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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Ameriprise Financial Services, Inc. Employees
Employee
Years
Job
Industry
Vikash Kodati Vikash Kodati's Ameriprise Financial Services, Inc. Experience August 2011 - April 2012
Job Architect for Commissions, Incentive Management, Order Management across the channels at TMobile
Industry Computer Software
Experience
FindLaw, part of Thomson Reuters April 2013 - July 2015
MetLife April 2012 - March 2013
UnitedHealthcare November 2010 - March 2013
IITG Alumni Association March 2010 - March 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
Right90 August 2010 - April 2011
Waddell & Reed April 2010 - October 2010
Aflac December 2009 - March 2010
Ameriprise Financial Services, Inc. December 2006 - November 2009
Trilogy May 2005 - November 2006
Skills
Algorithms, Solution Architecture, Machine Learning, Leadership, Strategy, Agile Methodologies, Computer Science, Python, Big Data, Distributed Systems, Software Development, CRM, SOA, Data Modeling, Java, Web Services, Design Patterns, Analysis, Product Management, Compilers, Data Science
Education
Indian Institute of Technology, Guwahati 1998 — 2002
Bachelor of Technology (B.Tech), Computer Science
Timpany 1984 — 1998
Junior High/Intermediate/Middle School Education and Teaching
FindLaw, part of Thomson Reuters April 2013 - July 2015
MetLife April 2012 - March 2013
UnitedHealthcare November 2010 - March 2013
IITG Alumni Association March 2010 - March 2013
Ameriprise Financial Services, Inc. August 2011 - April 2012
Right90 August 2010 - April 2011
Waddell & Reed April 2010 - October 2010
Aflac December 2009 - March 2010
Ameriprise Financial Services, Inc. December 2006 - November 2009
Trilogy May 2005 - November 2006
Skills
Algorithms, Solution Architecture, Machine Learning, Leadership, Strategy, Agile Methodologies, Computer Science, Python, Big Data, Distributed Systems, Software Development, CRM, SOA, Data Modeling, Java, Web Services, Design Patterns, Analysis, Product Management, Compilers, Data Science
Education
Indian Institute of Technology, Guwahati 1998 — 2002
Bachelor of Technology (B.Tech), Computer Science
Timpany 1984 — 1998
Junior High/Intermediate/Middle School Education and Teaching
Brian Scherschel's Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Office Manager: Grabovsky & Associates. A platinum financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2008 - Present
Skills
Office Management, Microsoft Excel, Administrative..., Spreadsheets, Customer Service, Calendaring, Data Entry, Travel Arrangements, Outlook, Microsoft Office, Microsoft Word
Education
Indiana University Bloomington 1995 — 2000
College of Arts and Sciences, Anthropology and Psychology
Ameriprise Financial Services, Inc. June 2008 - Present
Skills
Office Management, Microsoft Excel, Administrative..., Spreadsheets, Customer Service, Calendaring, Data Entry, Travel Arrangements, Outlook, Microsoft Office, Microsoft Word
Education
Indiana University Bloomington 1995 — 2000
College of Arts and Sciences, Anthropology and Psychology
Chris McGavisk Chris McGavisk's Ameriprise Financial Services, Inc. Experience 2009 - 2014
Job Chief Investment Officer, Portfolio Manager
Industry Financial Services
Experience
Waterford Wealth Management November 2014 - Present
Ameriprise Financial Services, Inc. 2009 - 2014
Education
Houghton College
Waterford Wealth Management November 2014 - Present
Ameriprise Financial Services, Inc. 2009 - 2014
Education
Houghton College
Domenic Gallo's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Deal Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG August 2015 - Present
Goldman Sachs June 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Norridge Park District May 2009 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
Fenwick High School 2007 — 2011
KPMG August 2015 - Present
Goldman Sachs June 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - August 2013
Norridge Park District May 2009 - August 2013
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
Fenwick High School 2007 — 2011
Janet Burke Janet Burke's Ameriprise Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor with Conrad Santiago & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2005 - Present
Gladwyne Partners LLC October 2001 - June 2003
Bluestone Capital Corp. June 1987 - October 2001
Philips, Appel & Walden, Inc. July 1986 - April 1987
Vincent, Thomas & Associates, Inc January 1986 - June 1986
De Laureal, Munroe Securities Corporation May 1985 - January 1986
Cralin & Co., Inc. October 1984 - April 1985
Lazard Freres & Co. LLC March 1982 - October 1984
Education
Hofstra University
Bachelor of Business Administration (BBA), Management
Paul D Schreiber
Paul D Schreiber
Ameriprise Financial Services, Inc. January 2005 - Present
Gladwyne Partners LLC October 2001 - June 2003
Bluestone Capital Corp. June 1987 - October 2001
Philips, Appel & Walden, Inc. July 1986 - April 1987
Vincent, Thomas & Associates, Inc January 1986 - June 1986
De Laureal, Munroe Securities Corporation May 1985 - January 1986
Cralin & Co., Inc. October 1984 - April 1985
Lazard Freres & Co. LLC March 1982 - October 1984
Education
Hofstra University
Bachelor of Business Administration (BBA), Management
Paul D Schreiber
Paul D Schreiber
Albert Braun, CFP®, MBA Albert Braun, CFP®, MBA's Ameriprise Financial Services, Inc. Experience August 2006 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2006 - Present
UBS Wealth Management August 2000 - August 2006
Smith Barney April 1988 - August 2000
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement, Asset Allocation, Investment Advisory
Education
MBA - Finance, University of Chicago, 1973-1976
Master of Business Administration (M.B.A.), Finance
Bachelor of Science - Chemical Engineering, Illinois Institute of Technology, 1965-1968
Bachelor of Science (B.S.), Chemical Engineering
Ameriprise Financial Services, Inc. August 2006 - Present
UBS Wealth Management August 2000 - August 2006
Smith Barney April 1988 - August 2000
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement, Asset Allocation, Investment Advisory
Education
MBA - Finance, University of Chicago, 1973-1976
Master of Business Administration (M.B.A.), Finance
Bachelor of Science - Chemical Engineering, Illinois Institute of Technology, 1965-1968
Bachelor of Science (B.S.), Chemical Engineering
Currey Thomas's Ameriprise Financial Services, Inc. Experience December 2014 - May 2015
Job Financial Advisor in Training
Industry Financial Services
Experience
First Command Financial Services June 2015 - Present
Ameriprise Financial Services, Inc. December 2014 - May 2015
USF Holland Inc. May 2014 - August 2014
Jos. A. Bank Clothiers November 2013 - January 2014
Skills
Microsoft Excel, Leadership, Financial Analysis, Microsoft Office, Outlook, Public Speaking, Time Management, PowerPoint, Teamwork, QuickBooks, Finance, Customer Satisfaction, Microsoft Word, Research, Social Media, Data Entry, Payroll, Accounts Payable, Customer Service, FMS, Account Reconciliation
Education
Hope College 2011 — 2015
Bachelor's Degree, Accounting and Business Management, Senior
First Command Financial Services June 2015 - Present
Ameriprise Financial Services, Inc. December 2014 - May 2015
USF Holland Inc. May 2014 - August 2014
Jos. A. Bank Clothiers November 2013 - January 2014
Skills
Microsoft Excel, Leadership, Financial Analysis, Microsoft Office, Outlook, Public Speaking, Time Management, PowerPoint, Teamwork, QuickBooks, Finance, Customer Satisfaction, Microsoft Word, Research, Social Media, Data Entry, Payroll, Accounts Payable, Customer Service, FMS, Account Reconciliation
Education
Hope College 2011 — 2015
Bachelor's Degree, Accounting and Business Management, Senior
Anthony VanHollebeke Anthony VanHollebeke's Ameriprise Financial Services, Inc. Experience June 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1996 - Present
Education
Idaho State University 1994 — 1995
Bachelor of Business Administration (B.B.A.)
Washington State University - College of Business and Economics 1988 — 1993
Bachelor of Arts (B.A.)
Ameriprise Financial Services, Inc. June 1996 - Present
Education
Idaho State University 1994 — 1995
Bachelor of Business Administration (B.B.A.)
Washington State University - College of Business and Economics 1988 — 1993
Bachelor of Arts (B.A.)
Dasola Ekunseitan Dasola Ekunseitan's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job ...
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Hennepin County September 2013 - March 2014
Hope College May 2010 - August 2013
Watts Learning Center Charter Schools May 2013 - May 2013
Hope College December 2011 - May 2013
Holland is Ready May 2012 - August 2012
Hope College August 2011 - May 2012
Skills
Retail Sales, Intergroup Dialogue, Conflict Management, Conflict Resolution, Creative Writing, Creative Concept Design, Customer Service, Women's Retail, Mentoring, Leadership, Microsoft Office, Lotus Notes, Leadership Development, Teaching, Event Planning, Public Speaking, Research
Education
Hope College 2009 — 2013
"Black Women's Communication Studies" Major
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services, Inc. August 2014 - Present
Hennepin County September 2013 - March 2014
Hope College May 2010 - August 2013
Watts Learning Center Charter Schools May 2013 - May 2013
Hope College December 2011 - May 2013
Holland is Ready May 2012 - August 2012
Hope College August 2011 - May 2012
Skills
Retail Sales, Intergroup Dialogue, Conflict Management, Conflict Resolution, Creative Writing, Creative Concept Design, Customer Service, Women's Retail, Mentoring, Leadership, Microsoft Office, Lotus Notes, Leadership Development, Teaching, Event Planning, Public Speaking, Research
Education
Hope College 2009 — 2013
"Black Women's Communication Studies" Major
Satyajit Pattadar Satyajit Pattadar's Ameriprise Financial Services, Inc. Experience February 2011 - 2014
Job Account Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions November 2003 - Present
Cognizant Technology Solutions 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - 2014
Ceridian March 2008 - January 2011
BNY Mellon November 2003 - April 2008
GE Healthcare July 2002 - November 2003
TCS 2000 - 2003
Skills
SDLC, Unix, Software Project..., Requirements Analysis, Business Analysis, Solution Architecture, Databases, Enterprise Architecture, Java Enterprise Edition, Agile Methodologies, Vendor Management, SQL, Software Development, Agile Project Management, Requirements Gathering, Management, IT Strategy, Global Delivery, Program Management, Pre-sales, Six Sigma, Business Intelligence, EDI, Tax, Oracle, ERP, Retail Banking, Deposits, General Ledger, SAS70, CMMI, Benefits Administration, Mercator, Datastage 8.1, C++, Visual C++, SSIS, SSRS, Data Mapping, Rules Engines, ANSI C, Microsoft Word, Microsoft Excel, Project Planning, CA Clarity, Planview Enterprise, TFS, Perl Script, Awk, ETL
Education
Indian Institute of Management, Calcutta 2006 — 2007
PGCBM, General Management
Indian Institute of Technology, Kharagpur 1996 — 2000
B. Tech. (Hons.), Instrumentation & Electronics
Cognizant Technology Solutions November 2003 - Present
Cognizant Technology Solutions 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - 2014
Ceridian March 2008 - January 2011
BNY Mellon November 2003 - April 2008
GE Healthcare July 2002 - November 2003
TCS 2000 - 2003
Skills
SDLC, Unix, Software Project..., Requirements Analysis, Business Analysis, Solution Architecture, Databases, Enterprise Architecture, Java Enterprise Edition, Agile Methodologies, Vendor Management, SQL, Software Development, Agile Project Management, Requirements Gathering, Management, IT Strategy, Global Delivery, Program Management, Pre-sales, Six Sigma, Business Intelligence, EDI, Tax, Oracle, ERP, Retail Banking, Deposits, General Ledger, SAS70, CMMI, Benefits Administration, Mercator, Datastage 8.1, C++, Visual C++, SSIS, SSRS, Data Mapping, Rules Engines, ANSI C, Microsoft Word, Microsoft Excel, Project Planning, CA Clarity, Planview Enterprise, TFS, Perl Script, Awk, ETL
Education
Indian Institute of Management, Calcutta 2006 — 2007
PGCBM, General Management
Indian Institute of Technology, Kharagpur 1996 — 2000
B. Tech. (Hons.), Instrumentation & Electronics
Emma Porter's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Impact!, Communications Inc. April 2013 - December 2013
Skills
Project Coordination, Public Relations, Strategic Communications, Social Media, Marketing Communications, Event Planning, Event Management, Project Planning, Corporate Communications, Internal Communications, Nonprofits, Program Management, Media Relations, Microsoft Office, Healthcare, Adobe Acrobat, Web Content Management, Customer Service, Advertising, Outlook
Education
Hope College 2007 — 2011
Bacehlor of Arts, Psychology and Neuroscience
St. Charles East High School
Ameriprise Financial Services, Inc. January 2014 - Present
Impact!, Communications Inc. April 2013 - December 2013
Skills
Project Coordination, Public Relations, Strategic Communications, Social Media, Marketing Communications, Event Planning, Event Management, Project Planning, Corporate Communications, Internal Communications, Nonprofits, Program Management, Media Relations, Microsoft Office, Healthcare, Adobe Acrobat, Web Content Management, Customer Service, Advertising, Outlook
Education
Hope College 2007 — 2011
Bacehlor of Arts, Psychology and Neuroscience
St. Charles East High School
Roshan Selladurai's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job CoFounder at Foodraisers
Industry Information Technology and Services
Experience
Foodraisers May 2015 - Present
Peloton Wealth Strategists June 2015 - Present
Nielsen Company June 2014 - August 2014
ANFORA September 2013 - May 2014
Bank of America Merrill Lynch August 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Kelley School of Business January 2012 - August 2012
Skills
Microsoft Office, Research, Team Leadership, Writing, Investments, Data Analysis, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, 4.00
Foodraisers May 2015 - Present
Peloton Wealth Strategists June 2015 - Present
Nielsen Company June 2014 - August 2014
ANFORA September 2013 - May 2014
Bank of America Merrill Lynch August 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Kelley School of Business January 2012 - August 2012
Skills
Microsoft Office, Research, Team Leadership, Writing, Investments, Data Analysis, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science in Business, 4.00
Lyndell Senior Lyndell Senior's Ameriprise Financial Services, Inc. Experience February 2002 - August 2005
Job VP Senior Branch Manager at HSBC
Industry Financial Services
Experience
HSBC 2013 - Present
HSBC Commercial Banking January 2007 - April 2013
HSBC January 2005 - January 2007
Ameriprise Financial Services, Inc. February 2002 - August 2005
Skills
Relationship Management, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Financial Services, Fixed Annuities, Investments, Leadership, Loans, Portfolio Management, Retail Banking, Small Business Lending, Team Leadership, Team Building, Customer Service, Mortgage Lending, Microsoft Office, Marketing, Strategic Financial...
Education
City University of New York City College 1990 — 1995
Bachelor of Arts (B.A.), Communication and Media Studies
Howard University 1987 — 1990
HSBC 2013 - Present
HSBC Commercial Banking January 2007 - April 2013
HSBC January 2005 - January 2007
Ameriprise Financial Services, Inc. February 2002 - August 2005
Skills
Relationship Management, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Financial Services, Fixed Annuities, Investments, Leadership, Loans, Portfolio Management, Retail Banking, Small Business Lending, Team Leadership, Team Building, Customer Service, Mortgage Lending, Microsoft Office, Marketing, Strategic Financial...
Education
City University of New York City College 1990 — 1995
Bachelor of Arts (B.A.), Communication and Media Studies
Howard University 1987 — 1990
Charles Albrecht, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience January 1999 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1999 - Present
Education
Hofstra University
B.B.A., Finance
Ameriprise Financial Services, Inc. January 1999 - Present
Education
Hofstra University
B.B.A., Finance
Jonathan Lindstrom Jonathan Lindstrom's Ameriprise Financial Services, Inc. Experience 2008 - 2008
Job M.Div Candidate at Southeastern Baptist Theological Seminary
Industry Religious Institutions
Experience
Bayview Baptist Church February 2012 - June 2013
Bayview Baptist Church April 2008 - June 2013
West Paces Hotel Group February 2011 - June 2012
Ameriprise Financial Services, Inc. 2008 - 2008
Skills
Public Speaking, Microsoft Office, Event Planning, Customer Service, Editing
Education
Southeastern Baptist Theological Seminary 2011 — 2015
M.Div., Christian Ministry
Hillsdale College 2002 — 2006
Bachelor of Arts (B.A.), History
Bayview Baptist Church February 2012 - June 2013
Bayview Baptist Church April 2008 - June 2013
West Paces Hotel Group February 2011 - June 2012
Ameriprise Financial Services, Inc. 2008 - 2008
Skills
Public Speaking, Microsoft Office, Event Planning, Customer Service, Editing
Education
Southeastern Baptist Theological Seminary 2011 — 2015
M.Div., Christian Ministry
Hillsdale College 2002 — 2006
Bachelor of Arts (B.A.), History
Kyle Hannes's Ameriprise Financial Services, Inc. Experience March 2005 - May 2006
Job Vice President; Global Treasury Sales at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2012 - June 2015
Bank of America Merrill Lynch August 2007 - December 2011
Ilios Partners August 2006 - August 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Institutions, Banking, Process Improvement, Project Management, Treasury Management, Global Cash Management, Cash-flow Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA, Economics
Gilmour Academy 1998 — 2000
Lake Forest Academy 1996 — 1998
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2012 - June 2015
Bank of America Merrill Lynch August 2007 - December 2011
Ilios Partners August 2006 - August 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Institutions, Banking, Process Improvement, Project Management, Treasury Management, Global Cash Management, Cash-flow Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA, Economics
Gilmour Academy 1998 — 2000
Lake Forest Academy 1996 — 1998
Tara Goncalves's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Client Relationship Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Bayview Loan Servicing, LLC January 2015 - June 2015
Rita's Italian Ice March 2009 - October 2014
Law Offices of Jeffrey S. Nowak September 2013 - December 2013
Rita's Italian Ice August 2011 - September 2012
Skills
Management, Retail, Sales, Training, Time Management, Customer Service, Food Service, Teamwork, Leadership, PowerPoint, Inventory Management, Microsoft Word, Microsoft Excel, Microsoft Office, Restaurants
Education
Holy Family University 2010 — 2014
Business Management with a Concentration in Marketing, Business, Graduate
Conwell-Egan Catholic High School 2006 — 2010
Ameriprise Financial Services, Inc. July 2015 - Present
Bayview Loan Servicing, LLC January 2015 - June 2015
Rita's Italian Ice March 2009 - October 2014
Law Offices of Jeffrey S. Nowak September 2013 - December 2013
Rita's Italian Ice August 2011 - September 2012
Skills
Management, Retail, Sales, Training, Time Management, Customer Service, Food Service, Teamwork, Leadership, PowerPoint, Inventory Management, Microsoft Word, Microsoft Excel, Microsoft Office, Restaurants
Education
Holy Family University 2010 — 2014
Business Management with a Concentration in Marketing, Business, Graduate
Conwell-Egan Catholic High School 2006 — 2010
Danielle Kinsella Danielle Kinsella's Ameriprise Financial Services, Inc. Experience January 2011 - March 2012
Job Operations Accountant at WhiteWave Foods
Industry Accounting
Experience
The WhiteWave Foods Company April 2015 - Present
The University of Chicago January 2015 - April 2015
The University of Chicago September 2012 - December 2014
The University of Chicago April 2012 - August 2012
Ameriprise Financial Services, Inc. January 2011 - March 2012
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Asset Allocation, Investments, Retirement Planning, Retirement, Mutual Funds, Insurance, Securities, Portfolio Management, MS Excel Pivot Tables, Microsoft Excel, Business Objects, FAS, OMB Circular A-133, Federal Grants..., Financial Reporting, Non-profit..., NIH, Standards Compliance, Contract Management, Grant Administration, Budget Reconciliation, Account Management, Accounting, Financial Accounting, Cost Accounting, Finance, Clinical Research, Budget Setting, Accounts Receivable, Account Reconciliation, Lotus Notes, Microsoft Office, ThomsonOne, Customer Satisfaction, Customer Service, Customer Retention
Education
Illinois State University 2007 — 2009
Bachelor of Science (B.Sc.), Finance, Economics
Moraine Valley Community College 2005 — 2007
Associate of Arts (A.A.)
The WhiteWave Foods Company April 2015 - Present
The University of Chicago January 2015 - April 2015
The University of Chicago September 2012 - December 2014
The University of Chicago April 2012 - August 2012
Ameriprise Financial Services, Inc. January 2011 - March 2012
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Skills
Asset Allocation, Investments, Retirement Planning, Retirement, Mutual Funds, Insurance, Securities, Portfolio Management, MS Excel Pivot Tables, Microsoft Excel, Business Objects, FAS, OMB Circular A-133, Federal Grants..., Financial Reporting, Non-profit..., NIH, Standards Compliance, Contract Management, Grant Administration, Budget Reconciliation, Account Management, Accounting, Financial Accounting, Cost Accounting, Finance, Clinical Research, Budget Setting, Accounts Receivable, Account Reconciliation, Lotus Notes, Microsoft Office, ThomsonOne, Customer Satisfaction, Customer Service, Customer Retention
Education
Illinois State University 2007 — 2009
Bachelor of Science (B.Sc.), Finance, Economics
Moraine Valley Community College 2005 — 2007
Associate of Arts (A.A.)
Crystal Sielesnew Crystal Sielesnew's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Office Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ivy Tech Community College October 2011 - May 2013
Calhoun Logging Corporation April 2012 - August 2012
Ivy Tech Community College May 2011 - October 2011
Contech Castings LLC August 2004 - September 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, Filing, Fax, Copying, Inter-personal, Troubleshooting, Fundraising, Administrative..., Data Entry, Time Management, Research, Peachtree, Oral & Written..., File Management, Problem Solving, Outstanding..., Leadership, Access, Office Management, Telephone Skills, Program Management, Communication, Administration, Customer Service, Spreadsheets, PowerPoint, Event Planning, Microsoft Office
Education
Indiana Institute of Technology 2012 — 2014
Bachelor's degree, Business Administration/Human Resources
Ivy Tech Community College-Northcentral 2010 — 2012
Associate's of Applied Science, Business Administration/ Human Resources
Ameriprise Financial Services, Inc. September 2013 - Present
Ivy Tech Community College October 2011 - May 2013
Calhoun Logging Corporation April 2012 - August 2012
Ivy Tech Community College May 2011 - October 2011
Contech Castings LLC August 2004 - September 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, Filing, Fax, Copying, Inter-personal, Troubleshooting, Fundraising, Administrative..., Data Entry, Time Management, Research, Peachtree, Oral & Written..., File Management, Problem Solving, Outstanding..., Leadership, Access, Office Management, Telephone Skills, Program Management, Communication, Administration, Customer Service, Spreadsheets, PowerPoint, Event Planning, Microsoft Office
Education
Indiana Institute of Technology 2012 — 2014
Bachelor's degree, Business Administration/Human Resources
Ivy Tech Community College-Northcentral 2010 — 2012
Associate's of Applied Science, Business Administration/ Human Resources
Bryan Schimmel's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. July 2013 - Present
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Arts, Economics
Angela DeLion, CFP®'s Ameriprise Financial Services, Inc. Experience October 1998 - Present
Job Financial Advisor with Dinkins, DeLion & Associates, a Private Wealth Advisory Practice of Amerprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Telecommunications
Ameriprise Financial Services, Inc. October 1998 - Present
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Telecommunications
Adam Paul's Ameriprise Financial Services, Inc. Experience April 2011 - April 2013
Job Business Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation July 2014 - Present
Hantz Group June 2013 - September 2013
Ameriprise Financial Services, Inc. April 2011 - April 2013
Sports Club of Novi March 2008 - August 2010
Shaw Real Estate November 2008 - July 2010
Providence Hospital December 2009 - June 2010
Skills
Investments, Economics, Financial Analysis, Investment Strategies, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Valuation, Fixed Income, Equity Research, Microsoft Excel, Computer Program, Financial Modeling, Access, Bloomberg Terminal, Data Analysis, Financial Markets, Trading
Education
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Economics
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Computer Science, 3.588
Indiana University Bloomington 2010 — 2012
Associate's degree, Business
Northern Trust Corporation July 2014 - Present
Hantz Group June 2013 - September 2013
Ameriprise Financial Services, Inc. April 2011 - April 2013
Sports Club of Novi March 2008 - August 2010
Shaw Real Estate November 2008 - July 2010
Providence Hospital December 2009 - June 2010
Skills
Investments, Economics, Financial Analysis, Investment Strategies, Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Valuation, Fixed Income, Equity Research, Microsoft Excel, Computer Program, Financial Modeling, Access, Bloomberg Terminal, Data Analysis, Financial Markets, Trading
Education
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Economics
Indiana University Bloomington 2010 — 2014
Bachelor's degree, Computer Science, 3.588
Indiana University Bloomington 2010 — 2012
Associate's degree, Business
Christopher Colly Christopher Colly's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Account Manager at Centerline Drivers
Industry Staffing and Recruiting
Experience
Centerline Drivers a TrueBlue Company June 2013 - Present
Crowley Transportation Services February 2011 - June 2013
Robert Half International 2010 - 2011
MassMutual Financial Group May 2008 - May 2009
Regional Economic Modeling, Inc. 2009 - 2009
Ameriprise Financial Services, Inc. 2006 - 2008
Big Country Construction 2002 - 2005
Skills
New Business Development, Relationship Development, Contract Negotiation, Staffing Services, Research, Interviewing, Hiring, Social Networking, Transportation, Economic Research, Marketing Research, Negotiation, Account Management, Financial Analysis, Financial Forecasting, Accounting, B2B, Coaching, Talent Acquisition, Headhunting, Business Development, Sales, Interviews, CRM, College Recruiting, Technical Recruiting, Sourcing, Team Building, Logistics, Marketing, Cold Calling, Sales Management, Inventory Management, Customer Satisfaction, Networking, Time Management, Management, Recruiting, Applicant Tracking..., Operations Management, Temporary Placement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2009
BBA, Finance & Operations Management
Holyoke Community College 2005 — 2007
Associates, Business Administration
Montgomery Blair
Centerline Drivers a TrueBlue Company June 2013 - Present
Crowley Transportation Services February 2011 - June 2013
Robert Half International 2010 - 2011
MassMutual Financial Group May 2008 - May 2009
Regional Economic Modeling, Inc. 2009 - 2009
Ameriprise Financial Services, Inc. 2006 - 2008
Big Country Construction 2002 - 2005
Skills
New Business Development, Relationship Development, Contract Negotiation, Staffing Services, Research, Interviewing, Hiring, Social Networking, Transportation, Economic Research, Marketing Research, Negotiation, Account Management, Financial Analysis, Financial Forecasting, Accounting, B2B, Coaching, Talent Acquisition, Headhunting, Business Development, Sales, Interviews, CRM, College Recruiting, Technical Recruiting, Sourcing, Team Building, Logistics, Marketing, Cold Calling, Sales Management, Inventory Management, Customer Satisfaction, Networking, Time Management, Management, Recruiting, Applicant Tracking..., Operations Management, Temporary Placement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2009
BBA, Finance & Operations Management
Holyoke Community College 2005 — 2007
Associates, Business Administration
Montgomery Blair
Christina Farynaz's Ameriprise Financial Services, Inc. Experience March 2010 - Present
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - December 2009
Sebago Lake Lodge May 2003 - December 2008
John Hancock 2007 - 2008
Skills
Fixed Annuities, Customer Service, Retirement Planning, Sales, Marketing, Social Media, Client Relations Skills, Brand Development, Strategic Partnerships, Finance, Management, Leadership, Investments, Social Media Marketing
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Women's Studies
Tufts University 2006 — 2006
Economics
Ameriprise Financial Services, Inc. March 2010 - Present
Ameriprise Financial Services, Inc. January 2009 - December 2009
Sebago Lake Lodge May 2003 - December 2008
John Hancock 2007 - 2008
Skills
Fixed Annuities, Customer Service, Retirement Planning, Sales, Marketing, Social Media, Client Relations Skills, Brand Development, Strategic Partnerships, Finance, Management, Leadership, Investments, Social Media Marketing
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Women's Studies
Tufts University 2006 — 2006
Economics
Laurie Schaeffer's Ameriprise Financial Services, Inc. Experience November 2002 - 2010
Job Financial Services Representative, Investment Advisor Representative, at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
MetLife April 2011 - Present
Ameriprise Financial Services, Inc. November 2002 - 2010
Skills
Retirement Planning, Series 7, Retirement, Finance, Series 63, Wealth Management, Small Business, Securities, Investment Advisory..., Mutual Funds, Financial Analysis, Financial Advisory, Investments, Asset Allocation, Investment Advisory, Asset Management, Fixed Annuities, Estate Conservation...
Education
Hofstra University 1982 — 1984
BA, Accounting
MetLife April 2011 - Present
Ameriprise Financial Services, Inc. November 2002 - 2010
Skills
Retirement Planning, Series 7, Retirement, Finance, Series 63, Wealth Management, Small Business, Securities, Investment Advisory..., Mutual Funds, Financial Analysis, Financial Advisory, Investments, Asset Allocation, Investment Advisory, Asset Management, Fixed Annuities, Estate Conservation...
Education
Hofstra University 1982 — 1984
BA, Accounting
Jerome Caulk Jerome Caulk's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Merrill Lynch August 2007 - January 2012
Smith Barney January 1999 - August 2007
Merrill Lynch December 1992 - January 1999
Dean Witter Reynolds Inc. August 1986 - December 1992
Education
Howard University 1966 — 1970
Bachelor's Degree, Sociology
Ameriprise Financial Services, Inc. January 2012 - Present
Merrill Lynch August 2007 - January 2012
Smith Barney January 1999 - August 2007
Merrill Lynch December 1992 - January 1999
Dean Witter Reynolds Inc. August 1986 - December 1992
Education
Howard University 1966 — 1970
Bachelor's Degree, Sociology
Lydia Otero Savonitto Lydia Otero Savonitto's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Project Manager or Project Coordinator
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Express Scripts July 2013 - December 2014
Best Buy March 2008 - May 2012
Eglobe logistic group 2006 - 2007
G.E. Commercial Finance Fleet Services 2001 - 2005
G.E. Commercial Finance Fleet services 1999 - 2001
Skills
Speaks fluently French,..., Six Sigma, Account management, Retail, Leasing, Transportation, Logistics, International Business, Big Box, Operations Management, Production, PMP, Customer Service, Microsoft Office, Global Operations, MBA, Project Management, Vendor Management, Estimates, Costings, Account Management, Training, Procurement, Purchasing
Education
University of St. Thomas
Mini Master, Information Technology
University of St. Thomas
Master of Business Administration (MBA), Business Administration and Management, General
Institut d'Administration des Entreprises
Master of Business Administration (M.B.A.), International Business
Université de Caen Basse Normandie / Universite de Caen
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. May 2015 - Present
Express Scripts July 2013 - December 2014
Best Buy March 2008 - May 2012
Eglobe logistic group 2006 - 2007
G.E. Commercial Finance Fleet Services 2001 - 2005
G.E. Commercial Finance Fleet services 1999 - 2001
Skills
Speaks fluently French,..., Six Sigma, Account management, Retail, Leasing, Transportation, Logistics, International Business, Big Box, Operations Management, Production, PMP, Customer Service, Microsoft Office, Global Operations, MBA, Project Management, Vendor Management, Estimates, Costings, Account Management, Training, Procurement, Purchasing
Education
University of St. Thomas
Mini Master, Information Technology
University of St. Thomas
Master of Business Administration (MBA), Business Administration and Management, General
Institut d'Administration des Entreprises
Master of Business Administration (M.B.A.), International Business
Université de Caen Basse Normandie / Universite de Caen
Bachelor of Arts (B.A.), Economics
Stefan Baird's Ameriprise Financial Services, Inc. Experience June 2011 - August 2011
Job Student at Indiana University Bloomington
Industry Accounting
Experience
Brian Baird, Eye Care Center July 2011 - June 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Brad Stackhouse June 2007 - August 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Publisher, Lawn Mowing, Sports
Education
Indiana University Bloomington 2010 — 2015
Master of Business Administration (MBA) and Bachelor of Science in Business, Accounting and Finance, Senior
Plymouth High School 2007 — 2010
High School Diploma
Brian Baird, Eye Care Center July 2011 - June 2013
Ameriprise Financial Services, Inc. June 2011 - August 2011
Brad Stackhouse June 2007 - August 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Publisher, Lawn Mowing, Sports
Education
Indiana University Bloomington 2010 — 2015
Master of Business Administration (MBA) and Bachelor of Science in Business, Accounting and Finance, Senior
Plymouth High School 2007 — 2010
High School Diploma
Carl Fazio, Jr Carl Fazio, Jr's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advisor, Associate VP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney 2006 - 2010
Raymond James and Associates, Inc 2002 - 2005
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Urban Studies
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney 2006 - 2010
Raymond James and Associates, Inc 2002 - 2005
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Urban Studies
Jeff Radford Jeff Radford's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Associate Financial Advisor, CRPC© at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Hope College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business and Communications
Specs Howard School of Media Arts 2004 — 2004
Broadcast Certification, Radio and Television
Onsted High School 1994 — 1998
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Hope College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business and Communications
Specs Howard School of Media Arts 2004 — 2004
Broadcast Certification, Radio and Television
Onsted High School 1994 — 1998
Amanda Willey, CFP® Amanda Willey, CFP®'s Ameriprise Financial Services, Inc. Experience August 2010 - December 2013
Job Associate Financial Advisor
Industry Financial Services
Experience
Richard Miller & Associates December 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2013
R.A. Hall & CO. LLC February 2010 - May 2010
Ameriprise Financial May 2003 - January 2010
Education
Houghton College 1996 — 2000
Bachelor of Arts (BA), Business Administration with Finance concentration and Spanish, 3.62 GPA
Richard Miller & Associates December 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2013
R.A. Hall & CO. LLC February 2010 - May 2010
Ameriprise Financial May 2003 - January 2010
Education
Houghton College 1996 — 2000
Bachelor of Arts (BA), Business Administration with Finance concentration and Spanish, 3.62 GPA
Anoop Sharma Anoop Sharma's Ameriprise Financial Services, Inc. Experience September 2001 - April 2007
Job Finance Lead for COO Org (Product, Technology, R&D, IT) at DocuSign
Industry Financial Services
Experience
DocuSign May 2015 - Present
Visa May 2013 - May 2015
Visa July 2011 - May 2013
Red F January 2011 - May 2011
SNL Financial June 2009 - December 2010
YEN management consultants 2008 - 2008
Ameriprise Financial Services, Inc. September 2001 - April 2007
Tachyon Technologies October 2000 - May 2001
Skills
Strategy, Analytics, Cross-functional Team..., Start-ups, Financial Modeling, Management, Analysis, Project Management, Leadership, Salesforce.com, P&L Management, Finance, Solution Architecture, Team Building, SQL, Financial Analysis, Marketing Analytics, Knowledge Management, SDLC, CRM, Data Management, Banking, Strategic Partnerships, Benchmarking, Pricing Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, Management (Finance/Operations)
Indian Institute of Technology, Madras 1997 — 2001
B Tech, Chemical Engineering
St Pauls
DocuSign May 2015 - Present
Visa May 2013 - May 2015
Visa July 2011 - May 2013
Red F January 2011 - May 2011
SNL Financial June 2009 - December 2010
YEN management consultants 2008 - 2008
Ameriprise Financial Services, Inc. September 2001 - April 2007
Tachyon Technologies October 2000 - May 2001
Skills
Strategy, Analytics, Cross-functional Team..., Start-ups, Financial Modeling, Management, Analysis, Project Management, Leadership, Salesforce.com, P&L Management, Finance, Solution Architecture, Team Building, SQL, Financial Analysis, Marketing Analytics, Knowledge Management, SDLC, CRM, Data Management, Banking, Strategic Partnerships, Benchmarking, Pricing Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, Management (Finance/Operations)
Indian Institute of Technology, Madras 1997 — 2001
B Tech, Chemical Engineering
St Pauls
Bruce Sellars Bruce Sellars's Ameriprise Financial Services, Inc. Experience December 2009 - December 2010
Job Vice President Compliance at Comerica Securities
Industry Financial Services
Experience
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Roshni Khory Roshni Khory's Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Amar Devarmanai Amar Devarmanai's Ameriprise Financial Services, Inc. Experience October 2006 - December 2007
Job DB2 / IMS Consultant at Datavail Corporation
Industry Computer Software
Experience
CVS Caremark Corporation May 2010 - Present
Merrill Lynch May 2009 - April 2010
Merrill Lynch May 2009 - April 2010
CVS Caremark November 2008 - May 2009
Acxiom Corp December 2007 - November 2008
Ameriprise Financial Services, Inc. October 2006 - December 2007
Ameriprise Financials October 2006 - December 2007
WPS Insurance May 2006 - September 2006
Blue Cross and Blue Shield Association December 2005 - April 2006
CIBER INC, Illinois State Agency January 1998 - January 2005
Skills
DB2, Erwin, TSO, ETL, Unix, CICS, Java, Linux, z/OS, PL/1, Load, Pascal, SDLC, Performance Tuning, Data Warehousing, Databases, COBOL, Visio, Disaster Recovery, Database Administration, Microsoft SQL Server, VSAM, Data Migration, Software Development
Education
Indian Institute of Technology 1981 — 1983
M.Tech, Industrial Management
College of Engineering, University of Madras 1976 — 1981
B.E. (Honors), Electrical and Electronics Engineering
CVS Caremark Corporation May 2010 - Present
Merrill Lynch May 2009 - April 2010
Merrill Lynch May 2009 - April 2010
CVS Caremark November 2008 - May 2009
Acxiom Corp December 2007 - November 2008
Ameriprise Financial Services, Inc. October 2006 - December 2007
Ameriprise Financials October 2006 - December 2007
WPS Insurance May 2006 - September 2006
Blue Cross and Blue Shield Association December 2005 - April 2006
CIBER INC, Illinois State Agency January 1998 - January 2005
Skills
DB2, Erwin, TSO, ETL, Unix, CICS, Java, Linux, z/OS, PL/1, Load, Pascal, SDLC, Performance Tuning, Data Warehousing, Databases, COBOL, Visio, Disaster Recovery, Database Administration, Microsoft SQL Server, VSAM, Data Migration, Software Development
Education
Indian Institute of Technology 1981 — 1983
M.Tech, Industrial Management
College of Engineering, University of Madras 1976 — 1981
B.E. (Honors), Electrical and Electronics Engineering
Cory W. Taylor Cory W. Taylor's Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
City of Nelsonville December 2010 - Present
Athens County Economic Development Council January 2010 - December 2012
Nelsonville Chamber of Commerce January 2010 - December 2011
Athens County Economic Development Group December 2009 - December 2010
Chaddock and Associates, An Ameriprise Private Wealth Advisory Practice December 2000 - January 2010
Athens Uptown Business Association December 2000 - December 2009
Wharton Mortgage, Inc. June 1998 - September 2000
Hocking College October 1999 - March 2000
Education
Ohio University 1998 — 2000
Hocking College 1997 — 1998
AAS, Accounting
Hocking College 1995 — 1997
AAS, Business Management
Ameriprise Financial Services, Inc. January 2010 - Present
City of Nelsonville December 2010 - Present
Athens County Economic Development Council January 2010 - December 2012
Nelsonville Chamber of Commerce January 2010 - December 2011
Athens County Economic Development Group December 2009 - December 2010
Chaddock and Associates, An Ameriprise Private Wealth Advisory Practice December 2000 - January 2010
Athens Uptown Business Association December 2000 - December 2009
Wharton Mortgage, Inc. June 1998 - September 2000
Hocking College October 1999 - March 2000
Education
Ohio University 1998 — 2000
Hocking College 1997 — 1998
AAS, Accounting
Hocking College 1995 — 1997
AAS, Business Management
Scott Minnig CFP®, APMA® Scott Minnig CFP®, APMA®'s Ameriprise Financial Services, Inc. Experience February 2003 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2003 - Present
Arthur Andersen August 1998 - May 2002
Education
Northwestern University 2006 — 2007
CFP
Indiana University - Kelley School of Business 1994 — 1998
BA, CIS
Ameriprise Financial Services, Inc. February 2003 - Present
Arthur Andersen August 1998 - May 2002
Education
Northwestern University 2006 — 2007
CFP
Indiana University - Kelley School of Business 1994 — 1998
BA, CIS
Heather Brountas CFP®, CRPC®,CDFA™ Heather Brountas CFP®, CRPC®,CDFA™'s Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2005 - Present
Ameriprise Financial Services, Inc. March 2003 - November 2005
Barresi Financial July 2000 - March 2003
Albrecht Financial Services September 1997 - February 2000
Education
Husson University 1987 — 1991
BS Business, Finance
Ameriprise Financial Services, Inc. November 2005 - Present
Ameriprise Financial Services, Inc. March 2003 - November 2005
Barresi Financial July 2000 - March 2003
Albrecht Financial Services September 1997 - February 2000
Education
Husson University 1987 — 1991
BS Business, Finance
Nicole Romano Nicole Romano's Ameriprise Financial Services, Inc. Experience September 2011 - December 2011
Job Financial Analyst at American Institutes for Research
Industry Financial Services
Experience
American Institutes for Research February 2015 - Present
Lockheed Martin IS&GS December 2013 - January 2015
Lockheed Martin Information Technology August 2012 - December 2013
Ameriprise Financial Services, Inc. September 2011 - December 2011
Skills
Business Strategy, Corporate Finance, Database Administration, Financial Analysis, Financial Modeling, Database Design, Systems Analysis, Finance, PeopleSoft, Oracle Financial
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Hogeschool voor Economische Studies Amsterdam (HES) 2010 — 2010
Semester Abroad Program
Germantown Academy 2004 — 2008
Ancillae-Assumpta Academy
American Institutes for Research February 2015 - Present
Lockheed Martin IS&GS December 2013 - January 2015
Lockheed Martin Information Technology August 2012 - December 2013
Ameriprise Financial Services, Inc. September 2011 - December 2011
Skills
Business Strategy, Corporate Finance, Database Administration, Financial Analysis, Financial Modeling, Database Design, Systems Analysis, Finance, PeopleSoft, Oracle Financial
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Hogeschool voor Economische Studies Amsterdam (HES) 2010 — 2010
Semester Abroad Program
Germantown Academy 2004 — 2008
Ancillae-Assumpta Academy
Shanna MacRostie's Ameriprise Financial Services, Inc. Experience May 2011 - May 2014
Job Graphic Design Student
Industry Design
Experience
Ameriprise Financial Services, Inc. May 2011 - May 2014
Sowash, Carson & Ferrier August 2005 - June 2008
Skills
Data Entry, Fundraising, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Adobe Creative Suite
Education
Ohio University 2015 — 2017
Bachelor’s Degree, Graphic Design
Hocking College 2013 — 2015
Graphic Design
Ameriprise Financial Services, Inc. May 2011 - May 2014
Sowash, Carson & Ferrier August 2005 - June 2008
Skills
Data Entry, Fundraising, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Adobe Creative Suite
Education
Ohio University 2015 — 2017
Bachelor’s Degree, Graphic Design
Hocking College 2013 — 2015
Graphic Design
Robert Pecoraro Robert Pecoraro's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Financial Advisor / Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Morgan Stanley February 2007 - April 2015
Education
Hofstra University
Bachelor’s Degree, Bachelor of Arts
Ameriprise Financial Services, Inc. April 2015 - Present
Morgan Stanley February 2007 - April 2015
Education
Hofstra University
Bachelor’s Degree, Bachelor of Arts
Prasad Garikapati Prasad Garikapati's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Director, Technologies at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. February 2007 - February 2011
CGI 1997 - 2007
Tata Consultancy Services 1989 - 1996
Skills
ITIL Foundation, PMP, SDLC, Software Project..., IT Strategy, Requirements Analysis, Business Analysis, PMO, Project Portfolio..., Program Management, Vendor Management, Global Delivery, Requirements Gathering, Integration, Solution Architecture, Agile Methodologies, Resource Management, Business Process..., Process Improvement
Education
Indian Institute of Technology, Kharagpur
Master of Technology (M.Tech.), Industrial Management
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
PAN IIT Conference, USA
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial Services, Inc. February 2007 - February 2011
CGI 1997 - 2007
Tata Consultancy Services 1989 - 1996
Skills
ITIL Foundation, PMP, SDLC, Software Project..., IT Strategy, Requirements Analysis, Business Analysis, PMO, Project Portfolio..., Program Management, Vendor Management, Global Delivery, Requirements Gathering, Integration, Solution Architecture, Agile Methodologies, Resource Management, Business Process..., Process Improvement
Education
Indian Institute of Technology, Kharagpur
Master of Technology (M.Tech.), Industrial Management
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
PAN IIT Conference, USA
Ken Sheng, MBA's Ameriprise Financial Services, Inc. Experience August 2007 - December 2007
Job AVP, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 美林 June 2015 - Present
Edward Jones Investments April 2014 - June 2015
Advance Academy USA 2013 - 2014
Whirlpool Corporation May 2012 - August 2012
Sears Holdings Corporation February 2011 - July 2011
Sears Holdings Corporation June 2008 - February 2011
Sears Holdings Corporation February 2008 - June 2008
Ameriprise Financial Services, Inc. August 2007 - December 2007
State Farm Insurance May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Market Research, PowerPoint, Marketing, Competitive Analysis, Customer Service, Microsoft Office, Social Media, Project Management, Finance, Marketing Strategy, Strategic Planning, Analytics, Sales, Microsoft Word, Change Management, Consulting, Contract Negotiation, Leadership Development, Business Strategy, Public Speaking, Market Analysis, Business Analysis, Social Media Marketing, Strategy, Analysis, Forecasting, Cross-functional Team..., Product Management, Business Development, Team Leadership, Management, Business Planning, Teamwork, Leadership, Pricing, Marketing Research, Process Improvement, Brand Management, Entrepreneurship, Product Development, Sales Management, Time Management, CRM, E-commerce, Financial Planning, Financial Services
Education
University of Southern California 2004 — 2007
Bachelor, Finance and Management
Indiana University - Kelley School of Business 2011 — 2013
MBA, Marketing, Business Analytics, and Finance Minor
Kelley School of Business, Indiana University 2011 — 2013
Master, Business Administration; Marketing and Business Analysis Dual Major and Finance Minor
Merrill Lynch 美林 June 2015 - Present
Edward Jones Investments April 2014 - June 2015
Advance Academy USA 2013 - 2014
Whirlpool Corporation May 2012 - August 2012
Sears Holdings Corporation February 2011 - July 2011
Sears Holdings Corporation June 2008 - February 2011
Sears Holdings Corporation February 2008 - June 2008
Ameriprise Financial Services, Inc. August 2007 - December 2007
State Farm Insurance May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Market Research, PowerPoint, Marketing, Competitive Analysis, Customer Service, Microsoft Office, Social Media, Project Management, Finance, Marketing Strategy, Strategic Planning, Analytics, Sales, Microsoft Word, Change Management, Consulting, Contract Negotiation, Leadership Development, Business Strategy, Public Speaking, Market Analysis, Business Analysis, Social Media Marketing, Strategy, Analysis, Forecasting, Cross-functional Team..., Product Management, Business Development, Team Leadership, Management, Business Planning, Teamwork, Leadership, Pricing, Marketing Research, Process Improvement, Brand Management, Entrepreneurship, Product Development, Sales Management, Time Management, CRM, E-commerce, Financial Planning, Financial Services
Education
University of Southern California 2004 — 2007
Bachelor, Finance and Management
Indiana University - Kelley School of Business 2011 — 2013
MBA, Marketing, Business Analytics, and Finance Minor
Kelley School of Business, Indiana University 2011 — 2013
Master, Business Administration; Marketing and Business Analysis Dual Major and Finance Minor
Deepak Bahree Deepak Bahree's Ameriprise Financial Services, Inc. Experience May 2006 - April 2008
Job Director, Digital Campaigns & Analytics at VMware
Industry Marketing and Advertising
Experience
VMware September 2014 - Present
Hewlett-Packard January 2011 - September 2014
Cognizant Technology Solutions May 2006 - January 2011
American Express May 2009 - December 2010
Travelers January 2009 - May 2009
J.P. Morgan April 2008 - December 2008
Ameriprise Financial Services, Inc. May 2006 - April 2008
Cisco November 2004 - April 2005
Wipro Technologies July 2003 - November 2004
InterraIT 2001 - 2001
Skills
Analytics, Web Analytics, Multichannel Marketing..., A/B Testing, Multivariate Testing, Online Marketing..., Multi-channel Marketing, Program Management, SDLC, Management, Cloud Computing, Business Development, Cross-functional Team..., Vendor Management, Strategy, Process Engineering, People Management, Global E-commerce, Digital Marketing, SEO, Omniture, Leadership, E-commerce, Business Analysis
Education
Indian School of Business 2005 — 2006
MBA, Analytical Finance & Strategic Marketing
Indian Institute of Technology (Banaras Hindu University), Varanasi 1999 — 2003
B.Tech, Electrical Engineering
M. R . Jaipuria School, Lucknow , India 1993 — 1998
12th
VMware September 2014 - Present
Hewlett-Packard January 2011 - September 2014
Cognizant Technology Solutions May 2006 - January 2011
American Express May 2009 - December 2010
Travelers January 2009 - May 2009
J.P. Morgan April 2008 - December 2008
Ameriprise Financial Services, Inc. May 2006 - April 2008
Cisco November 2004 - April 2005
Wipro Technologies July 2003 - November 2004
InterraIT 2001 - 2001
Skills
Analytics, Web Analytics, Multichannel Marketing..., A/B Testing, Multivariate Testing, Online Marketing..., Multi-channel Marketing, Program Management, SDLC, Management, Cloud Computing, Business Development, Cross-functional Team..., Vendor Management, Strategy, Process Engineering, People Management, Global E-commerce, Digital Marketing, SEO, Omniture, Leadership, E-commerce, Business Analysis
Education
Indian School of Business 2005 — 2006
MBA, Analytical Finance & Strategic Marketing
Indian Institute of Technology (Banaras Hindu University), Varanasi 1999 — 2003
B.Tech, Electrical Engineering
M. R . Jaipuria School, Lucknow , India 1993 — 1998
12th
Frank Faverzani Frank Faverzani's Ameriprise Financial Services, Inc. Experience 1993 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1993 - Present
Colgate Palmolive 1988 - 1993
Education
Hofstra University 1989 — 1992
MBA, Business
Villanova University 1984 — 1988
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. 1993 - Present
Colgate Palmolive 1988 - 1993
Education
Hofstra University 1989 — 1992
MBA, Business
Villanova University 1984 — 1988
Bachelor of Science, Business Administration
Jamila L. Hoyett Jamila L. Hoyett's Ameriprise Financial Services, Inc. Experience December 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2004 - Present
Education
Howard University 1995 — 1999
B.S., Chemical Engineering
Ameriprise Financial Services, Inc. December 2004 - Present
Education
Howard University 1995 — 1999
B.S., Chemical Engineering
Hemant S Ranadive, CFP®, ChFC®, CRPC®, RICP®, MBA Hemant S Ranadive, CFP®, ChFC®, CRPC®, RICP®, MBA's Ameriprise Financial Services, Inc. Experience March 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1986 - Present
Education
University of Virginia Darden School of Business 1983 — 1985
MBA
University of Virginia 1979 — 1980
ME, Civil Engineering
Indian Institute of Technology, Bombay 1974 — 1979
B Tech, Civil Engineering
Sacred Heart Boys High School
Ameriprise Financial Services, Inc. March 1986 - Present
Education
University of Virginia Darden School of Business 1983 — 1985
MBA
University of Virginia 1979 — 1980
ME, Civil Engineering
Indian Institute of Technology, Bombay 1974 — 1979
B Tech, Civil Engineering
Sacred Heart Boys High School
Bob Pastor's Ameriprise Financial Services, Inc. Experience September 2009 - August 2010
Job Senior Business Analyst
Industry Financial Services
Experience
U.S. Bancorp Asset Management March 2011 - Present
Wells Fargo October 2010 - February 2011
Ameriprise Financial Services, Inc. September 2009 - August 2010
Support Services Unlimited January 2009 - May 2009
The Willow Group February 2006 - August 2008
Capital Professional Advisors, Inc. March 2000 - September 2005
Washington Square Securities, Inc. March 1996 - March 2000
Kidder Peabody & Co. Inc 1980 - 1995
Skills
SDLC, Business Process, Process Improvement, Strategy, SharePoint, Integration, Analysis, Management, Project Management, Leadership, Training, User Acceptance Testing, Business Requirements, Business Development, Financial Services, Strategic Planning, Operations Management, Investments, Asset Management, Insurance
Education
Indiana State University 1974 — 1978
BS, Business Administration
U.S. Bancorp Asset Management March 2011 - Present
Wells Fargo October 2010 - February 2011
Ameriprise Financial Services, Inc. September 2009 - August 2010
Support Services Unlimited January 2009 - May 2009
The Willow Group February 2006 - August 2008
Capital Professional Advisors, Inc. March 2000 - September 2005
Washington Square Securities, Inc. March 1996 - March 2000
Kidder Peabody & Co. Inc 1980 - 1995
Skills
SDLC, Business Process, Process Improvement, Strategy, SharePoint, Integration, Analysis, Management, Project Management, Leadership, Training, User Acceptance Testing, Business Requirements, Business Development, Financial Services, Strategic Planning, Operations Management, Investments, Asset Management, Insurance
Education
Indiana State University 1974 — 1978
BS, Business Administration
Vikash Pandey , PMP Vikash Pandey , PMP's Ameriprise Financial Services, Inc. Experience January 2008 - 2012
Job Architect
Industry Information Technology and Services
Experience
UnitedHealth Group May 2012 - Present
Ameriprise Financial Services, Inc. January 2008 - 2012
Tata Consultancy Services 2006 - 2007
Tata Consultancy Services 2005 - 2006
Tata Consultancy Services 2004 - 2005
Tata Consultancy Services 2002 - 2004
Tata Consultancy Services 2000 - 2002
Skills
Service Delivery
Education
Indian Institute of Technology, Roorkee 1995 — 1999
BE, Electrical Engg.
IIT Roorkee
Bachelor of Engineering (B.E.)
UnitedHealth Group May 2012 - Present
Ameriprise Financial Services, Inc. January 2008 - 2012
Tata Consultancy Services 2006 - 2007
Tata Consultancy Services 2005 - 2006
Tata Consultancy Services 2004 - 2005
Tata Consultancy Services 2002 - 2004
Tata Consultancy Services 2000 - 2002
Skills
Service Delivery
Education
Indian Institute of Technology, Roorkee 1995 — 1999
BE, Electrical Engg.
IIT Roorkee
Bachelor of Engineering (B.E.)
Martin Friel Martin Friel's Ameriprise Financial Services, Inc. Experience May 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2005 - Present
Ameriprise Financial Services, Inc. September 2006 - August 2008
Education
Illinois State University 2001 — 2005
Bachelor of Science, Finance and Economics
Ameriprise Financial Services, Inc. May 2005 - Present
Ameriprise Financial Services, Inc. September 2006 - August 2008
Education
Illinois State University 2001 — 2005
Bachelor of Science, Finance and Economics
Heath Schneider, CFS CAS's Ameriprise Financial Services, Inc. Experience 2003 - 2010
Job Financial Advisor, CFS CAS at Schneider & Associates
Industry Financial Services
Experience
Schneider & Associates - A Financial Advisory Practice of Ameriprise Financial 2003 - Present
Ameriprise Financial Services, Inc. 2003 - 2010
Education
Institute of Business and Finance 2010 — 2011
CAS, Finance
Institute of Business and Finance 2007 — 2008
CFS, Finance
Indiana University Bloomington 2000 — 2003
BS, Finance
Reitz Memorial High School 1994 — 1998
Academic Honors Diploma
Schneider & Associates - A Financial Advisory Practice of Ameriprise Financial 2003 - Present
Ameriprise Financial Services, Inc. 2003 - 2010
Education
Institute of Business and Finance 2010 — 2011
CAS, Finance
Institute of Business and Finance 2007 — 2008
CFS, Finance
Indiana University Bloomington 2000 — 2003
BS, Finance
Reitz Memorial High School 1994 — 1998
Academic Honors Diploma
James Gurman's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Greg Nichols, CFP®, CFS, CRPC® Greg Nichols, CFP®, CFS, CRPC®'s Ameriprise Financial Services, Inc. Experience December 1987 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1987 - Present
First Investors Financial Services December 1986 - December 1987
Education
Illinois State University 1981 — 1985
BS, Accounting
Ameriprise Financial Services, Inc. December 1987 - Present
First Investors Financial Services December 1986 - December 1987
Education
Illinois State University 1981 — 1985
BS, Accounting
Chad Keller's Ameriprise Financial Services, Inc. Experience September 2003 - October 2005
Job Financial Advisor, Strouse Keller Income Advisors at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation September 2008 - Present
City Securities Corporation February 2006 - September 2008
Ameriprise Financial Services, Inc. September 2003 - October 2005
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Equity Research Analysis, Income
Education
Indiana University Bloomington 1999 — 2003
B.S. in Public Finance
City Securities Corporation September 2008 - Present
City Securities Corporation February 2006 - September 2008
Ameriprise Financial Services, Inc. September 2003 - October 2005
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Equity Research Analysis, Income
Education
Indiana University Bloomington 1999 — 2003
B.S. in Public Finance
Edwin Dunn Edwin Dunn's Ameriprise Financial Services, Inc. Experience March 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CA License OH45403
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2008 - Present
Robert W. Baird & Co. August 2000 - February 2008
Education
Hobart and William Smith Colleges 1978 — 1982
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. March 2008 - Present
Robert W. Baird & Co. August 2000 - February 2008
Education
Hobart and William Smith Colleges 1978 — 1982
Bachelor's degree, Economics
Kamal Saxena Kamal Saxena's Ameriprise Financial Services, Inc. Experience November 2014 - Present
Job Sr. BSA at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Cognizant Technology Solutions January 2012 - Present
Cognizant Technology Solutions 2007 - 2009
A F Ferguson & Co April 2005 - May 2007
Deloitte 2005 - 2007
Skills
Requirements Analysis, Business Process..., Pega PRPC, Business Analysis, Business Process Design, SDLC, Agile Methodolgy, Scrum, Lombardi Teamworks, CRM, ETL, Requirements Gathering, Data Warehousing, Business Process..., Solution Architecture, Agile Methodologies, SOA, Software Project...
Education
T A Pai Management Institute 2003 — 2005
MBA, Systems & Finance
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (B.Tech.), Chemical Engineering
Ameriprise Financial Services, Inc. November 2014 - Present
Cognizant Technology Solutions January 2012 - Present
Cognizant Technology Solutions 2007 - 2009
A F Ferguson & Co April 2005 - May 2007
Deloitte 2005 - 2007
Skills
Requirements Analysis, Business Process..., Pega PRPC, Business Analysis, Business Process Design, SDLC, Agile Methodolgy, Scrum, Lombardi Teamworks, CRM, ETL, Requirements Gathering, Data Warehousing, Business Process..., Solution Architecture, Agile Methodologies, SOA, Software Project...
Education
T A Pai Management Institute 2003 — 2005
MBA, Systems & Finance
Indian Institute of Technology, Kanpur 1998 — 2002
Bachelor of Technology (B.Tech.), Chemical Engineering
Namrata Pattni's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job MBA
Industry Marketing and Advertising
Experience
PN Wholesaler November 2011 - March 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Huntington National Bank February 2010 - November 2010
Huntington National Bank May 2006 - February 2010
Huntington National Bank September 2004 - May 2006
V.A. Hospital May 2001 - January 2005
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Marketing & Entrepreneurship
Indiana University - Kelley School of Business 2001 — 2006
BS, Accounting & Finance
PN Wholesaler November 2011 - March 2012
Ameriprise Financial Services, Inc. May 2011 - August 2011
Huntington National Bank February 2010 - November 2010
Huntington National Bank May 2006 - February 2010
Huntington National Bank September 2004 - May 2006
V.A. Hospital May 2001 - January 2005
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Marketing & Entrepreneurship
Indiana University - Kelley School of Business 2001 — 2006
BS, Accounting & Finance
Charles E. (Chuck) Buzby, IV Charles E. (Chuck) Buzby, IV's Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - Present
Amoco Production Company 1979 - 1999
Seismograph Service Corporation 1974 - 1975
Education
Houston Baptist University - College of Business and Economics 1985 — 1987
MBA, Finance
University of Michigan 1976 — 1979
MS, Geology
The College of Wooster 1970 — 1974
BA, Geology
Ameriprise Financial Services, Inc. 1999 - Present
Amoco Production Company 1979 - 1999
Seismograph Service Corporation 1974 - 1975
Education
Houston Baptist University - College of Business and Economics 1985 — 1987
MBA, Finance
University of Michigan 1976 — 1979
MS, Geology
The College of Wooster 1970 — 1974
BA, Geology
Steven J. Gardner Steven J. Gardner's Ameriprise Financial Services, Inc. Experience July 1993 - Present
Job Financial Advisor, CFP(R)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 1993 - Present
Westamerica Bank July 1988 - June 1993
Security Pacific Bank November 1984 - June 1988
US Forest Service June 1980 - December 1983
Education
Humboldt State University 1979 — 1984
BS, Forest Management with Business Minor
Rutgers University 1982 — 1983
National Student Exchange, Approved Curriculum
Delta High School 1979 — 1979
Dimploma, College Prepatory
Ameriprise Financial Services, Inc. July 1993 - Present
Westamerica Bank July 1988 - June 1993
Security Pacific Bank November 1984 - June 1988
US Forest Service June 1980 - December 1983
Education
Humboldt State University 1979 — 1984
BS, Forest Management with Business Minor
Rutgers University 1982 — 1983
National Student Exchange, Approved Curriculum
Delta High School 1979 — 1979
Dimploma, College Prepatory
Stephanie Yoingco Stephanie Yoingco's Ameriprise Financial Services, Inc. Experience January 2008 - July 2010
Job at
Industry Financial Services
Experience
Citi August 2015 - Present
PNC Investments July 2010 - August 2015
Ameriprise Financial Services, Inc. January 2008 - July 2010
Countrywide Home Loans January 2006 - October 2008
Education
Hood College 1997 — 2002
BA, French
Université Marc Bloch (Strasbourg II)
French Language
Citi August 2015 - Present
PNC Investments July 2010 - August 2015
Ameriprise Financial Services, Inc. January 2008 - July 2010
Countrywide Home Loans January 2006 - October 2008
Education
Hood College 1997 — 2002
BA, French
Université Marc Bloch (Strasbourg II)
French Language
Nicholas O'Gwin, CFP®, CDFA™, CRPC® Nicholas O'Gwin, CFP®, CDFA™, CRPC®'s Ameriprise Financial Services, Inc. Experience May 2005 - December 2011
Job Financial Advisor
Industry Financial Services
Experience
Clear Path Financial Planning, LLC December 2011 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Asset Allocation, Estate Planning, Financial Services, Insurance, Financial Planning, Finance, Investment Advisory, Series 63, Series 7, Mutual Funds, Wealth Management, Financial Planners, 401k, Portfolio Management, Alternative Investments, Series 6, Securities, Asset Management, Investment Strategies, Certified Divorce..., Income Protection, Retirement Income..., Retirement Plan..., Insurance Planning, Disability Insurance, Long Term Care
Education
Hood College 2003 — 2005
Management, Financial
Montgomery College 2001 — 2003
Associates degree, General Studies
Clear Path Financial Planning, LLC December 2011 - Present
Ameriprise Financial Services, Inc. May 2005 - December 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Asset Allocation, Estate Planning, Financial Services, Insurance, Financial Planning, Finance, Investment Advisory, Series 63, Series 7, Mutual Funds, Wealth Management, Financial Planners, 401k, Portfolio Management, Alternative Investments, Series 6, Securities, Asset Management, Investment Strategies, Certified Divorce..., Income Protection, Retirement Income..., Retirement Plan..., Insurance Planning, Disability Insurance, Long Term Care
Education
Hood College 2003 — 2005
Management, Financial
Montgomery College 2001 — 2003
Associates degree, General Studies
Tulasi Mohan Telaga, PMP Tulasi Mohan Telaga, PMP's Ameriprise Financial Services, Inc. Experience February 2009 - February 2013
Job Senior Project Manager at Infosys
Industry Information Technology and Services
Experience
Toyota Motor Sales June 2014 - Present
Infosys December 2000 - Present
Royal Bank of Scotland February 2013 - May 2014
Ameriprise Financial Services, Inc. February 2009 - February 2013
Ameriprise Financial Services, Inc. February 2005 - February 2009
American Express 2002 - 2005
BHF-BANK 2000 - 2002
ABB May 2000 - November 2000
Skills
Software Project..., IBM Mainframe, Distributed Systems, Testing, SDLC, Test Management, Program Management, Global Delivery, CRM, Management, Change Management, Pre-sales, Resource Management, Stakeholder Management, Requirements Gathering, Vendor Management, Risk Management
Education
Project Management Institute 2011 — 2011
Project Management Professional ( PMP ), Project Management
Technische Universität Darmstadt / Darmstadt University of Technology 1999 — 2000
Masters, Electrical Engineering
Indian Institute of Technology, Kanpur 1998 — 2000
Masters, Electrical Engineering, A
Toyota Motor Sales June 2014 - Present
Infosys December 2000 - Present
Royal Bank of Scotland February 2013 - May 2014
Ameriprise Financial Services, Inc. February 2009 - February 2013
Ameriprise Financial Services, Inc. February 2005 - February 2009
American Express 2002 - 2005
BHF-BANK 2000 - 2002
ABB May 2000 - November 2000
Skills
Software Project..., IBM Mainframe, Distributed Systems, Testing, SDLC, Test Management, Program Management, Global Delivery, CRM, Management, Change Management, Pre-sales, Resource Management, Stakeholder Management, Requirements Gathering, Vendor Management, Risk Management
Education
Project Management Institute 2011 — 2011
Project Management Professional ( PMP ), Project Management
Technische Universität Darmstadt / Darmstadt University of Technology 1999 — 2000
Masters, Electrical Engineering
Indian Institute of Technology, Kanpur 1998 — 2000
Masters, Electrical Engineering, A
Prima Ryadina H. Utami's Ameriprise Financial Services, Inc. Experience June 2012 - August 2012
Job Candidate for Master of International Business
Industry Financial Services
Experience
Northwestern Mutual June 2013 - June 2015
Peeps Eyewear January 2013 - May 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Wisconsin Union May 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Investments, Finance, Portfolio Management, Financial Analysis, Outlook, Economics, Accounting, Financial Modeling, ThomsonOne, DCF Valuation, Risk Management, Valuation Modeling, Bloomberg, Banking, Operations Management, PowerPoint, Management, Film Photography, Relationship Management
Education
Hult International Business School 2015 — 2016
Master of International Business
University of Wisconsin-Madison - School of Business 2011 — 2013
Bachelors of Business Administration, Finance Investment Banking and Risk Management Insurance
North Seattle Community College 2009 — 2010
Associate of Business, Accounting and Business/Management, 3.8/4/0
Whitley Secondary School 2005 — 2007
High School
Northwestern Mutual June 2013 - June 2015
Peeps Eyewear January 2013 - May 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Wisconsin Union May 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Investments, Finance, Portfolio Management, Financial Analysis, Outlook, Economics, Accounting, Financial Modeling, ThomsonOne, DCF Valuation, Risk Management, Valuation Modeling, Bloomberg, Banking, Operations Management, PowerPoint, Management, Film Photography, Relationship Management
Education
Hult International Business School 2015 — 2016
Master of International Business
University of Wisconsin-Madison - School of Business 2011 — 2013
Bachelors of Business Administration, Finance Investment Banking and Risk Management Insurance
North Seattle Community College 2009 — 2010
Associate of Business, Accounting and Business/Management, 3.8/4/0
Whitley Secondary School 2005 — 2007
High School
Mathew Hasty Mathew Hasty's Ameriprise Financial Services, Inc. Experience May 2011 - August 2011
Job MBA Graduate Student at Seattle University
Industry Marketing and Advertising
Experience
Seattle University January 2015 - Present
Army National Guard December 2011 - Present
Towne Park April 2014 - December 2014
Towne Park February 2013 - April 2014
Dorel Juvenile Group February 2013 - September 2013
Indiana Public Retirement System May 2011 - August 2011
Ameriprise Financial Services, Inc. May 2011 - August 2011
Education
Seattle University 2015 — 2017
Master of Business Administration (MBA)
Basic Officer Leadership Course (BOLC) 2014 — 2014
Field Artillery
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.)
Seattle University January 2015 - Present
Army National Guard December 2011 - Present
Towne Park April 2014 - December 2014
Towne Park February 2013 - April 2014
Dorel Juvenile Group February 2013 - September 2013
Indiana Public Retirement System May 2011 - August 2011
Ameriprise Financial Services, Inc. May 2011 - August 2011
Education
Seattle University 2015 — 2017
Master of Business Administration (MBA)
Basic Officer Leadership Course (BOLC) 2014 — 2014
Field Artillery
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.)
Andrew Ostlund Andrew Ostlund's Ameriprise Financial Services, Inc. Experience June 2005 - July 2009
Job Sales Manager at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group July 2015 - Present
University of Minnesota January 2014 - May 2015
NRECA July 2009 - March 2012
Ameriprise Financial Services, Inc. June 2005 - July 2009
Ameriprise Financial Services, Inc. October 2001 - June 2005
Ameriprise Financial Services, Inc. July 1999 - October 2001
Skills
Customer Service, Personal Financial..., Team Building, Strategic Planning, Leadership, Training, Management, Asset Allocation, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Marketing, Certified Financial..., Sales, Editing, Employee Benefits, Investments, Coaching, Employee Training, Mentoring, Client Relations, Research, Program Management, Financial Planning, Leadership Development
Education
Humphrey School of Public Affairs 2013 — 2015
Master's degree, Public Affairs, 3.9 GPA
University of Minnesota-Twin Cities 2013 — 2015
Graduate Certificate, Non-Profit/Public/Organizational Management, 4.0 GPA
Northwestern College 1994 — 1998
Bachelor’s Degree, Pastoral Studies/Counseling
IMG Financial Group July 2015 - Present
University of Minnesota January 2014 - May 2015
NRECA July 2009 - March 2012
Ameriprise Financial Services, Inc. June 2005 - July 2009
Ameriprise Financial Services, Inc. October 2001 - June 2005
Ameriprise Financial Services, Inc. July 1999 - October 2001
Skills
Customer Service, Personal Financial..., Team Building, Strategic Planning, Leadership, Training, Management, Asset Allocation, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Marketing, Certified Financial..., Sales, Editing, Employee Benefits, Investments, Coaching, Employee Training, Mentoring, Client Relations, Research, Program Management, Financial Planning, Leadership Development
Education
Humphrey School of Public Affairs 2013 — 2015
Master's degree, Public Affairs, 3.9 GPA
University of Minnesota-Twin Cities 2013 — 2015
Graduate Certificate, Non-Profit/Public/Organizational Management, 4.0 GPA
Northwestern College 1994 — 1998
Bachelor’s Degree, Pastoral Studies/Counseling
Tony Aguilar's Ameriprise Financial Services, Inc. Experience June 2008 - November 2008
Job CoFounder & CEO, Student Loan Genius
Industry Internet
Experience
Student Loan Genius (Formerly Student Loan Benefits) June 2013 - Present
Amiti Advising December 2010 - Present
Concordia University Texas August 2014 - Present
Concordia University Texas September 2010 - Present
Campus Slice (Acquired) June 2012 - August 2013
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. June 2008 - November 2008
Skills
Public Speaking, Start-ups, Strategic Planning, Marketing, Mentoring, Customer Service, Strategic Financial..., Finance, Blogging, Market Research, Facebook, Investment Strategies, Portfolio Management, Personal Budgeting, College Savings Plans, Debt-Repayment Plans, Credit Management, Entrepreneurship, Financial Analysis, Small Business, Social Networking, Fundraising, Social Media Marketing, Project Planning, Social Media, New Business Development, Management, Business Development, Online Marketing
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance, Business Law, Economics
Student Loan Genius (Formerly Student Loan Benefits) June 2013 - Present
Amiti Advising December 2010 - Present
Concordia University Texas August 2014 - Present
Concordia University Texas September 2010 - Present
Campus Slice (Acquired) June 2012 - August 2013
Waddell & Reed January 2009 - June 2010
Ameriprise Financial Services, Inc. June 2008 - November 2008
Skills
Public Speaking, Start-ups, Strategic Planning, Marketing, Mentoring, Customer Service, Strategic Financial..., Finance, Blogging, Market Research, Facebook, Investment Strategies, Portfolio Management, Personal Budgeting, College Savings Plans, Debt-Repayment Plans, Credit Management, Entrepreneurship, Financial Analysis, Small Business, Social Networking, Fundraising, Social Media Marketing, Project Planning, Social Media, New Business Development, Management, Business Development, Online Marketing
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance, Business Law, Economics
Royal Jaros, CFP®, MBA, Private Wealth Advisor Royal Jaros, CFP®, MBA, Private Wealth Advisor's Ameriprise Financial Services, Inc. Experience May 2007 - Present
Job Jaros & Associates A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2007 - Present
Ameriprise Financial Services, Inc. October 1990 - April 2007
Education
CERTIFIED FINANCIAL PLANNER ™ practitioner 1993 — 1995
CFP®, Financial Planning
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
Minnesota State University, Moorhead 1983 — 1987
Bachelor of Science in Marketing, Bachelor of Science in Management
Ameriprise Financial Services, Inc. May 2007 - Present
Ameriprise Financial Services, Inc. October 1990 - April 2007
Education
CERTIFIED FINANCIAL PLANNER ™ practitioner 1993 — 1995
CFP®, Financial Planning
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
Minnesota State University, Moorhead 1983 — 1987
Bachelor of Science in Marketing, Bachelor of Science in Management
Taylor Ahnert's Ameriprise Financial Services, Inc. Experience September 2013 - February 2014
Job Lab/ EKG Tech/ assistant at Texoma Medical Center Emergency Department
Industry Medical Practice
Experience
Texoma Medical Center Emergency Department June 2015 - Present
Texoma Medical Center December 2014 - Present
Kay Jewelers February 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2014
World Of Sun May 2012 - August 2013
The Father's House (Abundant Life Child Care) May 2009 - August 2013
Bath & Body Works May 2012 - June 2013
Paddy's Cafe May 2010 - May 2011
Skills
Sales, Customer Service, Event Management, Public Speaking, Microsoft Excel, Research, Microsoft Office, PowerPoint, English, Outlook, Negotiation, Marketing, Microsoft Word, Windows, Teaching, Strategic Planning, Budgets, Phlebotomy, Medical Technology, EKG, Direct Patient Care
Education
Hutchinson Community College 2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Sterling College 2010 — 2012
Texoma Medical Center Emergency Department June 2015 - Present
Texoma Medical Center December 2014 - Present
Kay Jewelers February 2014 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2014
World Of Sun May 2012 - August 2013
The Father's House (Abundant Life Child Care) May 2009 - August 2013
Bath & Body Works May 2012 - June 2013
Paddy's Cafe May 2010 - May 2011
Skills
Sales, Customer Service, Event Management, Public Speaking, Microsoft Excel, Research, Microsoft Office, PowerPoint, English, Outlook, Negotiation, Marketing, Microsoft Word, Windows, Teaching, Strategic Planning, Budgets, Phlebotomy, Medical Technology, EKG, Direct Patient Care
Education
Hutchinson Community College 2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Sterling College 2010 — 2012
Nicholas Stoner's Ameriprise Financial Services, Inc. Experience May 2001 - December 2003
Job Business Development Manager at BCS Recycling Specialists/Asset Management
Industry Renewables & Environment
Experience
BCS Recycling Specialists July 2015 - Present
Arrow Electronics August 2014 - July 2015
GENCO March 2011 - August 2014
Self-Employed May 2005 - March 2011
Charles Schwab January 2005 - May 2005
Liberty Mutual Insurance December 2003 - January 2005
Ameriprise Financial Services, Inc. May 2001 - December 2003
Skills
Sales Operations, Sales Presentations, Sales Management, New Business Development, Technical Product Sales, Execution of Business..., Financial Markets, Business Networking, Resolving Issues, Thrive in A Fast-paced..., Liquidation, Deal Execution, Strategy Execution, Lead Generation, New Business Generation, Solution Selling, Solutions Marketing, Creative Solutions, Cross-functional Team..., Operations Management
Education
Indiana University Bloomington 1995 — 2000
B.S. General Science And Mathematics, Biology, General
BCS Recycling Specialists July 2015 - Present
Arrow Electronics August 2014 - July 2015
GENCO March 2011 - August 2014
Self-Employed May 2005 - March 2011
Charles Schwab January 2005 - May 2005
Liberty Mutual Insurance December 2003 - January 2005
Ameriprise Financial Services, Inc. May 2001 - December 2003
Skills
Sales Operations, Sales Presentations, Sales Management, New Business Development, Technical Product Sales, Execution of Business..., Financial Markets, Business Networking, Resolving Issues, Thrive in A Fast-paced..., Liquidation, Deal Execution, Strategy Execution, Lead Generation, New Business Generation, Solution Selling, Solutions Marketing, Creative Solutions, Cross-functional Team..., Operations Management
Education
Indiana University Bloomington 1995 — 2000
B.S. General Science And Mathematics, Biology, General
Somasekhar Motukuri's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Performance Test Consultant at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Sabre Holdings January 2013 - June 2015
Mercury Payment Systems October 2011 - December 2012
HP Enterprise Services January 2011 - October 2011
Erie Insurance Group September 2009 - December 2010
ADP April 2009 - September 2009
FM Global March 2008 - February 2009
GSI Commerce May 2006 - December 2008
Skills
Test Planning, Test Strategy, Unix, SQL, Java, Agile Methodologies, SDLC, Test Automation, Scrum, LoadRunner, Testing, Web Services, Requirements Analysis, Oracle, Regression Testing
Education
Humber College 2004 — 2006
MS, Computer Science
Madras University 2000 — 2004
Bachelors, Computer Science
Ameriprise Financial Services, Inc. June 2015 - Present
Sabre Holdings January 2013 - June 2015
Mercury Payment Systems October 2011 - December 2012
HP Enterprise Services January 2011 - October 2011
Erie Insurance Group September 2009 - December 2010
ADP April 2009 - September 2009
FM Global March 2008 - February 2009
GSI Commerce May 2006 - December 2008
Skills
Test Planning, Test Strategy, Unix, SQL, Java, Agile Methodologies, SDLC, Test Automation, Scrum, LoadRunner, Testing, Web Services, Requirements Analysis, Oracle, Regression Testing
Education
Humber College 2004 — 2006
MS, Computer Science
Madras University 2000 — 2004
Bachelors, Computer Science
Jacquelyn Larson Jacquelyn Larson's Ameriprise Financial Services, Inc. Experience May 2000 - May 2010
Job at
Industry Financial Services
Experience
Project Consulting Group April 2015 - Present
Union Bank November 2013 - April 2015
Union Bank November 2010 - January 2012
Ameriprise Financial Services, Inc. May 2000 - May 2010
Skills
Mutual Funds, Trading, Wealth Management, Investments, Securities, Financial Services, Portfolio Management, Banking, Equities, Retirement, Finance, Financial Advisory, Microsoft Office, Analysis
Education
Holy Cross College
Project Consulting Group April 2015 - Present
Union Bank November 2013 - April 2015
Union Bank November 2010 - January 2012
Ameriprise Financial Services, Inc. May 2000 - May 2010
Skills
Mutual Funds, Trading, Wealth Management, Investments, Securities, Financial Services, Portfolio Management, Banking, Equities, Retirement, Finance, Financial Advisory, Microsoft Office, Analysis
Education
Holy Cross College
Jennifer Gallant,CRPC®, LUTCF's Ameriprise Financial Services, Inc. Experience February 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 1996 - Present
Education
Indiana University Bloomington 1983 — 1987
BA, Spanish and Business
Ameriprise Financial Services, Inc. February 1996 - Present
Education
Indiana University Bloomington 1983 — 1987
BA, Spanish and Business
Douglas Gehrke's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Education
Indiana State University - School of Business 2008 — 2012
Bachelor's Degree, Finance and Economics
Plymouth High School 2004 — 2008
High School
Ameriprise Financial Services, Inc. December 2012 - Present
Education
Indiana State University - School of Business 2008 — 2012
Bachelor's Degree, Finance and Economics
Plymouth High School 2004 — 2008
High School
Dermel Franklin Dermel Franklin's Ameriprise Financial Services, Inc. Experience September 2010 - Present
Job Financial Planning Specialist at Bump Financial Group, A private wealth advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Financial Planning, Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Series 7, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Financial Services
Education
Howard University 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial Services, Inc. September 2010 - Present
Ameriprise Financial January 2007 - May 2008
Skills
Financial Planning, Asset Management, Insurance Planning, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management, Asset Allocation, Investments, Series 7, Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Financial Services
Education
Howard University 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Elizabeth Warmuth's Ameriprise Financial Services, Inc. Experience July 2009 - July 2010
Job Office Coordinator, Cancer Center for Kids at Winthrop University Hospital
Industry Hospital & Health Care
Experience
Cancer Center for Kids, Winthrop-University Hospital October 2014 - Present
Winthrop-University Hospital April 2013 - September 2014
Metro Physical Therapy & Aquatics by the Sea November 2012 - April 2013
Iavarone Bros. Retail Store February 2007 - April 2013
Ameriprise Financial Services, Inc. July 2009 - July 2010
V.P.L. (Visible Panty Line) August 2009 - January 2010
Skills
Customer Service, Retail, Inventory Management, Merchandising, Visual Merchandising, Store Management, Loss Prevention, Sales, Microsoft Excel, Microsoft Office, Inventory Control, Budgets, Team Building, Management, Sales Management, Healthcare, PowerPoint, Event Planning, Marketing, Microsoft Word, Public Speaking, Social Media, Social Networking
Education
Hofstra University 2008 — 2012
Bachelors, Business Administration
Nassau Community College 2008 — 2010
Associates Degree, Fashion Buying and Merchandising
Cancer Center for Kids, Winthrop-University Hospital October 2014 - Present
Winthrop-University Hospital April 2013 - September 2014
Metro Physical Therapy & Aquatics by the Sea November 2012 - April 2013
Iavarone Bros. Retail Store February 2007 - April 2013
Ameriprise Financial Services, Inc. July 2009 - July 2010
V.P.L. (Visible Panty Line) August 2009 - January 2010
Skills
Customer Service, Retail, Inventory Management, Merchandising, Visual Merchandising, Store Management, Loss Prevention, Sales, Microsoft Excel, Microsoft Office, Inventory Control, Budgets, Team Building, Management, Sales Management, Healthcare, PowerPoint, Event Planning, Marketing, Microsoft Word, Public Speaking, Social Media, Social Networking
Education
Hofstra University 2008 — 2012
Bachelors, Business Administration
Nassau Community College 2008 — 2010
Associates Degree, Fashion Buying and Merchandising
Alanna Morey's Ameriprise Financial Services, Inc. Experience April 2013 - Present
Job Operations Director & Marketing Manager at Siena Wealth Advisory Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration, Marketing, International Business
Ameriprise Financial Services, Inc. April 2013 - Present
Education
Hofstra University 2007 — 2011
Bachelor of Business Administration, Marketing, International Business
Jason Glazier's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Financial Advisor at Strategic Planning & Investment Advisors, a financial advisory practice of Ameriprise Fin. Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Wells Fargo Advisors May 2007 - July 2012
Merrill Lynch June 2005 - April 2007
Citibank April 2003 - April 2005
Education
Humboldt State University 1999 — 2001
Business Administration, International Business & German
Santa Rosa Junior College 1993 — 1999
Associates in Arts, Liberal Arts
Ameriprise Financial Services, Inc. July 2012 - Present
Wells Fargo Advisors May 2007 - July 2012
Merrill Lynch June 2005 - April 2007
Citibank April 2003 - April 2005
Education
Humboldt State University 1999 — 2001
Business Administration, International Business & German
Santa Rosa Junior College 1993 — 1999
Associates in Arts, Liberal Arts
Carly McPhillips Carly McPhillips's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Club Quarters Hotels Global membership sales for 17 hotels throughout the US and London
Industry Hospitality
Experience
Club Quarters Hotels June 2015 - Present
Hilton Worldwide May 2012 - June 2015
Hotel Sax Chicago November 2009 - September 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Corporate Events, Event Management, Event Planning, Hospitality, Trade Shows, Hotels, Catering, Hospitality Industry, Food & Beverage, Social Media Marketing, Marketing, Revenue Analysis, Wedding Planning, Public Relations, Parties, Hospitality Management, Social Media, Contract Negotiation, Sales, Sales Management, Customer Satisfaction, Hotel Management, Tourism, Management, Banquets
Education
Illinois State University 2003 — 2007
Bachelors, Marketing
Carl Sandburg High School
Club Quarters Hotels June 2015 - Present
Hilton Worldwide May 2012 - June 2015
Hotel Sax Chicago November 2009 - September 2012
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Corporate Events, Event Management, Event Planning, Hospitality, Trade Shows, Hotels, Catering, Hospitality Industry, Food & Beverage, Social Media Marketing, Marketing, Revenue Analysis, Wedding Planning, Public Relations, Parties, Hospitality Management, Social Media, Contract Negotiation, Sales, Sales Management, Customer Satisfaction, Hotel Management, Tourism, Management, Banquets
Education
Illinois State University 2003 — 2007
Bachelors, Marketing
Carl Sandburg High School
Geoffrey P. Tetrault's Ameriprise Financial Services, Inc. Experience 1986 - 1989
Job 21st Century Entreprenuer
Industry Financial Services
Experience
eSeniorLife LLC January 2011 - Present
Independent Wealth Management 2009 - Present
Allstate February 2011 - 2015
Fifth Third Bank 2007 - 2009
PNC 2000 - 2007
Citi 1998 - 2000
Chase 1992 - 1998
Citi 1989 - 1992
Ameriprise Financial Services, Inc. 1986 - 1989
Skills
Strategy, Marketing Strategy, Financial Services, Sales Operations, Finance, Small Business, Selling, Sales, Relationship Management, Recruiting, Lead Generation, Start-ups, Executive Management, Fixed Annuities, Life Insurance, Performing, CRM, Integration, Salesforce.com, Sales Process, B2B, Entrepreneurship, Wealth Management, Cold Calling, Strategic Partnerships, Retirement, Term Life Insurance, Vision and articulation, Sensitivity to the..., Sensitivity to member..., Performing..., Personal risk taking
Education
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science (BS), Operations & Systems Management
School For Creative and Performing Arts 1976 — 1980
eSeniorLife LLC January 2011 - Present
Independent Wealth Management 2009 - Present
Allstate February 2011 - 2015
Fifth Third Bank 2007 - 2009
PNC 2000 - 2007
Citi 1998 - 2000
Chase 1992 - 1998
Citi 1989 - 1992
Ameriprise Financial Services, Inc. 1986 - 1989
Skills
Strategy, Marketing Strategy, Financial Services, Sales Operations, Finance, Small Business, Selling, Sales, Relationship Management, Recruiting, Lead Generation, Start-ups, Executive Management, Fixed Annuities, Life Insurance, Performing, CRM, Integration, Salesforce.com, Sales Process, B2B, Entrepreneurship, Wealth Management, Cold Calling, Strategic Partnerships, Retirement, Term Life Insurance, Vision and articulation, Sensitivity to the..., Sensitivity to member..., Performing..., Personal risk taking
Education
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science (BS), Operations & Systems Management
School For Creative and Performing Arts 1976 — 1980
Collin McEnery's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Student at Indiana University Bloomington
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Gas N Wash LLC May 2013 - August 2014
Cooper's Hawk Winery and Restaurants May 2011 - August 2011
Skills
Finance, Accounting, Operations Management, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Time Management, Teamwork, Customer Service
Education
Indiana University Bloomington 2011 — 2015
BS, Finance and Operations Management and Spanish Minor, Senior
Ameriprise Financial Services, Inc. June 2015 - Present
Gas N Wash LLC May 2013 - August 2014
Cooper's Hawk Winery and Restaurants May 2011 - August 2011
Skills
Finance, Accounting, Operations Management, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Time Management, Teamwork, Customer Service
Education
Indiana University Bloomington 2011 — 2015
BS, Finance and Operations Management and Spanish Minor, Senior
Whitney Emanuel, CRPC®'s Ameriprise Financial Services, Inc. Experience February 2011 - May 2014
Job Guiding driven individuals and families in the Twin Cities area to develop a sound financial plan for their future.
Industry Insurance
Experience
Eagle Strategies, LLC June 2014 - Present
NYLife Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - May 2014
Mintahoe Catering & Events December 2009 - December 2010
Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish
Hillsdale College 2006 — 2007
Southwest Mpls 2002 — 2006
Roosevelt Grad Coach Program
Roosevelt Grad Coach Program
Eagle Strategies, LLC June 2014 - Present
NYLife Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - May 2014
Mintahoe Catering & Events December 2009 - December 2010
Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish
Hillsdale College 2006 — 2007
Southwest Mpls 2002 — 2006
Roosevelt Grad Coach Program
Roosevelt Grad Coach Program
Tiffany C. Even Tiffany C. Even's Ameriprise Financial Services, Inc. Experience November 2007 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2007 - Present
Fairway Hills Apartments, Rapid City, SD 2002 - 2007
Peoples Bank, Lester, IA 1995 - 2001
Skills
Customer Service, Client Relationships, Insurance Broker/Agent, Risk Management, Social Media, Strategic Planning, Protection Planning, Education Planning, Diligence, Ethical Character, Attention to Detail, Ability to Listen
Education
National American University
Bachelor of Science (BS), Business Administration with an emphasis in Financial Management
Indian Hills Community College
Associate of Arts (A.A.), General Studies
Ottumwa High School
High School Diploma, General Studies
Ameriprise Financial Services, Inc. November 2007 - Present
Fairway Hills Apartments, Rapid City, SD 2002 - 2007
Peoples Bank, Lester, IA 1995 - 2001
Skills
Customer Service, Client Relationships, Insurance Broker/Agent, Risk Management, Social Media, Strategic Planning, Protection Planning, Education Planning, Diligence, Ethical Character, Attention to Detail, Ability to Listen
Education
National American University
Bachelor of Science (BS), Business Administration with an emphasis in Financial Management
Indian Hills Community College
Associate of Arts (A.A.), General Studies
Ottumwa High School
High School Diploma, General Studies
James Buri James Buri's Ameriprise Financial Services, Inc. Experience June 2009 - January 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2011 - August 2014
Fidelity Investments February 2011 - November 2011
Ameriprise Financial Services, Inc. June 2009 - January 2011
Skills
Wealth Management, Certified Financial..., Financial Advisory, Financial Services, Investments, Management, Retirement, Strategic Financial...
Education
Indiana University - Kelley School of Business 2011 — 2016
Master's Degree, Finance, General
Indiana University - Kelley School of Business 2011 — 2015
Master of Business Administration (MBA), Finance, General
University of St. Thomas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments September 2014 - Present
Fidelity Investments November 2011 - August 2014
Fidelity Investments February 2011 - November 2011
Ameriprise Financial Services, Inc. June 2009 - January 2011
Skills
Wealth Management, Certified Financial..., Financial Advisory, Financial Services, Investments, Management, Retirement, Strategic Financial...
Education
Indiana University - Kelley School of Business 2011 — 2016
Master's Degree, Finance, General
Indiana University - Kelley School of Business 2011 — 2015
Master of Business Administration (MBA), Finance, General
University of St. Thomas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brad Pinter's Ameriprise Financial Services, Inc. Experience 2006 - 2008
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
KB Elliott Financial Advisors 2011 - November 2014
MetLife 2008 - 2011
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Financial Analysis, Life Insurance, Marketing, Stocks, Mutual Funds, Strategic Financial..., Cold Calling, 401k Rollovers, Investments, Retirement Planning, Lunch & Learns, Estate Planning, Business Planning, Direct Sales, Team Management, Finance, Wealth Accumulation, IRAs, 529 Plans, Investment Advisory, Roth IRA, Financial Planning
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Double Major - Business Administration and Marketing
Illinois Valley Community College 2002 — 2004
TIAA-CREF December 2014 - Present
KB Elliott Financial Advisors 2011 - November 2014
MetLife 2008 - 2011
Ameriprise Financial Services, Inc. 2006 - 2008
Skills
Financial Analysis, Life Insurance, Marketing, Stocks, Mutual Funds, Strategic Financial..., Cold Calling, 401k Rollovers, Investments, Retirement Planning, Lunch & Learns, Estate Planning, Business Planning, Direct Sales, Team Management, Finance, Wealth Accumulation, IRAs, 529 Plans, Investment Advisory, Roth IRA, Financial Planning
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Double Major - Business Administration and Marketing
Illinois Valley Community College 2002 — 2004
Michele L. Hankin Michele L. Hankin's Ameriprise Financial Services, Inc. Experience June 2007 - October 2007
Job Dynamic and Innovative Administrative and Customer Service Specialist Seeks New Job Opportunities
Industry Executive Office
Experience
Self/Independent Contractor August 2009 - 2015
Dress Barn, Inc. February 2009 - July 2009
Tanner/Hadyen Insurance March 2008 - July 2008
Mutual of America September 2007 - January 2008
Ameriprise Financial Services, Inc. June 2007 - October 2007
West Valley Staffing Group February 2007 - April 2007
Adecco Group October 2006 - January 2007
ACT-1 Personnel Services 2005 - 2006
California Furniture Repair and Delivery March 2005 - September 2005
Livermore Software Technology Corporation April 2004 - September 2004
Skills
Interviews, Recruiting, Employee Training, Spanish, Invoicing, New Business Development, Office Management, Office Administration, Proofreading, Customer Service, Translation, Creative Writing, Highly detail oriented, Data Entry, Social Networking, Microsoft Office, Sourcing, Hiring, Temporary Staffing, Training, Type 54 WPM, Microsoft Office 97...., Adult Education, Customer Oriented, Creativity, Food & Beverage, Lead Generation, Research, Academic Tutoring, University Teaching, Microsoft Word, Writing, Creative Problem Solving, Youth Mentoring, Foreign Languages, Educational Leadership, Outstanding time..., Cross-cultural..., Telephone Skills, Telemarketing, Customer Satisfaction, Medical Records, Management, Temporary Placement, Administrative..., Teacher Training, Fedora, Customer Relationship..., Team Leadership, New Hire Orientations
Education
San Francisco State University 1991 — 1998
Master's Degree (M.A), Spanish and English
University of California, Davis 1989 — 1991
Bachelor of Arts, Spanish Language and Literature, 3.95
San Diego State University 1989 — 1989
Summer Study Abroad Program in Guanajuato, Mexico, Spanish American Drama, Spanish composition and grammar, 4.00
Shasta Community College 1988 — 1989
General Education, Spanish, U.S. History, Geology, Art History
Humboldt State University 1986 — 1988
Transferred to UC Davis, Biological Sciences and Spanish, A
Enterprise High School, Redding, California 1982 — 1986
High School Diploma, Advanced High School/College Preparatory program, 3.95
Self/Independent Contractor August 2009 - 2015
Dress Barn, Inc. February 2009 - July 2009
Tanner/Hadyen Insurance March 2008 - July 2008
Mutual of America September 2007 - January 2008
Ameriprise Financial Services, Inc. June 2007 - October 2007
West Valley Staffing Group February 2007 - April 2007
Adecco Group October 2006 - January 2007
ACT-1 Personnel Services 2005 - 2006
California Furniture Repair and Delivery March 2005 - September 2005
Livermore Software Technology Corporation April 2004 - September 2004
Skills
Interviews, Recruiting, Employee Training, Spanish, Invoicing, New Business Development, Office Management, Office Administration, Proofreading, Customer Service, Translation, Creative Writing, Highly detail oriented, Data Entry, Social Networking, Microsoft Office, Sourcing, Hiring, Temporary Staffing, Training, Type 54 WPM, Microsoft Office 97...., Adult Education, Customer Oriented, Creativity, Food & Beverage, Lead Generation, Research, Academic Tutoring, University Teaching, Microsoft Word, Writing, Creative Problem Solving, Youth Mentoring, Foreign Languages, Educational Leadership, Outstanding time..., Cross-cultural..., Telephone Skills, Telemarketing, Customer Satisfaction, Medical Records, Management, Temporary Placement, Administrative..., Teacher Training, Fedora, Customer Relationship..., Team Leadership, New Hire Orientations
Education
San Francisco State University 1991 — 1998
Master's Degree (M.A), Spanish and English
University of California, Davis 1989 — 1991
Bachelor of Arts, Spanish Language and Literature, 3.95
San Diego State University 1989 — 1989
Summer Study Abroad Program in Guanajuato, Mexico, Spanish American Drama, Spanish composition and grammar, 4.00
Shasta Community College 1988 — 1989
General Education, Spanish, U.S. History, Geology, Art History
Humboldt State University 1986 — 1988
Transferred to UC Davis, Biological Sciences and Spanish, A
Enterprise High School, Redding, California 1982 — 1986
High School Diploma, Advanced High School/College Preparatory program, 3.95
Heather Roertgen Hardwick's Ameriprise Financial Services, Inc. Experience December 2013 - Present
Job Executive Assistant at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
PJP Health Agency May 2009 - October 2013
Tutor Time November 2002 - March 2009
Skills
Software Documentation, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Customer Service, Research, Insurance, Outlook, Payroll, PowerPoint, Marketing, Employee Benefits
Education
Hofstra University 2002 — 2008
Bachelor's degree, English and American Literature
Ameriprise Financial Services, Inc. December 2013 - Present
PJP Health Agency May 2009 - October 2013
Tutor Time November 2002 - March 2009
Skills
Software Documentation, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Customer Service, Research, Insurance, Outlook, Payroll, PowerPoint, Marketing, Employee Benefits
Education
Hofstra University 2002 — 2008
Bachelor's degree, English and American Literature
Heather Fitch Heather Fitch's Ameriprise Financial Services, Inc. Experience June 2012 - April 2013
Job Central Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
IU GLBT Alumni Association July 2012 - Present
Pro Martial Arts Franchise Corp October 2013 - July 2014
Fidelity Investments April 2013 - June 2014
Pro Martial Arts Franchise Corp November 2012 - April 2013
Ameriprise Financial Services, Inc. June 2012 - April 2013
MassMutual Financial Group July 2011 - May 2012
Capital Group Companies/American Funds Service Company December 2006 - August 2011
Indiana University Parking Operations August 2005 - October 2006
IU Department of Sociology January 2006 - May 2006
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
MBA, Marketing
Indiana University Bloomington 2001 — 2006
BA, Sociology, Linguistics
Northwestern University
Certified Financial Planner program
Indiana Academy for Science, Mathematics and Humanities
Fidelity Investments June 2014 - Present
IU GLBT Alumni Association July 2012 - Present
Pro Martial Arts Franchise Corp October 2013 - July 2014
Fidelity Investments April 2013 - June 2014
Pro Martial Arts Franchise Corp November 2012 - April 2013
Ameriprise Financial Services, Inc. June 2012 - April 2013
MassMutual Financial Group July 2011 - May 2012
Capital Group Companies/American Funds Service Company December 2006 - August 2011
Indiana University Parking Operations August 2005 - October 2006
IU Department of Sociology January 2006 - May 2006
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
MBA, Marketing
Indiana University Bloomington 2001 — 2006
BA, Sociology, Linguistics
Northwestern University
Certified Financial Planner program
Indiana Academy for Science, Mathematics and Humanities
Robin Massey's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Financial Planning Assistant
Industry Education Management
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Rensselaer Polytechnic Institute September 2012 - July 2015
East Greenbush Central Schools August 2010 - September 2012
Hudson Valley Community College December 2007 - November 2009
Wachovia Securities, LLC August 2000 - February 2005
First Albany Corporation June 1998 - August 2000
First Albany Corporation December 1993 - June 1998
Skills
MS Office Suite, SCT Banner, Mandarin, QuickBooks Pro, ACT, Janna, ILX/Beta, Infomax, MS Access, Program Management, Strategic Planning, Access, Accounts Payable, Customer Service, Finance, Higher Education, Microsoft Office
Education
Siena College 1990 — 1992
Bachelors, Business Administration in Accounting
Hudson Valley Community College 1987 — 1989
Associates, Business Adminstration
Ameriprise Financial Services, Inc. July 2015 - Present
Rensselaer Polytechnic Institute September 2012 - July 2015
East Greenbush Central Schools August 2010 - September 2012
Hudson Valley Community College December 2007 - November 2009
Wachovia Securities, LLC August 2000 - February 2005
First Albany Corporation June 1998 - August 2000
First Albany Corporation December 1993 - June 1998
Skills
MS Office Suite, SCT Banner, Mandarin, QuickBooks Pro, ACT, Janna, ILX/Beta, Infomax, MS Access, Program Management, Strategic Planning, Access, Accounts Payable, Customer Service, Finance, Higher Education, Microsoft Office
Education
Siena College 1990 — 1992
Bachelors, Business Administration in Accounting
Hudson Valley Community College 1987 — 1989
Associates, Business Adminstration
Gilda Sorenson's Ameriprise Financial Services, Inc. Experience September 2009 - December 2011
Job Executive Assistant at Gordon Food Service
Industry Food & Beverages
Experience
Gordon Food Service February 2014 - Present
Gordon Food Service December 2011 - February 2014
Ameriprise Financial Services, Inc. September 2009 - December 2011
PESG September 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Food, Budgets, Event Planning, Access, Data Entry, Time Management, Event Management, Team Building
Education
Hope College 1988 — 1991
Bachelor of Arts (BA), English/Language Arts Teacher Education
Creston High School 1983 — 1987
Gordon Food Service February 2014 - Present
Gordon Food Service December 2011 - February 2014
Ameriprise Financial Services, Inc. September 2009 - December 2011
PESG September 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Food, Budgets, Event Planning, Access, Data Entry, Time Management, Event Management, Team Building
Education
Hope College 1988 — 1991
Bachelor of Arts (BA), English/Language Arts Teacher Education
Creston High School 1983 — 1987
Venkata Kishore Potti Venkata Kishore Potti's Ameriprise Financial Services, Inc. Experience June 2009 - February 2011
Job Senior Manager at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions August 2011 - Present
Blue Cross and Blue Shield of Minnesota February 2011 - Present
Cognizant Technology Solutions February 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - February 2011
Infosys Technologies Ltd July 1997 - February 2011
American Express Technologies April 2008 - June 2009
Ameriprise Financial Services, Inc. May 2005 - April 2008
American Express February 2003 - May 2005
American Express May 2001 - February 2003
Aon Risk Solutions June 1997 - May 2001
Skills
Account Management, Program Management, Banking, Retail, Healthcare, Insurance, Budgeting, Planning, Customer Relations, Offshore, Vendor, Integration, ITIL, SDLC, Analysis, Requirements Analysis, Testing, Deployment, Global Delivery, Software Development, Coordination, Data Center, Deliverables, Application Development, Change Management, PMO, Project Planning, Problem Solving, Business Requirements, Microsoft Office, ASP, VBScript, JavaScript, Healthcare Information..., Business Analysis, PMP, Project Portfolio..., Requirements Gathering
Education
Indian Institute of Technology, Kanpur 1995 — 1997
Masters in Technology, Materials and Metallurgical Engineering
Sri Krishnadevaraya University 1991 — 1995
B.Tech, Mechnical Engineering
Cognizant Technology Solutions August 2011 - Present
Blue Cross and Blue Shield of Minnesota February 2011 - Present
Cognizant Technology Solutions February 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - February 2011
Infosys Technologies Ltd July 1997 - February 2011
American Express Technologies April 2008 - June 2009
Ameriprise Financial Services, Inc. May 2005 - April 2008
American Express February 2003 - May 2005
American Express May 2001 - February 2003
Aon Risk Solutions June 1997 - May 2001
Skills
Account Management, Program Management, Banking, Retail, Healthcare, Insurance, Budgeting, Planning, Customer Relations, Offshore, Vendor, Integration, ITIL, SDLC, Analysis, Requirements Analysis, Testing, Deployment, Global Delivery, Software Development, Coordination, Data Center, Deliverables, Application Development, Change Management, PMO, Project Planning, Problem Solving, Business Requirements, Microsoft Office, ASP, VBScript, JavaScript, Healthcare Information..., Business Analysis, PMP, Project Portfolio..., Requirements Gathering
Education
Indian Institute of Technology, Kanpur 1995 — 1997
Masters in Technology, Materials and Metallurgical Engineering
Sri Krishnadevaraya University 1991 — 1995
B.Tech, Mechnical Engineering
William Prather William Prather's Ameriprise Financial Services, Inc. Experience November 1997 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 1997 - Present
Bob's Stores February 1989 - June 1996
Education
Hobart and William Smith Colleges 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature, General
Irvington High 1964 — 1967
English Language and Literature, General
Ameriprise Financial Services, Inc. November 1997 - Present
Bob's Stores February 1989 - June 1996
Education
Hobart and William Smith Colleges 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature, General
Irvington High 1964 — 1967
English Language and Literature, General
James Bartunek's Ameriprise Financial Services, Inc. Experience January 2007 - December 2007
Job Owner, Express Employment Professionals
Industry Staffing and Recruiting
Experience
Netsmart Technologies, Inc. January 2009 - March 2012
Ameriprise Financial Services, Inc. January 2007 - December 2007
CA, Inc. (formerly Computer Associates International) 2003 - 2006
CA, Inc. 2003 - 2003
CA, Inc. 2002 - 2003
CA, Inc. 2000 - 2002
CA, Inc. 1999 - 2000
CA, Inc. 1996 - 1999
CA, Inc. 1993 - 1996
CA, Inc. 1991 - 1993
Education
Hofstra University 1985 — 1989
Bachelor of Science, Computer Science & Business Administration, Summa Cum Laude & Valedictorian
Netsmart Technologies, Inc. January 2009 - March 2012
Ameriprise Financial Services, Inc. January 2007 - December 2007
CA, Inc. (formerly Computer Associates International) 2003 - 2006
CA, Inc. 2003 - 2003
CA, Inc. 2002 - 2003
CA, Inc. 2000 - 2002
CA, Inc. 1999 - 2000
CA, Inc. 1996 - 1999
CA, Inc. 1993 - 1996
CA, Inc. 1991 - 1993
Education
Hofstra University 1985 — 1989
Bachelor of Science, Computer Science & Business Administration, Summa Cum Laude & Valedictorian
Richard Dvorak, CFP®'s Ameriprise Financial Services, Inc. Experience May 2000 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Houston Baptist University - College of Business and Economics 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ameriprise May 2000 - Present
Ameriprise Financial Services, Inc. May 2000 - Present
Education
Houston Baptist University - College of Business and Economics 1994 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kapil Chadha's Ameriprise Financial Services, Inc. Experience December 2004 - Present
Job Vice President, Strategic Operations Transformation
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2004 - Present
American Express April 2004 - December 2005
Skills
Business Analysis, Business Strategy, Financial Modeling, Strategy, Vendor Management, Management, Business Process..., Management Consulting, Program Management, Leadership, Organizational..., Continuous Process..., Lean Management, Operations Management, Portfolio Management, Financial Services, Risk Management, Analytics
Education
Indian Institute of Management, Calcutta 2002 — 2004
Master of Business Administration (M.B.A.), Strategy, Finance
Panjab University 1997 — 2001
Engineer’s Degree, Chemical Engineering
Ameriprise Financial Services, Inc. December 2004 - Present
American Express April 2004 - December 2005
Skills
Business Analysis, Business Strategy, Financial Modeling, Strategy, Vendor Management, Management, Business Process..., Management Consulting, Program Management, Leadership, Organizational..., Continuous Process..., Lean Management, Operations Management, Portfolio Management, Financial Services, Risk Management, Analytics
Education
Indian Institute of Management, Calcutta 2002 — 2004
Master of Business Administration (M.B.A.), Strategy, Finance
Panjab University 1997 — 2001
Engineer’s Degree, Chemical Engineering
Anita Catron's Ameriprise Financial Services, Inc. Experience 2004 - 2010
Job Trained volunteer at Junior League of Salt Lake City
Industry Financial Services
Experience
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Ameriprise Financial Trained volunteerJunior League of Salt Lake CityAugust 2005 - Present
Ameriprise Financial Services, Inc. 2004 - 2010
Pleiades Software 2004 - 2005
American Express Financial Advisors 2000 - 2004
American Express Financial Advisors 2000 - 2004
Education
Middlebury College 1960 — 1962
MA, Spanish Language and Literature
Hood College 1957 — 1961
Haddonfield Memorial High School
Parimal Tiwari's Ameriprise Financial Services, Inc. Experience 2005 - 2014
Job GCP at Wipro technologies
Industry Information Technology and Services
Experience
Wipro September 2014 - Present
Infosys October 2009 - August 2014
Ameriprise Financial Services, Inc. 2005 - 2014
Skills
SDLC, Requirements Analysis, Software Project..., Business Analysis, Global Delivery, Requirements Gathering, Pre-sales, Solution Architecture, IT Strategy, Agile Methodologies, Program Management, Vendor Management, PL/SQL, SQL, Unix, PMP, SOA, Data Warehousing, Business Intelligence, Enterprise Architecture, Java Enterprise Edition, DB2, Oracle, Data Modeling, Web Services, ETL
Education
Indian Institute of Technology, Roorkee 1994 — 1998
Wipro September 2014 - Present
Infosys October 2009 - August 2014
Ameriprise Financial Services, Inc. 2005 - 2014
Skills
SDLC, Requirements Analysis, Software Project..., Business Analysis, Global Delivery, Requirements Gathering, Pre-sales, Solution Architecture, IT Strategy, Agile Methodologies, Program Management, Vendor Management, PL/SQL, SQL, Unix, PMP, SOA, Data Warehousing, Business Intelligence, Enterprise Architecture, Java Enterprise Edition, DB2, Oracle, Data Modeling, Web Services, ETL
Education
Indian Institute of Technology, Roorkee 1994 — 1998
Noriel Flores's Ameriprise Financial Services, Inc. Experience 2005 - 2007
Job Business Development Executive Financial Services at Infosys
Industry Financial Services
Experience
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
George Tsatsos's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job General Manager at Yew Chung International School Silicon Valley
Industry Financial Services
Experience
Yew Chung International School - Silicon Valley February 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - December 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) September 2004 - September 2007
American Express May 2001 - August 2003
American Express October 1999 - May 2001
CHUO SENKO VN May 1996 - August 1996
LFG, LLC. January 1996 - May 1996
Skills
Series 7, Financial Services, Mutual Funds, Relationship Management, Securities, Wealth Management, Requirements Gathering, Back Office, Financial Modeling, Competitive Analysis, Product Management, Increasing ROI, Microsoft Access, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Thunderbird School of Global Management 2006 — 2008
Masters in Global Management, International Management
Purdue University 1993 — 1998
Bachelor's degree, Organizational Leadership
Yew Chung International School - Silicon Valley February 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - December 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) September 2004 - September 2007
American Express May 2001 - August 2003
American Express October 1999 - May 2001
CHUO SENKO VN May 1996 - August 1996
LFG, LLC. January 1996 - May 1996
Skills
Series 7, Financial Services, Mutual Funds, Relationship Management, Securities, Wealth Management, Requirements Gathering, Back Office, Financial Modeling, Competitive Analysis, Product Management, Increasing ROI, Microsoft Access, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Thunderbird School of Global Management 2006 — 2008
Masters in Global Management, International Management
Purdue University 1993 — 1998
Bachelor's degree, Organizational Leadership
Lorna Goldsmit's Ameriprise Financial Services, Inc. Experience June 2015 - Present
Job Financial Planning Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Hilton Concord March 2012 - June 2015
Hilton March 2008 - April 2012
Restoration Hardware May 2007 - October 2007
NCO Group January 2006 - February 2007
Skills
Hotels, Customer Service, Outlook, Call Center, Microsoft Excel, Microsoft Word, Data Entry, Microsoft Office, PowerPoint, Customer Satisfaction, Customer Retention, Process Scheduler, Accounts Receivable, Hospitality, Training
Education
University of Phoenix 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Humphreys College 2010 — 2011
Certificate, Paralegal
University of Phoenix 2008 — 2010
Associates, Hospitality, Travel and Tourism
San Joaquin Delta College 2002 — 2002
Ameriprise Financial Services, Inc. June 2015 - Present
Hilton Concord March 2012 - June 2015
Hilton March 2008 - April 2012
Restoration Hardware May 2007 - October 2007
NCO Group January 2006 - February 2007
Skills
Hotels, Customer Service, Outlook, Call Center, Microsoft Excel, Microsoft Word, Data Entry, Microsoft Office, PowerPoint, Customer Satisfaction, Customer Retention, Process Scheduler, Accounts Receivable, Hospitality, Training
Education
University of Phoenix 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Humphreys College 2010 — 2011
Certificate, Paralegal
University of Phoenix 2008 — 2010
Associates, Hospitality, Travel and Tourism
San Joaquin Delta College 2002 — 2002
Patti Heidorn's Ameriprise Financial Services, Inc. Experience May 2011 - Present
Job Financial Advisor at Ameriprise Financial, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 2007 - Present
Morgan Stanley Smith Barney October 2007 - May 2012
Education
Illinois State University 1975 — 1979
Bachelor of Science, Mathematics
Glenbard West High School 1971 — 1975
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 2007 - Present
Morgan Stanley Smith Barney October 2007 - May 2012
Education
Illinois State University 1975 — 1979
Bachelor of Science, Mathematics
Glenbard West High School 1971 — 1975
Christel Hamilton's Ameriprise Financial Services, Inc. Experience August 2008 - September 2010
Job Claims Examiner II at Martin's Point Health Care
Industry Financial Services
Experience
Martin's Point Health Care September 2011 - Present
Ameriprise Financial Services, Inc. August 2008 - September 2010
Seligman Data Corp September 2002 - August 2008
Unum January 2000 - August 2002
Education
Husson University 2008 — 2008
Still Working on, Business
Martin's Point Health Care September 2011 - Present
Ameriprise Financial Services, Inc. August 2008 - September 2010
Seligman Data Corp September 2002 - August 2008
Unum January 2000 - August 2002
Education
Husson University 2008 — 2008
Still Working on, Business
Chandra Olsen's Ameriprise Financial Services, Inc. Experience January 2006 - February 2008
Job Customer Relations Manager at Chips Manufacturing, Inc.
Industry Mechanical or Industrial Engineering
Experience
Chips Manufacturing, Inc. September 2008 - Present
Partners Wealth Management March 2008 - September 2008
Ameriprise Financial Services, Inc. January 2006 - February 2008
Skills
Management, Microsoft Office, Leadership, Outlook, Team Building, Operations Management, Social Media, Purchasing, Marketing, Process Improvement, Customer Service
Education
Illinois State University 1995 — 1998
Bachelor's Degree, Education
Chips Manufacturing, Inc. September 2008 - Present
Partners Wealth Management March 2008 - September 2008
Ameriprise Financial Services, Inc. January 2006 - February 2008
Skills
Management, Microsoft Office, Leadership, Outlook, Team Building, Operations Management, Social Media, Purchasing, Marketing, Process Improvement, Customer Service
Education
Illinois State University 1995 — 1998
Bachelor's Degree, Education
Dan Milev's Ameriprise Financial Services, Inc. Experience July 1999 - February 2005
Job Vice President at JPMorgan Chase Bank, N.A.
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. May 2006 - Present
Ameriprise Financial Services, Inc. July 1999 - February 2005
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank, N.A. May 2006 - Present
Ameriprise Financial Services, Inc. July 1999 - February 2005
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Business Administration and Management, General
Felicia Otisi Omoji, Esq.'s Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job H.D.I.M.T; B.A.; LL.B.; B.L.; LL.M.
Industry Legal Services
Experience
Independent 2007 - 2015
Felicia Otisi Omoji & Co. 1995 - 2013
KANU Asset Management, Wachovia Securities Financial Network November 2006 - January 2008
Fifth Third Bank 2006 - 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Law Office of Attorney Lisa K. Crawford 2005 - 2006
Godia Ventures Limited 1995 - 2002
Godia Properties 1995 - 2002
Progress Bank of Nigeria, PLC, 1991 - 1995
Ojo Maduekwe & Co. Law Office January 1990 - October 1990
Skills
Legal Writing, Series 7, Legal Research, Retirement, Investments, Mutual Funds, Mediation, Due Diligence, Wealth Management, Retirement Planning, Research, Arbitration, Securities, Contract Negotiation, Microsoft Office, Civil Litigation, Negotiation, Litigation, Alternative Dispute..., Corporate Law, Customer Service, Public Speaking, Management, Policy, Westlaw, Finance, Microsoft Excel
Education
University of Cincinnati College of Law 2012 — 2013
L.L.M, U.S. Legal System, Corporate/ Commercial Law, Int. Biz. Trans., International Commercial Arbitration
University of Cincinnati College of Law 2012 — 2013
Institute for the Global Practice of Law, Executive Program in International Business Law
Mount St. Joseph University 2004 — 2006
Bachelor of Arts (B.A.), Paralegal Studies, GPA 4.0/4.0
The Nigerian Law School 1989 — 1990
Barrister-at-law (B.L.,Post graduate vocational legal training), Barrister and Solicitor of the Supreme Court of Nigeria
University of Calabar 1985 — 1989
Bachelor of Laws (LL.B.), Law
Institute of Management and Technology, Enugu, Nigeria 1977 — 1981
Higher Diplomate of the Institute of Management and Technology (HDIMT), Mass Communication
Hondros College
Ohio Accident & Health, Life Insurance, and Variable Annuities Certification
Independent 2007 - 2015
Felicia Otisi Omoji & Co. 1995 - 2013
KANU Asset Management, Wachovia Securities Financial Network November 2006 - January 2008
Fifth Third Bank 2006 - 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Law Office of Attorney Lisa K. Crawford 2005 - 2006
Godia Ventures Limited 1995 - 2002
Godia Properties 1995 - 2002
Progress Bank of Nigeria, PLC, 1991 - 1995
Ojo Maduekwe & Co. Law Office January 1990 - October 1990
Skills
Legal Writing, Series 7, Legal Research, Retirement, Investments, Mutual Funds, Mediation, Due Diligence, Wealth Management, Retirement Planning, Research, Arbitration, Securities, Contract Negotiation, Microsoft Office, Civil Litigation, Negotiation, Litigation, Alternative Dispute..., Corporate Law, Customer Service, Public Speaking, Management, Policy, Westlaw, Finance, Microsoft Excel
Education
University of Cincinnati College of Law 2012 — 2013
L.L.M, U.S. Legal System, Corporate/ Commercial Law, Int. Biz. Trans., International Commercial Arbitration
University of Cincinnati College of Law 2012 — 2013
Institute for the Global Practice of Law, Executive Program in International Business Law
Mount St. Joseph University 2004 — 2006
Bachelor of Arts (B.A.), Paralegal Studies, GPA 4.0/4.0
The Nigerian Law School 1989 — 1990
Barrister-at-law (B.L.,Post graduate vocational legal training), Barrister and Solicitor of the Supreme Court of Nigeria
University of Calabar 1985 — 1989
Bachelor of Laws (LL.B.), Law
Institute of Management and Technology, Enugu, Nigeria 1977 — 1981
Higher Diplomate of the Institute of Management and Technology (HDIMT), Mass Communication
Hondros College
Ohio Accident & Health, Life Insurance, and Variable Annuities Certification
Praveen Singamsetty's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Project Manager at Ameriprise Financial Services, Inc.
Industry Computer Software
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Federal Reserve Bank of Minneapolis October 2011 - June 2014
UnitedHealth Group March 2009 - October 2011
R L Polk January 2008 - February 2009
Gameloft September 2006 - October 2007
MSL Inc February 2006 - September 2006
Motorola May 2004 - February 2006
Cognizant Technology Solutions September 2003 - May 2004
Skills
Java, Agile Methodologies, C++, Software Development, Mobile Applications, Unix, Business Analysis, XML, Oracle, PL/SQL, JavaScript, Data Analysis, Requirements Analysis, Software Project..., Linux, Product Management, Databases, Business Intelligence
Education
Carlson School of Management 2009 — 2012
Master of Business Administration (MBA), Marketing
Indian Institute Of Information Technology 1998 — 2003
Bachelor's degree, Computer Science
Ameriprise Financial Services, Inc. June 2014 - Present
Federal Reserve Bank of Minneapolis October 2011 - June 2014
UnitedHealth Group March 2009 - October 2011
R L Polk January 2008 - February 2009
Gameloft September 2006 - October 2007
MSL Inc February 2006 - September 2006
Motorola May 2004 - February 2006
Cognizant Technology Solutions September 2003 - May 2004
Skills
Java, Agile Methodologies, C++, Software Development, Mobile Applications, Unix, Business Analysis, XML, Oracle, PL/SQL, JavaScript, Data Analysis, Requirements Analysis, Software Project..., Linux, Product Management, Databases, Business Intelligence
Education
Carlson School of Management 2009 — 2012
Master of Business Administration (MBA), Marketing
Indian Institute Of Information Technology 1998 — 2003
Bachelor's degree, Computer Science
Lauren Battista, CFA's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Chase Investment Services Corp. July 2009 - January 2012
Ameriprise Financial August 2007 - August 2009
Vector Marketing 2003 - 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance and Mathematics
Ameriprise Financial Services, Inc. January 2012 - Present
Chase Investment Services Corp. July 2009 - January 2012
Ameriprise Financial August 2007 - August 2009
Vector Marketing 2003 - 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance and Mathematics
Matthew Tomich's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job Financial Advisor | Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Howe Barnes Hoefer & Arnett February 2005 - September 2011
Education
Illinois State University 1990-1994, B.A. Political Science
Ameriprise Financial Services, Inc. October 2011 - Present
Howe Barnes Hoefer & Arnett February 2005 - September 2011
Education
Illinois State University 1990-1994, B.A. Political Science
Luke Sabbann's Ameriprise Financial Services, Inc. Experience September 2011 - September 2013
Job Best Buy Sr Financial Analyst
Industry Retail
Experience
Best Buy September 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2013
Ameriprise Financial Services, Inc. March 2010 - September 2011
Ameriprise Financial Services, Inc. July 2008 - March 2010
Ameriprise Financial Services, Inc. June 2007 - August 2007
Skills
Forecasting, Analysis, Leadership, Valuation, Finance
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2004 — 2008
Undergraduate, Finance and Accounting
HKUST Business School 2007 — 2007
New Life Academy High School 2000 — 2004
Best Buy September 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2013
Ameriprise Financial Services, Inc. March 2010 - September 2011
Ameriprise Financial Services, Inc. July 2008 - March 2010
Ameriprise Financial Services, Inc. June 2007 - August 2007
Skills
Forecasting, Analysis, Leadership, Valuation, Finance
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2004 — 2008
Undergraduate, Finance and Accounting
HKUST Business School 2007 — 2007
New Life Academy High School 2000 — 2004
Dawn Wilson, CIMA®'s Ameriprise Financial Services, Inc. Experience January 2007 - December 2007
Job Institutional Marketing at Capital Group
Industry Financial Services
Experience
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Capital Group November 2012 - Present
Nuveen Investments January 2011 - November 2012
U.S. Bank/FAF Advisors January 2008 - January 2011
Ameriprise Financial Services, Inc. January 2007 - December 2007
Ameriprise Financial Services, Inc. December 2004 - December 2006
American Express Financial Advisors May 2004 - December 2004
Freelance Graphic Design September 2003 - April 2004
Absinthe Pictures August 2002 - August 2003
Mellon Financial November 2000 - July 2002
Dawn Wilson Art Conservation Services 1993 - 2000
Skills
Series 7, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Asset Managment, Advertising, Direct Marketing, Project Management, Marketing Strategy, Digital Marketing, Series 63, CIMA® Professional
Education
Indiana University Bloomington
MFA
Indiana University Florence, Italy
MFA
Investment Management Consultants AssociationSM in conjunction with the Wharton School, University of Pennsylvania
Certified Investment Management AnalystSM Designation
The Maryland Institute College of Art
BFA
Jay Wade's Ameriprise Financial Services, Inc. Experience December 1989 - Present
Job CLTC Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 1989 - Present
Killingly Public Schools 1986 - April 1989
United Community Services 1974 - 1986
Education
University of Hartford
Master of Public Administration (MPA)
Husson College
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. December 1989 - Present
Killingly Public Schools 1986 - April 1989
United Community Services 1974 - 1986
Education
University of Hartford
Master of Public Administration (MPA)
Husson College
Bachelor of Science (BS), Business Administration and Management, General
Chuck Callahan's Ameriprise Financial Services, Inc. Experience June 2005 - July 2006
Job Program Manager at Wells Fargo Home Mortgage
Industry Management Consulting
Experience
Wells Fargo Home Mortgage October 2014 - Present
Callahan Consulting, Inc. May 2014 - September 2014
WellPoint October 2013 - April 2014
Callahan Consulting, Inc. September 2013 - October 2013
Bremer Bank March 2013 - August 2013
Callahan Consulting, Inc. April 2012 - February 2013
Wells Fargo May 2010 - March 2012
Thrivent Financial for Lutherans August 2006 - September 2009
Ameriprise Financial Services, Inc. June 2005 - July 2006
UnitedHealth Group January 2005 - May 2005
Skills
Integration, CRM, MS Project, Strategy, Project Management, Management, Project Planning, Quality Assurance, Analysis, Training, Testing, Disaster Recovery, Business Development, Data Warehousing, Operations Management, Risk Management, Cross-functional Team..., Strategic Planning
Education
Indiana University - Kelley School of Business
MBA, Operations Management
University of Michigan
BS, Sociobiology
Wells Fargo Home Mortgage October 2014 - Present
Callahan Consulting, Inc. May 2014 - September 2014
WellPoint October 2013 - April 2014
Callahan Consulting, Inc. September 2013 - October 2013
Bremer Bank March 2013 - August 2013
Callahan Consulting, Inc. April 2012 - February 2013
Wells Fargo May 2010 - March 2012
Thrivent Financial for Lutherans August 2006 - September 2009
Ameriprise Financial Services, Inc. June 2005 - July 2006
UnitedHealth Group January 2005 - May 2005
Skills
Integration, CRM, MS Project, Strategy, Project Management, Management, Project Planning, Quality Assurance, Analysis, Training, Testing, Disaster Recovery, Business Development, Data Warehousing, Operations Management, Risk Management, Cross-functional Team..., Strategic Planning
Education
Indiana University - Kelley School of Business
MBA, Operations Management
University of Michigan
BS, Sociobiology
Chase Carpenter's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Hantz Group October 2007 - May 2012
Education
Hope College
Economics, Business Administration
Ameriprise Financial Services, Inc. June 2012 - Present
Hantz Group October 2007 - May 2012
Education
Hope College
Economics, Business Administration
Paul Wessel's Ameriprise Financial Services, Inc. Experience March 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2006 - Present
AXA Advisors September 1999 - March 2006
Education
Illinois State University 1990 — 1992
Bachelors of Science, Marketing
Elgin Academy 1982 — 1988
College Preperatory, General Studies
Ameriprise Financial Services, Inc. March 2006 - Present
AXA Advisors September 1999 - March 2006
Education
Illinois State University 1990 — 1992
Bachelors of Science, Marketing
Elgin Academy 1982 — 1988
College Preperatory, General Studies
Kyle Klepsch's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Mary Terino-Anskat's Ameriprise Financial Services, Inc. Experience January 2011 - Present
Job National Field Training Manager at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
Skills
Series 7
Education
Hofstra University 1991 — 1995
BBA, Business Management
Ameriprise Financial Services, Inc. January 2011 - Present
Skills
Series 7
Education
Hofstra University 1991 — 1995
BBA, Business Management
Russell W. McManus's Ameriprise Financial Services, Inc. Experience June 2006 - Present
Job Paraplanner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2006 - Present
Wines and Spirits of Howard Beach August 2010 - April 2011
Ameriprise Financial Services, Inc. June 2005 - September 2005
Ameriprise Financial Services, Inc. June 2004 - September 2004
Education
SUNY Canton 2015 — 2019
Bachelor’s Degree, Finance, General
Hofstra University 2006 — 2009
Bachelor’s Degree, Finance, General, 3.74 GPA
Oceanside High School 2002 — 2006
Ameriprise Financial Services, Inc. June 2006 - Present
Wines and Spirits of Howard Beach August 2010 - April 2011
Ameriprise Financial Services, Inc. June 2005 - September 2005
Ameriprise Financial Services, Inc. June 2004 - September 2004
Education
SUNY Canton 2015 — 2019
Bachelor’s Degree, Finance, General
Hofstra University 2006 — 2009
Bachelor’s Degree, Finance, General, 3.74 GPA
Oceanside High School 2002 — 2006
Venkatapparao Cheepuru's Ameriprise Financial Services, Inc. Experience 2007 - 2011
Job Consultant
Industry Information Technology and Services
Experience
Oasys Technologies Inc December 2011 - Present
Ecolab 2014 - 2014
Ecolab 2014 - 2014
Ecolab 2013 - 2014
Wells Fargo 2011 - 2013
Ameriprise Financial Services, Inc. 2007 - 2011
Syntel 2005 - 2006
Syntel Inc 2005 - 2006
Skills
SDLC, Global Delivery, Software Project..., Requirements Analysis, SOA, Requirements Gathering, Business Analysis, Solution Architecture, Data Warehousing, Agile Methodologies, DB2, Java Enterprise Edition, PMP, Vendor Management, Resource Management, Pre-sales, Enterprise Architecture, Business Intelligence, Oracle, IT Strategy
Education
Indian Institute of Technology, Madras 1999 — 2001
M.S, Civil
Jawaharlal Nehru Technological University
Oasys Technologies Inc December 2011 - Present
Ecolab 2014 - 2014
Ecolab 2014 - 2014
Ecolab 2013 - 2014
Wells Fargo 2011 - 2013
Ameriprise Financial Services, Inc. 2007 - 2011
Syntel 2005 - 2006
Syntel Inc 2005 - 2006
Skills
SDLC, Global Delivery, Software Project..., Requirements Analysis, SOA, Requirements Gathering, Business Analysis, Solution Architecture, Data Warehousing, Agile Methodologies, DB2, Java Enterprise Edition, PMP, Vendor Management, Resource Management, Pre-sales, Enterprise Architecture, Business Intelligence, Oracle, IT Strategy
Education
Indian Institute of Technology, Madras 1999 — 2001
M.S, Civil
Jawaharlal Nehru Technological University
Ted Fox,CFP®'s Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Indiana University Bloomington 1991 — 1993
Masters Degree
Indiana University Bloomington 1986 — 1990
Bachelors Degree
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Indiana University Bloomington 1991 — 1993
Masters Degree
Indiana University Bloomington 1986 — 1990
Bachelors Degree
Christpher Quinn's Ameriprise Financial Services, Inc. Experience July 2004 - July 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2007 - Present
Ameriprise Financial Services, Inc. July 2004 - July 2007
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Estate Planning, Portfolio Management, Asset Managment, Uniform Combined State..., Insurance, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 66, Asset Management, Financial Advisory, Investment Strategies, Alternative Investments, Equities, Investment Management, Finance, Financial Analysis, Retirement, Fixed Annuities, Risk Management, 401k
Education
Illinois State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
TD Ameritrade July 2007 - Present
Ameriprise Financial Services, Inc. July 2004 - July 2007
Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Estate Planning, Portfolio Management, Asset Managment, Uniform Combined State..., Insurance, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 66, Asset Management, Financial Advisory, Investment Strategies, Alternative Investments, Equities, Investment Management, Finance, Financial Analysis, Retirement, Fixed Annuities, Risk Management, 401k
Education
Illinois State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Sylvia Skowron's Ameriprise Financial Services, Inc. Experience June 2010 - October 2011
Job Supervisory Principal with Citi Wealth Management.
Industry Financial Services
Experience
Citi October 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - October 2011
Ameriprise Financial Services, Inc. January 2008 - July 2010
Bank of America May 2006 - January 2008
Skills
Asset Allocation, Financial Advisory, Financial Risk, Series 7, Series 63
Education
Hofstra University 2007 — 2010
Undergraduate, Management
Citi October 2011 - Present
Ameriprise Financial Services, Inc. June 2010 - October 2011
Ameriprise Financial Services, Inc. January 2008 - July 2010
Bank of America May 2006 - January 2008
Skills
Asset Allocation, Financial Advisory, Financial Risk, Series 7, Series 63
Education
Hofstra University 2007 — 2010
Undergraduate, Management
Jeremy Gates's Ameriprise Financial Services, Inc. Experience 2004 - 2005
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY July 2011 - Present
Charles Schwab July 2007 - September 2009
Clarity Wealth Management LLC 2006 - 2007
Ditech Mortgage Corp 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Accounting, Finance, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Preparation
Education
Indiana University-Purdue University at Indianapolis
Master of Science (M.S.), Accounting
Indiana University Bloomington
Bachelor of Science (B.S.), Business Finance
EY July 2011 - Present
Charles Schwab July 2007 - September 2009
Clarity Wealth Management LLC 2006 - 2007
Ditech Mortgage Corp 2005 - 2006
Ameriprise Financial Services, Inc. 2004 - 2005
Skills
Accounting, Finance, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Preparation
Education
Indiana University-Purdue University at Indianapolis
Master of Science (M.S.), Accounting
Indiana University Bloomington
Bachelor of Science (B.S.), Business Finance
Dr. Amit Saronwala's Ameriprise Financial Services, Inc. Experience June 2010 - Present
Job Sr. Director, Sourcing Strategy at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - May 2010
Ameriprise Financial Services, Inc. October 2006 - January 2009
Skills
Strategic Sourcing, Business Transformation, Outsourcing, Offshoring, Financial Modeling, Business Process..., Change Management, Supplier Negotiation, Pricing Strategy, Project Management, Acquisition Integration, M&A Due Diligence, Risk Management, Business Strategy
Education
Indian Institute of Management, Bangalore 2004 — 2006
MBA, Concentration in Finance and Operations
Government Medical College, Patiala, Punjab India 1998 — 2003
Bachelor of Medicine and Bachelor of Surgery (M.B.B.S)
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - May 2010
Ameriprise Financial Services, Inc. October 2006 - January 2009
Skills
Strategic Sourcing, Business Transformation, Outsourcing, Offshoring, Financial Modeling, Business Process..., Change Management, Supplier Negotiation, Pricing Strategy, Project Management, Acquisition Integration, M&A Due Diligence, Risk Management, Business Strategy
Education
Indian Institute of Management, Bangalore 2004 — 2006
MBA, Concentration in Finance and Operations
Government Medical College, Patiala, Punjab India 1998 — 2003
Bachelor of Medicine and Bachelor of Surgery (M.B.B.S)
Susan Martellucci's Ameriprise Financial Services, Inc. Experience July 2010 - October 2011
Job Open to Opportunities
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2010 - October 2011
Stifel Financial Corp. November 2007 - July 2010
KeyBank July 1992 - November 2007
KeyBank/FKA Society National Bank October 1985 - July 1992
Skills
Time Management, Team Building, Branch Management, Customer Satisfaction, Office Management, Administration, Sales
Education
Hiram College
Bachelor of Arts (B.A.)
Lake Erie College
Professional Development Courses
Ameriprise Financial Services, Inc. July 2010 - October 2011
Stifel Financial Corp. November 2007 - July 2010
KeyBank July 1992 - November 2007
KeyBank/FKA Society National Bank October 1985 - July 1992
Skills
Time Management, Team Building, Branch Management, Customer Satisfaction, Office Management, Administration, Sales
Education
Hiram College
Bachelor of Arts (B.A.)
Lake Erie College
Professional Development Courses
Sivaram Sarma Chinta's Ameriprise Financial Services, Inc. Experience December 2011 - Present
Job Design Engineer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
CDI February 2010 - December 2011
ITC Infotech December 2008 - January 2010
Infosys July 2001 - November 2008
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, PMP, Process Improvement, Global Delivery, Vendor Management, TWS, Batch Processing, Mainframe Architecture, IBM Mainframe, Program Management, IT Strategy, Project Management, Enterprise Architecture, Visio, SOA, Agile Methodologies, Unix, Testing, Integration, Business Intelligence, Business Process, Project Portfolio..., DB2, Resource Management, Oracle, Solution Architecture, Data Modeling, ITIL
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Institute of Technology, BHU 1997 — 2001
Bachelor of Technology (B.Tech.), Ceramic Sciences and Engineering
Ameriprise Financial Services, Inc. December 2011 - Present
CDI February 2010 - December 2011
ITC Infotech December 2008 - January 2010
Infosys July 2001 - November 2008
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, PMP, Process Improvement, Global Delivery, Vendor Management, TWS, Batch Processing, Mainframe Architecture, IBM Mainframe, Program Management, IT Strategy, Project Management, Enterprise Architecture, Visio, SOA, Agile Methodologies, Unix, Testing, Integration, Business Intelligence, Business Process, Project Portfolio..., DB2, Resource Management, Oracle, Solution Architecture, Data Modeling, ITIL
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Institute of Technology, BHU 1997 — 2001
Bachelor of Technology (B.Tech.), Ceramic Sciences and Engineering
heidi metcalfe's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Assistant to Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Analysis, Financial Analysis, Data Analysis, Finance, Access
Education
Indiana Institute of Technology 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Southwestern Michigan College 1998 — 1999
Ameriprise Financial Services, Inc. June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Analysis, Financial Analysis, Data Analysis, Finance, Access
Education
Indiana Institute of Technology 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Southwestern Michigan College 1998 — 1999
Martha Poole's Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Skills
Mutual Funds, Series 7, Customer Service, Investments, Financial Services, Wealth Management, Equities, Retirement Planning, Securities, Marketing Strategy, Microsoft Excel, Relationship Management, Organization &..., Portfolio Management, Banking, Asset Management, Fixed Income, Template Creation, Notary Public, Compliance, Technology Management, Microsoft Word, Outlook, Operations Management, Tracking Systems, Project Planning, QuickBooks, Accounts Payable, Forms Processing, ThomsonOne
Education
Horry-Georgetown Technical College
Ameriprise Financial Services, Inc. July 2009 - Present
Skills
Mutual Funds, Series 7, Customer Service, Investments, Financial Services, Wealth Management, Equities, Retirement Planning, Securities, Marketing Strategy, Microsoft Excel, Relationship Management, Organization &..., Portfolio Management, Banking, Asset Management, Fixed Income, Template Creation, Notary Public, Compliance, Technology Management, Microsoft Word, Outlook, Operations Management, Tracking Systems, Project Planning, QuickBooks, Accounts Payable, Forms Processing, ThomsonOne
Education
Horry-Georgetown Technical College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank