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
Justin Samples CRPC®, AWMA® Justin Samples CRPC®, AWMA® Boise, Idaho Details
Justin Samples CRPC®, AWMA®'s Ameriprise Financial Services, Inc. Experience February 2013 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2013 - Present
Ameriprise Financial  March 2009 - February 2013
Ameriprise Financial  March 2005 - March 2009
Ameriprise Financial Services, Inc.   April 2005 - October 2006
Linfield College  August 2001 - May 2005

Education
Linfield College   2001 — 2005
Bachelor of Arts, Finance

Linfield College   2001 — 2005
Bachelor of Arts (B.A.), Finance, General

Ethel Lopez Ethel Lopez Placentia, California Details
Ethel Lopez's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job Registered Sales at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
CML Wealth Management   October 2011 - August 2013
Wells Fargo Advisors  January 1993 - May 2011

Skills
Wealth Management, Mutual Funds, Portfolio Management, Retirement, Financial Planning, Series 63, Equities, Insurance, Fixed Income, Financial Advisory, Investment Strategies, Finance

Education
Liberty University   1987 — 1991
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude

Tammy Crum Tammy Crum Spokane, Washington Area Details
Tammy Crum's Ameriprise Financial Services, Inc. Experience September 2008 - Present
Job Administrative Assistant to Kevin K. Betz,CFP, CRPC, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2008 - Present
Installer Parts Headquarters (IPH)   2006 - 2008
Ameriprise Financial Services, Inc.   February 1999 - August 2006
Spokane Foot Clinic, PS   August 1985 - July 1998

Skills
Relationship Management, Marketing, Recruiting, Insurance, Finance, Microsoft Excel, Outlook, Microsoft Office, Mutual Funds, Employee Benefits, Process Improvement, Team Building, Loans

Education
Spokane Falls Community College   2008 — 2008
General Studies

Lewis-Clark State College   1978 — 1979
General Studies

Eastern Washington University   1977 — 1978
General Studies

Hasham Toor Hasham Toor Tampa/St. Petersburg, Florida Area Details
Hasham Toor's Ameriprise Financial Services, Inc. Experience February 2014 - September 2014
Job Strategic Product Planner at Ositech Communications Inc
Industry Program Development
Experience
Ositech Communications Inc   January 2015 - Present
Ameriprise Financial Services, Inc.   February 2014 - September 2014
Merrill Lynch  January 2013 - January 2014
Ositech Communications Inc   June 2013 - August 2013

Skills
International..., Policy Analysis, Politics, Qualitative Research, Research, Public Policy, Economics, Business Strategy, Microsoft Office, Project Management, International Relations, Report Writing, Management, Strategic Planning, Microsoft Excel, Business Planning, Entrepreneurship, Financial Analysis, Marketing, Strategy, Policy, Program Evaluation, Public Speaking, Economic Development, Nonprofits, Microsoft Publisher, Microsoft Word, PowerPoint, Web Content Management, Business Analysis, Global Business Planning, Sustainability, Product Development, Product Design, Diplomacy, Blue Ocean Strategy, Bootstrapping, Website Updating, Creative..., Creativity, Leadership, Analysis, Teamwork, Feasibility Studies

Education
University of South Florida   2013 — 2014
Master of Science (M.Sc.), Entrepreneurship in Applied Technologies, 3.90 GPA

Lahore University of Management Sciences   2006 — 2011
Bachelor of Science (BSc), Political Science, International Relations, Economics, (Hons.)

St. Marys Academy   1998 — 2006

Coursera

Brandon Jochim Brandon Jochim Portland, Oregon Area Details
Brandon Jochim's Ameriprise Financial Services, Inc. Experience January 2001 - Present
Job Private Wealth Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2001 - Present

Education
Linfield College   1998 — 2000
Bachelor's Degree, Business Administration and Management, General

Suzanne Dube Suzanne Dube Hingham, Massachusetts Details
Suzanne Dube's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Hornor Townsend & Kent  October 2012 - July 2013
OneAmerica Financial Partners Inc.  December 2011 - October 2012
Park Row Associates   October 2005 - January 2007
MA Business Association   November 1990 - October 2005

Education
Suffolk University - Sawyer School of Management   2006 — 2007
Master of Business Administration (MBA), Business

Lesley University   1999 — 2002
Bachelor's degree, Business Administration and Management, General

Thomas Bradshaw, CFP® Thomas Bradshaw, CFP® Center Valley, Pennsylvania Details
Thomas Bradshaw, CFP®'s Ameriprise Financial Services, Inc. Experience May 2010 - Present
Job Branch Manager at Ameriprise Financial Services Inc., Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2010 - Present
Ameriprise Financial Services, Inc.   November 2005 - Present

Education
Lehigh University - College of Business and Economics   2001 — 2005
B.S., Finance

Wyoming Seminary College Preparatory School   1998 — 2001

Jason Erwin Jason Erwin Sherwood, Oregon Details
Jason Erwin's Ameriprise Financial Services, Inc. Experience June 2011 - September 2011
Job Fisher Investments
Industry Financial Services
Experience
Fisher Investments  March 2014 - Present
Fisher Investments  August 2012 - March 2014
Ameriprise Financial Services, Inc.   June 2011 - September 2011
City of Sherwood  June 2008 - August 2010

Skills
Finance, Microsoft Office, Team Leadership, Time Management

Education
Linfield College   2008 — 2012
Bachelor of Science, Economics and Finance; accounting

Roger Folkema Roger Folkema Greater Detroit Area Details
Roger Folkema's Ameriprise Financial Services, Inc. Experience March 2008 - Present
Job Financial Advisor, Ferhadson & Associates, a Private Wealth Financial Advisory Practice of Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2008 - Present

Education
Lawrence Technological University   1985 — 1989
BSBA, Finance, Accounting

Steven McDonald Steven McDonald Greater Chicago Area Details
Steven McDonald's Ameriprise Financial Services, Inc. Experience June 2014 - September 2015
Job Operations Trader at 3Red Trading
Industry Financial Services
Experience
3Red Trading   October 2015 - Present
Ameriprise Financial Services, Inc.   June 2014 - September 2015
Infinium Capital Management  September 2002 - November 2013
Macquarie Bank  1998 - 2002
Bankers Trust  1998 - 1999

Education
Lake Forest College   1994 — 1998
Bachelor of Arts (BA)

Cypress Lake High School   1990 — 1994

Ben Kahle Ben Kahle Lynchburg, Virginia Area Details
Ben Kahle's Ameriprise Financial Services, Inc. Experience May 2013 - August 2013
Job Strategic Planning at Fincastle Property Partners, LLC
Industry Real Estate
Experience
Fincastle Property Partners, LLC   January 2015 - Present
Long & Foster Companies  August 2014 - Present
Ameriprise Financial Services, Inc.   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Analysis, Leadership, Event Planning, Team Building, Marketing

Education
Liberty University   2012 — 2015
"BS", Business Administration and Entrepreneurship

Lenawee Christian

Amanda Petri, CLF®, CRPC, FIC Amanda Petri, CLF®, CRPC, FIC Greater Minneapolis-St. Paul Area Details
Amanda Petri, CLF®, CRPC, FIC's Ameriprise Financial Services, Inc. Experience 2002 - 2007
Job Talent Management Leadership at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  2013 - Present
Thrivent Financial  2012 - 2013
Thrivent Financial for Lutherans  2007 - 2012
Ameriprise Financial  2003 - 2007
Ameriprise Financial Services, Inc.   2002 - 2007

Skills
Retirement Planning, Retirement, Estate Planning, Financial Advisory, Recruiting, Disability Insurance, Leadership, Financial Services, Asset Management, Small Business, Series 7, Fixed Annuities, Change Management, Uniform Combined State..., Finance, Talent Management, Project Planning, Wealth Accumulation, Wealth Management, Strategic Financial..., Life Insurance, Curriculum Design, Team Leadership, Leadership Development, Situational Leadership, Coaching, Personal Financial..., Sales Management, People Development, Financial Planning

Education
Lewis and Clark College   1998 — 2001

Valerie Schmidt, CFP®, ChFC®, CFS Valerie Schmidt, CFP®, ChFC®, CFS Honolulu, Hawaii Details
Valerie Schmidt, CFP®, ChFC®, CFS's Ameriprise Financial Services, Inc. Experience 1997 - Present
Job An Ameriprise Platinum Financial Services® Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1997 - Present
Ameriprise Financial Services, Inc.   January 2000 - June 2003

Education
Lewis and Clark College   1990 — 1994
BA, Business

Mid-Pacific Institiute   1984 — 1990

Tabitha Estes Tabitha Estes Sugar Land, Texas Details
Tabitha Estes's Ameriprise Financial Services, Inc. Experience February 2009 - Present
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2009 - Present
A. G. Edwards & Sons, Inc   January 2001 - February 2009
Morgan Stanley  2000 - 2001

Education
Lee College

Ross S Sterling

Aditi Jhanwar Aditi Jhanwar San Francisco Bay Area Details
Aditi Jhanwar's Ameriprise Financial Services, Inc. Experience June 2015 - August 2015
Job Field Intern at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - August 2015
Kate Spade & Company  March 2014 - August 2014
OMKAR Solutions Inc.   September 2011 - July 2014
Expert Quote Insurance   June 2013 - August 2013
City of Pleasanton  April 2011 - May 2012

Skills
Photography, Social Media, Teaching, Social Media Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Editing, Public Speaking, Strategic Planning, Negotiation, Journalism, Microsoft Office, Event Planning, Marketing, Marketing Strategy, Leadership, Market Research

Education
University of Southern California   2014 — 2016
Bachelor's Degree, Business Administration and Management, Transfer GPA: 3.8

Las Positas College   2012 — 2014
Business Administration

Foothill High School   2008 — 2012
High School Diploma, Diploma

Lori Houck Lori Houck Clinton, Tennessee Details
Lori Houck's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Retired Business Technology Instructor, Anderson County Schools
Industry Education Management
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Anderson County Schools  August 1976 - June 2011

Education
The University of Tennessee   1978 — 1981
Master's degree, Vocational Business/Vocational-Industrial Program

Lincoln Memorial University   1974 — 1976
Bachelor's degree, Business Administration and Management, General

CHARLES Brancato, CFP® CHARLES Brancato, CFP® Greater New York City Area Details
CHARLES Brancato, CFP®'s Ameriprise Financial Services, Inc. Experience June 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2000 - Present

Education
Long Island University, C.W. Post Campus   1997 — 2000
Certified Financial Planner

Queens College

Serge Sarandinaki Serge Sarandinaki Washington, District Of Columbia Details
Serge Sarandinaki's Ameriprise Financial Services, Inc. Experience January 2010 - May 2010
Job Young Professional & GW Graduate Student
Industry Legal Services
Experience
Steptoe & Johnson LLP  July 2013 - Present
Capitol Partners, Inc.   May 2013 - July 2013
United States Senate  January 2012 - April 2012
Wide Bridge, Inc.   July 2011 - August 2011
U.S. House of Representatives   July 2010 - August 2010
Ameriprise Financial Services, Inc.   January 2010 - May 2010

Skills
Microsoft Office, Leadership Development, Team Management, Creative Problem Solving, Policy Analysis, International Relations, SPSS, Research, Foreign Policy, Event Planning, PowerPoint, Editing, Politics, Microsoft Excel, Public Speaking, Project Management, Public Policy, Intercultural..., Data Analysis, Teamwork, Qualitative Research, Policy, Event Management, Training, Leadership, Microsoft Word, Russian, Proposal Writing, Spanish, International..., Public Relations

Education
The George Washington University   2014 — 2016
Master's of Professional Studies, Strategic Public Relations

American University   2009 — 2012
School of International Studies, International/Global Studies

USMC Officer Candidate School   2010 — 2010
Military and Strategic Leadership

Long Island University, C.W. Post Campus   2008 — 2009

James Kirschner James Kirschner Jacksonville, Florida Details
James Kirschner's Ameriprise Financial Services, Inc. Experience December 2010 - Present
Job Branch Manager at LPL Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2010 - Present
Ameriprise Financial Services, Inc.   December 2010 - Present

Skills
Investment Advisory...

Education
LIU Brooklyn   1970 — 1972
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration and Management, General

Brigitte Vandeberg Brigitte Vandeberg Livermore, California Details
Brigitte Vandeberg's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Military
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Ameriprise Financial, Wilusz and Associates   July 2013 - Present
US Army  January 2010 - May 2014
Chateau St. Jean Winery  August 2009 - November 2009
St. Francis Winery & Vineyards   July 2008 - October 2008
Ledson Winery  September 2004 - February 2008
Sandpiper Restaurant   November 2002 - November 2003

Skills
Dance, Supply, Office Management, Leadership, Food & Beverage, Nutrition, Team Building, Inventory Management, Customer Service, Marketing Strategy, Event Planning, Microsoft Office, Food, Microsoft Word, Sales, Management, Social Media, Microsoft Excel

Education
Las Positas College   2013 — 2015
Associate’s Degree, Business Administration

Santa Rosa Junior College   2002 — 2009
Associate of Science (A.S.), Wine Evaluation & Enology

Santa Rosa Junior College   2002 — 2008
Associate of Arts (A.A.), Mathematics

UC Berkeley   1999 — 2002
Bachelor of Arts (B.A.), Dance

Jose Pichardo, CRPC® Jose Pichardo, CRPC® Greater New York City Area Details
Jose Pichardo, CRPC®'s Ameriprise Financial Services, Inc. Experience 2006 - Present
Job Financial Advisor, Chartered Retirement Planning CounselorSM at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2006 - Present

Education
LIU Brooklyn   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Andy Jamison Andy Jamison Portland, Oregon Area Details
Andy Jamison's Ameriprise Financial Services, Inc. Experience November 1999 - September 2009
Job Helping people retire in style since 1999 Financial Planner and Investment Manager
Industry Financial Services
Experience
Main Avenue Financial Services, LLC   September 2009 - Present
Ameriprise Financial Services, Inc.   November 1999 - September 2009

Skills
Budgets, Life Coaching, Financial Advisory, Strategic Financial..., Personal Finance, Financial Goals, 401k, Investment Management, Retirement Planning, Investment Advisory, Wealth Management

Education
Linfield College   1990 — 1994
BA, Business, Emphasis in Finance and Economics

Linfield College   1990 — 1994
Bachelor of Arts (B.A.), Business, Emphasis Finance and Economics

Charles Schreiber Charles Schreiber Phoenix, Arizona Area Details
Charles Schreiber's Ameriprise Financial Services, Inc. Experience 2011 - November 2012
Job SAS Professional
Industry Financial Services
Experience
American Express  February 2014 - October 2014
American Express  February 2013 - February 2014
Ameriprise Financial Services, Inc.   2011 - November 2012
Ameriprise Financial  2009 - 2011
Ameriprise Financial Services, Inc.   2005 - 2009
American Express  2003 - 2005
NDCHealth  1996 - 2003
Trilogy Consutling   1995 - 1996
Indecon Solutions  1994 - 1995
American Hospital Association  1985 - 1994

Skills
SAS Administration, SAS Management Console, SAS Data Integration..., SAS Enterprise Guide, SAS programming, SAS Macro, Unix, SAS, Analytics, Business Intelligence, Data Warehousing, Databases, Statistics, SQL, Access, Program Management, SAS Programming, Business Analysis

Education
Lake Forest Graduate School of Management   1993 — 1996
MBA, Business Management

University of Phoenix
Certificate, Project Management

Southern Illinois University, Carbondale   1979 — 1983
B.A., Mathematics

Jonathan Blakelock Jonathan Blakelock Houston, Texas Area Details
Jonathan Blakelock's Ameriprise Financial Services, Inc. Experience July 2013 - Present
Job CFP®, APMA®, MBA
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   July 2013 - Present
Blakelock Financial Group   July 2013 - Present
Edward Jones  February 2007 - July 2013
Citigroup Institutional Consulting   2006 - 2007
VALIC Financial Advisors  2001 - 2006

Education
University of Houston, C.T. Bauer College of Business   2005 — 2008
MBA, Finance

Lamar University   1994 — 1998
BBA, Finance

Lamar University   1994 — 1998
BBA, Accounting

College for Financial Planning
Certified Financial Planner

Anthony J. Chirchirillo, CFP®, CRPC® Anthony J. Chirchirillo, CFP®, CRPC® Greater Philadelphia Area Details
Anthony J. Chirchirillo, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience July 2001 - September 2008
Job Group Vice President
Industry Financial Services
Experience
McAdam Financially Advanced™  November 2008 - Present
ING Financial Partners  October 2008 - October 2014
Ameriprise Financial Services, Inc.   July 2001 - September 2008

Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Financial Advisory, Financial Planning, Asset Allocation, Estate Planning, Investments, Asset Management, Investment Strategies, Series 63

Education
La Salle University   1997 — 2001
Bachelor's degree, Finance and Risk Management

J T Johnson J T Johnson Raleigh-Durham, North Carolina Area Details
J T Johnson's Ameriprise Financial Services, Inc. Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
UBS Wealth Management  January 2005 - November 2010
Wachovia Securities  January 1998 - January 2005
Cambrex Corporation  September 1982 - November 1996
Gibson Guitar  November 1995 - July 1996

Education
New York University   1985 — 1988
Master of Business Administration (MBA), Management

Lafayette College   1977 — 1981
Bachelor of Science (BS), Chemical Engineering

Christopher Cabri Christopher Cabri Greenwood, South Carolina Details
Christopher Cabri's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1996 - Present

Education
Lander University

The American College

The Citadel
MBA

Jennifer Filocomo Jennifer Filocomo Greater New York City Area Details
Jennifer Filocomo's Ameriprise Financial Services, Inc. Experience October 1991 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.CRPS, CRPC, APMA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1991 - Present
Sumitomo Ltd   1981 - 1984
First Chicago  March 1981 - April 1982

Education
Stony Brook University   1981 — 1982
ba, fine arts

LIU Post   1979 — 1981
BA, Management

Long Island University, C.W. Post Campus   1976 — 1980
BAfa, Managment in Fine Arts

Stony Brook University   1978 — 1979
ba, psychology

Daniel Liehr Daniel Liehr Kalamazoo, Michigan Area Details
Daniel Liehr's Ameriprise Financial Services, Inc. Experience June 1998 - Present
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1998 - Present

Education
Lake Forest Graduate School of Management   1988 — 1991
MBA, Finance

University of Illinois   1969 — 1974
BS,MS, Science

Forman High School   1965 — 1969
HS, College Prep

Howard Meyers, JD, CFP Howard Meyers, JD, CFP Charlotte, North Carolina Area Details
Howard Meyers, JD, CFP's Ameriprise Financial Services, Inc. Experience April 2009 - October 2014
Job Vice President, Coastline Wealth Management
Industry Investment Management
Experience
Coastline Wealth Management   October 2014 - Present
Ameriprise Financial Services, Inc.   April 2009 - October 2014
Merrill Lynch  October 2002 - April 2009
Prudential Securities  January 2000 - October 2002

Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning

Education
Villanova University School of Law   1982 — 1985
J.D., Corporate Finance

Lehigh University - College of Business and Economics   1978 — 1982
B.S., Finance

Nathan Holman Nathan Holman Phoenix, Arizona Area Details
Nathan Holman's Ameriprise Financial Services, Inc. Experience January 2006 - December 2008
Job Senior Strategic Sourcing Leader & Consultant
Industry Management Consulting
Experience
Holman Group Consulting   March 2009 - Present
CareFusion  March 2012 - September 2015
American Express  2004 - 2009
Ameriprise Financial Services, Inc.   January 2006 - December 2008
American Express  2002 - 2004
American Express  2000 - 2002
American Express  1998 - 2000
American Express  1997 - 1998
Ford Motor Company - Geometric Results   1995 - 1997
MAR RIZ Group   1993 - 1995

Skills
Strategic Sourcing, Cross-functional Team..., Business Process..., Vendor Management, Strategy, Procurement, Six Sigma, Global Sourcing, Management, Spend Analysis, Supply Management, Leadership, Operations Management, Business Process..., Business Transformation, Risk Management, E-procurement, Strategic Partnerships, Purchasing, Mergers & Acquisitions, Contract Management, Contract Negotiation, BPO, Supply Chain Management, Outsourcing, Logistics, Strategic Planning, Business Strategy, Real Estate, Supply Chain, Consulting, Operational Excellence, SDLC, Intellectual Property, Team Leadership, Process Excellence, Hedging, Ariba, SAP, Telecommunications, Process Improvement, Program Management, Sourcing

Education
Southampton Solent University   1992 — 1995
Diploma, Business Administration

Colchester Institute   1990 — 1992
Associate's degree, Diploma - Business & Finance

Colchester Institute   1988 — 1990
Associate's degree - Advanced City & Guilds, Metallurgical Engineering, Sheet Metal Fabrication & Manufacturing

Le Cordon Bleu College of Culinary Arts-Scottsdale   2011 — 2012
Culinary Arts, 3.9 GPA

Anthony Sciuto Anthony Sciuto Greater New York City Area Details
Anthony Sciuto's Ameriprise Financial Services, Inc. Experience July 2014 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2014 - Present
American Portfolios  December 2008 - July 2014

Education
Long Island University, C.W. Post Campus   1986 — 1990
Economics

Vincent Allard Vincent Allard Greater Boston Area Details
Vincent Allard's Ameriprise Financial Services, Inc. Experience September 2007 - December 2010
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  March 2013 - Present
Munroe Morrow Wealth Management   September 2007 - December 2012
Ameriprise Financial Services, Inc.   September 2007 - December 2010
Atlas Distributing Inc  May 2005 - September 2007

Skills
Retirement Planning, Protection..., Estate Planning, Education Funding, Investments, Retirement, Tax, Saving for Education, Strategic Financial..., Wealth Management, Fixed Annuities, Long-term Care, 401k Rollovers, IRAs, College Savings Plans, Financial Advisory, Wealth Accumulation, Mutual Funds, Asset Allocation, Finance, Customer Service, Insurance

Education
Lasell College   2004 — 2008
B.S., Finance

Lasell College   2004 — 2008
Bachelor of Science, Finance

Amy Collier Garrison, CFP(R) Amy Collier Garrison, CFP(R) Greenville, South Carolina Area Details
Amy Collier Garrison, CFP(R)'s Ameriprise Financial Services, Inc. Experience September 2014 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
National Financial Partners  May 2012 - September 2014
Elliott Davis Investment Advisors, LLC   April 2008 - May 2012
Waddell & Reed  August 2005 - April 2008

Education
University of South Carolina-Columbia   1997 — 1999
Bachelor's degree, Finance, General

Lander University   1995 — 1997
Bachelor's degree, Business Administration and Management, General

Matthew G Roesser Matthew G Roesser Greater Philadelphia Area Details
Matthew G Roesser's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Field Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present
Ameriprise Financial Services, Inc.   February 2009 - May 2012
Ameriprise Financial  February 2008 - January 2009
Ameriprise Financial Services, Inc.   August 2007 - January 2008
Prudential Financial  January 2007 - July 2007
Prudential Financial  January 2004 - December 2006
Prudential Financial  January 2000 - December 2003

Skills
Series 7, Series 66, Series 24, Finance, Long Term Care Insurance, Retirement Plan..., Salesforce.com, Change Management, Retirement Planning, Business Planning, Insurance, Uniform Combined State..., Defined Benefit, Small Business, Retirement, Term Life Insurance, Financial Services, Banking, Strategy, Wealth Management, Series 63, CRM, Mutual Funds

Education
La Salle University   2003 — 2005
MBA, Management

Temple University   2001 — 2003
MBA, Management

The George Washington University   2000 — 2001
PMP, Project Management

Seton Hall University   1993 — 1997
BA, Business Administration

Frank DiLorenzo Frank DiLorenzo Utica, Michigan Details
Frank DiLorenzo's Ameriprise Financial Services, Inc. Experience March 2008 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2008 - Present
Development Engineering Company   September 1997 - June 2006

Education
Walsh College of Accountancy and Business Administration   2007 — 2010
Master of Science (M.S.), Finance, General

Lawrence Technological University   1993 — 1997
Bachelor of Science (BS), Civil Engineering

Jake Lovelace, CFP®, CRPC® Jake Lovelace, CFP®, CRPC® Virginia Beach, Virginia Details
Jake Lovelace, CFP®, CRPC®'s Ameriprise Financial Services, Inc. Experience June 2005 - Present
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2005 - Present
Liberty Tax Service  May 2000 - June 2004

Education
Lee University   1995 — 2000
B.A., Business Administration

Aaron Bisbing Aaron Bisbing Greater Philadelphia Area Details
Aaron Bisbing's Ameriprise Financial Services, Inc. Experience September 2006 - July 2007
Job Scrum Product Owner at SEI
Industry Financial Services
Experience
SEI  June 2012 - Present
B.Braun Medical  September 2010 - December 2011
White Orchids   August 2007 - December 2010
Ameriprise Financial Services, Inc.   September 2006 - July 2007

Education
Lehigh University - College of Business and Economics   2009 — 2011
MBA, Finance

Penn State University   2002 — 2006
BS, Finance, Economics

Donnell Saunders Donnell Saunders Richmond, Virginia Area Details
Donnell Saunders's Ameriprise Financial Services, Inc. Experience October 2008 - October 2012
Job Financial Advisor at The Main Street Group LPL Financial
Industry Financial Services
Experience
The Main Street Group - LPL Financial   December 2012 - Present
BNI  2014 - 2014
BNI  2014 - 2014
Ameriprise Financial Services, Inc.   October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia   2008 - 2012
SunTrust Investment Services  September 2006 - September 2008
Merrill Lynch  February 2005 - September 2006
Altria  1996 - 2000
Altria  1996 - 2000
Altria  1996 - 2000

Education
Liberty University   1980 — 1984
BA

Steven Shimp, CFP®, ChFC® Steven Shimp, CFP®, ChFC® Greater Philadelphia Area Details
Steven Shimp, CFP®, ChFC®'s Ameriprise Financial Services, Inc. Experience July 2000 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2000 - Present

Education
Longwood University   1997 — 2000
BSBA, Economics

Christine Eaton Christine Eaton Minneapolis, Minnesota Details
Christine Eaton's Ameriprise Financial Services, Inc. Experience March 2015 - Present
Job Indirect Sourcing Leader, specializing in Technology, Marketing, Services and Business Process Outsourcing
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
General Mills  December 2014 - March 2015
General Mills  June 2012 - December 2014
General Mills  September 2010 - May 2012
General Mills  April 2005 - September 2010
General Mills  November 2001 - April 2005
The Pillsbury Company  April 2000 - November 2001
The Pillsbury Company  October 1998 - April 2000
The Pillsbury Company  August 1996 - October 1998
Hayes Chemicals   February 1994 - June 1995

Skills
Strategic Sourcing, Sourcing Category..., Business Process..., Supplier Negotiation, Cross-functional Team..., Supplier Relationship..., Continuous Improvement, Agency Relationship..., Project Management, Team Leadership, Change Management, Process Improvement, Supply Chain Management, Creative Strategy, Global Sourcing, Program Management, Competitive Analysis, Marketing Strategy, Forecasting, Negotiation

Education
Villanova University
Master Certificate, Commercial Contract Management

Leeds Metropolitan University
Business and Finance

Michael Dabrowski Michael Dabrowski Greater Philadelphia Area Details
Michael Dabrowski's Ameriprise Financial Services, Inc. Experience April 2006 - December 2006
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Merrill Edge  February 2014 - May 2015
Merrill Lynch  July 2009 - February 2014
Merrill Lynch  December 2006 - July 2009
Ameriprise Financial Services, Inc.   April 2006 - December 2006

Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning

Education
La Salle University   1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General

Camden Catholic High School   1995 — 1999

Kathryn LaFemina Kathryn LaFemina Greater Philadelphia Area Details
Kathryn LaFemina's Ameriprise Financial Services, Inc. Experience September 2013 - December 2013
Job NAV Ops Investment Accountant at BNY Mellon
Industry Accounting
Experience
BNY Mellon  February 2014 - Present
KTR Capital Partners  January 2014 - February 2014
Ameriprise Financial Services, Inc.   September 2013 - December 2013
EMI Music  August 2011 - November 2011
AMPD Group  January 2011 - April 2011
The Mushroom Festival, Inc.   June 2010 - August 2010

Skills
Press Releases, Customer Service, Time Management, PowerPoint, Microsoft Excel, Spanish, Budgets, Finance, Accounting, Financial Analysis, Public Speaking, Microsoft Office

Education
La Salle University   2014 — 2016
Master of Business Administration (MBA)

University of Pittsburgh   2012 — 2013
Bachelor of Science, Business Administration, Accounting

University of Pittsburgh   2007 — 2011
Bachelor of Science, Business Administration; Marketing; Economics

Avon Grove High School   2003 — 2007

Brendan Moleski Brendan Moleski Greater Philadelphia Area Details
Brendan Moleski's Ameriprise Financial Services, Inc. Experience June 2010 - October 2012
Job Institutional Trader at Capital Analysts
Industry Investment Management
Experience
Capital Analysts  June 2013 - Present
Valley Forge Asset Management  October 2012 - June 2013
Ameriprise Financial Services, Inc.   June 2010 - October 2012

Skills
Trading, Mutual Funds, Investments, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Wealth Management, Securities

Education
Lock Haven University of Pennsylvania   2006 — 2011
B.S., Business Administration: Finance & Economics

Liz Hinson Liz Hinson Katy, Texas Details
Liz Hinson's Ameriprise Financial Services, Inc. Experience February 2013 - January 2015
Job Firm Administrator at Hodgson CPA
Industry Accounting
Experience
Hodgson CPA   April 2015 - Present
Hodgson CPA   February 2015 - April 2015
Ameriprise Financial Services, Inc.   February 2013 - January 2015
The Limited  October 2014 - December 2014
Ruby Tuesday  April 2011 - September 2011
Redwood City Child Development Program   May 2010 - August 2010

Skills
Microsoft Office, Office Management, PowerPoint, Customer Service, Microsoft Word, QuickBooks, Invoice Processing, UltraTax CS, Practice CS, File Cabinet, Event Planning, Office Administration, Spreadsheets, Access, Data Entry, Event Management, Outlook, Translation, Checks, Appointment Scheduling, Mail Sorting, Thompson One, Client Liaison, Microsoft Excel, Spanish, Multitasking Skills, Phone Etiquette, Social Media Marketing, Dependable Team Player, Individual Work, Confidentiality, Superior Work Ethic, Organization, Texas Notary, Employee Training, Teamwork, Marketing, Accounts Receivable

Education
Lone Star College-CyFair   2014 — 2016
Associate's Degree, Business

University of Hawaii at Manoa   2009 — 2012
Candidate for a Bachelor's degree, Spanish

Eric C. McConnell, CFP®, AIF® Eric C. McConnell, CFP®, AIF® Atlanta, Georgia Details
Eric C. McConnell, CFP®, AIF®'s Ameriprise Financial Services, Inc. Experience May 2004 - August 2006
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research  May 2014 - Present
FSC Securities Corporation  January 2010 - May 2014
FSC Securities Corporation  November 2008 - January 2010
FSC Securities Corporation  December 2007 - November 2008
FSC Securities Corporation  October 2006 - December 2007
Ameriprise Financial Services, Inc.   May 2004 - August 2006
Bank of America Merrill Lynch  February 2004 - April 2004

Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds

Education
University of Georgia - Terry College of Business   2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program

Lee University   2002 — 2004
BA, Business Administration

Young Harris College   1999 — 2001
AS, Internaitonal Business

Shane Cardillo Shane Cardillo Greater Boston Area Details
Shane Cardillo's Ameriprise Financial Services, Inc. Experience January 2014 - Present
Job Paraplanner and Manager of Operations at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Watertown Savings Bank  May 2012 - January 2014
xtra xtra   February 2012 - May 2013
Boston Sports Then and Now   December 2012 - April 2013
Dick's Sporting Goods  2010 - April 2013
Tufts University Athletics   October 2012 - March 2013
Boys and Girls Club  February 2012 - April 2012
The Rivers School  September 2011 - December 2011
Reebok  May 2006 - January 2010
Kutcher's Sports Academy   June 2009 - August 2009

Skills
Customer Service, Finance, Marketing, Banking, Sales, Sports Communication, Coaching, Basketball, Sports Marketing, Teamwork, Training, Social Networking, Sports, Social Media, Sports Writing, Facebook, Event Planning, Sports Management, Market Research, Leadership, Microsoft Excel, Time Management, Social Media Marketing, Fundraising, Microsoft Office, Retail, Event Management, Public Speaking, Investments, Sports Journalism, Portfolio Management, Financial Planning, Series 7, Retirement Planning

Education
Lasell College   2008 — 2012
Bachelor of Science (BS), Sport Management

Monument Mountain Regional High School   2004 — 2008

David Hershman, AAMS® David Hershman, AAMS® Tampa/St. Petersburg, Florida Area Details
David Hershman, AAMS®'s Ameriprise Financial Services, Inc. Experience October 2011 - November 2014
Job LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2014 - Present
Ameriprise Financial Services, Inc.   October 2011 - November 2014
Edward Jones Investments  October 2006 - October 2011

Education
The University of Tennessee at Chattanooga   2000 — 2002

Lambuth University   1998 — 2000

Dganit (Dee) Raviv, MBA Dganit (Dee) Raviv, MBA Greater New York City Area Details
Dganit (Dee) Raviv, MBA's Ameriprise Financial Services, Inc. Experience September 2004 - November 2012
Job Director, Talent Strategy & Planning at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System  August 2015 - Present
North Shore-LIJ Health System  June 2014 - Present
North Shore-LIJ Health System  November 2012 - June 2014
Ameriprise Financial Services, Inc.   September 2004 - November 2012
American Express  September 1999 - June 2004
Israeli Navy  January 1992 - January 1994

Skills
Business Planning, Strategic Planning, Financial Management, Financial Planning, Investments, Reporting & Analysis, Financial Analysis, PowerPoint, Managerial Finance, Strategic Financial..., Forecasting, Operations Management, Leadership, Analysis, Budgets, Program Management, Project Management, Change Management, Business Development, Human Resources, Accounting

Education
Frank G. Zarb School of Business, Hofstra University   2010 — 2012
EMBA, Business Administration

Long Island University, C.W. Post Campus   1994 — 1999
Bachelor of Science, Business Management Administration

Dan Cussen Dan Cussen Syracuse, New York Area Details
Dan Cussen's Ameriprise Financial Services, Inc. Experience 2010 - Present
Job Region Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2010 - Present
Ameriprise Financial  April 1999 - Present

Skills
Leadership Development, Leadership, Series 63, Series 7, Financial Advisory, Retirement Planning, Wealth Management, Recruiting, Strategy, Strategic Financial...

Education
Le Moyne College   1993 — 1998
BA, Biology, Business

Christopher K. Tong, MBA , CRPC® , RFC® Christopher K. Tong, MBA , CRPC® , RFC® Greater New York City Area Details
Christopher K. Tong, MBA , CRPC® , RFC®'s Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2003 - Present
Tong Investment Trust   September 2001 - Present
American International Group  July 1996 - June 2000
AIG  1992 - 2000
American International Group  June 1994 - June 1996
American International Group  February 1982 - June 1994

Skills
Investments, Retirement Planning, Retirement, Estate Planning, Wealth, Small Business, Tax, Management, Financial Analysis, Series 7, Financial Risk, Risk Management, Cash Management, Finance, Wealth Management

Education
LIU Post   1977 — 1981
MBA, Finance & International Business

LIU Post   1973 — 1981

H. David Whalen H. David Whalen Kansas City, Missouri Area Details
H. David Whalen's Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2005 - Present
Jazz District Redevelopment Corporation   2003 - 2005
Central Bank of Kansas City  1998 - 2003

Education
Lincoln University (MO)
Bachelor of Business Administration, Business

JON D. GREENE JON D. GREENE Greater Minneapolis-St. Paul Area Details
JON D. GREENE's Ameriprise Financial Services, Inc. Experience January 2008 - March 2009
Job VP, Customer Success at Insite Software | B2B eCommerce Software
Industry Computer Software
Experience
Insite Software  July 2013 - Present
SAP  December 2011 - June 2013
Jobs2web  March 2009 - December 2011
Ameriprise Financial Services, Inc.   January 2008 - March 2009
Ameriprise Financial Services, Inc.   March 2006 - January 2008
J. Walter Thompson Worldwide  2002 - 2006
J. Walter Thompson Worldwide  1996 - 2002
TMP Worldwide  1993 - 1996

Skills
Strategy, CRM, SaaS, Cross-functional Team..., Start-ups, Enterprise Software, Leadership, Account Management, Analytics, B2B, Sales, Customer Success, Integrated Marketing, Cloud Computing, Salesforce.com, Business Development, Marketing, New Business Development, Value Creation, Voice of the Customer, Strategic Planning, Change Management, Training, Customer Insight, Customer Engagement, Customer Retention, Customer Satisfaction, Solution Selling, Value Selling, Marketing Strategy, Digital Marketing, Digital Strategy, Net Promoter Score, Customer Experience, E-commerce

Education
Lawrence University   1989 — 1993
Bachelor of Arts (B.A.)

Beth Deal Beth Deal Hickory, North Carolina Details
Beth Deal's Ameriprise Financial Services, Inc. Experience October 1992 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1992 - Present

Skills
Financial Advisory, Investments, Insurance, Estate Planning, Women Financial Planning, Retirement Planning, Tax Planning

Education
Lenoir-Rhyne University

Roger Moss Roger Moss Greater New York City Area Details
Roger Moss's Ameriprise Financial Services, Inc. Experience December 2008 - Present
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   December 2008 - Present
Banc of America Investment Services, Inc.   July 1991 - November 2008
Quick & Reilly  1991 - 2001

Education
New York University - Leonard N. Stern School of Business   1993 — 1997
MBA, Finance / Management

Lehigh University   1986 — 1991
Bachelor's degree, Finance and Computer Science

Pascack Valley High School   1982 — 1986

Christian Pasto Christian Pasto Spencer, New York Details
Christian Pasto's Ameriprise Financial Services, Inc. Experience May 2012 - August 2014
Job Senior Personal Banker at Citizens Bank
Industry Investment Management
Experience
Citizens Bank  June 2015 - Present
Quarry View Construction   August 2014 - June 2015
Ameriprise Financial Services, Inc.   May 2012 - August 2014
Ameriprise Financial Services, Inc.   August 2012 - May 2013
Jayz Auto   May 2009 - August 2011

Skills
Marketing, Customer Service, Investments, Finance, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Time Management, Social Networking, Critical Thinking, Social Media Marketing, Team Leadership, Teamwork, Marketing Strategy, Leadership Development, Recruiting, Team-oriented, Team Building, Spreadsheets, Campaigns, Strategic Financial..., Financial Advisory, Leadership, CRM, Strategy, Management

Education
Liberty University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning

Liberty University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics

Liberty University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Liberty University   2011 — 2013
Associate of Arts (A.A.), Government

Emerging Technologies LLC Emerging Technologies LLC Manitowoc, Wisconsin Details
Emerging Technologies LLC's Ameriprise Financial Services, Inc. Experience 2001 - 2010
Job Functional Test Systems Manufacturer at Emerging Technologies LLC
Industry Industrial Automation
Experience
Emerging Technologies LLC   September 1999 - Present
Ameriprise Financial Services, Inc.   2001 - 2010
Ameriprise Financial Services, Inc.   2001 - 2010

Skills
Functional Testing, life cycle test, production testing, End of line testing, Test Fixture design and..., test bench design and..., NI LabVIEW, NI, Manufacturing, Instrumentation, Testing, Automation, Engineering Management, Electrical Engineering, Electronics, Test Automation, Quality Assurance, ISO, Test Engineering, Process Improvement, Labview, Root Cause Analysis, SPC, Test Equipment, Embedded Systems, Six Sigma, DMAIC, Troubleshooting, PCB design, Product Development, FMEA, Process Engineering, Design for Manufacturing, Manufacturing..., Continuous Improvement

Education
Milwaukee School of Engineering   2001 — 2005
BA Electrical Engineering

UWEC   1987 — 1992

Martin Luther College

UWSP
BA Secondary ED/ Math/German

Wayne State University

Lakeland College   2010 — 2011
Bachelor of Business Administration (B.B.A.)

Michael Aquilino, CFP® Michael Aquilino, CFP® Cleveland/Akron, Ohio Area Details
Michael Aquilino, CFP®'s Ameriprise Financial Services, Inc. Experience 2007 - 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
Charles Schwab  2009 - 2012
PNC  2008 - 2009
Ameriprise Financial Services, Inc.   2007 - 2008

Skills
Certified Financial..., Wealth Management, Retirement Planning

Education
Liberty University   2004 — 2008
Bachelor of Science (BS)

Drew Goellner Drew Goellner Saint Charles, Missouri Details
Drew Goellner's Ameriprise Financial Services, Inc. Experience May 2010 - August 2010
Job Sales Manager
Industry Printing
Experience
Goellner Printing   February 2013 - Present
Insight Global  August 2012 - January 2013
The Walt Disney Company  February 2011 - August 2011
Ameriprise Financial Services, Inc.   May 2010 - August 2010
College Works Painting  March 2009 - June 2009

Skills
Goal Oriented, Time Management, Entrepreneurship, Team Building, Interpersonal..., Proactivity, Creativity, Forward Thinking, Highly Dedicated, CRM, Entrepreneur, Interpersonal..., Interviews, Illustrator, 3D Printing, SketchUp 3D Design, Premiere Pro, Customer Service, Microsoft Excel, Management, Product Development, WordPress, Prestashop

Education
University of Missouri-Columbia   2008 — 2012
Bachelor of Science (BS), Business Entrepreneurship

Lindenwood University

Shelli McGehee Gray Shelli McGehee Gray Charlotte, North Carolina Area Details
Shelli McGehee Gray's Ameriprise Financial Services, Inc. Experience October 2013 - February 2014
Job Marketing Consultant
Industry Marketing and Advertising
Experience
The Bookstore & More   October 2012 - Present
Ameriprise Financial Services, Inc.   October 2013 - February 2014
Upper Palmetto YMCA  February 2009 - August 2013

Skills
Customer Service, Public Relations, Event Management, Microsoft Office, Social Media Marketing, Nonprofits, Event Planning, Marketing Communications, Fundraising, Public Speaking, Marketing, Social Media, Social Networking, Advertising, Sales

Education
Lander University

Cavett Cooper, CFP(R), MBA Cavett Cooper, CFP(R), MBA Huntsville, Alabama Area Details
Cavett Cooper, CFP(R), MBA's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
Southeastern Financial Group, LLC   June 2010 - February 2011
Merge Healthcare / AMICAS / Emageon   September 2005 - June 2010
JH Ranch  August 2004 - August 2005
Leadership Center East   October 2001 - July 2004

Education
Lipscomb University   1999 — 2000
MBA, Leadership, Non-Profit

Pepperdine University   1995 — 1999
BA, Organizational Communication

Edward Forker Edward Forker Greater New York City Area Details
Edward Forker's Ameriprise Financial Services, Inc. Experience June 2011 - September 2014
Job Maserati Sales Specialist at Miller Motorcars
Industry Financial Services
Experience
Miller Motorcars Sales   January 2015 - Present
Ameriprise Financial Services, Inc.   June 2011 - September 2014
Self Employed  October 2006 - December 2010
Westchester Indoor Tennis Club   June 1999 - September 2006

Skills
Series 7, Retirement Planning, Asset Managment, Investment Advisory, Investments, Strategic Financial..., Wealth Management, Financial Advisory, Equities, Valuation, Fixed Income, Financial Services, Securities, Finance, Hedge Funds, Financial Modeling, Asset Management, Financial Planning

Education
SUNY Purchase   2011 — 2014
Bachelor's Degree, Economics

Lehigh University   2002 — 2005
English, Economics

Trinity-Pawling School   1999 — 2002

Irvington High School   1998 — 1999

Aimee Daigle Aimee Daigle Beaumont/Port Arthur, Texas Area Details
Aimee Daigle's Ameriprise Financial Services, Inc. Experience July 2012 - Present
Job Client Relationship Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Satre Financial Group, Inc.   June 2010 - July 2012
JPMorgan Chase  August 2006 - June 2010
Enterprise Rent-A-Car  August 2004 - August 2006
SouthTrust Bank  March 2003 - June 2004
Boy Scouts of America  March 2001 - March 2003

Skills
Series 7, Life Insurance, Investments, Mutual Funds, Finance, Insurance, Loans, Estate Planning, Microsoft Word, Mortgage Lending, Employee Benefits

Education
Lamar University   1996 — 2000
Bachelor of Science, Communication

Charles McClure Charles McClure Charlotte, North Carolina Area Details
Charles McClure's Ameriprise Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2003 - Present
Mar-Mac Services   August 1992 - April 2002

Education
University Florida   1979 — 1981
Bachelor Science, Advertising/Marketing

Lees-McRae College   1977 — 1978
Associate of Arts (AA)

Michael D Kotila, CFP Michael D Kotila, CFP Greater Minneapolis-St. Paul Area Details
Michael D Kotila, CFP's Ameriprise Financial Services, Inc. Experience June 2003 - October 2013
Job President of Financial Planning at Olson Wealth Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2003 - October 2013

Skills
Retirement Planning, Customer Service, Estate Planning, Series 7, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Series 63

Education
Lehigh University - College of Business and Economics   1999 — 2003
BS, Finance & English

Jeff Musiker Jeff Musiker Myrtle Beach, South Carolina Area Details
Jeff Musiker's Ameriprise Financial Services, Inc. Experience March 2011 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2011 - Present
AG Edwards, Wachovia Financial, Wells Fargo Advisors   October 1991 - Present

Education
LIU Post   1963 — 1967
liberal arts, Psychology

Cynthia Abernathy-Rinck, MBA Cynthia Abernathy-Rinck, MBA Greater St. Louis Area Details
Cynthia Abernathy-Rinck, MBA's Ameriprise Financial Services, Inc. Experience August 2004 - Present
Job Client Service Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2004 - Present
Fru-Con Construction  September 1994 - July 1996
Electronic Data Systems  May 1992 - August 1994
General Dynamics Services Company  May 1987 - March 1992

Skills
Account Management, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Marketing, Social Media, Financial Planning, Time Management, Social Networking, Event Management, Fundraising

Education
Lindenwood University   1991 — 1998
Master of Business Administration (M.B.A.), 4.0

Lindenwood University   1988 — 1991
Bachelor of Arts (B.A.), Business and Marketing, 3.875/4.0

Valerie Halstead Valerie Halstead Orlando, Florida Details
Valerie Halstead's Ameriprise Financial Services, Inc. Experience September 2015 - Present
Job Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Hospitality
Experience
Ameriprise Financial Services, Inc.   September 2015 - Present
Universal Orlando Resort  April 2014 - Present
Universal Orlando Resort  January 2012 - April 2014
Synetic Theater  August 2010 - August 2011

Skills
Theatre, Entertainment, Stage Management, Schedules, Theatre Management, Budgets, Administrative..., Microsoft Office

Education
Valencia College   2012 — 2013
Teaching Certification, Secondary Education and Teaching

Lock Haven University of Pennsylvania   2004 — 2008
Bachelor of Fine Arts (B.F.A.), Theatre/Theatre Arts Management

Bob Stroble Bob Stroble Easton, Pennsylvania Details
Bob Stroble's Ameriprise Financial Services, Inc. Experience May 2006 - December 2007
Job Managing Director of Sales and Marketing
Industry Insurance
Experience
F and G Agency - "Advice Based Quality Service"   October 2013 - Present
Easton Area School District  August 2009 - Present
F and G Agency - "Advice Based Quality Service"   April 2013 - October 2013
KidsPeace National Centers  August 2011 - August 2013
MetLife  January 2008 - August 2011
Ameriprise Financial Services, Inc.   May 2006 - December 2007

Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Training, Leadership, Sales, Coaching, Management, Staff Development, Sales Management, New Business Development, Marketing Strategy, Budgets, Small Business, Advertising, Account Management, Negotiation

Education
Lafayette College   2002 — 2006
Bachelor of Arts (B.A.), Psychology

Liberty University   2010 — 2012
Master of Education (M.Ed.), School Counseling

Easton Area High School   1999 — 2002

Baron Carr Baron Carr New York, New York Details
Baron Carr's Ameriprise Financial Services, Inc. Experience January 2013 - July 2013
Job Director of Strategy, Planning and Development at The Wright Fit
Industry Health, Wellness and Fitness
Experience
The Wright Fit  August 2015 - Present
The Wright Fit  October 2014 - Present
Life Time Fitness  November 2013 - October 2014
B. Carr Group, Inc.   October 2009 - September 2013
Ameriprise Financial Services, Inc.   January 2013 - July 2013
Carlson Hotels Worldwide  January 2008 - October 2009
Allianz  2004 - January 2008
Chase Auto Finance  2003 - 2004
JPMorgan Chase  1996 - 2003

Skills
Professional Speaker, Co-active Coach, Leadership Development, Strategic Planning, Marketing, Strategy, Marketing Strategy, Marketing Communications, Team Building, Business Strategy, Cross-functional Team..., Direct Marketing, Budgets, Executive Management, New Business Development, Public Speaking, Integrated Marketing, Leadership, Motivational Speaking, Strategic Partnerships, Management, Sales, Consulting

Education
LIU Brooklyn   1998 — 2003
MBA

LIU Brooklyn   1988 — 1995
BA

Coaches Training Institute (CTI)   2010 — 2011
CPCC

LifePower Yoga
RYT-200

Core Power Yoga   2009 — 2009
RYT - 200

Claude Morris Bennett Claude Morris Bennett Greater New York City Area Details
Claude Morris Bennett's Ameriprise Financial Services, Inc. Experience February 1998 - August 1999
Job Carpenter Assistant at David McKinney Carpentry
Industry Financial Services
Experience
David McKinney Carpentry   September 2012 - Present
N/A - Currently Self Employed  1992 - 2014
Wells Fargo  August 1999 - March 2002
Ameriprise Financial Services, Inc.   February 1998 - August 1999
Stifel Financial Corp.  April 1995 - February 1998
Sweet Haven Inc.   August 1994 - December 1995

Skills
Customer Service, Budgets, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Project Management, Team Building, Public Speaking, Government, Microsoft Word, Leadership, Operations Management, Coaching, Policy

Education
Liberty University   2009 — 2013
Bachelor's Degree, Bachelor of Science-Business: Economics, 3.1

Tammy Allen, CTA Tammy Allen, CTA Lansing, Michigan Details
Tammy Allen, CTA's Ameriprise Financial Services, Inc. Experience April 2011 - Present
Job Graphic Design & Social Media Marketing
Industry Graphic Design
Experience
Ameriprise Financial Services, Inc.   April 2011 - Present
Consumers Professional Credit Union  January 2014 - Present
Tammy Sue Allen Photography   February 2005 - Present
Lansing State Journal  February 2006 - August 2014
Eaton RESA  September 2013 - December 2013
Macy's  October 2010 - November 2010
Michaels Stores, Inc.   August 1998 - August 2006
Silverlead Art Supply Co.   August 1996 - August 1998

Skills
Wedding Photography, Custom Invitations, Event Planning, Graphic Design, Marketing Communications, Event Photography, Visual Merchandising, Corporate Event..., Photography, Social Media, Web Design, Photoshop, Layout, Marketing, Magazines, Social Networking, Digital Photography, Art, Advertising, Facebook, Social Media Marketing, InDesign, Adobe Creative Suite, Event Management, Marketing Strategy

Education
Lansing Community College   2005 — 2011
AAA, Graphic Design

Brad Honey, CTP Brad Honey, CTP Greater Minneapolis-St. Paul Area Details
Brad Honey, CTP's Ameriprise Financial Services, Inc. Experience January 2014 - July 2015
Job International Treasury, FX, Treasury Systems, Capital and Liquidity, Staff Development
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - July 2015
MoneyGram International  November 2007 - November 2013
Gelco Information Network  2004 - 2007
SUPERVALU  2001 - 2004
SUPERVALU  1996 - 2001

Skills
Cash Management, Treasury Management, Risk Management, Liquidity Management, FX Trading, Banking, Certified Treasury..., Forecasting, Capital Markets, Treasury, Financial Modeling, Portfolio Management, Cash Flow Forecasting, Analysis, Credit Analysis, Risk Monitoring, Credit Insurance, Secured Financing, Loan Auditing, Loan Documents, ACH, Secured Lending, Commercial Credit..., Financial Analysis, Finance, Financial Risk, Payments

Education
Liberty University
B.S., Finance

Meadow Creek

Ethel Lopez Ethel Lopez Placentia, California Details
Ethel Lopez's Ameriprise Financial Services, Inc. Experience August 2013 - Present
Job Registered Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
CML Wealth Management   October 2011 - August 2013
Wells Fargo Advisors  January 1993 - May 2011

Skills
Fully bilingual English, Insurance, Mutual Funds, Retirement, Wealth Management, Asset Management, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Fixed Annuities

Education
Liberty University   1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General, 3.2 GPA

Bradley Epps Bradley Epps Lancaster, Pennsylvania Area Details
Bradley Epps's Ameriprise Financial Services, Inc. Experience June 1997 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1997 - Present

Education
Lebanon Valley College   1997 — 2001
Master of Business Administration (MBA)

Liberty University   1988 — 1993
Bachelor's degree, Sport and Fitness Administration/Management

Brittany Czarnecki Brittany Czarnecki Orland Park, Illinois Details
Brittany Czarnecki's Ameriprise Financial Services, Inc. Experience September 2013 - Present
Job CSA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2013 - Present
Quad Graphics  June 2010 - August 2013

Skills
Corporate Events, Event Planning, Expense Reports, Expense Budget..., Marketing Strategy, Marketing Communications, Typing, Client Relations, Receptionist Duties

Education
Lewis University   2005 — 2009
Bachelor, Aviation Administration and Business

Juliet Romero Juliet Romero Houston, Texas Details
Juliet Romero's Ameriprise Financial Services, Inc. Experience February 2011 - July 2013
Job Operations Assistant
Industry Facilities Services
Experience
WaterLogic, Inc.   January 2014 - Present
Ameriprise Financial Services, Inc.   February 2011 - July 2013
Minuti Coffee   August 2010 - December 2011

Skills
Outlook, Administrative..., Calendars, Calendaring, Access, Office Management, PowerPoint, Data Entry, Lotus Notes, Social Media, Spreadsheets

Education
University of Houston   2013 — 2016
Psychology

Lone Star College System
Associate of Arts (A.A.), Social Psychology

Lanie Dattilo Lanie Dattilo Greater St. Louis Area Details
Lanie Dattilo's Ameriprise Financial Services, Inc. Experience October 2014 - Present
Job Marketing and Client Service Coordinator at Ameriprise Financial Services, Inc.
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Red Girls Creative   August 2013 - Present
Masterpiece Graphix  June 2013 - September 2014
Anchor STL   June 2011 - June 2013
Anchor Communications  February 2011 - June 2013
Texas Roadhouse  July 2012 - May 2013
The Men's Wearhouse, Inc   March 2008 - July 2012
Lunchtime MBA   July 2011 - March 2012

Skills
Photoshop, Gimp, Quickbooks, Facebook, Blogging, Video Editing, Public Speaking, Media Buying, Retail, Social Media Marketing, SEO, Adobe Creative Suite, Wordpress, Web Design, Social Media, PowerPoint, Copywriting, Customer Service, Management, Microsoft Office, Creative Writing, Public Relations, GIMP, Graphic Design, Video Production, QuickBooks, Online Marketing, Editing, Marketing Communications, Email Marketing, Online Advertising, Marketing, Event Planning, Advertising, Social Networking, Press Releases, Digital Marketing, InDesign, Marketing Strategy, Mobile Marketing, Time Management, Television, WordPress, Corporate Communications, Content Strategy, Copy Editing, Media Relations, Direct Marketing, Radio, Google Analytics

Education
Lindenwood University   2008 — 2013
B.A, Advertising, Corporate Communications, and Public Relations, Specialty: Media Management

James Blachowski James Blachowski Greater Chicago Area Details
James Blachowski's Ameriprise Financial Services, Inc. Experience March 2006 - May 2009
Job Analyst at DeVry Online
Industry Higher Education
Experience
DeVry University  January 2014 - Present
QCSS  July 2012 - January 2014
One Hope United  August 2010 - December 2011
Streamwood Behavioral Health Systems  June 2009 - June 2010
Ameriprise Financial Services, Inc.   March 2006 - May 2009

Skills
Data Analysis, Data Entry, Outlook, Research, Report Formating, Critical Thinking, Sales analysis, Microsoft Excel, Microsoft Word, Databases, Social Sciences, Oral & Written..., Customer Service, Quality Assurance, Interpersonal..., Mediation, Time Management, Statistics, Teamwork, Microsoft Office, Social Skills, Online Research, Research Design, Quantitative Research, Report Writing, Data Collection, Call Centers, Qualitative Research, Five9, Salesforce.com, Gap Analysis, Workforce Management

Education
Walden University   2010 — 2012
Masters of Science, Social Psychology

Lewis University   2005 — 2009
Bachelors of Arts, Psychology

Harlan Little Harlan Little Clayton, North Carolina Details
Harlan Little's Ameriprise Financial Services, Inc. Experience June 1998 - June 2000
Job Senior Retail Credit Underwriter
Industry Financial Services
Experience
First Citizens Bank  June 2005 - Present
First Citizens Bank  November 2004 - June 2005
First Citizens Bank  May 2004 - October 2004
First Citizens Bank  May 2002 - May 2004
First Citizens Bank  May 2001 - May 2002
First Union National Bank  June 2000 - May 2001
Ameriprise Financial Services, Inc.   June 1998 - June 2000

Skills
Financial Services, Credit, Consumer Lending, Investments, Sales, Credit Analysis, Financial Planning, Mutual Funds, Entrepreneurship, Life Insurance, Retirement Planning, Commercial Lending, Loans, Variable Annuities, Relationship Management, Finance, Fixed Annuities, Banking, Refinance, Credit Risk, Insurance, Lines Of Credit

Education
Lenoir-Rhyne College   1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General

Brian Kopacz Brian Kopacz Sunnyvale, California Details
Brian Kopacz's Ameriprise Financial Services, Inc. Experience 2003 - 2007
Job Customer Success Manager at Aerohive Networks
Industry Computer Networking
Experience
Aerohive Networks  September 2015 - Present
Advent Software  April 2014 - September 2015
Advent Software  April 2012 - April 2014
Advent Software  February 2008 - April 2012
Ameriprise Financial Services, Inc.   2003 - 2007
Tompkins International  2001 - 2003

Skills
SQL, Microsoft Office, Microsoft SQL Server, Databases, HTML, SharePoint, Business Analysis, Project Management, Cloud Computing, Integration, Software Project..., SaaS, Business Intelligence, Enterprise Software, Requirements Analysis, Salesforce.com, CRM, Long-term Customer..., Process Automation

Education
Lehigh University   1992 — 1996
B.S.I.E., Industrial Engineering, Finance

Patrick Scorzelli, CFS Patrick Scorzelli, CFS United States Details
Patrick Scorzelli, CFS's Ameriprise Financial Services, Inc. Experience May 2006 - August 2010
Job Bringing a consultative approach to financial advisors to help grow their practices and accomplish their goals
Industry Financial Services
Experience
OppenheimerFunds  September 2010 - Present
Ameriprise Financial Services, Inc.   May 2006 - August 2010

Skills
Mutual Funds, Wholesale, Consulting, Relationship Management, Client Relations, Portfolio Management, Presentation Skills, Financial Markets, Morningstar, Risk Assessment, Team Building, Series 7, Series 66, Certified Mutual Fund..., Microsoft Office, Salesforce.com, Asset Allocation, Securities, Financial Services, Financial Planning, Finance, Investments, Retirement Planning, Asset Management, Wealth Management, Alternative Investments, Equities, 401k, Fixed Income

Education
Le Moyne College   2002 — 2006
Bachelor's degree, Finance and Applied Management Analysis., 3.7/4.0

Kenneth Gooding III Kenneth Gooding III Cambria Heights, New York Details
Kenneth Gooding III's Ameriprise Financial Services, Inc. Experience August 2012 - June 2015
Job Database Associate at LOGON Computer and Mailing Services
Industry Information Technology and Services
Experience
LOG-ON Computer and Mailing Services  June 2015 - Present
Ameriprise Financial Services, Inc.   August 2012 - June 2015
Thomas Edison MOUSE   November 2010 - June 2011

Skills
Information Technology, Computer Science, Windows, Troubleshooting, Management, Microsoft Office, Operating Systems, Software Installation, Help Desk Support, Technical Support, Computer Repair, HTML5, CSS, Java, JavaScript, C#, COBOL, GUI, Printers, Laptops, Computer Hardware, Android Development, Online Research

Education
LIU Post   2011 — 2015
Bachelor of Science (B.S.), Computer Science

Thomas Edison High School   2007 — 2011
HS Diploma, Computer Repair

John M. Nixon John M. Nixon Lynchburg, Virginia Area Details
John M. Nixon's Ameriprise Financial Services, Inc. Experience June 2012 - Present
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2012 - Present

Education
Liberty University   2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Radford University   2008 — 2010
Business Administration and Management, General

King George High School   2002 — 2006

Elliott Cobb Elliott Cobb Greater New York City Area Details
Elliott Cobb's Ameriprise Financial Services, Inc. Experience July 2013 - February 2014
Job Financial Advisor at Bank Of Americ, Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  March 2015 - Present
Pershing, a BNY Mellon company  May 2014 - February 2015
Ameriprise Financial Services, Inc.   July 2013 - February 2014

Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research

Education
Lincoln University   2009 — 2013
Bachelor of Science (BS), Management and Finance

Laura Bickel, MBA Laura Bickel, MBA Boulder, Colorado Details
Laura Bickel, MBA's Ameriprise Financial Services, Inc. Experience June 2011 - December 2012
Job Registered Client Service Associate at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  August 2014 - Present
RiverSource  December 2012 - August 2014
Ameriprise Financial Services, Inc.   June 2011 - December 2012
COUNTRY Financial®  January 2010 - June 2011
Hutchinson Area Health Care  January 2007 - September 2009

Skills
Policy, Finance, Administrative..., Mutual Funds, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance

Education
University of Phoenix   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Northwestern University
Master of Music, Piano Performance and Pedagogy

Lawrence University
Bachelor of Music, Piano Performance

Svetlana Paliy Svetlana Paliy Greater Boston Area Details
Svetlana Paliy's Ameriprise Financial Services, Inc. Experience July 2001 - December 2008
Job Financial Officer at Happy Trees LLC
Industry Consumer Services
Experience
Happy Trees LLC   December 2008 - Present
Ameriprise Financial Services, Inc.   July 2001 - December 2008
Goldman Sachs  November 1995 - May 2000

Skills
Tax Accounting, Financial Planning, Zoning, Investing, Customer Service, Small Business Marketing, Small Business..., Key Account Management, Small Business, Strategic Financial..., Financial Analysis, Mutual Funds, Financial Modeling, Tax Preparation, Accounting, Tax Advisory, Corporate Tax, Portfolio Management, Microsoft Excel, Tax Returns, Tax, Asset Management, Financial Accounting, Investments, Finance, Income Tax, Marketing, Corporate Finance, Tax Law, Key Account Development, Due Diligence, Public Speaking, Financial Reporting, Risk Management, Microsoft Office, Project Management

Education
Long Island University, C.W. Post Campus
Master of Science (M.S.), Accounting

Long Island University, Southampton Campus
Bachelor of Science (B.S.), Business Management

Sidney Abramowitz RFC®, CLTC Sidney Abramowitz RFC®, CLTC Greater New York City Area Details
Sidney Abramowitz RFC®, CLTC's Ameriprise Financial Services, Inc. Experience November 2008 - Present
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - Present
Gary Goldberg Financial Services  December 2005 - November 2008
Investment Advisors and Consultants Inc   August 1994 - August 2005

Education
LIU Brooklyn   1957 — 1960
B.S, magna cum laude, Pharmacy, Business Economics

Kathleen Menasco Kathleen Menasco Boise, Idaho Area Details
Kathleen Menasco's Ameriprise Financial Services, Inc. Experience 2006 - 2011
Job Legal Administrative Assistant
Industry Legal Services
Experience
Moffatt Thomas  2013 - Present
Ameriprise Financial Services, Inc.   2006 - 2011
Morgan Stanley  2004 - 2005
Law Firms  October 1985 - June 2004

Skills
Research, Trial Exhibits, Legal Research, Legal Documents, Document Review, Editing, Teaching, Public Speaking, Prevention, Microsoft Office, Litigation Support, Strategic Planning, Customer Service

Education
Lewis and Clark College   1973 — 1977
Bachelor of Science

GPHS

Mount Hood Community College
Associate Degree

Jonathan Michael Roth Jonathan Michael Roth Springfield, Illinois Details
Jonathan Michael Roth's Ameriprise Financial Services, Inc. Experience January 1987 - July 1990
Job Independent Registered Representative at Dollars & Sense Financial Services by Jonathan Michael Rolth
Industry Financial Services
Experience
Dollars & Sense Financial Services   October 2013 - Present
Music Source Professional Disc Jockey Service & Rock Star Professional Photo Booth   1993 - Present
American Income Life  June 2012 - September 2012
US Banccorp  August 2006 - February 2012
ING Financial Partners  May 2004 - July 2006
United Community Bank  December 1998 - April 2004
First Bank  October 1992 - November 1998
Magna Bank  April 1991 - September 1992
Ameriprise Financial Services, Inc.   January 1987 - July 1990

Skills
Retirement Planning, Marketing, Finance, Strategic Financial..., Public Speaking, Small Business, Time Management, Fixed Annuities, Music, Financial Analysis, Wealth Management, Microsoft Office, Wedding DJ, Term Life Insurance, Life Insurance, Retirement, Series 7, Investments, Series 6, Mutual Funds, Securities, Exceptional organization, Weddings, Insurance, Sales, Strategic Planning

Education
Lincoln Land Community College   1981 — 1983
Associate of Science (A.S.), Business Administration and Management, General

Griffin High School   1977 — 1981

Megan Gunstream Megan Gunstream Boise, Idaho Details
Megan Gunstream's Ameriprise Financial Services, Inc. Experience 2007 - 2009
Job Talent Acquisition Recruiter at Capital Group
Industry Financial Services
Experience
Capital Group  2015 - Present
Russell Investments  2013 - 2015
Western United States Agricultural Trade Association (WUSATA)   2011 - 2013
Whole Foods Market  2010 - 2011
Urban Studio  2009 - 2010
Ameriprise Financial Services, Inc.   2007 - 2009
Ameriprise Financial Services, Inc.   2006 - 2007
Ike Trading Co., Ltd.   2005 - 2006
Kathleen Bernards, CPA & Kellie S. Menke, CPA   2004 - 2005

Skills
Event Marketing, Competitive Analysis, Community Relations, Event Planning, Marketing Strategy, Strategic Planning, Social Media, Budget Management, New Business Development, Business Planning, Market Research, Business Development, Project Planning, Customer Service, CRM, Budgets, Leadership, Marketing, Management, Negotiation, Online Marketing, Team Building, Product Marketing, Market Planning, Teamwork, Direct Marketing, Talent Acquisition, Time Management, Retail, Project Management, Investments, Strategy, Social Networking, Community Development, Leadership Development, Marketing Communications, Social Media Marketing, Team Leadership, Entrepreneurship, Training, Program Management, Marketing Management, Strategic Partnerships, Coaching, Event Management, Public Speaking, Account Management, Community Outreach, Small Business, Public Relations

Education
Linfield College   2001 — 2005
Bachelor of Arts, International Business, French & Mathematics

American University Center of Provence
French Language & Culture

Annette Cross Raab Annette Cross Raab Greater Minneapolis-St. Paul Area Details
Annette Cross Raab's Ameriprise Financial Services, Inc. Experience April 2014 - Present
Job Marketing Program Manager – Client Communications at Ameriprise Financial Services, Inc.
Industry Writing and Editing
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
RiverSource Ameriprise Financial   March 2011 - April 2014
Business Wire  November 2007 - March 2011
Metropolitan State University  June 2010 - August 2010
CaptionMax  January 2006 - January 2007
Annette Cross Photography   1998 - 2001
Fingerhut Photo Studio   January 1995 - January 1998

Skills
Copy Editing, Editing, Press Releases, Technical Writing, Proofreading, Editorial, Corporate Communications, Ap Style, Photography, Research, Multimedia, Copywriting, Content Strategy

Education
Metropolitan State University   2010 — 2014
Masters of Science, Technical Communications

Lawrence University
Bachelor of Arts, French

Brian Robinson, CRPC® Brian Robinson, CRPC® Washington D.C. Metro Area Details
Brian Robinson, CRPC®'s Ameriprise Financial Services, Inc. Experience 2004 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2004 - Present
Ameriprise Financial Services, Inc.   2000 - 2004

Education
Lock Haven University of Pennsylvania   1995 — 1999
BA - Magna Cum Laude, International Finance

Lock Haven University of Pennsylvania   1995 — 1999
B.A. - Magna Cum Laude, Spanish

Elena Saveleva Elena Saveleva Boca Raton, Florida Details
Elena Saveleva's Ameriprise Financial Services, Inc. Experience June 2013 - Present
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Ameriprise Financial Services, Inc.   2011 - 2012
First Consumer Debt Consolidation   February 2006 - July 2011
Gillette Company  March 2005 - February 2006
Alpha Bank  August 2004 - September 2004

Skills
Series 7, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Valuation, Wealth Management..., Trading, Strategic Financial..., Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management

Education
Lynn University   2008 — 2008
Master of Business Administration (MBA), Financial Valuation and Investment Management, 3.9725

Business school of Moscow State University   2005 — 2006
Master's degree, General and Strategic Management, 3.5

Lomonosov Moscow State University (MSU)   2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics, 3.64

Richard Crescenzo Richard Crescenzo Greater New York City Area Details
Richard Crescenzo's Ameriprise Financial Services, Inc. Experience August 2010 - January 2012
Job Vice President / Portfolio Manager
Industry Financial Services
Experience
Vanderbilt Financial Group   June 2015 - Present
Capitol Securities Management  January 2012 - Present
Ameriprise Financial Services, Inc.   August 2010 - January 2012
Oppenheimer & Co.   2006 - 2010
Wells Fargo  August 2001 - June 2006
UBS  November 1999 - August 2001
Smith Barney  September 1987 - November 1999

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Fixed Annuities, Investment Strategies, Portfolio Management

Education
Long Island University, C.W. Post Campus   1980 — 1983
Business Administration and Finance

The Ohio State University   1978 — 1980
Finance and Business Administration

Eilleen Duval Eilleen Duval Greater New York City Area Details
Eilleen Duval's Ameriprise Financial Services, Inc. Experience April 2012 - February 2013
Job HBC Account Manager at Natural Specialty Sales
Industry Consumer Goods
Experience
Natural Specialty Sales  January 2014 - Present
Natural Specialty Sales  February 2013 - January 2014
Ameriprise Financial Services, Inc.   April 2012 - February 2013
L'Oréal   April 2004 - December 2011
Food & Wine Magazine  September 2003 - April 2004
American Express Financial Advisors  August 1998 - September 2003

Skills
Merchandising, Retail, Sales, Marketing, Consumer Products, Cosmetics, Beauty Industry, Sales Operations, Sales Management, FMCG, Management, Pricing, Trade Marketing, Brand Management, New Business Development, Product Development

Education
LIU Post
Bachelor's degree, Business, Management, Marketing, and Related Support Services

John Merendino John Merendino Greater New York City Area Details
John Merendino's Ameriprise Financial Services, Inc. Experience 2000 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2000 - Present
American Express Financial Advisors  2000 - 2005

Education
LIU Post   1997 — 1999
Bachelors, Business/Marketing

Herricks High School   1988 — 1993

Kandi Oberlander Kandi Oberlander Kansas City, Missouri Area Details
Kandi Oberlander's Ameriprise Financial Services, Inc. Experience April 2012 - April 2013
Job Brokerage Service Expert / Retirement Plan Specialist
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - April 2013
Ameriprise Financial Investor Center   March 2009 - March 2012
OneAmerica / American United Life   September 2004 - July 2007
UMB Bank, n.a.   April 2002 - February 2004
Hunter Midwest, Inc.   December 1998 - March 2002
Waddell & Reed, Inc.   April 1997 - September 1998
Jones & Babson, Inc.   September 1986 - April 1997

Skills
Customer Service, Timely, Administrative Support, Spreadsheets, Outlook, Fax, Customer Relations, Confidentiality, Customer Satisfaction, Benefits, Microsoft Office, Excel, Leadership, PowerPoint, Employee Benefits, Administrative..., Microsoft Excel, Lotus Notes, Time Management, Retirement Planning, Investments

Education
Rockhurst University   1992 — 1995
Business Administration

Longview Community College   1986 — 1991
Associates, Business

Lee's Summit

Christopher Osborne Christopher Osborne Minneapolis, Minnesota Details
Christopher Osborne's Ameriprise Financial Services, Inc. Experience September 2009 - November 2013
Job Vice President, Head of Supervision at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  November 2014 - Present
BMO Financial Group  December 2013 - November 2014
Ameriprise Financial Services, Inc.   September 2009 - November 2013
Ameriprise Financial Services, Inc.   February 2007 - September 2009
Ameriprise Financial Services, Inc.   August 2005 - February 2007
Ameriprise Financial Services, Inc.   August 2004 - August 2005
Ameriprise Financial Services, Inc.   January 2003 - August 2004
State of Oregon  May 2002 - September 2002
Wells Fargo Advisors  May 1999 - September 2001

Skills
FINRA, Series 24, Securities, Financial Services, Series 7, Uniform Combined State..., Fixed Annuities, Series 65, Retirement, Series 63, Insurance, Legal Compliance, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 9/10, Variable Annuities, Regulatory Affairs, Financial Regulation, Mutual Funds, Investment Advisory, FINRA Arbitrator, Fixed Income, Leadership, Securities Regulation, REIT

Education
Willamette University College of Law   2001 — 2002

Liberty University
Bachelor of Science (B.S.)

Annette Claudio Annette Claudio Miami/Fort Lauderdale Area Details
Annette Claudio's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present

Skills
Strategy, Training, Strategic Planning, Management, Operations Management, Budgets, Program Management, Leadership, Project Management, Human Resources, Forecasting, Process Improvement, Leadership Development, Strategic Financial..., Negotiation, Budgeting, HR Solutions, Communications Strategy, Staff Development, Strategic Communications, Financial Planning, Marketing, Financial Services, Finance, Retirement Planning, Investments

Education
Long Island University, C.W. Post Campus   1989 — 1993
BFA, Public Relations

Stuyvesant High School   1986 — 1989

H. Michael Stephenson Jr. H. Michael Stephenson Jr. Greater Philadelphia Area Details
H. Michael Stephenson Jr.'s Ameriprise Financial Services, Inc. Experience May 1996 - Present
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 1996 - Present

Education
La Salle University   1986 — 1993
B.S., Finance

Camden County College   1981 — 1986
Finance, Engineering

Collingswood High School   1977 — 1981

Scott Nguyen Scott Nguyen Seattle, Washington Details
Scott Nguyen's Ameriprise Financial Services, Inc. Experience July 2013 - February 2014
Job User Experience Designer at Amazon
Industry Retail
Experience
Amazon  March 2015 - Present
Target  February 2014 - February 2015
Ameriprise Financial Services, Inc.   July 2013 - February 2014
Best Buy  January 2011 - June 2013
Wells Fargo Home Mortgage  September 2010 - January 2011
API Outsourcing  January 2008 - September 2010
Metlife  January 2000 - November 2007
St. Paul Companies  January 1998 - December 1999

Skills
Business Analysis, SQL, Requirements Analysis, Visio, SDLC, Requirements Gathering, Agile Methodologies, Vendor Management, User Acceptance Testing, SharePoint, Systems Analysis, Business Requirements, Agile Project Management, User Experience, Axure RP, Functional Design, Rapid Prototyping, Information Architecture, User Experience Design, User Interface Design

Education
University of Minnesota-Twin Cities   2006 — 2007
Masters of Science, Software Engineering

Lawrence University   1992 — 1996
Bachelor of Arts, History

Scott Leier Scott Leier Greater Minneapolis-St. Paul Area Details
Scott Leier's Ameriprise Financial Services, Inc. Experience September 2011 - Present
Job Analytics & Process Improvement Manager at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2011 - Present
MoneyGram International  February 2011 - September 2011
BlueStem Brands  2009 - February 2011
Target  April 2005 - April 2009
Ceridian  August 2002 - April 2005
Travelers Insurance  May 1999 - May 2002

Skills
Data Analysis, Business Analysis, Cross-functional Team..., Project Management, Process Improvement

Education
Lawrence University

Mark Gilson Mark Gilson Green Bay, Wisconsin Area Details
Mark Gilson's Ameriprise Financial Services, Inc. Experience January 2012 - Present
Job Director of Digital Technology Development, Digital Technologist, and Emerging Technology Leader
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Red Smith Neighborhood Association   April 2011 - October 2013
Kimberly-Clark  June 2008 - January 2012
McAuliffe Park NHA   June 2009 - November 2009
Bay Valley Foods  July 2000 - June 2008
Huffy Sports   June 1998 - July 2000
Technology Consulting Corporation  January 1998 - June 1998
Norland Medical Systems   June 1997 - January 1998

Skills
Management, Technology Development, Strategy, Vendor Management, Web Development, Team Leadership, Leadership, Project Management, Web Services, Team Building, Staff Management, Thought Leadership, Outsourcing, Change Management, SQL, Cloud Computing, Interactive Applications, Organizational..., Windows Server, IIS, Software Development, E-commerce, Microsoft SQL Server, Responsive Web Design, Social Media, User Experience, Data Center, Process Improvement, Cross-functional Team..., IT Strategy

Education
Silver Lake College   2008 — 2010
Master of Science, Management and Organizational Behavior

Lakeland College   2002 — 2008
Bachelor of Arts, Double Major: Business Administration & Marketing

Northeast Wisconsin Technical College   1995 — 1997
Coursework, Computer Programming

Andy Lipson, CFP Andy Lipson, CFP Raleigh-Durham, North Carolina Area Details
Andy Lipson, CFP's Ameriprise Financial Services, Inc. Experience October 1996 - Present
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 1996 - Present

Education
Long Island University, C.W. Post Campus   1989 — 1991
Bachelor of Science, Accounting

University of Hartford   1987 — 1989

Heather Cooper-Krossman Heather Cooper-Krossman Beaverton, Oregon Details
Heather Cooper-Krossman's Ameriprise Financial Services, Inc. Experience March 2007 - August 2014
Job Sales Assistant at Wacoal America
Industry Retail
Experience
Wacoal America  November 2014 - Present
Lines for Life  August 2013 - Present
Ameriprise Financial Services, Inc.   March 2007 - August 2014
Creative Memories  February 2007 - February 2009
Kaiser Permanente  December 2004 - October 2006

Skills
Suicide Intervention, Financial Services, Social Media, Event Planning, Marketing, Public Speaking, Social Networking, Strategic Planning, Customer Service, Social Media Marketing, Event Management, Leadership, Nonprofits

Education
Linfield College   2013 — 2016
Bachelor's Degree, Social and Behavioral Sciences

Pioneer Pacific College   2001 — 2002
Associate of Applied Sciences, Paralegal and Medical Assisting

West Linn High School   1987 — 1990

Nicole Campbell, MBA, CSOX Nicole Campbell, MBA, CSOX Greater Memphis Area Details
Nicole Campbell, MBA, CSOX's Ameriprise Financial Services, Inc. Experience August 2011 - December 2011
Job Project Manager / Sr. Business Analyst at ARS
Industry Management Consulting
Experience
ARS  January 2012 - Present
NSC Consulting Services LLC   September 2001 - January 2012
Ameriprise Financial Services, Inc.   August 2011 - December 2011
Accredo Healthcare - a Medco Company  June 2009 - June 2011
Barclays Global Investors  September 2008 - November 2008
FedEx  January 2008 - September 2008
Pfizer  November 2006 - December 2007
First Horizon National Corporation  April 2005 - September 2006
Cummins Engine Company  September 2001 - September 2004

Skills
Process Improvement, Business Process, Project Management, Change Management, Business Process..., SDLC, Business Analysis, Team Leadership, SharePoint, Team Building, Software Documentation, Visio, ERP, Analysis, Leadership, Management, Finance, Data Warehousing, Project Planning, Testing, Training, Sarbanes-Oxley Act

Education
University of Phoenix   2005 — 2006
MBA, Marketing

University of Phoenix   2000 — 2004
MBA, Accounting

LeMoyne-Owen College   1992 — 1998
BBA, Accounting

Hamilton High   1989 — 1991

Corry Jr High   1988 — 1989

Bellevue Jr High   1986 — 1988

Kwahafata Arboncana Kwahafata Arboncana Greater Minneapolis-St. Paul Area Details
Kwahafata Arboncana's Ameriprise Financial Services, Inc. Experience July 2011 - June 2012
Job Oracle DBA at Surescripts
Industry Information Technology and Services
Experience
Surescripts  May 2014 - Present
Donaldson  December 2013 - May 2014
Digital River  June 2012 - November 2013
Ameriprise Financial Services, Inc.   July 2011 - June 2012
Quebecor World  June 2009 - July 2011

Skills
DATAGUARD, Unix Shell Scripting, OEM Grid Control, RMAN, Oracle, PL/SQL, High Availability, Databases, Oracle RAC, ETL, Database Design, Data Warehousing, Data Modeling, SQL Tuning, Performance Tuning, Data Center, Solaris, Database Administration, Unix, Disaster Recovery, Oracle Applications, Shell Scripting

Education
Metropolitan State University   2015 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General

Life University   2002 — 2006
Bachelor of Business Administration (BBA), Management Information Systems, General

Alyssia Shrestha Alyssia Shrestha Greater Minneapolis-St. Paul Area Details
Alyssia Shrestha's Ameriprise Financial Services, Inc. Experience March 2013 - Present
Job Senior Field Service Professional Compensation and Licensing Investigations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Ameriprise Financial  June 2010 - March 2013
Ameriprise Financial  November 2007 - June 2010
Ameriprise Financial  October 2006 - November 2007
Lego Store   2003 - 2005
US Bank  2002 - 2003

Skills
Banking, PowerPoint, Management, Lotus Notes, Microsoft Excel, Microsoft Word, SSD, 10 Key, Macro, Customer Service, Client Liaison, Close Attention to..., Handle Multiple Projects, Problem Solving, Knowledge Management, Lean Thinking, Outlook, Thompson O, Escalation Resolution

Education
North Central University   2000 — 2004
B.A, International Studies

Lincoln College   1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Dave Bartels Dave Bartels Greater Minneapolis-St. Paul Area Details
Dave Bartels's Ameriprise Financial Services, Inc. Experience November 2011 - Present
Job Software Engineer at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
ThomsonReuters  June 2011 - December 2011
Wells Fargo International Systems   November 2009 - June 2011
SunGard  June 1984 - March 2009
Quintessa Charters   1998 - 2007
Nixdorf Computer  1976 - 1983
siemens-nixdorf  1976 - 1983

Skills
Microsoft SQL Server, Oracle, Unix, Perl, Java, Solaris, SDLC, SQL, Software Development, Business Analysis, XML, SharePoint, Project Planning, Integration, Linux, Active Directory, Virtualization, Windows, VMware, Requirements Analysis, Networking, Databases, Agile Methodologies, SOA, Visio, Solution Architecture, Web Services, Business Intelligence, Java Enterprise Edition, Software Project..., Web Applications

Education
Lawrence University   1969 — 1974
BA, Studio Art, Psychology

Adesola Shonibare MBA Adesola Shonibare MBA Greater Atlanta Area Details
Adesola Shonibare MBA's Ameriprise Financial Services, Inc. Experience January 2008 - August 2008
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC  October 2012 - Present
Primerica  May 2011 - October 2012
SunTrust Bank  December 2008 - March 2011
Ameriprise Financial Services, Inc.   January 2008 - August 2008

Skills
Customer Relations, Loans, Customer Service, Financial Planning, Team-oriented, Relationship Management, Strategic Financial..., Data Entry, Finance, Insurance, Credit, Financial Services, Portfolio Management, Banking, Project Management, Financial Analysis, Leadership, Business Analysis

Education
University of Phoenix   2005 — 2006
MBA

Lagos State University   1986 — 1990
BSC, Botany/Microbiology

John Salvatore John Salvatore Bridgewater, New Jersey Details
John Salvatore's Ameriprise Financial Services, Inc. Experience September 2004 - August 2006
Job Project Manager / Business Analyst
Industry Management Consulting
Experience
Ricoh Americas Corporation  May 2014 - Present
Interactive Discovery Consulting & Psychological Services, P.C.   April 2012 - May 2014
Voltaix, LLC   September 2007 - March 2012
Wachovia Bank (i.e. Wells Fargo)   September 2006 - September 2007
Ameriprise Financial Services, Inc.   September 2004 - August 2006
J.S. Consultants, Inc.   February 2001 - August 2004
M&M Knopf Auto Parts, Inc.   March 1991 - January 2001

Skills
Project Management, Management, Budgets, Leadership, Strategic Planning, Financial Modeling, Process Improvement, Team Building, Risk Management, Negotiation, Business Analysis, Software Documentation, Data Analysis, Six Sigma, Business Development, Analysis, Pricing, Program Management, Customer Service, Microsoft Office, Operations Management, Finance, Financial Analysis, Purchasing, Cross-functional Team..., Investments, SAP, Product Development, Forecasting, Management Consulting, Change Management, Process Scheduler, Microsoft Excel, Project Planning, PowerPoint, Agile & Waterfall..., MS Visio, MS Project

Education
Liberty University   2010 — 2011
B.S. B. A., Finance, Graduated Summa Cum Laude

Villanova University   2003 — 2003
Certificate of Achievement, Essentials of Project Management

DeVry College of Technology   2001 — 2002
Associate of Arts and Sciences (A.A.S.), Computer Information Systems, Phi Theta Kappa Honors

James Wrubel James Wrubel Greater Detroit Area Details
James Wrubel's Ameriprise Financial Services, Inc. Experience April 2007 - Present
Job Operations Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2007 - Present

Education
Lake Superior State University   2001 — 2005
Bachelors, Social Studies

Morgan Weil, CFP® Morgan Weil, CFP® Greater New York City Area Details
Morgan Weil, CFP®'s Ameriprise Financial Services, Inc. Experience January 2004 - Present
Job Paraplanner with Hendel & Associates...a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   January 2004 - Present

Skills
Financial Services, Investments, Risk Management, Strategy, Portfolio Management, Business Analysis

Education
State University of New York at Stony Brook   1990 — 1995
Bachelor of Business Administration (B.B.A.), Social Sciences

LIU Post   2002 — 2004
Financial Planning and Services

Gerard C Lemly, CFP®, ChFC®, CRPC® Gerard C Lemly, CFP®, ChFC®, CRPC® Greater Philadelphia Area Details
Gerard C Lemly, CFP®, ChFC®, CRPC®'s Ameriprise Financial Services, Inc. Experience 1994 - Present
Job Financial Advisor Lemly, Jim & Associates, a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1994 - Present

Skills
Retirement Planning, Investments, Retirement, Finance, Estate Planning, Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory

Education
La Salle University   1980 — 1984
Bachelor of Science in Business Administration, Finance and Management

Paul Peot Paul Peot Green Bay, Wisconsin Details
Paul Peot's Ameriprise Financial Services, Inc. Experience March 2007 - July 2007
Job Customer Service Representative at APAC Customer Services
Industry Transportation/Trucking/Railroad
Experience
APAC Customer Services  June 2014 - Present
Encadria Staffing Solutions LLC  October 2013 - March 2014
Kenan Advantage Group  March 2013 - October 2013
Schneider National  December 2011 - March 2013
Your Credit Inc   October 2011 - November 2011
JCA Marketing   July 2009 - October 2009
Ross Imaging   August 2008 - April 2009
Peot Enterprise ( Your Neighborhood Shopper)   February 2006 - August 2008
UnitedHealthcare  August 2007 - February 2008
Ameriprise Financial Services, Inc.   March 2007 - July 2007

Skills
Insurance, Customer Service, Cold Calling, New Business Development, Management, Training, Contract Negotiation, Advertising, Sales, Team Building, Account Management, Direct Sales, Sales Management, Strategic Planning, Marketing

Education
Lakeland College   2005 — 2007
B.A; B.A, Marketing; Business Administration

Northeast Wisconsin Technical College   1991 — 1996
A.S, Marketing

saint philip   1984 — 1988

Kasia Anthis, MBA, CRPC® Kasia Anthis, MBA, CRPC® Syracuse, New York Area Details
Kasia Anthis, MBA, CRPC®'s Ameriprise Financial Services, Inc. Experience August 2007 - Present
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2007 - Present
Sensis Corporation  November 2002 - November 2007
Phillips Broadband   December 1999 - November 2002
GE Energy  December 1997 - December 1999
GE Energy  September 1993 - December 1997

Education
Le Moyne College
MBA, Master - Business Administration

Queen's University
BS, Mechanical Engineering

Richard J. Gaughan Richard J. Gaughan Greater Los Angeles Area Details
Richard J. Gaughan's Ameriprise Financial Services, Inc. Experience 2010 - January 2012
Job Experienced Equity Sales/Trader & Department Manager
Industry Financial Services
Experience
Transamerica Financial  2012 - 2013
Ameriprise Financial Services, Inc.   2010 - January 2012
Shoreline Trading Group LLC   2007 - 2010
Strome Partners   2002 - 2007
Bear Stearns  1983 - 2002

Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...

Education
Long Beach City College   1981 — 1983
AA, Business

Roman Catholic High   1969 — 1973
Business

Alex Turpin Alex Turpin Greater New York City Area Details
Alex Turpin's Ameriprise Financial Services, Inc. Experience January 2011 - April 2012
Job Business/Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2014 - Present
Citi  June 2012 - May 2014
Ameriprise Financial Services, Inc.   January 2011 - April 2012
AIG  July 2010 - October 2010
Netik  August 2006 - July 2010
SunGard  August 1997 - May 2006
Systec Computer Associates   October 1996 - July 1997
Premier Solutions Ltd.   January 1990 - September 1996
Long Island University  September 1989 - May 1990
Time Electronics  March 1989 - January 1990

Skills
Microsoft SQL Server, Oracle SQL, Microsoft Excel, Visio, PowerPoint, VBA, XML, VBScript, Microsoft Word, Access, SDLC, SQL

Education
Long Island University   1986 — 1988
Bachelor of Science (BS), Accounting and Management Information Systems (MIS), 3.90 Summa Cum Laude

Suffolk County Community College   1984 — 1985
Associates in Applied Science (AAS), Computer Information Systems (CIS), 3.80 With Highest Distinction

Audrey Chandler Audrey Chandler Greater New York City Area Details
Audrey Chandler's Ameriprise Financial Services, Inc. Experience November 2005 - Present
Job Sr Administrative Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2005 - Present
Goldman Sachs  March 2005 - November 2005
UBS  2000 - 2005

Skills
Administrative..., Outlook, Lotus Notes, Microsoft Excel

Education
LaGuardia Community College   1980 — 1983
A.A.S

Brad Griffith Brad Griffith Columbus, Ohio Area Details
Brad Griffith's Ameriprise Financial Services, Inc. Experience June 2014 - Present
Job Financial Planning Analyst at The Schumacher Group, a financial advisory practice of Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Ohio High School Athletic Association  October 2013 - Present
Rooted Values, LLC   May 2013 - Present
inVentiv Communications  August 2011 - March 2015
Merrill Lynch  May 2011 - August 2011
NB Handy  September 2010 - May 2011
Sodexo  October 2009 - May 2011

Skills
Accounting, Account Reconciliation, General Ledger, Microsoft Office, Accounts Receivable, Auditing, Financial Statements, Invoicing, Excel, Budgeting, Customer Service, Access, Quickbooks, Outlook, Reconciliation, Spreadsheets, Tax, Financial Planning, Billing, Journal Entries, SOX, GAAP, Accruals, Bookkeeping, Payroll, Income Statement, Expenses, Financial Accounting, Peachtree, Cash Flow, Fixed Assets, Cash, Tax Preparation, Tax Returns, US GAAP, Cash Management, Bank Reconciliation, Hold Series 7, Series 7

Education
Liberty University   2012 — 2012
Master of Science (M.S.), Accounting

Liberty University   2008 — 2011
Bachelor of Science (BS), Accounting

Tree of Life

Jenny Kamuf Jenny Kamuf Spring, Texas Details
Jenny Kamuf's Ameriprise Financial Services, Inc. Experience January 2008 - August 2008
Job Domestic Engineer in the Field of Child Development and Research
Industry Accounting
Experience
Home  June 2010 - Present
Aldine ISD  August 2009 - June 2010
Ameriprise Financial Services, Inc.   January 2008 - August 2008
Sona Medspa  February 2007 - January 2008
US Army  August 1999 - March 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Project Management, Mac, Apple Numbers, Apple, iWork, Multi Tasking, Organization

Education
Lone Star College System   2011 — 2014
Accounting Advanced Technical Certificate - CPA Exam Prep, Accounting

University of Houston   2005 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Ann Harney Ann Harney Lansing, Michigan Area Details
Ann Harney's Ameriprise Financial Services, Inc. Experience September 2004 - February 2010
Job Advisor Associate at Voutsaras Financial
Industry Financial Services
Experience
Voutsaras Financial   July 2010 - Present
Ameriprise Financial Services, Inc.   September 2004 - February 2010
Charles Schwab  January 2003 - August 2004

Education
Lansing Community College
Associates, General / Business

Tim Armbrustmacher Tim Armbrustmacher Greater Minneapolis-St. Paul Area Details
Tim Armbrustmacher's Ameriprise Financial Services, Inc. Experience May 2005 - March 2013
Job Finance Director at Allianz Life
Industry Financial Services
Experience
Allianz Life  May 2013 - Present
Ameriprise Financial Services, Inc.   May 2005 - March 2013
Ameriprise Financial Services, Inc.   May 2002 - May 2005
Ameriprise Financial Services, Inc.   2000 - 2002
Ameriprise Financial Services, Inc.   April 1995 - April 2000

Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Team Leadership, M&A experience, Forecasting, Benchmarking, Cost Benefit, Pricing, Compensation Structure..., Profit Maximization, Reengineering, Decision Support, Presentations, Microsoft Office, Insurance, Process Improvement

Education
University of Minnesota - Carlson School of Management   1998 — 2000
MBA, Finance and Strategic Management

University of Michigan Business School   1991 — 1993
BBA, Finance and Accounting

Lansing Community College   1989 — 1991
General Studies

Susan Bodrie Susan Bodrie Greater Detroit Area Details
Susan Bodrie's Ameriprise Financial Services, Inc. Experience December 2008 - September 2011
Job Administrative Assistant at Blue Cross Blue Shield of Michigan
Industry Events Services
Experience
Blue Cross Blue Shield of Michigan  August 2012 - Present
Ameriprise Financial Services, Inc.   December 2008 - September 2011
Holy Cross Evangelical Lutheran Church   August 2004 - July 2007
American Express  August 2001 - August 2004
H.W. Barkley Company   January 1991 - June 2001
Novi-Northville Montessori   1989 - 1991
EDS Group  1986 - 1991

Skills
Microsoft Office, Customer Relations, Research, Customer Service, Event Management, Outlook, Event Planning

Education
Schoolcraft College   1977 — 1984
Business Administration, Management and Operations

Lawrence Technological University   1980 — 1982
Data Processing

Jake Shifflett Jake Shifflett Arlington, Virginia Details
Jake Shifflett's Ameriprise Financial Services, Inc. Experience September 2008 - April 2009
Job Personal Banker 2, registered at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2009 - Present
Ameriprise Financial Services, Inc.   September 2008 - April 2009

Education
Radford University - College of Business and Economics   2005 — 2008
B.B.A., Finance

Longwood University   2003 — 2005

Christine Slusark Christine Slusark Tunkhannock, Pennsylvania Details
Christine Slusark's Ameriprise Financial Services, Inc. Experience October 2000 - June 2010
Job Paraplanner/ Client Service Manager at Stone House Investment Management
Industry Financial Services
Experience
Stone House Investment Management   July 2010 - Present
Ameriprise Financial Services, Inc.   October 2000 - June 2010

Education
Lock Haven University of Pennsylvania
BS, Business Management

Karl Petersen Karl Petersen Medina, Washington Details
Karl Petersen's Ameriprise Financial Services, Inc. Experience 1993 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed Retiree   April 2009 - Present
Ameriprise Financial Services, Inc.   1993 - 2009
Unisys  July 1978 - July 1991

Skills
Asset Management, Investments, Finance, Small Business, Retirement Planning, Financial Advisory, Estate Planning, Strategic Financial..., Retirement, 401k, Risk Management

Education
Lewis and Clark College   1976 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General

Phoenix College   1975 — 1976
None, Accounting and Business/Management

Phillip Wight Phillip Wight Chesterfield, Missouri Details
Phillip Wight's Ameriprise Financial Services, Inc. Experience March 2005 - December 2007
Job Branch Supervision/Compliance Analyst at Larson Financial Group Llc
Industry Investment Management
Experience
Larson Financial Group Llc   July 2014 - Present
Wells Fargo Advisors  August 2013 - June 2014
Wells Fargo Advisors  June 2008 - August 2013
Ameriprise Financial Services, Inc.   March 2005 - December 2007
Edward Jones  January 1999 - February 2003
US Army  August 1992 - December 1996

Skills
Managing Database, Investments, Branch Management, Supervisory Management, Risk Management, Compliance, Banking, Military

Education
University of Missouri-Saint Louis   1999 — 2001
Master of Business Administration (MBA), Business and Information Systems

Lake Forest College   1987 — 1991
Bachelor's Degree, Double Major Business and Psychology, 3.0

Saint Louis Priory   1987 — 1991
High school diploma, College Prep

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