Ameriprise Financial Services, Inc.

Industry: Financial services company

Description

Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,

Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ameriprise Financial Services, Inc. Employees

Employee
Years
Job
Industry
Libby Fogg Libby Fogg Houston, Texas Details
Libby Fogg's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Paraplanner at Begay & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Next Financial  October 2012 - March 2013
TIAA-CREF  July 2012 - August 2012
Wells Fargo  November 2010 - December 2010
Wachovia, A Wells Fargo Company  February 2007 - September 2010
Wachovia  February 2004 - February 2007
Wachovia  September 2002 - February 2004
Van Kampen Investments (within VK Trust Company)   February 2000 - July 2002
Van Kampen Funds  July 1998 - January 2000
Bank One  January 1997 - January 1998

Education
Keller Graduate School of Management of DeVry University   2000 — 2004
MBA, Taxation & Accountancy

University of Houston   1991 — 1996
Bachelor of Arts, Psychology

Schreiner University   1990 — 1991
English

Aransas Pass High School   1986 — 1990
High School

Nancy S. Buerger, CFP®, MBA Nancy S. Buerger, CFP®, MBA Greater Chicago Area Details
Nancy S. Buerger, CFP®, MBA's Ameriprise Financial Services, Inc. Experience September 1995 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 1995 - Present
Advocate Health Care  1978 - 1995

Education
Keller Graduate School of Management of DeVry University   1991 — 1994
MBA, Business

University of Illinois at Chicago   1977 — 1980
Bachelor of Science, Nursing

Betty (Cadena) Gonzalez Betty (Cadena) Gonzalez Dallas/Fort Worth Area Details
Betty (Cadena) Gonzalez's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Southwest Securities  August 2009 - June 2012
Morgan Stanley Smith Barney  November 2007 - August 2009
Raymond James  July 2005 - November 2007
Morgan Stanley Smith Barney  May 1998 - July 2005

Skills
Series 7, Series 63, FINRA, Series 65, Mutual Funds, Retirement Income..., Annuities, Asset Allocation, Securities, Trading, Financial Services

Education
Kaplan University   2014 — 2015
Financial Planning Education Program

The University of Texas-Pan American   1988 — 1994
Bachelor’s Degree, Computer Information Systems

David Feldstein David Feldstein Middletown, Ohio Details
David Feldstein's Ameriprise Financial Services, Inc. Experience January 1982 - December 2009
Job Certified Financial Planner (retired), historian & photographer
Industry Financial Services
Experience
Ameriprise Financial Services  November 1982 - December 2009
Ameriprise Financial Services, Inc.   January 1982 - December 2009
University of Toledo  1977 - 1981

Skills
Portfolio Management, US history 1850-1950, Public Speaking, Finance, Microsoft Excel, Customer Service, Analysis, Microsoft Office, Strategic Financial..., Insurance, Leadership, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Series 7, Retirement, Asset Allocation, Series 63, Event Photography, Team Building, Community Outreach, Teaching, Nonprofits

Education
University of Toledo   1975 — 1981
Ph.D. candidate, University Administration

Kent State University   1965 — 1973
Bachelor of Science in Education, Masters of Education, English/Language Arts Teacher Education, Student Personnel Services

Doug Everett, CFP® Doug Everett, CFP® Portland, Oregon Area Details
Doug Everett, CFP®'s Ameriprise Financial Services, Inc. Experience December 1984 - July 1999
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING Financial Partners  2008 - August 2014
Children's Cancer Association  March 2012 - March 2013
AXA Advisors  July 1999 - June 2008
Ameriprise Financial Services, Inc.   December 1984 - July 1999

Skills
Retirement Planning

Education
Kent State University   1977 — 1981
B.B.A., Marketing and Business Management

Lisbon David Anderson   1973 — 1977

Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC Greater Philadelphia Area Details
Ryan D. Murray, CFS®, CRPC®, CAS©, CLTC's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   2008 - Present
Ameriprise Financial Services, Inc.   2002 - 2008
American Express Financial Advisors  2000 - 2002
American Express Financial Advisors  1997 - 2000
American Express Financial Advisors  1995 - 1997

Education
La Salle University   1990 — 1994
B.S., Finance and Risk Management

CAS, Institute of Business & Finance, San Diego, CA

CFS, Institute of Business & Finance, San Diego, CA

CLTC, Corporation for Long Term Care, Newton, PA

CRPC, College for Financial Planning, Greenwood Village, CO

Vicki Soyars Vicki Soyars Virginia Beach, Virginia Details
Vicki Soyars's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Ameriprise Financial Services, Inc.   April 2013 - April 2014
Morgan Stanley Smith Barney  September 1991 - April 2013

Education
Strayer University (VA)   2011 — 2015
Bachelor of Business Administration (BBA), Finance/Economics, 4.0

Kent State University at Ashtabula   1987 — 1989
Business/Accounting

Richard E White Richard E White Greater Minneapolis-St. Paul Area Details
Richard E White's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Senior Manager Risk Mitigation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   May 2010 - January 2014
AXA Advisors  July 2007 - May 2010
AIG Retirement Services  November 2003 - July 2007
Larson Allen Financial, LLC   November 2002 - November 2003
ING Advisors Network  September 2000 - October 2002
Prudential Insurance  March 1997 - September 2000

Skills
Compliance, Operations Management, Leadership, Sales Operations, Management, Risk Management, Securities, Cross-functional Team..., Team Leadership, Insurance, Recruiting, Mutual Funds, Marketing, Project Management, Strategy

Education
Keller Graduate School of Management of DeVry University
MBA, Finance

University of Michigan   1989 — 1993
BA, Political Science

South high School   1985 — 1989

Jeannine (Kaiser) Edmonds, CFP® Jeannine (Kaiser) Edmonds, CFP® Overland Park, Kansas Details
Jeannine (Kaiser) Edmonds, CFP®'s Ameriprise Financial Services, Inc. Experience February 2005 - July 2013
Job Financial Advisor at McInnes Wealth Management, LLC
Industry Financial Services
Experience
McInnes Wealth Management, LLC   July 2013 - Present
Ameriprise Financial Services, Inc.   February 2005 - July 2013
The Pampered Chef  1997 - 2005
Leavenworth USD453  1994 - 2002

Skills
Certified Financial..., Strategic Financial..., Retirement Planning, Mutual Funds, Retirement, Finance, Investment Strategies, Insurance, Financial Planners, Social Security, Investments, Strategic Planning, Wealth Management, Financial Advisory, Saving for Education, College Savings Plans, 401k, 401k Rollovers, IRAs, Asset Allocation, Life Insurance, Estate Planning, Investment Advisory, Wealth Accumulation, Personal Financial..., Comprehensive Planning, 529 Plans, Roth IRA, Simple IRA, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Employee Benefits, Portfolio Management, Asset Management, Risk Management, Securities, Wealth, Wealth Preservation..., Financial Goals, Protection..., Wealth Management..., Variable Annuities, Financial Services, Small Business, Retirement Savings, Series 66, Series 7

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Business Administration

University of Saint Mary   1985 — 1989
Bachelor's Degree, Accounting & Business Administration

Immaculata High School   1981 — 1985
High School

Heidi Duckworth Heidi Duckworth Lancaster, Pennsylvania Area Details
Heidi Duckworth's Ameriprise Financial Services, Inc. Experience September 2000 - November 2002
Job Financial Consultant Field Consulting Group
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
Wells Fargo Advisors  May 2013 - August 2014
Lancaster PA Pride   January 2012 - November 2013
RBC Wealth Management  August 2009 - May 2013
Central Pennsylvania Gay and Lesbian Chamber of Commerce   May 2011 - December 2012
Wells Fargo Advisors  November 2002 - August 2009
Ameriprise Financial Services, Inc.   September 2000 - November 2002

Skills
Investments, Retirement Planning, Finance, Insurance, Financial Services, Disability Insurance, Leadership, Retirement, 401k Rollovers, Asset Allocation, Fixed Annuities, Life Insurance, Succession Planning, Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Plan..., Retirement Savings, Securities, Mutual Funds, Bonds, Variable Annuities, Stocks, Tax-advantaged..., Wealth Preservation..., Business Owner Planning, Deferred Compensation, Financial Analysis, Risk Management, Strategic Planning, Long Term Care Planning

Education
Kutztown University of Pennsylvania   1992 — 1996
Bachelor, Mathematics Education

Hempfield High School   1988 — 1992

Brian Smith, MBA Brian Smith, MBA Cleveland, Ohio Details
Brian Smith, MBA's Ameriprise Financial Services, Inc. Experience February 2006 - December 2010
Job Financial Analyst at the Federal Reserve Bank of Cleveland
Industry Banking
Experience
Federal Reserve Bank of Cleveland  August 2015 - Present
KeyBank  March 2013 - August 2015
Kent State University  January 2011 - May 2012
Ameriprise Financial Services, Inc.   February 2006 - December 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Naviplan, FASware, Quicken, Global Plus, Cognos

Education
Kent State University   2010 — 2012
Master of Business Administration (MBA), Finance concentration, 3.74

The University of Akron   2001 — 2006
Bachelor of Business Administration (BBA), Finance, General, 3.24

Hoover High School

Kamal Ahmad Kamal Ahmad Greater Atlanta Area Details
Kamal Ahmad's Ameriprise Financial Services, Inc. Experience September 2014 - December 2014
Job Finance Major Michael J. Coles College of Business
Industry Financial Services
Experience
Kennesaw State University Student Managed Investment Fund, LLC  August 2014 - May 2015
Ameriprise Financial Services, Inc.   September 2014 - December 2014
Cobb County Schools  March 2009 - May 2010

Skills
Customer Service, New Business Development, Time Management, Leadership, Team Leadership, Microsoft Office, Team Building, Entrepreneurship, Budgets, Forecasting, Negotiation, Financial Analysis, Restaurant Management, Retail, Market Research, Financial Markets, Public Speaking, Microsoft Word

Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (B.B.A.), Finance and Management

Georgia Perimeter College
Associate's Degree, Business Administration/General Ed. Courses

Megan Dye Megan Dye Canton, Ohio Details
Megan Dye's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Paraplanner For Scott B. Horning, Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present

Skills
Investments

Education
Kent State University   2004 — 2010
Bachelor of Fine Arts (B.F.A.), Design and Visual Communications, General

Vuoch Tan Minnich, ChFC Vuoch Tan Minnich, ChFC Indianapolis, Indiana Area Details
Vuoch Tan Minnich, ChFC's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
Kenyon College   1993 — 1997

The American College

Brian N. Foster, CFP® Brian N. Foster, CFP® San Francisco Bay Area Details
Brian N. Foster, CFP®'s Ameriprise Financial Services, Inc. Experience February 2010 - November 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2012 - Present
Ameriprise Financial Services, Inc.   February 2010 - November 2012
Ameriprise Financial Services, Inc.   June 2009 - November 2012
Ameriprise Financial Services, Inc.   May 2005 - November 2012
Ameriprise Financial Services, Inc.   February 2008 - June 2009

Skills
Retirement Planning, Investments, Insurance, Finance, Education Funding, Equities

Education
Kaplan University   2010 — 2011
CFP, Financial Planning Education Program

Loyola Marymount University, College of Business Administration   2001 — 2005

Universidad de Salamanca   2003 — 2003
AIFS Study Abroad Program

Jeffrey McDaniels Jeffrey McDaniels Cleveland/Akron, Ohio Area Details
Jeffrey McDaniels'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

Education
Kent State University - Graduate School of Management   1985 — 1986
M.B.A., Finance and Management

University of Dayton   1975 — 1979
B.S., Accounting

William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP Greater Philadelphia Area Details
William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   1999 - Present
Ameriprise Financial Advisors  1995 - Present
Ameriprise Financial Services, Inc.   1997 - 2000
Ameriprise Financial Services, Inc.   1995 - 1999

Education
La Salle University   1986 — 1989
B.S.B., Finance & Marketing

CFP® , Washington, DC

CLU® , American College, Bryn Mawr, PA

ChFC®, American College, Bryn Mawr, PA

Mary Benjamin-Feldhausen Mary Benjamin-Feldhausen Marysville, Kansas Details
Mary Benjamin-Feldhausen's Ameriprise Financial Services, Inc. Experience 2008 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
First Commerce Bank  October 2013 - Present
American Century Investments  2008 - 2013
Ameriprise Financial Services, Inc.   2008 - 2008
The Bennington State Bank  2006 - 2007
Advantage Trust Company   2005 - 2006
The Bennington State Bank  1998 - 2005

Skills
Accounting, Customer Service, Finance, Financial Services, Insurance, Investments, Mutual Funds

Education
Kansas Wesleyan University   2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Accounting

Salina High School South   1997 — 2001

Gregory W Ware, CFP®, CRPC® Gregory W Ware, CFP®, CRPC® San Francisco Bay Area Details
Gregory W Ware, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present

Education
University of Massachusetts at Lowell   1999 — 2002
BA

Kaplan University   2011 — 2012
Financial Planning Education Program

Tom Storrie, MBA, CFP® Tom Storrie, MBA, CFP® Chapel Hill, North Carolina Details
Tom Storrie, MBA, CFP®'s Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Financial Advisor and Franchise Owner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present
SFSG   1996 - 1998
Argo-Tech  1990 - 1994
Banc One Corporation  1987 - 1990

Education
UNC Greensboro   1994 — 1996
Master of Business Administration (MBA), Operations and Strategic Management

Kent State University   1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Darin Hasson Darin Hasson Youngstown, Ohio Details
Darin Hasson's Ameriprise Financial Services, Inc. Experience June 1999 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1999 - Present

Education
Kent State University   1994 — 1997
Business Management

David E. Riggs II, CFP®, ChFC®, CRPC®, MS David E. Riggs II, CFP®, ChFC®, CRPC®, MS Houston, Texas Area Details
David E. Riggs II, CFP®, ChFC®, CRPC®, MS's Ameriprise Financial Services, Inc. Experience 1998 - Present
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1998 - Present

Education
Kaplan University   2012 — 2013
M.S.-Finance, Finance and Financial Management Services

Rice University   2003 — 2004
Certfied Financial Planner

Texas State University-San Marcos   1992 — 1997
Business, Finance

Paul LaBanc CFP, CRPC, AAMS, AWMA Paul LaBanc CFP, CRPC, AAMS, AWMA Independence, Ohio Details
Paul LaBanc CFP, CRPC, AAMS, AWMA's Ameriprise Financial Services, Inc. Experience 1992 - Present
Job Private Wealth Advisor LaBanc and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1992 - Present

Education
Kent State University   1989 — 1992
Bachelors, Finance, Real Estate

CFP® Board

College for Financial Planning

College for Financial Planning

College for Financial Planning

Valley Forge High School

Marc Burt, MBA Marc Burt, MBA Greater Boston Area Details
Marc Burt, MBA's Ameriprise Financial Services, Inc. Experience August 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2014 - Present
United States Department of Defense  June 2011 - August 2014
Ropurt LLC   October 2011 - December 2012
Monadnock Family Services  March 2010 - June 2011

Education
University of Rhode Island   2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8

Keene State College   2005 — 2008
Bachelor's degree, Clinical Psychology, 3.55

Shonn Rutledge Shonn Rutledge Tampa/St. Petersburg, Florida Area Details
Shonn Rutledge's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Girls Got Game Wear   2004 - Present
Eagle Asset Management  February 2008 - August 2010
Columbia Management  April 2004 - April 2007
UBS  January 1999 - April 2004
A. G. Edwards & Sons   January 1995 - January 1999

Education
Kilgore College

Longview High School

Kyle Luthy, CRPC® Kyle Luthy, CRPC® Chattanooga, Tennessee Area Details
Kyle Luthy, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2009 - Present
UBS  2004 - 2009
Charles Schwab  1999 - 2004

Education
Kennesaw State University   1981 — 1985
Bachelor of Business Administration (BBA), Economics & Finance

Shawn Zambarda Shawn Zambarda Green Bay, Wisconsin Area Details
Shawn Zambarda's Ameriprise Financial Services, Inc. Experience January 2003 - July 2006
Job General Manager at Titletown Brewing Company
Industry Food & Beverages
Experience
Titletown Brewing Company  August 2010 - Present
Titletown Brewing Company  January 2007 - August 2010
Ameriprise Financial Services, Inc.   January 2003 - July 2006
Whistling Swan Inn & Restaurant   April 2003 - October 2003

Skills
Microsoft Office, Fluent in Spanish, Payroll Processing, Management, Microsoft Word, Sales, Process Improvement, Customer Service, Payroll, PowerPoint, Training, Budgets, Leadership, Nonprofits, Purchasing, Market Research, Inventory Management, Change Management, Retail, Team Leadership, Marketing, Event Planning, Marketing Strategy

Education
Kaplan University
IS Systems Management

University of Phoenix
Business Admin

Jonathan Rooker Jonathan Rooker College Park, Maryland Details
Jonathan Rooker's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Planning Assistant at Ameriprise Financial Services, Inc.
Industry Sports
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
University of Maryland  September 2013 - Present
Swim Instructor  March 2012 - Present
Adelphi Recreation   April 2014 - August 2014
City of Hillsboro  April 2008 - July 2013
Forest Grove Swim Club   May 2012 - August 2012
Rooker Pressure Washing   May 2004 - August 2007

Skills
Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Tumblr, Apple, PC, Safari, Firefox, Google Chrome, iPhone, Google Docs, Research, Lifeguarding, Cpr Certified, Swimming, Athletic Performance, Leadership, Peak Performance..., Swim Instruction, Swim Lessons, Team Leadership, CPR Certified, Microsoft Office, Public Speaking

Education
Kenyon College   2009 — 2013
Bachelor of Arts, Psychology

Forest Grove High School   2005 — 2009
High School Diploma

M. Sean Dugan, CFP, CRPC M. Sean Dugan, CFP, CRPC Battle Creek, Michigan Details
M. Sean Dugan, CFP, CRPC's Ameriprise Financial Services, Inc. Experience July 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2005 - Present
Pension Benefit Designers   1995 - 2005

Education
Ripon College   1984 — 1988
Bachelor of Arts (B.A.) in Economics, Economics, Political Science, History, German

The University of Bonn   1986 — 1987
History and Politics

Kellogg Community College   1983 — 1984

Andrew Langdon Andrew Langdon Greater Atlanta Area Details
Andrew Langdon's Ameriprise Financial Services, Inc. Experience 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2014 - Present
United States Marine Corps, Reserves  June 2010 - Present
Atlanta Area Council Boy Scouts of America  2013 - 2014
Kennesaw State University  2011 - 2013
The University of West Georgia  2009 - 2010

Education
The University of Georgia   2005 — 2009
Bachelor of Science (B.S.), Sport Management

Kennesaw State University   2011 — 2013
Master of Business Administration, Finance

University of Georgia - Terry College of Business   2015 — 2016
Certificate in Financial Planning

Janice Ceasar Janice Ceasar Houston, Texas Details
Janice Ceasar's Ameriprise Financial Services, Inc. Experience March 2007 - May 2010
Job Administrative / Facility Manager at Siemens Wind Power
Industry Renewables & Environment
Experience
Siemens Wind Power  April 2014 - Present
Siemens Wind Power  February 2010 - April 2014
Ameriprise Financial Services, Inc.   March 2007 - May 2010
Tuesday Morning  August 2003 - November 2006

Skills
Microsoft Office, PowerPoint, Project Management, Renewable Energy, Budgets, Customer Service, Wind, Analysis, Project Planning, Management, Process Improvement, Change Management, Administrative Work

Education
Kaplan University   2011 — 2013
Master of Science in Management, Project Management

Kaplan University   2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General, 3.87

Joseph Westlake Joseph Westlake Canton, Ohio Area Details
Joseph Westlake's Ameriprise Financial Services, Inc. Experience May 2014 - November 2014
Job Staff Auditor at Dollar Bank
Industry Banking
Experience
Dollar Bank, FSB  August 2015 - Present
Mike's Milann's Restaurant   July 2008 - Present
Ameriprise Financial Services, Inc.   May 2014 - November 2014
Shafer Roofing   May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word

Education
Kent State University   2011 — 2015
Bachelor's Degree, Finance

Louisville High School   2008 — 2011
High School

Stacy Alms-Alabed Stacy Alms-Alabed Austin, Texas Area Details
Stacy Alms-Alabed's Ameriprise Financial Services, Inc. Experience April 2007 - October 2007
Job Certified Public Accountant
Industry Accounting
Experience
Stacy Alms-Alabed, CPA   January 2014 - Present
CLEAResult Family of Companies  August 2012 - December 2013
Bjorge & Parker, PC   March 2010 - May 2012
OneWest Bank  June 2008 - March 2010
Ameriprise Financial Services, Inc.   April 2007 - October 2007
Al-Abed White Dove Dry Cleaning Corp.   May 1997 - September 2006
Fidelity Investments  September 1995 - September 1997
Fidelity Investments  February 1992 - September 1995

Skills
Accounting, Tax Preparation, Small Business, Business Tax Planning, Personal Tax Planning, Budgeting, QuickBooks, Bookkeeping, Personal Finance, Cash Management, Expense Reports, Financial Analysis, Analysis, Microsoft Office, Financial Accounting, Financial Reporting, Analytics, Annual Reports, Accounts Receivable, Accruals, Accounts Payable, Regulatory Reporting, Compliance, Account Reconciliation, General Ledger, Team Building, Microsoft Excel, Access, PeopleSoft

Education
Keller Graduate School of Management of DeVry University   2010 — 2011
Master, Accounting and Financial Management

Northeastern University   1986 — 1991
Bachelor of Science, Finance and Management

Lorene Fairbanks Lorene Fairbanks Youngstown, Ohio Area Details
Lorene Fairbanks's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Merrill Lynch  August 2006 - February 2012
Morgan Stanley Smith Barney  November 1998 - August 2006
Morgan Stanley Smith Barney  June 1993 - November 1998

Education
Youngstown State University   1989 — 1991
BSBA, Marketing/Marketing Management, General

Kent State University   1986 — 1989

Donna McCauley Donna McCauley Greater Atlanta Area Details
Donna McCauley's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Financial Advisor with Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Coca-Cola Enterprises  May 1978 - March 2011

Education
Kennesaw State University   1976 — 1982
BS, Accounting

Campbell High School   1970 — 1974

Beverly (Smith) Gandy Beverly (Smith) Gandy Greater Atlanta Area Details
Beverly (Smith) Gandy's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Advocate Wealth Management LLC   November 2007 - January 2014
Giddens Financial Services   February 2006 - November 2007
Smith Barney  1999 - 1999
Shearson Lehman Brothers  1989 - 1991

Skills
Series 7, Series 63, FINRA, Finance, Financial Services, Financial Planning, Insurance, Retirement Planning, Financial Analysis, Securities, Asset Allocation, Wealth Management, Retirement

Education
Kaplan University   2010 — 2011
Financial Planning, Certificate

Purdue University
BSIE, Operations Research

Carl J. Arrell, CFP® Carl J. Arrell, CFP® Minneapolis, Minnesota Details
Carl J. Arrell, CFP®'s Ameriprise Financial Services, Inc. Experience June 2005 - May 2008
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc.   January 2012 - Present
AIG Retirement Services  May 2008 - February 2012
Ameriprise Financial Services, Inc.   June 2005 - May 2008
American Express Financial Advisors  2004 - 2005
American Express Financial Advisors  2002 - 2004

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Asset Management, Estate Planning, Retirement, Financial Services, Asset Allocation, Wealth, Financial Planners, Finance, Wealth Management..., Life Insurance, Small Business, Series 7, Investment Advisory, Mutual Funds, 401k, Series 63, Financial Planning, Investment Management, Personal Finance, Long-term Care, Insurance, Risk Management, Fixed Annuities, Investment Strategies, IRAs, Securities, Series 6, Uniform Combined State..., Personal Financial..., Wealth Accumulation, 401k Rollovers, Disability Insurance, Portfolio Management

Education
University of Minnesota - Carlson School of Management   1999 — 2004
BS, Finance & Political Science

CFA Institute
Chartered Financial Analyst, CFA Level III Candidate, Passed CFA Level I & II Exam (1st Attempts)

Kaplan University   2009 — 2010
Financial Planning Certificate, Financial Planning and Services

Park Center   1996 — 1999
Diploma

Jason Clemens, CFP®,CRPC® Jason Clemens, CFP®,CRPC® Canton, Ohio Details
Jason Clemens, CFP®,CRPC®'s Ameriprise Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor, Associate Vice President; An Ameriprise Platinum Financial Services® practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2003 - Present
Ameriprise Financial Services, Inc.   May 2006 - May 2009
Ameriprise Financial Services, Inc. (Ameican Express Financial Advisors)   October 2003 - May 2006

Education
Kent State University   1999 — 2003
Bachelor of Arts, Psychology

Keith Mistretta Keith Mistretta Greater Boston Area Details
Keith Mistretta's Ameriprise Financial Services, Inc. Experience May 2015 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2015 - Present
Ameriprise Financial Services, Inc.   March 2014 - May 2015
National Planning Corporation, Member FINRA/SIPC   January 2012 - December 2013
First Allied Securities, Member FINRA/SIPC   March 2011 - November 2011
Securities America, Inc. Member FINRA/SIPC   August 2006 - March 2011
Capital Analysts Incorporated Member FINRA/SIPC   October 2001 - July 2006

Skills
Financial Advisory, Series 7, Wealth Management, Finance, Financial Services, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Investments, Securities, Financial Planning

Education
Keene State College   1973 — 1977
Bachelor of Arts, Psychology

Manchester High School West   1969 — 1973

Mathysse Gómez-Bera Mathysse Gómez-Bera Woodbridge, New Jersey Details
Mathysse Gómez-Bera's Ameriprise Financial Services, Inc. Experience January 2010 - May 2011
Job Communication Media Major; Interior Design student
Industry Design
Experience
Porcelanosa  March 2015 - Present
Peloton Cycle  June 2014 - November 2014
Haute Living Magazine  January 2014 - May 2014
Saks Fifth Avenue  May 2012 - January 2014
Ameriprise Financial Services, Inc.   January 2010 - May 2011
BOBBY J SHOWROOM   May 2010 - September 2010
COURTYARD BY MARRIOTT  September 2007 - September 2009

Skills
Visual Merchandising, Merchandising, Retail Sales, Sales, Customer Service, Retail, Fashion, Apparel, Styling, Inventory Management, Store Operations, Window Displays, Merchandise Planning, Trend, Assortment, Luxury Goods, Graphic Design, Interior Design, Aesthetics, Marketing, Microsoft Office, Photoshop, Social Networking, Management, Leadership, Microsoft Word, Social Media, Sales Management, Advertising, New Business Development, Adobe Creative Suite, InDesign, PowerPoint, Creative Direction, Social Media Marketing, Time Management, Business Strategy, Brand Development, Team Building

Education
New York Institute of Art and Design   2014 — 2015
Certification, Interior Design

Kean University   2011 — 2014
Bachelor's Degree, Communications Media

Richmond, The American International University in London   2007 — 2009
BA pursuit, Communications: Media Studies

CCI Renaissance College Prep School, Lanciano, Italy   2004 — 2005
High School, High School/Secondary Diplomas and Certificates

Samantha Chidiac Samantha Chidiac Boston, Massachusetts Details
Samantha Chidiac's Ameriprise Financial Services, Inc. Experience June 2013 - January 2014
Job Risk Management Technician at Robert M. Currey & Associates
Industry Executive Office
Experience
Robert M. Currey & Associates   April 2015 - Present
Post Acute Medical, LLC  October 2014 - April 2015
Robert M. Currey & Associates   February 2014 - August 2014
Ameriprise Financial Services, Inc.   June 2013 - January 2014
Premier Caterers   2012 - January 2014
Arts Quest, Banana Factory   January 2013 - May 2013
Barak Inc.   June 2012 - August 2012
Drs. Kearns, Ashby, Rajchel, & Associates Children's Dentistry   2012 - 2012
Kutztown University  2010 - 2012
Cheryl Agulnick-Hochberg   August 2009 - May 2011

Skills
Microsoft Office, Macintosh Applications, Adobe Creative Suite, Corel Painter, Muse, Painting, Printmaking, Digital Art, Graphic Design, Art Gallery, Clerical Skills, Customer Service, Organizational..., Event Planning, Social Media, Office Management

Education
Kutztown University of Pennsylvania   2009 — 2013
Bachelor of Fine Arts (B.F.A.), Digital Arts

Kutztown University of Pennsylvania   2009 — 2013
Minor, Art History

Zach Greenlee Zach Greenlee Baldwin City, Kansas Details
Zach Greenlee's Ameriprise Financial Services, Inc. Experience March 2013 - July 2013
Job Managing Member Sandstone Research & Development, LLC
Industry Oil & Energy
Experience
Sandstone Research & Development   February 2011 - Present
Ameriprise Financial Services, Inc.   March 2013 - July 2013
Independent contractor  May 2010 - February 2011

Skills
Due Diligence, Mineral Rights, Title Opinions, Titles, Contract Negotiation, Acquisitions, Title Searches, Joint Ventures, Negotiation, Lease Negotiations, Oil & Gas Law, Oil & Gas Exploration, Divestitures, Onshore, Ownership, Mergers & Acquisitions, Division Orders, Project Management, Real Estate, Mergers, Crew Chief, Title Analyst, Lease Analyst

Education
Kansas State University   2001 — 2005
Secondary Education and Teaching

Hamida Muhammad Hamida Muhammad Saint Paul, Minnesota Details
Hamida Muhammad's Ameriprise Financial Services, Inc. Experience May 2006 - October 2011
Job Financial & Insurance Industry
Industry Financial Services
Experience
Securian Financial Group  November 2012 - December 2012
Smiths Medical  March 2012 - June 2012
Woodmen of the World  November 2011 - February 2012
Ameriprise Financial Services, Inc.   May 2006 - October 2011
Four Point Sheraton   March 2002 - October 2005

Skills
Financial Reporting, Insurance, REIT, Fund Of Funds, Managed Futures, Customer Service, Senior Services, Administrative..., Accounts Receivable

Education
Kaplan University-Davenport Campus   2012 — 2014
Associate's degree, Business Administration

High School for Recording Arts   2001 — 2003
Diploma, General Education

Alan Zevin Alan Zevin Greater New York City Area Details
Alan Zevin's Ameriprise Financial Services, Inc. Experience December 1980 - Present
Job Financial AdvisorCFP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1980 - Present

Education
Kean University   1974 — 1978
BSW, Social Work

Rutgers University-New Brunswick   1970 — 1973

Union High school

Scott McMillen, CRPC®, LUTCF Scott McMillen, CRPC®, LUTCF Overland Park, Kansas Details
Scott McMillen, CRPC®, LUTCF's Ameriprise Financial Services, Inc. Experience October 2006 - Present
Job Financial Advisor at Ameriprise Financial, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2006 - Present
H&R Block Financial Advisors  December 2001 - October 2006
Merrill Lynch  June 2000 - November 2001
Allstate  February 1989 - June 2000
Sears Consumer Finance   July 1986 - January 1989
Household Finance  June 1984 - June 1986

Education
Kansas State University   1980 — 1984
Bachelor of Science, Finance

Shawnee Mission Northwest HS   1977 — 1980

Mellissa Linnhoff Mellissa Linnhoff Boca Raton, Florida Details
Mellissa Linnhoff's Ameriprise Financial Services, Inc. Experience March 2014 - February 2015
Job Registered Service Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   March 2014 - February 2015
Morgan Stanley  June 2012 - February 2014
Cebert Wealth Management Group   April 2007 - June 2012
Raymond James Financial, Inc.   August 2006 - April 2007
LPL Financial  May 2005 - September 2006
South Trust Securities Inc   August 1998 - April 2005
Raymond James Financial, Inc.   June 1993 - August 1998

Education
National Education Center - Bauder College   1985 — 1987
Associate of Arts (AA), Fashion Merchandising

Lakeview High School   1980 — 1985
High School Diploma

Meghan Plys Meghan Plys Cleveland/Akron, Ohio Area Details
Meghan Plys's Ameriprise Financial Services, Inc. Experience January 2007 - May 2012
Job Marketing Director at Century HarleyDavidson & Doc Holliday HarleyDavidson
Industry Marketing and Advertising
Experience
Century Harley-Davidson  June 2014 - Present
Century Harley-Davidson  March 2012 - May 2014
Ameriprise Financial Services, Inc.   January 2007 - May 2012

Skills
Social Media Marketing, Press Releases, Email Marketing, Media Planning, Time Management, Online Marketing, Marketing Event Planning, Marketing Research, Marketing Communications, Business Planning, Microsoft Office, Photoshop, Web Applications, Direct Marketing, Digital Marketing, Organization, Online Advertising, Customer Service, Leadership, Multi Tasking, Management, Marketing Strategy, Google Analytics, Event Management, Advertising, Event Planning, Fundraising, Strategic Planning, Facebook, Social Networking, YouTube

Education
Kent State University   2009 — 2013
Bachelor's degree, Marketing

Brittany Alexis Brittany Alexis Scranton, Pennsylvania Area Details
Brittany Alexis's Ameriprise Financial Services, Inc. Experience January 2009 - June 2010
Job IT Systems Analyst in IS Application Development at TMG Health INC.
Industry Information Technology and Services
Experience
TMG Health  September 2013 - Present
TMG Health  May 2011 - September 2013
Party City  August 2005 - September 2011
King's College  September 2010 - May 2011
Ameriprise Financial Services, Inc.   January 2009 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Access, PowerPoint, Outlook, Financial Analysis, Financial Reporting, Ad Hoc Reporting, Statistical Reporting, Data Analysis, Corporate Finance, User Acceptance Testing, Testing, Accounting, Investments, Process Improvement, Customer Service, Time Management, Leadership, Communication, HIPAA, Analysis, Business Analysis, Healthcare, Finance, Databases, Medicaid, Systems Analysis, Change Management

Education
King's College   2007 — 2011
Bachelor of Science (B.S.), Finance, 3.85

Eric Lun Eric Lun New York, New York Details
Eric Lun's Ameriprise Financial Services, Inc. Experience November 2011 - May 2012
Job Investment Banking Analyst, M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   June 2014 - Present
J.P. Morgan   June 2013 - August 2013
The Presidio Group LLC  June 2012 - August 2012
Ameriprise Financial Services, Inc.   November 2011 - May 2012
U.S. Commercial Service, U.S. Department of Commerce   May 2011 - July 2011

Skills
Investments, Investment Banking, Mergers & Acquisitions, Finance, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Economics, Mandarin, Private Equity, Valuation, Data Analysis, Due Diligence, Capital IQ, ThomsonOne, Bloomberg Terminal, Cantonese, Research, Outlook, Equities, Financial Accounting, Fixed Income, Salesforce.com, Excel, Word, Microsoft Excel, Bloomberg, Public Speaking, Statistics, Microsoft Word, Strategic Financial..., Accounting, Corporate Finance, Portfolio Management, Business Valuation, LBO, Financial Services, Securities

Education
University of California, Berkeley   2010 — 2014
Bachelor of Science (B.S.), Business Administration

University of California, Berkeley - Walter A. Haas School of Business   2012 — 2014
Bachelor of Science (B.S.), Business Administration

King's College London, U. of London   2014 — 2014
Study Abroad Exchange Student, Management

CHINESE INTERNATIONAL SCHOOL   1996 — 2010
IB Diploma, English, Mandarin Chinese, Geography, Physics, Math, Economics

BARBARA CANTWELL BARBARA CANTWELL Westborough, Massachusetts Details
BARBARA CANTWELL's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job AAMS, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Edward Jones  October 2005 - November 2012
VALIC  August 1989 - September 2001

Education
Wheelock College   1974 — 1977
BA, Education

Keene State College
BA, Psychology and Special Education

Bud Matkovic, MBA, CFP®, ChFC®, CLU® Bud Matkovic, MBA, CFP®, ChFC®, CLU® Cleveland/Akron, Ohio Area Details
Bud Matkovic, MBA, CFP®, ChFC®, CLU®'s Ameriprise Financial Services, Inc. Experience June 1987 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1987 - Present

Education
Kent State University - Graduate School of Management   1985 — 1987
MBA, Finance

Ohio Wesleyan University   1979 — 1983
BA, Psychology

Andrew DeJong Andrew DeJong Las Vegas, Nevada Area Details
Andrew DeJong's Ameriprise Financial Services, Inc. Experience May 2012 - October 2012
Job Independent Financial Advisor and Life/Health Insurance broker
Industry Financial Services
Experience
Independent Financial Advisor  September 2013 - Present
Ameriprise Financial Services, Inc.   May 2012 - October 2012
Wells Fargo  November 2010 - May 2012
Enterprise Rent-A-Car  July 2006 - May 2010
Kerry Ingredients  June 2004 - March 2005
Northwestern Mutual  October 2003 - May 2004

Education
Southern Illinois University, Carbondale   2000 — 2003
Bachelor of Science (B.S.), Financial Management, 3.21 Cummulative GPA 3.42 Finance GPA

Kishwaukee College   1998 — 2000
Associate of Science (A.S.), General Studies

Melisa Oehmke Melisa Oehmke Henderson, Nevada Details
Melisa Oehmke's Ameriprise Financial Services, Inc. Experience October 2011 - Present
Job CFP, Certified Financial Planner,Financial Advisor at Ameriprise Financial Services, Inc. CA Ins 0I39165
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2011 - Present
Wells Fargo Advisors  June 2008 - October 2011
Wells Fargo  March 2004 - June 2008

Education
The Evergreen State College   1999 — 2001
Bachelor's degree

Tacoma Community College   1992 — 1995
Associate's degree

Kaplan University
Certified Financial Planner Course, Financial Planning and Services

Jason Simpson Jason Simpson Albertville, Alabama Details
Jason Simpson's Ameriprise Financial Services, Inc. Experience January 2005 - January 2006
Job Insurance Agent
Industry Insurance
Experience
Alfa Insurance  June 2006 - Present
Ameriprise Financial Services, Inc.   January 2005 - January 2006

Skills
Sales, Marketing, Communications, Customer Service, Financial Planning, Customer Retention, Sales Process, Insurance, Direct Sales, Property & Casualty..., Term Life Insurance, Commercial Insurance, Umbrella Insurance, Life Insurance

Education
Kentucky Wesleyan College   2002 — 2006
Bachelor's Degree, Human Resources Management

Sharon Thall Sharon Thall Greater Atlanta Area Details
Sharon Thall's Ameriprise Financial Services, Inc. Experience February 2012 - December 2012
Job Human Resources Professional
Industry Human Resources
Experience
Ameriprise Financial Services, Inc.   February 2012 - December 2012
Learning Express Toys  2004 - 2011
Alpharma USHP   2000 - 2003
General Motors, Notheast Public Relations   1998 - 2000
Brighton Gardens, Marriott Assisted Living   1997 - 1998
A.M. Best Company   1996 - 1997

Skills
Interviews, Customer Service, Onboarding, Employee Relations, Recruiting

Education
Kennesaw State University
Human Resource Management Certification, Human Resources

New Jersey City University
BA, Education

University of Bridgeport
MS, Human Resource Development/Counseling

Dionne C. Braggs Dionne C. Braggs Greater Chicago Area Details
Dionne C. Braggs's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Registered Principal Delegate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
Ameriprise Financial Services, Inc.   2004 - 2015

Education
Keller Graduate School of Management of DeVry University   1995 — 1998
Master's Degree, Master of Project Management (MPM)

Joel Pergolski Joel Pergolski Wausau, Wisconsin Area Details
Joel Pergolski's Ameriprise Financial Services, Inc. Experience January 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Wells Fargo Advisors, LLC  March 2007 - January 2013
Applied Portfolio Management Group   May 2006 - May 2008
River Valley Bank  2006 - 2007

Education
Michigan Technological University   2004 — 2008
BS, Finance

Kungliga tekniska högskolan   2006 — 2007
Masters of Science, Economics

DC Everest High School

Sergio Modernel, CRPC®, CFP® Sergio Modernel, CRPC®, CFP® Warren, New Jersey Details
Sergio Modernel, CRPC®, CFP®'s Ameriprise Financial Services, Inc. Experience July 2002 - Present
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2002 - Present

Education
Kean University   1996 — 2001
Bachelor of Science, Economics

Kean University   1996 — 2000
Bachelor of Science, Finance

Malcolm Turner Malcolm Turner Greater Detroit Area Details
Malcolm Turner's Ameriprise Financial Services, Inc. Experience April 1995 - October 2001
Job Manager The Turner Group
Industry Financial Services
Experience
The Turner Group  2015 - Present
Castle Commercial Capital, LLC   January 2007 - March 2015
Direct Lending   October 2005 - January 2007
Strategic Wealth Management, LLC  October 2001 - January 2006
Ameriprise Financial Services, Inc.   April 1995 - October 2001

Skills
Finance, Management, Sales, Loans, Investments, Credit, Mortgage Lending, Commercial Real Estate, Refinance, Team Building, Insurance, Leadership

Education
Kettering University   1985 — 1987

Redford high   1981 — 1985
High School

Pete Levy ChFC Pete Levy ChFC Greater Atlanta Area Details
Pete Levy ChFC's Ameriprise Financial Services, Inc. Experience September 2003 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2003 - Present
Aerus LLC  January 1990 - April 2004

Education
The American College   2005 — 2007
ChFC, Financial Planning

Kennesaw State University   1989 — 1995
Marketing

amy schulz amy schulz Farmington, Minnesota Details
amy schulz's Ameriprise Financial Services, Inc. Experience July 2004 - October 2005
Job Business analyst at CSC
Industry Information Technology and Services
Experience
CSC  September 2013 - Present
Accenture  October 2005 - February 2009
Ameriprise Financial Services, Inc.   July 2004 - October 2005

Skills
Data Center, IT Service Management, Cisco Technologies, Requirements Analysis, Servers, Integration, Troubleshooting, IT Management, Business Analysis, Analysis, Telecommunications, Testing, Vendor Management

Education
Knox College   1996 — 2000
Bachelor of Arts (B.A.), Secondary Education and Teaching

Knox College   1996 — 2000
Bachelor of Arts (B.A.) education, Education

Dillon Dickerson Dillon Dickerson Canton, Georgia Details
Dillon Dickerson's Ameriprise Financial Services, Inc. Experience February 2013 - May 2013
Job Technology Support Analyst
Industry Information Technology and Services
Experience
UPS Supply Chain Solutions  January 2015 - Present
Axiall Corporation  May 2014 - January 2015
Liberty Mutual Insurance  May 2013 - December 2013
Ameriprise Financial Services, Inc.   February 2013 - May 2013
Target  October 2010 - February 2013
Family Traditions   June 2010 - October 2010

Skills
Sales, Time Management, Always Punctual, Dependable Team Player, Highly Ambitious, Detailed Organization, Success Driven, Marketing, Critical Thinking, Goal Oriented, Building Relationships, Leadership, Customer Retention, Team-oriented, Highly detail oriented, Self-driven, Cold Calling, Customer Satisfaction, Social Networking, Oral & Written..., Teamwork, Facebook, Profit, Loss Prevention, Retail, Investments, Real Estate, Social Media Marketing, Interpersonal..., Market Planning, SAP, Lead Generation, Workday, SharePoint, Visual Studio, ASP.NET, SQL

Education
Kennesaw State University - Michael J. Coles College of Business   2010 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services

Kennesaw State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Senior

Casey Beswick Casey Beswick Akron, Ohio Details
Casey Beswick's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Client Service Coordinator with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Enterprise Fleet Management  November 2011 - April 2014
Enterprise Fleet Management  December 2010 - November 2011
Enterprise Fleet Management  October 2009 - December 2010
Ameriprise Financial Services, Inc.   November 2008 - January 2009
Kent State University  2006 - 2009
Venture Data  December 2007 - November 2008

Skills
Market Research, Analytical Skills, Organized Multi-tasker, Flexible to Change, Committed to Customer..., Technically Competent, Persistence, Self-confidence, Fast-paced, Efficent, Mathematics, Customer Service, Teamwork

Education
Webster University   2010 — 2014
Master of Business Administration (M.B.A.)

Kent State University   2005 — 2009
Bachelor's of Business Administration: Managerial Marketing Concentration, Minors: Mathematics, Management, 3.22 out of 4

Lebeau Potgieter Lebeau Potgieter Muskegon, Michigan Details
Lebeau Potgieter's Ameriprise Financial Services, Inc. Experience October 2005 - June 2008
Job Registered Representative at VOYA Financial
Industry Financial Services
Experience
Voya Financial  July 2008 - August 2015
Ameriprise Financial Services, Inc.   October 2005 - June 2008

Skills
Investments, Mutual Funds, Retirement, Alternative Investments, Accounting, Fixed Annuities, Customer Service

Education
Kingston University   2001 — 2004
Bachelors Degree, Business with Law

Highfield High School, Letchworth, UK

Catherine Saint-Clair, AAMS Catherine Saint-Clair, AAMS San Francisco Bay Area Details
Catherine Saint-Clair, AAMS's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job Financial Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Charles Schwab & Co, Inc.   June 2009 - May 2013
Wells Fargo  January 2009 - June 2009
GreenPoint Mortgage  May 2004 - November 2007
GreenPoint Mortgage  June 2001 - April 2004
GreenPoint Mortgage  May 1998 - May 2001

Skills
Series 7, Series 66, California Real Estate..., Paralegal Certification, AAMS, Portfolio Management, Uniform Combined State..., Loan Origination, Investments, Finance, Mortgage Lending, Credit, Financial Services, Mutual Funds, Loans, Underwriting, Credit Analysis, Refinance, Banking

Education
College for Financial Planning   2010 — 2010
AAMS, Finance

Kaplan University   2009 — 2009
Series 7 and Series 66

San Francisco State University   1996 — 1998
Paralegal Certification, Legal

University of California, Irvine   1990 — 1994
B.A., Criminology, Law & Society

Megan Granda Megan Granda Midland, Michigan Details
Megan Granda's Ameriprise Financial Services, Inc. Experience July 2003 - August 2011
Job Financial Advisor at Dollard, Mast, & Granda, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Dollard, Mast, & Granda, A financial advisory practice of Ameriprise Financial Services, Inc.   August 2011 - Present
Ameriprise Financial Services, Inc.   July 2003 - August 2011
Ameriprise Financial  December 2004 - June 2010
Ameriprise Financial Services, Inc.   December 2004 - December 2008
Ameriprise Financial Services, Inc.   August 2002 - December 2004

Education
Kettering University   1999 — 2004

John Hughes, CFP®, ChFC® John Hughes, CFP®, ChFC® Portland, Maine Area Details
John Hughes, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Ameriprise Financial Services, Inc.   September 1994 - June 2013
Ameriprise Financial Services, Inc.   January 1994 - June 2000

Education
Keene State College   1986 — 1989

Ryan Bauer Ryan Bauer Columbus, Ohio Area Details
Ryan Bauer's Ameriprise Financial Services, Inc. Experience July 2004 - June 2005
Job Experiential Marketing Manager
Industry Marketing and Advertising
Experience
Creative Artists Agency  January 2011 - Present
The Art of Yoga   July 2013 - Present
United Event Staffing   January 2013 - Present
Ryan Bauer Marketing   January 2001 - October 2015
Opinions, Ltd.   February 2012 - February 2014
Ohio Social Media Network   October 2008 - January 2012
Sandbox Communities   April 2009 - August 2010
Sustainable Answers   June 2005 - May 2009
Ameriprise Financial Services, Inc.   July 2004 - June 2005
JPMorgan Chase  August 2001 - July 2004

Skills
Marketing Strategy, Promotions, Strategic Planning, Marketing Communications, Market Research, Social Media Marketing, Experiential Marketing, Digital Marketing, Relationship Marketing, Marketing

Education
Kent State University   1996 — 2000
Bachelor of Science, Marketing

Jessica Ragusa Jessica Ragusa Greater New York City Area Details
Jessica Ragusa's Ameriprise Financial Services, Inc. Experience June 2011 - October 2012
Job Sales Representative at Signpost
Industry Marketing and Advertising
Experience
Signpost  August 2015 - Present
Sherwin-Williams Paints  June 2014 - August 2015
Ameriprise Financial Services, Inc.   June 2011 - October 2012
Payless Car Sales  July 2011 - September 2011

Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, English, Research, Human Resources, Social Media, Recruiting, Windows, Event Planning, Administrative..., Marketing Communications, Online Marketing, Editing, Advertising, Marketing, Leadership

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2014
Human resource management, Human Resources Management/Personnel Administration, General

Kean University   2009 — 2011
N/A, English Writing and Early Childhood Education

McKenna Musci McKenna Musci Akron, Ohio Details
McKenna Musci's Ameriprise Financial Services, Inc. Experience January 2013 - May 2013
Job Solutions Manager at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless  May 2015 - Present
Verizon Wireless  January 2014 - June 2015
Ameriprise Financial Services, Inc.   January 2013 - May 2013
Northwestern Mutual  December 2011 - December 2012
EBSCO TeleServices  June 2010 - November 2011

Skills
Strategic Financial..., Disability Insurance, Life Insurance, Insurance, Long Term Care Insurance, Microsoft Excel, Marketing Communications, Social Media Marketing, Social Networking, Marketing Management, Sales Management, Sales, Cold Calling, Management, Retirement Planning, Leadership, Customer Service, Social Media, Teamwork, Marketing, Team Building, Marketing Strategy

Education
The University of Akron   2009 — 2013
Bachelor's degree, Dual Major of Sales Management and Marketing Management, 3.55

Kent State University   2008 — 2009

Alexis Henley Alexis Henley Uniontown, Ohio Details
Alexis Henley's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advising Executive Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present

Skills
Tenacious Work Ethic, Project Coordination, Financial Analysis, Financial Reporting, Financial Planning, ThomsonOne, Morningstar, Contact Management, Client Relations, Client Services, Forms, Stock Management, Trading, Microsoft Office, Microsoft Excel, General Insurance, Data Analysis, Organizational..., Leadership, Appointment Scheduling, Investments, Attention to Detail, MS Excel Pivot Tables, Total View, Brent Mark, iCloud, Check Scanning, Contact Manager, Business Writing, Professional Writing, Organization Skills, Skilled Multi-tasker, Management, Finance, Budgets, Portfolio Management, Spreadsheets

Education
Kent State University at Stark   2013 — 2015
Bachelor’s Degree, Business Administration and Management, General, 3.9

Amir Shahrokhi Amir Shahrokhi Greater Minneapolis-St. Paul Area Details
Amir Shahrokhi's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Architect at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   October 2014 - July 2015
Ameriprise Financial Services, Inc.   November 2013 - October 2014
Innovative Architects  2013 - 2013
SolTech Inc  2012 - 2013
ABOL Software, Inc.   2011 - 2012
Southern Polytechnic State University  2011 - 2012
Fifth Third Bank  2010 - 2011
Guaranty Bank FSB  2008 - 2010

Skills
Microsoft SQL Server, Business Intelligence, SSRS, Visual Studio, Data Warehousing, Database Design, Business Analysis, XML, SSIS, T-SQL Stored Procedures, SharePoint, HTML, SQL, JavaScript, C#, Databases, VB.NET, Agile Methodologies, PHP, ASP.NET MVC, ASP.NET, Analysis Services, WCF, SDLC, CSS, Crystal Reports, Java, Visual Basic, IIS, TFS, Software Development, .NET, ADO.NET, SSAS 2008, Data Cubes, Powershell, Data Mining, DTS, Data Analysis, jQuery, Entity Framework, Performance Point, Oracle, PL/SQL, PowerPivot, DAX, PowerView

Education
Kennesaw State University   2010 — 2012
Masters of Science, Information Technology

Kennesaw State University   2005 — 2010
Bachelor of Business Administration, Corporate Finance

Abha (Gupta) Ellis Abha (Gupta) Ellis Greater Denver Area Details
Abha (Gupta) Ellis's Ameriprise Financial Services, Inc. Experience 2008 - 2009
Job Collections Strategy Consultant
Industry Financial Services
Experience
Nordstrom  August 2015 - Present
Alliance Data Retail Services  April 2014 - April 2015
GE  2011 - 2013
Medtronic  2010 - 2010
Ameriprise Financial  2010 - 2010
AllianceOne  2009 - 2009
Ameriprise Financial Services, Inc.   2008 - 2009
The Schwan Food Company  2007 - 2007
US Bank  2000 - 2006
Minnegasco (CenterPoint Energy)   1989 - 1992

Skills
Business Integration, Close Attention to..., Business Process..., Data Analysis, Analytics, Six Sigma, Business, Communication, Cross-functional Team..., Forecasting, Analysis, Strategy, Business Strategy, Management, Finance, Leadership, Program Management, Project Planning, Segmentation, Marketing, Portfolio Management, Credit Risk, Credit Cards, Strategic Financial..., Financial Risk, Credit, Financial Analysis, Accounting, Financial Modeling, Risk Analytics, Process Improvement, Business Analysis, Risk Management, Banking, Financial Services, Consulting

Education
Texas A&M University - Mays Business School
MBA, Finance and Marketing

Keller Graduate School of Management of DeVry University   2014 — 2015
Graduate Certification in Business Intelligence and Analytics, Business Intelligence and Analytics

University of Minnesota-Twin Cities
Bachelor's Degree, Chemical Engineering

Vance Lahey Vance Lahey Greater Nashville Area Details
Vance Lahey's Ameriprise Financial Services, Inc. Experience June 2002 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2002 - Present

Education
Kansas State University   1999 — 2002
BS, Family Studies and Human Services with Emphasis in Family Financial Planning

Jesse Kate LeVitre Jesse Kate LeVitre Cleveland/Akron, Ohio Area Details
Jesse Kate LeVitre's Ameriprise Financial Services, Inc. Experience March 2009 - August 2014
Job Director of Operations at Ownership Advisors, Inc.
Industry Investment Management
Experience
Ownership Advisors, Inc.   April 2015 - Present
Integrated Wealth Management  September 2014 - March 2015
Ameriprise Financial Services, Inc.   March 2009 - August 2014
Harbert Management Corporation  August 2006 - December 2007
Coca-Cola Enterprises  January 2005 - July 2005
ESI - Extrusion Services, Inc.   September 2003 - January 2005
US Army  October 2000 - June 2003

Education
Kent State University at Stark   2012 — 2017
Bachelor of Arts (BA), Psychology, 3.5, Dean's List

Allie Wu Allie Wu Greater New York City Area Details
Allie Wu's Ameriprise Financial Services, Inc. Experience May 2006 - February 2010
Job Actuarial Consultant at New York Life
Industry Financial Services
Experience
New York Life Insurance Company  August 2013 - Present
UnitedHealthcare  October 2012 - August 2013
AlphaMetrix, LLC  September 2011 - November 2011
Bank of America Merrill Lynch  January 2011 - May 2011
Ameriprise Financial Services, Inc.   May 2006 - February 2010

Skills
Derivatives, Equities, Valuation, Financial Modeling, Bloomberg, Forecasting, Fixed Income, VBA, SQL, Microsoft Excel, Quantitative Analytics, Quantitative Finance, Life Insurance, Mathematica, Financial Analysis, Financial Reporting, Corporate Finance, Qualitative Research, Quantitative Research, Financial Risk..., Hedge Funds, Investments, Alternative Investments, Asset Managment, Portfolio Management, Capital Markets, Risk Management, Statistics, Finance, Financial Risk, Bloomberg Terminal, Strategic Financial..., Actuarial Science, Investment Banking, Economics, Private Equity, Market Risk, Credit Risk, Hedging, Asset Management, Options, Portfolio Optimization, Equity Research, SAS, Essbase, Financial Services, Asset Allocation, Accounting, Financial Markets, ALM

Education
University of Hawaii at Manoa   2010 — 2011
Master of Science, Financial Engineering

University of Minnesota - Carlson School of Management   2002 — 2006
Bachelor of Science in Business, Actuarial Science, Insurance and Risk Management

Bordeaux Business School   2005 — 2005

Stephen Bauer, CFP®, CRPC® Stephen Bauer, CFP®, CRPC® Spring, Texas Details
Stephen Bauer, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience April 2013 - December 2014
Job Wealth Adviser at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  December 2014 - Present
Girard Securities  December 2014 - Present
Ameriprise Financial Services, Inc.   April 2013 - December 2014
Wells Fargo Advisors, LLC  January 2008 - April 2013
College Works Painting  August 2005 - December 2007
College Works Painting  August 2004 - August 2005
College Works Painting  March 2004 - August 2004

Skills
Investments, Retirement, Management, Leadership, Finance, Financial Analysis, Strategy, Analysis, Project Planning, Microsoft Excel, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Insurance, Portfolio Management, Asset Management, Mutual Funds, Securities, Financial Advisory, Team Building, Marketing Strategy, Financial Planning

Education
University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor of Science (BS), Consumer Economics and Finance

Kaplan University   2011 — 2012
CERTIFIED FINANCIAL PLANNER TM

janice bukambu janice bukambu Greater Pittsburgh Area Details
janice bukambu's Ameriprise Financial Services, Inc. Experience May 2011 - December 2011
Job Graduate Student at RMU, Product Analyst Summer Associate Intern at UPMC Enterprise
Industry Information Technology and Services
Experience
Highmark  September 2012 - October 2014
MSA  May 2012 - August 2012
PwC  January 2012 - April 2012
La Roche College  March 2009 - April 2012
Ameriprise Financial Services, Inc.   May 2011 - December 2011

Skills
SQL, Microsoft Office, Linux, Java, Access, Microsoft Excel, PowerPoint, Databases, Microsoft Word, HTML, Programming, CSS, Accounting, Budget, Research, Social Media, Visual Basic, Analysis, Data Analysis, Team Leadership

Education
La Roche College   2009 — 2012
Bachelor of Science (BSc), Information Technology

Barbro
High school diploma, Physics, chemistry, and Mathematics

Maria Bonacuse Maria Bonacuse Greater New York City Area Details
Maria Bonacuse's Ameriprise Financial Services, Inc. Experience December 2012 - December 2012
Job Professional Makeup Artist | Seeking a Position within a Brand
Industry Cosmetics
Experience
CHANEL  June 2015 - Present
Denise's Salon LLC   September 2014 - Present
Maria Bonacuse, MakeUp Artist   February 2011 - Present
Denise's Salon LLC   February 2011 - Present
Yahoo! Blue Ribbon Hunter   August 2013 - August 2013
iCrossing  January 2013 - January 2013
Ameriprise Financial Services, Inc.   December 2012 - December 2012
Tru Beauty Concepts  January 2012 - April 2012

Skills
Skin Care, Makeup Artistry, Cosmetics, Waxing, Airbrush, Photo Shoots, Skin, Hair Care, Artistry, Fashion Shows, Reflexology, Editorial, Fashion, Spa, Art, Headshots, Fashion Photography, Hair Cutting, Beauty Industry, Bodypaint, Skin Care Products, Marketing, Cosmetology, Customer Service, Social Networking, Sales

Education
The Val Garland School of Make-up   2015 — 2015
Advanced Artistry Course

International Dermal Institute - Dermalogica   2012 — 2013
Dermalogica Expert, Certified Dermalogica Specialist & Expert

Empire Beauty School   2010 — 2011
Cosmetology, Cosmetology/Cosmetologist, General

Keystone College   2008 — 2009
Visual Art

Bishop Hannan High School   2004 — 2008
High School Diploma, High School Diploma

Audra Palonen Audra Palonen Battle Creek, Michigan Details
Audra Palonen's Ameriprise Financial Services, Inc. Experience February 2008 - July 2015
Job Administrative Support
Industry Consumer Services
Experience
Ameriprise Financial Services, Inc.   February 2008 - July 2015
Sunoco  March 2007 - February 2008
Claire's Accessories  July 2006 - January 2007
Bermo Enterprises  August 2005 - August 2006
Narconon Arrowhead  January 2005 - June 2005

Skills
Customer Service, Administrative Work, Employee Training, Telephone Skills, Databases, Windows 7, Microsoft Office, Supervisory Skills, Organizational..., Event Planning, Marketing, Website Administration, Data Entry, Typing, Payment Processing, Windows 8, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Management, Filing, Training, Event Management

Education
Western Michigan University - Haworth College of Business   2012 — 2020
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7

Kellogg Community College   2010 — 2010
Microsoft Office Computer Classes, 3.1

Nicholas Velardi Nicholas Velardi Kennesaw, Georgia Details
Nicholas Velardi's Ameriprise Financial Services, Inc. Experience January 2015 - September 2015
Job Student at Kennesaw State University
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - September 2015
Delta Tau Delta Organization   2013 - 2014
Taco Mac Restaurant   2012 - 2013
Fairway Car Wash   March 2012 - August 2012
Standard Club Golf Course   2011 - 2012

Skills
Recruiting, Sales, Leadership, Team Building, Public Speaking, Marketing Communications, Social Media, Time Management, Microsoft Word, Event Planning, Teamwork

Education
Kennesaw State University   2012 — 2016
Finance

Northview High School   2009 — 2012
High School Diploma

Kennesaw State University - Michael J. Coles College of Business

Ruben Shrestha Ruben Shrestha Greater Minneapolis-St. Paul Area Details
Ruben Shrestha's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Tech Pro, Inc.   February 2006 - Present
Wells Fargo Home Mortgage  November 2012 - January 2014
ING  February 2011 - October 2012
Ameriprise Financial  June 2007 - December 2010
Wells Fargo Home Mortgage  2006 - 2007
Carlson Hospitality Worldwide  May 2005 - December 2005
Metropolitan State University  December 2003 - December 2005
G.M.P Poliuretani S.p.A   January 2002 - June 2002
Solutions Consultant, (P) Ltd.   1999 - 2001

Skills
Business Analysis, SDLC, Visio, Requirements Analysis, SharePoint, Process Improvement, Business Intelligence, Requirements Gathering, Software Project..., Data Modeling, SQL, Project Management, Business Process, Agile Methodologies, Software Documentation

Education
Metropolitan State University   2002 — 2005
MMIS, Information Systems

University of Kansas - Graduate School of Business   2001 — 2002
MBA, International MBA

Kuvempu Vishwavidyanilaya   1995 — 1999
Bachelor of Engineering (B.E.), Industrial Engineering

Tribhuvan Vishwavidalaya   1992 — 1994
Intermediate of Science (I.Sc), Physics, Chemistry, Mathematics

St. Xavier's College

Tresvelt Madison Tresvelt Madison Kennesaw, Georgia Details
Tresvelt Madison's Ameriprise Financial Services, Inc. Experience May 2013 - Present
Job Customer Service Professional (CSP) at H&R Block
Industry Financial Services
Experience
H&R Block  January 2015 - Present
Ameriprise Financial Services, Inc.   May 2013 - Present
Kennesaw State University Student Recreational Center   July 2011 - August 2014

Skills
ThomsonOne, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Marketing, Facebook, Event Planning

Education
Kennesaw State University   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

Deborah L Rudisill Deborah L Rudisill Gastonia, North Carolina Details
Deborah L Rudisill's Ameriprise Financial Services, Inc. Experience February 2012 - Present
Job Client Service Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2012 - Present
Capital Guardian LLC  2000 - 2005

Education
King's College

Chelsea Burnham Chelsea Burnham Westfield, New Jersey Details
Chelsea Burnham's Ameriprise Financial Services, Inc. Experience October 2013 - Present
Job Office Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present

Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Call Centers, Project Management, Customer Satisfaction, Marketing, Social Media, Training, Team Leadership

Education
Union County College   2010 — 2012

Kean University

Scott Vallina Scott Vallina Greater Pittsburgh Area Details
Scott Vallina's Ameriprise Financial Services, Inc. Experience January 2006 - June 2008
Job Internal Sales Manager at Federated Investors, Inc.
Industry Financial Services
Experience
Federated Investors, Inc.   September 2013 - Present
Federated Investors  June 2008 - August 2013
Ameriprise Financial Services, Inc.   January 2006 - June 2008
Windmill Lakes Golf Club   June 2003 - December 2005

Skills
Series 7, Insurance, Series 63, Asset Management, Mutual Funds, Retirement Planning, Investments, Wealth Management, Portfolio Management, Investment Advisory, Retirement, Asset Allocation

Education
Kent State University   1999 — 2003
Business Administration, Finance

Christopher Roborecki Christopher Roborecki Cleveland/Akron, Ohio Area Details
Christopher Roborecki's Ameriprise Financial Services, Inc. Experience October 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2001 - Present

Education
Kent State University   1994 — 2001
Business Finance, Computer Information Systems

Abu Arif Abu Arif Greater New York City Area Details
Abu Arif's Ameriprise Financial Services, Inc. Experience October 2012 - Present
Job SVP AWM Business Development & GM Banking and Cash Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
Ameriprise Bank, FSB  January 2007 - December 2012
Ameriprise Financial  August 2005 - March 2007
American Express  June 2000 - July 2005
American Express, JPAA   July 1997 - May 2000
American Express  January 1996 - July 1997
American Express  January 1994 - December 1995
American Express TRS Pakistan   January 1992 - December 1993

Education
Karachi University   1984 — 1988
MBA, Finance and Marketing

Rama Ramadhyani Rama Ramadhyani Greater Minneapolis-St. Paul Area Details
Rama Ramadhyani's Ameriprise Financial Services, Inc. Experience 2004 - 2008
Job Asst Consultant at TCS
Industry Computer Software
Experience
TCS  Consultant - ArchitectExperian2009 - 2010
Ameriprise Financial Services, Inc.   2004 - 2008
American Express  2002 - 2005

Education
Kendriya Vidyalaya

r.v

Sreedhar Patlola Sreedhar Patlola Greater Minneapolis-St. Paul Area Details
Sreedhar Patlola's Ameriprise Financial Services, Inc. Experience December 2005 - October 2006
Job Application Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  January 2014 - Present
Thomson Reuters  July 2013 - December 2013
Best Buy  November 2012 - June 2013
Graco  January 2012 - October 2012
Thomson Reuters  July 2011 - December 2011
Blue Cross and Blue Shield of Minnesota  January 2011 - June 2011
Thomson Reuters  January 2008 - December 2010
Wells Fargo  November 2006 - December 2007
Ameriprise Financial Services, Inc.   December 2005 - October 2006
Cognizant Technology Solutions  August 2004 - November 2005

Skills
Java Enterprise Edition, Spring, Tomcat, Java, Hibernate 3.1, REST, JPA, JMS, WebSphere Application..., Agile Methodologies, Test Driven Development, CAMEL, JavaScript

Education
Karnatak University   1993 — 1997
BE, Electronics & Communication

Diane Zachary Diane Zachary Greater Minneapolis-St. Paul Area Details
Diane Zachary's Ameriprise Financial Services, Inc. Experience June 2014 - September 2014
Job Senior Business Analyst at US Bank
Industry Banking
Experience
US Bank  March 2015 - Present
Ameriprise Financial Services, Inc.   June 2014 - September 2014
Green Tree Financial Services  April 2013 - April 2014
Wells Fargo Home Mortgage  October 2012 - March 2013
Wells Fargo Insurance Services  January 2011 - December 2011
Federal Reserve Bank of Minneapolis  February 1990 - July 2010

Skills
Customer Service, Strategic Planning, Project Management, Financial Analysis, Process Improvement, Project Planning, Banking, Auditing, Strategic Financial..., Management, Leadership, Access, Finance, Forecasting, Analysis, Business Analysis, Training, SDLC

Education
Keller Graduate School of Management
Masters Degree in Process, General Business and Project Management

University of Minnesota - Carlson School of Management
Bachelor's of Science in Business, Business and Statistics

Allison Michaud Allison Michaud Greater Boston Area Details
Allison Michaud's Ameriprise Financial Services, Inc. Experience December 2009 - Present
Job Freelance Designer at Allison Michaud Designs
Industry Marketing and Advertising
Experience
Ameriprise Financial Services, Inc.   December 2009 - Present
Allison Michaud Designs   August 2009 - Present
Marian Heath   September 1999 - August 2009
Marian Heath Greeting Cards  1999 - 2008
Peter Harris & Associates Design   1997 - 1998

Skills
Marketing, Advertising, Marketing Strategy, Leadership, Product Development, Team Building, Graphic Design, Social Media, Customer Service

Education
Keene State College   1993 — 1997
Bachelor of Science (B.S.), Graphic Design

Marshwood High School

Marshwood High School

Scott Kalivoda Scott Kalivoda Olathe, Kansas Details
Scott Kalivoda's Ameriprise Financial Services, Inc. Experience October 1990 - December 2012
Job Civil War History
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc.   October 1990 - December 2012

Skills
Investment research,..., Technical writing,..., Financial education,..., Electric utility...

Education
Kansas State University   1977 — 1979
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8 GPA

Kansas State University   1973 — 1977
Bachelor of Science (B.S.), Civil Engineering, 3.4 GPA

Bill Thorsen Bill Thorsen Greater Minneapolis-St. Paul Area Details
Bill Thorsen's Ameriprise Financial Services, Inc. Experience November 2007 - December 2008
Job Senior Solutions Architect at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota  December 2014 - Present
Syngenta Seeds  March 2012 - September 2014
Prime Therapeutics  June 2011 - April 2012
Aimia Inc  March 2009 - March 2011
Carlson Companies, Inc.   January 2008 - February 2009
Ameriprise Financial Services, Inc.   November 2007 - December 2008
GMAC Commercial Finance  November 2003 - November 2006
Carlson Companies, Inc.   September 2001 - October 2003
Best Buy  September 2000 - September 2001
Carlson Companies, Inc.   May 1995 - September 2000

Skills
Enterprise Architecture, Identity Management, Technical Writing, Solution Architecture, SDLC, Integration, IT Service Management, Disaster Recovery, Information Technology, Enterprise Software, Security, Business Analysis, Outsourcing, Business Intelligence, PMO, Databases, IT Operations, Architectures, SOA, Information Security, Infrastructure, Network Security, Architecture

Education
Kean University   1981 — 1984
B.S, Computer Science

S.U.N.Y Farmingdale   1978 — 1980
A.A.S, Information Systems

Robert F. Skrbis CFP Robert F. Skrbis CFP Cleveland/Akron, Ohio Area Details
Robert F. Skrbis CFP's Ameriprise Financial Services, Inc. Experience July 1990 - Present
Job CFP, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 1990 - Present

Education
Kent State University   1985 — 1989
BBA, Marketing

Sarah M Schwarzkopf Sarah M Schwarzkopf Minneapolis, Minnesota Details
Sarah M Schwarzkopf's Ameriprise Financial Services, Inc. Experience October 2005 - Present
Job Senior Compliance Examiner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2005 - Present
Ameriprise Financial Services, Inc.   August 2004 - October 2005
Ameriprise Financial Services, Inc.   January 2001 - August 2004
Ameriprise Financial Services, Inc.   July 1998 - January 2002

Skills
Series 7, Series 24, Series 63, Series 6, Minnesota Securities...

Education
Kaplan University   2009 — 2012
Master of Science (MS), Legal Studies, General

University of Wisconsin-La Crosse   1988 — 1993
Bachelor of Arts (B.A.)

Kyle Wetzel Kyle Wetzel Champlin, Minnesota Details
Kyle Wetzel's Ameriprise Financial Services, Inc. Experience November 1998 - November 2012
Job IT Engineer
Industry Retail
Experience
Best Buy  November 2012 - Present
Ameriprise Financial Services, Inc.   November 1998 - November 2012
UnitedHealth Group  1995 - 1998

Skills
SCCM, Active Directory, IT Strategy, Business Analysis, Visio, Requirements Gathering, Disaster Recovery, Requirements Analysis, Process Improvement, ITIL

Education
Kansas State University

Brett Goubeaux Brett Goubeaux Columbus, Ohio Area Details
Brett Goubeaux's Ameriprise Financial Services, Inc. Experience 2003 - 2005
Job Planner at Victoria's Secret Direct
Industry Retail
Experience
Victoria's Secret Direct  October 2012 - Present
Victoria's Secret Direct  2011 - October 2012
Borders  2011 - 2011
Borders  2009 - 2011
Target Corporation  2007 - 2009
Target Corporation  2005 - 2007
Ameriprise Financial Services, Inc.   2003 - 2005

Skills
Forecasting, Merchandising, Inventory Management, Retail, Inventory Control

Education
Kettering University   1998 — 2002
B.S., Management

Sanjeeb Kumar Panda Sanjeeb Kumar Panda Minneapolis, Minnesota Details
Sanjeeb Kumar Panda's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Consultant Cards & Payments at Cognizant Business Consulting
Industry Banking
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Cognizant  October 2011 - Present
U.S. Bank   June 2013 - December 2013
CSAA Insurance Group, a AAA Insurer  October 2011 - May 2013
American Express  March 2011 - October 2011
Infosys Technologies Ltd  February 2005 - October 2011
US Dataworks  April 2007 - March 2011

Skills
Payment Systems, NACHA, ACH, Check 21, PCI DSS, PCI Standards, Payment Card Processing, Business Analysis, Requirements Analysis, Core Java, SQL, iBatis, Jasper Reports, Direct Debit, Online Payment Solutions, Check Conversion, MICR, Tokenization, Credit Card Transaction..., Paymentech, Payments, Credit Cards, Banking, Requirements Gathering, Gap Analysis, Spring, Web Applications, Software Project..., Financial Services, SDLC, Consulting

Education
Kuvempu Vishwavidyanilaya   2000 — 2004
Bachelor of Engineering (B.E.), Industrial & Production Engineering

University of Pennsylvania - The Wharton School
Certification Program, Business Foundations

Stephen J. Cribley, CFP® Stephen J. Cribley, CFP® Cleveland/Akron, Ohio Area Details
Stephen J. Cribley, CFP®'s Ameriprise Financial Services, Inc. Experience December 2010 - August 2012
Job Financial Planner for Business Owners, Executives and Individuals
Industry Financial Services
Experience
Financial Management Strategies, Inc.   August 2012 - Present
Ameriprise Financial Services, Inc.   December 2010 - August 2012
Berson-Sokol Agency, Inc.   2009 - 2010
Lincoln Financial Advisors  2001 - 2009

Skills
Retirement Planning, Strategic Financial..., Securities, Investment Advisory, Insurance, Investments, Asset Allocation, Portfolio Management

Education
Kent State University   1993 — 1996
BBA, Finance

Joe Exner Joe Exner Greater Boston Area Details
Joe Exner's Ameriprise Financial Services, Inc. Experience February 2011 - Present
Job Region Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2011 - Present
Ameriprise Financial  January 2010 - January 2011
Ameriprise Financial Services, Inc.   March 2009 - April 2010
Ameriprise Financial Services, Inc.   January 2008 - March 2009
Ameriprise Financial Services, Inc.   July 2004 - December 2007
Ameriprise Financial Services, Inc.   January 2002 - May 2004
Ameriprise Financial Services, Inc.   November 2000 - December 2001

Skills
Series 66, Series 24, Series 7, Retirement Planning, Mutual Funds, Series 63, Wealth Management, Financial Advisory, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, FINRA, Investments, Fixed Annuities, Strategy, Securities, 401k, Estate Planning, Investment Strategies, Asset Managment, Financial Services, Business Development

Education
Middlebury College   1998 — 2000
BA, Political Science, English

Kenyon College   1996 — 1998
Political Science, English

Baneshwar Shanbhag Baneshwar Shanbhag Raleigh, North Carolina Details
Baneshwar Shanbhag's Ameriprise Financial Services, Inc. Experience 2011 - 2012
Job Senior Associate Projects Business Analyst at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  November 2012 - Present
BB&T  2012 - 2014
BB&T  2012 - 2014
Infosys  October 2010 - November 2012
Ameriprise Financial Services, Inc.   2011 - 2012
Infosys  April 2010 - September 2010
Infosys  February 2007 - March 2010
TCI XPS   June 2006 - February 2007

Skills
DB2, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Customer Service, Windows, C, pac base, Pacbase cics, COBOL, CICS, JCL, Mainframe, SQL, NCFM Certified, RDBMS, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Test Planning, Testing, HP Quality Center

Education
Karnatak University   2004 — 2006
Master of Business Administration (MBA), Marketing/Marketing Management, General

Visvesvaraya Technological University   2000 — 2004
Bachelor of Engineering (B.E.), Mechanical Engineering

Tahira Kassamally Tahira Kassamally Washington D.C. Metro Area Details
Tahira Kassamally's Ameriprise Financial Services, Inc. Experience March 2009 - Present
Job Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2009 - Present

Education
habib girl's school   1971 — 1980

University of Karachi
Bachelor of Commerce (B.Com.)

Sarah DePaoli Sarah DePaoli Wexford, Pennsylvania Details
Sarah DePaoli's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Registered Support Assistant, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Merrill Lynch  June 2010 - June 2012

Skills
Series 7, Series 66, Life Insurance

Education
La Roche College   2006 — 2008
Bachelor of Applied Science (BASc), Communication and Media Studies

Patricia Sidorick Patricia Sidorick Las Vegas, Nevada Area Details
Patricia Sidorick's Ameriprise Financial Services, Inc. Experience March 2012 - Present
Job Registered Operations Leader
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Ameriprise Financial Services, Inc.   November 2008 - December 2011
Ameriprise Financial Services, Inc.   September 2006 - November 2008

Skills
Series 7, Registered Assistant, NV Insurance License, Operations Management, Marketing Strategy, Series 66, Personnel Management, Financial Operations, Operational Efficiency, Culture Change, Getting The Job Done

Education
College of Mt. St. Vincent   1980 — 1984
Bachelor of Arts (BA), Economics

Kaplan University
Preparing for Certified Financial Planner Board Exam July 2014

Nancy Flogge, MBA, CFP®, ChFC®, CFS Nancy Flogge, MBA, CFP®, ChFC®, CFS Cleveland/Akron, Ohio Area Details
Nancy Flogge, MBA, CFP®, ChFC®, CFS's Ameriprise Financial Services, Inc. Experience December 1986 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., CA License 0C99823
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 1986 - Present
Robinson Memorial Hospital  1980 - 1986

Education
Kent State University   1981 — 1983
MBA, International Business

Kent State University   1975 — 1979
BS, Biology

Judith Tapper Judith Tapper Galesburg, Illinois Details
Judith Tapper's Ameriprise Financial Services, Inc. Experience January 1988 - Present
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 1988 - Present

Education
Knox College   1968 — 1970
Bachelor of Arts (BA), Chemistry Teacher Education

Robin Snedeker Robin Snedeker Cleveland/Akron, Ohio Area Details
Robin Snedeker's Ameriprise Financial Services, Inc. Experience October 2005 - November 2006
Job Workflow Analyst at Quadax, Inc.
Industry Hospital & Health Care
Experience
Quadax, Inc.   July 2011 - Present
North Crest Equestrian Center   January 2003 - Present
Edward Jones  March 2007 - February 2010
Ameriprise Financial Services, Inc.   October 2005 - November 2006
City of North Ridgeville, Ohio  January 1990 - October 2005

Skills
Insurance, Spreadsheets, Data Entry, Outlook, Customer Service, Microsoft Excel, Finance, Access, Microsoft Office, Accounts Receivable, Microsoft Word, Financial Analysis, PowerPoint, Accounting, Financial Planners, Time Management, Data Analysis

Education
Remington College   2010 — 2011
Diploma, Medical Billing and Coding

Kent State University   1987 — 1989
BA, Political Science, Business Management

Lorain County Community College   1985 — 1987
Associate, Liberal Arts

Rianna Johnsen Rianna Johnsen Greater Minneapolis-St. Paul Area Details
Rianna Johnsen's Ameriprise Financial Services, Inc. Experience August 2015 - Present
Job OnLine Tool Expert at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2015 - Present
Ameriprise Financial Services, Inc.   July 2014 - Present
Cigna  February 2014 - July 2014
Anoka County  April 2013 - January 2014
Ameriprise Financial Services, Inc.   May 2010 - April 2013
Ameriprise Financial Services, Inc.   May 2006 - May 2010
Bloomington Infiniti   August 2005 - May 2006

Skills
Securities, Financial Services, Equities, Finance, Customer Service, Social Services, Interpersonal..., Interviewing Skills, Business Analysis, Series 7

Education
Walden University   2013 — 2015
Master's Degree, Non-profit Management and Leadership

Kaplan University   2009 — 2012
Bachelor of Science (B.S.), Human Services, Child and Family Welfare

Saint Paul College-A Community and Technical College   2006 — 2009
Child Development and American Sign Language

Alison Harvey , MsEd, PHR, SHRM-CP Alison Harvey , MsEd, PHR, SHRM-CP Mooresville, North Carolina Details
Alison Harvey , MsEd, PHR, SHRM-CP's Ameriprise Financial Services, Inc. Experience 2000 - 2001
Job HR Generalist Assistant at Huber Technology
Industry Electrical/Electronic Manufacturing
Experience
Huber Technology  March 2014 - Present
Ingersoll Rand  May 2011 - March 2014
Pine Lake Preparatory  2007 - 2009
Sentara Healthcare  February 1990 - August 2003
Ameriprise Financial Services, Inc.   2000 - 2001

Skills
Training, Pension Administration, Benefits Administration, Teaching, Benefit Communication, ERISA, Pensions, PeopleSoft, Customer Driven, Lesson Planning, Development Coaching, HIPAA, COBRA, Curriculum Design, Curriculum Development, Training Facilitation, Train Employees, Recruiting, Human Resources, Employee Benefits, Coaching, FMLA, HRIS, Strategic Planning, Labor Relations, Succession Planning

Education
Kent State University
Bachelor's degree, Rhetoric and Communications

Old Dominion University
Master's degree, Occupational Education and Technology

Kurt W Lofgren Kurt W Lofgren Saint Paul, Minnesota Details
Kurt W Lofgren's Ameriprise Financial Services, Inc. Experience April 2005 - Present
Job Senior Vice President, Chief Compliance Officer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2005 - Present
Northwestern Mutual  April 2000 - April 2005
OLDE Financial  March 1998 - March 2000

Skills
Compliance, Litigation, Corporate Law, Investments, Investment Advisory, Investigation, Broker-Dealer, Securities Regulation, Regulatory Affairs

Education
Loyola University of Chicago   1987 — 1990
Doctor of Law (J.D.), Coporate & Securities

Knox College   1982 — 1986
Bachelor of Arts (B.A.), History and Economics

Steven Landy Steven Landy North Canton, Ohio Details
Steven Landy's Ameriprise Financial Services, Inc. Experience Financial AdvisorAmeriprise Financial Services, Inc.President, Landy Hamilton & AssociatesAmeriprise Financial Services, Inc.March 1992 - Present
Job President, Landy Hamilton & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Financial AdvisorAmeriprise Financial Services, Inc.President, Landy Hamilton & AssociatesAmeriprise Financial Services, Inc.March 1992 - Present

Education
Kent State University   1987 — 1992
Bachelor of Business Administration (B.B.A.)

Antina Chaney Antina Chaney Hubbard, Ohio Details
Antina Chaney's Ameriprise Financial Services, Inc. Experience March 2013 - June 2013
Job Payroll Coordinator at Windsor House Inc.
Industry Financial Services
Experience
Windsor House Inc.  May 2013 - Present
Ameriprise Financial Services, Inc.   March 2013 - June 2013
Freedom 1st Choice Tax Service   November 2012 - April 2013
H&R Block  February 2004 - November 2012

Skills
Tax Preparation, Management, Marketing, Administrative..., Landscaping, Branch Management, Income Tax, Making Deadlines, Accounts Receivable, Payroll, Bookkeeping, QuickBooks

Education
Kent State University at Trumbull   2004 — 2007
Associate's degree, Accounting Technology/Technician and Bookkeeping

Lowellville High School   1996 — 1997
Regular/General High School/Secondary Diploma Program

Erin Edmundson Erin Edmundson Canton, Ohio Details
Erin Edmundson's Ameriprise Financial Services, Inc. Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2013 - 2013
Charter One Bank  2011 - 2013

Education
Kent State University
Fine Arts Degree

Minerva High School

Keith Mistretta Keith Mistretta United States Details
Keith Mistretta's Ameriprise Financial Services, Inc. Experience March 2014 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Keene State College   1973 — 1977
Bachelor's degree, Psychology and History

Jenae Williams Jenae Williams Greater Minneapolis-St. Paul Area Details
Jenae Williams's Ameriprise Financial Services, Inc. Experience July 2015 - Present
Job Business Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
Ameriprise Financial Services, Inc.   June 1990 - July 2015

Skills
Accounting, Tax, Corporate Tax, Internal Audit, Accounts Payable, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Finance, Account Reconciliation

Education
Keller Graduate School of Management of DeVry University   2011 — 2012
Master’s Degree, Accounting

Hamline University   2002 — 2004
Certificate, Legal Assistant/Paralegal

University of Minnesota-Twin Cities   1996 — 1999
Taxation

St. Cloud State University   1985 — 1990
Bachelor’s Degree, Finance, General

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