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
Benjamin Marken Benjamin Marken's Ameriprise Financial Services, Inc. Experience June 2012 - March 2014
Job Senior Network Engineer at CenturyLink
Industry Computer Networking
Experience
CenturyLink August 2015 - Present
CenturyLink March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2012 - March 2014
US Army January 2006 - April 2013
Skills
Security, Intelligence, Information Security, Analysis, Computer Security, Vulnerability Assessment, National Security, Leadership, Intelligence Analysis, Physical Security, Networking, SIGINT, Risk Assessment, Security Clearance, Information Assurance, Government, Data Analysis, Risk Management, Team Leadership, Computer Hardware, Computers, Network Security, DoD, Policy, Security Audits, Security Management, Security Policy, Top Secret, Military Experience, Security Operations, Security Awareness, Information Technology, Military Operations, Defense, Counterterrorism, Data Security, Army, Operational Planning, Network Engineering
Education
ITT Technical Institute-Eden Prairie 2013 — 2014
Associate's degree, Network and System Administration/Administrator
ITT Technical Institute-Eden Prairie 2013 — 2015
Bachelor of Information Systems and Cyber Security, Computer and Information Systems Security/Information Assurance
St. Ambrose University 2002 — 2004
CenturyLink August 2015 - Present
CenturyLink March 2014 - August 2015
Ameriprise Financial Services, Inc. June 2012 - March 2014
US Army January 2006 - April 2013
Skills
Security, Intelligence, Information Security, Analysis, Computer Security, Vulnerability Assessment, National Security, Leadership, Intelligence Analysis, Physical Security, Networking, SIGINT, Risk Assessment, Security Clearance, Information Assurance, Government, Data Analysis, Risk Management, Team Leadership, Computer Hardware, Computers, Network Security, DoD, Policy, Security Audits, Security Management, Security Policy, Top Secret, Military Experience, Security Operations, Security Awareness, Information Technology, Military Operations, Defense, Counterterrorism, Data Security, Army, Operational Planning, Network Engineering
Education
ITT Technical Institute-Eden Prairie 2013 — 2014
Associate's degree, Network and System Administration/Administrator
ITT Technical Institute-Eden Prairie 2013 — 2015
Bachelor of Information Systems and Cyber Security, Computer and Information Systems Security/Information Assurance
St. Ambrose University 2002 — 2004
Krista Schiffer's Ameriprise Financial Services, Inc. Experience February 1997 - March 2007
Job Administrative Professional
Industry Insurance
Experience
State Farm December 2014 - June 2015
BCBGMAXAZRIAGROUP July 2014 - December 2014
The Pre-Check Company May 2013 - April 2014
AIG May 2012 - May 2013
Containerport Group, Inc. February 2007 - May 2012
Ameriprise Financial Services, Inc. February 1997 - March 2007
Bank One, NA September 1995 - January 1997
Medtronic August 1991 - April 1995
Carleton, McCreary, Holmes and Co. 1995 - 1995
Skills
Leadership, Sales, Customer Service, Microsoft Office, PowerPoint, Policy, Training, Sales Management, Business Development, Sales Operations, Customer Satisfaction, Team Building, Negotiation, New Business Development, Contract Negotiation
Education
Kansas State University
State Farm December 2014 - June 2015
BCBGMAXAZRIAGROUP July 2014 - December 2014
The Pre-Check Company May 2013 - April 2014
AIG May 2012 - May 2013
Containerport Group, Inc. February 2007 - May 2012
Ameriprise Financial Services, Inc. February 1997 - March 2007
Bank One, NA September 1995 - January 1997
Medtronic August 1991 - April 1995
Carleton, McCreary, Holmes and Co. 1995 - 1995
Skills
Leadership, Sales, Customer Service, Microsoft Office, PowerPoint, Policy, Training, Sales Management, Business Development, Sales Operations, Customer Satisfaction, Team Building, Negotiation, New Business Development, Contract Negotiation
Education
Kansas State University
Cindy Steele's Ameriprise Financial Services, Inc. Experience May 2014 - Present
Job Marketing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
City of Kokomo January 2013 - February 2014
Chamber of Commerce January 2013 - August 2013
Kokomo Downtown Association October 2009 - August 2013
Kokomo Urban Outreach September 2007 - August 2013
Ameriprise Financial Services, Inc. December 2006 - August 2013
Skills
Event Management, Advertising, Event Planning, Marketing, Nonprofits, Public Relations, Program Management, Public Speaking, Strategic Planning, Team Building
Education
Ivy Tech Community College 1991 — 1995
Associate, Administrative Office Technology
Kokomo High School 1986 — 1989
Diploma, Office Administration, Bookkeeping, Math
Ameriprise Financial Services, Inc. May 2014 - Present
City of Kokomo January 2013 - February 2014
Chamber of Commerce January 2013 - August 2013
Kokomo Downtown Association October 2009 - August 2013
Kokomo Urban Outreach September 2007 - August 2013
Ameriprise Financial Services, Inc. December 2006 - August 2013
Skills
Event Management, Advertising, Event Planning, Marketing, Nonprofits, Public Relations, Program Management, Public Speaking, Strategic Planning, Team Building
Education
Ivy Tech Community College 1991 — 1995
Associate, Administrative Office Technology
Kokomo High School 1986 — 1989
Diploma, Office Administration, Bookkeeping, Math
Ronald Mitchell's Ameriprise Financial Services, Inc. Experience August 2011 - Present
Job Associate Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Education
Jacksonville University 1976 — 1979
Bachelor of Arts (B.A.), Biology
Ameriprise Financial Services, Inc. August 2011 - Present
Education
Jacksonville University 1976 — 1979
Bachelor of Arts (B.A.), Biology
Jeffrey Powell, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience September 2005 - March 2010
Job Financial Advisor at Navy Federal Brokerage Services
Industry Financial Services
Experience
Navy Federal Brokerage Services March 2010 - Present
Ameriprise Financial Services, Inc. September 2005 - March 2010
Skills
Certified Financial..., Retirement Planning, Estate Planning, 401k Rollovers, CRPC, College Education..., Investments, Protection Strategies
Education
James Madison University
Bachelor of Business Administration (BBA)
Navy Federal Brokerage Services March 2010 - Present
Ameriprise Financial Services, Inc. September 2005 - March 2010
Skills
Certified Financial..., Retirement Planning, Estate Planning, 401k Rollovers, CRPC, College Education..., Investments, Protection Strategies
Education
James Madison University
Bachelor of Business Administration (BBA)
Tyler E. Deputy, CFP® Tyler E. Deputy, CFP®'s Ameriprise Financial Services, Inc. Experience June 2008 - Present
Job Financial Advisor and Certified Financial Planner ™ Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2008 - Present
Education
James Madison University - College of Business
Bachelor of Business Administration (B.B.A.), Economics
Ameriprise Financial Services, Inc. June 2008 - Present
Education
James Madison University - College of Business
Bachelor of Business Administration (B.B.A.), Economics
Catherine Vicente Salas Catherine Vicente Salas's Ameriprise Financial Services, Inc. Experience May 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Ameriprise Financial Services, Inc. October 2007 - May 2009
Education
James Madison University 2003 — 2007
Bachelor of Business Administration, Finance
Ameriprise Financial Services, Inc. May 2009 - Present
Ameriprise Financial Services, Inc. October 2007 - May 2009
Education
James Madison University 2003 — 2007
Bachelor of Business Administration, Finance
Andrew Kern Andrew Kern's Ameriprise Financial Services, Inc. Experience 2005 - May 2013
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. 2005 - May 2013
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Mutual Funds, Saving for Education, Investment Strategies, Financial Goals, Strategic Financial..., Investment Advisory, Finance, Employee Stock Options
Education
James Madison University 2001 — 2005
BBA, Business Marketing
James Madison University 2001 — 2005
Bachelor's, Business Marketing
Integrated Financial Partners, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. 2005 - May 2013
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Mutual Funds, Saving for Education, Investment Strategies, Financial Goals, Strategic Financial..., Investment Advisory, Finance, Employee Stock Options
Education
James Madison University 2001 — 2005
BBA, Business Marketing
James Madison University 2001 — 2005
Bachelor's, Business Marketing
Ashley Ortiz, M.A. Ashley Ortiz, M.A.'s Ameriprise Financial Services, Inc. Experience April 2011 - June 2011
Job Regional Social/Digital Media Coordinator at Horseshoe Casino Cleveland
Industry Marketing and Advertising
Experience
Horseshoe Casino - Cleveland March 2014 - Present
Barrette Outdoor Living March 2012 - January 2014
Various Companies September 2011 - March 2012
hhgregg July 2009 - March 2012
Ameriprise Financial Services, Inc. April 2011 - June 2011
The WineBuzz Magazine March 2011 - June 2011
88.7 FM WJCU September 2005 - April 2011
Raff Media September 2010 - February 2011
Cleveland Playhouse January 2010 - May 2010
88.7 FM WJCU April 2008 - May 2009
Skills
Facebook, Social Media, Public Relations, YouTube, Press Releases, Event Planning, Social Networking, Blogging, Social Media Marketing, Editing, Marketing, Public Speaking, Marketing Communications, Advertising, Video Production, Event Management, Radio, Broadcast, Television, Time Management, SEO, Microsoft Office, Email Marketing, Customer Service, CRM, Copywriting
Education
John Carroll University 2009 — 2011
M.A., Communications Management: Public Relations
John Carroll University 2005 — 2009
B.A., Communications and Theatre (Minor in Philosophy)
Lakewood High School 2001 — 2005
High School Diploma, College Prep., 3.9
Horseshoe Casino - Cleveland March 2014 - Present
Barrette Outdoor Living March 2012 - January 2014
Various Companies September 2011 - March 2012
hhgregg July 2009 - March 2012
Ameriprise Financial Services, Inc. April 2011 - June 2011
The WineBuzz Magazine March 2011 - June 2011
88.7 FM WJCU September 2005 - April 2011
Raff Media September 2010 - February 2011
Cleveland Playhouse January 2010 - May 2010
88.7 FM WJCU April 2008 - May 2009
Skills
Facebook, Social Media, Public Relations, YouTube, Press Releases, Event Planning, Social Networking, Blogging, Social Media Marketing, Editing, Marketing, Public Speaking, Marketing Communications, Advertising, Video Production, Event Management, Radio, Broadcast, Television, Time Management, SEO, Microsoft Office, Email Marketing, Customer Service, CRM, Copywriting
Education
John Carroll University 2009 — 2011
M.A., Communications Management: Public Relations
John Carroll University 2005 — 2009
B.A., Communications and Theatre (Minor in Philosophy)
Lakewood High School 2001 — 2005
High School Diploma, College Prep., 3.9
Parag Kulshreshtha Parag Kulshreshtha's Ameriprise Financial Services, Inc. Experience 2001 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of West London 1997 — 2000
MBA, Strategic Management
Jamia Millia Islamia 1993 — 1995
MS, Biological Sciences
Ameriprise Financial Services, Inc. 2001 - Present
Education
University of West London 1997 — 2000
MBA, Strategic Management
Jamia Millia Islamia 1993 — 1995
MS, Biological Sciences
Maryanne Diggs Maryanne Diggs's Ameriprise Financial Services, Inc. Experience April 2015 - Present
Job Client Service Associate, Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC 2008 - April 2015
Wachovia Securities 2005 - 2008
Wachovia Securities 2002 - 2005
American Express Financial Advisors 2001 - 2002
Skills
Asset Allocation, Retirement Planning, Mutual Funds
Education
James Madison University - College of Business 1998 — 2001
BBA, Marketing Information Systems
Herndon High School 1994 — 1997
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC 2008 - April 2015
Wachovia Securities 2005 - 2008
Wachovia Securities 2002 - 2005
American Express Financial Advisors 2001 - 2002
Skills
Asset Allocation, Retirement Planning, Mutual Funds
Education
James Madison University - College of Business 1998 — 2001
BBA, Marketing Information Systems
Herndon High School 1994 — 1997
Coral Yan, PMP, CSM's Ameriprise Financial Services, Inc. Experience January 2011 - August 2012
Job Project Manager Trust Operations implementation PMO at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
American Express May 2013 - December 2014
American Express September 2012 - February 2013
Ameriprise Financial Services, Inc. January 2011 - August 2012
Ameriprise Financial Services, Inc. January 2011 - August 2011
Ameriprise Financial Services, Inc. January 2009 - December 2010
Ameriprise Financial Services, Inc. July 2006 - December 2008
Skills
Requirements Analysis, SDLC, Software Project..., Change Management, Cross Functional Team..., Agile & Waterfall..., Communication Skills, CA Clarity, Process Improvement, Control M, Project Planning, Issue Management, Risk Management, CMR/IMR, Release Management, Banking, managenow, JCL, Pacbase, IMS DB/DC, Mutual Funds, COBOL, Asset Management, Quality Center, Version Control Tools, TSO, VSS, MS Project, Lotus Notes, Xpediter, Jobtrac, Fileaid, VSAM, Syncsort, REXX, Capital Markets, Production Support, Agile Methodologies, Testing, PMP, Software Development, HP Quality Center, Business Analysis, Analysis, SQL, Requirements Gathering
Education
Jilin University 2004 — 2006
Master's degree, Computer Software Engineering
Jilin University 1999 — 2003
Bachelor's degree, Computer Science
Wells Fargo December 2014 - Present
American Express May 2013 - December 2014
American Express September 2012 - February 2013
Ameriprise Financial Services, Inc. January 2011 - August 2012
Ameriprise Financial Services, Inc. January 2011 - August 2011
Ameriprise Financial Services, Inc. January 2009 - December 2010
Ameriprise Financial Services, Inc. July 2006 - December 2008
Skills
Requirements Analysis, SDLC, Software Project..., Change Management, Cross Functional Team..., Agile & Waterfall..., Communication Skills, CA Clarity, Process Improvement, Control M, Project Planning, Issue Management, Risk Management, CMR/IMR, Release Management, Banking, managenow, JCL, Pacbase, IMS DB/DC, Mutual Funds, COBOL, Asset Management, Quality Center, Version Control Tools, TSO, VSS, MS Project, Lotus Notes, Xpediter, Jobtrac, Fileaid, VSAM, Syncsort, REXX, Capital Markets, Production Support, Agile Methodologies, Testing, PMP, Software Development, HP Quality Center, Business Analysis, Analysis, SQL, Requirements Gathering
Education
Jilin University 2004 — 2006
Master's degree, Computer Software Engineering
Jilin University 1999 — 2003
Bachelor's degree, Computer Science
John Turi John Turi's Ameriprise Financial Services, Inc. Experience March 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1992 - Present
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
James Madison University
Ameriprise Financial Services, Inc. March 1992 - Present
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
James Madison University
Julia Ortenzio's Ameriprise Financial Services, Inc. Experience December 2012 - Present
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Hockey Basix June 2005 - Present
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial Services, Inc. April 2009 - May 2011
Ameriprise Financial Services, Inc. February 2008 - March 2009
MassMutual Financial Group May 2007 - October 2007
Swiss Women's National Under 18 Ice Hockey Team September 2005 - April 2006
Middleton Sports & Fitness, Inc. 2003 - 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2007
Master of Science
University of Wisconsin-Madison 1999 — 2003
Bachelor of Arts
Ameriprise Financial Services, Inc. December 2012 - Present
Hockey Basix June 2005 - Present
Ameriprise Financial Services, Inc. May 2011 - December 2012
Ameriprise Financial Services, Inc. April 2009 - May 2011
Ameriprise Financial Services, Inc. February 2008 - March 2009
MassMutual Financial Group May 2007 - October 2007
Swiss Women's National Under 18 Ice Hockey Team September 2005 - April 2006
Middleton Sports & Fitness, Inc. 2003 - 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2007
Master of Science
University of Wisconsin-Madison 1999 — 2003
Bachelor of Arts
Harvir Kang Harvir Kang's Ameriprise Financial Services, Inc. Experience May 2006 - July 2007
Job TMS Analyst at Avery Dennison
Industry Logistics and Supply Chain
Experience
Avery Dennison January 2014 - Present
C.H. Robinson Worldwide, Inc. April 2010 - January 2014
The Lubrizol Corporation May 2008 - June 2009
John Carroll University 2005 - 2009
OfficeMax June 2005 - December 2007
Ameriprise Financial Services, Inc. May 2006 - July 2007
Skills
Logistics, Account Management, Transportation, Leadership, LTL, Management, Forecasting, Truckload, SAP, Purchasing Processes, Sales Operations, Negotiation, Pricing, Sales Process, Air Freight, Transportation..., Customer Service, Marketing, Brokerage, Supply Chain Consulting, Transportation..., Supply Chain, Supply Chain Management
Education
John Carroll University 2005 — 2009
BA
Kent State University 2005 — 2008
BA
Avery Dennison January 2014 - Present
C.H. Robinson Worldwide, Inc. April 2010 - January 2014
The Lubrizol Corporation May 2008 - June 2009
John Carroll University 2005 - 2009
OfficeMax June 2005 - December 2007
Ameriprise Financial Services, Inc. May 2006 - July 2007
Skills
Logistics, Account Management, Transportation, Leadership, LTL, Management, Forecasting, Truckload, SAP, Purchasing Processes, Sales Operations, Negotiation, Pricing, Sales Process, Air Freight, Transportation..., Customer Service, Marketing, Brokerage, Supply Chain Consulting, Transportation..., Supply Chain, Supply Chain Management
Education
John Carroll University 2005 — 2009
BA
Kent State University 2005 — 2008
BA
Stephen A. Sweet CRPC, CLTC Stephen A. Sweet CRPC, CLTC's Ameriprise Financial Services, Inc. Experience August 1993 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1993 - Present
Ameriprise Financial Services, Inc. February 1999 - December 2000
Education
Jefferson Community College
Associate of Science (A.S.), Criminal Justice
University of North Carolina at Charlotte
Bachelor of Applied Science (BASc), Criminal Justice and Economics
Ameriprise Financial Services, Inc. August 1993 - Present
Ameriprise Financial Services, Inc. February 1999 - December 2000
Education
Jefferson Community College
Associate of Science (A.S.), Criminal Justice
University of North Carolina at Charlotte
Bachelor of Applied Science (BASc), Criminal Justice and Economics
David A. Lieberman David A. Lieberman's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job National Sales Manager, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Jay Honeycutt Jay Honeycutt's Ameriprise Financial Services, Inc. Experience June 2007 - August 2009
Job Senior Analyst
Industry Management Consulting
Experience
Axiom Resource Management, Inc. April 2015 - Present
KSJ & Associates, Inc. October 2014 - April 2015
MANILA Consulting Group September 2011 - October 2014
AJ Gator's August 2009 - December 2011
Ameriprise Financial Services, Inc. June 2007 - August 2009
Skills
Analysis, Data Analysis, Finance, Market Research, Financial Analysis, Asset Managment, Economics, Business Analysis, Process Improvement
Education
Old Dominion University - College of Business and Public Administration 2010 — 2011
MBA
James Madison University - College of Business 2001 — 2006
BBA, Finance
Axiom Resource Management, Inc. April 2015 - Present
KSJ & Associates, Inc. October 2014 - April 2015
MANILA Consulting Group September 2011 - October 2014
AJ Gator's August 2009 - December 2011
Ameriprise Financial Services, Inc. June 2007 - August 2009
Skills
Analysis, Data Analysis, Finance, Market Research, Financial Analysis, Asset Managment, Economics, Business Analysis, Process Improvement
Education
Old Dominion University - College of Business and Public Administration 2010 — 2011
MBA
James Madison University - College of Business 2001 — 2006
BBA, Finance
David Gordon David Gordon's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Wachovia Securities Financial Network September 2006 - February 2009
Morgan Stanley July 2004 - September 2006
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...
Education
Ithaca College 1998 — 2001
Bachelor's degree
Cherry Hill High School East 1994 — 1997
Ameriprise Financial Services, Inc. February 2009 - Present
Wachovia Securities Financial Network September 2006 - February 2009
Morgan Stanley July 2004 - September 2006
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Loans, Mortgage Lending, Relationship Management, Cross-functional Team...
Education
Ithaca College 1998 — 2001
Bachelor's degree
Cherry Hill High School East 1994 — 1997
Jared Gudenkauf's Ameriprise Financial Services, Inc. Experience April 2004 - November 2008
Job Vice President & Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Financial Planning Association of Kansas City January 2015 - September 2015
Financial Planning Association of Kansas City January 2011 - December 2012
Ameriprise Financial April 2003 - February 2011
Ameriprise Financial Services, Inc. April 2004 - November 2008
Skills
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership, Investments, Investment Advisory, Portfolio Management, Management, Asset Allocation, Financial Analysis, 401k, Strategic Financial..., Small Business, Finance, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Budgets
Education
Kansas State University 1998 — 2002
Bachelor of Science
Saint Thomas Aquinas 1994 — 1998
Merrill Lynch February 2011 - Present
Financial Planning Association of Kansas City January 2015 - September 2015
Financial Planning Association of Kansas City January 2011 - December 2012
Ameriprise Financial April 2003 - February 2011
Ameriprise Financial Services, Inc. April 2004 - November 2008
Skills
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership, Investments, Investment Advisory, Portfolio Management, Management, Asset Allocation, Financial Analysis, 401k, Strategic Financial..., Small Business, Finance, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Budgets
Education
Kansas State University 1998 — 2002
Bachelor of Science
Saint Thomas Aquinas 1994 — 1998
John Schwindt's Ameriprise Financial Services, Inc. Experience April 2008 - October 2009
Job Pharmaceutical Sales Representative at Otsuka America Pharmaceutical, Inc.
Industry Pharmaceuticals
Experience
Otsuka America Pharmaceutical, Inc. December 2009 - Present
Otsuka America Pharmaceuticals 2009 - Present
Ameriprise Financial Services, Inc. April 2008 - October 2009
Bristol-Myers Squibb May 2000 - October 2007
Skills
Neurology, Endocrinology, Gastroenterology, Rheumatology, Pharmaceutical Industry, Urology, Managed Care, Sales Effectiveness, Dermatology, Nephrology
Education
Kansas State University 1987 — 1988
Master of Business Administration (MBA), Marketing
Kansas State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Otsuka America Pharmaceutical, Inc. December 2009 - Present
Otsuka America Pharmaceuticals 2009 - Present
Ameriprise Financial Services, Inc. April 2008 - October 2009
Bristol-Myers Squibb May 2000 - October 2007
Skills
Neurology, Endocrinology, Gastroenterology, Rheumatology, Pharmaceutical Industry, Urology, Managed Care, Sales Effectiveness, Dermatology, Nephrology
Education
Kansas State University 1987 — 1988
Master of Business Administration (MBA), Marketing
Kansas State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Evan Weibel Evan Weibel's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Internal Sales Consultant with Invesco
Industry Financial Services
Experience
Invesco US May 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Nicholls State University 2010 — 2012
Bachelor of Science (BS), Finance
Itawamba Community College 2009 — 2010
Associate of Arts (AA)
Meridian Community College 2008 — 2009
Invesco US May 2015 - Present
Ameriprise Financial Services, Inc. January 2013 - Present
Education
Nicholls State University 2010 — 2012
Bachelor of Science (BS), Finance
Itawamba Community College 2009 — 2010
Associate of Arts (AA)
Meridian Community College 2008 — 2009
Katherine Elaine Meyer, MSFP, CFP Katherine Elaine Meyer, MSFP, CFP's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Certified Financial Planner, Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
DeVry University October 2011 - January 2013
United States Army Reserve January 2011 - October 2012
CSC January 2010 - July 2011
Victory Martial Arts June 2006 - January 2010
Education
Kansas State University
MS, Humanities and Financial Planning
San Jose State University
BS, Finance and Accounting
Ameriprise Financial Services, Inc. January 2013 - Present
DeVry University October 2011 - January 2013
United States Army Reserve January 2011 - October 2012
CSC January 2010 - July 2011
Victory Martial Arts June 2006 - January 2010
Education
Kansas State University
MS, Humanities and Financial Planning
San Jose State University
BS, Finance and Accounting
Dylana Hopler CFP CRPC Dylana Hopler CFP CRPC's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial April 2008 - June 2013
Ameriprise Financial April 2005 - March 2008
Ameriprise Finanical June 2002 - March 2005
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Management
Ameriprise Financial Services, Inc. June 2013 - Present
Ameriprise Financial April 2008 - June 2013
Ameriprise Financial April 2005 - March 2008
Ameriprise Finanical June 2002 - March 2005
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Management
Jason Reed, CFP®, CLU®, MBA Jason Reed, CFP®, CLU®, MBA's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Financial Advisor & CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2011
Ameriprise Financial Services, Inc. April 2009 - July 2010
Ameriprise Financial Services, Inc. June 2008 - April 2009
Prudential Preferred Realtors January 2007 - May 2008
Prudential Preferred Realtors June 2003 - December 2006
Preferred Carlson Realtors May 2002 - June 2003
Education
Western Michigan University - Haworth College of Business 2002 — 2005
MBA, Marketing Emphasis
Kalamazoo College 1995 — 1999
BA, Biology Major, Economics Minor
Kalamazoo Central High School
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Services, Inc. August 2010 - December 2011
Ameriprise Financial Services, Inc. April 2009 - July 2010
Ameriprise Financial Services, Inc. June 2008 - April 2009
Prudential Preferred Realtors January 2007 - May 2008
Prudential Preferred Realtors June 2003 - December 2006
Preferred Carlson Realtors May 2002 - June 2003
Education
Western Michigan University - Haworth College of Business 2002 — 2005
MBA, Marketing Emphasis
Kalamazoo College 1995 — 1999
BA, Biology Major, Economics Minor
Kalamazoo Central High School
Bhaskar Mulugu Bhaskar Mulugu's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Director Application Development at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
American Express March 2011 - July 2013
American Express October 2009 - February 2011
Cognizant Technology Solutions October 2002 - September 2009
Intelligroup Seranova Silverline August 1999 - September 2002
IIC Technologies January 1996 - August 1999
Skills
Enterprise Architecture, SOA, Unix, Software Project..., TOGAF, Solution Architecture, Global Delivery, SQL, SDLC, Application Architecture, Requirements Analysis, DB2, Oracle, Hibernate, JSP, Java Enterprise Edition, Spring, UML, Web Services, Weblogic, Java, Agile Methodologies, JMS, Software Development, Scrum, XML
Education
Jawaharlal Nehru Technological University 1991 — 1995
B.Tech, Electronics & Communications
Ameriprise Financial Services, Inc. August 2013 - Present
American Express March 2011 - July 2013
American Express October 2009 - February 2011
Cognizant Technology Solutions October 2002 - September 2009
Intelligroup Seranova Silverline August 1999 - September 2002
IIC Technologies January 1996 - August 1999
Skills
Enterprise Architecture, SOA, Unix, Software Project..., TOGAF, Solution Architecture, Global Delivery, SQL, SDLC, Application Architecture, Requirements Analysis, DB2, Oracle, Hibernate, JSP, Java Enterprise Edition, Spring, UML, Web Services, Weblogic, Java, Agile Methodologies, JMS, Software Development, Scrum, XML
Education
Jawaharlal Nehru Technological University 1991 — 1995
B.Tech, Electronics & Communications
Sarah M. Wooster Sarah M. Wooster's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job Recruiter at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Mintz Levin July 2014 - August 2015
Agway April 2013 - May 2014
American Marketing Association February 2012 - April 2014
Lark Street Business Improvement District June 2012 - August 2013
Skills
Social Media, Marketing, Microsoft Office, Highly personable, Self-driven, Access Database, Microsoft Excel, Social Psychology, Management, Social Media Marketing, Exceptionally Organized, Customer Oriented, Coordinating Events, Project Coordination, Peer Mentoring, Team Management, Team Leadership, Inventory Management, Staff Supervision, Written & Oral..., Presentations, Point of Purchase, Internal Communications, Community Development, Customer Service, Membership Relations, Membership Development, Facebook, PowerPoint, Public Speaking, Time Management, Event Planning, Social Networking, Microsoft Word
Education
Ithaca College 2010 — 2014
Bachelor of Science (B.S), Business Administration, Marketing
Bethlehem Central High School
Bethlehem Central High School
Ameriprise Financial Services, Inc. August 2015 - Present
Mintz Levin July 2014 - August 2015
Agway April 2013 - May 2014
American Marketing Association February 2012 - April 2014
Lark Street Business Improvement District June 2012 - August 2013
Skills
Social Media, Marketing, Microsoft Office, Highly personable, Self-driven, Access Database, Microsoft Excel, Social Psychology, Management, Social Media Marketing, Exceptionally Organized, Customer Oriented, Coordinating Events, Project Coordination, Peer Mentoring, Team Management, Team Leadership, Inventory Management, Staff Supervision, Written & Oral..., Presentations, Point of Purchase, Internal Communications, Community Development, Customer Service, Membership Relations, Membership Development, Facebook, PowerPoint, Public Speaking, Time Management, Event Planning, Social Networking, Microsoft Word
Education
Ithaca College 2010 — 2014
Bachelor of Science (B.S), Business Administration, Marketing
Bethlehem Central High School
Bethlehem Central High School
Ajay Praveen Thimmasamudram Ajay Praveen Thimmasamudram's Ameriprise Financial Services, Inc. Experience December 2009 - May 2012
Job Senior Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte December 2013 - Present
Humana 2014 - 2014
Cap Gemini May 2012 - December 2013
Zurich North America 2013 - 2013
Ameriprise Financial Services, Inc. December 2009 - May 2012
Infosys June 2006 - December 2009
Skills
Salesforce.com, DB2, Oracle, PL/SQL, Business Analysis, J2EE Web Services, Hibernate, Java, Unix, Ant, XML, Apex Programming, Apex Data Loader, Visual Force, Jitterbit, Marketo, Distributed Systems, MVC Architecture, Requirements Analysis, JavaScript, EAI, Testing, Web Applications, CRM, Solution Architecture
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (BTech), Electronics and Communications Engineering
Deloitte December 2013 - Present
Humana 2014 - 2014
Cap Gemini May 2012 - December 2013
Zurich North America 2013 - 2013
Ameriprise Financial Services, Inc. December 2009 - May 2012
Infosys June 2006 - December 2009
Skills
Salesforce.com, DB2, Oracle, PL/SQL, Business Analysis, J2EE Web Services, Hibernate, Java, Unix, Ant, XML, Apex Programming, Apex Data Loader, Visual Force, Jitterbit, Marketo, Distributed Systems, MVC Architecture, Requirements Analysis, JavaScript, EAI, Testing, Web Applications, CRM, Solution Architecture
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (BTech), Electronics and Communications Engineering
Patrick M. Hislop Patrick M. Hislop's Ameriprise Financial Services, Inc. Experience June 2008 - August 2008
Job Senior Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group November 2013 - Present
Raytheon November 2011 - November 2013
Raytheon June 2010 - November 2011
Raytheon June 2009 - August 2009
Ameriprise Financial Services, Inc. June 2008 - August 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance, Economics
The Boston Consulting Group November 2013 - Present
Raytheon November 2011 - November 2013
Raytheon June 2010 - November 2011
Raytheon June 2009 - August 2009
Ameriprise Financial Services, Inc. June 2008 - August 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance, Economics
Madhava Rao Jalagam Madhava Rao Jalagam's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Pega Senior System Architect at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
iknowvate Technologies Inc. September 2011 - Present
Citi July 2011 - May 2013
Skills
Pega PRPC, Oracle SQL, OOP, Database Design, Data Structures, General Programming, SOAP, SDLC, Agile Methodologies, XML, SOA, Java Enterprise Edition, PL/SQL, SQL, Web Services, Oracle, Java, Eclipse, Requirements Analysis, Pegasystems PRPC, JSP
Education
Kakatiya University
Bachelor of Technology (BTech), Information Technology, B
Ameriprise Financial Services, Inc. June 2013 - Present
iknowvate Technologies Inc. September 2011 - Present
Citi July 2011 - May 2013
Skills
Pega PRPC, Oracle SQL, OOP, Database Design, Data Structures, General Programming, SOAP, SDLC, Agile Methodologies, XML, SOA, Java Enterprise Edition, PL/SQL, SQL, Web Services, Oracle, Java, Eclipse, Requirements Analysis, Pegasystems PRPC, JSP
Education
Kakatiya University
Bachelor of Technology (BTech), Information Technology, B
RWIDDHIMAN DASGUPTA RWIDDHIMAN DASGUPTA's Ameriprise Financial Services, Inc. Experience June 2010 - Present
Job Program Manager at Ameriprise Financial Inc.
Industry Information Technology and Services
Experience
Infosys August 2010 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2010
Ameriprise Financial Services, Inc. March 2009 - December 2009
Ameriprise Financial Services, Inc. September 2006 - April 2009
Ameriprise Financial Services, Inc. June 2005 - August 2006
American Express March 2005 - May 2005
American Express September 2003 - February 2005
American Express February 2003 - August 2003
Verizon September 2001 - January 2002
Skills
Project Management, Project Finance, Budget Setting, IT Financial Management, Risk Management, Operational Risk..., Test Management, Project Estimation, Strategic Consulting, ITIL Process..., ITIL Certified, Business Analysis, Solution Architecture, SDLC, IT Strategy, Requirements Analysis, ITIL, Integration, Program Management, CRM, Software Project..., Requirements Gathering
Education
Jadavpur University 1996 — 2000
Bachelor's degree, Civil Engineering
Bharatiya Vidya Bhavan
Infosys August 2010 - Present
Ameriprise Financial Services, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2010
Ameriprise Financial Services, Inc. March 2009 - December 2009
Ameriprise Financial Services, Inc. September 2006 - April 2009
Ameriprise Financial Services, Inc. June 2005 - August 2006
American Express March 2005 - May 2005
American Express September 2003 - February 2005
American Express February 2003 - August 2003
Verizon September 2001 - January 2002
Skills
Project Management, Project Finance, Budget Setting, IT Financial Management, Risk Management, Operational Risk..., Test Management, Project Estimation, Strategic Consulting, ITIL Process..., ITIL Certified, Business Analysis, Solution Architecture, SDLC, IT Strategy, Requirements Analysis, ITIL, Integration, Program Management, CRM, Software Project..., Requirements Gathering
Education
Jadavpur University 1996 — 2000
Bachelor's degree, Civil Engineering
Bharatiya Vidya Bhavan
Jeffrey Wakefield, ChFC® Jeffrey Wakefield, ChFC®'s Ameriprise Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2002 - Present
Ameriprise Financial Services, Inc. October 2002 - April 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management
Finance, General
Ameriprise Financial Services, Inc. October 2002 - Present
Ameriprise Financial Services, Inc. October 2002 - April 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management
Finance, General
krishnamraju bhattu krishnamraju bhattu's Ameriprise Financial Services, Inc. Experience March 2007 - October 2007
Job MQ MB Admin/developer at American Express
Industry Financial Services
Experience
American Express March 2007 - Present
Ameriprise Financial Services, Inc. March 2007 - October 2007
Skills
WebSphere MQ, WebSphere Message Broker, Unix Shell Scripting, IBM Tivoli
Education
APRS
Jawaharlal Nehru Technological University
American Express March 2007 - Present
Ameriprise Financial Services, Inc. March 2007 - October 2007
Skills
WebSphere MQ, WebSphere Message Broker, Unix Shell Scripting, IBM Tivoli
Education
APRS
Jawaharlal Nehru Technological University
Christopher Guzikowski Christopher Guzikowski's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job People Leader, Operations Director, Professional Musician
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
RealGuzMusic January 2012 - Present
Ameriprise Financial Services February 2009 - March 2013
Ameriprise Financial 2000 - February 2009
Skills
Leadership Development, Strategic Financial..., Leadership, Series 7, Mutual Funds, Operations Management, Strategy, Interviews, Financial Analysis, Negotiation, Risk Management, Coaching, Investments, Performance Management, Change Management, Training, Insurance, Employee Benefits, Retirement Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Canton High School
Ameriprise Financial Services, Inc. March 2013 - Present
RealGuzMusic January 2012 - Present
Ameriprise Financial Services February 2009 - March 2013
Ameriprise Financial 2000 - February 2009
Skills
Leadership Development, Strategic Financial..., Leadership, Series 7, Mutual Funds, Operations Management, Strategy, Interviews, Financial Analysis, Negotiation, Risk Management, Coaching, Investments, Performance Management, Change Management, Training, Insurance, Employee Benefits, Retirement Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Canton High School
Punit Shetty Punit Shetty's Ameriprise Financial Services, Inc. Experience May 2010 - November 2011
Job Senior Business System Analyst Income Systems at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
Todd Orton CRPC®'s Ameriprise Financial Services, Inc. Experience 1999 - Present
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - Present
Ameriprise Financial Services, Inc. January 2008 - March 2014
Education
Kansas State University
Family and Consumer Sciences/Human Sciences
Ameriprise Financial Services, Inc. 1999 - Present
Ameriprise Financial Services, Inc. January 2008 - March 2014
Education
Kansas State University
Family and Consumer Sciences/Human Sciences
Ravi Gurram Ravi Gurram's Ameriprise Financial Services, Inc. Experience June 2007 - August 2012
Job Consultant at Aon eSolutions
Industry Information Technology and Services
Experience
Aon eSolutions January 2013 - Present
BNY Mellon August 2012 - January 2013
SOFIA Technology August 2012 - January 2013
Cognizant Technology Solutions May 2010 - August 2012
Ameriprise Financial Services, Inc. June 2007 - August 2012
Cognizant Technology Solutions April 2006 - March 2010
Cognizant Technology Solutions April 2004 - April 2006
Skills
J2EE, Liferay Portal, Content Management, Portal Technologies, Web Services, Business Rules, JBoss Drools, Project Execution, Project Implementation, Java Enterprise Edition, Liferay, Project Management, Drools, Spring, Web Applications, Java, Design Patterns, REST, SOA, Spring Framework, SDLC
Education
School of Information Technology, JNTU, Hyderbad 2002 — 2004
Master's degree, Software Engineering
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's degree, Computer Science & Information Technology
Aon eSolutions January 2013 - Present
BNY Mellon August 2012 - January 2013
SOFIA Technology August 2012 - January 2013
Cognizant Technology Solutions May 2010 - August 2012
Ameriprise Financial Services, Inc. June 2007 - August 2012
Cognizant Technology Solutions April 2006 - March 2010
Cognizant Technology Solutions April 2004 - April 2006
Skills
J2EE, Liferay Portal, Content Management, Portal Technologies, Web Services, Business Rules, JBoss Drools, Project Execution, Project Implementation, Java Enterprise Edition, Liferay, Project Management, Drools, Spring, Web Applications, Java, Design Patterns, REST, SOA, Spring Framework, SDLC
Education
School of Information Technology, JNTU, Hyderbad 2002 — 2004
Master's degree, Software Engineering
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's degree, Computer Science & Information Technology
Sarah Leffler's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
University of Virginia Darden School of Business May 2013 - May 2015
James Madison Univsery Fraternity and Sorority Life January 2013 - December 2014
University of Virginia Darden School of Business - Elizabeth Powell May 2013 - August 2013
Center for Assessment and Research Studies March 2013 - May 2013
Ruby Tuesday June 2012 - September 2012
Radishes and Roses Cafe May 2012 - August 2012
Skills
Public Relations, Public Speaking, Event Planning, Facebook, Social Media, Social Networking, Editing, iMovie, Blogging, Fundraising, Research, PowerPoint, Event Management, Microsoft Office, Social Media Marketing, Leadership, InDesign, Photoshop, Google+, Twitter, Recruiting, Instagram, Social Media Measurement, Writing, Prezi, Organizational..., Media Relations, Building Relationships, Time Management, Timely Decision Making, Press Releases, Marketing Communications, Interviews, Publicity, Strategic Communications, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Marketing, Communication
Education
James Madison University 2011 — 2015
Bachelor’s Degree, Public Relations, Educational Media
Eastern View High School 2008 — 2011
High School
Ameriprise Financial Services, Inc. July 2015 - Present
University of Virginia Darden School of Business May 2013 - May 2015
James Madison Univsery Fraternity and Sorority Life January 2013 - December 2014
University of Virginia Darden School of Business - Elizabeth Powell May 2013 - August 2013
Center for Assessment and Research Studies March 2013 - May 2013
Ruby Tuesday June 2012 - September 2012
Radishes and Roses Cafe May 2012 - August 2012
Skills
Public Relations, Public Speaking, Event Planning, Facebook, Social Media, Social Networking, Editing, iMovie, Blogging, Fundraising, Research, PowerPoint, Event Management, Microsoft Office, Social Media Marketing, Leadership, InDesign, Photoshop, Google+, Twitter, Recruiting, Instagram, Social Media Measurement, Writing, Prezi, Organizational..., Media Relations, Building Relationships, Time Management, Timely Decision Making, Press Releases, Marketing Communications, Interviews, Publicity, Strategic Communications, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Marketing, Communication
Education
James Madison University 2011 — 2015
Bachelor’s Degree, Public Relations, Educational Media
Eastern View High School 2008 — 2011
High School
Corey DeMeritt CRPC® Corey DeMeritt CRPC®'s Ameriprise Financial Services, Inc. Experience April 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
City of East Grand Rapids, MI March 2007 - March 2012
Education
Michigan State University 2000 — 2003
Northwestern Michigan College 2000 — 2003
Jackson Community College 1999 — 2000
general courses
Ameriprise Financial Services, Inc. April 2012 - Present
City of East Grand Rapids, MI March 2007 - March 2012
Education
Michigan State University 2000 — 2003
Northwestern Michigan College 2000 — 2003
Jackson Community College 1999 — 2000
general courses
Jesse Hearn Jesse Hearn's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - Present
Education
Jackson State University 1975 — 1978
Bachelor of Science (BS), Education
Ameriprise Financial Services, Inc. November 2010 - Present
Education
Jackson State University 1975 — 1978
Bachelor of Science (BS), Education
Bryan Gerber Bryan Gerber's Ameriprise Financial Services, Inc. Experience January 2007 - April 2008
Job Special Projects Manager at Project 515
Industry Political Organization
Experience
Project 515 April 2007 - Present
Minnesotans United for All Families October 2011 - December 2012
Ameriprise Financial Services, Inc. January 2007 - April 2008
Skills
Performing Arts, Performing, Getting The Job Done, Getting the Best Out Of..., Project Management, Project Planning, Project Coordination, Advocacy, LGBT community, LGBT rights, Tour Management, Volunteer Management, Community Outreach, Nonprofits, Philanthropy, Grants
Education
Minnesota State University, Mankato 2004 — 2006
Bachelor of Arts (B.A.), Dance
Kansas State University 2002 — 2004
Bachelor of Arts (B.A.) [not completed], Vocal Performance and Piano Performance
Project 515 April 2007 - Present
Minnesotans United for All Families October 2011 - December 2012
Ameriprise Financial Services, Inc. January 2007 - April 2008
Skills
Performing Arts, Performing, Getting The Job Done, Getting the Best Out Of..., Project Management, Project Planning, Project Coordination, Advocacy, LGBT community, LGBT rights, Tour Management, Volunteer Management, Community Outreach, Nonprofits, Philanthropy, Grants
Education
Minnesota State University, Mankato 2004 — 2006
Bachelor of Arts (B.A.), Dance
Kansas State University 2002 — 2004
Bachelor of Arts (B.A.) [not completed], Vocal Performance and Piano Performance
Cory Johnk Cory Johnk's Ameriprise Financial Services, Inc. Experience September 2011 - January 2013
Job Senior IT Systems Management Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group May 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2013
US Navy 2004 - 2009
Skills
Microsoft Office, ITIL, Incident Management, IT Operations, Cisco Technologies
Education
ITT Technical Institute-Eden Prairie 2011 — 2014
Bachelor of Science Degree in Information Systems and Cybersecurity
ITT Technical Institute-Eden Prairie 2009 — 2011
Associate of Applied Science in Computer Networking Systems
UnitedHealth Group May 2013 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2013
US Navy 2004 - 2009
Skills
Microsoft Office, ITIL, Incident Management, IT Operations, Cisco Technologies
Education
ITT Technical Institute-Eden Prairie 2011 — 2014
Bachelor of Science Degree in Information Systems and Cybersecurity
ITT Technical Institute-Eden Prairie 2009 — 2011
Associate of Applied Science in Computer Networking Systems
Jackie Cain's Ameriprise Financial Services, Inc. Experience November 2012 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Palladium-Item 2001 - 2009
Cinram 1995 - 2001
Office Functions, Inc 1987 - 1995
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Accounts Receivable, Microsoft Office, Data Entry, Leadership, Inventory Control, Management, Team Building, Accounting, Teamwork, Process Improvement, Administration, Event Planning, Microsoft Word, Inventory Management, Accounts Payable, Purchasing
Education
Ivy Tech Community College-Richmond 2009 — 2011
Associate's degree, Office Administration, 3.93 GPA
American Academy of Professional Coders 2010 — 2010
Certificate, Medical Billing and Coding, CPC-A
Ameriprise Financial Services, Inc. November 2012 - Present
Palladium-Item 2001 - 2009
Cinram 1995 - 2001
Office Functions, Inc 1987 - 1995
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Accounts Receivable, Microsoft Office, Data Entry, Leadership, Inventory Control, Management, Team Building, Accounting, Teamwork, Process Improvement, Administration, Event Planning, Microsoft Word, Inventory Management, Accounts Payable, Purchasing
Education
Ivy Tech Community College-Richmond 2009 — 2011
Associate's degree, Office Administration, 3.93 GPA
American Academy of Professional Coders 2010 — 2010
Certificate, Medical Billing and Coding, CPC-A
Donald B. Schofield, CRPC® Donald B. Schofield, CRPC®'s Ameriprise Financial Services, Inc. Experience January 1994 - Present
Job Financial Advisor, at an Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1994 - Present
Education
William Carey College
B. S., Finance and Economics
Ivy Tech Community College
Technical Degree, Heating and A/C
Ameriprise Financial Services, Inc. January 1994 - Present
Education
William Carey College
B. S., Finance and Economics
Ivy Tech Community College
Technical Degree, Heating and A/C
Trevin L. Epps Trevin L. Epps's Ameriprise Financial Services, Inc. Experience September 2005 - July 2007
Job wealth advisor to successful dentists
Industry Financial Services
Experience
Creative Wealth Strategies President/CEOCreative Wealth Strategies2001 - Present
Ameriprise Financial Services, Inc. September 2005 - July 2007
Mass Mutual 2000 - 2001
Skills
Financial Planning, Wealth Management, Insurance, Investments, Asset Management, Insurance Planning, Protection, Retirement Planning, Retirement Income...
Education
Kansas State University 1991 — 1995
Marketing/Pre Law
Webster University
MBA
Creative Wealth Strategies President/CEOCreative Wealth Strategies2001 - Present
Ameriprise Financial Services, Inc. September 2005 - July 2007
Mass Mutual 2000 - 2001
Skills
Financial Planning, Wealth Management, Insurance, Investments, Asset Management, Insurance Planning, Protection, Retirement Planning, Retirement Income...
Education
Kansas State University 1991 — 1995
Marketing/Pre Law
Webster University
MBA
Angela Holt, CFP®'s Ameriprise Financial Services, Inc. Experience July 2008 - Present
Job CERTIFIED FINANCIAL PLANNER™, practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - July 2008
Education
Kansas State University 2001 — 2004
M.S., Personal Financial Planning
Kansas State University 2001 — 2004
Bachelor of Science (B.S.), Business Administration - Finance
Ameriprise Financial Services, Inc. July 2008 - Present
Ameriprise Financial Services, Inc. 2008 - Present
A.G. Edwards & Sons, Inc. March 2004 - July 2008
Education
Kansas State University 2001 — 2004
M.S., Personal Financial Planning
Kansas State University 2001 — 2004
Bachelor of Science (B.S.), Business Administration - Finance
Len De Roche Len De Roche's Ameriprise Financial Services, Inc. Experience 2008 - Present
Job Minister Unitarian Universalist Church of Amherst, NY
Industry Religious Institutions
Experience
Unitarian universalist Church of Amherst August 2012 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Residential Home Funding 2008 - June 2010
UUMA 1998 - 2007
uuma 1997 - 2007
USAF August 1969 - October 1993
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Wealth Management, Retirement Income..., Estate Planning
Education
Chicago Theological Seminary 1997 — 2002
D. Min., Pastorial Psychotherapy, Psychology and Religion
Lancaster Theological Seminary 1994 — 1994
M. Div, Ministry
University of Arkansas 1972 — 1974
M.S., Management
Juniata College 1965 — 1969
B.S., economics
Unitarian universalist Church of Amherst August 2012 - Present
Ameriprise Financial Services, Inc. 2008 - Present
Residential Home Funding 2008 - June 2010
UUMA 1998 - 2007
uuma 1997 - 2007
USAF August 1969 - October 1993
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Wealth Management, Retirement Income..., Estate Planning
Education
Chicago Theological Seminary 1997 — 2002
D. Min., Pastorial Psychotherapy, Psychology and Religion
Lancaster Theological Seminary 1994 — 1994
M. Div, Ministry
University of Arkansas 1972 — 1974
M.S., Management
Juniata College 1965 — 1969
B.S., economics
Ryan Truax Ryan Truax's Ameriprise Financial Services, Inc. Experience March 2007 - September 2009
Job Operations Manager, MDW2
Industry Logistics and Supply Chain
Experience
Amazon June 2015 - Present
Target November 2013 - May 2015
Target July 2011 - October 2013
Target January 2010 - July 2011
Ameriprise Financial Services, Inc. March 2007 - September 2009
Ameriprise Financial Services, Inc. October 2004 - October 2006
Education
John Carroll University 2007 — 2009
MBA
Wittenberg University 2000 — 2004
BA, Business Management
Amazon June 2015 - Present
Target November 2013 - May 2015
Target July 2011 - October 2013
Target January 2010 - July 2011
Ameriprise Financial Services, Inc. March 2007 - September 2009
Ameriprise Financial Services, Inc. October 2004 - October 2006
Education
John Carroll University 2007 — 2009
MBA
Wittenberg University 2000 — 2004
BA, Business Management
Alex LaPointe's Ameriprise Financial Services, Inc. Experience September 2006 - November 2007
Job Business Development Officer at Adviser Investments
Industry Investment Management
Experience
Adviser Investments 2013 - Present
Columbia Management July 2010 - April 2013
Columbia Management December 2007 - June 2010
Ameriprise Financial Services, Inc. September 2006 - November 2007
Skills
Mutual Funds, Investments, Asset Allocation, Defined Contribution, Sales, Series 7, Series 63, Series 65
Education
Ithaca College 2002 — 2006
Bachelor of Science (BS), International Business
Winchester High School
Adviser Investments 2013 - Present
Columbia Management July 2010 - April 2013
Columbia Management December 2007 - June 2010
Ameriprise Financial Services, Inc. September 2006 - November 2007
Skills
Mutual Funds, Investments, Asset Allocation, Defined Contribution, Sales, Series 7, Series 63, Series 65
Education
Ithaca College 2002 — 2006
Bachelor of Science (BS), International Business
Winchester High School
H. Phillips Williams H. Phillips Williams's Ameriprise Financial Services, Inc. Experience May 2008 - December 2008
Job Student at The Foreign Service Institute, US Department of State
Industry Marketing and Advertising
Experience
The Foreign Service Institute, US Department of State January 2014 - Present
The Container Store April 2013 - December 2013
Lion's Gate Farm March 2011 - December 2012
Tenuta di Spannocchia March 2012 - June 2012
Quadrant Capital Group September 2011 - December 2011
Great American Restaurants 2009 - 2011
Ameriprise Financial Services, Inc. May 2008 - December 2008
Skills
Marketing, Management, Advertising, Leadership
Education
James Madison University 2004 — 2008
College of Business
The Foreign Service Institute, US Department of State January 2014 - Present
The Container Store April 2013 - December 2013
Lion's Gate Farm March 2011 - December 2012
Tenuta di Spannocchia March 2012 - June 2012
Quadrant Capital Group September 2011 - December 2011
Great American Restaurants 2009 - 2011
Ameriprise Financial Services, Inc. May 2008 - December 2008
Skills
Marketing, Management, Advertising, Leadership
Education
James Madison University 2004 — 2008
College of Business
Jonathon Matzke's Ameriprise Financial Services, Inc. Experience May 2014 - July 2014
Job Mortgage Loan Originator at Live Well Financial
Industry Financial Services
Experience
Live Well Financial September 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - July 2014
Financial Management Association (FMA) January 2013 - May 2014
Student Managed Investment Portfolio Organization (SMIPO) September 2012 - May 2014
PNC January 2006 - July 2007
Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Economics, Microsoft Word, Financial Modeling
Education
Radford University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, 3.0
John Tyler Community College 2009 — 2012
Associate of Science (AS), Business Administration
Penn State University
Live Well Financial September 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - July 2014
Financial Management Association (FMA) January 2013 - May 2014
Student Managed Investment Portfolio Organization (SMIPO) September 2012 - May 2014
PNC January 2006 - July 2007
Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Economics, Microsoft Word, Financial Modeling
Education
Radford University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, 3.0
John Tyler Community College 2009 — 2012
Associate of Science (AS), Business Administration
Penn State University
Kaye Haverstock's Ameriprise Financial Services, Inc. Experience November 2008 - April 2012
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
Red Ventures April 2012 - June 2013
Ameriprise Financial Services, Inc. November 2008 - April 2012
Ameriprise Financial Services, Inc. October 2007 - November 2008
Sinclair Broadcast Group April 2007 - October 2007
Baltimore Ravens May 2006 - April 2007
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Project Management, Process Improvement, Financial Analysis, Team Leadership, Data Analysis, Leadership, Insurance, Risk Management, Banking, Analysis, Forecasting, Financial Modeling, Management
Education
Ithaca College 2002 — 2006
BS, Sport Management and Finance
TIAA-CREF June 2013 - Present
Red Ventures April 2012 - June 2013
Ameriprise Financial Services, Inc. November 2008 - April 2012
Ameriprise Financial Services, Inc. October 2007 - November 2008
Sinclair Broadcast Group April 2007 - October 2007
Baltimore Ravens May 2006 - April 2007
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Project Management, Process Improvement, Financial Analysis, Team Leadership, Data Analysis, Leadership, Insurance, Risk Management, Banking, Analysis, Forecasting, Financial Modeling, Management
Education
Ithaca College 2002 — 2006
BS, Sport Management and Finance
Annalise Marberg's Ameriprise Financial Services, Inc. Experience January 2014 - April 2015
Job Experienced Project Manager
Industry Management Consulting
Experience
Apex Systems May 2013 - Present
Ameriprise Financial Services, Inc. January 2014 - April 2015
Wells Fargo May 2013 - December 2013
Financial Industry Technical Solutions March 2006 - April 2013
Wells Fargo August 2009 - June 2012
State of Minnesota 2008 - 2009
Ameriprise 2006 - 2008
Andover High School September 2004 - June 2005
AdamsGabbert October 2003 - January 2004
Ultreya Solutions Group May 2002 - August 2003
Skills
Program Management, PMO, Project Management, Business Process..., Use Case Diagrams, Team Facilitation, Requirements Gathering, Requirements Analysis, Test Cases, User Acceptance Testing, Issue Management, SharePoint, Cross-functional Team..., Software Documentation, Visio, CRM, Process Improvement
Education
Saint Mary's University 2004 — 2004
Kansas State University 1986 — 1990
BS, Secondary Education, Chemistry, Physics
Apex Systems May 2013 - Present
Ameriprise Financial Services, Inc. January 2014 - April 2015
Wells Fargo May 2013 - December 2013
Financial Industry Technical Solutions March 2006 - April 2013
Wells Fargo August 2009 - June 2012
State of Minnesota 2008 - 2009
Ameriprise 2006 - 2008
Andover High School September 2004 - June 2005
AdamsGabbert October 2003 - January 2004
Ultreya Solutions Group May 2002 - August 2003
Skills
Program Management, PMO, Project Management, Business Process..., Use Case Diagrams, Team Facilitation, Requirements Gathering, Requirements Analysis, Test Cases, User Acceptance Testing, Issue Management, SharePoint, Cross-functional Team..., Software Documentation, Visio, CRM, Process Improvement
Education
Saint Mary's University 2004 — 2004
Kansas State University 1986 — 1990
BS, Secondary Education, Chemistry, Physics
Nicole McDonnell Nicole McDonnell's Ameriprise Financial Services, Inc. Experience May 2014 - September 2014
Job Executive Development Program: Store Management at Macy's
Industry Marketing and Advertising
Experience
Macy's July 2015 - Present
TJ Maxx October 2010 - July 2015
Ameriprise Financial Services, Inc. May 2014 - September 2014
Amherst Area Chamber of Commerce September 2013 - December 2013
UMass Fine Arts Center September 2011 - December 2013
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Candidate for Bachelors in Business Administration, Marketing
John Cabot University 2014 — 2014
Marketing/Marketing Management, General
King Philip Regional High School 2007 — 2011
Macy's July 2015 - Present
TJ Maxx October 2010 - July 2015
Ameriprise Financial Services, Inc. May 2014 - September 2014
Amherst Area Chamber of Commerce September 2013 - December 2013
UMass Fine Arts Center September 2011 - December 2013
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Candidate for Bachelors in Business Administration, Marketing
John Cabot University 2014 — 2014
Marketing/Marketing Management, General
King Philip Regional High School 2007 — 2011
Ellen Podell Ellen Podell's Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Paraplanner for Linda Stover at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
Re/Max Affiliates May 2003 - April 2005
Prudential Executive Group June 1999 - May 2003
Hardesty Cleaners September 1993 - June 1999
Education
Kaplan Financial Self Study 2008 — 2009
Series 7, 66 and Indiana Insurance license, Series 7, 66 and Indiana Life, Accident and Health Insurance
Ivy Tech Community College 1997 — 1999
Associates, Business Administration and Management
Ameriprise Financial Services, Inc. August 2005 - Present
Re/Max Affiliates May 2003 - April 2005
Prudential Executive Group June 1999 - May 2003
Hardesty Cleaners September 1993 - June 1999
Education
Kaplan Financial Self Study 2008 — 2009
Series 7, 66 and Indiana Insurance license, Series 7, 66 and Indiana Life, Accident and Health Insurance
Ivy Tech Community College 1997 — 1999
Associates, Business Administration and Management
Lauren DeGrave's Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2014
Ameriprise Financial Services, Inc. January 2011 - May 2012
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing
Regents American College London 2010 — 2010
Business
Nardin Academy High School 2004 — 2008
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2014
Ameriprise Financial Services, Inc. January 2011 - May 2012
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Finance and Marketing
Regents American College London 2010 — 2010
Business
Nardin Academy High School 2004 — 2008
Lindsey Casey's Ameriprise Financial Services, Inc. Experience January 2011 - June 2011
Job Inside Sales at Kalamazoo Technical Furniture
Industry Restaurants
Experience
Mission Pointe of Richland December 2005 - Present
Kalamazoo Technical Furniture July 2015 - Present
B&L Bolt, Inc. July 2014 - June 2015
Mission Pointe of Richland July 2012 - December 2014
Ameriprise Financial Services, Inc. January 2011 - June 2011
Studio 24 SalonSpa October 2007 - October 2010
ACOR Service August 2003 - October 2004
Skills
Customer Service, Financial Analysis, Microsoft Word, Management, Microsoft Excel, Morningstar, Time Management, Master Scheduling, Customer Retention, Marketing Strategy, Organizational..., Conflict Resolution, Listening to customers, Problem Solving, Team Leadership, Team Building, Flexibility, Self-starter, Work Ethic, Appointment Scheduling, Phone Etiquette, Grace Under Pressure, Courtesy
Education
Western Michigan University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kalamazoo Valley Community College 2004 — 2008
Associate's Degree, Business Administration
Gull Lake High School 2001 — 2004
High School
Mission Pointe of Richland December 2005 - Present
Kalamazoo Technical Furniture July 2015 - Present
B&L Bolt, Inc. July 2014 - June 2015
Mission Pointe of Richland July 2012 - December 2014
Ameriprise Financial Services, Inc. January 2011 - June 2011
Studio 24 SalonSpa October 2007 - October 2010
ACOR Service August 2003 - October 2004
Skills
Customer Service, Financial Analysis, Microsoft Word, Management, Microsoft Excel, Morningstar, Time Management, Master Scheduling, Customer Retention, Marketing Strategy, Organizational..., Conflict Resolution, Listening to customers, Problem Solving, Team Leadership, Team Building, Flexibility, Self-starter, Work Ethic, Appointment Scheduling, Phone Etiquette, Grace Under Pressure, Courtesy
Education
Western Michigan University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kalamazoo Valley Community College 2004 — 2008
Associate's Degree, Business Administration
Gull Lake High School 2001 — 2004
High School
Shawn Avery, CRPC® Shawn Avery, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2003 - Present
Education
Ithaca College 1999 — 2003
Bachelors, Economics
Ameriprise Financial Services, Inc. July 2003 - Present
Education
Ithaca College 1999 — 2003
Bachelors, Economics
J. Caleb Bradley, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2005 - Present
American Express Financial Advisors July 2001 - August 2005
Skills
Ability to Listen, Analytical, Attention to Detail, Business Planning, Business Strategy, Client Relationships, Community Service, Customer Experience, Customer Service, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Health Insurance, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning
Education
Kansas State University 1997 — 2001
Bachelor's Degree, Financial Management
Ameriprise Financial Services, Inc. August 2005 - Present
American Express Financial Advisors July 2001 - August 2005
Skills
Ability to Listen, Analytical, Attention to Detail, Business Planning, Business Strategy, Client Relationships, Community Service, Customer Experience, Customer Service, Decision-Making, Education Planning, Employee Benefits, Ethical Character, Health Insurance, Innovation, Leadership, Marketing, Protection Planning, Public Speaking, Responsiveness, Risk Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning
Education
Kansas State University 1997 — 2001
Bachelor's Degree, Financial Management
Spencer Christiansen, CFP®'s Ameriprise Financial Services, Inc. Experience August 2007 - March 2012
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA August 2012 - Present
Merrill Lynch March 2012 - August 2012
Ameriprise Financial Services, Inc. August 2007 - March 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, IRAs, Personal Financial..., Customer Service, Sales, Investments, Investment Advisory, Account Management, Estate Planning, Finance, Financial Services, Wealth Management, Financial Planning
Education
Kansas State University 2002 — 2007
BS, Personal Financial Planning
USAA August 2012 - Present
Merrill Lynch March 2012 - August 2012
Ameriprise Financial Services, Inc. August 2007 - March 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, IRAs, Personal Financial..., Customer Service, Sales, Investments, Investment Advisory, Account Management, Estate Planning, Finance, Financial Services, Wealth Management, Financial Planning
Education
Kansas State University 2002 — 2007
BS, Personal Financial Planning
Brad Shelley Brad Shelley's Ameriprise Financial Services, Inc. Experience January 2015 - Present
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
PNC February 2014 - August 2014
PNC Bank January 2013 - February 2014
Grundy Church of Christ June 2011 - December 2011
Education
Johnson University 2007 — 2011
Bachelor of Arts (B.A.), Bible and Preaching with Youth Ministry
Lakota West High School
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - January 2015
PNC February 2014 - August 2014
PNC Bank January 2013 - February 2014
Grundy Church of Christ June 2011 - December 2011
Education
Johnson University 2007 — 2011
Bachelor of Arts (B.A.), Bible and Preaching with Youth Ministry
Lakota West High School
Mudassir Syed Mudassir Syed's Ameriprise Financial Services, Inc. Experience June 2009 - June 2012
Job
Industry Information Technology and Services
Experience
Autodesk July 2012 - Present
Cognizant Technology Solutions February 2007 - October 2014
Ameriprise Financial Services, Inc. June 2009 - June 2012
UnitedHealth Group February 2007 - June 2009
Skills
SDLC, Agile Methodologies, Requirements Analysis, Unix, SQL, Java, Testing, XML, SOA, Java Enterprise Edition, DB2, Ant, Servlets, Oracle, Spring Framework, Web Services
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, Electrical and Electronics Engineering
Autodesk July 2012 - Present
Cognizant Technology Solutions February 2007 - October 2014
Ameriprise Financial Services, Inc. June 2009 - June 2012
UnitedHealth Group February 2007 - June 2009
Skills
SDLC, Agile Methodologies, Requirements Analysis, Unix, SQL, Java, Testing, XML, SOA, Java Enterprise Edition, DB2, Ant, Servlets, Oracle, Spring Framework, Web Services
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, Electrical and Electronics Engineering
Mark Albright, CFP® CRPC®'s Ameriprise Financial Services, Inc. Experience May 2001 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2001 - Present
Education
Kansas State University 1998 — 2001
Bachelors, Financial Management
Ameriprise Financial Services, Inc. May 2001 - Present
Education
Kansas State University 1998 — 2001
Bachelors, Financial Management
Keith Paglierani Keith Paglierani's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance License 0E77559
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2005 - Present
Ameriprise Financial 2004 - Present
Education
Ithaca College 1998 — 2002
BS, Sport Management/ Finance
Ameriprise Financial Services, Inc. July 2005 - Present
Ameriprise Financial 2004 - Present
Education
Ithaca College 1998 — 2002
BS, Sport Management/ Finance
Shravan Kumar Vemula's Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job QA Manager at Starwood Hotels & Resorts Worldwide Inc.,
Industry Computer Software
Experience
Starwood Hotels & Resorts Worldwide, Inc. March 2015 - Present
Western Union Business Solutions April 2012 - March 2015
Cognizant Technology Solutions May 2005 - March 2015
American Express January 2010 - December 2011
Ameriprise Financial Services, Inc. 2007 - 2008
CSC Applabs June 2003 - May 2005
Skills
Test Management, Testing, Quality Center, SDLC, User Acceptance Testing, Test Strategy, Defect Tracking, Test Planning, Regression Testing, Software Quality..., Software Project..., QTP, Manual Testing, Agile Methodologies, Requirements Gathering, System Testing, Test Automation, Requirements Analysis, Program Management, Project Management, Risk Management, Stakeholder Management, Account Management, Team Leadership, Business Development, Quality Assurance, HP Quality Center
Education
Kakatiya University 1999 — 2001
MBA, Management Information Systems
National Computing Centre, UK 1997 — 1998
Diploma in Information & Systems Management, Computer Software Applications
Kakatiya University 1995 — 1998
B.Sc
Starwood Hotels & Resorts Worldwide, Inc. March 2015 - Present
Western Union Business Solutions April 2012 - March 2015
Cognizant Technology Solutions May 2005 - March 2015
American Express January 2010 - December 2011
Ameriprise Financial Services, Inc. 2007 - 2008
CSC Applabs June 2003 - May 2005
Skills
Test Management, Testing, Quality Center, SDLC, User Acceptance Testing, Test Strategy, Defect Tracking, Test Planning, Regression Testing, Software Quality..., Software Project..., QTP, Manual Testing, Agile Methodologies, Requirements Gathering, System Testing, Test Automation, Requirements Analysis, Program Management, Project Management, Risk Management, Stakeholder Management, Account Management, Team Leadership, Business Development, Quality Assurance, HP Quality Center
Education
Kakatiya University 1999 — 2001
MBA, Management Information Systems
National Computing Centre, UK 1997 — 1998
Diploma in Information & Systems Management, Computer Software Applications
Kakatiya University 1995 — 1998
B.Sc
Chad Boisseau, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Development Director at Gin Wealth Management Partners | Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Chad Boisseau December 2014 - July 2015
Ameriprise Financial Services, Inc. August 2009 - December 2014
Ameriprise Financial Services, Inc. January 2004 - May 2009
American Express Financial Advisors June 2001 - December 2004
American Express Financial Advisors May 2000 - May 2001
Education
Kansas State University
Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning
Ameriprise Financial Services, Inc. July 2015 - Present
Chad Boisseau December 2014 - July 2015
Ameriprise Financial Services, Inc. August 2009 - December 2014
Ameriprise Financial Services, Inc. January 2004 - May 2009
American Express Financial Advisors June 2001 - December 2004
American Express Financial Advisors May 2000 - May 2001
Education
Kansas State University
Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning
Nanda Kishor's Ameriprise Financial Services, Inc. Experience February 2009 - May 2010
Job Director of Engineering at Orange Cloud CRM
Industry Information Technology and Services
Experience
Orange Cloud CRM 2015 - Present
NTT Data Americas (Previousely known as Centerstance) April 2012 - Present
EnablePath July 2014 - January 2015
Fortimize February 2013 - June 2014
Bank of America April 2012 - September 2013
Cognizant Technology Solutions April 2004 - April 2012
Warner Bros. Studios December 2011 - March 2012
OneWest Bank June 2011 - November 2011
Lieberman Research Worldwide June 2010 - May 2011
Ameriprise Financial Services, Inc. February 2009 - May 2010
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Project Management, Requirements Analysis, Business Analysis, ASP.NET, Offshore Management, Microsoft SQL Server, VB.NET, Software Project..., SQL, SOA, Salesforce.com, Software Development, Agile Methodologies, CRM, Consulting, Enterprise Software, Integration, SDLC
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech., Electronics and Communications
Orange Cloud CRM 2015 - Present
NTT Data Americas (Previousely known as Centerstance) April 2012 - Present
EnablePath July 2014 - January 2015
Fortimize February 2013 - June 2014
Bank of America April 2012 - September 2013
Cognizant Technology Solutions April 2004 - April 2012
Warner Bros. Studios December 2011 - March 2012
OneWest Bank June 2011 - November 2011
Lieberman Research Worldwide June 2010 - May 2011
Ameriprise Financial Services, Inc. February 2009 - May 2010
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Project Management, Requirements Analysis, Business Analysis, ASP.NET, Offshore Management, Microsoft SQL Server, VB.NET, Software Project..., SQL, SOA, Salesforce.com, Software Development, Agile Methodologies, CRM, Consulting, Enterprise Software, Integration, SDLC
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech., Electronics and Communications
Erin Rajek Erin Rajek's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Skyward, Inc. October 2005 - July 2014
Emergency Preparedness, LLC March 2008 - October 2008
LaChapelle, Lloyd, Zenor & Lummis March 2005 - May 2005
Camp Manito-wish 1999 - 2004
Skills
Leadership, Research, Public Speaking, Social Media, Marketing, Editing, Outlook, Press Releases, Microsoft Excel, Event Management, PowerPoint, Microsoft Word, Social Media Marketing, Marketing Communications, Windows, Social Networking, Marketing Strategy, Advertising, Newsletters, Media Relations, Facebook, Blogging, Community Relations, Client Relationships
Education
University of Wisconsin-Stevens Point 2000 — 2005
Bachelor of Arts (BA), History
Jagiellonian University 2001 — 2001
Polish Studies
Columbus High School
Columbus High School
Ameriprise Financial Services, Inc. August 2014 - Present
Skyward, Inc. October 2005 - July 2014
Emergency Preparedness, LLC March 2008 - October 2008
LaChapelle, Lloyd, Zenor & Lummis March 2005 - May 2005
Camp Manito-wish 1999 - 2004
Skills
Leadership, Research, Public Speaking, Social Media, Marketing, Editing, Outlook, Press Releases, Microsoft Excel, Event Management, PowerPoint, Microsoft Word, Social Media Marketing, Marketing Communications, Windows, Social Networking, Marketing Strategy, Advertising, Newsletters, Media Relations, Facebook, Blogging, Community Relations, Client Relationships
Education
University of Wisconsin-Stevens Point 2000 — 2005
Bachelor of Arts (BA), History
Jagiellonian University 2001 — 2001
Polish Studies
Columbus High School
Columbus High School
Alexis Mun Alexis Mun's Ameriprise Financial Services, Inc. Experience May 2002 - December 2002
Job Online Marketing | Brand Management | Process Optimization | CrossFunctional Collaboration
Industry Marketing and Advertising
Experience
TrueCar, Inc. January 2014 - Present
Guthy-Renker October 2009 - March 2013
Guthy-Renker March 2008 - October 2009
Guthy-Renker May 2006 - March 2008
Guthy-Renker May 2005 - May 2006
CurtCo Media January 2004 - May 2005
Thompson Publishing Group January 2003 - January 2004
Ameriprise Financial Services, Inc. May 2002 - December 2002
Ameriprise Financial Services, Inc. May 2001 - May 2002
Skills
Digital Marketing, Brand Management, Project Management, Process Improvement, Organizational..., High Level Of Accuracy
Education
James Madison University - College of Business 1997 — 2001
International Marketing
Fairfax High School 1993 — 1997
TrueCar, Inc. January 2014 - Present
Guthy-Renker October 2009 - March 2013
Guthy-Renker March 2008 - October 2009
Guthy-Renker May 2006 - March 2008
Guthy-Renker May 2005 - May 2006
CurtCo Media January 2004 - May 2005
Thompson Publishing Group January 2003 - January 2004
Ameriprise Financial Services, Inc. May 2002 - December 2002
Ameriprise Financial Services, Inc. May 2001 - May 2002
Skills
Digital Marketing, Brand Management, Project Management, Process Improvement, Organizational..., High Level Of Accuracy
Education
James Madison University - College of Business 1997 — 2001
International Marketing
Fairfax High School 1993 — 1997
Elena Colagrande Elena Colagrande's Ameriprise Financial Services, Inc. Experience July 2013 - June 2014
Job Registered Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
University Recreation Center UREC, James Madison University May 2011 - May 2013
Department of Athletics, James Madison University September 2010 - May 2013
The Salvation Army December 2009 - January 2010
Skills
Finance, Thompson One, Event Management, Time Management, Facebook, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Event Planning, Spanish, Social Media, Community Outreach, PowerPoint, Editing, Adobe Creative Suite, Social Media Marketing, Management, Social Networking
Education
James Madison University 2009 — 2013
Bachelor’s Degree, Business Administration; International Business, 3.7
Liceo Classico G. Berchet, Milano, Italy 2005 — 2009
High School, Liberal Arts and Sciences, General Studies and Humanities, 94/100
J.P. Morgan October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
University Recreation Center UREC, James Madison University May 2011 - May 2013
Department of Athletics, James Madison University September 2010 - May 2013
The Salvation Army December 2009 - January 2010
Skills
Finance, Thompson One, Event Management, Time Management, Facebook, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Event Planning, Spanish, Social Media, Community Outreach, PowerPoint, Editing, Adobe Creative Suite, Social Media Marketing, Management, Social Networking
Education
James Madison University 2009 — 2013
Bachelor’s Degree, Business Administration; International Business, 3.7
Liceo Classico G. Berchet, Milano, Italy 2005 — 2009
High School, Liberal Arts and Sciences, General Studies and Humanities, 94/100
Jennifer Fisher Edwards Jennifer Fisher Edwards's Ameriprise Financial Services, Inc. Experience November 2011 - February 2012
Job Experienced IT / Interactive Project Manager
Industry Information Technology and Services
Experience
Project CAP March 2014 - Present
Project CAP September 2013 - March 2014
General Mills March 2012 - May 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Factor_UE January 2005 - June 2011
Qwest April 2000 - June 2004
U S WEST March 1999 - March 2000
Skills
Requirements Analysis, Agile, Project Planning, Budgeting, Scheduling, Agile Methodologies, Project Management, Budgets, E-commerce, Business Process, Business Strategy, Change Management, Requirements Gathering, Scrum, Strategy, Vendor Management, Business Requirements, Analysis, Process Improvement, Web Project Management, Usability, Quality Assurance, User Experience
Education
Kalamazoo College
B.A., English
University of Minnesota-Twin Cities
M.A., English
Project CAP March 2014 - Present
Project CAP September 2013 - March 2014
General Mills March 2012 - May 2013
Ameriprise Financial Services, Inc. November 2011 - February 2012
Factor_UE January 2005 - June 2011
Qwest April 2000 - June 2004
U S WEST March 1999 - March 2000
Skills
Requirements Analysis, Agile, Project Planning, Budgeting, Scheduling, Agile Methodologies, Project Management, Budgets, E-commerce, Business Process, Business Strategy, Change Management, Requirements Gathering, Scrum, Strategy, Vendor Management, Business Requirements, Analysis, Process Improvement, Web Project Management, Usability, Quality Assurance, User Experience
Education
Kalamazoo College
B.A., English
University of Minnesota-Twin Cities
M.A., English
Dennis Kehoe Dennis Kehoe's Ameriprise Financial Services, Inc. Experience July 2004 - September 2009
Job Wealth Advisor | CoOwner at Oak Point Financial Group
Industry Financial Services
Experience
Oak Point Financial Group September 2009 - Present
Ameriprise Financial Services, Inc. July 2004 - September 2009
Quality Mold & Engineering 2002 - April 2004
Metal Processors, Inc. 1988 - 2002
Skills
Financial Advisory, Finance, Securities, Wealth, Leadership, Team Building, FINRA, Retirement Planning, Investments, Sales
Education
Kalamazoo College
Lake Michigan College
Oak Point Financial Group September 2009 - Present
Ameriprise Financial Services, Inc. July 2004 - September 2009
Quality Mold & Engineering 2002 - April 2004
Metal Processors, Inc. 1988 - 2002
Skills
Financial Advisory, Finance, Securities, Wealth, Leadership, Team Building, FINRA, Retirement Planning, Investments, Sales
Education
Kalamazoo College
Lake Michigan College
Amanda Snider Amanda Snider's Ameriprise Financial Services, Inc. Experience July 2011 - August 2011
Job Student at the University of WisconsinMadison School of Business
Industry Accounting
Experience
PwC June 2015 - August 2015
Cushman & Wakefield June 2014 - August 2014
Residence Inn by Marriott January 2012 - August 2012
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Microsoft Excel, Salesforce.com, PowerPoint, Microsoft Word, Outlook, Microsoft Publisher, iMovie
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
John Cabot University
PwC June 2015 - August 2015
Cushman & Wakefield June 2014 - August 2014
Residence Inn by Marriott January 2012 - August 2012
Ameriprise Financial Services, Inc. July 2011 - August 2011
Skills
Microsoft Excel, Salesforce.com, PowerPoint, Microsoft Word, Outlook, Microsoft Publisher, iMovie
Education
University of Wisconsin-Madison - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
John Cabot University
Daniel Flannery Daniel Flannery's Ameriprise Financial Services, Inc. Experience June 2004 - June 2005
Job Phone Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
HandCraft Services February 2014 - September 2014
ClearPoint Credit Counseling Solutions July 2005 - July 2013
Ameriprise Financial Services, Inc. June 2004 - June 2005
Capital One October 1999 - May 2004
Skills
Finance, Leadership, Customer Service, Microsoft Office, Financial Risk, Investments, Financial Analysis, Financial Services, Risk Management, Accounts Payable, Accounts Receivable, Analysis
Education
James Madison University
Bachelor of Business Administration (BBA)
Wells Fargo April 2015 - Present
HandCraft Services February 2014 - September 2014
ClearPoint Credit Counseling Solutions July 2005 - July 2013
Ameriprise Financial Services, Inc. June 2004 - June 2005
Capital One October 1999 - May 2004
Skills
Finance, Leadership, Customer Service, Microsoft Office, Financial Risk, Investments, Financial Analysis, Financial Services, Risk Management, Accounts Payable, Accounts Receivable, Analysis
Education
James Madison University
Bachelor of Business Administration (BBA)
Garrett Swaim's Ameriprise Financial Services, Inc. Experience September 2013 - April 2014
Job Manager of Business Development at Brilliant™
Industry Program Development
Experience
Brilliant™ April 2015 - Present
Brilliant™ February 2015 - April 2015
Insight Global July 2014 - February 2015
HPU Sales Club August 2013 - May 2014
HPU Men's Lacrosse Team (Division 1) January 2013 - May 2014
High Point University August 2011 - May 2014
Ameriprise Financial Services, Inc. September 2013 - April 2014
Skills
Division 1 Lacrosse..., Highly personable, Organization &..., Motivated self-starter, Organized Multi-tasker, Outstanding time..., Leadership, Sales, Team-oriented, Goal Oriented, People Skills, Social Skills, Outstanding..., Works well in a team, Enthusiasm to learn, People-oriented, Time Management, Public Speaking, Teamwork, Interpersonal...
Education
High Point University 2011 — 2014
B.A. Candidate, Business Administration and Management, General
Jacksonville University 2009 — 2011
Business Administration and Management, General
Salisbury School (CT) 2007 — 2009
Brilliant™ April 2015 - Present
Brilliant™ February 2015 - April 2015
Insight Global July 2014 - February 2015
HPU Sales Club August 2013 - May 2014
HPU Men's Lacrosse Team (Division 1) January 2013 - May 2014
High Point University August 2011 - May 2014
Ameriprise Financial Services, Inc. September 2013 - April 2014
Skills
Division 1 Lacrosse..., Highly personable, Organization &..., Motivated self-starter, Organized Multi-tasker, Outstanding time..., Leadership, Sales, Team-oriented, Goal Oriented, People Skills, Social Skills, Outstanding..., Works well in a team, Enthusiasm to learn, People-oriented, Time Management, Public Speaking, Teamwork, Interpersonal...
Education
High Point University 2011 — 2014
B.A. Candidate, Business Administration and Management, General
Jacksonville University 2009 — 2011
Business Administration and Management, General
Salisbury School (CT) 2007 — 2009
Anita Miller, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial Services, Inc. 1998 - Present
Education
Kansas State University 1980 — 1991
M.S., Counseling/Personnel Services
Kansas State University
B.S., Agriculture
Ameriprise Financial Services, Inc. 2010 - Present
Ameriprise Financial Services, Inc. 1998 - Present
Education
Kansas State University 1980 — 1991
M.S., Counseling/Personnel Services
Kansas State University
B.S., Agriculture
Evan De La Marter's Ameriprise Financial Services, Inc. Experience June 2013 - July 2013
Job Brand Manager at Red Bull
Industry Marketing and Advertising
Experience
Red Bull August 2014 - Present
Wheeli October 2014 - Present
Wheeli June 2015 - August 2015
Ameriprise Financial Services, Inc. June 2013 - July 2013
Prager Metis CPAs, LLC June 2013 - July 2013
AYSO West Side Soccer League (WSSL) September 2009 - November 2011
PureWow January 2011 - June 2011
Skills
Teamwork, PowerPoint, Photoshop, Microsoft Office, Social Media, Social Media Marketing, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Event Management, Event Planning, C++, Java, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Economics, Sociology, Dean's List: Spring 2013 & Fall 2014
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor's Degree, International Marketing, Economics and Sociology
School of the Future 2009 — 2012
High School
Red Bull August 2014 - Present
Wheeli October 2014 - Present
Wheeli June 2015 - August 2015
Ameriprise Financial Services, Inc. June 2013 - July 2013
Prager Metis CPAs, LLC June 2013 - July 2013
AYSO West Side Soccer League (WSSL) September 2009 - November 2011
PureWow January 2011 - June 2011
Skills
Teamwork, PowerPoint, Photoshop, Microsoft Office, Social Media, Social Media Marketing, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Event Management, Event Planning, C++, Java, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Economics, Sociology, Dean's List: Spring 2013 & Fall 2014
Universitat Autònoma de Barcelona 2015 — 2015
Bachelor's Degree, International Marketing, Economics and Sociology
School of the Future 2009 — 2012
High School
Malin Tate Malin Tate's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2013
Skills
Series 7
Education
Jacksonville State University
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. February 2008 - September 2013
Skills
Series 7
Education
Jacksonville State University
Paul Rikkonen Paul Rikkonen's Ameriprise Financial Services, Inc. Experience October 2005 - November 2009
Job Senior Technical Software Program Manager at NVIDIA
Industry Consumer Electronics
Experience
NVIDIA October 2013 - Present
Palcare February 2012 - Present
Ice Hockey Officials Northern California December 2001 - Present
Gateway Financial Advisors, Inc. June 2011 - December 2012
Rikkonen Financial Services February 2010 - July 2011
Ameriprise Financial Services, Inc. October 2005 - November 2009
Synertek Solutions, Inc. January 2001 - June 2003
Sun Microsystems, Inc. February 1987 - October 2001
Intergraph Corporation 1979 - 1987
Skills
Small Business, Portfolio Management, Retirement Planning, Retirement Income..., Financial Planning, Financial Advisory, Alternative Investments, Insurance Planning, Estate and Tax..., Comprehensive Wealth..., Program Management, Product Development, Engineering Management, Project Planning, Project Management, Team Building, Building Relationships, Systems Engineering, Computer Repair, Electronics Repair, Hardware Development, Strategic Financial..., Retirement, Financial Planners, Wealth Management..., Direct Sales, Sales Presentations, Sales Process, Project Finance, Emotional Intelligence, Conflict Management, Investments, Fixed Annuities, Estate Planning, Financial Services, Start-ups
Education
Northeastern University 1988 — 1992
Bachelor of Science candidate
John C Calhoun State Community College 1985 — 1987
AS
Radio College of Canada 1973 — 1975
EET
NipRock High School 1972 — 1974
Secondary School Graduation
NVIDIA October 2013 - Present
Palcare February 2012 - Present
Ice Hockey Officials Northern California December 2001 - Present
Gateway Financial Advisors, Inc. June 2011 - December 2012
Rikkonen Financial Services February 2010 - July 2011
Ameriprise Financial Services, Inc. October 2005 - November 2009
Synertek Solutions, Inc. January 2001 - June 2003
Sun Microsystems, Inc. February 1987 - October 2001
Intergraph Corporation 1979 - 1987
Skills
Small Business, Portfolio Management, Retirement Planning, Retirement Income..., Financial Planning, Financial Advisory, Alternative Investments, Insurance Planning, Estate and Tax..., Comprehensive Wealth..., Program Management, Product Development, Engineering Management, Project Planning, Project Management, Team Building, Building Relationships, Systems Engineering, Computer Repair, Electronics Repair, Hardware Development, Strategic Financial..., Retirement, Financial Planners, Wealth Management..., Direct Sales, Sales Presentations, Sales Process, Project Finance, Emotional Intelligence, Conflict Management, Investments, Fixed Annuities, Estate Planning, Financial Services, Start-ups
Education
Northeastern University 1988 — 1992
Bachelor of Science candidate
John C Calhoun State Community College 1985 — 1987
AS
Radio College of Canada 1973 — 1975
EET
NipRock High School 1972 — 1974
Secondary School Graduation
Thomas Pressey Thomas Pressey's Ameriprise Financial Services, Inc. Experience 1998 - 2006
Job Financial Consultant at Good Life Advisors, LLC
Industry Financial Services
Experience
Good Life Advisors, LLC June 2015 - Present
PNCI September 2011 - May 2015
401(k) Specialist, LLC November 2006 - September 2011
401k Coach Program 2010 - 2010
Ameriprise Financial Services, Inc. 1998 - 2006
Skills
Wealth Management, Investments, Mutual Funds, Series 7, Finance, Retirement Planning, Retirement, Financial Planning, Investment Advisory, Fixed Annuities, Financial Services
Education
Kalamazoo Valley Community College 1995 — 1997
Good Life Advisors, LLC June 2015 - Present
PNCI September 2011 - May 2015
401(k) Specialist, LLC November 2006 - September 2011
401k Coach Program 2010 - 2010
Ameriprise Financial Services, Inc. 1998 - 2006
Skills
Wealth Management, Investments, Mutual Funds, Series 7, Finance, Retirement Planning, Retirement, Financial Planning, Investment Advisory, Fixed Annuities, Financial Services
Education
Kalamazoo Valley Community College 1995 — 1997
MARK D. MAHONEY, CFP©, CRPC© MARK D. MAHONEY, CFP©, CRPC©'s Ameriprise Financial Services, Inc. Experience March 1996 - Present
Job CERTIFIED FINANCIAL PLANNER, AMERIPRISE FINANCIAL
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 1996 - Present
Education
John Carroll University 1982 — 1987
BS, COMPUTER SCIENCE, BUSINESS, MATH
st eds
Ameriprise Financial Services, Inc. March 1996 - Present
Education
John Carroll University 1982 — 1987
BS, COMPUTER SCIENCE, BUSINESS, MATH
st eds
Stephen Kratsios Stephen Kratsios's Ameriprise Financial Services, Inc. Experience June 2008 - August 2008
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors October 2015 - Present
Cambridge Associates July 2013 - September 2015
Cambridge Associates June 2010 - June 2013
Cambridge Associates January 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Enterprise Rent-A-Car June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Asset Allocation, Analysis, Mutual Funds, Strategy, Microsoft Office, Due Diligence, Alternative Investments, Microsoft Excel, Bloomberg Terminal, Account Reconciliation, Performance Benchmarking, Project Management, Product Management, client reporting, Financial Analysis, Financial Modeling, Performance Reporting, OCIO, Process Improvement, Net Worth, Asset Management, Investment Performance, Operations Management
Education
James Madison University 2004 — 2008
BBA, Finance, Management
Summit Rock Advisors October 2015 - Present
Cambridge Associates July 2013 - September 2015
Cambridge Associates June 2010 - June 2013
Cambridge Associates January 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Enterprise Rent-A-Car June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Asset Allocation, Analysis, Mutual Funds, Strategy, Microsoft Office, Due Diligence, Alternative Investments, Microsoft Excel, Bloomberg Terminal, Account Reconciliation, Performance Benchmarking, Project Management, Product Management, client reporting, Financial Analysis, Financial Modeling, Performance Reporting, OCIO, Process Improvement, Net Worth, Asset Management, Investment Performance, Operations Management
Education
James Madison University 2004 — 2008
BBA, Finance, Management
Hank Coleman Hank Coleman's Ameriprise Financial Services, Inc. Experience December 2007 - March 2009
Job Consultant
Industry Financial Services
Experience
Financial Coaching and Consulting August 2015 - Present
Bank of America January 2012 - July 2015
MetLife July 2009 - June 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Skills
Financial Planning, Investment Strategies, Efficiency Management, Retirement Planning, Personal Finance, Retirement, Series 7, Mutual Funds, Investment Advisory, Portfolio Management, Personal Financial..., Cash Management
Education
Troy University Dothan 2001 — 2003
B.S., Finance
James Madison University 1999 — 2000
Financial Coaching and Consulting August 2015 - Present
Bank of America January 2012 - July 2015
MetLife July 2009 - June 2011
Ameriprise Financial Services, Inc. December 2007 - March 2009
Skills
Financial Planning, Investment Strategies, Efficiency Management, Retirement Planning, Personal Finance, Retirement, Series 7, Mutual Funds, Investment Advisory, Portfolio Management, Personal Financial..., Cash Management
Education
Troy University Dothan 2001 — 2003
B.S., Finance
James Madison University 1999 — 2000
Sara Kaminski Sara Kaminski's Ameriprise Financial Services, Inc. Experience May 2014 - May 2015
Job Underwriting Intern at National Interstate Insurance Company
Industry Financial Services
Experience
National Interstate Insurance Company May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - May 2015
Forest Hills Golf Course May 2013 - August 2013
BSpot Restaurant November 2011 - January 2013
Skills
Mathematics, Social Listening, Communication, Writing, Volleyball, Sports, Financial Accounting, Social Media, Spanish-speaking, Technology, Microsoft Technologies, Microsoft Office, Microsoft Excel, Microsoft Word, Apple OS, Tutoring, Statistics, Organization, Typing, Public Speaking, Leadership, Sports Analysis, Customer Service, Work Ethic, Professional..., Respect, Volunteering, Photography, PowerPoint, Microsoft Applications, Babysitting, Constructive Feedback, Cleaning, Decoration, iPhone, Cooking, Team Building, Team Management, Team-oriented, Friendly Personality, Weight Training, Fitness, Secretarial Skills, Customer Experience, Customer Oriented, Customer Satisfaction, Schedule Control, Dishwashing, Dependable Team Player, Always Punctual
Education
John Carroll University 2012 — 2016
Accounting and Finance
Elyria Catholic High School 2008 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
National Interstate Insurance Company May 2015 - Present
Ameriprise Financial Services, Inc. May 2014 - May 2015
Forest Hills Golf Course May 2013 - August 2013
BSpot Restaurant November 2011 - January 2013
Skills
Mathematics, Social Listening, Communication, Writing, Volleyball, Sports, Financial Accounting, Social Media, Spanish-speaking, Technology, Microsoft Technologies, Microsoft Office, Microsoft Excel, Microsoft Word, Apple OS, Tutoring, Statistics, Organization, Typing, Public Speaking, Leadership, Sports Analysis, Customer Service, Work Ethic, Professional..., Respect, Volunteering, Photography, PowerPoint, Microsoft Applications, Babysitting, Constructive Feedback, Cleaning, Decoration, iPhone, Cooking, Team Building, Team Management, Team-oriented, Friendly Personality, Weight Training, Fitness, Secretarial Skills, Customer Experience, Customer Oriented, Customer Satisfaction, Schedule Control, Dishwashing, Dependable Team Player, Always Punctual
Education
John Carroll University 2012 — 2016
Accounting and Finance
Elyria Catholic High School 2008 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Diana Subka Diana Subka's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Registered Operations Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
Vinayak Awal's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Manager, Strategic Transformation Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial August 2006 - January 2012
Evalueserve March 2005 - August 2005
Skills
Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Analytics, Business Analysis, Retirement Planning, Valuation, Analysis, Marketing
Education
International College for Financial Planning 2005 — 2006
Post Gradutae Diploma in Financial Planning, Financial Planning and Services
Jamia Millia Islamia 2000 — 2003
Bachelors in International Business & Finance, International business, Marketing, Financial Management, Economics
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial August 2006 - January 2012
Evalueserve March 2005 - August 2005
Skills
Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Analytics, Business Analysis, Retirement Planning, Valuation, Analysis, Marketing
Education
International College for Financial Planning 2005 — 2006
Post Gradutae Diploma in Financial Planning, Financial Planning and Services
Jamia Millia Islamia 2000 — 2003
Bachelors in International Business & Finance, International business, Marketing, Financial Management, Economics
Evan Murphy, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER® at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Concord Equity Group 1997 - 2001
Education
Ithaca College 1994 — 1996
B.S.
Ameriprise Financial Services, Inc. 2002 - Present
Concord Equity Group 1997 - 2001
Education
Ithaca College 1994 — 1996
B.S.
April Langus's Ameriprise Financial Services, Inc. Experience February 2013 - October 2013
Job Communications and Marketing Professional
Industry Marketing and Advertising
Experience
Food Bank for Westchester October 2013 - December 2014
Ameriprise Financial Services, Inc. February 2013 - October 2013
Marketing Consultant/Project Manager October 2012 - October 2013
Geri Pell & Associates August 2010 - October 2012
Women's Leadership Exchange March 2010 - July 2010
Joan Lunden Productions October 2008 - September 2009
Media Marketing Associates 2000 - 2007
Hamilton Ink 1998 - 2000
Skills
Public Relations, Social Media, Event Planning, Advertising, Leadership, Social Media Marketing, Public Speaking, Marketing, Non-profits, Fundraising, Marketing Communications, Social Networking, Event Management, Business Development, Editing, Management, Strategic Communications, Project Management
Education
Ithaca College
B.S., School of Communications
Food Bank for Westchester October 2013 - December 2014
Ameriprise Financial Services, Inc. February 2013 - October 2013
Marketing Consultant/Project Manager October 2012 - October 2013
Geri Pell & Associates August 2010 - October 2012
Women's Leadership Exchange March 2010 - July 2010
Joan Lunden Productions October 2008 - September 2009
Media Marketing Associates 2000 - 2007
Hamilton Ink 1998 - 2000
Skills
Public Relations, Social Media, Event Planning, Advertising, Leadership, Social Media Marketing, Public Speaking, Marketing, Non-profits, Fundraising, Marketing Communications, Social Networking, Event Management, Business Development, Editing, Management, Strategic Communications, Project Management
Education
Ithaca College
B.S., School of Communications
John Triplett, CPA's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors October 2008 - July 2012
Citi June 2004 - October 2008
Wells Fargo Advisors September 1997 - June 2004
Education
Purdue University 1990 — 1992
Master's degree, Management
Jackson State University 1974 — 1978
Bachelor's degree, Accounting
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors October 2008 - July 2012
Citi June 2004 - October 2008
Wells Fargo Advisors September 1997 - June 2004
Education
Purdue University 1990 — 1992
Master's degree, Management
Jackson State University 1974 — 1978
Bachelor's degree, Accounting
Adam St. Ours, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Registered Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2010 - March 2014
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. August 2006 - February 2007
Omni Fitness Equipment September 2004 - July 2006
Skills
Retirement Planning, Series 7, Financial Advisory, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Investments, Uniform Combined State..., Asset Allocation, Insurance, Series 63
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
M.B.A., Management & Business Strategy
Ithaca College 1999 — 2003
B.A.
Ameriprise Financial Services, Inc. March 2014 - Present
Ameriprise Financial Services, Inc. January 2010 - March 2014
Ameriprise Financial Services, Inc. February 2007 - January 2010
Ameriprise Financial Services, Inc. August 2006 - February 2007
Omni Fitness Equipment September 2004 - July 2006
Skills
Retirement Planning, Series 7, Financial Advisory, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Investments, Uniform Combined State..., Asset Allocation, Insurance, Series 63
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
M.B.A., Management & Business Strategy
Ithaca College 1999 — 2003
B.A.
Natalie Morton's Ameriprise Financial Services, Inc. Experience October 2007 - Present
Job Member of the Keystone Group at Ameriprise Financial.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2007 - Present
Brook Dale Senior Living May 2004 - September 2005
Education
Ivy Tech Community College
PHHS
Ameriprise Financial Services, Inc. October 2007 - Present
Brook Dale Senior Living May 2004 - September 2005
Education
Ivy Tech Community College
PHHS
Bob Wilbur's Ameriprise Financial Services, Inc. Experience 1989 - February 1999
Job Chief Financial Officer at E.W. Audet & Sons, Inc.
Industry Construction
Experience
E.W. Audet & Sons, Inc. February 1999 - Present
Ameriprise Financial Services, Inc. 1989 - February 1999
Skills
Accounting, Financial Reporting, Construction, Auditing, Microsoft Excel, QuickBooks, Project Management, Financial Accounting, Financial Analysis, Internal Controls, Tax, Risk Management, Microsoft Office, Manufacturing, General Ledger
Education
University of Rhode Island - College of Business Administration 1978 — 1980
MBA, Finance, General
Johnson and Wales University 1974 — 1978
Bachelor of Science (B.S.), Accounting
E.W. Audet & Sons, Inc. February 1999 - Present
Ameriprise Financial Services, Inc. 1989 - February 1999
Skills
Accounting, Financial Reporting, Construction, Auditing, Microsoft Excel, QuickBooks, Project Management, Financial Accounting, Financial Analysis, Internal Controls, Tax, Risk Management, Microsoft Office, Manufacturing, General Ledger
Education
University of Rhode Island - College of Business Administration 1978 — 1980
MBA, Finance, General
Johnson and Wales University 1974 — 1978
Bachelor of Science (B.S.), Accounting
Fredric Weiner's Ameriprise Financial Services, Inc. Experience April 2009 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Smith Barney November 2006 - April 2008
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., 401k Rollovers, Investment Advisory, Asset Allocation, Series 63, Series 65, Saving for Education, Mutual Funds, Strategic Financial...
Education
Jefferson Medical College of Thomas Jefferson University 1968 — 1972
Doctor of Medicine (M.D.), Medicine
Lehigh University 1962 — 1966
Bachelor of Arts (B.A.), Chemistry
Ameriprise Financial Services, Inc. April 2009 - Present
Smith Barney November 2006 - April 2008
Skills
Retirement Planning, Series 7, Wealth Management, Uniform Combined State..., 401k Rollovers, Investment Advisory, Asset Allocation, Series 63, Series 65, Saving for Education, Mutual Funds, Strategic Financial...
Education
Jefferson Medical College of Thomas Jefferson University 1968 — 1972
Doctor of Medicine (M.D.), Medicine
Lehigh University 1962 — 1966
Bachelor of Arts (B.A.), Chemistry
Jagan Pantina's Ameriprise Financial Services, Inc. Experience April 2006 - November 2010
Job IT Infrastructure/Security Project Management Consultant
Industry Information Technology and Services
Experience
Consultant April 2014 - Present
CareMore Health Plan June 2013 - Present
Cognizant Technology Solutions May 2011 - April 2014
Travelers September 2012 - May 2013
CUNA Mutual Group May 2011 - September 2012
We Energies April 2011 - May 2011
PriceWaterhouse Coopers November 2010 - April 2011
Ameriprise Financial Services, Inc. April 2006 - November 2010
Cognizant Technology Solutions September 2005 - November 2010
American Express October 2005 - April 2006
Skills
MDT, SCCM, Windows 7, Altiris, VMware, Infrastructure, Application Packaging, SDLC, System Deployment, VBScript, Virtualization, Windows, CRM, Microsoft Exchange, Windows Server, IT Strategy, Requirements Analysis, Business Analysis, Software Project..., Vendor Management
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Alfa Junior College 1999 — 2001
High School, Mathematics
Little Angels High School 1987 — 1999
High School
Consultant April 2014 - Present
CareMore Health Plan June 2013 - Present
Cognizant Technology Solutions May 2011 - April 2014
Travelers September 2012 - May 2013
CUNA Mutual Group May 2011 - September 2012
We Energies April 2011 - May 2011
PriceWaterhouse Coopers November 2010 - April 2011
Ameriprise Financial Services, Inc. April 2006 - November 2010
Cognizant Technology Solutions September 2005 - November 2010
American Express October 2005 - April 2006
Skills
MDT, SCCM, Windows 7, Altiris, VMware, Infrastructure, Application Packaging, SDLC, System Deployment, VBScript, Virtualization, Windows, CRM, Microsoft Exchange, Windows Server, IT Strategy, Requirements Analysis, Business Analysis, Software Project..., Vendor Management
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Alfa Junior College 1999 — 2001
High School, Mathematics
Little Angels High School 1987 — 1999
High School
Timothy Orrico's Ameriprise Financial Services, Inc. Experience 2005 - 2006
Job Senior Associate | Client Business Services at Private Client Resources, LLC
Industry Information Services
Experience
Private Client Resources, LLC September 2006 - Present
Coldwell Banker Residential Brokerage September 2015 - Present
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Equities, Portfolio Management, Web Applications, Investments, Wealth Management, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Financial Planning, Mutual Funds
Education
Ithaca College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Private Client Resources, LLC September 2006 - Present
Coldwell Banker Residential Brokerage September 2015 - Present
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Equities, Portfolio Management, Web Applications, Investments, Wealth Management, Alternative Investments, Asset Management, Hedge Funds, Financial Analysis, Financial Planning, Mutual Funds
Education
Ithaca College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Andrew Hester's Ameriprise Financial Services, Inc. Experience September 2012 - Present
Job The Financial Planning and Investment Group, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Northwestern Mutual March 2007 - September 2012
Education
James Madison University 1999 — 2003
B.S., Economics
Ameriprise Financial Services, Inc. September 2012 - Present
Northwestern Mutual March 2007 - September 2012
Education
James Madison University 1999 — 2003
B.S., Economics
Joyce Krinsky, CLTC's Ameriprise Financial Services, Inc. Experience November 2011 - May 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2013
Good Works Foundation Georgia, LLC January 2011 - November 2011
Wachovia, A Wells Fargo Company August 2007 - December 2009
Bank of America December 2005 - August 2007
CKS Long Term Care, LLC May 2000 - December 2005
Copeland Companies January 1997 - April 2000
Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Leadership, Management, Portfolio Management, Asset Management, Finance, Long-term Care, Retirement, Retirement Planning, Life Insurance
Education
Ithaca College 1982 — 1986
B.S, Finance
VALIC May 2013 - Present
Ameriprise Financial Services, Inc. November 2011 - May 2013
Good Works Foundation Georgia, LLC January 2011 - November 2011
Wachovia, A Wells Fargo Company August 2007 - December 2009
Bank of America December 2005 - August 2007
CKS Long Term Care, LLC May 2000 - December 2005
Copeland Companies January 1997 - April 2000
Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Leadership, Management, Portfolio Management, Asset Management, Finance, Long-term Care, Retirement, Retirement Planning, Life Insurance
Education
Ithaca College 1982 — 1986
B.S, Finance
Dick Gustafson's Ameriprise Financial Services, Inc. Experience February 2011 - December 2012
Job Vice President Wealth Management Technology at BNY Mellon
Industry Computer Software
Experience
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
BNY Mellon November 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - December 2012
Eagle Investment Systems February 2005 - April 2010
Atlantic Trust 2001 - 2005
State Street 1990 - 2003
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
BS - Accounting, Accounting, Economics
University of Massachusetts, Amherst 1977 — 1980
BBA, Accounting
Brett Lambert's Ameriprise Financial Services, Inc. Experience April 2009 - April 2010
Job Property Manager at Village Property Management, LLC
Industry Real Estate
Experience
Village Property Management, LLC August 2009 - Present
Third Hand Pro Property Management Services and Construction January 2008 - Present
Ameriprise Financial Services, Inc. April 2009 - April 2010
Ameriprise May 2003 - November 2007
Skills
Creative Problem Solving, Project Management, Customer Focus, Investments, Financial Planning, Personal Finance, Portfolio Management, Simple Web Design, Budget Development, Process Improvement, Maintenance Management, Building Maintenance, Rental Management, Rental Properties, Construction Supervision, Basic Interior Design, Small Business, Public Speaking, Strategic Financial..., Sales, Rentals, Construction, Customer Service
Education
UMUC Schwaebisch Gmuend 2002 — 2002
James Madison University 1998 — 2002
BBA, Finance, International Business
Village Property Management, LLC August 2009 - Present
Third Hand Pro Property Management Services and Construction January 2008 - Present
Ameriprise Financial Services, Inc. April 2009 - April 2010
Ameriprise May 2003 - November 2007
Skills
Creative Problem Solving, Project Management, Customer Focus, Investments, Financial Planning, Personal Finance, Portfolio Management, Simple Web Design, Budget Development, Process Improvement, Maintenance Management, Building Maintenance, Rental Management, Rental Properties, Construction Supervision, Basic Interior Design, Small Business, Public Speaking, Strategic Financial..., Sales, Rentals, Construction, Customer Service
Education
UMUC Schwaebisch Gmuend 2002 — 2002
James Madison University 1998 — 2002
BBA, Finance, International Business
Patricia Stevens's Ameriprise Financial Services, Inc. Experience October 2009 - April 2012
Job Financial Advisor at Enterprise Investment Services
Industry Financial Services
Experience
Enterprise Investment Services May 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - April 2012
Ameriprise Financial 2006 - 2009
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelor of Business Administration, Finance
Enterprise Investment Services May 2012 - Present
Ameriprise Financial Services, Inc. October 2009 - April 2012
Ameriprise Financial 2006 - 2009
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelor of Business Administration, Finance
Jim Schmitt, CFP's Ameriprise Financial Services, Inc. Experience April 2000 - Present
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2000 - Present
Education
John Carroll University
BSBA, Finance
Miami University
MBA, Finance
St. Ignatius High School
Ameriprise Financial Services, Inc. April 2000 - Present
Education
John Carroll University
BSBA, Finance
Miami University
MBA, Finance
St. Ignatius High School
Jamie Rietzke's Ameriprise Financial Services, Inc. Experience May 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2004 - Present
Education
Kansas State University 2000 — 2003
Bachelor of Science, Business and Finance
Ameriprise Financial Services, Inc. May 2004 - Present
Education
Kansas State University 2000 — 2003
Bachelor of Science, Business and Finance
Matthew VanScooter's Ameriprise Financial Services, Inc. Experience May 2005 - June 2006
Job Critical Care Registered Nurse at HCA
Industry Hospital & Health Care
Experience
HCA September 2013 - Present
UVA Health System March 2013 - September 2013
UVA Health System March 2012 - September 2013
Genworth Financial November 2006 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2006
Skills
Sales, Long-term Care, Customer Service, Retirement Planning, Microsoft Word, Process Improvement, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Outlook, Epic Systems, Nursing Care, Critical Care, Clinical Research, Cpr Certified, Healthcare, ACLS, ICU
Education
James Madison University 2014 — 2016
Bachelor's Degree, Nursing
ECPI University 2010 — 2011
Associates in Health Sciences, Registered Nursing
Virginia Polytechnic Institute and State University 2000 — 2005
BA, Interdiciplinary Studies
HCA September 2013 - Present
UVA Health System March 2013 - September 2013
UVA Health System March 2012 - September 2013
Genworth Financial November 2006 - July 2009
Ameriprise Financial Services, Inc. May 2005 - June 2006
Skills
Sales, Long-term Care, Customer Service, Retirement Planning, Microsoft Word, Process Improvement, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Public Speaking, Outlook, Epic Systems, Nursing Care, Critical Care, Clinical Research, Cpr Certified, Healthcare, ACLS, ICU
Education
James Madison University 2014 — 2016
Bachelor's Degree, Nursing
ECPI University 2010 — 2011
Associates in Health Sciences, Registered Nursing
Virginia Polytechnic Institute and State University 2000 — 2005
BA, Interdiciplinary Studies
Valerie Pinciak's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
MassMutual Financial Group August 1986 - September 2009
MassMutual 1986 - 2009
Skills
Vendor Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1982
BBA, Gen Business & Finance
Ameriprise Financial Services, Inc. December 2009 - Present
MassMutual Financial Group August 1986 - September 2009
MassMutual 1986 - 2009
Skills
Vendor Management
Education
Isenberg School of Management, UMass Amherst 1979 — 1982
BBA, Gen Business & Finance
Sarah (Mockry) LaRue, PHR's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Talent Acquisition Contract Recruiter at UMB Bank
Industry Human Resources
Experience
UMB Bank 2014 - Present
Adknowledge 2013 - 2014
Adknowledge 2012 - 2013
Adknowledge 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
H&R Block Financial Advisors 2005 - 2007
Skills
College Recruiting, Talent Acquisition, Recruiting, Internet Recruiting, Talent Management, Sourcing, Human Resources, Onboarding, Technical Recruiting, Employee Relations, Benefits Negotiation, Employee Benefits, HRIS, Hiring, Strategy, Start-ups, CRM, Online Advertising, HR Project Management, Training, Business Development, Personnel Management, Marketing, Analytics, Applicant Tracking...
Education
Kansas State University
Bachelors of Science, Human Resource Management; General Managment/Entrepreneurship
UMB Bank 2014 - Present
Adknowledge 2013 - 2014
Adknowledge 2012 - 2013
Adknowledge 2009 - 2012
Ameriprise Financial Services, Inc. 2007 - 2009
H&R Block Financial Advisors 2005 - 2007
Skills
College Recruiting, Talent Acquisition, Recruiting, Internet Recruiting, Talent Management, Sourcing, Human Resources, Onboarding, Technical Recruiting, Employee Relations, Benefits Negotiation, Employee Benefits, HRIS, Hiring, Strategy, Start-ups, CRM, Online Advertising, HR Project Management, Training, Business Development, Personnel Management, Marketing, Analytics, Applicant Tracking...
Education
Kansas State University
Bachelors of Science, Human Resource Management; General Managment/Entrepreneurship
James A. (Jimmy) Waters Jr.'s Ameriprise Financial Services, Inc. Experience January 2010 - Present
Job Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Wells Fargo Advisors May 2001 - January 2010
Merrill Lynch February 1994 - May 2001
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College 1986 — 1989
Bachelor of Science, Business
Ameriprise Financial Services, Inc. January 2010 - Present
Wells Fargo Advisors May 2001 - January 2010
Merrill Lynch February 1994 - May 2001
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College 1986 — 1989
Bachelor of Science, Business
Scott Gibson, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Financial Advisor, Vice President, Chartered Retirement Planning CounselorSM
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2007 - June 2013
Wachovia Bank April 2004 - October 2007
State Farm 1998 - 2005
State Farm 1998 - 2005
Education
James Madison University - College of Business 1990 — 1992
B.B.A., Finance
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2007 - June 2013
Wachovia Bank April 2004 - October 2007
State Farm 1998 - 2005
State Farm 1998 - 2005
Education
James Madison University - College of Business 1990 — 1992
B.B.A., Finance
Bruce Mullen's Ameriprise Financial Services, Inc. Experience October 1986 - Present
Job Franchise Owner, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
5th Street Bar & Grill, LLC December 2012 - Present
Ameriprise Financial Services, Inc. October 1986 - Present
Home State Bank, Erie, KS June 1976 - October 1986
Education
Kansas State University 1973 — 1976
B.S., Finance-Cum Laude
Neosho County Community College 1972 — 1973
N/A, General
5th Street Bar & Grill, LLC December 2012 - Present
Ameriprise Financial Services, Inc. October 1986 - Present
Home State Bank, Erie, KS June 1976 - October 1986
Education
Kansas State University 1973 — 1976
B.S., Finance-Cum Laude
Neosho County Community College 1972 — 1973
N/A, General
Kimberly Greenwood's Ameriprise Financial Services, Inc. Experience May 2007 - December 2007
Job Financial Institution Specialist at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation February 2014 - Present
City of Jacksonville February 2013 - February 2014
City of Jacksonville October 2012 - February 2013
Jacksonville Public Library December 2008 - September 2012
US Navy November 1990 - September 2012
Waddell & Reed September 2008 - December 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
FedEx Ground July 2004 - April 2007
FedEx Ground June 2002 - July 2004
Raytheon Missile Systems October 2000 - June 2002
Skills
Access, Attention To Detail, Process Improvement, Six Sigma, Operations Management, Inventory Management, Logistics, Analysis, Security Clearance, Logistics Management, Transportation, Leadership, DoD, Data Analysis, Aviation, Quality Control, Microsoft Excel, Microsoft Word, Management, Program Management, Government
Education
Jacksonville University 2010 — 2012
Executive Master of Business Administration, Leadership Development
The University of Texas at Arlington - College of Business Administration 1995 — 1998
Bachelor of Business Administration, Finance
Federal Deposit Insurance Corporation February 2014 - Present
City of Jacksonville February 2013 - February 2014
City of Jacksonville October 2012 - February 2013
Jacksonville Public Library December 2008 - September 2012
US Navy November 1990 - September 2012
Waddell & Reed September 2008 - December 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
FedEx Ground July 2004 - April 2007
FedEx Ground June 2002 - July 2004
Raytheon Missile Systems October 2000 - June 2002
Skills
Access, Attention To Detail, Process Improvement, Six Sigma, Operations Management, Inventory Management, Logistics, Analysis, Security Clearance, Logistics Management, Transportation, Leadership, DoD, Data Analysis, Aviation, Quality Control, Microsoft Excel, Microsoft Word, Management, Program Management, Government
Education
Jacksonville University 2010 — 2012
Executive Master of Business Administration, Leadership Development
The University of Texas at Arlington - College of Business Administration 1995 — 1998
Bachelor of Business Administration, Finance
Mark Brannigan, CRPC's Ameriprise Financial Services, Inc. Experience 2002 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2002 - Present
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance
Ameriprise Financial Services, Inc. 2002 - Present
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance
Srinivas Rangu's Ameriprise Financial Services, Inc. Experience 2007 - 2012
Job Tech Lead
Industry Information Technology and Services
Experience
Nationwide Insurance October 2014 - Present
JPMorgan Chase & Co. February 2012 - October 2014
Cognizant Technology Solutions 2007 - September 2014
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
Technical Project..., .NET, PL/SQL, Microsoft SQL Server, Application Packaging, MSBI, VBA, SSIS, DB2, Oracle, SDLC, SQL, VBScript, SSRS, Software Project..., Requirements Analysis, Business Analysis, SSIS/SSRS, Oracle PL/SQL..., PowerPivot
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Sri Sathya Sai Vidya Vihar 1991 — 2001
Academic 10th
Nationwide Insurance October 2014 - Present
JPMorgan Chase & Co. February 2012 - October 2014
Cognizant Technology Solutions 2007 - September 2014
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
Technical Project..., .NET, PL/SQL, Microsoft SQL Server, Application Packaging, MSBI, VBA, SSIS, DB2, Oracle, SDLC, SQL, VBScript, SSRS, Software Project..., Requirements Analysis, Business Analysis, SSIS/SSRS, Oracle PL/SQL..., PowerPivot
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Sri Sathya Sai Vidya Vihar 1991 — 2001
Academic 10th
Eddie Gerlach's Ameriprise Financial Services, Inc. Experience October 2002 - November 2003
Job Entry Level Java Developer
Industry Information Technology and Services
Experience
4 Consulting Inc. October 2014 - February 2015
Landstar November 2007 - September 2014
SunTrust Investment Services, Inc. August 2006 - November 2007
Morgan Stanley Investment Management March 2005 - July 2006
Ameriprise Financial Services, Inc. October 2002 - November 2003
Compass Financial April 2001 - April 2002
Skills
Customer Service, Transportation, Sales Management, Freight Forwarding, Logistics, Operations Management, Inventory Management, Budgets, Inventory Control, Transportation..., Account Management, 3PL, Warehousing, Supply Chain, Management, Negotiation, Fleet Management, Air Freight, Truckload, Customer Satisfaction, International Logistics, Sales, Team Building, LTL, New Business Development, Trucking, Logistics Management, Purchasing, Sales Operations, Supply Chain Management, Distribution Center..., Freight, Shipping, Pricing, Contract Negotiation, Dispatching, Container, Truck, Export, Flatbed, P&L Management, Java
Education
Kansas State University 1987 — 1987
N/A, Computer Science, B
Northwest Senior High School 1980 — 1982
Graduate, College Preparatory, 3.25 GPA
4 Consulting Inc. October 2014 - February 2015
Landstar November 2007 - September 2014
SunTrust Investment Services, Inc. August 2006 - November 2007
Morgan Stanley Investment Management March 2005 - July 2006
Ameriprise Financial Services, Inc. October 2002 - November 2003
Compass Financial April 2001 - April 2002
Skills
Customer Service, Transportation, Sales Management, Freight Forwarding, Logistics, Operations Management, Inventory Management, Budgets, Inventory Control, Transportation..., Account Management, 3PL, Warehousing, Supply Chain, Management, Negotiation, Fleet Management, Air Freight, Truckload, Customer Satisfaction, International Logistics, Sales, Team Building, LTL, New Business Development, Trucking, Logistics Management, Purchasing, Sales Operations, Supply Chain Management, Distribution Center..., Freight, Shipping, Pricing, Contract Negotiation, Dispatching, Container, Truck, Export, Flatbed, P&L Management, Java
Education
Kansas State University 1987 — 1987
N/A, Computer Science, B
Northwest Senior High School 1980 — 1982
Graduate, College Preparatory, 3.25 GPA
Holly Hovsepian's Ameriprise Financial Services, Inc. Experience October 2007 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Aon-Hewitt November 2012 - August 2013
TIAA-CREF August 2012 - November 2012
Merrill Edge (Online Trading Division of Merrill Lynch - A Bank of America Subsidiary) October 2008 - June 2012
Ameriprise Financial Services, Inc. October 2007 - August 2008
TIAA-CREF November 2004 - June 2007
Wachovia February 2002 - November 2004
Bank of America December 2001 - December 2002
Morgan Stanley January 2000 - October 2001
Morgan Stanley January 1996 - January 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Finance, Financial Services, Banking, Retirement, Financial Advisory, Management, Retail Banking, Bonds, Human Resources, Financial Planners, FINRA, Trading, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Auditing
Education
John F. Kennedy University
Master of Business Administration (M.B.A.), Organizational Leadership
St. Mary's College of California
Paralegal Certificate, Corporate, Tax Law
Whittier College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Aon-Hewitt November 2012 - August 2013
TIAA-CREF August 2012 - November 2012
Merrill Edge (Online Trading Division of Merrill Lynch - A Bank of America Subsidiary) October 2008 - June 2012
Ameriprise Financial Services, Inc. October 2007 - August 2008
TIAA-CREF November 2004 - June 2007
Wachovia February 2002 - November 2004
Bank of America December 2001 - December 2002
Morgan Stanley January 2000 - October 2001
Morgan Stanley January 1996 - January 2000
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Finance, Financial Services, Banking, Retirement, Financial Advisory, Management, Retail Banking, Bonds, Human Resources, Financial Planners, FINRA, Trading, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Auditing
Education
John F. Kennedy University
Master of Business Administration (M.B.A.), Organizational Leadership
St. Mary's College of California
Paralegal Certificate, Corporate, Tax Law
Whittier College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Antonio Salgado's Ameriprise Financial Services, Inc. Experience October 2010 - October 2013
Job Desktop Engineer at BJ'S Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club October 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - October 2013
Bank of America 2005 - 2010
CVS Caremark Corporation 2005 - 2006
Johnson & Wales University 2001 - 2005
Skills
Technical Support, Help Desk Support, Troubleshooting, Windows 7, Vendor Management, Software Documentation, Visio, XP, Access, Active Directory, Software Installation, Windows, System Administration, Computer Hardware, Customer Service, Windows Server, Time Management, Operating Systems, VPN, Lotus Notes, Network Administration, Project Management, SCCM, Altiris Deployment..., Business Continuity..., Software Packaging, Mac OS, IT Management, Networking, VMware, Windows XP, Microsoft Exchange, SharePoint
Education
Bryant University Executive Development Center 2012 — 2012
Certificate in Project Management, Certificate of IEP Completion Program
Johnson and Wales University 2000 — 2005
Bachelor's degree, Accounting
BJ's Wholesale Club October 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - October 2013
Bank of America 2005 - 2010
CVS Caremark Corporation 2005 - 2006
Johnson & Wales University 2001 - 2005
Skills
Technical Support, Help Desk Support, Troubleshooting, Windows 7, Vendor Management, Software Documentation, Visio, XP, Access, Active Directory, Software Installation, Windows, System Administration, Computer Hardware, Customer Service, Windows Server, Time Management, Operating Systems, VPN, Lotus Notes, Network Administration, Project Management, SCCM, Altiris Deployment..., Business Continuity..., Software Packaging, Mac OS, IT Management, Networking, VMware, Windows XP, Microsoft Exchange, SharePoint
Education
Bryant University Executive Development Center 2012 — 2012
Certificate in Project Management, Certificate of IEP Completion Program
Johnson and Wales University 2000 — 2005
Bachelor's degree, Accounting
Katie Angelino's Ameriprise Financial Services, Inc. Experience January 2006 - August 2009
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2012 - Present
Chase Investment Services August 2009 - July 2012
Ameriprise Financial Services, Inc. January 2006 - August 2009
Skills
Series 7, Investments, Asset Management, Series 4, Series 24, Series 53, Series 66, Sales Management, Investment Advisory, Series 63, Equities, Financial Advisory, Uniform Combined State..., Portfolio Management, Series 65, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Wealth Management
Education
Kansas State University 1998 — 2000
Master's degree, Cultural Studies/Critical Theory and Analysis
Kansas State University 1995 — 1998
Bachelor's degree, English Language and Literature, General
TD Ameritrade July 2012 - Present
Chase Investment Services August 2009 - July 2012
Ameriprise Financial Services, Inc. January 2006 - August 2009
Skills
Series 7, Investments, Asset Management, Series 4, Series 24, Series 53, Series 66, Sales Management, Investment Advisory, Series 63, Equities, Financial Advisory, Uniform Combined State..., Portfolio Management, Series 65, Asset Allocation, Mutual Funds, Retirement Planning, FINRA, Wealth Management
Education
Kansas State University 1998 — 2000
Master's degree, Cultural Studies/Critical Theory and Analysis
Kansas State University 1995 — 1998
Bachelor's degree, English Language and Literature, General
Sam Goodstein's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Camp Riverbend 2010 - 2013
Education
James Madison University 2012 — 2013
Summit High School 2009 — 2012
Ameriprise Financial Services, Inc. June 2013 - Present
Camp Riverbend 2010 - 2013
Education
James Madison University 2012 — 2013
Summit High School 2009 — 2012
Nagesh G's Ameriprise Financial Services, Inc. Experience June 2007 - March 2008
Job Test Manager at VHA Inc.
Industry Retail
Experience
VHA Inc. July 2014 - Present
The Home Depot September 2013 - June 2014
jcpenney June 2010 - September 2013
Targetbase October 2009 - June 2010
jcpenney March 2008 - October 2009
Ameriprise Financial Services, Inc. June 2007 - March 2008
OMNI Leadership Exchange February 2007 - June 2007
Commerce Insurance October 2006 - February 2007
blue cross and blue shield of florida April 2002 - October 2006
Skills
Agile Methodologies, APIs, SoapUI, iTKO LISA, Poster API, POSTMAN API, Splunk, Quality Assurance, Quality Center, quality center admin, Microsoft SQL Server, Business Objects, Informatica, BODS, SAP Data Services, XML Schema, XML Spy, Toad, Apex SQL edit, AND UNIX..., SDLC, HP Quality Center, User Acceptance Testing, Integration, Management
Education
Texas A&M International University 2000 — 2002
Master of Science (MS), Management Information Systems, General
Kakatiya University 1998 — 2000
Master of Business Administration (MBA), Marketing
Osmania University 1994 — 1998
Bachelor's degree, Bachelors
VHA Inc. July 2014 - Present
The Home Depot September 2013 - June 2014
jcpenney June 2010 - September 2013
Targetbase October 2009 - June 2010
jcpenney March 2008 - October 2009
Ameriprise Financial Services, Inc. June 2007 - March 2008
OMNI Leadership Exchange February 2007 - June 2007
Commerce Insurance October 2006 - February 2007
blue cross and blue shield of florida April 2002 - October 2006
Skills
Agile Methodologies, APIs, SoapUI, iTKO LISA, Poster API, POSTMAN API, Splunk, Quality Assurance, Quality Center, quality center admin, Microsoft SQL Server, Business Objects, Informatica, BODS, SAP Data Services, XML Schema, XML Spy, Toad, Apex SQL edit, AND UNIX..., SDLC, HP Quality Center, User Acceptance Testing, Integration, Management
Education
Texas A&M International University 2000 — 2002
Master of Science (MS), Management Information Systems, General
Kakatiya University 1998 — 2000
Master of Business Administration (MBA), Marketing
Osmania University 1994 — 1998
Bachelor's degree, Bachelors
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Citibank