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
Nicholas Powers Nicholas Powers Mishawaka, Indiana Details
Nicholas Powers's Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
Country Heritage Credit Union   October 2004 - April 2012

Skills
Attention to Detail, Client Management, Relationship Building, Ability to Listen, Analytical, Client Relationships, Decision-making, Ethical character, Responsiveness, Risk Management, Strategic Planning

Education
Grand Valley State University   2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.9

Lake Michigan College   1998 — 2000
3.6

Buchanan High School   1994 — 1998
3.5

Stephanie Riley-Dudzinski Stephanie Riley-Dudzinski Las Vegas, Nevada Area Details
Stephanie Riley-Dudzinski's Ameriprise Financial Services, Inc. Experience April 2012 - February 2014
Job Consumer Services Professional
Industry Consumer Services
Experience
Bank of America  July 2015 - Present
Xerox  February 2014 - April 2015
Ameriprise Financial Services, Inc.   April 2012 - February 2014
Credit One Bank  December 1995 - October 2011

Skills
Team Management, 10 Key, Typing, Call Centers, Customer Satisfaction, Customer Service

Education
Grambling State University   1988 — 1994
Criminal Justice

Philip Nelson Philip Nelson Tampa, Florida Details
Philip Nelson's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Merrill Lynch  June 2011 - January 2014
Self Employed  July 2009 - June 2011
HSN  January 2005 - July 2009
CVS Caremark Corporation  August 2004 - January 2005
Eckerd  November 1978 - August 2004

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Equities, Securities, Fixed Income, Investment Strategies, Alternative Investments, Uniform Combined State..., Fixed Annuities, 401k, Bonds, IRAs, Insurance, 401k Rollovers, Life Insurance, Financial Advisory, Finance, Financial Services, Wealth, Asset Management, Estate Planning, Convertible Arbitrage, Investment Management, Municipal Bonds, Risk Assessment, Risk Management, Stocks, Financial Planning

Education
Georgia State University   1981 — 1983
Bachelor of Business Administration (BBA), Marketing and Economics, 4.0 GPA

Clayton State University   1979 — 1981
Associate of Arts (AA), Business Administration and Management, General

Tim Rockstad Tim Rockstad Minneapolis, Minnesota Details
Tim Rockstad's Ameriprise Financial Services, Inc. Experience March 2012 - May 2013
Job Manager Knowledge Management at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Unisys  January 2014 - July 2015
Ameriprise Financial Services, Inc.   March 2012 - May 2013
Ameriprise Financial  September 2010 - March 2012
Ameriprise Financial Services, Inc.   December 2007 - September 2010
Ameriprise Financial Services, Inc.   October 2004 - December 2007

Skills
Process Management, Process Improvement, Technical Writing, Documentation, Knowledge Management, Content Management, Leadership, Series 7, Series 63, Series 6, Writing, Software Documentation, Requirements Gathering, Financial Services, Editing, Vendor Management, Mutual Funds, Management, Team Leadership, Insurance, Business Requirements

Education
Gordon Conwell Theological Seminary   1986 — 1992
MA, Theology

Multnomah Bible College   1981 — 1985
BS, Biblical Education

Wichita State University   1980 — 1985
N/A, General

Nicholas Campanile, CFP®, CRPC® Nicholas Campanile, CFP®, CRPC® Greater New York City Area Details
Nicholas Campanile, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
UBS Wealth Management  December 2010 - June 2013
UBS  June 2007 - December 2010
Navigant Consulting, Inc  May 2006 - July 2006
RBC Financial Group  May 2005 - August 2005
Deal Country Club   June 1998 - June 2004

Education
Gettysburg College   2003 — 2007
B.A, Management

Monmouth Regional

Guy Moore, CRPC® AAMS® Guy Moore, CRPC® AAMS® Douglasville, Georgia Details
Guy Moore, CRPC® AAMS®'s Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2011 - Present
Douglas County Bank  March 1985 - August 2011

Education
Georgia State University   1981 — 1985
Business, Finance and Financial Management Services

Colleen Bruce Colleen Bruce Rockville, Maryland Details
Colleen Bruce's Ameriprise Financial Services, Inc. Experience May 2005 - August 2005
Job Associate at Booz Allen Hamilton
Industry Hospital & Health Care
Experience
Booz Allen Hamilton  December 2013 - Present
National Business Coalition on Health  January 2012 - November 2013
Centers for Medicare and Medicaid Services  June 2010 - December 2011
Centers for Medicare and Medicaid Services  January 2009 - June 2010
US Department of Health and Human Services  August 2007 - December 2008
Terhaar, Archibald, Pfefferle & Griebel, LLP   May 2006 - June 2007
William Mitchell College of Law  June 2005 - December 2006
Ameriprise Financial Services, Inc.   May 2005 - August 2005
William Mitchell College of Law  August 2004 - May 2005
Washington Legal Foundation  May 2003 - February 2004

Skills
Health care policy, Value-based purchasing, Federal government..., Legal Writing, Health Care Systems, Legal Research, Government, Federal Government..., Strategic Planning, Fundraising, Analysis, Policy, Public Policy

Education
William Mitchell College of Law   2004 — 2007
Doctor of Law (J.D.)

Gettysburg College   1999 — 2003
Bachelor of Arts (B.A.), Political Science

Fridley High School

Fridley High School

Alexis Siegel Alexis Siegel Greater Grand Rapids, Michigan Area Details
Alexis Siegel's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Event Coordinator
Industry Marketing and Advertising
Experience
Grand Rapids Harley-Davidson  April 2015 - Present
OsborneKlein Financial   September 2014 - April 2015
Pfeiffer Infiniti   May 2014 - September 2014
Independent Contractor  January 2011 - April 2014
Ameriprise Financial Services, Inc.   January 2013 - May 2013
Grand Rapids Community College  January 2011 - January 2012

Skills
Microsoft Excel, Customer Service, Management, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Project Planning, Research, Outlook, Social Media, Data Entry, Teamwork, Financial Planning, Finance, English, Windows, Teaching

Education
Grand Valley State University   2012 — 2014
Bachelor’s Degree, Finance, General, 3.4

Grand Rapids Community College   2010 — 2012
Associate of Science (A.S.), General Studies, 3.6

Manka Kaur Manka Kaur Atlanta, Georgia Details
Manka Kaur's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2005 - Present
American Express Financial Advisors  June 2001 - August 2005
Reznick Group  August 2000 - June 2001
IBM  April 1996 - March 1998

Education
Georgia State University   1995 — 2000
Bachelor's degree, Finance, General

Ben Kragt Ben Kragt Greater Grand Rapids, Michigan Area Details
Ben Kragt's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Branch Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present
Smith Barney  May 2001 - September 2008

Education
Grand Valley State University   1992 — 1997

Thomas Faatz Thomas Faatz Minneapolis, Minnesota Details
Thomas Faatz's Ameriprise Financial Services, Inc. Experience March 2011 - October 2012
Job Internal Sales Representative at Ryerson
Industry Mining & Metals
Experience
Ryerson  May 2014 - Present
Robert Half Legal  January 2013 - May 2014
Robert Half Legal  January 2013 - May 2014
Ameriprise Financial Services, Inc.   March 2011 - October 2012
Ameriprise Financial  January 2008 - March 2011
Ameriprise Financial  May 2007 - December 2007

Skills
Investments, Customer Service, Business Writing, Management, Training, Time Management, Project Management, Security, Internal Audit, Financial Analysis, Banking, Risk Management, Business Analysis, Analysis, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Sales, Teamwork, Creative Writing, Finance, Insurance, Real Estate, Inventory Management, Negotiation, Sales Management

Education
Globe University-Minneapolis   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Minnesota School of Business-Plymouth   2008 — 2011
Bachelor's degree, Business Administration and Management, General

Steven L Brenner Steven L Brenner Greater Atlanta Area Details
Steven L Brenner's Ameriprise Financial Services, Inc. Experience April 2009 - February 2014
Job Investments Consultant
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Rad Sales Solutions   February 2014 - February 2015
Ameriprise Financial Services, Inc.   April 2009 - February 2014
Merrill Lynch  June 1998 - April 2009

Skills
Finance, Retirement Planning, Financial Planning, Leadership, Insurance, Management, Wealth Management, Portfolio Management, Series 7, Investments

Education
Georgia State University

Gary Frazier Gary Frazier Las Vegas, Nevada Area Details
Gary Frazier's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Performance Consultant
Industry Sports
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Sports Management Worldwide  December 2014 - Present
Apex Funrun   January 2014 - Present
Gold's Gym  January 2013 - Present
Hertz  March 2011 - January 2014
Marcus & Millichap  February 2013 - March 2013
DriveTime  September 2012 - February 2013
Blaine Warren Advertising  January 2011 - April 2011

Skills
Customer Service, Fitness, Microsoft Excel, Microsoft Office, Microsoft Word, Nutrition, Outlook, PeopleSoft, PowerPoint, Public Speaking, Sales, Sports, Strength Training, Teaching, Training, Leadership, Coaching, Event Planning, Team Building, Leadership Development, Management, Personal Training, Fundraising, Fitness Training, Athletics, Staff Development, Human Resources, Marketing, Time Management

Education
National University   2013 — 2015
Sports Management, Master of Arts in Performance Psychology

Sports Management Worldwide   2014 — 2014
Sports Management, General Manager and Scouting

Grambling State University   2004 — 2010
Bachelors of Science, Business Management

Sidney Baker, CRPC® Sidney Baker, CRPC® Denver, Colorado Details
Sidney Baker, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2013 - September 2014
Job The Provider of Insights on Financial Markets
Industry Financial Services
Experience
OppenheimerFunds  September 2014 - Present
Ameriprise Financial Services, Inc.   September 2013 - September 2014
Ameriprise Financial Services, Inc.   July 2011 - September 2013
Fannie Mae  August 2009 - February 2011

Skills
Finance, Valuation, Financial Advisory, Real Estate, Retirement, Insurance, Retirement Planning, Stocks, Mutual Funds, Direct Sales, International Business, Wholesale, Strategic Communications, Investments, Hedge Funds, ERISA, Bonds, ETFs, Relationship Management, Business Development, Wealth Management, Financial Markets, Financial Planning

Education
Georgetown University - The McDonough School of Business   2005 — 2009
B.S, Finance & Marketing

Jill Greiner Jill Greiner Grandville, Michigan Details
Jill Greiner's Ameriprise Financial Services, Inc. Experience December 2005 - Present
Job Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2005 - Present

Skills
Microsoft Excel, Customer Service, Microsoft Word, Recruiting, PowerPoint, Microsoft Office, Accounts Payable, Onboarding, Outlook, Event Management, Data Entry, Administrative..., Office Management

Education
Grand Valley State University   2000 — 2004
Bachelor of Arts (B.A.), Business/Managerial Economics

Justin Lawson Justin Lawson Saint Paul, Minnesota Details
Justin Lawson's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Client Service Manager of True Colors Financial at Ameriprise Financial Services, Inc.
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Len  September 2014 - September 2015
Grand Rapids Adventist Academy   October 2012 - August 2014
The Connection Ministries   April 2014 - July 2014
The Home Depot  July 2012 - August 2013
University Club of Grand Rapids  April 2011 - October 2012
Andrews University  September 2009 - April 2010

Skills
Advertising, Presentations, Teamwork, Customer Service, PowerPoint, Event Planning, Sales, Research, Facebook, Social Networking, Social Media, Public Speaking, Public Relations, Marketing, Microsoft Office, Microsoft Word, Marketing Strategy, Blogging, Photoshop, Copywriting, Market Research

Education
Grand Valley State University   2010 — 2015
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication

Grand Valley State University   2010 — 2015
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication

Dale Wingo Dale Wingo Las Vegas, Nevada Details
Dale Wingo's Ameriprise Financial Services, Inc. Experience November 2011 - March 2013
Job Representative at Primerica
Industry Financial Services
Experience
Primerica  April 2013 - Present
Ameriprise Financial Services, Inc.   November 2011 - March 2013
Lucky's Race and Sports Book   September 2011 - November 2011
National Male Medical Clinics   February 2010 - September 2011

Skills
Nevada State Life..., Series 7, Series 66

Education
Grambling State University   1990 — 1992
Criminal Justice

Shane Dillon Shane Dillon Roswell, Georgia Details
Shane Dillon's Ameriprise Financial Services, Inc. Experience 2012 - 2012
Job Music Composer, Producer, and Engineer
Industry Financial Services
Experience
Ameriprise Financial Services  January 2010 - Present
SouthEast Link  January 2010 - Present
Country Club of Roswell  January 2009 - Present
Percussionist, St. Matthew/St. Gabriel Catholic Church   January 2009 - Present
Coalition Tunes   January 2006 - Present
Ameriprise Financial Services, Inc.   2012 - 2012
Caterer, Peach of a Party Catering Services   January 2008 - January 2009

Skills
Music Production, Music Industry, Music Composition, Managing Events, Piano Playing, Drums, Music Software

Education
Georgia State University   2007 — 2012
Bachelor of Business Administration, Marketing

North Springs High School   2002 — 2006

Piyush Sahoo Piyush Sahoo Minneapolis, Minnesota Details
Piyush Sahoo's Ameriprise Financial Services, Inc. Experience May 2012 - April 2015
Job Enterprise Performance Management Architect
Industry Financial Services
Experience
Centroid Systems  April 2015 - Present
Ameriprise Financial Services, Inc.   May 2012 - April 2015
Tata Consultancy Services  November 2010 - May 2012

Skills
Hyperion Financial..., Hyperion Planning, Hyperion EPM, Hyperion Enterprise, Red Hat Linux, Unix Shell Scripting, Business Intelligence, Network Security, Oracle, PL/SQL, SDLC, Microsoft SQL Server, Requirements Analysis, C, SQL, Shell Scripting, HTML, Linux, MySQL, Software Development, Business Analysis, Microsoft Office, XML

Education
Georgia Institute of Technology   2015 — 2017
Master of Science (M.S.), Computer Engineering

Elizabeth Chafin Elizabeth Chafin Washington, District Of Columbia Details
Elizabeth Chafin's Ameriprise Financial Services, Inc. Experience September 2006 - September 2007
Job PADI Scuba Instructor
Industry Public Relations and Communications
Experience
Georgetown University  September 2007 - August 2014
Ameriprise Financial Services, Inc.   September 2006 - September 2007

Skills
Event Planning, Public Speaking, Qualitative Research, Nonprofits, Writing, Public Relations, Program Development, Strategic Communications, Data Analysis, Digital Communication, Social Media Marketing, Microsoft Office, Fundraising, Email Marketing, Creative Strategy, Benefits Communication, Editing, Project Management, Event Management, Marketing Communications, Health Communication, Employee Wellness..., Wellness, Employee Benefits, Human Resources, Internal Communications, Wellness Programming, Employee Relations, Integrated Marketing, Health Insurance, Audio Editing, Digital Media, Digital Marketing, Multimedia Marketing..., Press Releases, Web Content Management, Stakeholder Management, Stakeholder Engagement, Web Analytics, Online Marketing..., Benefits Administration, Timeline Development, Fact Sheets, Spokesperson, Expectations Management, VIP management, Community Engagement, Employee Engagement, Scuba Diving Instruction, Scuba Diving

Education
Utila Dive Center   2014 — 2014
PADI Open Water Scuba Instructor, scuba instruction

Georgetown University   2011 — 2013
Master of Professional Studies, Public Relations & Corporate Communication

St. Lawrence University   2002 — 2006
Bachelor of Arts (B.A.), Sociology, Religious Studies

Adam Faber, CFP® Adam Faber, CFP® Bellingham, Washington Details
Adam Faber, CFP®'s Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Financial Advisor with the practice of Thomas Bajema, CFP, MBA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2008 - Present
St John Glass   July 2002 - December 2008
Wieden + Kennedy  October 1999 - July 2002
F/V Buffalo, Bristol Bay, Alaska   June 1994 - July 1998

Education
Gonzaga University - School of Business Administration   1994 — 1998
Bachelor of Arts, Finance, Economics

Robert Van Leer Robert Van Leer Greater Philadelphia Area Details
Robert Van Leer's Ameriprise Financial Services, Inc. Experience May 2015 - August 2015
Job Intern at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc.   May 2015 - August 2015
The Shipley School  June 2012 - July 2014

Skills
Social Media, Public Speaking, Nonprofits, Fundraising, Event Planning, Research, Social Networking, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Time Management

Education
Gettysburg College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Penncrest High School   2008 — 2012

Katie Hoxsie Katie Hoxsie Greater Grand Rapids, Michigan Area Details
Katie Hoxsie's Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Paraplanner at HS&C Wealth Management, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present
Glik's  1998 - 2004
Pando Winter Sports Park   1996 - 1997

Education
Grand Rapids Community College   2000 — 2003
Associate in Business Administration, 3.651

Scott Falkowitz, CLTC Scott Falkowitz, CLTC Lutherville Timonium, Maryland Details
Scott Falkowitz, CLTC's Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2004 - Present
Merrill Lynch  May 1999 - April 2004

Education
Goucher College   1995 — 1999
Bachelor of Arts (B.A.), Finance & International Business

Jonathan Steinman, JD, LL.M. Jonathan Steinman, JD, LL.M. Portland, Maine Area Details
Jonathan Steinman, JD, LL.M.'s Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present
Harborview Investments   2005 - 2008
Prudential Securities/Wachovia Securities  1993 - 2005

Education
University of California, Irvine   1973 — 1977
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Golden Gate University
Master of Laws (LL.M.), Taxation

Golden Gate University
Doctor of Law (J.D.), Tax Law/Taxation

Anthony Sposato Anthony Sposato Greater New York City Area Details
Anthony Sposato's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Financial Advisor, Managing Director at Sposato & Associates,a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Wells Fargo  January 1998 - September 2011
Wells Fargo Advisors  January 1998 - September 2011

Education
Gordon College   1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Harrison High School, Harrison NY 10528

Jon Safko Jon Safko Atlanta, Georgia Details
Jon Safko's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Financial Planning Specialist at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Edward Jones  April 2014 - March 2015
AirWatch by VMware  June 2013 - January 2014
Ryder System, Inc.   November 2010 - May 2013
Enterprise Rent-A-Car  October 2009 - September 2010

Skills
Series 7, Series 66, Uniform Combined State..., Variable Products, accident, life &..., Accident Insurance, Life Insurance, Life & Health Insurance..., Sales, CRM, Finance, New Business Development, Management, Customer Retention, Asset Management, Investments, Sales Process, Volunteering

Education
Georgia State University   2004 — 2009
Bachelor of Science (B.S.)

Kate Samuel Kate Samuel Raleigh-Durham, North Carolina Area Details
Kate Samuel's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Putnam Investments  August 2011 - August 2012
Putnam Investments  May 2005 - August 2011
Putnam Investments  2004 - May 2005
Putnam Investments  2003 - 2004
Localtel   August 2002 - November 2003

Skills
Series 63, Series 7, Series 65, Series 6, Mutual Funds, Investments, Customer Relations, FINRA, Word, Call Center, Microsoft Office, Customer Service, Outlook, Social Media, Client Service, Asset Allocation, Marketing, Call Centers, Client Services, Financial Services, Relationship Management, Management

Education
Gordon College   1998 — 2002
Bachelor's Degree, Psychology and Business

Lancaster University   2000 — 2000
Bachelor's Degree, Psychology and Business

Dublin Christian Academy
High School

Heather Harger-Coates Heather Harger-Coates Ludington, Michigan Details
Heather Harger-Coates's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Event Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Chef Johns European Cafe & Bakery   May 2013 - Present
Staybridge Suites® Hotels  2008 - 2009

Skills
Social Media, Event Planning, Marketing, Customer Service, Social Media Marketing, Event Management

Education
Grand Rapids Community College   2004 — 2006

Ted Segal Ted Segal United States Details
Ted Segal's Ameriprise Financial Services, Inc. Experience June 2006 - September 2007
Job
Industry Financial Services
Experience
Resource Real Estate  January 2011 - Present
Resource Real Estate  September 2007 - January 2011
Ameriprise Financial Services, Inc.   June 2006 - September 2007

Skills
Investment Properties, Real Estate, Real Estate Transactions, Real Estate Economics, Loans, Asset Management, Commercial Real Estate, Property Management, Investments, Brokerage, Selling, Real Estate Development, Financial Services, Alternative Investments, Real Estate Financing, Retirement Planning, Finance, Portfolio Management, Wealth Management, Retirement

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.), Economics and Business Management

Langston Washington Langston Washington Richmond, Virginia Details
Langston Washington's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
SunTrust Bank  September 2013 - March 2014
SunTrust Bank  May 2013 - September 2013
Springleaf Financial Services  January 2013 - April 2013

Skills
Morningstar, CRM, ThomsonOne, Selling, Customer Service, Social Networking, Outlook, Cold Calling, Business Development, Business Planning, PowerPoint, Microsoft Word, Customer Retention, Microsoft Excel, Financial Analysis, Sales Operations, New Business Development, Customer Satisfaction, Social Media Marketing, Account Management, Building Relationships, Windows, AS400 system, B2B Marketing, Phone Skills, Answering Phones, Data Entry, Vendor Management, Vendor Relationships, Consumer Lending, Wire Transfers, IRAs, Certificates of Deposit, Money Market Accounts, Sales, Relationship Building

Education
Old Dominion University   2008 — 2012
B.A. Management, Public Administration; Business Administration- Management

Glenville State College   2007 — 2008
Management, Business Administration

Middlesex High School   2003 — 2007
Advanced Diploma, High School/Secondary Diplomas and Certificates

Zac Redmon Zac Redmon Raleigh-Durham, North Carolina Area Details
Zac Redmon's Ameriprise Financial Services, Inc. Experience September 2011 - January 2012
Job Account Manager at NetApp
Industry Information Technology and Services
Experience
NetApp  April 2015 - Present
NetApp  September 2014 - April 2015
DraftServ Technologies LLC   March 2014 - July 2014
Securities Compliance Management   November 2012 - January 2013
Mitman, Reese, and Associates   January 2012 - May 2012
Ameriprise Financial Services, Inc.   September 2011 - January 2012

Skills
NetApp Filers, Data Storage..., Cloud Storage, Finance, Morningstar, Investments, Securities, Marketing, Social Media, Social Networking, Customer Service, Acting, Client Services, Portfolio Management, Mutual Funds, Client Service, SharePoint, Client Engagement, Musical Theatre, Energy Economics, Economics, Macroeconomics, Capital Asset Pricing..., Black Scholes Valuation, CRM, Valuation, Financial Analysis, Trading

Education
Georgia State University - J. Mack Robinson College of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

South Forsyth High   2005 — 2009

Elizabeth Johnson Elizabeth Johnson New York, New York Details
Elizabeth Johnson's Ameriprise Financial Services, Inc. Experience December 2009 - January 2012
Job Supervisor at Carat USA
Industry Marketing and Advertising
Experience
Carat USA  April 2014 - Present
Carat USA  September 2013 - April 2014
M&C Saatchi Mobile  March 2013 - September 2013
M&C Saatchi Mobile  January 2012 - 2013
Ameriprise Financial Services, Inc.   December 2009 - January 2012
Cartoon Network  May 2009 - August 2009

Skills
Public Relations, Writing, Editing, Microsoft Office, Customer Relations, Social Media, Customer Service, Media Planning, Media Buying, Mobile Advertising, Mobile Marketing, Mobile Trends, Blogging, Marketing, Advertising, Social Media Marketing, Digital Media, Digital Marketing, Online Marketing, Google Analytics, Integrated Marketing, Marketing Strategy, Online Advertising, Digital Strategy, New Media, Facebook, Email Marketing, SEM, Mobile Devices, Google Adwords, PPC, SEO, Direct Marketing, Interactive Marketing, Marketing Communications, Analytics, Lead Generation, Media Strategy, Rich Media

Education
Georgia Southern University   2005 — 2009
Bachelor of Arts, English, Creative Writing

Georgia State University   2009 — 2009

Daniel DeWitt, CFP®, MBA Daniel DeWitt, CFP®, MBA Greater Grand Rapids, Michigan Area Details
Daniel DeWitt, CFP®, MBA's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Financial Advisor at HS&C WEALTH MANAGEMENT A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
H & S Wealth Management, LLC   July 2007 - January 2010
Macatawa Bank  March 2004 - June 2007
Morgan Stanley Dean Witter  January 2001 - February 2004
The MONY Group  June 2000 - January 2001
United States Marine Corps  October 1994 - June 2000

Education
Grand Valley State University   2005 — 2009
MBA

Michigan State University   1990 — 1994
BA, Business Administration

Jason Anderson, CFP Jason Anderson, CFP Kansas City, Missouri Area Details
Jason Anderson, CFP's Ameriprise Financial Services, Inc. Experience August 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 1999 - Present

Education
Graceland University   1991 — 1995
BA, Accounting, Business Administration

Joseph (Jake) Fink, CFP, CRPC, APMA Joseph (Jake) Fink, CFP, CRPC, APMA Lexington, Kentucky Area Details
Joseph (Jake) Fink, CFP, CRPC, APMA's Ameriprise Financial Services, Inc. Experience August 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2009 - Present
Ameriprise Financial Services, Inc.   May 2000 - August 2009

Education
Georgia Institute of Technology   1993 — 1998
Bachelor

Damien Paumi Damien Paumi Mount Arlington, New Jersey Details
Damien Paumi's Ameriprise Financial Services, Inc. Experience November 2009 - March 2010
Job Director of Wealth Management and Planning at Nisivoccia
Industry Financial Services
Experience
Nisivoccia Wealth Advisors LLC   April 2010 - Present
Financial Planning Association of New Jersey   December 2014 - Present
FPANJ   2008 - December 2012
FPA of New Jersey   January 2008 - December 2010
Ameriprise Financial Services, Inc.   November 2009 - March 2010
Ameriprise Financial Services, Inc.   2008 - November 2009
Ameriprise Financial Services, Inc.   February 2004 - February 2008
American Express Financial Advisors  July 2001 - February 2004

Skills
Retirement Planning, Saving for Education, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Investments, 401k, Asset Allocation, Employee Stock Options, Domestic Partner..., Financial Goals, Financial Services, Investment Strategies, Financial Planners, Securities, Series 63, Leadership, Insurance, Mutual Funds

Education
Leadership NJ   2009 — 2010

Gettysburg College   1997 — 2001
Bachelor of Science (BS), Biochemistry and Molecular Biology & Spanish

St Margaret McTernan   1985 — 1997
Bachelor of Science (BS), Biochemistry and Molecular Biology

Dan Chang, CFP® Dan Chang, CFP® San Francisco Bay Area Details
Dan Chang, CFP®'s Ameriprise Financial Services, Inc. Experience November 2003 - Present
Job Financial Advisor Managing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2003 - Present
Wall Street Financial Group  January 1999 - January 2003
Bank of the West  December 1998 - December 1999

Education
Golden Gate University   2000 — 2002
Ceriticate, Financial Planning

Golden Gate University   1998 — 2002
BS, Finance

Gregory Sikes Gregory Sikes Statesboro, Georgia Details
Gregory Sikes's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Bulloch County Schools  August 1982 - May 2011

Education
Georgia Southern University
BSED, Health and Physical Education/Fitness

Georgia Southern University
Master of Education (MEd), Health and Physical Education/Fitness

Phillip Kuyers Phillip Kuyers Greater Grand Rapids, Michigan Area Details
Phillip Kuyers's Ameriprise Financial Services, Inc. Experience Wireless Installation SpecialistInternet 20002000 - 2005
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Wireless Installation SpecialistInternet 20002000 - 2005

Education
Grand Valley State University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Mark Pollak, CFP® Mark Pollak, CFP® Washington D.C. Metro Area Details
Mark Pollak, CFP®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor, Managing Director at The Pollak Group, a Financial Advisory Practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present

Skills
Education Planning, Small Business Planning, Employee Benefits, Protection Planning, Risk Management, Public Speaking

Education
Gettysburg College   1996 — 2000
Economics

Lake Braddock High School

Joseph Gehringer Joseph Gehringer Cincinnati Area Details
Joseph Gehringer's Ameriprise Financial Services, Inc. Experience February 2005 - March 2007
Job Portfolio Specialist
Industry Financial Services
Experience
Fidelity Investments  March 2007 - Present
Ameriprise Financial Services, Inc.   February 2005 - March 2007

Skills
Retirement, Asset Allocation, 401k, Investment Advisory, Fixed Annuities, Investment Strategies, Financial Advisory, Uniform Combined State..., Insurance, Alternative Investments, Pensions, Finance, Estate Planning, Life Insurance, FINRA, Series 6, Bloomberg, Financial Modeling, IRAs, Mortgage Lending

Education
Gordon College (GA)   1994 — 1997

Brian Eisenman Brian Eisenman Florham Park, New Jersey Details
Brian Eisenman's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present

Education
Gettysburg College   1986 — 1990
BA, Psychology and business

Brandon G. Sanders Brandon G. Sanders Greater Chicago Area Details
Brandon G. Sanders's Ameriprise Financial Services, Inc. Experience April 2005 - June 2007
Job Executive Director at The Rally Point Program, NFP
Industry Program Development
Experience
Wounded Warrior Project  April 2013 - Present
The Rally Point Program, NFP   January 2012 - Present
National Association of Insurance and Financial Advisors  June 2009 - September 2013
VALIC Financial Advisors, Inc.   September 2010 - January 2012
COUNTRY Financial  June 2009 - July 2010
The American Legion  June 2008 - July 2010
Westside Ministers Coalition   2010 - 2010
NUL/CUL   2005 - 2010
MassMutual Financial Group  June 2007 - June 2009
Ameriprise Financial Services, Inc.   April 2005 - June 2007

Skills
Recruiting, Insurance, Wealth Management, Grant Writing, Program Development, Community Outreach, Event Planning, Disability Insurance, Risk Management, Retirement, Project Management, Sales, Strategic Planning, Management, Financial Planners, Life Insurance, Investments, Program Management, Nonprofits, Social Networking, Commercial Insurance, Team Building, Account Management, Public Speaking, Financial Risk, Leadership, Retirement Planning, Leadership Development, Long-term Care, Finance, Small Business, Customer Service, Strategic Financial..., Budgets, Fixed Annuities

Education
Governors State University   2013 — 2016
Master of Social Work (MSW), Holistic Treatment and Behavioral Health, 3.8

Governors State University   2011 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies Social Work Addiction Studies, 3.9

Southern Illinois University, Carbondale   1990 — 1993
B&A Human Resources Management

Terrence Adams Terrence Adams Atlanta, Georgia Details
Terrence Adams's Ameriprise Financial Services, Inc. Experience January 2010 - April 2010
Job Senior Financial Analyst (Strategy & Research) at Turner Broadcasting System
Industry Financial Services
Experience
Turner Broadcasting System  January 2015 - Present
Turner Broadcasting System  February 2014 - December 2014
Turner Broadcasting  March 2012 - February 2014
Bank of America  July 2011 - December 2011
Georgia State University  January 2010 - December 2010
Cost Plus World Market  October 2008 - December 2010
Bank of America Merrill Lynch, New York, NY   June 2010 - August 2010
Ameriprise Financial Services, Inc.   January 2010 - April 2010

Skills
Financial Analysis, Financial Modeling, Analysis, Strategic Planning, Strategy, Finance, Management, Microsoft Office, Microsoft Excel, Valuation, Sales, Portfolio Management, PowerPoint, Customer Service, Competitive Analysis, Investments, Research, Public Speaking

Education
The University of Georgia   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Georgia State University - J. Mack Robinson College of Business   2009 — 2010
Bachelor Of Business Administration, Finance

LaGuardia Community College   2006 — 2008
Associate of Science, Engineering

Doug Traverso Doug Traverso Washington D.C. Metro Area Details
Doug Traverso's Ameriprise Financial Services, Inc. Experience November 2005 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
.   October 2011 - Present
AXA Equitable  April 2007 - March 2011
Ameriprise Financial Services, Inc.   November 2005 - April 2007

Skills
Professional Chef

Education
Gettysburg College
B.A., Political Science & History

Manasquan H.S.

Nate Pugliese, CFP®, ChFC®, CLU® Nate Pugliese, CFP®, ChFC®, CLU® Greater New York City Area Details
Nate Pugliese, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial Services, Inc.   November 2009 - January 2013
Ameriprise Financial Services, Inc.   March 2005 - December 2009
Ameriprise Financial Services, Inc.   2001 - 2005
Ameriprise Financial Services, Inc.   1998 - 2001

Education
Gettysburg College   1994 — 1998
BA, Business Management/Economics

Wolcott High School

Rod Faghani, CFP®, ChFC® Rod Faghani, CFP®, ChFC® Washington D.C. Metro Area Details
Rod Faghani, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience September 2000 - Present
Job Financial Advisor CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2000 - Present
Lincoln Financial Advisors  October 1997 - September 2000
MassMutual  April 1987 - October 1997

Education
Georgetown University   2001 — 2002
Executive Certificate In Financial Planning, Center for Professional Development

Joel G Janssen Joel G Janssen Portland, Oregon Area Details
Joel G Janssen's Ameriprise Financial Services, Inc. Experience May 2009 - May 2010
Job Officer, Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2012 - Present
UBS  June 2012 - October 2012
JHS Capital Advisors, Inc.   April 2012 - June 2012
Sunset Science Park Federal Credit Union   April 2011 - June 2012
Paulson Investment Company  October 2010 - April 2012
Ameriprise Financial  May 2010 - October 2010
Ameriprise Financial Services, Inc.   May 2009 - May 2010
Smith Barney  November 2007 - 2008
The Private Consulting Group  January 2002 - November 2007

Education
Gonzaga University   1991 — 1995
Bachelor of Business Administration, Marketing

Amber Breckenridge Amber Breckenridge Greater Atlanta Area Details
Amber Breckenridge's Ameriprise Financial Services, Inc. Experience May 2011 - May 2012
Job Operations Assembler at Google
Industry Internet
Experience
Google  December 2012 - Present
Adecco Group  July 2012 - December 2012
Ameriprise Financial Services, Inc.   May 2011 - May 2012
Bill Spalding Wealth Management   February 2006 - January 2011
Neighborhood Dining Group   April 2004 - February 2006
Caribou Coffee Company  February 2002 - December 2003
Pacific Sunwear  July 1999 - March 2002

Skills
Sales, Microsoft Office, Customer Service

Education
Georgia Perimeter College   1999 — 2001
Associate, General

Jarrett B. Topel, CFP®, MSFP Jarrett B. Topel, CFP®, MSFP Berkeley, California Details
Jarrett B. Topel, CFP®, MSFP's Ameriprise Financial Services, Inc. Experience November 2002 - December 2009
Job Wealth Manager/CERTIFIED FINANCIAL PLANNER at Topel & DiStasi Wealth Management
Industry Financial Services
Experience
Topel & DiStasi Wealth Management   December 2009 - Present
Golden Gate University  June 2009 - Present
Ameriprise Financial Services, Inc.   November 2002 - December 2009
American Express Financial Advisors  September 1999 - November 2002

Skills
Financial Planning, Wealth Management, Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Investment Management, Socially Responsible..., Education Funding, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Financial Services, Investment Advisory, 401k, Investments, Asset Allocation, Certified Financial..., Finance, Securities, Estate Planning, Mutual Funds, Series 7, Personal Finance

Education
Golden Gate University   2005 — 2008
Masters of Science in Financial Planning, Financial Planning

University of California, Berkeley   1997 — 2000
Certified Financial Planner, Personal Financial Planning

San Francisco State University   1995 — 1998
Bachelor of Science in Finance, Finance

Lan Shen, CFP Lan Shen, CFP Greater Los Angeles Area Details
Lan Shen, CFP's Ameriprise Financial Services, Inc. Experience 2004 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Lan Wealth Management, Inc.,   January 2008 - Present
Ameriprise Financial Services, Inc.   2004 - 2009
CIFCO Futures Co. Ltd   1993 - 2000

Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Asset Management

Education
Golden Gate University   2002 — 2005
Master, Financial Planning

Hunter Tuttle Hunter Tuttle Norwich, Vermont Details
Hunter Tuttle's Ameriprise Financial Services, Inc. Experience May 2008 - May 2011
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Tuck School of Business at Dartmouth College  August 2015 - Present
Willowridge Partners   March 2013 - May 2015
Morgan Stanley  July 2011 - March 2013
Ameriprise Financial Services, Inc.   May 2008 - May 2011
Students of Georgetown, Inc.   September 2007 - May 2011

Skills
Financial Modeling, Financial Analysis, Bloomberg, Capital Markets, Finance, Valuation, Investments, Portfolio Management, Fixed Income, Investment Banking, Series 7, Equity Research, Due Diligence, Equities

Education
The Tuck School of Business at Dartmouth   2015 — 2017
Master of Business Administration (M.B.A.), General Management

Georgetown University   2007 — 2011
BSBA, Accounting, International Business

lorena velasquez lorena velasquez Miami/Fort Lauderdale Area Details
lorena velasquez's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc.   December 2013 - Present
TD  April 2013 - December 2013
SunTrust Mortgage  April 2010 - July 2013

Skills
FHA, Mortgage Banking, Mortgage Lending, VA loans, Refinance, Real Estate, Referrals, Sellers, Investments, Relocation, Residential Mortgages, Loan Origination, Loans, FHA financing, USDA, Credit, Consumer Lending, Banking, Credit Analysis

Education
Goldey Beacom College   2000 — 2004
Bachelor's degree, International Business

Donnie Robinson, CFP®, CRPS® Donnie Robinson, CFP®, CRPS® Greater Atlanta Area Details
Donnie Robinson, CFP®, CRPS®'s Ameriprise Financial Services, Inc. Experience July 2005 - August 2006
Job Associate Advisor
Industry Financial Services
Experience
Atlanta Financial   August 2006 - Present
Ameriprise Financial Services, Inc.   July 2005 - August 2006

Skills
Wealth Management, Retirement Planning, Financial Analysis, Insurance, Leadership, Investments, Senior Retirement..., Legacy Planning, Gen X & Gen Y Planning

Education
Georgia Southern University   2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance

Donald Bakke Donald Bakke Washington D.C. Metro Area Details
Donald Bakke's Ameriprise Financial Services, Inc. Experience 1985 - 1994
Job Tax M&A Principal at EY
Industry Accounting
Experience
EY  March 2011 - Present
US Treasury  September 2008 - March 2011
Ernst & Young  May 1998 - September 2008
Bureau of National Affairs  May 1995 - September 1998
Ameriprise Financial Services, Inc.   1985 - 1994

Skills
Tax Law, Mergers & Acquisitions, Restructuring, International Tax, Income Tax, Tax, Corporate Tax, Due Diligence, Tax Accounting, Mergers, Tax Advisory, Tax Research, Cross-border..., IRS, US Tax, SEC filings, Tax Returns

Education
Georgetown University Law Center   1996 — 1999
LL.M.

William Mitchell College of Law   1992 — 1995
J.D.

North Central University   1984 — 1989
BS

Eric H. Chism, CPA Eric H. Chism, CPA Decatur, Alabama Details
Eric H. Chism, CPA's Ameriprise Financial Services, Inc. Experience February 2005 - November 2005
Job Staff Accountant at Wear, Howell, Strickland, Quinn & Law
Industry Accounting
Experience
Wear, Howell, Strickland, Quinn & Law   October 2013 - Present
Moore Colson  January 2013 - September 2013
Allstate Financial  March 2009 - April 2010
E*TRADE Financial  February 2006 - March 2009
Ameriprise Financial Services, Inc.   February 2005 - November 2005
Tennessee Valley Recycling   October 2002 - January 2005

Skills
Investments, Life Insurance, Retirement Planning, Financial Advisory, Wealth Management, US GAAP, Tax, Carpentry, Automotive, Home Repairs, Metals Recycling, Lightning Protection

Education
University of Alabama   2000 — 2002
Bachelor of Business Administration (BBA), Finance, Investment Management

Georgia State University   2010 — 2011
Post Baccalaureate, Accounting, 3.23

Keller Graduate School of Management of DeVry University   2011 — 2012
Masters level studies in Accounting

Kelsey Beyer Kelsey Beyer Cincinnati Area Details
Kelsey Beyer's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Staff Accountant at Mercy Health
Industry Accounting
Experience
Mercy Health (formerly Catholic Health Partners)   June 2014 - Present
Champion Window Mfg.  June 2013 - June 2014
Champion Window Mfg.  December 2012 - June 2013
Lake Michigan Credit Union  January 2012 - November 2012
Lake Michigan Credit Union  August 2011 - January 2012
Lake Michigan Credit Union  August 2010 - August 2011
Ameriprise Financial Services, Inc.   June 2010 - August 2010

Skills
Excel, Banking, Accounting, Access, Microsoft Office, Word, PowerPoint, Data Entry, Data Analysis, Financial Analysis, Financial Reporting, QuickBooks, Outlook, Payroll, Microsoft Word, Customer Service, CPA, Finance, Analysis

Education
Grand Valley State University   2010 — 2011
Master's of Science, Accounting, 3.7

Grand Valley State University   2005 — 2008
Bachelor of Arts, English Language and Literature, 3.9

Avez Maredia Avez Maredia Greater Atlanta Area Details
Avez Maredia's Ameriprise Financial Services, Inc. Experience August 2010 - December 2010
Job Accounting Analyst at GeorgiaPacific LLC
Industry Building Materials
Experience
Georgia-Pacific LLC - Building Products   June 2012 - July 2013
Georgia-Pacific LLC - Consumer Products   December 2011 - June 2012
Ameriprise Financial Services, Inc.   August 2010 - December 2010

Skills
Financial Planning, Microsoft Office, Financial Analysis, SAP, Financial Reporting, Financial Modeling, Forecasting, Strategic Planning, Strategic Financial..., Cash Management, Management, Budgets, Leadership, Banking, Accounting, Analysis, Process Improvement

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2011
Bachelor of Business Administration, Finance and Accounting

Suzanne V. Smith Suzanne V. Smith Houston, Texas Details
Suzanne V. Smith's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Manager of Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
New England Financial, A MetLife Company  July 2011 - February 2013
MetLife  March 2010 - August 2011
MetLife  February 2008 - March 2010
NEXT Financial Group, Inc  April 2007 - February 2008

Skills
Insurance, Training, Auditing, Management, Recruiting, Business Continuity..., Process Improvement, Strategic Financial..., Retirement Planning, Human Resources, Life Insurance, Risk Management, Financial Services, Leadership

Education
Grand Valley State University   1999 — 2002
Business Administration, Business Management / Marketing

Brett Saide, CFP®, CMFC®, CLTC® Brett Saide, CFP®, CMFC®, CLTC® Greater Boston Area Details
Brett Saide, CFP®, CMFC®, CLTC®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor at The GW Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2002 - Present

Education
Certified Financial Planner Board of Standard, Inc.
CFP ®, Financial Planning

College for Financial Planning   2002 — 2003
CMFC

Northeastern University   1997 — 2002
BS in Finance and Insurance

Great Neck South High School   1993 — 1997

Certification in Long-Term Care
Certification in Long-Term Care, Finance

Goldsmiths, University of London
Arts and Sciences

Kinjal Reddy, MBA Kinjal Reddy, MBA Atlanta, Georgia Details
Kinjal Reddy, MBA's Ameriprise Financial Services, Inc. Experience August 2005 - December 2005
Job Director of Finance at First Advantage
Industry Human Resources
Experience
First Advantage  December 2014 - Present
GE Power & Water  January 2011 - December 2014
ABM Industries  July 2010 - January 2011
Hewlett-Packard  May 2008 - July 2010
Chimere Designs / Brilliant Diamonds   January 2006 - May 2008
Ameriprise Financial Services, Inc.   August 2005 - December 2005
Xavier University School of Medicine  August 2004 - August 2005

Skills
Oracle E-Business Suite, Financial Reporting, Business Intelligence, Sarbanes-Oxley Act, Financial Analysis, Finance, Strategic Financial..., Access, Accounting, Forecasting, SAP, Financial Modeling, Internal Audit, ERP, Variance Analysis, Business Analysis, Hyperion, Cash Management, Business Process..., Managerial Finance, Revenue Recognition, US GAAP, JD Edwards, Internal Controls, Due Diligence, Cost Accounting, Visio, Microsoft Office, General Ledger, Project Management, Consolidation, Auditing, Change Management, Six Sigma, Oracle Project..., Oracle General Ledger, Oracle Accounts..., Oracle Accounts Payable, Oracle Purchase Order, Account Reconciliation, Balance Sheet, Trial Balance, Intercompany..., Oracle Fusion Middleware, Informatica, Cognos, Financial Planning

Education
University of Georgia - Terry College of Business   2011 — 2013
Masters in Business Administration, Accounting

Georgia State University - J. Mack Robinson College of Business   2002 — 2005
Bachelors in Business Administration, Finance

Rhonda Schwartz Rhonda Schwartz Greater Minneapolis-St. Paul Area Details
Rhonda Schwartz's Ameriprise Financial Services, Inc. Experience April 2002 - October 2006
Job Managing Principal at Oceanview PM, LLC
Industry Nonprofit Organization Management
Experience
Oceanview PM, LLC   September 2007 - Present
Allianz Life  November 2006 - May 2007
Ameriprise Financial Services, Inc.   April 2002 - October 2006
Fortis Financial Group (now Hartford)   January 1993 - April 2001

Education
Georgetown University   1976 — 1980

Paola Kovacic Paola Kovacic Norcross, Georgia Details
Paola Kovacic's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Business Development Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Ameriprise Financial  January 2011 - July 2012
Ameriprise Financial Services, Inc.   January 2010 - December 2010
Ameriprise Financial Services, Inc.   February 2008 - December 2009
Armani Exchange  July 2006 - February 2008
SEPHORA  May 2005 - July 2006
Victoria's Secret  March 2003 - January 2005

Skills
Fluent in Spanish and..., Management, Leadership, Customer Service, Sales, Training

Education
The University of Georgia   2000 — 2002

Georgia Perimeter College   1998 — 2000
Foreign Languages and Literatures, General

Ashley Wroten Ashley Wroten Greater Minneapolis-St. Paul Area Details
Ashley Wroten's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Associate Counsel at Ameriprise Financial Services, Inc.
Industry Law Practice
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
Ameriprise Financial  October 2013 - July 2014
Financial Industry Regulatory Authority  July 2012 - October 2013
Snyder Kearney LLC  May 2011 - June 2012
FINRA  January 2011 - May 2011
Cohen, Snyder Eisenberg & Katzenberg, PA   September 2009 - May 2010

Skills
Legal Research, Securities, Securities Litigation, Securities Regulation, Commercial Litigation, Legislative Relations, Corporate Law, Legal Writing, Westlaw, Civil Litigation, Lexis, Criminal Law, Legal Issues, Courts, Trials, Appeals, Document Review, Mediation, Intellectual Property, Litigation, International Law, Licensing

Education
Georgetown University Law Center   2010 — 2011
LL.M., Securities and Financial Regulation

University of Baltimore School of Law   2007 — 2010
J.D., Business Law

Towson University   2003 — 2007
B.S., Political Science

Michael Byard Michael Byard Washington D.C. Metro Area Details
Michael Byard's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2009 - Present

Education
Golden Gate University   1974 — 1976
MBA, Management/Finance

University of Southern California   1971 — 1973
BS, Management/Finance

Sam Mikdadi Sam Mikdadi Washington D.C. Metro Area Details
Sam Mikdadi's Ameriprise Financial Services, Inc. Experience 1989 - 1994
Job Project Controls Manager in Transition
Industry Management Consulting
Experience
In Transition  July 2015 - Present
Fluor  September 2012 - July 2015
Bechtel  February 2000 - September 2012
Parsons  April 1998 - February 2000
Consolidated Contractors Company  February 1994 - December 1997
Ameriprise Financial Services, Inc.   1989 - 1994
Bechtel Power Corporation  1985 - 1989

Skills
Costing, Budgeting, Forecasting, Strategic Planning, Contract Management, Supervisory Skills, Excel, Budgets, Target Costing, Microsoft Excel, Project Planning, Project Management, Primavera P6, Project Control, Cost Engineering, Cost Management, Construction, MS Project, Program Management, EPC, Civil Engineering, CPM Scheduling, Project Estimation, Engineering Change..., Change Management, Construction Management, Project Engineering, Procurement, FEED, Pipelines, Engineering, Earned Value Management, Petrochemical, Petroleum, WBS, Quality Assurance, Risk Management, Six Sigma, Mining, Process Scheduler, Cost Control, Microsoft Project

Education
Lehigh University
BS, Mechanical Engineering

Golden Gate University
MBA, Financial Management

Vaudry Tre' Clinkscale Vaudry Tre' Clinkscale Bethesda, Maryland Details
Vaudry Tre' Clinkscale's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job AUTHOR at AuthorHouse
Industry Accounting
Experience
AuthorHouse  January 2015 - Present
Ameriprise Financial Services, Inc.   June 2014 - Present
PwC  January 2010 - October 2013
Merrill Corporation  December 2008 - December 2010
Morrison & Foerster LLP  May 2006 - December 2008
Aegon  March 2004 - July 2006
Fannie Mae  January 2000 - February 2004
Bureau of Labor Statistics  January 1999 - January 2000
National Academy of Sciences  June 1998 - January 1999

Skills
Microsoft Office, Microsoft Excel, Management, Training, Invoicing, Accounting, Data Entry, Outlook, Customer Service, Microsoft Word, Lotus Notes, Program Management, Networking, Marketing, Databases, Filing, Logistics, Records Management, Finance, Litigation Support, Published Author

Education
Grand Canyon University   2013 — 2017
Bachelor of Arts (BA), Film/Cinema/Video Studies, Junior

University of Phoenix   2009 — 2011
Associates Credits transfered to Grand Canyon University, Business Administration and Management, General / Communications, Sophmore

University of Phoenix   2007 — 2011
Associates, Communications

Kyle Randall Kyle Randall Austin, Texas Area Details
Kyle Randall's Ameriprise Financial Services, Inc. Experience 2007 - 2010
Job Event Coordinator at Double A Events
Industry
Experience
219West   August 2012 - Present
Cinetics LLC   December 2014 - August 2015
Double A Events  2015 - 2015
Double A Events  2015 - 2015
Austin Music Foundation  August 2012 - June 2013
Teach For America  2010 - 2012
Ameriprise Financial Services, Inc.   2007 - 2010

Education
University of Michigan School of Education   2010 — 2012

Georgia Southern University - College of Business Administration   2006 — 2010
Bachelor of Business Administration (BBA), Marketing

Jared Kinne Jared Kinne Farmington, Michigan Details
Jared Kinne's Ameriprise Financial Services, Inc. Experience May 2014 - September 2014
Job USGA P.J. Boatwright Intern
Industry Sports
Experience
Golfers Association of Michigan   April 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - September 2014
Country Club of Lansing  April 2008 - August 2014
Courtyard by Marriott Downtown Grand Rapids   November 2013 - May 2014
UPS  November 2012 - April 2013
J and D Lawn Services   April 2006 - October 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Leadership, Sales, Data Entry, Public Relations, Data Analysis, Coaching, Market Research, Strategic Planning, Analysis, Financial Analysis, Social Networking, Time Management

Education
Grand Valley State University   2013 — 2017

Lansing Community College   2012 — 2013

Kirby C. Smith, JD, MBA Kirby C. Smith, JD, MBA Lutherville Timonium, Maryland Details
Kirby C. Smith, JD, MBA's Ameriprise Financial Services, Inc. Experience 2011 - Present
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2011 - Present
Loyola University Maryland  January 2006 - Present
Wells Fargo Advisors  January 2004 - October 2011
Morgan Stanley  January 1998 - January 2004
Alex. Brown & Sons   January 1979 - January 1998

Education
University of Baltimore School of Law   1975 — 1979
J.D, Law

The George Washington University   1974 — 1975
Masters of Business Administration, Finance & Investments

Georgetown University   1970 — 1974
B.S.B.A, Finance

Garari Mikel, CFP®, CRPC® Garari Mikel, CFP®, CRPC® Washington, District Of Columbia Details
Garari Mikel, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2007 - January 2008
Job Founder/President at SAM Phinancial
Industry Financial Services
Experience
SAM Phinancial   September 2014 - Present
TD Ameritrade  April 2008 - September 2014
Ameriprise Financial Services, Inc.   June 2007 - January 2008

Skills
Wealth Management, Investments, Mutual Funds, Series 7, Alternative Investments, Financial Planning, Mobile Technology, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Asset Management, Series 63

Education
Georgetown University
Financial Planning and Services

Virginia Commonwealth University
Bachelor's Degree, Finance, General

Timothy Clifford CFP® Timothy Clifford CFP® Orlando, Florida Area Details
Timothy Clifford CFP®'s Ameriprise Financial Services, Inc. Experience January 2009 - July 2012
Job Financial Advisor and Managing Partner Core Wealth Consultants Our goal is to help people invest. Even better.
Industry Financial Services
Experience
Brendanwood Financial   May 2015 - Present
Core Wealth Consultants   September 2012 - Present
Ameriprise Financial Services, Inc.   January 2009 - July 2012
H&R Block Financial Advisors  February 1999 - December 2008
Charles Schwab  April 1990 - January 1999

Education
Governors State University   1985 — 1987
BA, Liberal Arts

Vincennes University   1976 — 1978
AS, Business Management

Allyson Moravec Allyson Moravec Greater Minneapolis-St. Paul Area Details
Allyson Moravec's Ameriprise Financial Services, Inc. Experience January 2014 - December 2014
Job Events Coordinator at RiverSource
Industry Financial Services
Experience
RiverSource  December 2014 - Present
Ameriprise Financial Services, Inc.   January 2014 - December 2014
Tree Trust  February 2013 - January 2014
Tree Trust  June 2012 - February 2013
Ameriprise Financial Services, Inc.   January 2012 - April 2012
Tree Trust  July 2011 - November 2011
Ameriprise Financial  May 2010 - August 2010
Ameriprise Financial  May 2008 - August 2008

Skills
Social Media, Event Planning, Event Management, Project Planning, Entertainment, Public Speaking, Research

Education
Illinois Wesleyan University   2007 — 2011
Bachelor of Arts, Theatre Arts

Goldsmiths, University of London   2009 — 2009
Theatre Arts

Jillian Newes Jillian Newes Hudson, Wisconsin Details
Jillian Newes's Ameriprise Financial Services, Inc. Experience October 2013 - June 2015
Job Distributer at Isagenix Distributor
Industry Marketing and Advertising
Experience
Isagenix Distributor   July 2015 - Present
Ameriprise Financial Services, Inc.   October 2013 - June 2015
Victoria's Secret  August 2013 - January 2015
Globe College  September 2011 - September 2013
Wells Fargo  April 2012 - May 2013
www.partylite.biz\jilliannewes   April 2011 - May 2012
A & J Management Inc. (Zantigo)   January 2005 - May 2011

Skills
Management, Leadership, Microsoft Office, Sales, Customer Service, Strategic Planning, Team Building, Account Management, New Business Development, Retail, Business Development, PowerPoint, Leadership Development, Microsoft Excel, Inventory Management, Microsoft Word, Networking, Public Speaking, Event Planning, Fundraising, Event Management, Public Relations, Forecasting, Customer Satisfaction, Finance, Risk Management, Business Strategy, Outlook, Human Resources, Business, Business Planning, Cash Management, Management Consulting, Strategy, Team Leadership, Training, Coaching, Marketing, Team Management

Education
University of Phoenix   2013 — 2015
Bachelor's degree, Business Management

Dale Carnegie   2001 — 2002
Completed all offered courses, Management

University of Wisconsin-Stout   1996 — 1997

Globe University

High school

Adam G Maggs Adam G Maggs Atlanta, Georgia Details
Adam G Maggs's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Paraplanner to Rick Saunders, CFP® , ChFC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
Ameriprise Financial Services, Inc.   February 2014 - September 2014
Ameriprise Financial Services, Inc.   August 2012 - February 2013
Prudential Financial  May 2012 - August 2012
Ameriprise Financial  December 2009 - May 2010
Ameriprise Financial  December 2006 - May 2007

Skills
Ethical Character, Client Relationships, Skilled Communicator, Strategic Planning, Analytical

Education
The American College of Financial Services   2013 — 2017
Certified Financial Planner

Georgia State University - J. Mack Robinson College of Business   2007 — 2012
BBA, Management

Georgia Institute of Technology   2010 — 2010

Evans High School   2002 — 2007
College Preparatory with Distinction

Devon Wood Devon Wood Washington, District Of Columbia Details
Devon Wood's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Georgetown University's McDonough School of Business  January 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - Present
McDonough School of Business Technology Center  September 2012 - Present

Skills
Technical Support, Management, Customer Service, Microsoft Office, Microsoft Excel, DCF Valuation, Financial Analysis, Research, PowerPoint, Teamwork, C++, VBA

Education
Georgetown University - The McDonough School of Business   2012 — 2016
Finance, Operations and Information Management, Computer Science

Berwick Academy   2008 — 2012

Austin Bowlin Austin Bowlin Greater Seattle Area Details
Austin Bowlin's Ameriprise Financial Services, Inc. Experience May 2009 - November 2009
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC  June 2015 - Present
PwC  September 2014 - May 2015
PwC  May 2011 - July 2013
Gonzaga University  April 2009 - July 2011
Nordstrom  June 2010 - August 2010
Ameriprise Financial Services, Inc.   May 2009 - November 2009
R. W. Bowlin Investment Solutions   2004 - 2008

Education
Gonzaga University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Majors: Accounting, Finance - Minors: Philosophy, Entrepreneurial Leadership

Dustan Luban Dustan Luban Allendale, Michigan Details
Dustan Luban's Ameriprise Financial Services, Inc. Experience September 2013 - December 2013
Job Commercial Real Estate Agent Assistant at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap  August 2015 - Present
Triune Financial, LLC   July 2015 - Present
Hungry Howie's Pizza  September 2012 - April 2015
Ameriprise Financial Services, Inc.   September 2013 - December 2013
Dematic North America  May 2012 - August 2013
Farmers Insurance  January 2012 - April 2012
Thurkettle Construction   April 2011 - August 2011

Skills
Leadership, Teamwork, Time Management, Problem Solving, Mathematics, Communication, Dedication to..., Computer Proficiency, Finance, Accounting

Education
Grand Valley State University   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Accounting, 3.59

Allendale High School   2008 — 2012
3.977

Hope College - P.A.T.H. Program   2007 — 2009

Raymond Marquez, Jr. CFP® Raymond Marquez, Jr. CFP® Raleigh-Durham, North Carolina Area Details
Raymond Marquez, Jr. CFP®'s Ameriprise Financial Services, Inc. Experience December 2004 - June 2006
Job Financial Planner and Securities Analyst
Industry Accounting
Experience
Liberty University School of Law  August 2014 - May 2015
Navy Federal Brokerage Services  November 2009 - August 2014
Fidelity Investments  September 2006 - November 2009
Ameriprise Financial Services, Inc.   December 2004 - June 2006

Skills
Retirement Planning, Certified Financial..., Strategic Financial..., Investments, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Equities, Asset Management, Long Term Care Insurance, Series 7, Series 66, Financial Accounting, Accounting, Financial Planning

Education
Liberty University School of Law   2014 — 2017
Juris Doctor (J.D.)

Keller Graduate School of Management of DeVry University   2013 — 2014
Master's degree, Accounting, 3.94, Graduated with Distinction Honor

Georgetown University   2007 — 2008
Executive Certificate, Financial Planning

James Madison University   2000 — 2004
Bachelor of Arts (BA), Economics

Jaycob Willis Jaycob Willis Hudsonville, Michigan Details
Jaycob Willis's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Willis, Trevino and Associates   July 2015 - Present
Hantz Group  January 2006 - July 2015

Education
Grand Valley State University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Dan Norris Dan Norris Orlando, Florida Details
Dan Norris's Ameriprise Financial Services, Inc. Experience July 1995 - May 2008
Job Independent Distributor at Enagic USA LLC Kangen Water
Industry Marketing and Advertising
Experience
Enagic USA LLC Kangen Water   January 2015 - Present
Forex Trading   July 2014 - Present
Dan Norris   September 2013 - Present
Independent Business Activities   January 2013 - Present
LegalShield  October 2011 - Present
Ameriprise Financial Services, Inc.   July 1995 - May 2008

Skills
Sales, Entrepreneurship, Social Networking, Marketing, Insurance, Small Business, Public Speaking, Social Media Marketing, Business Networking, Leadership, Start-ups, Team Building, New Business Development, Strategic Planning, Coaching, Marketing Strategy, Customer Service, Online Marketing, Budgets, Advertising, Online Advertising, Social Media, Web Marketing, Training, Public Relations, Management, Business, SEO, Event Management, Leadership Development, Lead Generation, Email Marketing, Team Leadership, Sales Management, Direct Sales, Business Planning, Business Development, Direct Marketing, CRM, Marketing Communications, Business Strategy, Negotiation, E-commerce, Selling, Contract Negotiation, B2B, Account Management, Fundraising, Event Planning, Strategy

Education
Georgia State University   1961 — 1967
BS, Business Administration and Marketing

Georgia Institute of Technology   1957 — 1960
Chemical Engineering and Mechanical Engineering

Georgia Southern University   1953 — 1954
Education

The University of Georgia   1950 — 1953
Pharmacy

Newton County High School   1946 — 1950
High School Diploma

Douglas Dinzik CFP® Douglas Dinzik CFP® North Palm Beach, Florida Details
Douglas Dinzik CFP®'s Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Oppenheimer & Co.   March 2007 - August 2012
UBS  2002 - 2007
Merrill Lynch  1992 - 2002

Education
Gordon College   1981 — 1986
Bachelor of Business Administration (BBA)

Gordon College   1981 — 1986
bacheior of sciencs, Business Administration and Management, General

Trevor Alexander Ross, J.D., LL.M (Tax) Trevor Alexander Ross, J.D., LL.M (Tax) Bainbridge Island, Washington Details
Trevor Alexander Ross, J.D., LL.M (Tax)'s Ameriprise Financial Services, Inc. Experience October 2010 - August 2012
Job Vice President at NUKU Asset Management
Industry Financial Services
Experience
NUKU Inc.   April 2014 - Present
Merrill Lynch  August 2012 - April 2014
Ameriprise Financial Services, Inc.   October 2010 - August 2012
Liberty Group /Law Offices of Hollander & Hollander, P.C   May 2006 - October 2010
The Myers Law Firm   February 2005 - May 2006

Skills
Estate Planning, Estate Law, Tax Law, Finance, High Net Worth..., Retirement, Trust Management, Estate Tax Planning, Asset Allocation, Succession Planning, Business Planning, Fiduciary Management, Portfolio Management, Risk Management, Tax Compliance, Life Insurance, Investment Management, Fixed Annuities, Leadership, Public Speaking

Education
Golden Gate University, School of Law   2010 — 2012
Master of Law in Taxation (LL.M.), Tax Law/Taxation, 3.0

San Francisco Law School   2003 — 2006
Juris Doctor (J.D.), Law, 3.0

San Francisco State University   1996 — 2000
Bachelor's Degree, Speech Communication and Rhetoric, 3.0

Dana Sherertz Dana Sherertz Washington D.C. Metro Area Details
Dana Sherertz's Ameriprise Financial Services, Inc. Experience 2005 - December 2005
Job Senior Executive Assistant Operations Manager
Industry Financial Services
Experience
Creative Security Systems   2009 - Present
BB&T  2006 - 2009
Ameriprise Financial Services, Inc.   2005 - December 2005
Ameriprise Financial Services, Inc.   2001 - 2005

Skills
Human Resources, Management, Account Reconciliation, Accounting, Invoicing, Financial Services, Leadership, Personnel Management, Interviews, Accounts Receivable, Budgets, Administrative..., Office Brokerage, Branch Banking, Compliance, Operations Management, Supervisory Experience, Staff Mentor, HR, Coaching Staff, Finance, Time Management, Accounts Payable, Financial Analysis, Data Entry, Insurance

Education
Germanna Community College
Liberal Arts and Sciences, General Studies and Humanities

NOVA
Accounting and Business/Management

Aaron Sharky, DDS Aaron Sharky, DDS Blue Springs, Missouri Details
Aaron Sharky, DDS's Ameriprise Financial Services, Inc. Experience 2003 - 2006
Job Dentist at Dental Excellence
Industry Medical Practice
Experience
Dental Excellence   June 2012 - Present
Ameriprise Financial Services, Inc.   2003 - 2006

Education
University of Missouri-Kansas City   2008 — 2012
Dentistry

Graceland University   1999 — 2003
Business Administration and Management, General

Kelly Levine Kelly Levine Greater Atlanta Area Details
Kelly Levine's Ameriprise Financial Services, Inc. Experience April 2002 - Present
Job Clinical Decision Support Analyst at Gwinnett Medical
Industry
Experience
Gwinnett Medical Center  December 2013 - Present
Ameriprise Financial Services, Inc.   April 2002 - Present
UnitedHealth Group  May 1995 - April 2002
New York State Department of Health  July 1994 - January 1995
HANYS  June 1990 - July 1994

Skills
Data Analysis, quality, Project Management, Process Improvement, Accreditation

Education
Georgia State University - J. Mack Robinson College of Business   1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General

State University of New York College at Oneonta   1989 — 1993
Bachelor's degree, Early Childhood Education and Teaching

Lisa Pleiness Lisa Pleiness Three Rivers, Michigan Details
Lisa Pleiness's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
Fifth Third Bank  2007 - 2014
Catholic Family Services  2006 - 2007
Tippmann Group / Interstate Warehousing  2002 - 2005

Skills
Credit, Call Centers, Banking, Customer Service, Loans, Customer Experience, Customer Satisfaction, Relationship Management, Customer Retention, CRM, Consumer Lending, Finance

Education
Grand Valley State University   1989 — 1992
Bachelor of Science (BS), Social Science

St Clair County Community College   1987 — 1989

Sam Zaretsky, CFP® Sam Zaretsky, CFP® Greater Atlanta Area Details
Sam Zaretsky, CFP®'s Ameriprise Financial Services, Inc. Experience December 2007 - May 2009
Job Regional Planning Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  March 2015 - Present
E*TRADE Financial Corporation  January 2013 - Present
Georgia Gymnastics Judges Association   2008 - Present
E*TRADE Financial  May 2011 - March 2015
Johns Creek Chamber of Commerce  January 2010 - December 2011
Young Professionals of Johns Creek   October 2009 - December 2011
Financial Partners of Johns Creek   May 2009 - May 2011
Ameriprise Financial Services, Inc.   December 2007 - May 2009
Georgia Gymnastics Academy   2000 - 2005

Skills
Strategic Financial..., Portfolio Management, Project Planning, Employee Benefits, Research, Personal Finance, Estate Planning, Financial Analysis, 401k, Strategic Planning, Small Business, Leadership

Education
The American College   2010 — 2012
Certified Financial Planning, Financial Planning and Services

Georgia State University   2000 — 2005
Bach., Business

Scott Esco, CRPC® Scott Esco, CRPC® San Francisco Bay Area Details
Scott Esco, CRPC®'s Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job Private Wealth Advisor, Managing Director, Esco, Hanan, and Associates, a private wealth advisory practice of Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2011 - Present
Esco, Hanan, and Associates   January 2010 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
Ameriprise Financial Services, Inc.   August 1997 - Present
American Express Financial Advisors  June 2002 - October 2004

Education
Golden Gate University   1995 — 1996
Finance

The Culinary Institute of America   1992 — 1994
Culinary Arts

University of Minnesota-Twin Cities   1990 — 1992
International Relations

Erinn Webb Erinn Webb Minneapolis, Minnesota Details
Erinn Webb's Ameriprise Financial Services, Inc. Experience June 2011 - November 2013
Job Client Reporting Analyst at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  November 2013 - Present
Ameriprise Financial Services, Inc.   June 2011 - November 2013
Wells Fargo Advisors  November 2010 - March 2011
John Hancock  February 2010 - September 2010
Edward Jones  May 2008 - November 2009
Ceridian  August 2006 - July 2007
Ceres Environmental Services, Inc.   August 2005 - November 2005
Cargill  November 1999 - August 2005

Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby

Education
University of St. Thomas   2012 — 2019
Master of Business Administration (MBA), Accounting and Finance

Northwestern College   1995 — 1999
BA, Marketing

Georgetown University   1997 — 1997
Certificate, American Government and Politics (United States)

Ronald Jones,AAMS Ronald Jones,AAMS Greater Atlanta Area Details
Ronald Jones,AAMS's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Rotary Johns Creek North Fulton   July 2014 - January 2015
A G Edwards & Sons, Inc.   May 2005 - September 2012
Tekplan Solutions   January 2002 - September 2004
Siebe Environmental Controls  September 1997 - October 2001
Johnson Controls  January 1995 - September 1997

Education
Georgia Institute of Technology   1968 — 1972
BS, Industrial Management

Adrienne da Cunha Adrienne da Cunha Dallas, Texas Details
Adrienne da Cunha's Ameriprise Financial Services, Inc. Experience May 2008 - September 2008
Job School Administration
Industry Education Management
Experience
Brockton Public Schools  September 2009 - August 2011
Ameriprise Financial Services, Inc.   May 2008 - September 2008
Abbott Personnel Consulting  November 2006 - August 2007

Education
Lesley University   2007 — 2008
Masters, Elementary Education

Gettysburg College   2002 — 2006
BA, Sociology

Joshua Rent Joshua Rent Portland, Maine Area Details
Joshua Rent's Ameriprise Financial Services, Inc. Experience 2009 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  June 2009 - Present
Ameriprise Financial Services, Inc.   2009 - Present

Education
Gettysburg College   1994 — 1998
BA, Economics & Environmental Studies

Greg Bravo Greg Bravo Portland, Oregon Area Details
Greg Bravo's Ameriprise Financial Services, Inc. Experience October 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2006 - Present

Skills
Classical guitarist

Education
Gonzaga University   1970 — 1973
Bachelor of Arts, History

Archbishop Mitty High School   1965 — 1969

Allen Heinecke Allen Heinecke Phoenix, Arizona Area Details
Allen Heinecke's Ameriprise Financial Services, Inc. Experience October 2005 - August 2006
Job UNIX Systems Administrator at American Express
Industry Computer Networking
Experience
CDI  July 2011 - Present
SmartPractice  March 2008 - June 2013
PayPal  August 2006 - September 2008
Ameriprise Financial Services, Inc.   October 2005 - August 2006
SmartPractice  July 2001 - October 2005
Winstar Broadband Services   July 2000 - April 2001

Skills
HP-UX, HTML, Virtualization, Unix Shell Scripting, Perl Script, System Administration, AIX, DNS, Windows, Servers, Apache, TCP/IP, Linux, ITIL, Cisco Technologies, Storage Area Networks, Data Center, Technical Support, Shell Scripting, Red Hat Linux

Education
Glendale Community College   1998 — 2000

Dallas Washburn Dallas Washburn Savannah, Georgia Area Details
Dallas Washburn's Ameriprise Financial Services, Inc. Experience December 2003 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2003 - Present

Education
Georgia College and State University   2001 — 2002
Bachelor of Science (BS), Business Administration and Management

Victor Chan Victor Chan Greater New York City Area Details
Victor Chan's Ameriprise Financial Services, Inc. Experience June 2006 - January 2008
Job Investment Banking Associate at Evercore Partners
Industry Banking
Experience
Evercore  June 2015 - Present
Citi  July 2013 - May 2015
Financial Industry Regulatory Authority  March 2010 - May 2011
Standard & Poors Financial Services LLC   February 2008 - February 2010
Ameriprise Financial Services, Inc.   June 2006 - January 2008

Education
Georgetown University - The McDonough School of Business   2011 — 2013
Masters in Business Administration

Georgetown University - The McDonough School of Business   2002 — 2006
Bachelor of Science, Finance & Marketing

The Chinese University of Hong Kong   2004 — 2005
Non-Degree, International Studies Program

Blake Sanders Blake Sanders Greater Atlanta Area Details
Blake Sanders's Ameriprise Financial Services, Inc. Experience January 2005 - May 2005
Job Director of Acquisitions & Sr. Asset Manager at Sylvan Road Capital
Industry Real Estate
Experience
Sylvan Road Capital   August 2013 - Present
Starwood Waypoint Residential Trust  April 2013 - August 2013
24 Asset Management  January 2010 - February 2013
Chrisley Asset Management  March 2006 - July 2008
Countrywide Home Loans - Full Spectrum   September 2005 - March 2006
Ameriprise Financial Services, Inc.   January 2005 - May 2005
Morgan Keegan & Co.   June 2004 - August 2004

Skills
Contract Negotiations, REO, Real Estate, Foreclosures, Loss Mitigation, Selling, Asset, Property Management, Valuation, Dispositions, Asset Management, Negotiation, Portfolio Management, BPO, Market Analysis, Contract Negotiation, Vendor Relations, Financial Analysis, Excel, Asset Disposition, Asset Managment, Investment Properties, Disposition, Microsoft Excel, Investors, Real Estate Transactions, Short Sales, Default, Mortgage Lending, Loans, Commercial Real Estate, Marketing, Real Estate Financing, Loan Servicing, Investments, Single Family Homes, Real Estate Economics, Brokerage, Mortgage Banking, FHA, HUD, Leases, Sales, Residential Homes, Underwriting, Appraisals, Real Estate Development, Finance, Real Property, Apartments

Education
Georgia State University - J. Mack Robinson College of Business   2003 — 2005
BBA, Finance & Real Estate

Jeffrey Himstreet Jeffrey Himstreet Greater New York City Area Details
Jeffrey Himstreet's Ameriprise Financial Services, Inc. Experience June 2008 - June 2011
Job Corporate Counsel at Prudential Investment Management, Inc.
Industry Law Practice
Experience
Prudential Investment Management, Inc.   June 2014 - Present
CIT  November 2012 - June 2014
Bingham McCutchen  2000 - November 2012
Ameriprise Financial Services, Inc.   June 2008 - June 2011
M&I Wealth Management  2005 - 2008
US Securities and Exchange Commission  1998 - 2000
North American Securities Administrators Association, Inc.   March 1995 - August 1998

Skills
Securities, Financial Services, Mutual Funds, FINRA, Corporate Governance, Corporate Law, Securities Regulation, AML, Due Diligence, Litigation, Mergers & Acquisitions, Broker-Dealer, SEC, Private Equity, Financial Regulation, Capital Markets, Investment Advisory, Hedge Funds, Risk Management, Asset Management, Anti Money Laundering

Education
Georgetown University Law Center   1996 — 1998
LLM, Financial Services

Willamette University College of Law   1990 — 1993
Doctor of Law (JD)

Willamette University   1985 — 1989
BS, Political Science, English

Greg Mattingly, CFP® Greg Mattingly, CFP® Arlington, Virginia Details
Greg Mattingly, CFP®'s Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Partner and Chief Financial Officer
Industry Financial Services
Experience
Preston Wealth Advisors   May 2012 - Present
Lara, Shull & May LLC   January 2008 - May 2012
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Retirement Planning, Wealth Management, Investment Strategies, Planning, Asset Management, Finance, Tax, Project Planning, Asset Allocation, Financial Planners, Asset Managment, Investment Advisory, Estate Planning, Wealth Management..., Investment Management, Investments, Strategic Financial..., Fixed Annuities, Series 7, 401k, Wealth, Retirement, Alternative Investments

Education
Georgetown University   2007 — 2008
Certificate, Financial Planning

University of Virginia   2001 — 2005
Bachelor's degree, Economics

Eric Pulliam Eric Pulliam Roswell, Georgia Details
Eric Pulliam's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Ameriprise Financial Services, Inc.   March 2015 - July 2015
Infor  2001 - 2014

Education
Georgia State University

Rob Suss Rob Suss Columbia, South Carolina Area Details
Rob Suss's Ameriprise Financial Services, Inc. Experience April 2009 - August 2009
Job Licensed Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2015 - Present
SunTrust Bank  July 2012 - June 2015
SunTrust Bank  November 2010 - July 2012
Chase  March 2010 - August 2010
Ameriprise Financial Services, Inc.   April 2009 - August 2009
Ameriprise Financial  June 2007 - April 2009
KIPP WAYS Academy  June 2006 - January 2007
DeKalb County School System  2003 - 2006
Teach for America / Atlanta Public Schools   2000 - 2003

Skills
Banking, Retail Banking, Business Development, CRM, Leadership, Financial Statement..., Client Relationship..., Bank Operations, Proactive Communication, Account Management, Project Management, Client Retention, Cash Handling, Banking Technology, Cash Management, Cash Flow Forecasting, Coaching

Education
Georgia State University - J. Mack Robinson College of Business   2009 — 2012
MBA, Managerial Sciences, Finance

Georgia State University   2001 — 2003
Master of Education (M.Ed.)

Vassar College   1996 — 2000
BA

Olin Cramer Olin Cramer Charleston, South Carolina Details
Olin Cramer's Ameriprise Financial Services, Inc. Experience March 2008 - October 2009
Job Business Management
Industry Wine and Spirits
Experience
Myself  February 2011 - Present
CMT Consulting, Inc.   February 2010 - February 2011
Ameriprise Financial Services, Inc.   March 2008 - October 2009
Merrill Lynch  May 2007 - September 2007

Skills
Leadership, Sales, Finance, Investments, Team Management, Outsourcing, Salesforce.com, New Business Development, Microsoft Excel, Cold Calling, Account Management, Direct Sales, Marketing Strategy, Social Media Marketing, Solution Selling, Marketing, Social Media, Strategic Partnerships, CRM, Strategic Planning

Education
Gettysburg College   2004 — 2008
BA, Business Management

Kirsti Gullickson Kirsti Gullickson Greater Minneapolis-St. Paul Area Details
Kirsti Gullickson's Ameriprise Financial Services, Inc. Experience June 1994 - June 2007
Job Marketing & Communications Consultant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1994 - June 2007
RiverSource Investments  2004 - 2007

Skills
Marketing Communications, Marketing, Email Marketing, Marketing Strategy, Internal Communications, Direct Marketing, Newsletters, Advertising, Social Media Marketing, Project Management

Education
Gonzaga University
BA, Broadcast Journalism, Communications

Gonzaga University
Bachelor of Arts (B.A.), Broadcast Journalism

Heather Hickerson Heather Hickerson Kansas City, Missouri Area Details
Heather Hickerson's Ameriprise Financial Services, Inc. Experience August 2012 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
H & R Block  November 2004 - April 2012

Education
Grace College & Seminary   1999 — 2003

Heather Hickerson

Michael Kennair, CFP® Michael Kennair, CFP® Greater Atlanta Area Details
Michael Kennair, CFP®'s Ameriprise Financial Services, Inc. Experience July 2007 - January 2010
Job Dedicated and knowledgeable financial planner with 7+ years of experience serving clients in an advisory capacity
Industry Financial Services
Experience
Bryant, Carroll & Associates   June 2010 - May 2015
Ameriprise Financial Services, Inc.   July 2007 - January 2010

Skills
Financial Advisory, Retirement, Investments, Estate Planning, Strategic Financial..., Wealth Management, Financial Planning, Finance, Mutual Funds

Education
University of Georgia - Terry College of Business   2011 — 2012
CFP® Certification Education Program

Georgia Institute of Technology   2002 — 2007
BS Management, Finance, Marketing

Georgia Institute of Technology - Georgia Tech College of Management   2002 — 2007
Bachlors, Business Management, Finance, Marketing

North Gwinnett High School

Sue Piirainen Sue Piirainen Fort Myers, Florida Area Details
Sue Piirainen's Ameriprise Financial Services, Inc. Experience 1992 - 2011
Job Certified Financial Planner, Financial Advisor with the practice of Kathy Black
Industry Financial Services
Experience
Ameriprise  August 1992 - Present
Ameriprise Financial Services, Inc.   1992 - 2011

Education
Grand Valley State University   1979 — 1983
BA, Accounting & Management

Raquel White Raquel White Greater Chicago Area Details
Raquel White's Ameriprise Financial Services, Inc. Experience October 2003 - June 2005
Job VP: Assistant Practice Administrator at Colorado Cancer Care
Industry Management Consulting
Experience
Colorado Cancer Care   May 2013 - Present
Baker Tilly Search & Staffing  January 2013 - May 2013
Bank of America Merrill Lynch  June 2007 - January 2013
Colorado Blood and Cancer Care   April 1999 - December 2012
Fannie Mae  April 2006 - March 2007
Ameriprise Financial Services, Inc.   October 2003 - June 2005
Institute of International Education  October 2001 - October 2003
webfamilies.com   June 2000 - March 2001
Wells Fargo  May 1998 - August 2000

Skills
Banking, Credit, Commercial Banking, Commercial Lending, Finance, Recruiting, Accounting, Executive Search, Customer Service, Market Research, Treasury Management, Financial Analysis, Temporary Placement, Cash Management, Financial Modeling, Financial Services, Risk Management, Corporate Finance, Capital Markets, Financial Risk, Valuation, Permanent Placement

Education
Georgetown University - The McDonough School of Business   2005 — 2007
Master of Business Administration (MBA)

University of Denver - Daniels College of Business   1997 — 2001
Bachelor of Science (BS), Accounting and Finance; Marketing

Michelle Carlsen Michelle Carlsen Greater Minneapolis-St. Paul Area Details
Michelle Carlsen's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Finance Manager at Ameriprise Financial Services, Inc.
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Convergys  August 2014 - October 2014
Stream Global Services  August 2013 - August 2014
Stream Global Services  June 2012 - August 2013
Deutsche Bank  August 2009 - June 2012
Georgetown University Alumni & Student Federal Credit Union  March 2008 - March 2009
Georgetown University Alumni & Student Federal Credit Union  November 2006 - March 2008
Online Sales Group, LLC   June 2006 - December 2006
Kasson State Bank   September 2003 - August 2005

Skills
Competitive Analysis, Analysis, Valuation, Financial Modeling, Financial Analysis, Project Management, Strategic Planning, Budgets, Leadership, Business Analysis, Business Development

Education
Georgetown University - The McDonough School of Business   2005 — 2009
Bachelor of Science (B.S.), Finance, International Business, Spanish

Universitat Pompeu Fabra   2008 — 2008
Study abroad program

Stuart Gottler Stuart Gottler Atlanta, Georgia Details
Stuart Gottler's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Branch Manager Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Morgan Stanley  June 1987 - November 2011

Skills
Business Strategy, Insurance, Series 7, Wealth Management, Series 63, Customer Service, Retirement Planning, Strategic Planning, New Business Development, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial...

Education
Georgia State University

University of Tennessee-Knoxville

Kelly Muir Kelly Muir Greater Los Angeles Area Details
Kelly Muir's Ameriprise Financial Services, Inc. Experience May 2006 - August 2006
Job Summer Associate at San Pasqual Fiduciary Trust Company
Industry Law Practice
Experience
San Pasqual Fiduciary Trust Company   2015 - Present
Garrett & Tully, APC   May 2014 - August 2014
Western Asset Management  November 2009 - May 2013
Capital Group  August 2008 - December 2008
Capital Group  May 2008 - August 2008
Ameriprise Financial Services, Inc.   May 2006 - August 2006

Skills
Valuation, Investments, Accounting, Portfolio Management, Financial Modeling, Financial Analysis, Public Speaking, Bloomberg, Equities, Asset Management, Finance, Microsoft Excel, Due Diligence, Fixed Income, Legal Research, Legal Writing

Education
Loyola Law School, Loyola Marymount University   2013 — 2016
Estate Planning

Georgetown University - The McDonough School of Business   2005 — 2009
BS, Finance, Management

Loyola High School of Los Angeles   2001 — 2005

Ramiro Sepulveda, Jr. Ramiro Sepulveda, Jr. Chesapeake, Virginia Details
Ramiro Sepulveda, Jr.'s Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Platinum Financial Planning Practice, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1997 - Present

Education
Golden Gate University
M.P.A., National Security Affairs

University of Texas
Bachelor of Science (B.S.), Engineering Science

Neel Patel, CAIA Neel Patel, CAIA Greater Minneapolis-St. Paul Area Details
Neel Patel, CAIA's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Director Alternative Investments at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Morgan Stanley Wealth Management  June 2011 - May 2013
Se-va   June 2010 - May 2011
Wells Fargo  March 2006 - March 2010

Skills
Advertising, Program Management, Marketing Strategy, New Business Development, Private Equity, Investments, Product Marketing, Portfolio Management, Email Marketing, Sales Management, Wealth Management, Due Diligence, Hedge Funds, Equities, Alternative Investments, Management, Financial Services, Asset Allocation, Asset Management, Financial Analysis

Education
Goucher College   1995 — 1999
Bachelor’s Degree, Business Finance and Management

Rafael V. Notario Rafael V. Notario Washington D.C. Metro Area Details
Rafael V. Notario's Ameriprise Financial Services, Inc. Experience June 2010 - August 2010
Job Associate at Newmark Grubb Knight Frank
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank  May 2013 - Present
Notario Stringing   January 2000 - Present
Vornado Realty Trust  August 2012 - May 2013
Arnold & Porter  June 2011 - September 2012
Georgetown University Student-Athlete Advisory Committee   May 2011 - June 2012
Big East Conference  May 2011 - June 2012
Arnold & Porter  May 2011 - August 2011
Ameriprise Financial Services, Inc.   June 2010 - August 2010

Skills
Spanish, Research, Editing, Team Motivator, Performance Improvement, Commercial Real Estate, Networking, Market Research, Writing, Real Estate Marketing, Marketing Strategy, People Skills, New Business Development, Connecting People, Interpersonal Skills, Real Estate Financing, Task Management, Time Management, Community Relations, Thinking Outside The Box, Productivity Improvement, Efficiency Improvement, French, Portuguese, Spanish translation, Spanish Legal..., Effective communicator, Financial Analysis, Real Estate, Business Strategy, Social Networking, Social Media, Event Planning, Social Skills, Due Diligence, Public Speaking, Marketing, PowerPoint, Leadership, Financial Modeling

Education
Georgetown University   2008 — 2012
B.A., American Studies, 3.47 on a 4.0 scale

The Heights School   2003 — 2008
3.97

John V Murphy John V Murphy Baltimore, Maryland Area Details
John V Murphy's Ameriprise Financial Services, Inc. Experience May 1998 - Present
Job Private Wealth Advisor, Certified Financial Planner practitioner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  June 1998 - Present
Ameriprise Financial Services, Inc.   May 1998 - Present
Ameriprise Financial Services, Inc.   May 1998 - Present

Education
Georgetown University   2001 — 2002
Certified Financial Planner, Finance and Financial Management Services

University of Baltimore   1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services

LAWRENCE MCCOY LAWRENCE MCCOY Greater Minneapolis-St. Paul Area Details
LAWRENCE MCCOY's Ameriprise Financial Services, Inc. Experience May 1998 - October 2006
Job Retirement Services Consultant at Wells Fargo
Industry Professional Training & Coaching
Experience
Wells Fargo  March 2013 - Present
FATHER Project   June 2010 - August 2012
Express Scripts  September 2009 - May 2010
Lumiere Hotel & Casino   June 2009 - March 2010
RK Management Consultants  October 2007 - July 2008
Ameriprise Financial Services, Inc.   May 1998 - October 2006
Accountemps  1997 - 1998

Skills
Motivational Speaking, Non-profits, Volunteer Training, Help Desk Support, Project Management, Community Engagement, Brokerage, Pharmacy Technicians, Occupational Health, Behavioral Health, Minnesota Early..., Missouri Board of..., Sales, Senior Data Analyst, Cash Handling Experience, Pharmacy Benefit..., Nonprofits, Team Leadership

Education
Harris-Stowe State University   2008 — 2009
Bachelor's degree, Business Administration and Management, General

Graceland University   1993 — 1995

Dawn Hausch-Cooper, CRPC® Dawn Hausch-Cooper, CRPC® Greater Detroit Area Details
Dawn Hausch-Cooper, CRPC®'s Ameriprise Financial Services, Inc. Experience April 1996 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 1996 - Present

Education
Grand Rapids Catholic Central

Grand Rapids Community College

Denny Mosson Denny Mosson Greater Grand Rapids, Michigan Area Details
Denny Mosson's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
UBS Global Asset Management  February 1983 - October 2013

Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments, Portfolio Management, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Derivatives, Investment Strategies, Valuation, Financial Modeling

Education
Grand Valley State University
Business Administration and Management, General

Keith Auyang Keith Auyang San Francisco Bay Area Details
Keith Auyang's Ameriprise Financial Services, Inc. Experience June 2006 - November 2010
Job Auditor at California State Auditor
Industry Accounting
Experience
County of Sonoma  September 2014 - Present
California State Auditor  September 2012 - September 2014
Ameriprise Financial Services, Inc.   June 2006 - November 2010
Morgan Stanley  January 2000 - May 2006

Skills
Financial Audits, Performance Auditing, Financial Accounting, Financial Services, Sales, PowerPoint, Microsoft Excel, PwC TeamMate, Personal Financial..., Financial Analysis, Financial Reporting, Strategic Financial...

Education
Golden Gate University   2010 — 2011

University of California, San Diego   1991 — 1995
B.A., Economics

Kaitlin Roe Kaitlin Roe Greater Chicago Area Details
Kaitlin Roe's Ameriprise Financial Services, Inc. Experience September 2006 - May 2009
Job Manager, Strategy & Corporate Development at Beam Suntory
Industry Wine and Spirits
Experience
Beam Suntory  July 2014 - Present
Covanta  March 2014 - Present
Covanta Energy  August 2012 - Present
Covanta Energy  July 2011 - August 2012
Credit Suisse  July 2009 - June 2011
Ameriprise Financial Services, Inc.   September 2006 - May 2009
Merrill Lynch  June 2008 - August 2008

Skills
Corporate Development, Business Strategy, Development Strategy, Mergers & Acquisitions, M&A execution, Financial Modeling, Strategic Planning, Financial Analysis, Product Development, M&A experience, Strategic Partnerships, Market Research, Corporate Finance, Valuation, Renewable Energy, Consumer Products, Investment Banking, Strategy, Finance, Analysis, Portfolio Management, Due Diligence, Management

Education
Georgetown University   2005 — 2009
B.S. B.A., Finance and Accounting

University of Oxford   2007 — 2007
Comparative Strategic Management

Taddesse Beyene Taddesse Beyene Greater Minneapolis-St. Paul Area Details
Taddesse Beyene's Ameriprise Financial Services, Inc. Experience
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.  

Education
Globe University-Minneapolis   2010 — 2012
Master of Business Administration (M.B.A.)

Stephen Vander Linde Stephen Vander Linde Davison, Michigan Details
Stephen Vander Linde's Ameriprise Financial Services, Inc. Experience 2009 - 2009
Job Sales & Service Representative at Furnitre Row
Industry Marketing and Advertising
Experience
Oak Express and Bedroom Expressions   2012 - Present
Menards  June 2011 - December 2011
Northwestern Mutual  2010 - 2010
Ameriprise Financial Services, Inc.   2009 - 2009
US Navy  July 2002 - July 2006

Education
Grand Valley State University   2009 — 2011
Business Administration, Marketing, International Business

Carolyn Owens Carolyn Owens Minneapolis, Minnesota Details
Carolyn Owens's Ameriprise Financial Services, Inc. Experience 1999 - 2009
Job Accounting Analyst at U.S. Bank
Industry Accounting
Experience
U.S. Bank   September 2009 - Present
Ameriprise Financial Services, Inc.   1999 - 2009

Education
Grambling State University   1981 — 1984
Accounting, Bachelor of Science, 3.0

Peter Szemborski Peter Szemborski Austin, Texas Details
Peter Szemborski's Ameriprise Financial Services, Inc. Experience September 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1997 - Present

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Mutual Funds, Strategic Financial..., Financial Advisory, Series 63, Investment Strategies

Education
Georgia State University
Bachelor's degree

University of Virginia
Bachelor's degree

Thomas Mergenthaler Thomas Mergenthaler Greater New York City Area Details
Thomas Mergenthaler's Ameriprise Financial Services, Inc. Experience June 2013 - August 2013
Job Student at Georgetown University The McDonough School of Business
Industry Financial Services
Experience
BMO Capital Markets  June 2014 - August 2014
Ameriprise Financial Services, Inc.   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word

Education
Georgetown University - The McDonough School of Business   2012 — 2016

Christian Brothers Academy   2008 — 2012

Megan Koepnick Megan Koepnick Greater Atlanta Area Details
Megan Koepnick's Ameriprise Financial Services, Inc. Experience September 2003 - June 2007
Job Graduate Student at GSU
Industry Hospital & Health Care
Experience
GSU  January 2015 - Present
The William Breman Jewish Home  October 2014 - Present
Comfort Keepers  November 2014 - May 2015
Sterling Estates Senior Living Community   March 2014 - October 2014
Office of the Comptroller of the Currency  January 2010 - November 2013
Samantha D. Malloy, P.A.   January 2009 - May 2009
Palm Beach Community College  August 2008 - May 2009
Ameriprise Financial Services, Inc.   September 2003 - June 2007
Ackerman, Link & Sartory, P.A.   September 2002 - July 2003
Weitz Golf International  June 2002 - July 2002

Skills
Banking, Credit Analysis, Risk Management, Financial Analysis, Compliance, AML, Asset Management, Asset Allocation, Healthcare, Gerontology, Geriatric Nursing, Investments, Anti Money Laundering

Education
Georgia State University
Master's Degree

Alliant-Georgia Medical Care Foundation
CMA

ACI
CNA-State of GA

American Red Cross-certified
BLS/CPR

Palm Beach Atlantic University
Bachelor of Science (BS)

Scott Fenning Scott Fenning United States Details
Scott Fenning's Ameriprise Financial Services, Inc. Experience March 1992 - March 1995
Job First Officer (copilot) at FedEx Express
Industry
Experience
FedEx Express  April 1998 - Present
FedEx Express  April 1995 - April 1998
Ameriprise Financial Services, Inc.   March 1992 - March 1995
US Navy  December 1982 - March 1992

Skills
Commercial Aviation, Military Aviation, Personal Financial...

Education
Georgia Institute of Technology   1978 — 1982
Bachelor of Science (BS), Industrial Management

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