Schirm Greater New York City Area Details
Derick Schirm's Ameriprise Financial Services, Inc. Experience September 2007 - February 2008
Job Regional Supervision Manager at AIG Advisor Group
Industry Financial Services
Experience
Royal Alliance Associates INC  January 2015 - Present
WhoTrades   March 2014 - January 2015
KCG Holdings, Inc.   September 2012 - November 2013
TradeKing  January 2011 - August 2012
TradeKing  June 2010 - January 2011
Morgan Stanley Smith Barney  April 2008 - May 2010
Ameriprise Financial Services, Inc.   September 2007 - February 2008

Skills
Equities, Options, Fixed Income, Electronic Trading, Mutual Funds, Risk Management, Bloomberg Terminal, Series 24, Series 7, Trading Operations, Order Management, Trading, Financial Risk, Program Trading, Trading Systems, High Frequency Trading, Corporate Actions, Options Strategies, Direct Market Access, TRACE, MSRB RTRS, MSRB EMMA, Compliance, Financial Operations, BPS Back Office System, Microsoft Excel, Microeconomics, Equity Trading, Finance, Uniform Combined State...

Education
Florida State University   2003 — 2007
Bachelor of Science, Economics with minor in Business and Psychology

Joseph Romanoski Joseph Romanoski Trenton, New Jersey Details
Joseph Romanoski's Ameriprise Financial Services, Inc. Experience January 2009 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
H&R Block Financial Advisors  January 2000 - December 2008
Olde Discount Stockbrokers  November 1994 - December 1999

Education
Florida State University - College of Business   1986 — 1990
BS, Management

Hamilton High West, Trenton, NJ   1982 — 1986

Darren Pracht Darren Pracht Wichita, Kansas Area Details
Darren Pracht's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Banc of America  June 1996 - October 2011

Education
Friends University   1991 — 1993
Human Resources Management, Finance

Joseph Mocniak Jr., CFP®, MBA Joseph Mocniak Jr., CFP®, MBA Greater New York City Area Details
Joseph Mocniak Jr., CFP®, MBA's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1999 - Present
Salomon Smith Barney  1992 - 1999

Education
Fordham University   1996 — 2000
Master of Business Administration (MBA), Finance

Villanova University   1986 — 1990
Bachelor of Arts (BA), Economics

David Zaccagnino David Zaccagnino Sarasota, Florida Details
David Zaccagnino's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2011 - Present
Morgan Stanley  January 2000 - February 2011

Education
Florida State University   1991 — 2000
Master's Degree in Business and Bachelor's Degree in Chemistry

David B. Loder, CFP® David B. Loder, CFP® West Palm Beach, Florida Area Details
David B. Loder, CFP®'s Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Financial Advisor | Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2002 - Present
UBS Wealth Management  November 1996 - July 2002
PaineWebber  1996 - 2002
Olde Private Brokerage   March 1994 - December 1996

Education
Florida State University   1990 — 1993
Bachelor's Degree, Finance

Adam-Ross Branch Adam-Ross Branch Portland, Oregon Details
Adam-Ross Branch's Ameriprise Financial Services, Inc. Experience August 2005 - April 2011
Job Commercial Insurance Agent | Business Insurance Advisor | Risk Management Consultant
Industry Insurance
Experience
KPD Insurance  October 2011 - Present
OnPoint Community Credit Union  April 2011 - October 2011
Ameriprise Financial Services, Inc.   August 2005 - April 2011

Skills
Insurance, Strategic Planning, Life Insurance, Risk Management, Financial Analysis, Liability, Property & Casualty..., Commercial Insurance

Education
George Fox University   2002 — 2005
BA Business Administration, Finance and Economics

Cynthia Grauer Cynthia Grauer Greater New York City Area Details
Cynthia Grauer's Ameriprise Financial Services, Inc. Experience September 2008 - September 2012
Job Financial Advisor and Managing Partner of Coastline Wealth Management
Industry Financial Services
Experience
Coastline Wealth Management   September 2012 - Present
Ameriprise Financial Services, Inc.   September 2008 - September 2012

Skills
Strategic Financial..., Retirement, Mutual Funds, Investment Strategies, Fundraising, Finance, Real Estate, Financial Services, Retirement Planning, Series 7, Wealth Management, Series 63, Investments, Insurance, Equities

Education
Franklin Pierce College   1970 — 1974
BA, Psychology

Jenette Marsano Jenette Marsano Washington D.C. Metro Area Details
Jenette Marsano's Ameriprise Financial Services, Inc. Experience membership committeeBNI2009 - 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   membership committeeBNI2009 - 2010
Wachovia, A Wells Fargo Company  December 2003 - April 2009
Integram  2008 - 2009

Education
Fordham University   1998 — 2002
BA, Economics

Deanna Yates, CFP, CPA Deanna Yates, CFP, CPA Wichita, Kansas Area Details
Deanna Yates, CFP, CPA's Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present
Allen, Gibbs & Houlik, L.C.   November 1987 - May 2001

Education
Fort Hays State University   1979 — 1981
B.S., Accounting

Toni Cunningham Toni Cunningham Greater Denver Area Details
Toni Cunningham's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Marketing Manager at Credit Union of the Rockies
Industry Banking
Experience
Credit Union of the Rockies  September 2013 - Present
Credit Union of the Rockies  July 2012 - September 2013
Kaw Valley State Bank   August 2010 - July 2012
Roxbury Bank   July 2009 - August 2010
Ameriprise Financial Services, Inc.   2006 - 2008

Skills
Loans, Microsoft Excel, Marketing Communications, Microsoft Office, Customer Service, Strategic Planning, Marketing, Sales, Banking, Credit

Education
Fort Hays State University   2005 — 2008
Bachelor’s Degree, Comunications: Public Relations & Advertising

Ari Tokar Ari Tokar West Palm Beach, Florida Area Details
Ari Tokar's Ameriprise Financial Services, Inc. Experience December 2014 - Present
Job Financial Advisor, Cornall, Ewing, Bellino & Assc., a Financial Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2014 - Present
Levy Restaurants  January 2014 - November 2014
Levy Restaurants  September 2012 - December 2013
Levy Restaurants  January 2012 - October 2012
Giant Eagle  April 2010 - December 2011
Levy Restaurants  July 2007 - April 2010

Education
Florida State University   1997 — 2003
BS, Finance & Hospitality Administration

Dominique Hebert, CFP® Dominique Hebert, CFP® Miami/Fort Lauderdale Area Details
Dominique Hebert, CFP®'s Ameriprise Financial Services, Inc. Experience May 2012 - November 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2014 - Present
Edelman Financial Services  November 2012 - May 2014
Ameriprise Financial Services, Inc.   May 2012 - November 2012
Merrill Lynch  June 2011 - April 2012
BlackRock  June 2010 - March 2011
Merrill Lynch  September 2007 - June 2010

Skills
Series 7, Series 66, Life, Health & Variable..., Investments, Financial Services, Financial Advisory, Finance, Mutual Funds, Asset Allocation, Securities, Wealth Management, Retirement Planning, Alternative Investments, Retirement, Investment Advisory, 401k, Investment Strategies, Equities, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Fixed Annuities, Investment Management, Life Insurance, Pensions, Options, Insurance, Financial Markets, Separately Managed...

Education
Florida State University   2003 — 2007
BS, Finance

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™

Devan Vandergrift Devan Vandergrift Orlando, Florida Details
Devan Vandergrift's Ameriprise Financial Services, Inc. Experience May 2012 - July 2012
Job Account Coordinator at Evolve Design Group
Industry Marketing and Advertising
Experience
Evolve Design Group  August 2014 - Present
IZEA  June 2014 - July 2014
Capital Regional Medical Center  January 2014 - April 2014
Ameriprise Financial Services, Inc.   May 2012 - July 2012

Skills
Creative Strategy, Interpersonal..., Academic Achievement, Marketing Strategy, Marketing Communications, Social Media Marketing, Event Planning, Social Media, Facebook, WordPress, Web Content, Newsletters, Fundraising, Marketing Research, Brand Management, Marketing, Social Networking, Customer Service, Time Management, PowerPoint, Microsoft Excel

Education
Florida State University   2010 — 2014
Bachelor's Degree, Marketing

Katarina Stein Katarina Stein Annapolis, Maryland Details
Katarina Stein's Ameriprise Financial Services, Inc. Experience March 2006 - August 2006
Job Charles Schwab & Co., Inc.
Industry Investment Banking
Experience
Charles Schwab & Co., Inc.   August 2015 - Present
Capital One  April 2014 - August 2015
Wells Fargo Advisors  March 2010 - April 2014
M&T Bank  August 2008 - March 2010
PNC  September 2006 - July 2008
Ameriprise Financial Services, Inc.   March 2006 - August 2006

Skills
Investments, Series 7, Series 66, Life and Health..., Financial Planning, Retirement Planning, Strategic Financial..., Uniform Combined State..., Portfolio Management, Banking, Loans

Education
Freie Universität Berlin   1993 — 1997
Master of Arts, American Studies and Slavic Studies

Indiana University Bloomington   1991 — 1995
Master of Arts, English and American Studies

Chuck Rebhan, CRC® RFC® Chuck Rebhan, CRC® RFC® Jacksonville, Florida Area Details
Chuck Rebhan, CRC® RFC®'s Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor, Associate Vice President, Partner at Rebhan Maher and Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Rebhan Maher and Associates   February 2012 - Present
BBVA  February 1999 - February 2012

Education
Florida State University   1991 — 1994
Bachelor of Science (B.S.), Business and Personal/Financial Services Marketing Operations

Brian Raines Brian Raines Liberty, South Carolina Details
Brian Raines's Ameriprise Financial Services, Inc. Experience 2006 - 2009
Job Tailor and Professional Clothier
Industry Apparel & Fashion
Experience
LesCline Company   August 2015 - Present
The Raines Organization, Inc.   January 2008 - Present
EcoQuest International  2006 - 2010
Ameriprise Financial Services, Inc.   2006 - 2009
American Express  July 1996 - April 2006
Pickens County Sheriff's Office  January 1992 - July 1996
Coldwell Banker Finley and Associates   March 1990 - January 1992
B & B Foodstores, Inc. of South Carolina   April 1987 - May 1990
Palmetto Productions   July 1983 - December 1989
Joe Russell Music Company, Inc.   April 1983 - April 1985

Skills
Health, Wellness, Small Business, Customer Service, Customer Relations, Negotiation, Strategic Planning, Microsoft Office, Problem Solving, Public Speaking, Budgeting, Coaching, Team Building, Sales Management, Business Strategy, Planning, Insurance, Marketing Strategy, Word, Fundraising, Healthcare, Administration, Business Planning, Contract Negotiation, Writing, Account Management, Nutrition, Social Media, Financial Analysis, Online Marketing, Non-profits, Financial Planning, Event Planning, Investments, Leadership Development, Team Leadership, Advertising, Analysis, Budgets, Business Development, Entrepreneurship, Leadership, Management, Marketing, Microsoft Word, Music, New Business Development, Nonprofits, Online Advertising, Project Planning

Education
Southern Wesleyan University   1992 — 1994
BS, Human Resource Management

Francis Marion University   1982 — 1983
Political Science and Government

Southeastern University   1981 — 1982
Bachelor of Science (BS), Music Teacher Education

Dillon High School   1979 — 1981
Diploma, College Prep

Pickens Senior High   1978 — 1979

James Notarianni, CFP®, CFS® James Notarianni, CFP®, CFS® Philadelphia, Pennsylvania Details
James Notarianni, CFP®, CFS®'s Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2011 - Present
Ameriprise Financial Services, Inc.   February 2006 - Present

Education
Franklin & Marshall College   2001 — 2005
Bachelor of Arts (B.A.), Accounting and Finance

Jamie Wiley, CFP®, CPA/PFS, MBA Jamie Wiley, CFP®, CPA/PFS, MBA Greater Atlanta Area Details
Jamie Wiley, CFP®, CPA/PFS, MBA's Ameriprise Financial Services, Inc. Experience June 2012 - September 2014
Job Wealth Manager, Wealth Management at USAA
Industry Financial Services
Experience
USAA  October 2014 - Present
H&R Block  November 2005 - October 2014
Ameriprise Financial Services, Inc.   June 2012 - September 2014
Ryder System, Inc.   June 1985 - April 1991
Florida Governor's Office of Planning and Budgeting   September 1980 - May 1983

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1983 — 1985
MBA, Accounting and Finance

Florida State University   1976 — 1979
B.S., Communications, Government, Magna Cum Laude

Oglethorpe University
Certificate, Certified Financial Planner

Rebecca Zoe McDonald Rebecca Zoe McDonald Jacksonville, Florida Area Details
Rebecca Zoe McDonald's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job GIA Graduate Gemologist, Certified Diamontologist, A.J.P. at Jared the Galleria of Jewelry
Industry Luxury Goods & Jewelry
Experience
Jared the Galleria of Jewelry  March 2015 - Present
Global Diamonds   2014 - 2015
Suncoast Gems   April 2014 - July 2014
GIA  2013 - 2014
Ameriprise Financial Services, Inc.   2006 - 2008
American Express  2003 - 2006

Skills
Gemology, Diamond Grading, Marketing, Event Management, Client Service, Expertise in the 4Cs, Jewelry, Gems, Diamonds, Client Services, Fashion, Retail, Jewelry Design, Merchandising, Luxury Goods, Training, Sales, Handmade Jewelry, Negotiation, Photography, Research, Social Media Marketing, Market Analysis, Customer Satisfaction

Education
Gemological Institute of America   2013 — 2013
Graduate Gemologist, Accredited Jewelry Professional, Appraiser, Gemstones and Jewelry Indusrty

Gemological Institute of America   2013 — 2013
Gemologist

Dallas Nelson Dallas Nelson Overland Park, Kansas Details
Dallas Nelson's Ameriprise Financial Services, Inc. Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Prism Financial Group, L.L.C.   April 2014 - Present
Ameriprise Financial Services, Inc.   2013 - 2014
People's Bank & Trust   August 2012 - March 2013

Skills
Series 7

Education
West Texas A&M University   2009 — 2012
Bachelor of Business Administration (BBA), Finance

Fort Hays State University   2007 — 2009

Connor Dawkins Connor Dawkins Tallahassee, Florida Details
Connor Dawkins's Ameriprise Financial Services, Inc. Experience May 2014 - August 2015
Job Student at Florida State University
Industry Accounting
Experience
Ameriprise Financial Services, Inc.   May 2014 - August 2015
Lawton Chiles High School  January 2014 - May 2014
Golden Eagle Country Club  May 2013 - August 2013
Forestmeadows Park   April 2013 - August 2013
Chick-fil-A  October 2011 - July 2012
Leon County Schools  June 2011 - May 2012

Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Social Networking

Education
Florida State University   2012 — 2016
Bachelor's degree, Accounting and Finance

Joe Rowan Joe Rowan Greater Philadelphia Area Details
Joe Rowan's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Regional Wealth Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Prudential Investments LLC   January 2004 - March 2015
Delaware Investments/Lincoln Financial Distributors   November 1998 - December 2003

Skills
Asset Allocation, Series 63, Wealth Management, Separately Managed..., Series 7, Series 6, Mutual Funds, Strategic Planning, Retirement, 401k, Retirement Planning, FINRA, Series 65, ETFs, Variable Annuities, Investments

Education
Fordham University   1988 — 1992
BS, Finance

Saint Joseph's University   1992 — 1995
Master of Business Administration (MBA)

Bishop Kenrick   1984 — 1988
College Prep

Christopher Grimm Christopher Grimm Euless, Texas Details
Christopher Grimm's Ameriprise Financial Services, Inc. Experience October 2007 - April 2008
Job Marketing Associate at State Farm
Industry Retail
Experience
State Farm  April 2015 - July 2015
GameStop  April 2014 - April 2015
GameStop  May 2010 - April 2014
GameStop  October 2008 - May 2010
Ameriprise Financial Services, Inc.   October 2007 - April 2008
Ingram Financial Group   May 2007 - October 2007
Allen & Company of Florida  May 2006 - May 2007

Skills
Sales, Retail, Human Resources, Driving Results, Merchandising, Inventory Management, CRM, Store Operations, Data Analysis, Store Management, Retail Sales, Marketing, Loss Prevention, Strategy, Outlook, Customer Service, Inventory Control, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, 10 Key, Computers, Communication, Corporate Communications, Event Planning, Travel Planning, Stocks, Bonds, Mutual Funds, Futures, Options, Venture Capital, FINRA, Insurance, Health Insurance, Annuity Sales, Fixed Annuities, Variable Annuities, Research, Retail Sales Analysis, Account Management, P&C Insurance, P&C License, Life Insurance, Life & Health Insurance..., Visual Merchandising, Customer Satisfaction, Profit

Education
Florida Southern College   2004 — 2006
Bachelor of Science (B.S.), Economics

Polk Community College   1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Jordan Girton Jordan Girton Tucker, Georgia Details
Jordan Girton's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Owner at Trash Made Easy
Industry Utilities
Experience
Trash Made Easy   December 2010 - Present
Regions Financial Corporation  2009 - 2009
Ameriprise Financial Services, Inc.   2007 - 2009

Skills
Strategic Planning, Management, Negotiation, Marketing, Sales, New Business Development, Marketing Strategy, Project Management, Contract Negotiation, Business Strategy, Leadership

Education
Florida State University   2004 — 2007
Bachelor's Degree, Economics

Graceville High School   1999 — 2003
High School Diploma

Carolyn Nolan Carolyn Nolan Greater Boston Area Details
Carolyn Nolan's Ameriprise Financial Services, Inc. Experience November 2004 - Present
Job CFP® , Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER practitioner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2004 - Present

Skills
Attention to detail, Client Relationship, Relationship Building, Customer Service, Decision Making, Diligence, Leadership, Protective Planning, Responsiveness, Social Media, Team Building, Ethical Character

Education
Georgetown University   2000 — 2004
Bachelor of Arts, Psychology

Notre Dame Academy, Hingham MA

Stacy Bain Stacy Bain Hutchinson, Kansas Details
Stacy Bain's Ameriprise Financial Services, Inc. Experience February 2014 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Grene Vision Group  January 2012 - February 2014
Beeler Cooperative Exchange   June 2001 - July 2005

Skills
Surgery, Medical Education, Public Health, Healthcare Information..., Customer Service, Patient Safety, Strategic Planning, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Marketing, Social Networking, Social Media, Team Building, Teamwork, Outlook, Social Media Marketing, Public Speaking

Education
Fort Hays State University
Bachelor of Business Administration (BBA), Marketing

Hutchinson Community College   2005 — 2007
Associate of Arts (A.A.), Journalism

The University of Kansas
Public Relations, Advertising, and Applied Communication

Nicole Manzo Nicole Manzo Greater Boston Area Details
Nicole Manzo's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Operations Director at The Woerdeman Financial Group a PWA Practice of Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
TPS Group, Inc.   May 2008 - September 2013
Bank of America  2006 - 2008
Bank of America  2005 - 2006

Skills
Customer Service, Banking, Microsoft Excel, Relationship Management, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Retirement, Retirement Planning, Employee Benefits, Problem Solving, Creative Strategy, Relius Administration, Pension Administration, Pension Systems, DocuShare, Salesforce.com, Social Media, Defined Benefit, Business Development, Management

Education
Framingham State University   2004 — 2008

Hudson High School

Brandi Obermueller Brandi Obermueller Topeka, Kansas Details
Brandi Obermueller's Ameriprise Financial Services, Inc. Experience February 2015 - May 2015
Job Financial Analyst at Payless ShoeSource
Industry Retail
Experience
Payless ShoeSource  June 2015 - Present
Ameriprise Financial Services, Inc.   February 2015 - May 2015
Fort Hays State University  August 2013 - May 2015
Waddell & Reed  May 2014 - February 2015
H&R Block  October 2011 - April 2014
Fort Hays State University  November 2010 - August 2013
Fort Hays State University  August 2009 - May 2010
Thunder Bank   May 2006 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Teamwork, Time Management, Financial Analysis, Quantitative Research

Education
Fort Hays State University   2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General, 4.0

Fort Hays State University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.81

Kyle Brooman Kyle Brooman Philadelphia, Pennsylvania Details
Kyle Brooman's Ameriprise Financial Services, Inc. Experience March 2015 - July 2015
Job Financial Analyst at ACE Group
Industry Financial Services
Experience
ACE Group  August 2015 - Present
Ameriprise Financial Services, Inc.   March 2015 - July 2015
Ameriprise Financial Services, Inc.   July 2014 - March 2015
Capital One  June 2013 - August 2013
2013 NCAA Women's Final Four Host Committee   January 2013 - April 2013
2012 NCAA Men's Final Four Host Committee   January 2012 - April 2012
Barlow Flower Farm   2009 - 2011

Skills
Corporate Finance, Financial Modeling, Financial Forecasting, Certified in Microsoft..., Essbase, PeopleSoft, Expense Budgeting, Financial Analysis, Highly Organized &..., Certified in Microsoft..., Comfortable Public..., Works Well in Groups, Basic Conversational...

Education
Tulane University   2010 — 2014
Bachelor of Science in Management, Finance and Legal Studies, 3.94

Fundação Getulio Vargas / FGV   2012 — 2012
Bachelor of Business Administration (BBA), International Business and Management

Episcopal Academy High School   2006 — 2010

Monica Erickson Monica Erickson Minneapolis, Minnesota Details
Monica Erickson's Ameriprise Financial Services, Inc. Experience September 2007 - April 2010
Job User Experience Manager at Stratasys
Industry Internet
Experience
Stratasys  March 2015 - Present
Stratasys  August 2013 - March 2015
Best Buy  January 2013 - August 2013
Amplifon  March 2012 - December 2012
Best Buy  June 2011 - March 2012
Hanley Wood  February 2011 - June 2011
U.S. Bank   August 2010 - January 2011
Ameriprise Financial Services, Inc.   September 2007 - April 2010
RR Donnelley  June 2006 - August 2007

Skills
Digital Project..., Process Writing, Digital Communication..., Leadership, PPC, SEO, SEO copywriting, Social Media Marketing, Market Research, Event Planning, User Experience, User Interface, E-commerce, Process Management, Marketing Strategy, Online Marketing

Education
Florida State University   1992 — 1996
Bachelor of Arts (B.A.), History

denise schueller denise schueller Minneapolis, Minnesota Details
denise schueller's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Practice Manager of Change Management at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Ameriprise Financial Services, Inc.   December 2012 - September 2013
Technisource  July 2011 - December 2012

Skills
SDLC, Windows Server, Servers, XP, Technical Support, SharePoint, VMware, ITIL, Active Directory, Computer Hardware, Troubleshooting, Windows 7, Vendor Management, Visio

Education
Friends University
Master's degree, Management Information Systems, General

Friends University
Bachelor's degree, Human Services, General

Jason Tapia Jason Tapia Boston, Massachusetts Details
Jason Tapia's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Internal Business Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments  June 2015 - Present
Fisher Investments  January 2015 - June 2015
Fisher Investments  June 2013 - January 2015
Boys Town North Florida   February 2013 - May 2013
Ronald McDonald House Charities of Tallahassee   August 2012 - May 2013
Florida State University  September 2012 - December 2012
Ameriprise Financial Services, Inc.   June 2012 - August 2012
The Guardian Life Insurance Company of America  June 2011 - December 2011
Mega Ace Photography   February 2011 - May 2011

Skills
Finance, Investments, Financial Services, Microsoft Excel

Education
Florida State University   2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing

Jennifer Congdon Jennifer Congdon Centreville, Virginia Details
Jennifer Congdon's Ameriprise Financial Services, Inc. Experience October 2005 - June 2009
Job Special Education Elementary School teacher at Fairfax County Public Schools
Industry Primary/Secondary Education
Experience
Fairfax County Public Schools  August 2009 - Present
Dogfish Head Craft Brewery  2009 - 2012
Dogfish Head Craft Brewery  2009 - 2012
Ameriprise Financial Services, Inc.   October 2005 - June 2009

Skills
Curriculum Design, Lesson Planning, Curriculum Development, Classroom, Classroom Management, Tutoring, Special Education, Differentiated..., Elementary Education, Educational Technology, Teaching, Behavior Management, Behavior Modification, Applied Behavior..., Curriculum Assessment, Child Development

Education
George Mason University   2010 — 2013
Master's degree, Special Education and Teaching, 4.0

Mary Washington College   2001 — 2005
Bachelor's degree, Psychology, Business Administration

Christina Blackmore Christina Blackmore Springfield, Missouri Details
Christina Blackmore's Ameriprise Financial Services, Inc. Experience April 2008 - August 2011
Job Account Executive at Huntleigh McGehee
Industry Insurance
Experience
Huntleigh McGehee, Risk Management & Benefit Specialists   August 2011 - Present
Ameriprise Financial Services, Inc.   April 2008 - August 2011
Raymond James Financial Inc.  May 2004 - April 2008
Great Southern Bank  February 2002 - May 2004

Education
University of California, Santa Cruz   2000 — 2002
Bachelor's degree, American Government and Politics (United States)

Gavilan College   1997 — 2000
Associate of Arts (AA), General Studies

Matthew K. Woods Matthew K. Woods Charlotte, North Carolina Area Details
Matthew K. Woods's Ameriprise Financial Services, Inc. Experience September 2010 - April 2011
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
Jennie D. Derby, CFP(R), CLU(R), CLTC Wealth Management Advisor   June 2014 - December 2014
Jennie D. Derby, CFP(R), CLU(R), CLTC Wealth Management Advisor   January 2014 - June 2014
FBA 401k   May 2011 - December 2013
Ameriprise Financial Services, Inc.   September 2010 - April 2011

Skills
Financial Planning, Series 7, Series 65, Series 63, 401k, Employee Benefits, Investment Advisory, Financial Advisory, Retirement Planning, Asset Allocation, Investments, Retirement Income..., Wealth, Asset Management, Portfolio Management, Trading, Mutual Funds, Customer Service, Microsoft Office, Relius Administration, Morningstar, Retirement, IRAs, Finance, Financial Planners, Wealth Management, Securities

Education
Gardner-Webb University   2013 — 2015
Master of Wealth and Trust Management, Financial Planning and Services, 4.0

Winthrop University   2007 — 2011
Bachelor of Science, Financial Planning, 3.6

Kristin Lane Kristin Lane Orlando, Florida Details
Kristin Lane's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present

Education
University of South Florida   1992 — 1993
Bachelor of Arts (B.A.), Sociology

Florida State University   1988 — 1992
Associate's degree

Brian Johnston, Certified Financial Planner™ Brian Johnston, Certified Financial Planner™ Greater Atlanta Area Details
Brian Johnston, Certified Financial Planner™'s Ameriprise Financial Services, Inc. Experience January 2003 - July 2007
Job Managing Partner at Forthright Wealth Management, LLC
Industry Financial Services
Experience
Forthright Wealth Management, LLC   May 2015 - Present
SunTrust Investment Services, Inc.   July 2007 - May 2015
Ameriprise Financial Services, Inc.   January 2003 - July 2007

Education
Furman University   1998 — 2002
Bachelor of Arts (B.A.), Business Administration

Ben Collamore Ben Collamore New York, New York Details
Ben Collamore's Ameriprise Financial Services, Inc. Experience January 2007 - Present
Job VPGM, Card and Rewards at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2007 - Present
Ameriprise Financial Services, Inc.   October 2005 - January 2007
American Express  October 2004 - September 2005
American Express  April 2003 - October 2004
American Express  April 2001 - April 2003
Radiant Systems Inc.  August 1998 - March 2001

Skills
Strategic Planning, Marketing Strategy, Business Development, Partner Management, Partnerships, Profit Center Management, Business Analysis, Market Analysis, Negotiation, Program Management, Analytics, Cross-functional Team..., Management, Marketing, Relationship Management, Strategic Partnerships, Strategy

Education
Georgetown University   1994 — 1998
Bachelor's of Science, Foreign Service

Sciences Po Paris   1996 — 1997
Coursework, Political Science and Government

Miriam Marcis Miriam Marcis Greater Boston Area Details
Miriam Marcis's Ameriprise Financial Services, Inc. Experience September 2008 - May 2009
Job Senior Financial Analyst, Urology and Women's Health at Boston Scientific
Industry Accounting
Experience
Boston Scientific  October 2014 - Present
Boston Scientific  March 2014 - October 2014
Boston Scientific  April 2012 - March 2014
Boston Scientific  March 2010 - March 2012
Unity Bank  June 2009 - March 2010
Ameriprise Financial Services, Inc.   September 2008 - May 2009
HealthQuest of Hunterdon  2006 - 2008

Skills
Corporate Finance, Human Resources, Finance, Accounting, Auditing, Budgets, Team Building, SAP, Financial Analysis

Education
Franklin & Marshall College   2005 — 2009
BA, Business, Concentration in Accounting

Edie Haughney, CIMA® Edie Haughney, CIMA® Suffern, New York Details
Edie Haughney, CIMA®'s Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Financial Advisor, Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Ameriprise Financial Services, Inc.   June 2012 - September 2013
Leadership Orange  2004 - 2010
Leadership Orange  2004 - 2010
Leadership Orange  2004 - 2010
Leadership Orange  2004 - 2010
Merrill Lynch  1997 - 2010

Education
Fordham University - Graduate School of Business Administration
Masters, Finance

Valpariso University
Bachelor's degree, double major - English and Journalism

Theresa Messina Theresa Messina Clearwater, Florida Details
Theresa Messina's Ameriprise Financial Services, Inc. Experience May 2009 - August 2009
Job Assistant Director, Research and Prospect Management at The Florida State University Foundation
Industry Philanthropy
Experience
The Florida State University Foundation  August 2014 - Present
The Florida State University Foundation  August 2012 - July 2014
The Florida State University Foundation  July 2011 - August 2012
The Florida State University Foundation  June 2010 - July 2011
Ameriprise Financial Services, Inc.   May 2009 - August 2009
Florida State University  August 2008 - May 2009
Ameriprise Financial Advisors  May 2008 - August 2008
H & R Block  May 2006 - August 2006

Skills
Microsoft Excel, Research, Nonprofits, Higher Education, Prospect Research, Prospect Management, Prospect Qualification, Strategic Planning, Moves Management, Fundraising, Microsoft Office, Data Analysis, Editing, Advancement Services, Training, Philanthropy, Raiser's Edge, Foundation Search, Foundation Center, ResearchPoint, WealthEngine, LexisNexis, D&B, Hoovers, iWave, MapPoint, Prospect Visual, Outlook, Databases, Real Estate, Community Outreach, Event Planning, Management, Social Media

Education
Florida State University - College of Business   2005 — 2010
Bachelor of Science

Ted Horowitz Ted Horowitz Phoenix, Arizona Area Details
Ted Horowitz's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor/Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Morgan Stanley Smith Barney  May 2005 - July 2012
UBS Financial Services  January 2001 - May 2005
RBC  August 1997 - January 2001
Merrill Lynch  August 1994 - August 1997
Harlow Butler   1993 - 1994
Instinet Corporation  1992 - 1993
Phibro LLC  1990 - 1992

Education
Thunderbird School of Global Management   1988 — 1990
Master of International Management, Business

University of Washington   1982 — 1986
BA, International Relations

Fudan University   1984 — 1984
Summer Program, Chinese

University of South Carolina-Columbia   1981 — 1982
Business Administration and Management, General

Spartanburg High School   1978 — 1980
High School

Riverside Military Academy   1976 — 1977

Blake Harrington, CFP® Blake Harrington, CFP® Washington D.C. Metro Area Details
Blake Harrington, CFP®'s Ameriprise Financial Services, Inc. Experience January 2005 - July 2006
Job Associate Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 2015 - Present
Northwestern Mutual  June 2010 - Present
Northwestern Mutual  September 2006 - June 2010
Ameriprise Financial Services, Inc.   January 2005 - July 2006

Skills
Series 7, Retirement Planning, Investment Advisory, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Wealth Management, Securities, Asset Managment, Long-term Care, Disability Insurance, Portfolio Management, Insurance, Retirement, Asset Allocation, Finance, Asset Management, Financial Planning

Education
Georgetown University   2007 — 2008
Executive Certificate, Financial Planning

Virginia Polytechnic Institute and State University   2000 — 2004
BA, Economics

Douglas Messina, CRPC® Douglas Messina, CRPC® Greater New York City Area Details
Douglas Messina, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Financial Advisor with Pell Wealth Partners at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
HighTower Advisors  February 2010 - May 2013
Morgan Stanley Smith Barney  March 2005 - February 2010

Education
Fordham University   1999 — 2003
Bachelor of Science (B.S.), Marketing and Economics

Steven DeCaro Steven DeCaro New York, New York Details
Steven DeCaro's Ameriprise Financial Services, Inc. Experience July 2010 - August 2010
Job Sales Representative at Arthrex//Gotham Surgical
Industry Medical Devices
Experience
Arthrex  June 2013 - Present
USAA  May 2012 - April 2013
eBay Sales  August 2009 - February 2012
WFMSG   July 2011 - August 2011
Cleveland Clinic  May 2009 - August 2011
iRepair FSU   August 2010 - May 2011
Ameriprise Financial Services, Inc.   July 2010 - August 2010
Cernet of America   May 2006 - August 2008

Skills
Customer Service, Sales, Social Media, Marketing Strategy, Microsoft Office, Marketing, Budgets, Analysis, Data Analysis, Advertising, Public Speaking, Market Research, Team Building, Management, Cold Calling, Data Entry, Telecommunications, Public Relations, Marketing Communications, Operating Room, Surgery, Surgeons, Medical Devices, Surgical Device Sales, Surgical Instruments

Education
Florida State University   2006 — 2010
Pre-Medicine/Pre-Medical Studies

USF College of Medicine   2011 — 2012

University of Tampa   2012 — 2013
Master of Business Administration (M.B.A.)

Alissa Brunetti Alissa Brunetti Greater New York City Area Details
Alissa Brunetti's Ameriprise Financial Services, Inc. Experience May 2008 - September 2008
Job CDO Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group  February 2013 - Present
Fortress Investment Group  January 2012 - February 2013
Limited Brands  June 2011 - January 2012
Chef Andrea Restaurant and Lounge   January 2009 - September 2009
Ameriprise Financial Services, Inc.   May 2008 - September 2008

Skills
Financial Modeling, Financial Analysis, Outlook, Microsoft Excel

Education
Fordham University   2008 — 2012
B.S., Finance

Fordham University Gabelli School of Business   2008 — 2012
Bachelor of Science, Finance Designated

Walter Rentz Walter Rentz Orlando, Florida Area Details
Walter Rentz's Ameriprise Financial Services, Inc. Experience 1999 - 2002
Job Owner at The Rentz Insurance Agency
Industry Insurance
Experience
The Rentz Insurance Agency   June 2012 - Present
Allstate Insurance  May 2007 - May 2012
Allstate Financial  2002 - 2007
Ameriprise Financial Services, Inc.   1999 - 2002
ING Group/Life of Georgia   1996 - 1999

Skills
Certified Financial..., Series 7, Auto insurance, Homeowners insurance, Umbrella Insurance, Motorcycle, RV, and...

Education
Florida Southern College
BS, Marketing

Punal Bhavsar Punal Bhavsar New York, New York Details
Punal Bhavsar's Ameriprise Financial Services, Inc. Experience June 2007 - April 2008
Job Equity Research Associate at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities  July 2014 - Present
Louis Vuitton  January 2013 - May 2014
NASA Langley Research Center  June 2012 - January 2013
Viacom  January 2012 - May 2012
MTV Networks  October 2011 - January 2012
San Francisco Department of Public Health  May 2011 - August 2011
New York Life Insurance Company  June 2010 - August 2010
AcroMetrix  May 2009 - May 2010
The Daily Californian  May 2008 - May 2009
Ameriprise Financial Services, Inc.   June 2007 - April 2008

Skills
Sustainability, Sustainability Strategy, Microsoft Office, Environmental Compliance, Management, Negotiation, Budget, Process Scheduler, Research, Budgets, Analysis

Education
Fordham Gabelli School of Business   2011 — 2012
MS, Business Enterprise

University of California, Berkeley   2005 — 2010
BS, Environmental Science

Kari Lindell Kari Lindell Greater Boston Area Details
Kari Lindell's Ameriprise Financial Services, Inc. Experience June 2008 - August 2009
Job Home Resource Coordinator at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker  July 2015 - Present
Private Client  September 2011 - July 2015
Various  2006 - 2011
Ameriprise Financial Services, Inc.   June 2008 - August 2009
Fresenius Medical Care  June 2006 - August 2009

Skills
Excellent sales and..., Interact positively..., Working knowledge of..., Data entry in various..., Training, scanning, and..., Strong organization and..., Public Speaking, Microsoft Office, Sales, Customer Service, Management, Microsoft Excel

Education
Framingham State University   2010 — 2014
Bachelor’s Degree, Liberal Studies with concentrations in Psychology and Sociology

Worcester State University   2008 — 2009
Communications

Franklin High School   2004 — 2008
High School

Schivon Braswell Schivon Braswell Chicago, Illinois Details
Schivon Braswell's Ameriprise Financial Services, Inc. Experience February 2011 - May 2014
Job Model, Actress, Songstress at One Source Talent
Industry Financial Services
Experience
Sarah's Circle  February 2015 - Present
One Source Talent  April 2015 - Present
Brazen Face entertainment   July 2008 - Present
AuthorHouse  June 2006 - Present
RiverSource  December 2012 - May 2014
Ameriprise Financial Services, Inc.   February 2011 - May 2014
Nordstrom  July 2010 - February 2011
Nordstrom Inc  July 2009 - January 2011
Watson Accounting & Tax   June 2007 - July 2009
Hartford Life Insurance Company and Annuity   October 2006 - July 2009

Skills
Sales, Marketing, Negotiation, Administrative Work, Customer Service, Advertising, Event Planning, Inventory Management, Outlook, Customer Satisfaction, Leadership, Strategic Planning, Social Media, PowerPoint, Public Speaking, Time Management, Photoshop, Microsoft Office, Account Management, Microsoft Excel, Research, Non-profits, Marketing Strategy, Training, Recruiting, Social Media Marketing, Public Relations, Talent Acquisition, Blogging, Sales Management, Social Networking, Teamwork, Books, Management, Microsoft Word, Coaching, Editing, Brand Development, Teaching, Analysis, Team Leadership, Market Research, Salesforce.com, Event Management, Retail, Team Building, Photography, InDesign, Publishing, Budgets

Education
Full Sail University   2013 — 2016
Bachelor of Fine Arts (BFA), Creative Writing

University of Phoenix   2006 — 2009
Associate of Arts (AA), Business Administration and Management, General

InverHills Community College
Participated in the A.S.A.P

Michelle Anderson Strickland Michelle Anderson Strickland Dallas, Pennsylvania Details
Michelle Anderson Strickland's Ameriprise Financial Services, Inc. Experience March 2013 - August 2013
Job Executive Assistant at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications  August 2013 - Present
Ameriprise Financial Services, Inc.   March 2013 - August 2013
The Tauscher Group   May 2005 - June 2009
Vanstar  May 1995 - March 2000
US Airways  August 1992 - February 1994

Skills
Office Management, Social Media, Marketing, Fundraising, Calendars, Microsoft Excel, Microsoft Word, Social Networking, Research, Travel Planning, Business Travel, Administrative..., Customer Service, Meeting Planning, Expenses, Events, Microsoft Office, Meeting Maker, Retail Banking, Analysis, Administration

Education
West Virginia University   1987 — 1990
Bachelors, Communications

Gannon University   1986 — 1987

Christie Nix, CRPC® Christie Nix, CRPC® Washington D.C. Metro Area Details
Christie Nix, CRPC®'s Ameriprise Financial Services, Inc. Experience 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Business Network Int'l Northern VA, http://BNI.com   2010 - Present
Ameriprise Financial Services, Inc.   2007 - Present
Toastmasters International  December 2012 - December 2012
bioMerieux  December 1997 - December 2001
Beckman Coulter  December 1984 - December 1998

Education
George Mason University
Biology/Biological Sciences, General

Amante DeCastro, CFP® Amante DeCastro, CFP® Washington D.C. Metro Area Details
Amante DeCastro, CFP®'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
BNI NOVA - Business Network Int'l Northern Virginia   2007 - Present

Education
George Mason University   1998 — 2002

Katherine Regna Katherine Regna West Palm Beach, Florida Area Details
Katherine Regna's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Operations Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  February 2010 - Present
Ameriprise Financial Services, Inc.   August 2006 - Present
Rosemurgy Properties   March 2004 - March 2006
Tyco International (US)   2001 - 2003

Skills
Leadership, Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Investments, Series 63, Insurance, Securities, Asset Allocation, Retirement, Portfolio Management, Relationship Management

Education
Florida State University   1997 — 2001

Gretchen DeMore Gretchen DeMore Greater Boston Area Details
Gretchen DeMore's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Welch's  2003 - 2007
Snowbound Software  2001 - 2003

Skills
Marketing Management, Segmentation, Packaging, Trade Marketing, Customer Insight, P&L Management, Leadership, Consumer Products, Strategic Planning, Nielsen

Education
Framingham State College
Bachelor of Business Administration (BBA)

University of Maine   1994 — 1996

North Middlesex Regional High School   1990 — 1994

Laura (Hightower) Plunkett Laura (Hightower) Plunkett San Francisco Bay Area Details
Laura (Hightower) Plunkett's Ameriprise Financial Services, Inc. Experience April 2008 - April 2010
Job Executive Assistant in the Bursar's Office at San Jose State University
Industry Financial Services
Experience
Ameriprise Financial  April 2010 - May 2013
Ameriprise Financial Services, Inc.   April 2008 - April 2010
M Space Holdings, Inc.   January 2007 - September 2008
Trudy's Bridal Salon   September 2007 - March 2008
Houston Community College  August 2004 - December 2006
The Harp Irish Pub   January 1997 - January 2005
Irish Pub  January 1999 - July 2004

Skills
Microsoft Excel, Data Entry, PowerPoint, Lotus Notes, Customer Service, Proofreading, Editing, Marketing, Event Management

Education
Foothill College   2011 — 2013
Associate of Arts (A.A.), Sociology, 3.8

Houston Community College   2006 — 2007
General Education

Glenda Bone Glenda Bone Greater St. Louis Area Details
Glenda Bone's Ameriprise Financial Services, Inc. Experience April 2002 - April 2009
Job Regional Branch Supervisor at Financial Advisor Firm
Industry Financial Services
Experience
Financial Advisor Firm   February 2011 - Present
Wells Fargo Advisors, LLC  February 2010 - February 2011
Ameriprise Financial Services, Inc.   April 2002 - April 2009

Education
Fontbonne University
BSBA

Steve Tyson, M.S. Steve Tyson, M.S. West Palm Beach, Florida Area Details
Steve Tyson, M.S.'s Ameriprise Financial Services, Inc. Experience June 2011 - August 2012
Job Compliance Supervisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   June 2011 - August 2012
NatCity Investments  November 2008 - November 2009
Wamu Investments  October 2005 - October 2008
Citicorp Investment Services  March 1999 - May 2004

Skills
Series 7, Portfolio Management, Wealth Management, Series 63, Strategic Financial..., Equities, Mutual Funds, Credit, Loans, Investments, Fixed Annuities, Securities, Series 24, Series 65, Licensed Life & Health..., Sales Management, Compliance, Retirement Planning, Banking, Finance

Education
Nova Southeastern University   2006 — 2009
M.S, Management/Leadership

Florida State University   1990 — 1992
B.S, Political Science

Virginia Commonwealth University   1988 — 1990
Political Science

Noel Ryan Masajo Noel Ryan Masajo New York, New York Details
Noel Ryan Masajo's Ameriprise Financial Services, Inc. Experience July 2006 - February 2007
Job Associate at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO Bank N.V.   July 2014 - Present
BNP Paribas  September 2012 - June 2014
BNP Paribas  June 2011 - September 2012
BNP Paribas  September 2005 - September 2011
Ameriprise Financial Services, Inc.   July 2006 - February 2007

Skills
Structured Finance, Finance, Banking, Loans, Investment Banking, Leadership, Loan Servicing, Credit Analysis, Accounting, Syndications, Equities, Investments, Account Reconciliation, Credit Risk, Management, Operations Management, Project Management, Ship Financing, Transportation Finance, Structured Commodity..., Energy

Education
Fordham University   2002 — 2006
Bachelor of Science, Accounting, Minor in Finance

Gordon Shalek Gordon Shalek Greater New York City Area Details
Gordon Shalek's Ameriprise Financial Services, Inc. Experience January 1990 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1990 - Present
Ameriprise Financial Services, Inc.   1990 - Present

Education
Fordham Gabelli School of Business   1988 — 1990
MBA, Business, Economics

University of New Hampshire -- Peter T. Paul College of Business and Economics   1983 — 1986
BS, Business

Ian Mandly Ian Mandly Greater Boston Area Details
Ian Mandly's Ameriprise Financial Services, Inc. Experience May 2007 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America  September 2008 - March 2009
Ameriprise Financial Services, Inc.   May 2007 - May 2008

Education
Framingham State University   2003 — 2007
BS, Business Admin. / Finance

Kris Funkhouser Kris Funkhouser Greater Atlanta Area Details
Kris Funkhouser's Ameriprise Financial Services, Inc. Experience February 1998 - October 2004
Job Senior Vice President, Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc.   October 2004 - Present
Ameriprise Financial Services, Inc.   February 1998 - October 2004

Skills
Retirement Planning, Financial Planning, Portfolio Management, Investments, Finance, Financial Services, Investment Management, Risk Management, Series 7, Mutual Funds

Education
Florida State University   1993 — 1997

Steven Lehrer Steven Lehrer Orlando, Florida Area Details
Steven Lehrer's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
SunTrust Bank  November 2010 - September 2011
SunTrust Bank  2010 - 2011
SunTrust Bank  2010 - 2011
Ameriprise Financial Services, Inc.   2007 - 2010

Skills
Series 7, Retirement Planning, Retirement, Investments, Uniform Combined State..., Fixed Annuities, Financial Advisory, Finance

Education
Florida State University   2001 — 2005
2 Degrees, Business Admin, Business Mang.

Gene Foley, MBA, APMA Gene Foley, MBA, APMA Portland, Oregon Area Details
Gene Foley, MBA, APMA's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job at Ameriprise Financial Services, Inc. Financial AdvisorVice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Portland Youth Philharmonic  2010 - 2014
Morgan Stanley Smith Barney  October 2006 - April 2011
A.G. Edwards & Sons, Inc.   1984 - 2006

Education
George Fox University   1995 — 1997
MBA

Dwight Ward Dwight Ward Cincinnati Area Details
Dwight Ward's Ameriprise Financial Services, Inc. Experience July 2005 - February 2007
Job Controller
Industry Accounting
Experience
Pathways to Housing DC  September 2012 - May 2014
Prince George's County Economic Development   July 2007 - September 2011
Ameriprise Financial Services, Inc.   July 2005 - February 2007
Time Warner Cable  June 2003 - March 2005

Skills
Quickbooks, Peachtree, Microsoft Excel, Microsoft Office, PeopleSoft

Education
Georgetown University   2009 — 2009
Certificate, Accounting; Forensic Accounting

Xavier University   1982 — 1984
BSBA, Accounting

Randi Reyes-Daley Randi Reyes-Daley Littleton, Colorado Details
Randi Reyes-Daley's Ameriprise Financial Services, Inc. Experience April 2008 - October 2008
Job HR Assistant
Industry Human Resources
Experience
Bethesda Lutheran Communities  October 2008 - Present
Ameriprise Financial Services, Inc.   April 2008 - October 2008
Cherry Creek Schools  October 2000 - May 2006
Standard & Poor's   March 1982 - September 1987

Skills
Recruiting, Employee Benefits, Benefits Administration, Employee Relations, Human Resources, Resume Writing, Onboarding, New Hire Orientations, Leadership Development, Coaching, Career Counseling, Organizational..., FMLA, HRIS

Education
Front Range Community College   1980 — 1982
Interpreter/American Sign Language

Chad Bates Chad Bates Greenwood, Indiana Details
Chad Bates's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Executive Associate at Ameriprise Financial Services, Inc.
Industry Retail
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Sigma Alpha Epsilon Fraternity  October 2011 - Present
Sigma Alpha Epsilon Fraternity  June 2008 - Present
Weekends Only Inc.  April 2015 - August 2015
Best Buy  April 2014 - April 2015
Best Buy  September 2013 - May 2014
Best Buy  July 2011 - September 2013
Best Buy  February 2013 - February 2013
Best Buy  November 2010 - July 2011
Best Buy  July 2006 - November 2010

Skills
Sales, Leadership, Public Relations, Customer Service, Blogging, Social Media, Social Networking, Media Relations, Training, Event Planning, Public Speaking, Time Management, Press Releases, Social Media Marketing, Merchandising, Video, Advertising, Sales Management, Inventory Management, Radio, Marketing, Sports, Event Management, Broadcast, Television, Marketing Communications, Photoshop, Editing, Business Planning, Employee Engagement, Development Of Employees, P&L Management

Education
Franklin College   2004 — 2008
Bachelor's degree, Broadcast Journalism & Business

Greenwood High School   2000 — 2004
High School Diploma, General Studies

Jordan Patrick Jordan Patrick Cincinnati, Ohio Details
Jordan Patrick's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Paraplanner at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   June 2014 - April 2015
Carrington Drug   August 2005 - August 2013
Lexington Investment Company   August 2011 - May 2012

Education
Xavier University   2013 — 2014
Master of Business Administration (M.B.A.), Finance, General

Georgetown College   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Kingston University   2010 — 2010

Katrina Dennis Katrina Dennis McAllen, Texas Area Details
Katrina Dennis's Ameriprise Financial Services, Inc. Experience 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial  October 1986 - Present
Ameriprise Financial Services, Inc.   1986 - Present

Education
Florida State University - College of Business   1974 — 1979
BS, Finance

Cecelia Darden Cecelia Darden Pompano Beach, Florida Details
Cecelia Darden's Ameriprise Financial Services, Inc. Experience December 1987 - Present
Job CFP, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise  December 1987 - Present
Ameriprise Financial Services, Inc.   December 1987 - Present

Education
Florida State University

Blake H. Robson APMA Blake H. Robson APMA Orlando, Florida Area Details
Blake H. Robson APMA's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Financial Advisor at Marlowe, Petty & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2007 - Present

Education
Florida State University - College of Business   2003 — 2006
BS, Finance & Real Estate Investment Analysis

Paul Gibler, CFP®, MBA Paul Gibler, CFP®, MBA Greater Philadelphia Area Details
Paul Gibler, CFP®, MBA's Ameriprise Financial Services, Inc. Experience March 1994 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 1994 - Present
American Express  October 1987 - December 1993
JCPenney  October 1984 - September 1987
Irving Bank   September 1981 - September 1984

Education
Fordham University - Graduate School of Business Administration   1986 — 1989
MBA, Finance

Fordham University   1977 — 1981
Bachelor of Science (B.S.), Finance

Jack Seng Jack Seng Greater New York City Area Details
Jack Seng's Ameriprise Financial Services, Inc. Experience Derivatives analystMerrill Lynch & Co.March 1989 - April 1993
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Derivatives analystMerrill Lynch & Co.March 1989 - April 1993
Salomon Brothers  May 1986 - February 1989

Skills
Saving for Education, Retirement Planning, Series 7, Estate Planning, Wealth Management, Retirement, Strategic Financial..., Employee Stock Options, Asset Allocation, Financial Advisory, Investment Advisory

Education
Fordham University   1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services

New York University   1980 — 1984
Bachelor's degree, Accounting and Finance

Louis Lauer Louis Lauer Reading, Pennsylvania Area Details
Louis Lauer's Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2003 - Present
PA Dept of Labor & Ind  January 1974 - June 2003

Education
George Mason University   1970 — 1973
BS, Business Administration Management

Wilkes Barre Business College   1963 — 1966

Amy Jowers Amy Jowers Saint Paul, Minnesota Details
Amy Jowers's Ameriprise Financial Services, Inc. Experience August 2011 - June 2013
Job Retired
Industry Accounting
Experience
Boeckermann Grafstrom & Mayer  June 2013 - May 2015
Ameriprise Financial Services, Inc.   August 2011 - June 2013

Skills
Government, Program Management, Strategic Communications, Public Policy, Microsoft Office, Policy Analysis, Public Speaking, Nonprofits, Strategic Planning, Leadership, Event Planning, Community Outreach, Leadership Development

Education
Georgetown University   1988 — 1990
Masters, National Security Studies

Brian Strantz Brian Strantz Greater Minneapolis-St. Paul Area Details
Brian Strantz's Ameriprise Financial Services, Inc. Experience March 2007 - March 2013
Job at
Industry Financial Services
Experience
Pentair  April 2015 - Present
Ameriprise Financial Services, Inc.   March 2007 - March 2013
Fallon  January 2006 - July 2006

Education
Full Sail University   1997 — 2000

Dave Solo Dave Solo Greater Minneapolis-St. Paul Area Details
Dave Solo's Ameriprise Financial Services, Inc. Experience September 2009 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2009 - June 2011
Ameriprise Financial Services, Inc.   May 2006 - September 2009
F  January 2006 - May 2006
U.S. Bank   August 2003 - December 2005
U.S. Bank   September 2001 - July 2003
U.S. Bank   August 2000 - August 2001
U.S. Bank   October 1998 - July 2000
U.S. Bank   December 1995 - September 1998
us bank  August 1993 - November 1995
Colorado National Bank  May 1987 - July 1993

Skills
Banking, Retirement, Financial Services

Education
College of Certified Financial Planning   1991 — 1991
Financial Planner Program, Para Planner, Pass

Fort Lewis College   1984 — 1987
Bachelor of Arts (B.A.), Business - Emphasis Management

Carlton Derek Head, ChFC®, CASL®, CLU® Carlton Derek Head, ChFC®, CASL®, CLU® Louisville, Kentucky Area Details
Carlton Derek Head, ChFC®, CASL®, CLU®'s Ameriprise Financial Services, Inc. Experience September 2000 - Present
Job Financial Advisor, Cardinal Pointe Financial Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2000 - Present

Education
Furman University

Tionne King Tionne King Fort Lauderdale, Florida Details
Tionne King's Ameriprise Financial Services, Inc. Experience June 2005 - July 2006
Job Sales and Management Professional
Industry Banking
Experience
Purebred Breeders   June 2014 - Present
Florida Community Bank  October 2011 - June 2014
Wells Fargo  July 2006 - October 2011
Ameriprise Financial Services, Inc.   June 2005 - July 2006

Education
Florida State University
Bachelor of Arts (B.A.)

John DeBoer John DeBoer Baton Rouge, Louisiana Details
John DeBoer's Ameriprise Financial Services, Inc. Experience September 2009 - June 2010
Job Independent Financial Advisor at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research  March 2011 - Present
FBT Investments   June 2010 - March 2011
Ameriprise Financial Services, Inc.   September 2009 - June 2010
UBS  January 2007 - September 2009
Essix General Agency   July 1996 - October 2006

Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Risk Management, Securities, Insurance

Education
Fullerton College

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