Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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Ameriprise Financial Services, Inc. Employees
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 1997 - Present
Education
Florida State University 1994 — 1996
International Affairs
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
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
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
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
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
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
Ameriprise Financial Services, Inc. June 1988 - Present
Education
Fort Lewis College 1975 — 1977
Music
George Washington HS
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1987 - Present
Education
Florida State University 1983 — 1986
Bachelor of Arts, Economics
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
Ameriprise Financial Services, Inc. October 2006 - Present
Education
Florida State University
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. July 1997 - Present
Education
Florida State University 1987 — 1991
Bachelor of Science (B.S.)
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
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
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
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
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
Ameriprise Financial Services, Inc. August 2005 - Present
American Express 1999 - 2005
Gap Inc. 1989 - 1994
Education
College For Financial Planning
Framingham State University
Ameriprise Financial Services, Inc. May 1995 - Present
Education
Gannon University 1991 — 1995
Ameriprise Financial Services, Inc. February 1997 - Present
Ameriprise Financial Services,Inc. February 1997 - Present
Education
Franklin University 1970 — 1972
Associates Degree, Business Admin
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
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
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
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
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
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
Ameriprise Financial Services, Inc. October 2011 - Present
Banc of America June 1996 - October 2011
Education
Friends University 1991 — 1993
Human Resources Management, Finance
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
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
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
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
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
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
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
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
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
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™
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 2004 - Present
BNI NOVA - Business Network Int'l Northern Virginia 2007 - Present
Education
George Mason University 1998 — 2002
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
Ameriprise Financial October 1986 - Present
Ameriprise Financial Services, Inc. 1986 - Present
Education
Florida State University - College of Business 1974 — 1979
BS, Finance
Ameriprise December 1987 - Present
Ameriprise Financial Services, Inc. December 1987 - Present
Education
Florida State University
Ameriprise Financial Services, Inc. April 2007 - Present
Education
Florida State University - College of Business 2003 — 2006
BS, Finance & Real Estate Investment Analysis
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
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
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
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
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
Ameriprise Financial Services, Inc. September 2000 - Present
Education
Furman University
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.)
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