Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Ameriprise Financial Services, Inc. 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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. 1998 - Present
Education
Kenyon College 1993 — 1997
The American College
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
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
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
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
Ameriprise Financial Services, Inc. 2004 - Present
Education
University of Massachusetts at Lowell 1999 — 2002
BA
Kaplan University 2011 — 2012
Financial Planning Education Program
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
Ameriprise Financial Services, Inc. June 1999 - Present
Education
Kent State University 1994 — 1997
Business Management
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
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
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
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
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
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
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
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
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
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
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, 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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. December 1980 - Present
Education
Kean University 1974 — 1978
BSW, Social Work
Rutgers University-New Brunswick 1970 — 1973
Union High school
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
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
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
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
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
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
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
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
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
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
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
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)
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
Ameriprise Financial Services, Inc. July 2002 - Present
Education
Kean University 1996 — 2001
Bachelor of Science, Economics
Kean University 1996 — 2000
Bachelor of Science, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameriprise Financial Services, Inc. February 2012 - Present
Capital Guardian LLC 2000 - 2005
Education
King's College
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
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
Ameriprise Financial Services, Inc. October 2001 - Present
Education
Kent State University 1994 — 2001
Business Finance, Computer Information Systems
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
TCS Consultant - ArchitectExperian2009 - 2010
Ameriprise Financial Services, Inc. 2004 - 2008
American Express 2002 - 2005
Education
Kendriya Vidyalaya
r.v
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
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
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
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
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
Ameriprise Financial Services, Inc. July 1990 - Present
Education
Kent State University 1985 — 1989
BBA, Marketing
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.)
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
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
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
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
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
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
Ameriprise Financial Services, Inc. March 2009 - Present
Education
habib girl's school 1971 — 1980
University of Karachi
Bachelor of Commerce (B.Com.)
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
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
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
Ameriprise Financial Services, Inc. January 1988 - Present
Education
Knox College 1968 — 1970
Bachelor of Arts (BA), Chemistry Teacher Education
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
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
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
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
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.)
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
Ameriprise Financial Services, Inc. 2013 - 2013
Charter One Bank 2011 - 2013
Education
Kent State University
Fine Arts Degree
Minerva High School
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
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