Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. September 2008 - Present
Smith Barney May 2001 - September 2008
Education
Grand Valley State University 1992 — 1997
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. August 1999 - Present
Education
Graceland University 1991 — 1995
BA, Accounting, Business Administration
Ameriprise Financial Services, Inc. August 2009 - Present
Ameriprise Financial Services, Inc. May 2000 - August 2009
Education
Georgia Institute of Technology 1993 — 1998
Bachelor
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
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
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
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
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
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
Ameriprise Financial Services, Inc. April 2009 - Present
Education
Gettysburg College 1986 — 1990
BA, Psychology and business
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
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
. 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.
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
Ameriprise Financial June 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
Education
Gettysburg College 1994 — 1998
BA, Economics & Environmental Studies
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
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
Ameriprise Financial Services, Inc. December 2003 - Present
Education
Georgia College and State University 2001 — 2002
Bachelor of Science (BS), Business Administration and Management
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
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
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
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
Ameriprise Financial Services, Inc. August 2015 - Present
Ameriprise Financial Services, Inc. March 2015 - July 2015
Infor 2001 - 2014
Education
Georgia State University
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
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
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
Ameriprise Financial Services, Inc. August 2012 - Present
H & R Block November 2004 - April 2012
Education
Grace College & Seminary 1999 — 2003
Heather Hickerson
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
Ameriprise August 1992 - Present
Ameriprise Financial Services, Inc. 1992 - 2011
Education
Grand Valley State University 1979 — 1983
BA, Accounting & Management
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. April 1996 - Present
Education
Grand Rapids Catholic Central
Grand Rapids Community College
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
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
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
Ameriprise Financial Services, Inc.
Education
Globe University-Minneapolis 2010 — 2012
Master of Business Administration (M.B.A.)
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
U.S. Bank September 2009 - Present
Ameriprise Financial Services, Inc. 1999 - 2009
Education
Grambling State University 1981 — 1984
Accounting, Bachelor of Science, 3.0
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
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
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)
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